8月4日，港A两市军工股集体"亮剑"，强势爆发的行情中，二十多只个股掀起涨停热潮。 A股方面，军工装备、军工电子、军工等多个相关板块联袂上涨。截至收盘，北方长龙、爱乐达、兴图 新科、恒宇信通、科思科技、金现代20CM涨停，山河智能、江海股份、山东威达、五洲新春（维 权）、长城军工、万朗磁塑等十余股涨停。 | 代码 | 名称 | 现价 | 涨跌 涨幅� | | --- | --- | --- | --- | | 301357 | 北方长龙 | 114.78 | +19.13 +20.00% | | 300eae | 爱乐达 | 30.12 | +5.02 +20.00% | | 688081 | 兴图新科 | 26.46 | +4.41 +20.00% | | 300862 | 恒宇信通 | 76.09 | +12.68 +20.00% | | 688788 | 科思科技 | 72.73 | +12.12 +20.00% | | 300830 | 金现代 | 13.58 | +2.26 +19.96% | | 688115 | 思林杰 | 74.90 | +11.08 +17.36% | | 832882 | ...

北方长龙、恒宇信通、兴图新科午后涨停，爱乐达、长城军工、航天电子、利君股份等十余股封板，航 亚科技、万里马等涨超10%。 (本文来自第一财经) ...

Company Overview - Xingtong New Science and Technology Co., Ltd. is a national high-tech enterprise established in 2004, recognized as the first Sci-Tech Innovation Board listed company in Hubei's defense sector and a leading enterprise in dual-use military and civilian applications in Hubei [1] - The company specializes in intelligent system products and comprehensive solutions centered around video and network technologies [1] Stock Performance - Xingtong New Science has experienced a continuous decline for six trading days, with a cumulative drop of -8.79% [1] - The performance of the company this year shows a return of -0.73%, ranking 846 out of 993 in its category [2] Fund Involvement - GF Fund's GF Electronic Information Media Stock A has entered the top ten shareholders of Xingtong New Science, marking a new investment in the first quarter of this year [1] - The fund manager, Feng Cheng, has been managing the fund since August 7, 2020, and has a tenure return of 16.59% [4] Fund Manager Profile - Feng Cheng holds a doctorate and has previously worked as an engineer at the China Academy of Information and Communications Technology and as an analyst at China Merchants Securities [3] - He currently serves as the assistant general manager of the research and development department at GF Fund Management Co., Ltd. [3]

兴图新科688081 42.51分综合得分 偏弱 趋势方向 时间: 2025年6月25日星期三 主力成本分析 18.80 元 元 20日主力成本 当日主力成本 18.05 元 5日主力成本 18.94 19.30 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 0 次 技术面分析 18.76 17.45 短期支撑位 20.13 中期压力位 17.45 中期支撑位 短期压力位 股价突破短期压力位，短线有望走强； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★多方炮★ 在底部出现有上涨可能，在中间出现有可能是上涨中继，顶部出现是复合见顶信号 资金流数据 2025年06月25日的资金流向数据方面 | 主力资金净流入431.96万元 | | --- | | 占总成交额10% | | 超大单净流入104.80万元 | | 大单净流入327.16万元 | | 散户资金净流出21.74万 | 关联行业/概念板块 通信服务 0.39%、远程办公 1.24%、云计算 1.75%、大数据 1.88%等 （以上内容为自选股写手差分机完成，仅作为用户看盘参考，不能作为操作依据。） 风险提示：以上内容仅作 ...

Investment Rating - The report initiates coverage with a rating of "Buy" for the company, indicating a positive outlook on its potential growth and market opportunities [8]. Core Insights - The company is a core supplier of video command systems, with a promising recovery in performance expected due to its dual focus on military and civilian markets. The demand for its products is gradually being released, and with orderly product delivery, revenue growth is anticipated to accelerate [7][8]. - The company has a strong technological foundation in low-latency encoding and video compression, which aligns well with the needs of military command systems. This positions the company favorably for future growth as military applications evolve towards greater automation and intelligence [11][44]. - The civilian market presents significant growth potential, particularly in areas such as judicial and oilfield applications, where the company's video transmission and warning products are increasingly in demand [7][8]. Summary by Sections 1. Core Supplier of Video Command Systems - The company specializes in video command control systems and has established a presence in both military and civilian sectors. Its main products include intelligent video command systems and video intelligence systems, which cater to various applications including military, judicial, and oilfield sectors [7][18]. - The company has experienced a stabilization in revenue since 2023, with video command products being the primary source of revenue and gross profit [34][36]. 2. Military Information Technology - The military command information system is a crucial component of national defense construction, evolving towards multi-platform information sharing. The company’s technology is well-suited to meet the specific demands of military applications, particularly in terms of information latency and transmission quality [44][45]. - The company has developed proprietary technologies that significantly reduce encoding latency, enhancing its competitive edge in military applications [11][44]. 3. Civilian Market Opportunities - The company’s video transmission and warning products are applicable in various civilian sectors, with significant growth expected in the video internet and judicial warning systems. The expansion into these markets is anticipated to contribute to new revenue growth [7][8]. - The company is actively expanding its application scenarios in civilian markets, which are expected to provide new growth drivers [7][8]. 4. Financial Forecast and Valuation - The company is projected to achieve net profits of 0.34 billion, 0.56 billion, and 0.82 billion yuan from 2025 to 2027, with corresponding price-to-earnings ratios of 53, 32, and 22 times [6][8]. - The current stock price is below the average valuation of comparable companies, indicating potential for upward adjustment as the company capitalizes on its leading technology and market expansion [8].

Group 1 - The stock of Xingtou New Science (688081) has a comprehensive score of 47.74, indicating a weak performance [1] - The current main cost of the stock is 19.22 CNY, with a 5-day main cost of 19.56 CNY and a 20-day main cost of 20.03 CNY [1] - The stock has not experienced any limit-up or limit-down events in the past year [1] Group 2 - The short-term support level is at 19.45 CNY, while the mid-term pressure level is at 22.56 CNY [2] - The stock price has broken through the short-term support level, suggesting a cautious approach for short-term investors [2] - The funds flow data on June 10, 2025, shows a net outflow of 148.42 thousand CNY from main funds, accounting for -7% of the total transaction amount [2] Group 3 - The related industry sectors, including communication services, remote office, cloud computing, and big data, have shown declines of -2.26%, -3.43%, -2.04%, and -1.75% respectively [2]

Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The low-altitude economy is experiencing significant developments, with various companies actively pursuing logistics applications and collaborations in this sector. The establishment of the low-altitude economic work committee by the China Internet Association and the successful launch of Meituan's drone delivery service in Hong Kong highlight the growing momentum in this industry [3][20][23][24]. Summary by Sections 1. Market Overview - The average change in stock prices for low-altitude economy-related A-shares was +0.7% from June 2 to June 6, with notable performers including Xicai Testing (+37.1%) and Lihang Technology (+9.5%) [4][13]. 2. Industry Dynamics - Meituan's drone delivery service in Hong Kong has commenced, achieving a delivery efficiency improvement of nearly 7 times compared to traditional methods [23]. - The China Internet Association plans to establish a low-altitude economic work committee to promote collaboration in low-altitude applications and standards [24]. - The second low-altitude economic cooperation development conference was held by China Telecom, focusing on technological innovation and ecological collaboration [25]. - A low-altitude economic industry education integration community was established in Liaoning to enhance collaborative development [26]. - Guangdong achieved its first cross-water drone delivery of lychees, marking a significant milestone in low-altitude logistics [28]. 3. Company Developments - China Aviation Engine Corporation signed contracts for the AES100 engine with United Aircraft Group, set for delivery in 2026 [31]. - Sanyangma signed a strategic cooperation agreement with Tianyu Aviation Technology to explore "low-altitude + unmanned" logistics [29]. - Xingtuxin Technology established a subsidiary focusing on "low-altitude + emergency" services [30]. - Shenzhen Urban Transport has developed various low-altitude logistics-related software and hardware products [32]. - SF Express and Guangdong University of Technology are collaborating to establish a low-altitude logistics intelligent technology research institute [33].

Group 1 - The company will participate in the "2025 Investor Collective Reception Day" and the "2024 Annual Performance Briefing" on June 12, 2025, from 14:00 to 16:40 [1][2] - The event will be held online via the "Panorama Roadshow" platform [1][2] - Key company representatives, including the Chairman and General Manager Cheng Jiaming, will attend the event [2] Group 2 - Investors can participate by logging into the "Panorama Roadshow" website, following the WeChat public account, or downloading the Panorama Roadshow app [2] - The company encourages active participation from investors and will address commonly raised questions within the scope of information disclosure [1][2] - After the event, investors can view the meeting details and main content on the "Panorama Roadshow" platform [2]

证券代码：688081 证券简称：兴图新科 公告编号：2025-021 武汉兴图新科电子股份有限公司 关于参加湖北辖区上市公司2025年投资者集体接待日 活动暨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 为进一步加强与投资者的互动交流，武汉兴图新科电子股份有限公司（以下 简称"公司"）将参加由湖北证监局、湖北省上市公司协会与深圳市全景网络有 限公司联合举办的"湖北辖区上市公司 2025 年投资者集体接待日活动暨 2024 年 度业绩说明会"，现将相关事项公告如下： 一、召开方式 本次活动以线上形式召开，公司将针对经营情况、财务状况及未来发展规划 等问题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、召开时间、地点 本次活动将于 2025 年 6 月 12 日（星期四）14:00-16:40 在全景路演 （https://rs.p5w.net/）以线上形式召开。 三、参会人员 会议时间：2025 年 6 月 12 日（星期四）下午 14: ...

Core Viewpoint - The company will hold a performance briefing on June 5, 2025, to discuss its Q1 2025 financial results and operational performance, inviting investor participation and questions [1][2][5] Group 1: Meeting Details - The performance briefing is scheduled for June 5, 2025, from 16:00 to 17:00 [1][3] - The meeting will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [2][4] - Participants will include the company's Chairman and General Manager, Mr. Cheng Jiaming, and other key executives [3] Group 2: Investor Participation - Investors can log in to the Shanghai Stock Exchange Roadshow Center to participate in the briefing [3][4] - A pre-collection of questions from investors will be accepted from May 28 to June 4, 2025, through the Roadshow Center or via the company's email [2][3] Group 3: Contact Information - The company’s securities department can be contacted at phone number 027-87179175 or via email at xingtu@xingtu.com for further inquiries [4]