金融界消息 截至2025年8月14日收盘，同有科技（300302）报收于15.51元，下跌2.58%，换手率4.9%， 成交量18.09万手，成交金额2.85亿元。 来源：金融界 资金流向方面，今日主力资金净流出4336.55万元，占比成交额15.24%。其中，超大单净流出1046.71万 元、占成交额3.68%，大单净流出3289.84万元、占成交额11.56%，中单净流出流入273.56万元、占成交 额0.96%，小单净流入4062.99万元、占成交额14.28%。 同有科技最新一期业绩显示，截至2025一季报，公司营业总收入4751.95万元、同比减少49.30%，归属 净利润2631.89万元，同比减少1008.38%，扣非净利润2653.40万元，同比减少1180.49%，流动比率 1.739、速动比率1.412、资产负债率37.09%。 天眼查商业履历信息显示，北京同有飞骥科技股份有限公司，成立于1998年，位于北京市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本47926.3798万人民币，实缴资本47926.3798万人民 币。公司法定代表人为周泽湘。 通过天眼查大数据分析，北京 ...

天眼查商业履历信息显示，北京同有飞骥科技股份有限公司，成立于1998年，位于北京市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本47926.3798万人民币，实缴资本47926.3798万人民 币。公司法定代表人为周泽湘。 通过天眼查大数据分析，北京同有飞骥科技股份有限公司共对外投资了7家企业，参与招投标项目224 次，知识产权方面有商标信息20条，专利信息226条，此外企业还拥有行政许可4个。 来源：金融界 金融界消息 截至2025年8月13日收盘，同有科技（300302）报收于15.92元，下跌1.24%，换手率 5.68%，成交量20.97万手，成交金额3.34亿元。 资金流向方面，今日主力资金净流出3065.99万元，占比成交额9.19%。其中，超大单净流出1569.32万 元、占成交额4.7%，大单净流出1496.68万元、占成交额4.49%，中单净流出流出823.75万元、占成交额 2.47%，小单净流入3889.74万元、占成交额11.66%。 同有科技最新一期业绩显示，截至2025一季报，公司营业总收入4751.95万元、同比减少49.30%，归属 净利润2631.89万元，同比 ...

Group 1 - The Shanghai Composite Index closed at 3567.02 points, above the annual line, with a change of 0.20% [1] - The total trading volume of A-shares reached 932.32 billion yuan [1] - A total of 19 A-shares have surpassed the annual line today, with notable stocks including CITIC Hanzhi, Shanghai Jianke, and ST Lifang, showing significant deviation rates of 4.72%, 2.04%, and 1.68% respectively [1] Group 2 - The stocks with the highest deviation rates from the annual line include: - CITIC Hanzhi (6.26% increase, 7.31% turnover rate, latest price 23.41 yuan, deviation rate 4.72%) - Shanghai Jianke (2.61% increase, 3.48% turnover rate, latest price 18.06 yuan, deviation rate 2.04%) - ST Lifang (3.86% increase, 5.71% turnover rate, latest price 5.92 yuan, deviation rate 1.68%) [1] - Other stocks with smaller deviation rates that have just crossed the annual line include: - Guangdong Hai Feed, Longtou Shares, and Aibulu [1]

金融界消息 截至2025年7月30日收盘，同有科技（300302）报收于15.07元，下跌2.02%，换手率 3.18%，成交量11.74万手，成交金额1.79亿元。 来源：金融界 天眼查商业履历信息显示，北京同有飞骥科技股份有限公司，成立于1998年，位于北京市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本47926.3798万人民币，实缴资本47926.3798万人民 币。公司法定代表人为周泽湘。 通过天眼查大数据分析，北京同有飞骥科技股份有限公司共对外投资了7家企业，参与招投标项目224 次，知识产权方面有商标信息20条，专利信息225条，此外企业还拥有行政许可4个。 资金流向方面，今日主力资金净流出2433.05万元，占比成交额13.62%。其中，超大单净流出1353.32万 元、占成交额7.58%，大单净流出1079.73万元、占成交额6.05%，中单净流出流入659.46万元、占成交 额3.69%，小单净流入1773.59万元、占成交额9.93%。 同有科技最新一期业绩显示，截至2025一季报，公司营业总收入4751.95万元、同比减少49.30%，归属 净利润2631.89万元，同 ...

金融界消息 截至2025年7月29日收盘，同有科技（300302）报收于15.38元，上涨1.45%，换手率 3.69%，成交量13.60万手，成交金额2.08亿元。 通过天眼查大数据分析，北京同有飞骥科技股份有限公司共对外投资了7家企业，参与招投标项目224 次，知识产权方面有商标信息20条，专利信息225条，此外企业还拥有行政许可4个。 来源：金融界 同有科技最新一期业绩显示，截至2025一季报，公司营业总收入4751.95万元、同比减少49.30%，归属 净利润2631.89万元，同比减少1008.38%，扣非净利润2653.40万元，同比减少1180.49%，流动比率 1.739、速动比率1.412、资产负债率37.09%。 天眼查商业履历信息显示，北京同有飞骥科技股份有限公司，成立于1998年，位于北京市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本47926.3798万人民币，实缴资本47926.3798万人民 币。公司法定代表人为周泽湘。 资金流向方面，今日主力资金净流入1086.93万元，占比成交额5.23%。其中，超大单净流入522.65万 元、占成交额2.52%，大单净流入5 ...

关于公司董事、高管减持计划实施完成的公告 证券代码：300302 证券简称：同有科技 公告编号：2025-027 北京同有飞骥科技股份有限公司 二、其他相关说明 董事、副总经理杨建利女士保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 北京同有飞骥科技股份有限公司（以下简称"公司"）于 2025 年 5 月 13 日 在巨潮资讯网（www.cninfo.com.cn）披露了《关于持股 5%以上股东及董事、高 管减持股份预披露公告》（公告编号：2025-019），持有公司股份 10,063,722 股 （占预披露公告日公司总股本比例 2.10%）的股东杨建利女士计划自减持计划公 告披露日起 15 个交易日后的 3 个月内（法律法规禁止减持的期间除外）以集中 竞价方式减持本公司股份不超过 2,515,931 股，即不超过预披露公告日公司总股 本的 0.5250%。 公司收到杨建利女士出具的《股份减持计划实施完成告知函》，截至 2025 年 7 月 15 日收市，上述股份减持计划已实施完成。现将具体情况公告如下： ...

Investment Rating - The report maintains a positive outlook on the defense and military industry, suggesting an "Overweight" rating, indicating that the industry is expected to outperform the overall market [4][29]. Core Insights - The defense and military sector is experiencing a significant upward cycle driven by domestic demand and military modernization efforts, particularly the transition to "mechanization + informationization" and the upcoming "intelligent + unmanned" era [5][6]. - The report highlights the increasing global military trade demand due to geopolitical changes, which is expected to create a strong resonance between supply and demand in China's military trade [5]. - The valuation of the military industry is projected to rise as the sector benefits from both domestic construction cycles and the reshaping of global military trade dynamics, leading to higher market recognition and valuation [5][14]. Market Review - Last week, the Shenwan Defense and Military Index rose by 1.36%, while the CSI Military Leaders Index increased by 1.3%. In comparison, the Shanghai Composite Index rose by 1.4%, and the CSI 300 Index increased by 1.54% [4][6]. - The report notes that the defense and military sector's performance ranked 13th among 31 Shenwan primary industry sectors [6]. - The top five performing stocks in the defense and military sector last week were: - Morningstar Aviation (24.21%) - China Ship Emergency (20.23%) - Xuanji Information (17.67%) - Rongfa Nuclear Power (17.02%) - Parker New Materials (12.24%) [6][13]. Valuation Changes - The current PE-TTM for the Shenwan military sector is 81.14, placing it in the upper range historically, with a valuation percentile of 70.36% since January 2014 and 99.24% since January 2019 [14][19]. - The report indicates a slight differentiation in valuations among sub-sectors, with aerospace and aviation equipment showing relatively high PE valuations since 2020 [14][19]. Key Valuation Targets - The report lists several key targets within the military sector, including: - High-end combat capabilities: AVIC Shenyang Aircraft, AVIC Chengdu Aircraft, Inner Mongolia First Machinery, and others. - New quality combat capabilities: Chengdu Huamei, Xindong Link, Aerospace Electronics, and others [5][21].

证券代码：300302 证券简称：同有科技 公告编号：2025-026 北京同有飞骥科技股份有限公司 关于为全资子公司提供担保的进展公告 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。 一、担保情况概述 北京同有飞骥科技股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日 召开第五届董事会第十次会议和第五届监事会第八次会议，于 2025 年 5 月 20 日 召开 2024 年年度股东大会，审议通过了《关于 2025 年度为全资子公司提供担保 额度预计的议案》。为满足全资子公司业务发展和经营需要，公司全资子公司鸿 秦（北京）科技有限公司（以下简称"鸿秦科技"）、湖南同有飞骥科技有限公司 （以下简称"湖南同有"）拟在未来 12 个月内分别向银行申请不超过 10,000 万 元的综合授信额度，授信种类包括但不限于流动资金贷款、保函、信用证、银行 承兑汇票等。由公司为上述银行授信提供担保，预计合计担保额度不超过 20,000 万元，担保额度有效期自 2024 年年度股东大会审议通过之日起 12 个月。具体内 容详见公司于 2025 年 4 月 29 日 ...

Group 1 - Beixin Road and Bridge's application for issuing shares to specific targets has been approved by the Shenzhen Stock Exchange, pending approval from the China Securities Regulatory Commission [1] - Wangbian Electric's shareholders plan to reduce their holdings by a total of up to 2.99% of the company's shares, with specific reductions detailed for each shareholder [1] - Guotou Zhonglu is planning a major asset restructuring, leading to a suspension of its stock trading for up to 10 trading days [2] Group 2 - Baiotai has signed a licensing agreement with SteinCares for the commercialization of BAT2406 in Brazil and Latin America, with total payments potentially reaching up to $10 million [3] - Dongfang Bio has obtained two medical device registration certificates for its products, which are valid until June 1, 2030 [4] - Pulaike's subsidiary has received a new veterinary drug registration certificate [5] Group 3 - Wanyi Technology has signed an agreement to establish a joint laboratory with the Energy Research Institute, with a total research and development budget of 6 million yuan [6] - Yingboer plans to use up to 300 million yuan of idle funds for financial management [7] - Blue Biological has received two new veterinary drug registration certificates [8] Group 4 - Jinkai New Energy intends to inject up to 1.247 billion yuan into its wholly-owned subsidiary to enhance its operational capabilities [9] - China Pacific Insurance's assistant general manager's qualification has been approved [10] - Zhaoyan New Drug is reducing its registered capital and notifying creditors [11] Group 5 - Weili Medical plans to invest 37.5 million yuan in establishing a medical industry investment fund [12] - Hongbai New Materials has signed a deposit agreement for idle raised funds [13] - Tongyou Technology is applying for a credit limit of 10 million yuan from a bank [14] Group 6 - Warner Pharmaceutical's subsidiary has received approval for its magnesium sulfate raw material drug [15] - Fuda Co. plans to establish a wholly-owned subsidiary with a capital contribution of 475 million yuan [16] - Yabao Pharmaceutical has obtained a loan commitment letter for stock repurchase of up to 90 million yuan [17] Group 7 - Zhongyin Securities' chairman has resigned due to work adjustments [18] - Aili Home has terminated its share reduction plan ahead of schedule [19] - Samsung New Materials has appointed a new financial officer [20] Group 8 - Guobang Pharmaceutical's subsidiary has received EU GMP certification for its product [21] - Yipin Hong has received a drug registration certificate for its injection solution [22] - Wenzhou Hongfeng's subsidiary has obtained a utility model patent certificate [23] Group 9 - Cangge Mining plans to sign a financial service agreement with Zijin Mining Group [24] - Naipu Mining's application for convertible bonds has been accepted by the Shenzhen Stock Exchange [25] - Shenyang Machine Tool has completed its major asset restructuring [26] Group 10 - Xinlaifu plans to distribute a cash dividend of 5 yuan per 10 shares [27] - Jiashitang plans to distribute a cash dividend of 1.7 yuan per 10 shares [28] - Manbuer plans to distribute a cash dividend of 2.5 yuan per 10 shares [29] Group 11 - Guo Wang Yingda plans to distribute a cash dividend of 0.51 yuan per 10 shares [30] - Changsha Bank's shareholder plans to reduce holdings by up to 0.92% [31] - Hu Nong Commercial Bank plans to distribute a cash dividend of 1.93 yuan per 10 shares [32] Group 12 - Huaxiang Co. plans to distribute a cash dividend of 1.17 yuan per 10 shares [33]

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。 证券代码：300302 证券简称：同有科技 公告编号：2025-025 北京同有飞骥科技股份有限公司 关于公司向银行申请授信额度暨关联交易的公告 一、关联交易概述 北京同有飞骥科技股份有限公司（以下简称"公司"）于 2025 年 6 月 23 日 召开第五届董事会第十一次会议和第五届监事会第九次会议，审议通过了《关于 公司向银行申请授信额度暨关联交易的议案》。为更好地支持公司业务拓展，增 加流动性储备，公司拟向中国工商银行股份有限公司北京地安门支行（以下简称 "工商银行"）申请授信额度 1,000 万元，授信期限一年（具体起止日期以银行审 批为准），授信品种为短期流动资金贷款。 公司拟委托北京首创融资担保有限公司（以下简称"首创担保"）就上述银 行授信提供担保，同时，公司第一大股东、董事长兼总经理周泽湘先生就前述担 保向首创担保提供反担保连带责任保证。 根据《深圳证券交易所创业板股票上市规则》的规定，周泽湘先生为公司的 关联方，因此本次提供反担保连带责任保证事项构成关联交易，但不构成《上市 公司重大资产重组管理办 ...