Group 1 - The company, Xuanji Information (300324), announced on August 4 that it will terminate its investment in the Tian Di Yi Ti Digital Industry Development Fund (Tianjin) [1] - As of the announcement date, the company has not paid any investment funds to the Tian Di Yi Ti Fund, indicating that the termination will not have a substantial impact on its production operations or financial status [1] - The termination of this investment does not harm the interests of the company or all shareholders [1]

旋极信息公告，公司于2023年4月21日决定与天津滨海新区建投股权投资基金管理有限公司、天津中投 投资发展有限公司及宁波桐曦资产管理有限公司共同设立天地一体数字产业发展基金（天津）合伙企 业。该基金初始规模不高于6.05亿元，公司出资7000万元，占11.57%份额。由于基金项目客观情况发生 重大变化，且各合伙人均未实际出资，决定终止投资并解散基金。此次终止投资不会对公司生产经营及 财务状况产生实质性影响。 ...

一、对外投资概述 北京旋极信息技术股份有限公司（以下简称"旋极信息"或"公司"）于 2023 年 4 月 21 日召开第五届董事会第二十次会议，审议通过了《关于对外投资设立 天地一体数字应用产业发展基金（天津）合伙企业的议案》，董事会同意公司与 天津滨海新区建投股权投资基金管理有限公司（以下简称"建投股权基管公司"）、 天津中投投资发展有限公司（以下简称"天津中投"）及宁波桐曦资产管理有限公 司（以下简称"桐曦资产"）共同设立天地一体数字产业发展基金（天津）合伙企 业（有限合伙）（工商核准名，以下简称"天地一体基金"）。天地一体基金初始 规模不高于人民币6.05亿元，公司为有限合伙人，使用自筹资金出资7,000万元， 出资份额 11.57%。 上述内容详见公司于 2023 年 4 月 22 日在巨潮资讯网披露的《关于对外投资 设立天地一体数字应用产业发展基金（天津）合伙企业的公告》。 证券代码：300324 证券简称：旋极信息 公告编号：2025-018 北京旋极信息技术股份有限公司 关于终止投资天地一体数字产业发展基金（天津）合伙企业 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 ...

Group 1 - The company, Xuanji Information (300324), stated on August 1 that it currently has no collaboration with Yushu Technology [1]

Core Viewpoint - The company, Xuanji Information, reported that as of March 31, 2025, the number of its shareholders reached 101,415 households [1] Summary by Relevant Categories - **Shareholder Information** - As of March 31, 2025, the total number of shareholders for the company is 101,415 households [1]

格隆汇8月1日丨旋极信息(300324.SZ)在互动平台表示，目前公司与宇树科技公司没有合作。公司信息 请以公司公告为准，敬请广大投资者注意投资风险。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com ...

格隆汇8月1日丨旋极信息(300324.SZ)在互动平台表示，目前公司与宇树科技公司没有合作。公司信息 请以公司公告为准，敬请广大投资者注意投资风险。 ...

Group 1 - The core viewpoint of the news is that Xuanji Information (300324) has experienced a decline in stock price and a mixed performance in its latest financial results [1][3] - As of July 29, 2025, Xuanji Information's stock closed at 4.83 yuan, down 1.83%, with a turnover rate of 5.06% and a trading volume of 865,500 hands, amounting to 416 million yuan [1] - The company reported total revenue of 474 million yuan for Q1 2025, a year-on-year increase of 1.43%, while net profit attributable to shareholders decreased by 23.26% to 59.13 million yuan [1] Group 2 - The company has a liquidity ratio of 1.513 and a quick ratio of 1.322, indicating its short-term financial health [1] - Xuanji Information has invested in 60 companies and participated in 200 bidding projects, showcasing its active engagement in the market [2] - The company holds 147 trademark registrations and 311 patents, reflecting its focus on intellectual property [2]

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].

Market Overview - The Shanghai Composite Index rose by 0.32% on July 4, with 13 out of the 28 sectors experiencing gains, led by the banking and media sectors, which increased by 1.84% and 0.91% respectively [1] - The sectors that saw the largest declines were beauty care and non-ferrous metals, with decreases of 1.87% and 1.60% respectively [1] - The computer industry experienced a slight decline of 0.05% [1] Capital Flow Analysis - The net outflow of capital from the two markets was 21.926 billion yuan, with 8 sectors seeing net inflows [1] - The computer industry had the largest net inflow of capital at 2.811 billion yuan, despite its decline [1] - The banking sector also saw a net inflow of 758 million yuan while increasing by 1.84% [1] Computer Industry Performance - Within the computer industry, there are 335 stocks, with 94 stocks rising and 231 stocks falling [2] - The top three stocks with the highest net inflow were Dazhihui, Changliang Technology, and Xinyada, with net inflows of 479 million yuan, 425 million yuan, and 353 million yuan respectively [2] - The stocks with the largest net outflows included Xuanji Information, Inspur Information, and Hikvision, with net outflows of 203 million yuan, 163 million yuan, and 105 million yuan respectively [2][3] Capital Inflow and Outflow Rankings - The top stocks in terms of capital inflow included: - Dazhihui: +6.83%, 13.07% turnover, 479.43 million yuan inflow - Changliang Technology: +13.31%, 31.83% turnover, 425.40 million yuan inflow - Xinyada: +10.03%, 24.29% turnover, 352.72 million yuan inflow [2] - The top stocks in terms of capital outflow included: - Xuanji Information: -6.12%, 18.77% turnover, -202.71 million yuan outflow - Inspur Information: -1.24%, 2.10% turnover, -163.17 million yuan outflow - Hikvision: -0.36%, 0.33% turnover, -105.02 million yuan outflow [3]