证券代码：688375 证券简称：国博电子 公告编号：2025-045 南京国博电子股份有限公司 关于持股 5%以上股东权益变动触及 5%刻度的提示性 公告 中电科国微（天津）集成电路芯片合伙企业（有限合伙）保证向本公司提供的信 息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | 其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 重要内容提示： 权益变动方向 比例增加□ 比例减少 权益变动前合计比例 15.44% 权益变动后合计比例 15.00% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否 是否触发强制要约收购义务 是□ 否 二、 权益变动触及 5%刻度的基本情况 南京国博电子股份有限公司（以下简称"公司"）于近日收到中电科国 ...

格隆汇12月3日丨国博电子(688375.SH)公布，公司于近日收到中电科国微（天津）集成电路芯片合伙企 业（有限合伙）出具的《简式权益变动报告书》。中电科国微于2025年11月27日至2025年12月3日期 间，通过集中竞价及大宗交易方式合计减持公司股份260.8万股，持股比例从15.44%减少至15.00%，权 益变动触及5%刻度。 ...

Core Viewpoint - The announcement from Guobang Electronics (688375.SH) indicates a reduction in shareholding by a significant shareholder, which does not trigger a mandatory takeover bid and does not change the control of the company [1] Shareholding Changes - The shareholder, China Electronics Technology Group Corporation Guowei (Tianjin) Integrated Circuit Chip Partnership (Limited Partnership), reduced its holdings by a total of 2.608 million shares from November 27 to December 3, 2025 [1] - The shareholding percentage decreased from 15.44% to 15.00%, marking a change that touches the 5% threshold [1] Compliance with Previous Plans - This reduction in shareholding is part of a previously disclosed share reduction plan by China Electronics Technology Group Corporation Guowei [1] - The transaction was executed through centralized bidding and block trading methods [1]

| 交易日期 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 卖出营业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-03 | 国博电子 | 688375 | 60.03 1266.63 | 21.1 | 机构专用 | 机构专用 | | | Ka | 12月3日，国博电子大宗交易成交21.1万股，成交额1266.63万元，占当日总成交额的7.6%，成交价60.03 元，较市场收盘价65.25元折价8%。 ...

Group 1: Commercial Aerospace - Focus on core targets in satellite manufacturing: Shanghai Huanxun, Zhenlei Technology, and Aerospace Electronics, with potential for value enhancement[3] - Key application targets include communication terminal baseband, RF chips, and phased array antennas[3] - Aerospace Technology Group has strong expectations for mergers and acquisitions due to substantial external assets[3] Group 2: Liquid Cooling Industry - Global competition in the liquid cooling industry is driven by ecological positioning, technology, and manufacturing advantages[3] - Recommended targets include: Infinet and Highlan for full industry chain layout; Kangsheng and Siquan New Materials for technical breakthroughs; and Tongfei for precision manufacturing and cost control[3] Group 3: Engineering Machinery - The core of engineering machinery investment is to assess the position in the cycle, with sales as a critical observation metric[3] - Excavator sales in October reached 18,096 units, a year-on-year increase of 7.77%, with domestic sales at 8,468 units, up 2.44%[63] - Loader sales in the first ten months totaled 104,412 units, a year-on-year increase of 15.8%, with domestic sales up 21.8%[64]

国博电子12月2日大宗交易平台共发生3笔成交，合计成交量37.50万股，成交金额2282.25万元。成交价 格均为60.86元，相对今日收盘价折价8.00%。从参与大宗交易营业部来看，机构专用席位共出现在3笔 成交的买方或卖方营业部中，合计成交金额为2282.25万元。 进一步统计，近3个月内该股累计发生20笔大宗交易，合计成交金额为1.59亿元。 证券时报·数据宝统计显示，国博电子今日收盘价为66.15元，下跌2.79%，日换手率为0.37%，成交额为 1.46亿元，全天主力资金净流入1033.24万元，近5日该股累计下跌5.27%，近5日资金合计净流出1964.44 万元。 两融数据显示，该股最新融资余额为1.92亿元，近5日减少5770.71万元，降幅为23.12%。 据天眼查APP显示，南京国博电子股份有限公司成立于2000年11月27日，注册资本59601.49万人民币。 （数据宝） 12月2日国博电子大宗交易一览 | 成交量（万 | 成交金额（万 | 成交价格 | | 相对当日收盘折溢价 | 买方营业 | 卖方营业 | | --- | --- | --- | --- | --- | --- | - ...

Core Insights - The establishment of a new department by the National Space Administration marks a significant step towards the commercialization of space, driven by policy and disruptive applications [1] - The concept of "space computing power" is emerging as a focal point for global tech giants, with plans for large-scale data centers in orbit to enhance AI capabilities [2] - Investment opportunities are identified in various sectors of the space industry, including rocket launch chains, satellite manufacturing, and testing services [3] Policy Developments - The National Space Administration's creation of a Commercial Space Department aims to improve the efficiency of launch approvals and licensing, promoting high-quality development in China's commercial space sector [1] - The release of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)" provides a framework for long-term industry growth through research project openness and national fund establishment [1] Industry Trends - The trend of deploying data centers in space is expected to overcome limitations faced by terrestrial data centers, with significant investments from companies like NVIDIA, SpaceX, and Google [2] - The demand for AI computing and decreasing rocket launch costs are anticipated to drive substantial growth in space computing power globally [2] Investment Opportunities - Key sectors for investment include: - Rocket and core supporting fields: Companies such as Aerospace Power, Superjet, Srey New Materials, and Gaohua Technology [3][4] - Satellite manufacturing and operation: Companies like China Satellite, Chengchang Technology, Zhenlei Technology, Aerospace Electronics, and Zhongke Xingtou [3][4] - Testing and service sectors: Companies including Aerospace Universe, West Measurement Testing, and Guobo Electronics [3][4] - Energy systems: Companies such as Shanghai Port and Qianzhao Optoelectronics [3][4]

Core Insights - A total of 15 stocks on the Sci-Tech Innovation Board experienced block trading on December 1, with a cumulative transaction amount of 360 million yuan [1][2]. Group 1: Trading Overview - There were 41 block trades executed, with a total trading volume of 10.18 million shares [1]. - The stock with the highest transaction amount was Guobo Electronics, which had 6 block trades totaling 7.306 million yuan [1]. - Other notable stocks in terms of transaction amounts included Haitai New Light and Lianyun Technology, with 4.872 million yuan and 3.81983 million yuan respectively [1]. Group 2: Price and Discount Analysis - All stocks involved in block trading were sold at a discount, with the highest discount rates observed in Sanyou Medical, Delong Laser, and Puyuan Information, at 16.46%, 12.68%, and 11.99% respectively [1][2]. - The average decline for stocks that underwent block trading was 0.46%, while the Sci-Tech 50 Index rose by 0.72% [1]. Group 3: Institutional Participation - Institutional transactions accounted for 18 trades involving 5 stocks, with Guobo Electronics leading in institutional buy amounts at 68.9976 million yuan [2]. - The stocks with the highest net inflow of funds included Hush Silicon Industry, Aerospace Software, and Haitai New Light, with net inflows of 20.4385 million yuan, 18.4593 million yuan, and 2.7452 million yuan respectively [2]. Group 4: Detailed Trading Data - A detailed table of block trading data includes various stocks, their transaction counts, volumes, average transaction prices, discount rates relative to closing prices, and total transaction amounts [3].

两融数据显示，该股最新融资余额为1.84亿元，近5日减少7192.38万元，降幅为28.13%。 据天眼查APP显示，南京国博电子股份有限公司成立于2000年11月27日，注册资本59601.49万人民币。 （数据宝） 国博电子12月1日大宗交易平台共发生6笔成交，合计成交量118.70万股，成交金额7306.00万元。成交价 格均为61.55元，相对今日收盘价折价9.55%。从参与大宗交易营业部来看，机构专用席位共出现在6笔 成交的买方或卖方营业部中，合计成交金额为7306.00万元，净卖出406.24万元。 进一步统计，近3个月内该股累计发生17笔大宗交易，合计成交金额为1.36亿元。 证券时报·数据宝统计显示，国博电子今日收盘价为68.05元，上涨2.27%，日换手率为0.69%，成交额为 2.82亿元，全天主力资金净流出599.58万元，近5日该股累计上涨0.53%，近5日资金合计净流出2733.05 万元。 12月1日国博电子大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营业部 | 卖方营 | | --- | --- | --- | --- | --- | -- ...

第2笔成交价格为61.55元，成交3.30万股，成交金额203.12万元，溢价率为-9.55%，买方营业部为国泰 海通证券股份有限公司深圳登良路证券营业部，卖方营业部为机构专用。 第3笔成交价格为61.55元，成交100.00万股，成交金额6,155.00万元，溢价率为-9.55%，买方营业部为机 构专用，卖方营业部为机构专用。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月1日，国博电子收涨2.27%，收盘价为68.05元，发生6笔大宗交易，合计成交量118.7万股，成交金 额7306万元。 第1笔成交价格为61.55元，成交3.30万股，成交金额203.12万元，溢价率为-9.55%，买方营业部为国泰 海通证券股份有限公司深圳登良路证券营业部，卖方营业部为机构专用。 第4笔成交价格为61.55元，成交5.00万股，成交金额307.75万元，溢价率为-9.55%，买方营业部为机构 专用，卖方营业部为机构专用。 第5笔成交价格为61.55元，成交3.80万股，成交金额233.89万元，溢价率为-9.55%，买方营业部为机构 专用，卖方营业部为机构专用。 第6笔成交价格为61. ...