Group 1 - The core viewpoint of the articles highlights significant shareholder actions and corporate governance issues within various companies, indicating potential market movements and investor sentiment [1]. Group 2 - Yunjigroup's shareholders plan to reduce their holdings by no more than 3% of the company's shares [1]. - Lushan New Materials' controlling shareholder's concerted action party intends to reduce its stake by no more than 1% of the company's shares [1]. - Jing'ao Convertible Bonds have undergone a downward adjustment [1]. - Chuanjiang Convertible Bonds are subject to forced redemption [1]. - Guanglian Aviation's actual controller has been placed under investigation and detention by the supervisory committee [1]. - Guanglian Aviation Industrial Co., Ltd. received a notice regarding the detention and investigation of its actual controller, Wang Zengduo [1]. - Guanghe Convertible Bonds are set to be listed on July 25 [1].

| 证券代码：300900 | 证券简称：广联航空 | 公告编号：2025-064 | | --- | --- | --- | | 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 关于公司控股股东、实际控制人、董事长被采取留置措施的公告 本公司及除王增夺先生外的其他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。 广联航空工业股份有限公司（以下简称公司）近日收到灌南县监察委签发的 关于控股股东、实际控制人、董事长王增夺先生的《留置通知书》和《立案通知 书》，王增夺先生被立案调查并实施留置。 公司拥有完善的治理结构及内部控制机制，将按照《中华人民共和国公司法》 《深圳证券交易所股票创业板上市规则》《上市公司治理准则》及《广联航空工 业股份有限公司章程》等法律法规和相关制度规范运作，公司董事会运作正常， 生产经营管理情况正常，公司及下属子公司生产经营稳步推进。上述事项不会对 公司正常生产经营产生重大不利影响。 截至本公告披露日，公司尚未知悉上述事项的进展及结论。公司将持续关注 后续进展，对相关工作进行妥善安排，并按照有关法律、法规的规定和 ...

Group 1 - The forum on green consumption and sustainable development emphasizes the importance of promoting green consumption as a path to harmonious coexistence with nature and a requirement for China's modernization [1] - The Chinese government is actively organizing youth initiatives such as afforestation, green nutrition, and carbon neutrality actions to promote green consumption [1] - An appeal was made to youth representatives from various countries to enhance education on green consumption, drive technological innovation, and deepen international cooperation for sustainable development [1] Group 2 - The keynote speeches highlighted the role of youth as thinkers, shapers of action, and catalysts for change in achieving a sustainable future [2] - Approximately 2.8 billion people globally still lack access to healthy food, underscoring the need for technological innovation in food production and distribution [2] - Various companies, including Bosideng, Ctrip, Pop Mart, EHang, and BYD, shared their practices and explorations in green consumption, sustainable fashion, and low-carbon travel [2]

Group 1 - The company participated in multiple large aircraft development projects approved by the state, serving as a supplier for components and assembly lines for various aircraft, including the C919 and AG600 [1] - The company's production capacity in locations such as Xi'an, Chengdu, and Zigong has entered a release phase, focusing on high-end aerospace equipment manufacturing [1][2] - The company aims to ensure stable fundamentals and strong profitability by optimizing capacity configuration and mitigating operational risks [2] Group 2 - The company is leveraging its technological advantages and capacity release in key industrial bases to build a development pattern that combines core business stability with emerging business growth [2] - The rise of domestically developed high-performance aerospace equipment and increasing international demand presents new opportunities for the export of domestic aerospace products [2] - The company has established partnerships within the low-altitude economy sector, utilizing its core technologies to support the development and production of drones [3] Group 3 - The commercial aerospace sector is experiencing rapid growth, with expanding market space driven by technological advancements and application expansion [3] - The company is positioned to capture growth opportunities in the commercial aerospace market by leveraging its technological foundation and layout advantages [3]

Group 1: Company Strategy and Goals - The company focuses on "stabilizing the fundamentals and strengthening profitability" as its short-term core strategy, aiming to optimize capacity allocation and mitigate operational risks [3] - The development framework is structured around "core business solidifying the foundation and emerging business nurturing growth," ensuring a virtuous cycle of revenue scale and profitability [3] Group 2: Capacity Expansion and Future Growth - The company’s capacity layout in Xi'an, Chengdu, and Zigong is entering a release phase, targeting high-end aerospace equipment manufacturing [4] - New capacity is expected to effectively convert into performance growth, driven by ongoing penetration in aerospace engine and gas turbine sectors [4] Group 3: Military Trade and International Opportunities - The company is leveraging opportunities in military trade due to the rise of domestically developed high-performance aerospace equipment and increasing international demand [4] - Key products, such as the WJ-700 high-altitude high-speed drone, have achieved batch delivery through military trade channels [4] Group 4: Low-altitude Economy Initiatives - The company has established partnerships with core enterprises in the low-altitude economy sector, focusing on lightweight and structural strength for UAV development [5] - Future investments will target low-altitude logistics and application technologies to build competitive advantages in this field [5] Group 5: Commercial Space Market Potential - The commercial space sector is experiencing rapid growth, with expanding market space driven by technological advancements and policy support [5] - The company aims to capitalize on growth opportunities in this sector by leveraging its technological foundation and market positioning [5] Group 6: Business Coordination and Risk Management - The company is enhancing market penetration by creating a "business linkage and resource reuse" development ecosystem [6] - Strategies include optimizing market layout to reduce reliance on single sectors and balancing resource investment for both short-term and long-term growth [6] Group 7: R&D Investment and Profitability Balance - The company employs a dynamic demand analysis mechanism to capture market trends and optimize costs while maintaining R&D investments [6] - Focus on high-efficiency, low-cost technologies aims to ensure that R&D outcomes translate effectively into productivity and economic benefits [6]

Core Viewpoint - The major shareholder of Guanglian Aviation, Lu Yan, plans to reduce his shareholding by up to 2,930,000 shares, which is approximately 0.9989% of the company's total share capital, within three months from the announcement date [1][2]. Shareholder Information - Lu Yan holds a total of 4,745,684 shares, representing 1.6180% of the company's total share capital after excluding shares held in the repurchase account [1]. - The reduction will be executed through centralized bidding and is subject to market conditions [2]. Reduction Plan Details - The reduction period is set to begin three trading days after the announcement and will last for three months [1]. - The planned reduction is contingent upon the company's stock price and will not exceed the specified number of shares [2]. - The minimum selling price will not be lower than the company's most recent audited net asset value per share [4]. Compliance with Previous Commitments - The reduction plan aligns with previous commitments made by Lu Yan regarding shareholding and trading restrictions [3][5]. - Lu Yan has adhered to all prior commitments without any violations as of the announcement date [5].

| 证券代码：300900 | 证券简称：广联航空 公告编号：2025-063 | | --- | --- | | 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 关于特定股东减持股份预披露公告 公司股东陆岩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。 | 股东 | 股份 | 减持 | 价格 | 减持 | 拟减持数量 | 拟减持比例 | 减持 | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 来源 | 期间 | 区间 | 方式 | （股） | （%） | 原因 | | | | 本公 | 参考减持时市 | | | 0.9989 | 资金 | | | 公司 | 告披 | 场价格决定且 | | | | | | | 首次 | 露之 | 在锁定期限届 | | | | | | | 公开 | 日起 | 满后24个月内 | | | | 自身 | | 陆岩 | 发行 | 3个 | 减持的，减持 | 集中 | 不超过 | | | | | 前已 | 交易 | 价格将不低于 | 竞价 | 2,930 ...

| 证券代码：300900 | 证券简称：广联航空 | 公告编号：2025-062 | | --- | --- | --- | | 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 2025 年第二季度可转换公司债券转股情况的公告 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（债券代码：123182）转股期限为：2023年9月28日至2029年3 月21日，最新转股价格为22.84元/股； 2、2025年第二季度，共有167张"广联转债"完成转股（票面金额共计 16,700.00元人民币），合计转为730股"广联航空"股票（股票代码：300900）； 3、截至2025年第二季度末，公司剩余可转换公司债券为6,995,744张，剩余 票面总金额为人民币699,574,400.00元。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司 自律监管指引第 15 号——可转换公司债券》等有关规定，广联航空工业股份有 限公司（以下简称公司）现将 2025 年第二季度可转换公司债券（以下 ...

中鹏信评【2025】跟踪第【772】号 01 广联航空工业股份有限公司相关 债券 2025 年跟踪评级报告 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有，未经授权 ...

Financial Performance - In 2024, the company achieved operating revenue of 1.048 billion yuan, an increase of 41.64% year-on-year [1][2] - The net profit attributable to shareholders was -49.10 million yuan, a decrease of 146.94% compared to the previous year [1][2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -55.36 million yuan, down 158.65% year-on-year [1][2] - The net cash flow from operating activities was 81.91 million yuan, a decline of 53.87% compared to the previous year [1][2] Quarterly Performance - In Q1 2025, the company reported operating revenue of 266.69 million yuan, an increase of 18.87% year-on-year [2][3] - The net profit attributable to shareholders was 45.95 million yuan, reflecting a growth of 50.63% compared to the same period last year [2][3] - The net profit after deducting non-recurring gains and losses was 19.99 million yuan, a decrease of 26.18% year-on-year [2][3] - The net cash flow from operating activities was -12.98 million yuan, an improvement from -18.04 million yuan in the same period last year [2][3] Fundraising and Use of Proceeds - The company raised a total of 1.639 billion yuan since its listing [5] - The initial fundraising plan was to raise 721 million yuan, with allocations for various projects including 280 million yuan for expanding the production line for aviation composite materials [4][5] - The company issued 700,000 convertible bonds in 2023, raising a total of 700 million yuan, with a net amount of approximately 692 million yuan after expenses [4]