证券代码：688282 证券简称：理工导航 公告编号：2025-045 北京理工导航控制科技股份有限公司 关于股份回购实施结果暨股份变动的公告 2024 年 8 月 26 日，公司控股股东、实际控制人之一、董事长汪渤先生提议公 司以公司自有资金通过集中竞价交易方式实施股份回购，在未来适宜时机全部用 于员工持股计划或股权激励计划。公司于 2024 年 8 月 29 日召开第二届董事会第 十三次会议，审议通过了《关于以集中竞价交易方式回购股份方案的议案》，同意 公司使用不低于人民币 1,500.00 万元，不超过人民币 3,000.00 万元的自有资金， 以不超过 33.00 元/股（含）的回购价格，回购公司股份并在未来适宜时机全部用 于员工持股计划或股权激励计划，回购期限为自董事会审议通过回购方案之日起 12 个月内。具体内容详见公司于 2024 年 8 月 30 日在上海证券交易所网站 （www.sse.com.cn）上披露的《关于以集中竞价交易方式回购公司股份方案暨回购 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。 报 ...

Market Overview - A-shares surged on July 21, with the Shanghai Composite Index and ChiNext Index both reaching new highs for the year, while the Shenzhen Component Index broke through 11,000 points, marking a four-month high [1] - The Shanghai Composite Index closed up 0.72% at 3,559.79 points, the Shenzhen Component Index rose 0.86% to 11,007.49 points, and the ChiNext Index increased by 0.87% to 2,296.88 points, with the Northbound 50 Index gaining 2.38% [1] - Total trading volume across the Shanghai, Shenzhen, and North exchanges reached 1.7274 trillion yuan [1] Sector Performance Water and Hydropower Sector - The water and hydropower sector experienced a significant rally, with multiple stocks hitting the daily limit [3] - Key performers included Wuxin Tunnel Equipment and Jikang Technology, both up by 30%, and China Power Construction, China Western Power, and China Energy Engineering, which also reached their daily limits [3][4] - The commencement of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is expected to boost the long-term growth potential of the hydropower industry [5][6] Steel Sector - The steel sector saw strong gains, with stocks like Xining Special Steel, Bayi Iron & Steel, and Liugang Co. all hitting their daily limits [7] - The Ministry of Industry and Information Technology announced a new round of growth stabilization plans for key industries, including steel, which is expected to improve the competitive landscape and optimize supply [9][10] Non-ferrous Metals Sector - The non-ferrous metals sector also performed well, with stocks such as Yahua Group and Shenghe Resources reaching their daily limits [10] - The upcoming growth stabilization plan from the Ministry of Industry and Information Technology is anticipated to drive structural adjustments and eliminate outdated capacity in the non-ferrous metals industry [10] Humanoid Robot Sector - The humanoid robot sector became active again, with stocks like Wavelength New Materials and Changsheng Bearings hitting their daily limits [11] - The sector is expected to benefit from increased market penetration in industrial inspection and household services, with leading manufacturers making significant progress in technology development and commercial orders [13]

Market Overview - A-shares surged on July 21, with the Shanghai Composite Index and ChiNext Index both reaching new highs for the year, while the Shenzhen Component Index broke through 11,000 points, marking a four-month high [1] - The total trading volume across the Shanghai, Shenzhen, and Beijing stock exchanges reached 1.7274 trillion yuan [1] Water Conservancy and Hydropower Sector - The water conservancy and hydropower sector experienced a significant rally, with multiple stocks hitting the daily limit. Notable performers included Wuxin Tunnel Equipment and Jikang Technology, both up by 30% [3][4] - The State-owned Assets Supervision and Administration Commission announced the establishment of China Yarlung Group, which is expected to enhance the long-term growth potential of the hydropower industry [5] - The Yarlung Zangbo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is anticipated to boost the hydropower sector's capacity significantly [5] Resource Stocks - Resource stocks collectively rose, with steel, coal, non-ferrous metals, chemicals, and petroleum sectors showing strong performance. Notable stocks included Liugang Co., which achieved three consecutive daily limits [6][7] - The Ministry of Industry and Information Technology announced a new round of growth stabilization plans for key industries, including steel and non-ferrous metals, which is expected to improve the competitive landscape [9][10] Human-Robot Concept - The human-robot concept saw renewed activity, with stocks like Wavelength New Materials achieving a nine-day limit increase. The sector is expected to benefit from upcoming events, including Tesla's major demonstration and the World Artificial Intelligence Conference [11][12][14] - The domestic human-robot industry is gaining traction globally, with increasing support from policies and a focus on core component localization, which is expected to enhance competitiveness [14]

Market Overview - On July 16, the A-share market saw a total of 69 stocks hit the daily limit, with 55 stocks remaining after excluding 13 ST stocks and 1 delisted stock, resulting in a limit-up rate of 74.19% [1] Top Gainers - Shuangwei New Materials achieved the highest limit-up with a closing price of 23.24 yuan per share and a limit-up order volume of 361,600 hands, marking its sixth consecutive limit-up [2] - Other notable limit-up stocks include Farsen, Yingli Automotive, and Huangshi Group, with limit-up order volumes of 222,900 hands, 210,100 hands, and 208,000 hands respectively [2] Performance Forecasts - Zhongdian Port announced a half-year performance forecast, expecting a net profit attributable to shareholders of 170 million to 190 million yuan, representing a year-on-year growth of 55.06% to 73.3% [3] - Weichai Heavy Industry anticipates a net profit of 132 million to 151 million yuan for the first half of the year, reflecting a year-on-year increase of 40% to 60% [7] - Dayilong expects a net profit of 75 million to 100 million yuan, indicating a significant year-on-year growth of 162.38% to 249.84% [8] - Tianchen Co. forecasts a net profit of 18.8 million to 22.5 million yuan, with an impressive year-on-year growth of 640% to 786% [9] Industry Trends - The semiconductor industry is experiencing a structural recovery, driven by the rapid iteration of artificial intelligence technology, which has increased demand for processors and related electronic components [3] - Companies like Zhejiang Rongtai and Donggang Co. are actively expanding their business in the robotics sector, with significant collaborations and product developments underway [10] Investment Activity - Institutional investors showed strong interest in Huahong Technology, with net purchases exceeding 100 million yuan [11] - The top three net purchases by institutional seats included Huahong Technology, Seli Medical, and Beifang Long, with amounts of 113 million yuan, 7.426 million yuan, and 7.048 million yuan respectively [12]

Market Overview - A-shares maintained a narrow fluctuation on July 16, with the Shanghai Composite Index closing at 3503.78 points, down 0.03% [1] - The Shenzhen Component Index and the ChiNext Index both fell by 0.22% to 10720.81 points and 2230.19 points, respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was 146.19 billion yuan, a decrease of over 170 billion yuan from the previous day [1] Sector Performance - Financial stocks collectively declined, while the steel, non-ferrous metals, and coal sectors showed weakness [1] - The automotive supply chain stocks surged, with companies like Rongtai Co., Fuda Co., and Zhejiang Rongtai hitting the daily limit [1] - The innovative drug concept saw significant activity, with stocks like Guosheng Tang and Iwu Biotech rising approximately 16% [5][6] - The humanoid robot concept remained hot, with companies like Shangwei New Materials achieving a six-day limit increase [2][4] Notable Company Movements - Huadian New Energy, which debuted on the Shanghai main board, closed up 125.8%, reaching a market value of over 300 billion yuan at one point [1] - Weiyali, a Hong Kong-based electronic component distributor, saw its stock surge by 288% upon resuming trading, with an intraday increase exceeding 900% [1] Humanoid Robot Sector Insights - The humanoid robot industry is in its early stages, with significant growth expected in the next 3 to 5 years across various applications [4] - The current phase is described as the "dawn" of humanoid robot industrialization, with mass production and large-scale application becoming feasible [4] - Cost reduction is crucial for the widespread adoption of humanoid robots, and companies that master core component technologies are recommended for investment [4] Innovative Drug Sector Insights - The innovative drug sector experienced strong gains, with several companies hitting the daily limit [5][6] - The recent launch of the 11th batch of national drug centralized procurement is expected to impact the market, focusing on mature "old drugs" rather than innovative drugs [7] - The introduction of measures to support the high-quality development of innovative drugs indicates a growing role for commercial insurance in the healthcare system [7] Pet Economy Sector Insights - The pet economy concept gained traction, with companies like Weike Technology rising over 10% [8] - The pet food sector is viewed as a growing market with significant long-term growth potential, particularly for domestic brands [8]

Group 1 - The stock price of Rigol Navigation (688282) closed at 50.98 yuan on July 11, 2025, up 14.85% from 44.39 yuan the previous week [1] - The stock reached a nearly one-year high of 51.21 yuan during intraday trading on July 11, 2025, with a low of 44.01 yuan on July 7, 2025 [1] - The current market capitalization of Rigol Navigation is 4.486 billion yuan, ranking 7th in the aerospace equipment sector and 3381st among all A-shares [1] Group 2 - On July 7, 2025, the company held its 21st meeting of the second board of directors, where it approved an adjustment to the maximum repurchase price of shares from 33.00 yuan to 65.68 yuan [1] - The repurchase plan remains unchanged aside from the price adjustment and does not require shareholder meeting approval [1] - The adjustment is made to ensure the smooth implementation of the repurchase plan, aligning with relevant regulations and protecting the interests of the company and its shareholders [2]

Core Viewpoint - The market experienced a sudden drop at the end of the trading session on July 9, with the Shanghai Composite Index losing its hold above the psychological level of 3500 points, closing down 0.13% [1][13]. Market Performance - A total of 1856 stocks rose, 61 stocks hit the daily limit up, while 3327 stocks declined [2]. - The total trading volume reached 15,274.20 billion CNY, with a total of 123,707.8 million shares traded [3]. Sector Highlights - The large financial sector continued its strong performance, with stocks like Dazhihui and Yuexiu Capital hitting the daily limit up [3]. - Major banks such as Industrial and Commercial Bank of China and Postal Savings Bank reached new highs [6]. Notable Stocks - The stock of Shangwei New Materials surged by 20.05%, while other stocks in the robotics sector like Rifa Precision and Dafeng Industrial also saw significant gains [7][8]. - "Jay Chou concept stock" Superstar Legend saw its price soar over 140%, with a market capitalization exceeding 13 billion HKD following Jay Chou's entry into Douyin [13]. Technical Analysis - The 3500-point level is identified as a significant psychological and technical resistance point, leading to profit-taking by some investors [13]. - The market may face strong technical pullback pressure if trading volume does not effectively release, indicating potential for further fluctuations and corrections [13].

证券代码：688282 证券简称：理工导航 公告编号：2025-044 北京理工导航控制科技股份有限公司 关于调整回购股份价格上限的公告 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： 为保障回购股份方案顺利实施，北京理工导航控制科技股份有限公司（以 下简称"公司"）于 2025 年 7 月 7 日召开第二届董事会第二十一次会议，审议通 过了《关于调整回购股份价格上限的议案》，拟将回购价格上限由人民币 33.00 元/股（含）调整为人民币 65.68 元/股（含）。 除上述调整回购股份价格上限外，回购方案的其他内容不变。 三、本次调整回购股份方案的原因及主要内容 鉴于近期公司股票价格持续超出回购股份方案拟定的回购价格上限人民币 33.00 元/股（含），基于对公司未来持续稳定发展的信心和对公司价值的认可， 同时为了保障本次回购股份方案的顺利实施，公司拟将回购价格上限由人民币 33.00 元/股（含）调整为人民币 65.68 元/股（含）。 除上述调整回购股份价格上限外，本次回购股份方案的其他内容不变。 本次 ...

北京理工导航控制科技股份有限公司 证券代码：688282 证券简称：理工导航 公告编号：2025-044 重要内容提示： 关于调整回购股份价格上限的公告 ?为保障回购股份方案顺利实施，北京理工导航控制科技股份有限公司（以 下简称"公司"）于 2025 年 7 月 7 日召开第二届董事会第二十一次会议，审议通 过了《关于调整回购股份价格上限的议案》，拟将回购价格上限由人民币 33.00 元/股（含）调整为人民币 65.68 元/股（含）。 ?除上述调整回购股份价格上限外，回购方案的其他内容不变。 ?本次调整回购股份价格上限事项无需提交公司股东大会审议。 一、回购股份的基本情况 公司以公司自有资金通过集中竞价交易方式实施股份回购，在未来适宜时机全部 用于员工持股计划或股权激励计划。公司于 2024 年 8 月 29 日召开第二届董事会 第十三次会议，审议通过了《关于以集中竞价交易方式回购股份方案的议案》， 同意公司使用不低于人民币 1,500.00 万元，不超过人民币 3,000.00 万元的自有资 金，以不超过 33.00 元/股（含）的回购价格，回购公司股份并在未来适宜时机全 部用于员工持股计划或股权激励计划 ...

智通财经7月7日电，理工导航(688282.SH)公告称，为保障回购股份方案顺利实施，公司将回购价格上 限由33.00元/股调整为65.68元/股。 理工导航：调整回购股份价格上限至65.68元/股 ...