Financial Performance - The company's operating revenue for the first half of 2025 was CNY 433.57 million, representing a 12.07% increase compared to CNY 386.88 million in the same period last year[18]. - The total profit for the period reached CNY 822.25 million, a significant recovery from a loss of CNY 32.85 million in the previous year[18]. - Net profit attributable to shareholders was CNY 694.70 million, compared to a loss of CNY 33.28 million in the same period last year[18]. - The net cash flow from operating activities was -CNY 27.55 million, an improvement from -CNY 252.14 million in the previous year[18]. - Basic earnings per share for the period were CNY 5.11, a recovery from -CNY 0.24 in the same period last year[19]. - The net profit excluding non-recurring gains and losses was RMB -55.17 million[78]. - The total comprehensive income for the first half of 2025 was ¥694,701,224.60, compared to a loss of ¥33,280,527.05 in the same period of 2024[192]. - Operating profit for the first half of 2025 was ¥30,961,596.34, compared to an operating loss of ¥7,995,380.97 in the first half of 2024, reflecting improved operational efficiency[195]. Assets and Liabilities - The company's net assets attributable to shareholders increased by 44.54% to CNY 2.25 billion from CNY 1.56 billion at the end of the previous year[18]. - Total assets grew by 17.40% to CNY 3.22 billion compared to CNY 2.74 billion at the end of the previous year[18]. - Total assets at the end of the reporting period reached CNY 3,219,000,000, reflecting a year-on-year increase of 10.93%[84]. - Total liabilities amounted to ¥964,876,740.46, down from ¥1,182,233,143.47, representing a decline of around 18.4%[183]. - Current liabilities decreased to ¥956,136,518.69 from ¥1,170,754,132.93, a reduction of approximately 18.3%[182]. Research and Development - The research and development expenditure as a percentage of operating revenue decreased to 8.34% from 11.01% in the previous year, a reduction of 2.67 percentage points[19]. - The company invested CNY 36.1783 million in R&D during the reporting period and filed 15 new patent applications, including 5 invention patents and 10 utility model patents[38]. - Research and development expenses for the first half of 2025 were ¥35,103,215.74, a decrease of 16.0% from ¥41,775,027.10 in the previous year[190]. - The company has accumulated a total of 286 patents, including 95 invention patents, 184 utility model patents, and 7 design patents, along with 171 registered software copyrights[44]. Market and Competition - The logistics equipment industry is experiencing a growth in express delivery volume, which reached 956.4 billion items, a year-on-year increase of 19.3%[27]. - The company attributed the net profit increase primarily to the disposal gains from the land use rights of an old factory in Guangzhou[19]. - The decline in net profit after excluding non-recurring gains was mainly due to intensified industry competition and a decrease in gross margin[19]. - The company faces risks related to market competition and potential losses due to economic downturns or increased raw material prices[71]. Product Development and Innovation - The company is focused on enhancing its R&D, marketing, manufacturing, and delivery capabilities to improve its core competitiveness in the smart logistics system sector[29]. - The integration of advanced technologies such as AI, IoT, and big data is driving the evolution of the smart logistics equipment industry towards digitalization and automation[30]. - The company has developed a core product system in intelligent logistics equipment, including cross-belt sorting machines and automatic packaging machines, addressing various application scenarios and user needs[44]. - The company has developed a range of new products, including a second-generation automatic sorting system and a third-generation mobile sorting platform, to enhance its product offerings[38]. Financial Management and Commitments - The company has implemented a comprehensive budget management system to strengthen financial control and improve project cost management[41]. - The company has established a detailed management system for the use of raised funds to protect investor interests and ensure funds are used appropriately[120]. - The company commits to fulfilling measures to compensate for any dilution of immediate returns to investors[123]. - The company guarantees that the prospectus and other disclosures do not contain false statements or omissions, and will bear legal responsibility for their accuracy[112]. Shareholder and Governance - The controlling shareholder, Zhongyou Capital, has a lock-up commitment for 36 months starting from June 15, 2022, prohibiting the transfer or management of shares prior to the IPO[96]. - Directors and senior management are prohibited from transferring their shares for 12 months post-IPO and for 6 months after leaving their positions[103]. - The company has committed to ensuring that its controlled entities do not engage in similar business activities that could harm the issuer's interests[140]. - The company will ensure compliance with all legal and regulatory requirements during any share reduction activities[108].

Group 1 - The company will hold a performance briefing on September 1, 2025, from 15:00 to 17:00 at the Shanghai Stock Exchange Roadshow Center [2][4] - The briefing will be conducted in an online text interaction format, allowing investors to participate remotely [3][5] - Investors can submit questions from August 25 to August 29, 2025, before the briefing, through the Roadshow Center website or via the company's email [6][5] Group 2 - The company will release its 2025 semi-annual report on August 28, 2025, and will address common investor concerns during the briefing [3][4] - Key personnel attending the briefing include the Chairman, Independent Directors, General Manager, and Financial Director [4][6] - After the briefing, investors can access the main content and details of the event through the Roadshow Center [6][7]

中邮科技股份有限公司关于参加 证券代码：688648 证券简称：中邮科技 公告编号：2025-033 （一）会议召开时间：2025年9月1日（星期一）下午15:00-17:00 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。 重要内容提示： ?会议召开时间：2025年9月1日（星期一）下午15:00-17:00 ?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/） ?会议召开方式：上证路演中心网络文字互动 ?投资者可于2025年8月25日（星期一）至8月29日（星期五）下午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 ir@cpte.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。 一、说明会类型 中邮科技股份有限公司（以下简称"公司"）将于2025年8月28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，公司将参加上海证券交易所主办的2025年半年度 ...

证券代码：688648 证券简称：中邮科技 公告编号：2025-033 中邮科技股份有限公司关于参加 2025年半年度科创板机器人行业集体业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025年9月1日（星期一）下午15:00-17:00 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/） 会议召开方式：上证路演中心网络文字互动 投资者可于2025年8月25日（星期一）至8月29日（星期五）下午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 ir@cpte.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。 一、说明会类型 中邮科技股份有限公司（以下简称"公司"）将于2025年8月28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，公司将参加上海证券交易所主办的2025年半年度科创板 机器人行业集体业绩说明 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 873726 | 卓兆点胶 | 46.28 | -10.71% | 7.05万 | 3.35 Z | | 600980 | 北矿科技 | 25.22 | -9.99% | 40.52万 | 10.66亿 | | 688648 | 中郎科技 | 64.00 | -9.49% | 10.27万 | 6.86 Z | | 002611 | 东方精工 | 18.09 | -8.17% | 226.97万 | 42.24亿 | | 600835 | 上海机电 | 29.46 | -6.80% | 48.65万 | 14.60亿 | | 002837 | 英维克 | 64.60 | -6.78% | 112.96万 | 74.31亿 | | 603800 | 洪田股份 | 50.32 | -5.66% | 15.19万 | 7.69亿 | | 002779 | 中坚科技 | 101.71 | -5.43% | 7.31万 | 7.57亿 | | 688328 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Insights - The mechanical export sector shows steady growth, supported by low-altitude economic policies [2][3] - The domestic leading enterprises in the mechanical equipment sector maintain strong competitive advantages in both supply and demand [4] - The report highlights specific investment opportunities in low-altitude economy and mechanical equipment sectors [5] Weekly Market Review - From August 11 to August 15, 2025, the Shanghai Composite Index rose by 1.70%, the Shenzhen Component Index increased by 4.55%, and the ChiNext Index surged by 8.58%. The Shenwan Mechanical Equipment Index rose by 3.21%, outperforming the CSI 300 Index by 0.84 percentage points, ranking 8th among 31 Shenwan first-level industries [12] - Sub-sectors such as general equipment, specialized equipment, and automation equipment saw increases of 3.45%, 4.13%, and 5.45% respectively, while engineering machinery and rail transit equipment experienced slight declines [12][15] Key Sector Tracking Low-altitude Economy - The Yunnan provincial government has issued measures to support the healthy development of the low-altitude economy, including 15 specific initiatives aimed at enhancing safety supervision, supporting drone testing, and expanding international markets [3][21] - Shanghai plans to establish a low-altitude industry fund to encourage research institutions to set up project companies for technological breakthroughs [3] Mechanical Equipment - In July 2025, sales of various types of forklifts reached 118,605 units, a year-on-year increase of 14.4%. Domestic sales accounted for 69,700 units, up 14.3%, while exports totaled 48,905 units, up 14.5% [4] - For the first seven months of 2025, a total of 857,939 forklifts were sold, marking a 12% year-on-year increase, with domestic sales up 10.4% and exports up 15.1% [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [5]

Group 1 - The stock market has shown a reversal in sentiment since September 24 last year, with a notable increase in risk appetite and structural market trends expected to continue into 2025 [1] - The Shanghai Composite Index reached a nearly ten-year high of 3731.76 points on August 18, indicating a strong performance in technology stocks, AI, robotics, and military sectors [1] - There is a noticeable divergence in the market, where the index rises but individual stocks do not follow suit, highlighting a selective investment environment [1] Group 2 - For ordinary investors, equity products from wealth management companies are a favorable choice, with an average net value growth rate of 28.74% over the past year and a maximum drawdown of 12.85% [2] - The top three equity public wealth management products in terms of one-month returns are from China Merchants Bank, China Post, and Everbright, with notable performances from new products launched by China Post [2][3] - China Post's "Hongbo Equity Class Shortest Holding 14 Days No. 1 (Technology Manufacturing)" achieved a one-month net value growth rate of 7.97%, ranking second, while its other product ranked tenth with a growth rate of 3.01% [2][3] Group 3 - The low interest rate environment and supportive policies have created favorable conditions for equity market investments, prompting wealth management companies to enhance their equity research capabilities and product offerings [4] - China Post's "Hongbo Equity Class Shortest Holding 14 Days No. 1 (Technology Manufacturing)" focuses on emerging industries, particularly in technology and innovation, which are expected to drive significant investment opportunities [5] - The product employs a strategy combining ETFs and actively managed funds to capture industry growth while mitigating individual stock risks, with a current net asset value of 1.0796 as of August 14 [5] Group 4 - The management fee for the aforementioned product has been significantly reduced from 0.5% to 0.05% per year, benefiting investors by lowering costs [6] - The market outlook suggests that technological assets will have considerable allocation value due to a combination of industrial cycles and a loose monetary environment, with a shift towards high-yield assets as risk-free rates decline [7]

Market Performance - The three major indices experienced an increase during the week of August 11 to August 15, with the Shanghai Composite Index rising by 1.70%, the Shenzhen Component Index by 4.55%, and the ChiNext Index by 8.58% [1][2]. Individual Stock Performance - The top-performing stock for the week was Oulutong, which surged by 82.52%. Other notable gainers included Zhongyou Technology (74.05%), Sainuo Medical (69.13%), and Dayuan Pump Industry (61.11%) [3][5]. - Conversely, the worst-performing stock was Jinlihua Electric, which fell by 28.31%, followed by Jihua Group and Tianfulong with declines of 25.76% and 22.50%, respectively [3][5]. Trading Activity - A total of 105 stocks had a turnover rate exceeding 100% during the week, with C Guangjian Technology leading at 286.40% [6][7]. - The sectors with the highest turnover rates included machinery, computers, and electronics [6]. Capital Flow - Non-bank financials and banks attracted significant capital inflows, with the non-bank financial sector seeing over 12 billion yuan in net inflows. Dongfang Caifu led individual stocks with a net inflow of 9.005 billion yuan [8][9]. - Notable net inflows were also observed in Ningde Times (2.563 billion yuan) and Geer Shares (1.406 billion yuan) [8][9]. Margin Trading - New Yisheng topped the list for margin trading with a net buy of 1.153 billion yuan, reflecting a weekly increase of 27.94% [10][11]. - Other significant net buys included Industrial Fulian and Dongfang Caifu, while stocks like Muyuan Foods and Zhongkong Technology faced net sell-offs [10][11]. Institutional Research - The most researched stock by institutions was Nanwei Medical, with 183 institutions participating in its research. Other stocks like Anjisi and Jinchengzi also received significant attention [12][13]. - The focus of institutional research was primarily on sectors such as integrated circuits, industrial machinery, and electronic components [12]. New Institutional Ratings - Several stocks received new ratings from institutions, including Ousheng Electric, which was rated "Outperform" with a target price of 38.16 to 45.10 yuan [15][16]. - Other stocks like Boshang Optoelectronics and Ying Shi Innovation also received buy ratings with specified target prices [15][16].

证券之星消息，8月15日专用设备板块较上一交易日上涨2.11%，中邮科技领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。专用设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 688648 | 中郎科技 | 75.71 | 20.00% | 14.94万 | | 10.33亿 | | 301128 | 强瑞技术 | 74.41 | 12.74% | 12.95万 | | 9.18亿 | | 002837 | 英维克 | 63.82 | 9.60% | 109.10万 | | 67.72亿 | | 603337 | 杰克股份 | 56.99 | 9.34% | 7.58万 | | 4.21亿 | | 300902 | 圖安达 | 29.16 | 8.68% | 18.41万 | | 5.19 Z | | 873726 | 卓兆点胶 | 37.32 | 7.92% | 6.69万 | | 2.48亿 | | ...

资金面上，中邮科技上一交易日主力资金净流出4013.15万元，近5日净流入8594.21万元。 融资融券数据显示，该股最新（8月14日）两融余额为2.50亿元，其中，融资余额为2.50亿元，较上一个 交易日增加737.75万元，增幅为3.04%；近10日两融余额合计增加3223.66万元，增幅为14.82%，其间融 资余额增长14.82%。 （文章来源：证券时报网） 8月15日尾盘科创板股中邮科技涨停，截至14:59，股价报75.71元，成交10.30亿元，换手率22.54%，振 幅19.51%。 科创板个股中，截至发稿上涨的共有543只，涨幅在10%以上的共有25只，除中邮科技之外，涨停的还 有杰华特、磁谷科技、均普智能等，下跌的有43只，跌幅较大的有麦澜德、德科立、凯立新材，分别下 跌7.28%、4.04%、3.90%。 ...