Industrial Machinery and Supplies and Components

NNCC

NNCC released FY2026 Q1 earnings on April 24 After-Market (BJT), actual revenue CNY 431.55 M, actual EPS CNY -0.0104

NNCC to Release FY2026 Q1 Earnings on April 25 After-Market (BJT)

NNCC released FY2025 Annual Earnings on March 27 After-Market (BJT), Actual Revenue CNY 4.192 B (Forecast CNY 5.186 B), Actual EPS CNY 0.08 (Forecast CNY 0.195)

NNCC released FY2025 Q4 earnings on March 27 After-Market (BJT), actual revenue CNY 1.724 B, actual EPS CNY -0.0028

NNCC to Release FY2025 Annual Earnings on March 28 After-Market (BJT), Forecast Revenue CNY 5.186 B, EPS CNY 0.195

NNCC released FY2025 9 Months Earnings on October 23 After-Market (BJT), actual revenue CNY 2.468 B, actual EPS CNY 0.0888

NNCC released FY2025 Q3 earnings on October 23 After-Market BJT, actual revenue CNY 765.49 M, actual EPS CNY 0.0047

NNCC to Release FY2025 Q3 Earnings on October 24 After-Market (BJT)

NNCC released FY2025 Q2 earnings on August 27 After-Market BJT, actual revenue CNY 1.351 B, actual EPS CNY 0.0952

NNCC released FY2025 Semi-Annual Earnings on August 27 After-Market (BJT), with actual revenue of CNY 1.703 B and EPS of CNY 0.08

NNCC FY2025 Semi-Annual Earnings Release on August 28, 2025 (BJT)

Guokin Securities Gives Northern Navigation a Buy Rating

Northeast Navigation Leading in Unmanned Aerial Vehicle Field

Northern Nav Receives Buy Rating with Profit Forecast

North Navigation Expected to Turn Profit in First Half of 2025

Northern Navigation's ESG Rating Remains CCC

Eastwu Securities Maintains Buy Rating for BeiFan Navigation

Executives of BeiFan Navigation Completed Sale Plan

North Navigation Announces Abnormal Stock Trading Fluctuations

Multiple Brokers Give Buy Ratings to North Navigation

Ordinary dividend (cash)

Ex Date: Today 2026.05.20, Cash dividend 0.025 CNY

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The military industry sector performed actively, with North Long Dragon rising over 11%. AVIC UAS, Zhongtian Rocket, ChenXi Aviation, Jieqiang Equipment, and NNCC followed suit. The commercial aerospace concept continued to rise, with China Spacesat hitting the daily limit. Previously, Discovery Dream Science & Technology and SDGI also reached the daily limit, while Geovis, Aerospace Huanyu, and Xingtou Control rose over 10%. CHINA SATCOM approached the daily limit

- The geopolitical tensions in the Middle East have escalated, leading to significant fluctuations in oil prices and a surge in oil and gas stocks on the A-share market.  
- On March 2, the A-share indices opened lower but saw early rebounds before declining again, while precious metals and aerospace sectors experienced notable gains.  
- Meanwhile, the Hong Kong stock market faced declines across major indices, and domestic commodity futures saw widespread increases, particularly in oil and shipping indices.

Wallstreetcn

CHINA SATCOM

AVIC UAS

SSE Index

Geovis

Discovery Dream Science & Technology

North Long Dragon

ChiNext

ChenXi Aviation

Zijin Mining

China Spacesat

SDGI

Jieqiang Equipment

Aerospace Huanyu

Newmont

ZHONGJIN GOLD

Agnico Eagle Mines

SD-GOLD

Kinross Gold

SPDR Gold Shares

VanEck Gold Miners ETF

ChinaAMC Gold ETF

Sprott GLD Miners Etf

Pro Ultr GLD

Invesco Db Precious Metals ETF

Us Gbl GLD & Met

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Abrdn Gold ETF Trust

AH shares all fell: After the Shanghai Composite Index turned positive at the beginning of the session, it turned to decline, with the ChiNext Index dropping over 1%. Oil and gas stocks surged, precious metals rose sharply, the Hang Seng Index fell over 3%, and tech stocks generally declined

According to the Zhitong Finance APP, NNCC disclosed its third-quarter report for 2025. The company achieved revenue of 2.468 billion yuan in the first three quarters, a year-on-year increase of 210.01%; the net profit attributable to shareholders of the listed company was 125 million yuan, turning from loss to profit year-on-year; the net profit excluding non-recurring items was 117 million yuan, also turning from loss to profit year-on-year; the basic earnings per share were 0.08 yuan

Zhitong

NNCC released its performance for the first three quarters, with a net profit attributable to the parent company of 125 million yuan, turning a profit from a loss year-on-year

NNCC released its 2025 semi-annual report, with operating revenue reaching 1.703 billion yuan, a year-on-year increase of 481.19%; net profit attributable to the parent company was 116 million yuan, turning a profit with an increase of 256.59%. Revenue in the second quarter reached 1.351 billion yuan, accounting for 79.33% of the first half. The performance growth is attributed to product delivery at the end of the 14th Five-Year Plan and cost control, with the proportion of sales, management, and financial expenses reduced to 8%. Liabilities increased to 4.384 billion yuan, and accounts receivable rose to 5.442 billion yuan, requiring attention to recovery risks

NNCC's performance "soars": Half-year revenue increases by 4 times

Minsheng Securities released a research report stating that NNCC will achieve a net profit attributable to shareholders of 116 million yuan in the first half of 2025, outperforming expectations and significantly improving from a loss of 74 million yuan in the same period of 2024. The company delivered its main products at the end of the 14th Five-Year Plan with a year-on-year increase, resulting in significant growth in both revenue and profit. As a core supplier in the industry, NNCC is actively laying out its development in intelligence and automation, maintaining a "Recommended" rating

Minsheng Securities: NNCC's performance exceeded expectations, maintaining a "Buy" rating

NNCC announced that in the first half of 2025, operating revenue reached 1.703 billion yuan, a year-on-year increase of 481.19%. Net profit was 116 million yuan, compared to a loss of 74.2168 million yuan in the same period last year

NNCC: Net profit of 116 million yuan in the first half of 2025, turning from loss to profit year-on-year

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The ground armament sector continues to decline, with Northern Long Dragon falling over 7%. NEO, Jianshe Industry, Jieqiang Equipment, NNCC, and others are also experiencing declines

Jianshe Industry

The ground armament sector continues to decline, with Northern Long Dragon falling over 7%

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The ground armament sector has declined in the short term, with Jianshe Industry falling over 9%, and NEO, FIRMACO, NNCC, Tianqin Equipment, and others following suit

FIRMACO

Tianqin Equipment

The ground equipment sector has declined in the short term, with Jianshe Industry falling over 9%

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This week, institutions have first focused on 60 stocks, among which 7 have been given target prices. Sytech received an "Outperform" rating from GuoXin Securities, with a target price of 46.97 to 50.56 yuan, and the latest closing price was 38.05 yuan; CangGe Mining received a "Buy" rating from Western Securities, with a target price of 59.72 yuan, and the latest closing price was 47.09 yuan; HNSS received an "Add" rating from GF Securities, with a target price of 8.20 yuan, and the latest closing price was 8.18 yuan. Zhengqiang Co., NNCC, APELOA, and other stocks have also received first-time attention from institutions this week

Sytech

HNSS

APELOA

Institutions Favor 60 Stocks for the First Time This Week

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36Kr learned that the drone sector is experiencing fluctuations and weakness, YONGYUE has hit the daily limit down, and companies such as Guanglian Aviation, Huawu Co., Ltd., XINYU GUOKE, Youji Co., Ltd., Far East Co., Ltd., and NNCC are also following the decline

36Kr

Far East Co.,Ltd

Huawu Co.,Ltd.

YONGYUE

XINYU GUOKE

The drone sector fluctuated and weakened, YONGYUE hit the limit down

According to the Zhitong Finance APP, NNCC announced that it expects to achieve a net profit attributable to the parent company of between 105 million yuan and 120 million yuan for the first half of 2025, compared to a net loss attributable to the parent company of 74.2168 million yuan in the same period last year, thus achieving a turnaround from loss to profit. The main reason for this turnaround is that by the end of the 14th Five-Year Plan, the company’s headquarters delivered significantly more main products compared to the same period last year, resulting in a turnaround from loss to profit

NNCC issued a profit warning, expecting a net profit attributable to the parent company of 105 million to 120 million yuan in the first half of the year

NNCC(600435.SH)