证券之星消息，12月9日军工电子板块较上一交易日上涨0.41%，陕西华达领涨。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 301517 | 陕西华达 | 62.77 | 20.00% | 29.02万 | | 17.58亿 | | 002413 | 雷科防务 | 9.78 | 10.01% | 632.11万 | | 60.53亿 | | 600855 | 航天长峰 | 20.46 | 10.00% | C 99.48万 | | 19.75 Z | | 688636 | 智明达 | 38.94 | 6.42% | 12.86万 | | 4.92亿 | | 600990 | 四创电子 | 29.61 | 4.93% | 27.85万 | | 8.13亿 | | 688311 | 闊升电子 | 37.30 | 4.36% | 10.83万 | | 4. ...

| 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | | | | | (元) | (万股/万份) | (万元) | | | | | 2025-12-09 | 002413 | 雷科防务 | 9.78 | 100.00 | | 978.00 中信证券股份有限 | 中信建投证券股份 | | | | | | | | | 公司北京总部证券 | 有限公司南京龙园 | | | | | | | | 18.0 . 11 . An | | THE PLEY VINE ALL 1910 . I L. And | | 12月9日，雷科防务大宗交易成交100万股，成交额978万元，占当日总成交额的0.16%，成交价9.78元， 较市场收盘价9.78元持平。 ...

12月9日，A股全天下来共有54只涨停股、12只跌停股。商业航天概念活跃，雷科防务12天7板、龙洲股 份5连板，福建本地股走强，安记食品6连板、舒华体育4连板。 MACD金叉信号形成，这些股涨势不错！ 连板股方面，骏亚电子5连板，厦门港务、东百集团等3连板，安妮股份、达华智能（维权）、中瓷电子 等2连板，河化股份、信隆健康、鸿博股份（维权）、齐心集团等涨停。 *ST正平（维权）连续5日跌停，*ST返利连续4日跌停，交建股份（维权）连续2日跌停，海王生物、新 大洲A、ST中迪（维权）等跌停。 ...

Group 1 - The A-share market has seen strong performance in computing power concept stocks, with notable gains including Zhongchuang Environmental and Hengxin Oriental reaching the daily limit of 20% increase [1] - The recent listing of Moore Threads on the A-share market has led to a surge in its stock price, with its market value exceeding 300 billion yuan at one point, which is believed to have opened up valuation space for domestic computing power concept stocks [1] - Major cloud service providers are increasing their capital expenditures, with Meta raising its forecast for capital spending from $66 billion to $72 billion, Google increasing its guidance from $85 billion to $91-93 billion, and Amazon's expected capital expenditure for the year being around $125 billion, with further increases anticipated in 2026 [1] Group 2 - The stock performance of several companies in the computing power sector has been impressive, with Zhongchuang Environmental and Hengxin Oriental both achieving a 20% increase, and Hongbo Shares rising by 10% [2] - Other companies such as Helitai and Leike Defense are approaching their daily limit increases, while Zhongji Xuchuang has reached a historical high, and Industrial Fulian has seen a nearly 8% increase [1][2] - The acquisition of semiconductor startup Celestial AI by Marvell for $3.25 billion indicates ongoing consolidation and investment in the semiconductor industry [1]

Group 1 - The commercial aerospace sector is experiencing a strong resurgence, with Aerospace Electromechanical hitting the daily limit up and achieving five consecutive trading days of gains [1] - Qianzhao Optoelectronics surged over 14%, reaching a historical high, while other companies like Longzhou Co., Taiyong Changzheng, Aerospace Changfeng, and Dahua Intelligent also hit the daily limit up [3] Group 2 - Notable stock performances include: - Shaanxi Huada up 17.76% at 61.60 - Qianzhao Optoelectronics up 14.46% at 27.00 - Zais Technology up 10.09% at 6.33 - Longzhou Co. up 10.03% at 9.54 - Taiyong Changzheng up 10.02% at 19.44 - Aerospace Changfeng up 10.00% at 20.46 - Dahua Intelligent up 9.96% at 7.84 - Leike Defense up 9.00% at 9.69 - Aerospace Power up 7.60% at 33.40 - Xinyin Electronics up 7.14% at 25.50 [4]

Core Viewpoint - The A-share market has seen a significant rise in computing power concept stocks, driven by multiple positive catalysts in the computing power industry chain [1] Group 1: Stock Performance - Notable stocks include Zhongchuang Environmental Protection and Hengxin Oriental, both hitting the 20% daily limit up, while Hongbo Co. reached a 10% limit up [1] - Other stocks approaching limit up include Helitai and Leike Defense, with Zhongji Xuchuang hitting a historical high and Industrial Fulian rising nearly 8% [1] - The market capitalization of Zhongchuang Environmental Protection reached 39.71 billion, while Hengxin Oriental's market cap was 39.49 billion [2] Group 2: Industry Catalysts - The recent listing of Moore Threads on the A-share market saw its stock price surge, with a market value exceeding 300 billion at one point, which is believed to open up valuation space for domestic computing power concept stocks [1] - Amazon released its new self-developed Trainium3 chip and Trainium3 UltraServer, indicating advancements in cloud computing technology [1] - Marvell announced the acquisition of semiconductor startup Celestial AI for $3.25 billion, highlighting ongoing consolidation in the semiconductor industry [1] - Major cloud vendors are increasing their capital expenditures, with Meta raising its forecast for capital spending from $66 billion-$72 billion to $70 billion-$72 billion for the current fiscal year [1] - Google adjusted its annual capital expenditure guidance from $85 billion to $91 billion-$93 billion, while Amazon's expected capital expenditure is around $125 billion, with further increases anticipated in 2026 [1]

（文章来源：每日经济新闻） 每经AI快讯，12月9日，卫星导航板块短线拉升，龙洲股份涨停，陕西华达涨超10%，新雷能、超捷股 份、乾照光电、佳缘科技、雷科防务等跟涨。 ...

| 证券代码：002413 | 证券简称：雷科防务 | 公告编号：2025-040 | | --- | --- | --- | | 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 关于为子公司提供担保的进展公告 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。 一、担保情况概述 1、2025 年担保额度审议情况 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"）于 2025 年 4 月 18 日召开了第八届董事会第二次会议，会议审议通过了《关于确定公司 2025 年银行授信总额度及办理授信时的担保额度的议案》，同意公司及合并范围 内子公司在总额不超过 120,000 万元的范围内办理 2025 年银行授信融资业务， 公司对合并范围内子公司办理授信时的担保额度不超过 120,000 万元，年度内申 请的银行授信额度包括但不限于长（短）期借款、承兑汇票等。该事项已经 2025 年 5 月 9 日召开的公司 2024 年年度股东大会表决通过，上述银行授信及担保事 项授权期限自公司2024年度股东大会审议批准之日起至20 ...

雷科防务今日上涨1.14%，全天换手率40.34%，成交额47.19亿元，振幅5.57%。龙虎榜数据显示，机构 净卖出1920.35万元，深股通净卖出213.25万元，营业部席位合计净买入4823.30万元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买三、买四、卖二、卖三、卖四，合 计买入金额2.26亿元，卖出金额2.45亿元，合计净卖出1920.35万元，深股通为第一大买入营业部及第一 大卖出营业部，买入金额为1.24亿元，卖出金额为1.26亿元，合计净卖出213.25万元。 雷科防务12月8日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 12379.35 | 12592.60 | | 买二 | 中信建投证券股份有限公司南京龙园西路证券营业部 | 8764.99 | 5841.18 | | 买三 | 机构专用 | 7769.91 | 7320.24 | | 买四 | 机构专用 | 7124.96 | 3076.36 | | 买五 | 国信证券股份有限公司浙江互联 ...

New Stock Issuance - New stocks issued include 纳百川 (code: 301667) at an issuance price of 22.63 and 优迅股份 (code: 787807) at 51.66[1] Rights Issues and Announcements - 荃银高科 (code: 300087) has a tender offer period from December 4, 2025, to January 5, 2026[1] - 天普股份 (code: 605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] Delisting and Special Notices - *ST广道 (code: 920680) will enter the delisting arrangement period starting December 11, 2025[1] - *ST苏吴 (code: 600200) will enter the delisting arrangement period starting December 9, 2025[1] Stock Performance Alerts - 赛微电子 (code: 300456) reported severe abnormal fluctuations[1] - 海王生物 (code: 000078) and 瑞达期货 (code: 002961) also reported significant fluctuations[1] Additional Stock Announcements - 航天发展 (code: 000547) and 顺灏股份 (code: 002565) have issued announcements regarding their stock performance[1]