Group 1 - The military equipment sector has experienced significant upward movement, with companies like Jialiqi (301586) rising over 10% and Chenxi Aviation (300581) increasing by more than 4% [1] - Other companies in the sector, including AVIC Chengfei (302132), Lijun Shares (002651), and Zhongwu Drone, have also seen notable gains [1] - There is a noticeable influx of dark pool funds into these stocks, indicating increased investor interest [1]

成都利君实业股份有限公司 2024年度分红派息实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 证券代码：002651 证券简称：利君股份 公告编号：2025-019 一、股东大会审议通过利润分配方案情况 1、成都利君实业股份有限公司（以下简称"公司"）2024年度利润分配方案已经 2025年5月23日召开的2024年年度股东大会审议通过，同意以2024年12月31日总股本 1,033,460,000股为基数，向全体股东每10股派发现金股利0.60元（含税），共计分配 现金股利62,007,600.00元（含税），剩余未分配利润297,498,801.96元结转至下一年 度。相关详细情况参见2025年5月24日在《中国证券报》《上海证券报》《证券时报》和 巨潮资讯网本公司公告。 2、公司股本总额自上述利润分配方案披露至实施期间未发生变化。若公司股本总 额在本次利润分配方案实施前发生变化，将按照现金分红总额不变按最新股本总额相 应调整分配。 3、本次实施的利润分配方案与2024年年度股东大会审议的方案一致。 4、本次实施的利润分配方案距离股东大会审议通过 ...

Core Viewpoint - The A-share military industry sector is experiencing a rebound, with significant stock price increases observed in several companies, indicating renewed investor interest and confidence in the sector [1] Company Performance - Changcheng Military Industry has seen its stock hit the daily limit up, achieving a remarkable performance of 8 out of 10 trading days with price increases [1] - Other companies such as China Shipbuilding Emergency, Lijun Shares, Sichuan Chuang Electronics, and Jihua Group also experienced stock price surges, with some stocks reaching their daily limit [1] - Zhongke Haixun's stock price increased by over 10%, reflecting positive market sentiment towards military-related stocks [1]

Group 1 - The military industry sector experienced a significant rally in the afternoon, with Changcheng Military Industry (601606) hitting the daily limit and reaching a new high [1] - Other companies such as China Shipbuilding Emergency (300527) and Lijun Co., Ltd. (002651) previously reached their limit up, indicating strong market interest [1] - Zhongke Haixun (300810) saw an increase of over 10%, while other companies like Zhongbing Hongjian (000519), Inner Mongolia First Machinery (600967), and China Marine Defense (600764) also showed notable gains [1] Group 2 - There is a noticeable influx of dark pool funds into these stocks, suggesting increased investor confidence and potential for further growth in the military sector [1]

Core Viewpoint - The Chengfei concept stock has shown a significant increase, ranking fourth in the concept sector with a rise of 3.82% as of the market close on June 30, 2023 [1][2]. Group 1: Market Performance - Within the Chengfei concept sector, 40 stocks experienced an increase, with Chengfei Integration, Lijun Shares, and *ST Lihang hitting the daily limit up [1]. - Notable gainers include Qifeng Precision (up 17.25%), Huawu Shares (up 9.40%), and AVIC Chengfei (up 6.98%) [1]. - The sector's performance is contrasted by declines in ST Tiexin and Quanxin Shares, which fell by 1.13% and 0.25%, respectively [1]. Group 2: Capital Flow - The Chengfei concept sector attracted a net inflow of 1.019 billion yuan, with 23 stocks receiving net inflows, and 9 stocks exceeding 10 million yuan in net inflow [2]. - Chengfei Integration led the net inflow with 725.36 million yuan, followed by Lijun Shares (311.99 million yuan) and Haoneng Shares (45.32 million yuan) [2]. - The net inflow ratios for Lijun Shares, Chengfei Integration, and *ST Lihang were 57.78%, 31.83%, and 16.69%, respectively [3]. Group 3: Stock Performance Metrics - Chengfei Integration recorded a daily increase of 10.00% with a turnover rate of 16.57% and a net capital flow of 725.36 million yuan [3]. - Lijun Shares also saw a significant rise of 9.97% with a turnover rate of 8.08% and a net capital flow of 311.99 million yuan [3]. - Other notable performers include Huawu Shares (up 9.40%, turnover rate 24.90%) and Chuanhuan Technology (up 3.32%, turnover rate 11.24%) [4].

Core Insights - The military-civilian integration concept has seen a rise of 3.60%, ranking sixth among concept sectors, with 210 stocks increasing in value [1] - Major gainers in this sector include companies like Boya Precision Engineering and Morningstar Aviation, both reaching a 20% limit up, while other notable stocks include Jihua Group and Beifang Navigation [1][2] - The military-civilian integration sector attracted a net inflow of 3.395 billion yuan, with 124 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflows [2][3] Stock Performance - Morningstar Aviation led the net inflow with 504 million yuan, followed by Zhongbing Hongjian and Lijun Co., which received 498 million yuan and 312 million yuan respectively [2][3] - The top stocks by net inflow ratio include Lijun Co. at 57.78%, Morningstar Aviation at 34.57%, and Nengke Technology at 31.06% [3] Market Trends - The military-civilian integration sector is part of a broader market trend where various concept sectors are experiencing fluctuations, with the arms restructuring concept leading with an 8.89% increase [2] - Other sectors such as brain-machine interfaces and lithography machines also showed positive performance, indicating a diverse interest in technology and defense-related stocks [2]

特此公告。 成都利君实业股份有限公司董事会 2025 年 7 月 1 日 成都利君实业股份有限公司 关于变更公司审计部负责人的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 成都利君实业股份有限公司（以下简称"公司"）审计部负责人黄成明先生因退休 不再担任公司审计部负责人职务，公司董事会对黄成明先生在任职期间为公司做出的贡 献表示衷心感谢。 根据《深圳证券交易所上市公司自律监管指引第 1 号-主板上市公司规范运作》及 公司《章程》等相关规定，经董事会审计委员会提名，公司于 2025 年 6 月 30 日召开第 六届董事会第五次会议审议通过了《关于聘任公司审计部负责人的议案》，同意聘任彭 佳女士担任公司审计部负责人，任期自本次董事会审议通过之日起至第六届董事会任期 届满之日止。 证券代码：002651 证券简称：利君股份 公告编号：2025-18 ...

一、董事会会议召开情况 1、成都利君实业股份有限公司第六届董事会第五次会议（以下简称"本次董事会 会议"）通知于 2025 年 6 月 25 日以通讯方式发出。 2、本次董事会会议于 2025 年 6 月 30 日上午 10:00 以通讯会议方式召开。 3、本次董事会会议以通讯表决方式出席会议的董事 9 名，实际以通讯表决方式出 席会议的董事 9 名。 4、本次董事会会议的召集、召开符合法律法规和公司章程的规定。 二、董事会会议审议情况 证券代码：002651 证券简称：利君股份 公告编号：2025-17 成都利君实业股份有限公司 第六届董事会第五次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 同意公司向中国农业银行股份有限公司上杭县支行申请办理融资融信业务，业务品 种包括以紫金矿业集团股份有限公司为核心企业的保理 e 融、承兑人为紫金矿业集团财 务有限公司的商业汇票贴现等，额度不超过人民币（或等值外币）伍仟万元，业务期限 为审议本议案的董事会通过之日起三年有效。 董事会授权公司总经理代表公司全权办理该项授用信事宜，并签署相关业务办理合 同和有 ...

Market Overview - The Shanghai Composite Index closed at 3444.43 points, above the five-day moving average, with a gain of 0.59% [1] - The total trading volume of A-shares reached 1,517.37 billion yuan [1] Stocks Performance - A total of 664 A-shares have surpassed the five-day moving average, indicating positive momentum [1] - Notable stocks with significant deviation rates include: - Morningstar Airlines (15.14%) - Xiangyu Medical (14.86%) - Qifeng Precision (13.27%) [1][2] - Stocks with smaller deviation rates that just crossed the five-day moving average include: - China Duty Free Group - Shanghai Yizhong - Shanjin International [1] Top Stocks by Deviation Rate - The following stocks had the highest deviation rates from the five-day moving average: - Morningstar Airlines: 19.99% increase, 15.14% deviation [2] - Xiangyu Medical: 20.01% increase, 14.86% deviation [2] - Qifeng Precision: 17.25% increase, 13.27% deviation [2] - Other notable stocks include: - Lianjian Optoelectronics: 19.92% increase, 10.74% deviation [2] - Songsheng Co.: 13.73% increase, 10.55% deviation [2]

Group 1 - The military-civilian integration sector has seen a significant rise, with the sector increasing by over 3% as of June 30, and several stocks, including Lijun Co., Guorui Technology, and Zhongguang Optical, reaching their daily limit [1] - Military-civilian integration refers to the combination of military and civilian industries, leveraging advanced technologies developed in military contexts for civilian applications, such as aerospace technology in communications and navigation, and nuclear technology in power generation and healthcare [1] - The economic impact of military enterprises includes substantial investments in research and development, which, when converted to dual-use technologies, can expand market space, increase product sales, and enhance economic benefits [1] Group 2 - Pacific Securities expresses a positive outlook on the military-civilian integration sector, highlighting strong dual-use potential in areas such as marine, space, cyberspace, biology, and new energy, which may benefit from policy incentives [2] - Zhongyou Securities indicates that the military industry is expected to reach a turning point, with new products and military technology conversion creating new market opportunities [2] - A list of military-civilian integration concept stocks has been compiled for investor reference, although it does not constitute investment advice [2] Group 3 - Zhongbing Hongjian has transitioned from a purely civilian company to a military-civilian integration platform following its restructuring [3] - Great Wall Military Industry operates as a holding company with both military and civilian business segments, primarily focusing on military products [3] - Boya Precision Engineering applies core technologies developed for military equipment to the civilian sector, enhancing product standards [3] - Beihua Co. acquired Xinhua Chemical, a unique military-civilian integration enterprise specializing in nuclear and chemical defense materials [3] - Sichuan Electronics produces radar products for both military and civilian applications, maintaining strong relationships with various governmental departments [3] - Inner Mongolia First Machinery Group develops military-civilian integration products such as multifunctional firefighting vehicles and rescue vehicles [3] - Aerospace Nanhu focuses on key technology development for both military and civilian low-altitude markets, contributing to low-altitude economic initiatives [3] - Xinyu Guoke has been engaged in the research, production, and sales of pyrotechnics and related products, while also developing dual-use technology industries [4]