Group 1 - The A-share military industry sector is experiencing a significant upward trend, with notable gains in stock prices [1] - Zhongguang Fanglei has increased by over 10%, while Changcheng Military Industry has risen by over 8% [1] - Other companies such as Hangfa Technology, Zhongke Haixun, and Beifang Changlong are also seeing upward movement in their stock prices [1]

6 月 26 日早盘， A 股市场震荡调整，三大指数涨跌不一，截至发稿，沪指跌 0.11% ，深 成指涨 0.23% ，创业板指涨 0.33% 。 板块上来看，航天军工板块延续强势，固态电池、石油化工、多元金融等板块表现活跃；汽 车、生物科技、创新药等板块跌幅居前。 【导读】航天军工板块延续强势，多元金融概念股表现活跃 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 消息面上， 9 月 3 日将举行阅兵，参阅的所有装备均为国产现役主战装备，在展示新一代传 统武器装备的基础上，还安排部分无人智能、水下作战、网电攻防、高超声速等新型作战力 量参阅。 长江证券研报指出，近年来世界军贸总体需求或将显著增加，中国军贸或将迎来高速增长 期，相应企业盈利能力及盈利质量或将迎来快速改善期。 国泰君安国际一度涨超 89% | | | Wind热门概念指数 | | | | Wind中国行业指数 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 锂电电解液 | 航母 | 电路板 | 中船系 | 航天军工 | 石油化工 | 精细化工 | 电脑硬件 | | 2.85 ...

Market Overview - The A-share market saw all three major indices rise in early trading, with the Shanghai Composite Index up 0.11%, the Shenzhen Component Index up 0.26%, and the ChiNext Index up 0.31% [1] - The total market turnover reached 100.26 billion yuan, an increase of 53.8 billion yuan compared to the previous day, with over 2900 stocks rising [1] Sector Performance - The military industry, diversified finance, solid-state battery, and CPO concept stocks led the gains, while innovative drugs, oil and gas extraction, and complete automobile sectors experienced declines [4] - The military sector saw a significant surge, with nearly 20 stocks hitting the daily limit, including Zhongguang Fanglei (300414) and Juyi Suoju (002342) [4] - The diversified finance sector continued its strong performance, with stocks like Ruida Futures (002961) and Hongye Futures (001236) also hitting the daily limit [4] - Solid-state battery concept stocks were active again, with Zhonglun New Materials (301565) hitting the daily limit and several others also performing well [4] Notable Stocks - The strongest performing stocks included: - 6 consecutive limit-up: Xingye Co., Ltd. (603928) [5] - 5 consecutive limit-up: Xintonglian (603022) [6] - 4 consecutive limit-up: Jida Zhengyuan (003029) [7] - 3 consecutive limit-up: Hongye Futures, Heli Tai (002217), and others [8] Hot Sectors - The military sector ranked as the top hot sector with 17 stocks hitting the daily limit and 10 stocks on consecutive limit-up streaks [9] - The new energy vehicle sector followed, with 15 stocks hitting the daily limit [10] - The Huawei concept sector also showed strength, with 13 stocks hitting the daily limit [11] Sector Insights - In the diversified finance sector, 40 institutions have been approved to provide virtual asset trading services, including Tianfeng Securities and others [14] - The military sector may see increased speculation due to geopolitical tensions, as comments from former President Trump suggest potential conflicts between Israel and Iran [15] - The solid-state battery sector is gaining attention with the launch of the vivo X Fold5, which features advanced battery technology [16]

Group 1: Company Products and Applications - The main products of the company include various types of Surge Protective Devices (SPDs), grounding products, lightning rods, lightning monitoring products, magnetic components, circulators, RF devices, and other lightning protection equipment, which are widely used in industries such as telecommunications, aerospace, national defense, rail and transportation, electricity, petrochemicals, new energy, industrial automation, construction, healthcare, and automotive [1]. Group 2: Business Performance and Market Outlook - In 2024, the company's revenue from the telecommunications sector was 98.93 million yuan, a year-on-year decrease of 39.21%, primarily due to a slowdown in telecommunications industry construction compared to the previous year [1]. - The company holds a significant market share in the telecommunications sector and is a supplier of lightning protection products for major global telecommunications equipment manufacturers such as Ericsson, ZTE, Nokia, and Samsung [1]. - The company anticipates a rapid growth period for the demand in 5G and 6G network construction, driven by national goals to accelerate the development of the information and communication industry [1]. Group 3: Strategic Development and Future Plans - Under the "Re-start Strategy," the company aims to create high-end brand products and adapt to the current economic "new normal," leveraging industry trends to enhance strategic execution and promote high-quality business development [2]. - The company plans to expand its lightning protection market in new energy and rail transportation sectors while exploring overseas markets to reduce reliance on the telecommunications industry and mitigate operational risks [1]. Group 4: Industry Challenges and Competitive Landscape - In 2024, revenue from the rail and transportation sector was 40.06 million yuan, down 53.84% year-on-year, attributed to a slowdown in rail industry lightning protection investments and increased competition [2]. - The company is focusing on providing lightning protection products and intelligent monitoring services in the rail transportation sector, with plans to support its subsidiary in expanding into non-lightning protection markets [2]. Group 5: Profitability and Core Competitiveness - The company expects to improve its gross margin by launching new products that meet diverse customer needs, while also reducing dependence on the telecommunications sector by increasing investment in higher-margin products in new energy and rail transportation [2]. - Core competitive advantages include strong R&D capabilities, quality control, a comprehensive market and sales system, and a focus on technological innovation and automation to enhance product reliability and production efficiency [2].

Group 1: Market Development in Communication Industry - The company has established itself as a key supplier of lightning protection products for major global communication equipment manufacturers such as Ericsson, ZTE, Nokia, and Samsung [1] - In 2024, the company's revenue from the communication sector was 26,360.28 million yuan, a year-on-year decrease of 16.86% due to a slowdown in the communication industry compared to the previous year [1] - The company maintains a significant market share in the lightning protection technology and products within the communication sector [1] Group 2: Expansion into Non-Lightning Protection Products - In 2024, the company achieved revenue of 9,212.93 million yuan from electronic components, a year-on-year decrease of 13.7% [2] - The company has gained supplier qualifications for magnetic components and RF devices from several international first-tier communication equipment manufacturers, achieving bulk sales [2] - The magnetic components are also supplied to various domestic and international manufacturers in the new energy vehicle and medical equipment sectors [2] Group 3: Development in New Energy Vehicles - The company supplies magnetic components to several well-known communication equipment manufacturers and has also passed component verification from multiple new energy vehicle manufacturers [2] - Products supplied include lightning protection devices for charging stations used by electric vehicle manufacturers like NIO [2] Group 4: Applications in Aerospace and Low-Altitude Economy - The company has developed lightning protection devices for aircraft and is exploring applications in flying cars and drones [2] - In the drone sector, the company has participated in electromagnetic protection for large agricultural and forestry drones [2] Group 5: Product Development and R&D - The company offers various specifications of integrated inductors, which are produced using metal powder die-casting technology, suitable for high-frequency, high-power applications [2] - The company is currently in the experimental phase of project development for magnetic components in intelligent computing centers and data centers [2] Group 6: Research and Development in 6G Technology - The company maintains close technical ties with clients in the communication industry and has developed technology samples that have passed system lightning strike tests for 6G prototypes [2] Group 7: Military Products - The company produces various military products, including lightning rods and specialized products for vehicles and portable applications, with some details kept confidential due to security requirements [2]

四川中光防雷科技股份有限公司（以下简称"公司"）近日获得国家知识产 权局颁发的六项专利证书及一项计算机软件著作权登记证书,具体情况如下： 一、专利的具体情况： | 序号 | 专利号 | 专利名称 | 专利类型 | 申请日 | 专利权期限 | 证书号 | | --- | --- | --- | --- | --- | --- | --- | | 1 | ZL 2020 1 0587283.X | 三维全向电磁脉冲测量系统、测 量组网及车载测量平台 | 发明专利 | 2020.6.24 | 20 年 | 第 7760127 号 | | 2 | ZL 2023 2 3625002.3 | 一种配电单元 | 实用新型 | 2023.12.28 | 10 年 | 第 21990316 号 | | 3 | ZL 2024 2 1221796.9 | 一种气体放电管 | 实用新型 | 2024.5.30 | 10 年 | 第 22610575 号 | | 4 | ZL 2024 2 1313661.5 | 一种间隙模块及组合式间隙型 电涌保护器 | 实用新型 | 2024.6.7 | 10 年 | 第 22634288 号 ...

证券代码：300414 证券简称：中光防雷 公告编号：临-2025-014 四川中光防雷科技股份有限公司 2024年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会无否决提案的情况； 2、本次股东大会未涉及变更前次股东大会决议； 3、本次股东大会采取现场投票与网络投票表决相结合的方式召开； 4、本次股东大会对中小投资者进行单独计票。 一、会议召开和出席情况 （一）会议召开情况 1、会议通知情况： （1）四川中光防雷科技股份有限公司（以下简称"公司"）《关于召开2024 年度股东大会通知公告》于2025年4月17日以公告形式发出； （2）《关于2024年年度股东大会增加临时提案暨股东大会补充通知的公告》 于2025年4月24日以公告形式发出。 2、会议召集人：公司董事会，公司于 2025 年 4 月 17 日召开的第五届董事会 第十二次会议同意召开此次股东大会。 3、会议主持人：董事长王雪颖女士 通过互联网投票系统投票的时间为：2025 年 5 月 20 日（星期二）9:15 至 15:00 期间的任意时间。 6 ...

天眼查资料显示，四川中光防雷科技股份有限公司，成立于2004年，位于成都市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本32601.9466万人民币。通过天眼查大数据分 析，四川中光防雷科技股份有限公司共对外投资了19家企业，参与招投标项目111次，财产线索方面有 商标信息15条，专利信息255条，此外企业还拥有行政许可40个。 专利摘要显示，本实用新型涉及一种信号浪涌保护器，属于浪涌保护器领域。该信号浪涌保护器包括壳 体以及位于壳体内的PCB板、滑块和转动块；PCB板设置有包括第一瞬态抑制二极管的供电电路，滑块 通过低温焊锡焊接于PCB板且作为供电电路中的常闭开关，转动块转动设置于壳体且具有推动滑块运动 的趋势；第一瞬态抑制二极管短路时发热且使滑块与PCB板脱离，以使供电电路断开。本实用新型提供 的信号浪涌保护器，具有热保护功能，在供电电路遇到故障或失效状态过程中，第一瞬态二极管短路时 能够发热，从而使滑板和PCB板焊接处的低温焊锡熔化，使供电电路断开，从而与系统永久断开，避免 起火燃烧，并且彻底断开雷击过电压馈入系统的路径，有效保护用电设备的安全。 金融界2025年5月17日消息 ...

| 投 资 者 关 系 活 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 ☑业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参 与 单 位 名 称 | 部分投资者 | | 及人员姓名 | | | 时间 | 2025 年 5 月 8 日下午 15:00-16:00 | | 地点 | 网络方式 | | 上 市 公 司 接 待 | 公司董事长、总经理 王雪颖女士 | | 人员姓名 | 公司董事、董事会秘书、副总经理 周辉先生 | | | 公司副总经理 李旭斌先生 | | | 公司董事、财务总监 汪建华先生 | | | 公司独立董事 邓博夫先生 | | | 1.请问贵公司与成飞集团是否有业务往来 | | | 答：谢谢您对公司的关注。公司目前不是成飞集团的直接供应商，仅为其直接 | | | 供应商的配套供应商。 | | | 2.请问公司目前一体成型电感的进展如何了？ | | | 答：谢谢您对公司的关注。公司可提供多种规格的一体成型电感，该类产品采 | | | 用金属粉末压铸而成，具有大电流、 ...

近期中光防雷（300414）发布2025年一季报，证券之星财报模型分析如下： 营收与利润 近期中光防雷发布了2025年一季报。报告显示，截至本报告期末，公司营业总收入为8544.71万元，同 比上升12.72%；归母净利润为281.05万元，同比下降8.41%；扣非净利润为-9.67万元，同比下降 108.22%。从单季度数据来看，第一季度营业总收入为8544.71万元，同比上升12.72%；归母净利润为 281.05万元，同比下降8.41%；扣非净利润为-9.67万元，同比下降108.22%。 主要财务指标 本次财报公布的各项数据指标表现一般。具体如下： 应收账款与有息负债 值得注意的是，本报告期中光防雷公司的应收账款体量较大，当期应收账款占最新年报归母净利润比达 2304.48%。此外，有息负债为174.02万元，同比增长130.87%。 商业模式与融资分红 公司业绩主要依靠研发及营销驱动。公司上市10年以来，累计融资总额3.92亿元，累计分红总额9552.79 万元，分红融资比为0.24。 总结 总体来看，中光防雷在2025年一季度的营收有所增长，但利润表现不佳，尤其是扣非净利润出现大幅下 滑。同时，应 ...