New Stock Issuance - Hongyuan Co., Ltd. (stock code: 920018) issued shares at a price of 9.17 on August 11, 2025[1] - China Shipbuilding Industry Corporation (stock code: 600150) has a cash acquisition request period from August 13 to August 15, 2025[1] - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] Rights and Announcements - China Heavy Industry (stock code: 601989) has a cash option declaration period starting August 13, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - North Long Dragon (stock code: 301357) has an announcement link for further details[1] Market Volatility - Several stocks, including ST Xifa (stock code: 000752) and ST Aowei (stock code: 002231), are under observation for significant price fluctuations[1] - The report highlights abnormal fluctuations in stocks such as ST Songfa (stock code: 603268) and ST Yancheng (stock code: 603063)[2]

New Stock Listings - Tianfu Long (603406) issued at a price of 23.60[1] - Youli Intelligent (920007) issued at a price of 23.99[1] Rights Issues and Announcements - China Heavy Industry (601989) cash option declaration period from August 13, 2025[1] - China Shipbuilding (600150) acquisition request period from August 13 to August 15, 2025[1] - Shenkai Co., Ltd. (002633) offer declaration period from July 29 to August 27, 2025[1] - ST Kelly (300326) offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (600399) offer period from August 12 to September 10, 2025[1] Abnormal Fluctuations - Multiple stocks reported abnormal fluctuations, including *ST Yushun (002289) and Changcheng Military Industry (601606)[2][3] - Notable fluctuations also reported for companies like Li De Man (300289) and Dongjie Intelligent (300486)[3]

Core Viewpoint - The defense and military industry sector is experiencing sustained high interest, driven by geopolitical events and military parades, leading to significant stock price increases and historical highs for several companies [1] Group 1: Market Performance - The military sector has shown strong performance, with companies like Changcheng Military and Beifang Changlong hitting historical highs, and other firms like Kesi Technology and Aileda also seeing substantial gains [1] - Historical data indicates that military indices generally outperform the CSI 300 during military parade events, except for the poor performance in 2018 [1] Group 2: Structural Opportunities - The military sector is currently in a "triple benefit" phase, characterized by policy support from accelerated state-owned enterprise restructuring, steady growth in military spending providing order support, and an upcoming new development cycle as the "14th Five-Year Plan" concludes [1] - The improvement in military stock performance is not merely driven by short-term sentiment but is increasingly supported by fundamental factors and policy initiatives [1] Group 3: Earnings Expectations - Core military companies are expected to see significant earnings improvements, with Aerospace Science and Technology's profits soaring by 1628% to 2.315 billion and Gaode Infrared's net profit increasing by 734% to 957 million in the first half of the year [2] - Anticipated catalysts, particularly order announcements, are expected to continue delivering positive results into 2025 [2] Group 4: Global Military Trade - The global military trade market is projected to grow, with a 19.37% year-on-year increase in the global military trade index in 2022, indicating a rapid development phase for military trade [2] Group 5: Long-term Growth Potential - The defense budget is steadily increasing, with significant room for growth compared to some developed countries, and the military industry is expected to see substantial improvements as demand recovers and capacity structures optimize [3] - The long-term goals set for 2035 and 2050 provide clear guidance for industry development, with a focus on new domains such as large aircraft, low-altitude economy, commercial aerospace, drones, and robotic dogs [3]

Core Viewpoint - Shenzhen Kesi Technology Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase of 30% over three consecutive trading days, indicating abnormal trading activity [2][4]. Group 1: Stock Trading Abnormality - The company's stock price increased by a cumulative 30% over three trading days (August 1, August 4, and August 5, 2025), which is classified as abnormal trading according to the Shanghai Stock Exchange regulations [2][4]. - The company conducted a self-examination and confirmed that there are no undisclosed significant information apart from what has been publicly disclosed [5][6]. Group 2: Company Operations and Major Events - The company's daily operations are reported to be normal, with no significant issues affecting its internal production and business order [5]. - There are no major undisclosed events or plans, such as mergers, acquisitions, or restructuring, that could impact the company's stock price [6]. Group 3: Market Sentiment and Information Disclosure - The company did not identify any media reports or market rumors that could significantly affect its stock price, and all information is based on official announcements [7]. - During the period of stock price fluctuation, there were no stock trading activities by the company's directors, senior management, or major shareholders that would violate disclosure regulations [8]. Group 4: Financial Performance - For the fiscal year 2024, the company reported a revenue of 235 million yuan, a decrease of 0.39% year-on-year, and a net loss attributable to shareholders of 268 million yuan [10].

Group 1 - The company's stock experienced an abnormal trading fluctuation, with a cumulative closing price increase of 30% over three consecutive trading days (August 1, August 4, and August 5, 2025) [1][3] - The company confirmed that its daily operations are normal and there are no undisclosed significant matters that could affect the stock price, including mergers, restructuring, or asset transactions [1][2] - There were no media reports or market rumors identified that could have significantly impacted the company's stock price during the abnormal trading period [2][3] Group 2 - The board of directors confirmed that there are no undisclosed matters that should be reported according to the relevant regulations, and they have not been made aware of any information that could significantly affect the stock price [2][3] - The company emphasized the importance of timely and accurate disclosure of information that may impact stock prices to investors [2][3] - The company reported a net profit of -268 million yuan, highlighting the need for investors to be cautious regarding operational risks [3]

证券代码：688788 证券简称：科思科技 公告编号：2025-066 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： 一、股票交易异常波动的具体情况 公司股票交易连续三个交易日内（2025 年 8 月 1 日、2025 年 8 月 4 日和 2025 年 8 月 5 日）日收盘价格涨幅偏离值累计达到 30%，根据《上海证券交易所交易 规则》《实时监控细则》的有关规定，属于股票交易异常波动情形。 （一）经营情况 二、公司关注并核实的相关情况 根据上海证券交易所相关规定，公司对相关情况进行必要核实并向公司控 股股东、实际控制人书面函证核实，现说明如下： 深圳市科思科技股份有限公司 股票交易异常波动公告 深圳市科思科技股份有限公司（以下简称"公司"）股票交易连续三个交易日 内（2025 年 8 月 1 日、2025 年 8 月 4 日和 2025 年 8 月 5 日）日收盘价格涨 幅偏离值累计达到 30%，根据《上海证券交易所交易规则》《上海证券交易 所科创板股票异常交易实时监控细则》（以下简称《实时监控细则》 ...

本人已收到《深圳市科思科技股份有限公司股票交易异常波动问询函》，本 人作为深圳市科思科技股份有限公司（以下简称"公司"）的控股股东及实际控 制人，经认真自查，现就有关问题回函如下： 1、截至目前，本人没有正在筹划的关于公司的重大事项，包括但不限于并 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对公司股票交 易价格产生较大影响的重大事项，也不存在其他应披露而未披露的重大信息。 关于深圳市科思科技股份有限公司 2、在公司股票交易异常波动期间，本人及本人的一致行动人不存在买卖公 司股票的情况。 股票交易异常波动问询函的回函 深圳市科思科技股份有限公司： （本页无正文，为《关于深圳市科思科技股份有限公司股票交易异常波动问询函 的回函》的签字页） 控股股东、实际控制人：刘建德 2025 年 8 月 5 日 特此回复。 ...

科思科技公告，公司股票交易在2025年8月1日、2025年8月4日和2025年8月5日内连续三个交易日收盘价 格涨幅偏离值累计达到30%，属于股票交易异常波动。经公司自查并函询控股股东和实际控制人，除已 公开披露的信息外，不存在应披露而未披露的重大信息。公司日常经营正常，不存在处于筹划阶段的涉 及公司的重大事项。公司提醒投资者注意股价波动及二级市场交易风险，理性决策，审慎投资。2024年 度公司营业收入为2.35亿元，同比减少0.39%；归属于上市公司股东的净利润为-2.68亿元。 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 873690 | 捷众科技 | 1 | 18.62 | 20.45亿 | 74.98 | | 301357 | 北方长龙 | 1 | 12.31 | 123亿 | 287.82 | | 601606 | 长城车工 | 1 | 9.99 | 309亿 | 263.18 | | 000901 | 航天科技 | 4 + | 9.62 | 116亿 | 32.91 | | 836247 | 华密新材 | 1 | 8.72 | 36.16亿 | 44.40 | | 688788 | 科思科技 | 1 | 8.62 | 124亿 | 270.39 | | 300490 | 华自科技 | | 8.62 | 41.70亿 | 32.74 | | 002046 | 国机精工 | 1 | 8.44 | 123亿 | 66.42 | | 688626 | 翔宇医疗 | | 8.36 | 81.28亿 | 73.88 | | 002519 | 银河电子 | 张 | 8.28 | ...

Market Performance - On August 4, A-shares saw collective gains with the Shanghai Composite Index rising by 0.66% to 3583.31 points, the Shenzhen Component Index increasing by 0.46% to 11041.56 points, and the ChiNext Index up by 0.5% to 2334.32 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 151.82 billion yuan, a decrease of 10.17 billion yuan compared to the previous trading day, with over 3800 stocks rising [1] Military Industry - Military stocks experienced significant gains, with companies like Aileda, Kesi Technology, and Beifang Changlong hitting the daily limit of 20%, while Changcheng Military Industry and Guoji Precision Engineering also reached their daily limit and set historical highs [1] - According to Zhonghang Securities, the military sector has seen its first monthly three consecutive gains since August 2022, with July's monthly trading volume surpassing 1.4 trillion yuan, reaching a record high of 1.5272 trillion yuan [1] Robotics Sector - The humanoid robot sector showed strong performance towards the end of the trading day, with companies such as Songlin Technology and Zhejiang Rongtai reaching new highs, and Daying Electronics achieving two consecutive limits [1] - The 2025 World Robot Conference will be held from August 8 to 12 in Beijing, featuring over 200 domestic and international robot companies showcasing more than 1500 exhibits, with over 100 new products launched, nearly double the number from last year [2] Industry Outlook - Huaxi Securities indicates that humanoid robots, as core carriers of embodied intelligence, are on the brink of commercial explosion, driven by policy support, technological maturity, and surging demand [2] - The global market for humanoid robots is expected to exceed 150 billion dollars by 2035, with domestic supply chains accelerating their replacement due to cost and mass production advantages [2] Market Sentiment - Most institutions believe that short-term market adjustments do not alter the fundamental judgment of the current market trend, with core supporting logic for the market's rise remaining intact [2] - According to Industrial Securities, the three core supporting factors for the previous market rise—policy bottom-line thinking, emergence of new growth drivers, and inflow of incremental funds—have not changed, suggesting potential catalysts for market confidence in the future [2] Financial Performance - According to招商证券, the semi-annual reports are expected to confirm the improvement in overall free cash flow for listed companies, reinforcing the logic for re-evaluating A-shares [3] - The market is currently positioned above the breakeven resistance level, with accumulated profit effects leading to continued inflow of external incremental funds, suggesting a potential for A-shares to experience a rebound in August and reach new highs [3]