证券日报网讯2月27日，北方导航（600435）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司的股东人数约为16.52万户。 ...

商业航天迎来多重利好，国内方面，中国商业航天企业代表蓝箭航天宣布，我国重复使用火箭朱雀三号 计划今年第二季度再次开展回收试验。这一计划若顺利推进，将加速可重复使用火箭系统的成熟进程， 为中国商业航天领域树立新的里程碑。海外方面，SpaceX首席执行官马斯克设想从月球电磁弹射AI卫 星，以支持AI等高性能计算需求。 上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> 截至2026年2月25日 13:56，中证卫星产业指数(931594)强势上涨3.21%，成分股航天电子上涨6.65%，新 雷能上涨5.37%，航天环宇上涨4.91%，信科移动，铂力特（维权）等个股跟涨。卫星ETF鹏华(563790) 上涨2.87%，最新价报1.18元。 卫星ETF鹏华紧密跟踪中证卫星产业指数，中证卫星产业指数选取50只业务涉及卫星制造、卫星发射、 卫星通信、卫星导航、卫星遥感等领域的上市公司证券作为指数样本，反映卫星产业上市公司证券的整 体表现。 数据显示，截至2026年1月30日，中证卫星产业指数(931594)前十大权重股分别为航天电子、中国卫 星、臻镭科技（维权）、中国卫通、中科星图、国博电子、华测导航 ...

Group 1 - The core point of the article is that as of January 30, 2026, the number of shareholders for the company is expected to be approximately 163,800 [2]

Group 1 - The company, Beifang Navigation, has reached a long-term cooperation intention with Wanbao Engineering regarding technical collaboration [1] - The specific projects related to this cooperation are expected to commence in 2026 [1] - For detailed business information, the company advises referring to its official announcements [1]

Group 1 - The core point of the article is that as of February 10, 2026, the number of shareholders for Beifang Navigation (stock code: 600435) is approximately 164,100 [1]

Investment Rating - The report maintains a "Buy" rating for the aerospace and military industry, with specific recommendations for several companies [8][42]. Core Viewpoints - The report emphasizes the increasing uncertainty in international security, highlighting opportunities in military trade as countries ramp up defense spending. For instance, the U.S. has approved military sales worth $6.67 billion to Israel and $9 billion to Saudi Arabia, indicating a vibrant military trade market [11][12]. - The report suggests that China's military equipment demand is expected to grow, particularly in new domains and advanced weaponry, aligning with the "14th Five-Year Plan" [13][17]. - The military trade market is anticipated to remain active, with China positioned as a key supplier capable of providing comprehensive solutions [11][12]. Summary by Sections Industry Investment Rating - The aerospace and military industry is rated as "Buy" with a focus on specific companies such as AVIC Shenyang Aircraft Corporation, Guorui Technology, and others [8][42]. Key Companies - Recommended companies include: - AVIC Shenyang Aircraft Corporation (600760 CH) - Guorui Technology (600562 CH) - Western Superconducting Technologies (688122 CH) - Guotai Group (603977 CH) - Ruichuang Micro-Nano (688002 CH) - Steel Research and Testing (300797 CH) - Northern Navigation (600435 CH) - Gaode Infrared (002414 CH) - Aerospace Rainbow (002389 CH) - Aerospace Intelligent Manufacturing (300446 CH) [3][42]. Market Trends - The report notes a structural shift in military equipment demand, with a focus on new technologies such as unmanned systems and advanced weaponry. The "14th Five-Year Plan" is expected to drive significant growth in these areas [13][15][16]. - The military trade market is projected to grow, with China's market share expected to increase from 5.87% to a more competitive position as global military spending rises [17][18]. Performance Metrics - As of February 6, 2026, the Shenyuan Defense and Military Index has a PE (TTM) of 95.29, indicating a high valuation relative to historical levels [39][40].

Group 1 - The company, Beifang Navigation, announced that its eighth board meeting was held on February 6, 2026, via telecommunication voting [1] - The meeting reviewed the proposal regarding the appointment of the company's board secretary among other documents [1] Group 2 - A survey conducted among several leading public funds revealed unexpected answers regarding the legality of personal stock trading by fund managers [1]

北方导航控制技术股份有限公司 北方导航控制技术股份有限公司第八届董事会第十次 会议于 2026 年 2 月 2 日以送达、传真、邮件等方式发出会 议通知，于 2026 年 2 月 6 日下午 14:00 以通讯表决方式召开。 应到会董事人数 9 人，实到会董事 9 人，占应到会董事人数 的 100%，符合法律、法规和《公司章程》的规定。会议以 记名投票表决的方式决议如下： 一、审议通过《关于聘任公司董事会秘书的议案》。9 票赞成，占有效表决权总数的 100%，0 票反对，0 票弃权， 0 票回避。 公司此前由董事长李海涛先生代行董事会秘书职责。经 董事长李海涛先生提名，公司董事会提名委员会审议通过， 同意聘任谭臣先生（简历见附件）为公司董事会秘书，任期 与第八届董事会相同。 谭臣先生已取得上海证券交易所董事会秘书任职培训 证明，任职资格符合《中华人民共和国公司法》《上海证券 交易所股票上市规则》《上海证券交易所上市公司自律监管 指引第 1 号——规范运作》和《公司章程》等有关规定。 联系方式如下： 地址：北京市北京经济技术开发区科创十五街 2 号 电话：010-58089788 传真：010-58089552 ...

Core Viewpoint - The company has appointed a new board secretary, Tan Chen, following a unanimous decision by the board of directors during a meeting conducted via remote voting [1] Group 1: Appointment Details - The board of directors held its tenth meeting of the eighth session and approved the proposal to appoint the board secretary with 9 votes in favor, representing 100% of the valid voting rights [1] - Tan Chen, who is currently the company's financial director, has been nominated by Chairman Li Haitao and approved by the board's nomination committee [1] - Tan Chen has obtained the necessary training certification for the role of board secretary from the Shanghai Stock Exchange and does not hold any shares in the company [1]

Group 1 - The core viewpoint of the article is that fluctuations in silver prices will not significantly impact the product costs of the company, Beifang Navigation (600435.SH) [1] Group 2 - The company has communicated this information through an investor interaction platform, indicating transparency in its operations [1]