登录新浪财经APP 搜索【信披】查看更多考评等级 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 法律法规规定，公司应当在每个月的前3个交易日内公告截至上月末的回购进展情况。现将公司回购股 份的进展情况公告如下： 2025年11月，公司未回购股份。 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： ■ 一、回购股份的基本情况 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《 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688084 证券简称：晶品特装 公告编号：2025-035 北京晶品特装科技股份有限公司 关于以集中竞价交易方式回购股份的回购进展公告 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。 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）。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 法律法规规定，公司应当在每个月的前3个交易日内公告截至上月末的回购进展情况。现将公司回购股 份的进展情况公告如下： 2025年11月，公司未回购股份。 截至2025年11月月底，公司已累计回购股份3.60万股，占公司总股本的比例为0.05%，购买的最高价为 83.00元/股、最低价为71.89元/股，已支付的总金额为279.97万元（不含印花税、交易佣金等交易费 用）。 三、其他事项 重要内容提示： ...

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 证券代码：688084 证券简称：晶品特装 公告编号：2025-035 北京晶品特装科技股份有限公司 关于以集中竞价交易方式回购股份的回购进展公告 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： | 回购方案首次披露日 | 年 月 2025 6 18 | | 日，由实际控制人、董事长陈波先 | | | --- | --- | --- | --- | --- | | | 生提议 | | | | | 回购方案实施期限 | 年 月 日~2026 2025 6 17 6 | 年 | 月 | 日 16 | | 预计回购金额 | 800万元~1,200万元 | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | 累计已回购股数 | □为维护公司价值及股东权益 3 ...

Company Overview - Jingpin Special Equipment (SH 688084) announced that approximately 38.81 million restricted shares will be unlocked and listed for trading on December 8, 2025, representing 51.3% of the company's total share capital [1] Revenue Composition - For the year 2024, the revenue composition of Jingpin Special Equipment is as follows: military products account for 61.26%, civilian products account for 38.02%, and other businesses account for 0.72% [1] Market Capitalization - As of the report, the market capitalization of Jingpin Special Equipment is 5.8 billion yuan [1]

北京晶品特装科技股份有限公司 首次公开发行部分限售股上市流通公告 证券代码：688084 证券简称：晶品特装 公告编号：2025-034 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： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 38,809,816股。 本次股票上市流通总数为38,809,816股。 本次股票上市流通日期为2025 年 12 月 8 日（因非交易日顺延）。 一、 本次上市流通的限售股类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2022 年 9 月 15 日出具的《关于同意北京晶品特装科技股份有限公司首次公开发行股票注册的批 复》（证监许可〔2022〕2133 号），公司首次向社会公开发行人民币普通股（A 股）19,000,000 股，并于 2022 年 12 月 8 日在上海证券交易所科创板挂牌上市。公 司首次公开发行 A 股前总股本为 56,659,066 股，首次公开发行 A 股后总股本为 75,659,066 股，其中无限售条件流通股为 17,4 ...

长江证券承销保荐有限公司 关于北京晶品特装科技股份有限公司 三、本次限售股上市流通的有关承诺 本次申请上市的限售股股东作出的有关承诺如下： 股东-军融汇智、军融创鑫、军融创富承诺： 1 首次公开发行部分限售股上市流通的核查意见 长江证券承销保荐有限公司（以下简称"长江保荐"、"保荐机构"）作为 北京晶品特装科技股份有限公司（以下简称"晶品特装"、"公司"）持续督导 之保荐机构，根据《公司法》《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》以及《科创板上市公司持续监管办法》等有 关规定，对晶品特装首次公开发行部分限售股上市流通的事项进行了核查，并发 表如下意见： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会2022年9月15日出具的《关于同意北京晶品特 装科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕2133 号），公司首次向社会公开发行人民币普通股（A股）股票19,000,000股，并于 2022年12月8日在上海证券交易所科创板上市。公司首次公开发行A股股票后总 股本为75,659,066股，其中无限售条件流通股为17,458,759股，有限售 ...

Core Insights - The Robot ETF (159770) has seen significant trading activity, with a transaction volume of 178 million yuan as of November 27, 2025, and a notable increase in its scale and shares over the past week [1] - The Sci-Tech Innovation Index ETF Tianhong (589860) also performed well, with a trading volume of 23.52 million yuan and a strong increase in its tracked index [1] - The domestic open-source AI model, Tongyi Qianwen, has been adopted for a national-level project in Singapore, marking a significant breakthrough for Chinese open-source AI models in the global market [5] - The establishment of a standardization committee for humanoid robots in China is progressing, with key figures from leading companies appointed to important positions, indicating a move towards high-quality and large-scale development in the humanoid robot industry [6] Group 1: ETF Performance - The Robot ETF (159770) is the largest robot-themed ETF in the Shenzhen market, covering various segments of the robot industry, allowing investors to easily access the entire supply chain [2] - The Robot ETF has experienced a net inflow of 2.94 million yuan recently, with a total of 83.07 million yuan in net inflows over the past five trading days [1] - The Sci-Tech Innovation Index ETF Tianhong (589860) has a turnover rate of 7.51% and is designed to help investors capture opportunities in the technology growth market [2] Group 2: Industry Developments - The adoption of the Tongyi Qianwen model in Singapore's national AI strategy signifies the growing influence of Chinese open-source AI technologies in international markets [5] - The formation of the humanoid robot standardization committee in China is a crucial step towards establishing industry standards, which will enhance the competitive position of Chinese companies in the global humanoid robot sector [6]

Group 1 - The core point of the news is that Jingpin Special Equipment experienced a decline of 5.05% in stock price, reaching 76.55 CNY per share, with a total market capitalization of 5.792 billion CNY [1] - Jingpin Special Equipment focuses on the research, production, and sales of optoelectronic reconnaissance equipment and military robots, with its main business revenue composition being: special robots 39.03%, intelligent manufacturing 23.71%, simulation 18.99%, intelligent sensing equipment 16.16%, technical services 2.10%, and others 0.02% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Nuoan Fund holds a significant position in Jingpin Special Equipment, with 163,400 shares, accounting for 3.42% of the fund's net value, ranking as the eighth largest heavy stock [2] - The Nuoan Research Selected Stock Fund (320022) has a total scale of 423 million CNY and has achieved a return of 22.98% this year, ranking 1978 out of 4206 in its category [2]

Investment Rating - The report maintains a "Positive" investment rating for the defense and military industry [5] Core Viewpoints - The uncertainty in the Asia-Pacific situation is increasing, which may accelerate the equipment construction in China, focusing on new combat capabilities [2][12] - China's high-end aviation equipment showcased at the Dubai Airshow is expected to further expand the military trade market [12][15] - The Fujian aircraft carrier has conducted its first live training at sea, indicating a significant advancement in operational capabilities and technology [12][18] - The report emphasizes the importance of domestic demand for new combat capabilities and military trade as key growth areas [19] Summary by Sections Investment Suggestions and Targets - The report highlights various investment targets across different segments, including: - Engine and fuel chain: Companies like Xi'an Aero Engine (600893), Western Superconducting (688122), and others [19][20] - New quality and domains: Companies such as Aerospace Electronics (600879), Haige Communication (002465), and others [19][20] - Military electronics: Companies like Aerospace Electric (002025), Zhonghang Optical (002179), and others [19][20] - Military trade and main equipment: Companies such as AVIC Shenyang Aircraft (600760), AVIC Chengfei (302132), and others [19][20] Industry News and Market Performance - The report notes that the defense and military industry index has outperformed the broader market, with a decline of only -1.72% compared to the Shanghai Composite Index's -3.90% [22][25] - The report provides a detailed analysis of weekly market performance, indicating that the defense and military sector remains resilient amid broader market declines [22][25] Key Events and Developments - The report outlines significant recent events, including: - The U.S. government approved a new round of arms sales to Japan, which may heighten regional tensions and prompt China to expedite its military equipment development [12][9] - The successful live training of the Fujian aircraft carrier, showcasing advanced operational capabilities [12][18] - The participation of Chinese high-end military equipment in international exhibitions, enhancing China's presence in the global military trade market [12][15]

Core Viewpoint - Jingpin Special Equipment experienced a 5% decline in stock price, reaching 77.31 CNY per share, with a total market capitalization of 5.849 billion CNY as of the report date [1] Company Overview - Beijing Jingpin Special Equipment Technology Co., Ltd. was established on July 9, 2009, and went public on December 8, 2022. The company specializes in the research, production, and sales of optoelectronic reconnaissance equipment and military robots [1] - The revenue composition of the company includes: special robots 39.03%, intelligent manufacturing 23.71%, simulation and emulation 18.99%, intelligent sensing equipment 16.16%, technical services 2.10%, and others 0.02% [1] Shareholder Information - Among the top ten circulating shareholders of Jingpin Special Equipment, a fund under Huaxia Fund holds a significant position. The Huaxia CSI Robot ETF (562500) increased its holdings by 208,100 shares in the third quarter, totaling 1,029,000 shares, which represents 2.91% of the circulating shares [2] - The Huaxia CSI Robot ETF was established on December 17, 2021, with a current scale of 22.798 billion CNY. Year-to-date returns are 22.82%, ranking 2250 out of 4208 in its category, while the one-year return is 24.08%, ranking 1747 out of 3971 [2] Fund Management - The fund manager of Huaxia CSI Robot ETF is Hualong. As of the report date, Hualong has been in the position for 3 years and 92 days, managing total assets of 35.957 billion CNY. The best fund return during this period is 108.9%, while the worst return is -15.08% [3]