Core Viewpoint - Kosen Technology (603626.SH) clarifies its business operations in response to media categorization as an AI glasses and foldable screen concept stock, stating it does not produce AI glasses or their components, and that its foldable screen hinge assembly business has minimal impact on overall revenue [1] Group 1: Business Operations - The main business of Kosen Technology is the production of structural components for consumer electronics [1] - The company does not manufacture AI glasses or components related to AI glasses [1] - Kosen Technology's foldable screen hinge assembly business relies on a single customer and uses externally sourced components, contributing only 2.10% to total revenue projected for the first half of 2025 [1]

Core Viewpoint - The company, Kosen Technology, clarifies that it does not produce AI glasses or their structural components, despite being listed as an AI glasses concept stock by the media [1]. Group 1: Business Operations - The main business of the company is the production of structural components for consumer electronics [1]. - The company has a single customer for its folding screen hinge assembly business, which relies on externally sourced structural components [1]. Group 2: Financial Impact - The revenue generated from the folding screen hinge assembly business is estimated to account for only 2.10% of total revenue in the first half of 2025, indicating minimal impact on the company's overall performance [1].

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。 证券代码：603626 证券简称：科森科技 公告编号：2025-044 昆山科森科技股份有限公司 股票交易异常波动公告 重要内容提示： 公司股票于 2025 年 9 月 16 日、9 月 17 日连续 2 个交易日内日收盘价格涨幅 偏离值累计达到 20%，根据《上海证券交易所交易规则》的相关规定，属于股票 交易异常波动情况。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司对有关事项进行核查，并向控股股东、实 际控制人核实，现将有关情况说明如下： 昆山科森科技股份有限公司（以下简称"公司"）股票于 2025 年 9 月 16 日、9 月 17 日连续 2 个交易日内日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》的相关规定，属于股票交易异常波动情况。 经公司自查并向控股股东、实际控制人核实，不存在应披露而未披露的重 大事项。 公司主营业务为消费电子结构件的生产。近期关注到公司被媒体列入 AI 眼镜概念股。经公司自查，公司不生产 AI 眼镜，也不生 ...

Group 1 - The core point of the article is that Kosen Technology's stock experienced abnormal trading fluctuations, with a cumulative closing price increase of 20% over two consecutive trading days [1] - The company confirmed that its production and operational conditions are normal and there are no undisclosed significant matters [1] - Kosen Technology does not manufacture AI glasses or their structural components [1] Group 2 - The company's folding screen hinge assembly business has a single customer, contributing only 2.10% to total revenue in the first half of 2025, thus not significantly impacting overall performance [1] - The company reported losses for both the fiscal year 2024 and the first half of 2025, advising investors to be cautious about investment risks [1]

Market Overview - On September 17, the consumer electronics sector rose by 1.76%, with Hongxi Technology leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Gainers in Consumer Electronics - Hongxi Technology (871857) closed at 30.56, up 29.99% with a trading volume of 89,500 shares [1] - Changying Precision (300115) closed at 31.64, up 12.44% with a trading volume of 2.56 million shares [1] - Shenglan Co., Ltd. (300843) closed at 60.18, up 12.07% with a trading volume of 281,100 shares [1] - Kosen Technology (603626) closed at 16.09, up 9.98% with a trading volume of 182,950 shares [1] - Other notable gainers include Shixiao Technology (301086) and Yidong Electronics (301123) with increases of 9.94% and 8.21% respectively [1] Top Losers in Consumer Electronics - Longyang Electronics (301389) closed at 66.07, down 4.38% with a trading volume of 182,600 shares [2] - Hongrid (301285) closed at 50.08, down 3.00% with a trading volume of 68,400 shares [2] - ST Bogu (600130) closed at 3.88, down 2.51% with a trading volume of 188,200 shares [2] - Other notable losers include Lingyi Technology (002600) and Zhishang Technology (301486) with declines of 2.41% and 2.17% respectively [2] Capital Flow Analysis - The consumer electronics sector experienced a net outflow of 1.15 billion yuan from institutional investors, while retail investors saw a net inflow of 940 million yuan [2][3] - Notable stocks with significant capital inflows include Lens Technology (300433) with a net inflow of 701 million yuan from institutional investors [3] - Conversely, stocks like Shubeide (300322) and Xiechuang Data (300857) faced net outflows from institutional and retail investors [3]

Market Performance - The Shanghai Composite Index rose by 0.04% to close at 3861.87 points, with a daily high of 3876.69 points [1] - The Shenzhen Component Index increased by 0.45% to close at 13063.97 points, reaching a high of 13071.22 points [1] - The ChiNext Index saw a rise of 0.68%, closing at 3087.04 points, with a peak of 3089.78 points [1] Margin Trading Data - The total margin trading balance in the Shanghai and Shenzhen markets was 23848.08 billion yuan, with a financing balance of 23679.68 billion yuan and a securities lending balance of 168.4 billion yuan [1] - The margin trading balance increased by 226.82 billion yuan compared to the previous trading day [1] - The Shanghai market's margin trading balance was 12174.44 billion yuan, up by 122.78 billion yuan, while the Shenzhen market's balance was 11673.64 billion yuan, increasing by 104.04 billion yuan [1] Top Stocks by Margin Buying - A total of 3449 stocks had margin buying, with the top three being: - Shenghong Technology (47.06 billion yuan) - Zhongke Shuguang (40.13 billion yuan) - Hanwujing (37.64 billion yuan) [2] New Fund Issuances - Five new funds were launched, including: - Xingyin Yifu Conservative Pension Target One-Year Holding Mixed Fund (FOF) - Southern CSI Hong Kong Stock Connect Technology ETF Initiating Link A - Southern CSI Hong Kong Stock Connect Technology ETF Initiating Link C - Wanji Cycle Vision Stock Initiating Fund C - Wanji Cycle Vision Stock Initiating Fund A [3] Top Net Purchases by Dragon and Tiger List - The top ten net purchases on the Dragon and Tiger list were: - Huasheng Tiancai (66337.98 million yuan) - Hanwei Technology (37405.82 million yuan) - Sanhua Intelligent Control (33447.08 million yuan) - Xinghui Entertainment (27845.08 million yuan) - Gongxiao Daji (26218.34 million yuan) - Shanzigao Technology (26125.3 million yuan) - Kuaijingtong (25741.69 million yuan) - Kesen Technology (17282.26 million yuan) - Tianji Shares (12011.21 million yuan) - Puzhou Shares (9725.6 million yuan) [4]

Group 1 - The foldable screen sector experienced a strong upward movement at the beginning of trading, with Kosen Technology hitting the daily limit up [1] - Hongli Zhihui and Lihexing both saw increases of over 10% [1] - Defu Technology and Dalian Technology also followed with gains [1]

科森科技(603626)今日涨停，全天换手率23.03%，成交额18.29亿元，振幅9.26%。龙虎榜数据显示，营 业部席位合计净买入1.73亿元。 上交所公开信息显示，当日该股因日换手率达23.03%上榜，营业部席位合计净买入1.73亿元。 8月27日公司发布的半年报数据显示，上半年公司共实现营业收入15.82亿元，同比下降9.13%，实现净 利润-1.05亿元。（数据宝） 科森科技9月16日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中信证券股份有限公司浙江分公司 | 9841.04 | | | 买二 | 国泰海通证券股份有限公司总部 | 5589.06 | | | 买三 | 华泰证券股份有限公司岳阳岳阳大道证券营业部 | 4664.11 | | | 买四 | 国金证券股份有限公司深圳分公司 | 4453.57 | | | 买五 | 开源证券股份有限公司西安西大街证券营业部 | 4439.01 | | | 卖一 | 国泰海通证券股份有限公司总部 | | 3725.1 ...

格隆汇9月16日丨科森科技(603626.SH)在投资者互动平台表示，经公司自查，公司不生产AI眼镜，也不 生产AI眼镜的结构件，公司已在2025年8月21日、8月23日披露了相关公告。 ...

Core Viewpoint - The AI PC concept sector has shown a positive performance, with a 2.82% increase, ranking 7th among various concept sectors, indicating strong investor interest and potential growth in this area [1]. Group 1: Sector Performance - As of September 16, the AI PC concept sector increased by 2.82%, with 38 stocks rising, including notable performers like Bomin Electronics and Kesen Technology, which hit the daily limit up [1]. - The top gainers in the sector included Zhongshi Technology, Changying Precision, and Danghong Technology, with increases of 11.40%, 8.94%, and 6.87% respectively [1]. Group 2: Capital Flow - The AI PC concept sector attracted a net inflow of 2.025 billion yuan from main funds, with 24 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [2]. - Kesen Technology led the net inflow with 602.13 million yuan, followed by Changying Precision and Bomin Electronics with net inflows of 495.44 million yuan and 320.07 million yuan respectively [2]. Group 3: Capital Inflow Ratios - Kesen Technology, Bomin Electronics, and Victory Precision had the highest net inflow ratios at 32.92%, 18.71%, and 14.57% respectively, indicating strong investor confidence in these stocks [3].