公司已与中航机载系统有限公司（以下简称机载公司）、航空投资签署附生效条件的《航投誉华（深 圳）机载系统产业投资合伙企业（有限合伙）合伙协议》，约定合伙企业的最高权力机构是合伙人会 议，合伙人会议讨论事项，占出资额过半数的合伙人同意即可通过合伙企业相关事项，执行事务合伙 人/普通合伙人航空投资同意放弃参与表决权。本次交易完成后，公司持有航投誉华过半数表决权，构 成对航投誉华的实际控制，并表航投誉华。本次交易完成后，公司将与机载公司、航空投资一同制定航 投誉华清算解散方案并报送有权单位审批，预计将于本次交易完成后两年内完成航投誉华清算解散事 宜，实现航投誉华持有5家企业的股权上翻。 格隆汇12月12日丨中航机载(600372.SH)公布，公司拟以20,210.57万元对价收购中航航空产业投资有限 公司（以下简称航空投资）持有航投誉华（深圳）机载系统产业投资合伙企业（有限合伙）（以下简称 航投誉华）（北京誉华私募基金管理有限公司退伙后的非基金形式有限合伙企业）59.1816%份额的合 伙份额（对应28,999.00万元认缴出资额）（最终交易定价以经国资监管有权单位备案的估值确定）。 ...

Core Viewpoint - The aerospace industry is experiencing significant growth, driven by advancements in commercial space activities and satellite technology, with a notable increase in stock performance among key companies in the sector [1][2]. Group 1: Industry Performance - The National Aerospace Industry Index (CN5082) rose by 0.87% as of December 12, 2025, with notable stock increases from companies such as Yaguang Technology (6.25%), Aerospace Technology (5.72%), and Aerospace Development (4.99%) [1]. - The Aerospace ETF (159227) increased by 0.93%, with the latest price reported at 1.2 yuan [1]. Group 2: Commercial Space Developments - Blue Arrow Aerospace's Vice President reported that the company has over 600 suppliers covering more than 90 cities in China, with nearly 70% being private enterprises and 30% state-owned [1]. - The Wuxi Zhuque No. 3 assembly base is under construction, aiming for completion by the end of the year and expected to be operational in 2026, focusing on rocket assembly and intelligent manufacturing [1]. Group 3: Technological Advancements - Since July, the progress of low-orbit satellite networking has accelerated, with private rocket participation and the establishment of launch facilities, which are expected to alleviate current capacity constraints [1]. - Breakthroughs in mobile direct connection technology are anticipated to boost satellite communication applications [1]. Group 4: ETF Composition - The Aerospace ETF closely tracks the National Aerospace Index, covering key industry segments such as aerospace equipment, satellite navigation, and new materials, with commercial aerospace concepts accounting for 56.5% of its weight [2]. - The top ten holdings include industry leaders like Aerospace Development, China Satellite, and Aerospace Electronics [2].

据天眼查APP显示，中航机载系统股份有限公司成立于1999年11月26日，注册资本483889.663万人民 币。（数据宝） 12月11日中航机载大宗交易一览 | 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营业 | 卖方营业 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 部 | 部 | | 44.40 | 499.50 | 11.25 | -10.36 | 机构专用 | 机构专用 | （文章来源：证券时报网） 中航机载12月11日大宗交易平台出现一笔成交，成交量44.40万股，成交金额499.50万元，大宗交易成交 价为11.25元，相对今日收盘价折价10.36%。该笔交易的买卖双方均为机构专用席位。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为996.70万元。 证券时报·数据宝统计显示，中航机载今日收盘价为12.55元，上涨0.40%，日换手率为1.09%，成交额为 6.63亿元，全天主力资金净流出2596.73万元，近5日该股累计上涨2.03%，近5日资金合计净流出1.2 ...

| 2025-12-11 | 中航机载 | 600372 11.25 | 499.5 | 44.4 | 机构专用 | 机构专用 | | Ka | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 证券简称 | | 证券代码 | | | | | 卖出营业部 | 是否为专场 | 12月11日，中航机载大宗交易成交44.4万股，成交额499.5万元，占当日总成交额的0.75%，成交价11.25 元，较市场收盘价12.55元折价10.36%。 ...

据慧博云通消息，近日，慧博云通成功中标中航机载系统共性技术有限公司"机载软硬件验证测试服务 项目"。慧博云通将为中航机载提供机载航空类软硬件测试用例及程序开发服务。 ...

Group 1: Company Overview - Shengyi Technology (600183) focuses on high-frequency and high-speed copper-clad laminates and bonding sheets for the commercial aerospace sector, providing core materials for satellite communication equipment and rocket electronic control systems, with over 30 years of technology accumulation in high-frequency materials [1][19] - Guangqi Technology (002625) is a leader in metamaterials for aerospace applications, developing lightweight and high-strength structural components that reduce the weight of aerospace equipment by over 30%, enhancing stealth and extreme environment capabilities [2][20] - China Satellite Communications (601698) is the only domestic operator of commercial communication satellites, managing 18 high-orbit satellites and leading the GW constellation project for 13,000 low-orbit satellites, covering over 95% of the globe [3][21] Group 2: Product Applications - Jingwang Electronics (603228) provides high-density interconnect (HDI) printed circuit boards and flexible circuit boards for commercial aerospace, with applications in satellite navigation systems and rocket measurement and control equipment [4][22] - Sanan Optoelectronics (600703) specializes in the research and production of GaN (gallium nitride) semiconductors, which are critical components for rocket engine control systems and satellite communication payloads, significantly improving energy efficiency and reliability [5][22] - China Aerospace Science and Technology Corporation (600118) is the only listed platform of the Aerospace Science and Technology Group, focusing on the research, manufacturing, and integration of commercial satellites, holding the largest market share in small satellites in China [7][25] Group 3: Emerging Technologies - Guodun Quantum (688027) applies quantum communication technology in commercial aerospace, developing satellite-based quantum communication payloads and quantum key distribution devices to ensure secure data transmission [8][26] - Aerospace Electronics (600879) has a dominant market share in rocket measurement and control systems, with over 90% market share, and provides core measurement and control solutions for private rocket companies [9][27] - Light Library Technology (300620) develops core optical communication devices for satellite laser communication systems, enabling high-speed, low-loss data transmission between satellites [10][28] Group 4: Industry Trends - Huafeng Technology (688629) provides high-reliability connectors and cable components for commercial aerospace, meeting the needs of rocket structure connections and satellite payload integration [13][32] - Aojie Technology (688220) focuses on satellite communication baseband chips, enabling efficient data exchange between satellites and ground terminals, supporting new applications like direct satellite connections for mobile phones [14][33] - Zhongke Xingtou (688568) offers space-based big data processing and application services, leveraging its GEOVIS digital earth platform for diverse data services in agriculture, urban planning, and disaster warning [15][34]

12月8日，中航机载大宗交易成交44万股，成交额497.2万元，占当日总成交额的0.59%，成交价11.3 元，较市场收盘价12.63元折价10.53%。 | 2025-12-08 | 中航机载 | 600372 11.3 497.2 44 | 机构专用 | 机构专用 | | | KO | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 证券简称 | | 证券代码 | | | 卖出营业部 | 是否为专场 | | ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ●调整前回购价格上限：不超过人民币17.06元/股（含本数） ●调整后回购价格上限：不超过人民币17.03元/股（含本数） 公司本次通过上海证券交易所交易系统以集中竞价交易方式进行股份回购价格上限由不超过人民币 17.06元/股（含）调整为不超过人民币17.03元/股（含），调整后的回购价格上限于2025年12月4日生 效。具体的价格调整公式如下： ●回购价格调整起始日期：2025年12月4日 一、回购股份基本情况 中航机载系统股份有限公司（以下简称公司）董事会于2025年4月18日召开第八届董事会2025年度第二 次会议，审议通过了《关于审议公司以集中竞价交易方式回购股份的议案》，公司拟使用自有资金 30,000万元（含）-50,000万元（含），通过上海证券交易所交易系统以集中竞价交易方式进行股份回 购，本次回购股份的价格不超过17.13元/股（含），本次回购的股份将全部用于员工持股计划或股权激 励计划。具体内容详见公司于2025年4月19日披露的《中航机载系 ...

证券日报网讯 12月4日晚间，中航机载发布公告称，调整前回购价格上限为不超过17.06元/股（含本 数），调整后回购价格上限为不超过17.03元/股（含本数），回购价格调整起始日期为2025年12月4 日。 （编辑 丛可心） ...

股票代码：600372 股票简称：中航机载 编号：2025-077 中航机载系统股份有限公司 关于实施 2025 年前三季度权益分派后调整股份回购价格上限的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ●调整前回购价格上限：不超过人民币 17.06 元/股（含本数） ●调整后回购价格上限：不超过人民币 17.03 元/股（含本数） ●回购价格调整起始日期：2025 年 12 月 4 日 一、回购股份基本情况 中航机载系统股份有限公司（以下简称公司）董事会于 2025 年 4 月 18 日召开第八届董事会 2025 年度第二次会议，审议通过了《关于审议公 司以集中竞价交易方式回购股份的议案》，公司拟使用自有资金 30,000 万元（含）-50,000 万元（含），通过上海证券交易所交易系统以集中竞 价交易方式进行股份回购，本次回购股份的价格不超过 17.13 元/股（含）， 本次回购的股份将全部用于员工持股计划或股权激励计划。具体内容详见 公司于 2025 年 4 月 19 日披露的《中航机载系统股份有限 ...