Market Overview - The A-share market saw all three major indices rise in the morning session, with the Shanghai Composite Index up 0.2%, the Shenzhen Component Index up 0.54%, and the ChiNext Index up 0.93% [1] - The total market turnover reached 932.6 billion yuan, a decrease of 81.1 billion yuan compared to the previous day, with over 3,500 stocks rising [1] Sector Performance - The gaming, military, brain-computer interface, and photolithography concept stocks led the gains, while the banking, securities, and dairy sectors experienced declines [3] - Notable stocks in the military sector included Hengyu Xintong (300965), Chenxi Aviation (300581), and Zhongbing Hongjian (000519), all of which hit the daily limit [3] - The gaming sector saw significant increases with Kaiying Network (002517) and Giant Network (002558) both reaching the daily limit [3] - Photolithography concept stocks were active, with Blue Eagle Equipment (300293) hitting the daily limit, along with Kaimete Gas (002549) and Zhongci Electronics (003031) [3] - The innovative drug sector rebounded, with Zhaoyan New Drug (603127) also hitting the daily limit [3] - The banking and securities sectors faced early declines, with Guosheng Jinkong (002670) dropping over 5% [3] Hot Stocks - The strongest sectors included new energy vehicles, military, and specialized innovative companies, with multiple stocks hitting daily limits [8][9][10] - In the new energy vehicle sector, 16 stocks reached the daily limit, with the highest consecutive limit being 9 days [8] - The military sector had 14 stocks hitting the daily limit, with the highest consecutive limit also being 9 days [9] - The specialized innovative sector had 13 stocks hitting the daily limit, with a maximum of 3 consecutive limits [10] Sector Insights - The military equipment sector is expected to benefit from increasing global military trade demand and domestic military modernization efforts, potentially leading to a dual boost in fundamentals and industry valuations [12] - The gaming sector is supported by a record number of game approvals, indicating regulatory support for healthy industry development [13] - The brain-computer interface sector is gaining attention due to advancements from Neuralink, with significant usage data reported from trial participants [14] - The digital currency sector is poised for growth as Hong Kong aims to enhance cross-border payment efficiency through stablecoins, with new regulations set to take effect [15]

Market Overview - On June 27, the A-share market exhibited structural differentiation, with the Shanghai Composite Index down by 0.70%, while the Shenzhen Component Index and the ChiNext Index rose by 0.34% and 0.47% respectively [2] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 1.58 trillion yuan, with over 3,400 stocks rising and 54 stocks hitting the daily limit [2] Sector Performance - The electronic, non-ferrous metals, and textile sectors attracted significant capital, with Tesla supply chain and military protection stocks showing particularly active performance [2] - In the electronic sector, nine stocks hit the daily limit, with notable inflows into Huaten Technology and Shenzhen Huqiang, which saw net inflows of 5.82 billion yuan and 6.40 billion yuan respectively [2] Non-Ferrous Metals - North Copper achieved a four-day limit increase, closing at 10.31 yuan with a net inflow of 2.57 billion yuan [3] - The sector saw a collective rise in small metal varieties such as zinc, tin, and molybdenum, driven by interest in Tesla's new electric vehicle concepts [3] Military and Defense - The defense sector saw significant activity, with Inner Mongolia First Machinery Group receiving a large net buy of 4.8 billion yuan, while Jihua Group also hit the daily limit [4] - The military protection theme ranked among the top gainers, supported by recent advancements in new equipment development by military enterprises [4] Communication Equipment - The communication equipment sector experienced a net inflow of 12.80 billion yuan, with Hengbao Co. hitting the daily limit at 19.15 yuan and a turnover rate of 54.38% [5] - The sector's activity is linked to the accelerated rollout of 5G-A networks by operators, indicating a potential for valuation recovery in related industries [5] Capital Flow Insights - The main sectors attracting capital included electronic components, communication equipment, and small metals, with net inflows of 19.26 billion yuan, 12.80 billion yuan, and 5.47 billion yuan respectively [5] - As the semi-annual report disclosure period approaches, sectors with strong earnings certainty, such as technology and high-end manufacturing, are likely to continue attracting investment [5]

证券代码：600152 证券简称：维科技术 公告编号：2025-028 维科技术股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 宁波市工业投资有限责任公司及其一致行动人宁波工业投资集团有限公司保证向 本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 权益变动方向 比例增加□ 比例减少? 权益变动前合计比例 7.06% 权益变动后合计比例 6.99% 本次变动是否违反已作出的承 是□ 否? 诺、意向、计划 是否触发强制要约收购义务 是□ 否? 一、 信息披露义务人及其一致行动人的基本信息 □控股股东/实际控制人及其一致行动人 ?其他 5%以上大股东及其一致行动人 投资者及其一致行动人的身份 □合并口径第一大股东及其一致行动人（仅适用 于无控股股东、实际控制人） □其他______________（请注明） 信息披露义务人名称 投资者身份 统一社会信用代码 □ 控股股东/实控人 宁波市工业投资有限 □ 控股股东/实控人的一 ?_91330200254077833T_ 责任公司 致行动 ...

证券代码：600152 证券简称：维科技术 公告编号：2025-028 维科技术股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 宁波市工业投资有限责任公司及其一致行动人宁波工业投资集团有限公司保证向 本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 7.06% | | | | 权益变动后合计比例 | 6.99% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ | 否☑ | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 二、 权益变动触及 1%刻度的基本情况 维科技术股份有限公司（以下简称"公司"）于 2025 年 6 月 25 日收到持股 5%以上股东宁波市工业投资有限责任公司出具的《关于持股 5%以上股东权益变 动触及 1%刻度的提示函》宁波市工业投资有限责任公司于 2025 年 6 月 19 日至 20 ...

Core Viewpoint - The company is undergoing a strategic transformation towards sodium-ion battery storage business due to declining demand for lithium batteries in consumer electronics, with a focus on scaling production despite current financial challenges [2][3]. Financial Performance - In 2024, the company reported a revenue of 1.528 billion yuan, a year-on-year decrease of 8.64%, with a net profit attributable to shareholders of -28.71 million yuan [4]. - The gross margin improved by 4.91 percentage points to 13.95%, despite declines in revenue across its main product lines [4]. Sodium-Ion Battery Business - The company has secured approximately 100 MWh of sodium-ion battery storage project orders, with an additional 600 MWh in reserve, indicating a growing demand in the domestic market for 2025 [3]. - The company achieved a revenue of 6.811 million yuan from its energy storage battery business in 2024, with a gross margin of -7.35%, although this represents a year-on-year increase of 19.28 percentage points [2]. Market Conditions and Strategy - The company attributes the negative gross margin in the energy storage segment to low production capacity utilization (around 10%), high fixed costs, and initial low pricing strategies to capture market share [2]. - The decline in overall revenue is linked to falling raw material prices and a strategic shift to optimize customer structure by avoiding low or negative margin clients [5].

Core Viewpoint - The company, Weike Technology, has received an inquiry letter regarding its 2024 annual report, highlighting a decline in revenue across its lithium-ion battery segments, despite an increase in overall gross margin [1]. Group 1: Business Performance - Revenue from lithium-ion batteries, small power batteries, and consumer aluminum shell lithium-ion batteries has decreased, while the overall gross margin increased by 4.91 percentage points to 13.95% [1]. - The company reported a net profit attributable to shareholders of -0.29 billion and -0.89 billion after deducting non-recurring gains and losses, with a debt restructuring gain of 0.13 billion included in non-recurring items [1]. Group 2: Business Segments - The main business segments include consumer batteries (polymer and aluminum shell batteries) and small power batteries (for two-wheelers and power tools), with over 80% of revenue derived from consumer lithium-ion battery sales [2][3]. - The company is gradually expanding its presence in the small power lithium-ion battery sector and is also exploring sodium-ion battery applications [2]. Group 3: Operational Model - The operational model consists of procurement, production, and sales, with procurement based on production plans and sales forecasts [3]. - The production strategy is customer-driven, primarily adopting a make-to-order approach, while sales are mainly direct, with a focus on customized products for end customers [3]. Group 4: Financial Data - The total sales revenue for small power batteries was 22,801.58 million, with a cost of sales of 20,809.02 million, resulting in a gross margin of 8.74% [4]. - The sales revenue for energy storage batteries was 6,811.00 million, with a cost of sales of 7,311.33 million, leading to a negative gross margin of -7.35% [5]. - Overall, the company experienced a slight decline in revenue due to falling prices of key raw materials and a shrinking market demand for consumer aluminum shell batteries [5].

Core Viewpoint - The company, Weike Technology Co., Ltd., is responding to the Shanghai Stock Exchange's inquiry regarding its 2024 annual report, highlighting significant changes in revenue and profit margins across its business segments [1][2]. Financial Performance - The company reported a decline in revenue from its lithium-ion battery, small power battery, and consumer aluminum shell lithium-ion battery segments, while the overall gross margin increased by 4.91 percentage points to 13.95% [2]. - The net profit attributable to the parent company for 2024 was -0.29 billion yuan and -0.89 billion yuan after deducting non-recurring gains and losses, which included a debt restructuring gain of 0.13 billion yuan [2]. Business Segments - The main business areas include consumer batteries (polymer and aluminum shell batteries) and small power batteries (for two-wheeled vehicles and power tools), with over 80% of revenue derived from consumer lithium-ion battery sales [4][5]. - The company is gradually expanding its presence in the small power lithium-ion battery sector and is also focusing on sodium-ion battery applications [4]. Operational Model - The operational model consists of procurement, production, and sales, with a focus on customer demand and market orientation. The company employs a make-to-order production strategy based on sales forecasts and customer orders [5]. - The procurement strategy involves planning based on production schedules and market trends, with a mix of long-term contracts and spot purchases [5]. Revenue and Cost Analysis - In 2024, the company experienced a slight decline in total revenue due to decreased sales prices of major products and a shrinking market demand for consumer aluminum shell batteries [6]. - The total sales revenue for 2024 was 148.63 billion yuan, down from 160.99 billion yuan in 2023, with a gross margin of 12.84% compared to 8.97% in the previous year [6]. Customer and Supplier Relationships - The company maintains relationships with several key customers and suppliers, with detailed disclosures regarding transaction amounts, contract terms, and execution status [3][4]. - The company has implemented a prepayment system for certain customers to mitigate credit risk, particularly for those with significant sales volumes [10].

世纪证券有限责任公司关于维科技术股份有限公司 2024年年度报告问询函的回复 维科技术股份有限公司（以下简称"公司"或"维科技术"）于近日收到 上海证券交易所上市公司管理一部下发的《关于维科技术股份有限公司2024年 年度报告的信息披露监管问询函》（上证公函【2025】0615号）（以下简称" 问询函"）。公司对问询函所提到的事项逐一进行核实和分析，世纪证券有限 责任公司（以下简称"世纪证券"）对问询函中提到的需要世纪证券发表意见的 事项进行了认真核查。现将有关事项的核查情况说明如下： 经核查前十大支付对象的工商信息，核实相关交易对方与公司及其董监高 、控股股东、实际控制人之间不存在关联关系；结合相关合同、交易原始单据 的检查等程序，相关资金均用于钠离子电池项目设备采购，不存在相关资金实 际流向控股股东、实际控制人或其他关联方的情形。 保荐机构核查程序及意见： 2.年报及相关公告显示，2024年公司通过公开招标取得百MWh级钠电储能 应用项目，具备规模化量产能力；报告期内储能电池业务实现营业收入6,811万 元，毛利率为-7.35%，同比增加19.28个百分点后仍为负值。公司于2022年将原 募投项目部分未使 ...

关于上海证券交易所 《关于维科技术股份有限公司 2024 年年度报告 的信息披露监管问询函》 有关财务问题回复的专项说明 关于上海证券交易所 《关于维科技术股份有限公司 2024 年年度报告 的信息披露监管问询函》 有关财务问题回复的专项说明 天平函[2025]0002 号 上海证券交易所： 维科技术股份有限公司（以下简称"公司"或"维科技术"）于近日转来贵所上市公司 管理一部下发的《关于维科技术股份有限公司 2024 年年度报告的信息披露监管问询函》（上 证公函【2025】0615 号）（以下简称"问询函"）。浙江天平会计师事务所（特殊普通合伙） （以下简称"会计师"）对问询函中提到的需要会计师发表意见的事项进行了审慎核查。现 将有关事项的核查情况说明如下： 1.年报显示，公司 2024 年实现营业收入 15.28 亿元，同比下降 8.64%，其中消费类聚 合物锂离子电池、小动力电池及消费类铝壳锂离子电池业务收入均有下降；公司综合毛利 率则大幅上升 4.91 个百分点至 13.95%，其中前述业务毛利率分别增加 4.19、3.72、12.98 个百分点。公司 2024 年实现扣非前后归母净利润-0.29 亿 ...

证券代码：600152 证券简称：维科技术 公告编号：2025-027 维科技术股份有限公司 关于公司 2024 年年度报告的信息披露监管问询函的 回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 维科技术股份有限公司（以下简称"公司"或"维科技术"）于近日收到上海证券交易 所上市公司管理一部下发的《关于维科技术股份有限公司 2024 年年度报告的信息披露监管 问询函》（上证公函【2025】0615 号）（以下简称"问询函"）。公司对问询函所提到的事项 逐一进行核实和分析，浙江天平会计师事务所（特殊普通合伙）（以下简称"会计师"）对问 询函中提到的需要会计师发表意见的事项进行了认真核查,世纪证券有限责任公司（以下简 称"世纪证券"）对问询函中提到的需要世纪证券发表意见的事项进行了认真核查。现将有 关事项的核查情况说明如下： 1.年报显示，公司 2024 年实现营业收入 15.28 亿元，同比下降 8.64%，其中消费类聚 合物锂离子电池、小动力电池及消费类铝壳锂离子电池业务收入均有下降；公司综合毛利 率则大幅上升 4. ...