以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日电网设备板块主力资金净流出4.77亿元，游资资金净流出5.47亿元，散户资金 净流入10.24亿元。电网设备板块个股资金流向见下表： 证券之星消息，8月13日电网设备板块较上一交易日上涨0.36%，长缆科技领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。电网设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 002879 | 长缆科技 | 18.35 | 10.01% | 22.44万 | | 4.01亿 | | 603897 | 长城科技 | 27.51 | 10.00% | 19.50万 | | 5.20亿 | | 600192 | 长城电工 | 11.89 | 9.99% | 39.17万 | | 4.55亿 | | 002309 | 中利集团 | 3 ...

7月27日，游族网络（002174）、长城科技（603897）、深圳机密计算签署战略合作协议，三方将深度 融合自主可控算力、机密计算技术、全球化产业应用优势，携手构建"国产算力+密态安全+场景创 新"三位一体的自主可控算力安全技术底座，为文化、科技、金融、能源、制造等重点产业领域的安全 算力需求和RWA等创新场景需求提供自主可控跨境算力安全解决方案。战略合作签约仪式现场本次游 族网络、长城科技、深圳机密计算的战略合作将聚焦三大关键领域，共绘发展蓝图。在基础设施共建方 面，三方将率先在深圳、上海共建密态算力示范项目，为游族网络AI大模型训练、RWA资产上链等提 供支撑。同时覆盖重点城市区域建设边缘算力网络，优化算力调度，实现数据就近处理，提升用户使用 边缘算力资源的安全性与时效性，共同打造安全算力基础设施高地。(游族网络公众号) ...

Core Viewpoint - The article emphasizes the optimism surrounding China's technology sector, particularly in AI, and highlights the importance of domestic demand, self-sufficiency, and the response to external pressures such as tariffs [2][3][4]. Group 1: Investment Opportunities - The technology sector, especially AI, is seen as a key driver for investment, with significant growth potential in domestic computing infrastructure and applications [4][10]. - The Chinese automotive industry is experiencing a significant rise, with domestic market share increasing from 38% in 2015 to an expected 61% in 2024, indicating strong growth in both domestic and export markets [14]. - The healthcare sector, particularly innovative pharmaceuticals, is expected to benefit from increasing personal medical expenditures and supportive policies, presenting clear investment opportunities [11][12]. Group 2: Economic and Policy Context - The article discusses the resilience of the Chinese economy amidst external uncertainties, with a focus on the government's proactive policies to stimulate domestic demand and manage economic transitions [6][17]. - The ongoing trade tensions with the U.S. are acknowledged, but the article suggests that the impact on China's economic structure is manageable, with a shift towards high-end manufacturing and technology [16][17]. - The government's focus on reducing savings rates and expanding domestic consumption is expected to lead to supportive policies for new consumer trends, such as the silver economy and domestic brands [6][18]. Group 3: Sector-Specific Insights - The AI sector is highlighted as a critical area for investment, with expectations of rapid advancements and applications in various industries, including automotive and healthcare [4][10][19]. - The renewable energy sector is undergoing a transformation with a shift towards "anti-involution" strategies, aiming for healthier competition and sustainable growth [15]. - The manufacturing sector, particularly in construction and materials, is showing signs of stabilization after previous downturns, presenting potential investment opportunities [18].

浙江长城电工科技股份有限公司2024年年度权益分派实施公告 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法律责任。 重要内容提示： 每股分配比例 证券代码：603897 证券简称：长城科技 公告编号：2025-015 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本206,435,681股为基数，每股派发现金红利1.50 元（含税），共计派发现金红利309,653,521.50元。 A 股每股现金红利1.50元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/22 | － | 2025/5/23 | 2025/5/23 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 4 月 22 日的2024年 ...

Group 1 - The company, China Great Wall Technology Group Co., Ltd., has disclosed its 2024 Annual Report, 2024 Annual Report Summary, and 2025 Q1 Report on April 28, 2025 [1] - A performance briefing will be held online on May 20, 2025, from 15:00 to 16:00, to communicate with investors and gather their opinions and suggestions [1] - The briefing will feature key personnel including the Chairman and President, Mr. Dai Xiangtao, the Chief Financial Officer, Ms. Song Jindi, and the Secretary of the Board, Mr. Wang Xifa [2] Group 2 - Investors can participate in the online performance briefing on May 20, 2025, through a specified URL or by scanning a QR code [3] - Investors are encouraged to submit questions before the event by May 19, 2025, through the interactive platform [4] - Contact information for the Board Office is provided, including a phone number and email address for further inquiries [5]

证券代码：603897 证券简称：长城科技 公告编号：2025-014 浙江长城电工科技股份有限公司 关于参加 2025 年浙江辖区上市公司投资者网上集体接待日 暨 2024 年度业绩说明会的公告 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。 为进一步加强与投资者的互动交流，浙江长城电工科技股份有限公司(以下简称 "公司")将参加由浙江证监局指导，浙江上市公司协会主办，深圳市全景网络有限 公司承办的"2025 年浙江辖区上市公司投资者网上集体接待日暨 2024 年度业绩说明 会"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net),或关注微信公众号：全景财经，或下载全景路演 APP,参与 本次互动交流，活动时间为 2025 年 5 月 13 日（周二)15：00-17：00。届时公司高 管将在线就公司 2024 年度业绩、公司治理、发展战略、经营状况等投资者关心的问 题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 浙江长城电 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥3,091,172,370.62, representing a 17.34% increase compared to ¥2,634,293,851.61 in the same period last year[4] - The net profit attributable to shareholders decreased by 2.32% to ¥54,928,925.89 from ¥56,232,285.31 year-on-year[4] - The net profit for Q1 2025 was CNY 54,928,925.89, a decrease of 2.31% compared to CNY 56,232,285.31 in Q1 2024[16] - The total profit for Q1 2025 was CNY 72,338,236.42, a decrease of 2.93% from CNY 74,529,654.72 in Q1 2024[16] - The comprehensive income total for Q1 2025 was CNY 54,360,463.36, a decrease from CNY 56,232,285.31 in Q1 2024[16] Cash Flow and Liquidity - The net cash flow from operating activities fell significantly by 44.34% to ¥321,319,395.30, down from ¥577,263,189.89 in the previous year[4] - The net cash flow from operating activities for Q1 2025 was CNY 321,319,395.30, down 44.36% from CNY 577,263,189.89 in Q1 2024[18] - The company reported a net cash outflow from investing activities of CNY -51,319,794.62 in Q1 2025, compared to CNY -5,615,230.77 in Q1 2024[19] - The cash and cash equivalents at the end of Q1 2025 stood at CNY 997,590,785.14, down from CNY 1,707,942,082.61 at the end of Q1 2024[19] - Cash and cash equivalents increased to ¥1,178,031,204.23 as of March 31, 2025, compared to ¥988,413,764.57 at the end of 2024, showing a growth of 19.2%[12] Assets and Liabilities - Total assets at the end of the reporting period were ¥6,612,325,867.35, reflecting a 1.78% increase from ¥6,496,995,385.35 at the end of the previous year[5] - The total assets of the company increased to ¥6,612,325,867.35 from ¥6,496,995,385.35, reflecting a growth of 1.8%[14] - Total liabilities increased slightly to ¥3,998,665,447.69 from ¥3,937,695,429.05, indicating a stable leverage position[13] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 25,291[9] - The top three shareholders held a combined 58.35% of the shares, with Huzhou Great Wall Electronics Technology Co., Ltd. holding 25.06%[9] Earnings and Costs - The company reported a basic and diluted earnings per share of ¥0.27, unchanged from the previous year[4] - Basic and diluted earnings per share for Q1 2025 remained stable at CNY 0.27, unchanged from Q1 2024[17] - Total operating costs for Q1 2025 were ¥3,027,107,723.64, up from ¥2,549,579,396.90 in Q1 2024, reflecting a growth of 18.7%[15] Research and Development - The company reported a significant increase in research and development expenses to ¥7,441,020.51 in Q1 2025, compared to ¥27,923,065.67 in Q1 2024, highlighting a shift in investment strategy[15] Strategic Initiatives - The company is focusing on market expansion and new product development as part of its strategic initiatives, although specific details were not provided in the financial summary[15]

Financial Performance - The company reported a basic earnings per share of 0.2700 yuan for Q1 2025, unchanged from Q1 2024, and an increase from 0.1500 yuan in Q1 2023 [1] - The net profit for Q1 2025 was 0.55 billion yuan, a slight decrease of 1.79% compared to 0.56 billion yuan in Q1 2024, and an increase from 0.31 billion yuan in Q1 2023 [1] - Operating revenue for Q1 2025 reached 30.91 billion yuan, representing a 17.35% increase from 26.34 billion yuan in Q1 2024 and an increase from 23.57 billion yuan in Q1 2023 [1] - The return on equity (ROE) improved to 2.12% in Q1 2025 from 2.01% in Q1 2024 and significantly increased from 1.11% in Q1 2023 [1] Shareholder Structure - The top ten unrestricted shareholders collectively hold 12,470.31 million shares, accounting for 60.41% of the circulating shares, with a change of 659,400 shares from the previous period [1] - The largest shareholder, Huzhou Great Wall Electronic Technology Co., Ltd., holds 5,173.72 million shares, representing 25.06% of the total share capital, with no change [2] - Other notable shareholders include Gu Linxiang with 3,869.81 million shares (18.75%), Shen Baozhu with 3,000.80 million shares (14.54%), and new entrants such as China Merchants Quantitative Selected Stock A with 700.07 million shares (0.34%) [2] Dividend Policy - The company has announced that it will not distribute dividends or transfer shares in this period [3]

Core Points - The Shanghai Composite Index closed at 3296.36 points, below the six-month moving average, with a slight decline of -0.10% [1] - The total trading volume of A-shares reached 12,624.62 billion yuan [1] - A total of 176 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Summary of Stocks Exceeding Six-Month Moving Average - Stocks with the highest deviation rates include: - Jiyang Precision (13.55% deviation, latest price 22.22 yuan) [1] - Weimao Electronics (10.89% deviation, latest price 29.94 yuan) [1] - Sanmu Group (9.55% deviation, latest price 4.06 yuan) [1] - Other notable stocks with smaller deviation rates include: - David Medical (just above the six-month line) [1] - Ice Wheel Environment (just above the six-month line) [1] - Ningbo United (just above the six-month line) [1] Additional Stock Performance Data - The performance of several stocks on the day includes: - Dongbei Group (9.98% increase, latest price 5.62 yuan) [1] - Fenghua Co. (10.03% increase, latest price 13.05 yuan) [1] - Niuwei Co. (7.78% increase, latest price 26.33 yuan) [1] - The trading turnover rates for these stocks vary, with some exceeding 30% [1]

Core Viewpoint - The Hong Kong stock market is gradually stabilizing and rebounding as the impact of tariffs diminishes, with significant gains in major indices, particularly in technology and consumer sectors [1][2]. Group 1: Market Performance - As of April 23, the Hang Seng Technology Index rose by 2.84%, the Hang Seng Index by 2.11%, and the Hang Seng China Enterprises Index by 1.83% [1]. - Since March 20, the Hong Kong stock market has experienced continuous adjustments, but has begun to recover due to interventions from state-owned enterprises [2]. Group 2: Investment Opportunities - The Hong Kong stock market is seeing a growing proportion of technology and new consumer companies, which are expected to account for 54.5% of the total market capitalization by the end of 2024 [2]. - ETFs focusing on technology, consumption, and innovative pharmaceuticals are becoming popular among investors, providing efficient access to these sectors [1][3]. Group 3: Specific ETF Products - The Hong Kong Technology 50 ETF (513980) targets large-cap technology leaders with high R&D investment and revenue growth, including companies like Meituan and Tencent [2]. - The Hang Seng Consumption ETF (513970) focuses on essential and discretionary consumer goods, excluding alcohol and internet platforms, aiming to capture opportunities in consumer recovery [3]. - The Hong Kong Innovative Drug 50 ETF (513780) tracks leading companies in the innovative pharmaceutical sector, which is relatively scarce compared to the A-share market [3].