Group 1 - The company, Leike Defense (002413), confirmed on August 4 that some of its exhibited equipment is equipped with its own products [1]

Group 1 - The core viewpoint of the news is that 雷科防务 (Reko Defense) has experienced a decline in revenue and net profit in its latest quarterly report, indicating potential challenges in its financial performance [1][3] - As of July 31, 2025, 雷科防务's stock closed at 5.96 yuan, with an increase of 1.88% and a trading volume of 1.2143 million hands, amounting to a transaction value of 723 million yuan [1] - The company reported total operating revenue of 214 million yuan for the first quarter of 2025, a year-on-year decrease of 10.31%, and a net profit attributable to shareholders of 36.82 million yuan, down 17.55% year-on-year [1] Group 2 - The company has a current liquidity ratio of 2.395 and a quick ratio of 1.656, indicating a strong short-term financial position [1] - 雷科防务 has invested in 14 external companies and participated in 12 bidding projects, showcasing its active engagement in the market [2] - The company holds 6 patents and has 8 administrative licenses, reflecting its commitment to innovation and regulatory compliance [2]

Core Viewpoint - The announcement from Leike Defense indicates that the company and its subsidiaries do not have overdue guarantees and are not involved in any litigation related to external guarantees or losses due to guarantee judgments [2] Group 1 - Leike Defense confirmed that there are no overdue guarantees [2] - The company stated that it is not involved in any lawsuits concerning external guarantees [2] - There are no losses incurred from guarantee judgments against the company [2]

| 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]

[I. Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts a net loss for the first half of 2025, with a narrowed loss year-over-year and anticipated revenue growth [1. Performance Forecast Period](index=1&type=section&id=1.%20Performance%20Forecast%20Period) This performance forecast covers the period from January 1, 2025, to June 30, 2025 - The performance forecast period is from **January 1, 2025, to June 30, 2025**[4](index=4&type=chunk) [2. Performance Forecast Details](index=1&type=section&id=2.%20Performance%20Forecast%20Details) The company expects a net loss for the first half of 2025, with a narrowed loss year-over-year and anticipated revenue growth Key Financial Indicators for H1 2025 Performance Forecast | Indicator | Estimated for Current Period (CNY 10,000) | Prior Period (CNY 10,000) | YoY Change (%) | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders of Listed Company | Loss of 4,000 – 6,000 | Loss of 6,642.59 | 9.67% – 39.78% (Loss narrowed) | | Net Profit After Deducting Non-Recurring Gains and Losses | Loss of 4,800 – 7,200 | Loss of 7,282.62 | 1.13% – 34.09% (Loss narrowed) | | Basic Earnings Per Share (CNY/share) | Loss of 0.03 – 0.05 | Loss of 0.05 | - | | Operating Revenue | 50,000 – 60,000 | 49,352.08 | - | - Both **net profit attributable to shareholders** and **net profit after deducting non-recurring gains and losses** are projected to be negative, but the magnitude of the loss is expected to narrow year-over-year[4](index=4&type=chunk) - Operating revenue is projected to be between **CNY 50,000 to 60,000**, an increase from **CNY 49,352.08** in the prior period[4](index=4&type=chunk) [II. Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The financial data in this performance forecast represents preliminary estimates by the company's finance department and has not been audited - The financial data in this performance forecast are preliminary estimates by the company's finance department[5](index=5&type=chunk) - The relevant data has not been audited by an accounting firm[5](index=5&type=chunk) [III. Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The net loss is primarily due to credit impairment losses from extended accounts receivable aging and provisions for inventory write-downs and other asset impairments - During the reporting period, the company recognized **credit impairment losses** due to the extended aging of some accounts receivable, based on accounting policies[6](index=6&type=chunk) - Based on H1 2025 operating conditions and estimated net realizable value of assets, the company intends to make provisions for **inventory write-downs** and other asset impairments, which are expected to impact current period profit and loss[7](index=7&type=chunk) [IV. Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) The company warns that this performance forecast is a preliminary, unaudited estimate, and final data may differ from the semi-annual report, urging investors to exercise caution - The data in this performance forecast are **preliminary estimates** by the company's finance department and have not been audited by an accounting firm[8](index=8&type=chunk) - Final data may differ from the company's ultimately disclosed **2025 semi-annual report**, which should be considered the authoritative source[8](index=8&type=chunk) - The company's designated information disclosure media include **China Securities Journal**, **Securities Times**, **Securities Daily**, **Shanghai Securities News**, and **Juchao Information Network**[8](index=8&type=chunk)

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]