重要内容提示： | 增持主体名称 | 北京一轻控股有限责任公司 | | | | --- | --- | --- | --- | | 增持主体身份 | 控股股东、实控人 控股股东、实控人的一致行动人 | 是 是 | 否 否 | | | 直接持股 5%以上股东 | 是 | 否 | | | 董事、监事和高级管理人员 | 是 | 否 | | | 其他：__________ | | | | 增持前持股数量 | 364,783,369 股 | | | | 增持前持股比例 （占总股本） | 32.89% | | | 证券代码：603025 证券简称：大豪科技 公告编号：2025-061 北京大豪科技股份有限公司 关于控股股东增持公司股份的进展公告 本公司董事会、全体董事及相关股东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。 上述增持主体存在一致行动人： 股东名称 持股数量 （股） 持股比例 一致行动关系形 成原因 第一组 北京一轻控股有 限责任公司 364,783,369 32.89% 双方签署《一致行 动协议》 郑建军 145,131,42 ...

Core Insights - Dahu Technology's stock increased by 0.11% on November 20, with a trading volume of 113 million yuan, indicating stable market interest [1] - The company reported a net financing outflow of 20.49 million yuan on the same day, with a total financing and margin balance of 278 million yuan, suggesting high leverage levels [1] - For the first nine months of 2025, Dahu Technology achieved a revenue of 2.228 billion yuan, reflecting a year-on-year growth of 16.43%, and a net profit of 601 million yuan, up 22.07% [2] Financing and Margin Data - On November 20, Dahu Technology had a financing buy-in of 6.751 million yuan, with a current financing balance of 2.77 billion yuan, accounting for 1.41% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of investor engagement [1] - The company also reported a margin balance of 705,000 yuan with a short selling volume of 39,900 shares, which is above the 80th percentile of the past year [1] Shareholder and Dividend Information - As of September 30, the number of Dahu Technology's shareholders decreased by 1.70% to 39,400, while the average number of circulating shares per person increased by 1.73% to 28,125 shares [2] - Since its A-share listing, Dahu Technology has distributed a total of 2.946 billion yuan in dividends, with 906 million yuan distributed in the last three years [3] - Notable institutional shareholders include Hong Kong Central Clearing Limited and new entrant Dongfanghong New Power Mixed A, indicating a shift in shareholder composition [3]

Core Viewpoint - Dahao Technology (603025) reported on November 20 that as of September 30, 2025, the total number of shareholders reached 39,436 [1] Summary by Category - **Company Information** - Dahao Technology's total number of shareholders as of September 30, 2025, is 39,436 [1]

Market Overview - The automation equipment sector experienced a decline of 1.54% on November 14, with Bojie Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Top Performers - The top gainers in the automation equipment sector included: - **ZhiHua Co. (688589)**: Closed at 51.34, up 11.61% with a trading volume of 246,200 shares and a transaction value of 1.215 billion [1] - **Hongying Intelligent (001266)**: Closed at 36.27, up 10.01% with a trading volume of 126,800 shares and a transaction value of 454 million [1] - **Delong Laser (688170)**: Closed at 38.33, up 9.48% with a trading volume of 121,400 shares and a transaction value of 453 million [1] Underperformers - The notable decliners in the sector included: - **Bojie Co., Ltd. (002975)**: Closed at 73.70, down 5.73% with a trading volume of 70,400 shares and a transaction value of 523 million [2] - **Robot Technology (300757)**: Closed at 203.04, down 5.60% with a trading volume of 46,600 shares and a transaction value of 962 million [2] - **Buku Co. (688160)**: Closed at 87.70, down 4.24% with a trading volume of 10,500 shares and a transaction value of 93.3 million [2] Capital Flow - The automation equipment sector saw a net outflow of 1.074 billion from institutional investors, while retail investors contributed a net inflow of 859 million [2][3] - The sector's capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2][3] Individual Stock Capital Flow - Key individual stock capital flows included: - **Delong Laser (688170)**: Institutional net inflow of 37.56 million, retail net outflow of 32.20 million [3] - **Ruisheng Technology (688090)**: Institutional net inflow of 32.10 million, retail net outflow of 6.82 million [3] - **Hongying Intelligent (001266)**: Institutional net inflow of 25.55 million, retail net outflow of 14.83 million [3]

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]