| 证券代码：688066 | 证券简称：航天宏图 | 公告编号：2025-085 | | --- | --- | --- | | 债券代码：118027 | 债券简称：宏图转债 | | 航天宏图信息技术股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 12 月 5 日（星期五）下午 16:00-17:00 会议召开平台：上海证券交易所上证路演中心 （https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 （三）会议召开方式：上证路演中心网络文字互动 投资者可于 2025 年 12 月 4 日（星期四）16:00 前登录上证路演中心网站 首页点击"提问预征集"栏目或通过公司邮箱 ir@piesat.cn 进行提问。公司将 在说明会上对投资者普遍关注的问题进行回答。 航天宏图信息技术股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日在上海证券交易所网站（www. ...

通用航空ETF基金（159230）跟踪国证通用航空产业指数，以低空经济为核心，覆盖航材及基础设 施、飞行器制造、运营服务及场景应用等行业，助力投资人把握低空经济行情，低空经济含量 86.06%。 航空航天ETF（159227）紧密跟踪国证航天指数，申万一级军工行业占比高达98.2%，堪称全市 场"军工纯度"最高的指数，覆盖航空装备、航天装备、卫星导航、新材料等关键产业链环节，成分股精 选军工领域头部企业，涵盖大飞机研制、低空经济、商业航天等新兴领域，商业航天概念权重占比高达 54%。 11月28日，A股三大指数盘整后全线翻红，盘面上，能源金属、军工电子、商业航天板块表现强 势。截至10:20，通用航空ETF基金（159230）涨1.11%，持仓股航天宏图涨6.98%，天银机电、中科星 图、广联航空、华力创通等股纷纷异动走强，航空航天ETF（159227）涨0.45%。 消息面上，2025亚洲通用航空展于珠海国际航展中心开幕，多项低空经济应用新品首次亮相。此次 展会同步启动第十四届中国创新创业大赛低空经济领域专业赛，旨在推动通用航空与低空经济全产业链 融合发展。本届展会搭建起通航产业和低空经济"新势力"的展示舞 ...

计算机 计算机 2025 年 11 月 28 日 投资评级：看好（维持） 相关研究报告 《周观点：AI 产业持续繁荣—行业周 报》-2025.11.23 《周观点：国产 AI 持续突破 —行业 周报》-2025.11.16 《周观点：AI 应用有望加速落地—行 业周报》-2025.11.9 行业走势图 -24% -12% 0% 12% 24% 36% 2024-11 2025-03 2025-07 2025-11 计算机 沪深300 数据来源：聚源 商业航天三年行动计划出台，关注行业投资机会 商业航天三年行动计划出台，力争 2027 年基本实现商业航天高质量发展 11 月 25 日，国家航天局印发《推进商业航天高质量安全发展行动计划（2025— 2027 年）》，提出要加快构建新发展格局，坚持高质量发展，坚持有效市场和有 为政府相结合，坚持统筹发展和安全，将商业航天纳入国家航天发展总体布局。 到 2027 年，商业航天产业生态高效协同，科研生产安全有序，产业规模显著壮 大，创新创造活力显著增强，资源能力实现统筹建设和高效利用，行业治理能力 显著提升，基本实现商业航天高质量发展。 商业航天司或将作为独立职能部门 ...

时空大数据板块领涨，上涨1.38%，其中航天宏图上涨6.02%，中科星图上涨4.47%，航宇微上涨 4.14%，中国卫星涨超2%。（AI生成） ...

北京蓝箭航天自主研发的朱雀三号运载火箭，计划于11月29日实施首次发射。此次任务若取得成功，将 标志着我国在可重复使用运载火箭技术方面迈出关键一步，填补国内大型可复用火箭领域的技术空白。 此外，我国两大国家级低轨卫星互联网星座——国网星座与千帆星座建设进度持续超预期。截至目前国 网星座已完成13组低轨卫星发射，按计划中国星网将在2029年底前发射约1300颗卫星，即未来五年内完 成项目整体10%的卫星入轨，在2035年完成约1.3万颗卫星的整体部署目标。千帆星座也已部署6组卫 星，刷新国内商业星座单次发射数量纪录，并使得其在轨卫星数突破百颗级别，达到108颗。作为中国 首个进入正式组网阶段的巨型低轨商业卫星星座，千帆星座计划分三期建设：一期部署648颗卫星，提 供区域网络覆盖；二期部署1296颗卫星，实现全球网络覆盖；三期规划超过1.5万颗卫星，提供多元融 合服务。 11月25日，国家航天局印发《推进商业航天高质量安全发展行动计划（2025—2027年）》，提出要加快 构建新发展格局，坚持高质量发展，坚持有效市场和有为政府相结合，坚持统筹发展和安全，将商业航 天纳入国家航天发展总体布局。到2027年，商业航天 ...

Core Viewpoint - The commercial aerospace sector in the A-share market has shown significant activity, driven by the National Space Administration's recent action plan for high-quality and safe development in commercial aerospace from 2025 to 2027, which aims to enhance the industry's overall layout and achieve substantial growth and innovation [1] Summary by Category Market Activity - The commercial aerospace stocks experienced notable increases, with Qianzhao Optoelectronics rising over 19%, Xinle Energy up over 11%, and Shunhao Co. and Tongyu Communication hitting the 10% limit up [1] - Other companies such as Yaguang Technology and Tianrun Technology saw increases of over 6%, while Huali Chuantong and Aerospace Hongtu rose over 5% [1] Company Performance - Qianzhao Optoelectronics: Increased by 19.57%, with a total market value of 17.5 billion and a year-to-date increase of 84.10% [2] - Xinle Energy: Increased by 11.62%, with a market value of 14.5 billion and a year-to-date increase of 138.48% [2] - Shunhao Co.: Increased by 10.00%, with a market value of 8.512 billion and a year-to-date increase of 166.22% [2] - Tongyu Communication: Increased by 9.99%, with a market value of 12.5 billion and a year-to-date increase of 60.03% [2] - Other notable performers include Yaguang Technology (6.67%), Tianrun Technology (6.74%), Huali Chuantong (5.56%), and Aerospace Hongtu (5.10%) [2]

Core Viewpoint - The space big data sector is leading the market with a rise of 1.38% [1] Group 1: Company Performance - Aerospace Hongtu increased by 6.02% [1] - Zhongke Star Map rose by 4.47% [1] - Aerospace Microelectronics saw a rise of 4.14% [1] - China Satellite experienced an increase of over 2% [1]

| 证券代码：688066 | 证券简称：航天宏图 | 公告编号：2025-084 | | --- | --- | --- | | 债券代码：118027 | 债券简称：宏图转债 | | 航天宏图信息技术股份有限公司 减持计划的主要内容 黄泳波先生因个人资金需求，拟自本减持计划公告披露之日起 15 个交易日 后的 3 个月内（窗口期以及有关法律、行政法规、规范性文件规定的不得减持股 份的期间除外），通过上海证券交易所证券交易系统以集中竞价交易方式减持公 司股份 5,000 股，占公司总股本 261,277,771 股的 0.0019%，且减持股数不超过其 本人上年末持股总数的 25%，减持价格将按照减持实施时的市场价格确定。 公司于近日收到黄泳波先生出具的《股份减持计划告知函》，现将有关情况 公告如下： 关于董事兼高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 持股的基本情况 截至本公告披露日，航天宏图信息技术股份有限公司（以下简称"公司"）董 事兼高级管理人员黄泳 ...

Summary of Key Points Core Viewpoint - On November 27, several A-share listed companies disclosed their shareholding changes, with notable increases in holdings from some companies and reductions from others, indicating varying levels of confidence among stakeholders in the market [1]. Group 1: Shareholding Increases - Mindray Medical's actual controller and chairman, Li Xiting, plans to increase his stake in the company by 200 million yuan [2]. - Everbright Bank saw Citic Financial Assets increase its holdings in both A-shares and H-shares by a total of 1% from July 24 to November 27 [2]. - MaiDe Medical's chairman and actual controller, Lin Junhua, proposed a share buyback plan ranging from 20 million to 40 million yuan [2]. Group 2: Shareholding Reductions - Yonghe Intelligent Control's shareholders plan to collectively reduce their holdings by no more than 3.29% [2]. - Perfect World’s actual controller, Chi Yufeng, intends to reduce his stake by no more than 1.70% [2]. - XueNeng Technology's shareholder, Shanghang Xingyuan, plans to reduce holdings by no more than 1.6816% [2]. - Hongxiang New Materials' controlling shareholder, Hongbo Chemical, has cumulatively reduced its stake by 3% recently [2]. - Nearshore Protein's shareholders plan to collectively reduce their holdings by no more than 0.1997% [2]. - Aerospace Hongtu's director and executive, Huang Yongbo, plans to reduce his stake by no more than 0.0019% [2]. - Yidelong's shareholder, Wang Ming, intends to reduce his holdings by no more than 2% [2]. - Zhongman Petroleum's shareholders plan to collectively reduce their holdings by no more than 3% [2]. - Innovation New Materials' shareholder, Hualian Group, plans to reduce its stake by no more than 1% [2]. - Saiwei Electronics has seen the National Integrated Circuit Industry Investment Fund reduce its holdings by 6.4278 million shares [2]. - Zhongzhi Technology's shareholder, Zhongzhi Investment, plans to reduce its stake by no more than 0.76% [2]. - Jiangsu Boyun's shareholder, Lansan Venture Capital, intends to reduce its holdings by no more than 1% [2]. - Huasheng Lithium's deputy general manager, Zhang Conghe, plans to reduce his stake by no more than 0.31% [2]. - Huasheng Electric's shareholder, Dunxing Jucai, reduced its holdings by 444,500 shares between November 25 and 27 [2]. - Matrix Technology's shareholder, Li Jun, plans to reduce his stake by no more than 0.22% [2].

Major Announcements - Glacier Network plans to sign an exclusive overseas agency agreement with Chengdu Time Race Technology Co., Ltd., a 14% owned affiliate, for the promotion and operation of "Magic War" [3] - Nairui Radar intends to acquire 100% equity of Tianjin Sigma Microelectronics Technology Co., Ltd. through a combination of share issuance and cash payment [4] - Howie Group's wholly-owned subsidiary, Shaoxing Wehao, plans to invest 200 million yuan in a private equity fund, holding an 18.39% stake [5] - Hekang New Energy's subsidiary received a government subsidy of 6 million yuan, accounting for 58.27% of the company's latest audited net profit attributable to shareholders [6] - Yanzhou Coal Mining plans to acquire 100% equity of a high-end support manufacturing company for 345 million yuan, constituting a related party transaction [7] Termination of Cooperation - Jincheng Pharmaceutical has decided to terminate its intention to cooperate with Dutch company Giskit regarding the exclusive commercialization rights of ExEm® Foam in China due to lack of substantial progress in negotiations [9] Mining License Acquisition - Hunan Gold's subsidiary Xinshao Siwei has obtained a mining license for the Xinshao County Tanxi Tungsten Mine, with an annual production capacity of 990,000 tons [10] Share Buybacks - Visionox has initiated a share buyback of 1.6607 million shares for approximately 15 million yuan, with a maximum price of 14.8 yuan per share [11] - Koli completed a share buyback amounting to 10.9949 million yuan, acquiring 845,700 shares at prices between 12.89 and 13.13 yuan per share [12] - Maide Medical's chairman proposed a share buyback plan with a total amount between 20 million and 40 million yuan [13] Shareholding Changes - Funeng Technology's shareholder plans to reduce its stake by up to 1.6816%, totaling no more than 20.551 million shares [14] - Aerospace Hongtu's director intends to sell up to 5,000 shares due to personal financial needs [15] Project Wins - Anhui Construction has won two projects with a total bid price of 2.603 billion yuan, with the company's share being approximately 600 million yuan [16][17]