航天宏图信息技术股份有限公司 2025 年度"提质增效重回报"行动方案的 半年度评估报告 为深入贯彻《国务院关于进一步提高上市公司质量的意见》精神，全面落实 上海证券交易所《关于开展沪市公司"提质增效重回报"专项行动的倡议》工作 要求，航天宏图信息技术股份有限公司（以下简称"公司"）牢固树立"以投资 者为本"的发展理念，积极响应资本市场稳定发展号召，基于公司战略规划及经 营实际，经 2025 年 4 月 28 日第四届董事会第三次会议审议批准，公司制定了 2025 年度"提质增效重回报"专项行动方案。现将 2025 年上半年相关工作开展 情况及主要成果汇报如下： 公司作为空天信息产业核心服务商，已构建起空间基础设施、PIE+行业平台 及云服务三大产品体系。在空间基础设施领域，公司打造的空天地一体化工程体 系，涵盖卫星遥感、通信广播及导航定位服务，已成为国家数字经济建设的重要 基础设施，在防灾减灾、环境监测等领域发挥战略作用；基于自主开发的 PIE+ 行业平台，其解决方案已覆盖自然资源、应急管理等十余个领域，通过"深度需 求挖掘+自上而下推广"策略，产品已在全国各级政府部门实现规模化应用；云 服务业务在应急减灾 ...

Group 1 - The company reported a revenue of 290 million yuan for the first half of 2025, representing a year-on-year decline of 65.63% [2] - The net profit attributable to shareholders was -248 million yuan, compared to -185 million yuan in the same period last year [2]

| 证券代码：688066 | 证券简称：航天宏图 公告编号：2025-060 | | --- | --- | | 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 2025 年半年度募集资金存放与实际使用情况 的专项报告 本公司董事会及全体董事保证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。 根据中国证券监督管理委员会（以下简称"中国证监会"）《上市公司募集资 金监管规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运 作》和《上海证券交易所科创板股票上市规则》等相关规定，航天宏图信息技术 股份有限公司（以下简称"公司"或"本公司"）董事会编制了 2025 年半年度（以 下简称"报告期"或"本报告期"）募集资金存放与实际使用情况专项报告如下： 一、募集资金基本情况 经中国证监会核发的《关于同意航天宏图信息技术股份有限公司向不特定对 象发行可转换公司债券注册的批复》（证监许可〔2022〕2755 号），公司向不特 定对象发行可转债 1,008.80 万张，每张面值为人民币 100 元，按面值发行。本次 ...

| 证券代码：688066 | 证券简称：航天宏图 | 公告编号：2025-062 | | --- | --- | --- | | 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 关于参加2025 年半年度科创板软件行业 集体业绩说明会的公告 本公司董事会及全体董事保证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： 会议召开时间：2025 年 9 月 11 日（星期四）下午 15:00-17:00 投资者可于 2025 年 9 月 10 日（星期三）15:00 前通过电子邮件的方式将 需要了解和关注的问题提前发送至公司投资者关系邮箱：ir@piesat.cn。公司将在 文字互动环节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 8 月 29 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年上半年度经营成果、财务状况、发展理念，公司参与了由上海证券交易所主办 的 2025 年半年度科创板软件行业集体业绩说明会 ...

航天宏图公告，2025年上半年营业收入2.9亿元，同比下降65.63%。归属于上市公司股东的净利润-2.48 亿元，上年同期为-1.85亿元。基本每股收益-0.95元／股。 ...

New Stock Offerings - Shenke Co., Ltd. (002633) has an offer period from July 29, 2025, to August 27, 2025[1] - Fushun Special Steel (600399) has an offer period from August 12, 2025, to September 10, 2025[1] - ST Gaohong (000851) has an announcement on August 26, 2025[1] Market Volatility - Great Wall Military Industry (601606) reported severe abnormal fluctuations on August 14, 2025[1] - Dongxin Co., Ltd. (688110) had an announcement on August 16, 2025, regarding market conditions[1] - Changfei Optical Fiber (601869) has an announcement dated August 27, 2025, related to market performance[1] Company Announcements - ST Dehao (002005) has an announcement on August 27, 2025, regarding its market status[1] - China Satellite (600118) announced updates on August 27, 2025[1] - ST Yizhong (603389) has an announcement dated August 26, 2025, regarding its market activities[1]

Market Overview - On August 27, the IT services sector declined by 0.64%, with Bohui Technology leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Top Performers - Key gainers in the IT services sector included: - Kaiyin Cloud (688228) with a closing price of 113.70, up 20.00% [1] - *ST Yunchuang (835305) at 18.15, up 17.10% [1] - Yuntian Lifi (688343) at 92.50, up 13.32% [1] - Zhongke Chuangda (300496) at 76.65, up 11.69% [1] - Other notable gainers included Danghong Technology (688039), Yanshan Technology (002195), and Qiming Information (002232) with increases ranging from 10.00% to 11.69% [1] Underperformers - Major decliners included: - Bohui Technology (688004) at 23.98, down 8.61% [2] - Tianrun Technology (430564) at 27.47, down 8.28% [2] - Junyi Digital (301172) at 25.76, down 6.90% [2] - Other significant losers included Aerospace Hongtu (688066) and Zhuoyi Information (688258) with declines of 6.67% and 6.42% respectively [2] Capital Flow - The IT services sector experienced a net outflow of 39.95 billion yuan from institutional investors and 7.92 billion yuan from retail investors, while retail investors saw a net inflow of 47.87 billion yuan [2][3] - Notable capital flows included: - Yanshan Technology (002195) with a net inflow of 23.84 million yuan from institutional investors [3] - Other companies like Dazhi Technology (600589) and Donghua Software (002065) also saw varying degrees of net inflows and outflows [3]

Group 1 - The satellite internet sector experienced a decline of 1.01% [1] - Aerospace Hongtu saw a significant drop of 6.34% [1] - Shaanxi Huada decreased by 6.27% [1] - Shanghai Hanxun fell by 3.38% [1] - Companies such as Shengbang Security, Wantong Development, and China Satellite Communications also reported declines exceeding 3% [1]

Core Insights - The meeting between Aerospace Hongtu's executives and the Russian Minister of Industry and Trade, Anton Alikhanov, marks a significant milestone in the company's internationalization efforts [2][3] - The discussions led to the establishment of specific cooperation projects and agreements, with the potential for substantial contract sizes that could set industry records [3] Group 1 - Aerospace Hongtu showcased its innovations in high-resolution remote sensing satellites, drone systems, and geographic information software during the visit [2] - The Russian delegation expressed strong interest in Aerospace Hongtu's technological capabilities and market performance, indicating a willingness to facilitate collaboration with relevant Russian tech entities [2] - The company aims to compete on an international level alongside firms like SpaceX, contributing to the globalization of China's satellite industry [3]

Core Viewpoint - The space computing concept sector experienced a 1.78% increase, ranking 8th among concept sectors, with 45 stocks rising and notable gains from Junyi Digital, Aerospace Hongtu, Tianrun Technology, and Zhili Fang [1][5]. Group 1: Sector Performance - The space computing concept sector saw a net outflow of 9.81 billion yuan in capital, with 20 stocks receiving net inflows, and 11 stocks attracting over 10 million yuan in net inflows [1]. - Junyi Digital led the net inflow with 1.37 billion yuan, followed by Zhili Fang, Meiri Interactive, and Tianyi Ma with net inflows of 389.86 million yuan, 279.92 million yuan, and 273.40 million yuan respectively [1][2]. Group 2: Top Gainers and Losers - The top gainers in the space computing sector included Junyi Digital with a 20% increase, Aerospace Hongtu at 14.45%, Tianrun Technology at 13.75%, and Zhili Fang at 12.42% [1][5]. - The stocks with the largest declines were Shikong Technology, Guoyuan Technology, and Aobi Zhongguang, which fell by 4.89%, 4.13%, and 3.38% respectively [1][5]. Group 3: Capital Inflow Ratios - The leading stocks in terms of capital inflow ratios were Junyi Digital at 23.25%, Zhongheng Design at 9.21%, and Tianyi Ma at 8.25% [2].