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]

Group 1 - Shenzhen Zuanai Kesi Technology Co., Ltd. recently completed its "angel round" financing, raising several tens of millions of RMB [1] - The investment institutions involved in this financing include Linghui Investment and Haimingrun, along with relevant industry parties [1] - The company was established in 2025, is located in Shenzhen, and primarily engages in technology promotion and application services [1] Group 2 - The registered capital of Shenzhen Zuanai Kesi Technology Co., Ltd. is 1 million RMB [1] - The shareholders of the company include Chu Zhiqin, Shenzhen Zuanai Kesi Partnership (Limited Partnership), and Gao Bo [1]

金融界消息 截至2025年8月4日收盘，科思科技（688788）报收于72.73元，上涨20.0%，换手率6.49%， 成交量10.20万手，成交金额7.05亿元。 资金流向方面，今日主力资金净流入6797.13万元，占比成交额9.64%。其中，超大单净流入4460.39万 元、占成交额6.32%，大单净流入2336.74万元、占成交额3.31%，中单净流出流出3555.66万元、占成交 额5.04%，小单净流出3241.47万元、占成交额4.6%。 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 ...

8月4日科思科技（688788）收盘价72.73元，收盘涨停，全天换手率6.49%，振幅12.57%，成交额7.05亿 元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.21亿元， 其中，买入成交额为1.08亿 元，卖出成交额为1.13亿元，合计净卖出442.59万元。具体来看，今日上榜的前五大买入营业部中，沪 股通为第一大买入营业部，买入金额为3732.14万元，营业部合计买入7079.49万元。卖出营业部中，沪 股通为第一大卖出营业部，卖出金额为3355.30万元，营业部合计卖出7898.92万元。买卖金额相抵，沪 股通今日净买入该股376.85万元。 资金流向方面，该股今日全天主力资金净流入6813.52万元。（数据宝） 科思科技8月4日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 3732.14 | | 华泰证券股份有限公司总部 | 2363.08 | | 国泰海通证券股份有限公司南京太平南路证券营业部 | 2183.32 | | 国泰海通证券股份有限公司总部 | 13 ...

Market Overview - A-shares maintained a narrow fluctuation in the morning and surged in the afternoon, with small-cap stocks being more active; Hong Kong stocks rose strongly, with the Hang Seng Index up nearly 1% and the Hang Seng Tech Index up over 1.5% [1][2] A-share Performance - The Shanghai Composite Index rose 0.66% to 3583.31 points, the Shenzhen Component Index increased by 0.46% to 11041.56 points, and the ChiNext Index gained 0.5% to 2334.32 points; the STAR 50 Index rose 1.22% [2] - The total trading volume in the Shanghai and Shenzhen markets was 15,184 billion yuan, a decrease of over 1,000 billion yuan compared to the previous day [2] - Nearly 3,900 stocks in the market were in the green, with the military industry sector experiencing a surge, including stocks like Beifang Changlong and Changcheng Military Industry hitting the daily limit [2][5] Military Industry Sector - The military sector saw a significant rally, with multiple stocks hitting the daily limit; notable performers included Beifang Changlong, Aileda, and Hengyu Xintong [5][7] - The current "14th Five-Year Plan" is nearing its conclusion, and events like the August 1st Army Day and the September 3rd military parade are expected to catalyze the military sector [7] - The military sector is viewed as a suitable investment area due to its moderate crowding and potential benefits from national strategic deployments [7] Humanoid Robot Sector - The humanoid robot concept saw renewed activity, with stocks like Xingyun Co. and Riyong Electronics hitting the daily limit; other stocks such as Xiashan Precision and Wuzhou Xinchun also performed well [9][11] - Tesla's CEO Elon Musk announced that the design of the third version of the Optimus robot is ready for mass production, which is expected to drive interest in the sector [11] Semiconductor Sector - The semiconductor sector experienced a rally, with Dongxin Co. hitting the daily limit and stocks like Xindao Technology and Xinyuan Technology rising over 10% [13] - The demand for high-performance semiconductor hardware is expected to grow due to the rise of AI applications and the ongoing trend of domestic substitution in the semiconductor industry [15]

Core Viewpoint - The military industrial information technology sector has shown significant growth, with a 3.75% increase, ranking second among concept sectors, driven by strong performances from several stocks [1][2]. Group 1: Sector Performance - As of August 4, the military industrial information technology concept rose by 3.75%, with 98 stocks increasing in value [1]. - Notable gainers include Xingtu Xinke and Kesi Technology, both reaching a 20% limit up, while Tianjian Technology and Nengke Technology also hit the limit up [1][2]. - The top performers in terms of percentage increase include Jiayuan Technology (10.32%), Mengsheng Electronics (9.72%), and Zhimingda (8.96%) [1]. Group 2: Capital Inflow - The military industrial information technology sector attracted a net inflow of 2.309 billion yuan, with 54 stocks receiving net inflows [2][3]. - Leading the net inflow is Aerospace Electronics, with 491 million yuan, followed by Haige Communication and Sichuan Jiuzhou with 227 million yuan and 190 million yuan, respectively [2][3]. Group 3: Stock Specifics - Aerospace Electronics has a net inflow rate of 38.42%, while Tianjian Technology and Sichuan Jiuzhou follow with 24.51% and 14.08%, respectively [3]. - Other notable stocks include Jinxian Modern with a 19.96% increase and Beifang Changlong with a 20% increase [3][4].