提供担保的公告 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。 证券代码：300065 证券简称：海兰信 公告编号：2025-058 北京海兰信数据科技股份有限公司 关于为江苏海兰船舶电气系统科技有限公司申请银行授信 重要内容提示: 一、担保情况概述 北京海兰信数据科技股份有限公司（以下简称"海兰信"或"公司"）于 2025 年 10 月 13 日上午召开第六届董事会第十六次会议，审议通过了《关于公 司全资子公司江苏海兰船舶电气系统科技有限公司向江苏银行南通分行申请综 合授信的议案》，同意全资子公司江苏海兰船舶电气系统科技有限公司（以下简 称"江苏海兰"）向江苏银行股份有限公司南通分行申请综合授信人民币 2000 万元，期限 1 年。同意由公司为该笔授信提供保证担保，并授权公司管理层签署 此次银行综合授信业务的相关文件，具体融资金额将由江苏海兰视自身经营实际 需求确定。 根据《深圳证券交易所创业板股票上市规则》和《公司章程》的规定，本次 担保无需提交股东大会审议。 江苏海兰为公司全资子公司，上述担保不存在需要其他股东按持股比例提供 相应担保的情况。 被担保人： ...

Company Overview - Hailanxin Data Technology Co., Ltd. is located in Haidian District, Beijing, and was established on February 14, 2001. The company was listed on March 26, 2010. Its main business involves the research, development, production, sales, and service of marine observation detection instruments and intelligent ship systems [1][2]. Financial Performance - For the first half of 2025, Hailanxin achieved operating revenue of 487 million yuan, representing a year-on-year increase of 208.66%. The net profit attributable to shareholders was 34.14 million yuan, up 172.44% year-on-year [2]. - Since its A-share listing, Hailanxin has distributed a total of 93.85 million yuan in dividends, with no dividends paid in the last three years [3]. Stock Market Activity - As of October 13, Hailanxin's stock price decreased by 3.68%, trading at 18.83 yuan per share, with a total market capitalization of 13.567 billion yuan. The stock has increased by 129.63% year-to-date [1]. - The stock has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on March 24, where it recorded a net buy of -119 million yuan [1]. Shareholder Information - As of June 30, 2025, Hailanxin had 114,000 shareholders, an increase of 8.81% from the previous period. The average number of circulating shares per person was 5,754, a decrease of 8.10% [2]. - Among the top ten circulating shareholders, Huaxia Growth ETF is the fifth largest, holding 2.4999 million shares as a new shareholder, while Hong Kong Central Clearing Limited has exited the top ten [3]. Industry Classification - Hailanxin belongs to the defense and military industry, specifically in the maritime equipment sector. It is associated with concepts such as military-civilian integration, aircraft carrier industry, data elements, Beidou navigation, and aerospace military industry [2].

Core Viewpoint - The maritime equipment sector experienced a slight decline of 0.13% on October 10, with Hailanxin leading the drop. The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1]. Market Performance - The following companies in the maritime equipment sector showed varied performance: - China Haifang (600764) closed at 31.88, up 2.25% with a trading volume of 123,500 shares and a transaction value of 395 million yuan - Guorui Technology (300600) closed at 16.03, up 2.10% with a trading volume of 178,500 shares and a transaction value of 286 million yuan - Jianglong Shipbuilding (300589) closed at 12.94, up 1.89% with a trading volume of 123,300 shares and a transaction value of 159 million yuan - Tianhai Defense (300008) closed at 6.39, up 0.31% with a trading volume of 590,900 shares and a transaction value of 377 million yuan - China Shipbuilding (600150) closed at 34.95, down 0.26% with a trading volume of 862,200 shares and a transaction value of 3.021 billion yuan - Hailanxin (300065) closed at 19.55, down 1.91% with a trading volume of 378,100 shares and a transaction value of 745 million yuan [1]. Capital Flow - The maritime equipment sector saw a net inflow of 35.91 million yuan from main funds, while retail funds experienced a net outflow of 31.51 million yuan. The following details highlight the capital flow for specific companies: - China Haifang (600764) had a net inflow of 64.23 million yuan from main funds, while retail funds saw a net outflow of 34.08 million yuan - China Shipbuilding (600150) experienced a net outflow of 11.05 million yuan from main funds, but retail funds had a net inflow of 11.17 million yuan - Hailanxin (300065) faced a net outflow of 66.41 million yuan from main funds, while retail funds had a net inflow of 57.42 million yuan [2].

Core Insights - The maritime equipment sector experienced a 1.13% increase on October 9, with Hailanxin leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Sector Performance - Hailanxin (300065) closed at 19.93, with a rise of 6.01% and a trading volume of 659,600 shares, amounting to 1.296 billion yuan [1] - Jianglong Shipbuilding (300589) closed at 12.70, up 2.09%, with a trading volume of 95,400 shares, totaling 121 million yuan [1] - Tianhai Defense (300008) closed at 6.37, increasing by 1.43%, with a trading volume of 559,500 shares, amounting to 355 million yuan [1] - China Shipbuilding (600150) closed at 35.04, up 1.27%, with a trading volume of 1,031,200 shares, totaling 3.585 billion yuan [1] - Other notable stocks include Yuanrui Technology (300600) at 15.70 (+0.51%), Wuyi Jun (300810) at 46.50 (-0.17%), and China Marine Defense (600764) at 31.18 (-0.42%) [1] Capital Flow - The maritime equipment sector saw a net outflow of 126 million yuan from institutional investors, while retail investors contributed a net inflow of 147 million yuan [1] - Hailanxin had a net inflow of 82.7194 million yuan from institutional investors, despite a net outflow from retail and speculative investors [2] - Jianglong Shipbuilding experienced a net inflow of 13.4569 million yuan from institutional investors, while retail investors had a net outflow of 13.8493 million yuan [2]

Group 1 - The core viewpoint of the news is that Hailanxin's stock has shown significant volatility, with a year-to-date increase of 132.44% but a recent decline in the last five and twenty trading days [2] - As of September 29, Hailanxin's stock price was 19.06 CNY per share, with a market capitalization of 13.733 billion CNY and a trading volume of 484 million CNY [1] - The company has experienced a net outflow of 21.81 million CNY in principal funds, with large orders showing a buy-sell ratio of 1.12 billion CNY to 1.23 billion CNY [1] Group 2 - Hailanxin's main business involves the development, production, and sales of marine observation detection instruments and intelligent ship systems, with revenue composition being 67.32% from marine observation equipment and systems, and 32.29% from intelligent ships and navigation systems [2] - The company has been listed on the stock market since March 26, 2010, and has made a total of 93.85 million CNY in cash distributions since its A-share listing, with no distributions in the last three years [3] - As of June 30, 2025, Hailanxin reported a revenue of 487 million CNY, representing a year-on-year growth of 208.66%, and a net profit of 34.14 million CNY, with a growth of 172.44% [2]

Core Insights - The maritime equipment sector experienced a slight increase of 0.09% on September 26, with Yaxing Anchor Chain leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Sector Performance - Yaxing Anchor Chain (601890) closed at 9.87, up 2.71% with a trading volume of 494,000 shares and a transaction value of 48.9 million yuan [1] - China Shipbuilding Industry (600150) closed at 34.90, with a minimal increase of 0.03%, trading 598,100 shares worth 2.099 billion yuan [1] - The overall trading volume and transaction values for other companies in the sector varied, with notable declines in some stocks like Hailanxin (300065), which fell by 5.32% [1] Capital Flow Analysis - The maritime equipment sector saw a net outflow of 98.57 million yuan from institutional investors, while retail investors contributed a net inflow of 68.00 million yuan [1] - Yaxing Anchor Chain attracted a net inflow of 58.54 million yuan from institutional investors, representing 11.98% of its trading volume [2] - Conversely, China Shipbuilding experienced a significant net outflow of 62.35 million yuan from institutional investors, indicating a negative sentiment towards the stock [2]

Group 1 - Aerospace ETF Tianhong (159241) closed at a gain of 0.35% as of September 22, 2025, marking two consecutive days of increase with a turnover rate of 27.34% and a transaction volume of 120 million yuan, indicating active market trading [2] - The latest scale of Aerospace ETF Tianhong reached 491 million yuan with a total of 429 million shares, achieving a new high in nearly one month [2] - The net inflow of funds into Aerospace ETF Tianhong was 47.7466 million yuan, with a total of 51.0593 million yuan accumulated over the last five trading days [2] Group 2 - Aerospace ETF Tianhong (159241) serves as an efficient tool to capture core military aerospace opportunities, tracking the National Securities Aerospace Index, with a military attribute of 97.86%, making it the highest military content index in the market [3] - The weight of aerospace equipment in the ETF is as high as 66.8%, significantly exceeding that of the CSI Military and CSI National Defense indices [3] Group 3 - The recent successful launch and recovery training of the Navy's third type of carrier-based aircraft on the Fujian ship marks a significant breakthrough in China's aircraft carrier development, contributing to the transformation of the Navy [4] - The Navy's carrier-based aviation has accelerated its development, achieving a significant leap from single aircraft to a system, from land-based to carrier-based operations, and from conventional takeoff to electromagnetic catapult [4] Group 4 - Zhonghang Securities assesses that the military industry sector is currently in a state with ample upward potential and a solid bottom, with short-term volatility risks in rapidly rising sub-sectors and individual stocks, but a relatively low likelihood of structural deep adjustments [5] - The military industry is expected to perform better in the second half of the year compared to the first half, with emerging themes such as low-altitude economy, commercial aerospace, deep-sea technology, large aircraft, and military intelligence likely to remain active [5]

Core Viewpoint - The maritime equipment sector experienced a 1.67% increase on September 22, with Hailanxin leading the gains, while the Shanghai Composite Index rose by 0.22% and the Shenzhen Component Index increased by 0.67% [1] Group 1: Market Performance - The closing price of Hailanxin was 19.48, reflecting a 7.51% increase with a trading volume of 778,700 shares and a transaction value of 1.479 billion yuan [1] - Other notable performers included Zhongmoxing, which closed at 48.37 with a 3.24% increase, and China Shipbuilding, which closed at 35.77 with a 1.59% increase [1] - The overall net inflow of main funds in the maritime equipment sector was 212 million yuan, while retail investors saw a net outflow of 16.3169 million yuan [1] Group 2: Fund Flow Analysis - Hailanxin had a net inflow of main funds amounting to 1.89 billion yuan, but retail investors experienced a net outflow of 126 million yuan [2] - China Shipbuilding also saw a net inflow of 1.37 billion yuan from main funds, while retail investors had a net outflow of 11.586 million yuan [2] - The majority of stocks in the sector experienced net outflows from retail investors, indicating a trend of selling among this group [2]

Group 1 - Hailanxin's stock price increased by 5.24% to 19.07 CNY per share, with a trading volume of 553 million CNY and a turnover rate of 4.52%, resulting in a total market capitalization of 13.74 billion CNY [1] - Hailanxin, established on February 14, 2001, and listed on March 26, 2010, specializes in the research, production, sales, and service of marine observation detection instruments and intelligent ship systems [1] - The company's main business revenue composition includes marine observation equipment and systems at 67.32%, intelligent ships and intelligent navigation systems at 32.29%, and other revenues at 0.39% [1] Group 2 - Huaxia Fund's Huaxia Chuangzhang ETF (159967) entered the top ten circulating shareholders of Hailanxin in the second quarter, holding 2.4999 million shares, which is 0.38% of the circulating shares, with an estimated floating profit of approximately 2.3749 million CNY [2] - The Huaxia Chuangzhang ETF was established on June 21, 2019, with a latest scale of 4.21 billion CNY, achieving a year-to-date return of 33.41% and a one-year return of 70.43% [2] Group 3 - The fund managers of Huaxia Chuangzhang ETF are Rong Ying and Lu Yaun, with Rong Ying having a tenure of 9 years and 324 days and a best fund return of 129.49% during his tenure [3] - Lu Yaun has a tenure of 3 years and 106 days, with a best fund return of 83.43% during his tenure [3]

Core Viewpoint - The aerospace ETF Tianhong (159241) has shown significant growth in both scale and share, indicating strong investor interest in the aerospace and defense sector [3][5]. Product Highlights - The aerospace ETF Tianhong (159241) tracks the Guozheng Aerospace Index, with a military attribute of 97.86%, making it the highest military content index in the market. The aerospace equipment weight is 66.8%, surpassing other military indices [3]. Hot Events - The 2025 Air Force Aviation Open Day commenced in Changchun, showcasing the modernization achievements of the Chinese Air Force through aerial performances and ground exercises [3]. - Concurrently, the 2025 Changchun Aviation Exhibition featured over a hundred types of equipment, focusing on emerging fields like drones and low-altitude economy, serving as a platform for technology display and industry collaboration [4]. Institutional Views - According to AVIC Securities, the military industry is expected to enter a relatively stable phase due to recent events and the completion of mid-year performance disclosures. The market shows low systemic risk, with structural rotation within the military sector [5]. - The military sector has demonstrated resilience and vitality, avoiding volatility risks associated with overheating in single areas. Improved performance in certain fields and the anticipation of new orders are expected to strengthen the market outlook [5].