Group 1 - On September 25, Guangqi Technology executed a block trade of 4.2 million shares, with a transaction value of 204 million yuan, accounting for 9.2% of the total trading volume for the day [1] - The transaction price was 48.51 yuan, which represents a discount of 2.49% compared to the market closing price of 49.75 yuan [1]

从资金流向上来看，当日航空装备板块主力资金净流出10.5亿元，游资资金净流入2.51亿元，散户资金净 流入7.99亿元。航空装备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002625 | 光启技术 | | 1993.69万 | 0.99% | -2073.47万 | -1.03% | 79.77万 | 0.04% | | 688070 | 纵横股份 | | 721.01万 | 5.01% | -239.50万 | -1.67% | -481.51万 | -3.35% | | 002933 | 新兴装备 | | 647.90万 | 9.28% | -6.18万 | -0.09% | -641.72万 | -9.20% | | 688685 | 迈信林 | | 525.17万 | 2.66% | -349.40万 | -1.77% | -175.77万 | -0.89% ...

Core Viewpoint - The stock of Guangqi Technology has shown fluctuations in trading volume and price, with a recent increase of 2.02% to 50.00 CNY per share, reflecting a total market capitalization of 107.73 billion CNY [1] Financial Performance - For the first half of 2025, Guangqi Technology reported a revenue of 943 million CNY, representing a year-on-year growth of 10.70%, and a net profit attributable to shareholders of 386 million CNY, which is a 6.75% increase compared to the previous year [2] - The company has distributed a total of 833 million CNY in dividends since its A-share listing, with 792 million CNY distributed over the last three years [3] Shareholder Structure - As of June 30, 2025, Guangqi Technology had 120,400 shareholders, a decrease of 0.78% from the previous period, with an average of 17,900 circulating shares per shareholder, an increase of 22.19% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Shenwan Hongyuan Securities, with significant increases in their holdings [3] Stock Market Activity - Guangqi Technology's stock has experienced a 4.60% increase year-to-date, with a 4.04% rise over the last five trading days, but a decline of 9.37% over the past 20 days [1] - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent instance on August 20, where it recorded a net purchase of 237 million CNY [1]

秋分节气，在这个孕育丰收的美好时节，2025中外知名企业四川行如约而至。 短短两天时间，300余家海内外知名企业和商（协）会嘉宾密集到会，其中央企和"三类500强"企业达到 150家，占比创下近年新高，可见本次"四川行"受到了海内外投资企业的高度关注。 不仅关注，企业更用真金白银拿出实际行动。活动期间，签约投资合作项目总数达到340个，投资金额 2630.6亿元。 都说吸引企业加大投资的难度越来越大，企业越来越谨慎，这一次，企业家们为什么就愿意，为什么就 能"成"？ "四川行"活动现场 首先，还是因为四川有机遇。 四川是经济、人口、资源、科教、产业大省，在国家发展大局中肩负着特殊而重要的使命。去年，四川 经济总量稳居全国第五、中西部第一，今年上半年经济同比增长5.6%，高于全国0.3个百分点，呈现了 量质齐升的发展态势。 可以说，今日之四川活力迸发，机遇无限，已成为我国西部最具吸引力的投资热土，也为中外企业来川 投资发展提供了广阔空间。 其次，是因为四川有潜力。 目前，四川自己培育了六大特色优势产业，拥有三个万亿级产业集群，五个国家先进制造业集群，全球 50%的高端柔性显示屏，16%的多晶硅，10%的平板电脑 ...

Core Insights - The "Sichuan行" event attracted over 300 domestic and international enterprises, with 150 central enterprises and "three categories of 500 strong" companies participating, marking a record high in recent years [2] - A total of 340 investment cooperation projects were signed during the event, amounting to an investment of 263.06 billion yuan [2][7] Group 1: Opportunities in Sichuan - Sichuan is recognized as an economic, population, resource, and industrial powerhouse, ranking fifth in national economic output and first in Central and Western China, with a GDP growth of 5.6% in the first half of the year, surpassing the national average [4] - The province has cultivated six major advantageous industries and boasts three trillion-yuan industrial clusters, contributing significantly to global production in high-end flexible displays, multicrystalline silicon, flat-panel computers, projectors, and power batteries [4] - Sichuan serves as a crucial strategic base for primary product supply, with a power generation capacity of 150 million kilowatts, supplying one-third of the country's hydropower and one-fourth of its natural gas, while maintaining lower comprehensive factor costs compared to eastern coastal regions [4] Group 2: Investment Projects and Focus Areas - The event featured over 1,500 projects, including resource utilization, supply chain enhancement, and application scenario projects, providing clear investment pathways for enterprises [5] - Notable projects signed include the headquarters for humanoid robot manufacturing and an AI mobile medical hub, highlighting a focus on new productivity projects [5][6] - The event emphasized technology innovation and industrial development, aligning with Sichuan's "15+N" key industries, ensuring that projects meet high standards of technological content and development prospects [6][7] Group 3: Economic Impact and Future Prospects - Over 80% of the signed projects are from Sichuan's six advantageous industries, with 45% of the investment amount directed towards the "15+N" key industrial chain projects, and 39% towards emerging and future industries [7] - The "Sichuan行" event serves as a significant platform for inviting investment into Sichuan and fostering mutual success between entrepreneurs and the province, positioning investment in Sichuan as an investment in the future [7]

Market Overview - The aviation equipment sector increased by 0.67% on September 24, with Zongheng Co. leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Zongheng Co. (688070) closed at 57.10, rising by 8.06% with a trading volume of 29,800 lots and a transaction value of 163 million yuan [1] - Other notable performers included: - Hitec High-tech (002023) at 12.33, up 3.44% [1] - Aviation New Technology (300424) at 15.59, up 2.84% [1] - Western Superconducting (688122) at 58.49, up 2.60% [1] Capital Flow - The aviation equipment sector saw a net inflow of 57.50 million yuan from institutional investors, while retail investors contributed a net inflow of 29.80 million yuan [2] - However, speculative funds experienced a net outflow of 355 million yuan [2] Individual Stock Capital Flow - Key stocks with significant capital flow included: - Guangqi Technology (002625) with a net inflow of 21.20 million yuan from institutional investors [3] - AVIC Shenyang Aircraft (600760) with a net inflow of 97.23 million yuan [3] - AVIC Power (600893) with a net inflow of 49.86 million yuan [3]

Core Viewpoint - Guangqi Technology's stock has shown mixed performance in recent trading sessions, with a slight year-to-date increase and notable fluctuations over different time frames [1][2]. Company Overview - Guangqi Technology, established on July 18, 2001, and listed on November 3, 2011, is located in Nanshan District, Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of next-generation metamaterials and advanced equipment [1]. - The company's revenue composition is primarily from metamaterial products (99.23%), with minimal contributions from other areas [1]. Financial Performance - For the first half of 2025, Guangqi Technology reported a revenue of 943 million yuan, reflecting a year-on-year growth of 10.70%. The net profit attributable to shareholders was 386 million yuan, up by 6.75% compared to the previous year [2]. - Since its A-share listing, Guangqi Technology has distributed a total of 833 million yuan in dividends, with 792 million yuan distributed over the last three years [3]. Shareholder Structure - As of June 30, 2025, Guangqi Technology had 120,400 shareholders, a decrease of 0.78% from the previous period. The average number of circulating shares per shareholder increased by 22.19% to 17,900 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Shenwan Hongyuan Securities Co., Ltd., with notable increases in holdings [3].

光启技术股份有限公司 投资者关系管理制度 二〇二五年九月 1 第一章 总 则 5、未得到明确授权的情况下代表公司发言； 6、歧视、轻视等不公平对待中小股东或者造成不公平披露的行为； 第一条 为进一步规范和加强光启技术股份有限公司（以下简称"公司"） 与投资者、潜在投资者（以下统称"投资者"）之间的信息沟通，促进公司与投 资者之间的良性互动关系，加深投资者对公司的了解和认同，完善公司法人治理 结构，切实保护投资者利益，根据《中华人民共和国公司法》《中华人民共和国 证券法》《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 指引第 1 号——主板上市公司规范运作》《上市公司投资者关系管理工作指引》 等相关法律、法规和规范性文件及《光启技术股份有限公司章程》（以下简称 "《公司章程》"）等有关规定，结合公司的实际情况，特制定本制度。 第二条 投资者关系管理是指公司通过便利股东权利行使、信息披露、互动 交流和诉求处理等工作，加强与投资者之间的沟通，增进投资者对公司的了解和 认同，以提升公司治理水平和企业整体价值，实现尊重投资者、回报投资者、保 护投资者目的的相关活动。 第三条 公司及其控股股东、实际控制人 ...

光启技术股份有限公司 董事会战略委员会议事规则 二〇二五年九月 1 第四条 战略委员会委员由董事长提名，由董事会选举产生。战略委员会设召集 人一名，由战略委员会委员过半数选举产生。 战略委员会召集人负责召集和主持战略委员会会议，当委员会召集人不能或 无法履行职责时，由其指定一名其他委员代行其职权；委员会召集人既不履行职 责，也不指定其他委员代行其职责时，任何一名委员均可将有关情况向公司董事 会报告，由公司董事会指定一名委员履行战略委员会召集人职责。 第五条 战略委员会委员任期与同届董事会董事的任期相同。委员任期届满，可 以连选连任。期间如有战略委员会委员不再担任公司董事职务，自动失去战略委 员会委员资格，公司根据上述第三至第四条规定补足委员人数。 第六条 战略委员会因委员辞任、被解任或其他原因而导致人数低于规定人数 时，公司董事会应尽快增补新的委员人选。 第七条 《公司法》《公司章程》关于董事义务的规定适用于战略委员会委员。 第一章 总则 第一条 光启技术股份有限公司（以下简称"公司"）为适应战略发展需要，增 强公司核心竞争力，确定公司发展规划，健全投资决策程序，加强决策科学性， 提高重大投资决策的效益和决策 ...

光启技术股份有限公司 累积投票制实施细则 二〇二五年九月 2 1 第一条 为了进一步完善公司法人治理结构，保证光启技术股份有限公司（以下 简称"公司"）所有股东充分行使权利，根据《上市公司治理准则》《深圳证券 交易所股票上市规则》《光启技术股份有限公司章程》（以下简称"《公司章程》"） 及其他有关规定，特制定本实施细则。 第二条 本实施细则所指的累积投票制，是指股东会在选举两名以上（含两名） 董事（包括选举两名以上非独立董事或选举两名以上独立董事）时采用的一种投 票方式。即公司选举董事时，每位股东所持有的每一股份拥有与应选董事人数相 等的投票权，股东既可以用所有的投票权集中选举一人，也可以分散选举数人， 最后按得票多少依次决定董事人选。 第三条 本实施细则所称"董事"包括独立董事和非独立董事。 由职工代表担任的董事由公司职工民主选举产生或更换，不适用于本实施细 则的相关规定。 第四条 股东会选举产生的董事人数及结构应符合《公司章程》的规定。 第五条 股东会对董事候选人进行表决前，大会主持人应明确告知与会股东对候 选董事实行累积投票方式，董事会必须置备适合实行累积投票方式的选票。董事 会秘书应对累积投票方式、选 ...