Group 1 - Iran is planning to migrate its positioning services from GPS to China's BeiDou navigation system, emphasizing its advanced architecture and high positioning accuracy, particularly in Asia [1] - The BeiDou system has been recognized as a core global satellite navigation system by the United Nations, with extensive international cooperation agreements and product exports to over 140 countries [1] - The development of BeiDou is entering a critical phase of marketization, industrialization, and internationalization, supported by a three-step construction plan [1][2] Group 2 - The low Earth orbit satellite constellation plan is progressing, with BeiDou technology making breakthroughs and establishing a solid infrastructure for high-precision positioning and spatiotemporal data industries [2] - The "Star Network + BeiDou" framework is expected to form a benchmark technical support system for spatiotemporal data elements [2] Group 3 - Companies involved in BeiDou high-precision navigation chips include Haige Communication, BeiDou Star, and Zhenxin Technology [3] - High-precision time synchronization is provided by Tianao Electronics, while various companies are engaged in boards/terminals and spatiotemporal applications [3]

Group 1 - The first International Low Altitude Economy Expo recently opened in Shanghai, featuring nearly 300 leading companies and showcasing 19 global and 25 national product launches [1] - A significant procurement agreement was signed between Volant Aviation and Thailand's Pan Pacific Company for 500 eVTOL aircraft, amounting to $1.75 billion, marking the largest international order for high-grade passenger eVTOLs in China to date [1] - The general aviation sector is expected to accelerate from concept to reality, supported by policy, technology, and market dynamics, with the upcoming Guangda National Index General Aviation Fund anticipated to be an effective investment tool for investors [1] Group 2 - The low altitude economy has been included in government work reports for two consecutive years, with a clear roadmap established by the Ministry of Industry and Information Technology to achieve a trillion-level market by 2030 [2] - Over 25 provinces and cities have incorporated low altitude economy initiatives into their government reports, with more than 24 low altitude economy industry funds established [2] - The low altitude economy in China reached 505.95 billion yuan by the end of 2023, with projections to exceed one trillion yuan by 2026 and 3.5 trillion yuan by 2035 [2] Group 3 - The development trajectory of the general aviation industry is highly similar to that of the new energy vehicle industry a decade ago, with both being included in the strategic emerging industries category [4] - eVTOL technology shares about 70% of its core components with new energy vehicle technology, indicating a strong technological overlap [4] Group 4 - The National General Aviation Industry Index has shown an average increase of 560.96% since its inception, highlighting the high growth potential of the sector [5][7] - The index consists of 50 securities related to materials, infrastructure, aircraft manufacturing, and operational services within the general aviation industry [5] Group 5 - The top ten constituents of the National General Aviation Index are predominantly large companies with high technological barriers, indicating strong growth potential [7] - The index's constituents have an aggregate weight of 52.87% in low altitude economy-related enterprises, closely tied to this technological wave [9] Group 6 - The low altitude economy is transitioning from conceptual exploration to large-scale application, with various industries benefiting from its implementation [10] - By 2027, urban low altitude logistics is expected to operate on a large scale, with "air taxis" potentially becoming a new commuting option by 2030 [10] - The use of drones in agriculture has significantly increased efficiency, allowing for extensive monitoring and application of agricultural practices [10] Group 7 - The integration of general aviation into transportation logistics, major engineering, and public services is expected to release substantial economic value and social benefits [11] - The Guangda National Index General Aviation Fund aims to help investors capitalize on the investment opportunities arising from the development of the low altitude economy [11]

Group 1 - Zhenxin Technology has experienced a continuous decline for five trading days, with a cumulative drop of -4.53% [1] - Chengdu Zhenxin Technology Co., Ltd. is a national high-tech enterprise established in June 2003 and successfully listed on the Shenzhen Growth Enterprise Market in August 2010 (stock code: 300101) [1] - Bosera Fund's Bosera Military Industry Theme Stock A is among the top ten shareholders of Zhenxin Technology, maintaining its position in the second quarter of this year [1] Group 2 - The fund manager of Bosera Military Industry Theme Stock A is Zeng Peng, who has been with Bosera Fund since 2012 and has held various positions including investment manager and director of equity investment [4][5] - Zeng Peng has managed multiple funds, including Bosera New Emerging Growth Mixed Fund and Bosera Semiconductor Theme Mixed Fund, with a cumulative management experience of over 12 years [5] - As of now, Bosera Military Industry Theme Stock A has a year-to-date return of 22.90%, ranking 140 out of 769 in its category [1]

证券代码：300101 证券简称：振芯科技 公告编号：2025-048 成都振芯科技股份有限公司 关于股份回购进展的公告 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。 成都振芯科技股份有限公司（以下简称"公司"）于 2024 年 11 月 8 日召开 第六届董事会第四次临时会议和第六届监事会第四次临时会议，审议通过《关于 回购公司股份方案的议案》，公司拟使用自有资金及股票回购专项贷款以集中竞 价交易方式回购公司股份，用于员工持股计划及/或股权激励。本次回购总金额不 低于人民币 3,600 万元且不超过人民币 7,200 万元，回购价格不超过 26.97 元/股。 回购股份实施期限自董事会审议通过本次回购股份方案之日起不超过十二个月。 具体内容详见公司于 2024 年 11 月 11 日在巨潮资讯网披露的《关于回购公司股份 方案暨取得回购公司股份融资支持的公告》《回购报告书》（公告编号：2024-077、 2024-078）。因公司 2024 年年度权益分派已实施完毕，根据公司回购股份方案， 本次回购股份的价格由不超过 26.97 元/股调整至不超过 26.8 ...

Group 1 - The company, Zhenxin Technology (300101), announced its first share buyback on June 19, 2025, through a centralized bidding transaction [1] - A total of 1.8596 million shares were repurchased, accounting for 0.3274% of the total share capital [1] - The highest transaction price was 21.16 CNY per share, while the lowest was 20.81 CNY per share, with a total transaction amount of 38.9931 million CNY [1] Group 2 - The funds for the share buyback came from the company's own funds and a special loan for repurchasing shares [1] - The buyback is in compliance with the company's share repurchase plan and relevant laws and regulations [1]

证券代码：300101 证券简称：振芯科技 公告编号：2025-047 成都振芯科技股份有限公司 关于首次回购公司股份的公告 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。 本次回购股份资金来源为公司自有资金及回购股票专项贷款资金。本次回购 符合公司回购股份方案及相关法律法规的规定。 二、其他说明 （一）公司首次回购股份的时间、回购股份数量、回购股份价格及集中竞价 交易的委托时段符合《回购规则》《指引第 9 号》及公司回购股份方案的要求， 具体如下： 1、公司未在下列期间内回购公司股份： （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项发 生之日或者在决策过程中，至依法披露之日内； （2）中国证监会和深圳证券交易所规定的其他情形。 成都振芯科技股份有限公司（以下简称"公司"）于 2024 年 11 月 8 日召开 第六届董事会第四次临时会议和第六届监事会第四次临时会议，审议通过《关于 回购公司股份方案的议案》，公司拟使用自有资金及股票回购专项贷款以集中竞 价交易方式回购公司股份，用于员工持股计划及/或股权激励。本次回购总金额不 低于人民币 3 ...

一、变更后工商登记基本情况 二、备查文件 1 证券代码：300101 证券简称：振芯科技 公告编号：2025-046 成都振芯科技股份有限公司 关于控股子公司变更名称、经营范围暨完成工商变更登记的 公告 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。 基于企业经营发展及业务调整需要，成都振芯科技股份有限公司控股子公司 成都新橙北斗智联有限公司对其企业名称和经营范围进行了变更，并完成了相关 工商变更登记手续，取得了成都高新技术产业开发区市场监督管理局换发的《营 业执照》。现将具体情况公告如下： | 名称 | 成都国弘天启智能科技有限公司 | | --- | --- | | 统一社会信用代码 | 91510100350522386H | | 类型 | 其他有限责任公司 | | 法定代表人 | 杨章 | | 注册资本 | 12,960 万元 | | 成立日期 | 2015 年 7 月 24 日 | | 住所 | 成都高新区高朋大道 1 号 | | 经营范围 | 一般项目：软件开发；人工智能应用软件开发；人工智能基础软件开 | | | 发；人工智能行业应用系统集成服务 ...

证券代码：300101 证券简称：振芯科技 公告编号：2025-044 成都振芯科技股份有限公司 2024 年年度权益分派实施公告 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。 特别提示： 1、成都振芯科技股份有限公司（以下简称"公司"或"本公司"）2024 年年 度权益分派方案为：以公司现有总股本剔除已回购股份 3,192,000 股后的 564,713,700 股为基数，向全体股东每 10 股派 0.735 元（含税），不进行资本公积 转增股本，亦不派发股票股利。 2、本次实施权益分派后，按公司总股本折算的每 10 股现金分红以及据此计 算的除权除息参考价相关参数和公示如下： 公司 2024 年年度权益分派方案已获 2025 年 4 月 22 日召开的 2024 年年度股 东大会审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案等情况 1 1、公司 2024 年年度股东大会审议通过的 2024 年度利润分配方案如下：以实 施 2024 年度利润分配方案时股权登记日的总股本为基数（扣除回购账户中股份）， 按每 10 股派发现金红利 0. ...

证券代码：300101 证券简称：振芯科技 公告编号：2025-045 成都振芯科技股份有限公司 关于 2024 年年度权益分派实施后调整回购股份 价格上限的公告 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。 重要内容提示： 1、调整前回购股份价格上限：不超过人民币 26.97 元/股 2、调整后回购股份价格上限：不超过人民币 26.89 元/股 3、回购股份价格上限调整生效日期：2025 年 6 月 18 日（权益分派除权除息 日） 一、回购股份的基本情况 成都振芯科技股份有限公司（以下简称"公司"）于 2024 年 11 月 8 日召开 第六届董事会第四次临时会议和第六届监事会第四次临时会议，审议通过《关于 回购公司股份方案的议案》，公司拟使用自有资金及股票回购专项贷款以集中竞 价交易方式回购公司股份，用于员工持股计划及/或股权激励。本次回购总金额不 低于人民币 3,600 万元且不超过人民币 7,200 万元，回购价格不超过 26.97 元/股。 回购股份实施期限自董事会审议通过本次回购股份方案之日起不超过十二个月。 具体内容详见公司于 2024 年 ...

Group 1 - The military industry sector experienced fluctuations on June 10, with the aerospace ETF Tianhong (159241) declining by 1.35% and a trading volume turnover rate of 4.53% indicating active trading [1] - Among the constituent stocks, Aerospace Morningstar rose over 2%, and Zhenxin Technology increased by over 1% [2] - The aerospace ETF Tianhong closely tracks the Guozheng Aerospace Index, which has over 99% weight in the defense and military industry, with the core sectors of aerospace and aviation equipment accounting for 73% of the index weight, focusing on key areas such as large aircraft development, low-altitude economy, and commercial aerospace [2] Group 2 - The latest model of the "Falcon" fighter jet has been revealed, designed for 21st-century combat environments, capable of carrying advanced beyond-visual-range air-to-air missiles and various precision-guided air-to-surface weapons, marking it as a high-cost-performance fighter jet successfully exported to multiple countries [2] - Northeast Securities indicates that the defense and military sector has long-term growth certainty, with disturbances in the military industry largely resolved, downstream demand showing signs of recovery, and the 2027 construction goals approaching, providing clear guidance for industry development [2] - With the recovery of demand and gradual optimization of production capacity structure, the defense and military sector is expected to see significant improvements, offering a high safety margin and long-term growth certainty [2]