证券日报网讯广联航空9月23日在互动平台回答投资者提问时表示，公司为子公司成都航新引入战略投 资者，所得资金部分已计入公司半年报，具体数据以公司正式对外披露的信息为准。 （文章来源：证券日报） ...

证券日报网讯广联航空（300900）9月23日在互动平台回答投资者提问时表示，公司在商业航天板块积 极布局，在运载火箭结构部件、航天器配套组件等方面开展技术攻关与产品研发，构建起设计、生产、 检测一体化业务能力，目前已同商业航天产业链内优质伙伴开展合作，积极承接相关业务订单，拓展市 场份额。 ...

New Stock Listings - YouSheng Co., Ltd. (Stock Code: 603418) listed at an issue price of 46.36 RMB on September 23, 2025[1] - ZhiTianTui (Stock Code: 300280) is in the delisting preparation period with 8 trading days remaining[1] - ZhongHuanHaiLu (Stock Code: 301040) and JiShiChuanMei (Stock Code: 601929) have recent announcements regarding trading activities[1] Trading Alerts - XianDaoZhiNeng (Stock Code: 300450) reported severe abnormal fluctuations in trading[1] - HangKeKeJi (Stock Code: 688006) and YuanLinCo (Stock Code: 605303) have recent trading alerts[1] - Multiple stocks including YunNanLvYou (Stock Code: 002059) and *STMuBang (Stock Code: 603398) have recent announcements related to trading activities[1] Market Trends - A total of 30 stocks have been flagged for abnormal trading activities in the past week, indicating increased market volatility[1] - The recent trading patterns suggest a potential shift in investor sentiment, particularly in the technology and media sectors[1]

证券日报网讯广联航空（300900）9月23日在互动平台回答投资者提问时表示，公司始终紧跟国家战略 导向，积极融入国家战略性新兴产业布局，凭借深厚技术沉淀与先进产能布局，深度参与各型装备的研 发制造任务，参与制造的产品广泛应用于"海-陆-空-天"全领域。 ...

截至6月30日，广联航空股东户数3.24万，较上期增加17.85%；人均流通股6802股，较上期减少 14.85%。2025年1月-6月，广联航空实现营业收入5.77亿元，同比增长26.64%；归母净利润5584.15万 元，同比增长36.97%。 分红方面，广联航空A股上市后累计派现8452.55万元。近三年，累计派现6350.15万元。 机构持仓方面，截止2025年6月30日，广联航空十大流通股东中，国投瑞银国家安全混合A（001838） 位居第四大流通股东，持股386.71万股，相比上期减少103.67万股。南方军工改革灵活配置混合A （004224）位居第八大流通股东，持股191.89万股，为新进股东。华安创新混合（040001）位居第十大 流通股东，持股172.26万股，相比上期减少82.17万股。华安动态灵活配置混合A（040015）、华安成长 先锋混合A（010792）退出十大流通股东之列。 责任编辑：小浪快报 9月18日，广联航空盘中下跌2.02%，截至14:27，报18.93元/股，成交1.42亿元，换手率3.33%，总市值 56.25亿元。 资金流向方面，主力资金净流出627.88万元，特 ...

电力设备 ——行业周报 殷晟路（分析师） 电力设备 2025 年 09 月 14 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -17% 0% 17% 34% 50% 67% 84% 2024-09 2025-01 2025-05 电力设备 沪深300 相关研究报告 《固态电池行业周报（第十三期）： 先导智能已打通全固态电池量产工艺 环节，亿纬锂能"龙泉二号"全固态 电池下线—行业周报》-2025.9.7 《低空经济行业周报（第三十二期）： 2025 低空经济发展大会在芜湖开幕， 四创电子"低空雪亮"安全监管系统 亮相—行业周报》-2025.9.6 《固态电池行业周报（第十二期）： 华域汽车拟收购上汽清陶 49%股权， 正式入局固态电池领域—行业周报》 -2025.8.31 低空经济行业周报（第三十三期）：小鹏汇天"陆地 航母"获颁中国企业首张海外有人驾驶航空器飞行 证，时的科技与 Autocraft 签署 350 架 eVTOL 协议 yinshenglu@kysec.cn 证书编号：S0790522080001 小鹏汇天"陆地航母"获颁中国企业首张海外有人驾驶航空器飞行证，时的 科技与 Auto ...

| 保荐机构名称：中航证券有限公司 | 被保荐公司简称：广联航空 | | --- | --- | | 保荐代表人：孙 捷 | 联系电话：010-59562504 | | 保荐代表人：王洪亮 | 联系电话：010-59562504 | 中航证券有限公司 关于广联航空工业股份有限公司 2025 年半年度持续督导跟踪报告 | 公司及股东承诺事项 | 是否 | 未履行承诺的原因及解决措施 | | --- | --- | --- | | | 履行承诺 | | | 1.股份减持承诺 | 是 | 不适用 | | 2.关于同业竞争、关联交易、资金占用 方面的承诺 | 是 | 不适用 | | 3.股权激励承诺 | 是 | 不适用 | | 4.填补回报措施 | 是 | 不适用 | | 5.关于认购可转债相关事项的承诺函 | 是 | 不适用 | | 6.离任董监高持股及减持承诺 | 是 | 不适用 | | 7.其他承诺 | 是 | 不适用 | 四、其他事项 一、保荐工作概述 | 项 目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2） ...

Core Insights - The company held a roadshow on September 3, 2025, with participation from seven institutions, including Tianfeng Securities and Morgan Stanley [1] Group 1: Company Overview - The company has a diversified customer base covering key sectors such as aviation, aerospace, and shipbuilding, which reduces reliance on single customers and aligns with industry consolidation trends [1] - The company is optimizing its capacity layout in key regions and extending its composite materials business, enhancing delivery capabilities for unmanned aerial vehicles (UAVs) and improving profit margins [1] Group 2: Strategic Initiatives - The company is actively integrating into the domestic large aircraft industry chain, optimizing capacity and enhancing service capabilities in civil aviation manufacturing [1] - Collaborations with universities like Harbin Engineering University and Harbin Institute of Technology are accelerating the transformation of cutting-edge technologies into practical applications [1] Group 3: Business Development - The company is focusing on the research and development of large fixed-wing UAVs, with expectations for growth as market demand increases and low-altitude economic policies are implemented [1] - The company aims to develop a comprehensive "sea-land-air-space" equipment system, enhancing UAV design and manufacturing capabilities while exploring innovations in unmanned marine vehicles [1]

Core Viewpoint - Guanglian Aviation (300900) is focusing on the research and development of large fixed-wing drone products, anticipating a transition from research to mass production due to market demand and low-altitude economic policies [1] Group 1: Company Strategy - The company aims to leverage its experience in drone body structure design and composite material applications to support the transition to mass production [1] - The shift towards mass production is expected to become a new growth driver for the company, enhancing its business scale development [1] Group 2: Market Context - The release of market demand and the implementation of low-altitude economic policies are seen as key factors that will facilitate the company's growth in the drone sector [1]

Group 1: Customer Structure and Risk Management - The company has established a diversified customer matrix, effectively reducing reliance on single clients and enhancing long-term risk resilience and profitability stability [3] - Core customers span critical sectors such as aviation, aerospace, and shipbuilding, aligning with industry consolidation trends [3] Group 2: Capacity Optimization and Business Growth - The company is optimizing capacity layout and extending composite material business upstream and downstream, enhancing supply chain control and delivery capabilities [3] - A localized operation model is being implemented to improve capacity utilization and profit margins, supporting new growth trajectories [3] Group 3: Collaboration and Innovation - The company emphasizes collaboration with universities to accelerate technology transfer and breakthroughs in key areas like deep-sea equipment and smart factories [4] - This collaboration aims to bolster core business technology support and reserve talent for emerging business sectors [4] Group 4: Drone Business Development - The company is focusing on large fixed-wing drone product research, anticipating market demand and policy support to transition from research to mass production [5] - Future plans include enhancing drone design and manufacturing capabilities while exploring applications in unmanned vessels and underwater vehicles [5] Group 5: Strategic Vision for Unmanned Systems - The company aims to develop a comprehensive "sea-land-air-space" equipment system, continuously deepening its presence in the unmanned systems sector [5] - Investment in smart factory systems and advanced manufacturing processes is expected to convert national policy advantages into competitive industry strength [5]