证券代码：603712 证券简称：七一二 公告编号：临 2025-038 天津七一二通信广播股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 投资者可于 2025 年 9 月 19 日(星期五)至 9 月 25 日(星期四)16:00 前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱：712ir@712.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 天津七一二通信广播股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 26 日下午 13:00-14:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络文字互动形式召开，公司将针对 2025 年半年度的 经营成果及财务指标的具体情况与投资者进行互动交流和沟 ...

七一二公告，2025年上半年营业收入6.31亿元，同比下降47.49%。净利润亏损1.14亿元，上年同期净利 润6693.47万元。 ...

Market Overview - The Shanghai Composite Index fell by 0.02% on August 19, with 18 out of the 28 sectors experiencing gains, led by the comprehensive and communication sectors, which rose by 3.48% and 1.87% respectively [1] - The non-banking financial and defense industry sectors had the largest declines, down by 1.64% and 1.55% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 61.83 billion yuan, with six sectors seeing net inflows [1] - The home appliance sector led the net inflow with 2.175 billion yuan and a daily increase of 0.87%, followed by the food and beverage sector with a net inflow of 1.981 billion yuan and a daily increase of 1.04% [1] Defense Industry Performance - The defense industry saw a decline of 1.55% with a net capital outflow of 7.930 billion yuan [2] - Out of 139 stocks in the defense sector, 29 stocks increased, with 4 hitting the daily limit up, while 108 stocks declined [2] - The top three stocks with net inflows in the defense sector were Haige Communication (3.34 billion yuan), Qiyi Er (1.53 billion yuan), and Taihao Technology (1.52 billion yuan) [2] Defense Industry Capital Inflow and Outflow - The top stocks for capital inflow in the defense sector included: - Haige Communication: +2.49% with a capital flow of 334.18 million yuan - Qiyi Er: +2.61% with a capital flow of 152.70 million yuan - Taihao Technology: +10.05% with a capital flow of 151.85 million yuan [4] - The top stocks for capital outflow included: - China Shipbuilding: -0.31% with a capital outflow of 1.266 billion yuan - Jingjiawei: -7.50% with a capital outflow of 914.19 million yuan - Inner Mongolia First Machinery: -3.96% with a capital outflow of 655.36 million yuan [4]

证券之星消息，8月19日军工电子板块较上一交易日下跌1.02%，景嘉微领跌。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。军工电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600590 | 泰家科技 | 11.72 | 10.05% | 21.58万 | 2.53亿 | | 600990 | 四创电子 | 35.07 | 10.01% | 42.04万 | 14.06亿 | | 002231 | *ST奥维 | 4.62 | 5.00% | ● 1.36万 | 629.89万 | | 688272 | 富吉瑞 | 29.62 | 4.08% | 2.67万 | 7736.05万 | | 688175 | 高凌信息 | 22.72 | 3.93% | 3.34万 | 7560.25万 | | 688629 | 华丰科技 | 64.58 | 2.74% | 21.70万 | 13.99亿 | | 002214 | *S ...

Group 1 - The core viewpoint of the articles highlights the strong performance and potential opportunities in the defense and military industry, particularly in the context of upcoming military parades which historically boost market sentiment and stock prices [2][4][5] - The defense and military sector ETF (512810) has shown significant gains, with a cumulative increase of 5.78% over the week, reaching a three-and-a-half-year high and achieving record trading volume since its inception [3][4] - Despite recent short-term adjustments, the overall trading activity in the defense and military sector remains robust, indicating sustained investor interest and potential for further growth [4][5] Group 2 - Historical data suggests that military parades have catalyzed short-term price surges in the defense and military sector, making the current period particularly favorable for investment [2][4] - The defense and military ETF (512810) encompasses a wide range of themes including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, military AI, and controlled nuclear fusion, positioning it as an efficient investment tool for core assets in the sector [5] - The sector is expected to benefit from the "14th Five-Year Plan" and the opening of military trade, which may enhance the fundamental outlook and create a favorable supply-demand dynamic [5]

Group 1 - The stock price of Company 712 closed at 24.38 yuan on August 8, 2025, down by 0.93 yuan, a decline of 3.67% from the previous trading day [1] - The opening price was 25.00 yuan, with a high of 26.25 yuan and a low of 24.33 yuan, resulting in a trading volume of 663,000 hands and a transaction amount of 1.656 billion yuan, with a fluctuation of 7.59% [1] - Company 721 specializes in communication equipment manufacturing, with products widely used in private network communications and rail transit sectors [1] Group 2 - On August 8, the stock price of Company 712 experienced significant volatility, with a rapid rebound at 9:40 AM, increasing over 2% within 5 minutes to 25.36 yuan, followed by a quick pullback at 9:48 AM, decreasing over 2% within 5 minutes to 25.24 yuan [1] - On the same day, the net outflow of main funds was 137 million yuan, accounting for 0.73% of the circulating market value, while over the past five trading days, the cumulative net inflow of main funds was 257 million yuan, representing 1.36% of the circulating market value [1] - The total market value of Company 712 is 18.821 billion yuan [1]

按年龄来看，军工电子行业董秘年龄普遍超过（含）40岁，最年轻董秘为*ST铖昌赵小婷，均为1992年 生，现年33岁。 按职务重合来看，成电光信、亚光科技、邦彦技术、六九一二、上海瀚讯、中光学、金信诺、全信股 份、宏达电子等9家上市公司存在董秘兼任CFO的情形。 按任职时长来看，中航成飞董秘纪刚任职长达16年之久（2009年3月至2025年1月），2024年薪酬为 47.76万元，同比下降4.75%，比同行平均薪酬低31.94%。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，军工电子行业董秘薪酬总额3929.33万元，平均年薪70.17万元。 按学历来看，军工电子行业董秘学历以硕士为主，占比53.57%，其次为本科，占比44.64%，博士仅一 人，为雷科防务董秘高立宁。 振华科技董秘兼CFO兼总法律顾问胡光文薪酬最高，年薪152.31万元，约是行业平均薪酬的2.2 ...

Group 1 - The satellite navigation sector is experiencing significant activity due to an accelerated satellite launch schedule, with companies like China Satellite and China Satcom seeing notable stock movements [1][2] - The upcoming launch of the "Jili Constellation 04 Group" consisting of 11 satellites aims to provide high-precision positioning and satellite communication support for brands under Geely [2][3] - The GW constellation has increased its launch frequency, with intervals reduced to 3-5 days, indicating a rapid network deployment phase for China's satellite internet [2][4] Group 2 - The total market capitalization of the satellite navigation sector has reached 2.32 trillion yuan, reflecting strong investor interest [3] - Several companies, including Shuo Bei De and Jia Yuan Technology, have seen significant stock price increases, with some hitting the daily limit [3] - The construction and operation of the "Qianfan Constellation" is expected to accelerate, with plans for multiple rocket launches to support its development [3][5] Group 3 - Companies are increasing investments in satellite internet infrastructure, with Guangdian Jiliang planning to invest 344 million yuan in a quality assurance platform [5] - Zhenyou Technology is set to invest 709 million yuan in satellite internet communication product development, focusing on core network systems and satellite terminals [6] - The development of satellite internet technology is expected to create substantial demand, with projections indicating the global space economy could exceed one trillion dollars by 2040 [7]

8月7日，A股三大指数走势分化，沪指四连阳，盘中最高上探3645.12点，续刷阶段新高，创业板指、深 证成指收跌，两市成交额1.83万亿元，环比放量。 | 序号 代码 名称 | 两日图 现价 涨跌 涨跌幅 ▼ | | --- | --- | | 1 159876 有色龙头ETF > ~~~ 0.664 0.010 1.53% | | | 2 159707 地产ETF | -0.640 0.008 1.27% | | 3 515260 电子ETF | 0.975 0.006 0.62% | | 4 512800 银行ETF | brund 0.874 0.004 0.46% | | 5 512170 医疗ETF | 2. Am 0.369 0.001 0.27% | 盘面热点杂乱，全球贸易波动加剧，特朗普表示美国将对芯片和半导体征收约100%的关税，半导体、 消费电子联袂走强，电子ETF（515260）场内价格一度上涨1.8%。 地产午后拉升，代表A股龙头地产行情的地产ETF（159707）场内收涨逾1%。上海宣布明年将启动城中 村整体改造项目，2027年全面完成小梁薄板房屋改造，继续开展老旧小区改造。 银行延 ...

沪指8月7日上涨0.16%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为有色金属、美容护 理，涨幅分别为1.20%、0.99%。跌幅居前的行业为医药生物、电力设备，跌幅分别为0.92%、0.74%。 国防军工行业今日下跌0.39%。 资金面上看，两市主力资金全天净流出378.24亿元，今日有8个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨0.45%，全天净流入资金31.24亿元，其次是有色金属行业，日涨幅 为1.20%，净流入资金为6.50亿元。 主力资金净流出的行业有23个，机械设备行业主力资金净流出规模居首，全天净流出资金63.21亿元， 其次是国防军工行业，净流出资金为60.71亿元，净流出资金较多的还有医药生物、电力设备、计算机 等行业。 国防军工行业今日下跌0.39%，全天主力资金净流出60.71亿元，该行业所属的个股共139只，今日上涨 的有44只，涨停的有3只；下跌的有93只。以资金流向数据进行统计，该行业资金净流入的个股有42 只，其中，净流入资金超5000万元的有8只，净流入资金居首的是七一二，今日净流入资金3.57亿元， 紧随其后的是高德红外、陕西华达，净流 ...