金融界消息 截至2025年8月5日收盘，中航机载（600372）报收于12.5元，下跌0.4%，换手率0.87%，成 交量42.29万手，成交金额5.32亿元。 通过天眼查大数据分析，中航机载系统股份有限公司共对外投资了24家企业，参与招投标项目10次，知 识产权方面有商标信息8条，此外企业还拥有行政许可4个。 资金流向方面，今日主力资金净流出2413.84万元，占比成交额4.54%。其中，超大单净流入1424.76万 元、占成交额2.68%，大单净流出3838.61万元、占成交额7.21%，中单净流出流入2057.40万元、占成交 额3.87%，小单净流入356.44万元、占成交额0.67%。 来源：金融界 中航机载最新一期业绩显示，截至2025一季报，公司营业总收入47.25亿元、同比减少16.26%，归属净 利润1.01亿元，同比减少77.79%，扣非净利润5994.78万元，同比减少83.40%，流动比率1.687、速动比 率1.219、资产负债率49.63%。 天眼查商业履历信息显示，中航机载系统股份有限公司，成立于1999年，位于北京市，是一家以从事铁 路、船舶、航空航天和其他运输设备制造业为主的 ...

Group 1 - The "drone swarm + robotic dog" collaborative system has been showcased, with Kesi Technology's control chip achieving millisecond-level response for hundreds of devices, and the procurement budget for a single system exceeding 50 million yuan [1] - As of August 4, 2025, the CSI Defense Index (399973) rose by 0.56%, with notable increases in constituent stocks such as Haige Communication (002465) up 3.11% and AVIC Aircraft (600038) up 2.29% [1] Group 2 - The current "14th Five-Year Plan" is nearing its conclusion, and the upcoming September 3 military parade is expected to catalyze a significant reshaping of the military industry sector, which has shown a strong upward trend recently [2] - The military industry is anticipated to enter a new phase of growth and value, moving away from previous cyclical fluctuations driven solely by events, supported by the strategic goal of building a world-class military by 2050 [2] Group 3 - The Defense ETF closely tracks the CSI Defense Index, which includes listed companies under the ten major military groups and those providing weaponry to the armed forces, reflecting the overall performance of defense industry stocks [3] - As of July 31, 2025, the top ten weighted stocks in the CSI Defense Index accounted for 43.88% of the index, with companies like AVIC Shenyang Aircraft (600760) and AVIC Engine (600893) among the leaders [3]

Core Viewpoint - The Shanghai Military Industry Index has shown a decline of 1.21% recently, but it has experienced significant growth over the past months, indicating a mixed performance in the military sector [1]. Group 1: Index Performance - The Shanghai Military Industry Index decreased by 1.21% to 8305.87 points, with a trading volume of 33.054 billion yuan [1]. - Over the past month, the index has increased by 1.89%, and over the last three months, it has risen by 20.48%. Year-to-date, the index has grown by 15.11% [1]. Group 2: Index Composition - The index comprises companies primarily engaged in the military industry, selected from the top ten military groups and other related firms [1]. - The top ten weighted stocks in the index are: China Shipbuilding (9.35%), AVIC Shenyang Aircraft (8.46%), Aero Engine Corporation (6.78%), China Shipbuilding Industry Corporation (6.51%), AVIC Avionics (3.68%), Aerospace Electronics (3.19%), China Power (3.17%), Western Superconducting (3.02%), Ruichuang Micro-Nano (2.93%), and AVIC High-Tech (2.69%) [1]. Group 3: Sector Allocation - The index is fully composed of stocks listed on the Shanghai Stock Exchange, with an industrial sector allocation of 77.69%, information technology at 11.89%, materials at 5.78%, telecommunications at 3.26%, and consumer discretionary at 1.37% [1]. Group 4: Sample Adjustment - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, with a sample adjustment ratio not exceeding 10% [2]. - Weight factors are fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2].

Group 1 - On August 1, 34 listed companies repurchased stocks, indicating a trend of companies returning capital to shareholders [1] - Midea Group had the highest repurchase amount at 1.154 billion yuan, buying back 16.08 million shares [1] - Shengxin Lithium Energy repurchased stocks worth 113 million yuan, with a total of 7.07 million shares bought back [1] - AVIC Aircraft's stock repurchase amounted to 59.94 million yuan, with 4.76 million shares repurchased [1]

Group 1 - The company plans to repurchase shares using its own funds ranging from 300 million to 500 million RMB, with a maximum price of 17.13 RMB per share [1] - The repurchased shares will be used entirely for employee stock ownership plans or equity incentive plans [1] - The maximum repurchase price was adjusted to 17.06 RMB per share due to the implementation of the 2024 annual equity distribution [2] Group 2 - As of July 31, 2025, the company has repurchased 4,757,100 shares, representing 0.10% of the total share capital, with a total expenditure of approximately 59.94 million RMB [2] - The highest repurchase price was 12.80 RMB per share, while the lowest was 12.52 RMB per share [2] - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in a timely manner [2]

证券代码：600372 证券简称：中航机载 公告编号：临 2025-045 中航机载系统股份有限公司 关于以集中竞价交易方式首次回购公司股份暨股份回 购进展公告 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： 回购方案首次披露日 2025/4/19 回购方案实施期限 2025/4/21~2026/4/20 预计回购金额 30,000.00万元(含)~50,000.00万元(含) □减少注册资本 √用于员工持股计划或股权激励 回购用途 □用于转换公司可转债 □为维护公司价值及股东权益 累计已回购股数 475.71万股 累计已回购股数占总股本比例 0.10% 累计已回购金额 5,993.54万元 一、 回购股份的基本情况 中航机载系统股份有限公司（以下简称公司）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 ...

（文章来源：证券日报） 证券日报网讯 7月31日晚间，中航机载发布公告称，2025年7月31日，公司通过集中竞价方式首次回购 公司股份4，757，100股，已回购股份占公司总股本的比例为0.10%。 ...

Group 1 - The company, AVIC Aircraft (SH 600372), announced a share buyback of approximately 4.76 million shares, representing 0.1% of its total share capital, with a total expenditure of about RMB 59.94 million [2] - The buyback occurred at a maximum price of RMB 12.8 per share and a minimum price of RMB 12.52 per share [2] - For the year 2024, the company's revenue composition is as follows: 81.75% from aircraft manufacturing (avionics), 9.86% from automotive manufacturing, and 8.39% from other businesses [2]

格隆汇7月31日丨中航机载(600372.SH)公布，2025年7月31日，公司通过集中竞价方式首次回购公司股 份475.71万股，已回购股份占公司总股本的比例为0.10%，回购的最高价为人民币12.80元/股，回购的最 低价为人民币12.52元/股，回购的资金总额为人民币5993.54万元（不含交易费用）。 ...

证券代码：600372 证券简称：中航机载 公告编号：临 2025-045 公司关于以集中竞价方式回购 A 股股份方案的公告暨回购报告书》（公 告编号：临 2025-021）及《中航机载系统股份有限公司第八届董事会 2025 年度第二次会议决议公告》（公告编号：临 2025-019）。 因公司实施 2024 年度权益分派事项，本次以集中竞价交易方式回 购股份价格上限由不超过 17.13 元/股（含）调整为不超过 17.06 元/ 股（含）。具体内容详见公司于 2025 年 6 月 12 日披露的《中航机载系 统股份有限公司关于实施 2024 年度权益分派后调整股份回购价格上限 的公告》（公告编号：临 2025-030）。 二、 回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，现将公司首次回购股份及 回购进展的情况公告如下： 中航机载系统股份有限公司 关于以集中竞价交易方式首次回购公司股份暨股份回 购进展公告 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。 ...