【导读】创新药概念股再度活跃，电子元器件、商业航天板块多股涨停， 西测测试开盘不到1分钟，"垂直"20%涨停 中国基金报记者李智 一起来看下最新的市场情况及资讯。 7月3日早盘，A股三大指数涨跌不一。截至发稿，沪指跌0.21%，深成指涨0.32%，创业板指涨0.78%。 | 上证指数 | | 深证成指 | 北证50 | | --- | --- | --- | --- | | 3447.61 | | 10445.52 | 1434.79 | | -7.19 | -0.21% | +32.89 +0.32% | -4.37 -0.30% | | 科创50 | | 创业板指 | 万得全A | | 981.94 | | 2140.22 | 5309.65 | | -0.70 | -0.07% | +16.51 +0.78% | +1.88 +0.04% | 板块方面，创新药概念股再度活跃，消费电子概念股强势走高，电子元器件板块多股涨停，而锂电、煤炭、多元金融等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | -- ...

证券代码：301306 证券简称：西测测试 公告编号：2025-025 西安西测测试技术股份有限公司 关于合计持股 5%以上股东减持股份触及 1%整数倍的公告 合计持股 5%以上股东宁波梅山保税港区丰年君悦投资合伙企业（有限合 伙）、成都川创投丰年君传军工股权投资基金合伙企业（有限合伙）、宁波梅 山保税港区丰年君和股权投资合伙企业（有限合伙）保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本次权益变动前，丰年君悦持有公司股份数量为3,350,500股，占公司总股 本比例为3.9698%；丰年君传持有公司股份数量为2,438,600股，占公司总股本比 例为2.8893%；丰年君和持有公司股份数量为1,804,900股，占公司总股本比例为 2.1385%。丰年君悦、丰年君传及丰年君和合计持有公司股份数量7,594,000股， 占公司总股本比例为8.9976%。 本次权益变动后，丰年君悦持有公司的股份数量为2,950,500股，占公司总 股本比例为3.4959%；丰年君传持有公司的股份数量为1,988,600股，占公司总股 本比例为2.3562%；丰年君和持有公司的股份数量为1, ...

Company Overview - The company is a third-party inspection and testing service provider for military equipment and civil aircraft products, offering a comprehensive range of services including environmental and reliability testing, electronic component testing, and electromagnetic compatibility testing [2][4]. - It has established a "one-stop" service capability, integrating component selection, assembly, environmental and reliability testing, and electromagnetic compatibility testing [4][8]. Service Capabilities - The company has invested in advanced assembly lines to enhance its service capabilities, aiming to provide high reliability, efficiency, and low-cost services [4]. - The assembly business operates under the subsidiary Jitongli, providing comprehensive services including component procurement, PCBA soldering, assembly, testing, and technical support [4][8]. Laboratory Expansion - The company is expanding its laboratory presence in Beijing and Wuhan to leverage the strategic importance of these locations in the military and industrial sectors [5][6]. - The Beijing lab will serve the North China region, while the Wuhan lab will cover the Central China area, enhancing the company's national service coverage and response speed [6]. Financial Performance - In 2024, the company faced losses due to delayed capacity release and high human resource costs associated with talent acquisition and management optimization [7]. - The assembly business has been operating at a loss, primarily due to its focus on small-batch production and the need for significant investment in equipment [8]. Future Business Expectations - The company is actively positioning itself in the commercial aerospace sector, anticipating growth driven by government initiatives and market demand [9][10]. - It aims to enhance its capabilities in environmental and reliability testing, particularly for commercial aerospace applications, to capitalize on emerging market opportunities [10]. Market Strategy - The company has completed a national layout of its inspection and testing services, with a focus on military and aerospace clients, to improve market share and customer satisfaction [6][11]. - By integrating services across various locations, the company seeks to achieve operational synergies and enhance overall business growth [6][11].

证券代码：301306 证券简称：西测测试 公告编号：2025-024 西安西测测试技术股份有限公司 关于股票交易异常波动的公告 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 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 西安西测测试技术股份有限公司（以下简称"公司"）股票（证券简称：西 测测试，证券代码：301306）于2025年6月5日、2025年6月6日连续2个交易日收 盘价格涨幅累计偏离超过30%，根据《深圳证券交易所交易规则》的有关规定， 属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司董事会对公司、控股股东及实际控制人 就相关问题进行了核实，现将相关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处。 （二）公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格 产生较大影响的未公开重大信息。 （三）近期公司经营情况及内外部经营环境未发生重大变化。 （四）经核实，公司、控股股东和实际控制人不存在关于本公司的应披露 而未披露的重大事项，或处于筹划阶段的重大事项。 （五）经核实，公司控股股东、实际控制人在股票异 ...

本次权益变动前，丰年君悦持有公司股份数量为3,442,500股，占公司总股 本比例为4.0788%；丰年君传持有公司股份数量为为2,688,600股，占公司总股本 比例为3.1855%；丰年君和持有公司股份数量为2,054,900股，占公司总股本比例 为2.4347%。丰年君悦、丰年君传及丰年君和合计持有公司股份数量8,186,000 股，占公司总股本比例为9.6991%；本次权益变动后，丰年君悦持有公司股份数 量为3,350,500股，占公司总股本比例为3.9698%；丰年君传持有公司的股份数量 为2,438,600股，占公司总股本比例为2.8893%；丰年君和持有公司股份数量为 1,804,900股，占公司总股本比例为2.1385%；丰年君悦、丰年君传及丰年君和合 计持有公司股份7,594,000股，占公司总股本比例由9.6991%减少至8.9976%，股 份变动触及1%的整数倍。现将相关情况公告如下： | 1.基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 （一） | 宁波梅山保税港区丰年君悦投资合伙企业（有限合伙） | | | | 住所 | 浙江省宁波 ...

Market Overview - The Shanghai Composite Index closed at 3384.10 points, above the annual line, with a change of 0.23% [1] - The total trading volume of A-shares reached 13168.44 billion yuan [1] Stocks Breaking Annual Line - A total of 73 A-shares have broken above the annual line today, with notable stocks including: - Xicet Testing (301306) with a deviation rate of 16.57% - Hengshi Technology (300513) with a deviation rate of 11.03% - Tengda Technology (001379) with a deviation rate of 6.23% [1] Deviation Rate Rankings - The top stocks with the highest deviation rates from the annual line include: - Xicet Testing: Today's increase of 20.01% with a turnover rate of 26.75% [1] - Hengshi Technology: Today's increase of 20.05% with a turnover rate of 14.13% [1] - Tengda Technology: Today's increase of 10.00% with a turnover rate of 18.20% [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Xinwei Communication (300136) with a 7.30% increase and a deviation rate of 5.08% [1] - Dongni Electronics (603595) with a 5.88% increase and a deviation rate of 4.75% [1] - Lansi Technology (300433) with a 6.47% increase and a deviation rate of 4.43% [1]

证券代码：301306 证券简称：西测测试 公告编号：2025-022 西安西测测试技术股份有限公司 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内容的真实、准确和完整，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议案情况； （1）现场会议召开时间：2025年5月21日 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为:2025年5月21日的交易时间，即上午9:15-9:25，9:30-11:30和下午13:00- 15:00；通过深圳证券交易所互联网系统投票的具体时间为2025年5月21日9:15至 15:00期间的任意时间。 2、会议召开方式：本次股东大会采取现场表决与网络投票相结合的方式。 3、会议召开地点：西安市高新区西太路526号信息产业园一期西安西测测 试技术股份有限公司会议室。 4、会议召集人：公司董事会 5、会议主持人：董事长李泽新先生 6、本次会议的召集、召开符合《公司法》《上市公司股东会规则》等有关 法律、行政法规、部门规章、规范性文件和《西安西测测试技术股份有限公司 章程》的有关规定。 2、本次股东大会不涉及变 ...

2024 年年度股东大会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9、11、12 层 上海市锦天城律师事务所 关于 西安西测测试技术股份有限公司 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于西安西测测试技术股份有限公司 2024 年年度股东大会的法律意见书 致：西安西测测试技术股份有限公司 西安西测测试技术股份有限公司（以下简称"公司"）2024 年年度股东大会 （以下简称"本次股东大会"或"会议"）于 2025 年 5 月 21 日在公司会议室召 开。上海市锦天城律师事务所（以下简称"本所"）接受公司委托，委派律师出席 会议。根据《中华人民共和国证券法》（以下简称"《证券法》"）、《中华人民 共和国公司法》（以下简称"《公司法》"）、《上市公司股东会规则》（以下简 称"《股东会规则》"）、《西安西测测试技术股份有限公司章程》（以下简称"《公 司章程》"）的规定，本所就本次股东大会有关事宜出具本法律意见书。 律师声明： 1、本法律意见书是本所律师根据出席本次股东大会所掌握的事实和 ...

Core Viewpoint - The company held an investor meeting to discuss its 2024 performance and future plans, highlighting improvements in cash flow and R&D investments despite some financial challenges [1][2]. Financial Performance - The net cash flow from operating activities for 2024 improved by 27.81 million, although it remained negative, primarily due to increased cash outflows for employee payments [2] - R&D expenses accounted for 15.3% of revenue in 2024, with a capitalization rate of only 8.2%, indicating strict adherence to accounting standards [2] - The company plans to increase R&D investment by 35% in 2025, although it has not yet ventured into quantum detection or AI fault diagnosis technologies [2] - Revenue for 2024 grew by 33.57% year-on-year, but net profit loss expanded to 45 million, with a gross margin decline to 32.4% due to underutilized new laboratory capacity [3] Inventory and Subsidiary Performance - Inventory increased in 2024 compared to 2023, mainly due to growth in electronic assembly business [2] - The subsidiary, Xice Electronics, reported a net loss of 18 million, with the company clarifying that the technology route switching issue raised by investors is not relevant to its specific business [2] Asset and Liability Management - The asset-liability ratio rose to 49.8%, with interest-bearing debt at 36.5%, which the company considers within a normal range [3] - Long-term equity investment income decreased by 89% year-on-year, as related subsidiaries are still in the investment and certification stages [3] - Contract liabilities decreased by 28% year-on-year, with new project scales meeting expectations [3] Business Operations and Workforce - Civil aviation testing revenue accounted for less than 8% of total revenue, with the company focusing on onboard equipment testing services [3] - The total number of employees increased by 16.7%, while the proportion of testing engineers decreased to 58%, with the company enhancing its compensation incentive mechanisms [3] Cash Flow and Debt Management - Accounts receivable turnover days extended to 130 days, prompting the company to implement measures for better collection [3] - Short-term borrowings decreased by 17% year-on-year, reflecting the company's focus on cash management and debt repayment capabilities [3]

Group 1: Financial Performance - In 2024, the company's operating cash flow net amount decreased by 76.5% year-on-year, with a net profit loss of 0.45 billion [2][3] - The proportion of government subsidies to net profit reached -45%, indicating a significant loss effect [3] - Revenue in 2024 increased by 8.7% year-on-year, while net profit loss expanded to 0.45 billion [3][7] Group 2: Research and Development - R&D expenses accounted for 15.3% of revenue in 2024, with a capitalization rate of only 8.2% [3] - Planned R&D investment for 2025 is expected to grow by 35%, focusing on quantum detection and AI fault diagnosis technology [3] Group 3: Inventory and Receivables - Inventory scale increased by 29.6% year-on-year, primarily due to the growth in electronic assembly business [3] - Accounts receivable turnover days extended to 130 days, an increase of 22 days year-on-year [7] Group 4: Debt and Financing - The asset-liability ratio rose to 49.8%, with interest-bearing debt ratio at 36.5% [5] - Short-term borrowings increased by 92% year-on-year, while cash funds decreased by 34% [7] Group 5: Operational Challenges - The gross profit margin decreased to 32.4%, attributed to increased competition in military equipment testing [3][7] - The company faced challenges with inventory turnover and project acceptance cycles, impacting operational efficiency [3][5]