证券代码：002413 证券简称：雷科防务 公告编号：2026-003 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 股票交易严重异常波动暨风险提示公告 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、北京雷科防务科技股份有限公司（以下简称"公司"）股票 2025 年 12 月 29 日至 2026 年 1 月 12 日连续 9 个交易日内收盘价格涨跌幅偏离值（深证 A 股指数）累计达到 106.67%，短期内涨幅较大，显著偏离大盘指数，但公司基本 面未发生重大变化，存在市场情绪过热、股价短期涨幅较大后续下跌的风险，如 未来公司股票价格进一步异常上涨，公司可能申请停牌核查，敬请广大投资者注 意二级市场交易风险，理性决策，审慎投资； 2、2024 年度及 2025 年前三季度，公司归属于上市公司股东的净利润均为 负值，分别为-39,603.46 万元和-9,061.33 万元，敬请广大投资者注意公司经营 业绩风险。 一、股票交易严重异常波动情况 公司（证券名称：雷科防务，证券代码：002413）股票交易连续 9 个交易 ...

近半年该股累计上榜龙虎榜19次，上榜次日股价平均涨3.19%，上榜后5日平均涨15.43%。 资金流向方面，今日该股主力资金净流入4.97亿元，其中，特大单净流入6.40亿元，大单资金净流出 1.42亿元。近5日主力资金净流出19.64亿元。 雷科防务今日涨停，全天换手率38.24%，成交额95.17亿元，振幅11.83%。龙虎榜数据显示，机构净买 入2.35亿元，深股通净卖出1.25亿元，营业部席位合计净卖出1663.32万元。 深交所公开信息显示，当日该股因日涨幅偏离值达7.95%上榜，机构专用席位净买入2.35亿元，深股通 净卖出1.25亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交26.25亿元，其中，买入成交额为13.59亿 元，卖出成交额为12.66亿元，合计净买入9323.08万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买四、买五，合计买入金额3.12亿 元，卖出金额7663.70万元，合计净买入2.35亿元，深股通为第一大买入营业部及第一大卖出营业部，买 入金额为4.55亿元，卖出金额为5.80亿元，合计净卖出1.25亿元。 | 18746.18 126 ...

Market Overview - The market showed strong fluctuations throughout the day, with all three major indices rising over 1%, and the Shanghai Composite Index achieving a 17-day consecutive rise [1] - AI application sectors experienced a significant surge, with stocks like BlueFocus and Hand Information hitting the daily limit [1] - The commercial aerospace concept continued its strong performance, with China Satellite and China Satcom both reaching new highs [1] - The brain-computer interface concept was also active, with stocks like DaoTech and Yanshan Technology hitting the daily limit [1] - Over 4,100 stocks in the Shanghai, Shenzhen, and Beijing markets rose, with a total transaction volume of 3.64 trillion, setting a new record for daily trading in A-shares [1] AI Marketing - The AI marketing concept saw a wave of limit-up stocks, including Gravity Media, Leo Holdings, and BoRui Communication [4] - Elon Musk announced on social media that he would open-source the latest content recommendation algorithm for the X platform within a week, interpreted by the market as his entry into the GEO space [4] - DeepSeek is set to release its next-generation flagship AI model, DeepSeek V4, in February, which reportedly outperforms major models like Anthropic Claude and OpenAI GPT series in programming capabilities [4][7] - Anthropic's Claude Code received a significant update, marking a new phase in global AI programming competition [4] Aerospace Sector - The aerospace sector continued to rise, with stocks like Luxin Investment, Goldwind Technology, and Daye Shares hitting the daily limit [10] - China applied for frequency resources for over 200,000 satellites, indicating a strategic national-level initiative [11] - Experts believe that the establishment of the Radio Innovation Institute will accelerate the 6G process, integrating satellite networks with ground communication networks [14] AI Medical - The AI medical sector also performed well, with companies like Meinian Health and Dean Diagnostics seeing consecutive gains [15] - OpenAI launched "ChatGPT Health," a health-related dialogue space that connects electronic medical records and health applications [15] - The demand for AI in healthcare is expected to grow significantly, driven by an aging population and an increase in chronic disease patients [18]

格隆汇1月12日｜雷科防务今日涨10.00%，成交额95.17亿元，换手率38.24%，盘后龙虎榜数据显示，深 股通专用席位买入4.55亿元并卖出5.80亿元，2家机构专用席位净买入2.35亿元，陈小群席位净买入6053 万元。 ...

雷科防务今日涨10.00%，成交额95.17亿元，换手率38.24%，盘后龙虎榜数据显示，深股通专用席位买 入4.55亿元并卖出5.80亿元，2家机构专用席位净买入2.35亿元，陈小群席位净买入6053万元。 ...

Group 1 - The A-share market saw a collective surge in storage chip concept stocks, with notable gains from companies such as Xicai Testing and Hangyu Micro, both rising over 10% [1] - Tian'ao Electronics hit the 10% daily limit, while Aerospace Zhizhuang increased by over 8%, and Guoke Micro rose by over 6% [1] - Other companies like Hangzhou Kelin, Changdian Technology, Zhongwei Company, and Leike Defense also experienced gains exceeding 5% [1] Group 2 - Specific stock performance includes: - Xicai Testing (code: 301306) up 10.95% with a market cap of 13.8 billion and a year-to-date increase of 43.36% [2] - Hangyu Micro (code: 300053) up 10.08% with a market cap of 16.7 billion and a year-to-date increase of 25.71% [2] - Tian'ao Electronics (code: 002935) up 10.02% with a market cap of 10.8 billion and a year-to-date increase of 13.96% [2] - Aerospace Zhizhuang (code: 300455) up 8.48% with a market cap of 27.4 billion and a year-to-date increase of 26.96% [2] - Guoke Micro (code: 300672) up 6.15% with a market cap of 27.2 billion and a year-to-date increase of 16.30% [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [1]

Group 1 - The A-share market saw a collective surge in storage chip concept stocks on January 12, with notable gains from companies such as Xicet Testing and Hangyu Micro, both rising over 10% [1] - Tian'ao Electronics hit the 10% daily limit, while Aerospace Zhizhuang increased by over 8%, and Guoke Micro rose by over 6% [1] - Other companies like Hangzhou Kelin, Changdian Technology, Zhongwei Company, and Leike Defense also experienced gains exceeding 5%, with Zhaoyi Innovation up over 3% [1] Group 2 - Xicet Testing (301306) increased by 10.95%, with a total market value of 13.8 billion and a year-to-date increase of 43.36% [2] - Hangyu Micro (300053) rose by 10.08%, with a market capitalization of 16.7 billion and a year-to-date increase of 25.71% [2] - Tian'ao Electronics (002935) saw a 10.02% increase, with a market value of 10.8 billion and a year-to-date increase of 13.96% [2] - Aerospace Zhizhuang (300455) increased by 8.48%, with a market capitalization of 27.4 billion and a year-to-date increase of 26.96% [2] - Guoke Micro (300672) rose by 6.15%, with a market value of 27.2 billion and a year-to-date increase of 16.30% [2] - Zhaoyi Innovation (603986) increased by 3.23%, with a market capitalization of 172.4 billion and a year-to-date increase of 20.48% [2]

Core Viewpoint - The satellite internet sector in the A-share market has emerged as a leading star, experiencing significant price increases and attracting substantial market attention at the beginning of 2026, driven by favorable policies and heightened market activity [2][4]. Market Performance - The A-share market has shown a strong upward trend, with the Shanghai Composite Index surpassing 4100 points by January 9, 2026, following a robust start to the year [3][4]. - The satellite internet concept has been a major contributor to this growth, with multiple stocks within the sector achieving significant gains, including several reaching their daily limit up [3][4]. Stock Price Increases - From January 5 to January 9, 2026, four companies in the satellite internet sector saw their stock prices rise by over 40%, specifically, Zhenlei Technology (48.18%), Leike Defense (45.82%), Tongyu Communication (42.34%), and Aerospace Hanyu (42.28%) [5]. - Other notable stocks, including China Satellite Communications, Qianzhao Optoelectronics, Aerospace Electronics, and Zhenyou Technology, also experienced substantial increases, all exceeding 30% [5]. Fundamental Performance - Despite the sharp rise in stock prices, some companies in the sector have reported relatively flat or declining revenue figures. For instance, Zhenlei Technology's revenue increased from 234 million yuan in 2022 to 302 million yuan in 2025, showing slow growth [6]. - Conversely, Leike Defense's revenue has been on a downward trend, dropping from 1.364 billion yuan in 2022 to 933 million yuan in 2025 [6]. - Tongyu Communication also experienced a decline in revenue, from 1.407 billion yuan in 2022 to 815 million yuan in 2025 [6]. Policy Support - The rise of the satellite internet sector is attributed to strong policy support, particularly the National Space Administration's action plan aimed at promoting high-quality development in commercial aerospace by 2027 [4][6]. - This policy environment has fostered optimism about the sector's growth potential, leading to increased investment in related stocks [4]. Market Risks - Several companies have issued announcements regarding abnormal stock price fluctuations, warning investors of potential risks associated with the rapid price increases [7][8]. - For example, Tongyu Communication reported a cumulative stock price increase of 191.65% since November 27, 2025, significantly outpacing the industry average [8]. - Aerospace Hanyu also noted a 200.81% increase in stock price since November 21, 2025, prompting them to clarify that their business fundamentals remain stable despite the price surge [8].

Core Viewpoint - On January 9, the Shanghai Composite Index rose by 0.92%, with institutional investors appearing on the trading lists of 40 stocks, net buying 22 and net selling 18 [1]. Group 1: Institutional Trading Activity - Institutional special seats net bought a total of 542 million yuan across 40 stocks on January 9 [1]. - The stock with the highest net buying from institutional seats was Zhenlei Technology, which closed up by 19.00% with a turnover rate of 16.91% and a transaction volume of 6.128 billion yuan [2]. - Qian Zhao Guangdian reached a daily limit, closing up by 20.00% with a turnover rate of 27.33% and a transaction volume of 8.591 billion yuan [2]. - Lei Ke Defense saw a rise of 3.45% with a turnover rate of 47.74% and a transaction volume of 10.818 billion yuan [3]. Group 2: Stock Performance and Trends - The average increase of stocks with institutional net buying was 9.89%, outperforming the Shanghai Composite Index [3]. - Stocks like Tianlong Group and Qian Zhao Guangdian showed strong performance, closing at their daily limits [3]. - Historical data indicates that stocks with institutional net buying have a 51.38% probability of rising the next day and a 48.62% probability of increasing over the next three days [3]. Group 3: Net Selling by Institutions - The stock with the highest net selling by institutions was Jin Feng Technology, with a net selling amount of 476.88 million yuan [3]. - Hongyuan Green Energy was noted for a significant drop of 10.13%, with net selling by institutions totaling 352.56 million yuan [4]. - Strong Yi Co. had a turnover rate of 39.07% and saw net selling of 95.99 million yuan by institutions [4]. Group 4: Deep and Shanghai Stock Connect Activity - On January 9, 28 stocks on the trading list had either Deep or Shanghai Stock Connect participation, with net buying in stocks like Innovation Medical and Lei Ke Defense totaling 288 million yuan and 257 million yuan respectively [7]. - Stocks such as Jin Feng Technology and Nanjing Panda saw net selling amounts of 119.33 million yuan and 111.17 million yuan respectively [9].

深交所公开信息显示，当日该股因日换手率达47.74%上榜，机构专用席位净买入2.05亿元，深股通净买 入2.57亿元。 雷科防务今日上涨3.45%，全天换手率47.74%，成交额108.18亿元，振幅8.73%。龙虎榜数据显示，机构 净买入2.05亿元，深股通净买入2.57亿元，营业部席位合计净买入6585.48万元。 融资融券数据显示，该股最新（1月8日）两融余额为10.62亿元，其中，融资余额为10.60亿元，融券余 额为211.93万元。近5日融资余额合计增加7896.33万元，增幅为8.05%，融券余额合计增加75.01万元， 增幅54.78%。（数据宝） 雷科防务1月9日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 71169.37 | 45443.14 | | 买二 | 机构专用 | 30544.86 | 6706.68 | | 买三 | 机构专用 | 17334.02 | 8786.08 | | 买四 | 国泰海通证券股份有限公司宜昌沿江大道证券营业部 | 16352 ...