Market Overview - The three major indices collectively declined on the last trading day of the lunar year, with the Shanghai Composite Index falling by 1.26% to below 4100 points, the Shenzhen Component Index down by 1.28%, and the ChiNext Index down by 1.57% [3] - However, for the entire year, major indices saw significant gains, with the Shanghai Composite Index up by 25.28%, the Shenzhen Component Index up by 38.84%, and the ChiNext Index up by 58.73% [4] Industry Highlights Military Equipment Sector - The military equipment sector showed resilience, with stocks like Andavere hitting a 20% limit up, and other companies such as Aviation Power and Yaxing Anchor Chain also reaching their limit up [6] - Recent developments include the successful first flight of China's first electric vertical takeoff and landing aircraft, led by the China Aerospace Science and Technology Corporation [8] - Analysts suggest that the increasing complexity of the international environment necessitates advanced military equipment, indicating a long-term positive outlook for the military industry [9] AI Sector - Despite a downturn in the Hong Kong market, several AI concept stocks surged, with Zhizhu rising over 140% this week [10][11] - The launch of new AI models coinciding with the Lunar New Year is expected to attract significant consumer interest, marking a competitive "Spring Festival release season" [13] - The global AI agent market is rapidly expanding, with notable projects like OpenClaw gaining traction, indicating a shift towards more capable execution-type AI [13] Precious Metals Sector - The precious metals sector experienced a sharp decline, with significant drops in gold and silver prices, attributed to geopolitical factors and market volatility [15][16] - Recent reports indicate that algorithmic trading may have exacerbated the sell-off in precious metals, with profit-taking and margin calls contributing to the downturn [18]

成分股方面，航发动力涨停，航发控制、恩捷股份等成分股涨幅居前；中远海能跌9.50%领跌成分股，迈为股份、亨通光电等成分股跌幅靠前。 （文章来源：新华财经） 走势上看，新华500指数（989001）13日震荡调整。指数盘中最高触及5316.72点，最低触及5263.41点，成分股全天总成交额报6626亿元。 新华财经北京2月13日电新华500指数（989001）2月13日收盘报5266.19点，跌幅1.28%。 ...

安达维尔涨超15%，海兰信、航发控制、星环科技、航宇科技、广联航空、天银机电等跟涨。 (本文来自第一财经) 安达维尔涨超15%，海兰信、航发控制、星环科技、航宇科技、广联航空、天银机电等跟涨。 (本文来自第一财经) ...

截至1月30日，航发控制股东户数8.85万，较上期减少3.32%；人均流通股14865股，较上期增加3.43%。 2025年1月-9月，航发控制实现营业收入39.68亿元，同比减少5.75%；归母净利润4.01亿元，同比减少 36.25%。 分红方面，航发控制A股上市后累计派现9.03亿元。近三年，累计派现5.14亿元。 机构持仓方面，截止2025年9月30日，航发控制十大流通股东中，华夏军工安全混合A（002251）位居 第五大流通股东，持股2613.91万股，相比上期增加1432.77万股。富国中证军工龙头ETF（512710）位 居第七大流通股东，持股1783.82万股，相比上期增加267.73万股。南方中证500ETF（510500）位居第 十大流通股东，持股1147.03万股，相比上期减少19.92万股。 2月12日，航发控制盘中上涨2.06%，截至09:51，报27.25元/股，成交2.54亿元，换手率0.72%，总市值 358.39亿元。 资金流向方面，主力资金净流入28.25万元，特大单买入1175.05万元，占比4.63%，卖出1375.03万元， 占比5.42%；大单买入5672.18万元 ...

华夏军工安全混合A（002251）基金经理为万方方。 截至发稿，万方方累计任职时间5年181天，现任基金资产总规模84.12亿元，任职期间最佳基金回报 46.57%， 任职期间最差基金回报-28.59%。 2月6日，航发控制跌5.3%，截至发稿，报26.45元/股，成交8.08亿元，换手率2.27%，总市值347.87亿 元。 资料显示，中国航发动力控制股份有限公司位于江苏省无锡市滨湖区梁溪路792号，成立日期1997年6月 20日，上市日期1997年6月26日，公司主营业务涉及航空、航天发动机控制系统产品的研制、生产、销 售、修理;汽车零部件、摩托车零部件生产、销售。主营业务收入构成为：航空发动机及燃气轮机控制 系统89.13%，国际合作7.48%，控制系统技术衍生产品3.39%。 从航发控制十大流通股东角度 数据显示，华夏基金旗下1只基金位居航发控制十大流通股东。华夏军工安全混合A（002251）三季度 增持1432.77万股，持有股数2613.91万股，占流通股的比例为1.99%。根据测算，今日浮亏损失约 3868.58万元。 华夏军工安全混合A（002251）成立日期2016年3月22日，最新规模38 ...

2月5日，航发控制大宗交易成交9.49万股，成交额242万元，占当日总成交额的0.09%，成交价25.5元，较市场收盘价27.93元 折价8.7%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-05 | 000738 | 航发控制 | 25.50 | 9.49 | | 242.00 粤开证券股份有限 | 中国银河证券股份 | | | | | | | | 公司广东分公司 | 有限公司成都牛市 | | | | | | | | | 口证券营业部 | ...

Group 1 - The core point of the article is that as of January 30, 2026, the number of shareholders for the company Hangfa Control (000738) is 88,472 [1]

Core Viewpoint - The commercial aerospace sector experienced a short-term surge, with several companies reaching new highs and others showing significant gains [1] Group 1: Company Performance - Chunhui Zhikong, Juyi Suoju, and Runbei Hangke achieved new intraday highs [1] - Shenghui Technology and Boyun New Materials hit the daily limit up [1] - Hangfa Control, Shenkai Co., and Shunhao Co. also saw increases in their stock prices [1]

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

Market Overview - The market experienced a rebound with the Shanghai Composite Index and ChiNext Index rising over 1%, while the Shenzhen Component Index increased by more than 2% [1] - The space photovoltaic concept stocks surged, with companies like Dike Co. and Haiyou New Materials hitting the daily limit [1] - CPO and other computing hardware stocks continued their upward trend, with companies such as Robotec and Tiantong Co. also reaching the daily limit [1] - The commercial aerospace sector saw strong performance, with stocks like Aerospace Development and Aerospace Control hitting the daily limit [1] - Overall, more than 4,800 stocks in the Shanghai and Shenzhen markets were in the green, with a total trading volume of 2.56 trillion [1] Hot Topics Photovoltaics - The photovoltaic sector saw significant gains, with stocks like Shuangliang Energy, Aotemi, Lushan New Materials, and Foster hitting the daily limit [4] - Shuangliang Energy's stock price reached 10.10, with a rise of 10.02%, and a market capitalization of 18.925 billion [5] - Lushan New Materials' stock price increased by 10% to 26.51, with a market capitalization of 4.285 billion [6] - The demand for space photovoltaics is expected to grow significantly, with a market size potentially reaching hundreds of billions by 2030 [6] Aerospace - The aerospace sector rebounded sharply, with stocks like Juliyou and Runbei Aerospace hitting the daily limit [7] - SpaceX announced the acquisition of xAI, with a combined valuation expected to reach 1.25 trillion [7][8] - The domestic market is anticipated to enter the era of reusable rockets by 2026, with both commercial and state-owned companies advancing their projects [9] Optical Communication - The optical communication sector experienced a surge, with stocks like Hangdian Co. and Tiantong Co. hitting the daily limit [10] - Alphabet's stock reached a historical high, with expectations for strong fourth-quarter earnings [10] - The OCS project aims to standardize optical switching technology, with significant improvements in network performance reported [12] CPO Technology - CPO technology shipments are projected to scale up significantly from 2026 to 2027, with penetration rates expected to reach 50.6% by 2029 for 3.2T CPO [13]