2025年公司积极推动新型号产品鉴定，加大军民贸市场拓展力度，稳步推进各项履约任务，军贸及国内 产品顺利交付，经营业绩较上年同期实现增长。此外，报告期内应收账款回款情况良好，冲回部分信用 减值损失，对本期业绩产生积极影响。 格隆汇1月26日丨航天南湖(688552.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司 所有者的净利润与上年同期（法定披露数据）相比，将实现扭亏为盈，实现归属于母公司所有者的净利 润3,126.96万元。预计公司2025年年度实现归属于母公司所有者扣除非经常性损益后的净利润2,765.67万 元。 ...

（记者 曾健辉） 每经AI快讯，航天南湖1月26日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润 与上年同期相比，将实现扭亏为盈，实现归属于母公司所有者的净利润3126.96万元。业绩变动主要原 因是，2025年公司积极推动新型号产品鉴定，加大军民贸市场拓展力度，稳步推进各项履约任务，军贸 及国内产品顺利交付，经营业绩较上年同期实现增长。此外，报告期内应收账款回款情况良好，冲回部 分信用减值损失，对本期业绩产生积极影响。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 ...

2025 年年度业绩预盈公告 证券代码：688552 证券简称：航天南湖 公告编号：2026-002 航天南湖电子信息技术股份有限公司 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。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 1、经航天南湖电子信息技术股份有限公司（以下简称"公司"）财务部门 初步测算，预计 2025 年年度实现归属于母公司所有者的净利润与上年同期（法 定披露数据）相比，将实现扭亏为盈，实现归属于母公司所有者的净利润 3,126.96 万元。 2、预计公司 2025 年年度实现归属于母公司所有者扣除非经常性损益后的净 利润 2,765.67 万元。 （三）本次业绩预告未经注册会计师审计。 二、上年同期业绩情况和财务状况 2024 年度，公司利润总额为-10,467.68 万元，归属于母公司所有者的净利 润为-7,823.44 万元，归属于母公司所有者的扣除非经常性损益的净利润为 -8,141.91 万元，基本每股收益为-0.23 元/股。 ...

南财智讯1月26日电，航天南湖公告，预计2025年全年实现归属于上市公司股东的净利润3126.96万元； 2024年同期为-7823.44万元，实现扭亏为盈。2025年公司积极推动新型号产品鉴定，加大军民贸市场拓 展力度，稳步推进各项履约任务，军贸及国内产品顺利交付，经营业绩较上年同期实现增长；此外，报 告期内应收账款回款情况良好，冲回部分信用减值损失，对本期业绩产生积极影响。 ...

航天南湖公告，预计2025年年度实现归属于母公司所有者的净利润3126.96万元，上年同期为亏损 7823.44万元。预计公司2025年年度实现归属于母公司所有者扣除非经常性损益后的净利润2765.67万 元。2025年公司积极推动新型号产品鉴定，加大军民贸市场拓展力度，稳步推进各项履约任务，军贸及 国内产品顺利交付，经营业绩较上年同期实现增长。此外，报告期内应收账款回款情况良好，冲回部分 信用减值损失，对本期业绩产生积极影响。 ...

Core Viewpoint - The military electronics sector experienced a significant decline, with a drop of 5.26% on January 26, led by Aiguang Technology, while the overall market indices also saw minor decreases [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4132.61, down 0.09%, and the Shenzhen Component Index closed at 14316.64, down 0.85% [1]. - The military electronics sector saw a net outflow of 77.26 billion yuan from institutional investors, while retail investors had a net inflow of 58.39 billion yuan [2]. Group 2: Individual Stock Performance - Aiguang Technology (300123) saw a significant drop of 13.41%, closing at 7.36 yuan with a trading volume of 1.598 million shares and a transaction value of 1.209 billion yuan [2]. - Other notable declines included Xice Testing (301306) down 12.96% to 111.63 yuan, and Shaanxi Huada (301517) down 12.23% to 70.50 yuan [2]. - Conversely, Zhenxin Technology (300101) increased by 4.19% to 30.81 yuan, with a trading volume of 528,500 shares and a transaction value of 1.640 billion yuan [1]. Group 3: Capital Flow Analysis - The capital flow analysis indicates that institutional investors had a net outflow in several stocks, including ST Wanfa (000638) with a net outflow of 142.97 million yuan, while retail investors showed a net inflow in stocks like ST Yuanwei (002231) with a net inflow of 46.14 million yuan [3]. - The data reflects a mixed sentiment among different investor types, with retail investors showing resilience in certain stocks despite the overall sector decline [2][3].

Core Viewpoint - The military industry sector experienced a sharp decline, with the military ETF Huabao (512810) dropping nearly 3% after a brief opening rise, ending a three-day winning streak [1][6]. Group 1: Market Performance - The military sector saw significant losses, particularly in commercial aerospace stocks, with Haige Communication falling over 9% and several others, including Aerospace Electronics and China Satellite, dropping more than 8% [1][6]. - Analysts noted that cautious liquidity expectations ahead of the Spring Festival, combined with some institutional portfolio adjustments, triggered a shift in market style and heightened risk aversion [3][8]. Group 2: Market Outlook - According to Everbright Securities, the market is expected to remain volatile before the Spring Festival, with historical data indicating that the probability of major indices rising in the 20 trading days leading up to the festival is less than 50% [3][8]. - It is anticipated that a new upward momentum will emerge after the Spring Festival, and investors are advised to adopt a conservative approach while still holding stocks through the holiday [8]. Group 3: Investment Strategy - The military ETF Huabao (512810) covers various popular themes such as commercial aerospace, low-altitude economy, large aircraft, satellite navigation, military information technology, and controllable nuclear fusion, serving as an efficient tool for investing in core military assets [3][8].

Group 1 - The military electronics sector experienced a rise of 2.17% on January 22, with LeiKe Defense leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - LeiKe Defense's stock price increased by 9.13% to 14.22, with a trading volume of 2.8591 million shares and a transaction value of 3.936 billion [1] Group 2 - The military electronics sector saw a net inflow of 1.737 billion from institutional investors, while retail investors experienced a net outflow of 1.777 billion [2] - The trading data indicates that LeiKe Defense had a net inflow of 137 million from institutional investors, despite a net outflow of 205 million from retail investors [3] - Other notable stocks in the sector included Aerospace Nanhu, which rose by 6.51% to 51.39, and Gaode Infrared, which increased by 5.76% to 18.00 [1]

Core Viewpoint - The commercial aerospace sector is experiencing a downturn, with significant declines in stock prices for various companies involved in the industry [1] Group 1: Company Performance - Aerospace Power has hit the daily limit down, indicating a severe drop in its stock price [1] - Other companies such as Aerospace Nanhai, Aerospace Mechatronics, Aerospace Development, Ruike Laser, China Satellite Communications, and Lekai Film have also seen declines in their stock prices, following the trend set by Aerospace Power [1]

Group 1 - The commercial aerospace sector is experiencing a downturn, with significant declines in stock prices [1] - Aerospace Power has hit the daily limit down, indicating severe market pressure [1] - Other companies such as Aerospace Nanhu, Aerospace Mechatronics, Aerospace Development, Ruike Laser, China Satellite Communications, and Lucky Film have also seen their stock prices drop in tandem [1]