（编辑 王雪儿） 证券日报网讯 银河电子7月29日在互动平台回答投资者提问时表示，公司智能特种装备业务主要包含技 术保障装备、智能供配电系统、综合电子信息系统、综合环境控制系统等产品，具体请参考公司定期公 告的内容。 ...

Group 1 - China Electric Power Construction announced new contract amount of 686.699 billion yuan for the first half of 2025, a year-on-year increase of 5.83% [2] - The new contracts in energy and power business reached 431.388 billion yuan, up 12.27% year-on-year [2] - The new contracts in water resources and environment business were 77.321 billion yuan, down 14.05% year-on-year [2] Group 2 - Yanghe Brewery elected Gu Yu as the chairman of the board, with a term consistent with the current board [3] - Gu Yu has a background in local government and has been involved in economic work and investment promotion [3] Group 3 - BYD announced a profit distribution plan for 2024, proposing a cash dividend of 39.74 yuan per 10 shares and a stock distribution of 8 shares for every 10 shares held [4] - The total cash dividend amounts to approximately 12.077 billion yuan [4] Group 4 - Xie Chuang Data plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance international strategy and overseas business layout [6] - The specific details and plans are yet to be determined and require further approvals [6] Group 5 - Jin Chengxin's convertible bond issuance has been approved, with a financing amount of 2 billion yuan [10] - Huafeng Technology plans to raise no more than 1 billion yuan through a private placement for various projects [11] Group 6 - Huilv Ecology is planning to acquire 49% equity of Wuhan Junheng, which is expected to constitute a major asset restructuring [13] - Yunnan Copper intends to purchase 40% equity of Liangshan Mining for 2.324 billion yuan, making it a subsidiary [14] Group 7 - Anning Co. plans to participate in the restructuring of Jingzhi Mining and acquire 100% equity for 6.508 billion yuan [15] - The restructuring is expected to enhance the company's resource reserves and market share [15] Group 8 - Changchun Bank reported a net profit increase of 13.55% for the first half of 2025, reaching 1.969 billion yuan [34] - The bank's total assets grew by 9.46% to 401.251 billion yuan [34] Group 9 - Wohua Pharmaceutical reported a net profit increase of 303.16% for the first half of 2025, amounting to 44.676 million yuan [25] - The company plans to distribute a cash dividend of 1.2 yuan per 10 shares [25] Group 10 - Xiamen Tungsten's net profit increased by 27.76% in the first half of 2025, reaching 307 million yuan [30] - The company reported a 56.64% increase in lithium cobalt oxide sales [30]

Core Viewpoint - Galaxy Electronics' subsidiary, Hefei Tongzhi Electromechanical Control Technology Co., Ltd., is facing criminal charges for alleged bribery, which adds to the company's existing financial troubles and regulatory issues [1][4]. Group 1: Company Issues - The subsidiary, Tongzhi Electromechanical, has been banned from participating in military equipment procurement for 36 months due to previous violations [1]. - Galaxy Electronics reported a net loss of approximately 685 million yuan for 2024, a decrease of 466.46% year-on-year, primarily due to the impact of contract price audits on its subsidiary [4]. - The company has received a qualified audit opinion from its auditor, indicating ongoing investigations into its financial practices [4]. Group 2: Financial Impact - As of the end of last year, Tongzhi Electromechanical has submitted contract price refunds totaling 367 million yuan, with 220 million yuan in bank structured deposits being restricted [4]. - Galaxy Electronics expects a net loss of between 26 million and 32 million yuan for the first half of 2025, attributing this to reduced new orders and delayed revenue recognition [5]. - The company has adjusted its 2024 revenue by approximately 518 million yuan due to the aforementioned issues, including tax adjustments and impairment provisions [5].

公司全资子公司合肥同智机电控制技术有限公司（以下简称"同智机电"） 于近日收到某法院送达的某检察院提起的《起诉书》，对同智机电原法定代表人 张红及同智机电涉嫌单位行贿提起刑事诉讼。公司将密切关注后续进展，及时履 行信息披露义务。 本案尚未开庭审理，暂时无法准确估计本次诉讼对公司本期利润或后期利润 的影响，最终实际影响需以法院判决为准。截至本公告日，公司及控股子公司无 应披露而未披露的其他重大诉讼、仲裁事项。 公司郑重提醒广大投资者:公司目前指定的信息披露媒体为《证券时报》、《上 海 证 券 报 》、《 中 国 证 券 报 》、《 证 券 日 报 》、 和 巨 潮 资 讯 (http://www.cninfo.com.cn)，公司所有信息均以在上述指定媒体刊登的信息为 准，请广大投资者理性投资，注意风险。 特此公告。 江苏银河电子股份有限公司董事会 2025 年 7 月 21 日 证券代码：002519 证券简称：银河电子 公告编号：2025-024 江苏银河电子股份有限公司 关于子公司重大事项的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 ...

Investment Rating - The report maintains a positive outlook on the defense and military industry, suggesting an increase in focus on military investments [4][5]. Core Insights - The military trade supply and demand are strongly resonating, creating a new industry landscape, with expectations for continuous progress [5]. - The military industry is entering an upward cycle, driven by domestic demand from military construction, particularly in the transition to "mechanization + informationization" and the upcoming "intelligent + unmanned" equipment [5]. - The global geopolitical changes are expanding military trade demand, with China's military products gaining recognition, leading to a strong resonance between supply and demand in military trade [5]. - The growth cycle in the military sector is expected to enhance industry valuations, with a recognition of "technological equity" in military advancements [5]. - Recommendations include increasing attention to military investments, focusing on next-generation equipment and precision-guided weapons, which are expected to see initial growth by 2025 [5]. Market Review - Last week, the Shenwan Defense and Military Index rose by 2.26%, while the CSI Military Leaders Index increased by 3.68%, outperforming the Shanghai Composite Index, which rose by 0.69% [6][4]. - The top five performing stocks in the defense and military sector were Beihua Co. (23.37%), Yingliu Co. (20.37%), Feilihua (15.98%), AVIC Shenyang Aircraft (12.78%), and Aerospace Power (11.37%) [6][13]. - The bottom five performing stocks included Changchun Yidong (-9.36%), Rongfa Nuclear Power (-6.6%), Rainbow Co. (-6.14%), Guorui Technology (-5.02%), and Galaxy Electronics (-4.66%) [6][13]. Valuation Changes - The current PE-TTM for the Shenwan Military Sector is 83.84, placing it in the upper range historically, with a valuation percentile of 71.57% since January 2014 [14]. - Valuations are slightly differentiated among sub-sectors, with aerospace and aviation equipment at a relatively high valuation since 2020 [14][19]. Key Valuation Targets - The report lists key valuation targets in the military sector, including companies like AVIC Shenyang Aircraft, AVIC Chengfei, and others, with projected net profits and PE ratios for the coming years [21].

Company Performance - As of July 18, 2025, Galaxy Electronics (002519) closed at 5.12 CNY, down 0.39% with a turnover rate of 2.17% and a trading volume of 242,900 hands, amounting to 124 million CNY [1] - The latest quarterly report shows total revenue of 87.80 million CNY, a year-on-year decrease of 69.10%, and a net profit attributable to shareholders of 16.29 million CNY, down 117.33% year-on-year [1] - The company's non-recurring net profit was 20.62 million CNY, reflecting a year-on-year decrease of 173.83% [1] - Financial ratios include a current ratio of 3.603, a quick ratio of 2.580, and a debt-to-asset ratio of 31.17% [1] Capital Flow - On the trading day, the net outflow of main funds was 11.32 million CNY, accounting for 9.12% of the trading volume [1] - The outflow from large orders was 6.36 million CNY, representing 5.12% of the trading volume, while the outflow from extra-large orders was 4.96 million CNY, or 3.99% of the trading volume [1] - Small orders saw a net inflow of 11.10 million CNY, which is 8.94% of the trading volume [1] Company Background - Galaxy Electronics, established in 2000 and located in Suzhou, primarily engages in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 1.126 billion CNY and a paid-in capital of 44 million CNY [1] - The legal representative of the company is Wu Jianming [1] Investment and Intellectual Property - Galaxy Electronics has invested in 24 companies and participated in 246 bidding projects [2] - The company holds 18 trademark registrations and 334 patents, along with 31 administrative licenses [2]

023 | 份 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 情况 | | 情况 | | | | | 本次解除质 | 本次解除质 | | | 已质 | | 未质 | | | | | 押及再质押 | 押及再质押 | | 占其所 | 占公司 | | | | | 股东 | 持股数量 持股比 | | | | | | 押股 | 占已 | | | 押股 | 占未 | | | | | | | | | | | | 前质押股份 | 后质押股份 | | 持股份 | 总股本 | | | | | 名称 | （股） 例 | | | | | | 份限 | 质押 | 份 | | 限 | 质押 | | | | | | | | | | | | 数量 | 数量 | 比例 | 比例 | | | | | | | | | | | | 售和 | 股份 | 售和 | 股 | | 份 | | | | | | | | | | | | | （股） | （股） | | | | | | | | | | | | | | 冻 ...

证券代码：002519 证券简称：银河电子 公告编号：2025-023 江苏银河电子股份有限公司（以下简称"公司"）于近日接到本公司控股股 东银河电子集团投资有限公司（以下简称"银河电子集团"）的通知，获悉其所 持有本公司的部分股份解除质押及再质押，具体事项如下： 一、股东股份解除质押及再质押基本情况 2、本次股份质押基本情况 | 股东 | 是否为控 股股东或 | 本次质押数 | 占其所 | 占公 司总 | 是否为 | 是否为 | 质押起始 | 质押到期 | | 质押用 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 第一大股 | 量（股） | 持股份 | 股本 | 限售股 | 补充质 | 日 | 日 | 质权人 | 途 | | | 东及其一 致行动人 | | 比例 | 比例 | | 押 | | | | | | | | | | | | | | | 江苏张 | | | 银河 | 为公司控 | | | | | | 2025年7月 | 2028 年 7 | 家港农 村商业 | 自身流 | | 电子 | 股股东 ...

江苏银河电子股份有限公司 2025 年半年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日 2、业绩预告情况 预计净利润为负值。 | 项 目 | 本报告期 | | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：2,600 万元–3,200 | | | 万元 | 盈利：13,588.34 | 万元 | | | 比上年同期下降：119.13% | | - | 123.55% | | | | 扣除非经常性损 益后的净利润 | 亏损：3,200 | 万元 | –4,000 | 万元 | 盈利：5,555.89 | 万元 | | | 比上年同期下降：157.6% | | - | 172% | | | | 基本每股收益 | 亏损：0.03 | 元/股 | –0.04 | 元/股 | 盈利：0.1206 | 元/股 | 证券代码：002519 证券简称 ...

江苏银河电子股份有限公司投资者关系活动记录表 2025 年，公司将继续以武器装备智能化、无人化发展为 契机，聚焦技术保障类装备、智能供配电系统、综合电子信息 系统和综合环境控制系统、通用技术保障类机电业务和无人特 种装备，围绕军用技术保障装备，智能化、无人化、信息化机 电设备的技术提升、100%国产化率的实现持续投入，做精、做 强核心专业，提升技术优势；同时，继续提升精细化管理水平， 探索科学化管理道路，将质量作为企业发展的生命线，从根本 上提高军工产品质量和军品承制质量保证能力。 5、目前同智机电特定领域审核调查进展如何？ 证券代码：002519 证券简称：银河电子 编号：2025-002 | 投资者关系活动 | 特定对象调研□分析师会议  | | --- | --- | | 类别 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称 | 浙商证券 国诚投资 | | 时间 | 2025 年 6 月 10 日-11 日 | | 地点 | 公司行政研发大楼底楼会议室 | | 上市公司接待人 员姓名 | 董事会秘书徐鸽先生、证券事务代表 ...