Market Overview - The Shanghai Composite Index rose by 0.39% on July 1, with 20 out of 28 sectors experiencing gains. The top-performing sectors were Comprehensive and Pharmaceutical & Biological, with increases of 2.60% and 1.80% respectively. Conversely, the Computer and Retail sectors saw declines of 1.18% and 0.79% [1]. Electric Equipment Industry - The Electric Equipment sector declined by 0.37%, with a net outflow of 5.163 billion yuan in main capital. Out of 358 stocks in this sector, 141 rose, 3 hit the daily limit up, while 210 fell, with 1 hitting the daily limit down [1]. - Among the stocks with net inflows, 112 saw capital inflows, with 11 stocks receiving over 50 million yuan. The top stock for net inflow was C Xintong, with 399 million yuan, followed by Weilan Lithium and Micro Light, with inflows of 218 million yuan and 132 million yuan respectively [1]. - The stocks with the highest net outflows included Rongfa Nuclear Power, Weike Technology, and Nord Shares, with outflows of 347 million yuan, 324 million yuan, and 323 million yuan respectively [1][2]. Capital Flow Rankings Inflow Rankings - C Xintong: +286.36%, turnover rate 82.61%, main capital flow 398.73 million yuan - Weilan Lithium: +5.30%, turnover rate 10.44%, main capital flow 217.95 million yuan - Micro Light: +10.01%, turnover rate 7.41%, main capital flow 131.92 million yuan [1]. Outflow Rankings - Rongfa Nuclear Power: +1.71%, turnover rate 33.83%, main capital flow -346.51 million yuan - Weike Technology: +3.55%, turnover rate 37.48%, main capital flow -324.04 million yuan - Nord Shares: -10.01%, turnover rate 23.39%, main capital flow -323.30 million yuan [2].

New Stock Issuance - The new stock "同宇新材" (code: 301630) is listed at an issuance price of 84.00[1] - "信通电子" (code: 001388) has an issuance price of 16.42[1] Rights Issues and Announcements - "济川药业" (code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - "中程退" (code: 300208) has 13 trading days remaining until the last trading day[1] - "退市锦港" (code: 600190) also has 13 trading days remaining until the last trading day[1] - "恒立退" (code: 000622) has 10 trading days remaining until the last trading day[1] Abnormal Fluctuations - "浙江东日" (code: 600113) reported severe abnormal fluctuations[1] - "汇金股份" (code: 300368) is noted for abnormal fluctuations[3]

证券代码：600152 证券简称：维科技术 公告编号：2025-030 维科技术股份有限公司 关于公司 2022 年股票期权激励计划 2025 年第二季度 自主行权结果的公告 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。 重要内容提示： 4、2022 年 7 月 11 日，公司召开了第十届董事会第十八次会议和第十届监 事会第十四次会议，审议通过了《关于向 2022 年股票期权激励计划激励对象首 次授予股票期权的议案》。公司独立董事对此发表了独立意见，监事会对首次授 予激励对象名单及授予相关事项进行了核实，律师事务所出具了法律意见书。 5、2022 年 8 月 4 日，公司召开了第十届董事会第十九次会议和第十届监事 会第十五次会议，审议通过了《关于调整 2022 年股票期权激励计划首次授予激 励对象名单及期权数量的议案（调整后）》《关于向 2022 年股票期权激励计划激 励对象首次授予股票期权的议案（调整后）》。公司独立董事对此发表了独立意见， 监事会对首次授予激励对象名单（调整后）及授予相关事项进行了核实，律师事 务所出具了 ...

Core Viewpoint - The stock of Weike Technology (stock code: 600152) experienced abnormal trading fluctuations, with a cumulative closing price increase exceeding 20% over two consecutive trading days on June 27 and June 30, 2025 [1][3]. Group 1: Stock Trading Abnormalities - The stock price fluctuation is classified as abnormal according to the Shanghai Stock Exchange trading rules due to the significant price deviation [1][3]. - The company conducted an internal review and confirmed that its production and operational activities are normal, with no significant changes in market conditions or industry policies [1][2]. Group 2: Major Events and Shareholder Actions - There are no undisclosed major events affecting the stock price, including significant asset restructuring, share issuance, acquisitions, or other major corporate actions [1][2]. - The company disclosed a shareholder reduction plan on May 27, 2025, allowing for the reduction of up to 5,290,793 shares, representing 0.9999% of the total share capital, within a specified period [2]. - A notification regarding a change in shareholding by Ningbo Industrial Investment Co., Ltd. was also disclosed, with a reduction in shareholding from 6.74% to 6.67% [2]. Group 3: Market Sentiment and Information Disclosure - The company found no media reports or market rumors that could significantly impact the stock price [2][3]. - The board of directors confirmed that there are no undisclosed matters that should be reported according to the stock listing rules, ensuring transparency in information disclosure [4].

证券代码：600152 证券简称：维科技术 公告编号：2025-029 维科技术股份有限公司 股票交易异常波动公告 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。 重要内容提示： 一、股票交易异常波动的具体情况 公司股票（股票代码：600152，股票简称：维科技术）于 2025 年 6 月 27 日、6 月 30 日连续两个交易日收盘价格涨幅偏离值累计超过 20%，根据《上海 证券交易所交易规则》（以下简称"《股票上市规则》"）的有关规定，公司股票 交易属于异常波动的情形。 二、公司关注并核实的相关情况 针对股票异常波动情况，公司对有关事项进行了核查，现将有关情况说明 如下： （一）生产经营情况 经公司自查，公司目前生产经营活动正常，市场环境、行业政策未发生重 大调整，生产成本和销售未出现大幅波动，公司内部生产经营秩序正常。 （二）重大事项情况 经向公司控股股东维科控股集团股份有限公司（以下简称"维科控股"）及 实际控制人何承命先生发问询函核实。截至本公告日，公司、维科控股、实际 控制人不存在影响公司股票交易异常波动的重大事项 ...

Group 1 - The core point of the article is that Ningbo Industrial Investment Co., Ltd. reduced its shareholding in Weike Technology by 351,000 shares, representing 0.0663% of the company's total equity during the period from June 19 to June 24, 2025 [1] - Following this reduction, Ningbo Industrial Investment's ownership in Weike Technology decreased from 6.74% to 6.67% [1] - As of the date of the announcement, the share reduction plan has not been fully implemented [1]

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]

Core Viewpoint - The announcement details a change in shareholding by a major shareholder of Weike Technology Co., Ltd., indicating a decrease in their ownership percentage, which has triggered a notification due to the 1% threshold being crossed [1][2]. Group 1: Shareholding Changes - Ningbo Industrial Investment Co., Ltd. reduced its shareholding from 35,685,450 shares (6.74%) to 35,334,450 shares (6.67%), resulting in a total ownership change from 7.06% to 6.99% for both Ningbo Industrial Investment Co., Ltd. and its acting in concert party, Ningbo Industrial Investment Group Co., Ltd. [1][2] - The shareholding change occurred between June 19, 2025, and June 24, 2025, through centralized bidding transactions [1]. Group 2: Compliance and Regulations - The reduction in shareholding is consistent with previously disclosed plans and commitments by the shareholders [2]. - The company emphasizes adherence to relevant regulations and guidelines regarding shareholding changes, including the Shanghai Stock Exchange's rules and self-regulatory guidelines [2].

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 ...