证券代码：002625 证券简称：光启技术 公告编号：2025-082 光启技术股份有限公司 股东名称 持股数量 （股） 持股比例 累计被质押数量 （股） 合计占其所持股份 比例 合计占公司总股 本比例 已质押股份情况 未质押股份情况 已质押股份限 售和冻结、标 记合计数量 （股） 占已质押 股份比例 未质押股 份限售和 冻结合计 数量（股） 占未质 押股份 比例 西藏映邦 581,684,601 27.00% 432,274,209 74.31% 20.06% 0 0% 0 0% 截至公告披露日，上述股东所持质押股份情况如下： 三、其他情况说明 截至本公告披露日，公司控股股东西藏映邦剩余质押的股份不存在被平仓、 冻结的风险，不会导致公司实际控制权变更，不会对公司日常生产经营产生影响。 公司将持续关注股东质押情况及质押风险情况，按规定严格按照相关法律法规的 要求及时履行信息披露义务，敬请广大投资者关注后续公告，并注意投资风险。 四、备查文件 证券质押登记证明（部分解除质押登记） 关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 ...

Group 1 - The share transfer agreement between the controlling shareholder of the company, Tibet Yingbang Industrial Development Co., Ltd., and Tianjin Jinnan State-owned Capital Investment Operation Group Co., Ltd. has been terminated [1] - The shares involved in the transfer amounted to 108 million shares, representing 5.00% of the company's total share capital, with a transfer price of 17.17 yuan per share [1] - The termination of this agreement will not affect the company's governance structure or ongoing operations, nor will it harm the interests of the company and minority investors [1]

进一步统计，近3个月内该股累计发生52笔大宗交易，合计成交金额为40.80亿元。 证券时报·数据宝统计显示，光启技术今日收盘价为49.67元，上涨2.96%，日换手率为1.80%，成交额为 19.08亿元，全天主力资金净流出2050.63万元，近5日该股累计上涨5.43%，近5日资金合计净流入1.12亿 元。 两融数据显示，该股最新融资余额为75.87亿元，近5日增加9409.41万元，增幅为1.26%。 据天眼查APP显示，光启技术股份有限公司成立于2001年07月18日，注册资本215458.7862万人民币。 （数据宝） 光启技术9月29日大宗交易平台共发生4笔成交，合计成交量580.00万股，成交金额2.81亿元。成交价格 均为48.43元，相对今日收盘价折价2.50%。 9月29日光启技术大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 250.00 | 12107.50 | 48.43 | - ...

Summary of Key Points Core Viewpoint - On September 29, Guangqi Technology executed a block trade of 5.8 million shares, amounting to 281 million yuan, which represented 12.83% of the total trading volume for that day, with a transaction price of 48.43 yuan, reflecting a discount of 2.5% compared to the market closing price of 49.67 yuan [1]. Group 1: Transaction Details - The block trade involved a total of 580,000 shares at a price of 48.43 yuan per share [1]. - The total transaction value was 281 million yuan [1]. - The transaction accounted for 12.83% of the total trading volume on that day [1]. Group 2: Trading Breakdown - The trading volume included multiple transactions, with the largest being 250,000 shares for a total of 12,107 million yuan [2]. - Other notable transactions included 170,000 shares and 75,000 shares, with respective values of 8,233 million yuan and 3,632.2 million yuan [2]. - The buyer's brokerage was primarily CITIC Securities, with various branches involved in the transactions [2].

Market Performance - The aviation equipment sector rose by 1.05% on September 29, with Filihua leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Individual Stock Performance - Filihua (300395) closed at 75.71, with a gain of 5.24% and a trading volume of 247,400 shares, amounting to a transaction value of 1.848 billion yuan [1] - Other notable performers included: - *ST Guanqu (688287): closed at 5.09, up 3.04% [1] - Hitec (002023): closed at 12.42, up 2.99% [1] - Guangqi Technology (002625): closed at 49.67, up 2.96% [1] - Aero Engine Corporation (600893): closed at 40.36, up 1.92% [1] Capital Flow Analysis - The aviation equipment sector experienced a net outflow of 170 million yuan from institutional investors, while retail investors saw a net inflow of 1.41 billion yuan [2][3] - Notable capital flows included: - Aero Engine Corporation (600893): net outflow of 61.49 million yuan from institutional investors [3] - Filihua (300395): net outflow of 12.83 million yuan from institutional investors [3] - Aviation Technology (688239): net inflow of 34.18 million yuan from retail investors [3]

Company Overview - Guangqi Technology's stock price increased by 2.03% on September 29, reaching 49.22 CNY per share, with a trading volume of 398 million CNY and a turnover rate of 0.38%, resulting in a total market capitalization of 106.05 billion CNY [1] - The company specializes in the research, production, and sales of next-generation metamaterials and advanced equipment, with 99.23% of its main business revenue coming from metamaterial products [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, up by 6.75% year-on-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 past 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, which holds 43.35 million shares, and Shenyin Wanguo Securities Co., Ltd., which is a new shareholder holding 21.64 million shares [3] Market Activity - The stock has seen a 2.97% increase year-to-date, a 4.48% increase over the last five trading days, a 7.13% decrease over the last 20 days, and a 25.31% increase over the last 60 days [1] - Guangqi Technology has appeared on the trading leaderboard four times this year, with the most recent appearance on August 20, where it recorded a net purchase of 237 million CNY [1] Industry Classification - Guangqi Technology is classified under the defense and military industry, specifically in the aerospace equipment sector, and is involved in concepts such as commercial aerospace, military-civilian integration, drones, and low-altitude economy [2]

Group 1 - A total of 73 stocks experienced block trades in the A-share market on September 26, with a total transaction value of 3.219 billion yuan [1] - The top three stocks by transaction value were Pudong Development Bank (782 million yuan), Guangqi Technology (273 million yuan), and Zhongwei Company (244 million yuan) [1] - Among the stocks, 10 were traded at par, 7 at a premium, and 56 at a discount; Dongfang Caifu, Aerospace Hongtu, and Taiping Bird had the highest premium rates of 15.08%, 9.14%, and 7.37% respectively [1] Group 2 - The top stocks by institutional buy amounts included Ningde Times (224 million yuan), Zhongwei Company (217 million yuan), and Haiguang Information (127 million yuan) [1] - The top stocks by institutional sell amounts were Ningde Times (187 million yuan), Jinkang Electric (101 million yuan), and Jinkai New Energy (37.29 million yuan) [2] - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [2]

Summary of Key Points Core Viewpoint - On September 26, 2023, Guangqi Technology experienced significant trading activity on the block trading platform, with a total transaction volume of 5.8 million shares and a transaction value of 273 million yuan, reflecting a discount of 2.49% compared to the closing price of the day [2]. Trading Activity - The stock recorded 48 block trades in the past three months, with a cumulative transaction value of 3.799 billion yuan [2]. - The closing price of Guangqi Technology on the same day was 48.24 yuan, marking a decline of 3.04% [2]. - The daily turnover rate was 1.73%, with a total trading volume of 1.803 billion yuan and a net outflow of 185 million yuan in main funds [2]. - Over the past five days, the stock has increased by 3.68%, with a total net inflow of 4.31884 million yuan [2]. Margin Financing Data - The latest margin financing balance for Guangqi Technology is 7.625 billion yuan, which has increased by 71.7797 million yuan over the past five days, representing a growth of 0.95% [2]. Company Background - Guangqi Technology Co., Ltd. was established on July 18, 2001, with a registered capital of 2.154587862 billion yuan [2].

Summary of Key Points Core Viewpoint - On September 26, 2025, Guangqi Technology executed a block trade of 5.8 million shares, amounting to 273 million yuan, which represented 13.15% of the total trading volume for that day. The transaction price was 47.04 yuan, reflecting a discount of 2.49% compared to the market closing price of 48.24 yuan [1]. Group 1: Transaction Details - The block trade involved a total of 580,000 shares at a price of 47.04 yuan per share [1]. - The total transaction value was 273 million yuan [1]. - The trade accounted for 13.15% of the total trading volume on that day [1]. Group 2: Trading Volume and Price Comparison - The transaction price of 47.04 yuan was 2.49% lower than the market closing price of 48.24 yuan [1]. - Multiple transactions were recorded, with varying volumes and values, indicating significant trading activity [2]. - The largest single transaction recorded was for 250,000 shares, valued at approximately 11.76 million yuan [2].

Group 1 - The core transaction on September 25 involved a block trade of 4.2 million shares of Guangqi Technology, with a transaction value of 204 million yuan, at a price of 48.51 yuan, which represents a discount of 2.49% compared to the closing price of the day [2][4] - Over the past three months, Guangqi Technology has recorded a total of 44 block trades, amounting to a cumulative transaction value of 3.526 billion yuan [3] - The closing price of Guangqi Technology on the day of the report was 49.75 yuan, reflecting an increase of 1.51%, with a daily turnover rate of 1.88% and a total trading volume of 2.011 billion yuan [3] Group 2 - The latest margin financing balance for Guangqi Technology is 7.627 billion yuan, which has increased by 219 million yuan over the past five days, representing a growth rate of 2.96% [4] - The net inflow of main funds for Guangqi Technology on the reporting day was 7.3877 million yuan, while the cumulative net outflow over the past five days was 139 million yuan [3]