证券代码：002389 证券简称：航天彩虹 公告编号：2025-038 航天彩虹无人机股份有限公司 （1）现场投票：股东本人出席现场会议或者通过授权委托他人 出席现场会议； （2）网络投票：公司将通过深圳证券交易所交易系统和互联网 投票系统（http://wltp.cninfo.com.cn）向公司股东提供网络形式的投 票平台，公司股东可以在上述网络投票时间内通过深圳证券交易所的 交易系统或互联网投票系统行使表决权。公司股东只能选择现场投票 和网络投票中的一种表决方式，如果同一表决权出现重复投票表决的， 以第一次投票表决结果为准。 （1）截止股权登记日下午收市时在中国结算深圳分公司登记在 册的公司股东均有权出席本次股东会及参加表决，因故不能出席会议 的股东可授权他人代为出席，被授权人不必为本公司股东（授权委托 书见附件 2）； （2）公司董事、监事和高级管理人员； 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的真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 航天彩虹无人机股份有限公司（以下简称"公司"）于2025年8 月22日在《证券时报》及巨潮资讯网 ...

证券代码：002389 证券简称：航天彩虹 公告编号：2025-038 航天彩虹无人机股份有限公司 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的真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 航天彩虹无人机股份有限公司（以下简称"公司"）于2025年8 月22日在《证券时报》及巨潮资讯网上刊登了《关于召开2025年第二 次临时股东会的通知》，为保护广大投资者的合法权益，方便各位股 东行使股东会表决权，现将会议有关事项再次提示如下： 一、召开会议的基本情况 1.股东会届次：2025 年第二次临时股东会 2.股东会召集人：公司董事会 3.会议召开的合法、合规性：董事会认为本次股东会会议的召集、 召开程序符合有关法律、行政法规、部门规章、规范性文件、深交所 业务规则和《公司章程》等规定。 4.会议召开的日期、时间： （1）现场会议召开时间：2025 年 9 月 9 日（星期二）下午 14:00 开始； （2）网络投票时间：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 9 月 9 日上午 9:15—9:25，9:30—11:30， 下午 ...

Core Viewpoint - Aerospace Rainbow experienced a significant drop in stock price, with a daily decline of 8.58%, leading to a trading halt and notable changes in trading volume and institutional activity [2]. Group 1: Trading Performance - The stock hit a daily limit down, with a turnover rate of 6.38% and a total transaction value of 1.498 billion yuan, showing a price fluctuation of 11.60% throughout the day [2]. - The stock saw a net outflow of 287 million yuan in main funds, with large orders contributing to a net outflow of 158 million yuan and 129 million yuan respectively [2]. Group 2: Institutional Activity - Institutional investors net bought 15.84 million yuan, while the Shenzhen Stock Connect recorded a net sell of 3.94 million yuan [2]. - The top five trading departments accounted for a total transaction of 257 million yuan, with a net sell of 40.94 million yuan [2]. Group 3: Margin Trading Data - As of September 2, the margin trading balance for the stock was 1.175 billion yuan, with a financing balance of 1.17 billion yuan and a securities lending balance of 4.913 million yuan [3]. - Over the past five days, the financing balance decreased by 44.96 million yuan, representing a decline of 3.70%, while the securities lending balance increased by 389,900 yuan, an increase of 8.62% [3].

证券之星消息，9月3日航空装备板块较上一交易日下跌6.55%，晨曦航空领跌。当日上证指数报收于 3813.56，下跌1.16%。深证成指报收于12472.0，下跌0.65%。航空装备板块个股涨跌见下表： 从资金流向上来看，当日航空装备板块主力资金净流出38.63亿元，游资资金净流入4.08亿元，散户资金 净流入34.55亿元。航空装备板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300581 | 晨曦航空 | 18.56 | -14.39% | 46.87万 | | 9.25亿 | | 300965 | 恒宇信通 | 65.96 | -13.66% | 2.82万 | | · 1.97亿 | | 688297 | 中无人机 | 50.00 | -13.42% | 24.24万 | | 12.75 Z | | 837006 | 晟楠 ...

国泰中证军工ETF（512660）基金经理为艾小军。 截至发稿，艾小军累计任职时间11年237天，现任基金资产总规模1418.59亿元，任职期间最佳基金回报 208.95%， 任职期间最差基金回报-42.8%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月3日，航天彩虹跌5.67%，截至发稿，报23.95元/股，成交5.22亿元，换手率2.15%，总市值237.33亿 元。 资料显示，航天彩虹无人机股份有限公司位于北京市丰台区云岗西路17号,浙江省台州市台州湾集聚区 海豪路788号，成立日期2001年11月30日，上市日期2010年4月13日，公司主营业务涉及从事无人机整机 产品和应用服务;电容器薄膜和太阳能电池背材膜、光学膜、锂离子电池隔膜等的制造和销售。主营业 务收入构成为：无人机及相关产品37.59%，背材膜及绝缘材料23.85%，光学膜20.64%，技术服务 15.02%，其他2.91%。 从航天彩虹十大流通股东角度 数据显示，国泰基金旗下1只基金位居航天 ...

分红方面，航天彩虹A股上市后累计派现4.64亿元。近三年，累计派现1.78亿元。 机构持仓方面，截止2025年6月30日，航天彩虹十大流通股东中，国泰中证军工ETF（512660）位居第 七大流通股东，持股807.21万股，相比上期增加127.68万股。南方中证1000ETF（512100）位居第八大 流通股东，持股641.94万股，为新进股东。香港中央结算有限公司退出十大流通股东之列。 融资方面，航天彩虹当日融资买入1.62亿元。当前融资余额11.79亿元，占流通市值的4.56%，融资余额 超过近一年70%分位水平，处于较高位。 融券方面，航天彩虹8月29日融券偿还6300.00股，融券卖出1.47万股，按当日收盘价计算，卖出金额 38.40万元；融券余量14.49万股，融券余额378.48万元，低于近一年50%分位水平，处于较低位。 资料显示，航天彩虹无人机股份有限公司位于北京市丰台区云岗西路17号,浙江省台州市台州湾集聚区 海豪路788号，成立日期2001年11月30日，上市日期2010年4月13日，公司主营业务涉及从事无人机整机 产品和应用服务;电容器薄膜和太阳能电池背材膜、光学膜、锂离子电池隔膜等的 ...

证券之星消息，8月29日航空装备板块较上一交易日上涨0.52%，超卓航科领涨。当日上证指数报收于 3857.93，上涨0.37%。深证成指报收于12696.15，上涨0.99%。航空装备板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688237 | 超卓航科 | 46.23 | 10.33% | 4.75万 | | 2.11亿 | | 002651 | 利君股份 | 15.00 | 6.76% | 81.06万 | | 11.78亿 | | 300965 | 恒宇信通 | 80.20 | 5.51% | 4.10万 | | 3.19亿 | | 837006 | 晟楠科技 | 35.83 | 4.64% | 6.43万 | | 2.28亿 | | 300581 | 晨曦航空 | 22.18 | 4.18% | 43.66万 | | 9. ...

Core Viewpoint - Despite a decline in revenue and net profit, certain business segments show growth, indicating positive future demand signals [1][2]. Financial Performance - In the first half of 2025, the company reported total revenue of 811 million yuan, a year-on-year decrease of 20.43%, and a net profit of -489,600 yuan, marking a 100.74% decline [2][3]. - The second quarter revenue was 496 million yuan, down 10.69% year-on-year, while net profit was 30.40 million yuan, a 52.1% decrease [3]. - The company's gross margin was 23.15%, down 6.5 percentage points year-on-year, and the net margin was -0.15%, a decrease of 102.35 percentage points [4]. Business Segments - The company's main business consists of UAVs and new materials, with UAV-related revenue at 305 million yuan, down 44.39% year-on-year, while technical service revenue surged by 13,622.60% to 122 million yuan [5][6]. - The new materials segment generated 361 million yuan, a decline of 17.82% [5]. Market Position and Outlook - The company has a comprehensive UAV product line and is actively preparing for a market upturn, as indicated by a 392% increase in contract liabilities and significant growth in inventory and prepayments [6][9]. - The company is recognized as the largest exporter of UAVs in China, with a robust pipeline of products under development, including advanced UAVs and missile systems [7][9]. - Analysts predict a potential turning point in UAV demand, driven by domestic market stabilization and increased global military spending [9][10].

Investment Rating - The report assigns a "Buy-A" investment rating to the company with a 12-month target price of 32.50 CNY [7]. Core Views - The company experienced a revenue decline of 20.43% year-on-year in H1 2025, with total revenue of 811 million CNY and a net profit of -0.49 million CNY [1]. - The drone-related business faced significant short-term pressure, with revenues dropping 44.39% to 305 million CNY in H1 2025, while technical service revenue saw a substantial increase [2]. - There is an anticipated demand turning point in the domestic and international drone markets, with expectations of recovery in the second half of the year [3]. - The company has significantly increased its contract liabilities by 392% to 169 million CNY, indicating proactive inventory buildup in anticipation of demand recovery [4]. Financial Summary - The company forecasts net profits of 268 million CNY, 379 million CNY, and 457 million CNY for 2025, 2026, and 2027, respectively, with growth rates of 204%, 41.5%, and 20.6% [5]. - The projected revenue for 2025 is 4.24 billion CNY, with a net profit margin of 6.3% [11]. - The company’s average PE ratio for comparable companies is projected at 138 and 85 for 2025 and 2026, respectively, with the company being valued at 85 times PE for 2026 [5][10].

Investment Rating - The report maintains a strong buy rating for several key companies in the military industry, including AVIC Xi'an Aircraft Industry Group (中航西飞), AVIC Optoelectronics (中航光电), and Aerospace Rainbow (航天彩虹) [8]. Core Insights - The military industry index increased by 3.07% this week, underperforming the CSI 300 index by 1.11 percentage points. Year-to-date, the military industry index has risen by 25.49%, outperforming the CSI 300 index by 14.23 percentage points [1][13]. - The report highlights that the mid-year performance of certain sub-sectors, such as artillery and military electronics, has shown initial signs of recovery, with strong year-on-year growth in revenues for key companies [21][24]. - The report anticipates a significant acceleration in performance for the commercial aerospace sector in the second half of the year, driven by an increase in launch activities [24]. Summary by Sections Market Review - The military industry index rose by 3.07% this week, lagging behind the CSI 300 index. The aerospace equipment, military electronics, and aviation equipment sub-sectors outperformed the military industry index, with increases of 4.42%, 3.69%, and 3.64% respectively [1][15]. Key Events - The mid-year performance reports indicate a strong recovery in the artillery sector, with a 17.36% revenue growth for China North Arrow (中兵红箭) and a significant increase in specialized equipment manufacturing [24]. - In the military electronics sector, companies like Hongyuan Electronics (鸿远电子) and Torch Electronics (火炬电子) reported rapid revenue and profit recovery, with year-on-year increases of 22.3% and 24.2% respectively [24]. Forward-Looking Catalysts - The establishment of new policy financial tools is expected to support emerging industries, with an estimated investment of around 500 billion yuan, potentially benefiting sectors like commercial aerospace and deep-sea technology [26]. - The development of unmanned equipment is highlighted as a new force in maritime defense, with various unmanned systems being introduced, such as the HSU-001 unmanned submersible and the "Whale" unmanned vessel [26][27].