Market Overview - The computer equipment sector experienced a decline of 1.1% on January 29, with ZhenTong Electronics leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the computer equipment sector included: - RuiMing Technology (002970) with a closing price of 60.91, up 10.01% and a trading volume of 171,800 shares, totaling 1.044 billion yuan [1] - MeiAnSen (300275) closed at 13.69, up 3.79% with a trading volume of 243,300 shares, totaling 330 million yuan [1] - Major decliners included: - ZhenTong Electronics (002197) closed at 8.70, down 6.25% with a trading volume of 300,200 shares, totaling 270 million yuan [2] - YuTong Optics (300790) closed at 27.05, down 6.08% with a trading volume of 184,400 shares, totaling 510 million yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 1.766 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.293 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - RuiMing Technology (002970) had a net inflow from institutional investors of 1.75 billion yuan, while retail investors saw a net outflow of 34.85 million yuan [3] - New大陆 (000997) experienced a net inflow of 68.71 million yuan from institutional investors, but a significant outflow of 648.16 million yuan from retail investors [3] - MeiAnSen (300275) had a net inflow of 30.47 million yuan from institutional investors, with a slight net inflow from retail investors of 51,370 yuan [3]

二、 本次减持计划的主要内容 证券代码：920190 证券简称：雷神科技 公告编号：2026-002 青岛雷神科技股份有限公司 股东拟减持股份的预披露公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 | 股东名称 | 计划减 | 计划减持 数量占总 | 减持 | 减持 | 减持 | 拟减持股 | 拟减 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 持数量 | | | | 价格 | | 持 | | | | 股本比例 | 方式 | 期间 | | 份来源 | | | | （股） | | | | 区间 | | 原因 | | | | （%） | | | | | | | 青岛海立 | | | | 自本公告 | 根据 | 北交所上 | 基金 | | 方舟创业 | 不高于 | | 集中竞 | 披露之日 | | 市前取得 | | | | | | | | 市场 | | 存续 | | 投资中心 | 1,779,0 | 1.7791% | 价或大 | 起 30 个交 | | （含 ...

Group 1 - The Shanghai Composite Index is at 4178.99 points, above the annual line, with an increase of 0.97% [1] - The total trading volume of A-shares today is 16052.54 billion yuan [1] - A total of 175 A-shares have surpassed the annual line, with notable stocks including Qicai Chemical, Boshi Optical, and Thunder Technology, showing divergence rates of 18.05%, 15.79%, and 8.62% respectively [1] Group 2 - The top three stocks with the highest divergence rates are as follows: - Qicai Chemical (300758) with a daily increase of 20.01% and a divergence rate of 18.05% [1] - Boshi Optical (300622) with a daily increase of 19.99% and a divergence rate of 15.79% [1] - Thunder Technology (920190) with a daily increase of 16.63% and a divergence rate of 8.62% [1] Group 3 - Other stocks that have recently crossed the annual line include: - Zhongxin Tourism (002707) with a divergence rate of 8.45% [1] - Shanshui Bide (300844) with a divergence rate of 8.28% [1] - Qudong Power (920275) with a divergence rate of 7.80% [1]

本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、本次股票解除限售数量总额为 768,000 股，占公司总股本 0.7680%，可交易时间为 2026 年 1 月 9 日。 二、本次股票解除限售的明细情况及原因 单位：股 证券代码：920190 证券简称：雷神科技 公告编号：2026-001 青岛雷神科技股份有限公司 股票解除限售公告 2 （一）申请解除限售的股东不存在尚未履约的承诺 （二）不存在申请解除限售的股东对上市公司的非经营性资金占用 情形 （三）不存在上市公司对申请解除限售的股东的违规担保等损害上 市公司利益行为的情况 （四）在本次解除限售的股票中，不存在上市公司、上市公司股东约 定、承诺的限售股份 | 序号 | 股东姓名或 | 是否为控 股股东、 | | 本次解限 | 本次解除 | 本次解 除限售 股数占 | 尚未解除 限售的股 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 名称 | 实际控制 | 任职情况 | 售原因 | ...

Group 1 - The computer equipment sector increased by 0.45% on the last trading day, with Raytheon Technology leading the gains [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] - Notable gainers in the computer equipment sector included Fushen Technology, which rose by 10.23% to a closing price of 28.01, and Yuyin Co., which increased by 10.06% to 9.41 [1] Group 2 - The computer equipment sector experienced a net outflow of 12.48 million yuan from institutional investors, while retail investors saw a net inflow of 14.5 million yuan [2] - Major stocks with significant net inflows included Aerospace Intelligence with 202 million yuan and Yuyin Co. with 178 million yuan [3] - Conversely, retail investors showed a net outflow from stocks like Yuyin Co. and Aerospace Intelligence, indicating a shift in investment behavior [3]

证券代码：920190 证券简称：雷神科技 公告编号：2025-097 青岛雷神科技股份有限公司 募投项目延期公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、 募集资金基本情况 1 2022 年 12 月 13 日，青岛雷神科技股份有限公司发行普通股 12,500,000 股，发行方式为向不特定合格投资者公开发行，发行价格 为 25 元/股，募集资金总额为 312,500,000.00 元，募集资金净额为 275,500,000.00 元，到账时间为 2022 年 12 月 16 日。 二、 募集资金使用情况 截至 2025 年 11 月 30 日，公司上述发行股份的募集资金使用情 况具体如下： 单位：元 | | | | 募集资金计划 | 累计投入募集 | 投入进 | | --- | --- | --- | --- | --- | --- | | 序号 | 募集资金用途 | 实施主体 | 投资总额（调 | 资金金额 | 度（%） | | | | | 整后）（1） | （2） | （3）= | ...

证券代码：920190 证券简称：雷神科技 公告编号：2025-095 青岛雷神科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 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 担个别及连带法律责任。 一、 投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 √现场参观 □新闻发布会 □分析师会议 □路演活动 1 财务总监：张亮先生 三、 投资者关系活动主要内容 问题 1：请介绍一下公司的业务模式，主要盈利增长点在那些 方面？ 公司将继续坚持"电竞+信创"双轮驱动的战略主轴，聚焦电竞 装备全场景和国产信创机遇，推进公司业务持续发展。 □其他 二、 投资者关系活动情况 活动时间：2025 年 12 月 19 日 活动地点：青岛雷神科技股份有限公司会议室 参会单位及人员：长城证券及相关个人投资者 上市公司接待人员： 董事会秘书：宋波先生 电竞方面：电竞产品方面，持续打造电竞 PC 高端形象产品基 础上，完善机械键盘、游戏鼠标、游戏手柄等外设产品竞争力，拓 展智能眼镜、随身 WIFI、充电宝等电竞周边产品，夯实电竞硬件生 态。渠道方 ...

证券代码：920190 证券简称：雷神科技 公告编号：2025-096 青岛雷神科技股份有限公司 第三届董事会第十四次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 12 月 22 日 5.会议主持人：路凯林先生 6.会议列席人员：公司高级管理人员 7.召开情况合法合规的说明： 2.会议召开地点：公司会议室 3.会议召开方式：现场和通讯结合 4.发出董事会会议通知的时间和方式：2025 年 12 月 15 日以通 讯方式发出 本次会议的召集和召开符合《公司法》和《公司章程》的有关规 定，会议合法有效。 （二）会议出席情况 会议应出席董事 9 人，出席和授权出席董事 9 人。 1 二、议案审议情况 （一）审议通过《关于公司部分募投项目延期的议案》 1.议案内容： 具体 内 容详 见 同日 披 露于 北 京证 券 交易 所 信息 披 露平 台 （www.bse.cn）的《青岛雷神科技股份有限公司募投项目延期公告》。 2 ...

国泰海通证券股份有限公司 关于青岛雷神科技股份有限公司 募投项目延期的专项核查意见 国泰海通证券股份有限公司(以下简称"国泰海通"或"保荐人")作为青 岛雷神科技股份有限公司（以下简称"雷神科技"、"发行人"或"公司"）向 不特定合格投资者公开发行股票并在北京证券交易所上市的保荐人,根据《证券 发行上市保荐业务管理办法》、《北京证券交易所股票上市规则》等相关规定, 对公司募投项目延期事项进行了专项核查,具体情况如下: 二、募集资金使用情况 截至 2025 年 11 月 30 日,公司上述发行股份的募集资金使用情况具体如下: 一、募集资金基本情况 2022 年 12 月 13 日,雷神科技发行普通股 12,500,000 股,发行方式为向不 特定合格投资者公开发行,发行价格为 25元/股,募集资金总额为 312,500,000.00 元，募集资金净额为 275,500,000.00 元，到账时间为 2022 年 12 月 16 日。 | 序号 | 募集资金用途 | 实施主体 | 募集资金计划投 资总额(调整 | 累计投入募集资 | 投入进度 (%) | | --- | --- | --- | --- | --- ...

Group 1 - The report emphasizes the importance of domestic demand as the primary driver for economic growth in 2026, with a focus on implementing consumption-boosting initiatives and enhancing the domestic market [11][12][13] - The contribution rate of domestic demand to economic growth from 2021 to 2024 is projected to be 86.4%, with final consumption accounting for an average contribution rate of 56.2% [12][13] - The report highlights the shift in the retail industry towards quality and service-driven growth, as discussed in the National Retail Innovation Development Conference [15][16] Group 2 - The North Exchange's consumer services sector saw a weekly increase of 0.44%, with food and beverage sector rising by 3.32% [25][31] - As of December 13, 2025, there are 25 companies related to the consumer services sector in the North Exchange's queue, with an average revenue of 1.242 billion yuan and an average net profit of 140.35 million yuan for 2024 [47][48] - Notable companies in the consumer services sector include Yizhi Moyu, which has a market value of 3.555 billion yuan and a net profit of 62.34 million yuan for 2025 Q1-Q3 [24][35] Group 3 - The Consumer Price Index (CPI) for November 2025 increased by 0.7% year-on-year, primarily driven by rising food prices [36][38] - The average wholesale price of pork is reported at 17.65 yuan per kilogram, while the average price of eggs is at 7.43 yuan per kilogram, reflecting market conditions [40][41] - The report indicates that the average price of fresh milk in major producing provinces is 3.02 yuan per kilogram, remaining stable compared to the previous week [46] Group 4 - The report outlines the significant sales performance during the "Double 11" shopping festival, with home appliances, digital devices, and clothing being the top three categories by sales volume [19][21] - The "Double 12" shopping event is set to further stimulate consumer spending, with various platforms launching promotional activities [18][22] - The report identifies 20 related stocks in the North Exchange for the "Double 12" event, covering categories such as home appliances, personal care, and food and beverages [23][24]