中航（成都）无人机系统股份有限公司一致行动人减持计划详情披露
要点摘要
- 一致行动人中航一期基金拟减持不超过1%股份： 中航融富基金管理有限公司-北京中航一期航空工业产业投资基金（有限合伙）（以下简称“中航一期基金”），作为公司实际控制人中国航空工业集团有限公司（“航空工业集团”）的法定一致行动人，计划在未来三个月内通过集中竞价方式减持其所持有的不超过6,750,000股公司股份，占总股本的1.00%。
- 减持原因： 本次减持的主要原因在于中航一期基金的基金存续期即将届满，为基金正常退出安排。
- 减持时间及方式： 计划减持期间为2026年6月8日至2026年9月7日，采取集中竞价交易方式，所有减持股份均为公司IPO前取得的股份。
- 控股股东及一致行动人持股情况： 截至公告披露日，航空工业集团及其一致行动人合计持有公司52.86%股份（共计356,772,216股），其中航空工业集团直接持有16.6%，其一致行动人分别持有16.30%、10.00%、6.44%、2.46%、1.05%、0.01%的股份。
- 前期减持历史： 中航一期基金在2026年2月13日至2026年3月4日期间，曾以50.00元至65.36元/股的价格区间减持过6,750,000股。
- 股份来源及减持承诺： 本次拟减持股份为IPO前取得，且中航一期基金此前已承诺自上市交易之日起36个月内不会转让相关股份，现已履行完毕承诺期限。
对股东及市场的影响分析
- 潜在股价影响： 作为实际控制人一致行动人的公开减持计划，可能对公司流通股本结构带来一定变化，需关注减持期间市场承接能力及股价波动。
- 实际控制权稳定： 本次减持计划完成后，航空工业集团及其一致行动人仍将维持绝对控股地位，减持不会导致公司控制权变更。
- 信息披露与合规： 减持计划严格遵循《证券法》《科创板股票上市规则》等相关法律法规，承诺及时履行信息披露义务。
- 风险提示： 减持计划的实施存在不确定性，实际减持数量及价格将视市场情况而定，不排除部分或全部不实施的可能性。公司治理结构、未来经营不受重大影响。
详细背景与持股结构
- 中航一期基金持有公司1.05%股份，为IPO前取得。
- 航空工业集团及其一致行动人合计持有52.86%股份，处于绝对控股地位。
- 具体持股情况如下：
- 航空工业集团：16.60%
- 航空工业集团成都飞机设计研究所：16.30%
- 成都飞机工业（集团）有限责任公司：10.00%
- 中航技进出口有限责任公司：6.44%
- 航证科创投资有限公司：2.46%
- 中航一期基金：1.05%
- 中航证券有限责任公司：0.01%
- 减持后，控股股东及一致行动人的持股比例仍将超过50%。
投资者需关注事项
- 关注减持期间及其对股价的潜在影响。
- 关注基金退出带来的短期流通股增加，可能存在一定抛压。
- 控股权未发生变化，长期经营和治理结构稳定性未受影响。
- 公司及股东承诺严格合规减持，及时履行信息披露。
免责声明
本文内容仅供参考，不构成投资建议。投资者据此操作，风险自负。请关注公司后续公告及相关法律法规变化。
AVIC (Chengdu) UAV Systems Co., Ltd. Announces Major Shareholder’s Planned Share Reduction
Key Highlights
- Planned Reduction by AVIC Phase I Fund (Acting in Concert): AVIC Rongfu Fund Management Co., Ltd. – Beijing AVIC Phase I Aeronautical Industry Investment Fund (Limited Partnership) (“AVIC Phase I Fund”), a legally recognized party acting in concert with the company’s actual controller, AVIC Group, plans to reduce its holdings by no more than 6,750,000 shares (no more than 1.00% of total share capital) via centralized bidding within the next three months.
- Reason for Reduction: The reduction is due to the impending expiry of the AVIC Phase I Fund’s operating period, representing a normal fund exit.
- Reduction Method & Period: The reduction will occur between June 8, 2026 and September 7, 2026, by centralized bidding, with all shares being pre-IPO shares.
- Shareholding Structure: As of the announcement date, AVIC Group and its parties acting in concert held 52.86% of the company’s shares (totaling 356,772,216 shares), with AVIC Group directly holding 16.6% and its parties acting in concert holding 16.30%, 10.00%, 6.44%, 2.46%, 1.05%, and 0.01% respectively.
- Recent Reduction History: AVIC Phase I Fund previously reduced 6,750,000 shares between February 13, 2026, and March 4, 2026, at a price range of 50.00 to 65.36 yuan per share.
- Share Source & Lock-up Commitment: All shares to be reduced were acquired before the IPO. The lock-up commitment (36 months from listing date) has been fulfilled.
Impact Analysis for Shareholders and Market
- Potential Share Price Impact: This reduction by a party acting in concert with the actual controller may affect the free float and could pressure the share price, depending on market absorption.
- Control Remains Unchanged: After this reduction, AVIC Group and its parties acting in concert will maintain absolute control, with no change to company control.
- Compliance & Disclosure: The reduction plan complies with all relevant laws and regulations, with a commitment to timely information disclosure.
- Risk Warning: The reduction plan is subject to market conditions and may not be fully or partially implemented. Company governance and long-term operations remain unaffected.
Detailed Background and Shareholding Structure
- AVIC Phase I Fund holds 1.05% of shares, all pre-IPO.
- AVIC Group and parties acting in concert collectively control 52.86% of shares.
- Detailed holdings:
- AVIC Group: 16.60%
- AVIC Group Chengdu Aircraft Design Institute: 16.30%
- Chengdu Aircraft Industry (Group) Co., Ltd.: 10.00%
- AVIC International: 6.44%
- Hangzheng Kechuang: 2.46%
- AVIC Phase I Fund: 1.05%
- AVIC Securities: 0.01%
- The controlling shareholders’ shareholding will remain above 50% after the reduction.
Investor Takeaways
- Monitor the reduction period and potential share price movements.
- Pay attention to the short-term increase in free float due to the fund’s exit, which could cause downward price pressure.
- Note that there is no change in control or long-term governance stability.
- The company and shareholders have committed to strict compliance and timely disclosure.
Disclaimer
This article is for informational purposes only and does not constitute investment advice. Investors act at their own risk. Please monitor the company’s future announcements and any regulatory changes.
