Group 1 - The artificial intelligence sector experienced significant stock price increases, with companies like Kesi Technology and Dongjie Intelligent reaching a 20% limit up, while others like Shanhai Intelligent and Nengke Technology also hit the limit up [1][2] - Notable stock performances included Wanlima at +14.72%, Jinxian Modern at +14.66%, and Yangguang Nuohe at +13.95%, indicating strong investor interest in AI-related companies [2] Group 2 - The State Council meeting on July 31 approved the "Deepening the Implementation of 'Artificial Intelligence+' Action Opinions," emphasizing the need for large-scale commercialization of AI applications across various sectors [3] - The policy aims to create a virtuous cycle of innovation and application, with government and state-owned enterprises leading by example and supporting technology implementation through open scenarios [3] - The report from Zhonghang Securities highlights that the AI industry is entering a value release window, with 2025 expected to mark the year of AI application landing, driven by advancements in general large model technology [3] - Investment focus is recommended on two main lines: (1) developers of large models and AI agent capabilities, and (2) applications of AI in real-world scenarios [3]

Core Viewpoint - The A-share market saw a significant rally in military stocks, with several companies experiencing substantial price increases, driven by news regarding Pakistan's military modernization efforts and the acquisition of Chinese-made helicopters [1][2]. Group 1: Stock Performance - Aileda (300696) reached a 20% limit up, with a total market value of 8.83 billion and a year-to-date increase of 93.95% [2]. - Kesi Technology (688788) surged by 17.18%, with a market cap of 11.2 billion and a year-to-date increase of 232.98% [2]. - Wanlima (300591) rose by 12.58%, with a market value of 5.12 billion and a year-to-date increase of 207.06% [2]. - Kaige Precision (301338) increased by 11.17%, with a market cap of 6.15 billion and a year-to-date increase of 86.28% [2]. - Beifang Changlong (301357) saw a 10.30% rise, with a market value of 10 billion and a year-to-date increase of 217.39% [2]. - Other notable performers included Changcheng Electric (600192) and Changcheng Military Industry (601606), both hitting the 10% limit up [1]. Group 2: Military Modernization News - On August 2, Pakistan's military announced the integration of Chinese-made Z-10ME attack helicopters into its army aviation units, aimed at enhancing defense modernization [1]. - The Z-10ME helicopters are equipped with advanced radar systems and cutting-edge electronic warfare suites, significantly improving Pakistan's capability to address various aerial and ground threats [1].

| 代码 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | | 300696 | 爰乐达 | 20.00 | 88.30亿 | 93.95 | | 688788 | 科思科技 | 17.18 | 112亿 | 232.98 | | 300591 | 万里马 | 12.58 | 51.20亿 | 207.06 | | 301338 | 凯格精机 | 11.17 | 61.52亿 | 86.28 | | 301357 | 北方长龙 | 10.30 | 100亿 | 217.39 | | 600192 | 长城电工 | 10.03 | 47.97亿 | 88.21 | | 601606 | 长城军工 | 10.00 | 281亿 | 230.19 | | 600879 | 航天电子 | 9.99 | 356亿 | 21.10 | | 002484 | 江海股份 | 9.71 | 222亿 | 50.59 | | 002097 | 山河智能 | 9.58 | 167亿 | 107.86 | | 300830 | 金现代 | 9.19 | 53.16 ...

Group 1 - The company has approved a share repurchase plan using its own funds, with a total amount between RMB 30 million and RMB 50 million, and a maximum repurchase price of RMB 80.00 per share [2] - The number of shares to be repurchased is estimated to be between 375,000 and 625,000 shares, with at least 50% intended for equity incentives or employee stock ownership plans [2] - After the annual equity distribution in 2024, the maximum repurchase price was adjusted to RMB 53.86 per share, leading to an estimated repurchase range of 556,999 to 928,332 shares [3] Group 2 - As of July 31, 2025, the company has repurchased a total of 692,552 shares, representing 0.4409% of the total share capital, with a total expenditure of approximately RMB 29.98 million [3] - The highest repurchase price recorded was RMB 45.36 per share, while the lowest was RMB 39.86 per share [3] - The company will continue to comply with relevant regulations and disclose repurchase progress in a timely manner [4]

Group 1 - The core point of the article is that Kexin Technology announced a share buyback plan, indicating a commitment to returning value to shareholders [1] - As of July 31, 2025, the company has repurchased a total of 692,552 shares through the Shanghai Stock Exchange, which represents 0.4409% of the total share capital of 157,074,408 shares [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301213 | 观想科技 | 67.99 | 12.75% | 10.49万 | | 7.01亿 | | 688788 | 科思科技 | 60.61 | 8.37% | 8.81万 | | 5.15亿 | | 688011 | 新光光电 | 43.21 | 7.01% | 9.76万 | | 4.18亿 | | 301302 | 华如科技 | 26.10 | 4.48% | 1 11.47万 | | 2.96亿 | | 688132 | 邦彦技术 | 20.46 | 4.39% | 5.36万 | | 1.08亿 | | 688776 | 国光电气 | 89.72 | 4.33% | 4.68万 | | 4.15 Z | | 301592 | 六九一二 | 168.00 | 4.11% | 3.76万 | | 6.26亿 | | 688081 | 六图新科 | 22.05 | 3.13% | 3.59万 | | 7881.50万 ...

证券代码：688788 证券简称：科思科技 公告编号：2025-065 深圳市科思科技股份有限公司 关于股份回购进展公告 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、准确性和完整性承担法律责任。 公司 2024 年年度权益分派实施后，本次回购股份价格上限调整为不超过人民 币 53.86 元/股（含），调整后的回购价格上限于 2025 年 6 月 24 日生效，按照本 次调整后的回购价格上限测算，公司本次回购的股份数量约为 556,999 股至 928,332 股。具体内容详见公司于 2025 年 6 月 24 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于 2024 年年度权益分派实施后调整股份回购价格 上限和回购数量的公告》（公告编号：2025-048）。 二、回购股份的进展情况 根据《上市公司股份回购规则》、《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，在股份回购期间内，公司应当在每个月的前 3 个 交易日内公告截至上月末的回购进展情况。现将公司股份回购进展情况公告如下： 截至 2025 年 7 月 ...

格隆汇8月1日丨科思科技(688788.SH)公布，截至2025年7月31日，公司通过上海证券交易所系统以集中 竞价交易方式累计回购公司股份692,552股（本次回购），占公司总股本的比例为0.4409%，回购成交的 最高价为45.36元/股，最低价为39.86元/股，支付的资金总额为人民币29,983,572.89元（不含印花税、交 易佣金等费用）。 ...

Core Viewpoint - The military stocks experienced a significant surge, with multiple companies reaching their daily trading limits and notable percentage increases in their stock prices [1] Group 1: Stock Performance - Ruikeda reached a 20% limit up [1] - Guankuang Technology increased by over 13% [1] - Huapengfei rose by over 10% [1] - Zhanpeng Technology and Kain Co. both hit a 10% limit up [1] - Fengxing Co. approached the limit up [1] - Xiling Power, Zhenyou Technology, and Xinguang Optoelectronics all increased by over 8% [1] - Jihua Group rose by over 7% [1] - Guoyi Bidding, Tongyu Heavy Industry, and Shanhe Intelligent increased by over 6% [1] - Great Wall Military Industry, Lingyun Co., Pinggao Co., and Kesi Technology all rose by over 5% [1]

来源：金融界 科思科技最新一期业绩显示，截至2025一季报，公司营业总收入2076.00万元、同比增长45.24%，归属 净利润5835.25万元，同比减少9.00%，扣非净利润6081.27万元，同比增长13.35%，流动比率15.599、速 动比率13.364、资产负债率7.45%。 天眼查商业履历信息显示，深圳市科思科技股份有限公司，成立于2004年，位于深圳市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本15707.4408万人民币，实缴资本 5471.3805万人民币。公司法定代表人为刘宗林。 通过天眼查大数据分析，深圳市科思科技股份有限公司共对外投资了6家企业，参与招投标项目23次， 知识产权方面有商标信息6条，专利信息139条，此外企业还拥有行政许可22个。 金融界消息 截至2025年7月30日收盘，科思科技（688788）报收于57.34元，上涨2.58%，换手率 6.01%，成交量9.44万手，成交金额5.54亿元。 资金流向方面，今日主力资金净流出4713.02万元，占比成交额8.5%。其中，超大单净流出2586.07万 元、占成交额4.67%，大单净流出2126 ...