中无人机（SH 688297，收盘价：59.75元）7月31日晚间发布公告称，近日公司获悉，成都建国持有部 分公司股份被冻结续期。通过中国证券登记结算有限责任公司上海分公司系统查询核实，公司持股 5% 以上股东成都建国所持有公司的16,200,000股无限售流通股份继续被冻结。 2024年1至12月份，中无人机的营业收入构成为：航空航天产品制造及相关服务占比100.0%。 （文章来源：每日经济新闻） ...

证券日报网讯7月31日晚间，中无人机发布公告称，截至2025年7月31日，公司暂未开展股票回购，公司 后续将根据市场情况择机实施本次回购计划。 ...

（文章来源：每日经济新闻） 中无人机（SH 688297，收盘价：59.75元）7月31日晚间发布公告称，截至2025年7月31日，公司暂未开 展股票回购，公司后续将根据市场情况择机实施本次回购计划。 2024年1至12月份，中无人机的营业收入构成为：航空航天产品制造及相关服务占比100.0%。 ...

证券代码：688297 证券简称：中无人机 公告编号：2025-030 中航（成都）无人机系统股份有限公司 关于持股 5%以上股东股份被冻结续期的公告 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： | | 是否为控 股股东及 | 冻结股份数 | 占其所 | 占公司 | 是否为 | 冻结 | 续期 后冻 | 冻结续期 | 冻结 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | | | 持股份 | 总股本 | | 起始 | | | | | | 其一致行 | 量（股） | 比例 | 比例 | 限售股 | 日 | 结到 | 申请人 | 原因 | | | 动人 | | | | | | 期日 | | | | 成都建国 | 否 | 16,200,000 | 30.00% | 2.40% | 否 | 2024- | 2025- | 辽宁省大 | 司法 | | | | | | | | 11-25 | 11-19 | 连市人民 | 冻 ...

中航（成都）无人机系统股份有限公司 证券代码：688297 证券简称：中无人机 公告编号：2025-031 关于股份回购进展公告 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： | 回购方案首次披露日 | 2025/4/26，由董事长提议 | | --- | --- | | 回购方案实施期限 | 2025 年 6 月 26 日~2026 年 6 月 25 日 | | 预计回购金额 | 10,000万元~20,000万元 | | 回购用途 | □减少注册资本 | | | √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 0万股 | | 累计已回购股数占总股本比例 | 0% | | 累计已回购金额 | 0万元 | | 实际回购价格区间 | 0元/股~0元/股 | 一、 回购股份的基本情况 中航（成都）无人机系统股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开第五届董事会第二十八次会议，审议通过了《关于以集中竞价交 ...

Core Points - The company has not yet initiated any stock buybacks as of July 31, 2025 [1] - The stock buyback plan was first disclosed on April 26, 2025, with an expected buyback amount between 100 million and 200 million RMB [1] - The total buyback fund will be no less than 100 million RMB and no more than 200 million RMB, with a maximum buyback price of 60.52 RMB per share [1] - The buyback period is set for 12 months following the approval of the buyback plan by the shareholders' meeting [1] - As of the announcement date, the cumulative number of shares repurchased is 0, representing 0% of the total share capital, with a total repurchase amount of 0 million RMB [1]

政策暖风吹拂下，市场规模增长曲线陡峭。根据工信部赛迪研究院等数据，截至2023年末，中国低空经济规模达5059.5亿元，伴随着低空飞行活动增加和 基础设施投资见效，未来几年行业有望保持快速增长，预计2026年规模突破万亿元，2035年规模有望突破3.5万亿元。 近期首届国际低空经济博览会重磅开幕。全球近300家行业头部企业齐聚上海，19件全球首发产品、25件全国首发产品集中亮相。开展首日，来自上海的 沃兰特航空与泰国泛太平洋公司签署了500架eVTOL采购协议，这笔高达17.5亿美元的订单创下了迄今为止中国高等级客运eVTOL获得的最大单笔国际订 单记录。 在政策、技术与市场的三重共振下，通用航空作为低空经济的核心主体，有望加速从概念走向现实，而光大保德信基金将于8月4日——8月15日发行的光 大国证通用航空指数基金（A类：024788 C类：024789），有望成为投资者场外布局这一领域的高效投资工具。 政策东风：国家战略加持的万亿蓝海 当顶层设计与地方实践形成合力，产业发展的"加速键"被按下。从2024年起，低空经济已连续两年被写入政府工作报告；2024年3月，工信部等四部门联 合发布的《通用航空装备创新 ...

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]

Core Viewpoint - The article highlights the innovative use of the Wing Loong emergency drone by China Aviation Industry Corporation for typhoon disaster response, showcasing its capabilities in pre-typhoon reconnaissance and post-typhoon damage assessment, thereby enhancing public safety and emergency management [1][2]. Group 1: Pre-Typhoon Operations - The Wing Loong emergency drone executed reconnaissance missions before the arrival of Typhoon "Wipha," marking the first large-scale fixed-wing drone deployment for typhoon early warning in China [1]. - The drone utilized synthetic aperture radar to penetrate heavy cloud and rain, providing real-time reconnaissance data to provincial emergency command centers, which facilitated risk assessment and defense planning [1]. Group 2: Post-Typhoon Operations - Following the typhoon's passage, the drone operated in severely low visibility conditions to identify critical situations such as flooded roads and rising river levels, supporting rescue operations and emergency assessments [2]. - The drone also provided stable public network signal coverage to disaster-stricken areas, sending out 6,782 rescue alerts, thus acting as a vital communication link during the crisis [2]. Group 3: Technological and Operational Significance - The Wing Loong drone is designed for operations under extreme conditions, including scenarios with disrupted communication and power [2]. - The continuous 24-hour emergency readiness demonstrated the drone's reliability and operational capability in extreme weather, contributing to a new paradigm in disaster emergency response [2].

Core Viewpoint - The military industry has shown a downward trend since the second half of 2024, primarily driven by valuation factors. The defense and military index rose by 37.24% from September 24, 2024, to July 21, 2025, outperforming the Shanghai and Shenzhen 300 index, which increased by 27.17% during the same period [1]. Group 1: Market Performance - The military sector has experienced heightened activity in themes such as low-altitude economy, large aircraft, and military intelligence, driven by ongoing geopolitical conflicts [1]. - The performance of military-related funds has also improved, with the Fangzheng Fubon Core Advantage Mixed Fund heavily investing in core enterprises within the military industry chain [1]. Group 2: Fund Holdings - The top ten holdings of the Fangzheng Fubon Core Advantage Mixed Fund include companies like Zhong无人机 (8.95%), 中航沈飞 (7.97%), and 中航成飞 (7.94%), all within the aerospace sector, reflecting a focus on the military supply chain [2]. - New additions to the fund's holdings include 中兵红箭 (7.34%) and 北方导航 (7.26%), with significant year-to-date price increases of 51.49% and 60.01%, respectively [2]. Group 3: Future Outlook - The fund manager believes that the military sector holds explosive growth opportunities, especially with the upcoming military parade on September 3 potentially boosting military stocks [3]. - The military industry is expected to see a recovery in demand as the "14th Five-Year Plan" approaches its final year, with a clear long-term development goal set for 2035 and 2050 [3].