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军工电子中报揭榜:复苏进行时!
市值风云· 2025-07-30 10:09
Core Viewpoint - The military industry is expected to see a turning point in 2025, with military electronics likely to recover first, as indicated by recent performance forecasts showing improved order demand and profitability [3][5]. Group 1: Company Performance - Torch Electronics (603678.SH) is experiencing a positive shift in the electronic components sector, with a forecasted net profit of 240 million, representing a growth of 51.3% [7][11]. - Hongyuan Electronics (603267.SH) anticipates a strong recovery in demand for its core product, high-reliability ceramic capacitors, with a forecasted net profit of 160 million, reflecting a growth of 40.1% [7][11]. - *ST Chengchang (001270.SZ) benefits from a rapid recovery in industry demand, with a forecasted net profit of 60 million, indicating a growth of 287% [7]. Group 2: Market Dynamics - The defense MLCC (Multi-Layer Ceramic Capacitor) market is primarily dominated by Torch Electronics and Hongyuan Electronics, with limited competition due to high qualification barriers and product reliability requirements [8][9]. - The domestic MLCC market is divided into civilian and defense sectors, with the civilian sector being larger and more competitive, while the defense sector remains stable with fewer participants [9]. Group 3: Financial Insights - High-tech infrared imaging company, Gaode Infrared (002414.SZ), is projected to see a significant increase in net profit, with a forecasted lower limit of 130 million, marking a 135-fold increase due to the recovery of delayed product deliveries and new contracts [21][33]. - Gaode Infrared has secured a new contract worth approximately 690 million, which constitutes 25.6% of its 2024 revenue, indicating strong growth potential [34].
纳睿雷达(688522) - 广东纳睿雷达科技股份有限公司章程(2025年7月修订)
2025-07-18 08:46
| | | 广东纳睿雷达科技股份有限公司 章程 二〇二五年七月 第一章 总则 第一条 为维护广东纳睿雷达科技股份有限公司(以下简称"公司")、 股东、职工和债权人的合法权益,规范公司的组织和行为,根据《中华人民共 和国公司法》(以下简称"《公司法》")、《中华人民共和国证券法》(以 下简称"《证券法》")和其他有关规定,制定本章程。 第二条 公司系依照《公司法》《中华人民共和国公司登记管理条例》和 其他有关规定由原珠海纳睿达科技有限公司整体变更方式发起设立的股份有限 公司。公司在珠海市市场监督管理局登记注册,取得营业执照,统一社会信用 代码为 91440400304080484P。 第三条 公司于 2022 年 12 月 15 日经中国证券监督管理委员会(以下简 称"中国证监会")同意注册,首次向社会公众发行人民币普通股 3,866.68 万股, 于 2023 年 3 月 1 日在上海证券交易所科创板上市。 第四条 公司注册名称:广东纳睿雷达科技股份有限公司 公司英文全称:Naruida Technology Co.,Ltd. 第五条 公司住所:珠海市唐家湾镇港乐路 2 号,邮编:519000。 第六条 公司 ...
纳睿雷达(688522) - 广东纳睿雷达科技股份有限公司关于变更公司注册资本、修订《公司章程》并办理完成工商变更登记的公告
2025-07-18 08:45
近日,公司已完成上述工商变更登记和备案手续,现将相关内容公告如下: 广东纳睿雷达科技股份有限公司 关于变更公司注册资本、修订《公司章程》并办理完成 工商变更登记的公告 证券代码:688522 证券简称:纳睿雷达 公告编号:2025-054 号 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。 广东纳睿雷达科技股份有限公司(以下简称"公司")分别于 2025 年 4 月 18 日、 2025 年 5 月 9 日召开第二届董事会第九次会议和 2024 年年度股东大会,审议通过了 《关于公司 2024 年度利润分配及资本公积金转增股本方案的议案》,根据 2024 年年 度股东大会的授权,同意公司管理层具体执行本次利润分配及资本公积金转增股本方 案,根据实施结果适时变更注册资本、修订《广东纳睿雷达科技股份有限公司章程》 (以下简称"《公司章程》")相关条款并办理相关登记变更手续。此外,公司分别于 2025 年 5 月 30 日、2025 年 6 月 16 日召开的第二届董事会第十次会议和 2025 年第一 次临时股东大会,审议通过了《关 ...
董秘说|纳睿雷达董秘龚雪华:AI助力相控阵雷达重塑技术性能边界 或催生雷达系统解决方案等新业态
Xin Lang Cai Jing· 2025-07-17 05:43
Core Viewpoint - The interview with Gong Xuehua, the Secretary of the Board of Directors of Narui Radar, highlights the company's focus on advanced radar technology and its applications in various fields, emphasizing the importance of technological innovation as a driving force for new productive forces in the industry [5][6][12]. Company Overview - Narui Radar specializes in full-polarization active phased array radar technology and has achieved early industrialization. The company provides radar detection system solutions primarily for meteorological detection and water resource monitoring, with plans to expand into civil aviation, marine monitoring, low-altitude economy, and public safety [5][7]. Industry Insights - The phased array radar technology has evolved significantly since its inception in the 1960s, with advancements in computing and materials leading to reduced costs and broader applications. The technology is currently used mainly in military and aerospace sectors, but its potential for civilian applications is growing [6][7]. Technological Advancements - The integration of artificial intelligence (AI) with phased array radar is transforming its performance and application scenarios, moving from enhanced perception to autonomous decision-making. This shift is expected to create new business models and solutions in radar systems [8][12]. Product Development - The company is actively developing new products, such as a dual-polarization, all-solid-state, full-phase array rain radar that utilizes AI for precise rainfall estimation and hydrological monitoring. This product is part of a broader strategy to enhance capabilities in flood forecasting and disaster prevention [8][10]. Research and Development - Narui Radar has invested significantly in R&D, with a reported expenditure of approximately 78.48 million yuan in 2024, marking a 37.24% increase year-on-year. The company has secured numerous patents and continues to develop advanced radar systems, which have been recognized as internationally advanced [11][12].
广东纳睿雷达科技股份有限公司关于2025年半年度业绩预告的自愿性披露公告
Group 1 - The company forecasts a revenue of approximately 154.89 million yuan for the first half of 2025, representing an increase of about 82.12 million yuan or 113% compared to the same period last year [3] - The estimated net profit attributable to the parent company for the first half of 2025 is around 56.55 million yuan, which is an increase of approximately 50.66 million yuan or 860% year-on-year [3] - The net profit attributable to the parent company after deducting non-recurring gains and losses is expected to be about 53.50 million yuan, reflecting an increase of around 43.93 million yuan or 459% compared to the previous year [3] Group 2 - In the same period last year, the company reported a revenue of 72.78 million yuan and a net profit of 5.89 million yuan attributable to the parent company [5] - The company attributes the significant growth in revenue and profit to its product technology and brand advantages, as well as a substantial increase in new contracts for hydrological radar [6] - The company has experienced accelerated confirmation of existing orders, contributing to its rapid revenue growth and improved profitability [6]
纳睿雷达(688522) - 2025 Q2 - 季度业绩预告
2025-07-14 09:35
[Current Period Performance Forecast](index=1&type=section&id=Item%201.%20Current%20Period%20Performance%20Forecast) The company projects significant growth in 2025 first-half performance, with revenue increasing to approximately **155 million yuan** and net profit to **56.55 million yuan** - The performance forecast covers the period from January 1, 2025, to June 30, 2025[2](index=2&type=chunk) - This performance forecast data represents preliminary calculations by the financial department and has not been audited by a certified public accountant[2](index=2&type=chunk) Key Performance Forecast Data for H1 2025 | Indicator | H1 2025 Forecast | H1 2024 Actual | Year-over-Year Growth | | :--- | :--- | :--- | :--- | | **Operating Revenue** | Approx. 154.89 million yuan | 72.78 million yuan | Approx. 113% | | **Net Profit Attributable to Parent Company Shareholders** | Approx. 56.55 million yuan | 5.89 million yuan | Approx. 860% | | **Net Profit Attributable to Parent Company Shareholders Excluding Non-Recurring Items** | Approx. 53.50 million yuan | 9.57 million yuan | Approx. 459% | [Prior Period Performance Review](index=1&type=section&id=Item%202.%20Prior%20Period%20Performance%20and%20Financial%20Status) The company's 2024 first-half performance included **72.78 million yuan** in revenue, **5.89 million yuan** in net profit, and **0.02 yuan** in basic earnings per share H1 2024 Performance Review | Indicator | Amount | | :--- | :--- | | **Operating Revenue** | 72.78 million yuan | | **Total Profit** | 1.22 million yuan | | **Net Profit Attributable to Parent Company Shareholders** | 5.89 million yuan | | **Net Profit Attributable to Parent Company Shareholders Excluding Non-Recurring Items** | 9.57 million yuan | | **Basic/Diluted Earnings Per Share** | 0.02 yuan/share | [Performance Growth Drivers](index=1&type=section&id=Item%203.%20Key%20Reasons%20for%20Current%20Period%20Performance%20Change) Significant performance growth is attributed to product technology and brand advantages, leading to increased hydrological radar contracts and accelerated revenue recognition - The company has gained recognition from customers across various sectors due to its product technology and brand advantages[4](index=4&type=chunk) - The core growth driver is the substantial increase in new contract values for hydrological rainfall radar[4](index=4&type=chunk) - Accelerated recognition and fulfillment of existing orders also significantly contributed to the substantial increase in operating revenue[4](index=4&type=chunk) - Combining these factors, the company's performance maintained rapid growth, with a significant improvement in profitability[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=Item%204.%20Risk%20Warning) This performance forecast is a preliminary, unaudited financial department calculation, with no significant uncertainties identified as of the announcement date - The performance forecast data represents preliminary calculations by the company's financial department and has not been audited by a certified public accountant[6](index=6&type=chunk) - As of the announcement date, the company has not identified any significant uncertainties affecting the accuracy of this performance forecast[6](index=6&type=chunk) [Other Explanations](index=2&type=section&id=Item%205.%20Other%20Explanations) Investors are reminded that forecast data is preliminary, with final figures subject to the 2025 semi-annual report, and to note investment risks - The final accurate financial data will be released in the company's officially disclosed 2025 semi-annual report[7](index=7&type=chunk) - Investors are advised to be aware of investment risks[7](index=7&type=chunk)
纳睿雷达:预计上半年净利润5655万元 同比增长860%
news flash· 2025-07-14 09:24
Core Viewpoint - Narui Radar (688522.SH) expects a significant increase in net profit for the first half of 2025, projecting approximately 56.55 million yuan, representing a year-on-year growth of 860% [1] Financial Performance - The company anticipates a revenue increase of 113% year-on-year during the reporting period [1] - The substantial growth in net profit and revenue is attributed to the company's product technology and brand advantages [1] Market Position - Narui Radar has gained recognition from clients across various sectors, leading to a notable increase in new contracts for hydrological measurement and rain radar [1] - The acceleration in confirming existing orders has contributed to the company's improved financial performance [1]
低空经济行业深度报告:战略升维驱动产业变革,低空经济万亿蓝海生态图谱
Guoyuan Securities· 2025-07-14 07:37
Investment Rating - The report maintains a "Recommended" investment rating for the low-altitude economy sector [7] Core Insights - The low-altitude economy market in China is projected to exceed 1 trillion yuan by 2026, with a compound annual growth rate of approximately 30% from a current size of 505.95 billion yuan in 2023, which represents a growth rate of 33.8% [1][37] - The low-altitude economy encompasses various sectors, including aircraft manufacturing and operational services, which account for 55% of the market, while supply chain, consumption, and transportation contribute 40% [1] - The Chinese drone industry is leading globally, with significant players like DJI and EHang, and the commercialization of eVTOL (electric Vertical Take-Off and Landing) is accelerating [1] Summary by Sections 1. Low-altitude Economy Emergence - The low-altitude economy integrates low-altitude flight activities with various industries, primarily involving drones, eVTOLs, and helicopters, operating below 1,000 meters [13] 2. Policy and Capital Driving Growth - The government has initiated a "safe and regulated development" strategy for the low-altitude economy, with significant investments and pilot projects across multiple cities [2] - In 2024, financing in the eVTOL sector exceeded 6.5 billion yuan, with various specialized funds being established to support the industry [2] 3. Technological Advancements and Application Scenarios - Key technologies in the sector include drones and eVTOLs, with ongoing innovations in automation and intelligence [3] - Core application areas are expanding to include logistics, urban transportation, and emergency rescue [3] 4. Regional Development Dynamics - The Yangtze River Delta, Pearl River Delta, and Chengdu-Chongqing regions are emerging as key players in the low-altitude economy, with cities like Shanghai and Shenzhen leading in infrastructure and regulatory frameworks [4] 5. Investment Recommendations - The report suggests focusing on companies involved in aviation batteries and core components, low-altitude security and air traffic management systems, eVTOL and drone manufacturing, and infrastructure development [5]
纳睿雷达: 广东纳睿雷达科技股份有限公司关于发行股份及支付现金购买资产并募集配套资金申请材料获得上海证券交易所受理的公告
Zheng Quan Zhi Xing· 2025-06-26 16:45
Group 1 - The company intends to acquire 100% equity of Tianjin Sigma Microelectronics Technology Co., Ltd. by issuing shares and paying cash to 12 counterparties, including Zhou Qifeng and Li Ying, while also raising supporting funds [1][2] - The Shanghai Stock Exchange has accepted the company's application for the issuance of shares to purchase assets and raise supporting funds, confirming that the application documents are complete and comply with legal requirements [1] - The transaction is subject to review by the Shanghai Stock Exchange and requires approval from the China Securities Regulatory Commission before implementation, indicating uncertainty regarding the approval process and timeline [2]
纳睿雷达(688522) - 广东纳睿雷达科技股份有限公司关于发行股份及支付现金购买资产并募集配套资金申请材料获得上海证券交易所受理的公告
2025-06-26 11:48
证券代码:688522 证券简称:纳睿雷达 公告编号:2025-051 号 广东纳睿雷达科技股份有限公司 关于发行股份及支付现金购买资产并募集配套资金申请 材料获得上海证券交易所受理的公告 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。 广东纳睿雷达科技股份有限公司(以下简称"公司")拟以发行股份及支付现金 的方式向周奇峰、李颖、天津好希望微电子技术合伙企业(有限合伙)等 12 名交易 对方购买天津希格玛微电子技术有限公司的 100%股权,并募集配套资金(以下简称 "本次交易")。 2025 年 6 月 26 日,公司收到上海证券交易所(以下简称"上交所")出具的《关 于受理广东纳睿雷达科技股份有限公司发行股份购买资产并募集配套资金申请的通 知》(上证科审(并购重组)〔2025〕18 号),上交所依据相关规定对公司报送的发行 股份购买资产并募集配套资金的申请文件进行了核对,认为申请文件齐备,符合法定 形式,决定予以受理并依法进行审核。 公司本次交易事项尚需经上交所审核,并获得中国证券监督管理委员会(以下简 称"中国证监会")注 ...