北京淳中科技股份有限公司 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个别及连带责任。 证券代码：603516 证券简称：淳中科技 公告编号：2025-042 重要内容提示: ●北京淳中科技股份有限公司（以下简称"公司"）股票于 2025 年 7 月 29 日、7 月 30 日、7 月 31 日连续三个交易日内收盘价格涨幅偏离值累计达到 20%， 属于《上海证券交易所交易规则》规定的股票交易异常波动情形。2025 年 7 月 31 日，公司静态市盈率为 143.28，换手率为 11.90%，自 2025 年 7 月 11 日至 2025 年 7 月 31 日，公司股价累计涨幅为 63.50%，公司所属计算机行业的静态市盈率 为 86.22，公司静态市盈率远高于行业平均水平，公司股价存在短期上涨过快可 能出现的下跌风险。 ●根据公司 2025 年 7 月 11 日于上海证券交易所网站（www.sse.com.cn）披 露的《北京淳中科技股份有限公司 2025 年半年度业绩预告》，公司预计 2025 年半年度归属于上 ...

关于对《北京淳中科技股份有限公司 股票交易异常波动问询函》的回函 二、本次股票交易异常波动期间，本人不存在买卖贵公司股票的情况。 三、本人将严格遵守《上海证券交易所股票上市规则》等有关规定，依法 履行信息披露义务。 特此回函。 控股股东、实际控制人：何仕达 2025 年 7 月 31 日 北京淳中科技股份有限公司： 本人已收到《北京淳中科技股份有限公司股票交易异常波动问询函》，作为 北京淳中科技股份有限公司（以下简称"公司"）的控股股东及实际控制人，经 本人自查确认，现就相关事项回复如下： 一、截至本回函出具之日，本人不存在涉及应披露而未披露的影响公司股 票交易异常波动的重大事项和重大信息，包括但不限于重大资产重组、股份发 行、上市公司收购、债务重组、业务重组、资产剥离和资产注入等重大事项。 ...

淳中科技（603516）公告，公司股票于2025年7月29日、7月30日、7月31日连续三个交易日内收盘价格 涨幅偏离值累计达到20%，属于股票交易异常波动情形。2025年7月31日，公司静态市盈率为143.28， 换手率为11.90%，自2025年7月11日至2025年7月31日，公司股价累计涨幅为63.50%，公司所属计算机 行业的静态市盈率为86.22，公司静态市盈率远高于行业平均水平，公司股价存在短期上涨过快可能出 现的下跌风险。根据公司2025年半年度业绩预告，公司预计2025年半年度归属于上市公司股东的净利润 为-4100万元到-3840万元，将出现亏损。 ...

截至收盘，上证指数报收3573.21点，下跌1.18%；深证成指收于11009.77点，下跌1.73%；创业板指下 跌1.66%；科创50指数下跌1.01%。 | 002940 | 昂利康 | 57.20 | 11.32 | 67.85 | 3880.99 | 医药生物 | | --- | --- | --- | --- | --- | --- | --- | | 600828 | 茂业商业 | 4.66 | 5.07 | 813.93 | 3792.90 | 商贸零售 | | 600774 | 汉商集团 | 11.33 | 8.01 | 322.68 | 3655.95 | 医药生物 | | 002799 | 环球印务 | 9.24 | 9.38 | 352.96 | 3261.36 | 轻工制造 | | 603516 | 淳中科技 | 60.48 | 11.90 | 52.57 | 3179.43 | 计算机 | | 001318 | 阳光乳业 | 18.14 | 18.45 | 158.69 | 2878.64 | 食品饮料 | | 603273 | 天元智能 | 21.09 | 38.88 | 122 ...

Group 1 - A total of 168 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more as of July 30 [1] - The stock with the longest consecutive net inflow days is Chunzhong Technology, which has seen net inflows for 16 trading days [1] - Other notable stocks with significant consecutive net inflow days include Longqi Technology, Daon Shares, Chengdi Xiangjiang, Huicheng Environmental Protection, Gaocai Shares, Juhe Materials, Wancheng Group, Huaxi Biological, and Xindian Software, with 14, 13, 13, 13, 11, 10, 10, 10, and 10 trading days of net inflows respectively [1]

Group 1: Market Performance - The computing power sector experienced significant gains on July 31, with stocks such as Invec, Changfei Fiber, and Hewei Electric seeing consecutive increases, while Chunzhong Technology and Siquan New Materials reached their daily limit [1] - Notable stock performances included Invec (002837.SZ) with a price of 40.21, up 10.01%, and a market cap of 338.70 billion; Hewei Electric (603063.SS) at 37.90, also up 10.01%, with a market cap of 172.28 billion [2] Group 2: Industry Developments - Meta announced an increase in its capital expenditure forecast for 2025 to between 66 billion and 72 billion, driven by investments in talent, infrastructure, data centers, and energy to support the evolving AI competition [4] - Microsoft reported fourth-quarter revenue of 76.44 billion, exceeding analyst expectations, and projected capital expenditures for the next fiscal year to exceed 30 billion [4] - The Ministry of Industry and Information Technology in China emphasized the acceleration of high-quality development in computing power infrastructure during the release of the National Information Development Report (2024) [4] Group 3: Institutional Insights - Guosheng Securities noted that some CSP manufacturers have revised their annual expenditure forecasts upward, indicating a high demand for computing power, with light communication becoming a crucial component of AI infrastructure [5] - According to招商证券, there is a noticeable trend of computing power demand overflow from leading overseas manufacturers, with significant growth in international business for top IDC companies [5] - Huachuang Securities highlighted the rapid iteration of AI large models and smart hardware applications driving a surge in demand for high-performance servers, GPUs, and advanced PCBs [5]

Group 1 - The core viewpoint of the article highlights the significant rise in AI industry stocks, particularly in companies like DingTong Technology and Shengyi Electronics, which have reached new historical highs [1] - Domestic large models represented by the DeepSeek series are now comparable in performance to leading overseas models, with lower costs, indicating a shift from "usable" to "well usable" [1] - The application of domestic large models in sectors such as finance and office work is noteworthy, with AI Agents already being implemented in enterprise management scenarios, suggesting substantial future growth potential [1] Group 2 - Domestic AI chip manufacturers like Haiguang Information, Huawei, and Cambricon have made positive breakthroughs in AI chip products, while companies such as Suiyuan, Muxi, Tianshu, and Biran are also rapidly developing [1] - The domestic AI industry chain is gradually improving from computing power, algorithms to application scenarios, as noted by Ping An Securities [1] - The intelligent driving market in China, valued in trillions, is accelerating its penetration, with a significant trend towards the popularization of smart driving [1]

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Chunzhong Technology, indicating a significant decline in revenue and profit for the first quarter of 2025 [1] - As of July 30, 2025, Chunzhong Technology's stock closed at 54.98 yuan, reflecting a 6.99% increase with a turnover rate of 7.69% and a trading volume of 156,300 hands, amounting to 818 million yuan [1] - The company experienced a net inflow of 18.73 million yuan in principal funds, accounting for 2.29% of the total transaction amount, with large orders contributing significantly to this inflow [1] Group 2 - For the first quarter of 2025, Chunzhong Technology reported total operating revenue of 39.14 million yuan, a year-on-year decrease of 47.67%, and a net profit attributable to shareholders of 14.52 million yuan, down 342.29% [1] - The company has a current ratio of 12.020, a quick ratio of 10.821, and a debt-to-asset ratio of 7.60%, indicating strong liquidity and low leverage [1] - Chunzhong Technology, established in 2011 and based in Beijing, primarily engages in the manufacturing of instruments and meters, with a registered capital of 2.018 billion yuan [1][2]

Core Viewpoint - As of July 29, a total of 187 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Longest Continuous Net Inflows - The stock with the longest continuous net inflow is Chunzong Technology, which has seen net buying for 15 consecutive trading days [1] - Other notable stocks with significant net inflow days include Yunnan Baiyao (14 days), Longqi Technology (13 days), and Huicheng Environmental Protection (12 days) [1] - Additional stocks with 12 days of net inflows include Intercontinental Oil & Gas, Daon Co., Chengdi Xiangjiang, and Gaoce Co., while Dongfang Cable has seen net inflows for 10 days [1]

北京淳中科技股份有限公司（以下简称"公司"）2023 年员工持股计划所 持有的公司股票已全部出售完毕。根据《关于上市公司实施员工持股计划试点 的指导意见》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》 及《北京淳中科技股份有限公司 2023 年员工持股计划管理办法》等规定，现将 员工持股计划相关情况公告如下： 一、2023 年员工持股计划基本情况 （一）2023 年 4 月 27 日，公司召开第三届董事会第十九次会议、第三届 监事会第十五次会议，审议通过了《关于公司<2023 年员工持股计划（草案）> 及其摘要的议案》《关于公司<2023 年员工持股计划管理办法>的议案》《关于 提请股东大会授权董事会办理 2023 年员工持股计划相关事宜的议案》，上述议 案经公司 2023 年 5 月 16 日召开的 2023 年第二次临时股东大会审议通过。具体 内容详见公司于 2023 年 4 月 28 日、2023 年 5 月 17 日在上海证券交易所网站 （www.sse.com.cn）披露的相关公告。 （二）2023 年 7 月 17 日，公司收到中国证券登记结算有限责任公司上海 分公司出具的《过户登记 ...