Group 1 - The core point of the article is that Guanglian Aviation (300900.SZ) has confirmed it does not supply products to Huawei Technologies Co., Ltd. and currently has no technical cooperation arrangements with the company [1] Group 2 - The company has made this clarification on its interactive platform, indicating a clear separation from Huawei in terms of product supply and technical collaboration [1]

格隆汇1月21日丨广联航空(300900.SZ)在互动平台表示，公司暂未开展人工智能相关技术的开发业务。 ...

Group 1 - The aviation equipment sector saw a rise of 0.46% on January 21, with Huayin Technology leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the aviation equipment sector included Huayin Technology, which rose by 7.81% to a closing price of 104.21, with a trading volume of 48,700 lots and a transaction value of 502 million [1] Group 2 - The aviation equipment sector experienced a net outflow of 368 million in main funds, while retail investors saw a net inflow of 309 million [2] - The stock with the highest net inflow from main funds was AVIC Power, with 263 million, while Guangwei Composite had a net inflow of 94.37 million [3] - The overall trend showed that retail investors were more active, contributing to a net inflow despite the main funds' outflow [2][3]

| 证券代码：300900 | 证券简称：广联航空 | 公告编号：2026-007 | | --- | --- | --- | | 债券代码：123182 | 债券简称：广联转债 | | 广联航空工业股份有限公司 关于提前赎回"广联转债"的第三次提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 重要内容提示： 1、"广联转债"赎回价格：100.96 元/张（债券面值加当期应计利息，当期年 利率为 1.00%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限 责任公司深圳分公司（以下简称中国结算）核准的价格为准。 2、赎回条件满足日：2026 年 1 月 16 日 9、赎回类别：全部赎回 10、最后一个交易日可转债简称：Z 联转债 自 2025 年 12 月 25 日至 2026 年 1 月 16 日期间，广联航空工业股份有限公 司（以下简称公司）股票已出现在任何连续三十个交易日中至少十五个交易日的 收盘价格不低于"广联转债"当期转股价格的 130%（含 130%，即 29.69 元/股）之 情形，触发《广联航空工业股份有限公司创业板向不特定 ...

Summary of Conference Call Notes Industry and Company Involved - The report focuses on the investment strategies and performance of various sectors, particularly in the machinery, electronics, and renewable energy industries. - Key companies mentioned include 博盈特焊 (Boyi Welding), 天华新能 (Tianhua New Energy), 广联航空 (Guanglian Aviation), 京东方A (BOE Technology Group), 三峡旅游 (Three Gorges Tourism), 超捷股份 (Chaojie Co.), 福元医药 (Fuyuan Pharmaceutical), and 宁波银行 (Ningbo Bank) [1][1][1]. Core Insights and Arguments - The report highlights two main functions: timely understanding of industry trends and significant excess returns from researched stocks [1]. - Recent fund manager research trends indicate a focus on the following sectors and companies: - **Growth**: Machinery, Electronics, Renewable Energy; top companies include 博盈特焊, 天华新能, 广联航空 [1]. - **Balanced**: Machinery, Renewable Energy, Non-ferrous Metals; top companies include 天华新能, 博盈特焊, 三峡旅游 [1]. - **Value**: Machinery, Electronics, Military Industry; top companies include 京东方A, 博盈特焊, 广联航空 [1]. - **TMT (Technology, Media, Telecommunications)**: Machinery, Electronics, Renewable Energy; top companies include 博盈特焊, 天华新能, 广联航空 [1]. - **Manufacturing**: Machinery, Renewable Energy, Automotive; top companies include 天华新能, 广联航空, 超捷股份 [1]. - **Consumer**: Pharmaceuticals, Electronics, Food and Beverage; top companies include 三峡旅游, 福元医药, 奥浦迈 [1]. - **Cyclical**: Non-ferrous Metals, Chemicals, Renewable Energy; top companies include 盛达资源, 天华新能, 亚太科技 [1]. - **Financials and Real Estate**: Automotive, Banking; top companies include 超捷股份, 宁波银行, 光庭信息 [1]. Additional Important Insights - An equal-weight index constructed from the stocks researched over the past six months shows a cumulative increase of 21% in H2 2025, significantly outperforming the Shanghai Composite Index's 15% increase [1]. - All types of fund research stock indices exhibit excess returns, particularly in the balanced, value, consumer, and financial real estate sectors compared to their respective fund averages [1].

Group 1 - The core viewpoint of the article is that Guanglian Aviation is actively involved in providing customized aerospace components, including grid fins, to Starship Glory, indicating a focus on precision manufacturing and lightweight structural design [1] - Since the beginning of 2023, the company has been continuously following up on model development, showcasing its commitment to innovation in the aerospace sector [1] - The company plans to deepen its collaboration with Starship Glory and expand its business related to rocket recovery components, indicating a strategic growth direction in the aerospace industry [1]

（文章来源：证券日报） 证券日报网讯 1月20日，广联航空发布公告称，根据安排，截至2026年3月6日收市后仍未转股的"广联 转债"，将被强制赎回，本次赎回完成后，"广联转债"将在深圳证券交易所摘牌，特别提醒"广联转 债"持券人注意在限期内转股。债券持有人持有的"广联转债"如存在被质押或被冻结的，建议在停止转 股日前解除质押或冻结，以免出现因无法转股而被赎回的情形。债券持有人若转股，需开通创业板交易 权限。投资者不符合创业板股票适当性管理要求的，不能将所持"广联转债"转换为股票，特提请投资者 关注不能转股的风险。 ...

| 证券代码：300900 | 证券简称：广联航空 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：123182 | 债券简称：广联转债 | | 广联航空工业股份有限公司 关于提前赎回"广联转债"的第二次提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 重要内容提示： 1、"广联转债"赎回价格：100.96 元/张（债券面值加当期应计利息，当期年 利率为 1.00%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限 责任公司深圳分公司（以下简称中国结算）核准的价格为准。 2、赎回条件满足日：2026 年 1 月 16 日 9、赎回类别：全部赎回 10、最后一个交易日可转债简称：Z 联转债 11、根据安排，截至 2026 年 3 月 6 日收市后仍未转股的"广联转债",将被 强制赎回，本次赎回完成后，"广联转债"将在深圳证券交易所（以下简称深交 所）摘牌，特别提醒"广联转债"持券人注意在限期内转股。债券持有人持有 的"广联转债"如存在被质押或被冻结的，建议在停止转股日前解除质押或冻 结，以免出现因无法 ...

Group 1 - Guanglian Aviation announced that as of the market close on March 6, 2026, any unconverted "Guanglian Convertible Bonds" will be subject to mandatory redemption [2] - Following the redemption, the "Guanglian Convertible Bonds" will be delisted from the Shenzhen Stock Exchange [2] - Bondholders are advised to pay attention to the conversion deadline and to lift any pledges or freezes on their bonds before the conversion stop date to avoid being redeemed without conversion [2]

| 证券代码：300900 | 证券简称：广联航空 | 公告编号：2026-005 | | --- | --- | --- | | 债券代码：123182 | 债券简称：广联转债 | | 广联航空工业股份有限公司 关于提前赎回"广联转债"的第一次提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 重要内容提示： 1、"广联转债"赎回价格：100.96 元/张（债券面值加当期应计利息，当期年 利率为 1.00%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限 责任公司深圳分公司（以下简称中国结算）核准的价格为准。 2、赎回条件满足日：2026 年 1 月 16 日 9、赎回类别：全部赎回 10、最后一个交易日可转债简称：Z 联转债 经中国证券监督管理委员会（以下简称中国证监会）"证监许可[2023]46 号 文"同意注册，广联航空工业股份有限公司公开发行了 700 万张可转换公司债券 （以下简称可转债），每张面值 100 元，发行总额 70,000 万元。经深圳证券交易 所同意，公司 70,000 万元可转换公司债券于 2023 年 4 月 ...