金信景气优选混合A（018375）基金经理为杨超。 10月15日，航宇科技涨5.04%，截至发稿，报43.53元/股，成交1.28亿元，换手率1.59%，总市值82.98亿 元。 资料显示，贵州航宇科技发展股份有限公司位于贵州省贵阳市贵阳国家高新技术产业开发区金阳科技产 业园上坝山路5号，成立日期2006年9月4日，上市日期2021年7月5日，公司主营业务涉及主要从事航空 难变形金属材料环形锻件研发、生产和销售。主营业务收入构成为：航空锻件75.41%，航天锻件 7.86%，其他锻件7.23%，燃气轮机锻件6.49%，其他高端装备锻件3.00%。 从基金十大重仓股角度 数据显示，金信基金旗下1只基金重仓航宇科技。金信景气优选混合A（018375）二季度持有股数5100 股，占基金净值比例为1.74%，位居第九大重仓股。根据测算，今日浮盈赚取约1.07万元。 金信景气优选混合A（018375）成立日期2023年11月2日，最新规模94.55万。今年以来收益11.19%，同 类排名5522/8161；近一年收益24.27%，同类排名3209/8015；成立以来收益26.88%。 截至发稿，杨超累计任职时间4年15 ...

| 证券代码：688239 | 证券简称：航宇科技 | 公告编号：2025-084 | | --- | --- | --- | | 转债代码：118050 | 转债简称：航宇转债 | | 贵州航宇科技发展股份有限公司 关于可转换公司债券"航宇转债"转股价格调整 暨转股停复牌 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： 证券停复牌情况：适用 因贵州航宇科技发展股份有限公司（以下简称"公司"）部分股权激励限制性 股票的回购注销实施办理完成，引起航宇转债转股价格调整,本公司的相关证券停 复牌情况如下： | 118050 | 航宇转债 | 可转债转股停 | 2025/10/13 | 全天 | 2025/10/13 | 2025/10/14 | | --- | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券简称 | 停复牌类型 牌 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | 经中国证券监督管理委员会出具的《关于同意贵州航宇科技发展股份有限公 司向不特 ...

| 证券代码：688239 | 证券简称：航宇科技 | 公告编号：2025-082 | | --- | --- | --- | | 转债代码：118050 | 转债简称：航宇转债 | | 贵州航宇科技发展股份有限公司 2025年第四次临时股东会决议公告 《公司章程》的规定。 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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 10 月 10 日 （二） 股东会召开的地点：贵州航宇科技发展股份有限公司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 95 | | --- | --- | | 普通股股东人数 | 95 | | 2、出席会议的股东所持有的表决权数量 | 83,578,023 | | 普通股股东所持有表决权数量 | 83,578,023 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 43.843 ...

| 证券代码：688239 | 证券简称：航宇科技 | 公告编号：2025-083 | | --- | --- | --- | | 转债代码：118050 | 转债简称：航宇转债 | | 贵州航宇科技发展股份有限公司 可转债转股结果暨股份变动公告 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： 累计转股情况：贵州航宇科技发展股份有限公司（以下简称"公司"） 向不特定对象发行可转换公司债券"航宇转债"自 2025 年 2 月 27 日开始转股。 2025 年 2 月 27 日至 2025 年 9 月 30 日期间，"航宇转债"累计已有人民币 213,000 元转换为公司股票，累计转股数量为 7,129 股，占"航宇转债"转股前公司已发 行股份总额的 0.0048%。 经上交所自律监管决定书[2024]118 号文同意，公司 66,700.00 万元可转换 公司债券将于 2024 年 9 月 10 日起在上交所挂牌交易，债券简称"航宇转债"， 债券代码"118050"。 （三）可转债转股价格调整情况 未转股可转 ...

泰和泰（贵阳）律师事务所 关于 贵州航宇科技发展股份有限公司 2025年第四次临时股东会 之 关于贵州航宇科技发展股份有限公司 2025年第四次临时股东会之见证法律意见书 致：贵州航宇科技发展股份有限公司 根据《中华人民共和国证券法》（以下简称《证券法》）、 《中华人民共和国公司法》（以下简称《公司法》）和中国证券 监督管理委员会《上市公司股东会规则》（以下简称《股东会规 则》）等法律、行政法规、规范性文件及《贵州航宇科技发展股 份有限公司章程》（以下简称《公司章程》）的要求，泰和泰（贵 阳）律师事务所（以下简称本所）接受贵州航宇科技发展股份有 限公司（以下简称公司）的委托，指派律师出席公司2025年第四 次临时股东会（以下简称本次股东会）。 本所律师根据《上市公司股东会规则》第五条的要求，按照 律师行业公认的业务标准、道德规范和勤勉尽责的精神，本所律 师仅对本次股东会的召集程序、召开程序、出席会议人员资格、 召集人资格、表决程序、表决结果等发表法律意见,不对本次股东 会审议的议案内容以及这些议案所表述的事实或数据的真实性、 准确性和完整性发表意见。 一、本次股东会的召集、召开程序 见证法律意见书 中国·贵阳 ...

Market Overview - The aviation equipment sector experienced a decline of 1.07% on October 10, with Hangyu Technology leading the drop [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Notable gainers in the aviation equipment sector included: - Beimo Gaoke (002985) with a closing price of 30.86, up 4.22% [1] - Chenxi Aviation (300581) at 17.51, up 4.10% [1] - ST Lian Shi (000697) at 9.37, up 3.42% [1] - Major decliners included: - Hangyu Technology (688239) at 42.33, down 4.88% [2] - Feili Hua (300395) at 73.69, down 4.84% [2] - Hangya Technology (688510) at 25.38, down 4.69% [2] Capital Flow - The aviation equipment sector saw a net outflow of 708 million yuan from institutional investors, while retail investors contributed a net inflow of 137 million yuan [2][3] - Specific stock capital flows included: - Chenxi Aviation (300581) with a net inflow of 11.41% from institutional investors [3] - ST Lian Shi (000697) with a net inflow of 7.18% from institutional investors [3] - Other stocks like Sanjiao Defense (300775) and Lijun Co. (002651) also showed varied net inflows and outflows [3]

责任编辑：小浪快报 融资方面，航宇科技当日融资买入2852.54万元。当前融资余额2.27亿元，占流通市值的2.68%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，航宇科技10月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量6351.00股，融券余额28.26万元，低于近一年40%分位水平，处于较低位。 分红方面，航宇科技A股上市后累计派现1.32亿元。近三年，累计派现1.04亿元。 10月9日，航宇科技涨1.16%，成交额2.44亿元。两融数据显示，当日航宇科技获融资买入额2852.54万 元，融资偿还3093.59万元，融资净买入-241.06万元。截至10月9日，航宇科技融资融券余额合计2.28亿 元。 机构持仓方面，截止2025年6月30日，航宇科技十大流通股东中，易方达国防军工混合A（001475）位 居第四大流通股东，持股392.86万股，相比上期增加232.76万股。前海开源公用事业股票（005669）位 居第九大流通股东，持股277.74万股，相比上期增加81.10万股。易方达品质动能三年持有混合A （014562）位居第十大流通股东 ...

Group 1 - The aviation equipment sector increased by 0.94% on September 26, with Hangyu Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] - Key stocks in the aviation equipment sector showed significant price increases, with Hangyu Technology rising by 8.20% to a closing price of 44.75 [1] Group 2 - The aviation equipment sector experienced a net inflow of 548 million yuan from institutional investors, while retail investors saw a net outflow of 258 million yuan [2][3] - Major stocks like Hangfa Power and Zhonghang Xifei had substantial net inflows of 298 million yuan and 94.47 million yuan, respectively [3] - Conversely, stocks such as Feilihua and Chaozhuo Hangke faced significant net outflows, with Feilihua down 6.30% [2][3]

Core Viewpoint - The A-share market experienced a collective pullback on September 26, but the military industry sector rebounded sharply, particularly the aerospace ETF (159227), which saw a 0.44% increase and a trading volume of 45.7 million yuan, indicating strong market interest in military stocks [1]. Group 1: Market Performance - The aerospace ETF (159227) is the largest in the market, tracking the National Aerospace Index, with a high concentration of military-related stocks, achieving a 97.96% allocation in the primary military industry sector [1]. - Key stocks within the ETF, such as Aerospace Technology, surged over 5%, with other companies like Aero Engine Corporation of China and AVIC Aircraft also showing positive movement [1]. Group 2: Industry Insights - According to Galaxy Securities, during the 14th Five-Year Plan period, the production of main battle equipment and the construction of new combat capabilities are advancing simultaneously [1]. - In the air force sector, the new generation of fighter jets is entering the deployment phase, with major manufacturers like AVIC Shenyang Aircraft Corporation and AVIC Chengdu Aircraft Industry Group collaborating on domestic upgrades [1]. - The ETF focuses on the military sub-sector of aerospace, covering a full industry chain that includes fighter jets, transport aircraft, helicopters, aircraft engines, missiles, satellites, and radar, aligning perfectly with the "aerospace integration" strategic direction [1].

Core Viewpoint - The military industry is experiencing a positive shift driven by advancements in AI technology, which is expected to enhance the role of military software within the equipment system and lead to significant changes across the entire military supply chain [1]. Group 1: Market Performance - On September 26, major stock indices continued to decline, while the military industry sector showed resilience, with the largest aerospace ETF (159227) rising by 0.97% and surpassing a trading volume of 100 million [1]. - Key stocks within the ETF saw significant gains, including Aerospace Technology rising over 10%, Huayin Technology increasing over 6%, and Aero Engine Corporation rising over 5% [1]. Group 2: AI Impact on Military Industry - The advancement of AI technology is expected to drive a dual-force impact on the military supply chain, with improvements in core software performance leading to profound changes in warfare dynamics and an increase in software demand across various downstream sectors [1]. - AI empowerment is anticipated to accelerate the deployment of unmanned equipment, which may lead to transformative changes in both upstream and downstream industries [1]. Group 3: ETF and Industry Composition - The aerospace ETF (159227) closely tracks the Guozheng Aerospace Index, with a high concentration of 97.96% in the primary military industry, making it the highest "military purity" index in the market [1]. - The ETF covers critical industry chain segments, including aerospace equipment, satellite navigation, and new materials, featuring leading companies in the military sector involved in large aircraft development, low-altitude economy, and commercial aerospace [1].