证券代码：002179 证券简称：中航光电 公告代码：2025-033号 公司持股 5%以上股东河南投资集团有限公司保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。本公司及 董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有本公司股份169,118,704股（占本公司总股本比例7.98%）的大股东 河南投资集团有限公司计划在自本公告披露之日起的十五个交易日后的三 个月内以集中竞价方式和大宗交易方式减持本公司股份不超过7,000,000股 （占本公司总股本比例约0.33046%）。 中航光电科技股份有限公司（以下简称"公司""本公司"或"中航光 电"）于2025年6月9日收到公司持股5%以上股东河南投资集团有限公司（以 下简称"河南投资集团"）的《关于股份减持计划的告知函》，现将相关情 况公告如下： 一、减持股东的基本情况 | 名称 | 持股数量（股） | 占公司总股本比例 | | --- | --- | --- | | 河南投资集团有限公司 | 169,118,704 | 7.98% | 二、本次减持计划的主要内容 （一）减持原因：经营管理需要 （二 ...

证券代码：002179 证券简称：中航光电 公告代码：2025-032号 中航光电科技股份有限公司 2024年年度权益分派实施公告 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。 中航光电科技股份有限公司（以下简称"公司"或"本公司"）2024年年度权 益分派方案已获2025年4月28日召开的2024年度股东大会审议通过，现将权益分派 事宜公告如下： 一、股东大会审议通过利润分配方案的情况 公司2024年度股东大会审议通过的2024年度利润分配预案为：以未来实施权益 分配方案时股权登记日的总股本为基数，每10股派发现金红利8元（含税）。公司 2024年度不进行资本公积转增股本。公司权益分派具体实施前因股份回购、股权激 励行权、再融资新增股份等原因发生股本变动的，以权益分派实施时股权登记日的 总股本为基数（回购账户股份不参与分配），公司将按每股分配比例不变的原则， 相应调整分红总额。 本次权益分派距离2024年度股东大会通过该方案的时间未超过两个月；分配方 案披露后至实施期间，公司总股本即参与分配的股本总额未发生变化；本次实施的 权益分派方案是以固定比例的方式分 ...

中航光电（002179）公告，持股5%以上股东河南投资集团计划在公告披露之日起十五个交易日后的三 个月内，通过集中竞价和大宗交易方式减持不超过700万股，占公司总股本比例约0.33046%。河南投资 集团持股数量为1.69亿股，占公司总股本比例7.98%。减持原因系经营管理需要，减持股份来源为首次 公开发行前发行的股份。本次减持计划的实施不会对公司治理结构及持续性经营产生不利影响，不会导 致公司控制权发生变更。 ...

Investment Rating - The report maintains a "Positive" outlook on the Chinese defense and military industry [5] Core Insights - The military trade is expected to become a second growth curve for the industry, with Indonesia considering the procurement of Chinese J-10 fighter jets due to their high performance and cost-effectiveness [27] - The report highlights that the recent geopolitical tensions have increased military spending globally, creating new opportunities for China's military exports [6][27] - The domestic aviation industry is expected to accelerate the development of indigenous engines due to U.S. export restrictions on commercial engines [6] Summary by Sections Market Trends - The defense and military industry index rose by 0.41% during the week, underperforming compared to the Shanghai Composite Index, which increased by 1.13% [10][11] - The defense and military industry ranked 24th out of 31 sectors in terms of weekly performance [13] News and Announcements - Indonesia is evaluating the feasibility of purchasing Chinese J-10 fighter jets to modernize its air force while considering budget constraints [27] - The U.S. has restricted the export of key technologies, which is expected to accelerate the domestic development of aviation engines in China [6] - The report notes that military trade could drive performance in various segments of the supply chain, including core subsystems and components [6] Investment Recommendations - The report suggests focusing on upstream components and key materials, highlighting specific companies such as Zhihua Technology, Aerospace Electric, and Xibu Superconductor for potential investment [6]

一、截至上月末回购股份的进展情况 截至2025年5月31日，公司回购专用证券账户尚未买入公司股票。 二、其他说明 公司后续将根据市场情况在回购期限内适时实施本次股份回购计划，并按 照相关法律法规的规定及时履行信息披露义务。敬请广大投资者关注相关公告 并注意投资风险。 证券代码：002179 证券简称：中航光电 公告编号：2025-031号 中航光电科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 中航光电科技股份有限公司（以下简称"公司"）2025年4月28日召开的 第七届董事会第十七次会议、第七届监事会第十四次会议审议通过《关于以集 中竞价方式回购公司股份的议案》，同意公司使用自有资金或自筹资金通过深 圳证券交易所交易系统以集中竞价交易方式对公司股份进行回购，回购资金总 额为不超过人民币3亿元（含），不低于人民币1.5亿元（含），回购股份价格 不超过50.94元/股（含），回购股份的实施期限为自董事会审议通过本次回购 方案之日起不超过12个月。具体内容详见公司2025年4月29日披露于《中国证 券 ...

Core Points - The China Securities Central Enterprises New Momentum Theme Index (央企新动能, 931522) rose by 1.45% to 1561.4 points with a trading volume of 13.948 billion yuan on May 29 [1] - Over the past month, the index has increased by 0.67%, but it has decreased by 4.52% over the last three months and by 5.92% year-to-date [1] Index Composition - The index consists of 45 representative listed companies from state-owned enterprises under the State-owned Assets Supervision and Administration Commission, focusing on manufacturing, technology, and modern service industries [1] - The top ten weighted stocks in the index are: Hikvision (10.04%), Guodian NARI (9.88%), Changan Automobile (8.93%), AVIC Optoelectronics (7.16%), AVIC Aircraft (4.0%), China Software (3.84%), China Merchants Highway (3.63%), AVIC Chengfei (3.28%), Shenzhen South Circuit (3.26%), and Baoxin Software (3.2%) [1] Market Distribution - The market distribution of the index holdings shows that the Shenzhen Stock Exchange accounts for 59.38%, the Shanghai Stock Exchange for 40.31%, and the Beijing Stock Exchange for 0.31% [1] - In terms of industry composition, the index holdings are distributed as follows: Industrial sector 50.43%, Information Technology 33.68%, Consumer Discretionary 9.38%, Communication Services 4.06%, Financials 1.65%, and Materials 0.79% [2] Index Adjustment - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are adjusted in accordance with the sample adjustments, and in special circumstances, the index may undergo temporary adjustments [2]

Group 1 - The core point of the article highlights the performance and holdings of the Jiao Yin State-Owned Enterprise Reform Flexible Allocation Mixed A Fund, which has a latest net value of 1.7797 yuan, showing a growth of 0.52% [1] - The fund's performance over the past month has yielded a return of 2.39%, ranking 580 out of 2329 in its category, while the three-month return is 4.99%, ranking 246 out of 2319 [1] - Since the beginning of the year, the fund has achieved a return of 3.88%, with a ranking of 540 out of 2306 in its category [1] Group 2 - The top ten stock holdings of the fund account for a total of 50.78%, with significant positions in companies such as SF Holding (9.90%), China Chemical (6.04%), and ShouLve Hotel (5.44%) [1] - As of March 31, 2025, the fund's total assets amount to 1.802 billion yuan, and it was established on June 10, 2015, with Shen Nan serving as the fund manager [1]

Group 1 - The core viewpoint of the news is the performance of the China Securities Military Industry Index, which has shown a slight decline recently despite a modest increase over the past month [1] - The China Securities Military Industry Index has decreased by 0.73% to 10,524.13 points, with a trading volume of 25.619 billion yuan [1] - Over the past month, the index has increased by 3.75%, while it has only risen by 0.07% over the last three months and has decreased by 0.46% year-to-date [1] Group 2 - The index comprises ten major military groups and other representative listed companies related to the military industry, reflecting the overall performance of military industry companies [1] - The top ten weighted companies in the index include China Shipbuilding (5.72%), Guangqi Technology (5.28%), AVIC Shenyang Aircraft (4.35%), China Heavy Industry (4.15%), and others [1] - The market share of the index's holdings is 55.25% from the Shanghai Stock Exchange and 44.75% from the Shenzhen Stock Exchange [1] Group 3 - The index's holdings are primarily in the industrial sector (73.17%), followed by information technology (9.43%), materials (9.40%), telecommunications services (6.32%), and consumer discretionary (1.68%) [1] - The index samples are adjusted every six months, with adjustments typically not exceeding 10% of the sample [2] - Special circumstances may lead to temporary adjustments of the index, such as delisting of samples or corporate actions like mergers and acquisitions [2]

Group 1 - Hubei Hangyu Precision Technology Co., Ltd. and AVIC Optoelectronics Technology Co., Ltd. have obtained a patent for a "new energy vehicle charging locking device" with the authorization announcement number CN222915339U, applied on August 2024 [1] - The patent describes a charging locking device that includes a housing, motor, worm gear, transmission components, and locking pin, which operates through a feedback signal component involving a PCB board and micro switch [1] - Hubei Hangyu Precision Technology Co., Ltd. was established in 2006, located in Xiangyang, with a registered capital of 59.5 million RMB, and has participated in 85 bidding projects, holding 100 patents and 5 trademarks [1] Group 2 - AVIC Optoelectronics Technology Co., Ltd. was founded in 2002, located in Luoyang, with a registered capital of 2,118.27105 million RMB, and has made investments in 13 companies, participated in 5,000 bidding projects, and holds 4,701 patents and 15 trademarks [2]

Group 1 - The core index, the China Securities National New Central Enterprise Technology Index, experienced a decline of 0.83%, closing at 1177.14 points with a trading volume of 14.126 billion yuan [1] - Over the past month, the index has increased by 0.94%, but it has decreased by 9.04% over the last three months and by 6.20% year-to-date [1] - The index is customized by Guoxin Investment Co., Ltd., selecting 50 listed companies from industries such as aerospace, defense, computer, electronics, semiconductors, and communication equipment to reflect the overall performance of central enterprise technology theme listed companies [1] Group 2 - The top ten weighted stocks in the index include Hikvision (9.63%), AVIC Shenyang Aircraft (7.43%), AVIC Optoelectronics (6.74%), Aero Engine Corporation of China (5.91%), Shenzhen South Circuit (4.35%), Shanghai Beiling (4.22%), AVIC Aircraft (4.12%), Baoxin Software (3.6%), AVIC High-Tech (3.2%), and Guangxun Technology (3.12%) [1] - The market segments of the index holdings show that the Shanghai Stock Exchange accounts for 52.18% and the Shenzhen Stock Exchange accounts for 47.82% [1] Group 3 - The industry composition of the index holdings indicates that industrial companies make up 46.32%, information technology companies account for 42.73%, and communication services represent 10.95% [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Public funds tracking the central enterprise technology index include various funds from E Fund, Yinhua, and Southern Asset Management [2]