证券代码：300593 证券简称：新雷能 公告编号：2025-068 北京新雷能科技股份有限公司 关于公司募集资金专户部分资金被冻结的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 一、 基本情况概述 北京新雷能科技股份有限公司（以下简称"公司"或"新雷能"） 于近日从银行获悉公司一募集资金专户被法院冻结，具体情况如下： | 主体 | 开户银行 | 账号 | 账户性质 | 冻结金额（元） | 冻结原因 | | --- | --- | --- | --- | --- | --- | | 新雷能 | | | | 3,012,020.41 | 公司尚未收到法院 | | | | | | | 冻结该账户的法律 | | | 浦发银行昌 | 9149007880 | 募集资金 | | 文书、通知或其他信 | | | 平支行 | 1000003027 | 专户 | | 息，可能系因结算金 | | | | | | | 额差异引起的合同 | | | | | | | 纠纷事宜。 | 二、账户被冻结原因 截至本公告披露日，公司尚未收到法院关于冻结公司上述账户的 法律文书、通知或 ...

Group 1 - The commercial aerospace sector experienced a significant rally on November 25, with multiple stocks reaching new highs and showing strong performance [1] - Aerospace Hangyu achieved a consecutive two-day increase, while Shanghai Port Bay hit the daily limit, marking a historical peak [1] - Stocks such as Superjet Co., New Ray Energy, and others saw gains exceeding 10%, indicating robust investor interest in the sector [1]

Group 1 - The satellite sector remains active, with the satellite industry ETF (159218) rising by 2% as of the report date, and notable stocks such as Guangku Technology hitting the daily limit and Newray Energy increasing by over 11% [1] - The establishment of the Commercial Space Administration by the National Defense Science and Technology Industry Bureau is expected to enhance coordination and efficiency in satellite industry operations, including launch approvals and satellite operation licensing [1] - Blue Arrow Aerospace's reusable rocket "Zhuque-3" is set for its maiden flight in mid to late November, with private rocket companies in China making significant advancements in liquid and solid rocket development [1] Group 2 - The satellite industry ETF (159218) is the first in the market to track the CSI Satellite Industry Index, covering the entire industry chain including satellite manufacturing, launching, and navigation communication applications [2] - As of November 24, the ETF has seen a share growth of over 371% this year, with its components including leading companies in defense and military (51.7%), computer (14.0%), and electronics (12.7%) sectors [2]

Investment Rating - The report maintains a "Positive" investment rating for the defense and military industry [5] Core Viewpoints - The uncertainty in the Asia-Pacific situation is increasing, which may accelerate the equipment construction in China, focusing on new combat capabilities [2][12] - China's high-end aviation equipment showcased at the Dubai Airshow is expected to further expand the military trade market [12][15] - The Fujian aircraft carrier has conducted its first live training at sea, indicating a significant advancement in operational capabilities and technology [12][18] - The report emphasizes the importance of domestic demand for new combat capabilities and military trade as key growth areas [19] Summary by Sections Investment Suggestions and Targets - The report highlights various investment targets across different segments, including: - Engine and fuel chain: Companies like Xi'an Aero Engine (600893), Western Superconducting (688122), and others [19][20] - New quality and domains: Companies such as Aerospace Electronics (600879), Haige Communication (002465), and others [19][20] - Military electronics: Companies like Aerospace Electric (002025), Zhonghang Optical (002179), and others [19][20] - Military trade and main equipment: Companies such as AVIC Shenyang Aircraft (600760), AVIC Chengfei (302132), and others [19][20] Industry News and Market Performance - The report notes that the defense and military industry index has outperformed the broader market, with a decline of only -1.72% compared to the Shanghai Composite Index's -3.90% [22][25] - The report provides a detailed analysis of weekly market performance, indicating that the defense and military sector remains resilient amid broader market declines [22][25] Key Events and Developments - The report outlines significant recent events, including: - The U.S. government approved a new round of arms sales to Japan, which may heighten regional tensions and prompt China to expedite its military equipment development [12][9] - The successful live training of the Fujian aircraft carrier, showcasing advanced operational capabilities [12][18] - The participation of Chinese high-end military equipment in international exhibitions, enhancing China's presence in the global military trade market [12][15]

Core Viewpoint - The commercial aerospace sector continues to strengthen, with several companies reaching new highs and significant increases in related ETFs [1] Group 1: Company Performance - Srey New Materials, Shanghai Port Bay, and Feiwo Technology hit intraday highs [1] - Aerospace Power, Leike Defense, Aerospace Huanyu, Zhongtian Rocket, Tianjian Technology, Aerospace Changfeng, Jiuzhiyang, and Tendering Co. all experienced a limit-up increase [1] - New Ray Energy, Aerospace Software, Chaojie Co., China Haifang, and Sichuan Chuang Electronic also saw gains [1] Group 2: ETF Performance - The Aviation ETF (159392) rose by 2.7%, with a trading volume of 2.7339 million yuan [1] - The Aerospace ETF (159227) increased by 3.83%, with a trading volume of 21.5 million yuan [1]

Core Viewpoint - Xinle Energy stated on November 19 that China Securities Depository and Clearing Corporation issues the holder register every 10 days [2] Group 1 - Xinle Energy engages with investors through an interactive platform [2] - The frequency of the holder register issuance is every 10 days [2]

Core Viewpoint - The company management emphasizes the continuous improvement of management standards and value management to protect the interests of the company and its shareholders [1] Group 1 - The company, Xinle Energy, is committed to enhancing its management capabilities [1] - The management aims to maximize the protection of both the company and shareholder interests [1]

Core Insights - The company, Xinle Energy, reported that as of October 20, 2025, the number of its shareholders is expected to reach 25,684 [2] Summary by Category - **Company Information** - Xinle Energy has communicated to investors that the projected number of shareholders will be 25,684 by the specified date [2] - **Investor Relations** - The company engaged with investors through an interactive platform, indicating a commitment to transparency and communication [2]

Core Viewpoint - The company emphasizes a "technology-leading" development philosophy and is focused on expanding its core business while diversifying into multiple product categories [2] Group 1: Business Focus - The company is actively developing power products while also increasing investments in integrated circuits, electric drive, and data center businesses [2] - The company is committed to expanding its product categories in line with its core business strategy [2]

Core Viewpoint - The company, Xinle Energy, has indicated that investors should refer to its periodic reports for specific operational details [2] Summary by Category - **Company Operations** - Xinle Energy responded to investor inquiries on November 19, emphasizing the importance of its periodic reports for understanding its operational status [2]