Core Viewpoint - The company, Aerospace Rainbow, is strengthening its strategic partnership with Electric Science and Technology Blue Sky by participating as a strategic investor in its initial public offering on the Sci-Tech Innovation Board, with a subscription amount not exceeding 40 million RMB [1] Group 1 - Aerospace Rainbow will use its own funds to participate in the strategic placement of Electric Science and Technology Blue Sky's IPO [1] - The subscription amount for the strategic placement is capped at 40 million RMB [1] - Further details will be disclosed in a public announcement scheduled for January 29, 2026 [1]

Group 1 - The General Aviation ETF (159378) closed down 0.62% at 1.448 yuan with a trading volume of 20.13 million yuan [1] - Key holdings in the General Aviation ETF include Wan Feng Ao Wei down 0.45%, Aerospace Rainbow down 1.26%, and China Satellite down 2.37% [1] - The ETF's performance benchmark is the National General Aviation Industry Index return rate, managed by Yongying Fund Management Company [1] Group 2 - Since its inception on January 2, 2025, the General Aviation ETF has returned 45.48%, while its return over the past month is -5.56% [1]

Group 1 - The General Aviation ETF Penghua (563870) experienced a decline of 1.25%, closing at 0.951 yuan with a trading volume of 3.7077 million yuan [1] - Major holdings in the General Aviation ETF Penghua saw significant drops, including Aerospace Electronics down 3.98%, Haige Communication down 2.01%, and China Satellite Communications down 2.36% [1] - The fund's performance benchmark is the CSI General Aviation Theme Index return, with a return of -3.67% since its establishment on December 31, 2025, and a one-month return of -9.36% [1]

证券日报网讯 2月9日，航天彩虹在互动平台回答投资者提问时表示，公司已发布2025年度业绩预告， 请投资者以公司在法定信息披露媒体发布的公告为准，谨慎决策，注意投资风险。 （文章来源：证券日报） ...

证券日报网讯 2月9日，航天彩虹在互动平台回答投资者提问时表示，公司的光学膜主要应用于高端液 晶显示器材背光膜组、抗静电保护膜、触摸屏保护膜、汽车用膜等。 （文章来源：证券日报） ...

Core Viewpoint - The company focuses on high-tech film sectors, emphasizing innovation in process technology and new product development [1] Group 1: Business Focus - The company is dedicated to the development of functional polyester films and optical films as its two main business areas [1] - The company employs a comprehensive control model encompassing "R&D + procurement + production + sales" to accurately meet market demands [1]

证券日报网讯 2月9日，航天彩虹在互动平台回答投资者提问时表示，公司始终秉持服务国家战略与参 与国际合作的宗旨，彩虹-7的研发与市场规划严格遵循国家相关政策和指导方向。公司坚持以市场需求 为导向，产品具备服务国内国际两个市场的潜力，将根据国家有关规定以及不同市场客户的需求，依法 依规、灵活有序地开展相关业务，并为投资者创造可持续价值。 （编辑 王雪儿） ...

证券日报网讯2月9日，航天彩虹（002389）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东数量是119702户。 ...

Investment Rating - The report maintains a "Buy" rating for the aerospace and military industry, with specific recommendations for several companies [8][42]. Core Viewpoints - The report emphasizes the increasing uncertainty in international security, highlighting opportunities in military trade as countries ramp up defense spending. For instance, the U.S. has approved military sales worth $6.67 billion to Israel and $9 billion to Saudi Arabia, indicating a vibrant military trade market [11][12]. - The report suggests that China's military equipment demand is expected to grow, particularly in new domains and advanced weaponry, aligning with the "14th Five-Year Plan" [13][17]. - The military trade market is anticipated to remain active, with China positioned as a key supplier capable of providing comprehensive solutions [11][12]. Summary by Sections Industry Investment Rating - The aerospace and military industry is rated as "Buy" with a focus on specific companies such as AVIC Shenyang Aircraft Corporation, Guorui Technology, and others [8][42]. Key Companies - Recommended companies include: - AVIC Shenyang Aircraft Corporation (600760 CH) - Guorui Technology (600562 CH) - Western Superconducting Technologies (688122 CH) - Guotai Group (603977 CH) - Ruichuang Micro-Nano (688002 CH) - Steel Research and Testing (300797 CH) - Northern Navigation (600435 CH) - Gaode Infrared (002414 CH) - Aerospace Rainbow (002389 CH) - Aerospace Intelligent Manufacturing (300446 CH) [3][42]. Market Trends - The report notes a structural shift in military equipment demand, with a focus on new technologies such as unmanned systems and advanced weaponry. The "14th Five-Year Plan" is expected to drive significant growth in these areas [13][15][16]. - The military trade market is projected to grow, with China's market share expected to increase from 5.87% to a more competitive position as global military spending rises [17][18]. Performance Metrics - As of February 6, 2026, the Shenyuan Defense and Military Index has a PE (TTM) of 95.29, indicating a high valuation relative to historical levels [39][40].

证券日报网讯 2月9日，航天彩虹在互动平台回答投资者提问时表示，根据公司坚定聚焦无人机主业发 展的既定战略，将低效资产处置所得资金投入无人机业务，为未来业务发展奠定基础是更好的选择。目 前公司正处于成长期的关键阶段，为确保未来无人机行业高速发展趋势中有公司的一席之地，资源投入 是必要的。同时，公司也高度重视市值管理工作，会根据市场和公司股价运行情况依法依规进行相应市 值管理措施。 （文章来源：证券日报） ...