| | | 2月13日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | 股东减持 | 千方科技 | 杭州灏月拟减持不超过1.5%股份 | | | 采自股份 | 明牌实业拟合计减持不超过3%股份 | | | 经纬股份 | 董事、高级管理人员拟合计减持不超过1.53%股份 | | | 汇通能源 | 股东宁波沪拟减持不超过206.28万股公司股份 | | | 华康浩浄 | 实际控制人及其一致行动人拟减持不超过3%股份 | | | 德马科技 | 股东朱光葵拟减持不超3.00%股份 | | | 莱绅通灵 | 欧陆之星钻石拟合计减持不超过3.00%股份 | | | 惠博普 | 黄松拟减持不超过1%股份 | | | 海正生材 | 中石化资本拟减持不超1%股份 | | | 吴海生科 | 楼国梁拟合计减持不超过100万股公司股份 | | | 博菲电气 | 海宁云格和海宁聚成合计减持232. 13万股股份 | | | 大元泵业 | 股东韩元富拟减持不超过559.5万股公司股份 | | | 南威软件 | 股东启重始源已减持493.4万股公司股份 | | 其他 | 海格通信 | 股 ...

福达合金：控股股东王达武拟减持不超3%公司股份 福达合金公告，控股股东王达武持有3624.87万股，占26.7626%，因自身资金需求，计划自公告披露之 日起15个交易日后的2026年3月16日-2026年6月15日，通过集中竞价、大宗交易合计减持公司股份不超 过406.34万股，即不超过公司总股本的3%。 *ST松发：下属公司签订17艘船舶建造合同 合同金额合计为16亿-18亿美元 2月12日晚，*ST松发(603268)发布公告称，公司下属公司恒力造船（大连）有限公司近日与欧洲知名船 东签订了17艘船舶建造合同，包括1艘LR2型原油及成品油运输船、8艘30.6万吨超大型原油运输船 （VLCC）、4艘好望角型散货船、4艘6000TEU集装箱船。合同金额合计为16亿-18亿美元。 派瑞股份：与高校合作大容量功率半导体项目 2月12日晚，派瑞股份(300831)发布公告称，公司于2026年2月11日与某高校签订《项目技术合作协 议》，拟在大容量功率半导体器件及配套电力电子模块领域开展设计、仿真分析、试验验证、产品定 型、驱动研制及产销推广等合作；派瑞股份负责芯片设计、制造、封装测试，高校牵头应用验证。协议 自双 ...

海格通信（002465）(002465.SZ)发布公告，股东杨海洲先生计划在本公告披露之日起15个交易日后的3 个月内以集中竞价交易方式减持公司股份不超过400万股(约占剔除回购专用账户股份后公司总股本的 0.1624%)。 ...

智通财经APP讯，海格通信(002465.SZ)发布公告，股东杨海洲先生计划在本公告披露之日起15个交易日 后的3个月内以集中竞价交易方式减持公司股份不超过400万股(约占剔除回购专用账户股份后公司总股 本的0.1624%)。 ...

格隆汇2月12日丨海格通信(002465.SZ)公布，持有公司股份2442.51万股(约占剔除回购专用账户股份后 公司总股本的0.9920%)的股东杨海洲先生计划在本公告披露之日起15个交易日后的3个月内以集中竞价 交易方式减持本公司股份不超过400万股(约占剔除回购专用账户股份后公司总股本的0.1624%)。 ...

证券代码：002465 证券简称：海格通信 公告编号：2026-012 号 广州海格通信集团股份有限公司 关于股东股份减持计划的预披露公告 股东杨海洲先生保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示：持有广州海格通信集团股份有限公司（以下简称"公司"或"本 公司"）股份 24,425,125 股（约占剔除回购专用账户股份后公司总股本的 0.9920%） 的股东杨海洲先生计划在本公告披露之日起 15 个交易日后的 3 个月内以集中竞价 交易方式减持本公司股份不超过 4,000,000 股（约占剔除回购专用账户股份后公司 总股本的 0.1624%）。 公司收到公司股东杨海洲先生出具的《股份减持计划告知函》，现将相关情况 公告如下： （二）截至本公告披露日，杨海洲先生持有公司股份 24,425,125 股，约占剔 除回购专用账户股份后公司总股本的 0.9920%。 二、本次减持计划的主要内容 （一）减持计划的具体安排 1. 拟减持原因：个人资金规划。 2. 减持股份来源：公司首次公开发行股票前持有的股 ...

海格通信公告，股东杨海洲先生持有公司2442.51万股，占剔除回购专用账户股份后总股本0.9920%，计 划自公告披露日起15个交易日后的3个月内，以集中竞价方式减持股份不超过400万股，占0.1624%。拟 减持股份来源为公司首次公开发行股票前持有及因资本公积转增取得的股份，减持原因为个人资金规 划。 ...

Group 1 - Aerospace Electronics (600879) is a core listed platform of the Aerospace Science and Technology Group, focusing on aerospace electronic information systems, inertial navigation, integrated circuits, and electromechanical components. It is a leading supplier for manned lunar landing projects, providing key equipment for the Long March 10 rocket and the Dream Chaser spacecraft, with a leading market share in aerospace electronic support [1][25]. - Aerospace Power (600343) specializes in aerospace liquid propulsion systems and is a key supplier for the Long March 10 rocket's propulsion system. The company is recognized for its high-temperature and high-reliability products, suitable for manned lunar landing conditions, and is expected to see strong growth in orders as the lunar landing program progresses [2][26]. - Aerospace Engineering (603698) relies on resources from the Aerospace Science and Technology Group and is involved in system integration and launch support for manned lunar landing projects. The company is recognized as a leader in aerospace engineering contracting and is expected to expand its system integration business as demand for launch support services increases [3][27]. Group 2 - Aerospace Electromechanical (600151) focuses on special materials and energy systems for spacecraft, serving as a core supplier for the Dream Chaser and lunar probe. The company is recognized for its lightweight and high-strength products, which are essential for manned lunar missions, and is expected to see rapid growth in its aerospace support business [4][28]. - Aerospace Electrical (002025) specializes in high-end relays, connectors, and micro motors, with a market share exceeding 70% in aerospace connectors. The company is viewed as a critical supplier for manned lunar projects, with strong reliability and high technical barriers, and is expected to see increased demand as the lunar landing program advances [5][30]. - Quanxin Co., Ltd. (300447) focuses on aerospace special cables and transmission components, providing high-temperature and interference-resistant cables for lunar landing projects. The company is recognized as a leader in the aerospace cable segment, with stable orders expected to grow as demand for aerospace information technology increases [6][31]. Group 3 - Zhenhua Technology (000733) is a leading military electronics company, providing essential electronic components and power systems for spacecraft. The company is expected to see significant growth in product demand as the lunar landing program progresses, supported by its strong technical capabilities and customer resources [7][32]. - Torch Electronics (603678) specializes in ceramic capacitors and aerospace components, recognized as a core supplier for ceramic capacitors in lunar landing projects. The company is expected to see growing demand for its aerospace-grade capacitors as the lunar landing program advances [8][33]. - Guojijiang Precision (002046) focuses on aerospace special bearings and precision manufacturing equipment, with a market share exceeding 90% in high-reliability aerospace bearings. The company is expected to see strong demand for its special bearings as the lunar landing spacecraft development accelerates [9][34]. Group 4 - China Satellite (600118) is a leading satellite manufacturer under the Aerospace Science and Technology Group, providing satellite development and application services for lunar landing projects. The company is expected to see rapid growth in its satellite manufacturing and application business as demand for space-based systems increases [10][35]. - China Satcom (601698) specializes in satellite communication services, providing critical communication links for lunar landing missions. The company is recognized as a leader in satellite communication operations, with expected growth in service revenue as lunar landing tasks progress [11][36]. - Haige Communication (002465) focuses on satellite navigation and wireless communication, serving as a core supplier for navigation and communication terminals in lunar landing projects. The company is expected to see strong growth in its core business as demand for lunar landing measurement and control systems increases [12][37]. Group 5 - Beidou Xingtong (002151) is a core enterprise in the Beidou navigation industry chain, providing high-precision navigation solutions for rockets and spacecraft. The company is expected to see rapid growth in its aerospace navigation business as demand for high-precision navigation increases with the lunar landing program [13][38]. - Guangwei Composite Materials (300699) is a leading carbon fiber manufacturer, providing lightweight materials for the Long March 10 rocket and Dream Chaser. The company is expected to see growing orders for its composite materials as demand for lightweight solutions in aerospace increases [14][39]. - Guangqi Technology (002625) specializes in metamaterials and aerospace structural components, providing lightweight and radiation-resistant parts for spacecraft. The company is expected to see increasing demand for its metamaterial solutions as the lunar landing program progresses [15][40]. Group 6 - Steel Research High-Nickel (300034) focuses on high-temperature alloys and aerospace special alloys, providing critical materials for rocket engines. The company is expected to see strong demand for its high-temperature alloys as the lunar landing rocket production accelerates [16][41]. - Western Materials (002149) specializes in titanium alloys and rare metal composite materials, providing lightweight components for lunar landing vehicles. The company is expected to see growing demand for its special materials as the lunar landing spacecraft development accelerates [17][42]. - Hailanxin (300065) focuses on marine electronic information and aerospace recovery measurement and control systems, providing critical support for lunar landing return missions. The company is expected to see rapid growth in its measurement and control business as lunar landing return tasks are implemented [18][43]. Group 7 - Jieli Rigging (002342) specializes in special rigging and lifting equipment, providing critical components for the safe recovery of lunar landing rockets. The company is expected to see increasing demand for its special rigging solutions as the technology for reusable rockets becomes more prevalent [19][44]. - China Shipbuilding (600150) is a leading shipbuilding company, focusing on the construction of marine recovery platforms for lunar landing missions. The company is expected to see continued growth in its recovery platform construction business as lunar landing tasks progress [20][45]. - Chaojie Co., Ltd. (301005) specializes in high-strength fasteners and precision structural components, providing critical fasteners for rockets and spacecraft. The company is expected to see growing demand for its fasteners as the lunar landing program moves into mass production [21][46]. - Yingliu Co., Ltd. (603308) focuses on high-temperature alloy castings and aerospace precision components, providing critical parts for rocket engines. The company is expected to see strong demand for its core components as the lunar landing rocket production accelerates [22][47].

（编辑 王雪儿） 证券日报网讯 2月10日，海格通信发布公告称，天健所作为公司2025年度财务报表和2025年末财务报告 内部控制审计机构，原委派王建甫作为公司2025年度财务报表审计报告和2025年末财务报告内部控制审 计报告的项目质量复核人。由于天健所内部工作调整，现委派曹博接替王建甫作为项目质量复核人。变 更后的项目质量复核人为曹博。 ...

证券代码：002465 证券简称：海格通信 公告编号：2026-011 号 广州海格通信集团股份有限公司 关于审计机构变更项目质量复核人的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 广州海格通信集团股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日 召开第六届董事会第二十五次会议，2025 年 4 月 25 日召开 2024 年年度股东大会， 审议通过了《关于续聘会计师事务所的议案》，同意续聘天健会计师事务所（特殊 普通合伙）（以下简称"天健所"）为公司 2025 年度财务审计机构和内部控制审计 机构。具体内容详见公司于 2025 年 3 月 29 日、2025 年 4 月 26 日在《中国证券报》 《证券时报》《证券日报》《上海证券报》和巨潮资讯网披露的《关于拟续聘会计 师事务所的公告》（公告编号：2025-015 号）、《2024 年年度股东大会决议公告》（公 告编号：2025-022 号）。 近日，公司收到天健所出具的《关于变更项目质量复核人的函》，现将具体情 况公告如下： 一、项目质量复核人变更情况 天健所作为公司 2025 ...