陕西华秦科技实业股份有限公司 信息披露暂缓与豁免管理制度 二零二五年八月 | | | 陕西华秦科技实业股份有限公司 信息披露暂缓与豁免管理制度 第一章 总则 第四条 公司和其他信息披露义务人应当真实、准确、完整、及时、公平地 披露信息，不得滥用暂缓或者豁免披露规避信息披露义务、误导投资者，不得实 施内幕交易、操纵市场等违法行为。 第五条 公司和其他信息披露义务人应当审慎确定信息披露暂缓、豁免事项， 履行内部审核程序后实施。暂缓、豁免事项的范围原则上应当与公司股票首次在 证券交易所上市时保持一致，在上市后拟增加暂缓、豁免披露事项的，应当有确 实充分的证据。 第六条 公司和其他信息披露义务人拟披露的信息存在中国证监会和《上市 2 陕西华秦科技实业股份有限公司 信息披露暂缓与豁免管理制度 规则》规定的暂缓、豁免情形的，可以无须向上海证券交易所申请，由信息披露 义务人自行审慎判断，上海证券交易所对信息披露暂缓、豁免事项实行事后监管。 第二章 暂缓、豁免披露信息的范围 第一条 为规范陕西华秦科技实业股份有限公司（以下简称"公司"）信息披 露暂缓、豁免行为，督促公司及相关信息披露义务人（以下简称"信息披露义务 人"）依法 ...

华秦科技公告，2025年上半年营业收入5.16亿元，同比增长6.44%。净利润1.46亿元，同比下降 32.45%。拟向全体股东每10股派发现金红利人民币1.3元（含税），拟派发现金红利总额为人民币 3543.42万元（含税），占公司2025年半年度归属于上市公司股东的净利润的24.33%。 ...

Group 1 - The Ministry of Human Resources and Social Security, along with four other departments, has issued a notice that starting from September 1, individuals can withdraw personal pensions under three new conditions: suffering from major illnesses, receiving unemployment insurance, and receiving minimum living security. Participants can withdraw their pensions monthly, in installments, or as a lump sum [2] - Xiaomi Group reported its Q2 financial results, achieving record highs in several key metrics: revenue of 116 billion yuan, a year-on-year increase of 30.5%; adjusted net profit of 10.8 billion yuan, a significant increase of 75.4%; revenue from the smartphone and AIoT segment reached 94.7 billion yuan, up 14.8% year-on-year. The smartphone business generated 45.5 billion yuan, with positive growth for eight consecutive quarters. The automotive segment reported revenue of 21.3 billion yuan, with operating losses narrowing to 300 million yuan, and is expected to achieve profitability in the second half of the year [2] Group 2 - The Ministry of Finance reported that in July, the national general public budget revenue reached 202.73 billion yuan, a year-on-year increase of 2.6%, the highest growth rate this year. Tax revenue was 180.18 billion yuan, growing by 5%. For the first seven months of the year, total revenue was 1.35839 trillion yuan, with a slight year-on-year increase of 0.1% [3] - The People's Bank of China has added 100 billion yuan in re-lending to support agriculture and small businesses, encouraging financial institutions to increase credit support for affected areas and small enterprises [3] - The National Bureau of Statistics reported that the unemployment rate for urban youth aged 16-24 in July was 17.8%, while the rate for those aged 25-29 was 6.9%, and for those aged 30-59 was 3.9% [3] Group 3 - The A-share market experienced a narrow fluctuation with all three major indices closing lower, while the North Star 50 index reached a new historical high. The consumer electronics, CPO, and liquor sectors led the gains, while insurance, PEEK materials, and lithography machine concepts saw notable adjustments [5] - The Hong Kong Hang Seng Index fell by 0.21%, closing at 25,122.9 points, with the Hang Seng Technology Index down 0.67%. Southbound funds saw a significant net inflow of 18.573 billion Hong Kong dollars [6] - The margin financing balance in the A-share market exceeded 2.1 trillion yuan, marking a significant increase and the largest single-day growth in 2024. This reflects a growing bullish sentiment in the market [7] Group 4 - Xpeng Motors reported Q2 total revenue of 18.27 billion yuan, a year-on-year increase of 125.3%, with an adjusted net loss of 390 million yuan, down from a loss of 1.22 billion yuan in the same period last year. The company expects Q3 vehicle deliveries to reach between 113,000 and 118,000 units, representing a year-on-year growth of 142.8% to 153.6% [8] - Pop Mart's revenue and net profit for the first half of the year exceeded the total for the previous year, with revenue of 13.876 billion yuan, a year-on-year increase of 204.4%, and adjusted net profit of 4.71 billion yuan, up 362.8% [9]

Group 1 - The core viewpoint of the news is that Huayin Technology (688281) has experienced a stock price increase of 4.18% as of August 15, 2025, closing at 73.0 yuan, with a trading volume of 29,000 lots and a transaction amount of 211 million yuan [1] - The latest financial performance of Huayin Technology shows total revenue of 241 million yuan for Q1 2025, a year-on-year decrease of 2.48%, and a net profit attributable to shareholders of 62.66 million yuan, down 45.23% year-on-year [1] - The company has a current ratio of 5.692, a quick ratio of 5.357, and a debt-to-asset ratio of 23.65% [1] Group 2 - Huayin Technology has made investments in 9 companies and participated in 162 bidding projects [2] - The company holds 70 trademark registrations and 123 patents, along with 41 administrative licenses [2]

Group 1 - The Shaanxi Provincial Government announced the 2024 Science and Technology Awards, recognizing significant contributions in the field [1] - Notable winners include Chinese Academy of Sciences Academician Dou Kefeng and Chinese Academy of Engineering Academicians Wang Shuangming and Kang Zhensheng, who received the highest science and technology award [1] - The chairman of Shaanxi Huaqin Technology Industry Co., Ltd., Zhe Shengyang, was awarded the Outstanding Contribution Award for Innovation-Driven Qin Chuang Yuan [1] Group 2 - A total of 19 projects received the first prize for the Shaanxi Provincial Technology Invention Award, including "Key Technologies and Complete Equipment for High-Performance Forming of Complex Shaft Parts" [1] - The second prize for the Shaanxi Provincial Technology Invention Award was awarded to 16 projects, including "Key Technologies and Applications of High-Energy Environmentally Friendly Cutting Lubrication for Aerospace High-Precision Difficult-to-Process Components" [1] - The Shaanxi Provincial Science and Technology Progress Award recognized 45 projects with the first prize, including "Laser Multi-Dimensional Long-Distance Non-Destructive Testing Technology and Its Major Equipment Applications" [2] Group 3 - Foreign experts Vladislav Blatov and Jeong Deok-ho received the Shaanxi Provincial International Science and Technology Cooperation Award [3]

Investment Rating - The report rates the military industry as "Overweight" [5] Core Views - The military industry is expected to perform well in the long term due to increasing great power competition and rising defense expenditures [9][20] - Recent developments include the joint naval exercises between China and Russia, and the U.S. building a counter-drone defense system [8][20] - The report highlights the restructuring of China's aviation supply chain and the importance of domestic production capabilities in the aerospace sector [22][23] Summary by Sections Investment Highlights - Recommended stocks include: 1) Assembly: AVIC Shenyang Aircraft (600760.SH), AVIC Xi'an Aircraft (000768.SZ), AVIC South Lake (688552.SH) 2) Components: AVIC Optoelectronics (002179.SZ), Guobang Electronics (603678.SH), Ruichuang Micro-Nano (688002.SH) 3) Subsystems: AVIC Aircraft (600372.SH), North Navigation (600435.SH) 4) Materials and Processing: Feilihua (300395.SZ), Guangwei Composite (300699.SZ), Huayin Technology (688281.SH) [5][9][10] Market Performance - The defense military index rose by 5.24% from August 4 to August 8, outperforming the Shanghai Composite Index by 3.13 percentage points [11][12] - The military industry ranked 3rd out of 29 sectors during this period [12] Major News in the Military Industry - The joint naval exercises "Maritime Joint-2025" between China and Russia included real combat training and operational coordination [20][21] - The U.S. is developing a counter-drone defense system, with Ukraine being a testing ground for various technologies [8][9] - Japan is expanding its military influence through participation in multinational exercises, indicating a shift in its defense posture [28][30]

融券方面，当日融券卖出700.0股，融券偿还480.0股，融券净卖出220.0股，融券余量5.0万股，近20个交 易日中有13个交易日出现融券净卖出。 | 交易日 | 殿) 田園虎坊 | | 融券会量(股) | 融券余额(元) | | --- | --- | --- | --- | --- | | 2025-08-06 | | 220.0 | 5.00万 | 365.79万 | | 2025-08-05 | | -100.0 | 4.98万 | 366.77万 | | 2025-08-04 | | 1800.0 | 4.99万 | 385.68万 | | 2025-08-01 | | -600.0 | 4.81万 | 358.49万 | | 2025-07-31 | | 400.0 | 4.87万 | 336.90万 | 证券之星消息，8月6日，华秦科技（688281）融资买入2950.93万元，融资偿还2713.98万元，融资净买 入236.96万元，融资余额1.96亿元，近3个交易日已连续净买入累计1814.56万元。 融资融券余额2.0亿元，较昨日上涨1.2%。 | 交易日 | 融资净买入(元) | 融 ...

通过天眼查大数据分析，陕西华秦科技实业股份有限公司共对外投资了9家企业，参与招投标项目161 次，知识产权方面有商标信息70条，专利信息117条，此外企业还拥有行政许可41个。 金融界消息 截至2025年8月5日收盘，华秦科技（688281）报收于73.62元，下跌4.71%，换手率2.16%， 成交量3.69万手，成交金额2.80亿元。 来源：金融界 资金流向方面，今日主力资金净流出2897.21万元，占比成交额10.35%。其中，超大单净流入52.39万 元、占成交额0.19%，大单净流出2949.60万元、占成交额10.54%，中单净流出流入1423.38万元、占成 交额5.09%，小单净流入1473.83万元、占成交额5.27%。 华秦科技最新一期业绩显示，截至2025一季报，公司营业总收入2.41亿元、同比减少2.48%，归属净利 润6265.60万元，同比减少45.23%，扣非净利润5480.35万元，同比减少50.79%，流动比率5.692、速动比 率5.357、资产负债率23.65%。 天眼查商业履历信息显示，陕西华秦科技实业股份有限公司，成立于1992年，位于西安市，是一家以从 事计算机、通 ...

Market Overview - The aviation equipment sector experienced a decline of 0.22% on August 5, with Huayin Technology leading the drop [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Stock Performance - Ailida (300696) saw a significant increase of 6.81%, closing at 32.17, with a trading volume of 726,000 shares and a transaction value of 2.334 billion [1] - Hengyu Xintong (300965) rose by 5.19% to 80.04, with a trading volume of 95,600 shares and a transaction value of 780 million [1] - Zhongjian Technology (300777) increased by 4.96% to 37.66, with a trading volume of 209,000 shares and a transaction value of 781 million [1] - Huayin Technology (688281) declined by 4.71% to 73.62, with a trading volume of 36,900 shares and a transaction value of 280 million [2] - Other notable declines included Jiachi Technology (688708) down 4.46% and Jianghang Equipment (688586) down 2.77% [2] Capital Flow - The aviation equipment sector saw a net outflow of 1.678 billion from institutional investors, while retail investors contributed a net inflow of 1.188 billion [2][3] - The capital flow data indicates that institutional investors were net sellers, while retail investors were net buyers, suggesting differing market sentiments [2][3] Individual Stock Capital Flow - Hongdu Aviation (600316) had a net inflow of 24.3153 million from institutional investors, while retail investors had a net outflow of 80.3541 million [3] - Zhongjian Technology (300777) experienced a net inflow of 19.1756 million from institutional investors, but a net outflow of 28.5424 million from retail investors [3] - New Star Equipment (002933) saw a net inflow of 10.7080 million from institutional investors and a net inflow of 20.4644 million from retail investors [3]

Group 1 - The report emphasizes a focus on the broad technology sector for investment in August, highlighting a "slow bull" market mentality [2][4] - The recommended stocks include leading companies across various industries, such as XianDao Intelligent in machinery and HuaQin Technology in military [2][6] - The report suggests that the current market is experiencing a consolidation phase, with a potential shift from point trading to space trading as profits are realized [4][6] Group 2 - XianDao Intelligent is expected to benefit from the restart of production by domestic leaders, with significant orders projected from partners like Ningde Times [9][10] - HuaQin Technology is positioned to grow due to its leading role in stealth materials, with projected net profits increasing from 4.98 billion to 6.56 billion from 2025 to 2027 [15][16] - Anker Innovation is recognized as a leader in consumer electronics, with a projected overseas revenue share of 96.4% in 2024, driven by strong growth in new products [20][22] Group 3 - JingZhiDa is advancing in the semiconductor testing equipment market, with significant orders expected from major clients, indicating a strong growth potential [25][26] - BoRui Pharmaceutical is projected to see net profits rise from 2.6 billion to 4.3 billion from 2025 to 2027, driven by clinical advancements [29][30] - Focus Technology is leveraging AI tools to enhance seller efficiency and increase cash flow, indicating a positive outlook for its business model [32][34] Group 4 - HaiTianRuiSheng is involved in high-quality data set development, with expected revenue growth of 61%-78% in 2025, supported by government and enterprise contracts [38][39] - DongPeng Beverage is experiencing increased sales due to enhanced brand exposure and product offerings, maintaining a "buy" rating [43][44] - DaJin Heavy Industry is positioned for growth with a strong order backlog and plans for overseas expansion, indicating robust future performance [45][46] Group 5 - XinHeCheng is a leading player in the fine chemical sector, with a focus on vitamins and amino acids, benefiting from a strong integrated supply chain [49][50] - The company is expected to see a recovery in vitamin prices and increased production capacity in amino acids, enhancing its competitive position [53][54] - The report highlights the potential for significant growth in the new materials sector, driven by ongoing projects and market demand [50][52]