证券之星消息，8月4日军工电子板块较上一交易日上涨3.62%，兴图新科领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。军工电子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) | | | --- | --- | --- | --- | --- | --- | --- | | 688081 | 求量感兴 | 26.46 | 20.00% | 12.45万 | | 3.07亿 | | 688788 | 科思科技 | 72.73 | 20.00% | 10.20万 | | 7.05亿 | | 688011 | 新光光电 | 49.06 | 13.54% | 9.19万 | | 4.18亿 | | 300101 | 振心科技 | 23.71 | 10.23% | - 48.62万 | | 11.33亿 | | 002977 | 天箭科技 | 39.33 | 10.01% | 10.72万 | | 4.08亿 | | 688311 | 盟升电子 | 40.75 | 9.72% | 10.11万 | | 4.02 ...

金融界消息 截至2025年8月4日收盘，兴图新科（688081）报收于26.46元，上涨20.0%，换手率 12.09%，成交量12.45万手，成交金额3.07亿元。 兴图新科最新一期业绩显示，截至2025一季报，公司营业总收入1807.54万元、同比增长2.05%，归属净 利润2006.21万元，同比减少55.07%，扣非净利润2010.35万元，同比减少55.29%，流动比率2.764、速动 比率2.267、资产负债率25.15%。 资金流向方面，今日主力资金净流入3261.27万元，占比成交额10.63%。其中，超大单净流入5439.96万 元、占成交额17.73%，大单净流出2178.69万元、占成交额7.1%，中单净流出流入202.43万元、占成交 额0.66%，小单净流出3463.70万元、占成交额11.29%。 天眼查商业履历信息显示，武汉兴图新科电子股份有限公司，成立于2004年，位于武汉市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本10304万人民币，实缴资本1800万人 民币。公司法定代表人为程家明。 通过天眼查大数据分析，武汉兴图新科电子股份有限公司共对外投资 ...

Core Viewpoint - The military industry sector in both A-shares and Hong Kong stocks has experienced a significant surge, with numerous stocks hitting the daily limit up, driven by multiple favorable factors including domestic advancements and international military trade developments [1][3][4]. Group 1: Stock Performance - Over twenty military-related stocks in A-shares saw limit-up gains, including North China Long Dragon, Aileda, and Xingtuxinke, with increases of 20% for several stocks [1][2]. - In the Hong Kong market, stocks such as China Shipbuilding Defense and AVIC Industry also showed strong performance, with increases of nearly 7% and over 5% respectively [3]. Group 2: Domestic Developments - Recent advancements in the military sector, such as the nearing completion of the Fujian aircraft carrier, have provided a boost to the military industry, aiming to optimize the transition from ski-jump to catapult takeoff [4]. - The successful demonstration of drone swarm and machine "wolf pack" collaborative operations by the army marks a significant step into the era of unmanned combat [4]. Group 3: International Military Trade - The formal induction of the Chinese Z-10ME armed helicopter into the Pakistan military highlights China's military manufacturing strength and injects momentum into the sector [4]. - The performance of the Chinese J-10C fighter jet during the recent India-Pakistan conflict has enhanced its reputation in the international arms market, leading to interest from countries like Indonesia for potential procurement [5]. Group 4: Global Military Spending Trends - Global military spending is projected to surge to approximately $2.72 trillion in 2024, marking a 9.4% increase from 2023, driven by escalating geopolitical tensions [5]. - China accounted for 5.8% of global military trade exports from 2019 to 2023, with a significant portion directed towards Asia-Pacific countries [6]. Group 5: Upcoming Events and Long-term Outlook - The upcoming September 3 military parade, following the recent Army Day celebrations, is expected to further energize the military sector [7]. - The military industry is anticipated to enter a new growth phase, driven by strategic goals to build a world-class military by 2027, 2035, and 2050, indicating a shift from cyclical volatility to sustained growth [8].

Group 1 - Northern Long Dragon, Hengyu Xintong, and Xingtuxinke experienced a surge, hitting the daily limit up [1] - A total of over ten stocks, including Aileda, Great Wall Military Industry, Aerospace Electronics, and Lijun Shares, also reached the limit up [1] - Companies such as Hangya Technology and Wanlima saw their stock prices increase by over 10% [1]

8月4日盘中科创板股兴图新科涨停，截至13:17，股价报26.46元，成交2.56亿元，换手率10.22%，振幅 19.23%。 科创板个股中，截至发稿上涨的共有380只，涨幅在10%以上的共有9只，涨幅较高的有兴图新科、科思 科技、东芯股份等，分别上涨20.00%、20.00%、18.21%，下跌的有200只，跌幅较大的有科兴制药、申 联生物、容百科技，分别下跌10.36%、8.14%、6.46%。 资金面上，兴图新科上一交易日主力资金净流入359.56万元，近5日净流出387.54万元。 融资融券数据显示，该股最新（8月1日）两融余额为3620.17万元，其中，融资余额为3620.17万元，较 上一个交易日减少170.12万元，降幅为4.49%；近10日两融余额合计减少524.72万元，降幅为12.66%， 其间融资余额下降12.66%。（数据宝） （文章来源：证券时报网） ...

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]

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].

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: ...