格隆汇8月5日丨航宇科技(688239.SH)公布，因自身资金需求，股东张华先生及其一致行动人张跃先生 拟通过集中竞价方式合计减持不超过1,201,920股公司股份，拟减持比例不超过公司总股本的0.63%；因 自身资金需求，股东王华东先生拟通过集中竞价方式减持不超过87,000股公司股份，拟减持比例不超过 公司总股本的0.05%。 ...

Group 1 - On July 31, a total of 1 listed company had its restricted shares unlocked, with a total market value of approximately 5.2275 million yuan [1] - The specific details of the restricted share unlock are as follows: Company name is Hangyu Technology, stock code is 688239, with 150,000 shares being unlocked [1]

Market Overview - The aviation equipment sector increased by 1.71% on July 29, with Hangfa Technology leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Stock Performance - Hangfa Technology (600391) closed at 32.03, up 9.99% with a trading volume of 361,600 shares and a transaction value of 1.102 billion [1] - Hangya Technology (688510) closed at 25.86, up 8.66% with a trading volume of 157,400 shares [1] - Zongheng Co. (688070) closed at 59.88, up 6.62% with a trading volume of 48,000 shares [1] - Chengxi Aviation (300581) closed at 22.86, up 6.08% with a trading volume of 988,700 shares and a transaction value of 2.213 billion [1] - Hangyu Technology (688239) closed at 39.87, up 5.87% with a trading volume of 63,900 shares [1] - Other notable stocks include Zhonghang Shenfei (600760) at 66.14, up 3.38%, and Feilai (300395) at 83.04, up 2.86% [1] Capital Flow - The aviation equipment sector saw a net inflow of 239 million in main funds, while retail investors experienced a net outflow of 197 million [2][3] - Major stocks like Zhonghang Shenfei (600760) had a net inflow of 334 million, while Hangfa Technology (600391) saw a net outflow of 101 million from retail investors [3]

担保对象及基本情况 | | | 被担保人名称 本次担保金额 | 3,000 | 万元 | 四川德兰航宇科技发展有限责任公司 | | --- | --- | --- | --- | --- | --- | | 担 | 保 对 | | | | | | 象 | | 实际为其提供的担保余额 | 28,000 | 万元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | 是 | ☑否 | □不适用：_________ | 累计担保情况 贵州航宇科技发展股份有限公司 关于为全资子公司提供担保的公告 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、准确性和完整性承担法律责任。 重要内容提示： | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 31,700 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 17.07% | | 100% 特别风险提示 | □对外担保总额超过最 ...

Group 1 - The company has approved the repurchase and cancellation of part of the restricted stock from the 2022 second phase incentive plan due to not meeting performance assessment requirements [1][2][3] - A total of 1,280,136 shares will be repurchased at a price of 26.38 yuan per share, amounting to a total repurchase fund of 33.77 million yuan [3] - Following the repurchase, the company's total shares will decrease from 191,905,734 to 190,625,598, and the registered capital will reduce from 191,905,734 yuan to 190,625,598 yuan [3] Group 2 - The company is notifying creditors that they have 45 days from the announcement date to claim debts or request guarantees due to the reduction in registered capital [3][4] - Creditors must provide valid documentation to substantiate their claims, including contracts and identification [4]

| 证券代码：688239 | 证券简称：航宇科技 | 公告编号：2025-062 | | --- | --- | --- | | 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 关于回购注销第一类限制性股票减资 暨通知债权人的公告 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。 一、回购注销审议情况 贵州航宇科技发展股份有限公司（以下简称"公司"）于 2025 年 6 月 17 日 召开第五届董事会第 28 次会议及第五届监事会第 23 次会议，均审议通过《关于 调整 2022 年第二期限制性股票激励计划回购价格及回购数量的议案》《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》。 2025 年 7 月 4 日公司召开了 2025 年第二次临时股东大会，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》，具体内 容详见公司于 2025 年 7 月 5 日在上海证券交易所网站（www.sse.com.cn）披露 的《航宇科技 ...

| 证券代码：688239 | 证券简称：航宇科技 | 公告编号：2025-061 | | --- | --- | --- | | 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 关于完成工商变更登记并换发营业执照的公告 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。 贵州航宇科技发展股份有限公司（以下简称"公司"）于 2025 年 6 月 17 日 召开了第五届董事会第 28 次会议，2025 年 7 月 4 日召开 2025 年第二次临时股 东大会，均审议通过了《关于取消监事会、增加注册资本暨修订<公司章程>的议 案》，公司股东大会已授权董事会向市场监督管理部门申请并办理公司备案/变 更登记等相关事宜，并可根据市场监督管理部门的意见和要求对备案/变更等文 件进行适当性修改，本次具体修订内容详见公司于 2025 年 6 月 19 日在上海证券 交易所网站（http://www.sse.com.cn）披露的《航宇科技关于取消监事会、变更 注册资本暨修订<公司章程>及内部制度的公告》。 ...

Core Viewpoint - Guizhou Hangyu Technology Development Co., Ltd. maintains a strong competitive position in the aerospace ring forgings sector, supported by sufficient orders and stable performance, despite facing challenges from high customer concentration and potential revenue fluctuations in military products [3][6][15]. Financial Performance - As of March 2025, the company's total assets reached 43.28 billion, with total liabilities at 16.89 billion, reflecting a slight increase from previous years [3][21]. - The company's operating income for the first quarter of 2025 decreased by 26.99% year-on-year, primarily due to a slowdown in domestic customer orders [15][18]. - The net profit for the first quarter of 2025 was 0.46 billion, down from 1.86 billion in the same period of 2024 [3][21]. Business Operations - The company has a high customer concentration, with the top five customers accounting for 60.96% of total revenue in 2024, indicating a reliance on a few key clients [18]. - The company has a robust order backlog of approximately 48.48 billion, which is 2.69 times its revenue for 2024, providing a buffer against revenue fluctuations [6][18]. - The company is actively involved in the development of multiple domestic and international aerospace engine projects, including the C919 and CJ1000 engines, enhancing its market position [6][15]. Industry Environment - The aerospace engine industry is characterized by high barriers to entry and significant long-term demand, with domestic manufacturers increasingly participating in the global supply chain [11][12]. - The high-end forging sector, particularly in military applications, remains competitive due to substantial investment requirements and technological barriers [14]. - The global aerospace market is expected to grow, driven by increasing orders from major manufacturers like Airbus and Boeing, as well as domestic initiatives to enhance self-sufficiency in aerospace technology [11][12]. Future Outlook - The company has a stable credit rating outlook, supported by its technological advantages and strong order book, although it must navigate potential operational challenges related to customer demand and production capacity [7][19]. - The company is expanding its production capacity through ongoing projects, which are expected to enhance its operational efficiency once market demand improves [19][20].

Group 1 - The core opinion of the legal opinion letter is that the procedures for convening and holding the shareholders' meeting of Guizhou Hangyu Technology Development Co., Ltd. comply with relevant laws and regulations [1][12] - The shareholders' meeting was proposed and convened by the board of directors, with the meeting held on July 3, 2025, following the announcement made on June 19, 2025 [2][3] - A total of 97 shareholders attended the meeting, representing 79,987,290 shares, which is 41.6804% of the company's total shares [4][5] Group 2 - The meeting adopted a combination of on-site and online voting, with online voting available on July 4, 2025 [3][4] - The meeting's agenda included two main proposals regarding the repurchase and cancellation of certain restricted stocks from the 2022 incentive plan [5][6] - The voting results showed overwhelming support for the proposals, with over 99% of votes in favor, indicating strong shareholder approval [7][8][12]

Core Viewpoint - Guizhou Hangyu Technology Development Co., Ltd. has signed a long-term supply agreement with an international commercial aircraft engine customer, involving an estimated total procurement amount of approximately $44.6 million (around 320 million RMB) for aircraft engine forgings from 2025 to 2029, which is expected to enhance the company's market competitiveness and ensure stable profitability [1][3]. Group 1: Agreement Details - The long-term supply agreement is a framework agreement based on long-term cooperation, with the overseas customer being a large international commercial aircraft engine manufacturer and a Fortune Global 500 company [2][3]. - The agreement was signed in July 2025 through a remote signing method, and it does not require approval from the board of directors or shareholders, nor does it constitute a related party transaction or a major asset restructuring [2][3]. - The agreement includes clear terms regarding product delivery, production management, and payment conditions to ensure the smooth execution of orders [3]. Group 2: Impact on the Company - The long-term supply agreement is expected to provide strong support for the company's future performance growth, positively impacting its market share and industry influence in the aircraft engine forging sector [3][4]. - By collaborating with a globally recognized customer, the company can ensure stable market demand for its core products, enhance its technological competitiveness, and drive business expansion and revenue growth [4].