公司将按照法定程序尽快完成总经理选聘工作。 郭琳瑞先生担任公司董事、总经理的任职期间勤勉尽责、恪尽职 守。公司董事会对郭琳瑞先生在担任公司董事、总经理期间为公司稳 健经营、规范运作、践行高质量发展所作出的重要贡献表示衷心感谢！ 证券代码：000901 证券简称：航天科技 公告编号：2025-临-025 航天科技控股集团股份有限公司 关于公司董事、总经理郭琳瑞先生辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 航天科技控股集团股份有限公司（以下简称"公司"）董事会于 2025 年 5 月 29 日收到公司总经理郭琳瑞先生递交的辞职报告，郭琳 瑞先生因工作调动，辞去公司董事、总经理职务。郭琳瑞先生辞去公 司董事、总经理职务后不再担任公司其他职务。根据《中华人民共和 国公司法》《公司章程》的有关规定，郭琳瑞先生辞职报告自送达公 司董事会之日起生效，其辞职不会影响公司正常经营活动。郭琳瑞先 生在担任公司董事、总经理期间，其本人及其他关联人均未曾持有公 司股票。 特此公告。 航天科技控股集团股份有限公司董事会 二〇二五年五月三十日 1 ...

航天科技（000901）公告，公司董事会于2025年5月29日收到总经理郭琳瑞先生的辞职报告。郭琳瑞先 生因工作调动，辞去公司董事、总经理职务。郭琳瑞先生辞去职务后不再担任公司其他职务。公司将尽 快完成总经理选聘工作。 ...

Group 1: Business Segments - The company primarily engages in three business segments: aerospace applications, automotive electronics, and the Internet of Things (IoT) [2][3] - Aerospace application products focus on inertial navigation accelerometers, precision manufacturing, testing and control equipment, and specialized power supplies [2][3] - The automotive electronics segment is divided into domestic and international markets, with domestic operations mainly targeting commercial vehicles [3][4] Group 2: Technological Advancements - The company’s inertial devices, such as accelerometers, are at the forefront of domestic technology and have been widely adopted in the aerospace sector [2][3] - The self-developed quartz flexible accelerometer is recognized for its high precision, reliability, compact size, and lightweight design, making it a preferred choice in various applications [2][3] - The AIRIOT IoT platform is a low-code solution that provides comprehensive IoT software services, currently applied in sectors like oil and gas, smart cities, and energy management [3][4] Group 3: Strategic Decisions - The sale of AC Company is part of the company's strategic plan to focus on core business areas and enhance resource utilization [3][4] - Post-sale, AC Company’s revenue and profits will no longer be included in the consolidated financial statements, allowing other business segments to continue stable operations [3][4] - The company anticipates a decline in overall revenue due to the sale of AC Company, but expects stable performance in other business areas [4] Group 4: Clientele and Market Position - Major clients in the aerospace application sector include the Third Academy of Aerospace Technology and other industries such as shipping and military [4] - In the automotive electronics sector, clients include global manufacturers like Hyundai, Volkswagen, Daimler, and domestic companies such as SAIC and Geely [4] - The company does not directly engage in commercial aerospace but has related business through client partnerships, which currently contribute a small percentage to overall revenue [4]

Core Viewpoint - The collaboration between Master Kong and China's space industry highlights the integration of aerospace technology into consumer products, showcasing the company's commitment to innovation and social responsibility [1][4][19] Group 1: Partnership with Aerospace Industry - Master Kong has been a partner of China's space industry since 2017, focusing on maintaining high product quality in line with aerospace standards [6] - The company has utilized aerospace patented technology in its instant noodles, ensuring consistent quality regardless of geographical location [14][17] - Recent events, such as the "Heavenly Selected Noodle" exhibition, have engaged the public in understanding the significance of aerospace technology in everyday products [8] Group 2: Social Responsibility and Community Engagement - Master Kong has demonstrated social responsibility through product donations and educational initiatives, contributing to the dissemination of aerospace spirit [4] - The company aims to connect the public with the aerospace dream by providing engaging experiences that highlight the importance of the aerospace industry [8] Group 3: Product Innovation and Market Trends - Master Kong has introduced over 300 varieties of instant noodles that reflect local flavors, blending traditional Chinese culinary culture with modern innovation [10] - The company is set to relaunch classic flavors, such as "Black and White Pepper Noodles," to cater to consumer nostalgia while enhancing health and convenience [13] - Master Kong's commitment to innovation is evident in its development of new products using zero-frying technology, addressing health-conscious consumer demands [17] Group 4: Future Directions and Goals - The company plans to deepen its collaboration with the aerospace sector, continuously pursuing aerospace standards and integrating aerospace spirit into its corporate culture [19] - Master Kong aims to create a value network that combines cultural identity with technological innovation, focusing on high-quality development and nutritious products for consumers [19]

Industry Overview - The Shanghai Composite Index increased by 0.19%, while the ChiNext Index rose by 0.48%. The defense and military industry index (CITIC) decreased by 2.31%, underperforming the Shanghai Composite by 2.5 percentage points and the ChiNext by 2.8 percentage points, ranking 27th out of 29 industries for the period [1]. Commentary - The release of China's first national security white paper is expected to sustain high demand in the industry. The white paper emphasizes optimizing the defense technology industry layout and building an advanced defense technology industrial system. Short-term, the aerospace technology sector is experiencing a rapid recovery in downstream demand, with expectations for high demand throughout the year and potential performance inflection points in the first half of 2025 for some upstream segments [2]. - Long-term, the aerospace technology sector is a cornerstone of national security, likely to maintain demand and growth certainty, highlighting its comparative advantages in the current environment [2]. - China Aviation Industry Corporation (AVIC) showcased a full range of aviation equipment at the Langkawi International Maritime and Aerospace Exhibition, indicating a push for international cooperation. The current low export ratio of domestic aviation manufacturers compared to overseas peers suggests that China's equipment output capabilities are gradually becoming evident, with potential demand recognition reshaping perceptions [2]. - The enhancement of equipment competitiveness and expansion of export market share are expected to inject new growth momentum into the industry, prompting a reevaluation of sector value, with upcoming events like the Paris Air Show being key catalysts [2]. Mergers and Acquisitions - The recent release of revised regulations on major asset restructuring by the China Securities Regulatory Commission aims to deepen the reform of the mergers and acquisitions market for listed companies. The aerospace technology sector has a relatively low asset securitization rate, with significant quality assets still outside listed companies, indicating substantial room for reform and restructuring [3]. - Recent overall listings and restructuring plans by companies like AVIC Chengfei are expected to enhance the activity of mergers and acquisitions, accelerating asset restructuring and state-owned enterprise reforms in the sector [3]. Valuation and Recommendations - The company maintains its profit forecasts, ratings, and target prices. The recovery in demand is expected to provide significant elasticity for precision-guided equipment, with recommendations for companies such as Chuangjiang New Materials, Aerospace Electric, Feilihua, and Beifang Navigation, along with other related companies [4]. - Rapid recovery in industry demand is anticipated to benefit upstream components and testing segments, with recommendations for companies like Unisoc, Zhenhua Technology, Hongyuan Electronics, Hongda Electronics, Torch Electronics, and Su Shi Testing, along with other related companies [4]. - Long-term market opportunities in foreign trade are expected to open up, with recommendations for Guorui Technology and other related companies [4].

Group 1 - The commercial space industry refers to the market-driven provision of space products and services, including rocket launches, satellite applications, and space tourism [1][4] - In 2024, China conducted 68 rocket launches with a success rate of 97%, leading to a commercial space market size of approximately 713.32 billion yuan [1][6] - The commercial remote sensing satellite sector is identified as a strategic emerging industry that drives economic growth and enhances daily applications [1][6] Group 2 - The commercial space industry is supported by national policies, which have led to a rapid increase in commercial launch activities and market expansion [4][10] - The market size of China's commercial space industry is projected to grow from 658.22 billion yuan in 2023 to approximately 781.04 billion yuan in 2025 [6][22] - The industry is characterized by a diverse competitive landscape, with a mix of state-owned and private enterprises participating in the market [13][15] Group 3 - The industry value chain includes upstream activities such as rocket and satellite development, midstream services like commercial launch and satellite operation, and downstream applications in various sectors [8][18] - Key policies have been introduced to encourage private investment in the commercial space sector, enhancing its growth potential [10][12] - Major players in the industry include state-owned enterprises like China Aerospace Science and Technology Corporation and private companies such as Zhongtian Rocket and Blue Arrow Aerospace [16][20] Group 4 - The future of the commercial space industry is expected to focus on technological innovation, cost reduction, and efficiency improvements, with an emphasis on modular satellite design and reusable rocket technology [22][24] - The integration of advanced technologies such as AI, big data, and cloud computing is anticipated to transform the space information industry [22] - The commercial space industry is poised for significant development opportunities, potentially reaching maturity by the end of the 14th Five-Year Plan or during the 16th Five-Year Plan [1][22]

5月18日，第三届航空航天科技创新和产业创新融合发展大会在宁举行。市长陈之常，国家国防科 工局党组成员、副局长卞志刚，南京航空航天大学党委书记甄良、校长姜斌出席。 甄良表示，近年来，南航聚焦国家重大战略需求和区域发展需要，依托航空航天领域优势，不断深 化校企、校地战略合作，与南京共建创新港取得一系列成果。希望以此为契机，充分发挥各方资源优 势，打造航空航天领域战略引领力量，推动科技创新和产业创新深度融合，把更多科技成果转化为实实 在在的生产力，为新型工业化和国防现代化做出更大贡献。 活动现场，推介了六合区航空航天产业发展环境，发布了南航国际创新港科研成果，举办了重点实 验室、创新中心等入驻创新港揭牌仪式，签约了一批创新平台、投资基金、产业及科创人才类项目。 航空航天科技创新和产业创新融合发展大会自2023年首次举办以来，在整合航空航天产业资源、 推动各方紧密合作、加速科技成果转化等方面发挥了重要作用。本届大会由南京航空航天大学和南京市 共同主办，邀请工信部，省工信厅、科技厅、教育厅，航空航天领域龙头企业、南航优秀校友企业参 加，旨在为航空航天产业最新技术成果提供展示和转化平台，促进产业链上中下游对接融合，推动 ...

金十数据5月15日讯，近日，中国航天科技集团有限公司四院康本公司电力市场拓展取得新突破，成功 实现22万伏锥形套管向杭州一合资企业批量供货，标志着该公司产品正式进入国际市场。康本公司生产 的22万伏锥形套管产品主要用于架空输电线路。 （证券时报） 航天造锥形套管开始批量供货 ...

Group 1: Business Overview - The company focuses on three main business sectors: aerospace applications, automotive electronics, and the Internet of Things (IoT) [2][3] - Aerospace application products include accelerometers, precision manufacturing, aerospace auxiliary materials, and testing and control equipment [2][3] - The automotive electronics segment primarily offers in-vehicle cabin sensors and automotive instruments [2][3] Group 2: Recent Transactions and Strategic Focus - The sale of AC Company, which generated revenue of 3.179 billion yuan (approximately 46.1% of total revenue), is part of the company's strategy to concentrate on its core business areas [3][4] - The divestiture aims to optimize the company's capital structure and enhance resource utilization, thereby improving core competitiveness [3][4][5] - Post-sale, the company assures that other business segments will continue stable operations without adverse impacts from the divestiture [4][5] Group 3: Future Development and Market Position - The company plans to enhance its capabilities in aerospace applications, focusing on technology and process improvements [4][5] - In 2024, the aerospace application business is expected to account for approximately 11% of total revenue [4] - The company is actively exploring new productivity areas, including artificial intelligence and robotics, to strengthen its market position [4][5] Group 4: Investor Relations and Communication - The company acknowledges the need for improved communication with the capital market to enhance its visibility and market value [5][6] - Suggestions for a name change to better reflect the company's core business and avoid confusion with other entities have been noted [6]

Core Viewpoint - Aerospace Science and Technology is divesting its 100% stake in AC Company and a 0.003% stake in TIS Factory for a total of approximately 659 million RMB to focus on its core business areas [2][3] Group 1: Company Overview - Aerospace Science and Technology's main business segments include aerospace applications, automotive electronics, and the Internet of Things, with automotive electronics accounting for 83.07% of total revenue in 2024 [3] - AC Company was a significant player in the automotive electronics sector, generating 3.179 billion RMB in revenue for Aerospace Science and Technology in 2024, which represented 46% of the company's total revenue [3] - The company has faced financial challenges since 2020, with negative net profits for two consecutive years, including a net loss of 54.348 million RMB for AC Company in 2024, a decline of over 200% year-on-year [3][5] Group 2: Strategic Focus - The divestiture is part of the company's strategic plan to concentrate on its core business and improve capital structure and resource utilization [5] - The company aims to enhance its core competitiveness and align with the interests of shareholders through this transaction [5] - Future business priorities include systematic expansion in aerospace applications, comprehensive collaboration in automotive electronics, and deepening the Internet of Things business [5] Group 3: Acquisition by Guanghong Technology - Guanghong Technology, a well-known domestic electronic manufacturing service provider, is acquiring the assets, aiming to expand its automotive electronics business [2][6] - The acquisition will enhance Guanghong Technology's global presence, particularly in Europe, America, and Africa, where AC Company has established a strong customer base [6] - Despite the growth potential in the automotive electronics market, challenges such as soft demand in Europe and potential price wars in the automotive industry may impact the competitive landscape [6]