Group 1 - The core point of the article highlights the significant drop in the stock price of AVIC Chengfei, which fell by 4.33% on June 10 [1] - AVIC Chengfei Co., Ltd. was established in 2002 and is primarily engaged in the manufacturing of instruments and meters, with a registered capital of approximately 2.68 billion RMB [1] - Two funds under E Fund Management, namely E Fund ChiNext ETF and E Fund National Defense and Military Industry Mixed A, have reduced their holdings in AVIC Chengfei during the first quarter of this year [1] Group 2 - The E Fund ChiNext ETF has reported a year-to-date return of -4.10%, ranking 2947 out of 3393 in its category [1] - The E Fund National Defense and Military Industry Mixed A has a year-to-date return of 0.45%, ranking 3193 out of 4536 in its category [1] - The performance of the E Fund ChiNext ETF has shown a decline of 6.67% over the past three months and 9.32% over the past six months [2] Group 3 - The fund managers for the E Fund ChiNext ETF and E Fund National Defense and Military Industry Mixed A are Cheng Xi and Liu Shurong, respectively [5][6] - Cheng Xi has been managing funds since May 7, 2016, and has extensive experience in various funds under E Fund Management [5][6] - Liu Shurong has been a fund manager since July 18, 2017, and has also managed multiple funds within E Fund Management [7] Group 4 - E Fund Management Company was established in April 2001 and is led by Chairman Liu Xiaoyan and General Manager Wu Xinrong [8] - The company has 11 shareholders, with Yingfeng Group, Guangdong Yuecai Trust, and Guangfa Securities each holding 22.65% of the shares [8]

证券代码：302132 证券简称：中航成飞 公告编号：2025-056 中航成飞股份有限公司 2024年年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 二、本次实施的利润分配方案 1、截至本公告披露日，中航成飞股份有限公司（以下简称"公司"）回购专 户持有股份 4,691,000 股，根据《公司法》等相关规定，该部分已回购股份不参与 本次权益分派。本次权益分派以公司现有总股本 2,676,782,376 股剔除公司回购专 户持有股份 4,691,000 股后的 2,672,091,376 股为基数，向全体股东每 10 股派发现 金股利 0.14 元（含税），合计派发现金股利 37,409,279.26 元，送红股 0 股（含 税），以资本公积金向全体股东每 10 股转增 0 股，剩余未分配利润结转下一年 度。 2、本次利润分配实施完成后，公司将按照总股本（含回购股份）折算的每 10 股现金分红的比例计算除权除息参考价格：按公司总股本（含回购股份）折算每 10 股现金分红金额=37,409,279.26 元÷2,676,782,376 股× ...

"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> 军工装备板块短线走低，捷强装备（300875）跌超12%，迈信林、利君股份（002651）、晨曦航空 （300581）、中航成飞（302132）等跟跌。 ...

证券代码：302132 证券简称：中航成飞 公告编号：2025-055 中航成飞股份有限公司 第八届董事会第四次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 中航成飞股份有限公司（以下简称"公司"）于 2025 年 5 月 30 日以邮件方式 向全体董事送达了关于召开第八届董事会第四次会议（以下简称"会议"）的通知， 会议于 2025 年 6 月 5 日以现场及视频方式召开。会议应参加董事 11 人，实际参 加董事 11 人，其中独立董事 4 人；董事孙绍山委托董事孟金强出席。本次会议的 召集、召开和表决程序符合法律法规、规范性文件和《公司章程》的规定。 本次会议由董事长隋少春先生主持，经与会董事充分合议并表决，形成如下 决议： 一、审议通过了《关于以划转资产方式对中航电测仪器（西安）有限公司增 资的议案》 同意将原中航电测仪器股份有限公司本部资产以账面净值划转增资至全资 子公司中航电测仪器（西安）有限公司，此次增资不涉及上市公司权益变动。 表决结果：有效表决票数 11 票，同意 11 票，反对 0 票，弃权 0 票。 特此公告。 中航成飞股份 ...

Group 1 - The core viewpoint of the news highlights the financial performance and market position of AVIC Chengfei, indicating a significant decline in revenue and profit for the first quarter of 2025 compared to the previous year [2] - As of May 30, 2025, the number of shareholders for AVIC Chengfei decreased by 17,007 to a total of 88,366, with an average holding value of 352,800 yuan per shareholder [1] - The company's latest market capitalization stands at 207.58 billion yuan, with a price-to-earnings ratio (PE) of -169.85 (TTM) and a price-to-book ratio of 10.59 [3] Group 2 - AVIC Chengfei specializes in the research and production of aircraft measurement control products, power distribution systems, strain gauges, and various other aviation and industrial equipment [2] - The company has achieved numerous international certifications for its products, including 73 OIML certifications and 207 NEPSI explosion-proof certifications, indicating a strong compliance with international standards [2] - The latest financial report shows that for Q1 2025, the company reported a revenue of 3.309 billion yuan, reflecting a year-on-year decrease of 81.10%, and a net profit of 156 million yuan, down 89.50% from the previous year [2]

A股重磅。 5月30日，中证指数公司发布公告称，将调整沪深300、中证500、中证1000、中证A50、中证A100、中证A500等指数样本，6月13日收市后也即6月16日起正式生 效。同时，上海证券交易所与中证指数有限公司也联合发布公告称，将调整上证50、上证180、上证380、科创50等指数样本，也是6月13日收市后也即6月16日起 生效。 沪深300等6大指数合计更换187只样本 5月30日，中证指数有限公司还宣布将调整沪深300、中证500、中证1000、中证A50、中证A100、中证A500等指数样本，此次调整为指数样本的定期例行调整， 定期调整方案将于6月13日收市后也即6月16日起正式生效。 | | | | | | | 调出名单 | | | 调入名单 | | --- | --- | --- | --- | | 证券代码 | 证券名称 | 证券代码 | 证券名称 | | 000401 | 童东水泥 | 000062 | 深圳华强 | | 000778 | 新兴铸管 | 000415 | 渤海租赁 | | 000818 | 航锦科技 | 000429 | 粤高速 A | | 000998 | 隆平高 ...

Core Points - The China Securities Central Enterprises New Momentum Theme Index (央企新动能, 931522) rose by 1.45% to 1561.4 points with a trading volume of 13.948 billion yuan on May 29 [1] - Over the past month, the index has increased by 0.67%, but it has decreased by 4.52% over the last three months and by 5.92% year-to-date [1] Index Composition - The index consists of 45 representative listed companies from state-owned enterprises under the State-owned Assets Supervision and Administration Commission, focusing on manufacturing, technology, and modern service industries [1] - The top ten weighted stocks in the index are: Hikvision (10.04%), Guodian NARI (9.88%), Changan Automobile (8.93%), AVIC Optoelectronics (7.16%), AVIC Aircraft (4.0%), China Software (3.84%), China Merchants Highway (3.63%), AVIC Chengfei (3.28%), Shenzhen South Circuit (3.26%), and Baoxin Software (3.2%) [1] Market Distribution - The market distribution of the index holdings shows that the Shenzhen Stock Exchange accounts for 59.38%, the Shanghai Stock Exchange for 40.31%, and the Beijing Stock Exchange for 0.31% [1] - In terms of industry composition, the index holdings are distributed as follows: Industrial sector 50.43%, Information Technology 33.68%, Consumer Discretionary 9.38%, Communication Services 4.06%, Financials 1.65%, and Materials 0.79% [2] Index Adjustment - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are adjusted in accordance with the sample adjustments, and in special circumstances, the index may undergo temporary adjustments [2]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of AVIC Chengfei, including its stock price, market capitalization, and shareholder information [1][2]. - As of May 21, the stock price of AVIC Chengfei closed at 81.96 yuan, reflecting a 2.08% increase, with a latest price-to-book ratio of 11.19 and a total market capitalization of 219.39 billion yuan [1]. - The number of shareholders for AVIC Chengfei reached 115,099 as of May 9, 2025, an increase of 60,401 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1]. Group 2 - AVIC Chengfei specializes in the research and production of aircraft measurement control products, power distribution systems, strain gauges, weighing instruments, and various software and equipment for aviation and automotive applications [2]. - The company holds numerous international certifications for its products, including 73 OIML certifications, 32 NTEP certifications, and 207 NEPSI explosion-proof certifications, among others, indicating a strong compliance with international standards [2]. - In the latest quarterly report for Q1 2025, AVIC Chengfei reported a revenue of 3.309 billion yuan, a year-on-year decrease of 81.10%, and a net profit of 156 million yuan, down 89.50%, with a gross profit margin of 11.05% [2]. Group 3 - The price-to-earnings (P/E) ratio for AVIC Chengfei is reported at -179.51 (TTM) and 1953.45 (static), with a market capitalization of 219.39 billion yuan, which is significantly higher than the industry average P/E ratio of 85.73 [3]. - The industry median P/E ratio is 71.37, indicating that AVIC Chengfei's valuation metrics are considerably divergent from industry norms [3]. - Comparatively, other companies in the industry exhibit varying P/E ratios, with some showing extremely high negative values, suggesting potential volatility or challenges within the sector [3].

Core Viewpoint - The company emphasizes the importance of military trade business development and actively seeks to expand its international market presence [1] Group 1: Company Overview - The company is a key assembly and integration manufacturer for the J-10 aircraft [1] - It has been engaged in military trade for over 40 years, establishing a strong historical foundation in this area [1] Group 2: Product Highlights - The company has produced notable products such as the J-7 series and the JF-17 series [1] Group 3: Strategic Focus - The company will continue to align its operations with national political and diplomatic policies while closely monitoring market trends [1] - There is a commitment to actively explore and develop international markets [1]

Group 1: Company Overview and Development Strategy - AVIC Chengfei is a major base for aircraft manufacturing and export in China, producing key military aircraft and components such as the J-10 and J-20 [2][3] - The company adheres to a development policy focused on "aviation as the foundation, systematic development, independent innovation, and open integration" [2][3] - AVIC Chengfei aims to enhance its investment value and shareholder return through a comprehensive value management system [3] Group 2: Financial Performance and Projections - The company expects revenue to exceed 80 billion yuan in 2025, with a gradual increase in sales starting from the second quarter [3][4] - The gross profit margin is targeted to exceed 20% through cost reduction and efficiency improvement initiatives [3][4] - The company plans to maintain a dividend payout ratio of 15% in 2024, despite a decrease in cash funds to 31% of total assets [8] Group 3: Market Position and Military Trade - AVIC Chengfei has over 40 years of experience in military trade, producing notable products like the J-7 and JF-17 [5][10] - The company is a key player in the military trade sector, with a focus on expanding its international market presence [10][14] - The proportion of overseas military trade revenue is currently below 3%, but there is a growing demand for multi-role combat aircraft in the Middle East and Africa [17] Group 4: Innovation and Technology - The company emphasizes technological innovation as a core strategy, investing in production and market innovation [4][12] - AVIC Chengfei is developing a new digital experience platform to enhance the integration of information technology and aviation manufacturing [12][13] Group 5: Shareholder Engagement and Stock Management - The company is implementing a long-term incentive mechanism for employees, including stock options and employee stock ownership plans [8][34] - AVIC Chengfei is closely monitoring capital market dynamics and plans to consider refinancing to support future growth [18][19] - The company is committed to maintaining a public shareholder ratio above 10% and will consider share buybacks when conditions allow [8][19]