作 者丨胡慧茵 编 辑丨和佳 江佩佩 国防军工全面爆发 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 302132 | 中航成飞 | 94.51 | 14.63 | 18.31% | | 600562 | 国睿科技 | 26.21 | 2.38 | 9.99% | | 600523 | 贵航股份 | 15.11 | 1.37 | 9.97% | | 600184 | 光电股份 | 15.78 | 1.19 | 8.16% | | 600150 | 中国船舶 | 32.64 | 2.46 | 8.15% | | 600760 | 中航沈飞 | 49.35 | 3.17 | 6.86% | | 600990 | 四创电子 | 24.12 | 1.54 | 6.82% | | 601989 | 中国重工 | 4.62 | 0.29 | 6.70% | | 600316 | 洪都航空 | 38.69 | 2.42 | 6.67% | | 300516 | 久之洋 | 34.63 | 2.16 | 6.65% | | 002544 | 普 ...

中船系持续拉升，中国船舶（600150）触及涨停，中国重工（601989）涨超7%，久之洋（300516）、 中船科技（600072）、中船应急（300527）纷纷跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

Core Viewpoint - The company addressed investor concerns regarding the temporary transfer of 40 employees to the parent company, emphasizing that this decision was made to support a national key task while ensuring that the company's operations remain stable and efficient [1] Group 1: Employee Transfer and Company Operations - The transfer of employees is not indicative of their redundancy; it was a strategic decision made after thorough evaluation and consultation with the major shareholder [1] - The major shareholder is responsible for covering the salaries, social security, and benefits of the transferred employees, while also ensuring that the company receives related benefits [1] - The company assures that its daily operations will not be affected by this employee transfer, maintaining a focus on high-quality completion of national tasks [1] Group 2: Business Development and Future Strategy - Since its listing, the company has continuously invested in and explored business development despite facing challenges such as market changes and intensified industry competition [1] - Although the company has not met some investors' expectations, it has achieved progress in technology research and development, market expansion, and product innovation [1] - The company's management will continue to study market demands and industry trends to accelerate the implementation of strategic plans, aiming to enhance core competitiveness and improve operational performance for shareholders [1]

QYResearch的观点和数据因被众多国内外知名企业、证券公司及媒体频繁引用与转载，而享有高度的 品牌知名度。其权威认证确保了所提供的行业分析及定制报告的可信度与专业度，是业界信赖的优选。 0 1 恒州博智的LED照明报告被深圳民爆光电公司中的年报引用 民爆光电（301362）2024年度管理层讨论与分析 据恒州博智发布的《2023年中国LED照明行业全景图谱》显示，2023年，全球LED防爆照明市场销售额达到 了49亿元，并预测在2028年将达到79亿元，期间的复合年增长率（CAGR）约为7.8%。这一增长可归因于 LED防爆灯在石油和采矿、军事基地、机场以及其他商业和工业领域的广泛应用，这些领域对于安全照明有着 极高的要求。 来源：证券之星 更多：https://stock.stockstar.com/RB2025040100020605.shtml 最新报告推荐：2025年全球及中国极端温度LED照明企业出海开展业务规划及策略研究报告 0 2 深圳思创策划咨询有限公司引用了恒州博智出版的外墙翻新服务市场分析报告 深圳建筑外立面改造项目可行性研究报告——市场分析 根据 QYR（恒州博智）的统计及预测，2 ...

Core Insights - The company reported a total operating revenue of 67.1445 million yuan for Q1 2025, an increase of 3.6018 million yuan or 5.67% year-on-year [1] - The net profit attributable to shareholders was -5.9075 million yuan, a decrease of 10.1829 million yuan or 238.17% year-on-year [1] - The net cash inflow from operating activities was -6.9801 million yuan, an increase of 33.9329 million yuan compared to the same period last year, marking four consecutive years of increase [1] Financial Ratios - The latest debt-to-asset ratio is 25.81%, an increase of 1.18 percentage points from the previous quarter, but a decrease of 0.79 percentage points year-on-year [3] - The latest gross profit margin is 26.06%, a decrease of 6.51 percentage points from the previous quarter and a decrease of 10.04 percentage points year-on-year [3] - The latest return on equity (ROE) is -0.46%, a decrease of 0.78 percentage points year-on-year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is -0.03 yuan, a decrease of 0.06 yuan or 237.82% year-on-year [3] - The latest total asset turnover ratio is 0.04 times, unchanged from the previous year but an increase of 9.22% year-on-year [3] - The latest inventory turnover ratio is 0.20 times, an increase of 0.07 times or 47.85% year-on-year [3] Shareholder Information - The number of shareholders is 15,200, with the top ten shareholders holding 128 million shares, accounting for 70.88% of the total share capital [3] - The largest shareholder is Huazhong Optoelectronics Technology Research Institute, holding 58.2 million shares [3]

证券代码：300516 证券简称：久之洋 公告编号：2025-017 湖北久之洋红外系统股份有限公司 关于控股股东向公司借调员工、与公司签订《借调协议》 暨关联交易的公告 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、关联交易概述 （2）公司独立董事专门会议已对上述议案进行了前置审核，同意提交董事 会审议。 （3）本次关联交易金额占上市公司最近一期经审计净资产未超过 5%，不需 提交股东大会审议。 4、本次关联交易不构成《上市公司重大资产重组管理办法》规定的重大资 产重组，不需经过有关部门批准。 二、关联方基本情况 1、基本情况 公司名称：华中光电技术研究所 统一社会信用代码：1210000042000821X1 1、为协助控股股东重大任务高质高效完成，促进公司价值创造，更好维护 投资者利益，湖北久之洋红外系统股份有限公司（以下简称"公司"）控股股东 华中光电技术研究所拟向公司借调 40 名员工，从事重大任务，预计年度总费用 约 2000 万元，双方拟就该事项签订《借调协议》。 2、华中光电技术研究所为公司控股股东，根据《深圳证券交易所创业板股 票上市规 ...

股票代码：300516 证券简称：久之洋 公告编号：2025-016 湖北久之洋红外系统股份有限公司 第五届监事会第五次会议决议公告 本公司及监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、监事会会议召开情况 湖北久之洋红外系统股份有限公司（以下简称"公司"）第五届监事会第五次 会议于 2025 年 4 月 11 日以专人送达、电子邮件等方式发出会议通知，并于 2025 年 4 月 22 日在公司会议室以现场表决的方式召开。 本次会议应出席会议监事 3 名，实际出席会议监事 3 名。会议由监事会主席 查灿主持，公司董事会秘书列席了会议。会议的召集、召开和表决程序符合《中 华人民共和国公司法》（以下简称"《公司法》"）等法律、法规及《湖北久之洋 红外系统股份有限公司章程》（以下简称"《公司章程》"）的规定，会议程序及 所作决议合法有效。 二、监事会会议审议情况 会议以记名投票表决方式审议并通过了如下议案： 1. 审议通过《关于公司<2025 年第一季度报告>的议案》 经审核，监事会认为，董事会编制和审核公司《2025 年第一季度报告》的 程序符合法律、行政法规、中国 ...

股票代码：300516 证券简称：久之洋 公告编号：2025-015 湖北久之洋红外系统股份有限公司 第五届董事会第六次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 湖北久之洋红外系统股份有限公司（以下简称"公司"）第五届董事会第六次 会议于 2025 年 4 月 11 日以专人送达、电子邮件等方式发出会议通知，并于 2025 年 4 月 22 日在公司会议室以现场表决和通讯表决相结合的方式召开。 本次会议应到董事 9 名，实际出席会议董事 9 名，其中现场出席会议的董事 5 名，董事沈永良、童东风、刘铁根、余洋以通讯方式出席并表决。本次会议由 公司董事长郭良贤主持，公司全体监事、高级管理人员列席了会议。会议的召集、 召开和表决程序符合《中华人民共和国公司法》（以下简称"《公司法》"）等法 律、法规及《湖北久之洋红外系统股份有限公司章程》（以下简称"《公司章程》"） 的有关规定，会议程序及所作决议合法有效。 二、董事会会议审议情况 具体内容详见公司披露于巨潮资讯网（http://www.cninfo.com.cn）的《关 ...

Financial Performance - The company's revenue for Q1 2025 was ¥67,144,534.28, representing a 5.67% increase compared to ¥63,542,740.05 in the same period last year[4] - The net profit attributable to shareholders was a loss of ¥5,907,464.53, a decline of 238.17% from a profit of ¥4,275,394.49 in the previous year[4] - The company's basic and diluted earnings per share were both -¥0.0328, a decrease of 237.82% from ¥0.0238 in the same period last year[4] - The net profit for the current period is -5,907,464.53, compared to a net profit of 4,275,394.49 in the previous period, indicating a significant decline[21] - The total operating profit for the current period is -9,822,017.58, while the previous period reported an operating profit of 4,668,338.06[21] Cash Flow and Liquidity - The net cash flow from operating activities improved to -¥6,980,109.65, an 82.94% increase compared to -¥40,913,000.72 in the same period last year[4] - The company's cash and cash equivalents decreased to ¥254,502,385.30 from ¥365,731,430.45, reflecting a decline of 30.39%[17] - The total cash and cash equivalents at the end of the period is 252,186,744.60, down from 261,965,230.21 at the end of the previous period[25] - The cash flow from operating activities shows a net outflow of -6,980,109.65, compared to a larger outflow of -40,913,000.72 in the previous period[25] Operating Costs and Expenses - Total operating costs amounted to ¥81,300,523.28, up 14.54% from ¥70,988,542.10 in the previous period[20] - Sales expenses increased by 60.71% to ¥4,685,767.84, primarily due to expanded business development in emerging industries[9] - Sales expenses increased to 4,685,767.84 from 2,915,636.00 in the previous period, reflecting a rise of approximately 60.5%[21] - Financial expenses showed a significant increase of 406.04%, with a net expense of -¥736,381.42, attributed to higher interest income[9] - The financial expenses for the current period show a net income of -736,381.42, compared to -145,517.96 in the previous period[21] - The company incurred a tax expense of -3,915,160.43 in the current period, contrasting with a tax expense of 368,064.89 in the previous period[21] Assets and Liabilities - The total assets at the end of the reporting period were ¥1,728,439,158.60, a 1.18% increase from ¥1,708,219,024.84 at the end of the previous year[4] - Total assets rose to ¥1,728,439,158.60, compared to ¥1,708,219,024.84 at the beginning of the period, marking an increase of 1.17%[19] - Total liabilities increased to ¥446,147,133.84 from ¥420,798,160.40, representing a rise of 6.02%[19] - The company's equity attributable to shareholders decreased slightly to ¥1,282,292,024.76 from ¥1,287,420,864.44, a decline of 0.63%[19] Shareholder Information - The company has a total of 15,244 common shareholders at the end of the reporting period[13] Future Outlook - Future outlook includes potential market expansion and new product development strategies to enhance revenue growth[20]

Financial Performance - The company reported a basic earnings per share (EPS) of -0.0328 yuan for Q1 2025, a decrease of 237.82% compared to 0.0238 yuan in Q1 2024 [1] - Net profit for Q1 2025 was -0.06 billion yuan, representing a decline of 250% from 0.04 billion yuan in Q1 2024 [1] - The return on equity (ROE) was -0.46% in Q1 2025, down 243.75% from 0.32% in Q1 2024 [1] - Operating revenue increased by 4.69% to 0.67 billion yuan in Q1 2025, compared to 0.64 billion yuan in Q1 2024 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 12,757.81 million shares, accounting for 70.88% of the circulating shares, with a change of 370,900 shares from the previous period [1] - The largest shareholder, Huazhong Optoelectronics Technology Research Institute, holds 10,485 million shares, representing 58.25% of the total share capital, with no change [2] - Beijing Paixin Trade Co., Ltd. holds 1,755.40 million shares, accounting for 9.75%, also with no change [2] Dividend Policy - The company has announced that it will not distribute dividends or allocate bonus shares this time [2]