Group 1 - The core viewpoint of the news is that Hangyu Technology has seen a stock price increase of 5.03%, reaching 43.44 CNY per share, with a total market capitalization of 8.281 billion CNY [1] - Hangyu Technology, established on September 4, 2006, and listed on July 5, 2021, primarily engages in the research, production, and sales of aerospace deformable metal materials and ring forgings [1] - The company's main business revenue composition includes: aerospace forgings 75.41%, aerospace forgings 7.86%, other forgings 7.23%, gas turbine forgings 6.49%, and other high-end equipment forgings 3.00% [1] Group 2 - From the perspective of fund holdings, Jin Xin Fund has a significant position in Hangyu Technology, with its Jin Xin Prosperity Preferred Mixed A Fund holding 5,100 shares, accounting for 1.74% of the fund's net value [2] - The Jin Xin Prosperity Preferred Mixed A Fund, established on November 2, 2023, has a latest scale of 945,500 CNY and has achieved a year-to-date return of 7.25% [2] - The fund manager, Yang Chao, has a tenure of 4 years and 140 days, with the fund's total asset scale at 2.083 billion CNY, and the best return during his tenure being 70.28% [2]

Group 1 - The A-share market experienced a collective pullback on September 23, with the aerospace ETF (159227) declining by 2.21% and achieving a trading volume of 93.9 million yuan, making it the largest in its category [1] - The aerospace ETF has reached a new high in size at 1.35 billion yuan, indicating strong market interest and positioning as the largest aerospace ETF [1] - The aerospace sector is increasingly critical in modern warfare, with high technical barriers and significant value within the military industrial chain, particularly in areas like drones, fighter jets, and missiles [1] Group 2 - The aerospace ETF tracks the Guozheng Aerospace Index, with a high concentration of 97.96% in the military industry, focusing on the aerospace segment and covering key components such as fighter jets, transport aircraft, helicopters, and missiles [2] - The sector is expected to benefit from ongoing geopolitical tensions and increasing military expenditures globally, with domestic military enterprises showcasing technological advantages [1][2] - Analysts suggest that the military sector has stabilized recently, with upcoming equipment construction phases and a focus on domestic demand and military trade developments [1]

Group 1 - The military equipment sector experienced a notable increase in stock prices on September 19, with several companies showing significant gains [1] - Hangya Technology saw its stock price rise by over 10%, indicating strong market interest and potential investor confidence [1] - Other companies in the sector, including AVIC Chengfei, North Long Dragon, Tianqin Equipment, Aerospace Technology, and Inner Mongolia First Machinery, also reported upward movements in their stock prices [1]

Core Viewpoint - The aerospace ETF Tianhong (159241) has shown significant growth in both scale and share, indicating strong investor interest in the aerospace sector, particularly in companies involved in advanced technologies and military applications [3][4]. Group 1: ETF Performance - As of September 18, 2025, the aerospace ETF Tianhong (159241) increased by 1.23%, with a turnover of 8.78% and a transaction volume of 39.2827 million yuan [3]. - The ETF has seen a weekly scale growth of 2.4731 million yuan, ranking first among comparable funds, and a share increase of 5 million units [3]. - In the last three days, the ETF attracted a net inflow of 11.2857 million yuan [3]. Group 2: Sector Highlights - The aerospace ETF Tianhong (159241) closely tracks the National Aerospace and Aviation Industry Index, which includes sectors such as aerospace equipment, military electronics, and satellite internet, highlighting the high-tech barriers and strong R&D attributes of these industries [4]. - Hefei Xinghuo Space Technology Co., Ltd. recently completed a 55 million yuan angel round financing, with total financing nearing 100 million yuan, focusing on the development of China's first electric cycle liquid launch vehicle [5]. - The Chinese low-altitude economy market is projected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035, with financial institutions actively investing in this emerging sector [5]. Group 3: Institutional Insights - Zhonghang Securities emphasizes that satellite internet can extend traditional internet services to broader areas, facilitating information integration and breaking down service barriers, thus creating new opportunities for industry development [6]. - The integration of satellite internet with low-altitude economy, vehicle networking, and other new fields can enhance communication and operational capabilities [6].

Core Viewpoint - The company,航宇科技, announced the reappointment of Liu Chaohui as the rotating general manager by the board of directors [2] Company Summary - Liu Chaohui has been confirmed to continue his role as the rotating general manager of the company [2]

贵州航宇科技发展股份有限公司 2025 年第四次临时股东会会议资料 证券代码：688239 证券简称：航宇科技 债券代码：118050 债券简称：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会议资料 二〇二五年 | 1 关于变更注册资本暨修订《公司章程》的议案 6 | | --- | | 议案 | 贵州航宇科技发展股份有限公司 2025 年第四次临时股东会会议资料 贵州航宇科技发展股份有限公司 2025 年第四次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证股东 会的顺利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》《上市 公司股东会规则》以及《贵州航宇科技发展股份有限公司章程》《贵州航宇科技 发展股份有限公司股东会议事规则》等相关规定，贵州航宇科技发展股份有限公 司（以下简称"公司"）特制定 2025 年第四次临时股东会会议须知： 一、为确认出席大会的股东或其代理人或其他出席者的出席资格，会议工作人 员将对出席会议者的身份进行必要的核对工作，请被核对者给予配合。出席会议的 股东及股东代理人须在会议召开前 45-15 分钟到会议现场办理 ...

关于贵州航宇科技发展股份有限公司使用票据支付募投项目所需资金 并以募集资金等额置换的核查意见 中信证券股份有限公司（以下简称"保荐人"）作为贵州航宇科技发展股份 有限公司（以下简称"航宇科技"或"公司"）2022 年度向特定对象发行股票和 2023 年度向不特定对象发行可转换公司债券持续督导工作的保荐人，根据《证 券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证 券交易所上市公司自律监管指引第 11 号——持续督导》等相关规定，对航宇科 技使用票据支付募投项目所需资金并以募集资金等额置换事项进行了核查，并发 表核查意见如下： 一、本次募集资金基本情况 经中国证券监督管理委员会 2024 年 7 月 22 日出具的《关于同意贵州航宇科 技发展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 [2024]1069 号）同意注册，公司向不特定对象发行面值总额为 66,700.00 万元的 可转换公司债券，期限 6 年，每张面值为人民币 100 元，发行数量 6,670,000 张， 募集资金总额为人民币 667,000,000.00 元，扣除相关发行费用不含税金额人民币 9, ...

| 第一节 | 股份发行 4 | | --- | --- | | 第二节 | 股份增减和回购 6 | | 第三节 | 股份转让 7 | | 第一节 | 股东 8 | | 第二节 | 控股股东和实际控制人 10 | | 第三节 | 股东会的一般规定 11 | | 第四节 | 股东会的召集 15 | | 第五节 | 股东会的提案与通知 16 | | 第六节 | 股东会的召开 18 | | 第七节 | 股东会的表决和决议 21 | | 第一节 | 董事的一般规定 24 | | 第二节 | 董事会 27 | | 第三节 | 独立董事 31 | | 第四节 | 董事会专门委员会 34 | | 第一节 | 财务会计制度 38 | | 第二节 | 内部审计 41 | | 第三节 | 会计师事务所的聘任 42 | | 第一节 | 合并、分立、增资和减资 43 | | 第二节 | 解散和清算 45 | | 第十一章 | 附则 47 | 贵州航宇科技发展股份有限公司章程 贵州航宇科技发展股份有限公司 章 程 2025 年 9 月 贵州航宇科技发展股份有限公司章程 第一章 总则 第一条 为维护贵州航宇科技发展股份有限公司(以下简称 ...

证券代码：688239 证券简称：航宇科技 公告编号：2025-078 转债代码：118050 转债简称：航宇转债 2、股权激励回购注销 2025 年 6 月 17 日，公司召开了第五届董事会第 28 次会议、第五届监事会 第 23 次会议；2025 年 7 月 4 日，公司召开了 2025 年第二次临时股东大会，分 别审议通过了《关于回购注销 2022 年第二期限制性股票激励计划部分限制性股 票的议案》。于 2025 年 9 月 8 日收到了中国证券登记结算有限责任公司上海分 公司出具了《证券变更登记证明》，公司根据相关规定已完成本次股权激励已授 1 予尚未解禁部分限制性股票的回购注销流程。本次回购注销完成后，公司总股本 由"191,906,054 股"减少至"190,625,918 股"；公司注册资本相应由"人民 币 191,906,054 元"减少至"人民币 190,625,918 元"。 贵州航宇科技发展股份有限公司 关于变更注册资本暨修订《公司章程》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、准确性和完整性依法承担法律责任。 因贵州航 ...

经中国证券监督管理委员会 2024 年 7 月 22 日出具的《关于同意贵州航宇科 技发展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 [2024]1069 号）同意注册，公司向不特定对象发行面值总额为 66,700.00 万元 的可转换公司债券，期限 6 年，每张面值为人民币 100 元，发行数量 6,670,000 张，募集资金总额为人民币 667,000,000.00 元，扣除相关发行费用不含税金额 人民币 9,872,028.30 元后，实际募集资金净额为 657,127,971.70 元。 上述募集资金已于2024年8月27日全部到位，大信会计师事务所（特殊普通 合伙）已于2024年8月28日出具了（大信验字[2024]第32-00007号）《验资报告》。 公司依照相关规定对募集资金进行了专户存储管理，并与保荐人以及募集资金专 户银行签署了募集资金专户存储三方/四方监管协议。 1 | 证券代码：688239 | 证券简称：航宇科技 | 公告编号：2025-080 | | --- | --- | --- | | 转债代码：118050 | 转债简称：航宇转债 | | 贵州航宇科技发 ...