证券代码：688522 证券简称：纳睿雷达 公告编号：2025-060 号 广东纳睿雷达科技股份有限公司 关于公司 2025 年度"提质增效重回报"专项行动方案的 半年度评估报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 为践行"以投资者为本"的上市公司发展理念，坚守维护股东利益的承诺，树立 良好市场形象，助力市场信心提振、资本市场稳定和经济高质量发展，广东纳睿雷达 科技股份有限公司（以下简称"公司"）于 2025 年 4 月 19 日发布《关于公司 2025 年 度"提质增效重回报"行动方案的公告》，为公司 2025 年度提质增效重回报行动制定 出明确的工作方向。公司根据行动方案内容，积极开展和落实各项工作，现将 2025 年上半年的主要工作成果报告如下： 一、聚焦主业发展，提升核心竞争力 公司是国内掌握全极化有源相控阵雷达关键核心技术并较早实现双极化（双偏振） 有源相控阵雷达产业化的企业。自成立以来，公司以科技创新为驱动，专注于提供全 极化有源相控阵雷达探测系统解决方案。公司目前所生产的产品主要为 X 波段双极化 （ ...

证券代码：688522 证券简称：纳睿雷达 公告编号：2025-057 号 广东纳睿雷达科技股份有限公司 第二届董事会第十一次会议决议公告 本议案已经公司第二届董事会审计委员会第八次会议审议通过，并同意提交董事 会审议。 议案表决情况：有效表决票 5 票，同意 5 票，反对 0 票，弃权 0 票。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 广东纳睿雷达科技股份有限公司（以下简称"公司"）董事会于 2025 年 8 月 15 日以书面形式发出会议通知，于 2025 年 8 月 25 日在公司会议室以现场结合通讯方式 召开会议并作出本董事会决议。本次会议由公司董事长包晓军先生召集并主持，会议 应出席董事 5 名，实际出席董事 5 名。本次会议召开符合《中华人民共和国公司法》 《中华人民共和国证券法》等法律、法规、规范性文件和《广东纳睿雷达科技股份有 限公司章程》（以下简称"《公司章程》"）《广东纳睿雷达科技股份有限公司董事会议 事规则》的有关规定，会议决议合法、有效。 二、董事会会议审议情况 （一） ...

证券代码：688522 证券简称：纳睿雷达 公告编号：2025-059 号 广东纳睿雷达科技股份有限公司 关于2025年半年度利润分配方案的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 每股分配比例：每10股派发现金红利人民币0.5元（含税），不以资本公 积金转增股本，不送红股。 本次利润分配以实施权益分派股权登记日登记的总股本扣除广东纳睿 雷达科技股份有限公司（以下简称"公司"）回购专用证券账户中股份为基数， 具体日期将在权益分派实施公告中明确。 在实施权益分派的股权登记日前公司应分配股数（总股本扣除公司回购 专用证券账户股份余额）发生变动的，拟维持每股分配比例不变，相应调整分配 总额，并将另行公告具体调整情况。 本次利润分配方案已经公司第二届董事会第十一次会议、第二届董事会 审计委员会第八次会议审议通过。根据2024年年度股东大会的授权，本次利润分 配方案在公司董事会决策权限范围内，无需提交公司股东会审议。 一、利润分配方案内容 截至2025年6月30日，2025年半年度合并口径归属于母公司股东的净 ...

广东纳睿雷达科技股份有限公司2025 年半年度报告 重要提示 广东纳睿雷达科技股份有限公司2025 年半年度报告 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司代码：688522 公司简称：纳睿雷达 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险，敬请查阅本报告第三节 "管理层讨论与分析"之"四、风险因素"。敬请广大投资者注意投资风险。 广东纳睿雷达科技股份有限公司 2025 年半年度报告 1 / 194 如在本次实施权益分派的股权登记日之前，因可转债转股/回购股份/股权激励授予股份回购注 销/重大资产重组股份回购注销等致使公司总股本发生变动的，公司拟维持每股分配金额不变，相 应调整分配总额，并将另行公告具体调整情况。 本次利润分配方案已经公司第二届董事会第十一次会议、第二届董事会审计委员会第八次会 议审议通过。根据 2024 年年度股东大会的授权，本次利润分配方案在公司董事会决策权限范围内， 无需提交公司股东会审议。 七、 是否存在公司治理特殊安排等重要事项 □适用 ...

Core Insights - The company reported a significant increase in revenue and net profit for the first half of the year, indicating strong financial performance [1] Financial Performance - The company achieved operating revenue of 155 million yuan, representing a year-on-year growth of 112.84% [1] - The net profit attributable to shareholders reached 56.946 million yuan, showing a remarkable year-on-year increase of 866.97% [1] - Basic earnings per share were reported at 0.19 yuan [1]

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 155 million yuan, a year-on-year growth of 112.84% [1] - Net profit attributable to shareholders was 56.9466 million yuan, reflecting a remarkable year-on-year increase of 866.97% [1] - The net profit after deducting non-recurring gains and losses was 53.418 million yuan, which is a 458.11% increase compared to the same period last year [1] Revenue and Profit Growth - The substantial growth in revenue and profit is primarily attributed to a significant increase in new contracts for phased array weather radar, leading to accelerated confirmation of existing orders [1] - The improvement in cash collection from receivables has also contributed to a reduction in bad debt provisions, enhancing overall profitability [1] Dividend Distribution - The company plans to distribute a cash dividend of 0.5 yuan for every 10 shares to all shareholders [1]

Core Viewpoint - The company, Narui Radar, reported significant growth in its half-year financial results for 2025, with a notable increase in both revenue and net profit, driven by new contracts and accelerated revenue recognition from existing orders [1] Financial Performance - The company's operating revenue for the first half of 2025 reached 155 million yuan, representing a year-on-year increase of 112.84% [1] - Net profit amounted to 56.9466 million yuan, showing a remarkable year-on-year growth of 866.97% [1] Dividend Distribution - The company plans to distribute a cash dividend of 0.5 yuan (including tax) for every 10 shares to all shareholders [1] Revenue Drivers - The significant increase in net profit is primarily attributed to a substantial rise in the contract amount for new phased array hydrological radar contracts [1] - The acceleration in revenue recognition from existing phased array weather radar orders has also contributed to the substantial growth in operating revenue and improved profitability [1] - Faster collection of receivables has led to a reduction in the provision for bad debts [1]

Market Overview - The net inflow of main funds in the Shanghai and Shenzhen markets reached 25.419 billion yuan, with the Sci-Tech Innovation Board seeing a net inflow of 6.497 billion yuan [1] - A total of 278 stocks experienced net inflows, while 309 stocks faced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 470 stocks rose, with 6 stocks hitting the daily limit, including Shengmei Shanghai and Yuntian Lefe [1] - 112 stocks declined in value [1] Key Stocks with Significant Fund Inflows - The top three stocks with the highest net inflows were: - SMIC (中芯国际) with a net inflow of 2.579 billion yuan, ranking first [2] - Haiguang Information (海光信息) with a net inflow of 1.459 billion yuan [2] - Lanke Technology (澜起科技) with a net inflow of 481.64 million yuan [2] Stocks with Continuous Fund Inflows - A total of 56 stocks have seen continuous net inflows for more than three trading days, with Huahai Qingke (华海清科) leading at 10 consecutive days [2] - The stocks with the most extended net outflows included Fudan Zhangjiang (复旦张江) with 15 consecutive days of outflows [2] Fund Inflow Rankings - The top stocks by net inflow and their respective data include: - SMIC (中芯国际): 2.579 billion yuan, 12.69% inflow rate, 14.19% increase [2] - Haiguang Information (海光信息): 1.459 billion yuan, 10.97% inflow rate, 20.00% increase [2] - Lanke Technology (澜起科技): 481.64 million yuan, 7.00% inflow rate, 8.70% increase [2] Summary of Fund Outflows - The stock with the highest net outflow was Yingshi Innovation (影石创新) with a net outflow of 332 million yuan and a decline of 4.34% [1] - Other notable outflows included Sainuo Medical (赛诺医疗) and Tiebian Heavy Industry (铁建重工) with outflows of 223 million yuan and 143 million yuan, respectively [1]

申万宏源证券表示，9月3日阅兵前，自主可控和国防军工板块存在脉冲机会。历史经验显示，重大阅兵 事件对军工股具有显著催化作用。当前距离阅兵仅剩一个月，市场预期持续升温。 航空航天ETF（159227） 为全市场规模最大的航空类ETF，紧密跟踪国证航天指数，深度聚焦军工空天 核心领域。该指数高度集中，申万一级军工行业占比高达97.86%，堪称全市场"军工纯度"最高的指数； 其成分股中，航空航天装备权重占比达66.8%，显著超越中证军工与中证国防指数。 （文章来源：每日经济新闻） 8月22日，A股三大指数集体上涨，国防军工盘中触底回升。截至10:49，航空航天ETF（159227）拉升 翻红，涨幅0.75%，成交额达1.03亿元，稳居同类第一。持仓股迈信林涨超7%，中航成飞涨超4%，振华 风光、纳睿雷达、华秦科技、天奥电子、洪都航空等股跟涨。 现代战争中，空中力量的作用日益凸显，使得航空装备成为各国军队建设的重点，行业技术门槛极高， 涉及众多高端技术和复杂工艺，在军工产业链中的价值量占比较高，是军工板块的核心方向。 ...

Core Viewpoint - The energy storage industry is witnessing significant project wins, with multiple companies securing contracts for large-scale energy storage systems, indicating a growing market demand and investment in energy storage solutions [2][8]. Group 1: Project Wins and Contracts - Hai Chen Energy Storage has won a major contract for a 1GW/4GWh energy storage project in Saudi Arabia, highlighting the international expansion of Chinese energy storage companies [2]. - Xinjiang Afanti Yue Water Power has been awarded a contract for a 200MW/800MWh energy storage project, marking the first time a local state-owned enterprise has entered the energy storage system integration market [2][5]. - Three companies, including Xinjiang Yue Water Power, CRRC Zhuzhou Electric Locomotive Research Institute, and Sungrow Power Supply, have been shortlisted for the procurement of an 800MWh energy storage system in Xinjiang [3][4]. Group 2: Financial Details of Contracts - The total contract value for the shortlisted companies in the Xinjiang project amounts to approximately 537 million yuan [2]. - The bid prices for the shortlisted candidates in the Xinjiang project are as follows: Xinjiang Yue Water Power at 35.04 million yuan, CRRC Zhuzhou at 34 million yuan, and Sungrow at approximately 36.36 million yuan [4]. - Shanghai Hope Architectural Design has signed a procurement contract worth 232 million yuan for a 200MW/400MWh shared energy storage demonstration project [8][9]. Group 3: Additional Project Information - The project by *ST Energy involves a 100MW/300MWh energy storage station with a total contract value of approximately 305 million yuan, emphasizing the company's capabilities in project execution [10]. - The procurement for the Xinjiang project includes various essential equipment such as transformers, GIS switchgear, and lithium iron phosphate battery storage systems [5].