泰豪科技股份有限公司2025 年半年度报告 公司代码：600590 公司简称：泰豪科技 泰豪科技股份有限公司 2025 年半年度报告 1 / 173 泰豪科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 四、 公司负责人李自强、主管会计工作负责人霍茜及会计机构负责人（会计主管人员）刘颖声 明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中若涉及未来计划等前瞻性陈述,不构成公司对投资者的实质承诺,请广大投资者注意 投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 三、 本半年度报告未经审计。 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 公司已在本报告中详细描述可能存在的相 ...

Group 1 - The Terahertz concept sector increased by 3.01%, ranking 7th among concept sectors, with 13 stocks rising, including Changfei Optical Fiber which hit the daily limit, and Tianyin Electromechanical, Chuangyuan Xinke, and Hengtong Optic-Electric showing significant gains of 9.17%, 8.48%, and 7.96% respectively [1] - The Terahertz concept sector experienced a net outflow of 935 million yuan, with 10 stocks seeing net inflows, and 5 stocks receiving over 100 million yuan in net inflows, led by Hengtong Optic-Electric with a net inflow of 298 million yuan [2] - In terms of capital inflow ratios, Changfei Optical Fiber, Shenglu Communication, and Hengtong Optic-Electric had the highest net inflow rates at 36.14%, 10.11%, and 9.21% respectively [3] Group 2 - The top gainers in the Terahertz concept included Hengtong Optic-Electric with a 7.96% increase, and Tianyin Electromechanical with a 9.17% increase, while the top losers included Taihao Technology with a 3.04% decrease [4] - The overall performance of the Terahertz concept was part of a broader market trend, with various sectors experiencing mixed results, such as Rare Earth Permanent Magnets rising by 4.88% and the Horse Racing concept declining by 0.49% [2]

New Stock Issuance - New stock issuance for Huaxin Jingke at a price of 18.60 on August 25, 2025[1] - Shenkou Co. (stock code: 002633) has a tender offer period from July 29 to August 27, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] Market Alerts - Dongxin Co. (stock code: 688110) reported severe abnormal fluctuations on August 16, 2025[1] - ST Suwu (stock code: 600200) and ST Zhongdi (stock code: 000609) both have announcements dated August 25, 2025[1] - Multiple companies including Zhehai Deman (stock code: 688577) and Huaguang Huaneng (stock code: 600475) have announcements related to abnormal fluctuations on August 23, 2025[1] Additional Information - The report includes links to detailed announcements for various companies, providing transparency and access to further information[1] - The document highlights the importance of monitoring stock performance and market trends for informed investment decisions[1]

New Stock Listings - New stock "能之光" (Code: 920056) listed at an issue price of 7.21 on August 22, 2025[1] - "申科股份" (Code: 002633) has a tender offer period from July 29 to August 27, 2025[1] - "抚顺特钢" (Code: 600399) has a tender offer period from August 12 to September 10, 2025[1] Abnormal Fluctuations - "赛诺医疗" (Code: 688108) reported severe abnormal fluctuations on August 19, 2025[1] - "ST苏吴" (Code: 600200) announced abnormal fluctuations on August 21, 2025[1] - "汇嘉时代" (Code: 603101) reported abnormal fluctuations on August 22, 2025[1] Other Notable Announcements - "酒鬼酒" (Code: 000799) reported an announcement on August 21, 2025[1] - "国机精工" (Code: 002046) had an announcement on August 21, 2025[1] - "全柴动力" (Code: 600218) reported an announcement on August 21, 2025[1]

New Stock Offerings - Shenke Co., Ltd. (002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - Changcheng Military Industry (601606) announced a significant event on August 14, 2025[1] Market Alerts - Dongxin Co., Ltd. (688110) reported severe abnormal fluctuations on August 16, 2025[1] - ST Suwu (600200) has an announcement dated August 21, 2025, regarding market conditions[1] - Yunnan Zhiye (002428) and other companies have recent announcements on August 21, 2025, indicating market activity[1] Financial Performance - ST Jiangsu (600021) reported significant fluctuations on August 20, 2025, with a notable announcement[1] - ST Huanrong (600421) has an announcement dated August 20, 2025, reflecting market conditions[1] - ST Jinhong (000669) reported on August 20, 2025, indicating financial performance concerns[1]

Core Viewpoint - The stock of Taihao Technology Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase of 20% over three consecutive trading days from August 18 to August 20, 2025, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange rules [2][4]. Group 1: Stock Trading Abnormality - The stock price deviation reached a cumulative increase of 20% over three consecutive trading days [2][4]. - The company confirmed that its main business and production operations are normal, with no significant changes in market conditions or industry policies [2][5]. Group 2: Company Verification and Major Events - The company is planning to acquire a 27.46% stake in its subsidiary, Taihao Military Industry, through a share issuance [3][7]. - The first major shareholder, Tongfang Co., Ltd., confirmed that there are no undisclosed significant matters related to the company [7][12]. Group 3: Media Reports and Market Rumors - The company has not identified any media reports or market rumors that could significantly impact its stock price [8][9]. Group 4: Board of Directors Statement - The board of directors confirmed that there are no undisclosed matters that should be disclosed according to the relevant regulations of the Shanghai Stock Exchange [12].

股票代码：600590 股票简称：泰豪科技 公告编号：临 2025-057 泰豪科技股份有限公司 公司指定的信息披露媒体为《中国证券报》《上海证券报》《证券时报》《证 券日报》及上海证券交易所网站（http://www.sse.com.cn），公司所有信息均 以在上述指定信息披露媒体上披露的内容为准。敬请广大投资者理性投资，注意 投资风险。 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： ●泰豪科技股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 8 月 18 日、2025 年 8 月 19 日、2025 年 8 月 20 日连续三个交易日内收盘价格 涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的规定，属于股票 交易异常波动的情况； ●截至本公告披露日，公司主要业务、生产经营情况正常，市场环境及行业 政策未发生重大调整； ●经公司自查、书面征询公司第一大股东同方股份有限公司（以下简称"同 方股份"），截至本公告披露日，除已披露的信息外，均不存在应披露而未披露 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 600590 | 泰家科技 | 12.89 | 9.98% | | 13.69万 | 1.76亿 | | 002338 | 奥普光电 | 57.31 | 4.96% | | 12.12万 | 6.80亿 | | 002231 | *ST奥维 | 4.81 | 4.11% | | 61.26万 | 2.93亿 | | 002214 | *ST大立 | 11.40 | 3.83% | | 6.95万 | 7813.54万 | | 688272 | 富吉瑞 | 30.75 | 3.81% | | 3.31万 | 1.01亿 | | 002151 | 北斗星通 | 31.48 | 3.52% | | 32.04万 | 26666 | | 301302 | 华如科技 | 27.73 | 3.16% | | 17.23万 | 4.75亿 | | 688511 | *ST天微 | 24.10 | 2.68% | | 1.52万 | 3596.35 ...

Group 1 - The upcoming military parade on September 3 will showcase a new generation of weaponry, marking the first major display of China's modernized military capabilities [6][7][9] - The parade will feature over a hundred types of domestically produced main battle equipment, including advanced technologies such as hypersonic weapons, air defense systems, and strategic missiles [9][11][10] - The military industry has seen a resurgence, with the sector experiencing a cumulative increase of over 35% since April, driven by geopolitical tensions and technological advancements [13][15] Group 2 - The stock market reacted positively to the news of the parade, with significant short-term gains in aerospace, satellite navigation, and military stocks, although some stocks retreated after initial highs [2][3] - Notable stock performances include Zhongtian Rocket, which achieved a 9.99% increase, and Yunnan Zhiye, which also saw a 9.99% rise, among others [4][5] - Historical data indicates that major military parades typically catalyze military stock performance, with significant gains observed in the months leading up to such events [17]

Group 1 - The Science and Technology Innovation 50 Index rose over 3%, reaching a new high for the year, driven by a collective surge in chip stocks [1] - Companies such as Jimin Health, Hanzhong Precision Machinery, and Kesen Technology have seen consecutive trading gains, with Jimin Health achieving a five-day streak [1] - The AI server market is dominated by Inspur Information, which holds over 50% market share in China and has reported a 64.39% year-on-year increase in net profit for the first quarter [1] Group 2 - The domestic leading companies are making significant advancements, with Nvidia reportedly developing an AI chip specifically for the Chinese market [3] - Companies like Fullchai Power and Yuanlin Co. have also seen consecutive trading gains, indicating strong market performance [3] - The company Guangxin Technology is a leader in optical modules and has partnered with Cisco to launch a 1.6T silicon optical module [3] Group 3 - The domestic automotive sector is witnessing significant developments, with China FAW planning to acquire approximately 10% of Leap Motor [6] - Companies like Mould Technology and Shentong Express are also making strides, with Mould Technology providing components for new energy vehicles [6] - The automotive thermal management sector is led by companies like Hanzhong Precision Machinery, which specializes in compressors and refrigeration products [8] Group 4 - The pharmaceutical industry is seeing a surge in domestic innovative drugs going global, with Tianmu Pharmaceutical being the first listed company in traditional Chinese medicine [7] - Companies like Huahai Pharmaceutical are advancing in the development of innovative drugs, with over 20 projects currently in research [7] - The automotive passive safety system sector is represented by companies like Songyuan Safety, which reported a 30.85% year-on-year increase in net profit [7]