2月9日，雷科防务涨5.73%，截至发稿，报16.25元/股，成交16.45亿元，换手率7.99%，总市值214.39亿 元。 资料显示，北京雷科防务科技股份有限公司位于北京市海淀区西三环北路甲2号院5号楼6层，成立日期 2002年12月11日，上市日期2010年5月28日，公司主营业务涉及雷达系统业务群、智能弹药业务群、卫 星应用业务群、安全存储业务群、智能网联业务群的相关产品研发、制造和销售。主营业务收入构成 为：雷达系统33.48%，智能控制29.83%，卫星应用20.92%，安全存储13.05%，其他1.42%，智能网联 1.29%。 数据显示，华泰柏瑞基金旗下1只基金重仓雷科防务。通用航空（563320）四季度持有股数77.29万股， 占基金净值比例为2.84%，位居第八大重仓股。根据测算，今日浮盈赚取约68.02万元。 通用航空（563320）成立日期2025年8月25日，最新规模3.42亿。今年以来收益6.37%，同类排名 1422/5579；成立以来收益20.47%。 通用航空（563320）基金经理为谭弘翔。 截至发稿，谭弘翔累计任职时间4年338天，现任基金资产总规模575.06亿元，任职 ...

Group 1 - The commercial aerospace sector is experiencing a strong upward trend, with several companies showing significant gains [2] - Top performers include Dinggu Jichuang and Hangxiao Steel Structure, both reaching the daily limit increase [2] - Other companies such as Leike Defense, Hangyu Micro, Jiuding New Materials, Aerospace Hongtu, and Xinle Energy are also seeing positive movements in their stock prices [2]

Core Viewpoint - The article discusses the downfall of prominent investor Chen Xiaoqun, who has faced increasing scrutiny and allegations of manipulating the market through "internet trading strategies" after a significant sell-off in mid-January 2026 [1][28]. Group 1: Chen Xiaoqun's Trading Activities - Chen Xiaoqun's trading seat at China Galaxy Securities in Dalian has been frequently involved in selling large amounts of popular stocks, including Jin Feng Technology and Hua Sheng Tian Cheng, leading to significant price drops [1][28]. - In January 2026, the Dalian Huanghe Road seat recorded a cumulative transaction amount of 77.18 billion yuan, with major stocks like Jin Feng Technology and Lei Ke Defense contributing significantly to this figure [44][17]. - The trading patterns of the Dalian Huanghe Road seat and Guotai Junan Securities in Chongqing have raised suspicions of coordinated actions to profit from retail investors [31][30]. Group 2: Market Reactions and Speculations - Following a wave of concentrated selling, many investors began questioning Chen Xiaoqun's credibility and the legitimacy of his trading strategies, leading to a surge in negative sentiment [1][28]. - The article highlights the emergence of various rumors regarding Chen Xiaoqun, including allegations of market manipulation and his response to these claims through social media [9][39]. - The trading activities of the Dalian Huanghe Road seat have been linked to a broader trend of "internet trading strategies," which are criticized for creating volatility and misleading retail investors [21][24]. Group 3: Historical Context and Performance - Chen Xiaoqun's rise to prominence is attributed to his association with the Dalian Huanghe Road seat, which has seen a dramatic increase in trading activity, surpassing previous years in both the number of stocks traded and total transaction amounts [43][16]. - In 2024, the Dalian Huanghe Road seat recorded a total transaction amount of 92.97 billion yuan, indicating a significant shift in trading dynamics within the market [43][16]. - The article notes that the Dalian Huanghe Road seat has become synonymous with Chen Xiaoqun, further amplifying his influence in the market [45][47].

Group 1 - Hailanxin (300065) benefits from the collaborative development of the capital urban area port cluster and the intelligent upgrade of shipping, leading to strong growth momentum for the company [1][34] - The company specializes in marine electronic information systems and marine engineering equipment, with a leading position in domestic navigation technology [1][34] - The demand for technology support is expected to increase due to the acceleration of intelligent transformation at key ports like Tianjin and Tangshan [1][34] Group 2 - Jingtou Development (600683) focuses on the development of rail transit properties, leveraging the construction of a cross-regional rail transit network to unlock land value along the routes [2][36] - The company has developed a mature "rail + property" model and holds multiple patents in core technologies related to rail property [2][36] - The ongoing construction in key areas like Beijing's sub-center and Xiong'an New Area aligns with the demand for residential and industrial support due to population relocation [2][36] Group 3 - Chengjian Development (600266) is positioned to benefit from the accelerated urban renewal and non-capital function relief, which creates sustained demand for urban development and infrastructure projects [3][37] - The company has extensive experience in old city renovation and affordable housing construction, participating deeply in the quality upgrade projects of core cities [3][37] - The company’s land reserves and project resources in key areas can directly meet the housing and industrial space needs arising from population relocation [3][37] Group 4 - Langfang Development (600149) is strategically positioned in the land development business in the Beijing area, benefiting from the integration of Tongzhou and the North Three Counties [4][38] - The company can leverage local resource advantages to undertake land consolidation and infrastructure construction projects [4][38] - The demand for land development is expected to be rigidly released due to the implementation of cross-regional demonstration policies [4][38] Group 5 - Julisi (002342) sees a surge in demand for engineering equipment and rigging due to large-scale infrastructure projects in the urban area [5][39] - The company specializes in engineering rigging and lifting equipment, widely used in construction scenarios such as bridges and ports [5][39] - The integration of transportation in the Beijing-Tianjin-Hebei region is expected to drive significant growth in the company's product demand [5][39] Group 6 - Huasheng Tiancai (600410) focuses on cloud computing and digital services, capitalizing on the digital infrastructure upgrade and industrial digital transformation in the urban area [6][40] - The company has a comprehensive digital technology system and rich industry service experience [6][40] - The demand for digital services is expected to grow as the region develops smart transportation and digital governance applications [6][40] Group 7 - Jinyu Group (601992) is a leading supplier of building materials in the Beijing-Tianjin-Hebei region, benefiting from the ongoing construction boom and urban renewal [7][41] - The company’s product offerings include cement, concrete, and aggregates, with a strong supply chain advantage [7][41] - The demand for building materials is expected to rise significantly due to large-scale infrastructure and housing projects [7][41] Group 8 - Jidong Equipment (000856) is positioned to benefit from the upgrade of traditional industries and the demand for equipment renewal in the building materials sector [8][42] - The company specializes in cement equipment manufacturing and engineering services, with a strong technical capability [8][42] - The demand for high-end cement equipment and environmental renovation technology is expected to grow as the region pushes for green upgrades [8][42] Group 9 - Fushi Holdings (300071) focuses on brand marketing and public relations, benefiting from the growing demand for brand promotion in the urban area [9][43] - The company has a full-chain marketing service capability and serves clients across multiple industries [9][43] - The demand for customized marketing solutions is expected to rise as many enterprises establish and upgrade their brands [9][43] Group 10 - Huaxia Happiness (600340) specializes in the development and operation of industrial new towns, benefiting from the influx of industries due to non-capital function relief [10][44] - The company has a mature operational model that integrates industrial introduction and urban support [10][44] - The value of industrial new towns is expected to increase as the region enhances transportation and public services [10][44] Group 11 - Hongqiang Co., Ltd. (002809) sees a rigid growth in demand for concrete additives due to large-scale infrastructure projects [11][45] - The company specializes in concrete additives and new building materials, with stable product performance [11][45] - The demand for concrete is expected to rise significantly, driving the growth of the additives market [11][45] Group 12 - Siwei Tuxin (002405) is positioned to benefit from the rapid development of smart transportation and the growth of the connected vehicle and autonomous driving industries [12][46] - The company specializes in navigation maps and connected vehicle services, with leading technology in high-precision mapping [12][46] - The demand for smart transportation solutions is expected to grow as the region promotes intelligent upgrades in transportation systems [12][46] Group 13 - Leike Defense (002413) focuses on radar systems and electronic countermeasures, benefiting from the dual growth in defense and civilian security demands [13][48] - The company has core technologies and intellectual property rights in the defense and civilian security sectors [13][48] - The demand for security solutions is expected to increase as the region enhances its security capabilities [13][48] Group 14 - Aerospace Technology (000901) is involved in the aerospace equipment manufacturing sector, benefiting from the integration of innovation resources and the upgrade of high-end manufacturing [14][49] - The company leverages its aerospace technology advantages to participate in regional aerospace projects [14][49] - The demand for aerospace technology applications is expected to grow as the region develops its aerospace industry [14][49] Group 15 - Keri International (300662) focuses on human resources services, benefiting from the accelerated flow of talent and the growing demand for high-end talent in the urban area [15][50] - The company provides comprehensive human resources services, covering various industries [15][50] - The demand for customized human resources solutions is expected to rise as enterprises upgrade and expand [15][50] Group 16 - Tanshijia (300005) is positioned to benefit from the growth in outdoor leisure demand and the development of ecological tourism resources [16][51] - The company specializes in outdoor apparel and equipment, with a strong brand presence in the outdoor products industry [16][51] - The demand for outdoor products is expected to grow as consumer awareness of outdoor activities increases [16][51] Group 17 - Gangyan Gaona (300034) focuses on high-temperature alloy materials, benefiting from the rapid development of aerospace and new energy sectors [17][52] - The company specializes in the research and production of high-end alloy materials, with leading technology in the field [17][52] - The demand for high-temperature alloys is expected to grow as the region promotes high-end manufacturing upgrades [17][52] Group 18 - Electronic City (600658) focuses on the development and operation of technology parks, benefiting from the demand for innovation resources and the establishment of tech enterprises [18][53] - The company has extensive experience in park operation and enterprise incubation [18][53] - The demand for technology parks is expected to grow as the region promotes innovation and collaboration [18][53] Group 19 - Shangda Co., Ltd. (301522) specializes in the processing of special steel materials, benefiting from the growing demand for high-end materials in traditional industries [19][54] - The company focuses on the deep processing of special steel, with significant advantages in material processing technology [19][54] - The demand for special steel products is expected to rise as the region promotes the upgrade of manufacturing industries [19][54] Group 20 - Jikai Co., Ltd. (002691) focuses on mining equipment and intelligent upgrades, benefiting from the demand for efficient resource development [20][55] - The company specializes in mining machinery and technical services, with a strong service network [20][55] - The demand for intelligent mining equipment is expected to grow as the region promotes equipment renewal [20][55] Group 21 - Xinhua News (603888) focuses on news dissemination and digital content services, benefiting from the growing demand for media and cultural industries [21][56] - The company has authoritative information channels and strong content creation capabilities [21][56] - The demand for customized media solutions is expected to rise as the region promotes cultural integration and digital transformation [21][56]

证券之星消息，2月3日军工电子板块较上一交易日上涨3.85%，泰豪科技领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。军工电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600590 | 泰家科技 | 11.62 | 10.04% | 34.44万 | | 4.00亿 | | 000547 | 航大发展 | 32.38 | 9.99% | 446.84万 | | 138.72亿 | | 688522 | 纳睿雷达 | 43.17 | 8.74% | 10.62万 | | 4.48亿 | | 002413 | 雷科防务 | 14.36 | 7.40% | 264.12万 | | 37.05亿 | | 688011 | 新光光电 | 68.23 | 6.83% | 2.35万 | | 1.57亿 | | 300447 | 全信股份 | 20.19 | 6.38% | 22.89万 | | 4.54亿 | ...

（文章来源：每日经济新闻） 每经AI快讯，2月3日，卫星导航指数强势拉升，航宇微、航天环宇、四维图新、雷科防务均涨超5%， 振芯科技涨超3%。 ...

数据显示，华泰柏瑞基金旗下1只基金重仓雷科防务。通用航空（563320）四季度持有股数77.29万股， 占基金净值比例为2.84%，位居第八大重仓股。根据测算，今日浮盈赚取约51.78万元。 通用航空（563320）成立日期2025年8月25日，最新规模3.42亿。今年以来收益5.05%，同类排名 1586/5562；成立以来收益18.98%。 通用航空（563320）基金经理为谭弘翔。 2月3日，雷科防务涨5.01%，截至发稿，报14.04元/股，成交13.85亿元，换手率7.78%，总市值185.24亿 元。 资料显示，北京雷科防务科技股份有限公司位于北京市海淀区西三环北路甲2号院5号楼6层，成立日期 2002年12月11日，上市日期2010年5月28日，公司主营业务涉及雷达系统业务群、智能弹药业务群、卫 星应用业务群、安全存储业务群、智能网联业务群的相关产品研发、制造和销售。主营业务收入构成 为：雷达系统33.48%，智能控制29.83%，卫星应用20.92%，安全存储13.05%，其他1.42%，智能网联 1.29%。 从基金十大重仓股角度 截至发稿，谭弘翔累计任职时间4年332天，现任基金资产总规模 ...

Core Viewpoint - The rise of "Internet trading strategies" has led to significant speculation in the stock market, particularly among retail investors, driven by social media influencers and algorithmic recommendations [1][2][3] Group 1: Internet Trading Strategies - The "Internet trading strategy" is characterized by leveraging personal accounts or matrix accounts to attract attention and create momentum for specific stocks [2] - Influencers like "Chen Xiaoqun" have gained notoriety for their dramatic wealth stories, amplifying their influence through social media platforms [1][3] - The commercial aerospace sector has exemplified this strategy, with significant trading activity observed in stocks like "航天发展" [2] Group 2: Regulatory Actions - Recent regulatory actions have targeted influencers and their trading practices, revealing the operational logic behind "Internet trading strategies" [4] - The Zhejiang Securities Regulatory Bureau has penalized individuals for promoting stocks while simultaneously selling them, highlighting the risks associated with influencer-driven trading [4] Group 3: Institutional Investor Response - Institutional investors, particularly quantitative funds, are incorporating social media data into their investment strategies, often using it as a contrarian indicator rather than a signal to follow [5][6] - Quantitative teams are exploring more stable social data, such as sales figures and social media sentiment, to gauge market conditions [6] Group 4: Market Dynamics and Risks - The phenomenon of "social trading" has intensified, with retail investors increasingly relying on influencers for investment decisions, leading to potential market volatility [7] - Algorithms on social media platforms can create echo chambers, limiting the diversity of information available to retail investors [8] Group 5: Professional Investor Strategies - Professional institutions are encouraged to shift from one-way communication to more interactive services, providing educational content that aligns with investor habits [9] - Building trust through transparency and genuine engagement is essential for professional institutions to compete with social media influencers [9]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002413 证券简称：雷科防务 公告编号：2026-006 1、公司加大对民用市场化产品的投入力度，报告期内研发费用增加； 2、公司按照企业会计准则对存货进行初步减值测试，拟计提资产减值损失，预计对本报告期损益造成 影响； 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 二、与会计师事务所沟通情况 公司已就本次业绩预告有关事项与会计师事务所进行了预沟通，双方不存在重大分歧。 三、业绩变动原因说明 公司报告期净利润为负值，主要原因如下： 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。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 3、公司按照企业会计准则对存量应收账款计提信用减值损失，预计对本报告期损益造成影响。 四、风险提示 本次业绩预告的相关数据是公司财务部门的初步估算，未经会计师事务所审计，与最终2025年年度报告 的数据可能存在差异，以公司最终披露的2025年年度报告为准。公司指定信息披露媒体为《中国证券 报》《证券时报》《证券日报》《上 ...

公司报告期净利润为负值，主要原因如下：1、公司加大对民用市场化产品的投入力度，报告期内研发 费用增加；2、公司按照企业会计准则对存货进行初步减值测试，拟计提资产减值损失，预计对本报告 期损益造成影响；3、公司按照企业会计准则对存量应收账款计提信用减值损失，预计对本报告期损益 造成影响。 格隆汇1月28日丨雷科防务(002413.SZ)公布，预计2025年1月1日至2025年12月31日归属于上市公司股东 的净利润亏损5000万元-1亿元；扣除非经常性损益后的净利润亏损7000万元-1.3亿元。 ...