商络电子实际控制人拟减持不超过3%股份;壹连科技股东长江晨道拟减持不超过2%股份;富瀚微实际控制人的一致行动人拟减 持不超1.93%股份;学大教育股东南京星纳赫源拟减持不超过0.5%股份;迈普医学股东唐莹拟减持不超过1.2541%股份;高华科技 股东黄标拟减持不超180万股股份;金丹科技股东首中教育拟减持不超过3%股份;长江通信股东武汉金控、新能实业、武汉长发 拟合计减持不超1%;精测电子股东陈凯拟减持不超过1.79%股份;无锡振华股东无锡君润及其一致行动人拟合计减持不超3%股 份;中国联通股东结构调整基金已累计减持1.0764%公司股份;耐普矿机终止认购瑞士Veritas Resources AG股权 | | | 2月4日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | | 商络电子 | 实际控制人拟减持不超过3%股份 | | | 壹连科技 | 长江晨道拟减持不超过2%股份 | | | 富潮微 | 实际控制人的一致行动人拟减持不超1.93%股份 | | | 亿田智能 | 传定恒远拟减持不超过0.99%股份 | | | 学大教育 | 南京星纳赫源拟减持不超过 ...

智通财经APP讯，高华科技(688539.SH)发布公告，公司于近日收到持股5%以上的股东通知，因自身资 金需求，黄标先生计划通过集中竞价交易方式(含盘后定价)或大宗交易方式减持其所持有的股份合计不 超过180万股，拟减持股份合计占公司总股本的比例不超过0.97%，减持期限为自本公告披露之日起15 个交易日后的3个月内实施。 ...

高华科技(688539.SH)发布公告，公司于近日收到持股5%以上的股东通知，因自身资金需求，黄标先生 计划通过集中竞价交易方式(含盘后定价)或大宗交易方式减持其所持有的股份合计不超过180万股，拟 减持股份合计占公司总股本的比例不超过0.97%，减持期限为自本公告披露之日起15个交易日后的3个 月内实施。 ...

格隆汇2月3日丨高华科技(688539.SH)公布，公司于近日收到持股5%以上的股东通知，因自身资金需 求，黄标先生计划通过集中竞价交易方式（含盘后定价，下同）或大宗交易方式减持其所持有的股份合 计不超过180万股，拟减持股份合计占公司总股本的比例不超过0.97%，减持期限为自本公告披露之日 起15个交易日后的3个月内实施。 ...

每经AI快讯，高华科技2月3日晚间发布公告称，截至本公告披露日，南京高华科技股份有限公司持股 5%以上股东黄标先生持有公司股份2177万股，占公司总股本的比例为11.71%，相关股份为无限售流通 股且来源为公司首次公开发行股票并上市前取得的股份。公司于近日收到持股5%以上的股东通知，因 自身资金需求，黄标先生计划通过集中竞价交易方式或大宗交易方式减持其所持有的股份合计不超过 180万股，拟减持股份合计占公司总股本的比例不超过0.97%，减持期限为自本公告披露之日起15个交 易日后的3个月内实施。 每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" （记者 曾健辉） ...

证券代码：688539 证券简称：高华科技 公告编号：2026-001 南京高华科技股份有限公司 持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 大股东持有的基本情况 截至本公告披露日，南京高华科技股份有限公司（以下简称"公司"） 持股 5%以上股东黄标先生持有公司股份 2,177 万股，占公司总股本的比例为 11.71%， 上述股份为无限售流通股且来源为公司首次公开发行股票并上市前取得的股份。 减持计划的主要内容 公司于近日收到持股 5%以上的股东通知，因自身资金需求，黄标先生计划 通过集中竞价交易方式（含盘后定价，下同）或大宗交易方式减持其所持有的股 份合计不超过 180 万股，拟减持股份合计占公司总股本的比例不超过 0.97%，减 持期限为自本公告披露之日起 15 个交易日后的 3 个月内实施。 | 股东名称 | 黄标 | | | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 直接持股 5%以上股东 | □是 √否 √是 □否 | ...

高华科技公告，截至本公告披露日，持股5%以上股东黄标持有公司股份2177万股，占总股本11.71%； 因自身资金需求，其计划通过集中竞价或大宗交易方式减持不超过180万股，占公司总股本0.97%，减 持期为2026年3月6日至2026年6月5日，股份来源为IPO前取得的无限售流通股。 ...

Investment Rating - The report maintains an "Outperform" rating for the commercial aerospace industry [1] Core Insights - The aerospace sector is transitioning from being viewed as a "cost center" driven by national will to a "growth engine" driven by commercial demand, with significant investments and strategic planning from both the US and China [6][9] - The global aerospace economy is projected to reach $613 billion in 2024, with commercial aerospace contributing 78%, and is expected to exceed $1 trillion by 2032 [6][9] - The value chain of commercial aerospace is divided into five core levels: "space, ground, terminal, rocket, and application," each presenting unique market opportunities and technical challenges from 2026 to 2030 [10][29] Summary by Sections 1. Space: Satellite Manufacturing - The satellite manufacturing market in China is expected to grow from approximately 7.1 billion yuan in 2025 to about 39.4 billion yuan by 2030, reflecting a shift from sporadic research models to continuous, batch engineering deliveries [16][18] 2. Ground: Ground Systems - The ground systems market is projected to increase from around 1.2 billion yuan in 2025 to approximately 39.1 billion yuan by 2030, evolving from a supporting role to a core infrastructure essential for stable satellite constellation operations [21][22] 3. Terminal: Key Variable for Commercial Aerospace - The terminal market is anticipated to grow from 500 million yuan in 2025 to about 141.9 billion yuan by 2030, driven by multiple vertical industries and potential consumer scenarios [23][24] 4. Rocket: Core Constraint - The cost of rocket launches is a critical constraint, with reusable technology expected to reduce costs by 80%-90% compared to traditional expendable rockets. The market for rocket launch services is projected to grow from approximately 10.7 billion yuan in 2025 to about 34.3 billion yuan by 2030 [25][26] 5. Application: Final Value Realization - The application market is expected to expand from 200 million yuan in 2025 to 525 billion yuan by 2030, with the revenue share from applications projected to rise from single digits to over 67% by around 2030 [27][28] 6. Investment Opportunities - Investment opportunities in commercial aerospace can be categorized into three main tracks: 1. Launch and manufacturing segments, which are expected to benefit directly from increased orders and visibility 2. Core components and systems, characterized by high technical barriers and critical for long-term competitiveness 3. Downstream applications and operational services, which, while currently limited in scale, hold the greatest long-term potential for value realization [29][30]

Group 1 - The core point of the news is that GaoHua Technology's stock price has dropped by 5.07%, currently trading at 46.03 CNY per share, with a total market capitalization of 8.558 billion CNY [1] - GaoHua Technology, established on February 29, 2000, specializes in the research, design, production, and sales of high-reliability sensors and sensor network systems, with 85.06% of its revenue coming from high-reliability sensors [1] - The company's revenue breakdown includes high-reliability sensors (85.06%), sensor network systems (14.43%), sensor chips (0.28%), and other (0.24%) [1] Group 2 - From the perspective of major shareholders, Penghua Fund's Penghua High-Quality Growth Mixed A Fund (010490) has reduced its holdings by 486,600 shares, now holding 1.4885 million shares, which is 1.42% of the circulating shares [2] - The fund has incurred an estimated floating loss of approximately 3.6616 million CNY due to the reduction in holdings [2] - The Penghua High-Quality Growth Mixed A Fund has a total scale of 966 million CNY, with a year-to-date return of 12.36% and a one-year return of 98.13% [2] Group 3 - The fund manager of Penghua High-Quality Growth Mixed A is Hu Ying, who has been in the position for 4 years and 67 days, with the fund's total asset scale at 1.468 billion CNY [3] - During Hu Ying's tenure, the best fund return was 96.82%, while the worst return was 37.55% [3] Group 4 - GaoHua Technology is among the top ten holdings of the Penghua High-Quality Growth Mixed A Fund, which has reduced its holdings by 486,600 shares, now holding 1.4885 million shares, representing 5.08% of the fund's net value [4] - The estimated floating loss for the fund due to this reduction is approximately 3.6616 million CNY [4]

有投资者在互动平台向 高华科技提问：请问贵公司与东南大学 机器人传感与控制技术研究所关于具身 智能应用中六维力传感及触觉传感技术研发合作进行得怎么样了，是否有初步产品进入技术验证环节？ 高华科技回复称，公司与东南大学机器人传感与控制技术研究所的相关研发合作，始终按照双方既定规 划有序推进，目前合作进展顺利。双方团队聚焦具身智能领域的六维力传感及触觉传感技术开展联合攻 关，严格遵循产学研合作的技术规范与项目管理要求推进各项工作。 ...