Group 1: Stock Performance - The stock price of Aerospace Engineering (603698) significantly increased on February 11, 2026, closing at 40.10 yuan, with a daily increase of 5.67%, and reaching a peak of 41.75 yuan during the day [1][5] - The stock broke through the 20-day moving average (36.80 yuan) and the upper Bollinger Band (41.37 yuan), with the MACD indicator showing a golden cross, indicating increased technical buying [3][7] Group 2: Market and Industry Trends - The commercial aerospace sector was active on the same day, with other stocks like Zai Sheng Technology hitting their daily limit. The market anticipates a busy launch schedule in 2026, including missions for Long March 12 and Zhihang 1 rockets, along with the second Commercial Aerospace Industry Development Conference in March [1][5] - Aerospace Engineering is categorized as a core enterprise in coal gasification technology and is associated with commercial aerospace, military industry, and state-owned enterprise reform concepts, benefiting from positive sentiment in the sector [1][5] Group 3: Financial and Funding Situation - On February 11, 2026, there was a net inflow of 390 million yuan from main funds, accounting for 31% of the trading volume, with a net inflow of 512 million yuan from large orders, indicating active institutional participation [2][6] - Compared to the previous day, where there was a net outflow of funds, the shift in funding attitude is notable [2][6] Group 4: Industry Policy and Developments - Recent breakthroughs in reusable spacecraft and quantum communication in China have led to increased attention on high-end equipment and aerospace technology companies, aligning with national security and "new productive forces" policies [4][8] - Aerospace Engineering's main business in gasification technology and high-end equipment aligns well with these policy directions, despite a 0.16% decline in the specialized equipment industry on the same day [4][9]

Group 1 - Aerospace Electronics (600879) is a core listed platform of the Aerospace Science and Technology Group, focusing on aerospace electronic information systems, inertial navigation, integrated circuits, and electromechanical components. It is a leading supplier for manned lunar landing projects, providing key equipment for the Long March 10 rocket and the Dream Chaser spacecraft, with a leading market share in aerospace electronic support [1][25]. - Aerospace Power (600343) specializes in aerospace liquid propulsion systems and is a key supplier for the Long March 10 rocket's propulsion system. The company is recognized for its high-temperature and high-reliability products, suitable for manned lunar landing conditions, and is expected to see strong growth in orders as the lunar landing program progresses [2][26]. - Aerospace Engineering (603698) relies on resources from the Aerospace Science and Technology Group and is involved in system integration and launch support for manned lunar landing projects. The company is recognized as a leader in aerospace engineering contracting and is expected to expand its system integration business as demand for launch support services increases [3][27]. Group 2 - Aerospace Electromechanical (600151) focuses on special materials and energy systems for spacecraft, serving as a core supplier for the Dream Chaser and lunar probe. The company is recognized for its lightweight and high-strength products, which are essential for manned lunar missions, and is expected to see rapid growth in its aerospace support business [4][28]. - Aerospace Electrical (002025) specializes in high-end relays, connectors, and micro motors, with a market share exceeding 70% in aerospace connectors. The company is viewed as a critical supplier for manned lunar projects, with strong reliability and high technical barriers, and is expected to see increased demand as the lunar landing program advances [5][30]. - Quanxin Co., Ltd. (300447) focuses on aerospace special cables and transmission components, providing high-temperature and interference-resistant cables for lunar landing projects. The company is recognized as a leader in the aerospace cable segment, with stable orders expected to grow as demand for aerospace information technology increases [6][31]. Group 3 - Zhenhua Technology (000733) is a leading military electronics company, providing essential electronic components and power systems for spacecraft. The company is expected to see significant growth in product demand as the lunar landing program progresses, supported by its strong technical capabilities and customer resources [7][32]. - Torch Electronics (603678) specializes in ceramic capacitors and aerospace components, recognized as a core supplier for ceramic capacitors in lunar landing projects. The company is expected to see growing demand for its aerospace-grade capacitors as the lunar landing program advances [8][33]. - Guojijiang Precision (002046) focuses on aerospace special bearings and precision manufacturing equipment, with a market share exceeding 90% in high-reliability aerospace bearings. The company is expected to see strong demand for its special bearings as the lunar landing spacecraft development accelerates [9][34]. Group 4 - China Satellite (600118) is a leading satellite manufacturer under the Aerospace Science and Technology Group, providing satellite development and application services for lunar landing projects. The company is expected to see rapid growth in its satellite manufacturing and application business as demand for space-based systems increases [10][35]. - China Satcom (601698) specializes in satellite communication services, providing critical communication links for lunar landing missions. The company is recognized as a leader in satellite communication operations, with expected growth in service revenue as lunar landing tasks progress [11][36]. - Haige Communication (002465) focuses on satellite navigation and wireless communication, serving as a core supplier for navigation and communication terminals in lunar landing projects. The company is expected to see strong growth in its core business as demand for lunar landing measurement and control systems increases [12][37]. Group 5 - Beidou Xingtong (002151) is a core enterprise in the Beidou navigation industry chain, providing high-precision navigation solutions for rockets and spacecraft. The company is expected to see rapid growth in its aerospace navigation business as demand for high-precision navigation increases with the lunar landing program [13][38]. - Guangwei Composite Materials (300699) is a leading carbon fiber manufacturer, providing lightweight materials for the Long March 10 rocket and Dream Chaser. The company is expected to see growing orders for its composite materials as demand for lightweight solutions in aerospace increases [14][39]. - Guangqi Technology (002625) specializes in metamaterials and aerospace structural components, providing lightweight and radiation-resistant parts for spacecraft. The company is expected to see increasing demand for its metamaterial solutions as the lunar landing program progresses [15][40]. Group 6 - Steel Research High-Nickel (300034) focuses on high-temperature alloys and aerospace special alloys, providing critical materials for rocket engines. The company is expected to see strong demand for its high-temperature alloys as the lunar landing rocket production accelerates [16][41]. - Western Materials (002149) specializes in titanium alloys and rare metal composite materials, providing lightweight components for lunar landing vehicles. The company is expected to see growing demand for its special materials as the lunar landing spacecraft development accelerates [17][42]. - Hailanxin (300065) focuses on marine electronic information and aerospace recovery measurement and control systems, providing critical support for lunar landing return missions. The company is expected to see rapid growth in its measurement and control business as lunar landing return tasks are implemented [18][43]. Group 7 - Jieli Rigging (002342) specializes in special rigging and lifting equipment, providing critical components for the safe recovery of lunar landing rockets. The company is expected to see increasing demand for its special rigging solutions as the technology for reusable rockets becomes more prevalent [19][44]. - China Shipbuilding (600150) is a leading shipbuilding company, focusing on the construction of marine recovery platforms for lunar landing missions. The company is expected to see continued growth in its recovery platform construction business as lunar landing tasks progress [20][45]. - Chaojie Co., Ltd. (301005) specializes in high-strength fasteners and precision structural components, providing critical fasteners for rockets and spacecraft. The company is expected to see growing demand for its fasteners as the lunar landing program moves into mass production [21][46]. - Yingliu Co., Ltd. (603308) focuses on high-temperature alloy castings and aerospace precision components, providing critical parts for rocket engines. The company is expected to see strong demand for its core components as the lunar landing rocket production accelerates [22][47].

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting potential investment opportunities in specific sectors such as energy metals, rare metals, and technology [1][2][3] Group 1: Stock Performance and Capital Inflows - The top stock with capital inflow is Greeenmei, attracting 1.312 billion yuan with a price increase of 9.84% [2] - Northern Rare Earth follows closely with 1.305 billion yuan inflow and a 4.94% rise [2] - Zijin Mining received 0.809 billion yuan with a 1.6% increase [2] - Zaiseng Technology saw a capital inflow of 0.763 billion yuan, marking a 10% rise [2] - Wangsu Technology attracted 0.701 billion yuan with a notable increase of 10.22% [2] Group 2: Sector Analysis - The energy metals sector is represented by Greeenmei and Huayou Cobalt, both showing strong capital inflows and positive price movements [2] - The rare metals sector includes Northern Rare Earth and Zhongtung High-tech, both experiencing significant inflows and price increases [2] - The technology sector is highlighted by Wangsu Technology and Zaiseng Technology, both of which have seen substantial capital inflows and notable price gains [2][3]

Core Viewpoint - Fuguang Co., Ltd. highlights the stable and continuous market demand for customized products in aerospace engineering, space exploration, and high-end equipment, driven by rapid industry development [2] Industry Summary - The security monitoring sector is experiencing intensified competition, with an increasing demand for high cost-performance products as high-end application scenarios remain to be further explored [2] - The automotive lens market is expected to grow significantly, supported by the automotive industry's role as a key pillar of China's economic development, along with advancements in technology and policy support [2] - The projection optical machine market is expanding in three main areas: AR glasses, automotive projection, and home smart projection, with core optical engines transitioning from technological exploration to large-scale application [2] - The precision and ultra-precision processing of optical components is driven by the demands of high-end equipment, medical, and photography industries, which require higher performance, accuracy, imaging quality, and user experience, thus boosting the market demand for optical components [2]

Core Insights - The Chang'e 5 lunar soil sample has been approved for research by Southeast University, marking the first time the university has received authentic lunar samples for scientific study [1][3] - The approval signifies a new phase in the university's research on in-situ resource utilization and extraterrestrial construction materials [3] Group 1: Research and Development - A total of 49 applications from 14 research institutions were approved, with a total sample issuance of 22,836.6 mg [1] - The lunar soil sample awarded to Southeast University is 350 mg of CE5C0200YJFM00703H powder [1][3] - The research team, led by Academician Miao Changwen, includes top talents from various disciplines such as civil engineering, materials science, and energy [3] Group 2: Research Objectives and Implications - The core research topic focuses on the macro-accumulation performance control of Chang'e 5 lunar soil particles and the design of key materials for lunar surface construction [3] - The research aims to address challenges posed by the extreme environment of the lunar surface and is expected to provide critical material preparation technologies for lunar base construction [3] - The Chang'e 5 and 6 missions have collectively returned 3,666.3 grams of lunar soil, which is considered invaluable for advancing human exploration of space [3]

Group 1 - The core point of the article highlights the performance of the Zhongzheng 1000 Growth ETF (562520), which opened with a gain of 0.98% at 1.437 yuan [1] - The top holdings of the Zhongzheng 1000 Growth ETF include Aerospace Engineering, which rose by 2.60%, Zhenlei Technology by 1.86%, and Platinum Power by 1.80% [1] - The fund's performance benchmark is the Zhongzheng Selected 1000 Growth Innovation Strategy Index, managed by Huaxia Fund Management Co., Ltd., with a return of 42.33% since its inception on March 8, 2022, and a return of 7.42% over the past month [1] Group 2 - The article provides specific stock performance data for the ETF's holdings, including gains from companies like Daotong Technology (1.42%), Xingqi Eye Medicine (1.06%), and Guangli Micro (1.90%) [1] - The article emphasizes the importance of monitoring market risks and investment strategies, although it does not provide specific investment advice [1]

Group 1 - Aerospace Engineering stock increased by 5.17% on February 3, reaching a price of 36.39 yuan per share, with a trading volume of 550 million yuan and a turnover rate of 2.89%, resulting in a total market capitalization of 19.505 billion yuan [1] - The stock has experienced a continuous rise for three days, accumulating a total increase of 2.98% during this period [1] - Aerospace Engineering Co., Ltd. specializes in gasification technology and key equipment development, with its main business revenue composition being 49.87% from industrial gas operations, 46.17% from clean and efficient coal utilization, 3.91% from high-end equipment manufacturing, and 0.06% from other sources [1] Group 2 - The Oriental Alpha Fund holds a significant position in Aerospace Engineering, with the Oriental Alpha Rui Feng Mixed Fund A (018362) owning 221,500 shares, accounting for 7.71% of the fund's net value, making it the second-largest holding [2] - The fund has realized a floating profit of approximately 396,500 yuan today, with a floating profit of 221,500 yuan during the three-day increase [2] - The Oriental Alpha Rui Feng Mixed Fund A was established on May 12, 2023, with a current scale of 56.221 million yuan, achieving a year-to-date return of 19.58% and a one-year return of 36.27% [2]

Group 1 - The China Securities 1000 Growth ETF (562520) opened with a gain of 0.47%, priced at 1.484 yuan [1] - The ETF's performance benchmark is the China Securities Selected 1000 Growth Innovation Strategy Index return rate [1] - Since its establishment on March 8, 2022, the fund has achieved a return of 47.91%, with a one-month return of 11.67% [1] Group 2 - Major holdings in the ETF include Aerospace Engineering, which opened down 0.35%, and Zhenlei Technology, which rose by 1.44% [1] - Other notable stock movements include Platinum Power up 1.68%, Aerospace Intelligence down 0.64%, and Zhongrong Electric up 1.06% [1] - The fund is managed by Huaxia Fund Management Co., with Zhang Jinzhi as the fund manager [1]

Core Viewpoint - The company, Suochen Technology, has confirmed its involvement in commercial aerospace projects through its subsidiary, Kunyu Lancheng, which provides satellite target detection, situational awareness, and aerospace engineering operation and safety services [1] Group 1: Company Projects - The company has successfully implemented projects in the commercial aerospace sector, although specific project names, partners, and technical details cannot be disclosed due to client confidentiality and intellectual property protection [1]

证券代码：603698 证券简称：航天工程 公告编号：2026-004 1.基本信息 项目质量控制复核人张玲，2005 年成为注册会计师，2024 年开始在大信执 业，2022 年开始从事上市公司审计质量复核，2025 年开始担任公司审计项目的 质量控制复核人；近三年签署或复核过 6 家上市公司审计报告。 2.诚信记录 航天长征化学工程股份有限公司 关于审计机构变更项目质量控制复核人的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 航天长征化学工程股份有限公司（以下简称公司）分别于 2025 年 10 月 16 日、2025 年 11 月 6 日召开第五届董事会第七次会议及 2025 年第一次临时股东 大会，审议通过了《关于聘任公司 2025 年度审计机构的议案》，同意聘任大信 会计师事务所（特殊普通合伙）（以下简称大信）为公司 2025 年财务报告和内 部控制审计机构，具体内容详见公司在上海证券交易所网站（www.sse.com.cn） 披露的《航天长征化学工程股份有限公司关于聘任公司 2025 年度审计机构的公 告》 ...