资金流向方面，主力资金净流出1629.55万元，特大单买入9154.38万元，占比12.33%，卖出5296.47万 元，占比7.13%；大单买入5198.23万元，占比7.00%，卖出1.07亿元，占比14.39%。 航天发展所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：福建自贸区、吸波 材料、航天系、航天装备概念等。 航天发展今年以来股价跌17.60%，近5个交易日跌15.00%，近20日跌9.45%，近60日涨138.81%。 今年以来航天发展已经4次登上龙虎榜，最近一次登上龙虎榜为2月3日，当日龙虎榜净买入12.94亿元； 买入总计21.04亿元 ，占总成交额比15.16%；卖出总计8.09亿元 ，占总成交额比5.83%。 资料显示，航天工业发展股份有限公司位于福建省福州市台江区五一南路17号工行五一支行13层，成立 日期1993年11月20日，上市日期1993年11月30日，公司主营业务涉及电子蓝军、指控通信、电磁安防和 发电设备;网络信息安全、数据采集分析、数据保护及安全存储、政务管理信息化等。主营业务收入构 成为：海洋装备、电力装备等产品32.51%，通信与指控类产品32. ...

截至发稿，单宽之累计任职时间1年246天，现任基金资产总规模266.14亿元，任职期间最佳基金回报 115.99%， 任职期间最差基金回报-9.99%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，华夏基金旗下1只基金重仓航天发展。华夏国证航天航空行业ETF（159227）四季度持有股 数324.39万股，占基金净值比例为4.95%，位居第六大重仓股。根据测算，今日浮亏损失约162.19万 元。连续5天下跌期间浮亏损失1453.27万元。 华夏国证航天航空行业ETF（159227）成立日期2025年4月30日，最新规模21.64亿。今年以来收益 7.47%，同类排名1833/5569；成立以来收益46.06%。 华夏国证航天航空行业ETF（159227）基金经理为单宽之。 2月11日，航天发展跌1.75%，截至发稿，报28.00元/股，成交68.75亿元，换手率15.15%，总市值447.57 亿元 ...

证券代码：000547 证券简称：航天发展 公告编号：2026-010 航天工业发展股份有限公司 2026 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 重要提示：本次股东会召开期间没有增加、否决或变更提案。 一、会议召开和出席情况 1.航天工业发展股份有限公司（以下简称"公司"）2026 年第一次临时股东 会采用现场投票与网络投票(含深圳证券交易所交易系统、互联网投票系统两种方 式)相结合的方式召开。通过深圳证券交易所交易系统进行网络投票的时间：2026 年 2 月 10 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通过互联网投票系统进行 网络投票的时间：2026 年 2 月 10 日 9:15-15:00 期间的任意时间。本次股东会现 场会议于 2026 年 2 月 10 日 14：30 召开，现场会议地点为北京市丰台区南四环西 路 188 号十七区 5 号楼。公司董事长胡庆荣先生主持本次现场会议。会议的召集 和召开符合《公司法》《深圳证券交易所股票上市规则》及《公司章程》的有关 规定。 2.通过 ...

北京市中伦律师事务所 关于航天工业发展股份有限公司 2026 年第一次临时股东会的 法律意见书 二〇二六年二月 北京市中伦律师事务所 关于航天工业发展股份有限公司 2026 年第一次临时股东会的 法律意见书 致：航天工业发展股份有限公司（以下简称"公司"） 北京市中伦律师事务所（以下简称"本所"）接受公司的委托，指派律师出 席并见证公司2026年第一次临时股东会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》 （以下简称"《股东会规则》"）、《律师事务所从事证券法律业务管理办法》 （以下简称"《证券法律业务管理办法》"）、《律师事务所证券法律业务执业 规则（试行）》（以下简称"《证券法律业务执业规则》"）等相关法律、行政 法规、规章、规范性文件及《航天工业发展股份有限公司章程》（以下简称"《公 司章程》"）的规定，就本次会议的召集与召开程序、召集人资格、出席会议人 员资格、会议表决程序及表决结果等事宜，出具本法律意见书。 3．本所律师已经按照《股东会规则》的要求，对公司本次会议所涉及的相 关 ...

Market Performance - The film and television, media, and short drama game sectors saw significant gains, while cultivated diamonds, gold concepts, liquor, and photovoltaic equipment sectors declined [1] - The media sector experienced a surge with over 10 stocks hitting the daily limit up, including Duoke Culture, Zhongwen Online, and Rongxin Culture [1] Stock Performance - Notable gainers included: - Duoke Culture: +20.03% at 13.90 - Zhongwen Online: +20.01% at 42.34 - Rongxin Culture: +20.00% at 50.69 - Liujin Technology: +16.82% at 16.25 - Zhongxin Publishing: +10.93% at 34.70 [2] - Conversely, the photovoltaic equipment sector saw declines, with Guosheng Technology down over 9% and Shuangliang Energy down over 7% [3][4] Market Activity - The total trading volume in the Shanghai and Shenzhen markets was 2.11 trillion, a decrease of 143.9 billion from the previous trading day, with over 3,100 stocks declining [5] - As of the market close, the Shanghai Composite Index rose by 0.13%, the Shenzhen Component Index increased by 0.02%, while the ChiNext Index fell by 0.37% [6] Capital Flow - Main capital inflows were observed in the media, computer, and pharmaceutical sectors, while there were outflows from power equipment, non-bank financials, and retail sectors [7] - Specific stocks with significant net inflows included: - Light Media: 2.957 billion - Zhongwen Online: 2.079 billion - Sanhua Intelligent Control: 1.444 billion [7] Institutional Insights - CITIC Securities maintains an optimistic outlook on precious and non-ferrous metal prices through 2026 [8] - China Galaxy Securities views the current moment as a new starting point for the storage chip sector [8] - Huatai Securities is optimistic about the continued global market share growth of domestic engineering machinery manufacturers [8]

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with the top 20 stocks experiencing substantial withdrawals, highlighting potential concerns in the respective sectors [1][2][3] Group 1: Stock Performance and Capital Outflow - GCL-Poly Energy saw a capital outflow of 1.342 billion yuan, despite a price increase of 2.58% [2] - Lightway Technology experienced a capital outflow of 853 million yuan, with a decline of 1.71% [2] - Xinwei Communication had a capital outflow of 837 million yuan, with a drop of 3.66% [2] - Shanshan Co. faced an outflow of 827 million yuan, down 4.24% [2] - Tianfu Communication saw an outflow of 817 million yuan, with a decrease of 2.84% [2] - Zhongchao Holdings had a significant outflow of 780 million yuan, down 6.14% [2] - Contemporary Amperex Technology experienced a capital outflow of 701 million yuan, with a slight decline of 1.07% [2] - BlueFocus Communication saw an outflow of 687 million yuan, with a minor increase of 0.5% [2] - Aerospace Electronics faced an outflow of 679 million yuan, down 3.03% [2] - 360 Security Technology had a capital outflow of 672 million yuan, with a rise of 1.24% [2] - Western Materials experienced an outflow of 656 million yuan, down 6.78% [3] Group 2: Additional Stock Details - China Satellite had a capital outflow of 616 million yuan, with a decline of 1.79% [3] - Shunhao Co. faced an outflow of 604 million yuan, down 7.65% [3] - Aerospace Development saw an outflow of 584 million yuan, with a decrease of 4.48% [3] - Qianzhao Optoelectronics experienced an outflow of 538 million yuan, down 5.94% [3] - Wuzhou New Spring had a capital outflow of 524 million yuan, with an increase of 6.29% [3] - Robot Technology faced an outflow of 521 million yuan, down 5.81% [3] - Longi Green Energy saw an outflow of 507 million yuan, with a decline of 1.93% [3] - Kweichow Moutai experienced a capital outflow of 499 million yuan, down 1.45% [3] - JuLi Rigging faced an outflow of 475 million yuan, down 6.86% [3]

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with the top 20 stocks experiencing substantial withdrawals, highlighting potential concerns in investor sentiment and market dynamics [1][2][3] Group 1: Major Stocks with Capital Outflows - GCL-Poly Energy saw the largest outflow of -1.009 billion yuan, indicating a negative trend in the photovoltaic equipment sector [1][2] - Soshine Technology experienced an outflow of -679 million yuan, reflecting challenges in the electronic components industry [1][2] - 360 Security Technology had a capital outflow of -649 million yuan, suggesting potential issues in the software development sector [1][2] Group 2: Additional Stocks with Notable Withdrawals - Tianfu Communication faced an outflow of -561 million yuan, indicating pressures in the communication equipment sector [1][2] - Aerospace Development reported a capital outflow of -530 million yuan, which may reflect broader concerns in the aerospace and defense industry [1][2] - Kweichow Moutai experienced an outflow of -428 million yuan, raising questions about the performance in the liquor industry [1][3]

Core Viewpoint - The data indicates significant outflows of main funds from various stocks, highlighting potential concerns in specific sectors and companies [1][2][3] Group 1: Stock Performance and Fund Flow - GCL-Poly Energy experienced a fund outflow of 1.151 billion yuan with a price increase of 3.77% [2] - Tianshu Communication saw a fund outflow of 816 million yuan with a price decrease of 4.65% [2] - Guangku Technology had a fund outflow of 763 million yuan and a price drop of 3.46% [2] - Shanshan Co. faced a fund outflow of 749 million yuan with a decline of 1.96% [2] - Western Materials reported a significant fund outflow of 735 million yuan and a price decrease of 8.52% [2] - Zhongchao Holdings had a fund outflow of 688 million yuan with a price drop of 6.05% [2] - BlueFocus Communication experienced a fund outflow of 666 million yuan and a price increase of 2.36% [2] - XW Communications saw a fund outflow of 665 million yuan with a price decrease of 4.11% [2] - 360 Security Technology had a fund outflow of 626 million yuan and a price increase of 1.94% [2] - Aerospace Development faced a fund outflow of 596 million yuan with a price drop of 5.67% [2] - China Satellite experienced a fund outflow of 539 million yuan with a price decrease of 2.37% [3] Group 2: Additional Stock Details - Aerospace Electronics had a fund outflow of 525 million yuan with a price drop of 3.98% [3] - Shunhao Co. reported a fund outflow of 518 million yuan and a significant decline of 9.67% [3] - Robot Technology faced a fund outflow of 496 million yuan with a price decrease of 6.67% [3] - Qianzhao Optoelectronics had a fund outflow of 491 million yuan and a price drop of 6.5% [3] - Yongding Co. experienced a fund outflow of 481 million yuan with a price decrease of 1.43% [3] - Julite Equipment reported a fund outflow of 476 million yuan and a price drop of 6.16% [3] - Shenghe Resources had a fund outflow of 463 million yuan with a price increase of 2.1% [3] - China Duty Free Group faced a fund outflow of 454 million yuan with a price decrease of 3.08% [3] - Wuzhou New Spring reported a fund outflow of 444 million yuan with a price drop of 2.04% [3]

Market Overview - The A-share market experienced a strong rally on February 9, with major indices rising across the board and over 4600 stocks increasing in value, indicating active trading sentiment [1][12] - A total of 99 stocks hit the daily limit up, with high-end manufacturing sectors emerging as the primary focus for capital [1] Sector Performance - The high-end manufacturing sector, particularly the electrical equipment industry, showed significant activity, with 17 stocks reaching the limit up, outperforming other sectors [1] - The market displayed a preference for "arbitrage" rather than "creating new trends," with institutions and retail investors not forming a cohesive strategy [2] Key Investment Themes - The core investment themes identified include photovoltaic technology, AI applications, and nuclear fusion, with a notable focus on technology leaders rather than mere capacity expansion [1] - The CPO (Co-Packaged Optics) concept surged by 7.20%, driven by multiple factors including policy support, technological breakthroughs, and increased overseas demand [10][11] Capital Flow Analysis - Significant capital inflow was observed in the communication sector, which rose by 5.17% with nearly 20 billion yuan entering the market, reflecting strong investor interest [5][6] - The top five stocks receiving major capital inflows were primarily in the communication and AI sectors, with NewEase and Tianfu Communication leading the way [7][9] Stock Performance - The stock performance analysis indicated that 79 stocks reached the first limit up, while only 10 advanced to the second limit up, showing a cautious approach from investors [4] - The CPO concept stocks, which have a high weight in the ChiNext 50 index, contributed to a 2.95% increase in the ChiNext 50 ETF, enhancing the attractiveness of the sector [12]

Market Overview - The Shanghai Composite Index fell by 0.25%, the Shenzhen Component Index decreased by 0.33%, and the ChiNext Index dropped by 0.73% on February 6 [1] - The Shanghai and Shenzhen 300 Index declined by 0.57% [1] - Among the tradable A-shares, 2,749 stocks rose, accounting for 50.29%, while 2,550 stocks fell [1] Capital Flow - The main capital saw a net outflow of 11.249 billion yuan, marking three consecutive trading days of net outflows [1] - The ChiNext experienced a net outflow of 12.318 billion yuan, while the Sci-Tech Innovation Board had a net outflow of 0.155 billion yuan [1] - The Shanghai and Shenzhen 300 constituent stocks faced a net outflow of 8.381 billion yuan [1] Industry Performance - Among the 11 first-level industries, 8 saw gains, with the top performers being the petroleum and petrochemical sector, which rose by 2.55%, and the basic chemical sector, which increased by 2.05% [1] - The industries with the largest capital outflows included media, which saw a net outflow of 4.346 billion yuan and a decline of 0.84%, and defense and military industry, which had a net outflow of 3.950 billion yuan and a drop of 1.66% [2] Detailed Industry Capital Flow - The electric equipment industry led with a net inflow of 5.386 billion yuan and a daily increase of 1.27% [3] - The basic chemical industry followed with a net inflow of 4.600 billion yuan and a daily increase of 2.05% [3] - Other industries with notable capital outflows included computer, communication, and food and beverage sectors [2] Individual Stock Performance - A total of 2,002 stocks experienced net inflows, with 697 stocks having inflows exceeding 10 million yuan [3] - The stock with the highest net inflow was Wuzhou Xinchun, which rose by 10.01% with a net inflow of 1.285 billion yuan [3] - Conversely, 115 stocks had net outflows exceeding 100 million yuan, with the highest outflows from Xinyi Sheng, Zhongji Xuchuang, and Aerospace Development, amounting to 2.847 billion yuan, 1.521 billion yuan, and 1.272 billion yuan respectively [3]