每经AI快讯，同有科技（SZ 300302，收盘价：17.93元）12月19日晚间发布公告称，公司第五届第十五 次董事会会议于2025年12月19日在北京市海淀区地锦路9号院2号楼公司会议室以现场表决和通讯表决相 结合的形式召开。会议审议了《关于公司向银行申请授信额度的议案》等文件。 2025年1至6月份，同有科技的营业收入构成为：政府类客户占比89.18%，非政府客户占比10.82%。 截至发稿，同有科技市值为86亿元。 （记者 王晓波） 每经头条（nbdtoutiao）——海南封关首日直击：为中国探路，全球最大自贸港如何重塑开放边界？ ...

证券代码：300302 证券简称：同有科技 公告编号：2025-051 北京同有飞骥科技股份有限公司 第五届董事会第十五次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、会议召开情况 公司申请授权董事长周泽湘先生全权代表公司签署上述授信额度内的有关 合同、协议、凭证等各项法律文件，办理相关抵押事宜。 具体内容详见公司同日于巨潮资讯网（www.cninfo.com.cn）披露的《关于公 司向银行申请授信额度的公告》。 北京同有飞骥科技股份有限公司（以下简称"公司"）第五届董事会第十五 次会议于 2025 年 12 月 19 日在北京市海淀区地锦路 9 号院 2 号楼公司会议室以 现场表决和通讯表决相结合的形式召开。本次会议的通知已于 2025 年 12 月 17 日以书面方式送达给所有董事。应出席本次会议的董事 8 人，实际出席本次会议 的董事 8 人。会议由董事长周泽湘先生主持，公司高级管理人员列席了会议。会 议的召集、召开符合《中华人民共和国公司法》及《公司章程》的规定。 二、会议审议情况 1、审议通过《关于公司向银行申请授信额度的议案》 ...

证券代码：300302 证券简称：同有科技 公告编号：2025-052 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、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、交易概述 北京同有飞骥科技股份有限公司（以下简称"公司"）第五届董事会第十五 次会议审议通过《关于公司向银行申请授信额度的议案》，为满足公司日常经营 的资金需求，保证现金流量充足，公司拟向北京银行股份有限公司中关村分行（以 下简称"北京银行"）申请综合授信额度 7,000 万元，授信额度有效期限一年（具 体起始日期以银行审批为准），业务品种包括但不限于流动资金贷款、保函、银 行承兑汇票、商业承兑汇票贴现等。前述授信为北京银行对公司的续授信额度， 以上授信额度不等于公司的实际融资金额，实际融资金额应在授信额度内以银行 与公司实际发生的融资金额为准。 公司将以名下位于北京市海淀区地锦路 9 号院 2 号楼-1 至 4 层 101（不动产 证号为：X 京房权证海字第 373537 号）房产（以下简称"抵押房产"）为前述授 信提供抵押担保（以下简称"本次抵押"）。公司将按照法律法规要 ...

证券日报网讯12月17日晚间，同有科技（300302）发布公告称，截至本公告披露日，公司及控股子公司 提供的担保总额不超过41823.01万元(含50.00万美元，按照央行中间价折算)，占公司最近一期经审计净 资产的比例为39.28%；公司及控股子公司提供的担保总余额为32463.77万元，占公司最近一期经审计净 资产的比例为30.49%；公司及控股子公司对合并报表外单位提供的担保总余额为1000.00万元，占公司 最近一期经审计净资产的比例为0.94%。公司无逾期担保的情形，不涉及诉讼的担保金额情形及因担保 被判决败诉而应承担的损失金额等。 ...

Group 1 - CICC is planning to absorb and merge Dongxing Securities and Xinda Securities through a share swap, with trading resuming on December 18, 2025 [1] - Victory Energy's major shareholder plans to transfer 29.99% of its shares to Qiteng Robotics, with no plans for asset restructuring in the next 12 months [2] - China Metallurgical Group intends to repurchase A-shares worth 1 to 2 billion yuan at a price not exceeding 4.9 yuan per share [3] Group 2 - Boten Co. plans to acquire part of the Yifeng Yunding Fund for 1 yuan, with a commitment to fulfill a 20 million yuan capital contribution [4] - Tongyou Technology has initiated a 50 million yuan accounts receivable factoring business [5] - Gaode Infrared has received approval to issue debt financing tools totaling up to 3 billion yuan [6] Group 3 - Zhengyu Industrial's application for a private placement of A-shares has been approved by the Shanghai Stock Exchange [7] - China CRRC signed contracts totaling approximately 53.31 billion yuan, accounting for 21.6% of its projected 2024 revenue [9] - High Energy Environment's director increased his stake by purchasing 56,100 shares [10] Group 4 - Shantou Technology received approval from the CSRC for a convertible bond issuance [11] - Puyang Co. plans to use up to 900 million yuan of idle funds for entrusted wealth management [12] - Huibai New Materials has been awarded a government subsidy of 3.8 million yuan, with the first installment of 2.12 million yuan already received [13] Group 5 - Jiayuan Technology's shareholders plan to transfer 2.51% of the company's shares through a pricing inquiry [14] - Lingpai Technology's subsidiary terminated a 125 million yuan procurement contract due to market changes [15] - Juguang Technology intends to use up to 200 million yuan of idle funds for cash management [16] Group 6 - Zhongwen Media's subsidiary terminated a 200 million yuan private equity fund subscription due to market changes [17] - Zhifei Biological's modified vaccine for monkeypox has received clinical trial acceptance [19] - GeKowei's subsidiary received a government subsidy of 60 million yuan, accounting for 32.12% of the company's audited net profit [20] Group 7 - Wantai Biological's application for a clinical trial of a respiratory syncytial virus vaccine has been accepted [21] - Haitai Technology plans to increase capital in its Thai joint venture from 500,000 to 3 million Thai baht [22] - Shanghai Airport signed contracts for the transfer of duty-free store operating rights [23] Group 8 - Del Shares received approval to issue shares for the acquisition of 100% of Aizhuo Intelligent [24] - Novozymes' products have obtained EU CE IVDR certification [25] - Shibai Testing's chairman's assistant plans to increase shareholding by 8 to 12 million yuan [26] Group 9 - Huitian New Materials plans to invest approximately 97.68 million yuan in a lithium battery anode glue project [27] - Pudong Construction's subsidiaries won contracts totaling 1.649 billion yuan [29] - Acolyte's subsidiary has entered trial production for a special high-temperature resistant resin project [30] Group 10 - Pingzhi Information's subsidiary signed a 38.25 million yuan computing power service contract [31] - Tianma Technology is required to pay 5.3625 million yuan in taxes and penalties [32] - Yahon Pharmaceutical's clinical trial application for GLX002 has been approved [34]

证券代码：300302 证券简称：同有科技 公告编号：2025-050 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 日在巨 ...

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]