证券代码：002413 证券简称：雷科防务 公告编号：2026-008 北京雷科防务科技股份有限公司 关于子公司增资扩股暨关联交易的公告 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。 特别提示： 1、本次子公司增资扩股事项构成关联交易，不属于《上市公司重大资产重 组管理办法》规定的重大资产重组。 2、本次交易无需提交公司股东会审议。 一、交易概述 （一）交易基本情况 为保持北京雷科防务科技股份有限公司（以下简称"公司"或"雷科防务"） 全资子公司北京理工雷科空天信息技术有限公司（以下简称"雷科空天"或"目 标公司"）管理团队和技术队伍的稳定，构建长效激励机制实现与运营团队风险 共担，雷科空天实施增资扩股并引入员工持股平台。其中，公司董事长、雷科空 天执行董事高立宁先生及公司职工代表董事、雷科空天总经理王长杰先生以直接 持股的方式参与本次增资，其他核心员工以通过持有员工持股平台北京空天智创 科技中心（有限合伙）（以下简称"空天智创"）相应份额的方式参与本次增资（上 述增资各方以下合称"增资方"）。本次增资事项已经公司 2026 年 3 月 17 日召开 的第八届 ...

证券代码：002413 证券简称：雷科防务 公告编号：2026-007 北京雷科防务科技股份有限公司 为保持公司全资子公司北京理工雷科空天信息技术有限公司（以下简称"雷 科空天"）管理团队和技术队伍的稳定，构建长效激励机制实现与运营团队风险 共担，雷科空天实施增资扩股并引入员工持股平台。其中，公司董事长、雷科空 天执行董事高立宁先生及公司职工代表董事、雷科空天总经理王长杰先生以直接 持股的方式参与本次增资，其他核心员工以通过持有员工持股平台北京空天智创 科技中心（有限合伙）（以下简称"空天智创"）相应份额的方式参与本次增资（上 述增资各方以下合称"增资方"）。 本次增资前，雷科空天注册资本为人民币 7,500 万元，是公司持有 100%股 权的全资子公司。本次雷科空天新增注册资本 4,083.33 万元，其中，员工持股 平台空天智创以货币出资2,600万元认缴雷科空天新增注册资本2,166.67万元， 1 第八届董事会第六次会议决议公告 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"）第八届董事会第六次 会议（以下 ...

Group 1 - The top 20 stocks with significant capital inflow include Zhongji Xuchuang (1.706 billion), BYD (1.590 billion), and Xinyi Sheng (1.447 billion) [1] - Zhongji Xuchuang experienced a price increase of 6.74%, while BYD rose by 4.4% [2] - The defense sector shows strong performance with Lei Ke Defense and China Satellite increasing by 10.02% and 6.52% respectively [2] Group 2 - Other notable stocks include Feilong Co. (10% increase), Dongshan Precision (4.01% increase), and Hengtong Optic-Electric (6.36% increase) [2][3] - The energy sector is represented by TBEA (3.1% increase) and Changjiang Electric Power (2.04% increase) [2] - Agricultural Bank saw a modest increase of 1.88% with a capital inflow of 3.17 billion [3]

Core Insights - The main focus of the news is the significant inflow of capital into various stocks, indicating strong investor interest in specific sectors and companies. Group 1: Stock Performance and Capital Inflow - BYD saw a capital inflow of 1.427 billion, with a price increase of 3.55% [1][2] - China Satellite experienced a capital inflow of 0.797 billion, with a price increase of 7.71% [1][2] - Aerospace Rainbow had a capital inflow of 0.346 billion, with a price increase of 9.99% [1][2] - The stock with the highest capital inflow was BYD, followed by China Satellite and Raytheon Defense [1][2] Group 2: Sector Analysis - The automotive sector, represented by BYD and Feilong Co., showed strong performance with inflows of 1.427 billion and 0.493 billion respectively [1][2] - The defense sector, including China Satellite and Raytheon Defense, also attracted significant capital, with inflows of 0.797 billion and 0.730 billion respectively [1][2] - The communication sector, represented by companies like Hengtong Optic-Electric and Tianfu Communication, saw inflows of 0.504 billion and 0.233 billion respectively [1][2][3]

Investment Rating - The report maintains an "Overweight" rating for the defense and military industry, indicating a positive outlook compared to the overall market performance [4][28]. Core Insights - The defense industry is expected to see continuous improvement in fundamentals and orders, driven by the steady advancement of the "14th Five-Year Plan" and increased military spending intentions from the US and Europe due to recent geopolitical events [4]. - The report highlights that the military industry is entering a new cycle of quality improvement and growth, with expectations for enhanced delivery and performance recovery in the first half of 2026 [4]. - Key sectors to focus on include commercial aerospace, the dual-engine industry (gas turbines and commercial engines), and controllable nuclear fusion [4]. - The report emphasizes the importance of domestic demand growth and technological advancements in driving investment opportunities within the military sector [4]. Market Performance - Last week, the Shenwan Defense and Military Index rose by 2.17%, outperforming the Shanghai Composite Index, which increased by 0.41% [5]. - The top five performing stocks in the defense sector included Yingliu Co. (up 24.87%), TeFa Information (up 22.73%), and China Power (up 18.32%) [12]. - Conversely, the bottom five performers included Shenjian Co. (down 15.22%) and Aerospace Engineering (down 10.61%) [13]. Valuation Changes - The current PE-TTM for the Shenwan military sector is 97.40, indicating it is at a historically high level, with a valuation percentile of 75.55% since January 2014 [20]. - The report notes a slight differentiation in valuations among sub-sectors, with aerospace and aviation equipment showing relatively high PE valuations since 2020 [20]. Key Investment Targets - Recommended stocks for domestic demand include AVIC Shenyang Aircraft (中航沈飞), Feilihua (菲利华), and Huazhong CNC (华秦科技) [4]. - For external growth opportunities, stocks such as Ruichuang Micro-Nano (睿创微纳) and Aerospace Electronics (航天电子) are highlighted [4].

Core Viewpoint - The general aviation sector is experiencing positive momentum, driven by supportive policies and increasing investments, particularly in low-altitude economy applications [1][2]. Group 1: Market Performance - As of February 24, 2026, the China General Aviation Theme Index (931855) rose by 0.48%, with notable increases in component stocks such as Leike Defense (+4.79%) and Sichuan Jiuzhou (+2.70%) [1]. - The General Aviation ETF (561660) saw a slight increase of 0.08%, with the latest price at 1.3 yuan [1]. - Over the past three days, the General Aviation ETF has experienced continuous net inflows, totaling 6.5746 million yuan, with a peak single-day inflow of 2.6504 million yuan [1]. Group 2: Policy Support - Liaoning Province has introduced policies to promote the low-altitude economy, offering interest subsidies for projects related to low-altitude aircraft and key components, with a maximum annual subsidy of 1 million yuan per project and 5 million yuan per enterprise [1]. - The initiative aims to expand low-altitude economic applications and enhance industry quality and efficiency through financial support for recognized projects [1]. Group 3: Industry Trends - Recent advancements in AI models, such as Zhiyuan GLM-5 and Alibaba Qwen3.5, are focusing on "execution intelligence" rather than mere parameter comparisons, enhancing capabilities in complex system engineering and long-range agent tasks [2]. - According to Guosheng Securities, AI is evolving from a dialogue tool to an operational engine for the physical world, particularly in scenarios like drone swarm scheduling and autonomous takeoff and landing of general aviation aircraft [2]. - The China General Aviation Theme Index tracks 50 listed companies involved in aviation materials, aircraft manufacturing, infrastructure, and operations, reflecting the overall performance of the general aviation sector [2].

Group 1 - The core viewpoint of the article is that 雷科防务 (Leike Defense) is operating normally and encourages investors to refer to its regular reports for specific details on orders and customer situations [1] Group 2 - The company responded to investor inquiries on its interactive platform, indicating that its production and operations are stable [1] - The company did not provide specific information regarding order sales or customer details, suggesting that such information will be available in future reports [1]

Core Insights - The company LeiKe Defense reported that as of February 10, 2026, the number of shareholders reached 452,206 [2] Company Summary - LeiKe Defense has a significant shareholder base, indicating strong investor interest and potential market confidence [2]

Group 1 - The core point of the article is that LeiKe Defense (002413.SZ) has stated that its storage chip products are not currently applied in consumer electronics [1] Group 2 - The company has communicated this information through an interactive platform [1]

Group 1 - The core point of the article is that LeiKe Defense (002413.SZ) has stated that its storage chip products are not currently applied in consumer electronics [1] Group 2 - The company has communicated this information through an interactive platform [1]