| 证券代码：002413 | 证券简称：雷科防务 公告编号：2025-018 | | --- | --- | | 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 关于为下属公司提供担保的进展公告 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 2025 年度股东大会之 日止。 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 ...

Group 1 - The Terahertz concept sector increased by 2.62%, ranking fifth among concept sectors, with 18 stocks rising, including ShuoBeide which hit a 20% limit up [1] - Leading stocks in the Terahertz sector included Shaanxi Huada, Leike Defense, and Taihao Technology, which rose by 4.92%, 3.85%, and 3.61% respectively [1] - The sector experienced a net inflow of 1.023 billion yuan from main funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2] Group 2 - ShuoBeide led the net inflow with 833 million yuan, followed by ZTE Communications, Haige Communications, and Tianhai Defense with net inflows of 135 million yuan, 114 million yuan, and 76.79 million yuan respectively [2] - The net inflow ratios for ShuoBeide, Leike Defense, and Haige Communications were 26.89%, 10.30%, and 9.03% respectively [3] - The trading volume and turnover rates for leading stocks in the Terahertz sector were significant, with ShuoBeide showing a turnover rate of 39.04% [3]

Group 1 - The company expects a negative net profit for the period from January 1, 2025, to June 30, 2025 [1] - The financial data related to this earnings forecast is based on preliminary estimates from the company's finance department and has not been audited by an accounting firm [1] - The main reasons for the negative net profit include extended aging of certain accounts receivable, leading to credit impairment losses, and the intention to recognize inventory impairment and other asset impairment provisions based on the operating conditions and asset realizable value assessments for the first half of 2025 [1]

Group 1 - The company expects a net loss for the reporting period, estimated between 40 million to 60 million yuan, compared to a net loss of 66.43 million yuan in the same period last year, indicating a growth of 9.67% to 39.78% [1] - The expected revenue for the reporting period is between 500 million to 600 million yuan, slightly above the previous year's revenue of 493.52 million yuan [1] - The company plans to recognize inventory impairment and other asset impairment provisions, which will impact the profit and loss for the reporting period [2] Group 2 - The net profit is primarily affected by credit impairment losses [1] - The financial data related to the performance forecast is based on preliminary estimates by the company's finance department and has not been audited by the accounting firm [1][2]

北京雷科防务科技股份有限公司 2025 年半年度业绩预告 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、本期业绩预计情况 1、业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 | 证券代码：002413 | 证券简称：雷科防务 | 公告编号：2025-017 | | --- | --- | --- | | 债券代码：124012 | 债券简称：雷科定02 | | 三、业绩变动原因说明 公司报告期净利润为负值，主要原因为： 1、本报告期部分应收账款账龄延长，公司基于会计政策对存量应收账款计提 信用减值损失。 2、基于 2025 年上半年的经营状况以及对期末资产可变现净值的测算，本报 告期公司拟计提存货跌价准备等资产减值准备，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 年半年度报告的数据可能存在差异，以公司最终披露的 2025 年 半年度报告为准。公司指定信息披露媒体为《中国证券报》《证券时报》《证券日 报》《上海证券报》和巨潮资讯网（htt ...

Core Viewpoint - Leike Defense (002413) expects a net loss of 40 million to 60 million yuan in the first half of 2025, which is an improvement compared to a loss of 66.4259 million yuan in the same period last year [1] Financial Performance - The company anticipates a non-recurring net profit loss of 48 million to 72 million yuan in the first half of 2025, a decrease from a loss of 72.8262 million yuan in the same period last year [1] - Expected operating revenue for the first half of 2025 is projected to be between 500 million to 600 million yuan, compared to 494 million yuan in the same period last year [1]

Group 1 - The military electronics sector experienced a decline at the beginning of trading, with Huaru Technology (301302) and Yaguang Technology (300123) dropping over 10% [1] - Tianjian Technology (002977) fell by more than 8%, while Qiyi Er (603712), Shaanxi Huada (301517), and Leike Defense (002413) also saw declines [1]

Group 1 - The military industry sector experienced a significant rise at the beginning of trading, with Shaanxi Huada (301517) increasing by over 10% [1] - Leike Defense (002413) reached its daily limit up, indicating strong investor interest [1] - Other companies in the sector, including China Satellite Communications (601698), Morningstar Aviation (300581), and China Satellite (600118), also saw notable gains [1]

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 2025 年度股东大会之 日止。 北京雷科防务科技股份有限公司 关于为下属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。 | 证券代码：002413 | 证券简称：雷科防务 公告编号：2025-016 | | --- | --- | | 债券代码：124012 | 债券简称 ...

Industry Overview - Remote sensing satellites are defined as application satellites that utilize sensors onboard to detect the Earth's surface and lower atmosphere for information gathering. They can operate in orbit for several years and cover specified areas continuously when in geosynchronous orbit [1][2]. - The remote sensing satellite system consists of two main components: the satellite platform and the payload system, which includes various subsystems such as power units, antennas, and control electronics [1]. Industry Chain Analysis - The upstream of the commercial remote sensing satellite industry includes satellite manufacturing, launch services, and ground equipment manufacturing. Manufacturing involves materials, chips, and propulsion systems, while launch services cover rocket development and delivery [5][6]. - The midstream consists of commercial remote sensing satellite operations, primarily involving ground operators and data operators who sell data products and provide service solutions [6][8]. - The downstream application areas are divided into B-end (government and enterprises) and C-end (consumers), with various information products and services distributed to users [6][8]. Industry Development History - The Chinese commercial remote sensing satellite industry has evolved from non-existence to a significant presence, driven by policy support since 2014. The establishment of companies like Changguang Satellite Technology marked the beginning of commercial remote sensing in China [10][11]. - The period from 2015 to 2019 saw rapid development, with the emergence of private companies and significant projects like the "Beijing No. 2" satellite [11]. - Since 2020, the industry has entered a phase of large-scale commercialization, with numerous companies announcing satellite constellation and launch plans [11]. Industry Policy Background - The importance of satellite remote sensing has been emphasized in national strategies, with various supportive policies introduced to promote the industry and its applications [15][16]. Current Industry Status - China has seen a significant increase in remote sensing satellite launches, with 105 satellites launched in 2022, surpassing the US for the first time. In 2023, over 160 satellites were successfully launched [19][22]. - By the end of 2023, China had more than 323 commercial remote sensing satellites in orbit, with a diverse range of data types and enhanced capabilities [22][27]. Commercial Remote Sensing Satellite Market - The market for commercial remote sensing satellites in China has been steadily growing, driven by policy support, technological advancements, and diverse market demands. The industry scale exceeded 270 billion yuan in 2023, with direct benefits surpassing 50 billion yuan [26][27]. - The commercial operation models include self-owned satellite operators who develop and launch their satellites and those who purchase data for processing and resale [23][26]. Competitive Landscape - The commercial remote sensing satellite industry features a mix of cooperation and competition among companies. The competitive landscape is dynamic, influenced by manufacturing cycles, application demands, and market evaluations [28][29]. - The first tier of competition includes leading companies with comprehensive capabilities across the industry chain, while the second and third tiers focus on specific operational models and data services [28][29]. Future Industry Trends - The market for remote sensing satellites is expected to grow at around 10% annually, potentially exceeding 37.2 billion yuan by 2030, driven by increasing applications in various sectors [32][35]. - Future trends include technological innovations in satellite miniaturization, high-resolution imaging, and AI data processing, alongside expanding applications in agriculture, environmental monitoring, and disaster management [35].