证券代码：002389 证券简称：航天彩虹 公告编号：2026-004 航天彩虹无人机股份有限公司 2025年度业绩预告 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、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 二、与会计师事务所沟通情况 报告期内，公司无人机业务收入整体实现增长，但结构发生变化，其 1 项 目 本报告期 上年同期 归属于上市公司 股东的净利润 盈利：2500 万元–3100 万元 8,818 万元 比上年同期下降：64.84%-71.65% 扣除非经常性损 益后的净利润 亏损：5800 万元–6500 万元 -724 万元 比上年同期下降：701.10%-797.79% 基本每股收益 盈利：0.03 元/股–0.03 元/股 0.09 元/股 2、预计的经营业绩：同向下降 中：无人机海外业务景气程度维持高位，公司成功推动多个海外项目对接， 但受订单签订安排的滞后性影响，期内海外收入同比有所减少；无人机国 内市场订单集中落地，用户对公司产品认可度不断提升，业务收入实现同 比增长；公司通过高效的生产与供 ...

证券代码：002389 证券简称：航天彩虹 公告编号：2026-001 航天彩虹无人机股份有限公司 第七届董事会第六次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 1 详 见 2026 年 1 月 29 日 《 证 券 时 报 》 及 巨 潮 资 讯 网 （http://www.cninfo.com.cn）刊登的《关于拟以现金出资参股设立通航 动力公司的公告》（公告编号：2026-002）。 2、以 5 票同意，0 票反对，0 票弃权，审议通过了《关于与关联方共 同参与中电科蓝天科技股份有限公司首次公开发行股票战略配售暨关联 交易的议案》。 同意公司作为战略投资者以自有资金参与电科蓝天首次公开发行股 票并在科创板上市的战略配售，认购金额不超过人民币 4000 万元，并同 意授权公司经营层在战略配售认股协议约定范围内办理战略配售认股协 议涉及的相关事宜。关联董事回避该事项表决。该事项已经公司 2026 年 第一次独立董事专门会议通过。根据《公司章程》《授权管理制度》等相 关规定，本次对外投资事项属于董事会决策权限范围内的事 ...

证券日报网讯 1月28日，航天彩虹在互动平台回答投资者提问时表示，彩虹6相关进展请以公司公告为 准。 （文章来源：证券日报） ...

格隆汇1月28日丨航天彩虹(002389.SZ)在互动平台表示，公司预浸料已实现对彩虹无人机的部分供应， 目前以内部使用为主，暂未形成对外销售。 ...

格隆汇1月28日丨航天彩虹(002389.SZ)在互动平台表示，公司预浸料已实现对彩虹无人机的部分供应， 目前以内部使用为主，暂未形成对外销售。 ...

Group 1 - The company operates in a highly competitive membrane business sector, facing a significant oversupply situation [1] - The company is gradually phasing out low-quality and inefficient businesses and assets [1] - Strategies implemented include reducing outsourcing costs, improving production efficiency, exploring niche markets, and developing high value-added products [1] Group 2 - The company aims to maintain positive cash flow in its new materials business during the industry's downturn [1] - Efforts are being made to mitigate the impact of goodwill impairment on the company [1]

Core Viewpoint - The company is facing intense competition in the membrane business, with a significant oversupply in the market, prompting strategic adjustments to maintain cash flow and reduce the impact of goodwill impairment [1] Group 1: Company Strategy - The company is gradually phasing out low-quality and inefficient businesses and assets [1] - Efforts are being made to reduce outsourcing costs and enhance production efficiency [1] - The company is exploring niche markets and developing high value-added products [1] Group 2: Financial Management - The company aims to preserve cash flow strength during the industry's downturn [1] - There is a focus on ensuring that the cash flow from the new materials business remains positive in the long term [1] - The company is working to mitigate the effects of goodwill impairment on its financial performance [1]

Group 1 - The core viewpoint of the news is that Aerospace Rainbow's stock has experienced fluctuations, with a recent decline in price and significant trading activity, indicating potential investor concerns and market dynamics [1][2]. - As of January 16, Aerospace Rainbow's stock price was 24.90 CNY per share, with a market capitalization of 24.524 billion CNY and a trading volume of 500 million CNY [1]. - The company has seen a year-to-date stock price increase of 3.84%, but a decline of 9.16% over the last five trading days [1]. Group 2 - Aerospace Rainbow, established on November 30, 2001, and listed on April 13, 2010, specializes in unmanned aerial vehicle products and related services, as well as manufacturing capacitors, solar cell back materials, optical films, and lithium-ion battery separators [2]. - The main revenue sources for Aerospace Rainbow are unmanned aerial vehicles and related products (37.59%), back materials and insulation materials (23.85%), optical films (20.64%), technical services (15.02%), and others (2.91%) [2]. - As of December 31, the number of shareholders for Aerospace Rainbow was 122,500, a decrease of 6.73% from the previous period, with an average of 8,041 circulating shares per shareholder, an increase of 7.22% [2]. Group 3 - Aerospace Rainbow has distributed a total of 4.64 billion CNY in dividends since its A-share listing, with 1.78 billion CNY distributed over the last three years [3]. - As of September 30, 2025, the top ten circulating shareholders included the Guotai Zhongzheng Military Industry ETF, which held 6.7687 million shares, a decrease of 1.3034 million shares from the previous period [3]. - Hong Kong Central Clearing Limited entered as a new shareholder, holding 6.6883 million shares, while the Southern Zhongzheng 1000 ETF held 6.3635 million shares, also showing a decrease [3].

Core Viewpoint - The A-share market experienced fluctuations on January 15, with the commercial aerospace sector undergoing a pullback, as evidenced by the 4.52% decline in the Aviation ETF Fund (159257) [1]. Group 1: Aviation ETF Fund Performance - The Aviation ETF Fund (159257) saw mixed performance among its constituent stocks, with Hongdu Aviation rising over 9%, while Zhongke Xingtu fell more than 19%, and several other stocks, including Haige Communication and China Satellite, hit the daily limit down [3][4]. - The top ten constituent stocks of the Aviation ETF Fund include significant players in various sectors, with notable declines in several defense and aerospace-related stocks [4]. Group 2: Low Altitude Economy Developments - The low altitude economy is gaining traction, with Shanghai aiming to become the "world eVTOL capital" by 2028, targeting a core industry scale of approximately 80 billion yuan, supported by substantial government incentives [5]. - The Ministry of Industry and Information Technology and other departments have prioritized the development of drones and intelligent low-altitude equipment, indicating a strategic push towards integrating artificial intelligence with manufacturing processes [5][6]. Group 3: Industry Trends and Market Potential - The low altitude economy is being incorporated into the five-year plans of around 30 provinces and cities, with applications in low-altitude logistics and tourism leading the way [6]. - The competition for satellite frequency resources has intensified, with major players like China Star Network and the Radio Innovation Institute actively participating, indicating a strategic focus on satellite constellation development [7]. - The Aviation ETF Fund (159257) is heavily weighted towards the defense and military sector, which constitutes 61.6% of its index, and is expected to benefit from the rising demand in military trade [7][11]. Group 4: Investment Opportunities - The Aviation ETF Fund (159257) has a significant focus on low altitude economy stocks, which account for 53% of its index, suggesting potential growth opportunities in this emerging sector [10]. - The commercial aerospace segment represents 30% of the fund, covering satellite navigation and internet sectors, which are poised to tap into a trillion-yuan market space [11].

Group 1 - The General Aviation ETF Huaxia (159230) experienced a decline of 4.11%, closing at 1.399 yuan with a trading volume of 32.33 million yuan [1] - Key stocks within the General Aviation ETF include: - Wan Feng Ao Wei up by 0.52% - Hongdu Aviation up by 9.79% - Aerospace Rainbow down by 1.63% - Zhongzhichuan down by 0.03% - Zhuhai Guanyu up by 0.20% - Huali Chuantong down by 10.56% - Yingliu Co. up by 0.98% - Southern Network Technology down by 1.43% - Ruichuang Weina down by 2.90% - China Satellite down by 10.00% [1] - The performance benchmark for the General Aviation ETF Huaxia is the National General Aviation Industry Index return rate, managed by Huaxia Fund Management Co., Ltd. The fund manager is Yang Siqi [1] Group 2 - Since its establishment on May 21, 2025, the General Aviation ETF Huaxia has achieved a return of 45.65%, with a return of 26.77% over the past month [1]