北京华力创通科技股份有限公司 简式权益变动报告书 上市公司名称：北京华力创通科技股份有限公司 股票上市地点：深圳证券交易所 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信 息披露义务人公司章程或内部规则中的任何条款，或与之相冲突。 股票简称：华力创通 股票代码：300045 信息披露义务人：王琦 通讯地址：北京市海淀区东北旺西路 8 号院乙 18 号楼 股份变动性质：股份减少 签署日期：2025 年 12 月 2 日 1 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》《公 开发行证券的公司信息披露内容与格式准则第 15 号———权益变动报告书》及 相关法律、法规和规范性文件编写。 第一节 释义 本报告书中，除非文意另有所指，下列简称具有如下特定含义： | 本报告书、简式权益变动 | 指 | 北京华力创通科技股份有限公司简式权益变动报 | | --- | --- | --- | | 报告书 | | 告书 | | 华力创通、公司、本公司 | 指 | 北京华力创通科技股份有限公司 | | 信息披露义务人 | 指 | 王琦 | | 本次权益变动 | 指 ...

证券代码：300045 证券简称：华力创通 公告编号：2025-068 北京华力创通科技股份有限公司 关于公司董事、持股5%以上股东减持股份变动 触及5%整数倍及减持计划期限届满暨实施结果的公告 王琦先生减持股份来源为公司首次公开发行前已发行的股份（含该等股份 首次公开发行后因资本公积金转增股本而相应增加的股份）及通过公司实施股 权激励获得的股份（含该等股份因资本公积金转增股本而相应增加的股份）。 公司董事、持股5%以上的股东王琦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。 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。 北京华力创通科技股份有限公司（以下简称"公司"）于2025年8月11日披 露了《关于公司董事、持股5%以上股东减持股份的预披露公告》（公告编号： 2025-043）。公司董事、持股5%以上股东王琦先生计划在上述公告披露之日起 15个交易日后的三个月内以集中竞价或大宗交易的方式减持公司股份不超过 19,880,257股，即不超过公司总股本的3.0000%。 公司近日收到王琦先生出具的《关于股东权益变动触及5%整数倍暨减持股 份计划时 ...

Core Insights - The aerospace ETF Tianhong (159241) has shown active trading with a turnover of 16.55% and a transaction volume of 89.89 million yuan, reflecting strong market interest [1] - The CN5082 index, which tracks the aerospace industry, has risen by 1.95%, marking three consecutive days of gains, with notable increases in stocks such as Guangqi Technology (10.01%) and Aerospace Development (9.99%) [1] - The establishment of the Commercial Space Administration by the National Space Administration signifies a new phase of standardized development in China's commercial aerospace market, projected to reach a market size of 2.8 trillion yuan by 2025 [2] Product Highlights - The aerospace ETF Tianhong (159241) tracks the CN5082 index, which covers the aerospace industry chain, with over 68% weight in aerospace and aviation equipment, making it the highest "aerospace content" military index in the market [1] - The top ten holdings include major state-owned enterprises like Aero Engine Corporation of China and AVIC, providing both stability from core assets and growth potential from smaller market cap companies [1] Key Events - The successful launch of the Long March 7 modified rocket on November 30, which successfully placed the Shijian-28 satellite into orbit, marks the 611th flight of the Long March series [1] - The establishment of the Commercial Space Administration aims to enhance the efficiency of launch approvals and licensing, promoting the standardized and scaled development of the industry [2] - The action plan for promoting high-quality and safe development in commercial aerospace outlines four core goals, including support for low-cost technologies and the establishment of a national fund to optimize the industry ecosystem [2]

Core Insights - The establishment of a dedicated Commercial Space Administration by the National Space Administration marks a significant step for China's commercial space industry, indicating a move towards specialized regulatory oversight and high-quality development in the sector [1] - China's commercial space industry has seen substantial growth, with over 600 companies currently operating, driven by policy support, technological advancements, and market demand [1] Industry Performance - As of December 1, 2025, the Zhongzheng General Aviation Theme Index (931855) has risen by 2.11%, with notable increases in constituent stocks such as Leike Defense (10.05%), Guangqi Technology (10.01%), and Huali Chuangtong (5.66%) [1] - The General Aviation ETF (561660) has also seen a 2.11% increase, reflecting a strong performance in the general aviation sector [1] Index Composition - The top ten weighted stocks in the Zhongzheng General Aviation Theme Index account for 40.68% of the index, including companies like Aerospace Electronics (3.37%), Haige Communication (2.33%), and China Satellite Communications (2.99%) [2][3] - The index comprises 50 listed companies involved in various aspects of general aviation, including manufacturing, infrastructure, and operations, providing a comprehensive view of the sector's performance [1]

Core Insights - The commercial aerospace sector is experiencing renewed activity, with the Aerospace ETF (159227) rising by 0.99% and achieving a trading volume of 1.79 billion yuan, making it the top performer in its category [1] - The Aerospace ETF has seen a net inflow for three consecutive days, totaling 1.19 billion yuan, reaching a new high of 20.84 billion yuan, making it the largest aerospace-themed ETF in the market [1] - A meeting on the construction of a space data center was held in Beijing on November 27, focusing on key issues and accelerating the development of the Beijing Space Data Center [1] Industry Developments - The commercial aerospace sector is benefiting from multiple favorable policies, including the issuance of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)" by the National Space Administration, which aims to achieve efficient collaboration and significant growth in the industry ecosystem by 2027 [1] - The Aerospace ETF closely tracks the National Aerospace Index, with a high concentration of 98.2% in the military industry, making it the highest purity military index in the market [1] - The ETF covers critical industry chain segments such as aerospace equipment, satellite navigation, and new materials, with a significant focus on emerging fields like large aircraft manufacturing, low-altitude economy, and commercial aerospace, where the commercial aerospace concept accounts for 54% of its weight [1]

Core Viewpoint - The A-share satellite internet concept stocks experienced a surge, with companies like Leike Defense, Putian Technology, and Tongyu Communication hitting the daily limit up, indicating strong market interest in the sector [1]. Group 1: Market Performance - A-share satellite internet stocks saw significant gains, with Leike Defense rising by 10.06% to 7.66, Putian Technology increasing by 10% to 28.05, and Tongyu Communication up by 9.99% to 23.78 [2]. - Other notable performers included Yaguang Technology (+10.91% to 7.32), Tianyin Electromechanical (+4.53% to 19.40), and Jinxin Nuo (+4.21% to 13.12) [2]. Group 2: Industry Developments - Beijing plans to construct a large-scale data center system in low Earth orbit (700-800 km) with over 1 GW power capacity to support AI computing in space, addressing limitations faced by terrestrial data centers [5]. - The project will be executed in three phases, focusing on technological breakthroughs and cost reductions, with the goal of establishing a large-scale space data center by 2035 [5]. - The rapid growth of AI is driving demand for computing power, and space deployment is seen as a viable solution to overcome energy and cooling challenges faced by ground-based data centers [5]. Group 3: Future Outlook - Elon Musk's vision includes launching 100 GW of solar-powered AI satellites annually, emphasizing the importance of space for energy acquisition and cost-effective AI operations [6]. - The commercial space market is projected to exceed $700 billion globally by 2025, with China's market expected to reach 2.8 trillion yuan, highlighting significant growth potential in satellite manufacturing, rocket manufacturing, and related services [7].

Group 1 - Satellite concept stocks have strengthened, with Huazhong Chuangtong rising over 4%, Zhenxin Technology up over 3%, and Aerospace Electronics, China Satellite, and Longsheng Technology each increasing over 2% [1] - Satellite-related ETFs have risen approximately 2% due to market influences [1] Group 2 - Several ETFs related to satellites have shown positive performance, with the main satellite ETF (code: 159206) at a price of 1.194, up 2.23%, and the E Fund satellite ETF (code: 563530) at 0.996, up 1.94% [2] - Analysts indicate that as the "space power" initiative enters the implementation phase, more supportive policies for the aerospace industry are expected, directing more resources towards this sector [2] - Space infrastructure and applications, represented by rockets and satellites, are anticipated to become key development areas under the "space power" strategy [2]

Core Viewpoint - The commercial aerospace sector in the A-share market has shown significant activity, driven by the National Space Administration's recent action plan for high-quality and safe development in commercial aerospace from 2025 to 2027, which aims to enhance the industry's overall layout and achieve substantial growth and innovation [1] Summary by Category Market Activity - The commercial aerospace stocks experienced notable increases, with Qianzhao Optoelectronics rising over 19%, Xinle Energy up over 11%, and Shunhao Co. and Tongyu Communication hitting the 10% limit up [1] - Other companies such as Yaguang Technology and Tianrun Technology saw increases of over 6%, while Huali Chuantong and Aerospace Hongtu rose over 5% [1] Company Performance - Qianzhao Optoelectronics: Increased by 19.57%, with a total market value of 17.5 billion and a year-to-date increase of 84.10% [2] - Xinle Energy: Increased by 11.62%, with a market value of 14.5 billion and a year-to-date increase of 138.48% [2] - Shunhao Co.: Increased by 10.00%, with a market value of 8.512 billion and a year-to-date increase of 166.22% [2] - Tongyu Communication: Increased by 9.99%, with a market value of 12.5 billion and a year-to-date increase of 60.03% [2] - Other notable performers include Yaguang Technology (6.67%), Tianrun Technology (6.74%), Huali Chuantong (5.56%), and Aerospace Hongtu (5.10%) [2]

Core Points - The company announced that a major shareholder, Mr. Wang Qi, plans to reduce his shareholding by up to 19,880,257 shares, which represents 3.0000% of the total share capital [1] - From September 2, 2025, to November 25, 2025, Mr. Wang Qi has already reduced his holdings by 5,983,300 shares, accounting for 0.9029% of the total share capital [1] - Following this reduction, Mr. Wang Qi's shareholding decreased from 85,498,664 shares to 79,515,364 shares, lowering his ownership percentage from 12.9020% to 11.9991% [1]

Core Viewpoint - Wang Qi has reduced his shareholding in Huali Chuantong (300045.SZ) by 5,983,300 shares, representing 0.9029% of the company's total equity, which has triggered a change in shareholder equity that touches the 1% integer multiple threshold [1] Summary by Sections - Shareholding Reduction - Wang Qi's shareholding decreased from 85,498,664 shares to 79,515,364 shares [1] - The percentage of total shareholding dropped from 12.9020% to 11.9991% [1] - The reduction occurred between September 2, 2025, and November 25, 2025, through centralized bidding and block trading [1]