证券代码：603859 证券简称：能科科技 公告编号：2025-040 能科科技股份有限公司 股票交易异常波动公告 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前生产经营活动正常，生产成本和销售等情况没有出现 大幅波动，内部生产经营秩序正常。 （二）重大事项情况 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。 重要内容提示： 能科科技股份有限公司（以下简称"公司"或"能科科技"）股票于 2025 年 7 月 31 日、8 月 1 日和 8 月 4 日连续三个交易日内日收盘价格涨幅偏离 值累计超过 20%，根据《上海证券交易所交易规则》有关规定，属于股票交易异 常波动情形。公司近期股票交易价格涨幅较大，敬请广大投资者注意二级市场交 易风险，理性决策，审慎投资。 公司于 2025 年 4 月 25 日披露了《2024 年年度报告》《2025 年第一季度 报告》，公司 2024 年度归属于上市公司股东净利润、2025 年第一季度营业收入 和归属于上市公司股东净利润较上年同期下滑。敬请广大投资者理性投资，注意 ...

关于对能科科技股份有限公司 关于对能科科技股份有限公司 股票交易异常波动问询函的回复 能科科技股份有限公司: 股票交易异常波动问询函的回复 能科科技股份有限公司: 本人于 > 225年 > 月 6 | 日收到公司发来的《关于对能科科技股份有限 公司股票交易异常波动问询函》,经本人自查确认,现回复如下: 本人作为公司的控股股东、实际控制人,截止目前,不存在应披露而未披露 的重大信息,包括但不限于重大资产重组、股份发行、收购、债务重组、业务重 组、资产剥离、资产注入、股份回购、股权激励、破产重整、重大业务合作、引 进战略投资者等重大事项。 本人亦将严格遵守《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。 特此回复。 控股股东、实际控制人: 祖军 日期: 025年 X 月 (70) 本人于 20 25年 名 月 04月收到公司发来的《关于对能科科技股份有限 公司股票交易异常波动问询函》,经本人自查确认,现回复如下: 本人作为公司的实际控制人,截止目前,不存在应披露而未披露的重大信息, 包括但不限于重大资产重组、股份发行、收购、债务重组、业务重组、资产剥离、 资产注入、股份回购、股权激励、破产重整、 ...

Group 1 - The global military expenditure is entering an upward cycle due to intensified geopolitical conflicts, which is expected to drive the military trade market expansion and lead to a revaluation of the sector [10] - The 2025 World Robot Conference will be held from August 8 to 12 in Beijing, showcasing over 1,500 exhibits from more than 200 domestic and international robot companies, with nearly double the number of new products launched compared to last year [12] - The humanoid robot market in China is projected to reach nearly 38 billion yuan by 2030, with significant investments from international groups like LG Electronics in companies like Zhiyuan Robotics [13] Group 2 - The AI+ industrial software segment in China is expected to grow at a compound annual growth rate of 41.4% from 2024 to 2028, significantly outpacing the 19.3% growth rate of core industrial software during the same period [26] - The introduction of solid-state batteries in electric vehicles is highlighted by SAIC's confirmation that the new MG4 will be the world's first mass-produced electric vehicle equipped with semi-solid-state batteries [28] - The global mobile and PC gaming market is anticipated to exceed $120 billion by 2028, indicating a recovery in growth momentum [30]

| 603859 | 能科科 | 9.99 | 8.23 | 11271.92 | 13.69 | | --- | --- | --- | --- | --- | --- | | | 技 | | | | | | 002977 | 天箭科 | 10.01 | 16.09 | 9996.07 | 24.51 | | | 技 | | | | | | 002669 | 康达新 | 7.04 | 14.35 | 8239.62 | 14.00 | | | 材 | | | | | | 300342 | 天银机 | 2.85 | 8.19 | 7345.41 | 11.81 | | | 电 | | | | | | 603712 | 七一二 | 5.61 | 4.31 | 7327.77 | 10.14 | | 688788 | 科思科 | 20.00 | 6.49 | 6813.52 | 9.66 | | | 技 | | | | | | 002777 | 久远银 | 4.48 | 11.27 | 6373.59 | 6.95 | | | 海 | | | | | | 600590 | 泰豪科 | 4.03 | 6.45 | ...

Group 1 - The aviation engine sector saw a rise of 3.47%, ranking fifth among concept sectors, with 87 stocks increasing, including Aileda which hit the daily limit up by 20% [1] - Notable gainers in the aviation engine sector included Shanhua Intelligent (up 10.01%), Xiangya Technology (up 11.19%), and Xiling Power (up 8.47%) [1][7] - The sector experienced a net inflow of 1.975 billion yuan, with 48 stocks receiving net inflows, and six stocks exceeding 100 million yuan in net inflow, led by Shanhua Intelligent with 494 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio were Xiguang Electronics (23.75%), Aileda (22.99%), and Shanhua Intelligent (20.94%) [3] - The aviation engine concept sector was among the top gainers, alongside military restructuring and military-civilian integration concepts, which rose by 5.68% and 3.53% respectively [2] - The overall market performance showed a mixed trend, with some sectors like dairy and animal vaccines experiencing declines of -0.46% and -0.39% respectively [2]

Market Overview - The market opened lower but rebounded throughout the day, with all three major indices rising. The total trading volume reached 1.52 trillion [1] - The military industry sector saw a significant surge, with over 20 stocks including North Long Dragon and Great Wall Military Industry hitting the daily limit [1][4] - The robotics sector also performed strongly, with stocks like Zhejiang Rongtai and Dongjie Intelligent reaching their limits [1][6] - Solid-state battery concepts experienced a rise, with Shanghai Xiba hitting a new high [1] Key Sectors Military Industry - The military sector experienced a substantial increase, with stocks like Hengyu Xintong and Aerospace Electronics hitting their daily limits. Notable stocks such as Great Wall Military Industry and North Long Dragon reached historical highs [4] - A catalyst for this surge was the report from Global Times stating that the Pakistani military has integrated Chinese-made Z-10ME armed helicopters into its aviation units [4] Robotics - The robotics sector saw a notable rise, with companies like Zhongma Transmission and Dongjie Intelligent achieving consecutive limit-ups. The World Robot Conference is scheduled to take place from August 8 to 12 in Beijing [6][8] - DJI is set to launch its first sweeping robot product "Romo" on August 6 [6] AI Applications - The AI applications sector continued to perform well, with companies like Nengke Technology and Huashengchang hitting their limits. Barclays reported that the AI website building tool Lovable achieved an annual recurring revenue of $100 million in just eight months [9][11] - OpenAI is expected to officially release the new GPT-5 model in early August, which could significantly impact the AI programming landscape [9][11] Stock Performance - Great Wall Military Industry (stock code: 601606) reached a price of 38.83 with a 10% increase and a market cap of 28.12 billion [5] - Dongjie Intelligent (stock code: 300486) saw a price of 16.99 with a 19.99% increase [7] - Nengke Technology (stock code: 603859) reached a price of 42.61 with a 9.99% increase and a market cap of 10.43 billion [10]

证券之星消息，8月4日IT服务板块较上一交易日上涨1.12%，卓易信息领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。IT服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688258 | 卓易信息 | 75.43 | 12.08% | 11.83万 | | 8.32亿 | | 300609 | 汇纳科技 | 46.63 | 10.89% | 15.37万 | | 6.90亿 | | 603859 | 能科技 | 42.61 | 9.99% | 20.13万 | | 8.23亿 | | 300167 | ST迪威讯 | 6.21 | 8.57% | 24.50万 | | 1.46亿 | | 688251 | 井松智能 | 22.27 | 7.85% | 4.46万 | | 9647.06万 | | 688227 | 品高股份 | 33.17 | 6.97% | 7.82万 | | 2.57亿 | | ...

Market Performance - The three major indices showed strength, with the Shanghai Composite Index rising by 0.66%, the Shenzhen Component Index increasing by 0.46%, the ChiNext Index up by 0.5%, and the STAR Market 50 Index gaining 1.22% [2][3] - Over 3,700 stocks in the two markets experienced an increase, with a total trading volume of approximately 1.50 trillion yuan [4] Military Industry - The military sector performed exceptionally well, with notable stock increases: North China Long Dragon (301357.SZ) up by 20%, Construction Industry (002265.SZ) up by 10%, and others like China Marine Defense (600764.SH) and North Navigation (600435.SH) also rising [5] - CITIC Securities indicated that the fundamentals of the military sector are beginning to recover, with catalysts expected to continue delivering results into the first half of 2025, suggesting a turning point in performance and ongoing investment value [5] Gold Sector - The gold sector rebounded as international gold prices strengthened, with stocks like Chifeng Jilong Gold Mining (600988.SH) and Shandong Gold (600547.SH) seeing significant gains [6][7] - The U.S. Labor Department reported that non-farm payrolls increased by only 73,000 in July, significantly below the market expectation of 110,000, leading to heightened expectations for interest rate cuts and supporting gold prices [7] Robotics and AI Sector - The humanoid robot concept gained traction, with stocks such as Wuzhou New Spring (603667.SH) rising by 10% and Changsheng Bearing (300718.SZ) increasing by 8.88% [8] - The World Artificial Intelligence Conference (WAIC) in 2025 will showcase over 150 humanoid robots, emphasizing the integration of AI with the real economy, which is expected to drive growth in this sector [8] - The State Council approved the "AI+" action plan, promoting the development of intelligent products, indicating a potential for explosive growth in companies deeply involved in AI technologies [8] Declining Sectors - Some sectors, including photovoltaic and film industries, saw declines, with stocks like Happiness Blue Ocean (300528.SZ) dropping over 11% and Shanghai Film (601595.SH) falling by 7.87% [9]

金融界消息 截至2025年8月4日收盘，能科科技（603859）报收于42.61元，上涨9.99%，换手率8.23%， 成交量20.13万手，成交金额8.23亿元。 通过天眼查大数据分析，能科科技股份有限公司共对外投资了14家企业，参与招投标项目341次，知识 产权方面有商标信息103条，专利信息73条，此外企业还拥有行政许可15个。 来源：金融界 能科科技最新一期业绩显示，截至2025一季报，公司营业总收入3.37亿元、同比减少16.65%，归属净利 润4899.28万元，同比减少12.07%，扣非净利润4228.80万元，同比减少21.54%，流动比率1.977、速动比 率1.807、资产负债率31.21%。 天眼查商业履历信息显示，能科科技股份有限公司，成立于2006年，位于北京市，是一家以从事电气机 械和器材制造业为主的企业。企业注册资本24469.7701万人民币，实缴资本24469.7701万人民币。公司 法定代表人为赵岚。 资金流向方面，今日主力资金净流入1.11亿元，占比成交额13.44%。其中，超大单净流入7988.42万 元、占成交额9.71%，大单净流入3072.76万元、占成交额3.7 ...

格隆汇8月4日｜A股市场AI智能体板块走强，其中，金科环境涨超13%，金现代涨超10%，华盛昌、能 科科技10CM涨停，品高股份、鼎捷数智涨超7%，神州泰岳、浙大网新涨超6%。 ...