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国睿科技跌2.04%,成交额1.36亿元,主力资金净流出451.72万元
Xin Lang Cai Jing· 2025-09-03 02:41
9月3日,国睿科技盘中下跌2.04%,截至10:14,报27.38元/股,成交1.36亿元,换手率0.40%,总市值 340.02亿元。 资金流向方面,主力资金净流出451.72万元,特大单买入865.47万元,占比6.36%,卖出947.57万元,占 比6.96%;大单买入2552.78万元,占比18.75%,卖出2922.40万元,占比21.47%。 国睿科技今年以来股价涨38.47%,近5个交易日跌3.59%,近20日跌13.49%,近60日跌4.94%。 国睿科技所属申万行业为:国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括:航母产业、央企改 革、军工电子、工业软件、大飞机等。 截至6月30日,国睿科技股东户数3.67万,较上期增加56.03%;人均流通股33803股,较上期减少 35.50%。2025年1月-6月,国睿科技实现营业收入17.21亿元,同比增长10.41%;归母净利润3.50亿元, 同比增长1.15%。 分红方面,国睿科技A股上市后累计派现11.73亿元。近三年,累计派现5.40亿元。 机构持仓方面,截止2025年6月30日,国睿科技十大流通股东中,华夏军工安全混合A(002251 ...
国睿科技股价跌5.14%,中航基金旗下1只基金重仓,持有60万股浮亏损失89.4万元
Xin Lang Cai Jing· 2025-09-02 06:03
9月2日,国睿科技跌5.14%,截至发稿,报27.51元/股,成交4.03亿元,换手率1.15%,总市值341.64亿 元。 资料显示,国睿科技股份有限公司位于江苏省南京市建邺区江东中路359号国睿大厦1号楼,成立日期 1994年6月28日,上市日期2003年1月28日,公司主营业务涉及空管雷达、气象雷达及应用系统、轨道交 通信号系统、微波器件、特种电源等产品的研发、生产、调试、销售以及相关服务。主营业务收入构成 为:雷达装备及相关系统78.61%,工业软件及智能制造11.74%,智慧轨交8.32%,其他(补充)1.33%。 从基金十大重仓股角度 数据显示,中航基金旗下1只基金重仓国睿科技。中航军民融合精选A(004926)二季度减持30万股, 持有股数60万股,占基金净值比例为8.79%,位居第六大重仓股。根据测算,今日浮亏损失约89.4万 元。 中航军民融合精选A(004926)成立日期2018年2月9日,最新规模5510.98万。今年以来收益20.61%, 同类排名4016/8184;近一年收益89.43%,同类排名563/7971;成立以来收益64.61%。 风险提示:市场有风险,投资需谨慎。本文为A ...
发现报告:四创电子机构调研纪要-20250527
发现报告· 2025-05-27 10:08
Summary of the Conference Call for SiChuang Electronics Company Overview - SiChuang Electronics Co., Ltd. was established in August 2000 and listed on the Shanghai Stock Exchange in May 2004 with stock code 600990. The company focuses on electromagnetic sensing technology and products, particularly in meteorological radar, air traffic control radar, low-altitude monitoring radar, special vehicle modifications, printed circuit boards, power supplies, microwave devices, security information systems, emergency civil defense, and grain information systems [3][7] Key Financial Performance - For the fiscal year 2024, SiChuang Electronics reported a revenue of 1.603 billion yuan and a net profit attributable to shareholders of -245.88 million yuan. The revenue breakdown includes: - Headquarters: 958 million yuan - Huayao Electronics: 250 million yuan - Bowei Chang'an: 433 million yuan - Revenue by business segment: - Sensing products: 677 million yuan - Sensing infrastructure: 492 million yuan - Sensing applications: 421 million yuan [9] Industry Developments - The company is actively pursuing government demands in the low-altitude economy sector and plans to launch new products at the Radar Expo [10] - The 11th World Radar Expo was held on May 17, 2025, showcasing SiChuang's innovations in radar technology and attracting top global enterprises and research institutions [12] Product Innovations - At the Radar Expo, SiChuang presented over 50 projects, including: - Movable X-band phased array weather radar - Air traffic control primary and secondary radars - Various microwave components and systems - The company launched three new low-altitude systems: - UAM Low Altitude Navigation System Solution - SiChuang "Wukong" Low Altitude Model - "Weishield" Low Altitude Micro-Meteorological System [13][14] Strategic Collaborations - SiChuang signed strategic cooperation agreements with five organizations, including Anhui University and Hefei Meteorological Bureau, to explore innovative applications in the low-altitude economy [14] Future Market Opportunities - Huayao Electronics, a subsidiary, has secured a project for the EAST controlled nuclear fusion device power module, with a market potential expected to grow as the project transitions from experimental to commercial phases [17][18] - The company is also involved in the BEST project, which is expected to enter the bidding phase between 2025 and 2026 [19] Additional Applications - Huayao Electronics has a strong foothold in high-voltage power supply technology, with applications extending to various fields, including space exploration and medical sterilization [20] Conclusion - SiChuang Electronics is positioned as a leader in the radar and sensing technology sector, with a focus on innovation and strategic partnerships to drive growth in emerging markets such as low-altitude economy and nuclear fusion technology. The company aims to enhance its product offerings and expand its market presence through ongoing research and development initiatives.