证券代码：605178 证券简称：时空科技 公告编号：2026-008 北京新时空科技股份有限公司 股票交易异常波动公告 本公司董事会、全体董事及相关股东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： 公司股票价格于 2026 年 2 月 13 日、2 月 24 日、2 月 25 日连续三个交易 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》的有关 规定，属于股票交易异常波动的情形。 公司股价短期上涨幅度较大，存在市场情绪过热、非理性炒作风险，已 严重偏离同期上证指数和装修装饰行业指数，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。 公司最新市净率显著高于同行业上市公司水平。公司所属的行业分类 "E50 建筑装饰、装修和其他建筑业"最新行业市净率为 2.68 倍，公司最新市 净率为 6.06 倍，显著高于同行业上市公司水平。 定、交易方案调整等风险，请投资者关注公司已披露的《发行股份及支付现金购 买资产并募集配套资金暨关联交易预案（修订稿）》。 经公司自查并向公司控股股东、实际控制人发函核实，截至本 ...

格隆汇2月25日｜时空科技发布异动公告，公司股票价格于2026年2月13日、2月24日、2月25日连续三个 交易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》的有关规定，属于股票交 易异常波动的情形。公司拟通过发行股份及支付现金方式收购嘉合劲威100%股权，但本次交易推进周 期较长，存在较大不确定性，短期内标的公司财务数据无法纳入公司合并报表。本次交易涉及资产的审 计、评估工作尚未完成，尚需提交公司董事会再次审议及公司股东会审议批准，并需经有权监管机构批 准、核准或同意注册后方可正式实施，能否通过上述审批、核准或注册尚存在不确定性。 ...

存储芯片概念盘中震荡拉升，北京君正涨超10%，此前太极实业、时空科技涨停，万润科技、佰维存 储、澜起科技、兆易创新、香农芯创跟涨。 消息面上，SK海力士透露，目前其DRAM和NAND库存已降至仅约4周的极低水位，且预计将在全年继 续下降，原厂议价权显著提升。三星正就其最新一代人工智能存储芯片HBM4的定价进行谈判，价格将 比上一代高出20%至30%，预计售价约为700美元。 相关行业： 存储芯片制造：随着AI数据中心建设提速，市场对DRAM、HBM等高带宽存储芯片需求持续攀升，叠 加海外大厂主动控制普通存储产能转向高端AI存储，行业供需格局持续优化，主营存储芯片研发制造 的企业将直接受益于产品量价齐升，业绩增长弹性充足。 芯片封测：存储芯片尤其是高端HBM芯片需要先进的堆叠封装技术支持，随着存储芯片出货量增长与 产品结构升级，具备2.5D、3D等先进封测能力的厂商将获得更多高端订单，技术优势转化为业绩增长 动能，迎来快速发展机遇。 半导体材料与设备：存储芯片产能扩张与技术升级带动光刻胶、电子特气、沉积设备等材料设备需求提 升，拥有核心技术壁垒的材料设备企业将伴随行业发展实现营收增长，国产替代进程也将进一步加速 ...

2月11日，媒体报道时空科技股价连续4日下跌，区间累计跌幅近10%，期间金鹰基金旗下产品因持仓浮 亏约43万元。该公司近期因控股股东资金占用等问题被监管处罚，叠加业绩连续亏损背景，市场关注度 较高。此外，公司跨界存储芯片的转型计划仍面临不确定性，但近7天无最新进展公告。 以上内容基于公开资料整理，不构成投资建议。 经济观察网时空科技（605178）(605178.SH)股价近期出现显著波动。根据内部数据库，截至2026年2月 13日，该股区间(从2月6日收盘价67.27元至2月13日最新价61.80元)累计跌幅为8.13%，振幅达11.34%。 具体来看，2月9日至2月13日连续交易日中，股价从66.67元下跌至61.80元，单日最大跌幅出现在2月10 日(-4.24%)。资金流向显示，主力资金连续净流出，例如2月11日主力净流出达2295万元，反映短期抛 压较大。技术面上，MACD指标呈现空头信号，KDJ指标进入超卖区域，当前股价低于20日均线(65.97 元)，支撑位关注61.40元。 近期事件 ...

证券代码：605178 证券简称：时空科技 公告编号：2026-006 北京新时空科技股份有限公司 关于对北京证监局行政监管措施决定书的整改报告 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。 北京新时空科技股份有限公司（以下简称"公司"）于 2026 年 1 月 16 日收到 中国证券监督管理委员会北京监管局《关于对北京新时空科技股份有限公司采取 责令改正措施并对宫殿海、姜化朋、王新才采取出具警示函措施的决定》 （[2026]12 号）（以下简称"《决定书》"）。具体内容详见公司刊登在上海证券 交易所网站（www.sse.com.cn）的《关于收到北京证监局行政监管措施决定书的 公告》（公告编号：2026-002）。 公司董事会和管理层高度重视，根据相关法律法规、规范性文件及公司各项 管理制度的规定和要求，结合公司实际情况，对《决定书》所涉事项进行了全面 梳理和研讨，制定了切实可行的整改方案，明确责任、落实整改措施，以促进公 司持续、健康、稳定的发展。公司具体整改情况如下： 一、 存在的问题及整改措施 （一）2024 年控股 ...

证券代码：605178 证券简称：时空科技 公告编号：2026-007 北京新时空科技股份有限公司 关于筹划重大资产重组事项的进展公告 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。 近日，公司与标的公司签订《关于本次重大资产重组事宜之保证金合同》， 约定公司向标的公司支付 1000 万元作为推进本次重大资产重组的履约保证金， 不构成交易价款的预先支付。前述保证金已支付至标的公司指定银行账户。 截至本公告披露日，本次交易相关工作正在积极推进当中，公司将在审计、 评估等相关工作完成后，再次召开董事会审议本次交易的相关事项，并严格按照 《上市公司重大资产重组管理办法》《上海证券交易所上市公司自律监管指引第 6 号—重大资产重组》等相关法律法规的规定和要求及时履行信息披露义务。 三、风险提示 本次交易尚需提交公司董事会再次审议及公司股东会审议批准，并需经有权 监管机构批准、核准或同意注册后方可正式实施，能否通过上述审批、核准或注 册尚存在不确定性。公司将根据本次交易的进展情况，及时履行信息披露义务， 公司所有信息均以指定信息披露媒体 ...

Group 1 - The core point of the news is that Shikong Technology's stock has experienced a decline of 3.67% on February 11, with a total market value of 6.093 billion yuan and a cumulative drop of 9.68% over four consecutive days [1] - Shikong Technology, established on February 20, 2004, and listed on August 21, 2020, specializes in lighting engineering system integration services, with its main business revenue composition being 60.71% from night economy and 39.14% from smart city projects [1] Group 2 - From the perspective of fund holdings, Jin Ying Fund has a significant position in Shikong Technology through its Jin Ying Minfeng Return Mixed Fund (004265), which holds 65,200 shares, accounting for 1.78% of the fund's net value [2] - The Jin Ying Minfeng Return Mixed Fund has incurred a floating loss of approximately 15,260 yuan today and a total floating loss of 42,970 yuan during the four-day decline [2] - The fund was established on June 28, 2017, with a current scale of 189 million yuan, and has achieved a year-to-date return of 7.99% and a one-year return of 31.15% [2]

Group 1 - The global storage market is experiencing a price increase, driven by high demand for AI, leading to a structural supply-demand imbalance and significant opportunities for the domestic storage industry [1] - DRAM contract prices are expected to rise by 90%-95% in Q1 2026, while NAND flash product prices are projected to increase by 55%-60% [1] - The demand surge is primarily due to the rapid iteration of the AI industry, which has significantly increased server storage needs, with AI servers requiring 8-10 times more memory than standard servers [1] Group 2 - Domestic storage chip manufacturers are gradually filling the market space left by overseas firms, with products like DDR4 and 3D NAND expected to capture more market share [2] - The acquisition of leading domestic memory module manufacturer Jiahe Jingwei by company is a strategic move to capitalize on the high-growth storage sector and leverage industry supercycle opportunities [2][3] - Jiahe Jingwei holds a strong market position, ranking second globally among third-party memory module manufacturers, and focuses on MRDIMM memory development to enhance AI computing efficiency [2]

Group 1: Profit Forecasts - Dongcai Technology expects a net profit of approximately 300 million yuan for 2025, representing a year-on-year increase of about 65.73% [1] - Aerospace Electronics anticipates a net profit of 192 million to 247 million yuan for 2025, a decrease of 55% to 65% year-on-year [2] - Oulai New Materials forecasts a loss of 33 million to 48 million yuan for 2025, compared to a profit of 28.17 million yuan in the previous year [3] - Jiu Ding New Materials projects a net profit of 85 million to 98 million yuan for 2025, reflecting a year-on-year increase of 187.68% to 231.68% [5] - Chuan Yi Technology expects a net profit of 78 million to 103 million yuan for 2025, reversing a loss of 73.47 million yuan from the previous year [6] - Ju Yi Technology anticipates a net profit of 70 million to 105 million yuan for 2025, representing a year-on-year increase of 228.36% to 392.54% [7] - ST Xifa forecasts a net profit of 110 million to 160 million yuan for 2025, a year-on-year increase of 319.91% to 510.77% [19] - Light Media expects a net profit of approximately 1.5 billion to 1.9 billion yuan for 2025, reflecting a year-on-year increase of 413.67% to 550.65% [34] - Tianqi Lithium anticipates a profit of 369 million to 553 million yuan for 2025, compared to a loss of 7.905 billion yuan in the previous year [31] Group 2: Loss Forecasts - Star Ring Technology expects a loss of 220 million to 250 million yuan for 2025, with a projected revenue of 420 million to 450 million yuan, a year-on-year increase of 13.06% to 21.13% [9] - Filinger anticipates a loss of 65 million to 85 million yuan for 2025, compared to a loss of 37.31 million yuan in the previous year [10] - Jiahe Meikang forecasts a loss of 240 million to 280 million yuan for 2025, compared to a loss of 256 million yuan in the previous year [11] - Light Textile City expects a loss of 15 million to 22.5 million yuan for 2025 [23] - Ailon Technology anticipates a profit of 14.96 million to 22.44 million yuan for 2025, reversing a loss of 21.70 million yuan from the previous year [24] - ST Yun Chuang forecasts a loss of 139 million to 149 million yuan for 2025, with projected revenue of 53.5 million to 57.5 million yuan, a year-on-year increase of 6.15% to 14.09% [42] - Meike Home expects a loss of 1.2 billion to 1.8 billion yuan for 2025, compared to a loss of 864 million yuan in the previous year [36] Group 3: Shareholder Actions - Huafeng Chemical announced that shareholders plan to reduce their holdings by no more than 0.73% of the company's shares [8] - Naxinwei disclosed that shareholders plan to reduce their holdings by no more than 1.75% of the company's shares [12] - Shikong Technology announced that a shareholder plans to reduce their holdings by no more than 3% of the company's shares [13] - Yandong Micro disclosed that a shareholder plans to reduce their holdings by no more than 1% of the company's shares [37] - Daily Interaction announced that shareholders plan to reduce their holdings by no more than 0.135% of the company's shares [41]

Summary of Key Points Core Viewpoint - Several companies are experiencing significant shareholder reductions, indicating potential shifts in ownership and market sentiment [1]. Shareholder Reductions - Guangpu Co., Ltd.'s actual controller Lin Wenkun plans to reduce his stake by no more than 3% [1] - Mingyang Electric's director and president Guo Xianqing intends to reduce his stake by no more than 1.15% [1] - Zhonglai Co., Ltd.'s general manager Lin Jianwei plans to reduce his stake by no more than 3% [1] - Lianjian Technology's shareholder Yu Ronghan intends to reduce his stake by no more than 1% [1] - Yandong Micro's shareholder Yizhuang Guotou plans to reduce his stake by no more than 1% [1] - Naxin Micro's shareholder Huiyue Growth intends to reduce his stake by no more than 1.39% [1] - Kang En Bei's shareholder Kang En Bei Group plans to reduce no more than 25.36 million shares [1] - Dingsheng New Materials' shareholders Purun Square and Purun Square No. 1 plan to collectively reduce their stake by no more than 3% [1] - Debang Technology's shareholder Zhoushan Tai Zhong intends to reduce his stake by no more than 2.84 million shares [1] - Shanghai Construction's shareholder Guosheng Group plans to reduce his stake by no more than 3% [1] - Shikong Technology's shareholder Yang Yaohua intends to reduce his stake by no more than 3% [1] - Hebang Biological plans to reduce no more than 2% of its repurchased shares [1] - Wanlang Pobo's controlling shareholder Shiqian Zhong plans to reduce his stake by 1.61% [1] Other Notable Events - *ST Chuntian's stock may be delisted [1] - *ST Taihe's stock may also be delisted [1]