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].

证券代码：002625 证券简称：光启技术 公告编号：2026-011 光启技术股份有限公司 关于开立募集资金现金管理产品 专用结算账户的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 光启技术股份有限公司（以下简称"公司"）于2025年12月3日召开第五届 董事会第二十七次会议，于2025年12月19日召开2025年第六次临时股东会，审议 通过了《关于继续使用部分闲置募集资金进行现金管理的议案》，同意公司在确 保不影响募集资金项目建设和募集资金使用的前提下，公司及所属相关子公司、 孙公司使用总额不超过人民币300,000万元（含本数）的闲置募集资金进行现金 管理。上述额度自公司股东会审议通过之日起12个月内有效，在前述额度和期限 范围内可滚动使用。具体内容详见公司于2025年12月4日在《上海证券报》《证 券时报》《中国证券报》《证券日报》及巨潮资讯网（http://www.cninfo.com.cn） 披露的《关于继续使用部分闲置募集资金进行现金管理的公告》（公告编号： 2025-102）。 一、开立募集资金现金管理产品专用结算账户的情况 | 序号 ...

智通财经APP讯，瀚源控股(00439)公布，于本公布日期，公司(透过卖方)合共持有40,799,936股光启技 术股份，占已发行光启技术股份总数的1.89%。获股东批准后，集团拟于光启技术股份出售授权期限(即 12个月期限)内继续透过深圳证券交易所的交易系统于公开市场出售所有该等光启技术股份，或进行大 宗交易以出售所有该等光启技术股份。预期每股光启技术股份的售价将不低于最低售价33.56元。 （原标题：瀚源控股(00439)拟出售所持光启技术股份） fund ...

格隆汇2月3日丨瀚源控股(00439.HK)公告，于本公布日期，公司(透过卖方)合共持有40,799,936股光启 技术股份，占已发行光启技术股份总数的1.89%。获股东批准后，集团拟于光启技术股份出售授权期限 (即12个月期限)内继续透过深圳证券交易所之交易系统于公开市场出售所有该等光启技术股份，或进行 大宗交易以出售所有该等光启技术股份。预期每股光启技术股份之售价将不低于最低售价。 ...

智通财经APP讯，瀚源控股(00439)公布，于本公布日期，公司(透过卖方)合共持有40,799,936股光启技 术股份，占已发行光启技术股份总数的1.89%。获股东批准后，集团拟于光启技术股份出售授权期限(即 12个月期限)内继续透过深圳证券交易所的交易系统于公开市场出售所有该等光启技术股份，或进行大 宗交易以出售所有该等光启技术股份。预期每股光启技术股份的售价将不低于最低售价33.56元。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 【2026年2月3日讯】光启技术股份有限公司（以下简称"光启技术"）于2月3日发布回购股份进展公告， 披露截至2026年1月31日，公司暂未实施此前披露的股份回购计划。该回购方案于2025年12月30日经董 事会审议通过，计划使用自有资金回购5000万元至1亿元公司A股股份，用于后续员工持股计划或股权 激励。 公告显示，截至2026年1月31日，公司暂未实施股份回购。根据中国证监会《上市公司股份回购规则》 及深圳证券交易所相关规定，上市公司在回购期间需于每月前三个交易日内披露截至上月末的回购进展 情况。本次公告即为公司履行上述信息披露义务的体现。 后续安排：回购计划持续推进中 光启技术表示，将严格按照回购方案及相关法律法规要求，在回购期限内根据市场情况择机实施回购， 并持续履行信息披露义务。市场人士指出，公司后续回购进度及力度或受股价表现、资金安排等多重因 素影响，投资者可关注每月初披露的进展公告以获取最新动态。 回购方案核心要素回顾 根据公告，光启技术于2025年12月30日召开第五届董事会第二十八次会议，审议通过《关于回购公司股 份方案的议案》。方案明确， ...

（文章来源：证券日报） 证券日报网讯 2月2日，光启技术发布公告称，截至2026年1月31日，公司尚未实施股份回购，后续将视 市场情况在剩余期限内推进5，000万元至10，000万元回购计划。 ...

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证券代码：002625 证券简称：光启技术 公告编号：2026-010 光启技术股份有限公司 关于回购公司股份的进展公告 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。 光启技术股份有限公司（以下简称"公司"）于 2025 年 12 月 30 日召开第 第五届董事会第二十八次会议，审议通过了《关于回购公司股份方案的议案》， 同意公司使用自有资金通过深圳证券交易所交易系统以集中竞价交易方式回购 公司已发行的部分人民币普通股（A 股）股票。本次回购股份将用于后续员工 持股计划或股权激励，公司如未能在披露回购结果暨股份变动公告后 36 个月内 实施前述用途，尚未使用的已回购股份将依法予以注销。本次回购资金总额不低 于人民币 5,000.00 万元（含）且不超过人民币 10,000.00 万元（含），回购价格 不超过人民币 74.54 元/股（含），实施期限为自公司董事会审议通过回购股份方 案之日起不超过 12 个月。具体内容详见公司披露于《上海证券报》《证券时报》 《中国证券报》《证券日报》及巨潮资讯网（http://www.cninfo.com.cn）上的《关 于 ...

截至9月30日，光启技术股东户数12.26万，较上期增加1.83%；人均流通股17579股，较上期减少 1.79%。2025年1月-9月，光启技术实现营业收入15.96亿元，同比增长25.76%；归母净利润6.06亿元，同 比增长12.81%。 1月30日，光启技术涨0.81%，成交额12.06亿元。两融数据显示，当日光启技术获融资买入额1.95亿 元，融资偿还2.06亿元，融资净买入-1081.72万元。截至1月30日，光启技术融资融券余额合计85.18亿 元。 融资方面，光启技术当日融资买入1.95亿元。当前融资余额85.15亿元，占流通市值的8.33%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，光启技术1月30日融券偿还1600.00股，融券卖出1500.00股，按当日收盘价计算，卖出金额 7.12万元；融券余量5.95万股，融券余额282.45万元，低于近一年10%分位水平，处于低位。 资料显示，光启技术股份有限公司位于广东省深圳市南山区粤海街道麻岭社区高新中一道9号软件大厦 三层，成立日期2001年7月18日，上市日期2011年11月3日，公司主营业务涉及新一代超材料尖端装备产 品的 ...