《关于中邮科技股份有限公司股票交易异常波动的询证函》 的回函 致:中邮科技股份有限公司 二、在本次股票交易异常波动期间,本公司不存在买卖你公司股票的情形。 特此函复。 (本页以下无正文) (本页无正文,为中国邮政集团有限公司《关于中邮科技股份有限公司股 票交易异常波动的询证函>的回函》之签署页。） 中国邮政集团有限公 - 你公司《关于中邮科技股份有限公司股票交易异常波动的询证函》已收悉, 经核查落实,现就公司询证事项回复如下: 一、截至目前,作为你公司实际控制人,不存在涉及你公司的应披露而未 披露的重大信息,包括但不限于正在筹划并购重组、股份发行、债务重组、业 务重组、资产剥离和资产注入等重大事项。 ...

Core Viewpoint - The company, Zhongyou Technology, has issued a notice indicating that its recent daily operations are normal and there have been no significant changes in its business activities [1] Group 1: Company Operations - The company has conducted a self-inspection and confirmed that its daily operations are functioning normally [1] - There have been no major changes in the market environment or industry policies affecting the company [1] - Product research, production, and sales are progressing normally, and internal operational order is stable [1] Group 2: Shareholder and Market Impact - The company's controlling shareholder and actual controller do not have any significant matters that could affect abnormal fluctuations in the company's stock trading [1] - There are no other undisclosed significant information or events that could have a substantial impact on the company's stock price [1] - The company acknowledges recent short-term stock price volatility and advises investors to be cautious in the secondary market [1]

科创50指数今日下跌0.22%，报收995.49点，科创板全日成交量22.90亿股，成交额738.13亿元，加权平 均换手率为1.36%。 证券时报·数据宝统计显示，今日可交易科创板股中，157只股收盘上涨，涨幅超过10%的有3只，涨幅 在5%至10%的有13只，收盘下跌的有422只，跌幅超10%的有1只。 科创板股换手率区间分布显示，换手率超过20%的有2只，换手率10%~20%的有7只，换手率5%~10%的 28只，换手率3%~5%的69只，换手率1%~3%的297只，换手率不足1%的有184只。 换手率最高的是C汉邦，该股为上市5日内的新股，跌幅为4.82%，换手率34.54%，日成交额2.73亿元， 全天主力资金净流出2755.93万元。其次是中邮科技，该股今日收盘上涨18.18%，全天换手率23.29%， 成交额7.28亿元，换手率居前的还有利扬芯片、航天南湖、胜科纳米等，换手率分别为16.39%、 16.05%、12.22%。 | 688716 | 中研股份 | 37.95 | -3.70 | 8.20 | -1232.95 | | --- | --- | --- | --- | --- | -- ...

Market Overview - The Sci-Tech Innovation Board (科创板) index rose by 0.24%, closing at 997.68 points, with a total trading volume of 2.228 billion shares and a turnover of 72.896 billion yuan, resulting in a weighted average turnover rate of 1.32% [1] - Among the tradable stocks on the Sci-Tech Innovation Board, 407 stocks closed higher, with 7 stocks increasing by over 10% and 24 stocks rising between 5% and 10%. Conversely, 175 stocks closed lower [1] Stock Performance - The highest turnover rate was recorded by C Hanbang, a newly listed stock, which closed up by 5.69% with a turnover rate of 50.32% and a daily transaction amount of 389 million yuan, attracting a net inflow of 13.6588 million yuan [1] - Other notable stocks with high turnover rates include Aerospace Nanhu, which closed down by 6.42% with a turnover rate of 29.39%, and Liyang Chip, which rose by 15.49% with a turnover rate of 22.58% [1][4] High Turnover Stocks - Among stocks with a turnover rate exceeding 5%, C Hanbang is a newly listed stock. The top gainers included Rongchang Bio, Yifang Bio, and Liyang Chip, with increases of 16.09%, 15.62%, and 15.49%, respectively. The largest decliners were Aerospace Nanhu, Chipsea Technology, and Zhongyan Shares, with declines of 6.42%, 4.52%, and 4.32% [2] - The pharmaceutical and biological industry had the highest representation among high turnover stocks, with 11 stocks listed, followed by electronics and machinery equipment with 7 and 5 stocks, respectively [2] Fund Flow Analysis - In terms of fund flow, 23 stocks with high turnover rates experienced net inflows, with Liyang Chip, Rejing Bio, and Zengxian Electric seeing net inflows of 121 million yuan, 47.0913 million yuan, and 33.5006 million yuan, respectively. Conversely, Aerospace Nanhu, Shijia Photon, and Zhong无人机 experienced significant net outflows of 192 million yuan, 15.55 million yuan, and 9.8762 million yuan [2] - Recent leverage fund movements indicated that 28 stocks had net purchases of leveraged funds, with Aerospace Nanhu, Youfang Technology, and Rongchang Bio seeing the largest increases in financing balances of 82.304 million yuan, 55.5209 million yuan, and 47.9963 million yuan, respectively [3]

Group 1 - The core viewpoint of the news highlights the performance of the Sci-Tech Innovation Board AI Index and the related ETF, indicating a positive trend in the AI sector with significant stock movements and liquidity [2][3] - The Sci-Tech AI ETF closely tracks the Sci-Tech Innovation Board AI Index, which consists of 30 large-cap companies providing foundational resources, technology, and application support for AI [3] - Recent developments in AI platforms, such as Manus and Tencent's new model, indicate ongoing innovation and competition in the AI field, with a focus on enhancing capabilities and user experience [2] Group 2 - The Sci-Tech AI ETF has seen a notable increase in scale, with a growth of 35.36 million yuan over the past week, ranking second among comparable funds [3] - The ETF's recent performance shows a net inflow of 11 million yuan over the last five trading days, indicating strong investor interest [4] - The ETF's historical performance includes a maximum monthly return of 15.59% and a 60% probability of profit in up months, showcasing its potential for returns [4] Group 3 - The top ten weighted stocks in the Sci-Tech Innovation Board AI Index account for 70.68% of the index, with notable companies like Lanqi Technology and Cambricon leading the list [6][8] - The ETF has a management fee of 0.50% and a custody fee of 0.10%, which are among the lowest in comparable funds, indicating cost efficiency for investors [6] - The tracking error of the ETF over the past two months is 0.013%, reflecting high tracking precision compared to similar funds [6]

Group 1 - Major state-owned banks and some joint-stock banks have lowered the RMB deposit rates, with the current rate for demand deposits down by 5 basis points to 0.05% and various term deposit rates reduced by 15 to 25 basis points [1] - The National Financial Supervision Administration has approved Xinhua Insurance to participate in the third batch of long-term investment reform pilot programs, with plans to establish the Honghu Fund Phase III [2] - The National Development and Reform Commission announced a reduction in retail prices for gasoline and diesel, with a decrease of 230 yuan per ton for gasoline and 220 yuan per ton for diesel, translating to a savings of approximately 9 yuan for a full tank of 92-octane gasoline [2] Group 2 - Guizhou Moutai announced the approval of a profit distribution plan for 2024, proposing a cash dividend of 276.24 yuan per share [3] - Wanrun New Energy signed a supply agreement with CATL for 132.31 thousand tons of lithium iron phosphate products [3] - The stock of Weir Shares will change its name to Haowei Group [2]

中邮科技近日发布股东减持股份计划公告，披露大股东国华卫星应用产业基金（南京）合伙企业（有限 合伙）（简称"国华卫星"）及股东航天投资控股有限公司（简称"航天投资"）的减持计划。 股东持股情况 减持计划详情 首次公开发行前，国华卫星、航天投资曾作出多项承诺，包括长期持有意向、减持价格不低于最近一期 经审计每股净资产、遵守减持数量及方式规定等。本次拟减持事项与此前承诺一致。 国华卫星、航天投资计划自2025年6月11日至2025年9月10日期间，通过集中竞价交易和大宗交易方式减 持公司股份。合计减持股份数量不超过4,080,000股，占公司总股本的比例不超过3%。 减持计划实施存在一定不确定性，上述股东将根据市场情况、公司股价等因素决定是否实施，减持时 间、数量及价格存在变数。不过，本次减持计划不会对公司治理及持续性经营产生不利影响，也不会导 致上市公司控制权发生变更。同时，减持计划符合相关法律法规及规范性文件规定，公司将及时履行信 息披露义务，提醒投资者理性投资，注意风险。 其中，采取集中竞价交易方式减持时，任意连续90个自然日内，减持股份总数不超过公司总股本的 1%，即不超过1,360,000股；采取大宗交易 ...

证券代码：688648 证券简称：中邮科技 公告编号：2025-016 中邮科技股份有限公司股东减持股份计划公告 本公司董事会、全体董事及相关股东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： ?大股东持股的基本情况 截至本公告披露日，中邮科技股份有限公司（以下简称"公司"或"中邮科 技"）大股东国华卫星应用产业基金（南京）合伙企业（有限合伙） （以下简称"国 华卫星"）持有公司股份 10,543,406 股，占公司总股本 7.7525%；股东航天投资 控股有限公司（以下简称"航天投资"）持有公司股份 5,946,600 股，占公司总股 本 4.3725%。上述股份均为公司首次公开发行前取得的股份，已于 2024 年 11 月 人关系。 ?减持计划的主要内容 国华卫星、航天投资计划自 2025 年 6 月 11 日至 2025 年 9 月 10 日期间通过 集中竞价交易和大宗交易方式减持其所持有的公司股份，合计减持股份数量不超 过 4,080,000 股，占公司总股本的比例不超过 3%。其中，采取集中竞价交易方式 减持公司股份 ...

证券代码：688648 证券简称：中邮科技 公告编号：2025-016 中邮科技股份有限公司股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 大股东持股的基本情况 截至本公告披露日，中邮科技股份有限公司（以下简称"公司"或"中邮科 技"）大股东国华卫星应用产业基金（南京）合伙企业（有限合伙）（以下简称"国 华卫星"）持有公司股份 10,543,406 股，占公司总股本 7.7525%；股东航天投资 控股有限公司（以下简称"航天投资"）持有公司股份 5,946,600 股，占公司总股 本 4.3725%。上述股份均为公司首次公开发行前取得的股份，已于 2024 年 11 月 13 日上市流通。航天投资是国华卫星的实际控制人，与国华卫星构成一致行动 人关系。 减持计划的主要内容 | 股东名称 | 国华卫星 | | | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 √否 | 一、减持主体的基本情况 1 | | 直接持股 5%以上股东 ...

Investment Rating - The report gives an "Overweight" rating for the logistics automation and robotics industry, indicating that it is expected to outperform the overall market [3][10]. Core Insights - The logistics automation application space is extensive, covering various sectors such as factory logistics, commercial distribution, and consumer logistics. It can be categorized by application scenarios, functions, and industry chain segments [4]. - The core driving force behind the adoption of robotics and unmanned vehicles in logistics is to enhance operational efficiency and reduce labor costs. For instance, leading express delivery companies like SF Express have deployed numerous robots in their operations, indicating significant future potential [4]. - The report highlights that there is still a vast space for logistics automation and robotics, as many manual processes remain in logistics scenarios. Technological advancements in AI, sensors, and control systems are enabling the deployment of humanoid and wheeled robots, as well as drones [4]. Summary by Relevant Sections Application Areas - Logistics automation encompasses factory logistics, commercial distribution, and consumer logistics, with functionalities including automated warehousing, transportation, sorting, and control [4]. Market Dynamics - The logistics sector is experiencing a structural change with an increasing share of automated equipment, particularly robots and unmanned vehicles, despite the overall capital expenditure peak having passed [4]. Key Companies and Their Focus - Key companies in the logistics automation sector include: 1. Dematic Technology: Focuses on logistics automation components and systems solutions [4]. 2. Lanjian Intelligent: Concentrates on industrial robotics and warehouse automation [4]. 3. Zhongyou Technology: Develops intelligent sorting systems and relies on postal group resources for unmanned delivery [4]. 4. Jintian International: Provides comprehensive solutions for smart logistics and manufacturing systems [4]. 5. Zhongke Weizhi: Engages in intelligent logistics sorting systems with clients like Zhongtong and SF Express [4]. 6. Yinfeng Storage: Develops intelligent logistics robots and high-precision shelving equipment [4]. 7. Kunshan Intelligent: Covers intelligent logistics systems and equipment in the tobacco industry [4]. 8. Anhui Heli: A leading forklift company also venturing into logistics robotics [4]. 9. Hangcha Group: Offers a range of products including forklifts and automated guided vehicles [4]. Financial Metrics - The report includes a valuation table for key companies, showing metrics such as EPS and PE ratios for the years 2024 to 2027, indicating growth expectations for several companies in the sector [5].