Core Viewpoint - Beijing Leike Defense Technology Co., Ltd. announces the interest payment details for its convertible bonds "Leike Ding 02" for the period from May 27, 2024, to May 25, 2025, with an interest rate of 1.80% [1][4]. Group 1: Convertible Bond Details - The bond "Leike Ding 02" was approved by the China Securities Regulatory Commission and has been registered with Minmetals Securities Co., Ltd. [1][2]. - As of the announcement date, a total of 3,820,000 bonds (valued at 38,200.00 million) have been converted into 59,590,368 shares of the company's A-shares [2]. - The remaining balance of "Leike Ding 02" is 150,000 bonds, valued at 1,500.00 million [2]. Group 2: Interest Payment Terms - The interest rates for the bond are structured as follows: 1.00% for the third year, 1.50% for the fourth year, 1.80% for the fifth year, and 2.00% for the sixth year [2][4]. - The annual interest is calculated based on the formula: I = B × i, where I is the annual interest amount, B is the total face value of the bonds held, and i is the applicable interest rate [2]. - The interest payment method involves annual payments, with the first payment starting from the issuance date [2][4]. Group 3: Taxation and Payment Process - Individual bondholders are subject to a 20% tax on interest income, which will be withheld by the payment agency [4][6]. - For qualified foreign institutional investors (QFII and RQFII), interest income is temporarily exempt from corporate income tax and value-added tax [4][6]. - The bond interest payment date is set for May 26, 2025, with the record date being May 23, 2025 [5].

1、债券简称：雷科定 02 关于"雷科定 02"2025 年付息公告 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： | 证券代码：002413 | 证券简称：雷科防务 | 公告编号：2025-015 | | --- | --- | --- | | 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 2、债券代码：124012 3、可转债数量：150,000 张 1 4、债权登记日：2025 年 5 月 23 日（债权登记日为付息日前一工作日） 5、债券付息日：2025 年 5 月 26 日 6、票面利率：第一年为 0.30%、第二年为 0.50%、第三年为 1.00%、第四年 为 1.50%、第五年为 1.80%、第六年为 2.00%。 北京雷科防务科技股份有限公司（以下简称"公司"）本次定向可转债付息 债权登记日为 2025 年 5 月 23 日，在付息债权登记日前（包括付息债权登记日） 申请转换成公司股票的可转换公司债券，公司不再向其持有人支付本计息年度及 以后计息年度的利息。 一、"雷科定 02"定向可转换 ...

Group 1 - The terahertz concept sector declined by 0.99%, ranking among the top declines in concept sectors, with leading decliners including Aerospace Electronics, Shuo Bei De, and Lei Ke Defense [1][2] - Among the stocks in the terahertz sector, six stocks saw price increases, with Taihao Technology, Saiwei Electronics, and Juguang Technology rising by 1.24%, 1.08%, and 0.68% respectively [1][2] - The terahertz sector experienced a net outflow of 480 million yuan from main funds today, with 15 stocks seeing net outflows, and 5 stocks with outflows exceeding 30 million yuan [2][3] Group 2 - The leading stock with net outflow was Aerospace Electronics, which saw a net outflow of 267 million yuan, followed by Shuo Bei De, Tianhai Defense, and Tianhe Defense with net outflows of 84.12 million yuan, 78.39 million yuan, and 36.12 million yuan respectively [2][3] - The stocks with the highest net inflows included ZTE Communications, Haige Communications, and Taihao Technology, with net inflows of 75.60 million yuan, 31.58 million yuan, and 21.53 million yuan respectively [2][3] - The terahertz concept sector's performance was contrasted with other sectors, such as the China-Korea Free Trade Zone, which increased by 5.44%, and the shipping concept, which rose by 4.66% [2]

Group 1 - The terahertz concept sector declined by 2.14%, ranking among the top declines in concept sectors, with companies like Four Creation Electronics, Shaanxi Huada, and Tianyin Electromechanical leading the losses [1] - The top gainers in concept sectors included the China-Korea Free Trade Zone with a gain of 3.03%, while the China Shipbuilding System saw a decline of 3.40% [2] - The terahertz concept sector experienced a net outflow of 654 million yuan, with 19 stocks seeing net outflows, and 8 stocks having outflows exceeding 50 million yuan, led by ZTE Corporation with a net outflow of 297 million yuan [2] Group 2 - The top stocks with net outflows in the terahertz concept included ZTE Corporation (-1.18%), Leike Defense (-2.04%), and Tianhai Defense (-4.17%) [3] - The top stocks with net inflows included Aerospace Electronics with a net inflow of 589 million yuan, followed by Juguang Technology and Changfei Optical Fiber with inflows of 1.003 million yuan and 775,350 yuan respectively [3]

Group 1 - The military information technology sector experienced a decline of 2.16%, ranking among the top declines in concept sectors, with *ST Aowei hitting the limit down [1] - Among the military information technology stocks, notable declines included Guobo Electronics and *ST Tianwei, while Tianjian Technology, Aerospace Electronics, and Sichuan Jiuzhou saw increases of 10.00%, 6.14%, and 4.66% respectively [1][2] - The military information technology sector faced a net outflow of 2.735 billion yuan from main funds, with 74 stocks experiencing outflows, and 13 stocks seeing outflows exceeding 100 million yuan [2] Group 2 - The top net outflow stocks in the military information technology sector included Leike Defense with a net outflow of 237 million yuan, followed by Dongtu Technology and Shanghai Hanhua with outflows of 231 million yuan and 206 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflows included Aerospace Electronics, Sichuan Jiuzhou, and Jiexun Feihong, with inflows of 589 million yuan, 36.58 million yuan, and 26.14 million yuan respectively [5]

Market Overview - On May 12, both A-share and Hong Kong markets experienced a significant rebound, with the Shanghai Composite Index rising nearly 1% and the ChiNext Index increasing over 2% [1][2] - The total trading volume in the A-share market reached 1.34 trillion yuan, marking an increase of 118.5 billion yuan from the previous trading day [2] - The Hong Kong market also saw a substantial increase, with the Hang Seng Index rising nearly 3% and the Hang Seng Technology Index up over 5% [1][3] Sector Performance - In the A-share market, sectors such as military industry, Apple supply chain, and robotics showed strong performance, with the defense industry leading with a 4.80% increase [2][4] - Notable stocks in the defense sector included AVIC Chengfei, Morningstar Aviation, and Aerospace South Lake, all reaching the daily limit of 20% increase [2] - In the Hong Kong market, non-essential consumer goods, industrials, and information technology sectors were among the top performers [3] Fund Flow - On May 12, net inflow of main funds in the A-share market exceeded 13 billion yuan, with 2,400 stocks experiencing net inflows [3][4] - The top sectors for net inflow included electric power equipment, defense industry, and electronics, with inflows of 2.998 billion yuan, 2.673 billion yuan, and 2.550 billion yuan respectively [4] - In the Hong Kong market, companies actively repurchased shares, with a total repurchase amount exceeding 2.7 billion Hong Kong dollars in May [3][4] Valuation and Investment Outlook - The rolling P/E ratio for the entire A-share market was reported at 19.10 times, while the Hang Seng Index stood at 10.25 times, indicating attractive valuations for both markets [4] - Analysts express optimism about the potential for gradual upward movement in the A-share market amid a stabilizing environment, with a focus on sectors like AI applications, innovative pharmaceuticals, and new consumption [5][6] - The Hong Kong market is expected to benefit from recent monetary easing policies, with analysts suggesting a focus on consumer and technology sectors, as well as high dividend yield sectors [6]

Core Viewpoint - The military industry sector has experienced a significant surge, driven by two main factors: the easing of the India-Pakistan conflict and the emphasis on technological advancements in military capabilities [1] Group 1: Market Performance - The military sector saw a substantial increase, with over 30 stocks, including China Shipbuilding, reaching their daily limit or rising over 10% [1] - The military ETF rose nearly 6%, indicating strong investor interest in the sector [1] Group 2: Influencing Factors - An article published by the People's Daily highlighted the need to accelerate the development of new combat capabilities, emphasizing the role of high-tech weapons, smart technology, unmanned equipment, and big data applications as new growth points for military effectiveness [1] - The global military trade sales are projected to reach $111.6 billion in 2024, indicating significant potential for growth in the military sector [1]

Core Viewpoint - The military industry sector has experienced a significant surge, driven by geopolitical factors and advancements in technology, with a notable increase in military trade potential for 2024 [1][4][6]. Group 1: Market Performance - The military sector saw a strong rebound, with the military ETF rising nearly 6% and over 30 stocks hitting the daily limit or increasing by more than 10% [1][3]. - The backdrop of easing tensions in the India-Pakistan conflict has contributed to this unexpected rally in the military sector [3][6]. Group 2: Technological Advancements - A recent article from the People's Daily emphasized the rapid development of a new round of technological revolution and industrial transformation, highlighting the importance of high-tech weapons in modern warfare [3][4]. - Key growth areas for military capabilities include intelligent technology, unmanned equipment, and big data applications [3][4]. Group 3: Global Military Trade - The global military trade sales are projected to reach $111.6 billion in 2024, with the United States accounting for $42.33 billion, representing 37.92% of the total [4][6]. - The geopolitical landscape, particularly the India-Pakistan conflict, is expected to enhance military trade potential [4][6]. Group 4: Funding and Investment Outlook - Recent data indicates an improvement in the funding landscape for the military sector, with an increase in passive fund sizes and leverage compared to the previous week [4][6]. - Analysts are optimistic about the military industry's recovery in demand by 2025, suggesting a favorable investment environment [4][6]. Group 5: Company Performance and Future Plans - Companies in the military sector are showing confidence in their growth plans for 2025, with significant revenue and profit targets set by firms like Beifang Navigation and Zhongbing Hongjian [7]. - The military sector is expected to see continued activity in themes such as low-altitude economy, commercial aerospace, deep-sea technology, and military intelligence [7].

北京市万商天勤律师事务所 关于 北京雷科防务科技股份有限公司 股东大会 之 法律意见书 (2025)万商天勤法意字第 676 号 致：北京雷科防务科技股份有限公司 北京市万商天勤律师事务所（以下简称"本所"）受北京雷科防务科技股份有 限公司（以下简称"雷科防务"或"公司"）之委托，指派律师（以下简称"本所律师"） 列席雷科防务于 2025 年 5 月 9 日召开的 2024 年年度股东大会（以下简称"本次 股东大会"或"本次股东会"），并依据《中华人民共和国公司法》（以下简称 "《公司法》"）、《中华人民共和国证券法》、中国证券监督管理委员会《上 市公司股东大会规则》（以下简称"《股东大会规则》"）等中国现行法律、法 规和规范性文件以及《北京雷科防务科技股份有限公司章程》（以下简称"《公 司章程》"）的有关规定，就本次股东大会的召集和召开程序、出席会议人员资 格、表决程序、表决结果等事项进行见证，并出具本法律意见书。 为出具本法律意见书，本所律师特作如下声明： 1、为出具本法律意见书，本所律师对雷科防务本次股东大会所涉及的有关 事项进行了审查，查阅了本所律师认为出具本法律意见书所必需查阅的文件，并 对有关问题 ...

证券代码：002413 证券简称：雷科防务 公告编号：2025-014 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 2024 年年度股东大会决议公告 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。 特别提示： 1、本次股东大会没有出现否决议案的情形。 2、本次股东大会未涉及变更前次股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开时间： （1）现场会议召开时间：2025年5月9日（周五）14:30 （2）网络投票时间： 通过深圳证券交易所互联网投票系统的投票时间为2025年5月9日9:15至 2025年5月9日15:00之间的任意时间；通过深圳证券交易所交易系统进行网络投 票的投票时间为2025年5月9日9:15-9:25，9:30-11:30和13:00-15:00。 2、现场会议地点：北京市海淀区远大南街6号院鲁迅文创园5号楼公司会议 室 3、会议召开方式：现场投票与网络投票相结合的方式 4、会议召集人：公司董事会 5、会议主持人：董事长高立宁先生 6、本次会议的召集、召开和表决程序符合《公司法》 ...