格隆汇9月12日丨国科军工(688543.SH)公布，2025年9月12日，公司收到股东泰豪科技出具的《关于提 前终止减持国科军工股份计划暨减持结果的告知函》，截止2025年9月10日，在减持计划实施期间通过 集中竞价交易方式减持股份210.46万股；通过大宗交易方式减持股份414.33万股，合计减持624.79万股 （占公司当前总股本比例2.99%）。本次股份减持实施后，泰豪科技仍持有国科军工523股，占公司当 前总股本比例0.00025%。 ...

国科军工公告，股东泰豪科技于2025年6月26日至2025年9月10日通过集中竞价减持210.46万股、大宗交 易减持414.33万股，合计减持624.79万股，占公司当前总股本2.99%，减持价格区间42.42～55.98元/股， 减持总金额3.09亿元；本次减持计划提前终止后，泰豪科技仍持523股，持股比例0.00025%。 ...

9月12日，泰豪科技涨5.48%，截至发稿，报10.78元/股，成交1.83亿元，换手率2.04%，总市值91.94亿 元。 大摩数字经济混合A（017102）成立日期2023年3月2日，最新规模23.86亿。今年以来收益67.27%，同 类排名319/8174；近一年收益144.8%，同类排名107/7981；成立以来收益129.99%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从泰豪科技十大流通股东角度 数据显示，摩根士丹利基金旗下1只基金位居泰豪科技十大流通股东。大摩数字经济混合A（017102） 二季度减持64.08万股，持有股数911.55万股，占流通股的比例为1.08%。根据测算，今日浮盈赚取约 510.47万元。 大摩数字经济混合A（017102）基金经理为雷志勇。 资料显示，泰豪科技股份有限公司位于江西省南昌市高新开发区清华泰豪大楼，成立日期1996年3月20 日，上市日期2002年7月3日，公司主营业务涉及军工装备、智能电力产 ...

Company Overview - Taihao Technology Co., Ltd. is located in Nanchang, Jiangxi Province, and was established on March 20, 1996. The company was listed on July 3, 2002. Its main business involves the research, production, sales, and service of military equipment and smart power products [1]. Financial Performance - As of June 30, 2025, Taihao Technology achieved operating revenue of 1.858 billion yuan, representing a year-on-year growth of 6.26%. The net profit attributable to shareholders was 105 million yuan, showing a significant year-on-year increase of 277.39% [2]. - The company has cumulatively distributed 523 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Stock Market Activity - On September 4, Taihao Technology's stock price decreased by 2.07%, trading at 9.94 yuan per share, with a total market capitalization of 8.478 billion yuan. The stock has increased by 83.39% year-to-date, but has seen a decline of 13.94% over the last five trading days [1]. - The company has appeared on the "Dragon and Tiger List" 14 times this year, with the most recent appearance on August 20 [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 27.44% to 112,500, while the average number of circulating shares per person decreased by 21.53% to 7,500 shares [2]. - Among the top ten circulating shareholders, notable changes include a decrease in holdings by major funds such as Morgan Stanley Digital Economy Mixed A and Yongying Ruixin Mixed A, while new shareholders include China Universal Quality Enterprises Mixed A and Bank of China Intelligent Manufacturing Stock A [3]. Business Segmentation - The revenue composition of Taihao Technology is as follows: emergency equipment business accounts for 66.49%, military equipment business for 32.08%, and other businesses for 1.42% [1]. - The company operates within the defense and military industry, specifically in military electronics [1].

股票代码：600590 股票简称：泰豪科技 公告编号：临 2025-059 泰豪科技股份有限公司 2025 年 4 月 3 日，公司召开第九届董事会第三次会议和第九届监事会第三 次会议审议通过了《关于公司发行股份购买资产暨关联交易方案的议案》等与本 次交易相关的议案，并披露本次交易预案相关公告。经向上海证券交易所申请， 公司披露了《关于发行股份事项的一般风险提示暨公司股票复牌的提示性公告》 （公告编号：临 2025-023），公司股票于 2025 年 4 月 8 日开市起复牌。 2025 年 5 月 7 日，公司披露了《关于发行股份购买资产暨关联交易事项的 进展公告》（公告编号：临 2025-036）。 关于发行股份购买资产暨关联交易事项的进展公告 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。 一、本次交易的基本情况 泰豪科技股份有限公司（以下简称"公司"）拟通过发行股份的方式向北京 国发航空发动机产业投资基金中心（有限合伙）、中兵国调（厦门）股权投资基 金合伙企业（有限合伙）、中兵投资管理有限责任公司、重庆泰和峰私募股权投 ...

Company Overview - Taihao Technology Co., Ltd. is located in Nanchang, Jiangxi Province, established on March 20, 1996, and listed on July 3, 2002. The company specializes in the research, production, sales, and service of military equipment and smart power products [1]. Business Performance - The main revenue composition of Taihao Technology includes: 65.82% from smart emergency power sources, 26.88% from military communication equipment, 5.72% from military power sources, and 1.56% from other supplementary businesses [1]. Stock Performance - On September 3, Taihao Technology's stock fell by 5.1%, closing at 10.42 yuan per share, with a trading volume of 302 million yuan and a turnover rate of 3.36%. The total market capitalization is 8.887 billion yuan. The stock has experienced a cumulative decline of 4.94% over the past three days [1]. Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Huashang Fund holds a significant position in Taihao Technology. The Huashang Competitive Advantage Selected Mixed A Fund (014267) held 273,000 shares in the second quarter, accounting for 3.5% of the fund's net value, ranking as the eighth largest heavy stock [2]. Fund Performance - The Huashang Competitive Advantage Selected Mixed A Fund was established on January 28, 2022, with a latest scale of 72.7451 million yuan. Year-to-date returns are 33.73%, ranking 1766 out of 8180 in its category, while the one-year return is 47.3%, ranking 2772 out of 7967. Since its inception, the fund has recorded a loss of 0.44% [2]. Fund Manager - The fund manager of Huashang Competitive Advantage Selected Mixed A Fund is Chen Xiaoqiong, who has been in the position for 241 days. The total asset scale of the fund is 841 million yuan, with the best return during the tenure being 73.47% and the worst return being 18.49% [3].

Core Viewpoint - 泰豪科技's stock has experienced significant fluctuations, with a year-to-date increase of 98.52%, but a recent decline of 5.53% over the past five trading days [1] Financial Performance - For the first half of 2025, 泰豪科技 reported revenue of 1.858 billion yuan, a year-on-year increase of 6.26%, and a net profit attributable to shareholders of 105 million yuan, reflecting a substantial growth of 277.39% [2] - The company has cumulatively distributed 523 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Structure - As of June 30, 2025, 泰豪科技 had 112,500 shareholders, an increase of 27.44% from the previous period, with an average of 7,500 circulating shares per shareholder, down 21.53% [2] - The top ten circulating shareholders include significant institutional investors, with notable changes in holdings, such as 大摩数字经济混合A reducing its stake by 64.08% [3] Stock Market Activity - 泰豪科技's stock price was reported at 10.76 yuan per share, with a market capitalization of 9.177 billion yuan, and a trading volume of 61.6353 million yuan [1] - The stock has appeared on the龙虎榜 14 times this year, indicating active trading interest [1]

Company Overview - Taihao Technology Co., Ltd. is located in Nanchang, Jiangxi Province, established on March 20, 1996, and listed on July 3, 2002. The company specializes in the research, production, sales, and service of military equipment and smart power products [1][2]. Financial Performance - For the first half of 2025, Taihao Technology achieved operating revenue of 1.858 billion yuan, representing a year-on-year growth of 6.26%. The net profit attributable to shareholders was 105 million yuan, showing a significant increase of 277.39% year-on-year [2]. - The company has cumulatively distributed 523 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Performance - As of August 28, Taihao Technology's stock price was 11.16 yuan per share, with a market capitalization of 9.518 billion yuan. The stock has increased by 105.90% year-to-date, but has seen a decline of 10.72% over the last five trading days [1]. - The stock has appeared on the "Dragon and Tiger List" 14 times this year, with the most recent appearance on August 20 [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 27.44% to 112,500, while the average number of tradable shares per person decreased by 21.53% to 7,500 shares [2]. - Among the top ten circulating shareholders, notable changes include a decrease in holdings by major funds such as Morgan Stanley Digital Economy Mixed A and Yongying Ruixin Mixed A, while new shareholders include China Europe Quality Enterprise Mixed A and Bank of China Intelligent Manufacturing Stock A [3]. Business Segments - The main revenue sources for Taihao Technology are smart emergency power supplies (65.82%), military communication equipment (26.88%), military power supplies (5.72%), and other segments (1.56%) [1]. - The company operates within the defense and military industry, specifically in military electronics, and is associated with various concepts such as generator concepts, venture capital, and power IoT [2].

New Stock Offerings - Shenke Co., Ltd. (002633) has an offer period from July 29, 2025, to August 27, 2025[1] - Fushun Special Steel (600399) has an offer period from August 12, 2025, to September 10, 2025[1] - ST Gaohong (000851) has an announcement on August 26, 2025[1] Market Volatility - Great Wall Military Industry (601606) reported severe abnormal fluctuations on August 14, 2025[1] - Dongxin Co., Ltd. (688110) had an announcement on August 16, 2025, regarding market conditions[1] - Changfei Optical Fiber (601869) has an announcement dated August 27, 2025, related to market performance[1] Company Announcements - ST Dehao (002005) has an announcement on August 27, 2025, regarding its market status[1] - China Satellite (600118) announced updates on August 27, 2025[1] - ST Yizhong (603389) has an announcement dated August 26, 2025, regarding its market activities[1]

8月26日晚间，泰豪科技（600590）股份有限公司(以下简称"泰豪科技")发布2025年半年报。报告期内 公司实现营业收入18.58亿元，同比增长6.26%；归属于上市公司股东的净利润1.05亿元，同比扭亏为 盈；归属于上市公司股东的扣除非经常性损益的净利润5001.55万元，同比增长591.21%。 泰豪科技表示，上半年公司积极围绕武器装备信息化、智能化方向开展军工业务，推动军工领域型号项 目进度，加强合同的获取、履约交付及款项清收。同时公司深入推进军工技术民用化的应急电源业务， 抓住中国数据中心建设浪潮和应急装备需求爆发的机遇，加大营销体系覆盖与优质供应链资源对接，实 现应急装备业务大幅增长，规模效应进一步提升。 推动军工装备智能化信息化 上半年，公司进一步聚焦资源于军工装备产业发展，通过加强传统领域产品优势、加大技术创新投入、 积极拓展新产品研发、提升内部运营等经营策略，增强产业核心竞争力，有力推动了产业发展。 报告期内，公司立足信息化装备、军用能源领域，重点开拓后勤保障领域，开展了新一代车载通信系 统、卫星抗干扰导航定位+数据链等技术和装备研究，以及航空供电系统发电机、多制式不间断供配电 系统以及新 ...