Group 1 - The core viewpoint of the article is that Xinxing Equipment (002933.SZ) has confirmed that its business currently does not involve commercial aerospace [1] Group 2 - The company responded to inquiries on an interactive platform regarding its business scope [1]

Core Viewpoint - The article highlights a significant surge in the military industry stocks in the A-share market following U.S. President Trump's proposal to increase the military budget to $1.5 trillion by 2027, which represents a 66% increase from previous levels [2][6]. Group 1: Market Reaction - On January 8, military stocks in the A-share market experienced a broad rally, with the Wind military index rising over 4%. Notable stocks such as Shaoyang Hydraulic and Hahai Huantong reached the 20% limit up, while others like Jianglong Shipbuilding and Dongtu Technology surged over 10% [4][6]. - Specific stock performances included Shaoyang Hydraulic at 49.60 with a 20.01% increase, Hahai Huantong at 63.56 with a 19.99% increase, and several others achieving around 10% gains [5][6]. Group 2: U.S. Military Budget Proposal - Trump's proposal for the 2027 military budget aims to address current global instability, with a 2026 budget set at $901 billion. This increase is framed as a move to build a "dream army" for the U.S. [2][6]. - The proposal follows Trump's recent military actions and threats, including potential interventions in Venezuela and other regions, emphasizing a proactive military stance [7][8]. Group 3: Future Outlook - Analysts from Dongfang Securities anticipate that the military sector will see a resurgence as new equipment construction plans are clarified, with a focus on unmanned systems and deep-sea technology. The military sector is expected to benefit from both domestic and international demand [10]. - Guosheng Securities predicts a gradual recovery for the military industry, with an upward trend expected from 2026 to 2028 due to accumulated orders and new expectations from the upcoming five-year plan [10].

Core Viewpoint - Emerging Equipment (002933.SZ) announced a significant shareholding change involving shareholder Dai Yue, who will reduce his stake by 2,273,900 shares, representing 1.94% of the company's total equity [1] Group 1 - Dai Yue's share reduction will occur between August 8, 2025, and December 30, 2025 [1] - Following the reduction, Dai Yue and his concerted parties will hold a total of 21,196,085 shares, which is 18.06% of the company's total equity [1]

Core Viewpoint - Emerging Equipment (002933.SZ) announced a significant shareholding change involving shareholder Dai Yue, who will reduce his stake by 2,273,900 shares, representing 1.94% of the company's total equity [1] Shareholding Changes - From August 8, 2025, to December 30, 2025, Dai Yue will cumulatively reduce his holdings by 2,273,900 shares [1] - As of the announcement date, Dai Yue and his concerted parties hold a total of 21,196,085 shares, which accounts for 18.06% of the company's total equity [1]

关于持股 5%以上股东权益变动后持股比例触及 1%整数倍的公告 持有公司 5%以上股份的股东戴岳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。 证券代码：002933 证券简称：新兴装备 公告编号：2026-001 北京新兴东方航空装备股份有限公司 北京新兴东方航空装备股份有限公司（以下简称"公司"）近日收到股东戴 岳先生出具的《关于权益变动后持股比例触及 1%整数倍的告知函》，2025 年 8 月 8 日至 2025 年 12 月 30 日，戴岳先生累计减持 2,273,900 股，占公司总股本的 1.94%。截至本公告披露日，戴岳先生与其一致行动人合计持有公司股份 21,196,085 股，占公司总股本的 18.06%。根据《上市公司股东减持股份管理暂行 办法》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、高级 管理人员减持股份》等相关规定，现将相关情况公告如下： 2026 年 1 月 5 日 | 1．基本情况 | | | | --- | --- | --- | | 信息披露义务人 ...

Group 1 - The company held its 20th meeting of the 5th Board of Directors on December 30, 2025, with all 9 directors present, including 3 independent directors participating via remote voting [2][4] - The meeting approved the proposal to adjust the company's organizational structure to better respond to market demands and enhance project management, aiming to improve operational efficiency and support long-term development [3][11] - The organizational structure will now consist of 14 departments, including Market Development, R&D Management, Engineering Manufacturing, Supply Assurance, Quality Management, and others [11] Group 2 - The Board also approved revisions to the Senior Management Compensation Management Measures, aligning with relevant laws and the company's actual situation [5][8] - The voting results for the compensation management proposal were 7 in favor, 2 abstentions, and no opposition [8]

Core Viewpoint - The company has announced the approval of organizational structure adjustments and amendments during its board meeting [2] Group 1 - The fifth board of directors held its twentieth meeting to discuss and approve the proposals [2] - The proposals included adjustments to the company's organizational structure and revisions to existing regulations [2]

Group 1 - The company announced that its fifth board meeting will be held on December 30, 2025, combining in-person and communication methods [1] - The meeting will review documents including a proposal to adjust the company's organizational structure [1] Group 2 - The article mentions the release of the top ten financial news stories for 2025, highlighting significant events categorized as safeguarding, fierce battles, changes, and rapid growth [1]

证券代码：002933 证券简称：新兴装备 公告编号：2025-045 北京新兴东方航空装备股份有限公司 关于调整公司组织架构的公告 北京新兴东方航空装备股份有限公司（以下简称"公司"）于 2025 年 12 月 30 日召开第五届董事会第二十次会议，审议通过了《关于调整公司组织架构 的议案》，现将具体情况公告如下： 为更好应对外部市场的发展需求，加强对公司科研项目的管理和监督，保障 公司科研生产任务顺利实施，进一步提升运营效率，支撑公司长期发展，公司对 现有组织架构进行调整，并对各部门职责进行优化。 本次调整后，公司共设有 14 个部门，分别为：市场发展部、研发管理中心、 工程制造部、供应保障部、质量管理部、党务办公室、董事会办公室、战略投资 部、审计部、运营管理部、财务部、人力资源部、行政管理部、保密办公室。 本次组织架构的调整对公司生产经营及经营业绩不会产生重大影响，敬请广 大投资者注意投资风险。 特此公告。 北京新兴东方航空装备股份有限公司 董事会 2025年12月31日 1 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。 ...

证券代码：002933 证券简称：新兴装备 公告编号：2025-044 北京新兴东方航空装备股份有限公司 第五届董事会第二十次会议决议公告 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。 一、董事会会议召开情况 为更好应对外部市场的发展需求，加强对公司科研项目的管理和监督，保障 公司科研生产任务顺利实施，进一步提升运营效率，支撑公司长期发展，董事会 同意对现有组织架构进行调整，并对各部门职责进行优化。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）的《关 于调整公司组织架构的公告》。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 2、审议通过《关于修订<高级管理人员薪酬管理办法>的议案》 董事会同意根据《公司法》《上市公司治理准则》及《公司章程》的有关规 定，结合公司实际情况，对《高级管理人员薪酬管理办法》中的相关内容进行修 订。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）的《高 1 级管理人员薪酬管理办法》。 北京新兴东方航空装备股份有限公司（以下简称"公司"）第 ...