| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601698 中国卫通 | | 2054.95万 | 3.14% | -2847.05万 | -4.35% | 792.09万 | 1.21% | | 003009 中天火箭 | | 1473.85万 | 4.24% | -1618.26万 | -4.66% | 144.41万 | 0.42% | | 002829 星网宇达 | | -231.65万 | -1.43% | -22.66万 | -0.14% | 254.31万 | 1.57% | | 688282 理工导航 | | -365.06万 | -14.39% | 131.97万 | 5.20% | 233.09万 | 9.19% | | 688523 航天环宇 | | -1539.43万 | -8.63% | -410.24万 | -2.30% | 1949.67万 | 10.93% | | 600118 中 ...

Group 1 - The company will pay the third-year interest on the "Tianjian Convertible Bonds" on August 22, 2025, at a rate of 4.00 CNY per 10 bonds (including tax) [2][12] - The bond's interest rates are structured as follows: 0.2% for the first year, 0.3% for the second year, 0.4% for the third year, 1.5% for the fourth year, 1.8% for the fifth year, and 2.0% for the sixth year [3][11] - The total issuance of the "Tianjian Convertible Bonds" is 4,950,000 bonds, with a total value of 49.5 million CNY [5][11] Group 2 - The bond's interest payment dates are as follows: the record date is August 21, 2025, the ex-dividend date is August 22, 2025, and the payment date is also August 22, 2025 [14][15] - The company will utilize China Securities Depository and Clearing Corporation Limited Shenzhen Branch for the interest payment process [16] - The bonds have a credit rating of AA+ from Dongfang Jincheng International Credit Evaluation Co., Ltd., with a stable outlook [11]

Core Points - The company will pay the third-year interest on the "Tianjian Convertible Bonds" on August 22, 2025, at a rate of 4.00 CNY per 10 bonds (including tax) [1][6] - The bond's interest rates are structured as follows: 0.2% for the first year, 0.3% for the second year, 0.4% for the third year, 1.5% for the fourth year, 1.8% for the fifth year, and 2.0% for the sixth year [1][4] - The bond issuance includes 4,950,000 convertible bonds with a total value of 4.95 billion CNY [4] - The bond's credit rating is AA+ with a stable outlook, as assessed by Dongfang Jincheng International Credit Rating Co., Ltd. [5] Interest Payment Details - The interest payment date is set for August 22, 2025, with the record date for bondholders being August 21, 2025 [1][8] - Individual investors will have a net interest payment of 3.20 CNY per 10 bonds after a 20% tax deduction [6][7] - Qualified foreign institutional investors (QFII and RQFII) are exempt from corporate income tax and value-added tax, receiving the full interest amount of 4.00 CNY per 10 bonds [6][9] Bond Characteristics - The bond was publicly issued on August 22, 2022, and has a maturity period from August 22, 2022, to August 22, 2028 [4] - The bond can be converted into company shares from February 27, 2023, to August 22, 2028 [4] - The bonds are guaranteed by the controlling shareholder, Aerospace Four Institute, providing unconditional and irrevocable guarantee for 100% of the principal and interest [5]

| 证券代码：003009 | 证券简称：中天火箭 | 公告编号：2025-046 | | --- | --- | --- | | 债券代码：127071 | 债券简称：天箭转债 | | 陕西中天火箭技术股份有限公司 可转换公司债券 2025 年付息公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 特别提示： 一、"天箭转债"将于 2025 年 8 月 22 日按面值支付第三年利息，每 10 张 天箭转债（面值 1,000 元）利息为 4.00 元（含税）； 二、债权登记日：2025 年 8 月 21 日； 三、除息日：2025 年 8 月 22 日； 四、付息日：2025 年 8 月 22 日； 五、"天箭转债"票面利率：第一年 0.2%、第二年 0.3%、第三年 0.4%、第 四年 1.5%、第五年 1.8%、第六年 2.0%； 六、"天箭转债"本次付息的债权登记日为 2025 年 8 月 21 日，凡在 2025 年 8 月 21 日（含）前买入并持有本期债券的投资者享有本次派发的利息；2025 年 8 月 2 ...

Group 1 - The aerospace equipment sector rose by 0.65% on August 13, with Zhongtian Rocket leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] - Key stocks in the aerospace equipment sector showed varied performance, with Zhongtian Rocket closing at 48.41, up 2.46% on a trading volume of 66,400 shares and a transaction value of 322 million yuan [1] Group 2 - The net capital flow in the aerospace equipment sector showed a net outflow of 130 million yuan from institutional investors and 63.53 million yuan from retail investors, while individual investors saw a net inflow of 194 million yuan [1] - Specific stock performances indicated that China Satellite experienced a net outflow of 9.43 million yuan from institutional investors, while individual investors contributed a net inflow of 24.89 million yuan [2] - Zhongtian Rocket had a net inflow of 1.56 million yuan from institutional investors, but a net outflow of 6.86 million yuan from retail investors [2]

Core Viewpoint - The military industry sector has become a popular focus in the A-share market, with multiple concept stocks experiencing significant increases due to preparations for the "9.3 Military Parade" and ongoing geopolitical risks from conflicts such as Russia-Ukraine and Israel-Palestine [1] Group 1: Market Dynamics - The recent surge in military stocks is driven by three main factors: the upcoming Army Day and military parade expectations, a new cycle of global military spending expansion, and the potential for increased asset securitization rates among state-owned military enterprises due to deepening reforms [1] - The Shanghai Cooperation Organization's defense ministers' meeting in Qingdao, where multiple ministers visited China's 052D destroyer, has further strengthened market expectations regarding China's military equipment export potential [1] Group 2: Company Responses and Developments - Companies like Shanhai Intelligent are currently focused on domestic military equipment delivery and are actively developing products suitable for military trade [2] - Tianhe Defense exports military products through military trade companies, adhering to national military trade policies [4] - Guangdong Hongda is engaged in both domestic and international military trade markets, focusing on traditional and smart munitions [6] - Zhongtian Rocket has military trade products, including small guided rockets, exported to Middle Eastern countries [8] - Aerospace Rainbow reports a historical high in foreign trade product orders, with its drones being well-regarded internationally for their performance and cost-effectiveness [15] - AVIC Shenyang Aircraft has established a military trade development committee to enhance its military trade operations and align with national strategies [17] - Huachang Technology has signed military trade export orders for 2025 and is actively organizing production [19] - Companies like Optoelectronics Co. are focusing on maintaining military trade as a vital part of their defense industrial economy, with plans to enhance their professional military trade teams and product promotion [21]

Market Performance - The aerospace equipment sector increased by 1.05% on August 11, with Aerospace Electronics leading the gains [1] - The Shanghai Composite Index closed at 3647.55, up 0.34%, while the Shenzhen Component Index closed at 11291.43, up 1.46% [1] Stock Performance - Key stocks in the aerospace equipment sector showed varied performance, with Aerospace Electronics (600879) closing at 11.68, up 3.18% on a trading volume of 2.6077 million shares and a transaction value of 30.37 million yuan [1] - Other notable performers included: - Rigong Navigation (688282) at 53.57, up 2.96% with a transaction value of 48.44 million yuan [1] - Aerospace Huanyu (688523) at 26.39, up 2.25% with a transaction value of 350 million yuan [1] - Newyu Guoke (300722) at 39.78, up 0.66% with a transaction value of 427 million yuan [1] Fund Flow Analysis - The aerospace equipment sector experienced a net outflow of 40.0333 million yuan from institutional investors and 96.76 million yuan from retail investors, while individual investors saw a net inflow of 137 million yuan [1] - Detailed fund flow for key stocks included: - Aerospace Electronics (600879) had a net inflow of 58.1141 million yuan from institutional investors, but a net outflow of 20.6243 million yuan from retail investors [2] - Aerospace Huanyu (688523) saw a net inflow of 12.2263 million yuan from institutional investors, with retail investors contributing a net inflow of 1.79502 million yuan [2] - Newyu Guoke (300722) had a net inflow of 7.6283 million yuan from institutional investors, while retail investors had a net inflow of 1.52048 million yuan [2]

Group 1 - The company Zhongtian Rocket announced the convening of its second extraordinary general meeting of shareholders for 2025 on August 8, 2025 [2] - The meeting approved the proposal to change the business scope and amend the company's articles of association [2]

证券代码：003009 证券简称：中天火箭 公告编号：2025-046 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、特别提示 （一）本次股东大会未出现否决提案的情形。 （二）本次股东大会不涉及变更以往股东大会已通过的决议。 二、会议召开和出席情况 （一）会议召开情况 通过深圳证券交易所交易系统投票的时间为：2025 年 8 月 8 日 9:15-9:25、 通过深圳证券交易所互联网投票系统投票的时间为：2025 年 8 月 8 日 9:15- 术股份有限公司 3 楼会议室。 本次会议的召开符合有关法律、行政法规、部门规章、规范性文件和公司章 程等的规定。 债券代码：127071 债券简称：天箭转债 陕西中天火箭技术股份有限公司 （二）股东出席总体情况 通过现场和网络投票的股东 194 人，代表股份 105,980,437 股，占公司有表 决权股份总数的 68.2012％。 其中：通过现场投票的股东 5 人，代表股份 72,162,843 股，占公司有表决 权股份总数的 46.4387％。 通过网络投票的股东 189 人，代表股份 33,817,594 ...

陕西海普睿诚律师事务所 关于陕西中天火箭技术股份有限公司 2025 年第二次临时股东大会的 法律意见书 致：陕西中天火箭技术股份有限公司 根据《中华人民共和国证券法》（下称"《证券法》"）《中华人民共和国 公司法》（下称"《公司法》"）《上市公司股东大会规则》等法律、行政法规、 部门规章、规范性文件和《陕西中天火箭技术股份有限公司章程》（下称"《公 司章程》"）的规定，陕西海普睿诚律师事务所（以下简称"本所"）接受陕西 中天火箭技术股份有限公司（下称"公司"）的委托，指派本所律师出席公司 2025 年第二次临时股东大会（下称"本次股东大会"），对公司本次股东大会 的召集、召开程序、出席会议人员资格、召集人的资格、表决程序、表决结果等 事项发表法律意见。 为出具本法律意见书，本所假设：公司已向本所披露一切足以影响本法律意 见书出具的事实并提供了本所为出具本法律意见书所要求公司提供的原始书面 材料、副本材料、复印材料、承诺函或证明，并无隐瞒记载、虚假陈述和重大遗 漏之处；公司提供给本所的文件和材料是真实、准确、完整和有效的，且文件材 料为副本或复印件的，其与原件一致和相符。 一并报送有关机构并公告。除此以外，未经 ...