广联航空工业股份有限公司 关于提前赎回"广联转债"的第十三次提示性公告 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 | 证券代码：300900 | 证券简称：广联航空 | 公告编号：2026-019 | | --- | --- | --- | | 债券代码：123182 | 债券简称：广联转债 | | 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 ...

Group 1 - Guanglian Aviation announced that as of March 6, 2026, any unconverted "Guanglian Convertible Bonds" will be forcibly redeemed, leading to their delisting from the Shenzhen Stock Exchange [2] - Bondholders are advised to convert their bonds before the deadline and to resolve any pledges or freezes on their bonds to avoid being redeemed without conversion [2] - Investors must have the appropriate trading permissions for the ChiNext board to convert their "Guanglian Convertible Bonds" into stocks, highlighting the risk of being unable to convert [2]

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

Core Viewpoint - The aviation equipment sector experienced a significant increase of 4.39% on February 3, with Triangular Defense leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1]. - Triangular Defense (300775) saw a closing price of 44.13, with a remarkable increase of 17.99%, leading the sector [1]. - Other notable performers included Hangya Technology (688510) with a 14.26% increase, and Parker New Materials (605123) with a 10.00% rise [1]. Group 2: Trading Volume and Value - Triangular Defense had a trading volume of 977,300 shares and a transaction value of 4.047 billion yuan [1]. - The aviation equipment sector recorded a total net inflow of 1.714 billion yuan from main funds, while retail investors saw a net outflow of 377 million yuan [2]. Group 3: Fund Flow Analysis - Triangular Defense had a net inflow of 340 million yuan from main funds, while it experienced a net outflow of 233 million yuan from speculative funds [3]. - Hangfa Control (000738) attracted a net inflow of 308 million yuan from main funds, with a significant net outflow of 158 million yuan from speculative funds [3]. - The overall trend indicates that while main funds are entering the sector, speculative and retail investors are withdrawing [2][3].

| 证券代码：300900 | 证券简称：广联航空 | 公告编号：2026-018 | | --- | --- | --- | | 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"的第十二次提示性公告 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 ...

Group 1 - The three major indices opened high but closed lower, with photovoltaic and silicon energy sectors leading gains, while gold jewelry and nickel mining sectors faced declines [1] - The aerospace ETF (159227) rose by 3.55%, and the general aviation ETF Huaxia (159230) increased by 2.6%, with significant movements in stocks such as Aviation Industry Corporation of China [1] - The general aviation ETF Huaxia (159230) has seen net inflows for 15 out of the last 20 days, accumulating over 700 million, making it the largest ETF by scale in its index [1] Group 2 - The general aviation ETF Huaxia (159230) tracks the National General Aviation Industry Index, focusing on low-altitude economy, covering sectors such as aviation materials, infrastructure, aircraft manufacturing, operational services, and application scenarios [2] - The low-altitude economy comprises 88.26% of the ETF, while the commercial aerospace sector accounts for 65.32% [2] Group 3 - The "Investment Promotion Low-altitude Economy Industry Chain Development Matching Conference" was successfully held in Zhengzhou, aiming to connect quality projects with capital to inject innovation and capital momentum into the low-altitude economy in Henan [1] - Analyst Wang Jiahao from CITIC Securities emphasized that China's low-altitude economy is at a critical development window, requiring a policy-driven system, infrastructure foundation, aircraft technology engine, and industry application scenario to create a virtuous cycle [1]

从基金十大重仓股角度 2月3日，广联航空涨5.38%，截至发稿，报40.15元/股，成交5.37亿元，换手率6.12%，总市值120.09亿 元。 资料显示，广联航空工业股份有限公司位于黑龙江省哈尔滨哈南工业新城核心区哈南三路3号，成立日 期2011年2月25日，上市日期2020年10月29日，公司主营业务涉及航空航天高端装备的研发、生产、制 造。主营业务收入构成为：航空航天零部件及无人机57.78%，航空工装41.24%，航空辅助工具及其他 0.98%。 方正富邦创新动力混合A（730001）成立日期2011年12月26日，最新规模2103.16万。今年以来收益 12.33%，同类排名340/8874；近一年收益35.09%，同类排名3121/8124；成立以来收益10.27%。 方正富邦创新动力混合A（730001）基金经理为吴昊。 数据显示，方正富邦基金旗下1只基金重仓广联航空。方正富邦创新动力混合A（730001）四季度持有 股数6.6万股，占基金净值比例为5.05%，位居第八大重仓股。根据测算，今日浮盈赚取约13.53万元。 截至发稿，吴昊累计任职时间7年224天，现任基金资产总规模43.21亿元， ...

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。 | 证券代码：300900 | 证券简称：广联航空 | 公告编号：2026-017 | | --- | --- | --- | | 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"的第十一次提示性公告 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： 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 ...

Core Viewpoint - The low-altitude economy sector is showing mixed results for 2025, with 22 companies expected to be profitable while another 22 are projected to incur losses, indicating a significant divergence in performance within the industry [3]. Performance Forecast Summary Profit Growth - 11 companies are expected to report profit increases, with notable projections including: - Xinzhi Group (002664.SZ) and Shangluo Electronics (300975.SZ) anticipating several-fold increases in net profit [4]. - Weihai Guangtai (002111.SZ), Tongyu Heavy Industry (300185.SZ), and Guangyang Co. (002708.SZ) expecting over 50% growth in net profit [4]. - Wan Feng Aowei (002085.SZ) and Zongshen Power (001696.SZ) also forecasted net profit growth [4]. Losses - 22 companies are projected to incur losses, with several notable cases: - Zhongtian Rocket (003009.SZ) and Andavil (300719.SZ) have shifted from profit to loss [7]. - Haige Communication (002465.SZ) is investing heavily in R&D, leading to increased costs and a projected loss [7]. - Companies like Aerospace Power (600343.SH) and Sihua Electronics (600990.SH) are also expected to continue reporting losses [8]. Industry Insights - The low-altitude economy's contribution to overall profits remains limited, with most revenue still coming from aircraft manufacturing and infrastructure construction [3]. - Companies like Wan Feng Aowei are leveraging their low-altitude business to drive profit growth, supported by strong orders in general aviation aircraft manufacturing and strategic acquisitions [5]. - The industry is witnessing a shift towards commercial applications of low-altitude technologies, with companies preparing for a significant commercialization phase in 2026 [9][10]. Strategic Developments - Companies are increasingly focusing on integrating low-altitude infrastructure and management platforms, as seen with Suzhou Keda's strategic investments in civil aviation infrastructure [11]. - The emphasis on R&D and market expansion in emerging fields like low-altitude economy is evident, with companies aiming to enhance their competitive edge through innovative solutions [7][11].

广联航空 20260201 摘要 广联航空从单一客户向多领域客户拓展，营收稳健增长，即使在 2022 年行业波动下仍保持正向增长，显示出较强的抗风险能力，为股票交易 提供积极信号。 广联航空在商业航天领域布局火箭和卫星端，与中国联通、文昌超级卫 星工厂签订协议，有望获得大额订单，并购天津悦风科技增强火箭结构 件配套能力，受益于火箭需求未来五年预计增长 8 至 10 倍。 悦风科技是国内领先的火箭结构件配套企业，几乎覆盖所有非发动机相 关的火箭组件，核心客户包括航天科技集团，受益于"十五"规划带来 的需求增量，并积极拓展商业市场。 广联航空并购悦风科技后，将在辅材结构件领域整合，提升整体竞争力， 共同开拓市场，提高订单获取能力，推动业绩持续增长，为投资者带来 潜在收益。 广联航空已成为多个大型飞机制造项目的重要供应商，积极参与国产大 飞机项目建设，受益于"十四五"期间大飞机产能扩张及任务放量，预 计 2026 年业绩将显著提升。 Q&A 请介绍一下广联航空的基本情况及其发展模式。 广联航空是一家在航空航天领域具有重要地位的公司，主要从事机加工和核心 配套业务。自上市以来，公司一直采用快速扩张的发展模式，不断拓展 ...