证券代码：300722 证券简称：新余国科 公告编号：2025-044 江西新余国科科技股份有限公司 关于副总经理辞职的公告 截至本公告出具日，王璞先生未直接或间接持有本公司股份，其配偶或关联人未直接或 间接持有本公司股份，亦不存在应当履行而未履行的承诺事项。 王璞先生在任职期间恪尽职守、勤勉尽责，公司及董事会对其在任职期间为公司发展所 做出的贡献表示衷心感谢！ 特此公告。 江西新余国科科技股份有限公司董事会 2025 年 11 月 11 日 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 江西新余国科科技股份有限公司（以下简称"公司"）董事会于今日收到公司副总经理 王璞先生的书面辞职报告。因工作原因，本公司上级主管部门提出对王璞先生的职务进行调 整，王璞先生今日申请辞去公司副总经理职务，辞职后不再担任公司任何职务，其辞职报告 自送达董事会之日起生效。王璞先生已妥善完成工作交接事宜，其辞职不会对公司的正常生 产经营产生影响。王璞先生副总经理的职务原定任期至公司第四届董事会任期届满之日止。 ...

Core Insights - The aerospace equipment sector experienced a 1.67% increase on November 10, with Xingwang Yuda leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Sector Performance - Xingwang Yuda (002829) closed at 29.63, up 6.39% with a trading volume of 219,200 shares and a transaction value of 638 million [1] - Aerospace Electronics (600879) closed at 11.48, up 4.74% with a trading volume of 1,590,600 shares and a transaction value of 1.842 billion [1] - China Satellite (600118) closed at 45.75, up 2.81% with a trading volume of 816,300 shares and a transaction value of 374.3 million [1] - Other notable performances include Zhongtian Rocket (003009) up 0.76% and LIGONG Navigation (688282) up 0.22% [1] Capital Flow Analysis - The aerospace equipment sector saw a net outflow of 24.7098 million from institutional investors, while retail investors experienced a net outflow of 88.2521 million [1] - Conversely, speculative funds recorded a net inflow of 113 million [1] - Aerospace Electronics had a net inflow of 99.7684 million from institutional investors, while retail investors saw a net outflow of 7.5183 million [2] - Xingwang Yuda experienced a net inflow of 54.7523 million from institutional investors but a significant net outflow of 5.50624 million from retail investors [2]

Core Insights - The aerospace equipment sector experienced a 2.63% increase on November 7, with Aerospace Hanyu leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Sector Performance - Aerospace Hanyu (688523) closed at 26.99, up 7.06% with a trading volume of 159,200 shares and a transaction value of 417 million [1] - China Satellite (600118) closed at 44.50, up 3.63% with a trading volume of 699,300 shares and a transaction value of 3.065 billion [1] - China Telecom (601698) closed at 22.33, up 3.38% with a trading volume of 748,300 shares and a transaction value of 1.652 billion [1] - New Meeting National Science (300722) closed at 32.52, up 1.15% with a trading volume of 96,600 shares and a transaction value of 317 million [1] - Aerospace Electronics (600879) closed at 10.96, up 0.83% with a trading volume of 518,500 shares and a transaction value of 562 million [1] - Zhongtian Rocket (003009) closed at 52.78, up 0.61% with a trading volume of 35,800 shares and a transaction value of 2.668 million [1] - Ligong Navigation (688282) closed at 50.61, down 0.76% with a trading volume of 5,096 shares and a transaction value of 2.591 million [1] - StarNet Yuda (002829) closed at 27.85, down 2.45% with a trading volume of 154,100 shares and a transaction value of 431 million [1] Capital Flow - The aerospace equipment sector saw a net inflow of 437 million from institutional investors and 153 million from retail investors, while retail investors had a net outflow of 590 million [1] - China Telecom (601698) had a net inflow of 217 million from institutional investors, while retail investors experienced a net outflow of 208 million [2] - China Satellite (600118) had a net inflow of 178 million from institutional investors, with retail investors seeing a net outflow of 259 million [2] - Aerospace Hanyu (688523) had a net inflow of 29.639 million from institutional investors, while retail investors had a net outflow of 47.753 million [2] - Aerospace Electronics (600879) had a net inflow of 18.672 million from institutional investors, with retail investors experiencing a net outflow of 27.995 million [2] - New Meeting National Science (300722) had a net inflow of 13.292 million from institutional investors, while retail investors had a net outflow of 18.318 million [2] - Ligong Navigation (688282) had a net inflow of 803,500 from institutional investors, with retail investors seeing a net outflow of 2.184 million [2] - StarNet Yuda (002829) had a net outflow of 8.372 million from institutional investors, while retail investors had a net inflow of 41.988 million [2] - Zhongtian Rocket (003009) had a net outflow of 11.797 million from institutional investors, while retail investors had a net inflow of 689,360 [2]

Core Viewpoint - Xinyu Guoke is a significant player in the domestic explosives industry, established in 2008 and listed in 2017, with a focus on military and civilian integration [1] Group 1: Business Performance - In Q3 2025, Xinyu Guoke reported revenue of 262 million yuan, ranking 7th among 8 companies in the industry, with the top company, Aerospace Electronics, generating 8.835 billion yuan [2] - The company's net profit for the same period was 48.247 million yuan, placing it 4th in the industry, while the leading company, China Satellite, reported a net profit of 335 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Xinyu Guoke's debt-to-asset ratio was 24.98%, lower than the previous year's 26.30% and below the industry average of 31.57% [3] - The gross profit margin for Q3 2025 was 48.30%, an increase from 43.44% year-on-year, and higher than the industry average of 27.92% [3] Group 3: Executive Compensation - The chairman, Yuan Yougen, received a salary of 664,000 yuan in 2024, an increase of 34,000 yuan from 2023 [4] - The general manager, Liu Aiping, also saw a salary increase from 510,000 yuan in 2023 to 664,000 yuan in 2024, an increase of 154,000 yuan [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.62% to 30,200, while the average number of shares held per shareholder increased by 1.65% to 9,176.88 [5]

Core Viewpoint - The aerospace equipment sector experienced a decline of 0.41% on October 30, with significant losses in individual stocks, particularly in the case of Ligong Navigation, which fell by 11.39% [1] Market Performance - The Shanghai Composite Index closed at 3986.9, down 0.73% - The Shenzhen Component Index closed at 13532.13, down 1.16% [1] Individual Stock Performance - China Satellite (600118) saw a closing price of 44.55, with an increase of 4.82% and a trading volume of 1.1121 million shares, totaling 487.6 million yuan - China Satcom (601698) closed at 22.22, down 0.40%, with a trading volume of 760,700 shares, totaling 1.699 billion yuan - Newyu Guoke (300722) closed at 32.30, down 1.34%, with a trading volume of 70,400 shares, totaling 22.8 million yuan - StarNet Yuda (002829) closed at 27.32, down 2.22%, with a trading volume of 160,200 shares, totaling 443 million yuan - Aerospace Huayu (688523) closed at 25.11, down 2.75%, with a trading volume of 105,500 shares, totaling 267 million yuan - Zhongtian Rocket (003009) closed at 54.79, down 3.35%, with a trading volume of 76,300 shares, totaling 421 million yuan - Aerospace Electronics (600879) closed at 11.29, down 4.48%, with a trading volume of 1.385 million shares, totaling 1.567 billion yuan - Ligong Navigation (688282) closed at 53.07, down 11.39%, with a trading volume of 30,400 shares, totaling 16.8 million yuan [1] Capital Flow Analysis - The aerospace equipment sector saw a net inflow of 40.7829 million yuan from institutional investors, while retail investors experienced a net outflow of 160 million yuan - The overall net inflow from speculative funds was 119 million yuan [1] Detailed Capital Flow for Individual Stocks - China Satellite (600118) had a net inflow of over 354 million yuan from institutional investors, while retail investors had a net outflow of 391 million yuan - Ligong Navigation (688282) experienced a net inflow of 499,150 yuan from institutional investors, but a net outflow of 1.54314 million yuan from speculative funds - Newyu Guoke (300722) had a net outflow of 22.4605 million yuan from institutional investors, but a net inflow of 26.0948 million yuan from retail investors - Aerospace Huayu (688523) saw a net outflow of 30.4828 million yuan from institutional investors, with a net inflow of 15.3996 million yuan from speculative funds - StarNet Yuda (002829) had a net outflow of 35.3566 million yuan from institutional investors, but a net inflow of 54.9708 million yuan from retail investors - Zhongtian Rocket (003009) experienced a net outflow of 39.3143 million yuan from institutional investors, with a net inflow of 26.8697 million yuan from retail investors - China Satcom (601698) had a net outflow of 40.9137 million yuan from institutional investors, but a net inflow of 62.1140 million yuan from speculative funds - Aerospace Electronics (600879) saw a net outflow of 150 million yuan from institutional investors, with a net inflow of 30.7196 million yuan from speculative funds [2]

Core Viewpoint - The aerospace equipment sector experienced a 2.67% increase on October 29, with China Satellite leading the gains, while the overall market indices also showed positive performance [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4016.33, up 0.7% - The Shenzhen Component Index closed at 13691.38, up 1.95% [1] Group 2: Individual Stock Performance - China Satellite (600118) closed at 42.50, up 5.64% with a trading volume of 927,800 shares and a turnover of 3.934 billion - Zhongtian Rocket (003009) closed at 56.69, up 4.13% with a trading volume of 117,500 shares and a turnover of 654 million - Xingwang Yuda (002829) closed at 27.94, up 3.25% with a trading volume of 217,700 shares and a turnover of 607 million - Zhongyuan Wantong (601698) closed at 22.31, up 2.01% with a trading volume of 694,300 shares and a turnover of 1.552 billion - Ligong Navigation (688282) closed at 59.89, up 1.59% with a trading volume of 13,100 shares and a turnover of 78.0448 million - Aerospace Electronics (600879) closed at 11.82, up 0.94% with a trading volume of 779,900 shares and a turnover of 924 million - Aerospace Huaiyu (688523) closed at 25.82, up 0.70% with a trading volume of 101,400 shares and a turnover of 26.1 million - Xinhui Guoke (300722) closed at 32.74, up 0.68% with a trading volume of 92,800 shares and a turnover of 302 million [1] Group 3: Fund Flow Analysis - The aerospace equipment sector saw a net outflow of 17.0682 million from institutional investors and a net outflow of 78.4159 million from retail investors, while there was a net inflow of 95.4841 million from individual investors [1] - China Satellite (601698) had a net outflow of 1.90 million from institutional investors, with retail investors contributing a net inflow of 2.48 million [2] - Zhongtian Rocket (003009) experienced a net inflow of 31.6454 million from institutional investors, while retail investors had a net outflow of 2.77732 million [2]

Core Insights - The aerospace equipment sector experienced a slight increase of 0.21% on October 28, with LIGONG Navigation leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - LIGONG Navigation (688282) closed at 58.95, up 4.15% with a trading volume of 19,700 lots and a transaction value of 114 million [1] - Aerospace Huayu (688523) closed at 25.64, up 3.64% with a trading volume of 162,900 lots and a transaction value of 421 million [1] - Xinyu Guoke (300722) closed at 32.52, up 2.81% with a trading volume of 128,800 lots and a transaction value of 420 million [1] - StarNet Yuda (002829) closed at 27.06, up 1.16% with a trading volume of 222,400 lots and a transaction value of 605 million [1] - China Satellite (600118) closed at 40.23, down 0.42% with a trading volume of 767,100 lots and a transaction value of 3.112 billion [1] Capital Flow - The aerospace equipment sector saw a net outflow of 232 million from institutional investors and 49.48 million from retail investors, while retail investors had a net inflow of 282 million [1] - New Yuguoke (300722) had a net inflow of 29.54 million from institutional investors, while retail investors experienced a net outflow of 49.00 million [2] - LIGONG Navigation (688282) had a net inflow of 15.49 million from institutional investors, with a net outflow of 17.36 million from retail investors [2] - China Satellite (600118) had a significant net inflow of 211 million from retail investors despite a net outflow of 18.30 million from institutional investors [2]

Core Viewpoint - The stock of Xinyu Guoke has shown a significant increase in price and trading activity, reflecting investor interest and market dynamics [1][2]. Group 1: Stock Performance - As of October 28, Xinyu Guoke's stock price rose by 2.02% to 32.27 CNY per share, with a trading volume of 113 million CNY and a turnover rate of 1.28%, resulting in a total market capitalization of 8.931 billion CNY [1]. - Year-to-date, the stock has increased by 20.23%, with a 5-day increase of 5.11%, a 20-day increase of 1.45%, and a 60-day decrease of 15.39% [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on July 21, where it recorded a net purchase of 133 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Xinyu Guoke reported a revenue of 262 million CNY, a year-on-year decrease of 17.89%, and a net profit attributable to shareholders of 48.19 million CNY, down 26.72% year-on-year [2]. - The company has distributed a total of 257 million CNY in dividends since its A-share listing, with 116 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of October 20, 2025, the number of shareholders for Xinyu Guoke was 30,100, a decrease of 1.52% from the previous period, with an average of 9,187 circulating shares per shareholder, an increase of 1.54% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 1.9995 million shares, an increase of 1.6246 million shares compared to the previous period [3].

Core Insights - The aerospace equipment sector experienced a 1.44% increase on October 27, with Zhongtian Rocket leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Sector Performance - Zhongtian Rocket (003009) closed at 54.92, up 4.23% with a trading volume of 148,300 shares and a transaction value of 800 million [1] - China Satellite (600118) closed at 40.40, up 3.27% with a trading volume of 1,251,600 shares and a transaction value of 503.5 million [1] - Aerospace Electronics (600879) closed at 11.72, up 1.82% with a trading volume of 1,030,800 shares and a transaction value of 1.201 billion [1] - Other notable performances include China (601698) at 21.83, up 0.55%, and XWUD (002829) at 26.75, down 0.34% [1] Capital Flow - The aerospace equipment sector saw a net outflow of 546 million from institutional investors, while retail investors contributed a net inflow of 440 million [1] - The detailed capital flow for individual stocks shows that Zhongtian Rocket had a net outflow of 4.5231 million from institutional investors but a net inflow of 48.4148 million from retail investors [2] - Other stocks like Newyu Guoke (300722) and Aerospace Electronics (600879) also experienced varying levels of net inflow and outflow from different investor categories [2]

Core Insights - The aerospace equipment sector experienced a significant increase of 6.66% on October 24, with Aerospace Hanyu leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Sector Performance - Aerospace Hanyu (688523) saw a closing price of 24.95, with a rise of 11.88% and a trading volume of 248,100 shares, amounting to a transaction value of 644 million [1] - China Satellite (600118) closed at 39.12, up 10.01%, with a trading volume of 544,100 shares and a transaction value of 2.106 billion [1] - Zhongtian Rocket (003009) closed at 52.69, up 10.00%, with a trading volume of 60,400 shares and a transaction value of 313 million [1] - China (601698) closed at 21.71, up 6.27%, with a trading volume of 1,980,200 shares and a transaction value of 2.125 billion [1] - Newhui Guoke (300722) closed at 31.77, up 4.30%, with a trading volume of 118,200 shares and a transaction value of 37.9 million [1] - Aerospace Electronics (600879) closed at 11.51, up 4.16%, with a trading volume of 1,364,600 shares and a transaction value of 1.588 billion [1] - Ligong Navigation (688282) closed at 57.03, up 3.43%, with a trading volume of 13,200 shares and a transaction value of 7.566 million [1] - Xingwang Yuda (002829) closed at 26.84, up 2.60%, with a trading volume of 400,900 shares and a transaction value of 1.104 billion [1] Capital Flow - The aerospace equipment sector saw a net inflow of 893 million from main funds, while retail funds experienced a net outflow of 460 million [1] - The main fund inflow for China Satellite (600118) was 626 million, accounting for 29.74%, while it faced a retail outflow of 293 million [2] - Zhongtian Rocket (003009) had a main fund inflow of 89 million, representing 28.48%, with a retail outflow of 422 million [2] - Aerospace Hanyu (688523) recorded a main fund inflow of 105 million, making up 16.28%, while retail funds saw an outflow of 423 million [2] - Newhui Guoke (300722) had a main fund inflow of 28 million, with a retail outflow of 468 million [2]