Group 1 - Military stocks continue to rise, with a significant increase in share prices for companies such as Chengfei Integration and major aircraft manufacturers [1] - Nearly 20 stocks, including Jintongling, Huawu Co., Aerospace Changfeng, Tianjian Technology, Tongda Co., Aopu Optoelectronics, Lijun Co., and Galaxy Electronics, reached their daily limit [1] - Several stocks, including AVIC Chengfei, saw price increases exceeding 10% [1]

Core Viewpoint - The recent military conflict between India and Pakistan has led to significant market reactions, particularly in Pakistan's stock market, which experienced a drop of over 5%, marking its lowest level since December 4 of the previous year [2]. Group 1: Market Reactions - Pakistan's stock market fell over 5% due to military strikes by India on nine locations within Pakistan, resulting in 26 deaths and 46 injuries [2]. - Following the initial drop, Pakistan's stock market recovered most of its losses, indicating some resilience [2]. - In contrast, Indian assets remained stable despite the conflict, with historical trends suggesting that Indian markets often recover quickly from geopolitical tensions [4][6]. Group 2: Economic Context - Pakistan is currently facing its worst monthly performance in two years for its stocks and dollar bonds, as the country grapples with an economic crisis and relies on a $7 billion International Monetary Fund loan program [6]. - The recent military actions have raised concerns about foreign investment in India, especially as the country had just announced a free trade agreement with the UK [7]. Group 3: Sector Performance - The A-share military industry sector surged in response to the India-Pakistan conflict, with several stocks hitting the daily limit up [7]. - Specific stocks such as Chengxi Aviation and Aerospace Changfeng saw significant increases, with gains of 19.96% and 17.05% respectively [8].

Market Overview - The Shanghai Composite Index closed at 3328.43 points, above the six-month moving average, with an increase of 0.37% [1] - The total trading volume of A-shares reached 12152.25 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 144 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - JinHao Medical: 26.73% - SuAo Sensor: 19.75% - HuaWu Co., Ltd.: 17.98% [1] Stocks with Smaller Deviation Rates - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Aerospace Intelligent Manufacturing - Changqing Technology - China Merchants Highway [1] Performance of Selected Stocks - JinHao Medical: Today's increase of 29.96% with a turnover rate of 23.69% [1] - SuAo Sensor: Increased by 20.05% with a turnover rate of 8.96% [1] - HuaWu Co., Ltd.: Increased by 19.94% with a turnover rate of 20.89% [1] Additional Notable Stocks - Other stocks with notable performance include: - JiuDing Investment: 9.97% increase, 7.73% turnover rate - Arrow Home: 10.02% increase, 8.27% turnover rate - Construction Industry: 10.01% increase, 13.40% turnover rate [1]

Stock Performance - Several stocks have shown significant gains, with notable performances including: - 恒天海龙 with a 10.07% increase over two days [2] - 晨曦航空 achieving a 19.96% rise on its first board [3] - 通易航天 with a remarkable 29.96% increase on its first board [3] - 新坐标 maintaining a 10.01% increase over four days [5] - 全筑股份 also showing a 10.00% increase over four days [9] Industry Trends - The robotics sector is gaining traction, with multiple companies experiencing stock price increases attributed to advancements in robotic technology and applications [4][5][7] - The AI computing industry is showing strong performance, as indicated by the positive financial results from companies in this sector, suggesting a sustained high level of industry activity [8] - The brain-computer interface (BCI) technology is gaining attention following FDA approval for Neuralink's device, which is aimed at aiding patients with severe communication disabilities [11] - The chemical industry is experiencing volatility in product prices, drawing market interest towards related companies [13] - The semiconductor industry is benefiting from increased investment and support for domestic high-end lithography machines, which is expected to boost the semiconductor equipment supply chain [16] - The real estate sector is reacting positively to the People's Bank of China's decision to lower housing loan interest rates, which is likely to stimulate market activity [18] Market Reactions - Stocks related to the ride-hailing industry are responding positively to the news of a partnership between autonomous driving company 小马智行 and Uber, with significant stock price increases observed [20][21] - The food and beverage sector is also seeing positive movements, influenced by the central bank's announcement of a new loan program aimed at boosting consumer spending [22][24] - The financial sector is reacting to the People's Bank of China's announcement of a series of monetary policy measures, including a reserve requirement ratio cut and interest rate adjustments [25][26]

Group 1 - The Zhongzheng High-end Equipment Sub-index 50 has decreased by 0.22% as of April 29, 2025, with mixed performance among constituent stocks [1] - The leading stocks include Guangdian Co., which rose by 6.62%, and Gaode Hongwai, which increased by 4.90% [1] - The High-end Equipment ETF (159638) has seen a turnover of 1.64% with a transaction volume of 18.1359 million yuan [1] Group 2 - The latest scale of the High-end Equipment ETF has reached 1.115 billion yuan, with a total of 1.522 billion shares, marking a new high for the year [3] - The ETF has experienced continuous net inflows over the past three days, totaling 12.5652 million yuan [3] - The ETF closely tracks the Zhongzheng High-end Equipment Sub-index 50, focusing on leading companies in aerospace, military equipment, and satellite navigation sectors, and is expected to benefit from the low-altitude economy trend [3] Group 3 - Guoxin Securities indicates that the low-altitude economy supply chain in China has formed a comprehensive development pattern, with significant market potential [4] - The core of the low-altitude economy industry chain is centered around eVTOL and drone manufacturing, with rapid technological iterations and capacity expansion [4] - The market space for eVTOL power systems is estimated to reach 100 billion yuan, based on a 250 billion yuan market size for complete machine sales [4]

地址：四川成都日月大道666号附1号（邮编：610091) 四川成飞集成科技股份有限公司 2024年度 环境、社会及治理（ESG）报告 邮箱：office@cac-citc.cn 电话：028-87455333-6048 官网：https://www.cac-citc.com/ 本报告主体为四川成飞集成科技股份有限 公司 ，为了便于表达 ，报告中 "四川成飞 集成科技股份有限公司 " 以 "成飞集 成""公司""我们 "表示；公司有两家 子公司 ， "集成瑞鹄 " 指 "安徽成飞集成 瑞鹄汽车模具有限公司 " 、 "集成吉文 " 指 "四川成飞集成吉文汽车零部件有限公 司 " 。 诚信 敬业 协作 创新 成为值得信赖的国际一流汽车工艺装备及航空零部件合作伙伴 时间范围 目 录 编制说明 contents 本报告为年度报告 ，时间跨度为 2024 年 1 月 1日至2024 年12 月31 日 ，为提高报告完 整性 ，部分内容有所延展 。 | 编制说明 | 00 | | --- | --- | | 董事长致辞 | 01 | | 关于成飞集成 | 03 | | ESG管理 | 06 | | 利益相关方沟通 | 0 ...

证券代码：002190 证券简称：成飞集成 公告编号：2025-023 本次会议审议通过了以下议案： （一）审议通过了《2025 年第一季度报告》。 四川成飞集成科技股份有限公司 第八届监事会第十次会议决议公告 本公司及监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、监事会会议召开情况 （一）发出监事会会议通知的时间和方式：四川成飞集成科技股份有限公司（以下简称 "公司"）第八届监事会第十次会议通知于 2025 年 4 月 21 日以书面、电子邮件方式发出。 （二）召开监事会会议的时间、地点和方式：本次监事会会议于 2025 年 4 月 25 日以现 场结合通讯形式召开，会议定在成飞集成（成都总部）会议室召开，会期半天。 （三）会议的参加人数：会议应出席表决监事 3 人，实际出席监事 3 人。 （四）会议的主持人：会议由公司监事会主席李国春主持。 （五）会议的召开合法合规：本次监事会会议的召开和表决程序符合有关法律、行政法 规、部门规章、规范性文件和《公司章程》的有关规定。 二、监事会会议审议情况 2 表决情况：同意 3 票，反对 0 票，弃权 0 票；该议案获得 ...

证券代码：002190 证券简称：成飞集成 公告编号：2025-022 四川成飞集成科技股份有限公司 第八届董事会第十九次会议决议公告 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、董事会会议召开情况 （一）发出董事会会议通知的时间和方式：四川成飞集成科技股份有限公司（以下简称 "公司"）第八届董事会第十九次会议通知于 2025 年 4 月 21 日以书面、电子邮件方式发出。 （二）召开董事会会议的时间、地点和方式：本次董事会会议于 2025 年 4 月 25 日以现 场结合通讯形式召开，会议定在成飞集成（成都总部）会议室召开，会期半天。 （三）会议的参加人数：本次董事会会议应出席会议人数 8 人，实际出席会议人数 8 人。 二、董事会会议审议情况 经与会董事认真审议，通过记名投票方式表决，逐项审议并通过了以下议案： （一）审议通过了《2025 年第一季度报告》。 （二）审议通过了《2024 年度 ESG 报告》。 表决情况：同意 8 票，反对 0 票，弃权 0 票；该议案获得通过。 （四）会议的主持人和列席人员：本次董事会会议由公司董事长石晓卿先生主持 ...

Financial Performance - The company's revenue for Q1 2025 was ¥505,559,665.13, representing a 3.72% increase compared to ¥487,427,875.14 in the same period last year[5]. - Net profit attributable to shareholders was ¥484,252.36, a significant turnaround from a loss of ¥5,816,169.88, marking a 108.33% increase year-over-year[5]. - The company's basic earnings per share improved to ¥0.0013 from a loss of ¥0.0162, representing an increase of 108.02%[5]. - The company reported a significant increase in investment income, reaching ¥4,441,916.04, compared to a loss of ¥836,315.25 in the same quarter last year, reflecting a 631.13% improvement[9]. - The total comprehensive income amounted to CNY 759,250,673.84, compared to a loss of CNY 347,689,282.33 in the previous period[20]. - The company's operating profit decreased to CNY 13,457,303.82 from CNY 19,859,861.10, representing a decline of approximately 32.1% year-over-year[20]. - Net profit for the period was CNY 10,514,787.07, down from CNY 12,615,628.65, indicating a decrease of about 16.6%[20]. Assets and Liabilities - Total assets increased by 21.94% to ¥5,984,611,430.97 from ¥4,908,014,624.36 at the end of the previous year[5]. - The equity attributable to shareholders rose by 28.31% to ¥3,396,360,786.25 from ¥2,646,946,408.18 at the end of the previous year[5]. - Non-current liabilities increased by 51.69% to ¥491,544,508.24, up from ¥324,039,321.65, primarily due to an increase in deferred income tax liabilities[8]. - Total liabilities reached ¥2,271,377,670.86, up from ¥1,954,564,178.25, representing an increase of 16.2%[17]. - The total equity attributable to the parent company was ¥3,396,360,786.25, compared to ¥2,646,946,408.18, showing a growth of 28.3%[18]. Cash Flow - The net cash flow from operating activities was negative at -¥75,222.76, a decline of 100.12% compared to ¥63,807,284.99 in the previous year[5]. - Cash flow from operating activities showed a net outflow of CNY 75,222.76, a significant decline from a net inflow of CNY 63,807,284.99 in the prior period[21]. - Cash flow from investing activities resulted in a net outflow of CNY 52,578,490.25, worsening from a net outflow of CNY 18,770,348.31[21]. - Cash flow from financing activities generated a net inflow of CNY 62,003,086.25, compared to a net outflow of CNY 16,517,914.91 in the previous period[22]. Operating Costs and Expenses - Total operating costs amounted to ¥503,625,317.68, up from ¥472,906,631.95, reflecting a rise of 6.5%[19]. - Research and development expenses increased to ¥23,664,704.15, compared to ¥19,913,598.91, marking a growth of 18.8%[19]. - The company experienced a 44.61% increase in taxes and surcharges, totaling ¥3,273,040.60, compared to ¥2,263,341.78 in the previous year[9]. - Employee cash payments increased by 39.30% to ¥76,963,930.46 due to bonuses and an increase in average employee numbers[10]. - Tax payments surged by 359.78% to ¥30,754,009.20, attributed to a decrease in deductible VAT input and an increase in payable taxes[10]. Shareholder Information - The total number of common shareholders at the end of the reporting period was 49,564, with the largest shareholder, China Aviation Industry Group, holding 50.17%[12]. - The top ten shareholders collectively hold significant stakes, with the largest shareholder owning 179,959,663 shares[12]. Other Comprehensive Income - The company's other comprehensive income surged by 602.78% to ¥872,948,675.68 from ¥124,212,788.91, driven by the increase in the fair value of other equity instruments[8]. - Other comprehensive income after tax attributable to the parent company was CNY 748,735,886.77, a significant recovery from a loss of CNY 360,304,910.98 in the previous period[20].

证券代码：002190 证券简称：成飞集成 公告编号：2025-020 四川成飞集成科技股份有限公司 2024 年度股东会决议公告 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。 特别提示： ● 本次股东会没有出现否决提案的情形。 ● 本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 出席本次股东会现场会议的股东及股东授权委托代表共 3 人，代表有表决权的股份 总数为 183,249,743 股，占公司有表决权股份总数 358,729,343 股的 51.0830%。 1 2、网络投票情况 参加本次股东会网络投票的股东共 358 人，代表有表决权的股份总数为 2,752,586 股， 占公司有表决权股份总数 358,729,343 股的 0.7673%。 3、中小投资者出席情况 通过现场和网络参加本次会议的中小投资者（指除上市公司董事、监事、高级管理 人员以及单独或者合计持有公司5%以上股份的股东以外的其他股东，下同）共计358人， 代表有表决权的股份总数为 2,752,586 股，占公司有表决权股份总数 358,729,343 股的 0. ...