证券代码：300342 证券简称：天银机电 公告编号：2025-038 常熟市天银机电股份有限公司 关于控股股东减持股份触及1%整数倍暨减持计划实施完成的公告 股东佛山市澜海瑞兴股权投资合伙企业（有限合伙）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。 注：本公告中若出现总数与各分项数值之和尾数不符的情况，均为四舍五入原因造成，下同。 二、本次减持计划实施完成的情况 1、股东减持股份情况 | 股东名称 | 减持方式 | | 减持日期 | | 减持均价 （元/股） | 减持数量 （股） | 占公司总股本 的比例（%） | | --- | --- | --- | --- | --- | --- | --- | --- | | 澜海瑞兴 | 集中竞价 大宗交易 | 2025 年 2025 年 2025 | 07 月 21 年 月 08 月 07 24 | 日至 日 07 日至 | 17.3004 17.0757 | 4,250,300 8,500,702 | 1.00 2.00 | | | | 2025 | 年 ...

Group 1 - The satellite industry is experiencing significant investment interest, with the satellite industry ETF (159218) seeing a net inflow of over 70 million yuan on August 28, 2023, and a net subscription of approximately 13 million shares during the morning session on August 29, 2023 [1] - Key stocks in the satellite sector include Huazhong Technology, which rose over 8%, China Satellite Communications, which increased over 5%, and Tianyin Electromechanical, which gained over 2% [1] - The satellite industry chain includes satellite manufacturing, launching, operation and services, and ground equipment manufacturing, forming a complete closed loop from spacecraft development to commercial application [2] Group 2 - The satellite manufacturing segment is the starting point of the industry chain, with communication payloads determining communication capabilities, and the value of this segment is expected to gradually increase [2] - The satellite launch segment is seeing a significant increase in launch frequency, with the interval between launches decreasing from one to two months to three to five days, indicating a rapid networking phase for China's satellite internet [2] - The satellite operation and ground equipment manufacturing segment provides communication and data services to users, relying on ground system construction, which includes hardware hub iteration and terminal construction [2] Group 3 - The global satellite industry revenue distribution shows that satellite operation services account for 38.67%, while ground equipment manufacturing constitutes 52.77%, indicating a trend towards service and application side value [3] - The Ministry of Industry and Information Technology issued guidelines to support the satellite communication industry, aiming to develop over 10 million satellite communication users by 2030 [3] - The market size of China's satellite internet is expected to reach nearly 100 billion yuan in the next five years, with the global satellite internet market projected to reach trillions by 2040 [4] Group 4 - The satellite industry ETF (159218) tracks the satellite industry index, covering various segments including satellite manufacturing, launching, and applications, with a near 7% weight in China Satellite [6] - The top ten component stocks of the satellite industry ETF include Aerospace Electronics (10.05%), Huace Navigation (7.62%), and China Satellite (6.75%) [7] - The satellite industry index has shown a strong performance, with a year-to-date increase of over 76% as of August 25, 2023 [8]

Summary of Key Points Core Viewpoint - Tianyin Electromechanical conducted two block trades on August 28, totaling 5.964 million shares and a transaction value of 105 million yuan, with a discount of 11.90% compared to the closing price of the day [2]. Trading Activity - The total transaction volume for the two block trades was 5.964 million shares, with a total transaction amount of 105 million yuan [2]. - The transaction price was 17.54 yuan, which reflects an 11.90% discount relative to the closing price of the day [2]. - Institutional proprietary seats were involved in one of the trades, with a total transaction amount of 102 million yuan and a net purchase of 102 million yuan [2]. Recent Trading Trends - Over the past three months, Tianyin Electromechanical has recorded a total of 16 block trades, amounting to 145 million yuan [2]. - The closing price on the day of the report was 19.91 yuan, showing an increase of 3.32% [2]. - The stock had a turnover rate of 17.48% and a total transaction value of 1.46 billion yuan for the day [2]. - The net inflow of main funds for the day was 23.86 million yuan, while the stock has seen a cumulative increase of 8.74% over the past five days, with a total net outflow of 13.80 million yuan [2]. Margin Financing Data - The latest margin financing balance for the stock was 572 million yuan, with an increase of 14.30 million yuan over the past five days, representing a growth rate of 2.56% [2].

Group 1 - The home appliance parts sector increased by 2.4% on August 28, with Haili Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] - Key stocks in the home appliance parts sector showed significant price increases, with Haili Co., Ltd. rising by 7.12% to a closing price of 24.06 [1] Group 2 - The home appliance parts sector experienced a net inflow of 117 million yuan from institutional investors, while retail investors saw a net inflow of 51.175 million yuan [2] - Major stocks like Sanhua Intelligent Control and Haili Co., Ltd. had varying net inflows and outflows from different investor types, indicating mixed investor sentiment [3] - Haili Co., Ltd. had a net inflow of 17.9 million yuan from institutional investors, but a net outflow of 31.6346 million yuan from retail investors [3]

Group 1 - The core transaction involved Tianyin Electromechanical, with a total of 114,100 shares traded on August 27, resulting in a transaction value of 2,001,300 yuan [1][2] - The transaction price was 17.54 yuan per share, which represents an 8.98% discount compared to the market closing price of 19.27 yuan [1][2] - The transaction accounted for 0.22% of the total trading volume on that day [1]

Group 1 - The Terahertz concept sector increased by 3.01%, ranking 7th among concept sectors, with 13 stocks rising, including Changfei Optical Fiber which hit the daily limit, and Tianyin Electromechanical, Chuangyuan Xinke, and Hengtong Optic-Electric showing significant gains of 9.17%, 8.48%, and 7.96% respectively [1] - The Terahertz concept sector experienced a net outflow of 935 million yuan, with 10 stocks seeing net inflows, and 5 stocks receiving over 100 million yuan in net inflows, led by Hengtong Optic-Electric with a net inflow of 298 million yuan [2] - In terms of capital inflow ratios, Changfei Optical Fiber, Shenglu Communication, and Hengtong Optic-Electric had the highest net inflow rates at 36.14%, 10.11%, and 9.21% respectively [3] Group 2 - The top gainers in the Terahertz concept included Hengtong Optic-Electric with a 7.96% increase, and Tianyin Electromechanical with a 9.17% increase, while the top losers included Taihao Technology with a 3.04% decrease [4] - The overall performance of the Terahertz concept was part of a broader market trend, with various sectors experiencing mixed results, such as Rare Earth Permanent Magnets rising by 4.88% and the Horse Racing concept declining by 0.49% [2]

Market Performance - The home appliance parts sector increased by 1.66% on August 25, with Tianyin Electromechanical leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Top Gainers - Tianyin Electromechanical (300342) closed at 20.23, up 9.17% with a trading volume of 946,700 shares and a transaction value of 1.889 billion [1] - Hongchang Technology (301008) closed at 30.85, up 7.87% with a trading volume of 210,800 shares and a transaction value of 636 million [1] - Hesheng New Materials (002290) closed at 35.33, up 7.42% with a trading volume of 266,100 shares and a transaction value of 942 million [1] Market Capital Flow - The home appliance parts sector experienced a net outflow of 286 million from institutional investors, while retail investors saw a net inflow of 228 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Tianyin Electromechanical had a net inflow of 150 million from institutional investors, but a net outflow of 46.5 million from speculative funds [3] - Haili Co. (600619) saw a net inflow of 99.64 million from institutional investors, while experiencing a net outflow of 37.03 million from speculative funds [3] - Hongchang Technology had a net inflow of 57.94 million from institutional investors, but a net outflow of 69.36 million from retail investors [3]

Group 1 - The stock price of Tianyin Electromechanical (300342) closed at 20.23 yuan on August 25, 2025, with an increase of 9.17% and a turnover rate of 22.6% [1] - The company reported a total revenue of 384 million yuan for the first half of 2025, a year-on-year decrease of 24.07%, and a net profit attributable to shareholders of 17.8 million yuan, down 46.61% year-on-year [1] - The company has a current ratio of 2.889, a quick ratio of 1.899, and a debt-to-asset ratio of 24.09% [1] Group 2 - Tianyin Electromechanical has made investments in 9 companies and participated in 48 bidding projects [2] - The company holds 20 trademark registrations and 312 patents, along with 31 administrative licenses [2]

Group 1 - The satellite internet index experienced a significant increase, with the satellite industry ETF (159218) rising by 2.03% as of 13:31 on August 25 [1] - Key component stocks such as Changjiang Communication, Xinke Mobile-U, China Satellite, Tianyin Electromechanical, and Su Shi Testing showed notable gains [1] - Trading activity intensified, with a turnover rate of 28.03% and a transaction volume exceeding 21 million [1] Group 2 - Relevant authorities are expected to issue satellite internet licenses soon, marking a significant step towards commercial operations in China's satellite internet sector [1] - A senior technical expert in the satellite internet field indicated that the issuance of licenses signifies the beginning of commercial operations in this area [1]

Core Viewpoint - The satellite navigation sector has experienced a rapid surge, with companies like Changjiang Communication (600345) hitting the daily limit up, and Tianyin Electromechanical (300342) rising over 10% due to the upcoming issuance of satellite internet licenses by relevant authorities [1] Company Performance - Changjiang Communication (600345) reached the daily limit up [1] - Tianyin Electromechanical (300342) increased by more than 10% [1] - Other companies such as Huali Chuangtong (300045), Zhenlei Technology, and Shanghai Hanxun (300762) also saw significant gains [1] Industry Developments - Relevant departments are expected to issue satellite internet licenses soon, which is driving the growth in the satellite navigation sector [1]