Core Viewpoint - The company is actively progressing in the development of the Yulong 910 chip, with further updates to be provided through official announcements [1] Group 1 - The Yulong 910 chip development is ongoing, indicating the company's commitment to advancing its technology [1]

Core Viewpoint - The commercial space industry in China is experiencing rapid growth, supported by national policies, with a market size projected to reach approximately 7,133.2 billion yuan in 2024, driven by increased launch activities and advancements in satellite applications [2][8]. Group 1: Definition and Main Business of Commercial Space Industry - The commercial space industry refers to the sector that provides space products and services through market-oriented approaches, including rocket launches, satellite applications, and space tourism [3][4]. - Unlike traditional government-led space projects, commercial space emphasizes private sector participation, cost-effectiveness, and sustainable business ecosystems, marking a shift from planned to market economies in space activities [4]. Group 2: Current Development Status of the Commercial Space Industry - The commercial space sector in China is becoming increasingly active, with 68 rocket launches and 66 successful orbital insertions in 2024, achieving a success rate of 97% [6][8]. - The market size of the commercial space industry in China has been growing rapidly, with a reported size of 6,582.2 billion yuan in 2023 and an expected increase to 7,810.4 billion yuan by 2025 [8]. - The commercial remote sensing satellite sector is identified as a strategic emerging industry that contributes significantly to economic growth and daily applications, positioning itself as a key area in global space competition [8]. Group 3: Future Prospects and Opportunities - The commercial space industry is anticipated to reach a mature phase by the end of the 14th Five-Year Plan or during the 15th Five-Year Plan, indicating a historic development opportunity for the industry chain [2]. - The launch of new rocket models, such as the Long March 8 and others, is expected to further enhance China's launch capabilities and increase the number of launches in 2025 [6].

公司股东颜军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。 珠海航宇微科技股份有限公司（以下简称"公司"）于 2025 年 5 月 6 日披露 了《关于股东减持股份计划的预披露公告》（公告编号：2025-021），公司持股 5%以上股东暨公司名誉董事长、首席科学家颜军先生自减持计划披露之日起十 五个交易日后的三个月内以集中竞价或大宗交易等方式，减持公司股份不超过 15,350,000 股（占公司总股本比例为 2.20%）。 公司于近日收到股东颜军先生出具的《关于股份减持进展情况的告知函》， 获悉公司股东颜军先生于 2025 年 5 月 29 日通过盘后固定价格交易（视同竞价交 易）的方式减持公司股份 1,000,000 股，占公司总股本比例为 0.14%；通过大宗 交易的方式减持公司股份 10,300,000 股，占公司总股本比例为 1.48%，因本次减 持至其持股比例变动触及 1%的整数倍，现将有关情况公告如下： | 1.基本情况 | | | --- | --- | | 信息披露义务人 | 颜军 | ...

Core Viewpoint - The satellite ETF (159206) is experiencing significant activity, driven by the recent announcement from the FCC to expand satellite communication frequency spectrum, which is expected to enhance the satellite communication industry and stimulate competition [1][2][3]. Group 1: Market Activity - As of May 29, the satellite ETF (159206) rose by 1.52% in early trading, with key component stocks such as Xinyisheng increasing by over 5% [1]. - The top-performing stocks within the ETF include: - Xinyisheng: +5.85%, trading volume of 30.34 million, market cap of 26.72 billion - Hangyuwei: +4.44%, trading volume of 15.80 million, market cap of 1.96 billion - Zhongji Xuchuang: +4.20%, trading volume of 21.36 million, market cap of 20.35 billion - Xinyu Communication: +3.94%, trading volume of 12.19 million, market cap of 2.68 billion - Shanghai Huanxun: +3.54%, trading volume of 9.87 million, market cap of 2.09 billion [2]. Group 2: Industry Developments - The FCC plans to release over 20,000 MHz of frequency resources to support the development of low Earth orbit (LEO) satellites and next-generation satellite broadband services, addressing the spectrum shortage faced by the commercial space and satellite internet sectors [3]. - Recent advancements in ground communication technology have achieved a record communication speed of 2100 Mbps in the X-band, marking a 75% increase in microwave communication code rate [3]. - The satellite internet sector is rapidly evolving, with regular satellite launches increasing communication capacity and reducing latency, paving the way for applications like direct satellite connections for mobile broadband and intelligent driving systems [3]. Group 3: Future Outlook - The satellite communication industry is positioned as a foundational technology for the development of 6G, vehicle networking, and the Internet of Things (IoT) [3]. - The Chinese satellite industry is expected to enter a phase of mass satellite deployment by 2025, with both state-owned and private enterprises collaborating on low-cost satellite manufacturing [3].

Industry Overview - Remote sensing satellites are defined as application satellites that utilize sensors onboard to detect the Earth's surface and lower atmosphere for information gathering. They can operate in orbit for several years and cover specified areas continuously when in geosynchronous orbit [1][2]. - The remote sensing satellite system consists of two main components: the satellite platform and the payload system, which includes various subsystems such as power units, antennas, and control electronics [1]. Industry Chain Analysis - The upstream of the commercial remote sensing satellite industry includes satellite manufacturing, launch services, and ground equipment manufacturing. Manufacturing involves materials, chips, and propulsion systems, while launch services cover rocket development and delivery [5][6]. - The midstream consists of commercial remote sensing satellite operations, primarily involving ground operators and data operators who sell data products and provide service solutions [6][8]. - The downstream application areas are divided into B-end (government and enterprises) and C-end (consumers), with various information products and services distributed to users [6][8]. Industry Development History - The Chinese commercial remote sensing satellite industry has evolved from non-existence to a significant presence, driven by policy support since 2014. The establishment of companies like Changguang Satellite Technology marked the beginning of commercial remote sensing in China [10][11]. - The period from 2015 to 2019 saw rapid development, with the emergence of private companies and significant projects like the "Beijing No. 2" satellite [11]. - Since 2020, the industry has entered a phase of large-scale commercialization, with numerous companies announcing satellite constellation and launch plans [11]. Industry Policy Background - The importance of satellite remote sensing has been emphasized in national strategies, with various supportive policies introduced to promote the industry and its applications [15][16]. Current Industry Status - China has seen a significant increase in remote sensing satellite launches, with 105 satellites launched in 2022, surpassing the US for the first time. In 2023, over 160 satellites were successfully launched [19][22]. - By the end of 2023, China had more than 323 commercial remote sensing satellites in orbit, with a diverse range of data types and enhanced capabilities [22][27]. Commercial Remote Sensing Satellite Market - The market for commercial remote sensing satellites in China has been steadily growing, driven by policy support, technological advancements, and diverse market demands. The industry scale exceeded 270 billion yuan in 2023, with direct benefits surpassing 50 billion yuan [26][27]. - The commercial operation models include self-owned satellite operators who develop and launch their satellites and those who purchase data for processing and resale [23][26]. Competitive Landscape - The commercial remote sensing satellite industry features a mix of cooperation and competition among companies. The competitive landscape is dynamic, influenced by manufacturing cycles, application demands, and market evaluations [28][29]. - The first tier of competition includes leading companies with comprehensive capabilities across the industry chain, while the second and third tiers focus on specific operational models and data services [28][29]. Future Industry Trends - The market for remote sensing satellites is expected to grow at around 10% annually, potentially exceeding 37.2 billion yuan by 2030, driven by increasing applications in various sectors [32][35]. - Future trends include technological innovations in satellite miniaturization, high-resolution imaging, and AI data processing, alongside expanding applications in agriculture, environmental monitoring, and disaster management [35].

国浩律师（深圳）事务所 关于 珠海航宇微科技股份有限公司 2024 年度股东大会 的 法律意见书 深圳市深南大道 6008 号特区报业大厦 42/41/31/24 层 邮编：518034 42/41/31/24/F, Special Zone Press Tower, 6008 Shennan Avenue, Shenzhen, Guangdong Province 518034, China 电话/Tel: (+86)(755) 8351 5666 传真/Fax: (+86)(755) 8351 5333 网址/Website: http://www.grandall.com.cn 2025 年 5 月 国浩律师（深圳）事务所 关于珠海航宇微科技股份有限公司 2024 年度股东大会的 法律意见书 编号：GLG/SZ/A1664/FY/2025-564 致：珠海航宇微科技股份有限公司 国浩律师（深圳）事务所（以下简称"本所"）接受珠海航宇微科技股份有限 公司（以下简称"公司"）委托，指派本所律师（以下简称"本所律师"）出席公司 2024 年度股东大会（以下简称"本次股东大会"）。本所律师根据《中华人民共和 国 ...

证券代码：300053 证券简称：航宇微 公告编号：2025-023 珠海航宇微科技股份有限公司 2024 年度股东大会决议公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1．本次股东大会无增加、变更、否决提案的情况。 2．本次股东大会不涉及变更以往股东大会已通过的决议。 3. 本次股东大会以现场投票和网络投票相结合的方式召开，中小投资者 单独计票。 现场会议召开时间为 2025 年 5 月 20 日（星期二）15:00，召开地点为珠海 市唐家东岸白沙路 1 号欧比特科技园研发楼一楼会议室。网络投票日期和时间： 2025 年 5 月 20 日。其中，通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 5 月 20 日上午 9:15-9:25、9:30-11:30，下午 13:00-15:00；通过深圳证券 交易所互联网系统投票的具体时间为 2025 年 5 月 20 日 9:15-15:00 期间的任意时 间。 本次股东大会由公司董事会召集，董事长周伟先生主持，公司董事、监事和 高级管理人员、公司聘请的见证律师等相关人士出席了本次会议。会 ...

证券代码：300053 证券简称：航宇微 公告编号：2025-022 珠海航宇微科技股份有限公司 关于公司独立董事辞职的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 珠海航宇微科技股份有限公司（以下简称"公司"）董事会于近日收到独立 董事符锦先生的书面辞职报告，符锦先生因个人原因申请辞去公司第六届董事会 独立董事职务，同时辞去第六届董事会战略发展委员会、提名委员会、审计委员 会委员职务。符锦先生原定任期至第六届董事会届满时止，辞职后符锦先生不再 担任公司任何职务。 鉴于符锦先生的辞职将导致公司董事会及专门委员会中独立董事所占比例 不符合法律法规及公司章程的规定，根据《中华人民共和国公司法》《上市公司 独立董事管理办法》《深圳证券交易所上市公司自律监管指引第 2 号——创业 板上市公司规范运作》及公司章程等有关规定，其辞职报告将在公司股东大会产 生新任独立董事后生效。在此之前，符锦先生仍将按照相关法律法规和公司章程 的规定继续履行独立董事及董事会下属专门委员会中的相关职责。公司董事会将 按照法定程序尽快完成独立董事的补选工作。 特此公告。 珠海航宇微科技股份有 ...

Group 1: Policy Support - The People's Bank of China and other regulatory bodies have issued opinions to encourage financial institutions to support marine industries, commercial aerospace, and unmanned industries under compliant and risk-controlled conditions [1] - Local governments, including Beijing and Shanghai, have introduced specific action plans to promote the development of the commercial aerospace sector [2] Group 2: Market Growth - The commercial aerospace industry in China is projected to grow from a value of 1 trillion yuan in 2020 to 2.3 trillion yuan by 2024, with a compound annual growth rate of 22.9% [3] - The industry is expected to reach a value of 2.8 trillion yuan by 2025 [3] Group 3: Company Developments - Companies in the commercial aerospace sector are actively disclosing their latest developments, such as Zhuhai Hangyu Micro Technology's AI chip being used in commercial satellites [4] - Shaanxi Zhongtian Rocket has indicated plans to strengthen cooperation with commercial aerospace companies [4] - Beijing Aerospace Shenzhou Intelligent Equipment Technology is providing various aerospace products to commercial aerospace enterprises [4] Group 4: Strategic Focus - Companies are advised to focus on three dimensions: technology, capital, and ecosystem to support the healthy development of the commercial aerospace industry [5] - Emphasis is placed on mastering core technologies in areas like rocket reuse and satellite mass production, while also integrating resources through capital market advantages [5]

Group 1: Investment Progress and Goals - The company has adjusted the investment progress of the "Zhuhai No. 1" remote sensing micro-nano satellite constellation project, extending the construction period to June 30, 2026 [1] - In 2025, the company aims to focus on the national strategy of "self-control" and "new quality productivity," leveraging opportunities from the Guangdong-Hong Kong-Macao Greater Bay Area [2] - The company plans to enhance its core business competitiveness in aerospace electronics, satellite big data, and artificial intelligence [2] Group 2: Product Structure and Application Areas - The company primarily engages in the research and production of aerospace electronics, micro-nano satellite constellations, satellite big data, and artificial intelligence technologies [3] - Key application areas include aerospace, geographic information, national resources, agriculture, environmental protection, transportation, smart cities, and digital government [2] Group 3: Research and Development Progress - The self-developed Yulong 410/810 AI chips have achieved various functionalities, breaking the import restrictions on high-end AI chips [4] - The Yulong 910 chip's product definition and core IP verification were completed in 2024, with ongoing efforts to advance subsequent work [4] - The company is actively promoting the application of its on-orbit intelligent processing system and has successfully integrated the Yulong 810 chip into commercial satellites [4] Group 4: Market Strategy and Future Plans - The company will implement a regional headquarters strategy to deepen domestic market layout and optimize resource allocation [2] - Future efforts will focus on enhancing investor relations management and shareholder return initiatives [2] - The company acknowledges the need to strengthen data analysis and processing capabilities in response to market demands [4]