AA任务获取公司II-A 2025年季度报告

FORM10-Q (Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period endedJune 30,2025 or ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number:001-42886 AA Mission Acquisition Corp. II(Exact name of registrant as specified in its charter) Securities registered pursuant to Section12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days.☒Yes☐No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files).☒Yes☐No Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company,” and “emerging growth company” in Rule12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).☒Yes☐No As of October 31, 2025, the registrant had a total of11,860,250Class A ordinary shares, $0.0001 par value, issued and outstanding and2,875,000Class B ordinary shares, $0.0001 par value, issued and outstanding. AA MISSION ACQUISITION CORP. II INDEX TO FORM 10-Q Page #PART I - FINANCIAL INFORMATION1Item 1. Financial Statements1Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations2Item 3. Quantitative and Qualitative Disclosures About Market Risk6Item 4. Controls and Procedures6 PART II - OTHER INFORMATION7Item 1. Legal Proceedings7Item 1A. Risk Factors7Item 2. Unregistered Sales of Equity Securities and Use of Proceeds7Item 3. Defaults Upon Senior Securities7Item 4. Mine Safety Disclosure7Item 5. Other Information7Item 6. Exhibits8PART III - SIGNATURES9i CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS Certain statements in this Quarterly Report on Form 10-Q are “forward-looking statements” within the meaning of Section21E of theSecurities Exchange Act of 1934, as amended, and are subject to the safe harbor created thereby. All statements contained in thisQuarterly Report on Form 10-Q other than statements of historical facts, including statements regarding our future results ofoperations and financial position, our business strategy and plans and our objectives for future operations, are forward-lookingstatements. The words “believe,” “may,” “will,” “estimate,” “continue,” “anticipate,” “intend,” “expect” and similar expressions areintended to identify forward-looking statements. We have based these forward-looking statements largely on our current expectationsand projections about future events and financial trends that we believe may affect our financial condition, results of operations,business strategy, short-term and long-term business operations and objectives, and financial needs. These forward-looking statementsare subject to a number of risks, uncertainties and assumptions, including those described in “Risk Factors” of our Prospectus datedOctober 2, 2025 and in any subsequent filing we make with the SEC, as well as in any documents incorporated by reference thatdescribe risks and factors that could cause results to differ materially from those projected in these forward-looking statements. Moreover, we operate in a very competitive and rapidly changing environment. New risks emerge from time to time. It is not possiblefor our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, orcombination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we maymake. In light of these risks, uncertainties and assumptions, the future events and trends discussed in this Quarterly Report on Form10-Q may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-lookingstatements. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee futureresults, levels of activity, per