Group 1 - The core transaction involved 352,500 shares of Xingwang Yuda, with a total transaction value of 8.1851 million yuan, representing 1.1% of the total trading volume on that day [1][2] - The transaction price was 23.22 yuan per share, which is a discount of 0.98% compared to the market closing price of 23.45 yuan [1][2] - The transaction took place on August 6, 2025, with the buyer being CITIC Securities and the seller being Bank of China International Securities [2]

Market Performance - The aerospace equipment sector increased by 1.5% on August 6, with Xinyu Guoke leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Stock Performance - Xinyu Guoke (300722) closed at 41.14, with a rise of 4.76% and a trading volume of 263,800 shares, amounting to a transaction value of 1.075 billion yuan [1] - Other notable stocks included: - Ligong Navigation (688282) at 54.12, up 2.97% [1] - Zhongtian Rocket (003009) at 48.61, up 2.08% [1] - China Satellite (600118) at 29.90, up 1.36% [1] Capital Flow - The aerospace equipment sector saw a net inflow of 38.6363 million yuan from main funds, while retail funds had a net inflow of 32.0128 million yuan [1] - Notably, the main funds for Xinyu Guoke had a net inflow of 42.0222 million yuan, while retail funds showed a net outflow of 33.3736 million yuan [2]

Core Viewpoint - The successful launch of the low Earth orbit satellite internet group 07 by the Long March 12 rocket marks a significant acceleration in China's satellite internet deployment, with multiple launches occurring within a short timeframe [1][4]. Group 1: Satellite Launches and Developments - The satellite internet low Earth orbit groups 01 to 07 are part of China's "National Network Constellation," which aims to deploy approximately 1,300 satellites by 2029 and around 13,000 by 2035 [4]. - The recent launches demonstrate the capabilities of the Hainan commercial space launch site, achieving high-density launches successfully for the first time [4]. - The 07 group satellites were developed by the private company Galaxy Space, marking the first batch production of such satellites by a private firm in China [4][6]. Group 2: Stock Market Response - Following the successful launch, over thirty companies in the A-share satellite internet sector saw stock price increases, with notable gains from companies like Aerospace Zhizhuang and Xingwang Yuda [1][2]. - Specific stock performance included Aerospace Zhizhuang rising by 17.03% and Xingwang Yuda by 4.93% [2]. Group 3: Investment and Business Expansion - Several listed companies are increasing their investments in the satellite internet sector, with significant projects announced, such as a 344 million yuan investment by Guangdian Measurement for a satellite internet quality assurance platform [8]. - Zhenyou Technology plans to invest 709 million yuan in satellite internet communication product development, focusing on core network systems and satellite terminal devices [8]. - Tongyu Communication has positioned itself advantageously in the national satellite constellation launch plans, indicating a strong future in the satellite internet market [9].

8月5日，星网宇达大宗交易成交54.6万股，成交额1107.84万元，占当日总成交额的1.66%，成交价20.29 元，较市场收盘价23.4元折价13.29%。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万龄/万份) (万元) | | | | 2025-08-04 | 002829 | 星网宇达 | 19.72 | 10.20 | 201.14 机构专用 | 中银国际证券股份 | | | | | | | | 有限公司北京宣外 | | | | | | | | 大街证券营业部 | | 2025-08-04 | 002829 | 星网宇达 | 19.72 | 10.20 | 201.14 中信证券股份有限 | 中银国际证券股份 | | | | | | | 公司天津南开证券 | 有限公司北京宣外 | | | | | | | 营业部 | 大街证券营业部 | | 2025-08-04 | 002829 | 星网宇达 | 19.72 | 20.00 | 394.40 机构专用 | 中银国际证券股份 | | | | | | | | 有限公司北京宣外 | | | | | | | | 大街证券营业部 ...

证券之星消息，8月4日航天装备板块较上一交易日上涨4.24%，航天电子领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。航天装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600879 | 航天电子 | 10.79 | 9.99% | 119.99万 | 12.78 Z | | 300722 | 新余国科 | 39.82 | 7.33% | 21.81万 | 8.571Z | | 688523 | 航天坏宇 | 23.39 | 5.41% | 6.20万 | 1.43亿 | | 002829 | 星网宇达 | 22.30 | 4.01% | 19.54万 | 4.32亿 | | 003009 | 中天火箭 | 47.50 | 3.60% | 5.41万 | 2.55亿 | | 600118 | 中国内星 | 29.57 | 3.03% | 30.91万 | 9.13亿 | | 601698 | 中国 通 | 20. ...

Fundraising Overview - The company raised a total of RMB 599,999,971.68 through a non-public offering of 15,835,312 shares at a price of RMB 37.89 per share, with a net amount of RMB 586,583,670.21 after deducting issuance costs [1] - The fundraising was approved by the China Securities Regulatory Commission under document number 证监许可[2022]2876号 [1] Fund Management and Usage - The company has established a fundraising management system in compliance with relevant laws and regulations to ensure proper management and usage of the raised funds [1] - A tripartite supervision agreement was signed with the sponsor and the bank where the fundraising account is held, outlining the rights and obligations of all parties involved [1] Account Closure and Fund Allocation - The company has completed the closure of its fundraising accounts, with a total of RMB 153,407,300 being transferred to its own funds after deducting fees [3] - The company decided to terminate the "Drone Industrialization Project" and permanently allocate the corresponding funds to supplement working capital for daily operations [2][3]

了《关于持股5%以上股东、董事减持计划的预披露公告》 公司总经理、董事长、实际控制人、控股股东迟家升先生计划自上述公告披露之 日起15个交易日后的3个月内（2025年7月30日至2025年10月29日）以集中竞价方 式或大宗交易方式合计减持本公司股份不超过6,197,700股（占剔除回购专用账户 持股数后公司总股本的3%）。 公司于近日收到迟家升先生的《股份减持进展告知函》，迟家升先生于2025 年8月1日通过大宗交易方式减持公司股份2,450,000股，占公司剔除回购专用账户 持股数后总股本的1.1859%。本次权益变动后，迟家升先生持有公司46,211,568股， 持股比例由23.42%下降至22.24%，触及1%刻度。 从前次减持比例达到1%的提示性公告至本公告披露日，迟家升先生及一致 行动人李国盛先生历次合计持股比例变动情况如下： 示性公告日当天的权益变动后合计持股比例为44.60%；2021年，在一致行动人李 国盛先生前次减持计划实施完毕后，二人合计持股比例为44.11%；2022年至2023 年，因公司股权激励计划行权、非公开发行等定向增发导致股份被动稀释，二人 合计持股比例从44.11%降至39 ...

证券代码：002829 证券简称：星网宇达 公告编号：2025-059 北京星网宇达科技股份有限公司 关于持股5%以上股东、董事减持比例达到1%的提示性公告 公司控股股东、实际控制人及公司董事长、总经理迟家升先生保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 北京星网宇达科技股份有限公司 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 北京星网宇达科技股份有限公司（以下简称"公司"）于2025年7月9日披露 了《关于持股5%以上股东、董事减持计划的预披露公告》（公告编号：2025-055）， 公司总经理、董事长、实际控制人、控股股东迟家升先生计划自上述公告披露之 日起15个交易日后的3个月内（2025年7月30日至2025年10月29日）以集中竞价方 式或大宗交易方式合计减持本公司股份不超过6,197,700股（占剔除回购专用账户 持股数后公司总股本的3%）。 公司于近日收到迟家升先生的《股份减持进展告知函》，迟家升先生于2025 年8月1日通过大宗交易方式减持公司股份2,450,000股，占公司剔除回购专用账户 持股数后总股本的1.1859%。本次权益 ...

二、 募集资金管理与存放情况 证券代码：002829 证券简称：星网宇达 公告编号：2025-058 北京星网宇达科技股份有限公司 关于部分募集资金专用账户销户完成的公告 本公司及全体董事会成员保证公告内容真实、准确和完整，不存在虚假记载、误导性陈 述或重大遗漏。 一、 募集资金基本情况 经中国证券监督管理委员会《关于核准北京星网宇达科技股份有限公司非公 开发行股票的批复》（证监许可[2022]2876号）核准，北京星网宇达科技股份有 限公司（以下简称"公司"）采用非公开发行的方式，向特定投资者非公开发行 人民币普通股（A股）15,835,312股，发行价格为37.89元/股，募集资金总额为人 民币599,999,971.68元，扣除各项发行费用（不含增值税）人民币13,416,301.47元 后，实际募集资金净额为人民币586,583,670.21元。上述募集资金已于2023年3月 9日到位，立信会计师事务所（特殊普通合伙）已对本次发行募集资金的实收情 况进行审验，并于2023年3月10日出具了《北京星网宇达科技股份有限公司验资 报告》（信会师报字[2023]第ZA90044号）。 特此公告。 北京星网宇达 ...