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、 ...

股票代码：002023 股票简称：海特高新 公告编号：2025－027 四川海特高新技术股份有限公司 第九届董事会第二次会议决议公告 经与会董事充分讨论，会议审议并通过了以下决议： （一）以9票同意，0票反对，0票弃权，审议通过了《关于出售飞机资产包的议案》； 《关于出售飞机资产包的公告》（公告编号2025-028）具体内容刊登于2025年6月 25日《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)。 特此公告。 四川海特高新技术股份有限公司董事会 2025年6月25日 1 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。 一、董事会会议召开情况 四川海特高新技术股份有限公司（以下简称"公司"）第九届董事会第二次会议通 知于2025年6月20日以邮件形式发出，会议于2025年6月24日在公司四楼会议室以现场结 合通讯表决方式召开。会议应出席董事9名，实际出席董事9名。公司部分高级管理人员 列席了会议。会议由公司董事长邓珍容女士召集并主持，本次会议的召集、召开与表决 程序符合《公司法》和《公司章程》等有 ...

Core Viewpoint - Hite High-tech announced the sale of three B737-800 aircraft assets, which will help optimize the company's asset-liability structure and improve operational efficiency [1] Group 1: Transaction Details - The sale involves three wholly-owned subsidiaries of Hite High-tech, which are Tianjin Huaxin No.1 Leasing Co., Tianjin Huaxin Shinian Leasing Co., and Tianjin Huaxin Jiutian Leasing Co. [1] - Each subsidiary is selling one B737-800 aircraft to different leasing companies, namely Tianjin Jinrui Leasing Co., Tianjin Qingkong Shan Yi Aircraft Leasing Co., and Tianjin Qingkong Shan Er Aircraft Leasing Co. [1] - The transaction price is based on market fair value, with the actual sale price ranging from $0.73 billion to $1.04 billion [1] Group 2: Financial Implications - Proceeds from the sale will be used for the company's daily operations [1] - The transaction aligns with the company's overall development strategy [1]

Core Viewpoint - Sichuan Hite High-tech Co., Ltd. has approved a share repurchase plan, intending to buy back shares using funds between RMB 60 million and RMB 80 million at a price not exceeding RMB 13.50 per share within a 12-month period [1][2]. Share Repurchase Progress - The company conducted its first share repurchase on June 17, 2025, acquiring 389,700 shares, which represents 0.05% of the total share capital. The highest transaction price was RMB 10.20 per share, and the lowest was RMB 10.15 per share, with a total transaction amount of RMB 3,967,579.00 (excluding transaction fees) [1][2]. - The funds for the repurchase were sourced from the company's self-raised funds and a special loan for share repurchase, adhering to the established repurchase plan and relevant legal regulations [1][2].

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，公司应当在首次回购股份事实发生的次日予 以披露。现将首次回购公司股份的情况公告如下： 公司于2025年6月17日首次通过股票回购专用证券账户以集中竞价方式回购 股份，回购股份数量为389,700股，占公司总股本的0.05%。首次回购股份的最高 成交价为10.20元/股，最低成交价为10.15元/股，成交总金额为3,967,579.00元（不 含交易费用）。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。 证券代码：002023 证券简称：海特高新 公告编号：2025-026 四川海特高新技术股份有限公司 关于首次回购股份的公告 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 ...

Core Viewpoint - Sichuan Hite High-tech Co., Ltd. has announced its first share repurchase plan, intending to buy back shares using self-raised funds between RMB 60 million and RMB 80 million at a price not exceeding RMB 13.50 per share within 12 months from the board's approval date [1]. Group 1: Share Repurchase Progress - The company completed its first share repurchase on June 17, 2025, acquiring 389,700 shares, which represents 0.05% of the total share capital. The highest transaction price was RMB 10.20 per share, and the lowest was RMB 10.15 per share, with a total transaction amount of RMB 3,967,579 (excluding transaction fees) [2]. - The funds for this repurchase were sourced from self-raised funds and a special loan for share repurchase, adhering to the previously established repurchase plan and relevant legal regulations [2]. Group 2: Compliance and Regulations - The timing, quantity of shares repurchased, and the trading period for the concentrated bidding comply with the relevant regulations set forth by the Shenzhen Stock Exchange [3]. - The company did not repurchase shares during specific periods that could significantly impact the trading price of its securities or during other restricted circumstances as defined by regulatory authorities [4]. - The share repurchase was conducted in accordance with the requirements for concentrated bidding transactions, ensuring compliance with the trading price limits and other regulatory stipulations [5].

证券代码：002023 证券简称：海特高新 公告编号：2025-025 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）。 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。截至2025年5月31日 ...

Group 1 - The Terahertz concept sector increased by 0.32%, ranking second among concept sectors in terms of growth, with seven stocks rising, including Four Creation Electronics and Hitec High-New reaching the daily limit [1][2] - The leading stocks in the Terahertz sector include Hitec High-New, Four Creation Electronics, and Yaguang Technology, with respective increases of 10.01%, 10.02%, and 2.73% [2][3] - The sector attracted a net inflow of 1.23 billion yuan from main funds, with 14 stocks receiving net inflows, and eight stocks exceeding 10 million yuan in net inflow [2][3] Group 2 - The top three stocks by net inflow are Hitec High-New with 200 million yuan, Four Creation Electronics with 129 million yuan, and Aerospace Electronics with 27.5 million yuan [2][3] - The net inflow ratios for Four Creation Electronics, Hitec High-New, and Jiuzhiyang are 42.92%, 35.21%, and 11.02% respectively, indicating strong investor interest [3][4] - The stocks with the largest declines include Juguang Technology, Hige Communication, and Chuangyuan Xinke, with respective decreases of 3.06%, 2.77%, and 2.22% [1][4]

Core Viewpoint - The article highlights the active performance of the defense and military industry, with significant stock price increases in related companies, driven by geopolitical tensions and government policies supporting military spending [20][21]. Defense and Military Industry - The defense and military sector showed strong performance, with stocks like Guoke Tiancai rising by 20%, and several others reaching their daily limit [4][7]. - The U.S. announcement of a $175 billion investment in missile defense systems has raised concerns about escalating military competition, which may benefit the defense sector in China [19]. - China's recent white paper on national security emphasizes the importance of maintaining territorial integrity and enhancing military capabilities, which supports the growth of the defense industry [20]. Banking Sector - The banking sector experienced a collective rise, with banks like Qingdao Bank and Shanghai Bank reaching new all-time highs [23][24]. - Recent adjustments in the Loan Prime Rate (LPR) and deposit rates are expected to impact the banking sector positively, with a focus on stabilizing growth and improving asset quality [26]. - Analysts predict that the banking sector will benefit from a series of financial policies aimed at supporting economic recovery, leading to a potential performance turnaround [26].