证券代码：605298 证券简称：必得科技 公告编号：2025-037 江苏必得科技股份有限公司 重要内容提示： 会议召开时间：2025 年 9 月 9 日 （星期二） 13:00-14:00 关于召开 2025 年半年度业绩说明会的公告 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 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。 会议召开方式：上证路演中心网络互动 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 9 月 9 日（星期二）13:00-14:00 投资者可于 2025 年 9 月 2 日（星期二）至 9 月 8 日（星期一）16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 ...

必得科技公告，2025年上半年营业收入2.13亿元，同比增长17.06%。净利润2247.51万元，同比增长 147.04%。 ...

Group 1: AI Medical - Ping An Good Doctor's stock surged by 6.99% on August 26, with its price doubling in the past month. The company reported an AI product system "7+N+1" with an accuracy rate of approximately 98% for AI-assisted consultations and nearly 80% for complex disease treatment plans [4] - The average service cost for family doctors decreased by about 52% due to AI assistance, and operational efficiency improved by around 50% [4] Group 2: Artificial Intelligence Policy - The State Council released an opinion on August 26 to implement the "Artificial Intelligence+" initiative, aiming for over 70% application penetration of new intelligent terminals and agents by 2027, and over 90% by 2030 [5] - The initiative includes building national AI application pilot bases and promoting the transformation of software and information service companies [5] Group 3: 5.5G Development - The Ministry of Industry and Information Technology is expected to issue the second batch of millimeter-wave private network frequency licenses, with more companies anticipated to receive licenses by the end of the year [6] - This issuance indicates the maturity of the domestic millimeter-wave 5G industry chain and is expected to initiate a wave of innovation in the sector [7] Group 4: Gaming Industry - The National Press and Publication Administration approved 173 games in August 2025, setting a new record for the year, including 166 domestic and 7 imported games [9] - The gaming market is projected to maintain long-term optimistic growth, with the 3A game market expected to reach 13.3 billion yuan in 2025 and 16.9 billion yuan in 2026, with a CAGR of 35% anticipated from 2027 to 2028 [9] Group 5: Company Earnings - Cambrian reported a net profit of 1.038 billion yuan in the first half of 2025, compared to a loss of 530 million yuan in the same period last year [12] - North Rare Earth's net profit surged by 1951.52% year-on-year to 931 million yuan in the first half of 2025 [12] - Light Media's net profit increased by 371.55% year-on-year to 2.229 billion yuan in the first half of 2025 [12]

证券之星消息，8月22日轨交设备板块较上一交易日上涨0.76%，必得科技领涨。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。轨交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) | | | --- | --- | --- | --- | --- | --- | --- | | 605298 | 必得科技 | 23.79 | 7.99% | 10.92万 | | 2.53亿 | | 301048 | 全唐車丁 | 13.26 | 2.79% | 19.85万 | | 2.61亿 | | 688187 | 时代电气 | 48.04 | 2.69% | 9.91万 | | 4.69亿 | | 600458 | 时代新材 | 15.08 | 1.48% | 27.67万 | | 4.12亿 | | 000927 | 中国铁物 | 2.80 | 1.45% | 91.23万 | | 2.53亿 | | 688009 | 中国通号 | 5.55 | 1.28% | 55.54万 | | 3.04亿 | | 688 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Insights - The mechanical export sector shows steady growth, supported by low-altitude economic policies [2][3] - The domestic leading enterprises in the mechanical equipment sector maintain strong competitive advantages in both supply and demand [4] - The report highlights specific investment opportunities in low-altitude economy and mechanical equipment sectors [5] Weekly Market Review - From August 11 to August 15, 2025, the Shanghai Composite Index rose by 1.70%, the Shenzhen Component Index increased by 4.55%, and the ChiNext Index surged by 8.58%. The Shenwan Mechanical Equipment Index rose by 3.21%, outperforming the CSI 300 Index by 0.84 percentage points, ranking 8th among 31 Shenwan first-level industries [12] - Sub-sectors such as general equipment, specialized equipment, and automation equipment saw increases of 3.45%, 4.13%, and 5.45% respectively, while engineering machinery and rail transit equipment experienced slight declines [12][15] Key Sector Tracking Low-altitude Economy - The Yunnan provincial government has issued measures to support the healthy development of the low-altitude economy, including 15 specific initiatives aimed at enhancing safety supervision, supporting drone testing, and expanding international markets [3][21] - Shanghai plans to establish a low-altitude industry fund to encourage research institutions to set up project companies for technological breakthroughs [3] Mechanical Equipment - In July 2025, sales of various types of forklifts reached 118,605 units, a year-on-year increase of 14.4%. Domestic sales accounted for 69,700 units, up 14.3%, while exports totaled 48,905 units, up 14.5% [4] - For the first seven months of 2025, a total of 857,939 forklifts were sold, marking a 12% year-on-year increase, with domestic sales up 10.4% and exports up 15.1% [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [5]

截至2025年8月14日15时，必得科技股价报22.97元，较前一交易日下跌3.57%。当日开盘价为23.56元， 最高触及25.68元，最低下探至22.80元，振幅达12.09%。全天成交量为235717手，成交金额5.69亿元。 必得科技主营业务为轨道交通车辆配套产品的研发、生产与销售，主要产品包括车辆内饰、电气设备 等。公司产品广泛应用于高铁、地铁等轨道交通领域。 8月14日盘中，必得科技股价出现明显波动。早盘快速回调，9点37分报24.9元，5分钟内跌幅超2%；随 后又快速反弹，10点29分报24.2元，5分钟内涨幅超2%。 资金流向方面，8月14日主力资金净流出4007.30万元，占流通市值比例为0.94%。近五个交易日累计净 流出1192.64万元，占流通市值比例为0.28%。 风险提示：股市有风险，投资需谨慎。本文所载信息仅供参考，不构成投资建议。 ...

New Stock Listings - Zhigao Machinery listed on August 14, 2025, with an issuance price of 17.41[1] - China Shipbuilding (stock code: 600150) has a buyout request period from August 13 to August 15, 2025[1] - Shinke Co. (stock code: 002633) has a tender offer period from July 29 to August 27, 2025[1] Tender Offers and Mergers - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - China Heavy Industry (stock code: 601989) is involved in a merger announcement[1] Market Volatility - Longhua Technology (stock code: 603280) reported severe abnormal fluctuations[1] - Guochuang Gold Control (stock code: 002670) has been flagged for abnormal trading activity[1] - ST Keli Da (stock code: 600410) is also noted for significant price volatility[1]

Core Viewpoint - Jiangsu Bid Technology Co., Ltd. has experienced significant stock price fluctuations, with a cumulative increase of over 30% since August 8, 2025, leading to a warning about potential trading risks [2][3]. Group 1: Stock Price Fluctuations - The company's stock price increased by 20% over three consecutive trading days (August 8, 11, and 12, 2025), which is classified as abnormal trading behavior according to Shanghai Stock Exchange rules [2][3]. - On August 13, 2025, the stock hit the daily limit again, marking three consecutive days of limit-up trading [2][3]. Group 2: Financial Metrics - As of August 12, 2025, the company's price-to-earnings (P/E) ratio is 104.67 and the price-to-book (P/B) ratio is 3.96, both significantly higher than the industry averages of 41.12 and 2.50, respectively [3]. Group 3: Major Shareholder Transactions - The actual controllers of the company signed a share transfer agreement with Dinglong Qishun, planning to transfer a total of 56,167,150 shares, which represents 29.90% of the total share capital, for a total price of 897 million yuan, at a price of 15.97 yuan per share [4]. Group 4: Operational Status - The company reports that its production and operational activities are normal, with no significant changes in market conditions or industry policies affecting production and sales [5].

? 江苏必得科技股份有限公司（以下简称"公司"）股票于 2025 年 8 月 8 日、8 月 11 日、8 月 12 日连续 3 个交易日内日收盘价格涨幅偏离值累计达到 20%， 属于《上海证券交易所交易规则》规定的股票异常波动情形。公司已于 2025 年 编号：2025-031）。2025 年 8 月 13 日公司股票再次涨停，已连续三个交易日涨 停，自 2025 年 8 月 8 日以来，累计涨幅超过 30%，股票价格近期波动较大，现 将相关风险提示如下： 一、无资产注入计划风险提示 经公司自查及核实，公司、控股股东、实际控制人以及扬州鼎龙启顺股权投 资合伙企业（有限合伙）（以下简称"鼎龙启顺"）目前均无涉及公司资产注入 计划，公司基本面未发生重大变化，郑重提醒广大投资者慎重决策。 二、二级市场交易风险提示 证券代码：605298 证券简称：必得科技 公告编号：2025-032 江苏必得科技股份有限公司 股票交易风险提示公告 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： 本次权益变动事项尚需取得上海证券交易 ...

（文章来源：证券日报） 证券日报网讯 8月13日晚间，必得科技发布公告称，公司股票于2025年8月8日、8月11日、8月12日连续 3个交易日内日收盘价格涨幅偏离值累计达到20%，属于股票异常波动情形。2025年8月13日公司股票再 次涨停，已连续三个交易日涨停，自2025年8月8日以来，累计涨幅超过30%，股票价格近期波动较大。 经公司自查及核实，公司、控股股东、实际控制人以及扬州鼎龙启顺股权投资合伙企业（有限合伙）目 前均无涉及公司资产注入计划，公司基本面未发生重大变化，郑重提醒广大投资者慎重决策。 ...