Group 1 - The company, AVIC Aircraft (SH 600372), announced a share buyback of approximately 4.76 million shares, representing 0.1% of its total share capital, with a total expenditure of about RMB 59.94 million [2] - The buyback occurred at a maximum price of RMB 12.8 per share and a minimum price of RMB 12.52 per share [2] - For the year 2024, the company's revenue composition is as follows: 81.75% from aircraft manufacturing (avionics), 9.86% from automotive manufacturing, and 8.39% from other businesses [2]

格隆汇7月31日丨中航机载(600372.SH)公布，2025年7月31日，公司通过集中竞价方式首次回购公司股 份475.71万股，已回购股份占公司总股本的比例为0.10%，回购的最高价为人民币12.80元/股，回购的最 低价为人民币12.52元/股，回购的资金总额为人民币5993.54万元（不含交易费用）。 ...

证券代码：600372 证券简称：中航机载 公告编号：临 2025-045 公司关于以集中竞价方式回购 A 股股份方案的公告暨回购报告书》（公 告编号：临 2025-021）及《中航机载系统股份有限公司第八届董事会 2025 年度第二次会议决议公告》（公告编号：临 2025-019）。 因公司实施 2024 年度权益分派事项，本次以集中竞价交易方式回 购股份价格上限由不超过 17.13 元/股（含）调整为不超过 17.06 元/ 股（含）。具体内容详见公司于 2025 年 6 月 12 日披露的《中航机载系 统股份有限公司关于实施 2024 年度权益分派后调整股份回购价格上限 的公告》（公告编号：临 2025-030）。 二、 回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，现将公司首次回购股份及 回购进展的情况公告如下： 中航机载系统股份有限公司 关于以集中竞价交易方式首次回购公司股份暨股份回 购进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 ...

证券之星消息，7月30日航空装备板块较上一交易日下跌1.49%，博云新材领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。航空装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300965 | 恒宇信通 | 70.06 | 20.01% | 4.24万 | 2.84亿 | | 688586 | 江航装备 | 12.58 | 3.88% | 33.54万 | 4.24亿 | | 600372 | 中航机载 | 12.72 | 2.25% | 113.20万 | 14.53 Z | | 688122 | 西部超导 | 55.88 | 2.03% | 19.72万 | 11.05亿 | | 688708 | 佳驰科技 | 80.88 | 1.61% | 3.61万 | 2.91亿 | | 871642 | 通易航天 | 19.61 | 1.13% | 11.03万 | 2.19亿 | | 837006 | 晟僧科技 | 3 ...

Core Viewpoint - The China Securities Index for Aerospace and Military Industry (空天军工指数) has shown significant growth, with a 1.32% increase on the day reported, and notable gains over the past month, three months, and year-to-date [1]. Group 1: Index Performance - The China Securities Aerospace and Military Industry Index rose by 1.32% to 2227.18 points, with a trading volume of 27.607 billion [1]. - Over the past month, the index has increased by 8.99%, by 19.70% over the last three months, and by 14.25% year-to-date [1]. Group 2: Index Composition - The index includes leading companies related to the aerospace and military strategy, covering sectors such as aircraft, power and control systems, early warning systems, weapon systems, C4ISR systems, military digitalization, and aerospace materials [1]. - The top ten weighted companies in the index are: AVIC Shenyang Aircraft (9.45%), Aero Engine Corporation of China (7.41%), AVIC Optoelectronics (6.42%), AVIC Xi'an Aircraft (5.33%), Philihua (4.5%), AVIC Aircraft (3.9%), Aerospace Electronics (3.56%), Haige Communications (3.43%), AVIC Chengfei (3.34%), and Western Superconducting (3.23%) [1]. Group 3: Market and Sector Breakdown - The index's holdings are primarily listed on the Shanghai Stock Exchange (56.17%) and Shenzhen Stock Exchange (43.83%) [2]. - The industry composition of the index includes: Industrial sector (71.88%), Materials (14.41%), Information Technology (7.72%), and Communication Services (5.99%) [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]. Group 5: Related Investment Funds - Public funds tracking the aerospace and military industry include: Penghua China Securities Aerospace and Military Industry C and Penghua China Securities Aerospace and Military Industry A [3].

Investment Rating - The report rates the military industry as "Overweight" [5][12]. Core Viewpoints - The intensification of great power competition is a long-term trend, indicating a positive long-term outlook for the military industry. Increased defense spending is essential to ensure peace and security, especially as tensions around China may escalate [2][8]. Summary by Sections Investment Highlights - Key investment themes include: 1. General Assembly: AVIC Shenyang Aircraft Corporation, Aerospace South Lake, AVIC Xi'an Aircraft Industry [11]. 2. Components: AVIC Optoelectronics, Aerospace Electric, Guobang Electronics, Ruichuang Micro-Nano [11]. 3. Subsystems: AVIC Onboard, North Navigation [11]. 4. Materials and Processing: AVIC Heavy Machinery, Feilihua, Guangwei Composite, Huayin Technology, Bolite, Western Materials, Aviation Materials [11]. Market Review - The military industry index rose by 1.22% from July 20 to July 25, underperforming the broader market by 0.45 percentage points, ranking 24th out of 29 sectors [13][16]. - The Shanghai Composite Index increased by 1.67%, and the ChiNext Index rose by 2.76% during the same period [13][16]. Major News in the Military Industry - The 155th joint patrol operation in the Mekong River concluded successfully, highlighting international cooperation in regional security [9][24]. - The China Weapon Industry Group showcased new unmanned and anti-unmanned combat systems, emphasizing advancements in military technology [23]. - The successful first flight of the Xinzhou 60 civil rescue aircraft marks a significant step in enhancing China's emergency response capabilities [23]. International Military Situation - The report notes a complex international military landscape, with various nations calling for an end to the Gaza conflict and highlighting the importance of defense construction amid ongoing tensions [10][25]. - The U.S. has increased its military presence in the Pacific, deploying additional submarines in response to perceived threats from China [10][30].

Group 1 - The core viewpoint indicates that the high-end equipment sector is experiencing significant growth, with the CSI High-End Equipment Sub-Index rising by 1.43% as of July 28, 2025, and notable individual stocks like Optoelectronics Co. and Gaode Infrared seeing substantial gains [1][2] - The high-end equipment ETF (159638) has shown a strong performance, with a recent increase of 1.36%, marking its third consecutive rise, and a total trading volume of 20.92 million yuan [1] - Over the past year, the high-end equipment ETF has achieved a net value increase of 34.71%, with the highest monthly return recorded at 19.30% since its inception [1] Group 2 - The military industry is showing strong performance, with 67 companies reporting their 2025 semi-annual earnings forecasts, of which 41 are expected to see profit increases, while 26 anticipate declines [1][2] - The military sector's valuation has reached a new level compared to the end of 2024, indicating a broad upward potential with limited downside risk [2] - The top ten weighted stocks in the CSI High-End Equipment Sub-Index account for 45.22% of the index, with significant contributors including AVIC Shenyang Aircraft, Aero Engine Corporation, and AVIC Optoelectronics [2][4]

Core Points - The company announced the election of two non-independent directors, Hu Linping and Li Zida, during the eighth board meeting held on July 24, 2025 [1][2] - The nomination committee confirmed that both candidates meet the qualifications to serve as non-independent directors and are not disqualified under relevant laws and regulations [2] - The election of the new directors is subject to approval at the upcoming shareholders' meeting [2] Candidate Profiles - Hu Linping, born in April 1972, holds a master's degree and is a senior engineer. He has held various positions within the aviation industry, including roles at AVIC and Chengdu Kaitian Electronics [2] - Li Zida, born in July 1982, also holds a master's degree and has experience in capital management within the aviation sector, currently serving as the head of asset management at the company [3]

Core Points - The China Securities Central Enterprises New Momentum Theme Index (央企新动能, 931522) rose by 1.33% to 1683.98 points, with a trading volume of 25.443 billion yuan [1] - Over the past month, the index has increased by 6.81%, 7.24% over the last three months, and 1.58% year-to-date [1] - The index includes 45 representative listed companies from central state-owned enterprises in manufacturing, technology, and modern services, reflecting the overall performance of these companies [1] Index Composition - The top ten weighted stocks in the index are: Hikvision (9.55%), Changan Automobile (8.66%), AVIC Optoelectronics (6.72%), Shenzhen South Circuit (4.8%), AVIC Onboard (4.06%), China Software (3.6%), AVIC Chengfei (3.44%), China Merchants Highway (3.3%), AVIC High-Tech (3.03%), and Baoxin Software (2.95%) [1] - The market segments of the index holdings are: Shenzhen Stock Exchange (61.98%), Shanghai Stock Exchange (37.67%), and Beijing Stock Exchange (0.35%) [1] Industry Breakdown - The industry composition of the index holdings is as follows: Industrial (45.99%), Information Technology (38.00%), Consumer Discretionary (9.13%), Communication Services (4.42%), Financials (1.54%), and Materials (0.92%) [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

中航机载 中航机载系统股份有限公司（以下简称公司）于 2025 年 7 月 24 日召开第八 届董事会 2025 年度第五次会议，审议通过了《关于审议增补公司非独立董事的 议案》。根据相关法律法规及《中航机载系统股份有限公司章程》的规定，经公 司董事会提名委员会审核，提名胡林平先生、李子达先生为公司第八届董事会非 独立董事候选人选，任期自股东大会通过之日起至本届董事会届满之日止。 在提交本次董事会审议前，该议案已经公司董事会提名委员会审议通过。董 事会提名委员会认为：胡林平先生、李子达先生符合担任上市公司非独立董事的 条件，不存在《中华人民共和国公司法》规定的不得担任公司董事的情形，或者 被中国证监会确定为市场禁入者且尚未解除的情形，不存在上海证券交易所认定 不适合担任上市公司董事的其他情况。我们认为胡林平先生、李子达先生具备担 任公司董事的资格和能力，同意提交公司董事会审议。 上述事项尚需提交股东大会审议。 特此公告。 附件：非独立董事候选人简历 股票代码：600372 股票简称：中航机载 编号：临 2025-042 中航机载系统股份有限公司第八届董事会 关于补选公司非独立董事的公告 本公司董事会及全体董事 ...