6月30日，市场高开高走，超4000只个股上涨，1127只个股下跌，92只个股涨停，5只个股跌停。 市场热点聚焦军工、固态电池、业绩增长、可控核聚变等板块。 高位股方面，军工股长城军工9天7板、湖南天雁6天4板、中光学4天3板、北方导航4天3板、中光防雷3连板、中兵红箭4天2板、恒宇信通2连 板、际华集团2连板，PCB中京电子9天6板、澳弘电子2连板，固态电池兴业股份8天6板、大东南5连板，RWA相关弘业期货5连板、翠微股份4 天2板、霍普股份2连板。 | | 代码 | 名称 | 几天几板♥ 价格 | 涨幅% 涨停分析 | 换手率 | 成交额 | 直次涨停时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 601606 | 长城军工 | 9天7板 29.05 | +10.00% 兵装重组概念+弹药武器装 | 12.47% | 25.64 Z | 09:44:39 | | 2 | 002579 | 中京申子 | 9天6板 15.15 | +10.02% PCB+AI眼镜+小米概念+人形 | 39.11% | 33.32 7. | 14:29: ...

根据市场公开信息及6月27日披露的机构调研信息，知名私募大朴资产近期对2家上市公司进行了调研， 相关名单如下： 1）银龙股份 （大朴资产管理有限公司参与公司反路演） 调研纪要：康希通信2025年上半年经营状况良好，订单充沛，已覆盖至2025年第四季度。受益于Wi-Fi 7订单持续放量，上半年营收同比增长可观。营收增长点包括Wi-Fi 7产品需求强劲、工业IoT产品切入 智能水表电表领域、超高效率大功率无人机产品对接头部客户。337调查首次正式开庭将于2025年7月进 行，预计年底有初裁结果。Wi-Fi 8技术标准预计2027年年底确立，2028年发布，公司已开始Wi-Fi 8产 品的预研工作，预计2026年推出样品。 机构简介： 上海大朴资产管理有限公司，创立于2012年1月。大朴资产的投资团队均来自于国内知名的证券研究机 构和投资机构，具有丰富的研究和投资经验。团队专注于中国证券市场的投资和研究，并保持主动管 理、稳中求进的投资风格。公司秉持规范经营和专业投资的理念，完整的公司治理结构充分体现了激励 充分、投资独立、专业分工、持续经营的原则，为公司的持续稳健发展打下了坚实基础。 以上内容为证券之星据公开信息 ...

Group 1 - Shanghai Jinglin Asset Management Company is a private fund management company registered with the Asset Management Association of China, focusing on investments in domestic and foreign listed company stocks [2] - The company has a strong track record of performance, managing various A-share trust investment plans since 2006, and has gained the trust of large institutional investors and high-net-worth individuals [2] - Jinglin's investment philosophy emphasizes value investing, utilizing fundamental analysis and stock valuation, with a preference for companies with high entry barriers and strong negotiation capabilities [2] Group 2 - Jinglin Asset recently conducted research on Tianhe Defense, highlighting its core business lines, including military equipment, communication electronics, and new-generation integrated electronic information [1] - Tianhe Defense has signed contracts for a portable air defense missile intelligence command system upgrade project, with a total contract value of approximately 260 million yuan, indicating potential for ongoing orders [1] - The company is advancing a stock issuance to specific targets for 2024, with all raised funds intended to supplement working capital [1]

Core Viewpoint - Guanglian Aviation Industry Co., Ltd. has issued convertible bonds to raise a total of RMB 700 million, with the funds primarily allocated for investment projects in the aerospace sector, despite facing a significant decline in net profit due to increased R&D expenditures and strategic adjustments in product offerings [1][22]. Section 1: Bond Overview - The company has received approval to issue 7 million convertible bonds, each with a face value of RMB 100, totaling RMB 70 million, with a net amount of RMB 69.20476 million after deducting issuance costs [1][22]. - The bonds have a maturity of 6 years, with interest rates starting at 0.30% in the first year and increasing to 3.00% by the sixth year [1][22]. - The initial conversion price is set at RMB 32.32 per share, with provisions for adjustments based on various corporate actions [1][22]. Section 2: Financial Performance - In 2024, the company reported revenue of RMB 1,048.13 million, a 41.64% increase year-on-year, but faced a net loss of RMB 49.10 million, a decline of 146.94% compared to the previous year [22]. - The company’s R&D investment reached RMB 83.14 million, a 44.55% increase, focusing on new drone platforms and other aerospace projects [22]. - The net asset value decreased by 5.55% to RMB 1,431.27 million, while total assets increased by 14.32% to RMB 4,980.98 million [22]. Section 3: Use of Proceeds - The total amount raised from the bond issuance will be used for investment projects totaling RMB 85.17 million, with the entire net proceeds allocated to these projects [22]. - The company may utilize self-raised funds for initial investments in these projects before the bond proceeds are available [22].

Core Viewpoint - Guanglian Aviation is expanding its business and enhancing its layout through the acquisition of a 51% stake in Tianjin Yuefeng Technology Co., Ltd, aiming to strengthen its position in the aerospace sector and capitalize on emerging commercial aerospace opportunities [1][2][3] Acquisition Details - Guanglian Aviation plans to purchase 25.5 million shares of Tianjin Yuefeng, representing 51% of its total shares, for a cash payment of 40 million yuan as an initial payment [2] - The acquisition is not classified as a major asset restructuring or related party transaction, and the final transaction price remains uncertain pending audit and evaluation [2] Business Synergy - Tianjin Yuefeng specializes in metal heat treatment, surface treatment, and precision processing for rocket components, which complements Guanglian Aviation's focus on aerospace high-end equipment [3] - The acquisition is expected to enhance Guanglian Aviation's capabilities in the commercial aerospace manufacturing and processing sector, leveraging both companies' technological and market strengths [3] Financial Performance - In Q1 2025, Guanglian Aviation reported revenue of 266 million yuan, an increase of 18.87% year-on-year, and a net profit of 45.95 million yuan, up 50.63% year-on-year [5][7] - The company has been increasing its R&D investment, with Q1 2025 R&D expenses rising by 61.21% to 14.57 million yuan, accounting for 5.48% of revenue [5][6] Strategic Investments - Guanglian Aviation is committed to its core business, with plans to invest up to 300 million yuan in a drone assembly and parts manufacturing project and to raise up to 1.134 billion yuan for various projects [4] - The company is also introducing strategic investors to its subsidiary Chengdu Hangxin Aviation Equipment Technology Co., Ltd to enhance its capabilities in the aerospace manufacturing sector [4]

Group 1 - Guanglian Aviation plans to acquire 51% stake in Tianjin Yuefeng Technology through cash payment, aiming for control post-transaction [1] - The transaction is currently in the planning stage, with auditing and evaluation of Tianjin Yuefeng yet to be completed, leading to uncertainties in final pricing [1] - Tianjin Yuefeng specializes in metal heat treatment, surface treatment, sheet metal forming, and precision machining for aerospace components [1] Group 2 - The acquisition is seen as complementary, as both companies operate in the aerospace industry, with Guanglian focusing on high-end aerospace equipment and Tianjin Yuefeng providing essential structural components [1] - Guanglian Aviation reported a revenue of 1.048 billion yuan in 2024, a 41.64% increase year-on-year, despite facing temporary net losses due to strategic and market influences [2] - In Q1 2024, Guanglian achieved revenues of 266 million yuan and a net profit of 45.95 million yuan, reflecting year-on-year growth of 18.87% and 50.63% respectively [2] Group 3 - Guanglian Aviation is investing up to 300 million yuan in the second phase of its drone assembly and parts manufacturing project to expand production capacity [2] - The company announced a private placement plan to raise up to 1.134 billion yuan for projects including a civil aviation production base and a research center [2] - In August 2024, Guanglian announced a 30 million yuan investment to establish a research institute with Harbin Institute of Technology, focusing on low-altitude economy and smart manufacturing [3]

Group 1: Financial Performance - The company expects a loss of 216 to 264 million yuan for 2024, a year-on-year decline of 500% to 589% [6] - The company's revenue for the first three quarters of 2024 is 232 million yuan, with military procurement contributing 1.2265 million yuan, accounting for 0.53% of total revenue [1] - The company signed new contracts worth 559 million yuan in 2024 [5] Group 2: Order Status - As of March 31, 2025, the company has an order backlog of 340 million yuan [4] - The company has formed approximately 26 million yuan in orders related to inertial navigation products [2] - The company has received some sales orders in the international market for certain products [2] Group 3: Impact of Military Procurement Ban - The company has been banned from participating in military procurement activities since October 14, 2024, for a period of one year [4] - The ban has led to a significant reduction in order volume, impacting 2024 revenue [4] - The company is actively expanding into civilian markets to mitigate the impact of the military procurement ban [9] Group 4: Strategic Initiatives - The company is focusing on developing civilian market products such as emergency drones and low-orbit satellite terminals [7] - The company is optimizing its organizational structure and reducing personnel by approximately 20% to improve operational efficiency [6] - The company is exploring external cooperation opportunities to enhance competitiveness [6] Group 5: Market Outlook - The company is optimistic about the growth potential in the unmanned systems, satellite communication, and radar detection industries [3] - The company aims to leverage emerging industries like low-altitude economy and intelligent driving for future growth [6] - The company is committed to continuous innovation and product development to maintain market competitiveness [6]

纵横股份公告，2025年第一季度营收为3877.72万元，同比增长42.20%；净亏损2793.12万元，去年同期 净亏损2904.33万元。 ...