Group 1 - A total of 770 stocks reported their latest shareholder numbers as of September 10, with 359 stocks showing a decrease compared to the previous period [1][3] - The largest decline in shareholder numbers was observed in Chengfei Integration, which saw a drop of 25.94% to 115,426 shareholders, alongside a cumulative decline of 23.59% in stock price since the concentration of shares [3][4] - Other notable declines included Chuangyitong, which decreased by 19.33% to 10,574 shareholders, and Zhongke Haixun, which fell by 17.37% to 22,545 shareholders [3][4] Group 2 - Among the concentrated stocks, 26% outperformed the Shanghai Composite Index, with an average decline of 0.57% since August 21, while the index rose by 1.74% [2] - Stocks with significant price increases since the last concentration period included Boyuan Co., which surged by 84.41%, and Dongshan Precision and Xingfu Blue Ocean, which also showed strong performance [2][3] Group 3 - The latest concentrated stocks list includes industries such as machinery, basic chemicals, and electronics, with 48, 35, and 33 stocks respectively [3] - The average decline for concentrated stocks since September 1 was 1.17%, with top performers including online and offline stocks, Kailong High-Tech, and Allianz Ruishi, which rose by 61.11%, 41.12%, and 38.97% respectively [3][4]

（原标题：筹码新动向：344股筹码趋向集中） 734只股公布截至9月10日最新股东户数，相比上期股东户数下降的有344只，降幅居前的是成飞集成、创益通、中科海讯等。 投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司更及时（每月10日、20日、月末）的股东 户数信息。以往3期分别有875家、794家、904家公司在互动平台透露了股东户数，截至发稿，共有734家公司公布了截至9月10日股东户数。 上期筹码集中股回测：29%跑赢沪指 证券时报•数据宝对上一期(8月31日)筹码集中股监测显示，这些股8月21日以来平均上涨1.21%，走势弱于同期沪指表现（上涨2.92%），其中， 29%的筹码集中股相对大盘获超额收益。 上期股东户数降逾一成个股中，博苑股份涨幅最高，8月21日以来累计上涨88.53%，涨幅居前的还有东山精密、幸福蓝海等。 21股最新股东户数降逾一成 证券时报•数据宝统计显示，共有734只个股公布了9月10日股东户数，与上期（8月31日）相比，股东户数下降的有344只。其中股东户数降幅超一 成的有21只。 股东户数降幅最多的是成飞集成，截至9月10日最新股东户数为 ...

证券代码：002190 证券简称：成飞集成 公告编号：2025-044 近日，安徽吉文集成因客户临时增加订单量及新产线投资提前，导致急需增 加资金投入，但其自有资金难以满足当前经营需要，故安徽吉文集成的控股股东 长春吉文提出终止减少认缴出资并由股东继续实缴出资的意见，导致前述减少认 缴出资事项因未能通过安徽吉文集成股东会决议，从而导致减少认缴出资无法实 施。为此，公司将继续履行出资义务。 特此公告。 四川成飞集成科技股份有限公司董事会 2025 年 9 月 17 日 四川成飞集成科技股份有限公司 关于对参股公司减资暨关联交易的进展公告 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。 四川成飞集成科技股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开第八届董事会第二十二次会议审议通过了《关于对参股公司减资暨关联交 易的议案》，并于 2025 年 8 月 27 日以《关于对参股公司减资暨关联交易的公告》 进行了公告（公告编号：【2025-041】），同意对安徽吉文集成车身覆盖件有限 公司（以下简称"安徽吉文集成"）进行减资，其中公司拟减少认缴出 ...

697只股公布截至9月10日最新股东户数，相比上期股东户数下降的有327只，降幅居前的是成飞集成、 创益通、中科海讯等。 投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有870家、793家、903家公司在互动平 台透露了股东户数，截至发稿，共有697家公司公布了截至9月10日股东户数。 上期筹码集中股回测：30%跑赢沪指 证券时报·数据宝对上一期(8月31日)筹码集中股监测显示，这些股8月21日以来平均上涨0.96%，走势弱 于同期沪指表现（上涨2.54%），其中，30%的筹码集中股相对大盘获超额收益。 上期股东户数降逾一成个股中，博苑股份涨幅最高，8月21日以来累计上涨95.76%，涨幅居前的还有幸 福蓝海、东山精密等。 | | 中天火箭 | | | | 国防军工 | | --- | --- | --- | --- | --- | --- | | 300567 | 精测电子 | 21420 | -11.92 | 1.94 | 机械设备 | | 601086 | 国芳集团 | 67755 | -11.4 ...

Group 1 - A total of 624 stocks reported their latest shareholder numbers as of September 10, with 296 stocks showing a decrease compared to the previous period [1][3] - The largest decline in shareholder numbers was observed in Chengfei Integration, which saw a drop of 25.94% to 115,426 shareholders, alongside a cumulative decline of 21.76% in stock price since the concentration of shares [3][4] - Other notable declines included Chuangyitong, which decreased by 19.33% to 10,574 shareholders, and Zhongke Haixun, which fell by 17.37% to 22,545 shareholders [3][4] Group 2 - Among the concentrated stocks, 26% outperformed the Shanghai Composite Index, with an average decline of 0.28% since August 21, while the index rose by 2.50% [2] - Stocks with significant price increases since the last concentration period included Zhaoshang Shipping, which rose by 38.21%, followed by Online and Offline with a 25.89% increase, and Hengbo Shares with a 25.61% increase [2][3] Group 3 - The average decline for the latest concentrated stocks since September 1 was 1.29%, with the most concentrated industries being machinery, electronics, and basic chemicals, featuring 41, 31, and 27 stocks respectively [3][4] - The report highlighted that 18 stocks experienced a decline of over 10% in shareholder numbers, indicating a trend of decreasing investor interest in these companies [3][4]

Core Viewpoint - The company held an online investor meeting to discuss its strategic planning and business development, focusing on high-quality growth in automotive and aerospace components, as well as new areas like hot-formed components and drone manufacturing [1]. Group 1: Strategic Planning - The company aims to adhere to a strategy of "strategic leadership, innovation-driven, and collaborative development" [1]. - The focus will be on high-quality development in automotive components, aerospace components, and tooling business [1]. - The company is also seeking breakthroughs in new fields such as hot-formed components [1]. Group 2: Drone Business - Drone body manufacturing is identified as an important new direction for the company [1]. - This initiative has been included in the "14th Five-Year Plan" and is currently in the exploratory cultivation phase [1]. - The timeline for industrialization of the drone business remains uncertain [1]. Group 3: Business Focus - In addition to automotive molds, the company plans to leverage new technology research and applications to prioritize the development of automotive and aerospace components [1].

投资者关系活动记录表 编号：2025-03 证券代码：002190 证券简称：成飞集成 四川成飞集成科技股份有限公司 投资者关系活动类别 □特定对象调研 □分析师会议 □媒体采访 ☑ 业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑ 其他（四川辖区 2025 年投资者网上集体接待日及半年 度报告业绩说明会） 活动参与人员 投资者参会人员： 参加"四川辖区 2025 年投资者网上集体接待日及半年度 报告业绩说明会"活动的投资者 上市公司参会人员： 董事长：石晓卿 总会计师、董事会秘书：程雁 时间 2025 年 9 月 12 日下午 15:00~17:00 地点 全景网"投资者关系互动平台"（https://ir.p5w.net） 形式 网络远程方式 交流内容及具体问答 记录 1、作为公司的小股民，请问公司未来有什么战略规 划？ 答：公司将继续坚持"战略引领，创新驱动，协同发 展"的总体发展思路，围绕主责主业，高质量发展汽车零 部件、航空零部件及工装模具业务，同时公司也将在热成 型零部件等新领域实现突破。 2、公司正在开展无人机机身制造工艺研究，目前该 业务处于培育期，请问公司对无人机业务的发展规划是怎 样的 ...

Company Overview - Chengfei Integration Technology Co., Ltd. is located in Chengdu, Sichuan Province, established on December 6, 2000, and listed on December 3, 2007. The company's main business includes the design, research, and manufacturing of tooling and automotive parts, as well as the production of aerospace components [1][2]. Financial Performance - For the first half of 2025, Chengfei Integration reported operating revenue of 992 million yuan, a year-on-year decrease of 0.42%. The net profit attributable to the parent company was -14.92 million yuan, showing a year-on-year increase of 43.90% [2]. - The company has cumulatively distributed 339 million yuan in dividends since its A-share listing, with 22.24 million yuan distributed over the past three years [3]. Stock Performance - As of September 12, Chengfei Integration's stock price increased by 113.44% year-to-date, with a 2.94% rise over the last five trading days, 14.67% over the last 20 days, and 19.10% over the last 60 days. The stock was trading at 41.28 yuan per share with a market capitalization of 14.808 billion yuan [1]. - The stock experienced a net outflow of 15.28 million yuan in principal funds, with significant trading activity noted on the Longhu list, including a net buy of 123 million yuan and a net sell of 221 million yuan on September 3 [1]. Shareholder Information - As of September 10, the number of shareholders increased to 115,400, a rise of 7.44%, with an average of 3,107 circulating shares per person, down by 6.92% [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 2.625 million shares, an increase of 1.4952 million shares compared to the previous period [3]. Industry Classification - Chengfei Integration is classified under the automotive industry, specifically in the automotive parts sector, and is associated with concepts such as state-owned enterprise reform, commercial aerospace, drones, aerospace military, and large aircraft [2].

证券日报网讯成飞集成（002190）9月11日在互动平台回答投资者提问时表示，截至9月10日，公司股东 人数为115426户。 ...

Investment Rating - The report maintains a "Positive" outlook on the defense and military industry for the first half of 2025 [3]. Core Viewpoints - The defense industry is experiencing a recovery in overall performance, with revenue and profit showing positive year-on-year growth [2][5]. - The report emphasizes the importance of focusing on the next-generation equipment and the rapid development of unmanned and counter-unmanned weaponry starting in 2025 [4][5]. - The industry is expected to benefit from increased global military trade and a favorable domestic demand environment, leading to a sustained growth trajectory [6]. Summary by Sections 1. Overall Industry Conditions - The military industry shows a recovery in its economic climate, with revenue and profit increasing year-on-year [18]. - In the first half of 2025, the military industry achieved revenue of 304.9 billion yuan, reflecting an 11.39% increase year-on-year, while net profit attributable to shareholders rose by 5.03% to 20.9 billion yuan [23][27]. 2. Revenue and Profit - Revenue performance varies across different segments, with the aviation sector contributing the most to both revenue and net profit in the first half of 2025, accounting for 45% and 54% respectively [44][49]. - The maritime equipment sector showed significant growth, with a revenue increase of 132.0% year-on-year [50]. 3. Profitability Indicators - The overall profitability of the military industry has faced short-term pressure, with gross margin decreasing from 21.60% to 19.27% and net margin from 8.78% to 6.85% from the first half of 2021 to the first half of 2025 [28][31]. - The report indicates that profitability is expected to improve as product prices stabilize and economies of scale are realized [28]. 4. Operational Indicators - Operational indicators have shown stable growth, with inventory increasing by 13.43% year-on-year to 349.3 billion yuan, and contract liabilities rising by 21.48% to 224 billion yuan [32][36]. - The report highlights that the growth in operational metrics reflects a robust demand from downstream sectors, ensuring a positive outlook for future performance [32]. 5. Key Companies to Watch - The report identifies several key companies to focus on, including AVIC Shenyang Aircraft Corporation, AVIC Chengdu Aircraft Industry Group, and others in both high-end and new-type combat capabilities [4][5].