商业航天概念持续走强，信科移动-U、巨力索具、中衡设计等涨停，邵阳液压、理工导航、泰胜风 能、春晖智控、金风科技等跟涨。 ...

Core Viewpoint - The aerospace equipment sector experienced a significant increase of 3.34% on January 8, with Aerospace Electronics leading the gains, while the overall Shanghai Composite Index fell by 0.07% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4082.98, down 0.07% [1] - The Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Aerospace Electronics stock rose by 10.00%, closing at 26.08 [1] - Other notable performers included Aerospace Huanyu, which increased by 7.95%, and Xinyu Guoke, which rose by 3.71% [1] Group 2: Trading Volume and Capital Flow - The aerospace equipment sector saw a net inflow of 1.007 billion yuan from main funds, while retail investors experienced a net outflow of 116 million yuan [1] - The trading volume for Aerospace Electronics was 3.93 million shares, with a transaction value of 990 million yuan [1] - The total transaction value for the sector was significant, with individual stocks like Zhongguo Weitong reaching 13.198 billion yuan in transaction value [1] Group 3: Individual Stock Performance - Aerospace Electronics had a main fund net inflow of 1.624 billion yuan, representing 16.40% of its trading volume [2] - Zhongguo Weitong saw a net outflow of 746 million yuan from main funds, with a retail net inflow of 62.5 million yuan [2] - Xinyu Guoke had a main fund net inflow of 31.2296 million yuan, while retail investors experienced a net outflow of 21.4966 million yuan [2]

Market Overview - The aerospace equipment sector experienced a decline of 1.5% on January 7, with China Satellite leading the drop [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Key stocks in the aerospace equipment sector showed varied performance: - Ligong Navigation (688282) rose by 15.43% to close at 69.95 [1] - China Satellite (600118) fell by 6.34% to close at 100.23, with a trading volume of 148.48 million shares [1] - Other notable declines included Zhongtian Rocket (003009) down 5.89% and Aerospace Electronics (600879) down 0.92% [1] Capital Flow - The aerospace equipment sector saw a net outflow of 4.463 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.251 billion yuan [1] - The detailed capital flow for individual stocks indicates: - Ligong Navigation had a minor net inflow from retail investors of 0.249 million yuan [2] - China Satellite experienced a significant net outflow of 1.384 billion yuan from institutional investors [2] - New Yu Guoke (300722) had a net inflow of 41.74 million yuan from retail investors despite a net outflow from institutional and speculative investors [2]

Core Viewpoint - Beijing Ligong Navigation Control Technology Co., Ltd. has announced a delay in the completion date of its fundraising project for the "Inertial Navigation Device Expansion Project" due to the current progress of the project and the need to meet existing order demands [1][5][15]. Fundraising Overview - The company raised a total of RMB 1,434.62 million from its initial public offering, with a net amount of RMB 1,286.16 million after deducting underwriting fees [1]. - As of November 30, 2025, the balance in the fundraising account was RMB 113.53 million, with RMB 113 million used for cash management [3]. Project Delay Details - The delay specifically pertains to the "Inertial Navigation Device Expansion Project," with adjustments made to the expected completion date while maintaining the project's investment scope and purpose [5][7]. - The primary reason for the delay is the company's cautious approach to project construction, focusing on fulfilling existing orders before acquiring additional production equipment [8]. Project Progress and Future Plans - From January to November 2025, contracts for equipment purchases amounting to RMB 10.06 million were signed, with RMB 6.25 million pending payment [9]. - As of November 30, 2025, RMB 24.52 million has been invested in the project, representing 30.63% of the planned investment [9]. - The company anticipates that production capacity will reach 70%-80% of the target capacity upon project completion, aligning with current order demands [9]. Measures to Ensure Completion - The company plans to closely monitor customer demand and optimize product offerings to enhance market share [10]. - It will also increase communication with various units to expedite the development of products currently in research or small-scale production [10]. Re-evaluation of Project Viability - The company has conducted a re-evaluation of the project's feasibility, confirming that it remains aligned with strategic goals and is necessary for future growth [11][14]. - The project is expected to enhance the company's technological capabilities and market competitiveness, contributing positively to long-term performance [13][14]. Impact of the Delay - The delay is deemed a prudent decision that does not alter the project's investment content or total amount, ensuring compliance with regulatory requirements [15][16]. - The company aims to accelerate the project's progress to achieve the intended operational status as soon as possible [15].

Core Viewpoint - The aerospace equipment sector experienced a 2.66% increase on December 30, with China Satellite leading the gains, while the overall market showed mixed results with the Shanghai Composite Index closing at 3965.12, unchanged, and the Shenzhen Component Index at 13604.07, up 0.49% [1] Group 1: Market Performance - The aerospace equipment sector's stocks showed varied performance, with China Satellite (601698) closing at 32.48, up 8.27%, and other notable stocks like Zhongtian Rocket (003009) and LIGONG Navigation (688282) also showing gains of 3.30% and 2.07% respectively [1] - The trading volume for China Satellite reached 375.27 million shares, with a transaction value of 11.971 billion yuan, indicating strong investor interest [1] Group 2: Capital Flow - The aerospace equipment sector saw a net outflow of 1.498 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.531 billion yuan, suggesting a divergence in investment behavior [1] - Individual stock capital flows revealed that China Satellite experienced a significant net outflow of 2.006 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.341 billion yuan [2]

中国国际金融股份有限公司（以下简称"保荐机构"）作为北京理工导航控制科技 股份有限公司（以下简称"理工导航"或"公司"）首次公开发行股票并在科创板上市 持续督导阶段的保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交易所 科创板上市公司自律监管指引第 1 号——规范运作》《上海证券交易所科创板股票上市 规则》等有关规定，对公司部分募集资金投资项目延期的事项进行了核查，核查情况及 核查意见如下： 一、募集资金基本情况 根据中国证券监督管理委员会于 2022 年 1 月 5 日出具的《关于同意北京理工导航 控制科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕8 号），公 司获准向社会公开发行人民币普通股（A 股）2,200 万股，发行价格为人民币 65.21 元/ 股，募集资金总额为 1,434,620,000.00 元，扣除保荐承销费用 148,462,000.00 元后的余 额 1,286,158,000.00 元已于 2022 年 3 月 14 日存入公司募集资金专户。上述募集资金到 位情况业经信永中和会计师事务所（特殊普通合伙）审验，并于 2022 年 3 月 14 日出具 了《 ...

证券代码：688282 证券简称：理工导航 公告编号：2025-057 北京理工导航控制科技股份有限公司 关于部分募集资金投资项目延期的公告 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、准确性和完整性依法承担法律责任。 北京理工导航控制科技股份有限公司（以下简称"公司""本公司"或"理 工导航"）于 2025 年 12 月 29 日召开第二届董事会第二十四次会议，审议通过 了《关于部分募集资金投资项目延期的议案》，综合考虑公司首次公开发行股票 募集资金投资项目（以下简称"募投项目"）"惯性导航装置扩产建设项目"的 实施进度等因素，同意公司对"惯性导航装置扩产建设项目"达到预定可使用状 态的日期进行调整。公司保荐机构中国国际金融股份有限公司（以下简称"保荐 机构"）出具了明确无异议的核查意见。该事项无需提交公司股东会审议。现将 具体内容公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会于 2022 年 1 月 5 日出具的《关于同意北京理 工导航控制科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕 8 号），公司获准向社会公开 ...

Core Viewpoint - The aerospace equipment sector experienced a significant increase of 7.98% on December 26, with China Satellite leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] - Key stocks in the aerospace equipment sector showed notable price increases, with China Satellite rising by 10% to a closing price of 80.00 [1] Group 2: Stock Performance Details - China Satellite (600118) closed at 80.00, up 10.00%, with a trading volume of 1.6781 million shares and a transaction value of 1.2857 billion [1] - China Telecom (601698) closed at 28.31, up 9.98%, with a trading volume of 3.0177 million shares and a transaction value of 8.132 billion [1] - Aerospace Electronics (600879) closed at 19.47, up 4.62%, with a trading volume of 8.3072 million shares and a transaction value of 1.5698 billion [1] Group 3: Fund Flow Analysis - The aerospace equipment sector saw a net outflow of 1.2 billion from institutional investors, while retail investors contributed a net inflow of 0.954 billion [1] - Among individual stocks, China Satellite experienced a net outflow of 182 million from institutional investors [2] - StarNet (002829) had a net inflow of 34.7082 million from retail investors, despite a net outflow of 65.1966 million from retail investors [2]

12月26日，理工导航盘中下跌2.15%，截至11:25，报59.20元/股，成交5099.35万元，换手率0.96%，总 市值52.10亿元。 资金流向方面，主力资金净流出491.98万元，特大单买入115.85万元，占比2.27%，卖出259.60万元，占 比5.09%；大单买入1007.50万元，占比19.76%，卖出1355.73万元，占比26.59%。 理工导航今年以来股价涨91.59%，近5个交易日涨6.57%，近20日涨7.38%，近60日涨35.47%。 今年以来理工导航已经2次登上龙虎榜，最近一次登上龙虎榜为11月28日，当日龙虎榜净买入3885.82万 元；买入总计5687.18万元 ，占总成交额比38.66%；卖出总计1801.35万元 ，占总成交额比12.25%。 资料显示，北京理工导航控制科技股份有限公司位于北京市北京经济技术开发区瑞合东一路1号院1号 楼，成立日期2012年2月24日，上市日期2022年3月18日，公司主营业务涉及惯性导航系统及其核心部件 的研发、生产和销售,并基于自有技术为客户提供导航、制导与控制系统相关技术服务。主营业务收入 构成为：产品销售99.63%，其他( ...

证券代码：688282 证券简称：理工导航 公告编号：2025-056 案件所处的诉讼阶段：一审已判决，案件已审理终结 上市公司所处的当事人地位：原告 涉案的金额：40,318,813.80 元及诉讼费用 是否会对上市公司损益产生负面影响：公司本次诉讼不会影响公司正常生 产经营。公司在本次诉讼案件中为原告，截至本公告日本次案件尚处于上诉期内， 最终执行情况尚存在不确定性，对公司造成的具体影响需以生效判决的实际执行 情况为准。 一、本次诉讼的基本情况 北京理工导航控制科技股份有限公司（以下简称"公司"、"理工导航"或"原 告"）就公司与北京盈想东方科技股份有限公司（以下简称"盈想东方"或"被 告"）的买卖合同纠纷事宜向北京市昌平区人民法院提起诉讼，并获立案受理（案 号：（2025）京 0114 民初 16730 号）。具体内容详见公司于 2025 年 5 月 31 日在 上海证券交易所（www.sse.com.cn）披露的《北京理工导航控制科技股份有限公 司关于公司提起诉讼的公告》（公告编号：2025-041）。 二、本次诉讼进展情况 北京理工导航控制科技股份有限公司 关于公司提起诉讼进展的公告 本公司董事会及 ...