Core Insights - Sichuan Tengdun Technology Co., Ltd. focuses on the development and manufacturing of large drones, achieving significant technological breakthroughs in low-altitude logistics and autonomous navigation [1][3] - The company has successfully developed the "Mixianglong" amphibious drone, which can operate in water-rich areas for emergency rescue and ecological monitoring, filling a gap in domestic drone applications [3] - Chengdu's aviation industry is experiencing rapid growth, with the establishment of a flexible automated production line that has increased production efficiency by over four times [3] - Chengdu Aileida Aviation Manufacturing Co., Ltd. specializes in precision manufacturing for aerospace, with capabilities spanning from material forming to final inspection [4] Company Developments - Sichuan Tengdun Technology Co., Ltd. has been recognized as a national-level "little giant" enterprise and has made advancements in key technologies such as intelligent payload management and flight safety [1] - The "Mixianglong" drone can reach altitudes of 10,000 meters and utilizes BeiDou satellite technology for precise control, applicable in various fields including emergency rescue and ecological monitoring [3] - Sichuan SanChuan Aviation Technology Co., Ltd. operates the first private five-axis flexible automated production line in China, enhancing production capabilities significantly [3] - Hanmo Industrial Co., Ltd. has developed high-end industrial machines, achieving international standards in precision and stability, and has created a fully autonomous core CNC system [3] Industry Trends - Chengdu's aviation industry is becoming one of the largest and most comprehensive specialized manufacturing parks globally, focusing on enhancing the entire supply chain [3][4] - The Chengdu Aviation Industry Park aims to strengthen project recruitment and integrate more companies into the core supply systems of major manufacturers like COMAC and AVIC [4] - The industry is set to expand its scale and enhance competitiveness, promoting the rapid development of the aerospace sector [4]

关于公司副董事长逝世的公告 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。 成都爱乐达航空制造股份有限公司（以下简称"公司"）董事会沉痛公 告，公司副董事长杨有新先生于近日不幸逝世。 证券代码：300696 证券简称：爱乐达 公告编号：2025-030 成都爱乐达航空制造股份有限公司 公司董事、监事、高级管理人员及全体员工对杨有新先生的逝世表示沉痛 哀悼，并向其亲属致以深切慰问！ 杨有新先生在担任公司副董事长、战略委员会委员期间，恪尽职守，勤勉 尽责，认真履行了作为公司董事、战略委员会委员应尽的职责和义务。公司及董 事会对杨有新先生在任职期间为公司发展所做的贡献表示衷心感谢。 截至本公告日，杨有新先生直接持有公司股票148,077股，占公司总股本比 例为0.05%，其所持公司股份将按相关法律法规办理继承手续。 杨有新先生逝世后，公司董事会成员减少至4人，未低于法定最低人数，但 低于《公司章程》规定的董事会成员人数。公司将根据《公司法》《公司章 程》等有关规定，尽快按照相关程序补选新的董事并及时公告。 特此公告。 成都爱乐达航空制造股份有限公司董事会 2025年 ...

Group 1 - The core viewpoint of the news is that companies are actively engaging in share buyback and employee stock ownership plans to enhance investor confidence and align management interests with shareholders [1][2]. - Shenzhen Overseas Chinese Town Holdings Company plans to increase its stake in Huaqiang City A by investing between 111 million and 220 million RMB within six months, currently holding 48.78% of the total shares [1]. - Chengyi Pharmaceutical announced an employee stock ownership plan for 2025, targeting to raise up to 48.2864 million RMB, with a share price set at 5.02 RMB per share, covering up to 228 employees [1][2]. Group 2 - The employee stock ownership plan has performance targets for revenue and net profit from 2025 to 2027, with growth rates set at 30%, 55%, and 85% for revenue, and 35%, 65%, and 100% for net profit [2]. - Several companies have announced plans for share reductions by executives and major shareholders, including Jinzheng Co., which plans to reduce up to 28.8 million shares, equivalent to approximately 568 million RMB [3][4][5]. - The reduction plans are set to commence from July 15, indicating a trend of liquidity events in the market as companies adjust their shareholder structures [7][8].

证券代码：300696 证券简称：爱乐达 公告编号：2025-029 成都爱乐达航空制造股份有限公司 关于实际控制人及其一致行动人拟协议转让 公司部分股份完成过户的公告 谢鹏先生、范庆新先生、四川治历明时科技有限公司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。 成都爱乐达航空制造股份有限公司（以下简称"公司"或"爱乐达"）于 2025年6月26日收到实际控制人及其一致行动人谢鹏先生、范庆新先生的通知， 谢鹏先生、范庆新先生向四川治历明时科技有限公司（以下简称"治历明 时"）协议转让公司部分股份已经在中国证券登记结算有限责任公司深圳分公 司办理完成过户登记手续，并取得《证券过户登记确认书》，现将具体情况公 告如下： 一、本次协议转让的基本情况 公司实际控制人及其一致行动人谢鹏先生、范庆新先生与治历明时于2025 年1月3日签订了《股份转让协议》。谢鹏先生、范庆新先生通过协议转让方 式，分别向治历明时转让其所持有的公司无限售流通股8,793,954股、 8,724,227股，分别占公司总股本比例2.9998 ...

Core Viewpoint - The company announced that senior executives Wei Xuesong and Chen Miao plan to reduce their shareholdings due to personal financial needs, without affecting the company's control [1] Summary by Relevant Sections - **Shareholding Reduction** - Wei Xuesong plans to reduce his holdings by 65,482 shares, accounting for 0.0223% of the total share capital - Chen Miao plans to reduce his holdings by 43,111 shares, accounting for 0.0147% of the total share capital [1] - **Current Shareholding Status** - Wei Xuesong currently holds 261,900 shares, representing 0.0893% of the total share capital - Chen Miao currently holds 172,400 shares, representing 0.0588% of the total share capital [1] - **Impact on Company Control** - The planned share reductions will not lead to any change in the company's control [1]

成都爱乐达航空制造股份有限公司 关于高级管理人员减持股份预披露公告 高级管理人员魏雪松先生、陈苗女士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。 特别提示： 证券代码：300696 证券简称：爱乐达 公告编号：2025-028 分别持有本公司股份261,930股（占本公司总股本比例0.0893%）、172,447 股（占本公司总股本比例0.0588%）的高级管理人员魏雪松先生、陈苗女士计划 自本公告之日起15个交易日后的3个月内，以集中竞价方式分别减持本公司股份 65,482股（占本公司总股本比例0.0223%）、43,111股（占本公司总股本比例 0.0147%）。 成都爱乐达航空制造股份有限公司（以下简称"本公司"或"公司"）近 日收到公司高级管理人员魏雪松先生、陈苗女士出具的《关于股份减持计划的 告知函》，现将具体情况公告如下： 二、本次减持计划的主要内容 （一）减持计划 1、拟减持原因：个人资金需求； 2、拟减持股份来源：首次公开发行前股份和股权激励授予的股票以及因资 本公积转增股本方式取得的股份 ...

证券代码：300696 证券简称：爱乐达 公告编号：2025-027 成都爱乐达航空制造股份有限公司 关于使用部分闲置募集资金购买理财产品到期赎回 并继续购买理财产品的公告 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。 成都爱乐达航空制造股份有限公司（以下简称"公司"）于 2024 年 8 月 28 日召开的第三届董事会第十三次会议和第三届监事会第十一次会议审议通过了 《关于使用部分闲置募集资金和自有资金进行现金管理的议案》，同意在确保不 影响募集资金投资项目建设和正常生产经营的前提下，使用暂时闲置募集资金不 超过人民币 2 亿元（含本数）进行现金管理，购买安全性高、流动性好、投资期 限不超过 12 个月的保本型理财产品；使用闲置自有资金不超过人民币 4 亿元（含 本数）进行现金管理，用于购买安全性高、稳健型的理财产品。在上述资金额度 范围内，自董事会审议通过之日起 1 年内可循环滚动使用。公司监事会、保荐机 构均发表了明确同意的意见。具体内容详见 2024 年 8 月 29 日公司在巨潮资讯网 （www.cninfo.com.cn）披露的相关公告。 公司使 ...

Group 1 - The A-share large aircraft concept stocks surged, with Aerospace Machinery hitting the daily limit, and Guihang Shares, Aileda, and Paker New Materials rising over 5% [1]

Core Viewpoint - The recent increase in terminated share transfer agreements among listed companies highlights a dual nature in the market, where some companies continue to pursue strategic investments while others face regulatory scrutiny and market conditions that hinder transactions [2][5][6]. Group 1: Market Dynamics - In May, 13 listed companies announced the termination of share transfer agreements, a significant increase compared to previous months, which typically saw only three to five cases [5]. - The reasons for termination often include incomplete procedures and market conditions where previously set transfer prices are now below current market values [5][6]. - Despite the rise in terminations, there are still ongoing agreements aimed at introducing strategic investors or changing actual controllers, indicating that the market remains active [7][8]. Group 2: Regulatory Environment - The tightening of regulations following the introduction of new reduction rules has led to increased scrutiny of share transfer agreements, with calls for clearer prohibitions on certain behaviors to prevent gray operations [3][9]. - The market is seeing a trend where parties involved in agreements are extending lock-up periods to enhance compliance and reduce the risk of speculative trading [10][11]. Group 3: Strategic Implications - Protocol transfers serve as an effective tool for major shareholders to meet liquidity needs while avoiding direct impacts on stock prices from secondary market sales [6][8]. - The presence of financial investors as transferees is becoming more challenging, but agreements aimed at strategic partnerships continue to progress normally [8]. - The market's dual characteristics suggest a need for balance between resource allocation functions and risk prevention in the context of share transfers [3][10].

北京国枫律师事务所 关于成都爱乐达航空制造股份有限公司 2025 年限制性股票激励计划首次授予事项的 法律意见书 国枫律证字[2025]AN047-2 号 北京国枫律师事务所 Grandway Law Offices 北京市东城区建国门内大街 26 号新闻大厦 7 层 邮编：100005 电话（Tel）：010－66090088/88004488 传真（Fax）：010－66090016 | | | | 一、本次授予的批准和授权 4 | | --- | | 二、本次授予的主要内容 6 | | 三、结论意见 8 | 释 义 | 在本法律意见书内，除非文义另有所指，下列词语具有下述含义： | | --- | | 爱乐达、公司、上市公司 | 指 | 成都爱乐达航空制造股份有限公司（含合并报表分、子公 | | --- | --- | --- | | | | 司） | | 激励计划、限制性股票激 | 指 | 成都爱乐达航空制造股份有限公司 2025年限制性股票激 | | 励计划、股权激励计划 | | 励计划 | | 限制性股票、第二类限制 | 指 | 符合本激励计划授予条件的激励对象，在满足相应归属 | | 性股票 | ...