New Stock Offerings - The tender offer for Shangwei New Materials (688585) is open from September 29, 2025, to October 28, 2025[1] - Zitian Tui (300280) is in the delisting adjustment period with only 2 trading days remaining until the last trading day[1] Market Alerts - Kesi Technology (688788) and Pinming Technology (688109) have recent announcements but no specific details provided[1] - Magu Technology (688448) is experiencing severe abnormal fluctuations[1] Trading Updates - Multiple companies including Dongjing (002199) and Guosheng Jinkong (002670) have announcements dated October 9, 2025, indicating ongoing trading activities[1] - Companies like Hunan Yuneng (301358) and Wanrun New Energy (688275) have announcements from October 1, 2025, indicating recent trading updates[1] Financial Disclosures - Several companies have disclosed their financial information, with specific announcements linked to their respective stock codes[1] - The report includes links to detailed announcements for various companies, providing transparency in their financial activities[1]

| 交易日期 | 证券調称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 类出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-10-09 | 科思科技 | 688788 | 49.47 | 742.05 | 15 | | 2017 2017 11:25 11 | 图 | | 2025-10-09 | 科思科技 | 688788 | 49.47 | 742.05 | 15 | 兴业证券股份有限 | SHERE SERSED | KO | | 2025-10-09 | 科思科技 | 688788 | 49.47 | 301.77 | 6.1 | 华泰证券股份有限 公司北京分公司 | 容量度的模式及基礎 | 185 | | 2025-10-09 | 科里科技 | 688788 | 49.47 | 247.35 | દે | 類 | 去自量有量发生型 | Ka | 10月9日，科思科技大宗交易成交41.1万股，成交额2033.22万元，占当日总成交额的7.69%，成交 ...

Core Insights - The military electronics sector experienced a significant increase of 2.86% on September 30, with Gao Ling Information leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Gao Ling Information (688175) closed at 25.57, up 13.90% with a trading volume of 68,400 shares and a transaction value of 167 million [1] - Tu Rui Technology (600562) closed at 34.42, up 10.00% with a trading volume of 366,300 shares and a transaction value of 1.207 billion [1] - Hangda Nanhai (688552) closed at 43.10, up 9.95% with a trading volume of 123,200 shares [1] - Other notable performers include Xi Ce Testing (301306) up 5.72%, and Hongyuan Electronics (603267) up 4.75% [1] Capital Flow - The military electronics sector saw a net inflow of 659 million from institutional investors, while retail investors experienced a net outflow of 280 million [2][3] - Major stocks like Tu Rui Technology and Gao Ling Information had significant net inflows from institutional investors, indicating strong interest [3]

New Stock Issuance - New stock issuance for Daoshengtianhe (Code: 780026) priced at 5.98 RMB on September 29, 2025[1] - Offer period for the acquisition of Shangwei New Materials (Code: 688585) is from September 29, 2025, to October 28, 2025[1] Delisting and Trading Alerts - Zitian Tui (Code: 300280) is in the delisting preparation period with 4 trading days remaining until the last trading day[1] - Significant abnormal fluctuations reported for Kaipu Cloud (Code: 688228) on September 25, 2025[1] Recent Announcements - Multiple companies including Zhonghuan Hailu (Code: 301040) and Shenhuafa A (Code: 000020) have recent announcements regarding their stock activities[1] - A total of 30 companies have made announcements regarding stock fluctuations and trading activities in the past week[1]

Core Viewpoint - Shenzhen Kesi Technology Co., Ltd. has experienced a significant stock price decline, with a cumulative drop of 70% over 30 trading days, indicating severe abnormal trading fluctuations [2][4]. Group 1: Stock Trading Abnormalities - The company's stock price has deviated significantly, with a cumulative closing price drop of 70% from August 20, 2025, to September 25, 2025 [2][4]. - As of September 25, 2025, the company's closing price was 54.85 yuan per share, while the rolling P/E ratio for its industry was 55.10 [2][11]. Group 2: Company Operations and Financials - The company has confirmed that its daily operations are normal, with no significant changes in market conditions or production costs [5][6]. - For the first half of 2025, the company reported revenue of 154.46 million yuan, a year-on-year increase of 40.54%, but a net loss of 108.72 million yuan, although this represented a 22.23% improvement compared to the previous year [11]. Group 3: Shareholder and Management Status - The company's actual controller, Liu Jiande, is currently under investigation and has been placed under detention, but this has not affected the company's control or operations [5][6][8]. - There have been no significant media reports or rumors impacting the stock price that require clarification from the company [7].

Group 1 - The core transaction of Kesi Technology on September 25 involved a volume of 150,000 shares and a transaction amount of 7.6365 million yuan, with a transaction price of 50.91 yuan, reflecting a discount of 7.18% compared to the closing price of the day [2][3] - The closing price of Kesi Technology on the same day was 54.85 yuan, showing a decline of 1.97%, with a turnover rate of 1.69% and a total transaction amount of 147 million yuan, indicating a net outflow of main funds amounting to 12.7998 million yuan [2][3] - Over the past five days, Kesi Technology's stock has cumulatively decreased by 3.74%, with a total net outflow of funds reaching 21.9008 million yuan [2][3] Group 2 - The latest margin financing balance for Kesi Technology is 316 million yuan, which has increased by 5.417 million yuan over the past five days, representing a growth rate of 1.74% [3] - Kesi Technology was established on February 27, 2004, with a registered capital of 1.56874408 billion yuan [3]

Group 1 - The company has confirmed that it has not been disqualified as a supplier by any partner or official organization as of September 25 [2] - All relevant qualifications of the company are currently valid, and business cooperation is proceeding normally [2] - The company's various business operations and bidding activities are being conducted in an orderly manner [2]

Core Insights - On September 25, a total of 33 stocks were involved with institutional investors, with 14 showing net buying and 19 showing net selling [1] Group 1: Institutional Buying - The top three stocks with the highest net buying by institutions were Kesi Technology (科思科技) with a net purchase of 141 million yuan, Inspur Information (浪潮信息) with 130 million yuan, and Lixing Co. (力星股份) with 113 million yuan [1][2] - Kesi Technology experienced a price decline of 1.97%, while Inspur Information and Lixing Co. saw price increases of 9.99% and 7.05%, respectively [2] Group 2: Institutional Selling - The top three stocks with the highest net selling by institutions were Huagong Technology (华工科技) with a net outflow of 155 million yuan, Zhongheng Electric (中恒电气) with 144 million yuan, and United Power (联合动力) with 80 million yuan [1][4] - Huagong Technology had a price increase of 10.00%, while Zhongheng Electric and United Power saw price increases of 7.42% and 147.60%, respectively [4]

证券代码：688788 证券简称：科思科技 公告编号：2025-083 深圳市科思科技股份有限公司 股票交易严重异常波动公告 本公司董事会及除刘建德先生外董事会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： 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 30 个交易日内（2025 年 8 月 20 日至 2025 年 9 月 25 日）内日收盘价格跌幅偏离值 累计达到 70%，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》）的有关规定，属于股票 交易严重异常波动情形。 经公司自查，截至本公告披露日，除在指定媒体上已公开披露的信息外， 公司不存在应披露而未披露的重大信息。 截至 2025 年 9 月 25 日，公司收盘价为 54.85 元/股。根据中证指数有限 公司官网发布的数据显示，截至 2025 年 9 月 25 日，公司所属的行业分类"C39 计算机、通信和其他电子设备制造业"滚动市盈率为 55.10。由于 2024 年度经审 计净利润为负， ...

格隆汇9月25日｜深圳市科思科技股份有限公司股票交易连续30个交易日内内日收盘价格跌幅偏离值累 计达到70%，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》 的有关规定，属于股票交易严重异常波动情形。科思科技股票交易严重异常波动公告，经公司自查，截 至本公告披露日，除在指定媒体上已公开披露的信息外，公司不存在应披露而未披露的重大信息。 ...