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纵横股份(688070) - 关于召开2025年第二次临时股东大会通知
2025-06-05 10:15
证券代码:688070 证券简称:纵横股份 公告编号:2025-033 成都纵横自动化技术股份有限公司 关于召开2025年第二次临时股东大会的通知 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: 一、 召开会议的基本情况 (一) 股东大会类型和届次 2025年第二次临时股东大会 (二) 股东大会召集人:董事会 (三) 投票方式:本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 (四) 现场会议召开的日期、时间和地点 召开日期时间:2025 年 6 月 23 日 14 点 00 分 召开地点:四川省成都市高新区天府五街菁蓉汇 3A11 楼 A3 会议室 网络投票系统:上海证券交易所股东大会网络投票系统 网络投票起止时间:自2025 年 6 月 23 日 至2025 年 6 月 23 日 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时间为股 股东大会召开日期:2025年6月23日 本次股东大会采用的网络投票系统:上海证券交易所股东大会网络投票 系统 东大会召开当日的交易时间段,即 9: ...
纵横股份(688070) - 股票交易异常波动公告
2025-06-03 08:31
公司股价短期波动幅度较大,敬请广大投资者注意二级市场交易风险,理 性决策,审慎投资。 证券代码:688070 证券简称:纵横股份 公告编号:2025-031 成都纵横自动化技术股份有限公司 股票交易异常波动公告 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: 成都纵横自动化技术股份有限公司(以下简称"纵横股份"或"公司") 股票于 2025 年 5 月 29 日、5 月 30 日、6 月 3 日连续三个交易日内收盘价格涨幅偏 离值累计超过 30%。根据《上海证券交易所交易规则》《上海证券交易所科创板股 票异常交易实时监控细则》的有关规定,属于股票交易异常波动情形。 经公司自查并向控股股东及实际控制人核实,截至本公告披露日,除在指 定媒体上已公开披露的信息外,不存在应披露而未披露的重大信息。 (三)媒体报道、市场传闻、热点概念情况 一、股票交易异常波动的具体情况 公司股票交易于 2025 年 5 月 29 日、5 月 30 日、6 月 3 日连续三个交易日内收 盘价格涨幅偏离值累计超过 30%。根据《上海证券 ...
未知机构:招商汽车军工重视低空物流场景和无人机及低空反制事件1-20250603
未知机构· 2025-06-03 01:45
Summary of Key Points from the Conference Call Industry Overview - The focus is on the low-altitude logistics sector, particularly involving drones and counter-drone technologies [1][2][4]. Core Insights and Arguments - The National Postal Bureau of China has emphasized the development of drone technology for branch transportation and last-mile delivery, aiming to enhance the low-altitude economy in postal and express services [1][2]. - There is an exploration of cross-province and intercity drone transportation to scale up last-mile delivery applications, improving service efficiency and customer experience [3][4]. - Low-altitude logistics can be categorized into last-mile logistics (within 20 km) and branch logistics (50-500 km), with small multi-rotor drones used for last-mile delivery and fixed-wing drones for longer distances [4]. - A comprehensive drone delivery network is being established, as outlined in the "General Aviation Equipment Innovation Application Implementation Plan" released in March 2024 [4]. - Meituan has received the first nationwide low-altitude logistics coverage operational certificate in April 2025 [4]. Related Companies and Investment Opportunities - **Logistics Drone Companies**: - Guanglian Aviation (supplier for Baijing Airlines) - Zongshen Power (suppliers for Tengdun, Rainbow, and Zhong UAV) - Zongheng Co. (engaged in drone logistics demonstration applications) - Green Energy Huichong (heavy-duty drones in collaboration with China Post) - Aerospace Rainbow (YH1000 logistics drone first flight) [5]. - **Other Low-Altitude Economy Companies**: - Shenzhen Urban Transport - Sichuan Chuang Electronics - Lais Information - Wanfeng Aowei [5]. Additional Important Insights - The Ukrainian National Security Bureau reported the deployment of 117 FPV drones to attack multiple airports in Russia, destroying several strategic bombers [6]. - The tactic employed by Ukraine involves concealing drones in modified containers, which are then delivered to specified locations by unsuspecting truck drivers, showcasing a low-cost and high-concealment strategy that may increase global focus on drone technology and countermeasures [6][7]. Related Companies in Counter-Drone Technology - **Drone Companies**: - Zongshen Power (aviation piston engines) - Aerospace Electronics - Zhong UAV - Aerospace Rainbow - Guanglian Aviation - Zongheng Co. [7]. - **Counter-Drone Companies**: - Sichuan Chuang Electronics - Lianchuang Optoelectronics - Aerospace Nanhu - Guorui Technology - Lais Information - Sichuan Jiuzhou [7].
A股军工装备板块盘初走高,纵横股份涨超11%,中天火箭涨超7%,烽火电子、中无人机涨超5%,星网宇达、航天彩虹跟涨。
news flash· 2025-06-03 01:36
A股军工装备板块盘初走高,纵横股份涨超11%,中天火箭涨超7%,烽火电子、中无人机涨超5%,星 网宇达、航天彩虹跟涨。 ...
无人机概念盘初活跃 永悦科技2连板
news flash· 2025-06-03 01:35
Group 1 - The core viewpoint of the article highlights the active performance of drone-related stocks, particularly Yongyue Technology, which has achieved two consecutive trading limits, and other companies like Shanhe Intelligent and Laisai Laser also showing significant gains [1] - The news is driven by a report from the Russian Ministry of Defense, indicating that on June 2, Ukrainian authorities launched terrorist attacks using FPV drones on several airports in regions including Murmansk, Irkutsk, Ivanovo, Ryazan, and Amur [1] - According to TrendForce's forecast, the global military drone market is expected to grow to a scale of $34.3 billion by 2025 [1]
纵横股份20250602
2025-06-02 15:44
Summary of Zongheng Co., Ltd. Conference Call Company Overview - Zongheng Co., Ltd. specializes in vertical take-off and landing fixed-wing drones, serving over 1,500 domestic and international clients. It has ranked among the top five global civil drone manufacturers by Germany's DGI for two consecutive years, being the only company in this category. [2][3] - The company has a strong technological foundation with over 360 patents, including more than 100 invention patents. [2][5] Industry Insights - The company is focusing on the low-altitude digital economy and has participated in the establishment of the Sichuan Low Altitude Economic Development Company, exploring low-altitude logistics applications. [2][10] - The demand for unmanned systems is shifting towards autonomous charging and data management systems, driving the development of modular and intelligent solutions. [2][11] Financial Performance - In 2024, the company achieved revenue of 470 million yuan, a year-on-year increase of 57%, with a net loss of 35 million yuan, reducing losses by 44%. [4][18] - For Q1 2025, revenue grew by 42%, maintaining a trend of reduced losses, with continuous order growth expected to drive a 30% revenue increase for the year. [4][18][30] Product and Technology Development - Zongheng has developed a range of drone products, including military drones, multi-rotor platforms, and unmanned systems for low-altitude management. [9][10] - The company’s unmanned systems include the C700 automatic hangar and P200 multi-choice hangar, which support remote automatic charging and fault warning, suitable for urban management. [11][16] Market Trends and Opportunities - The industrial drone service market is projected to exceed one trillion yuan by 2030, with a significant shift towards data-driven applications and services. [12] - The government sector shows increasing demand for drones and unmanned systems, particularly in emergency response and urban management, indicating substantial growth potential. [19][22] Strategic Collaborations and Future Plans - Zongheng is actively collaborating with various groups to enhance low-altitude logistics, including partnerships with Sichuan Port Investment Group and others to establish drone cargo transport routes. [13][25] - The company plans to deepen cooperation with leading logistics firms to expand its market presence and enhance service offerings. [31] Conclusion - Zongheng Co., Ltd. is well-positioned in the growing drone industry, with a strong focus on technological innovation, market expansion, and strategic partnerships, aiming to capitalize on the burgeoning low-altitude economy and increasing demand for unmanned systems across various sectors. [2][12][28]
【干货】2025年低空物流行业产业链全景梳理及区域热力地图
Qian Zhan Wang· 2025-05-31 03:10
Industry Overview - The low-altitude logistics industry in China consists of a comprehensive supply chain, including upstream raw materials and core components, midstream low-altitude manufacturing, and downstream operational services and applications [1][2] - Upstream materials include metals, special rubber, and polymer materials, while midstream encompasses low-altitude manufacturing, flight operations, and comprehensive services [1][2] - Downstream services cover e-commerce logistics, traditional express delivery, takeaway delivery, and third-party logistics providers, with applications in urban logistics, rural logistics, emergency rescue, and medical supplies delivery [1] Key Players and Their Business Layout - Major companies in the low-altitude logistics sector include Hongdu Aviation, AVIC Helicopter, and DJI, with a focus on various aspects of the supply chain [2][10] - Hongdu Aviation specializes in the design, manufacturing, and maintenance of trainer aircraft, with over 8,000 pieces of equipment [11] - AVIC Helicopter is the largest player in China's helicopter manufacturing industry, with a comprehensive product range [11] - DJI and other drone manufacturers are pivotal in the midstream segment, while logistics companies like SF Express, Meituan, and JD.com are key players in the downstream segment [2][10][12] Regional Development - The low-altitude logistics industry is primarily concentrated in Beijing and Guangdong, where the development of the supply chain is more robust [4][6] - As of April 2025, there are 16 drone industrial parks across China, with notable concentrations in Zhejiang and Jiangsu [8] Recent Developments and Trends - Companies are diversifying their operations, with SF Express, Meituan, and JD.com expanding their business through digital logistics solutions and technological innovations [13][14] - The industry is witnessing advancements in drone technology, including battery life improvements and enhanced obstacle avoidance capabilities [14] - Collaboration among companies is increasing to explore new application scenarios and business models in low-altitude logistics [14] Representative Companies' Latest Developments - SF Express has established a three-segment air transport network and operates a significant number of drone flights daily [12][15] - Meituan has launched multiple drone delivery routes and is expanding its operations internationally, including in the UAE [15] - JD.com is focusing on last-mile delivery in remote areas and has introduced a new generation of logistics drones [15] - China Post is developing a low-altitude logistics network and has signed strategic agreements to enhance its infrastructure [15] - Xunyi Technology is collaborating with China Mobile to promote low-altitude logistics and smart city initiatives [15]
龙虎榜 纵横股份上涨20.00%,知名游资海通总部卖出1082.05万元
Jin Rong Jie· 2025-05-30 09:33
其中,国泰海通证券股份有限公司总部、开源证券股份有限公司西安太华路证券营业部、东吴证券股份 有限公司上海西藏南路证券营业部分别买入1686.69万元、1533.90万元、973.62万元。 国泰海通证券股份有限公司总部、华宝证券股份有限公司舟山港航国际大厦证券营业部、中泰证券股份 有限公司潍坊四平路证券营业部分别卖出1082.05万元、716.82万元、606.41万元。 5月30日,纵横股份上涨20.00%登上龙虎榜,有价格涨跌幅限制的日收盘价格涨幅达到15%,知名游资 卖出。 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 国泰海通证券股份有限公司总部 1686.69 0.00 1686.69 开源证券股份有限公司西安太华路证券营业部 1533.90 0.00 1533.9 东吴证券股份有限公司上海 西藏南路证券营业部 973.62 0.00 973.62 瑞银证券有限责任公司上海浦东新区花园石桥路第二证券营业 部 805.32 0.00 805.32 机构专用 793.37 0.00 793.37 卖出金额最大的前5名营业部 买入额/万 卖出额/万 净 额/万 国泰海通证券股份有限公司总部 ...
航空装备板块短线拉升 纵横股份涨停



news flash· 2025-05-30 05:14
Group 1 - The aviation equipment sector experienced a short-term surge, with Zongheng Co., Ltd. hitting the daily limit, and other companies like Guolian Aviation, Hangxin Technology, and others also seeing significant gains [1]
政策暖意浓 民企发力向“新”向“智”
Zhong Guo Zheng Quan Bao· 2025-05-25 21:08
Group 1 - The implementation of the "Private Economy Promotion Law" supports private enterprises in participating in national strategic projects and encourages investment in emerging industries and technological upgrades [1][2] - As of April this year, China has cultivated 605,000 technology and innovation-oriented SMEs and over 490,000 high-tech enterprises, with private enterprises accounting for over 92% of national high-tech enterprises [2] - The law aims to alleviate financial pressures on private enterprises by providing funding support and facilitating access to major projects and technology research initiatives [2][3] Group 2 - The law encourages private enterprises to strengthen foundational and cutting-edge research, develop key technologies, and promote the integration of technological and industrial innovation [3] - Companies like Zhongzi Technology and Zongheng Co. are significantly increasing their R&D investments, with Zhongzi's R&D expenditure reaching 110 million yuan in 2024, a 26.13% increase, and Zongheng's R&D investment at 92.44 million yuan, a 27.22% increase [3][4] - Zongheng Co. is focusing on transforming its drone technology towards a tool-based and platform-based model, integrating AI and cloud platforms to enhance efficiency in various applications [4] Group 3 - Hai Liang Co., a leader in the copper processing industry, emphasizes the importance of technological innovation for strategic upgrades and seeks government support for industry-academia collaboration [4][5] - The company has developed an "order class" model for training blue-collar workers and technical personnel, highlighting the need for government-led initiatives to facilitate industry-wide cooperation in talent development [4]