MACD金叉信号形成，这些股涨势不错！ 格隆汇8月13日｜A股市场军工股持续强势，其中，美晨科技（维权）20CM涨停，臻镭科技涨超13%， 北方长龙涨超12%，海兰信涨超10%，中电鑫龙、烽火电子、航天科技、长城军工、长城电工、华密新 材、黄河旋风10CM涨停，东材科技、永贵电器涨超8%，捷强装备、特发信息（维权）、中兵红箭、内 蒙-机涨超7%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300237 | 美晨科技 | + | 19.91 | 37.35 Z | 18.81 | | 688270 | 臻電科技 | 1 | 13.92 | 144 乙 | 92.86 | | 301357 | 北方长龙 | 1 | 12.52 | 166亿 | 423.19 | | 300065 | 海兰信 | 1 | 10.55 | 144亿 | 144.02 | | 002298 | 中电鑫龙 | | 10.05 | 69.72 Z | 77.07 | | 000561 | 烽火电子 | 1 | 10.04 | ...

（文章来源：每日经济新闻） 每经AI快讯，军工信息化异动拉升，烽火电子、中电鑫龙2连板，臻镭科技涨超15%，佳讯飞鸿、海兰 信、雷科防务、佳缘科技、科思科技跟涨。 ...

沪指8月12日上涨0.50%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为通信、电子，涨幅 分别为2.24%、1.88%。跌幅居前的行业为国防军工、钢铁，跌幅分别为1.03%、0.83%。国防军工行业 位居今日跌幅榜首位。 主力资金净流出的行业有24个，国防军工行业主力资金净流出规模居首，全天净流出资金70.52亿元， 其次是有色金属行业，净流出资金为64.83亿元，净流出资金较多的还有电力设备、机械设备、医药生 物等行业。 资金面上看，两市主力资金全天净流出301.23亿元，今日有7个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨1.88%，全天净流入资金64.25亿元，其次是通信行业，日涨幅为 2.24%，净流入资金为26.78亿元。 国防军工行业今日下跌1.03%，全天主力资金净流出70.52亿元，该行业所属的个股共139只，今日上涨 的有23只，涨停的有2只；下跌的有116只。以资金流向数据进行统计，该行业资金净流入的个股有22 只，其中，净流入资金超5000万元的有8只，净流入资金居首的是烽火电子，今日净流入资金2.98亿 元，紧随其后的是中国重工、合众思壮，净流入资金 ...

Group 1 - The main focus of the article is on the top 20 stocks that have seen significant inflows of capital as of August 12, with specific amounts listed for each stock [1] - The stock with the highest inflow is Hanwha U, attracting 1.378 billion yuan, followed by Xinyi Sheng with 704 million yuan [1] - Other notable stocks include Furi Electronics with 562 million yuan, Zhongji Xuchuang with 463 million yuan, and China Great Wall with 415 million yuan [1] Group 2 - The total inflow amounts for the top 20 stocks indicate strong investor interest, with the cumulative inflow reaching several billion yuan [1] - The data reflects a diverse range of sectors represented among the top stocks, suggesting varied investment opportunities [1] - The presence of technology and electronics companies, such as Industrial Fulian and Fenghuo Electronics, highlights the ongoing interest in these industries [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 特此公告。 陕西烽火电子股份有限公司 董事会 二〇二五年八月十二日 李钊颖女士，西部证券股份有限公司投资银行华南总部高级经理，注册会计师，具有多年投资银行、审 计业务经验，曾参与中国中免、东胜中国、风斯乐、三星半导体等公司审计工作，小牛电动等 IPO 审 计工作，上海莱士并购重组审计工作，参与宝钛股份再融资项目、烽火电子重大资产重组项目、高科环 保新三板挂牌项目、西城发集团新三板收购项目等，并参与多家公司财务顾问项目，执业记录良好。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 西部证券股份有限公司（以下简称"西部证券"）为陕西烽火电子股份有限公司（以下简称"公司"）发行 股份及支付现金购买资产并募集配套资金暨关联交易项目（以下简称"本项目"）的独立财务顾问及持续 督导机构，西部证券原委派杨小军先生、吕想科先生及高原女士担任本项目的独立财务顾问主办人，目 前处于持续督导阶段。 近日，公司收到西部证券出具的《西部证券股份有限公司关于更换陕西烽火电子股份有限公司独立财务 顾问主办人的通知》，吕想科先生因个人工作变 ...

证券日报网讯 8月11日晚间，烽火电子发布公告称，西部证券为公司发行股份及支付现金购买资产并募 集配套资金暨关联交易项目的独立财务顾问及持续督导机构，西部证券原委派杨小军先生、吕想科先生 及高原女士担任本项目的独立财务顾问主办人，目前处于持续督导阶段。近日，公司收到西部证券出具 的《西部证券股份有限公司关于更换陕西烽火电子股份有限公司独立财务顾问主办人的通知》，吕想科 先生因个人工作变动原因，不再负责公司的持续督导工作。为保证持续督导工作有序进行，西部证券委 派李钊颖女士担任持续督导期间的独立财务顾问主办人，继续履行持续督导责任。 （编辑 任世碧） ...

证券代码：000561 证券简称：烽火电子 公告编号：2025-060 陕西烽火电子股份有限公司 关于变更持续督导独立财务顾问主办人的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载 、误导性陈述或重大遗漏。 附件：李钊颖女士简历 西部证券股份有限公司（以下简称"西部证券"）为陕西烽火电子股份有限公司 （以下简称"公司"）发行股份及支付现金购买资产并募集配套资金暨关联交易项目 （以下简称"本项目"）的独立财务顾问及持续督导机构，西部证券原委派杨小军先 生、吕想科先生及高原女士担任本项目的独立财务顾问主办人，目前处于持续督导阶 段。 李钊颖女士，西部证券股份有限公司投资银行华南总部高级经理，注册会计师， 具有多年投资银行、审计业务经验，曾参与中国中免、东胜中国、风斯乐、三星半导 体等公司审计工作，小牛电动等 IPO 审计工作，上海莱士并购重组审计工作，参与 宝钛股份再融资项目、烽火电子重大资产重组项目、高科环保新三板挂牌项目、西城 发集团新三板收购项目等，并参与多家公司财务顾问项目，执业记录良好。 董 事 会 二〇二五年八月十二日 近日，公司收到西部证券出具的《西部证券股份有限公司关 ...

Group 1 - The company expects a net loss attributable to shareholders of approximately 80 million to 100 million yuan for the reporting period, representing a decline of 61.28% to 101.61% compared to the same period last year [1] - The adjusted net loss attributable to shareholders is estimated to be between 83.6 million and 103.6 million yuan, reflecting a decrease of 47.76% to 83.11% year-on-year [1] - The basic loss per share is projected to be around 0.0984 yuan to 0.1273 yuan, compared to a loss of 0.0332 yuan per share in the previous year [1] Group 2 - The decline in performance is attributed to ongoing structural adjustments in the industry, with traditional equipment orders not meeting expectations and a relatively low volume of product deliveries in the first half of the year [2] - Important research projects have not yet completed scientific evaluation, and only a few new products have begun small-scale production and delivery, which has also impacted the gross profit margin [2] - The company has not identified any significant uncertainties that could affect the accuracy of the performance forecast [3]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company projects a significant net loss for the first half of 2025, with net profit attributable to shareholders expected to decline by 179.17% to 248.97% year-over-year (restated) 2025 Semi-Annual Performance Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period (Restated) | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: 80 - 100 million yuan | Loss: 28.66 million yuan | | Year-over-Year Change (Restated) | Decline: 179.17% - 248.97% | - | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: 83.6 - 103.6 million yuan | Loss: 36.87 million yuan | | Year-over-Year Change (Restated) | Decline: 126.75% - 180.99% | - | | **Basic Earnings Per Share** | Loss: approx. 0.0984 - 0.1273 yuan/share | Loss: 0.0332 yuan/share | - The prior period data was restated due to the company's acquisition of **98.395%** equity in Changling Electronics, which was consolidated into the financial statements on **March 31, 2025**, under the principle of business combinations involving entities under common control[2](index=2&type=chunk) - According to accounting standards, the net profit or loss of a subsidiary from the beginning of the period to the consolidation date, arising from a business combination under common control, is recognized as a non-recurring gain or loss[3](index=3&type=chunk) [Communication with Accounting Firm](index=2&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company confirms that the financial data in this performance forecast are preliminary estimates and have not been audited by an accounting firm - The financial data related to this performance forecast are preliminary estimates by the company and have not been audited by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Change](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E7%9A%84%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The company attributes the performance decline to industry structural adjustments, reduced product deliveries, uncertified R&D projects, and decreased gross profit margins due to product mix changes - The primary reasons for the performance decline include: - Traditional equipment order demand not meeting expectations due to industry structural adjustments - Relatively fewer product deliveries in the first half of the year - Key R&D projects not yet completing scientific research certification, with new products delivered only in small batches - Changes in product mix leading to a decrease in gross profit margin[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company highlights that this unaudited performance forecast is a preliminary estimate based on professional judgment, with no identified significant uncertainties affecting its accuracy - This estimated performance is a preliminary calculation by the company based on its professional judgment and has not been audited by an accounting firm[6](index=6&type=chunk) [Other Relevant Information](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) The company reiterates that the forecast data are preliminary, with final accurate financial details to be disclosed in the 2025 semi-annual report, urging investors to be aware of investment risks - The forecast data are preliminary calculations only; specific data will be disclosed in detail in the company's 2025 semi-annual report, and investors are advised to be aware of investment risks[7](index=7&type=chunk)

烽火电子（000561）公告，预计2025年1月1日至6月30日，归属于上市公司股东的净利润为亏损8000万 元至1亿元，较上年同期下降61.28%至101.61%。上年同期亏损2865.59万元。基本每股收益亏损0.0984 元/股至0.1273元/股。报告期内，公司受所属行业结构性调整的持续影响，传统装备订购需求未达到预 期，上半年产品交付相对较少；公司重要在研项目尚未完成科研鉴定，仅部分新品陆续形成小批量生产 交付，同时受产品结构影响毛利率有所下降，因此公司收入利润同比均有所下降。 ...