Market Overview - The military electronics sector experienced a decline of 1.79% on August 14, with Aerospace Changfeng leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance - Notable gainers in the military electronics sector included: - *ST Aowei (002231): Closed at 3.99, up 5.00% with a trading volume of 608,400 shares and a turnover of 240 million yuan - AVIC Optoelectronics (002179): Closed at 40.66, up 4.15% with a trading volume of 739,500 shares and a turnover of 3.051 billion yuan - Raytheon Defense (002413): Closed at 6.48, up 3.85% with a trading volume of 2,297,800 shares and a turnover of 1.456 billion yuan [1] - Major decliners included: - Aerospace Changfeng (600855): Closed at 16.58, down 9.99% with a trading volume of 681,200 shares and a turnover of 1.166 billion yuan - Jingpin Special Equipment (688084): Closed at 95.20, down 6.95% with a trading volume of 30,200 shares and a turnover of 294 million yuan [2] Capital Flow - The military electronics sector saw a net outflow of 2.116 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.104 billion yuan [2] - Specific stock capital flows included: - Haige Communication (002465): Net inflow of 1.45 billion yuan from institutional investors, with a net outflow of 461.46 million yuan from retail investors - Raytheon Defense (002413): Net inflow of 130 million yuan from institutional investors, with a net outflow of 32.54 million yuan from retail investors [3]

Group 1 - The Robot ETF (562500) experienced a decline of 0.53% as of 1:45 PM, influenced by a market pullback, with a maximum intraday drop of 2% before recovering [1] - Major component stocks included Matrix Technology, which rose by 5.95%, and Yingfeng Environment and Robot, both increasing by over 3%. Conversely, Jingpin Special Equipment fell by 6.66%, with Huachen Equipment and Oat Technology also declining by over 3% [1] - Trading volume was significant, with a total transaction amount of 1.479 billion and a turnover rate of 9.05%, indicating active market participation [1] Group 2 - On August 14, Zhiyuan Robotics launched the industry's first open-source platform for robot world modeling, Genie Envisioner (GE), aimed at unifying robot control modes and innovating traditional workflows [1] - The 2025 World Robot Conference concluded successfully on August 12, showcasing 123 new products, highlighting the latest breakthroughs in the robotics field [1] - The first global humanoid robot sports event will be held in Beijing from August 14 to 17, with a recommendation to focus on humanoid robot developments and investment opportunities in the supply chain as production routes become clearer [1] Group 3 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 100 billion, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robotics industry chain [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 ●投资者可于2025年8月12日(星期二)至8月18日(星期一)16:00前登录上证路演中心网站首页点击"提问预 征集"栏目或通过公司邮箱jptz_ir@163.com进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 北京晶品特装科技股份有限公司（以下简称"公司"）将于2025年8月19日发布公司2025年半年度报告， 为便于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况，公司计划于2025年8月19 日下午14:00-15:00举行2025年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 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 重要内容提示： ●会议召开时间：2025年8月19日(星期二)下午14:00-15:00 ●会 ...

Group 1 - The stock price of Jingpin Special Equipment is reported at 99.87 yuan, down by 1.94 yuan from the previous trading day, with a trading volume of 35,114 lots and a transaction amount of 354 million yuan [1] - The company operates in the specialized equipment manufacturing industry, focusing on the research, production, and sales of special equipment, including robotics [1] - Jingpin has been included in the list of specialized and innovative enterprises, indicating its recognition in the industry [1] Group 2 - The company plans to hold a semi-annual performance briefing on August 19, 2025, which is anticipated to disclose operational data and future development plans [1] - Market participants are particularly interested in the potential insights that may be revealed during this upcoming meeting [1]

（文章来源：证券日报） 证券日报网讯 8月11日晚间，晶品特装发布公告称，公司将于2025年8月19日举行2025年半年度业绩说 明会。 ...

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： 会议召开时间：2025 年 8 月 19 日(星期二)下午 14:00-15:00 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/） 证券代码：688084 证券简称：晶品特装 公告编号：2025-025 北京晶品特装科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 会议召开方式：上证路演中心网络互动 北京晶品特装科技股份有限公司（以下简称"公司"）将于 2025 年 8 月 19 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 8 月 19 日下午 14:00- 15:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 投资者可于 2025 年 8 月 12 日(星期二)至 8 月 18 日(星期一)16:00 前登录 上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 j ...

证券之星消息，8月8日军工电子板块较上一交易日下跌0.73%，晶品特装领跌。当日上证指数报收于 3635.13，下跌0.12%。深证成指报收于11128.67，下跌0.26%。军工电子板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300045 华力创通 | | 1.67 Z ﮯ | 9.91% | -5347.49万 | -3.18% | -1.13 Z | -6.73% | | 002189 | 中光学 | 9478.75万 | 8.43% | -4679.98万 | -4.16% | -4798.77万 | -4.27% | | 002383 合众思壮 | | 7378.91万 | 11.43% | -437.34万 | -0.68% | -6941.57万 | -10.75% | | 300101 振芯科技 | | 5695.41万 | 9.76% | -1918.08万 | -3. ...

金融界消息 截至2025年8月4日收盘，晶品特装（688084）报收于108.2元，上涨9.28%，换手率 11.49%，成交量4.06万手，成交金额4.30亿元。 资金流向方面，今日主力资金净流入3621.25万元，占比成交额8.42%。其中，超大单净流入3926.19万 元、占成交额9.13%，大单净流出304.94万元、占成交额0.71%，中单净流出流出2984.97万元、占成交 额6.94%，小单净流出636.27万元、占成交额1.48%。 晶品特装最新一期业绩显示，截至2025一季报，公司营业总收入2640.88万元、同比增长212.81%，归属 净利润357.56万元，同比增长61.49%，扣非净利润898.43万元，同比增长10.50%，流动比率7.169、速动 比率6.324、资产负债率12.14%。 天眼查商业履历信息显示，北京晶品特装科技股份有限公司，成立于2009年，位于北京市，是一家以从 事水利管理业为主的企业。企业注册资本7565.9066万人民币，实缴资本7565.9066万人民币。公司法定 代表人为陈波。 通过天眼查大数据分析，北京晶品特装科技股份有限公司共对外投资了17家企业， ...

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 2.7%, with a transaction volume of 14.57 million yuan [3] - As of August 1, the Robot ETF has seen a net value increase of 46.01% over the past year, ranking 440 out of 2944 index equity funds, placing it in the top 14.95% [3] - Since its inception, the Robot ETF has recorded a highest monthly return of 25.78%, with the longest consecutive monthly gains being 3 months and a maximum cumulative increase of 37.12%, averaging a monthly return of 8.93% during rising months [3] Group 2: Top Holdings - As of July 31, the top ten weighted stocks in the CSI Robot Index include iFlytek, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 3: Market Trends - The "E-Town Robot Consumption Festival," the world's first festival themed around robot consumption, has been launched in Beijing, featuring hundreds of companies across service robots, industrial robots, and special robots, covering applications in home, medical, education, logistics, and entertainment [5] - Dongfang Securities indicates that significant marginal changes in the artificial intelligence industry are expected in the next 1-2 months, following the State Council's approval of the "Artificial Intelligence +" action plan, which aims to promote large-scale commercialization of AI applications [6] - The robot sector is viewed as a crucial application area within the AI industry, with expectations for accelerated progress in the future [6]

8月1日，晶品特装的资金流向如下：主力资金净流出1298.81万元，占总成交额4.24%；游资资金净流出 3747.01万元，占总成交额12.22%；散户资金净流入5045.82万元，占总成交额16.46%。 公司公告汇总 北京晶品特装科技股份有限公司发布了关于以集中竞价交易方式回购股份的回购进展公告。主要内容如 下：- 回购方案首次披露日为2025年6月18日，由实际控制人、董事长陈波先生提议。- 回购方案实施期 限为2025年6月17日到2026年6月16日。- 预计回购金额为800万元到1200万元，回购用途为用于员工持 股计划或股权激励。- 截至2025年7月31日，公司尚未实施股份回购，累计已回购股数为0.00万股，占总 股本比例为0.00%，累计已回购金额为0.00万元，实际回购价格区间为0.00元/股到0.00元/股。- 公司于 2025年6月17日召开第二届董事会第十一次会议，审议通过了使用部分超募资金以集中竞价交易方式回 购公司股份方案的议案，同意公司使用部分超募资金以集中竞价交易方式回购公司已发行的部分人民币 普通股（A股）股份，并在未来适宜时机将前述回购股份用于员工持股计划或股权激励。公 ...