格隆汇12月15日丨全信股份(300447.SZ)在互动平台表示，公司是航天工程线缆领域重要配套商，持续 为长征系列火箭进行配套。 ...

Group 1 - The core viewpoint of the article is that Quanxin Co., Ltd. is a significant supplier of special cables and connectors, actively participating in the Long March 12 rocket project, which is beneficial for the company's development [1] - Quanxin Co., Ltd. has been a key supporting vendor in the aerospace cable sector, continuously providing components for the Long March series of rockets [1]

据天眼查APP显示，航天长征化学工程股份有限公司成立于2007年06月22日，注册资本53599万人民 币。（数据宝） 数据宝统计，截至14:52，航天工程成交额17.03亿元，创上市以来新高。最新股价上涨8.22%，换手率 11.80%。上一交易日该股全天成交额为12.08亿元。 ...

Investment Rating - The report rates the industry as "Positive" [1] Core Insights - The demand for satellite applications is expected to release, leading to a breakthrough in rocket supply [1] - The construction of low Earth orbit (LEO) satellite constellations is progressing slower than anticipated, resulting in a rapid increase in rocket launch demand [5][19] - The cost of rocket launch capacity is continuously decreasing, and the industry capacity is expanding [4][32] Summary by Sections 1. Low Earth Satellite Communication: Multi-Scenario Applications Leading Industry Growth - Satellite internet is a new type of network that provides broadband internet access globally through a certain number of satellites, enhancing military communication networks and expanding service coverage for ground users [5][10] - The construction of low Earth satellite constellations is facing "frequency occupation and orbit preservation" pressures, with significant demand in China [5][21] 2. Rocket Sector: Demand Explosion, Supply Breakthrough, Moving Towards High Frequency and Low-Cost Commercial Closure - The number of planned satellite launches in China is expected to reach approximately 16,000 over the next five years, leading to a rapid increase in rocket launch frequency from 54 times in 2025 to 860 times in 2030, with a CAGR of 74% [24][25] - By 2029, the demand for space computing in China is projected to correspond to 6,800 rocket launches, with a global total of 15,000 launches [27] - The national team is continuously expanding capacity, and private rocket companies are expected to see concentrated test launches by the end of this year [29][32] 3. Key Industry Chain Targets - The report highlights several key suppliers and potential main manufacturers in the rocket industry, including: - Hangyang Co., Ltd. as a liquid oxygen fuel supplier [38] - Plater Technology as a 3D printing parts supplier for rockets [38] - Aerospace Power as the only listed platform of the Sixth Academy of Aerospace Science and Technology [38]

Core Viewpoint - The company focuses on coal gasification technology and related services, indicating a commitment to strategic national industry policies rather than commercial aerospace [1] Group 1: Company Overview - The main business of the company is centered around coal gasification technology, including research and development, engineering design, technical services, equipment supply, and project contracting [1] - The company explicitly states that its business scope does not fall within the commercial aerospace sector [1] Group 2: Strategic Focus - The company will continue to monitor and align with national strategic industry policy directions [1]

航天长征化学工程股份有限公司 2025年第二次临时股东会 会议资料 二〇二五年十二月 | 会议议程 . | | --- | | 会议须知 . | | 会议议案 . | 航天长征化学工程股份有限公司 2025年第二次临时股东会会议议程 一、会议时间 网络投票时间：采用上海证券交易所网络投票系统，通过交易系 统投票平台的投票时间为2025年12月22日的交易时间段，即9:15-9:25， 9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为2025年 12月22日的9:15-15:00。 现场会议时间：2025年12月22日14:00 二、现场会议地点 北京市亦庄经济技术开发区经海四路141号公司二层会议室 三、会议主持人 董事长姜从斌先生 四、会议议程 审议《关于公司收购控股子公司少数股东股权暨关联交易的议案》 航天长征化学工程股份有限公司 2025 年第二次临时股东会会议资料 3 （一）主持人宣布会议开始并介绍现场会议出席情况 （二）宣读航天工程2025年第二次临时股东会会议须知 （三）推选股东会监票人和计票人 （四）宣读会议议案 （五）股东发言、提问和董事、高管人员回答问题 （六）投 ...

航天工程12月10日大宗交易平台共发生23笔成交，合计成交量414.37万股，成交金额8618.90万元。成交 价格均为20.80元，相对今日收盘价折价14.23%。从参与大宗交易营业部来看，机构专用席位共出现在 11笔成交的买方或卖方营业部中，合计成交金额为3921.84万元，净买入3921.84万元。 进一步统计，近3个月内该股累计发生26笔大宗交易，合计成交金额为9751.90万元。 证券时报·数据宝统计显示，航天工程今日收盘价为24.25元，上涨6.08%，日换手率为10.64%，成交额 为13.75亿元，全天主力资金净流入1.93亿元，近5日该股累计上涨25.58%，近5日资金合计净流入3.20亿 元。 两融数据显示，该股最新融资余额为2.81亿元，近5日增加4294.26万元，增幅为18.04%。 据天眼查APP显示，航天长征化学工程股份有限公司成立于2007年06月22日，注册资本53599万人民 币。（数据宝） 12月10日航天工程大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （ ...

证券代码：603698 证券简称：航天工程 公告编号：2025-042 航天长征化学工程股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 本公司持股 5%以上股东国创基金管理有限公司-国创投资引导基金（有限合伙）及 其一致行动人国创（北京）新能源汽车投资基金管理有限公司－北京国创新能源汽车股 权投资基金合伙企业（有限合伙）保证向本公司提供的信息真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | 5%以上大股东及其一致行动人 ☑其他 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他：不适用 | 2.信息披露义务人信息 | 信息披露义务人名称 | 投资者身份 | | 统一社会信用代码 | | --- | --- | --- | --- | | | □ | 控股股东/实控人 | | | ...

格隆汇12月10日丨航天工程(603698.SH)公布，2025年12月10日，公司接到国创基金和新车基金的通 知，2025年11月17日至12月10日，国创基金通过集中竞价交易和大宗交易的方式减持公司无限售流通股 共计463.95万股，约占公司总股本的0.87%；新车基金通过集中竞价交易和大宗交易的方式减持公司无 限售流通股共计265.1万股，约占公司总股本的0.49%；两方合计减持公司股份729.05万股，约占公司总 股本的1.36%。本次权益变动触及1%刻度。 ...

New Stock Listings - Baiaosaitu (688796) listed at an issue price of 26.68 on December 10, 2025[1] - Quanyin Gaoke (300087) has a tender offer period from December 4, 2025, to January 5, 2026[1] - Tiangong Co. (605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] Delisting and Trading Alerts - ST Guangdao (920680) enters the delisting arrangement period starting December 11, 2025[1] - ST Suwu (600200) has 13 trading days remaining until the last trading day[1] Market Volatility - Hai Xin Food (002702) reported severe abnormal fluctuations[1] - Anji Food (603696) and other companies are under observation for abnormal trading activities[2] Additional Announcements - Multiple companies including Dongbai Group (600693) and Nanjing Business Travel (600250) have recent announcements linked to their stock codes[1] - Various companies are linked to announcements regarding abnormal fluctuations and trading activities[3]