Core Viewpoint - The legal opinion letter confirms the compliance of the issuance process and the qualifications of the investors involved in the specific issuance of A-shares by AVIC Shenyang Aircraft Corporation [2][4][16] Group 1: Issuance Process and Compliance - The law firm was appointed as a special legal advisor to verify the issuance process and the compliance of the investors [2] - The issuance has obtained necessary approvals and authorizations from the board of directors and shareholders' meetings, which are deemed legal and effective [5][16] - The issuance process included sending subscription invitations to 136 specific investors, including 20 major shareholders and various investment funds and securities companies [6][8] Group 2: Subscription and Allocation Results - The final issuance price was set at 50.00 yuan per share, with a total issuance of 80 million shares, amounting to 4 billion yuan [10][11] - All investors submitted their subscription documents on time and paid the required deposits, confirming the validity of their applications [9][12] - The allocation of shares was conducted in accordance with the established rules, ensuring compliance with relevant regulations [12][16] Group 3: Investor Qualifications - The final list of 12 investors includes various funds and companies, all of which meet the qualifications to participate in the issuance [13][15] - The involved private equity funds have completed the necessary registration and compliance procedures as per Chinese regulations [14][15] - The issuance does not involve any related parties, except for AVIC, which has been disclosed and approved by the shareholders [15][16]

经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意中航沈飞 股份有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕630 号）批 复，同意中航沈飞股份有限公司（以下简称"中航沈飞"、"发行人"、"公司"） 向特定对象发行 A 股股票的注册申请。 中信建投证券股份有限公司（以下简称"中信建投证券"，与中航证券合称 "保荐人"、"主承销商"）、中航证券有限公司（以下简称"中航证券"，与中信 建投证券合称"保荐人"、"主承销商"）作为中航沈飞本次向特定对象发行股票 的联合保荐人（联席主承销商），对发行人本次发行过程及认购对象的合规性进 行了核查，认为中航沈飞本次发行过程及认购对象符合《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司证券发行注册管理办法》（以下简称"《注册办法》"）、《证券发行与承 销管理办法》（以下简称"《管理办法》"）和《上海证券交易所上市公司证券发行 与承销业务实施细则》（以下简称"《实施细则》"）等有关法律、法规、规章制度 的要求及中航沈飞有关本次发行的董事会、股东大会决议，现将本次发行的有关 情况报告如 ...

中航沈飞股份有限公司（以下简称"公司"）2023 年度向特定对象发行 A 股 股票（以下简称"本次发行"）承销总结及相关文件已经上海证券交易所备案通 过，公司将依据相关规定尽快办理本次发行新增股份的登记托管事宜。 本次发行的具体情况详见公司同日在上海证券交易所网站（www.sse.com.cn) 披露的《中航沈飞股份有限公司 2023 年度向特定对象发行 A 股股票发行情况报 告书》，敬请广大投资者查阅。 特此公告。 中航沈飞股份有限公司董事会 证券代码：600760 证券简称：中航沈飞 公告编号：2025-038 中航沈飞股份有限公司 关于2023年度向特定对象发行A股股票发行情况报告书 披露的提示性公告 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。 2025 年 6 月 27 日 1 ...

股票简称：中航沈飞 股票代码：600760 中航沈飞股份有限公司 2023 年度向特定对象发行 A 股股票 发行情况报告书 联合保荐人（联席主承销商） （北京市朝阳区安立路 66 号 4 号楼） （江西省南昌市红谷滩新区红谷中大道 1619 号南昌国际金融大厦 A 栋 41 层） 二〇二五年六月 1 发行人全体董事及高级管理人员声明 公司及全体董事及高级管理人员承诺本发行情况报告书不存在虚假记载、 误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担相应的法律责 全体董事： 纪瑞东 刘志敏 邢一新 陈顺洪 刘年财 张绍卓 王仁泽 李 建 朱秀梅 王 敏 杨志明 毛 群 中航沈飞股份有限公司 2 任。 年 月 日 3 4 5 6 7 8 9 发行人全体董事及高级管理人员声明 除董事外全体高级管理人员： 左林玄 关 勇 薛洪宇 公司及全体董事及高级管理人员承诺本发行情况报告书不存在虚假记载、 误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担相应的法律责 王琳锋 费 军 闫文粹 中航沈飞股份有限公司 年 月 日 10 任。 | 释 | 义 12 | | --- | --- | | 第一节 | 本次发行的基本 ...

中航沈飞股份有限公司 验 资 报 告 大信验字[2025]第 7-00001 号 大信会计师事务所(特殊普通合伙) 中航沈飞股份有限公司: 我们接受委托,审验了中航沈飞股份有限公司(以下简称"贵公司")截至2025年6月 20 日止新增注册资本实收情况。按照国家相关法律、法规的规定和协议、章程的要求出资,提 供真实、合法、完整的验资资料,保护资产的安全、完整是全体股东及贵公司的责任。我们的 责任是对贵公司新增注册资本及股本情况发表审验意见。我们的审验是依据《中国注册会计师 审计准则第 1602 号一验资》进行的。在审验过程中,我们结合贵公司的实际情况,实施了检 查等必要的审验程序。 WUYIGE CERTIFIED PUBLIC ACCOUNTANTS LLP. 您可使用手机"扫一打"或进入"注册会计师行业统一监管平台（http://acc.mof.gov.cn）"进行企 报告编码:京25XMEM WUYIGE Certified Public Accountants LLP 区 知 标路 1 = Room 2206 22/F, Xueyuan International Tower 传真 Fax: 度 22 ...

北京市嘉源律师事务所 关于中航沈飞股份有限公司 向特定对象发行 A 股股票 发行过程和发行对象合规性的 见证法律意见书 西城区复兴门内大街 158 号远洋大厦 4 楼 中国·北京 二〇二五年六月 中航沈飞股份有限公司 嘉源·法律意见书 释 义 除非本法律意见书中另有说明，下列词语之特定含义如下： | 发行人、中航沈飞、 | 指 | 中航沈飞股份有限公司 | | --- | --- | --- | | 公司 | | | | 本次发行 | 指 | 中航沈飞股份有限公司向特定对象发行 A 股股票的行 | | | | 为 | | 中航工业 | 指 | 中国航空工业集团有限公司 | | 中信建投 | 指 | 中信建投证券股份有限公司 | | 中航证券 | 指 | 中航证券有限公司 | | 保荐机构、主承销商 | 指 | 中信建投证券股份有限公司与中航证券有限公司 | | 上交所 | 指 | 上海证券交易所 | | 中国证监会 | 指 | 中国证券监督管理委员会 | | 《公司法》 | 指 | 《中华人民共和国公司法》 | | 《证券法》 | 指 | 《中华人民共和国证券法》 | | 《实施细则》 | 指 | 《上海证券 ...

Group 1 - Chengdu is accelerating the exploration of low-altitude economy new business models and aims to become a low-altitude economic center in Western China, with a focus on infrastructure, regulatory capabilities, application scenarios, and industry support [2][3] - The Chengdu Municipal Development and Reform Commission has issued 14 policy measures to promote low-altitude commercial operations, including subsidies for companies that obtain route approvals and operate commercially, with a maximum annual subsidy of 5 million yuan per company [2] - The measures also support the establishment of a municipal low-altitude flight service management platform, providing a one-time subsidy of up to 10 million yuan for 50% of construction investment [2] Group 2 - The low-altitude economy is recognized as a significant emerging industry at the national strategic level, with the government emphasizing its safe and healthy development in recent work reports [3] - Chengdu has a robust aviation industry foundation, with a complete industrial chain supporting low-altitude economic development, including 239 aviation materials companies and 120 navigation system companies, leading nationally [3][4] - The drone industry in Chengdu is prominent, with leading companies like AVIC and Tengdun, and the industrial drone sector generating over 10 billion yuan in revenue in 2023 [4] Group 3 - The development of low-altitude economy in Chengdu is supported by strong local government policies and a focus on attracting top-tier companies and resources to enhance innovation and international presence [7] - Chengdu has achieved significant milestones in the eVTOL sector, with the successful demonstration flight of the AE200 electric vertical takeoff and landing aircraft, indicating progress in emerging low-altitude aircraft development [4][7]

Core Points - The China Securities Index for State-Owned Enterprises in Strategic Emerging Industries (932266) increased by 1.29% to 1385.44 points, with a trading volume of 17.697 billion yuan [1] - Over the past month, the index has risen by 0.06%, but it has decreased by 6.50% over the last three months and by 2.14% year-to-date [1] Index Composition - The index is customized by China Chengtong Holdings Group and includes 50 state-owned enterprises with high growth potential from the strategic emerging industries [1] - The top ten weighted stocks in the index are: BOE Technology Group (10.05%), Northern Rare Earth (9.58%), Shengyi Technology (5.5%), Hu Silicon Industry (4.69%), China Power (4.0%), AVIC Chengfei (3.93%), Huahong Semiconductor (3.33%), Shenghe Resources (2.85%), Chipone Technology (2.71%), and Dingsheng Technology (2.63%) [1] - The index's market composition shows that the Shanghai Stock Exchange accounts for 57.33%, the Shenzhen Stock Exchange for 42.50%, and the Beijing Stock Exchange for 0.17% [1] Industry Breakdown - The industry composition of the index includes: Information Technology (40.79%), Industrials (32.22%), Materials (19.09%), Communication Services (3.41%), Healthcare (2.55%), Consumer Staples (1.58%), and Utilities (0.37%) [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]

Investment Rating - The report maintains a positive outlook on the defense and military industry, particularly in light of the current global geopolitical tensions, indicating a favorable investment opportunity in this sector [3][36]. Core Insights - The defense and military sector is expected to benefit from the recovery of demand and the elimination of previous disruptions, with a long-term growth certainty supported by national defense modernization goals set for 2035 and 2050 [5][38]. - The report highlights the increasing importance of drone technology in modern warfare, emphasizing its cost-effectiveness and operational advantages [4][36]. - The low-altitude economy is identified as a burgeoning sector, with significant policy support and commercial opportunities emerging [4][35]. Summary by Sections Market Review - The defense and military index fell by 2.01% last week, ranking 17th among 31 sectors, with a current PE(TTM) of 74.63 times [3][20]. - The sub-sectors show varying PE ratios, with aerospace equipment at 134.59 times and ground weaponry at 148.10 times [20]. Key Recommendations - Focus on companies with strong demand and product depth in the downstream manufacturing sector, such as Hongdu Aviation, AVIC Shenyang Aircraft, and AVIC Xi'an Aircraft [5][40]. - Highlight new technology firms in the military sector, including Lianchuang Optoelectronics and Guangqi Technology [5][40]. - Emphasize underwater equipment companies like Hailanxin and Yaxing Anchor Chain [5][41]. - Recommend missile industry chain companies such as Feilihua and Guokexun [5][42]. - Suggest companies involved in military-grade titanium materials and electronic components, including Western Superconducting and Hongyuan Electronics [5][43][44]. Industry Dynamics - The report notes that geopolitical tensions, particularly in the Middle East, are driving interest in military investments [3][36]. - The low-altitude economy is highlighted as a significant growth area, with various local governments implementing supportive measures to foster development [31][35].

6月19日，中航沈飞股票收盘大跌3.27%，天眼查工商信息显示，中航沈飞股份有限公司成立于1996年，位于威海市，是一家以从事汽车制造业为主的企 业。企业注册资本275569.9513万人民币，法定代表人为纪瑞东。 数据显示，华泰柏瑞基金旗下华泰柏瑞沪深300ETF为中航沈飞前十大股东，今年一季度减持。今年以来收益率-0.77%，同类排名2140(总3428)。 | 阶段涨幅 | 季度涨幅 年度涨幅 | | 1 下载天天基金手机版,随时查 | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | -0.31% | 0.04% | -2.76% | -0.85% | -0.77% | | 同类平均8 | -0.59% | 0.84% | -4.02% | 1.18% | 2.49% | | 沪深300 | -1.26% | -0.88% | -4.17% | -2.59% | -2.33% | | 跟踪标的� | -1.26% | -0.88% | -4.17% | -2.59% | -2.33% ...