截至2025年6月13日收盘，国博电子（688375）报收于54.83元，较上周的55.06元下跌0.42%。本周，国 博电子6月9日盘中最高价报57.3元。6月10日盘中最低价报53.11元。国博电子当前最新总市值326.79亿 元，在军工电子板块市值排名7/63，在两市A股市值排名435/5150。 本周关注点 公司公告汇总：国博电子每股派发现金红利0.40元，股权登记日为2025年6月18日 公司公告汇总 南京国博电子股份有限公司发布2024年年度权益分派实施公告，主要内容如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 每股现金红利0.40元 股权登记日为2025年6月18日 除权（息）日和现金红利发放日均为2025年6月19日 利润分配方案经2025年5月8日的2024年年度股东大会审议通过 分配以方案实施前的公司总股本596,014,900股为基数，每股派发现金红利0.40元（含税），共计 派发现金红利238,405,960.00元 除公司自行发放对象外，其他股东的现金红利委托中国结算上海分公司派发 自行发放对象包 ...

每股现金红利0.40元 证券代码：688375 证券简称：国博电子 公告编号：2025-020 南京国博电子股份有限公司 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： ? 是否涉及差异化分红送转：否 ? 每股分配比例 ? 相关日期 股权登记日 除权（息）日 现金红利发放日 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 8 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。 本次利润分配以方案实施前的公司总股本596,014,900股为基数，每股派发现 金红利0.40元（含税），共计派发现金红利238,405,960.00元。 三、 相关日期 股权登记日 除权（息）日 现金红利发放日 四、 分配实施办法 除公司自行发放对象外，公司其他股东的现金红利委托中国结算上海分公司 通过其资金清算系统向股权登记日上海证券交易所收市后登记在册 ...

证券代码：688375 证券简称：国博电子 公告编号：2025-020 南京国博电子股份有限公司 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0.40元 相关日期 | | | 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 8 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 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。 3. 分配方案： 本次利润分配以方案实施前的公司总股本596,014,900股为基数，每股派发现 金红利0.40元（含税），共计派发现金红利238,405,960.00元。 是否涉及差异化分红送转：否 每股分配比例 三、 相关日期 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/18 | 20 ...

| 权益变动方向 | 比例增加 | 比例减少□ | | --- | --- | --- | | 权益变动前合计比例 | 55.45% | | | 权益变动后合计比例 | 56.00% | | | 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 | | 证券代码：688375 证券简称：国博电子 公告编号：2025-019 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 1%刻度的 提示性公告 南京国博电子股份有限公司（以下简称"公司"）控股股东中电国基南方集团有限 公司（以下简称"国基南方"）及其一致行动人中电科投资控股有限公司（以下简称"电 科投资"）、中国电子科技集团公司第五十五研究所（以下简称"中国电科五十五所"） 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。 重要内容提示： 3.一致行动人信息 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | 控股股东/实际控制人及其一致行动人 | | --- | --- ...

证券代码：688375 证券简称：国博电子 公告编号：2025-018 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%的 提示性公告 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： 本次权益变动属于股东履行此前披露的减持股份计划，不触及要约收购。 本次权益变动后，南京芯锐股权投资合伙企业（有限合伙）（以下简称 "南京芯锐"）持有南京国博电子股份有限公司（以下简称"公司"）股份 29,800,745 股，占公司总股本的 5.0000%，不再是持有公司 5%以上股份的股东。 本次权益变动不会使公司控股股东及实际控制人发生变化。 | | | 1 | 注册地址 | 南京市江宁经济技术开发区正方中路166号 | | | --- | --- | --- | | 执行事务合伙人 | 南京芯锐管理服务有限公司 | | | 注册资本 | 5,826.1268万元 | | | 统一社会信用代码 | 91320100339335344R | | | 企业类型 | 有限合伙企业 | | | 经营范围 | 一般项 ...

证券代码：688375 证券简称：国博电子 南京国博电子股份有限公司 简式权益变动报告书 上市公司名称：南京国博电子股份有限公司 上市地点：上海证券交易所 股票简称：国博电子 股票代码：688375 信息披露义务人：南京芯锐股权投资合伙企业（有限合伙） 公司住址：南京市江宁经济技术开发区正方中路166号 通讯地址：南京市江宁经济技术开发区正方中路166号 股份变动性质：股份减持、持股比例降至5%以下 签署日期：2025年5月23日 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》（以下简称" 《证券法》"）、《上市公司收购管理办法》（以下简称"《收购管理办法》"）、 《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》（以 下简称"《准则15号》"）等相关法律法规编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反 信息披露义务人章程或内部规则的任何条款，或与之冲突。 三、依据《证券法》《收购管理办法》《准则15号》的规定，本报告书已全面 披露信息披露义务人在南京国博电子股份有限公司拥有权益的股份变动情况。截至 本报告书签署之日，除本报告书 ...

Group 1 - The military industry sector is experiencing multiple positive developments, with significant activity in military stocks, particularly Chengfei Integration achieving a nine-day consecutive rise [1] - The Aerospace ETF (159227) showed a rebound with a 0.81% increase, and notable stocks such as Aerospace Rainbow hitting the daily limit and unmanned drones rising over 7% [1] - The China Securities Regulatory Commission released revised regulations on major asset restructuring for listed companies, which may significantly benefit restructuring stocks, particularly in the military sector [1] Group 2 - The National Aerospace Index, tracked by the Aerospace ETF, has a high concentration in core military companies, with the military industry accounting for 99.2% of the index [2] - The National Aerospace Index has a higher weight in aerospace and aviation equipment, with 73% compared to 40% in the CSI Military Index and 53% in the CSI Defense Index [2]

Investment Rating - The report assigns an "Accumulate" rating to the company, indicating a potential increase of 5% to 15% relative to the CSI 300 index over the next six months [28]. Core Insights - The company, Guobo Electronics (688375), reported a revenue of 2.59 billion yuan for 2024, a year-on-year decrease of 27.4%, and a net profit of 485 million yuan, down 20.1% year-on-year [7][8]. - The first quarter of 2025 saw a significant decline in revenue, with 350 million yuan, representing a 49.51% year-on-year drop, and a net profit of 57.53 million yuan, down 52.37% year-on-year [7][8]. - Despite the short-term performance pressure, the company anticipates growth driven by military and potential military trade demands as the 14th Five-Year Plan concludes [13]. Summary by Sections Financial Performance - In 2024, the company's gross margin was 38.59%, an increase of 6.31 percentage points year-on-year, while the net margin rose to 18.7%, up 1.7 percentage points [9]. - The revenue from T/R components and RF modules decreased by 30.99% to 2.13 billion yuan, accounting for 89.99% of total revenue, while RF chip revenue increased by 33.46% to 170 million yuan [11]. Business Segments - The T/R component and RF module business faced a revenue decline, while the RF chip segment showed significant growth, indicating a shift in product demand [8][11]. - The company is focusing on expanding its terminal market, with RF chip products already being supplied to several well-known terminal manufacturers [8]. Future Outlook - The company forecasts revenues of 3.06 billion yuan, 3.90 billion yuan, and 4.68 billion yuan for 2025, 2026, and 2027, respectively, with corresponding net profits of 603 million yuan, 787 million yuan, and 963 million yuan [14]. - The anticipated recovery in military demand and potential military trade opportunities are expected to catalyze the company's growth in the coming years [13].

Investment Rating - Buy (Maintain Rating) [1] Core Viewpoints - The recent military conflict between India and Pakistan has highlighted the effectiveness of Chinese military equipment, particularly in the context of military exports [2][5] - The global arms trade is expected to enter a new cycle of prosperity due to increased demand driven by geopolitical tensions, with China's military exports likely to gain market share [3][4][26] Summary by Sections 1. Overview of the India-Pakistan Conflict - The conflict began with a terrorist attack in India, leading to India's "Operation Zhusha" and Pakistan's counteraction, showcasing the effectiveness of Chinese military equipment used by Pakistan [13][20] 2. Impact on the Military Industry - Global demand for military equipment is increasing, with military spending projected to reach $2.72 trillion in 2024, a 9.4% increase [23][26] - The arms trade saw a significant increase of 29% in 2022, with a projected export value of $28.938 billion TIV in 2024 [3][26] 3. China's Military Export Potential - China's military exports have surged from $1.358 billion TIV in 2021 to $2.982 billion TIV in 2023, with 45% of exports going to Pakistan [4][33] - The report emphasizes the transition of Chinese military equipment into a "DEEPSEEK" era, indicating advancements in technology and capabilities [42] 4. Investment Recommendations - The report suggests focusing on seven key areas for military trade-related investments: aviation equipment, missile systems, radar systems, drones, low-cost munitions, ground equipment, and communication data links [5][67]

Group 1: Market Performance - The three major indices experienced fluctuations and declines, with the aerospace and defense sector showing some pullback, as evidenced by a 0.58% drop in the Guozheng Aerospace Index [1] - Over the recent trading period from April 30 to May 13, the Guozheng Aerospace Index has accumulated a gain of over 9% [1] - Among the constituent stocks, Changcheng Military Industry rose over 3%, while Guobo Electronics, Zhongzhi Co., and Guoke Military Industry also saw gains [1] Group 2: ETF Launch - The Tianhong Aerospace ETF (subscription code: 159241) is currently being issued, with a fundraising cap of 5 billion yuan, running from May 6 to May 16 [1] - This ETF tracks the Guozheng Aerospace Industry Index, which comprises securities from the aerospace sector listed on the Shanghai and Shenzhen stock exchanges [1] - The index reflects the overall performance of the aerospace sector in China, focusing on core companies in the military industry, aviation, aerospace, and low-altitude economy [1] Group 3: Industry Developments - Recent favorable policies for commercial aerospace have led to increased investments and advancements in technology, creating new opportunities for listed companies in the industry [2] - Companies like Zhuhai Hangyu Micro Technology have successfully integrated self-developed AI chips into commercial satellites, while Shaanxi Zhongtian Rocket Technology is enhancing collaboration with commercial aerospace firms [2] - Analysts suggest that with external disturbances diminishing, market risk appetite is improving, particularly in the big tech sector, emphasizing artificial intelligence, defense, and robotics [2] Group 4: Market Sentiment - Recent reports indicate that the military industry is experiencing a recovery in market sentiment, with increased trading volumes and a positive outlook for the sector [2] - The military trade and commercial aerospace sectors, along with themes like low-altitude economy and deep-sea technology, are expected to see continued development and engagement [2] - The military industry's fundamentals are anticipated to improve, contributing to a sustained positive market environment for an extended period [2]