Core Viewpoint - Aerospace Rainbow (002389) reported on November 13 that as of November 10, 2025, the number of shareholders is 120, with 115 households [1] Summary by Categories - **Company Information** - Aerospace Rainbow has a total of 120 shareholders as of the specified date [1] - The number of households among these shareholders is 115 [1]

Group 1 - The stock price of Aerospace Rainbow fell by 2.01% on November 12, reaching 21.46 CNY per share, with a trading volume of 1.11 billion CNY and a turnover rate of 0.52%, resulting in a total market capitalization of 21.136 billion CNY [1] - Year-to-date, Aerospace Rainbow's stock price has increased by 19.29%, but it has seen a decline of 0.88% over the last five trading days, 5.25% over the last 20 days, and 18.00% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on September 3, where it recorded a net buy of -40.9472 million CNY, with total purchases of 108 million CNY, accounting for 7.20% of total trading volume [1] Group 2 - Aerospace Rainbow, established on November 30, 2001, and listed on April 13, 2010, is primarily engaged in the manufacturing and sales of unmanned aerial vehicles (UAVs) and related services, capacitor films, solar cell back materials, optical films, and lithium-ion battery separators [2] - The main revenue composition of Aerospace Rainbow includes UAVs and related products (37.59%), back materials and insulation materials (23.85%), optical films (20.64%), technical services (15.02%), and others (2.91%) [2] - As of October 31, the number of shareholders of Aerospace Rainbow was 122,100, a decrease of 0.15% from the previous period, with an average of 8,066 circulating shares per shareholder, an increase of 0.15% [2] Group 3 - As of September 30, 2025, the top ten circulating shareholders of Aerospace Rainbow include the Guotai Zhongzheng Military Industry ETF, which holds 6.7687 million shares, a decrease of 1.3034 million shares from the previous period [3] - Hong Kong Central Clearing Limited is the ninth largest circulating shareholder, holding 6.6883 million shares as a new shareholder [3] - The Southern Zhongzheng 1000 ETF ranks as the tenth largest circulating shareholder, holding 6.3635 million shares, a decrease of 55,900 shares from the previous period [3]

Core Viewpoint - The financial performance and trading activity of Aerospace Rainbow indicate a mixed outlook, with a slight increase in revenue but a decrease in net profit, alongside low financing and margin trading levels [1][2]. Group 1: Financial Performance - For the period from January to September 2025, Aerospace Rainbow achieved a revenue of 1.523 billion yuan, representing a year-on-year growth of 18.02% [2]. - The net profit attributable to shareholders for the same period was 6.062 million yuan, showing a year-on-year decrease of 1.67% [2]. - Cumulatively, the company has distributed 464 million yuan in dividends since its A-share listing, with 178 million yuan distributed over the past three years [3]. Group 2: Trading Activity - On November 11, Aerospace Rainbow's stock price increased by 0.41%, with a trading volume of 306 million yuan [1]. - The financing buy-in amount for the day was 27.6821 million yuan, while the financing repayment was 32.7022 million yuan, resulting in a net financing outflow of 5.0201 million yuan [1]. - As of November 11, the total margin trading balance for Aerospace Rainbow was 869 million yuan, with the financing balance accounting for 4.03% of the circulating market value, indicating a low level compared to the past year [1]. Group 3: Shareholder Structure - As of October 31, the number of shareholders for Aerospace Rainbow was 122,100, a slight decrease of 0.15% from the previous period [2]. - The average number of circulating shares per shareholder increased by 0.15% to 8,066 shares [2]. - Among the top ten circulating shareholders, the Guotai CSI Military Industry ETF held 6.7687 million shares, a decrease of 1.3034 million shares from the previous period, while Hong Kong Central Clearing Limited entered as a new shareholder with 6.6883 million shares [3].

Core Viewpoint - The company emphasizes the importance of research and application of carbon fiber materials, indicating steady progress in related business and ongoing technical optimization and capacity enhancement [1] Group 1: Research and Development - The company is committed to the research and application of carbon fiber materials, highlighting its focus on independent control and supply chain security [1] - The company is advancing its carbon fiber material business as planned, with continuous technical improvements [1] Group 2: Material Application - The company prioritizes the use of qualified materials that meet drone standards, ensuring safety and compliance in its supply chain [1] - The self-produced carbon fiber materials are already utilized in the structure of Rainbow drones [1]

Core Viewpoint - The company emphasizes that its stock price is influenced by multiple factors and encourages rational investment from shareholders [2] Company Performance - The company reports that its current operational status is good and it is actively fulfilling key project deliveries within the year [2] - The company is committed to enhancing its overall strength and profitability [2] Asset Information - The CH-T1 is not considered an asset of the listed company [2]

Group 1 - The company is actively planning the extension and upgrade of its high-end manufacturing industry chain [2] - The company will promote relevant industrial layout according to its strategic plan in a timely manner [2] - The current cash flow of the company is healthy and abundant [2]

Group 1 - The company, Aerospace Rainbow, stated that as of October 31, 2025, the number of shareholders is expected to be 122,077 [2]

Core Points - Aerospace Rainbow (002389.SZ) announced plans to sell three plots of land and associated buildings in Taizhou, Zhejiang Province for no less than 408 million yuan through a public listing on the Shanghai United Assets and Equity Exchange [2] - The total area of the three plots is 153.75 acres, with a total building area of 103,900 square meters [2] - The board of directors will review the related proposals on November 7, 2025, and the transaction is subject to national asset evaluation and filing procedures, not constituting a major asset restructuring [2]

Core Points - The company, Aerospace Rainbow Drone Co., Ltd., announced the decision to transfer assets valued at no less than 408 million yuan (approximately 40.75 million) from its Taizhou Nanyang Technology New Materials Industrial Park [2][3] - The board of directors approved multiple internal management system revisions, including amendments to the company's articles of association and rules for shareholder and board meetings [3] - A temporary shareholders' meeting is scheduled for November 24, 2025, to review the asset transfer and the revised internal management proposals [4] Asset Disposal - The company plans to publicly transfer the ownership of three plots of land and buildings located at 218 Xintan Road, Jiaojiang District, Taizhou, Zhejiang Province, through the Shanghai United Assets and Equity Exchange [2] - The assessed value of the assets as of September 30, 2025, is 407.51 million yuan (approximately 40.75 million), with the transfer price set to be no less than this valuation [2] Governance System Optimization - The board approved revisions to several core internal management documents, including the company's articles of association, shareholder meeting rules, board meeting rules, and information disclosure management methods [3] - All proposed amendments received unanimous approval from the board members and will be submitted for shareholder review [3] Temporary Shareholders' Meeting - The board has scheduled the third temporary shareholders' meeting for 2025 on November 24 to discuss the asset transfer and internal governance revisions [4] - The meeting will comply with relevant regulations and procedures as outlined in the Company Law and the company's articles of association [4]

Core Viewpoint - The company, Aerospace Rainbow (002389.SZ), aims to optimize resource allocation and revitalize existing assets by selling three plots of land and associated buildings to focus on its core business of drone development [1] Group 1: Asset Sale Details - The company plans to sell the properties at a minimum price of 40,751.30 million yuan, based on an evaluation report from Beijing Tianjian Xingye Asset Appraisal Co., Ltd [1] - The sale will be conducted through a public listing on the Shanghai United Assets and Equity Exchange [1] - The transaction involves three plots of land with a total area of 153.75 acres and a total building area of 103,900 square meters [1]