Core Viewpoint - Chengfei Integration has experienced a strong stock price surge, reaching a maximum increase of 46.17% since June 13, driven by expectations of mixed-ownership reform, military industry support, and improved performance forecasts [1][2]. Group 1: Stock Performance - The stock price of Chengfei Integration hit a high of 48.79 yuan, up 10.01% from the previous trading day, with a trading volume of 4.501 billion yuan and a turnover rate of 26.78% [1]. - The stock exhibited a daily fluctuation of 12.27%, indicating intense market speculation [1]. Group 2: Key Catalysts - The market speculation is primarily based on three core logic points: 1. Expectations of mixed-ownership reform, which involves introducing market mechanisms while retaining a 68.5% controlling stake, leading to governance structure optimization and valuation re-evaluation [1][2]. 2. Continued enthusiasm for military industry concepts, as Chengfei Integration benefits from policy support in the military sector and the advancement of domestic large aircraft projects, enhancing its investment appeal [1]. 3. Performance improvement expectations, with a forecasted reduction in losses by 39.84%-58.64% for the first half of 2025, driven by growth in the production and sales of aviation components [1][2]. Group 3: Governance and Business Developments - The company is optimizing its governance structure by revising its articles of association, eliminating the supervisory board's audit committee, and ensuring the stability of military business through the confirmation of AVIC's controlling position [2]. - Business improvements are evident, with a significant increase in new orders and ongoing development in drone manufacturing processes [2]. - A second extraordinary shareholders' meeting is scheduled for August 25 to discuss amendments to the company's articles and the reappointment of the auditing firm for 2025 [2].

| 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 兆易创新 | 1.69 | -3.85亿元 | 米营体 | | 杭钢股份 | ഗ | -3.51亿元 | 钢铁行业 | | 中银证券 | -6.43 | -3.43亿元 | 证券 | | 成飞集成 | ਰੇ | -3.38亿元 | 汽车零部 | | 天孚通信 | -0.55 | -3.37亿元 | 通信设备 | | 工业富联 | 1.52 | -3.28亿元 | 消费电- | | 北信源 | -4.89 | -3.27亿元 | 软件开发 | | 每日互动 | 1.5 | -3.22亿元 | 互联网服 | | 领益智造 | -0.08 | -3.10亿元 | 消费电- | | 吉视传媒 | -7.83 | -2.59亿元 | 文化传媒 | | 中国机站 | -0 05 | -7 10/7 뉴 | 起 中 中 | | 十肖加扣 | ーＵ.フ J | - 4.47](ムノレ | 乃口 乃口 巾川 八 | | --- | --- | --- | --- | | 国机精工 | -7.09 | -2 ...

（编辑 姚尧） 证券日报网讯 8月21日晚间，成飞集成发布公告称，公司股票于8月20日、8月21日连续两个交易日内日 收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。经核查，公司前期披露的信息不存在 需要更正、补充之处；公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大影响 的未公开重大信息。 ...

Group 1: Market Performance - On August 21, the top stocks by closing limit-up order volume were Renhe Pharmaceutical and Yuyin Co., with order volumes of 458,800 and 436,400 respectively [1] - Zhongyou Capital led in limit-up order funds with 435 million yuan, followed by Yuyin Co. with 397 million yuan and Wantong Development with 346 million yuan [1] - Zhongyou Capital achieved a closing price of 10.87 yuan with a turnover rate of 2.32% and a total transaction amount of 3.179 billion yuan [2] Group 2: Stock Trends - Zhongyou Capital's margin balance reached 2.432 billion yuan, with a financing balance increase of 258 million yuan over the past five days, reflecting an 11.87% growth [2] - The stock has been identified as benefiting from trends in digital currency, cross-border payments, and integration of production and finance [3] Group 3: Industry Highlights - The digital economy sector saw multiple stocks limit-up, including Cuiwei Co. and Jinshi Technology, indicating strong market interest [4] - In the military industry, companies like Daon Co. and Chengfei Integration are positioned to benefit from policy support and advancements in domestic aircraft projects [5] - The natural gas sector is highlighted by companies like Zhun Oil Co. and Shen Kai Co., which are involved in oil and gas exploration and development [6] Group 4: Institutional Investment - Six stocks saw net purchases exceeding 100 million yuan, with Zhongyou Capital and Beixin Source among the top, indicating strong institutional interest [7]

Market Performance - The Shanghai Composite Index rose by 0.13% to 3771.1 points, while the Shenzhen Component Index fell by 0.06% to 11919.76 points, and the ChiNext Index decreased by 0.47% to 2595.47 points. The STAR Market 50 Index increased by 0.09% to 1149.15 points. The total trading volume in the Shanghai and Shenzhen markets reached 24240.57 billion yuan [1]. Sector Movements - Digital currency concept stocks showed strong performance, with companies like Yuyin Co., Ltd. hitting the daily limit. The photovoltaic sector was also active, with companies such as Beibo Co., Ltd. reaching the daily limit [1]. Notable Stocks - Several stocks related to the photovoltaic sector, such as Shimao Energy and Zhangzhou Development, achieved daily limit gains due to factors like waste incineration power generation and state-owned enterprise reforms [6]. - Digital currency-related stocks like Tianrongxin and Sanwei Xinan also saw daily limit gains, driven by developments in digital currency and AI security [6]. Industry Insights - According to a report from CITIC Securities, central bank digital currencies (CBDCs) have advantages over traditional electronic payments, private cryptocurrencies, and stablecoins, including sovereign credit backing, strong scalability, good privacy, low costs, and fast transactions. The digital yuan possesses these advantages and has promising applications in programmability, smart contracts, cross-border payments, and promoting the internationalization of the yuan [7].

Market Overview - On August 21, A-shares showed mixed performance with the Shanghai Composite Index reaching a 10-year high. The total trading volume was 2.46 trillion yuan, an increase of 11.9 billion yuan compared to the previous trading day [1]. Market Trends - Market hotspots focused on cross-border payment, combustible ice, and digital currency sectors. Conversely, the generator concept and liquid cooling concept saw significant declines, with EEK materials, PCB, and CPO concepts also experiencing notable drops [2]. Stock Performance - A total of 43 stocks hit the daily limit up, with 9 stocks achieving consecutive limit-ups. The limit-up rate was 61% (excluding ST and delisted stocks) [4]. - Key stocks included: - Kosen Technology achieved a 5-day consecutive limit-up, marking a new high in the market [5]. - Garden Shares in the computing power industry chain recorded a 4-day consecutive limit-up [5]. - Jishi Media saw a limit-up at the close, achieving 8 limit-ups in 14 days [5]. Trading Data - The top three net buying stocks on the daily leaderboard were: - Jingbeifang with a net purchase of 289 million yuan [7]. - Zhongyou Capital with a net purchase of 268 million yuan [7]. - Beixin Source with a net purchase of 243 million yuan [7]. - The top three net selling stocks were: - Hengbao Shares with a net sale of 389 million yuan [8]. - Chongda Technology with a net sale of 359 million yuan [8]. - Chengfei Integration with a net sale of 144 million yuan [8]. Notable Stocks and Their Developments - Jingbeifang is focusing on digital currency and financial technology, having signed a strategic cooperation agreement with Guofu Quantum to explore cross-border payment and RWA financing [11]. - Beixin Source is integrating AI capabilities into its new market value analysis management system, enhancing security for users [12]. - Chengfei Integration has maintained a long-term strategic partnership with Chengfei Group, focusing on military products and aviation components [15]. Institutional Activity - Institutional net buying was significant in stocks like Zhongyou Capital and Jingbeifang, while Hengbao Shares and Chengfei Integration saw substantial net selling [19][20].

证券代码：002190 证券简称：成飞集成 公告编号：2025-035 四川成飞集成科技股份有限公司 关于召开 2025 年第二次临时股东会的提示性公告 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 7 月 24 日召开了第八 届董事会第二十次会议，定于 2025 年 8 月 25 日（星期一）召开公司 2025 年第二次临时股东 会。公司于 2025 年 7 月 25 日在《证券时报》和巨潮资讯网 （www.cninfo.com.cn）刊登了《关 于召开 2025 年第二次临时股东会的公告》（公告编号：2025-033）。本次股东会采用现场表 决与网络投票相结合的方式召开，提示性公告如下： 一、召开会议的基本情况 （1）现场会议召开日期：2025 年 8 月 25 日下午 14:30 （2）网络投票的日期和时间为：2025 年 8 月 25 日。 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 8 月 25 日 体时间为 2025 年 8 月 25 日 9:15 至 ...

Group 1 - The stock of Chengfei Integration reached the daily limit, with a turnover rate of 13.01% and a transaction amount of 2.025 billion yuan, showing a fluctuation of 7.36% [1] - The stock was listed on the Shenzhen Stock Exchange's daily limit deviation list due to a deviation of 10.20%, with net purchases from the Shenzhen Stock Connect amounting to 8.6584 million yuan [2] - The top five trading departments accounted for a total transaction of 541 million yuan, with a net sell of 144 million yuan [2] Group 2 - In the past six months, the stock has appeared on the daily limit list 12 times, with an average price increase of 4.74% the next day and an average increase of 7.22% over five days [3] - The stock experienced a net outflow of 50.5709 million yuan in main funds today, with large orders contributing to a net outflow of 34.5645 million yuan [3] - The latest margin trading data shows a total margin balance of 440 million yuan, with a financing balance of 439 million yuan and a margin balance of 802,400 yuan [3]

证券代码：002190 证券简称：成飞集成 公告编号：2025－036 四川成飞集成科技股份有限公司 股票交易异常波动公告 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、股票交易异常波动情况 四川成飞集成科技股份有限公司（以下简称"公司"或"本公司" ）股票 （证券简称：成飞集成，证券代码：002190）于 8 月 20 日、8 月 21 日连续两个 交易日内日收盘价格涨幅偏离值累计超过 20%，根据深圳证券交易所（以下简称 "深交所"）的相关规定，属于股票交易异常波动情形。 二、公司关注并核实情况说明 针对公司股票交易异常波动，公司董事会通过书面问询等方式向大股东对有 关事项进行了核查，现将核实情况说明如下： 1.公司前期披露的信息不存在需要更正、补充之处； 2.公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 3.近期公司经营情况及内外部经营环境未发生重大变化； 4.公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重大 事项，或处于筹划阶段的重大事项；股票异动期间，未发生公司控股股东、实际 控制人 ...

证券代码：002190 证券简称：成飞集成 公告编号：2025-035 四川成飞集成科技股份有限公司 3．会议召开的合法、合规性：本次股东会会议召开符合《中华人民共和国公司法》《中 华人民共和国证券法》《上市公司股东会规则》《深圳证券交易所股票上市规则》《深圳 证券交易所上市公司自律监管指引》等有关法律、行政法规、部门规章、规范性文件和公 司章程的规定。 4．会议召开的日期、时间： （1）现场会议召开日期：2025 年 8 月 25 日下午 14:30 关于召开 2025 年第二次临时股东会的提示性公告 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 7 月 24 日召开了第八 届董事会第二十次会议，定于 2025 年 8 月 25 日（星期一）召开公司 2025 年第二次临时股东 会。公司于 2025 年 7 月 25 日在《证券时报》和巨潮资讯网 （www.cninfo.com.cn）刊登了《关 于召开 2025 年第二次临时股东会的公告》（公告编号：2025-033）。本次股东会采用现场表 ...