| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301213 | 观想科技 | 67.99 | 12.75% | 10.49万 | | 7.01亿 | | 688788 | 科思科技 | 60.61 | 8.37% | 8.81万 | | 5.15亿 | | 688011 | 新光光电 | 43.21 | 7.01% | 9.76万 | | 4.18亿 | | 301302 | 华如科技 | 26.10 | 4.48% | 1 11.47万 | | 2.96亿 | | 688132 | 邦彦技术 | 20.46 | 4.39% | 5.36万 | | 1.08亿 | | 688776 | 国光电气 | 89.72 | 4.33% | 4.68万 | | 4.15 Z | | 301592 | 六九一二 | 168.00 | 4.11% | 3.76万 | | 6.26亿 | | 688081 | 六图新科 | 22.05 | 3.13% | 3.59万 | | 7881.50万 ...

公司发布的一季报数据显示，一季度公司共实现营业收入6714.45万元，同比增长5.67%，实现净利 润-590.75万元，同比下降238.17%，基本每股收益为-0.0328元。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：久之洋最新股东户数环比下降5.81% 筹码趋向集中） 久之洋8月1日披露，截至7月31日公司股东户数为17991户，较上期（7月20日）减少1110户，环比降幅 为5.81%。这已是该公司股东户数连续第2期下降。 证券时报•数据宝统计，截至发稿，久之洋收盘价为38.66元，下跌0.49%，本期筹码集中以来股价累计 上涨1.90%。具体到各交易日，7次上涨，3次下跌。 ...

Core Viewpoint - The A-share market experienced a significant adjustment but did not show signs of panic selling, indicating a gradual increase in market confidence towards an upward trend [1] Market Overview - On Thursday, the A-share index saw a notable decline, with the Shanghai Composite Index dropping over 1% and more than 4200 stocks declining, marking the largest single-day adjustment since April 7 [1] - The trading volume reached 1.93 trillion, which is considered normal, suggesting that there was no panic selling [1] - The index has officially broken through the high point of November 8, 2024, indicating the end of the sideways movement since the fourth quarter of 2024 [1] - Concerns regarding trade conflicts have eased, and with the policy window approaching in July, the market is expected to maintain a slow upward trend amidst fluctuations [1] Future Outlook - There are multiple catalysts in various industries, leading to a more optimistic outlook for the market [2] - After the index surpassed 3500 points, two potential paths are identified: continuing the upward trend to challenge the high of October 8, 2024, or consolidating before attempting to break the 3674 high [2] - Three conditions are necessary for a direct challenge to previous highs: implementation of fiscal stimulus policies, continued global environment easing, and sustained increase in trading volume [2] Sector Highlights - The technology sector is expected to gain momentum in August, driven by various catalysts [3] - The AI conference has introduced new hotspots, indicating potential opportunities in the AI sector [3] - The trend towards domestic robotization is expected to continue, with opportunities arising in related components such as sensors and controllers [3] - The semiconductor industry remains a focus, particularly in domestic equipment, wafer manufacturing, and IC design [3] - The military industry is anticipated to see a rebound in orders by 2025, with signs of recovery in quarterly reports [3] - The innovative drug sector is expected to reach a turning point in fundamentals after a prolonged adjustment period [3] Market Review - Despite the rapid adjustment, the market maintains an upward trend, and the consolidation phase is seen as beneficial for the mid-term outlook [4] - Most sectors experienced declines, with only the computer and communication sectors showing gains, while sectors like steel, non-ferrous metals, and real estate faced significant losses [4]

广东新劲刚科技股份有限公司 第一章 总则 第一条 为规范广东新劲刚科技股份有限公司（以下简称"公司"）董事、高 级管理人员离职相关事宜，确保公司治理结构的稳定性和连续性，维护公司及股 东的合法权益，公司根据《中华人民共和国公司法》 （以下简称"《公司法》"）等 法律法规、规范性文件及《广东新劲刚科技股份有限公司章程》 （以下简称"《公 司章程》"）的有关规定，结合公司实际情况，制定本制度。 第二条 本制度适用于公司董事（含独立董事）、高级管理人员因任期届满、辞 职、被解除职务或其他原因离职的情形。 第二章 离职情形与程序 第三条 公司董事和高级管理人员可以在任期届满以前辞职，董事和高级管 理人员辞职应当向公司提交书面辞职报告，辞职报告中应说明辞职原因，公司收 到辞职报告之日辞职生效，公司将在两个交易日内披露有关情况。 第四条 如存在下列情形，在改选出的董事就任前，原董事仍应当依照法律、行 政法规、部门规章和《公司章程》的规定，继续履行董事职责，但存在相关法规另有 规定的除外： （一）董事任期届满未及时改选，或者董事在任期内辞任导致董事会成员低于 法定最低人数； （二）审计委员会成员辞任导致审计委员会成员低于法 ...

广东新劲刚科技股份有限公司 为完善公司法人治理结构，依照《中华人民共和国公司法》 第一条 公司设董事会秘书一名，为公司的高级管理人员。 第二条 董事会秘书由董事长提名，经董事会聘任或解聘，任期三年，可 以连聘连任。 第三条 董事会秘书应当具备履行职责所必需的财务、管理、法律专业知 识，具有良好的职业道德和个人品德。 第四条 有下列情形之一的人士不得担任公司董事会秘书： （一）有《公司法》第一百七十八条规定情形之一的； （二）最近三十六个月受到中国证监会行政处罚； （三）最近三十六个月受到证券交易所公开谴责或三次以上通报批评； （四）法律、法规、规范性文件和公司章程规定不适合担任董事会秘书的 其他情形。 （以下简称"《公 司法》"）等法律、法规、规范性文件和公司章程的规定，制定本制度。 （五）负责保管公司股东名册资料、董事名册、股东持股资料和董事会印 章，保管公司股东会、董事会的会议文件和记录； （六）保证有权得到公司有关记录和文件的人及时得到有关文件和记录； 第五条 公司董事或其他高级管理人员兼任董事会秘书的，同一行为不得 以双重身份作出。 公司聘请的会计师事务所的会计师和律师事务所的律师等中介机构人员及 国 ...

证券之星消息，7月31日军工电子板块较上一交易日下跌0.33%，*ST万方领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。军工电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688511 | *ST天微 | 23.79 | 15.54% | 6.90万 | | 1.56亿 | | 688629 | 华丰科技 | 57.28 | 6.29% | 25.13万 | | 14.35 Z | | 301213 | 观想科技 | 60.30 | 3.11% | 4.74万 | | 2.84亿 | | 300474 | 景嘉微 | 79.60 | 3.03% | 26.93万 | | 21.49亿 | | 301517 | 陕西华达 | 45.52 | 2.55% | 12.55万 | | 5.81亿 | | 002414 | 高德红外 | 11.74 | 2.35% | 126.59万 | | 14.91亿 ...

新光光电公告，预计2025年半年度实现营业收入约2100万元，归属于上市公司股东的净利润为-1900万 元到-2300万元，同比下降6.35%到28.74%。归属于上市公司股东的扣除非经常性损益后的净利润 为-2700万元到-3100万元，同比下降4.78%到20.30%。公司营业收入下降的主要原因是光学目标与模拟 仿真系统收入同比上年下降约65.89%，主要系公司承接的系统级项目尚处于生产及装调阶段，已交付 客户的产品涉及到大系统的联调、测试，暂未达到验收条件，项目验收周期长，预计将集中于下半年完 成交付。由于营业收入同比减少，毛利水平不足以覆盖公司的各项费用，从而导致本期出现亏损。 ...

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，广州海格防务技术有限公司成立，法定代表人为邓 珂，注册资本1000万元，经营范围包含：工程和技术研究和试验发展;电子(气)物理设备及其他电子设备 制造;通信设备制造;通信设备销售;导航终端制造;导航终端销售;智能控制系统集成;电机及其控制系统研 发;火箭控制系统研发;雷达及配套设备制造;太赫兹检测技术研发;光学仪器制造;光学仪器销售;智能无人 飞行器制造;智能无人飞行器销售;计算机软硬件及外围设备制造;计算机软硬件及辅助设备零售;计算机 系统服务;信息系统集成服务;软件开发;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广;货物进出口;技术进出口。天眼查APP股权穿透显示，该公司由海格通信、西安征途防务技术合伙企 业(有限合伙)、西安深瞳智控技术有限公司共同持股。 ...

Core Viewpoint - Guangzhou Silin Jie Technology Co., Ltd. is undergoing a significant transaction involving the acquisition of 71% equity in a target company through a combination of share issuance and cash payment, with a total transaction value of approximately 1.42 billion yuan [1][2]. Transaction Details - The company plans to pay 591 million yuan in shares to other shareholders and 900 million yuan in cash to the actual controller of the target company, with an additional 500 million yuan to be paid within 10 working days after the completion of the share transfer and fundraising [1]. - The cash portion of the transaction includes 500 million yuan sourced from raised funds, with alternative financing options available if fundraising fails, including potential bank loans covering up to 60% of the transaction price [1][2]. Performance and Compensation Arrangements - The performance compensation agreement stipulates that if the actual net profit for 2026 and 2027 falls below 90% of the promised net profit, the compensation party will be obligated to compensate for the shortfall [1][3]. - The transition period profits from the target shares will be enjoyed by the company, except for a maximum of 30% of the net profit for 2024, capped at 28 million yuan [1]. Financial Projections and Valuation - The target company is projected to achieve net profits of 90 million yuan, 120 million yuan, and 140 million yuan for the years 2025, 2026, and 2027, respectively, with a cumulative profit commitment of 540 million yuan [6][7]. - The valuation of the target company was assessed using both asset-based and income approaches, with the income approach yielding a valuation of 2.1 billion yuan, reflecting a significant increase of 128.10% compared to the asset-based valuation of 1.01 billion yuan [18][19]. Industry Context - The defense and military modernization sector is experiencing high demand, with China's defense budget projected to reach 1.78 trillion yuan in 2025, marking a 7.2% increase [11][12]. - The target company operates in a high-barrier industry with strong customer loyalty, particularly in the military sector, which is characterized by stable long-term contracts with major defense groups [11][12].

Core Viewpoint - The announcement from Leike Defense indicates that the company and its subsidiaries do not have overdue guarantees and are not involved in any litigation related to external guarantees or losses due to guarantee judgments [2] Group 1 - Leike Defense confirmed that there are no overdue guarantees [2] - The company stated that it is not involved in any lawsuits concerning external guarantees [2] - There are no losses incurred from guarantee judgments against the company [2]