本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 四川海特高新技术股份有限公司（以下简称"公司"）2025年4月22日召开 第八届董事会第十五次会议审议通过了《关于回购公司股份的议案》，同意公司 使用自有资金或自筹资金不低于人民币6,000万元(含)，且不超过人民币8,000万 元（含），以不超过人民币13.50元/股（含）的价格回购公司股份。回购期限自 董事会审议通过本回购股份方案之日起12个月。具体内容详见公司于2025年4月 资讯网 (www.cninfo.com.cn)披露的《关于回购公司股份的方案》（公告编号 一、回购公司股份的进展情况 根据《上市公司股份回购规则》、《深圳证券交易所上市公司自律监管指 引第9号——回购股份》等相关规定，上市公司应在回购期间每个月的前三个交 易日内披露截至上月末的回购进展情况。现将公司本次股份回购进展情况公告 如下： 证券代码：002023 证券简称：海特高新 公告编号：2025-030 四川海特高新技术股份有限公司 （1）自可能对公司证券及其衍生品种交易价格产生重大影响的重大事项发 生之日或者在决策过程中，至依法披露之 ...

格隆汇8月4日丨海特高新(002023.SZ)公布，截至2025年7月31日，公司通过回购专用证券账户以集中竞 价交易方式累计回购公司股份6,175,554股，占公司当前总股本的0.8336%，最高成交价为11.10元/股， 最低成交价为9.99元/股，成交总金额为64,972,852.98元（不含交易费用）。 ...

2024年1至12月份，海特高新的营业收入构成为：技术服务及技术转让收入占比75.1%，核心装备研发 与制造占比19.88%，其他业务占比5.02%。 海特高新（SZ 002023，收盘价：11.22元）8月4日晚间发布公告称，截至2025年7月31日，公司通过回 购专用证券账户以集中竞价交易方式累计回购公司股份约618万股，占公司当前总股本的0.8336%，最 高成交价为11.1元/股，最低成交价为9.99元/股，成交总金额约为6497万元。 （文章来源：每日经济新闻） ...

四川海特高新技术股份有限公司 关于回购股份的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 四川海特高新技术股份有限公司（以下简称"公司"）2025年4月22日召开 第八届董事会第十五次会议审议通过了《关于回购公司股份的议案》，同意公司 使用自有资金或自筹资金不低于人民币6,000万元(含)，且不超过人民币8,000万 元（含），以不超过人民币13.50元/股（含）的价格回购公司股份。回购期限自 董事会审议通过本回购股份方案之日起12个月。具体内容详见公司于2025年4月 24日在《证券时报》、《上海证券报》、《中国证券报》、《证券日报》和巨潮 资讯网 (www.cninfo.com.cn)披露的《关于回购公司股份的方案》（公告编号 2025-016）。 证券代码：002023 证券简称：海特高新 公告编号：2025-030 合《深圳证券交易所上市公司自律监管指引第9号——回购股份》第十七条、十 八条的相关规定。 一、回购公司股份的进展情况 根据《上市公司股份回购规则》、《深圳证券交易所上市公司自律监管指 引第9号——回购股份》等相关规定，上市公司应 ...

Group 1 - The company announced a share repurchase plan, approving the use of self-owned or raised funds between 60 million yuan and 80 million yuan [1] - The maximum repurchase price is set at 13.5 yuan per share, with a repurchase period of 12 months starting from the board's approval date [1] - As of July 31, 2025, the company has repurchased a total of 6.1756 million shares, accounting for 0.83% of the total share capital, with a total expenditure of 64.9729 million yuan (excluding transaction fees) [1]

Group 1 - The Terahertz concept sector increased by 2.62%, ranking fifth among concept sectors, with 18 stocks rising, including ShuoBeide which hit a 20% limit up [1] - Leading stocks in the Terahertz sector included Shaanxi Huada, Leike Defense, and Taihao Technology, which rose by 4.92%, 3.85%, and 3.61% respectively [1] - The sector experienced a net inflow of 1.023 billion yuan from main funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2] Group 2 - ShuoBeide led the net inflow with 833 million yuan, followed by ZTE Communications, Haige Communications, and Tianhai Defense with net inflows of 135 million yuan, 114 million yuan, and 76.79 million yuan respectively [2] - The net inflow ratios for ShuoBeide, Leike Defense, and Haige Communications were 26.89%, 10.30%, and 9.03% respectively [3] - The trading volume and turnover rates for leading stocks in the Terahertz sector were significant, with ShuoBeide showing a turnover rate of 39.04% [3]

Investment Rating - The report maintains a "Recommended" investment rating for the low-altitude economy sector [7] Core Insights - The low-altitude economy market in China is projected to exceed 1 trillion yuan by 2026, with a compound annual growth rate of approximately 30% from a current size of 505.95 billion yuan in 2023, which represents a growth rate of 33.8% [1][37] - The low-altitude economy encompasses various sectors, including aircraft manufacturing and operational services, which account for 55% of the market, while supply chain, consumption, and transportation contribute 40% [1] - The Chinese drone industry is leading globally, with significant players like DJI and EHang, and the commercialization of eVTOL (electric Vertical Take-Off and Landing) is accelerating [1] Summary by Sections 1. Low-altitude Economy Emergence - The low-altitude economy integrates low-altitude flight activities with various industries, primarily involving drones, eVTOLs, and helicopters, operating below 1,000 meters [13] 2. Policy and Capital Driving Growth - The government has initiated a "safe and regulated development" strategy for the low-altitude economy, with significant investments and pilot projects across multiple cities [2] - In 2024, financing in the eVTOL sector exceeded 6.5 billion yuan, with various specialized funds being established to support the industry [2] 3. Technological Advancements and Application Scenarios - Key technologies in the sector include drones and eVTOLs, with ongoing innovations in automation and intelligence [3] - Core application areas are expanding to include logistics, urban transportation, and emergency rescue [3] 4. Regional Development Dynamics - The Yangtze River Delta, Pearl River Delta, and Chengdu-Chongqing regions are emerging as key players in the low-altitude economy, with cities like Shanghai and Shenzhen leading in infrastructure and regulatory frameworks [4] 5. Investment Recommendations - The report suggests focusing on companies involved in aviation batteries and core components, low-altitude security and air traffic management systems, eVTOL and drone manufacturing, and infrastructure development [5]

关于回购股份的进展公告 证券代码：002023 证券简称：海特高新 公告编号：2025-029 四川海特高新技术股份有限公司 本次回购股份资金来源为公司自筹资金及股票回购专项贷款，回购价格未超 过人民币13.50元/股（含本数），符合既定的回购方案和相关法律法规的要求。 二、其他说明 （一）公司回购股份的时间、回购股份数量及集中竞价交易的委托时段符 合《深圳证券交易所上市公司自律监管指引第9号——回购股份》第十七条、十 八条的相关规定。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 四川海特高新技术股份有限公司（以下简称"公司"）2025年4月22日召开 第八届董事会第十五次会议审议通过了《关于回购公司股份的议案》，同意公司 使用自有资金或自筹资金不低于人民币6,000万元(含)，且不超过人民币8,000万 元（含），以不超过人民币13.50元/股（含）的价格回购公司股份。回购期限自 董事会审议通过本回购股份方案之日起12个月。具体内容详见公司于2025年4月 24日在《证券时报》、《上海证券报》、《中国证券报》、《证券日报》和巨潮 资讯网 (www.cni ...

Core Viewpoint - Hite High-tech (002023.SZ) has decided to sell a package of three B737-800 aircraft, which were previously acquired for leasing purposes, as part of its operational development strategy [1][2]. Group 1: Sale Details - The company announced the sale of three B737-800 aircraft with a market price range of $0.73 billion to $1.04 billion, with the actual sale price to be determined through negotiation [2][3]. - The purchasing companies have low registered capital of only 100,000 yuan, but are backed by strong shareholders, including major state-owned enterprises from Sichuan [2][4]. - The sale is part of a strategic shift to optimize the company's asset structure and focus on equipment technology investment [3][6]. Group 2: Historical Context and Financials - The B737-800 aircraft were purchased in 2019 and 2023, with the first aircraft bought to enhance the company's aviation leasing business and related services [6][7]. - The purchase price of the aircraft was significantly lower than the catalog price, which was $2.122 billion for the two aircraft bought in 2023 [6][7]. - The leasing income from the B737-800 aircraft has not been as high as that from the Airbus A330, which contributed over 10% to the company's net profit last year [2][8]. Group 3: Future Outlook - The company is optimistic about the market for converting passenger aircraft to cargo aircraft, with a forecast indicating a need for 556 cargo aircraft by 2043, including 366 conversions from passenger models [8]. - Hite High-tech is an authorized manufacturer for IAI Boeing 777 and Boeing 737 conversions, with significant revenue from aviation engineering and services [8].

股票代码：002023 股票简称：海特高新 公告编号：2025-028 四川海特高新技术股份有限公司 关于出售飞机资产包的公告 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。 一、交易概述 1、根据四川海特高新技术股份有限公司（以下简称"公司"）经营发展规 划，由公司全资孙公司天津华新一号租赁有限公司向购买方天津津瑞租赁有限公 司出售 1 架 B737-800 飞机；由公司全资孙公司天津华新拾年租赁有限公司向购 买方天津清控山壹飞机租赁有限公司出售 1 架 B737-800 飞机；由公司全资孙公 司天津华新九天租赁有限公司向购买方天津清控山贰飞机租赁有限公司出售 1 架 B737-800 飞机。 2、公司于 2025 年 6 月 24 日召开第九届董事会第二次会议，审议通过《关 于出售飞机资产包的议案》，同意孙公司出售飞机资产包。 3、根据《深圳证券交易所股票上市规则》和《公司章程》等有关规定，本 次出售飞机事项不构成关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。本次交易在公司董事会审批权限范围内，无需提交公司股 东会审议批准。 二、 ...