以下文章来源于e公司 ，作者证券时报 叶玲珍 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 1月8日晚间，北方长龙（301357）发布公告称，拟以支付现金方式购买沈阳顺义科技股份有限公司（以下简称" 顺义科技 "）51%股份， 如交易顺利完成，顺义科技将成为公司的控股子公司。本次交易预计构成重大资产重组，不会导致公司控股股东和实际控制人发生变更。筹 划本次收购事项，公司股票不停牌。 目前，北方长龙已与顺义科技股东签署意向协议，但交易仍处于筹划阶段，具体交易方式及交易条款尚需进一步协商和论证。 根据公告，顺义科技成立于 2 012 年，聚焦智能控制技术，主营健康管理系统、智能检测设备、模拟仿真设备、维修保障设备、智能控制系 统五大产品领域的研制、生产及销售，产品主要应用于国防科技领域。 股权结构显示， 李英顺直接 持有 顺义科技 54.34% 股权， 并 通过 员工持股平台 杭州雅琪格投资管理合伙企业（有限合伙） 间接 ...

1月8日晚间，北方长龙（301357）发布公告称，拟以支付现金方式购买沈阳顺义科技股份有限公司（以下 简称"顺义科技"）51%股份，如交易顺利完成，顺义科技将成为公司的控股子公司。本次交易预计构成重 大资产重组，不会导致公司控股股东和实际控制人发生变更。筹划本次收购事项，公司股票不停牌。 从所处业务领域来看，北方长龙与顺义科技同属军工板块，在业务及市场资源方面或具备一定协同性。资 料显示，北方长龙专注于军事装备领域，主要从事以非金属复合材料的性能研究、工艺结构设计和应用技 术为核心的军用车辆配套装备的研发、设计、生产和销售业务。 从业务规模和盈利能力来看，顺义科技后续若能并表，将有望提振北方长龙业绩。 2024年度，北方长龙营收为1.08亿元，净利润-1089万元；2025年前三季度营收、净利分别为1.22亿元、 1128.85万元。 相较而言，顺义科技业务体量和盈利水平更高。根据此前慈星股份在交易预案中披露的数据，顺义科技 2023年度、2024年度营业收入分别为2.84亿元、2.25亿元，净利润分别为2771.60万元、5487.97万元。 股权结构显示，李英顺直接持有顺义科技54.34%股权，并通过员工 ...

"股神"巴菲特卸任伯克希尔・哈撒韦公司（BRK_A.N）公司CEO后，其接班人格雷格·阿贝尔的薪酬备受关注。 伯克希尔公司周二（1月6日）提交的一份监管文件中披露，新任首席执行官格雷格・阿贝尔的年度现金薪酬将达到2500万美元，这一数字远超其前任巴菲 特数十年来担任该职务时10万美元的年薪。 | | Trading | Name of each exchange | | --- | --- | --- | | Title of each class | Symbols | on which registered | | Class A Common Stock | BRK.A | New York Stock Exchange | | Class B Common Stock | BRK B | New York Stock Exchange | | 1.125% Senior Notes due 2027 | BRK27 | New York Stock Exchange | | 2.150% Senior Notes due 2028 | BRK28 | New York Stock Exchange | ...

募集配套资金最终发行数量将在中国证监会注册后，按照《注册管理办法》的相关规定，根据询价 结果最终确定。若未来证券监管机构对募集配套资金的相关规定颁布新的法规或监管意见，上市公司将 根据新的法规和监管意见予以调整。 本次交易预计构成关联交易。本次发行股份及支付现金购买资产前，交易对方与公司不存在关联关 系；本次发行股份及支付现金购买资产完成后，交易对方苏舟及其一致行动人合计持有公司股份的比例 预计可能超过5%，进而根据《深圳证券交易所创业板股票上市规则》相关规定，可能成为上市公司的 关联方。因此，本次交易预计可能构成关联交易。 本次交易预计构成重大资产重组。本次交易不构成重组上市。 观想科技表示，标的公司是国防科技领域重点配套单位，其深耕半导体分立器件与集成电路领域多 年，产品广泛应用于航天、航空、兵器、船舶、电子以及核物理等领域和多项国家重大工程。通过本次 交易，上市公司与标的公司在现代化ZZ及未来ZY智能装备产业链布局、技术研发、市场拓展、产品迭 代等方面将产生互补和协同效应。 中国经济网北京1月7日讯 观想科技(301213.SZ)今日复牌，股价涨停。截至发稿报82.86元，上涨 20.00%，总市值66 ...

"金穹"计划 该交易可能为AE Industrial在太空探索以及五角大楼新兴的"金色穹顶(Golden Dome)"计划中带来重大利 润增长机遇。"金色穹顶"(即"金穹"计划)是一种多层次并且基于太空体系的导弹防御架构;随着卫星部署 即将大规模增加，叠加SpaceX主导的商业航空领域迈入加速发展轨迹，AE Industrial从L3Harris Technologies所收购的这一部分航天航空推进类资产可能从中大幅受益。 智通财经APP获悉，有媒体援引知情人士透露的消息报道称，美国大型国防科技与航天航空项目承包商 L3Harris Technologies(LHX.US)正接近达成一项重磅交易，将其一组航天航空与推进业务资产组合的 60%股权出售给全球私募股权领导者之一AE Industrial Partners。这家总部位于美国的大型国防军工公司 L3Harris Technologies正在积极剥离一部分NASA业务线，以进一步聚焦美国国家安全技术发展以及导弹 优先战略。 知情人士称，该交易最早可能在当地时间周一宣布。这项与L3Harris相关联的交易也将是近几个月来全 球航天行业规模较大的交易之一，在 ...

全球财经媒体昨夜今晨共同关注的头条新闻主要有： 圣诞节美股休市交易提醒：12月25日全天暂停，多市场联动休市 2025年圣诞节，美股及全球多个金融市场进入假期休市模式。根据纽约证券交易所和纳斯达克 （23613.3069， 51.46， 0.22%）官方安排，美股将迎来短期交易调整，投资者需提前做好仓位规划与 资金安排，具体提醒如下： 12月25日（周四，圣诞节当日）美股全天休市，12月26日（周五）恢复全天正常交易。 1、圣诞节美股休市交易提醒：12月25日全天暂停，多市场联动休市 2、变现者对决制造者：2026年人工智能市场或迎分裂格局 3、华尔街认为帕兰提尔估值过高而弃之不顾，散户却对其趋之若鹜 4、乌克兰成立战后选举立法工作组 26日举行首次会议 5、黄金迎来自1979年以来最强劲一年 贵金属市场表现亮眼 6、穆迪首席经济学家：美联储2026年可能会多次降息 变现者对决制造者：2026年人工智能市场或迎分裂格局 2026年人工智能市场或将迎来分裂格局。 2025年最后三个月，科技股经历了暴涨暴跌的剧烈波动——循环交易、债务发行及高估值引发市场对人 工智能泡沫的担忧。 蓝鲸增长基金首席投资官斯蒂芬·姚表 ...

来源：环球市场播报 "这一表现十分亮眼，" 专注追踪散户交易资金流向的范达公司研究副主管维拉杰·帕特尔指出，"帕兰提 尔已跻身人工智能科技领域的标杆企业行列。" 2022-2025 年散户净买入额前五的证券 年份 排名 证券代码 净买入额 2025 1 英伟达（NVDA） 368 亿美元 2 特斯拉（TSLA） 171 亿美元 3 标 准普尔 500 指数 ETF（SPY） 142 亿美元 4 纳斯达克 100 指数 ETF（QQQ） 128 亿美元 5 帕兰提尔 （PLTR） 80 亿美元 2024 1 英伟达（NVDA） 307 亿美元 2 标准普尔 500 指数 ETF（SPY） 157 亿美元 3 特斯拉（TSLA） 153 亿美元 4 纳斯达克 100 指数 ETF（QQQ） 101 亿美元 5 超威半导体（AMD） 100.4 亿美元 2023 1 特斯拉（TSLA） 480 亿美元 2 标准普尔 500 指数 ETF（SPY） 389 亿美元 3 纳斯 达克 100 指数 ETF（QQQ） 155 亿美元 4 英伟达（NVDA） 114 亿美元 5 亚马逊（AMZN） 90 亿美元 2022 1 ...

英国国防创新机构称，这笔资金其中一部分将用于无人机及反无人机技术研发，应对"无人机入侵威 胁"，保护英国本土及盟友安全。其余资金将投向多个重点项目，包括为海军研发"亚瑟王神剑"人工智 能无人潜艇；补充"龙火"激光武器系统研发投入，该系统将于2027年安装到45型驱逐舰上；研发全尺寸 自主直升机、空射协同无人机等新型装备。 希利表示，这一投资响应了《战略防务评估报告》的要求，旨在让英国军队处于北约创新前沿。 英国政府强调，此次投资不仅将提升英国在新安全威胁下的本土安全与国际影响力，还将推动国防产业 成为经济增长引擎。(完) 英国国防创新机构于今年7月由国防大臣希利宣布成立，是英国国防部内部的创新核心机构，年度专项 预算不低于4亿英镑。该机构采用新型合同模式，助力英国企业快速推进创新原型产品规模化。 中新社伦敦12月15日电 (欧阳开宇 刘施岑)英国国防创新机构15日宣布，将在一年内投入超过1.42亿英 镑，用于无人机及反无人机技术等重点国防项目研发，以强化英国国防能力并支持本土国防企业发展。 ...

Financial Data and Key Metrics Changes - Backlog as of October 31, 2025, was approximately $15 million, an increase of $11.2 million year-over-year, reflecting conversion of opportunities across various sectors [7] - Pipeline expanded to $137.5 million, up $53.2 million year-over-year, indicating larger and more strategic opportunities [7] - Revenue for the quarter was $0.4 million, down from $2.4 million in the prior period, primarily due to delays in deliverables [8] - Gross profit for the quarter was a loss of $1.4 million compared to a profit of $0.8 million in the prior year [8] - Operating expenses increased to $8.8 million for the quarter, up from $4.7 million in the prior year, largely due to higher non-cash stock-based compensation [9] - Net losses for the quarter were $10.8 million, compared to $3.9 million in the prior year [9] Business Line Data and Key Metrics Changes - Eight Autonomous Surface Vehicles (ASVs) were delivered during the quarter, supporting demonstrations and ongoing user trials [8] - The company maintained steady ASV deliveries and advanced PowerBuoy readiness for national security missions [5] Market Data and Key Metrics Changes - The company is seeing increased demand across defense, government security, offshore energy, and commercial applications [4] - International demonstrations in Latin America and the UAE have validated system performance and opened avenues for follow-on work [5] Company Strategy and Development Direction - The company reorganized delivery and internal R&D teams to improve coordination and scalability as opportunities grow [6] - Focus remains on execution, reliability, and supporting customer missions with systems that perform consistently in real-world environments [10] Management's Comments on Operating Environment and Future Outlook - Management noted strengthening demand signals across core markets and regained momentum in government engagement [10] - The company is optimistic about upcoming orders and has started pre-building buoy assets for anticipated orders [17] Other Important Information - The company has been recognized as a trusted operator by AUVSI, leading to the opening of a training school for USV operators [16] - The company is actively engaged in international markets, particularly in oil and gas sectors outside the U.S. [24] Q&A Session Summary Question: Can you provide details on the pipeline and customer orders? - Management indicated a balanced mix in the pipeline, with ongoing discussions particularly in homeland security and the Department of War [13] Question: How is headcount expansion supporting the pipeline? - The company has increased headcount in delivery-focused functions and marine operations to facilitate discussions with government agencies [16] Question: Will the government shutdown impact future revenues? - Management noted an uptick in pace and is optimistic about shipping efforts shortly, although it is uncertain if the impact will be additive or merely a push-out [17] Question: How has recent regulatory news affected momentum in wind energy? - The company remains engaged in offshore energy sectors outside the U.S., particularly in the UAE, and is focused on lowering operational costs for international clients [23] Question: How does the company differentiate between pipeline and backlog? - Pipeline consists of qualified opportunities under NDA, while backlog includes confirmed contracts and purchase orders [26]

Financial Data and Key Metrics Changes - The company reported record second quarter revenue of nearly $473 million, representing a 151% increase year-over-year, or a 9% increase on a pro forma basis [24][25] - Adjusted EBITDA for Q2 was $45 million, up from $25.9 million in the previous year, with EBITDA as a percentage of revenue at 9.5% [29][30] - The company raised the lower end of its Fiscal Year 2026 revenue guidance, now expecting revenues between $1.95 billion and $2 billion, reflecting nearly a 15% growth over pro forma FY25 results [8][33] Business Line Data and Key Metrics Changes - The AXS segment recognized $302 million in revenue, a 15.7% increase over FY25 pro forma revenues, driven by precision strike and counter-UAS products, which saw nearly a 38% increase [25] - The space, cyber, and directed energy segment reported $171 million in revenue, similar to pro forma results from the same quarter last year, with space and directed energy products growing over 20% [26] Market Data and Key Metrics Changes - The total ceiling value of new contract awards during Q2 reached $3.5 billion, marking a historic record achievement for the company [6][8] - The company ended the quarter with a funded backlog of $1.1 billion and an unfunded backlog of $2.8 billion, indicating strong future revenue visibility [24][32] Company Strategy and Development Direction - The company is focused on expanding manufacturing capacity to meet accelerating demand across several products and programs, with plans for a new facility in Salt Lake City [20][22] - The integration of BlueHalo is exceeding expectations, strengthening the company's capabilities and positioning it as a next-generation defense tech company [7][21] Management's Comments on Operating Environment and Future Outlook - Management highlighted the defense industry is at an inflection point, with the U.S. Department of War committed to agile procurement practices favoring companies that invest in innovative solutions [9][36] - The company is well-positioned to capitalize on the transformation towards cost-efficient autonomous drones and counter-drone systems enabled by AI and machine learning [9][10] Other Important Information - The company launched several innovative products, including the next generation of Switchblade loitering munitions and the Vapor Compact Long-Endurance Helicopter, enhancing its product portfolio [13][15] - The company secured a significant $240 million contract for long-haul laser communication terminals, a critical step for future space networks [16][70] Q&A Session Summary Question: Current schedule of SCAR program and its contribution - Management confirmed that the SCAR program is transitioning from development to product delivery, which is expected to ramp up revenue and improve margins in the second half of the year [38][39] Question: Drivers of profitability and margin progression - Management indicated that product revenue mix will improve, leading to higher adjusted gross margins in Q4, driven by the transition to fixed-price product revenues [40][41] Question: Growth levels by product, specifically Switchblade - Management noted that Switchblade is the fastest-growing product in the precision strike category, with significant growth year-over-year [48][50] Question: International opportunities for TUAS platforms - Management highlighted that the nearly $900 million sole-source IDIQ contract includes international sales opportunities, with favorable margins compared to domestic sales [87][89]