| 证券代码：688066 | 证券简称：航天宏图 | 公告编号：2025-066 | | --- | --- | --- | | 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"宏图转债"预计触发转股价格向下修正的 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、准确性和完整性依法承担法律责任。 重要内容提示： 航天宏图信息技术股份有限公司（以下简称"公司"）股票自 2025 年 9 月 9 日至 2025 年 10 月 10 日已有 10 个交易日的收盘价低于当期转股价格的 85% （即 34.80 元/股），存在触发《航天宏图信息技术股份有限公司向不特定对象发 行可转换公司债券募集说明书》（以下简称"募集说明书"）中规定的转股价格向 下修正条件的可能性。若触发条件，公司将于触发条件当日召开董事会审议决定 是否修正转股价格，并及时履行信息披露义务。 经上海证券交易所同意，公司本次可转换公司债券于 2022 年 12 月 22 日起 在上海证券交易所挂牌交易，债券简称"宏图转债"，债券代码"1180 ...

| 证券代码：688066 | 证券简称：航天宏图 | 公告编号：2025-065 | | --- | --- | --- | | 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 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、准确性和完整性依法承担法律责任。 重要内容提示： 累计转股情况：航天宏图信息技术股份有限公司（以下简称"公司"） 向不特定对象发行的可转换公司债券"宏图转债"自 2023 年 6 月 2 日开始转股， 截至 2025 年 9 月 30 日累计共有人民币 54,000.00 元已转换为公司股票，累计转 股数 978 股，占"宏图转债"转股前公司已发行股份总额 259,946,793 股的 0.000376%。 未转股可转债情况：截至 2025 年 9 月 30 日，"宏图转债"尚未转股的 可转债金额 1,008,746,000 元，占"宏图转债"发行总量的 99.9947%。 本季度转股情况：自 2025 年 7 月 1 日至 2025 年 9 月 30 日期间，"宏图 转债"累计共有人民币 15 ...

Core Viewpoint - Aerospace Hongtu's stock price has shown significant volatility and growth, with a year-to-date increase of 74.56% and a recent market capitalization of 9.304 billion yuan [1][2]. Financial Performance - For the first half of 2025, Aerospace Hongtu reported a revenue of 290 million yuan, a year-on-year decrease of 65.63%, and a net profit attributable to shareholders of -248 million yuan, down 34.03% year-on-year [2]. - The company has distributed a total of 63.3523 million yuan in dividends since its A-share listing, with 24.1379 million yuan distributed in the last three years [3]. Stock Market Activity - As of September 30, the stock price was 35.61 yuan per share, with a trading volume of 162 million yuan and a turnover rate of 1.76% [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on August 29, where it recorded a net purchase of 117 million yuan [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders was 17,500, a decrease of 1.98% from the previous period, with an average of 14,900 shares held per shareholder, an increase of 2.02% [2]. - New significant shareholders include Changxin National Defense Military Quantitative Mixed A and Hong Kong Central Clearing Limited, among others [3].

Group 1 - The core viewpoint of the news is that Aerospace Hongtu has seen a stock price increase of 5.34%, reaching 35.71 CNY per share, with a trading volume of 548 million CNY and a turnover rate of 6.25%, resulting in a total market capitalization of 9.33 billion CNY [1] - Aerospace Hongtu, established on January 24, 2008, and listed on July 22, 2019, is based in Beijing and primarily provides basic software products, system design and development, and data analysis application services to government, enterprises, and other relevant departments [1] - The revenue composition of Aerospace Hongtu includes 62.01% from system design and development, 37.77% from data analysis application services, and 0.22% from proprietary software sales [1] Group 2 - Among the top ten circulating shareholders of Aerospace Hongtu, Bosera Fund's AI ETF (023520) entered the list in the second quarter, holding 2.0539 million shares, which accounts for 0.79% of the circulating shares, with an estimated floating profit of approximately 3.7175 million CNY [2] - The Bosera AI ETF (023520) was established on March 11, 2025, with a latest scale of 523.36 million CNY and has achieved a return of 27.34% since its inception [2] Group 3 - The fund manager of Bosera AI ETF (023520) is Li Qingyang, who has been in the position for 1 year and 241 days, managing total assets of 5.997 billion CNY, with the best fund return during his tenure being 154.91% and the worst being 27.14% [3]

Summary of Key Points Core Viewpoint - A significant block trade occurred for Aerospace Hongtu on September 26, with a transaction volume of 90,000 shares and a transaction value of 3.33 million yuan, indicating a premium of 9.14% over the closing price of the day [2] Group 1: Block Trade Details - The block trade involved a transaction price of 37.00 yuan per share, which is 9.14% higher than the closing price of 33.90 yuan [2] - The buyer was from Caitong Securities Co., Ltd. Ningbo Huancheng North Road Securities Business Department, while the seller was from Debon Securities Co., Ltd. Beijing Chaoyang North Road Securities Business Department [2] - In the last three months, Aerospace Hongtu has recorded a total of five block trades, with a cumulative transaction value of 40.95 million yuan [2] Group 2: Stock Performance Metrics - On the same day, Aerospace Hongtu's stock closed at 33.90 yuan, reflecting a slight increase of 0.27% [2] - The stock had a turnover rate of 5.76%, with a total trading volume of 511 million yuan and a net inflow of main funds amounting to 42.39 million yuan [2] - Over the past five days, the stock has increased by 3.29%, with a total net inflow of funds reaching 74.41 million yuan [2] Group 3: Margin Financing Data - The latest margin financing balance for Aerospace Hongtu stands at 606 million yuan, with an increase of 24.92 million yuan over the past five days, representing a growth rate of 4.29% [2]

Group 1 - A total of 73 stocks experienced block trades in the A-share market on September 26, with a total transaction value of 3.219 billion yuan [1] - The top three stocks by transaction value were Pudong Development Bank (782 million yuan), Guangqi Technology (273 million yuan), and Zhongwei Company (244 million yuan) [1] - Among the stocks, 10 were traded at par, 7 at a premium, and 56 at a discount; Dongfang Caifu, Aerospace Hongtu, and Taiping Bird had the highest premium rates of 15.08%, 9.14%, and 7.37% respectively [1] Group 2 - The top stocks by institutional buy amounts included Ningde Times (224 million yuan), Zhongwei Company (217 million yuan), and Haiguang Information (127 million yuan) [1] - The top stocks by institutional sell amounts were Ningde Times (187 million yuan), Jinkang Electric (101 million yuan), and Jinkai New Energy (37.29 million yuan) [2] - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [2]

Group 1 - On September 26, Aerospace Hongtu executed a block trade of 90,000 shares, with a transaction value of 3.33 million yuan, accounting for 0.65% of the total transaction volume for the day [1] - The transaction price was 37 yuan, representing a premium of 9.14% over the market closing price of 33.9 yuan [1]

Group 1 - A block trade of 819,100 shares of Aerospace Hongtu was executed on September 25, with a transaction amount of 27.6945 million yuan and a transaction price of 33.81 yuan [2] - The buyer was Southwest Securities Co., Ltd. Chongqing Yuxi Road Securities Business Department, and the seller was Guotai Junan Securities Co., Ltd. Headquarters [2] - In the last three months, there have been a total of four block trades for this stock, with a cumulative transaction amount of 37.62 million yuan [3] Group 2 - On September 25, Aerospace Hongtu closed at 33.81 yuan, down 1.14%, with a daily turnover rate of 4.20% and a total transaction amount of 373 million yuan [3] - The stock experienced a net outflow of 8.2624 million yuan in main funds for the day, but has seen a cumulative increase of 3.58% over the past five days, with a total net inflow of 66.9589 million yuan [3] - The latest margin financing balance for the stock is 594 million yuan, which has increased by 15.92 million yuan over the past five days, representing a growth rate of 2.75% [3]

Summary of Key Points Group 1: Market Activity - A total of 21 stocks on the Sci-Tech Innovation Board experienced block trading on September 25, with a cumulative transaction amount of 352 million yuan [1] - The highest transaction amount was for Dameng Data, with a volume of 200,000 shares and a transaction value of 43 million yuan [1] - The average price of block trades for the stocks involved showed significant discounts compared to their closing prices, with Dameng Data at a discount rate of 20.37% [1][2] Group 2: Institutional Participation - Among the block trades, 16 transactions involved institutional buyers or sellers, with the highest buying amounts for Haiguang Information, Artis, and Rongzhi Rixin, totaling 39.26 million yuan, 11.39 million yuan, and 10.04 million yuan respectively [2] - Ten stocks saw net inflows of funds, with the highest net inflows for Artis, Haiguang Information, and Haitan Ruisheng, amounting to 225 million yuan, 211 million yuan, and 43.69 million yuan respectively [2] Group 3: Stock Performance - The Sci-Tech 50 Index rose by 1.24% on the same day, with 237 stocks (40.24%) on the Sci-Tech Innovation Board experiencing price increases [1] - Among the stocks involved in block trading, the average increase was 0.43%, with the highest gains seen in Fuzhi Environmental, Yaxin Security, and Haitan Ruisheng, with increases of 5.20%, 4.50%, and 3.65% respectively [1][2]

Group 1 - The core transaction details indicate that on September 25, Aerospace Hongtu executed a block trade of 819,100 shares, amounting to 27.6945 million yuan, which accounted for 6.9% of the total trading volume for that day [1][2] - The transaction price was 33.81 yuan per share, which remained unchanged compared to the market closing price of 33.81 yuan [1][2]