证券代码：688084 证券简称：晶品特装 公告编号：2026-008 北京晶品特装科技股份有限公司 关于股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 北京晶品特装科技股份有限公司（以下简称"公司"）控股股东天津军融汇 智科技中心（有限合伙）（以下简称"军融汇智"）持有公司股份 18,973,030 股，占公司总股本的 25.08%；控股股东天津军融创鑫科技中心（有限合伙）（以 下简称"军融创鑫"）持有公司股份 12,318,966 股，占公司总股本的 16.28%； 控股股东天津军融创富科技中心（有限合伙）（以下简称"军融创富"）持有公 司股份 7,517,820 股，占公司总股本的 9.94%。军融汇智、军融创鑫、军融创富 同受公司实际控制人陈波先生控制，因此构成一致行动关系。上述股东合计持有 公司股份 38,809,816 股，占公司总股本的 51.30%。 军融汇智、军融创鑫和军融创富计划自本公告披露之日起 15 个交易日后的 3 个月内，合计减持公司股份不超过 ...

一、 回购审批情况和回购方案内容 北京晶品特装科技股份有限公司（以下简称"公司"）于 2025 年 6 月 17 日召开 第二届董事会第十一次会议，审议通过了《关于使用部分超募资金以集中竞价交 易方式回购公司股份方案的议案》，同意公司使用部分超募资金以集中竞价交易 方式回购公司已发行的部分人民币普通股（A 股）股份，并在未来适宜时机将前 述回购股份用于员工持股计划或股权激励。公司本次回购股份的资金总额不低于 人民币 800 万元（含）且不超过人民币 1,200 万元（含），回购价格不超过 90 元/ 股。本次回购股份的实施期限为自董事会审议通过本次回购股份方案之日起 12 个 月内。 根据《公司章程》的规定，公司本次回购股份方案属于董事会审批权限范围， 无需提交股东会审议。 具 体 内 容 详 见 公 司 于 2025 年 6 月 18 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《关于以集中竞价方式回购股份的回购报告书》（公告 编号：2025-021）。 证券代码：688084 证券简称：晶品特装 公告编号：2026-007 北京晶品特装科技股份有限公司 关于股份回购实 ...

Investment Rating - The report maintains a recommendation for the defense and military industry [4] Core Insights - The geopolitical risks have escalated following the US and Israel's joint attack on Iran, which is expected to strengthen the growth expectations for military spending [6][15] - The Chinese military trade is anticipated to experience structural expansion opportunities due to the high cost-performance ratio and the absence of political conditions attached to Chinese military equipment [16][18] - The report highlights a significant calendar effect observed in the military industry index before and after the National People's Congress meetings [21][24] - The defense budget in China is projected to grow steadily by 7%-7.5% in 2026, driven by geopolitical tensions [21][24] Summary by Sections Section 1: Geopolitical Risks - The US and Israel launched a coordinated attack on Iran on February 28, 2026, leading to a significant military response from Iran [8][15] - The escalation of geopolitical risks is expected to enhance military spending growth expectations, with a focus on main battle equipment and new domains [15] Section 2: National Congress Outlook - The military industry index typically outperforms the Shanghai Composite Index before the National Congress meetings, with a notable increase of 4.4% one month prior and 1.7% one week prior [21][22] - The focus of the upcoming National Congress is expected to be on domestic innovation and emerging sectors within the military industry [24][25] Section 3: Military Trade Opportunities - Chinese military equipment is positioned as a core alternative for Middle Eastern countries, with expectations for military trade to increase from the current 3.82% to 10%-15% [16][18] - The report suggests focusing on key players in military trade, including 中航沈飞 (AVIC Shenyang Aircraft Corporation) and 中航成飞 (AVIC Chengfei), among others [18][47] Section 4: Investment Recommendations - Short-term opportunities are identified in commercial aerospace and military trade, with significant growth expected in the next five years [45] - Long-term prospects remain strong, with defense spending expected to maintain a growth rate of around 7% leading up to the centenary of the military [45]

Group 1 - The company announced a provision for asset impairment totaling 8.8074 million yuan for the fiscal year 2025, reflecting a cautious approach to its financial reporting based on actual operating conditions and market changes [1][3] - The impairment provision includes credit impairment losses of 10.3696 million yuan related to accounts receivable and other receivables, indicating a proactive stance in managing credit risk [2][3] - Inventory impairment losses accounted for 18.4329 million yuan, as the company assessed the lower of cost or net realizable value for its inventory, considering factors such as holding purpose and historical consumption [2][3] Group 2 - For the fiscal year 2025, the company reported total operating revenue of 293.877 million yuan, representing a year-on-year increase of 79.48%, attributed to an increase in product deliveries [8][9] - The net loss attributable to shareholders of the parent company was 15.6047 million yuan, a reduction in loss by 72.72% compared to the previous year, indicating improved financial performance [8][9] - The total assets of the company at the end of the reporting period were 1.800568 billion yuan, showing a growth of 2.03% from the beginning of the period, while equity attributable to shareholders decreased by 1.31% [8][9]

证券日报网讯2月27日，晶品特装发布业绩快报称，公司2025年实现营业总收入29387.70万元，同比增 长79.48%；归属于母公司所有者的净利润为-1560.47万元。 ...

晶品特装(688084.SH)披露2025年度业绩快报，报告期内，公司实现营业总收入2.94亿元，同比增长 79.48%;实现归属于母公司所有者的净利润亏损1560.47万元，同比减亏72.72%。 报告期内，营业收入较上年同期增加，主要系本期交付验收的产品较上年同期增加所致。报告期内，归 属于母公司所有者的净利润、归属于母公司所有者的扣除非经常性损益的净利润较上年同期减亏，主要 系本期营业收入增加、费用减少及信用减值损失转回等因素所致。 ...

报告期内，营业收入较上年同期增加，主要系本期交付验收的产品较上年同期增加所致。报告期内，归 属于母公司所有者的净利润、归属于母公司所有者的扣除非经常性损益的净利润较上年同期减亏，主要 系本期营业收入增加、费用减少及信用减值损失转回等因素所致。 智通财经APP讯，晶品特装(688084.SH)披露2025年度业绩快报，报告期内，公司实现营业总收入2.94亿 元，同比增长79.48%;实现归属于母公司所有者的净利润亏损1560.47万元，同比减亏72.72%。 ...

Core Viewpoint - Jingpin Special Equipment (688084.SH) reported a significant increase in revenue for the year 2025, with total operating income reaching 293.877 million yuan, representing a year-on-year growth of 79.48%. However, the company still recorded a net loss attributable to shareholders of the parent company amounting to 15.6047 million yuan, although this reflects a reduction in losses by 72.72% compared to the previous year [1]. Financial Performance - The company achieved total operating revenue of 293.877 million yuan, which is an increase of 79.48% year-on-year [1]. - The net profit attributable to shareholders of the parent company was -15.6047 million yuan, indicating a reduction in losses by 72.72% year-on-year [1]. - The net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, was -28.8644 million yuan, showing a reduction in losses by 56.57% year-on-year [1]. Revenue Drivers - The increase in operating income compared to the same period last year was primarily due to a higher volume of products delivered and accepted during the reporting period [1]. - The reduction in net losses was attributed to the increase in operating income, decreased expenses, and the reversal of credit impairment losses [1].

证券代码：688084 证券简称：晶品特装 公告编号：2026-006 | 序号 | 项目 | 2025 | 年年度计提金额 | 备注 | | --- | --- | --- | --- | --- | | 1 | 信用减值损失 | | -1,036.96 | 应收账款坏账损失、其他应收款 坏账损失、应收票据坏账损失 | | 2 | 资产减值损失 | | 1,917.70 | 存货跌价损失、合同资产减值损 失、其他非流动资产减值损失 | | | 合计 | | 880.74 | | 二、本次计提减值准备的具体说明 （一）信用减值损失 公司以预期信用损失为基础，对应收账款、应收票据、其他应收账款进行减 值测试并确认减值损失。结合 2025 年末公司应收款项的客户性质、账龄分布、 回款情况等，2025 年度转回信用减值损失金额合计 1,036.96 万元。 北京晶品特装科技股份有限公司 关于 2025 年度计提资产减值准备的公告 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。 一、本次计提资产减值准备情况概述 结合北京晶品特装科技股 ...

证券代码：688084 证券简称：晶品特装 公告编号：2026-005 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。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审 计，具体数据以北京晶品特装科技股份有限公司（以下简称"公司"）2025年年 度报告中披露的数据为准，提请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：万元 币种：人民币 | 项目 | 本报告期 | 上年同期 | 增减变动幅度（％） | | --- | --- | --- | --- | | 营业总收入 | 29,387.70 | 16,373.90 | 79.48 | | 营业利润 | -1,861.14 | -7,668.85 | 不适用 | | 利润总额 | -1,894.92 | -7,693.28 | 不适用 | | 归属于母公司所有者的净利润 | -1,560.47 | -5,719.30 | 不适用 | | 归属于母公司所有者的扣除非 经常性损益的净利润 | -2,886.44 | -6,646.90 | ...