证券代码：302132 证券简称：中航成飞 公告编号：2025-058 中航成飞股份有限公司 关于回购股份注销完成暨股份变动 中航成飞股份有限公司（原"中航电测仪器股份有限公司"）于 2021 年 2 月 公司拟通过集中竞价交易方式以自有资金回购部分股份，用于后期实施员工持股 计划或股权激励。截至 2022 年 2 月 7 日，公司累计通过股票回购专用证券账户 以集中竞价交易方式回购股份 4,691,000 股，约占公司当时总股本的 0.79%，最高 成交价为 13.19 元/股，最低成交价为 12.30 元/股，成交总金额为 60,813,062.00 元 （不含交易费用）。 回购股份留存期间，中国航空工业集团有限公司（以下简称"中国航空工业 集团"）与公司签订股权收购协议，约定公司拟通过发行股份购买资产的方式收 购中国航空工业集团持有的成都飞机工业（集团）有限责任公司 100%股权。截至 股增加至 2,676,782,376 股，回购专用证券账户中库存股数量未发生变化，公司股 票回购专用证券账户持股比例由 0.79%下降至 0.18%。 由于在回购股份留存期间，公司启动发行股份购买资产事项，构成重大资产 ...

关于回购股份注销完成暨股份变动 及完成注册资本减少工商变更登记的公告 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。 证券代码：302132 证券简称：中航成飞 公告编号：2025-058 中航成飞股份有限公司 2、经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次回购股 份注销事宜已于 2025 年 8 月 13 日办理完成。 3、截至本公告披露日，公司已办理本次注销回购股份减少注册资本的工商变 更登记及章程备案等相关事宜，并取得陕西省市场监督管理局换发的《营业执照》， 公司注册资本已由 2,676,782,376 元变更为 2,672,091,376 元。 根据《中华人民共和国公司法》《上市公司股份回购规则》《深圳证券交易 所上市公司自律监管指引第 9 号——回购股份》等有关法律法规的规定，现就本 次回购股份注销完成暨股份变动情况公告如下： 一、回购股份的实施情况及使用情况 中航成飞股份有限公司（原"中航电测仪器股份有限公司"）于 2021 年 2 月 8 日召开第六届董事会第十七次会议审议通过了《关于回购公司股份的方案》， 公司拟通过集中竞价交易 ...

8月12日，沪深两融数据显示，中航成飞获融资买入额1.25亿元，居两市第321位，当日融资偿还额1.82 亿元，净卖出5628.20万元。 最近三个交易日，8日-12日，中航成飞分别获融资买入0.89亿元、1.13亿元、1.25亿元。 融券方面，当日融券卖出0.05万股，净卖出0.04万股。 ...

Core Viewpoint - The stock of AVIC Chengfei experienced a significant decline of 2.83% on August 7, 2023, amid reports of fund reductions by E Fund in its major shareholders [1] Company Overview - AVIC Chengfei Co., Ltd. was established in 2002 and is located in Hanzhong City, primarily engaged in the manufacturing of computers, communications, and other electronic equipment [1] - The company has a registered capital of 26,720.91376 million RMB, with Sui Shaochun as the legal representative [1] Fund Performance - E Fund's two funds, E Fund ChiNext ETF and E Fund National Defense and Military Industry Mixed A, reduced their holdings in AVIC Chengfei during the second quarter of this year [1] - E Fund ChiNext ETF has a year-to-date return of 10.52%, ranking 816 out of 2004 in its category [2] - E Fund National Defense and Military Industry Mixed A has a year-to-date return of 14.04%, ranking 1352 out of 2874 in its category [2] Fund Manager Information - The fund managers for E Fund ChiNext ETF and E Fund National Defense and Military Industry Mixed A are Cheng Xi and Liu Shurong, respectively [6][9] - Cheng Xi has been managing the E Fund ChiNext ETF since May 7, 2016, and has extensive experience in various funds [6] - Liu Shurong has been managing multiple funds since July 18, 2017, and has a background in finance and investment management [9]

Core Viewpoint - The high-end equipment sector is experiencing mixed performance, with significant movements in specific stocks and a positive long-term outlook for the military industry driven by technological advancements and increased defense spending [1][3][4]. Group 1: Market Performance - As of August 7, 2025, the CSI High-End Equipment Sub-Index decreased by 0.80%, with stocks showing varied performance; 712 led with an increase of 8.65%, while Guorui Technology saw the largest decline [1]. - The high-end equipment ETF (159638) had a turnover rate of 4.57% and a transaction volume of 54.32 million yuan, with an average daily transaction volume of 63.18 million yuan over the past week [3]. Group 2: ETF Performance - The latest scale of the high-end equipment ETF reached 1.198 billion yuan, with a net value increase of 33.28% over the past year [3]. - Since its inception, the ETF has recorded a highest single-month return of 19.30%, with the longest consecutive monthly gains being three months and a maximum increase of 21.15% [3]. Group 3: Industry Outlook - Recent reports indicate that the domestic military construction is transitioning towards "intelligent and unmanned" systems, with global military trade demand expanding, suggesting a long-term growth cycle for the military industry [3]. - The recent successful launch of the Pakistan Remote Sensing Satellite 01 demonstrates the maturity and stability of China's aerospace technology, while the successful flight of the Kuaizhou-1A rocket reinforces the high prosperity of the aerospace equipment sector [3]. Group 4: Key Stocks - As of July 31, 2025, the top ten weighted stocks in the CSI High-End Equipment Sub-Index accounted for 46.03% of the index, with notable companies including AVIC Shenyang Aircraft Company and Aero Engine Corporation of China [4]. - The performance of key stocks varied, with AVIC Shenyang Aircraft Company down by 2.36% and Aerospace Electronic Technology up by 2.08% [6]. Group 5: Investment Opportunities - Investors can consider the CSI High-End Equipment Sub-Index ETF linked fund (018028) for potential industry rotation opportunities [6].

Core Viewpoint - The military industry sector is experiencing a strong performance driven by multiple favorable factors, contributing to the recent upward trend in the stock market indices, particularly the Shanghai Composite Index, which closed at 3633.99 points, up 0.45% [1]. Group 1: Military Industry Performance - The military sector has shown significant strength, with various sub-sectors such as PEEK materials, liquid cooling servers, military equipment, and humanoid robots all performing well [3][5]. - The defense ETF (512670) has seen a year-to-date increase of 23.02%, leading its category, and has achieved three consecutive monthly gains [7][11]. - The overall market for defense and military indices has seen substantial growth, with the China Securities Defense Index rising by 22.95% since the beginning of the year, outperforming other similar indices [11][12]. Group 2: Investment Trends and Market Dynamics - There is a notable increase in capital expenditure (Capex) from overseas manufacturers, reinforcing the "investment-growth-reinvestment" cycle in the AI industry, which is closely linked to the military sector [6]. - The military industry is benefiting from geopolitical tensions, with global military spending projected to reach $2.7 trillion in 2024, a 9.4% increase year-on-year, which is expected to enhance China's share in the international arms trade [14]. - The military sector is entering a new order cycle, with a high degree of certainty for future demand, particularly in areas such as aviation, armaments, and drones, indicating a positive outlook for the second half of the year [17][15]. Group 3: Stock Performance and Fund Inflows - As of July 27, 42 military stocks reported a net profit of nearly 5.6 billion yuan, a year-on-year increase of over 45%, marking the highest level in five years [18]. - Institutional investors have begun to increase their allocation to military stocks after ten consecutive quarters of reduction, with military-themed funds growing significantly in the second quarter [18]. - The defense ETF (512670) has attracted a net inflow of 394 million yuan from June 23 to August 5, with a substantial increase in trading volume and fund size [27].

中航成飞8月6日大宗交易平台出现一笔成交，成交量17.64万股，成交金额1226.33万元，大宗交易成交 价为69.52元，相对今日收盘价折价21.73%。该笔交易的买方营业部为第一创业证券股份有限公司北京 和平里证券营业部，卖方营业部为中信证券股份有限公司北京安外大街证券营业部。 证券时报·数据宝统计显示，中航成飞今日收盘价为88.82元，上涨4.77%，日换手率为5.83%，成交额为 30.46亿元，全天主力资金净流入2.34亿元，近5日该股累计上涨4.51%，近5日资金合计净流入1263.88万 元。 两融数据显示，该股最新融资余额为15.38亿元，近5日增加1.32亿元，增幅为9.42%。（数据宝） 8月6日中航成飞大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 17.64 | 1226.33 | 69.52 | -21.73 | 第一创业证券股份有限公 | 中信 ...

三连阳的沪指从上周的回调中反弹，指数继续向年内新高发起冲击。 多重利好驱动的军工板块，无疑是这三连涨背后的主要功臣，今天继续着强势表现。 这波军工行情，到底能走多久？ 01 涨停潮继续 板块题材方面，硬件装备细分赛道一齐开花。Peek材料、液冷服务器、军工装备、人形机器人板块走高，水电、医药板块调整。 | PEEK材料 8.87% | 中船系 4.62% | 宇树机器人 3.71% | 十大军工集团 3.56% | 航母 3.55% | | --- | --- | --- | --- | --- | | 减速器 3.43% | 章 [信息化 3.23% | 具身智能 3.06% | ■■■机 3.05% | 液冷服务器 2.99% | | 雅江水电站 -0.99% | | 坑生素 【 引き陸に 投资股大数据 | 血液制品 -1.36% | 减肥药 -1.49% | | 水利水电建设 -1.51% | 干细胞 -1.58% | CRO -1.59% | 法感 -1.63% | 天堂腿园 -3.26% | | | | | | 数据支持:勾股大数据、Wind | | 了解更多图文干货,请下载 | | | | 工格修 ...

Market Performance - Chengfei concept stocks rose by 2.63%, ranking 10th in the concept sector, with 37 stocks increasing in value [1] - Notable gainers included Huami New Materials with a 30% limit up, Chengfei Integration, and Lijun Shares, both hitting the upper limit [1] - The top decliners were Xiling Power, New Dazhou A, and Huali Chuantong, with declines of 1.71%, 1.25%, and 1.18% respectively [1] Capital Flow - The Chengfei concept sector saw a net inflow of 1.098 billion yuan, with 24 stocks receiving net inflows [2] - Chengfei Integration led the net inflow with 659 million yuan, followed by Zhonghang Chengfei and Lijun Shares with 234 million yuan and 171 million yuan respectively [2][3] - The net inflow ratios for Chengfei Integration, Lijun Shares, and Houp Shares were 31.47%, 9.14%, and 7.84% respectively [3] Stock Performance - Chengfei Integration had a daily increase of 10.01% with a turnover rate of 15.33% [3] - Zhonghang Chengfei and Lijun Shares also performed well, with increases of 4.77% and 9.99% respectively [3] - Other notable performers included Huami Shares and Kunshan Intelligent, which rose by 4.94% and 4.05% respectively [1][3]

Core Insights - The stock of AVIC Chengfei rose by 6.57% on August 6, reaching a price of 90.35 CNY per share, with a trading volume of 1.769 billion CNY and a turnover rate of 3.43%, resulting in a total market capitalization of 241.847 billion CNY [1] Company Overview - AVIC Chengfei is located in the Economic Development Zone of Hanzhong City, Shaanxi Province, and specializes in the field of intelligent measurement and control, providing dual-use products and system solutions across various sectors including aerospace defense, sensing control, smart industry, and intelligent transportation [1] - The company possesses internationally leading technology in the field of technological innovation and intelligent measurement and control products, having received multiple national honors, and aims to become a world-class supplier of intelligent measurement and control solutions [1] Financial Performance - As of June 10, AVIC Chengfei had 89,700 shareholders, with an average of 6,589 circulating shares per person [2] - For the first quarter of 2025, the company reported an operating income of 3.309 billion CNY, a year-on-year decrease of 81.10%, and a net profit attributable to shareholders of 156 million CNY, down 89.50% year-on-year [2]