Core Insights - Leike Defense (002413.SZ) released its semi-annual report for 2025 on August 16, 2025, indicating a total of 63.302 million shares held by five institutional investors, accounting for 4.81% of the total share capital [1] - The institutional holding ratio decreased by 2.39 percentage points compared to the previous quarter [1] - One public fund, Changxin National Defense Military Industry Quantitative Mixed A, was disclosed this period, while the foreign investment entity Hong Kong Central Clearing Limited was not disclosed in the previous quarter [1] Institutional Holdings - Five institutional investors disclosed their holdings in Leike Defense, with a total of 63.302 million shares [1] - The total institutional holding ratio is 4.81% of the company's total share capital [1] - The institutional holding ratio saw a decline of 2.39 percentage points from the last quarter [1] Public Fund and Foreign Investment - One public fund, Changxin National Defense Military Industry Quantitative Mixed A, was reported this period [1] - The foreign investment entity, Hong Kong Central Clearing Limited, was not disclosed in the previous quarter [1]

Core Viewpoint - Beijing Leike Defense Technology Co., Ltd. held its third meeting of the eighth board of directors, where significant resolutions were passed regarding the company's half-year report and a new investment project [1][2]. Group 1: Half-Year Report - The board approved the "2025 Half-Year Report and its Summary" with a unanimous vote of 9 in favor, 0 against, and 0 abstentions [1]. - The report and its summary will be published in major financial newspapers including "Securities Times," "China Securities Journal," "Shanghai Securities Journal," and "Securities Daily" [1]. Group 2: Investment Project - The board approved the proposal for the investment in the construction of the Hengda Microwave Equipment Intelligent Manufacturing Center, aimed at enhancing manufacturing capacity and product competitiveness [2]. - The total investment for the project is 300 million yuan, covering an area of 37.6 acres, and has received necessary administrative approvals [2]. - This investment does not constitute a related party transaction or a significant asset restructuring as per relevant regulations [2].

一、审议通过了《公司 2025 年半年度报告及其摘要》 表决情况：3票同意，0票反对，0票弃权。 证券代码：002413 证券简称：雷科防务 公告编号：2025-020 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 第八届监事会第三次会议决议公告 本公司及监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"）第八届监事会第三次 会议（以下简称"会议"）于2025年8月5日以电话、即时通讯工具等发出通知， 会议于2025年8月15日以现场结合通讯表决方式召开。会议应出席监事3名，实际 出席监事3名。本次会议的召集、召开和表决程序符合有关法律、法规和《公司 章程》的规定，会议形成的决议合法有效。 经与会监事认真审议，以记名投票表决方式审议通过了如下议案： 经过认真审核，公司监事会为：公司2025年半年度报告的编制和审议程序符 合法律、法规，《公司章程》和公司内部管理制度的各项规定，2025年半年度报 告的内容和格式符合中国证监会和证券交易所的各项规定，所包含的信息能从各 个方面真实准确反映公司的经营管理 ...

Core Viewpoint - Beijing Leike Defense Technology Co., Ltd. reported a revenue increase of 9.77% year-on-year for the first half of 2025, reaching approximately 541.75 million yuan, while the net loss attributable to shareholders decreased by 37.27% to approximately 41.67 million yuan [3][5][4]. Financial Performance - Revenue for the reporting period was 541,751,584.05 yuan, compared to 493,520,769.13 yuan in the same period last year, marking a 9.77% increase [3][4]. - Net profit attributable to shareholders was -41,672,066.31 yuan, improving from -66,425,856.21 yuan, indicating a reduction in losses by 37.27% [3][5]. - The net cash flow from operating activities was -115,948,186.69 yuan, a significant decline of 695.76% compared to the previous year [3][17]. - Total assets at the end of the reporting period were 4,821,490,586.06 yuan, down 2.47% from the previous year [3]. Business Segments - The company’s main business segments include radar systems, satellite applications, intelligent control, secure storage, and intelligent networking, with respective revenues of 181,398,946.55 yuan, 113,349,288.32 yuan, 161,587,875.67 yuan, 70,715,543.18 yuan, and 6,998,418.22 yuan [4][5][9]. - The radar systems segment saw a revenue decrease of 13.73% compared to the previous year, while satellite applications and intelligent control segments experienced revenue increases of 28.78% and 41.98%, respectively [3][18]. Research and Development - The company invested 78,803,847.31 yuan in R&D, a decrease of 19.32% from the previous year, reflecting a strategic focus on cost management amid revenue growth [3][17]. - The company holds 618 authorized patents and software copyrights, showcasing its strong emphasis on innovation and technology development [14][15]. Market Position and Strategy - The company is actively expanding its market presence in both military and civilian sectors, focusing on digitalization and automation to enhance operational efficiency [5][6]. - It has established a comprehensive service capability covering the entire chain of remote sensing data applications, contributing to its competitive edge in the satellite application field [7][8].

Company Overview - Beijing Leike Defense Technology Co., Ltd. reported a revenue of 541,751,584.05 yuan for the current reporting period, representing a 9.77% increase compared to 493,520,769.13 yuan in the same period last year [2] - The net profit attributable to shareholders of the listed company was -41,672,066.31 yuan, an improvement of 37.27% from -66,425,856.21 yuan year-on-year [2] - The net profit after deducting non-recurring gains and losses was -54,617,325.22 yuan, showing a 25.00% improvement from -72,826,234.35 yuan in the previous year [2] Financial Performance - The net cash flow from operating activities was -115,948,186.69 yuan, a significant decline of 695.76% from 19,462,124.51 yuan in the same period last year [2] - Basic earnings per share were -0.03 yuan, improving by 40.00% from -0.05 yuan [2] - Diluted earnings per share were also -0.03 yuan, reflecting a 40.00% improvement from -0.05 yuan [2] - The weighted average return on equity was -1.22%, an increase of 0.57% from -1.79% in the previous year [2] Asset and Equity Position - Total assets at the end of the reporting period were 4,821,490,586.06 yuan, down 2.47% from 4,943,580,696.69 yuan at the end of the previous year [4] - The net assets attributable to shareholders of the listed company were 3,399,588,830.26 yuan, a decrease of 1.21% from 3,441,247,020.77 yuan [4]

Shareholder Reduction - Boliview's chairman Zhang Zhiping plans to reduce holdings by no more than 2.3756 million shares [1] - Weitang Industrial's specific shareholder Gaoxin Venture plans to reduce holdings by no more than 701,400 shares [1] - Jizhi Technology's Jiyang Investment plans to reduce holdings by no more than 1.05% of shares [1] - Aosaikang's shareholder Zhongyi Weiye plans to reduce holdings by no more than 2% of shares [1] - Shutaishen's shareholder Xiangtang Group plans to reduce holdings by no more than 2% of shares [1] - Qinsong's shareholder Ruizhong Life plans to reduce holdings by no more than 1% of shares [1] - Changchun Yidong's shareholder FAW Equity Company plans to reduce holdings by no more than 2.97% of shares [1] - Sirui Pu's director and deputy general manager Feng Ying plans to reduce holdings by no more than 540,000 shares [1] - Bixing Wulian's Biyuan has cumulatively reduced 1% of the company's shares [1] - Jidan Biological's Nanjing Aiji has cumulatively reduced 666,600 shares [1] Financial Performance - Leike Defense reported a net loss of 41.6721 million yuan in the first half of the year [1] - Zhenhua New Materials reported a net loss of 217 million yuan in the first half of the year [1]

Core Viewpoint - The announcement from Leike Defense indicates a revenue growth of 9.77% year-on-year for the first half of 2025, despite reporting a net loss attributable to shareholders of approximately 41.67 million yuan [1] Financial Performance - The company achieved operating revenue of 541,751,584.05 yuan for the first half of 2025 [1] - The net profit attributable to shareholders was reported as -41,672,066.31 yuan [1]

Group 1 - The company announced the approval of its 2025 semi-annual report and summary by the third meeting of the eighth supervisory board [2]

（文章来源：证券日报） 证券日报网讯 8月15日晚间，雷科防务发布公告称，公司第八届董事会第三次会议审议通过了《公司 2025年半年度报告及其摘要》《关于子公司投资建设恒达微波装备智能制造中心项目的议案》。 ...

经济观察网 2025年8月15日，雷科防务(002413)发布2025年半年度报告，2025年上半年实现营业收入 5.42亿元，同比增长9.77%；实现净利润-4167.21万元，同比增长37.27%；基本每股收益-0.03元；加权 平均净资产收益率ROE为-1.22%。 ...