Core Viewpoint - The aviation equipment sector experienced a slight increase of 0.52% on August 29, with Chaotuo Aerospace leading the gains. The Shanghai Composite Index rose by 0.37% to close at 3857.93, while the Shenzhen Component Index increased by 0.99% to 12696.15 [1]. Group 1: Stock Performance - Chaotuo Aerospace (688237) closed at 46.23, up 10.33% with a trading volume of 47,500 shares and a transaction value of 211 million yuan [1]. - Lijun Co., Ltd. (002651) closed at 15.00, up 6.76% with a trading volume of 810,600 shares and a transaction value of 1.178 billion yuan [1]. - Hengyu Xintong (300965) closed at 80.20, up 5.51% with a trading volume of 41,000 shares and a transaction value of 319 million yuan [1]. - Other notable performers include Shengnan Technology (837006) up 4.64%, Chenxi Aviation (300581) up 4.18%, and Jiachitech (688708) up 4.03% [1]. Group 2: Capital Flow - The aviation equipment sector saw a net outflow of 300 million yuan from main funds, while retail funds experienced a net inflow of 379 million yuan. Additionally, there was a net outflow of 78.9368 million yuan from individual investors [3].

Core Viewpoint - Shengnan Technology (837006) reported strong financial performance in the first half of the year, with significant growth in revenue and profit, driven by a stable customer base in the defense and military sector [1]. Financial Performance - The company achieved total operating revenue of 65.6131 million yuan, representing a year-on-year increase of 28.01% [1]. - Total profit reached 11.2238 million yuan, up 27.48% year-on-year [1]. - The net profit attributable to shareholders was 10.4994 million yuan, reflecting a growth of 28.06% compared to the previous year [1]. - The company's non-recurring net profit growth rate was 70%, significantly outpacing revenue growth [1]. - Overall gross margin improved to 52.57%, indicating a positive trend in product structure optimization and an increase in high-value-added business [1]. Research and Development - Research and development expenses amounted to 8.3489 million yuan, accounting for 12.72% of operating revenue, with a substantial year-on-year increase of 248.44% [1]. - The company focuses on developing integrated aviation electromechanical equipment and power distribution system solutions, targeting key technologies such as high-reliability, high-temperature-resistant air duct compensators and aircraft intake duct transition devices [1]. - Multiple aviation equipment motor projects have progressed to the engineering development stage, showcasing the company's strong technical adaptability and future growth potential [1]. Competitive Strategy - The company aims to leverage its R&D advantages to continuously break through key technologies, establishing a differentiated competitive edge [2]. - The goal is to become a leading supplier of integrated aviation electromechanical equipment and power distribution system solutions with core competitiveness [2].

证券代码：837006 证券简称：晟楠科技 公告编号：2025-057 江苏晟楠电子科技股份有限公司 募集资金存放、管理与实际使用情况的专项报告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、募集资金基本情况 2023 年 3 月 30 日，中国证券监督管理委员会出具《关于同意江苏晟楠电子 科技股份有限公司向不特定合格投资者公开发行股票注册的批复》（证监许可 [2023]696 号），同意公司向不特定合格投资者公开发行股票的注册申请。2023 年 5 月 15 日，北京证券交易所出具《关于同意江苏晟楠电子科技股份有限公司 股票在北京证券交易所上市的函》（北证函[2023]179 号），经批准，公司股票于 2023 年 5 月 18 日在北京证券交易所上市。公司本次发行价格为 8.40 元/股，发 行股数 2,300 万股（含超额配售 300 万股），实际募集资金总额 193,200,000.00 元，扣除发行费用 18,530,753.71 元（不含税），实际募集资金净额为 174,669,246 ...

证券代码：837006 证券简称：晟楠科技 公告编号：2025-058 江苏晟楠电子科技股份有限公司 第三届监事会第十五次会议决议公告 本公司及监事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 8 月 28 日 2.会议召开地点：江苏泰兴城东工业园区科创路 1 号六楼会议室 3.会议召开方式：现场、通讯方式相结合 4.发出监事会会议通知的时间和方式：2025 年 8 月 18 日 以通讯方式发出 5.会议主持人：袁颖彪女士 1.议案内容： 根据《北京证券交易所股票上市规则》及《公司章程》等法律、法规、规范 性文件、制度的相关规定和要求，公司结合 2025 年半年度实际经营情况，编制 了《2025 年半年度报告》及《2025 年半年度报告摘要》。 详见公司在北京证券交易所指定披露平台（www.bse.cn）上披露的公司《2025 年半年度报告》（公告编号：2025-055）及《2025 年半年度报告摘要》（公告编 号：2025-056）。 ...

证券代码：837006 证券简称：晟楠科技 公告编号：2025-059 江苏晟楠电子科技股份有限公司 第三届董事会第十四次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 8 月 28 日 2.会议召开地点：江苏泰兴城东工业园区科创路 1 号六楼会议室 3.会议召开方式：现场、通讯方式相结合 根据《北京证券交易所股票上市规则》及《公司章程》等法律、法规、规范 性文件、制度的相关规定和要求，公司结合 2025 年半年度实际经营情况，编制 了《2025 年半年度报告》及《2025 年半年度报告摘要》。 详见公司在北京证券交易所指定披露平台（www.bse.cn）上披露的公司《2025 年半年度报告》（公告编号：2025-055）及《2025 年半年度报告摘要》（公告编 号：2025-056）。 4.发出董事会会议通知的时间和方式：2025 年 8 月 18 日以通讯方式发出 5.会议主持人：叶学俊先生 6.会议列席人员： ...

江苏晟楠电子科技股份有限公司 关于开立募集资金现金管理专用结算账户的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 证券代码：837006 证券简称：晟楠科技 公告编号：2025-054 江苏晟楠电子科技股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日 召开了第三届董事会第十二次会议、第三届监事会第十三次会议，审议通过了 《关于使用闲置募集资金进行现金管理的议案》，同意公司在保证募集资金投 资项目建设和公司正常经营的情况下，拟使用额度不超过人民币 8,000.00 万元 （含本数）的闲置募集资金进行现金管理，在上述额度范围内资金可以循环滚 动使用，并授权公司总经理行使相关投资决策权并签署相关文件，财务负责人 负责具体组织实施及办理相关事宜。 公司拟投资的品种为安全性高、流动性好、可以保障投资本金安全的通知 存款、大额存单和结构性存款产品等，拟投资的期限最长不超过 12 个月，不影 响募集资金投资计划正常进行。决议自公司董事会审议通过之日起 12 个月内有 效，如单笔产品存续期超过 ...

关于使用闲置募集资金进行现金管理的进展公告 证券代码：837006 证券简称：晟楠科技 公告编号：2025-053 江苏晟楠电子科技股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 授权委托理财情况 (一)审议程序 江苏晟楠电子科技股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日 召开了第三届董事会第十二次会议、第三届监事会第十三次会议，审议通过了《关 于使用闲置募集资金进行现金管理的议案》。同意公司在保证募集资金投资项目 建设和公司正常经营的情况下，拟使用额度不超过人民币 8,000.00 万元（含本 数）的闲置募集资金进行现金管理，在上述额度范围内资金可以循环滚动使用， 并授权公司总经理行使相关投资决策权并签署相关文件，财务负责人负责具体组 织实施及办理相关事宜。 公司拟投资的品种为安全性高、流动性好、可以保障投资本金安全的理财产 品、协定存款、定期存款、通知存款、收益凭证或结构性存款等产品，拟投资的 期限最长不超过 12 个月，不影响募集资金投资计划正常进行。决 ...

Market Overview - The aviation equipment sector experienced a decline of 0.22% on August 5, with Huayin Technology leading the drop [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Stock Performance - Ailida (300696) saw a significant increase of 6.81%, closing at 32.17, with a trading volume of 726,000 shares and a transaction value of 2.334 billion [1] - Hengyu Xintong (300965) rose by 5.19% to 80.04, with a trading volume of 95,600 shares and a transaction value of 780 million [1] - Zhongjian Technology (300777) increased by 4.96% to 37.66, with a trading volume of 209,000 shares and a transaction value of 781 million [1] - Huayin Technology (688281) declined by 4.71% to 73.62, with a trading volume of 36,900 shares and a transaction value of 280 million [2] - Other notable declines included Jiachi Technology (688708) down 4.46% and Jianghang Equipment (688586) down 2.77% [2] Capital Flow - The aviation equipment sector saw a net outflow of 1.678 billion from institutional investors, while retail investors contributed a net inflow of 1.188 billion [2][3] - The capital flow data indicates that institutional investors were net sellers, while retail investors were net buyers, suggesting differing market sentiments [2][3] Individual Stock Capital Flow - Hongdu Aviation (600316) had a net inflow of 24.3153 million from institutional investors, while retail investors had a net outflow of 80.3541 million [3] - Zhongjian Technology (300777) experienced a net inflow of 19.1756 million from institutional investors, but a net outflow of 28.5424 million from retail investors [3] - New Star Equipment (002933) saw a net inflow of 10.7080 million from institutional investors and a net inflow of 20.4644 million from retail investors [3]

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies [36]. Core Insights - The aerospace and drone sectors are highlighted as potential catalysts for investment opportunities [3]. - The military industry sector showed significant performance, with notable stock increases for companies like Xingchen Technology (15.9%) and Tongyi Aerospace (7.0%) [3][17]. - The report emphasizes the ongoing interest in innovative pharmaceuticals, AI hardware technology iterations, and new production capabilities, driven by policy benefits and industrial capital [3]. - The North Exchange is expected to strengthen its investment value due to policy-driven and fundamental improvements as more quality companies list on the exchange [3]. Summary by Sections Market Review - On August 4, the North Exchange A-share trading volume reached 19.81 billion yuan, a decrease of 1.92 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1433.25, up 0.96% [7][15]. - The North Exchange specialized index closed at 2460.21, increasing by 1.42% [7]. Stock Performance - Among the 269 companies on the North Exchange, 158 saw stock price increases, 4 remained flat, and 107 experienced declines [17]. - The top five gainers included Xingchen Technology (15.9%), Tongyi Aerospace (7.0%), and Sanyuan Gene (6.9%) [17][19]. - The top five decliners included Shengtong Valley (-8.5%), Dingjia Precision (-4.9%), and Datang Pharmaceutical (-4.9%) [17][19]. Important News - Significant progress was reported in the development of an AIDS vaccine in China, marking a milestone in the field [20]. - Shanghai's government is promoting the inclusion of more companies in integrated circuits, biomedicine, and artificial intelligence sectors under the "Explorer Program" [21]. Key Company Announcements - Huitong New Materials reported a revenue of 112 million yuan for the first half of 2025, a year-on-year increase of 8.37%, with a net profit of 24 million yuan, up 27.58% [22]. - Guanzhi International announced a revenue of 247 million yuan for the first half of 2025, reflecting a 5.20% year-on-year growth, with a net profit of 46 million yuan, up 7.12% [29].

为满足部分闲置募集资金现金管理需要，江苏晟楠电子科技股份有限公司 （以下简称"公司"）在南京银行股份有限公司泰州分行开立了募集资金购买 现金管理产品专用结算账户，用于暂时闲置的募集资金进行现金管理。具体内 容详见公司 2025 年 6 月 17 日在北京证券交易所信息披露平台（www.bse.cn） 披露的《关于开立募集资金现金管理专用结算账户的公告》（公告编号： 2025046）。 二、 本次募集资金现金管理专用结算账户的注销情况 鉴于公司在南京银行股份有限公司泰州分行现金管理专用结算账户的现金 管理产品已到期赎回，且在该账户无进一步购买现金管理产品的计划。根据相 关规定，公司于 2025 年 7 月 28 日办理完成南京银行股份有限公司泰州分行现 金管理专用结算账户的销户手续。截至本公告披露日，公司募集资金进行现金 管理的产品专用结算账户具体信息如下： | 序号 | 开户机构 | 账户名称 | 账号 | 状态 | | --- | --- | --- | --- | --- | | | 南京银行股 | 江苏晟楠电 | | | | 1 | 份有限公司 | 子科技股份 | 0220290000003457 | ...