The Elec EnglishCodex · 实盘不做把握 7/10
北京时间·🕒 发布 23:21:17时区推断·⟳ 抓取 23:22:54·⚡ 决策 07-31 23:29:06 +6m12s·87.8 天前
韩华航空航天二季度营业利润首次突破1万亿韩元但韩股已在披露当日重定价
韩华航空航天二季度收入9.2929万亿韩元、营业利润1.3655万亿韩元，显著高于此前约0.95万亿至1.02万亿韩元的市场预期。
📄 原文The Elec English↗ 原文
Hanwha Aerospace Posts Record Quarterly Operating Profit Above 1 Trillion Won
이전 기사보기 다음 기사보기 Hanwha Aerospace Posts Record Quarterly Operating Profit Above 1 Trillion Won Character Size Settings 가…
不做 韩华航空航天（012450.KS）
二季度业绩方向利好且超预期，但公司14:00 KST已发布并经历完整韩股交易窗口，012450.KS当日收涨约6%；The Elec盘后复述到达时剩余edge不足，且stock_quote未返回ok，当前不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司提前公告将于2026-07-31披露2026年二季度业绩，说明财报日程本身已可预期。
- KRX确认韩华航空航天在韩国交易时段内举行2Q 2026 Earnings Release并进行业绩说明和问答。市场反应:012450.KS当日仍有交易窗口，收盘已涨约6%。
- 网页显示012450.KS在2026-07-31收于917000韩元，较前收上涨6.01%，市场已对披露当日信息作出同向反应。市场反应:012450.KS +6.01%，前收865000韩元。
- The Elec英文稿复述公司二季度创纪录利润、防务出口和子公司贡献，发布时间已在韩国市场收盘后数小时。
关键理由
- 韩华航空航天二季度收入9.2929万亿韩元、营业利润1.3655万亿韩元，显著高于此前约0.95万亿至1.02万亿韩元的市场预期。
- 利润增量主要来自防务出口、韩华海洋高毛利船舶和韩华系统防务电子，方向上是公司级利好。
- 但公司IR在2026-07-31 14:00 KST已进行，012450.KS同日收盘已涨约6%，The Elec 00:21 KST稿件更像盘后复述，剩余可交易edge不足。
主要风险
- 财报类催化在正式披露日内已被韩股市场交易，周末后再追容易面对高开低走或利好兑现。
- stock_quote与内部KB本轮均返回504，未取得stock_tools可入库真实报价，进一步不满足ENTER执行纪律。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-10 · 影响 supports
多家券商7月上中旬预期二季度营业利润低于或接近1万亿韩元，实际1.3655万亿韩元支持利好方向。
检索:Hanwha Aerospace 2Q26 earnings consensus operating profit below expectations KB Securities 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-07-31 · 影响 weakens
012450.KS披露当日已收涨约6%，The Elec稿件到达时已不是未反应窗口。
检索:012450.KS stock price July 31 2026 Hanwha Aerospace 原文 ↗ - 做多前查反向 · 来源 kb_search · 影响 none
内部KB检索实际调用但服务返回HTTP 504，未能补充付费库反证或旧闻覆盖。
检索:Hanwha Aerospace 2Q26 earnings consensus operating profit 1 trillion defense exports 012450
工具调用 · 历史记录,结果未知(4 种)
- search_processed_events · 结果未知
- normalize_ticker · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
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Hanwha Aerospace Posts Record Quarterly Operating Profit Above 1 Trillion Won
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스크롤 이동 상태바
Defense·Energy
Defense exports and Hanwha Ocean earnings drive strong second-quarter growth
EunGyu Kim
Published 2026.08.01 00:21
Reply 0
이 기사를 공유합니다
Hanwha Aerospace reported quarterly operating profit exceeding 1 trillion won for the first time, supported by strong defense exports and improved performance from its subsidiaries.
The company said on July 31 that it posted consolidated revenue of 9.2929 trillion won and operating profit of 1.3655 trillion won for the second quarter of 2026. Revenue increased 47% from a year earlier, while operating profit rose 59%.
The ground defense business generated revenue of 2.1075 trillion won and operating profit of 533.0 billion won. Revenue rose 19% year over year, while operating profit increased 2%. In South Korea, growth was driven by higher production volumes of the Cheonho wheeled anti-aircraft gun and the Cheongeom. Overseas, shipments to Poland, Egypt and Middle Eastern customers contributed to earnings.
Hanwha Aerospace said its order backlog expanded to 38.3 trillion won following an additional K9 self-propelled howitzer export contract with Finland signed in April and a supplementary Chunmoo multiple launch rocket system supply agreement with Estonia signed in May.
The aerospace business recorded revenue of 760.0 billion won and operating profit of 37.0 billion won. Revenue increased 17% from a year earlier on higher military program volumes, while the division returned to profitability.
Consolidated subsidiary Hanwha Ocean also contributed significantly to earnings growth. Benefiting from a higher proportion of high-margin vessels, including liquefied natural gas (LNG) carriers, Hanwha Ocean posted revenue of 5.4432 trillion won and operating profit of 736.1 billion won. Revenue rose 65% year over year and operating profit increased 98%.
Hanwha Systems reported revenue of 1.1176 trillion won and operating profit of 103.7 billion won, supported by growing defense exports, including multifunction radar (MFR) systems.
In the second half, Hanwha Aerospace plans to continue production under the second execution contract for Poland's K9 program and proceed with K9 deliveries to Egypt and Australia. The company also plans to participate in the South Korean government's advanced aircraft engine development program based on a prototype unmanned aerial vehicle engine it recently unveiled.
giddk1206@thelec.kr
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다음 기사보기
Hanwha Aerospace Posts Record Quarterly Operating Profit Above 1 Trillion Won
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스크롤 이동 상태바
Defense·Energy
Defense exports and Hanwha Ocean earnings drive strong second-quarter growth
EunGyu Kim
Published 2026.08.01 00:21
Reply 0
이 기사를 공유합니다
Hanwha Aerospace reported quarterly operating profit exceeding 1 trillion won for the first time, supported by strong defense exports and improved performance from its subsidiaries.
The company said on July 31 that it posted consolidated revenue of 9.2929 trillion won and operating profit of 1.3655 trillion won for the second quarter of 2026. Revenue increased 47% from a year earlier, while operating profit rose 59%.
The ground defense business generated revenue of 2.1075 trillion won and operating profit of 533.0 billion won. Revenue rose 19% year over year, while operating profit increased 2%. In South Korea, growth was driven by higher production volumes of the Cheonho wheeled anti-aircraft gun and the Cheongeom. Overseas, shipments to Poland, Egypt and Middle Eastern customers contributed to earnings.
Hanwha Aerospace said its order backlog expanded to 38.3 trillion won following an additional K9 self-propelled howitzer export contract with Finland signed in April and a supplementary Chunmoo multiple launch rocket system supply agreement with Estonia signed in May.
The aerospace business recorded revenue of 760.0 billion won and operating profit of 37.0 billion won. Revenue increased 17% from a year earlier on higher military program volumes, while the division returned to profitability.
Consolidated subsidiary Hanwha Ocean also contributed significantly to earnings growth. Benefiting from a higher proportion of high-margin vessels, including liquefied natural gas (LNG) carriers, Hanwha Ocean posted revenue of 5.4432 trillion won and operating profit of 736.1 billion won. Revenue rose 65% year over year and operating profit increased 98%.
Hanwha Systems reported revenue of 1.1176 trillion won and operating profit of 103.7 billion won, supported by growing defense exports, including multifunction radar (MFR) systems.
In the second half, Hanwha Aerospace plans to continue production under the second execution contract for Poland's K9 program and proceed with K9 deliveries to Egypt and Australia. The company also plans to participate in the South Korean government's advanced aircraft engine development program based on a prototype unmanned aerial vehicle engine it recently unveiled.
giddk1206@thelec.kr
View other news
Copyright © The Elec Inc. No unauthorized transfer and redistribution
Comments
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Password
Enter comments
0
/ 400
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Newest
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close
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3
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4
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5
POSCO Future M to Mass Produce Hard Carbon Anode Material for Sodium-Ion Batteries From 2028
6
Samsung Plans 50-Tool Hybrid Bonding Production Line in Pyeongtaek
7
LS Electric Posts Record Q2 Earnings as Order Backlog Reaches KRW 7 Trillion
8
Intel Second-Quarter Revenue Rises 25% to $16.1 Billion
9
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