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。 根据航天彩虹无人机股份有限公司（以下简称"公司"）第七届 董事会第五次会议决议，定于2025年12月31日召开公司2025年第四次 临时股东会。本次股东会采取现场投票与网络投票相结合的方式进行， 现将有关具体情况通知如下： 证券代码：002389 证券简称：航天彩虹 公告编号：2025-058 航天彩虹无人机股份有限公司 关于召开 2025 年第四次临时股东会的通知 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的 具体时间为2025年 12月 31日9:15-9:25，9:30-11:30，13:00-15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为2025年12月 1 31 日 9:15 至 15:00 的任意时间。 5.会议的召开方式：现场表决与网络投票相结合。 （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； 一、召开会议的基本情况 1.股东会届次：2025 年第四次临时股东会 2.股东会召集人：董事会 3.本次会议的召集、召开符合《中华人民共和国公司法》《 ...

Core Viewpoint - The article discusses the ongoing AI bubble concerns and the impact of various negative news on the AI technology sector, while emphasizing that the fundamental logic and trends of the global AI industry remain unchanged in the long term [2][5]. Group 1: Investment Opportunities in Key Technology Directions - Commercial Space: The "strong nation in space" goal in the 14th Five-Year Plan, along with policies, demand, and technology, creates a robust investment opportunity in commercial space [2][3]. - Demand for low-orbit satellite resources is urgent, with China's GW and Qianfan constellations planning over 10,000 satellites, of which less than 1% are currently in orbit [3]. - The successful launch of the Zhuque-3 and the upcoming Long March 12 rocket are expected to significantly reduce launch costs, which is crucial for satellite networking [3]. Group 2: Specific Technology Areas - Autonomous Driving: The recent approval of L3 autonomous vehicle licenses marks a critical transition from testing to commercialization, with a projected market size of 270 billion for Robotaxi by 2030 [5]. - Nuclear Fusion: While still in the experimental phase, nuclear fusion is recognized as a future key industry, with significant investment opportunities tied to technological breakthroughs [6]. - Artificial Intelligence: The focus has shifted from speculative investments to practical applications, with the 14th Five-Year Plan promoting AI integration across various industries [6][7]. Group 3: Market Dynamics and Trends - The commercial space sector has shown resilience despite recent launch delays, indicating strong market recognition and investment potential [9][11]. - The core logic of commercial space revolves around the urgent need for satellite networking and decreasing costs, with various companies positioned to benefit from this trend [11]. - The article highlights the importance of selecting the right sectors and companies for sustained investment, particularly in the context of the 14th Five-Year Plan's long-term technological focus [15].

Group 1 - The A-share market experienced a collective pullback on December 16, with the aerospace sector showing significant fluctuations, particularly the Aerospace ETF (159227), which narrowed its decline to 0.25% by 14:39, with a trading volume of 273 million yuan [1] - The Aerospace ETF has recently surpassed 2.1 billion yuan in scale, making it the largest of its index, with key holdings such as Aerospace Development and Aerospace Electronics reaching their daily limit [1] - The commercial aerospace sector has been gaining momentum, highlighted by the successful launch of Blue Arrow Aerospace's "Zhuque-3" rocket, marking China's first successful orbit of a reusable liquid oxygen-methane rocket [1] Group 2 - CITIC Securities reports that OpenAI is seeking to establish, invest in, or acquire a rocket company to compete in the space computing sector, indicating a growing recognition of the commercial value in space computing [2] - The commercial aerospace industry is entering a new era with the mass launch phases of China StarNet and G60 Qianfan Constellation, alongside the operationalization of Hainan's commercial launch site and rockets, leading to trends of high capacity and low cost [2] - The Aerospace ETF (159227) tracks the National Aerospace Index, with a significant 96.6% allocation to the military industry, focusing on aerospace capabilities and covering a full industry chain from fighter jets to satellites [2]

Group 1 - Unicom Guowei has established a Central Research Institute focusing on the development of edge AI chips for applications in autonomous driving, embodied robots, and low-altitude flying vehicles [2] - The research will also include new types of storage devices based on two-dimensional materials and high-performance special sensor chips [2] - Aerospace Electronics plans to increase its investment in Aerospace Long March Rocket Technology Co., Ltd. by 728 million yuan, maintaining the existing shareholding structure [3] Group 2 - Aerospace Rainbow successfully completed the first flight test of its self-developed Rainbow-7 high-altitude, high-speed, long-endurance drone, achieving all preset parameters [4] - The project is still in the research and testing phase, with further rigorous testing and validation required before mass production [4] Group 3 - Changchun High-tech's subsidiary signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to 1.365 billion USD in milestone payments [5] - The agreement includes an initial payment of 120 million USD and additional milestone payments related to development and commercialization [5] Group 4 - TCL Technology plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan, increasing its ownership from 84.2105% to 94.9761% [26] - This acquisition aims to enhance TCL's competitiveness and profitability in the semiconductor display industry [26] Group 5 - Zhongmin Resources announced the successful ignition of its Tsumeb smelting plant's multi-metal comprehensive recycling project, with an annual processing capacity of 80,000 tons [11] - The project will produce various products, including germanium ingots and zinc ingots, with a design capacity of 33 tons/year for germanium [11] Group 6 - Xinhua Insurance reported a 16% year-on-year increase in original insurance premium income, totaling 188.85 billion yuan from January to November 2025 [43] - This growth reflects the company's strong performance in the insurance market [43]

Core Viewpoint - The aerospace and low-altitude economy sectors are experiencing a strong resurgence, with significant stock price increases in related companies and ETFs, indicating a positive market sentiment towards these industries [1][4]. Group 1: Stock Performance - Aerospace Electronics has reached a strong limit-up, while Aerospace Hongtu has increased by over 7%, China Satellite by over 5%, and Aerospace Rainbow by over 4% [1][4]. - The General Aviation ETF Huabao (159231) has seen an increase of 1.33%, indicating a bullish trend in the market [1][4]. Group 2: ETF Composition - The General Aviation ETF Huabao and its linked funds cover a comprehensive index of 50 constituent stocks, with over 46% being state-owned enterprises and over 20% from the top ten military industrial groups [3][6]. - The ETF focuses on key areas such as low-altitude economy, large aircraft, military-civilian integration, commercial aerospace, satellite navigation, and drones, emphasizing technological barriers and core commercial aspects of aircraft manufacturing [3][6]. Group 3: Upcoming Launch - The Long March 12A (CZ-12A) is scheduled for its first launch on December 17, 2025, at the Jiuquan Satellite Launch Center, aiming to achieve both successful launch and recovery of the first stage rocket [1][5]. - This new generation reusable launch vehicle is designed to validate rocket orbital capabilities and vertical recovery technology, potentially becoming the world's first liquid oxygen-methane rocket to achieve recovery on its maiden flight [1][5].

Core Viewpoint - The company successfully completed the first flight test of its self-developed Rainbow-7 high-altitude, high-speed long-endurance drone, achieving all preset parameters during the flight [1] Group 1: Company Developments - The Rainbow-7 drone's flight test took place at a domestic test flight site and was characterized by a smooth flight and good system status [1] - The project is currently in the research flight and verification stage, indicating that further testing and validation are required before mass production and delivery can occur [1] Group 2: Future Considerations - The company acknowledges that there are risks related to technology and market factors that could lead to delays in the project timeline from the successful first flight to full-scale production [1]

智通财经APP讯，航天彩虹(002389.SZ)发布公告，近日，公司自主研发的彩虹-7高空高速长航时无人机 在国内某试飞场顺利完成首次飞行试验，飞行过程平稳，各系统状态良好，验证参数达到预设目标，试 验取得圆满成功。 ...

Core Viewpoint - The successful first flight test of the Rainbow-7 high-altitude, high-speed long-endurance drone marks a significant milestone for Aerospace Rainbow, showcasing the company's advancements in drone technology and its commitment to research and development [1] Group 1: Company Developments - Aerospace Rainbow has successfully completed the first flight test of its independently developed Rainbow-7 drone at a domestic test flight site, with a smooth flight process and all systems performing well [1] - The test achieved the preset verification parameters, indicating a successful outcome for the trial [1] Group 2: Project Status - The Rainbow-7 project is currently in the research flight testing and verification phase, which is crucial before moving to mass production and delivery [1] - The company will need to undergo a series of rigorous tests and validations before the project can be fully completed, highlighting the complexity of the development process [1] Group 3: Investment Considerations - There are potential risks associated with the project timeline, including technical and market factors that could lead to delays in progress [1]

证券代码：002389 证券简称：航天彩虹 公告编号：2025-054 航天彩虹无人机股份有限公司 目前该项目仍处于科研试飞与验证阶段，从首飞成功到最终完 成全部研制并实现批量生产交付，仍需经历一系列严格的测试、验证 等程序，存在因技术、市场等因素导致进度不及预期的风险。敬请广 大投资者注意投资风险。 特此公告。 航天彩虹无人机股份有限公司董事会 关于彩虹-7高空高速长航时无人机首飞成功的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 近日，航天彩虹无人机股份有限公司（以下简称"公司"）自 主研发的彩虹-7高空高速长航时无人机在国内某试飞场顺利完成首次 飞行试验，飞行过程平稳，各系统状态良好，验证参数达到预设目 标，试验取得圆满成功。 该机型系公司使用2021年募集资金投资建设的重点项目之一， 该项目的研制旨在响应市场需求与技术发展趋势，进一步提升公司在 高端无人机领域的核心竞争力，完善产品谱系。首次试飞的成功，标 志着该型无人机的关键技术得到了初步验证，为后续开展更全面的性 能验证飞行、系统测试及最终满足用户需求奠定了坚实的技术基础。 公司将按照研制计 ...

随着指令下达，彩虹-7的发动机发出低沉而有力的轰鸣，随即在跑道上平稳加速，如一道利箭般刺破渐 亮的苍穹，轻盈离地，直冲云霄。地面指挥中心内，所有人的目光都紧紧锁定着屏幕上传回的实时数据 和影像。飞行指挥员有条不紊地发出指令，监控着它的每一个姿态、每一项参数。 天空之上，彩虹-7按照预定航线和程序，优雅地完成了爬升、巡航、转弯等一系列动作，充分验证了其 飞翼布局气动设计的优越性和飞行控制系统的可靠性。长达20分钟的飞行，对于地面团队而言，既短暂 又漫长。短暂在于精彩演绎转瞬即逝，漫长在于每一秒都凝聚着无数心血与期待。 "各系统工作正常！" 西北某机场，晨光未露。凌晨四点寒意袭人，只有远处机场跑道旁的指示灯在深蓝色的天幕下闪烁着微 弱而坚定的光。一群身着绿色工作服的身影已悄然进场，开始了紧张而有序的准备工作。他们是中国航 天科技（000901）集团有限公司所属航天彩虹（002389）无人机股份有限公司的科研与保障团队，今 天，他们耗时多年潜心研制的重量级装备——彩虹-7高空高速隐身无人机，将在这里迎来它的首次飞行 考验。 拂晓将至，东方天际线渐渐泛起鱼肚白。被牵引至指定位置的彩虹-7无人机，其独特的大展弦比飞翼式 ...