证券代码：300302 证券简称：同有科技 公告编号：2025-049 北京同有飞骥科技股份有限公司 关于开展应收账款保理业务的公告 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。 一、交易概述 基于存储原材料供应持续紧张和价格快速上涨，为保障订单及时交付和业务 发展需要，北京同有飞骥科技股份有限公司（以下简称"公司"）与湖南湘江国 投商业保理有限公司（以下简称"湘江国投"）就日常经营活动中产生的部分应 收账款开展保理业务，融资额度为人民币 5,000.00 万元，保理期限为 12 个月， 保理期限内额度可循环使用。 公司与湘江国投不存在关联关系，上述事项不构成关联交易，不属于《上市 公司重大资产重组管理办法》规定的重大资产重组情形。根据《深圳证券交易所 创业板股票上市规则》《公司章程》等相关规定，上述保理业务无需提交董事会 审议。 二、交易对方基本情况 1、企业名称：湖南湘江国投商业保理有限公司 的催收业务、非商业性坏账担保、客户资信调查与评估、与商业保理相关的咨询 服务、法律法规和银保监会规定的其他业务。（依法须经批准的项目，经相关部 门批准后方可开展经营 ...

Investment Rating - The report maintains an "Overweight" rating for the defense and military industry, indicating a positive outlook compared to the overall market performance [26]. Core Insights - The defense and military sector has shown strong performance, with the Shenwan Defense and Military Index rising by 2.82%, outperforming major indices such as the Shanghai Composite and CSI 300 [3][6]. - The report highlights the acceleration of task deliveries in Q4, with expectations for improved performance as orders from the 14th Five-Year Plan are anticipated to be issued by the end of the year [5]. - Geopolitical uncertainties are driving increased demand for military equipment, particularly in the Middle East and Asia, suggesting significant investment opportunities in military trade and technology [5]. - The report emphasizes the importance of commercial aerospace development, particularly in the context of military technology advancements, and suggests focusing on high-value segments of commercial rockets and satellite manufacturing [5]. - The military trade landscape is evolving, with a strong resonance between supply and demand, indicating a robust future for China's military trade [5]. Market Review - The Shenwan Defense and Military Index outperformed other indices, ranking third among 31 sectors with a 2.82% increase [6]. - The average increase for the civil-military integration index was 4.7%, indicating strong performance in this segment [6]. - Top-performing stocks in the defense sector included Aerospace Development (up 52.26%), Aerospace Electromechanical (up 46.77%), and Shanghai Hanxun (up 24.98%) [14]. Valuation Changes - The current PE-TTM for the Shenwan Defense and Military sector is 79.95, indicating it is in a historically high valuation range [15][19]. - The report notes a divergence in valuations among sub-sectors, with aerospace and aviation equipment showing relatively high PE valuations since 2020 [15][19]. Key Investment Targets - The report suggests focusing on high-end combat capabilities and new-generation equipment, as well as unmanned and anti-unmanned weaponry, which are expected to see rapid growth starting in 2025 [5]. - Recommended stocks include high-end combat combinations such as AVIC Shenyang Aircraft (600316.SH) and AVIC Xi'an Aircraft (600768.SH), among others [5].

Core Viewpoint - Tongyou Technology (300302.SZ) announced that shareholders Mr. Tong Yihong and Mr. Yang Yongsong plan to reduce their holdings of company shares by a maximum of 4.7926 million shares each, representing up to 1% of the total share capital of the company within three months after a 15 trading day period from the announcement date, excluding any legally prohibited reduction periods [1] Summary by Categories - Shareholder Reduction Plans - Mr. Tong Yihong intends to reduce his holdings by up to 4.7926 million shares, which is not more than 1% of the company's total share capital [1] - Mr. Yang Yongsong also plans to reduce his holdings by up to 4.7926 million shares, similarly representing not more than 1% of the company's total share capital [1]

Core Viewpoint - The announcement indicates that two shareholders of Tongyou Technology (300302.SZ) plan to reduce their holdings in the company through centralized bidding within a specified timeframe, which may impact the stock's market performance [1] Group 1: Shareholder Reduction Plans - Shareholder Mr. Tong Yihong intends to reduce his holdings by up to 4.7926 million shares, representing no more than 1% of the company's total share capital, within three months after a 15 trading day period from the announcement date [1] - Shareholder Mr. Yang Yongsong also plans to reduce his holdings by up to 4.7926 million shares, similarly representing no more than 1% of the company's total share capital, under the same conditions as Mr. Tong [1]

持有本公司股份35,378,719股（占本公司总股本比例7.38%）的股东杨永松先生计划在本公告披露日起 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 4,792,637股，即不超过公司总股本的1.0000%。 格隆汇12月2日丨同有科技(300302.SZ)公布，持有本公司股份53,599,919股（占本公司总股本比例 11.18%）的股东佟易虹先生计划在本公告披露日起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4,792,637股，即不超过公司总股本的1.0000%，未超过其 所持有公司股份总数的25%。 ...

Group 1 - The core point of the article is that two major shareholders of Tongyou Technology plan to reduce their holdings in the company through centralized bidding within three months after a specified date [1] - Shareholder Tong Yihong, holding approximately 53.6 million shares (11.18% of total shares), intends to reduce his stake by up to 4.79 million shares, which is no more than 1% of the total share capital and 25% of his holdings [1] - Shareholder Yang Yongsong, holding approximately 35.38 million shares (7.38% of total shares), also plans to reduce his stake by up to 4.79 million shares, under the same conditions as Tong Yihong [1] Group 2 - The article mentions a separate incident involving a stock surge in Xiangyang Bearing, which is linked to potential market manipulation and platform review loopholes [1] - The stock market activity has raised concerns about the integrity of trading practices and the influence of social media on stock prices [1]

Group 1 - Major shareholders, Mr. Tong Yihong and Mr. Yang Yongsong, plan to reduce their holdings in the company by up to 4.7926 million shares each, representing a maximum of 1.0000% of the total share capital [1] - The reduction will occur through centralized bidding within three months after the announcement date, starting 15 trading days from the announcement [1] - Both shareholders hold more than 5% of the company's shares, indicating significant insider activity [1]

证券代码：300302 证券简称：同有科技 公告编号：2025-048 北京同有飞骥科技股份有限公司 关于持股 5%以上股东减持股份预披露公告 持股 5%以上的股东佟易虹先生、杨永松先生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。 特别提示： 1、持有本公司股份 53,599,919 股（占本公司总股本比例 11.18%）的股东佟 易虹先生计划在本公告披露日起 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 4,792,637 股，即不超过公 司总股本的 1.0000%，未超过其所持有公司股份总数的 25%。 2、持有本公司股份 35,378,719 股（占本公司总股本比例 7.38%）的股东杨 永松先生计划在本公告披露日起 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 4,792,637 股，即不超过公 司总股本的 1.0000%。 北京同有飞骥科技股份有限公司（以下简称"公司"）接到公司持股 5%以 ...

Core Viewpoint - Tongyou Technology's stock price has shown mixed performance this year, with a year-to-date increase of 21.89% but a recent decline of 13.86% over the past 20 days [2]. Company Overview - Tongyou Technology, established on November 3, 1998, and listed on March 21, 2012, is located in Haidian District, Beijing. The company specializes in data storage, data protection, and disaster recovery [2]. - The main revenue sources for Tongyou Technology are storage systems (56.11%) and solid-state storage (43.89%) [2]. - As of September 30, 2025, the company had 47,100 shareholders, a decrease of 5.06% from the previous period, with an average of 7,831 circulating shares per person, an increase of 5.33% [2]. Financial Performance - For the period from January to September 2025, Tongyou Technology reported revenue of 327 million yuan, representing a year-on-year growth of 7.73%. However, the net profit attributable to shareholders decreased by 70.37% to 9.29 million yuan [2]. - The company has distributed a total of 66.89 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Market Activity - On December 2, the stock price of Tongyou Technology fell by 2.04%, trading at 19.21 yuan per share, with a total transaction volume of 44.57 million yuan and a turnover rate of 0.63%. The total market capitalization stood at 9.21 billion yuan [1]. - In terms of capital flow, there was a net outflow of 805,100 yuan from major funds, with large orders buying 3.84 million yuan (8.61% of total) and selling 4.64 million yuan (10.42% of total) [1].

Core Viewpoint - The company reported a year-on-year increase in cumulative operating revenue for the first three quarters of 2025 and confirmed that there are no delivery issues due to insufficient production capacity [1] Group 1 - The company stated that its Changsha industrial park, which will be operational by 2025, has significantly supported the smooth delivery of its products [1]