中国振华（集团）科技股份有限公司 2025 年半年度非经营性资金占用及其他关联资金往来 情况汇总表 单位：万元 | | | 占用方与上市公 | 上市公司核 | 2025 年期初占 | 2025 年半年度 占用累计发生 | 2025 年半 年度占用 | 2025 年半年度 | 2025 年半年 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占 | 资金占用方名称 | | 算的会计科 | | | | 偿还累计发生 | 度期末占用 | 占用形成原因 | 占用性质 | | 用 | | 司的关联关系 | 目 | 用资金余额 | 金额（不含利 | 资金的利 | 金额 | 资金余额 | | | | | | | | | 息） | 息（如有） | | | | | | 控股股东、实际控 | | | | | | | | | | | | 制人及其附属企业 | | | | | | | | | | | | 小计 | - | - | - | - | - | - | - | - | - | - | | 前控股股东、实际 | ...

关于对中国电子财务有限责任公司的风险持续评估报告 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。 证券代码：000733 证券简称：振华科技 公告编号：2025-045 中国振华（集团）科技股份有限公司 中国振华（集团）科技股份有限公司（以下简称本公司）于 2025 年 8 月 20 日召开第十届董事会第七次会议，审议通过《关于对中国电子财 务有限责任公司的风险持续评估报告》，此议案属于关联事项议案，关联 董事在表决时进行了回避。按照《深圳证券交易所股票上市规则（2025 年修订）》规定，此议案无需提交股东大会审议。报告内容如下： 按照《深圳证券交易所上市公司自律监管指引第7号—交易与关联交 易（2025年修订）》的要求，本公司通过查验中国电子财务有限责任公司 （以下简称中电财务）的《金融许可证》《营业执照》等证件资料，并审 阅中电财务的定期财务报表，对中电财务的经营资质、业务和风险状况进 行了评估，具体情况报告如下： 一、中电财务基本情况 1.中电财务是经中国人民银行银复〔2000〕243号文件批准成立的非 银行金融机构。 2.金融许可证机构编码：L0014 ...

证券代码：000733 证券简称：振华科技 公告编号：2025-043 中国振华（集团）科技股份有限公司 关于部分募集资金投资项目计划进度延期的公告 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。 中国振华（集团）科技股份有限公司（以下简称公司）于2025年8月 20日召开第十届董事会第七次会议、第十届监事会第四次会议，审议通过 《关于部分募集资金投资项目重新论证并延期的议案》，同意调整"半导 体功率器件产能提升项目""混合集成电路柔性智能制造能力提升项目" 达到预定可使用状态的时间。本次募投项目重新论证并延期仅涉及项目进 度的变化，没有改变实施主体、实施方式、募集资金投资用途等。本次延 期事项无需提交公司股东大会审议。具体情况如下： 截至 2025 年 6 月 30 日，公司募集资金使用的具体情况如下： | 募投项目名称 | 项目总投资 | 其中募集资 | 累计投入 | 投资进度（%） | | --- | --- | --- | --- | --- | | 序号 | | | | | - 1 - | | | （万元） | 金投资金额 | 金额（万元） | | ...

财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：中国振华(集团)科技股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 3,813,905,151.17 | 3,226,556,413.82 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 1,808,918,888.89 | 1,800,070,000.00 | | 衍生金融资产 | | | | 应收票据 | 540,889,284.05 | 1,938,175,545.55 | | 应收账款 | 5,563,322,502.71 | 4,577,863,060.31 | | 应收款项融资 | 135,405,484.31 | 227,394,805.17 | | 预付款项 | 64,531,477.79 | 35,855,360.29 | | 应收保费 | | | | 应收分保账款 ...

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。 中国振华（集团）科技股份有限公司（以下简称公司）于 2025 年 8 月 20 日召开第十届董事会第七次会议、第十届监事会第四次会议，审议 通过《关于 2025 年 1-6 月募集资金存放与实际使用情况的专项报告》， 报告内容如下： 一、募集资金基本情况 （一）扣除发行费用后的实际募集资金金额、资金到账时间 经中国证券监督管理委员会《关于同意中国振华（集团）科技股份有 限公司向特定对象发行股票注册的批复》（证监许可[2023]1391 号）核 准，公司采用向特定对象发行的方式发行人民币普通股（A 股）31,813,013 股，发行价格为每股 79.15 元。截至 2023 年 9 月 26 日，公司实际已向特 定对象发行人民币普通股（A 股）31,813,013 股，募集资金总额 2,517,999,978.95 元，扣除承销费、保荐费、审计费、律师费等发行费用 5,686,549.58 元后，实际募集资金净额为 2,512,313,429.37 元。上述资金 到位情况已经大信会计师事务所（特殊普通合伙）验证，并 ...

Market Overview - The military electronics sector increased by 0.86% on August 13, with Kesi Technology leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Stock Performance - Kesi Technology (688788) closed at 80.61, up 9.79% with a trading volume of 116,600 shares [1] - Aerospace Changfeng (600855) closed at 18.42, up 9.64% with a trading volume of 819,500 shares [1] - Other notable performers include: - ST Aowei (002231) at 3.80, up 4.97% [1] - Leike Defense (002413) at 6.24, up 4.00% [1] - Hezhong Sijuan (002383) at 11.10, up 3.74% [1] Capital Flow - The military electronics sector experienced a net outflow of 509 million yuan from institutional investors and 170 million yuan from retail investors, while individual investors saw a net inflow of 679 million yuan [2][3] - The capital flow for key stocks includes: - Hezhong Sijuan (002383) with a net inflow of 1.22 billion yuan from institutional investors [3] - Leike Defense (002413) with a net inflow of 1.15 billion yuan [3] - Aerospace Changfeng (600855) with a net inflow of 97.51 million yuan [3]

资金流向方面，今日主力资金净流入5684.36万元，占比成交额6.55%。其中，超大单净流出1530.95万 元、占成交额1.76%，大单净流入7215.31万元、占成交额8.31%，中单净流出流出3083.94万元、占成交 额3.55%，小单净流出2600.42万元、占成交额3.0%。 振华科技最新一期业绩显示，截至2025一季报，公司营业总收入9.08亿元、同比减少10.45%，归属净利 润5851.43万元，同比减少42.60%，扣非净利润4459.47万元，同比减少52.82%，流动比率6.630、速动比 率5.507、资产负债率18.02%。 天眼查商业履历信息显示，中国振华(集团)科技股份有限公司，成立于1997年，位于贵阳市，是一家以 从事软件和信息技术服务业为主的企业。企业注册资本55416.9431万人民币，实缴资本55416.943万人民 币。公司法定代表人为杨立明。 金融界消息 截至2025年8月13日收盘，振华科技（000733）报收于50.2元，上涨0.8%，换手率3.14%， 成交量17.40万手，成交金额8.68亿元。 通过天眼查大数据分析，中国振华(集团)科技股份有限公司共对外 ...

Investment Rating - The report maintains an "Accumulate" rating for the defense and military industry [5] Core Views - The report is optimistic about the gradual improvement of fundamentals and the upward trend in new domains and new quality combat capabilities, particularly in satellite internet construction [8][24] - The defense index has risen by 24.04% since May 6, driven by military trade and parade sentiments, indicating strong market performance [8][23] Summary by Sections Industry Overview - The defense and military industry comprises 143 listed companies with a total market value of 30,365.12 billion and a circulating market value of 25,995.20 billion [2] Market Performance - The defense and military index increased by 5.93% this week, outperforming other major indices [7][37] - The current PE(TTM) for the defense and military sector is 75.6 times, with sub-sectors showing varying valuations [7][43] Key Improvement Tracks - **Missile and Military Electronics**: Anticipated growth in demand for precision-guided munitions is expected to lead to a surge in military electronics orders starting from Q4 2024 [8][23] - **Aerospace Engine Supply Chain**: Recovery in military engine procurement and improvements in profitability are expected due to new model introductions and maintenance business growth [9][10][23] Focus Areas for Development - **New Generation Manned and Unmanned Aircraft**: The J-35 is expected to drive a new wave of growth in the aerospace supply chain [11][23] - **Satellite Internet**: The successful launch of the seventh batch of satellites for the GW constellation marks significant progress in satellite internet capabilities [12][24] - **Commercial Space Industry**: The report highlights the acceleration of commercial space activities, with plans for significant satellite launches in 2025 [14][24] Suggested Companies to Watch - **Missile and Military Electronics**: Companies like Zhenhua Technology, Hongyuan Electronics, and Torch Electronics are highlighted [19][25] - **Aerospace Engines**: Focus on Aviation Power and its supporting companies [26] - **New Generation Unmanned Aircraft**: Companies such as AVIC Shenyang Aircraft and AVIC Chengfei are recommended [27] Key Developments - **Nuclear Fusion**: The "Spark One" project aims to complete construction by the end of 2029, with a goal to demonstrate power generation by 2030 [15][28] - **Low-altitude Economy**: The successful flight of a 2-ton eVTOL for offshore oil platform logistics marks a significant milestone [16][29]

金融界消息 截至2025年8月1日收盘，振华科技（000733）报收于47.65元，上涨0.25%，换手率3.12%， 成交量17.30万手，成交金额8.27亿元。 资金流向方面，今日主力资金净流入8374.73万元，占比成交额10.12%。其中，超大单净流入2879.31万 元、占成交额3.48%，大单净流入5495.43万元、占成交额6.64%，中单净流出流出948.31万元、占成交 额1.15%，小单净流出7426.42万元、占成交额8.98%。 来源：金融界 天眼查商业履历信息显示，中国振华(集团)科技股份有限公司，成立于1997年，位于贵阳市，是一家以 从事软件和信息技术服务业为主的企业。企业注册资本55416.9431万人民币，实缴资本55416.943万人民 币。公司法定代表人为杨立明。 通过天眼查大数据分析，中国振华(集团)科技股份有限公司共对外投资了26家企业，参与招投标项目28 次，知识产权方面有商标信息45条，专利信息211条，此外企业还拥有行政许可3个。 振华科技最新一期业绩显示，截至2025一季报，公司营业总收入9.08亿元、同比减少10.45%，归属净利 润5851.43万元，同比 ...

Summary of Key Points Core Viewpoint - The average salary of secretaries in A-share listed companies reached 754,300 yuan in 2024, with a total salary of 4.086 billion yuan for all secretaries [1]. Group 1: Salary Insights - The average salary for secretaries in the defense and military industry was 650,100 yuan in 2024 [2]. - Total salary for secretaries in the defense and military industry amounted to 92.3127 million yuan, with an average salary of 887,200 yuan [3]. - The highest-paid secretary was Hu Guangwen from Zhenhua Technology, earning 1.5231 million yuan, an increase of 374,900 yuan from the previous year [4]. Group 2: Educational Background and Salary Trends - 54.23% of secretaries hold a master's degree, while 40.14% have a bachelor's degree, 2.82% are PhDs, and 2.11% have an associate degree [4]. - 48.59% of listed companies reported a year-on-year increase in secretary salaries, while 48.59% reported a decrease [4]. Group 3: Performance and Salary Changes - The lowest-paid secretary was Zhu Qinghai from AVIC High-Tech, earning 120,900 yuan due to a short tenure [5]. - The highest salary increase (excluding new secretaries) was for Shen Juan from Aopu Optoelectronics, whose salary rose by 88.90% to 822,100 yuan [5]. - The largest salary decrease was for He Min from Aerospace Nanhu, whose salary fell by 33.59% to 425,000 yuan [6]. Group 4: Regulatory Actions - Since the beginning of 2025, secretaries in the defense and military industry have faced three administrative regulatory measures and one administrative penalty [7][8]. - The administrative penalty involved a warning and a fine of 3.3 million yuan for Li Zhenbing, the secretary of *ST Guandian, due to negligence in information disclosure [9].