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 ...

南财智讯9月17日电，科森科技公告，公司股票在2025年9月16日、9月17日连续2个交易日内收盘价格涨 幅偏离值累计达到20%，构成股票交易异常波动。经公司自查并向控股股东、实际控制人核实，确认生 产经营情况正常，不存在应披露而未披露的重大事项。公司不生产AI眼镜，也不生产AI眼镜的结构 件。公司的折叠屏铰链组装业务客户单一，该业务在2025年上半年产生的收入占总营收比例仅2.10%， 对公司业绩不产生重大影响。此外，公司2024年度和2025年上半年均出现亏损，提醒投资者注意投资风 险。 ...

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].

Market Overview - The consumer electronics sector rose by 0.83% on September 16, with Xiechuang Data leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Consumer Electronics - Xiechuang Data (300857) closed at 66.95, up 13.10% with a trading volume of 361,300 shares and a turnover of 5.362 billion [1] - Wanrida (301285) closed at 51.63, up 11.54% with a trading volume of 88,400 shares and a turnover of 430 million [1] - Tonglian Precision (688210) closed at 50.46, up 10.13% with a trading volume of 105,400 shares and a turnover of 511 million [1] - Kosen Technology (603626) closed at 14.63, up 10.00% with a trading volume of 1,277,600 shares and a turnover of 1.829 billion [1] - Changying Precision (300115) closed at 28.14, up 8.94% with a trading volume of 2,005,300 shares and a turnover of 552.5 million [1] Top Losers in Consumer Electronics - Yabo Xuan (870357) closed at 26.43, down 3.36% with a trading volume of 28,600 shares and a turnover of 75.74 million [2] - Derun Electronics (002055) closed at 8.44, down 2.88% with a trading volume of 1,104,500 shares and a turnover of 927 million [2] - Yingli Co., Ltd. (300956) closed at 19.71, down 2.81% with a trading volume of 152,900 shares and a turnover of 301 million [2] Capital Flow Analysis - The consumer electronics sector saw a net inflow of 416 million from institutional investors, while retail investors experienced a net outflow of 173 million [2][3] - Major stocks like Kosen Technology and Changying Precision had significant net inflows from institutional investors, indicating strong interest [3]