浙江杭可科技股份有限公司 关于公司 2025 年度"提质增效重回报"行动方案的半年度 评估报告 为积极落实"以投资者为本"的发展理念，基于对浙江杭可科技股份有限 公司（以下简称"杭可科技"或"公司"）未来发展前景的信心和对公司价值 的认可，结合企业发展阶段、行业特点和投资者诉求，旨在通过优化管理，提 升业务水平和加强投资者沟通，实现公司高质量发展和股东价值的最大化，公 司于 2025 年 4 月 29 日发布了《浙江杭可科技股份有限公司关于 2024 年度"提 质增效重回报"行动方案的评估报告暨 2025 年度"提质增效重回报"行动方 案》，为公司 2025 年度提质增效重回报行动制定出明确的工作方向。公司根据 行动方案内容，积极开展落实各项工作，现将 2025 年上半年的主要工作成果汇 报如下： 一、深耕主业，经营质量与业绩双提升 制造到客户服务等各个环节，全方位提升运营管理水平，持续加大研发投入力 度，不断攻克技术难题，提升产品的市场竞争力和技术领先性，凭借卓越的产 品品质和技术实力，公司产品成功远销韩国、日本、欧美等国际市场，实现了 国内高端装备在国际舞台上的反向输出，彰显了中国智造的力量。实现了经营 ...

证券代码：688006 证券简称：杭可科技 公告编号：2025-035 浙江杭可科技股份有限公司 关于2025年半年度计提减值准备的公告 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、准确性和完整性依法承担法律责任。 一、本次计提减值准备的情况概述 按照《企业会计准则》等相关规定，为真实反映浙江杭可科技股份有限公司 （以下简称"公司"）截至 2025 年 6 月 30 日的财务状况和 2025 半年度的经营 成果，公司及下属子公司对截至 2025 年 6 月 30 日的各项资产进行分析和评估， 经减值测试，公司认为部分资产存在一定的减值损失迹象，基于谨慎性原则，公 司对可能存在减值迹象的计提减值准备。 经测试，公司 2025 年半年度计提各类信用减值准备和资产减值准备合计 （一）坏账准备计提依据 对于应收票据、应收账款、其他应收款及合同资产等无论是否存在重大融资 成分，公司均按照整个存续期的预期信用损失计量损失准备。预期信用损失，是 指以发生违约的风险为权重的金融工具信用损失的加权平均值。信用损失，是指 公司按照原实际利率折现的、根据合同应收的所有合同现 ...

Core Viewpoint - Zhejiang Hangke Technology Co., Ltd. plans to distribute a cash dividend of 0.66 yuan per 10 shares to all shareholders, amounting to a total of approximately 39.84 million yuan, which represents 13.84% of the net profit attributable to shareholders for the first half of 2025 [1][2]. Financial Performance - Total assets at the end of the reporting period were approximately 9.60 billion yuan, a decrease of 1.77% compared to the end of the previous year [3]. - Operating revenue for the first half of 2025 was approximately 1.97 billion yuan, an increase of 4.19% year-on-year [3]. - Total profit for the period was approximately 301.82 million yuan, reflecting a growth of 5.88% compared to the same period last year [3]. - Net profit attributable to shareholders was approximately 272.61 million yuan, an increase of 8.21% year-on-year [3]. - The net cash flow from operating activities was not specified in the provided data [3]. Shareholder Information - As of the end of the reporting period, the total number of shareholders was 14,367 [3]. - The largest shareholder, Cao Ji, holds 43.51% of the shares, amounting to approximately 262.66 million shares [3][4]. - The company does not plan to increase capital reserves or issue bonus shares for the first half of 2025 [2].

Market Overview - The Shanghai Composite Index closed at 3860.66 points, above the five-day moving average, with a gain of 0.44% [1] - The total trading volume of A-shares reached 23193.54 billion yuan [1] Stocks Performance - A total of 581 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Hangke Technology (乖离率 15.30%) - Dia Shares (乖离率 13.58%) - Prusis (乖离率 12.30%) [1] Top Stocks by Deviation Rate - The following stocks showed the highest deviation rates from the five-day moving average: - Hangke Technology: Today's gain of 20.00%, turnover rate of 3.88%, five-day moving average at 22.32 yuan, latest price at 25.74 yuan [1] - Dia Shares: Today's gain of 19.99%, turnover rate of 1.35%, five-day moving average at 30.92 yuan, latest price at 35.12 yuan [1] - Prusis: Today's gain of 20.01%, turnover rate of 8.53%, five-day moving average at 38.77 yuan, latest price at 43.54 yuan [1] Additional Notable Stocks - Other stocks with notable performance include: - Xinan Century: Today's gain of 15.92%, turnover rate of 12.55%, five-day moving average at 13.29 yuan, latest price at 14.78 yuan [1] - Better Battery: Today's gain of 14.54%, turnover rate of 2.96%, five-day moving average at 23.77 yuan, latest price at 26.31 yuan [1] - Fosa Technology: Today's gain of 13.78%, turnover rate of 9.58%, five-day moving average at 75.56 yuan, latest price at 83.50 yuan [1]

| 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 6312.91 | | 国投证券股份有限公司西安朱雀大街证券营业部 | 3422.24 | | 中信证券股份有限公司上海分公司 | 1564.13 | | 东方证券股份有限公司上海松江区沪亭北路证券营业部 | 1558.23 | | 机构专用 | 1432.21 | | 卖出营业部名称 | 卖出金额(万元) | | 沪股通专用 | 3704.57 | | 方正证券股份有限公司宁波奉化中山东路证券营业部 | 1400.20 | | 浙商证券股份有限公司杭州萧山永久路证券营业部 | 1083.12 | | 中国银河证券股份有限公司广州花都凤凰北路证券营业部 | 878.06 | | 山西证券股份有限公司朔州招远路证券营业部 | 688.88 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.20亿元， 其中，买入成交额为1.43亿 元，卖出成交额为7754.84万元，合计净买入6534.88万元。具体来看，今日上榜的前五大买入营业部 中，有1家机 ...

Market Overview - On August 29, the A-share market closed with a total of 80 stocks hitting the daily limit, with 66 stocks after excluding 14 ST stocks, and a limit-up rate of 80.81% [1] Top Performers - In terms of limit-up order volume, Zhaoxin Co. had the highest with 809,400 hands, followed by China Jushi, Guoan Co., and Jishi Media with 569,300 hands, 390,000 hands, and 383,200 hands respectively [2] - Tianpu Co. achieved a six-day consecutive limit-up, while Dechuang Environmental Protection had four consecutive limit-ups. Other notable performers included Jianye Co. and Yunnan Energy Investment with three consecutive limit-ups [2] Fund Flow - Based on order amount, 25 stocks had limit-up funds exceeding 100 million yuan, with Tianpu Co., China Jushi, and Industrial Fulian leading at 1.216 billion yuan, 889 million yuan, and 624 million yuan respectively [3] - Tianpu Co. announced a change in control, with new shareholders holding 50.01% of the equity after a capital increase [3] Sector Highlights Lithium Battery Sector - Several stocks in the lithium battery sector hit the limit-up, including Hanke Technology, Guoxuan High-Tech, Putailai, and others. Hanke Technology specializes in core equipment for lithium battery production [4] - Guoxuan High-Tech is expanding its market in light trucks, heavy trucks, and passenger vehicles, with stable deliveries in light trucks [4] - Putailai's products have achieved significant performance metrics suitable for eVTOL applications [4] Semiconductor Sector - Stocks such as Yuancheng Co., Chengbang Co., and Walton Technology saw limit-ups. Chengbang Co. focuses on semiconductor storage products [5][6] Financial Performance - Notable companies reporting net profit growth include Industrial Fulian with a net profit of 12.113 billion yuan, up 38.61% year-on-year, and Tongfu Microelectronics with a net profit of 412 million yuan, up 27.72% [7][8] - Rifen Co. reported a net profit of 113 million yuan, reflecting a year-on-year increase of 27.33% [9] Institutional Activity - Institutions net bought over 300 million yuan in Wancheng Group, with Tongfu Microelectronics and China Rare Earth also seeing significant net purchases [10][11] - Deep Stock Connect saw net purchases of Jianghai Co. and Xian Dao Intelligent, while the Shanghai Stock Connect had net sales of Wantong Development [12][13]

Group 1 - The core point of the article is that Hangke Technology (688006.SH) announced that Mr. Cao Zheng and his concerted party, Shanghai Kuan Investment Asset Management Co., Ltd. - Kuan Investment Lucky Star No. 10 Private Securities Investment Fund, plan to reduce their holdings in the company through centralized bidding, with a total number of shares not exceeding 4 million [1] Group 2 - The reduction in shareholding is part of a strategic decision by the stakeholders involved [1] - The specific method of reduction will be through centralized bidding transactions [1] - The announcement indicates a potential shift in the ownership structure of Hangke Technology [1]

浙江杭可科技股份有限公司 关于实际控制人及一致行动人减持股份计划公告 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、准确性和完整性依法承担法律 责任。 重要内容提示： 实际控制人及一致行动人持股的基本情况 证券代码：688006 证券简称：杭可科技 公告编号：2025-036 截至本公告披露日，浙江杭可科技股份有限公司（以下简称"公司"或"本 公司"）实际控制人之一曹政先生直接持有公司无限售流通股份 2,547,062 股， 占公司总股本的 0.4219%，所持股份为其在公司 IPO 之前取得的股份（含上市以 来资本公积转增股本取得的股份）；公司实际控制人之一曹政先生之一致行动人 上海宽投资产管理有限公司－宽投幸运星 10 号私募证券投资基金持有公司无限 售流通股份 2,400,000 股，占公司总股本的 0.3976%，所持股份来源于大宗交易 受让一致行动人曹政先生所持股份；公司实际控制人之一曹骥先生之一致行动人 曹冠群先生直接持有公司无限售流通股份 3,509,376 股，占公司总股本的 0.5813%， 所持股份为其在公司 IPO 之前取 ...

Group 1 - The battery sector experienced a significant increase of 7.56% on the previous trading day, with XianDao Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] - Notable individual stock performances include XianDao Intelligent rising by 20.01% to a closing price of 35.51, and Hangke Technology also increasing by 20.00% to 25.74 [1] Group 2 - The battery sector saw a net inflow of 5.348 billion yuan from main funds, while retail investors experienced a net outflow of 1.964 billion yuan [2][3] - Major stocks like Ningde Times had a net inflow of 14.67 billion yuan from main funds, despite a net outflow of 12.64 billion yuan from speculative funds [3] - Guoxuan High-Tech recorded a net inflow of 7.49 billion yuan from main funds, with a significant net outflow from speculative and retail investors [3]

Core Viewpoint - The A-share market shows a positive trend with all major indices rising, indicating a bullish sentiment in the market, particularly in technology sectors like communications and semiconductors, which are expected to maintain their growth momentum [1][3]. Market Performance - As of the end of August, the A-share indices closed with the Shanghai Composite Index up by 0.37% and the Shenzhen Component Index up by 0.99% [1]. - The ChiNext Index surged over 2%, breaking through the 2900-point mark and achieving a monthly increase of over 24% [5]. Policy and Regulatory Developments - The National Development and Reform Commission (NDRC) plans to accelerate the establishment of a unified national market, focusing on eliminating market entry barriers and regulating local investment behaviors [7]. - The NDRC also aims to enhance the implementation of the "Artificial Intelligence +" initiative, promoting coordinated efforts across regions to avoid disorderly competition [7]. Sector Highlights - The lithium battery sector experienced significant growth, with the lithium battery index rising over 3%. The government’s new policies aim to improve urban transportation systems, which will benefit the sector [8]. - Notable stocks in the lithium battery sector include XianDao Intelligent, which reported a 43.86% year-on-year revenue increase to 3.512 billion yuan in Q2, and a staggering 456.29% increase in net profit [10]. Technology Sector Insights - The technology sector, particularly in AI and semiconductor fields, is identified as a key beneficiary of the current bull market, although there are concerns about potential short-term corrections due to rapid price increases [13]. - Semiconductor company Cambrian Technology saw a significant drop of over 6% after warning investors about increased trading risks and denying new product release plans, despite projecting annual revenues of 5 to 7 billion yuan for 2025 [11]. Military and Aerospace Sector - The military equipment sector showed strong performance, with stocks like Great Wall Military and North China Long March seeing significant gains. The normalization of equipment procurement and delivery is expected to lead to a turning point in orders and revenue [14][16]. - The National Aerospace Index has outperformed other military indices, with a return of 66.74% over the past year, indicating strong growth potential in the aerospace segment [16].