Group 1 - The core index of the aerospace and military industry, the China Securities Aerospace and Military Integration Index, experienced a slight decline of 0.06%, closing at 2045.92 points with a trading volume of 13.86 billion yuan [1] - Over the past month, the index has increased by 5.31%, by 7.83% over the last three months, and by 6.40% year-to-date [1] - The index includes leading companies related to the aerospace and military integration strategy, covering sectors such as aircraft, power and control systems, early warning systems, weapon systems, C4ISR systems, military digitalization, and aerospace materials [1] Group 2 - The top ten weighted companies in the index are: AVIC Shenyang Aircraft (9.35%), Aero Engine Corporation of China (7.0%), AVIC Optoelectronics (6.99%), AVIC Xi'an Aircraft (5.36%), AVIC Aircraft (4.07%), Aerospace Electronics (3.8%), Haige Communications (3.66%), Ruichuang Micro-Nano (3.48%), AVIC Chengfei (3.47%), and Western Superconducting (3.24%) [1] - The index's holdings are primarily from the Shanghai Stock Exchange (56.09%) and the Shenzhen Stock Exchange (43.91%) [2] - The industrial sector constitutes 72.33% of the index holdings, followed by materials (13.27%), information technology (8.07%), and communication services (6.33%) [2] Group 3 - Public funds tracking the aerospace and military industry include Penghua China Securities Aerospace and Military Integration C and Penghua China Securities Aerospace and Military Integration A [3]

Group 1 - The stock of Ruichuang Micro-Nano (688002) has a comprehensive score of 63.10, indicating a strong performance [1] - The main cost analysis shows that the current main cost is 67.60 yuan, with a 5-day main cost of 68.62 yuan, a 20-day main cost of 64.96 yuan, and a 60-day main cost of 60.09 yuan [1] - In the past year, the stock has experienced 2 instances of hitting the upper limit and has not hit the lower limit [1] Group 2 - The stock price has broken through the short-term support level of 67.80 yuan, suggesting a cautious short-term outlook [2] - The short-term pressure level is identified at 70.44 yuan, while the mid-term support level is at 60.60 yuan [2] - On July 7, 2025, the net outflow of main funds was 17.09 million yuan, accounting for 10% of the total transaction volume [2] Group 3 - The stock is associated with various sectors, including semiconductors (-0.13%), national security (0.29%), satellite internet (-0.37%), and drones (0.37%) [2]

Investment Rating - The report rates the military industry as "Buy" [1] Core Viewpoints - The military industry is expected to perform well in the long term due to increasing great power competition and rising defense expenditures [3][9][10] - A grand military parade is scheduled for September 3, 2025, showcasing domestic military equipment and advancements [8][20] - Japan is set to deploy F-35B stealth fighters as early as August, indicating a shift in regional military dynamics [8][10] Summary by Sections Investment Highlights - Key investment areas include: 1. Assembly: AVIC Shenyang Aircraft Corporation, Aerospace South Lake, AVIC Xi'an Aircraft Industry [4] 2. Components: AVIC Optoelectronics, Guobang Electronics, Ruichuang Micro-Nano [4] 3. Subsystems: AVIC Avionics, North Navigation [4] 4. Materials and Processing: Feilihua, Guangwei Composite, Huaqin Technology, Bolite, Western Materials, Aviation Materials [4] - Notable stocks include: - Assembly: Aerospace Rainbow, AVIC Chengfei [4] - Components: Unisoc, Aerospace Electric, Hongyuan Electronics, Zhenhua Technology, Torch Electronics [4] - Subsystems: Aero Engine Corporation, Jianghang Equipment [4] - Materials and Processing: AVIC Heavy Machinery, AVIC High-Tech, Western Superconducting, Aerospace Technology [4] Market Review - The military sector saw a 7.46% increase last week, outperforming the market by 5.54 percentage points [12][13] - The Shanghai Composite Index rose by 1.91%, while the ChiNext Index increased by 5.69% [12][13] - The China Securities National Security Index performed the best, rising by 8.31% [16] Major News in the Military Industry - The Shanghai Cooperation Organization defense ministers' meeting was held in Qingdao, emphasizing regional security cooperation [20] - The upcoming military parade will feature all domestically produced active combat equipment, highlighting advancements in military capabilities [21][23] - The focus of the parade will be on commemorating the victory in the Anti-Japanese War and showcasing the modernization of the military [24][25]

Core Viewpoint - The company, Yantai Ruichuang Micro-Nano Technology Co., Ltd., announced the adjustment of the conversion price for its convertible bonds due to the implementation of the 2024 annual equity distribution, with the new conversion price set at 39.35 CNY per share, down from 39.43 CNY per share [1]. Group 1: Equity Distribution and Conversion Price Adjustment - The equity distribution will result in the suspension of the conversion of convertible bonds from July 2, 2025, to July 8, 2025, with resumption on July 9, 2025 [1]. - The adjustment of the conversion price is based on the company's issuance of convertible bonds and the relevant regulations, with the new price calculated as 39.35 CNY per share after accounting for a cash dividend of 0.08 CNY per share [1]. - The total share capital of the company is 456,962,515 shares, with 448,698,915 shares participating in the distribution after deducting shares held in the repurchase account [1]. Group 2: Regulatory Compliance and Investor Information - The equity distribution plan was approved at the company's annual general meeting on May 20, 2025, and the details were disclosed on the Shanghai Stock Exchange [1]. - Investors seeking more information about the convertible bonds can refer to the company's prospectus published on December 28, 2022 [1]. - The company has a legal responsibility to ensure the accuracy and completeness of the announcement content [1].

证券代码：688002 证券简称：睿创微纳 公告编号：2025-049 转债代码：118030 转债简称：睿创转债 烟台睿创微纳技术股份有限公司 关于实施 2024 年年度权益分派 调整"睿创转债"转股价格的公告 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： 证券停复牌情况：适用 因实施 2024 年年度权益分派,本公司的相关证券停复牌情况如下：权益分派 公告前一交易日（2025 年 7 月 2 日）至权益分派股权登记日（2025 年 7 月 8 日） 期间，本公司可转债将停止转股，2025 年 7 月 9 日起恢复转股。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 118030 | 睿创转债 | 可转债转股复 | | | 2025/7/8 | 2025/7/9 | | | | 牌 | | | | | 一、 本次转股价格调整依据 根据中国证券监督管理委员会 ...

中信证券股份有限公司 关于烟台睿创微纳技术股份有限公司 差异化权益分派特殊除权除息事项的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为烟台睿 创微纳技术股份有限公司（以下简称"睿创微纳"或"公司"）向不特定对象发 行可转换公司债券并在科创板上市项目的保荐人，根据《中华人民共和国公司法》 《中华人民共和国证券法》《证券发行上市保荐业务管理办法》《上海证券交易 所科创板股票上市规则》《上海证券交易所上市公司自律监管指引第 7 号——回 购股份》等法律法规及规范性文件，对睿创微纳本次差异化权益分派特殊除权除 息事项进行了审慎核查，具体情况如下： 一、本次差异化分红的原因 公司于 2023 年 10 月 31 日召开第三届董事会第十二次会议，审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》，同意公司使用自有资金以集 中竞价交易的方式回购公司股份，回购资金总额不低于人民币 5,000 万元（含）, 不高于人民币 10,000 万元（含）；回购价格不高于 60 元/股（含），回购期限为 自董事会审议通过本次回购股份方案之日起 6 个月内。具体内容详见公司于 2023 年 11 月 1 ...

证券代码：688002 证券简称：睿创微纳 公告编号：2025-048 转债代码：118030 转债简称：睿创转债 烟台睿创微纳技术股份有限公司 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、准确性和完整性依法承担法律责任。 重要内容提示： 每股现金红利0.08元 相关日期 | | 股权登记日 | | 除权（息）日 | | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | 2025/7/8 | | 2025/7/9 | | 2025/7/9 | | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 20 日的2024年年度股东大会审议通过。 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 （烟台睿创微纳技术股份有限公司回购专用证券账户除外）。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所 上市公司自律监管指引第 ...

| 证券代码：688002 | 证券简称：睿创微纳 公告编号：2025-050 | | --- | --- | | 转债代码：118030 | 转债简称：睿创转债 | 烟台睿创微纳技术股份有限公司 关于调整 2024 年度利润分配总额的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 一、经股东大会审议通过的 2024年度利润分配方案 2025年5月20日，公司2024年年度股东大会审议通过了《关于公司2024年度利润 分配预案的议案》，以实施2024年度权益分派股权登记日登记的总股本（扣除公司 回购专用证券账户中的股份）为基数，每10股派发现金红利人民币0.80元（含税）， 截至2025年3月31日，公司总股本454,922,777股，扣减回购专用证券账户中股份总 数8,263,600股后的股本446,659,177股为基数，以此计算合计拟派发现金红利 自2024年度利润分配预案披露后至本公告披露日： 1、公司可转换公司债券"睿创转债"转股导致的新增股份为25股，公司总股本 由454,922,777股 ...

Key Points - The company has issued 15,646,900 convertible bonds at a face value of RMB 100 each, raising a total of RMB 156,469,000, with a net amount of RMB 155,479,060 after expenses [1][2] - The convertible bonds, named "Raytron Convertible Bonds," began trading on the Shanghai Stock Exchange on February 10, 2023, and can be converted into company shares starting from July 6, 2023 [2] - The initial conversion price for the bonds was set at RMB 40.09 per share, which has been adjusted multiple times due to stock incentive plans and dividend distributions, with the latest adjustment bringing the price to RMB 39.43 per share [3] - The conversion period for the bonds is from July 6, 2023, to December 29, 2028, with a total of RMB 95,248,000 converted into shares by June 30, 2025, representing 6.09% of the total issuance [4][5] - As of June 30, 2025, there remains RMB 1,469,442,000 of the convertible bonds that have not been converted, accounting for 93.91% of the total issuance [5]

Group 1 - The stock of Ruichuang Micro-Nano (688002) has a comprehensive score of 67.22, indicating a strong performance [1] - The main cost analysis shows that the current main cost is 68.48 yuan, with a 5-day cost of 67.56 yuan and a 20-day cost of 63.78 yuan [1] - Over the past year, the stock has experienced 2 instances of hitting the upper limit and has not hit the lower limit [1] Group 2 - On July 1, 2025, the net inflow of main funds was 268.18 million yuan, accounting for 1% of the total transaction amount [2] - The short-term pressure level is at 69.72 yuan, while the short-term support level is at 64.14 yuan [2] - The stock is associated with sectors such as semiconductors, national security, satellite internet, and drones, with respective changes of 0.30%, -0.31%, -0.50%, and -0.36% [2]