Group 1 - The aerospace ETF Tianhong (159241) has seen a recent increase of 2.33%, rebounding after two touches of the 20-day moving average, with a trading volume of 240.35 million yuan [2] - The ETF has accumulated a 4.41% increase over the past month, ranking first among comparable funds [2] - In terms of net inflow, the ETF has attracted a total of 60.56 million yuan over the past five days, also leading among similar products [2] Group 2 - Shenzhen has released a plan to build a high-quality low-altitude infrastructure, aiming to establish itself as the "global low-altitude economy capital" by 2026, with an expected economic output of over 130 billion yuan [3] - The commercial aerospace sector is expected to continue being driven by satellite constellation construction and commercial launches, with a positive outlook for mid-term performance in satellite manufacturing [3] - The aerospace ETF is seen as an efficient way for ordinary investors to participate in the military industry investment [3] Group 3 - The aerospace ETF Tianhong (159241) closely tracks the National Aerospace and Aviation Industry Index, focusing on key areas such as aircraft and satellite industries [4] - The index has a high concentration of defense and military stocks, with 98.2% of its constituents belonging to the defense industry [5] - The index also has the highest exposure to drone-related companies in the market, making it a leader in this segment [6] Group 4 - The index covers the aerospace industry chain comprehensively, with over 69% weight in aerospace, aviation, and naval equipment [7] - The technology attributes of the index constituents are stronger, aligning with the trend of high-end development in the military and aerospace sectors [8] - Revenue growth expectations for the index in 2025 are projected to exceed those of traditional military indices [9]

Group 1 - The A-share market saw a collective decline on August 4, with the military industry sector performing strongly, showing resilience against the market downturn [1] - The Aerospace ETF (159227) recorded a rise of 1.31%, with key holdings such as Great Wall Military, Aerospace Electronics, and Zhenxin Technology increasing by over 7% [1] - The Russian Ministry of Defense reported significant military actions against Ukrainian infrastructure, highlighting the increasing importance of air power in modern warfare and the high technological barriers in the military industry [1] Group 2 - The Aerospace ETF (159227) tracks the National Aerospace Index, which has a strong military attribute, with 97.86% of the index comprising military-related sectors [1] - The weight of aerospace equipment in the ETF is 66.8%, significantly higher than that of the CSI Military and CSI National Defense indices, providing investors with an efficient way to capture core military aerospace opportunities [1] - Zhejiang Securities predicts that ongoing geopolitical conflicts will lead to a reassessment of the value of China's defense and military enterprises, as military exports gain practical validation in overseas conflicts [2]

Group 1 - The company, Zhenxin Technology, announced on August 1 that it has repurchased a total of 1,859,600 shares through a dedicated securities account via centralized bidding, which represents 0.3274% of the company's total share capital [2]

格隆汇8月1日丨振芯科技(300101.SZ)公布，截至2025年7月31日，公司通过股份回购专用证券账户以集 中竞价交易方式累计回购股份数量1,859,600股，占公司总股本的比例为0.3274%，最高成交价21.16元/ 股，最低成交价20.81元/股，成交总金额为38,993,139.00元（不含交易费用）。公司回购股份的实施符 合既定的回购方案及相关法律法规的规定。 ...

证券代码：300101 证券简称：振芯科技 公告编号：2025-049 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 core viewpoint of the reports indicates that the fund is focusing on high-end manufacturing and new productivity sectors, particularly in areas such as power equipment, new energy, computers, electronics, machinery, military industry, and "Internet + AI" [1][2] - As of June 30, the fund's stock position reached 93.27%, with a slight increase from the previous quarter, and Hong Kong stocks accounted for 29.13% of the portfolio [1] - The top ten holdings of the fund are highly concentrated, with the largest positions being Keda Li (9.26%), CATL (9.24%), Tencent Holdings (9.18%), Meituan-W (6.82%), and others, collectively representing 67.64% of the net asset value [1] Group 2 - Positive signals have emerged in certain sectors, particularly in new energy and military industries, indicating signs of recovery [2] - The fund will continue to optimize its portfolio structure, focusing on leading internet companies in the AI sector, as well as computers, electronics, machinery, and high-end manufacturing areas that may experience a turnaround [2]

而低轨星座计划的蓬勃发展，北斗技术的逐步突破，自主高精度定位及时空数据产业具备较为完善的基 础设施，或将进入商业化发展阶段。"星网+北斗"将构成时空数据要素基准技术支撑体系。 公司方面，其表示包括： 据环球时报报道，伊朗正制定一项定位服务迁移计划，逐步将交通导航、农业监测、物联网等关键领域 的定位系统从GPS迁移至中国北斗导航系统。"北斗系统不仅架构先进、定位精度高，尤其在亚洲地区 具备显著的覆盖优势，而且其控制权由中国自主掌握，而非受控于美国。"伊朗高官说道。 《2025中国卫星导航与位置服务产业发展白皮书》显示，北斗作为联合国认可的全球卫星导航系统核心 供应商，签署了中俄、中巴、中阿、中沙、中白等合作文件，全面进入民航、海事、移动通信等11个国 际组织的标准体系，持续扩大北斗国际"朋友圈"，产品出口140余个国家和地区，在尼日利亚、突尼斯 等30多个非洲国家建设北斗CORS站，为当地国土测绘、水利、交通、农业、林业、采矿、车辆管理、 气象监测等多个领域提供高精度位置服务。 方正证券分析称，随着北斗建设"三步走"持续推进，北斗规模应用已进入市场化、产业化、国际化发展 关键阶段。"通、导、遥"三位一体，新一代 ...

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 ...