New Stock Issuance - He Yuan Bio (787765) issued shares at a price of 29.06 on October 14, 2025[1] - The offer period for the acquisition of Shangwei New Materials (688585) is from September 29, 2025, to October 28, 2025[1] Market Alerts - Significant abnormal fluctuations reported for Nanjing New Pharmaceutical (688189) on October 10, 2025[1] - Multiple companies including Hefei Urban Construction (002208) and ST Jianyi (002789) have recent announcements regarding their stock performance[1] Trading Notifications - A total of 30 companies have trading notifications on October 14, 2025, indicating various market activities[1] - Companies such as ST Er Ya (600107) and Guangdong Mingzhu (600382) are among those with recent trading alerts[1]

Core Insights - The military electronics sector experienced a rise of 0.78% on October 13, with Aopu Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Aopu Optoelectronics (002338) closed at 63.95, up 9.99% with a trading volume of 114,300 shares [1] - Guoguang Electric (688776) closed at 106.95, up 6.88% with a trading volume of 98,200 shares [1] - Jingpin Special Equipment (688084) closed at 94.70, up 6.66% with a trading volume of 27,700 shares [1] - New Light Optoelectronics (688011) closed at 40.42, up 5.81% with a trading volume of 51,200 shares [1] - Kesi Technology (688788) closed at 64.45, up 5.74% with a trading volume of 69,300 shares [1] Capital Flow - The military electronics sector saw a net outflow of 331 million yuan from institutional investors, while retail investors contributed a net inflow of 200 million yuan [2][3] - Aopu Optoelectronics had a net inflow of 1.02 billion yuan from institutional investors, but a net outflow of 60.97 million yuan from speculative funds [3] - Guoguang Electric experienced a net inflow of 46.65 million yuan from institutional investors, with a net outflow of 102 million yuan from retail investors [3]

New Stock Issuance - Marco Polo (Stock Code: 001386) issued at a price of 13.75 on October 13, 2025[1] - New material company (Stock Code: 688585) has a tender offer period from September 29 to October 28, 2025[1] - Zitian (Stock Code: 300280) entered the delisting arrangement period with the last trading day on October 13, 2025[1] Market Alerts - Significant abnormal fluctuations reported for Pinming Technology (Stock Code: 688109) on October 10, 2025[1] - Multiple companies including Kesheng Technology (Stock Code: 688788) and Borui Pharmaceutical (Stock Code: 688166) have recent announcements regarding their stock activities[1] - A total of 30 companies have been flagged for abnormal trading activities, indicating potential market volatility[2]

触及 1%及 5%整数倍刻度的提示性公告 持股 5%以上股东、核心技术人员梁宏建保证向本公司提供的信息真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及除刘建德先生外全体董事保证公告内容与信息披露义 务人提供的信息一致。 证券代码：688788 证券简称：科思科技 公告编号：2025-084 深圳市科思科技股份有限公司关于 持股 5%以上股东、核心技术人员权益变动 信息披露义务人名称 投资者身份 统一社会信用代码 梁宏建 □ 控股股东/实控人 □ 控股股东/实控人的一致 行动人 □ _____________ ☑ 不适用 重要内容提示： 权益变动方向 比例增加□ 比例减少☑ 权益变动前合计比例 21.23% 权益变动后合计比例 20.00% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否☑ 是否触发强制要约收购义务 是□ 否☑ ☑ 其他直接持股股东 注：上述减持主体无一致行动人。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | ☑其他 5%以上大股东及其一致行动人 | | 投资者及其一 ...

深圳市科思科技股份有限公司 简式权益变动报告书 上市公司名称：深圳市科思科技股份有限公司 股票上市地点：上海证券交易所 股票简称：科思科技 股票代码：688788 信息披露义务人：梁宏建 通讯地址：深圳市福田区*** 股份变动性质：股份减少 简式权益变动报告书签署日期：2025 年 10 月 10 日 信息披露义务人声明 一、 信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理 办法》《公开发行证券公司信息披露内容与格式准则第 15 号—权益变动报告书》 及相关的法律、法规编写本报告书。 二、 信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、 依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券公司信息披露内容与格式准则第 15 号—权益变动报告书》的规定，本报告 书已全面披露了信息披露义务人在深圳市科思科技股份有限公司中拥有权益的 股份变动情况；截至本报告书签署之日，除本报告书披露的持股信息外，信息披 露义务人没有通过任何其他方式增加或减少其在深圳市科思科技股份有限公司 中拥有权益的股份。 四、 本次权 ...

科思科技公告，信息披露义务人梁宏建因个人资金需求，于2025年9月25日至2025年10月10日期间通过 集中竞价和大宗交易方式减持公司股份196.56万股，占公司目前总股本比例1.25%。本次权益变动后， 梁宏建持有公司股份3137.49万股，占公司总股本比例20.00%。截至报告书签署日，梁宏建尚未有明确 计划、协议或安排在未来12个月内增加或减少其在上市公司中拥有的权益。 ...

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 125.784 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 17.33 billion yuan [1] - A total of 193 stocks saw net inflows, while 394 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 93 stocks rose while 490 stocks fell [1] - The top three stocks with the highest net inflow were Junpu Intelligent (1.55 billion yuan), Kesi Technology (1.43 billion yuan), and Jinpan Technology (965.058 million yuan) [1] - The stock with the largest net outflow was SMIC, which fell by 7.89% with a net outflow of 2.472 billion yuan [1] Fund Flow Trends - There are 60 stocks that have seen continuous net inflows for more than three trading days, with Cambrian leading at 32 consecutive days of inflow [2] - Conversely, 135 stocks have experienced continuous net outflows, with Lingdian Electric Control leading at 16 consecutive days of outflow [2] Top Net Inflow Stocks - The top stocks by net inflow include: - Junpu Intelligent: 155.4615 million yuan, 18.06% inflow rate, 4.15% increase [2] - Kesi Technology: 143.3646 million yuan, 29.22% inflow rate, 8.34% increase [2] - Jinpan Technology: 96.5058 million yuan, 4.78% inflow rate, 6.99% increase [2] Top Net Outflow Stocks - The stocks with the largest net outflows include: - SMIC: -2.472 billion yuan, 7.89% decrease [1] - Haiguang Information: -762 million yuan [1] - Lankai Technology: -650 million yuan [1]

Group 1 - On October 10, Koss Technology executed a block trade of 1.4 million shares, with a transaction value of 71.68 million yuan, accounting for 12.75% of the total trading volume for the day [1] - The transaction price was 51.2 yuan, representing a 16% discount compared to the market closing price of 60.95 yuan [1]

Market Overview - The military electronics sector experienced a decline of 1.51% on October 10, with Jingjiawei leading the drop [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Key gainers in the military electronics sector included: - Kesi Technology (688788) with a closing price of 60.95, up 8.34% [1] - ST Dali (002214) with a closing price of 12.57, up 5.01% [1] - ST Tianwei (688511) with a closing price of 23.87, up 4.24% [1] - Notable decliners included: - Jingjiawei (300474) with a closing price of 77.84, down 6.16% [2] - Guobo Electronics (688375) with a closing price of 75.76, down 5.09% [2] - Huafeng Technology (688629) with a closing price of 90.80, down 4.78% [2] Capital Flow - The military electronics sector saw a net outflow of 604 million yuan from institutional investors, while retail investors contributed a net inflow of 215 million yuan [2][3] - The top stocks by net inflow from institutional investors included: - Kesi Technology with a net inflow of 169 million yuan [3] - Zhonghang Chengfei (302132) with a net inflow of 10.6 million yuan [3] - Aopu Optoelectronics (002338) with a net inflow of 72.51 million yuan [3]

军工板块盘中逆势走强，捷强装备、北方长龙涨超10%，理工导航、科思科技、长城军工、中航成飞等 跟涨。 ...