Group 1 - The company, LeiKe Defense, announced on September 30 that it has completed a key technology iteration upgrade in the storage chip sector for civilian eMMC products, which is expected to enhance its market competitiveness [1] - The storage medium has successfully transitioned from the domestic Yangtze Memory Technologies X1 particles to the X4 particles, resulting in significant cost reductions [1] - Compatibility adaptations have been completed with major domestic CPU manufacturers, further improving the product's competitive edge [1]

Core Viewpoint - 雷科防务 is exploring the potential application of its products and technologies in the robotics sector, although there are currently no practical applications [1] Company Summary - 雷科防务 has indicated its intention to actively monitor industry trends and enhance its business capabilities to seize market opportunities in the future [1]

Core Viewpoint - The company is strategically focusing on the embedded storage business in line with the national policy of "fully domestically produced and controllable" by the first half of 2025 [1] Group 1: Business Development - The company has completed a key technological iteration upgrade for its consumer eMMC storage products [1] - The storage medium has successfully transitioned from domestic Yangtze Memory X1 particles to X4 particles, resulting in a significant cost reduction [1] - Compatibility adaptations have been achieved with major domestic CPU manufacturers, significantly enhancing product competitiveness [1]

Core Viewpoint - The company, 雷科防务 (002413.SZ), is exploring the potential application of its products and technologies in the robotics sector, although there are currently no practical applications [1] Company Insights - The company is committed to actively monitoring industry trends and enhancing its business capabilities to seize market opportunities [1]

Core Viewpoint - 雷科防务的融资和融券情况显示出其在市场中的活跃度和投资者的关注度，尽管公司面临一定的财务挑战 [1][2] Financing Summary - On September 17, 雷科防务 had a financing buy-in amount of 11.21 million yuan and a financing repayment of 17.36 million yuan, resulting in a net financing buy of -6.14 million yuan [1] - As of September 17, the total financing and securities lending balance for 雷科防务 was 363 million yuan, with the financing balance accounting for 5.03% of the circulating market value, indicating a high level compared to the past year [1] - The securities lending situation showed no shares were sold or repaid on September 17, with a remaining amount of 121,700 shares and a securities lending balance of 665,700 yuan, also at a high level compared to the past year [1] Business Performance Summary - As of August 29, 雷科防务 had 137,500 shareholders, a decrease of 0.62% from the previous period, with an average of 9,405 circulating shares per person, an increase of 0.62% [2] - For the first half of 2025, 雷科防务 reported an operating income of 542 million yuan, a year-on-year increase of 9.77%, while the net profit attributable to the parent company was -41.67 million yuan, a year-on-year increase of 37.27% [2] Dividend and Shareholding Summary - Since its A-share listing, 雷科防务 has distributed a total of 323 million yuan in dividends, with no dividends paid in the last three years [3] - As of June 30, 2025, notable changes in institutional holdings included the exit of Hong Kong Central Clearing Limited and 长信国防军工量化混合A (002983) from the top ten circulating shareholders [3]

Overview - The company, Beijing Leike Defense Technology Co., Ltd., has approved a total bank credit limit of up to 120 million RMB for 2025, which includes guarantees for its subsidiaries [1][13]. Guarantee Situation - The company has signed guarantee contracts to support its wholly-owned subsidiaries, Beijing Institute of Technology Leike Electronic Information Technology Co., Ltd. and Beijing Institute of Technology Leike Aerospace Information Technology Co., Ltd. [2][3]. - The guarantee amount for Leike Electronic is capped at 30 million RMB, with the principal debt period from September 5, 2025, to December 18, 2025 [2][10]. - The guarantee amount for Leike Aerospace is capped at 10 million RMB, with the principal debt period from September 4, 2025, to August 19, 2026 [3][12]. - As of the announcement date, the total guarantees provided by the company to its subsidiaries amount to 38.5 million RMB, which is within the approved limit of 120 million RMB [3][14]. Subsidiary Information - Leike Electronic has a registered capital of 37.79 million RMB and was established on December 25, 2009, with a business scope that includes technology development and manufacturing of satellite navigation equipment [5][6]. - Leike Aerospace has a registered capital of 7.5 million RMB and was established on December 21, 2015, focusing on technology services and manufacturing of radar and electronic components [7][9]. Board of Directors' Opinion - The board of directors approved the guarantee and credit limit proposal during a meeting on April 18, 2025, which was subsequently ratified by the shareholders' meeting on May 9, 2025 [1][13].

Core Points - 雷科防务 announced that it has provided joint liability guarantees for its wholly-owned subsidiaries 理工雷科 and 雷科空天, with guarantee amounts not exceeding 30 million yuan and 10 million yuan respectively [1] - The total amount of guarantees provided by the company for its subsidiaries and associated companies after this announcement is 385 million yuan, which accounts for 11.19% of the company's audited net assets as of the end of the most recent fiscal year (2024) [1] Summary by Category - **Company Guarantees** - 雷科防务 provided a guarantee for 理工雷科 up to 30 million yuan and for 雷科空天 up to 10 million yuan [1] - The total guarantee amount is within the approved limit of 120 million yuan for the 2024 annual shareholders' meeting [1] - **Financial Impact** - The total external guarantee balance after this announcement is 385 million yuan [1] - This amount represents 11.19% of the company's audited net assets for the fiscal year ending in 2024 [1]

Summary of Key Points Core Viewpoint - Beijing Leike Defense Technology Co., Ltd. has approved a guarantee for its subsidiaries to secure bank credit financing up to 1.2 billion RMB, with specific contracts signed for two subsidiaries [1][7]. Group 1: Guarantee Overview - The company held a board meeting on April 18, 2025, approving a guarantee limit of up to 1.2 billion RMB for its subsidiaries [1]. - The guarantee authorization is valid from the approval date of the 2024 annual shareholders' meeting until the 2025 annual shareholders' meeting [1][7]. - As of the announcement date, the total guarantee amount provided by the company to its subsidiaries is 385 million RMB, which is within the approved limit [3][8]. Group 2: Specific Guarantees - A guarantee contract was signed with Bank of China for its wholly-owned subsidiary, Beijing Institute of Technology Leike Electronic Information Technology Co., Ltd., with a maximum principal amount of 30 million RMB [2][6]. - Another guarantee was established with Industrial Bank for Beijing Institute of Technology Leike Aerospace Information Technology Co., Ltd., with a maximum principal amount of 10 million RMB [2][6]. Group 3: Financial Status of Subsidiaries - Beijing Institute of Technology Leike Electronic Information Technology Co., Ltd. has total assets of approximately 2.13 billion RMB and total liabilities of about 1.20 billion RMB as of June 30, 2025 [4]. - The same subsidiary reported a net profit of approximately -87.45 million RMB for the first half of 2025 [4]. - Beijing Institute of Technology Leike Aerospace Information Technology Co., Ltd. has total assets of approximately 188.26 million RMB and total liabilities of about 109.59 million RMB as of June 30, 2025 [5]. Group 4: Board Approval and Compliance - The board's decision to approve the guarantee and credit financing was ratified by the shareholders on May 9, 2025 [1][7]. - The total guarantees provided do not exceed 11.19% of the company's audited net assets as of the end of 2024 [8].

| 证券代码：002413 | 证券简称：雷科防务 | 公告编号：2025-023 | | --- | --- | --- | | 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 ...

Core Insights - The company, Leike Defense, is making significant advancements in satellite application business, particularly in satellite remote sensing and ground remote sensing applications [2] Group 1: Satellite Application Business - In the field of satellite remote sensing, the company is leading the development of real-time intelligent processing technology for satellites, with multiple intelligent processing products successfully delivered [2] - The company has made substantial progress in the research and development of standardized and universal satellite intelligent computing products [2] - A lightweight in-orbit intelligent computing platform and lightweight processing algorithms have been developed to enhance the timeliness of commercial remote sensing data applications [2] Group 2: Ground Remote Sensing Applications - The company is building a comprehensive product service system for the entire "receive-process-apply" chain in ground remote sensing applications [2] - The commercial remote sensing network detection equipment has been deployed at multiple ground stations, significantly improving data interpretation efficiency in China's remote sensing processing applications [2] Group 3: Supporting Equipment - The company has launched the fourth generation of card-based large-scale switching matrices in the satellite supporting equipment sector [2]