Core Points - The company announced the dismissal of Mr. Fu Xiaoqi from the position of Vice General Manager [2] Company Summary - The board of directors of the company approved the decision to terminate Mr. Fu Xiaoqi's role [2]

傅晓旗先生在本公司原分管事务已由其他高管分管，截至本公告披露日，傅 晓旗先生仍在天津大豪融资租赁有限公司任职，本次解聘不会对公司正常经营管 理造成影响。公司董事会感谢傅晓旗先生在担任公司副总经理期间对公司做出的 贡献。 截至本公告披露日，傅晓旗先生未持有公司股份。 特此公告。 北京大豪科技股份有限公司董事会 2025 年 11 月 1 日 证券代码：603025 证券简称：大豪科技 公告编号：2025-060 北京大豪科技股份有限公司 关于公司高管变动的公告 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个别及连带责任。 北京大豪科技股份有限公司（以下简称"公司"）于 2025 年 10 月 31 日召 开第五届董事会第十八次临时会议，审议通过了《关于解聘公司副总经理的议案》， 应公司总经理提请，公司董事会提名委员会审核，因公司工作调整，公司董事会 同意解聘傅晓旗先生的公司副总经理职务，自本次董事会审议通过之日起生效。 ...

证券代码：603025 证券简称：大豪科技 公告编号：2025-059 北京大豪科技股份有限公司 关于 2025 年第三季度业绩说明会召开情况的公告 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个别及连带责任。 一、说明会类型 五、会议主要内容 本次业绩说明会的主要内容详见附件。 关于公司 2025 年第三季度业绩说明会的详细情况，投资者也可以通过上海 证券交易所上证路演中心（https://roadshow.sseinfo.com/）进行查看。感谢 各位投资者积极参与本次业绩说明会，公司在此对长期以来关注和支持公司发展 并积极提出意见或建议的投资者表示衷心的感谢！ 特此公告。 本次业绩说明会以视频结合网络互动方式召开，公司就 2025 年第三季度的 经营成果及财务指标的具体情况等与投资者进行了互动交流和沟通，在信息披露 允许的范围内就投资者普遍关注的问题进行了回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 10 月 29 日(星期三) 下午 15:00-16:00 （ 二 ） 会 议 召 开 地 点 ： 上 海 ...

Group 1 - The core viewpoint of the news is that Dahao Technology has experienced a significant stock price increase, with a 15.13% rise over three consecutive days, reaching a price of 20.38 yuan per share and a market capitalization of 227.57 billion yuan [1] - Dahao Technology's main business involves the research, development, production, and sales of intelligent equipment computer control systems and related products, with revenue composition as follows: 82.72% from intelligent equipment electric control systems, 10.59% from network security hardware and communication hardware development, 4.93% from smart factories, and 1.76% from other services [1] Group 2 - The Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Dahao Technology, having reduced its holdings by 17,500 shares in the third quarter, now holding 2.0253 million shares, which is 0.18% of the circulating shares [2] - The Southern CSI 1000 ETF has achieved a year-to-date return of 27.27%, ranking 2113 out of 4218 in its category, and a one-year return of 26.9%, ranking 1828 out of 3878 [2] Group 3 - The fund manager of the Southern CSI 1000 ETF is Cui Lei, who has been in the position for nearly 7 years, managing a total fund size of 122.76 billion yuan, with the best fund return during the tenure being 178.9% and the worst being -15.93% [3]

Group 1 - The core point of the article highlights that Dahao Technology's trading volume reached 1.038 billion yuan, marking a new high since September 1, 2023 [1] - The latest stock price of Dahao Technology increased by 3.60%, with a turnover rate of 4.80% [1] - The trading volume for the previous trading day was 408 million yuan [1]

Market Overview - The market experienced strong fluctuations throughout the day, with the Shanghai Composite Index reaching a new high for the year and the ChiNext Index rising over 3% [1] - The storage chip sector saw significant gains, with multiple stocks such as Puran and Xiangnong Chip rising to their daily limits [1] - Other sectors like CPO and PCB also saw increases, with companies like Shengyi Electronics hitting their daily limits and Zhongji Xuchuang rising over 10% to a new high [1] - The commercial aerospace concept was strong, with stocks like China Satellite and Shanghai Huguang reaching their daily limits [1] - In contrast, the coal and gas sectors faced adjustments, with Baichuan Energy, Yunmei Energy, and Antai Group hitting their daily limits [1] - Overall, more than 3,000 stocks in the Shanghai and Shenzhen markets rose, with a trading volume of nearly 2 trillion, an increase of over 300 billion from the previous day [1] Storage Sector - The storage concept saw a resurgence, with stocks like Daway, Puran, Demingli, and Xiangnong Chip all hitting their daily limits [4] - Overnight, U.S. storage companies experienced significant gains, with SanDisk rising over 13% and Micron and Western Digital increasing over 4% [4] - Samsung Electronics and SK Hynix announced a price increase of up to 30% for DRAM and NAND flash memory in Q4, responding to the current market supply-demand imbalance, marking the beginning of a price increase cycle [4] - AI applications are driving demand for high-capacity storage products, with HDD and SSD suppliers actively expanding their offerings [4] - The lead time for NLHDD has extended from several weeks to over 52 weeks due to supply shortages, highlighting a growing storage gap [4][6] - Server DRAM demand is expected to grow rapidly, with CSP's DRAM procurement needs projected to increase significantly by 2026 [6] Aerospace Sector - The aerospace sector also saw a strong performance, with Aerospace Science and Technology hitting its daily limit, along with stocks like Aerospace Intelligence and China Satellite [7] - The 20th Central Committee's Fourth Plenary Session report emphasized the construction of a "strong aerospace nation," marking a significant policy direction [8] - Analysts predict that more supportive policies for the aerospace industry will emerge, focusing on national defense and space infrastructure development [10] Domestic Chip Sector - The domestic chip sector rebounded, with stocks like Yingxin Development and Dahao Technology hitting their daily limits, and Cambrian Technologies rising by 9% [11] - The Fourth Plenary Session report highlighted the need to accelerate high-level technological self-reliance and strengthen original innovation [11] - The strategic deployment from the meeting indicates a shift from "catching up" to "leading" in technology development [13] Other Notable Sectors - The AI industry chain collectively rebounded, with Zhongji Xuchuang reaching a new high and multiple stocks in the PCB sector hitting their daily limits [18] - The pharmaceutical, coal, and deep earth economy sectors experienced the largest declines [18]

Core Insights - The automation equipment sector experienced a rise of 1.64% on October 24, with Inno Laser leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Inno Laser (301021) closed at 45.07, up 11.89% with a trading volume of 181,400 shares and a transaction value of 809 million [1] - Ok Technology (001223) and Kaidi Co. (605288) both saw a 10% increase, closing at 55.67 and 89.68 respectively [1] - Other notable performers included Dahao Technology (603025) with a 9.99% increase and Guangyun Da (300227) with an 8.59% increase [1] Fund Flow Analysis - The automation equipment sector saw a net outflow of 642 million from institutional investors, while retail investors contributed a net inflow of 551 million [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Fund Flow - Major stocks like Damo Technology (603025) and Robot (300024) experienced significant net inflows from institutional investors, amounting to 109 million and 92 million respectively [3] - Conversely, stocks such as Ok Technology (001223) and Kaidi Co. (605288) faced net outflows from retail investors, indicating a divergence in investor sentiment [3]

Core Insights - The company reported a total revenue of 2.228 billion yuan for Q3 2025, an increase of 314 million yuan compared to the same period last year, marking a 16.43% year-on-year growth [1] - The net profit attributable to shareholders reached 601 million yuan, up by 109 million yuan year-on-year, reflecting a 22.07% increase [1] - The net cash inflow from operating activities was 216 million yuan, an increase of 93.82 million yuan, representing a 76.53% year-on-year growth [1] Financial Performance - The latest gross profit margin is 44.06%, up by 0.65 percentage points from the previous quarter and 1.50 percentage points from the same period last year [2] - The return on equity (ROE) stands at 23.04%, an increase of 1.85 percentage points year-on-year [2] - The diluted earnings per share (EPS) is 0.54 yuan, an increase of 0.10 yuan, reflecting a 22.73% year-on-year growth [2] - The total asset turnover ratio is 0.48 times, up by 0.01 times from last year, indicating a 3.11% year-on-year increase [2] - The inventory turnover ratio is 2.32 times, an increase of 0.01 times year-on-year, showing a 0.60% growth [2] Shareholder Structure - The number of shareholders is 39,400, with the top ten shareholders holding 925 million shares, accounting for 82.83% of the total share capital [2] - The largest shareholder is Beijing Yiqing Holdings Co., Ltd., holding 33.1% of the shares [2] Debt and Liquidity - The company's latest debt-to-asset ratio is 40.38% [3]

Core Viewpoint - The company has released its third-quarter report for 2025, ensuring the accuracy and completeness of the financial information presented, and has outlined significant shareholder activities and governance changes [3][11]. Financial Data - The financial report for the third quarter of 2025 has not been audited [7]. - The report includes key financial data and indicators, although specific figures are not detailed in the provided text [3][8]. Shareholder Information - The controlling shareholder, Yiqing Holdings, plans to increase its stake in the company by investing between 50 million and 100 million RMB from June 19, 2025, to December 18, 2025 [5]. - As of September 30, 2025, Yiqing Holdings holds 369,624,329 shares, representing 33.10% of the total share capital, and together with its concerted party, Mr. Zheng Jianjun, they hold a total of 514,755,751 shares, accounting for 46.10% of the total share capital [5]. Governance Changes - The company held a temporary shareholders' meeting on September 10, 2025, where it approved amendments to the company’s articles of association and the dissolution of the supervisory board, transferring its responsibilities to the audit committee of the board [6]. - The amendments to the articles of association are still in the process of being registered and finalized [6]. Board Meeting - The fifth board of directors held its seventeenth temporary meeting on October 23, 2025, where all nine directors were present [10]. - The board approved the third-quarter report for 2025, affirming that the report complies with relevant laws and accurately reflects the company's situation [11][12].

Core Insights - The company reported a revenue of 744,789,478.45 yuan for the third quarter of 2025, representing a year-on-year growth of 23.19% [2] - The net profit attributable to shareholders of the listed company was 202,006,250.06 yuan, showing an increase of 18.35% compared to the same period last year [2] Financial Performance - Revenue for Q3 2025: 744.79 million yuan, up 23.19% year-on-year [2] - Net profit for Q3 2025: 202.01 million yuan, up 18.35% year-on-year [2]