机构持仓方面，截止2025年9月30日，雷电微力十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股183.31万股，为新进股东。国泰中证军工ETF（512660）位居第九大流通股东，持股 165.10万股，相比上期减少35.54万股。南方中证1000ETF（512100）位居第十大流通股东，持股156.88 万股，相比上期减少1.57万股。 责任编辑：小浪快报 资料显示，成都雷电微力科技股份有限公司位于四川省成都市双流区华府大道四段19号，成立日期2007 年9月11日，上市日期2021年8月24日，公司主营业务涉及毫米波有源相控阵微系统研发、制造、测试和 销售。主营业务收入构成为：阵列天线99.96%，其他0.04%。 截至9月30日，雷电微力股东户数3.55万，较上期减少7.02%；人均流通股5852股，较上期增加7.55%。 2025年1月-9月，雷电微力实现营业收入6.90亿元，同比减少41.10%；归母净利润1.57亿元，同比减少 58.07%。 分红方面，雷电微力A股上市后累计派现2.51亿元。近三年，累计派现2.32亿元。 11月14日，雷电微力跌0.46%，成交额1.12亿元。两融 ...

截至9月30日，雷电微力股东户数3.55万，较上期减少7.02%；人均流通股5852股，较上期增加7.55%。 2025年1月-9月，雷电微力实现营业收入6.90亿元，同比减少41.10%；归母净利润1.57亿元，同比减少 58.07%。 11月12日，雷电微力涨0.11%，成交额1.13亿元。两融数据显示，当日雷电微力获融资买入额1392.50万 元，融资偿还1763.25万元，融资净买入-370.75万元。截至11月12日，雷电微力融资融券余额合计6.75 亿元。 融资方面，雷电微力当日融资买入1392.50万元。当前融资余额6.74亿元，占流通市值的6.03%，融资余 额低于近一年10%分位水平，处于低位。 融券方面，雷电微力11月12日融券偿还200.00股，融券卖出1.36万股，按当日收盘价计算，卖出金额 61.62万元；融券余量3.15万股，融券余额142.45万元，低于近一年20%分位水平，处于低位。 资料显示，成都雷电微力科技股份有限公司位于四川省成都市双流区华府大道四段19号，成立日期2007 年9月11日，上市日期2021年8月24日，公司主营业务涉及毫米波有源相控阵微系统研发、制造、测试 ...

Core Viewpoint - 雷电微力 and 国博电子 have distinct product offerings and technological focuses, with 雷电微力 specializing in T/R components and array antennas, while 国博电子 focuses on active phased array T/R components, RF modules, and RF amplification chips [2]. Company Summary - 雷电微力's product lineup includes T/R components and array antennas, indicating a focus on specific components within the telecommunications sector [2]. - 国博电子's main products consist of active phased array T/R components, RF modules, and RF amplification chips, showcasing a different technological approach and application area compared to 雷电微力 [2]. Industry Summary - The differences in core technologies, product forms, and application fields between 雷电微力 and 国博电子 highlight the diverse landscape within the telecommunications component industry [2].

Core Insights - 雷电微力's stock price decreased by 1.07% on September 15, with a trading volume of 203 million yuan [1] - The company experienced a net financing outflow of 9.95 million yuan on the same day, with a total financing and securities balance of 721 million yuan [1] Financing Summary - On September 15, 雷电微力 had a financing buy-in amount of 28.42 million yuan, with a current financing balance of 719 million yuan, accounting for 5.99% of its market capitalization [1] - The financing balance is below the 20th percentile level over the past year, indicating a low position [1] Securities Lending Summary - On September 15, 雷电微力 had no shares repaid in securities lending, with 2,800 shares sold short, amounting to 137,100 yuan at the closing price [1] - The remaining short-selling volume is 44,500 shares, with a short-selling balance of 2.18 million yuan, exceeding the 80th percentile level over the past year, indicating a high position [1] Company Overview - 雷电微力, established on September 11, 2007, is located in Chengdu, Sichuan Province, and was listed on August 24, 2021 [1] - The company's main business involves the research, development, manufacturing, testing, and sales of millimeter-wave active phased array micro-systems, with 99.96% of its revenue coming from array antennas [1] Financial Performance - For the first half of 2025, 雷电微力 reported a revenue of 462 million yuan, a year-on-year decrease of 34.05%, and a net profit attributable to shareholders of 116 million yuan, down 44.22% year-on-year [2] - Since its A-share listing, 雷电微力 has distributed a total of 251 million yuan in dividends, with 232 million yuan distributed over the past three years [2] Shareholder Structure - As of August 20, 雷电微力 had 38,200 shareholders, a decrease of 7.91% from the previous period, with an average of 5,441 circulating shares per person, an increase of 8.59% [2] - Notable changes in institutional holdings include the entry of 国泰中证军工ETF as the seventh largest shareholder with 2.0064 million shares and 南方中证1000ETF as the tenth largest shareholder with 1.5845 million shares [2]