证券代码：600562 证券简称：国睿科技 公告编号：2025-020 国睿科技股份有限公司 关于控股子公司增资扩股事项进展暨关联交易 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： 1.国睿科技控股子公司南京国睿信维软件有限公司（以下简称"国睿信维"） 开展增资扩股，国睿科技、国睿信维拟与投资人签订增资协议；投资人以现金 59,987.8000 万元认购国睿信维注册资本增加额 2,044.5739 万元，其中，电科 投资以现金 4,987.8000 万元认缴 170.0000 万元注册资本。 2.电科投资、国睿科技、国睿信维均属于同一实际控制人中国电子科技集团 有限公司下属企业，本次交易构成上市公司的关联交易。 3.本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 4.过去 12 个月内公司与电科投资之间不存在与本次关联交易相同类型的关 联交易，亦不存在与其他关联人进行的同类相关的交易。 5.本次交易已履行有权批准单位的批准程序。后续相关方需开展增资价款支 付、办理工商变更登记等有关 ...

Market Overview - The Shanghai Composite Index closed at 3444.43 points, above the five-day moving average, with a gain of 0.59% [1] - The total trading volume of A-shares reached 1,517.37 billion yuan [1] Stocks Performance - A total of 664 A-shares have surpassed the five-day moving average, indicating positive momentum [1] - Notable stocks with significant deviation rates include: - Morningstar Airlines (15.14%) - Xiangyu Medical (14.86%) - Qifeng Precision (13.27%) [1][2] - Stocks with smaller deviation rates that just crossed the five-day moving average include: - China Duty Free Group - Shanghai Yizhong - Shanjin International [1] Top Stocks by Deviation Rate - The following stocks had the highest deviation rates from the five-day moving average: - Morningstar Airlines: 19.99% increase, 15.14% deviation [2] - Xiangyu Medical: 20.01% increase, 14.86% deviation [2] - Qifeng Precision: 17.25% increase, 13.27% deviation [2] - Other notable stocks include: - Lianjian Optoelectronics: 19.92% increase, 10.74% deviation [2] - Songsheng Co.: 13.73% increase, 10.55% deviation [2]

Group 1 - The military-civilian integration sector has seen a significant rise, with the sector increasing by over 3% as of June 30, and several stocks, including Lijun Co., Guorui Technology, and Zhongguang Optical, reaching their daily limit [1] - Military-civilian integration refers to the combination of military and civilian industries, leveraging advanced technologies developed in military contexts for civilian applications, such as aerospace technology in communications and navigation, and nuclear technology in power generation and healthcare [1] - The economic impact of military enterprises includes substantial investments in research and development, which, when converted to dual-use technologies, can expand market space, increase product sales, and enhance economic benefits [1] Group 2 - Pacific Securities expresses a positive outlook on the military-civilian integration sector, highlighting strong dual-use potential in areas such as marine, space, cyberspace, biology, and new energy, which may benefit from policy incentives [2] - Zhongyou Securities indicates that the military industry is expected to reach a turning point, with new products and military technology conversion creating new market opportunities [2] - A list of military-civilian integration concept stocks has been compiled for investor reference, although it does not constitute investment advice [2] Group 3 - Zhongbing Hongjian has transitioned from a purely civilian company to a military-civilian integration platform following its restructuring [3] - Great Wall Military Industry operates as a holding company with both military and civilian business segments, primarily focusing on military products [3] - Boya Precision Engineering applies core technologies developed for military equipment to the civilian sector, enhancing product standards [3] - Beihua Co. acquired Xinhua Chemical, a unique military-civilian integration enterprise specializing in nuclear and chemical defense materials [3] - Sichuan Electronics produces radar products for both military and civilian applications, maintaining strong relationships with various governmental departments [3] - Inner Mongolia First Machinery Group develops military-civilian integration products such as multifunctional firefighting vehicles and rescue vehicles [3] - Aerospace Nanhu focuses on key technology development for both military and civilian low-altitude markets, contributing to low-altitude economic initiatives [3] - Xinyu Guoke has been engaged in the research, production, and sales of pyrotechnics and related products, while also developing dual-use technology industries [4]

Core Viewpoint - The military industry sector is experiencing a significant surge, driven by geopolitical tensions and increased military spending, particularly in the context of the Russia-Ukraine conflict and Middle Eastern instability [1][2][7]. Group 1: Market Performance - Military concept stocks collectively surged, with the defense and military trade sectors seeing increases of over 4% and nearly 6% respectively [1]. - Nearly 20 military concept stocks, including 成飞集成 (Chengfei Integration) and 中兵红箭 (China North Industries Group), reached their daily limit or increased by over 10% [1][4]. Group 2: Geopolitical Influences - The escalation of the Russia-Ukraine conflict, marked by large-scale attacks from Russian forces, has significantly impacted military stock performance [7]. - In the Middle East, Israel's defense minister indicated plans for regular actions against Iran, while U.S. President Trump threatened potential military action if Iran advances its nuclear capabilities [8]. - NATO's decision to increase military spending to 5% of GDP by 2035 has also drawn global attention and is expected to influence military stock dynamics [10]. Group 3: Industry Outlook - Analysts suggest that the military industry is in a favorable cycle, with military trade being a crucial growth area for military enterprises amid changing global supply and demand dynamics [2][6]. - The domestic demand for military products is expected to rise as the Chinese military transitions to a new phase of modernization, focusing on "intelligent and unmanned" systems [6]. - The upcoming military parade on September 3 is anticipated to boost market sentiment and highlight new domestic military equipment, aligning with the "14th Five-Year Plan" [5].

Core Insights - The China Securities High-end Equipment Sub-index 50 has shown a strong increase of 3.72% as of June 30, 2025, with notable gains from stocks such as Aerospace South Lake, which rose by 13.57% [1] - The High-end Equipment ETF (159638) has experienced a 3.77% increase, marking its sixth consecutive rise, and has accumulated a 6.19% increase over the past week [1] - The ETF's latest scale reached 1.193 billion yuan, with a daily average transaction volume of 7.76158 million yuan over the past week [1] Performance Metrics - As of June 27, 2025, the High-end Equipment ETF has achieved a net value increase of 27.30% over the past year [1] - The highest single-month return since inception was 19.30%, with the longest consecutive monthly increase being two months and a maximum increase of 29.39% [1] - The average monthly return during rising months is 6.28% [1] Market Dynamics - The top ten weighted stocks in the High-end Equipment Sub-index account for 45.86% of the index, with significant contributors including AVIC Shenyang Aircraft, AVIC Optoelectronics, and Aero Engine Corporation of China [2] - The geopolitical tensions have led to a rapid increase in global military spending, which is expected to significantly boost overall demand for military trade, potentially leading to a growth period for Chinese military trade and improving the profitability and quality of earnings for related companies [4]

Core Viewpoint - The A-share market shows a mixed performance with 476 stocks breaking through the five-day moving average, indicating potential investment opportunities in certain sectors [1] Group 1: Market Overview - As of 10:29 AM, the Shanghai Composite Index is at 3432.93 points, below the five-day moving average, with a fluctuation of 0.25% [1] - The total trading volume of A-shares today is 693.146 billion yuan [1] Group 2: Stocks with Significant Deviation - The stocks with the largest deviation from the five-day moving average include: - Morningstar Aviation (晨曦航空) with a deviation of 15.14% and a price increase of 19.99% [2] - Qifeng Precision (七丰精工) with a deviation of 11.69% and a price increase of 15.15% [2] - Awatech (阿为特) with a deviation of 10.02% and a price increase of 14.90% [2] - Other notable stocks with significant price increases and deviations include: - Xiongtai Technology (雄帝科技) with an 11.52% increase and an 8.85% deviation [2] - Songsheng Co. (崧盛股份) with a 10.85% increase and an 8.36% deviation [2] Group 3: Additional Stocks with Positive Performance - Other stocks showing positive performance and deviations include: - Lijun Co. (利君股份) with a 9.97% increase and a 7.69% deviation [2] - Xiangyu Medical (翔宇医疗) with a 10.41% increase and a 7.66% deviation [2] - Chengfei Integration (成飞集成) with a 10.00% increase and a 7.58% deviation [2]

Group 1 - The three major indices collectively rose on June 30, with military stocks remaining active, as the CN5082.SZ aerospace and defense index increased by 3.88% [1] - Among the index constituents, Changcheng Military Industry hit the daily limit, Guorui Technology rose over 9%, and Zhongbing Hongjian, Guoke Military Industry, and Neimeng One Machine all increased by over 8% [1] - The Tianhong Aerospace ETF (159241) rose over 4%, leading the market in military industry ETFs, with a trading volume of 30.49 million yuan and a real-time premium rate of 0.1% [1] Group 2 - The 55th Paris Air Show opened on June 16, showcasing numerous Chinese aerospace products, highlighting China's innovative strength and significant achievements [2] - The China Aviation Industry Corporation displayed a full spectrum of military aviation equipment, including fighter jets, transport aircraft, helicopters, and drones, with the J-20 and J-35A making their international debut [2] - According to Zhonghang Securities, the military sector's valuation has reached a new stage due to strong market expectations, indicating a broad upward potential with limited structural adjustment risks [2] Group 3 - With China's increasing prominence on the global stage, the military trade is expected to see significant growth, with a potential turning point in military orders anticipated by 2025 [3] - New technologies aimed at enhancing equipment performance or reducing costs, along with new market directions from military trade and technology transfer, may offer greater flexibility for the military industry [3]

证券代码：600562 证券简称：国睿科技 公告编号：2025-019 国睿科技股份有限公司 2024年年度权益分派实施公告 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： | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/3 | － | 2025/7/4 | 2025/7/4 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 5 月 13 日的2024年年度股东会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 每股分配比例 A 股每股现金红利0.1570 相关日期 四、 分配实施办法 1. 实施办法 除公司自行发放对象外，其他股东的红利委托中国结算上海分公司通过其资金清算系统 向股权登记日上海 ...

Investment Rating - The industry investment rating is "Outperform the Market" [1] Core Viewpoints - The ongoing conflict in the Middle East, particularly the Israel-Iran tensions, is expected to boost military trade, leading to a potential expansion in the military trade market [4][12] - The report highlights significant stock price increases for domestic military trade-related companies following the India-Pakistan conflict, with some companies seeing price increases exceeding 50% [5][17] - The military industry is anticipated to experience a turning point in orders as the "Centenary of the Army Building Goals" enters its second half, with new technologies and products expected to drive market growth [18] Summary by Sections Industry Overview - The closing index for the defense industry is 1524.38, with a 52-week high of 1712.48 and a low of 1113.62 [1] Market Performance - The military sector indices showed a weekly increase, with the CSI Military Index rising by 0.55% and the Shenwan Military Index increasing by 1.03%, while the broader market indices declined [19] - The top-performing stocks in the military sector for the week included Guorui Technology (+15.94%) and Chenxi Aviation (+13.98%) [21] Investment Recommendations - Two main investment themes are suggested: 1. Aerospace and "gap-filling" new focuses, including companies like Feilihua and YF Electronics [18] 2. New technologies, products, and market opportunities with greater elasticity, including companies like Aerospace Intelligence and Guorui Technology [18] Valuation Levels - As of June 13, 2025, the CSI Military Index stands at 10786.39, with a PE-TTM valuation of 104.83 and a PB valuation of 3.33, indicating that 80.24% of the time since January 1, 2014, the PE-TTM valuation has been lower than the current level [23][26]

Investment Rating - The report maintains a "Positive" investment rating for the defense and military industry [5]. Core Insights - The demand for military equipment is expected to expand due to ongoing international turmoil, with a focus on military trade and upstream sectors [1]. - The military electronics market is anticipated to grow significantly as modernized weapon systems require advanced electronic components [7][28]. - The recent escalation of conflicts, particularly between Israel and Iran, is likely to sustain the demand for military equipment [31]. Summary by Sections Industry Performance - The defense and military industry index increased by 1.03%, outperforming the Shanghai Composite Index, which decreased by 0.25% [10][13]. - The relative return of the defense and military index compared to the CSI 300 was +1.29% [10]. Key News and Developments - Russia is focusing on developing modernized weapon systems, emphasizing the need for advanced electronic components [28][30]. - The ongoing Israel-Iran conflict has led to increased military equipment demands, with Israel conducting extensive airstrikes [31]. Investment Recommendations - The report suggests focusing on specific sectors within the military industry, including military electronics and key materials [7]. - Recommended stocks include: - Military Electronics: Zhenhua Technology, Aerospace Electrical, and others [7]. - Key Materials: Western Superconducting, Chujian New Materials, and others [7].