中航科工(02357)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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02357 中航科工

休市中 04-02 16:08:21

3.400

-0.010

-0.29%

最高3.410	最低3.370	成交量1,763万
今开3.400	昨收3.410	日振幅1.17%
总市值271.08亿	流通市值211.16亿	总股本79.73亿
成交额5,973万	换手率0.28%	流通股本62.11亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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16:18","pubTimestamp":1775031503,"startTime":"0","endTime":"0","summary":"中国航空科技工业股份有限公司于2026年4月1日披露3月股份变动月报表，报告期为2026年3月。公告显示，本月公司已发行股份及注册股本均未发生增减变化。根据公告，截至2026年3月31日，公司注册股本总额保持人民币7,972,854,242元不变，折合约79.73亿元。其中，H股部分对应注册股本为人民币6,210,662,836元，内资股部分对应注册股本为人民币1,762,191,406元，股数及金额较上月无变动。本月不存在新增发行、购回、注销或持作库存股份的情况。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02357"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624552049","title":"【券商聚焦】中信建投：中美均将商业航天放在极高战略高度 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开展飞控关键核心技术开发合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2622285548","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622285548?lang=zh_cn&edition=full","pubTime":"2026-03-27 18:40","pubTimestamp":1774608011,"startTime":"0","endTime":"0","summary":"智通财经APP讯，中航科工 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18:37","pubTimestamp":1774607823,"startTime":"0","endTime":"0","summary":"截至2025年12月31日，中航科工实现营业收入人民币894.42亿元，较2024年的人民币869.71亿元增加人民币24.71亿元，增幅为2.84%。同期，归属于母公司所有者的净利润为人民币17.68亿元，较上年的人民币21.87亿元下降人民币4.22亿元，降幅为19.30%。公司建议派发末期股息总额人民币5.30亿元，折合每股人民币0.0665元。经营成本方面，2025年营业成本合计人民币846.20亿元，较上年的人民币814.21亿元有所上升，主要由直接营业成本增加所致。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02357"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1161567302","title":"中航科工将于2026年6月25日派发末期股息每股0.0665元","url":"https://stock-news.laohu8.com/highlight/detail?id=1161567302","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1161567302?lang=zh_cn&edition=full","pubTime":"2026-03-27 18:31","pubTimestamp":1774607505,"startTime":"0","endTime":"0","summary":"中航科工(02357)于2026年3月27日公告，拟派发截至2025年12月31日止年度之末期股息，每股人民币0.0665元，仍需股东于2026年5月19日批准。公司表示，除净日为2026年5月21日，股东需于2026年5月22日16时30分前递交过户文件，以确保获得此次股息。\n本次股息类型为末期股息，性质为普通股息，派息金额及公司预设派发货币为港元，具体兑换汇率尚待公布。股份将于2026年5月24日至5月29日暂停办理过户登记，记录日期为2026年5月29日，股息派发日定于2026年6月25日。根据公告，此次股息所涉及的代扣所得税信息有待后续公布。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02357"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622840247","title":"中航科工(02357)建议委任王荣为非执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2622840247","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622840247?lang=zh_cn&edition=full","pubTime":"2026-03-27 18:30","pubTimestamp":1774607411,"startTime":"0","endTime":"0","summary":"智通财经APP讯，中航科工(02357)公布，因达到法定退休年龄，于2026年3月27日，周训文先生向董事会申请辞任公司非执行董事、发展及战略委员会委员、审计及风险管理委员会委员及可持续发展委员会委员职务。同日，王荣先生已获提名为公司第八届董事会非执行董事候选人。郑程杰先生已获委任，接替黄慧玲女士担任公司根据《公司条例》(香港法例第622章)第16部规定的授权代表，获授权在香港代表公司接受须送达公司的任何法律程序文件或通知，送达地址为香港湾仔皇后大道东248号大新金融中心40楼，自2026年3月27日起生效。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1420589.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02357","BK1589","BK1211"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622584019","title":"中航科工(02357)公布2025年业绩 归母净利润17.65亿元 同比减少19.30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622584019","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622584019?lang=zh_cn&edition=full","pubTime":"2026-03-27 18:26","pubTimestamp":1774607173,"startTime":"0","endTime":"0","summary":"智通财经APP讯，中航科工(02357)公布2025年业绩，实现收入为人民币894.42亿元，同比增长2.84%。归属于母公司所有者的净利润为人民币17.65亿元，同比减少19.30%。基本每股收益0.221元，末期股息每股0.0665元。公告称，收益增长主要塬因是本期航空配套系统产品收入同比增长。净利减少主要是本期产品结构变化，导致毛利率同比下降、毛利额同比减少。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1420580.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02357"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621635055","title":"商业航天板块普涨 中国技术集团(01725)涨4.76% 机构指行业高景气度有望高企","url":"https://stock-news.laohu8.com/highlight/detail?id=2621635055","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621635055?lang=zh_cn&edition=full","pubTime":"2026-03-24 14:09","pubTimestamp":1774332578,"startTime":"0","endTime":"0","summary":"金吾财讯 | 商业航天板块今日普涨，中国技术集团 涨4.76%，亚太卫星涨2.03%，蓝思科技涨1.07%，中航科工涨0.29%，金风科技跌1.27%。英伟达于 GTC 大会发布了太空算力模块 Vera Rubin Space-1，专为太空直接运行 LLM 设计。同日，追觅旗下芯际穿越首个“瑶台”算力基站，搭载快舟十一号遥七运载火箭在酒泉卫星发射中心成功升空。研报认为商业航天受益于海内外资本及产业持续催化，行业高景气度有望高企。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1977128","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1167","BK1211","BK1526","UFO","01045","BK1108","02357","BK1558","HK0000288784.HKD","BK1179","00728","BK4564","BK1536","HK0000352291.HKD","BK1589","BK1133","BK1513","HK0000352382.USD","02208","LU0039217434.USD","BK1594","01725","BK1610","BK1546","00031","BK1506","BK1205","HK0000288743.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619163502","title":"中航科工3月27日举行董事会会议审议及批准年度业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2619163502","media":"格隆汇","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619163502?lang=zh_cn&edition=full","pubTime":"2026-03-12 17:15","pubTimestamp":1773306949,"startTime":"0","endTime":"0","summary":"格隆汇3月12日丨中航科工(02357.HK)宣布，董事会将于2026年3月27日(星期五)举行董事会会议，籍以(其中包括)审议及批准，刊发公司及附属公司截至2025年12月31日止年度的经审核年度业绩公告，考虑建议派发末期股息(如有)，以及处理其他经营业务。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312171611a6ba6fb4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312171611a6ba6fb4&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02357","BK1589","BK1211"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619416367","title":"每日卖空追踪 | 中航科工 03月12日卖空量成交168.7万股，卖空比例为8.92%","url":"https://stock-news.laohu8.com/highlight/detail?id=2619416367","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619416367?lang=zh_cn&edition=full","pubTime":"2026-03-12 16:30","pubTimestamp":1773304231,"startTime":"0","endTime":"0","summary":"中航科工北京时间03月12日，跌0.75%，卖空量成交168.7万股，较上一交易日减少36.82%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312163419a6ba519b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312163419a6ba519b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02357","BK1211","BK1589"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619642163","title":"中航科工03月12日遭主力抛售406.5万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2619642163","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619642163?lang=zh_cn&edition=full","pubTime":"2026-03-12 16:15","pubTimestamp":1773303348,"startTime":"0","endTime":"0","summary":"03月12日, 中航科工股价跌0.75%，报收3.96元，成交金额7510.0万元，换手率0.30%，振幅1.50%，量比0.65。中航科工今日主力资金净流出406.5万元，上一交易日主力净流出1349.0万元。该股近5个交易日下跌1.98%，主力资金累计净流出3872.0万元；近20日主力资金累计净流出7694.6万元，其中净流出天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312161937a46366f1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312161937a46366f1&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1589","BK1211","02357"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618705672","title":"每日卖空追踪 | 中航科工 03月09日卖空量成交252.8万股，卖空比例为6.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618705672","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618705672?lang=zh_cn&edition=full","pubTime":"2026-03-09 16:30","pubTimestamp":1773045030,"startTime":"0","endTime":"0","summary":"中航科工北京时间03月09日，跌2.46%，卖空量成交252.8万股，较上一交易日减少8.57%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309163406a6b1c7c4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309163406a6b1c7c4&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02357","BK1211","BK1589"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618667270","title":"中航科工03月09日主力净流出2518.4万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2618667270","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618667270?lang=zh_cn&edition=full","pubTime":"2026-03-09 16:15","pubTimestamp":1773044150,"startTime":"0","endTime":"0","summary":"03月09日, 中航科工股价跌2.46%，报收3.96元，成交金额1.5亿元，换手率0.61%，振幅2.46%，量比0.76。中航科工今日主力资金净流出2518.4万元，上一交易日主力净流入233.7万元。该股近5个交易日下跌6.82%，主力资金累计净流出4521.8万元；近20日主力资金累计净流出5813.9万元，其中净流出天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309162002a45ad7ee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309162002a45ad7ee&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1589","BK1211","02357"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2617562853","title":"每日卖空追踪 | 中航科工 03月04日卖空量成交368.8万股，卖空比例为7.15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617562853","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617562853?lang=zh_cn&edition=full","pubTime":"2026-03-04 16:30","pubTimestamp":1772613029,"startTime":"0","endTime":"0","summary":"中航科工北京时间03月04日，涨2.51%，卖空量成交368.8万股，较上一交易日减少63.76%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304163404a6a14f0b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304163404a6a14f0b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1589","BK1211","02357"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2617562830","title":"中航科工03月04日主力净流入660.3万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2617562830","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617562830?lang=zh_cn&edition=full","pubTime":"2026-03-04 16:15","pubTimestamp":1772612134,"startTime":"0","endTime":"0","summary":"03月04日, 中航科工股价涨2.51%，报收4.08元，成交金额2.1亿元，换手率0.83%，振幅4.02%，量比1.21。中航科工今日主力资金净流入660.3万元，上一交易日主力净流出2845.2万元。该股近5个交易日下跌5.77%，主力资金累计净流出6013.1万元；近20日主力资金累计净流出5366.3万元，其中净流出天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304161724a6a13be4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中国银河证券表示，聚焦商业航天/空、两机、军贸和装备智能化机会。短期看，由于商业航天和商业航空国产化在未来五年需求增长的确定性高，且两条赛道制造端均为千亿级市场，有望持续获得市场青睐。此外，2026年作为“十五五”首年，主机端有望开启新一轮备货周期，产业链上游将率先受益，订单端牵引最早于26年初启动。中期看，军贸需求迎重大拐点，带动装备总需求“量价”齐升，主机和关键分系统厂商显著获益。AI对发电侧的强劲需求有望带动燃机产业链持续强势。长期看，聚焦2027年建军百年重要节点，国防开支有望维持7%左右的较高增速，叠加新一代主战装备迭代加速和新质战斗力需求跃升，行业高景气有望延续。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975748","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0188","BK1589","BK1594","00317","00031","01725","BK1240","BK1526","02208","UFO","BK1171","00532","BK0276","BK1154","BK1211","02357","01045","BK1546","01185","BK4564","BK1513","00232","BK1179","601881","BK1167","06881","BK1564","BK1558","02507","BK1108","BK1147","BK1205"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616396926","title":"每日卖空追踪 | 中航科工 03月02日卖空量成交279.2万股，卖空比例为3.84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616396926","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616396926?lang=zh_cn&edition=full","pubTime":"2026-03-02 16:30","pubTimestamp":1772440233,"startTime":"0","endTime":"0","summary":"中航科工北京时间03月02日，股价较前一交易日持平，卖空量成交279.2万股，较上一交易日减少24.91%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163439a730c75b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163439a730c75b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1211","02357","BK1589"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616396185","title":"中航科工03月02日主力净流出3428.6万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2616396185","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616396185?lang=zh_cn&edition=full","pubTime":"2026-03-02 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