数据显示，我国商业航天市场规模从2015年的约0.38万亿元增长至2024年的2.3万亿元，年均复合增长率 约22%。若按25%增速计算，2030年我国商业航天市场规模有望逼近10万亿元，展现出巨大的增长潜 力。 11月24日，商业航天概念板块反复活跃，成为市场关注焦点。截至记者发稿，板块内多只个股强势涨 停，包括招标股份（301136.SZ）、航天环宇（688523.SH）、航天长峰（600855.SH）、雷科防务 （002413.SZ）、上海港湾（605598.SH）、中天火箭（003009.SZ）、天箭科技（002977.SZ）等。同 时，光库科技（300620.SZ）、飞沃科技（301232.SZ）、斯瑞新材（688102.SH）等个股也表现亮眼， 涨幅位居板块前列。 数据来源：东方财富choice 发射和星座补网方面具备优势。下一阶段，我国有望研发出对标猎鹰9号的可回收中型运载火箭，将参 与到中国星网、千帆星座以及算力卫星的发射服务中，火箭运力和发射成本瓶颈或将迎来突破。 资本市场方面，火箭公司IPO绿色通道已经开启，科创板第五套标准支持亏损阶段的商业航天企业上 市。当前，国内六大商业火箭头部企业已 ...

军工股卷土重来。 A股市场今天（11月24日）上午整体走低，国防军工板块大幅上涨，多股盘中涨停，成为上午市场主要亮点之一。 港股市场方面，受到全固态电池进展等消息刺激，广汽集团港股盘中一度暴涨超过13%。 军工股走强 A股市场今天上午整体走低，多数指数不同程度下跌。截至中午收盘，上证指数跌0.34%，深证成指跌0.59%，创业板指跌0.77%。 行业板块和赛道方面，若按照申万一级行业划分，煤炭、有色金属、石油石化、基础化工等板块跌幅居前。 国防军工板块领涨，板块盘中涨幅超过2%。航天环宇20%涨停，航天长峰、雷科防务、中天火箭、天箭科技、中船防务等多股涨停，另有多股涨幅超过 5%。 | 代码 | 名称 | 现分 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 688523 | 航天环宇 | 29.77 | 4.96 | 19.99% | | 600855 | 航天长峰 | 16.68 | 1.52 | 10.03% | | 002413 | 音科防务 | 6.37 | 0.58 | 10.02% | | 003009 | 中天火箭 | 55.10 | 5.01 ...

11月24日，A股三大股指集体高开，沪指开盘报3848.66点，涨0.36%，深证成指涨0.53%，创业板指涨0.9%。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 中船系 | 水产 | 光模块(CPO) | 培育钻石 | 军工信息化 | 发电设备 | 航天军工 | 重型机械 | 通信设备 | 商业服务 | | 4.70% | 2.91% | 2.50% | 2.20% | 1.99% | 1.71% | 1.56% | 1.18% | 1.05% | 1.02% | | 光刻机 1.97% | 6G 1.95% | 光通信 1.86% | 商业航天 1.84% | 光芯片 1.83% | 摩托车 0.93% | 食品 0.80% | 制药 0.71% | 工程机械 0.62% | 餐饮旅游 0.59% | | 近期定增 -1.22% | 微软合作商 -1.31% | 西藏振兴 -1.35% | 磷化工 -1.67% | 华为鸿蒙 -1.7 ...

【导读】 A 股三大股指高开，国防军工板块集体走强 中国基金报记者 张舟 大家好，新的一周开始了，基金君和你一起关注今天早盘的市场行情。 11 月 24 日， A 股三大股指集体高开，沪指开盘报 3848.66 点，涨 0.36% ，深证成指涨 0.53% ，创业板指涨 0.9% 。 截至发稿，沪深两市交易额突破 5000 亿元， A 股三大股指有所回调。 从板块看，国防军工、风电设备、可控核聚变板块领涨，中船系、光模块（ CPO ）、水产、 培育钻石概念股板块拉升；而此前涨幅明显的锂矿、两岸融合、摩尔线程、贵金属概念板块 出现回调。 国防军工板块盘初拉升 11 月 24 日开盘， A 股军工装备板块盘初拉升，领涨市场。卫星互联网、商业航天、军工信 息化等概念板块纷纷拉涨。 | 代码 | 名称 | 现价 | 涨跌幅▼ | 总市值1 年初至今涨跌 | | | --- | --- | --- | --- | --- | --- | | 688523 | 航天环宇 | 29.77 | 19.99% | 121亿 | 48.85% | | 002413 | 雷科防务 | 6.37 | 10.02% | 84亿 | 4 ...

| 代码 名称 | 现价 | | 涨跌幅▼ | | | --- | --- | --- | --- | --- | | 688523 航天环宇 | 29.77 | 19.99% | 121亿 | 48.85% | | 002413 雷科防务 | 6.37 | 10.02% | 84亿 | 46.10% | | 603131 上海沪工 | 27.28 | 8.25% | 87亿 | 60.84% | | 300455 航天智装 | 24.34 | 5.83% | 175亿 | 87.95% | | 300395 菲利华 | 72.49 | 4.23% | 379亿 | 93.33% | | 920961 创远信科 | 23.98 | 4.03% | 34亿 | 62.16% | | 002977 天箭科技 | 36.19 | 3.99% | 43亿 | 33.61% | 个股方面，航天环宇20cm涨停，雷科防务（002413）10cm涨停，成电光信、中国海防（600764）、佳驰科技、智明达等跟涨。 大家好，新的一周开始了，基金君和你一起关注今天早盘的市场行情。 11月24日，A股三大股指集体高开，沪指开盘报3 ...

国防军工板块走强，航天环宇、雷科防务等涨停，中国海防、佳驰科技、北方长龙等涨超5%。 ...

（文章来源：每日经济新闻） 每经AI快讯，11月24日，军工板块延续上周强势，中船防务、航天动力、雷科防务涨停，航天环宇、 久之洋、江龙船艇均涨超10%。 ...

Core Viewpoint - 雷科防务 has shown a significant increase in stock price and revenue, indicating strong market performance and growth potential in the defense sector [1][2]. Financial Performance - As of October 20, 雷科防务 reported a revenue of 933 million yuan for the period from January to September 2025, representing a year-on-year growth of 34% [2]. - The company recorded a net profit attributable to shareholders of -90.61 million yuan, which is a year-on-year increase of 32.61% [2]. - The stock price has increased by 35.55% year-to-date, with a recent 5-day increase of 2.78% and a 20-day increase of 8.04% [1]. Stock Market Activity - On November 19, 雷科防务's stock rose by 2.07%, reaching 5.91 yuan per share, with a trading volume of 198 million yuan and a turnover rate of 2.63% [1]. - The net inflow of main funds was 12.58 million yuan, with large orders accounting for 17.86% of purchases and 11.29% of sales [1]. Shareholder Information - As of October 20, 雷科防务 had 129,700 shareholders, a decrease of 0.71% from the previous period, with an average of 9,971 circulating shares per shareholder, an increase of 0.72% [2][3]. - The company has distributed a total of 323 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Business Overview - 雷科防务 specializes in radar systems, smart munitions, satellite applications, secure storage, and intelligent networking, with revenue contributions of 33.48%, 29.83%, 20.92%, 13.05%, and 1.29% respectively [1]. - The company is classified under the defense and military electronics sector, with various concept segments including small-cap, low-price, and space station concepts [1].

Core Points - The company held its first extraordinary general meeting of shareholders in 2025 on November 14, 2025, with a combination of on-site and online voting [4][5][6] - All resolutions proposed during the meeting were approved without any dissenting votes [2][3] Group 1: Meeting Details - The meeting was held at the company's conference room located at 6 Yuan Da South Street, Haidian District, Beijing [5] - A total of 879 shareholders and their proxies attended the meeting, representing 136,351,632 shares, which is 10.3533% of the total shares [6] - The meeting was presided over by the chairman, Mr. Gao Lining, and complied with relevant laws and regulations [5][21] Group 2: Voting Results - Proposal 1: The resolution to cancel the supervisory board and amend the Articles of Association was approved with 132,158,699 votes in favor, accounting for 96.9249% of the valid votes [10] - Proposal 2: The amendment to the Rules of Procedure for Shareholders' Meetings was approved with 130,661,792 votes in favor, representing 95.8271% of the valid votes [12] - Proposal 3: The amendment to the Rules of Procedure for Board Meetings was approved with 130,693,292 votes in favor, which is 95.8502% of the valid votes [14] - Proposal 4: The establishment of a Compensation Management System for Directors and Senior Management was approved with 131,946,399 votes in favor, accounting for 96.7692% of the valid votes [17] - Proposal 5: The appointment of an accounting firm was approved with 132,780,299 votes in favor, representing 97.3808% of the valid votes [19] Group 3: Legal Opinions - The lawyers from Beijing Wanshang Tianqin Law Firm confirmed that the meeting's procedures complied with the Company Law and other relevant regulations, and the resolutions passed were legally valid [21]

证券代码：002413 证券简称：雷科防务 公告编号：2025-037 债券代码：124012 债券简称：雷科定02 北京雷科防务科技股份有限公司 关于选举职工代表董事的公告 本公司及董事会全体成员保证本公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 北京雷科防务科技股份有限公司（以下简称"公司"）根据《公司法》等法 律法规、规范性文件和《公司章程》的规定，于 2025 年 11 月 14 日召开职工代 表会议，经与会职工代表表决通过，同意选举王长杰先生为公司第八届董事会职 工代表董事（简历详见附件），任期自本次职工代表会议选举通过之日起至公司 第八届董事会任期届满之日止。 王长杰先生符合《公司法》《深圳证券交易所上市公司自律监管指引第 1 号 ——主板上市公司规范运作》等法律法规、规范性文件及《公司章程》规定的任 职条件和任职资格。王长杰先生原为公司第八届董事会非职工代表董事，本次选 举完成后，王长杰先生将担任职工代表董事，不再担任非职工代表董事。公司第 八届董事会成员不变。公司董事会中兼任公司高级管理人员以及由职工代表担任 的董事人数总计未超过公司董事总数的二分之一，符合相关法律法规和 ...