特发信息今日下跌2.73%，全天换手率19.24%，成交额18.38亿元，振幅16.42%。龙虎榜数据显示，机构 净买入845.17万元，营业部席位合计净卖出2.52亿元。 深交所公开信息显示，当日该股因日振幅值达16.42%上榜，机构专用席位净买入845.17万元。 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4.45亿元，其中，买入成交额为1.01亿 元，卖出成交额为3.45亿元，合计净卖出2.44亿元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买二，买入金额2015.60万元，卖出金 额1170.43万元，合计净买入845.17万元。 资金流向方面，今日该股主力资金净流出3.49亿元，其中，特大单净流出2.31亿元，大单资金净流出 1.18亿元。近5日主力资金净流入2743.98万元。（数据宝） 特发信息8月15日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 2188.20 | 14 ...

Core Viewpoint - Shenzhen state-owned enterprises are seen as potential shell acquisition targets due to policy-driven transformations, asset integration needs, and shell resource characteristics [2][3] High Probability Restructuring Targets - Shen Zhen Zhen Ye A (000006) is identified as a high-restructuring probability target [2] - Shen Fang Zhi A (000045) is also categorized under high-restructuring probability [2] Medium Probability Restructuring Targets - Te Fa Information (000070) has a market capitalization of 12.6 billion yuan with a 36.99% stake held by Shenzhen State-owned Assets Supervision and Administration Commission (SASAC) [2] - The real estate sector is under pressure, with a 2023 impairment of 960 million yuan, necessitating a shell transformation [2] - The company has a cash reserve of 5 billion yuan and a 50%-60% probability of asset injection from Shenzhen Guo Mian [2] - Sha He Co., Ltd. (000014) has a market capitalization of 2.8 billion yuan and is controlled by Shenzhen SASAC [2] - The company is characterized as a "small-cap + light asset" with no land reserves, enhancing its shell resource appeal [2] - Strong synergy with Shenzhen Mian Group increases the likelihood of shell acquisition [2] Other Notable Companies - Shen Sai Ge (000058) and Shen Ke Co., Ltd. (002633) are also mentioned as potential restructuring candidates [3][4] - Shen Hui Li plans to acquire 41.89% equity for 1.4 billion yuan, indicating a potential turnaround for the company [4] Investment Strategy Recommendations - Short-term focus on Shen Zhen Zhen Ye A and Sha He Co., Ltd. due to policy catalysts and light asset flexibility [5] - Long-term positioning in Shen Fang Zhi A and Te Fa Information for semiconductor material transformation and AI computing collaboration [5] - Key monitoring points include the progress of Shenzhen "20+8" industry fund and the capital injection path of Shenzhen Guo Mian [3][5]

二、对重要问题的关注、核实情况 针对公司股票交易异常波动，公司董事会进行了核查， 并就有关事项函询控股股东，对相关方进行了核实，现将相 关情况说明如下： 司股票交易价格产生较大影响的未公开重大信息； 证券代码：000070 证券简称：特发信息 公告编号：2025-35 深圳市特发信息股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 深圳市特发信息股份有限公司（证券代码：000070，证 券简称：特发信息，以下简称公司）股票于 2025 年 8 月 13 日、8 月 14 日连续两个交易日收盘价格涨幅偏离值累计超过 股票交易异常波动情形。 三、不存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交 易所股票上市规则》等有关规定应予以披露而未披露的事项 或与该事项有关的筹划、商谈、意向、协议等；董事会也未 获悉本公司有根据《深圳证券交易所股票上市规则》等有关 规定应予以披露而未披露的、对公司股票交易价格产生较大 影响的信息；公司前期披露的信息不存在需要更正、补充之 处。 四、上市公司认为必要的风 ...

（编辑 任世碧） 证券日报网讯 8月14日晚间，特发信息发布公告称，公司股票于2025年8月13日、8月14日连续两个交易 日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。经核实，公司未发现前期披露的信 息存在需要更正、补充之处；公司未发现近期公共媒体报道了可能或已经对本公司股票交易价格产生较 大影响的未公开重大信息；近期公司经营情况正常，内外部经营环境未发生重大变化。 ...

股票交易异常波动公告 证券代码：000070 证券简称：特发信息 公告编号：2025-35 深圳市特发信息股份有限公司 3.近期公司经营情况正常，内外部经营环境未发生重大 变化； 4.公司、控股股东和实际控制人不存在关于本公司的应 披露而未披露的重大事项，或处于筹划阶段的重大事项； 5.在本次股票异动期间，不存在公司控股股东、实际控 制人买卖本公司股票的行为。 本公司及董事会全体成员保证信息披露的内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 深圳市特发信息股份有限公司（证券代码：000070，证 券简称：特发信息，以下简称公司）股票于 2025 年 8 月 13 日、8 月 14 日连续两个交易日收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的有关规定，属于 股票交易异常波动情形。 二、对重要问题的关注、核实情况 针对公司股票交易异常波动，公司董事会进行了核查， 并就有关事项函询控股股东，对相关方进行了核实，现将相 关情况说明如下： 1.公司未发现前期披露的信息存在需要更正、补充之处； 2.公司未发现近期公共媒体报道了可能或已经对本公 司股票 ...

特发信息公告，公司股票于2025年8月13日、8月14日连续两个交易日收盘价格涨幅累计超过20%，属于 股票交易异常波动情形。经核查，公司近期经营情况正常，内外部环境未发生重大变化，不存在应披露 而未披露的重大事项。在本次股票异动期间，控股股东、实际控制人未买卖公司股票。公司计划于2025 年8月28日披露《2025年半年度报告》。 ...

Market Overview - On August 13, the communication equipment sector rose by 6.06% compared to the previous trading day, with Guangku Technology leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Top Gainers in Communication Equipment Sector - Guangku Technology (300620) closed at 79.30, up 20.01% with a trading volume of 281,600 shares and a transaction value of 2.204 billion [1] - Xinyi Technology (300502) closed at 236.56, up 15.45% with a trading volume of 601,100 shares and a transaction value of 13.529 billion [1] - Dingtong Technology (688668) closed at 115.36, up 13.10% with a trading volume of 111,200 shares [1] - Other notable gainers include Zhongji Xuchuang (300308) up 11.66%, Jiexun Feihong (300213) up 10.79%, and Tefa Information (000070) up 10.02% [1] Market Capital Flow - The communication equipment sector saw a net inflow of 2.48 billion from institutional investors, while retail investors experienced a net outflow of 6.38 billion [2] - The top stocks by net inflow from institutional investors include Tianfu Communication (300394) with a net inflow of 619 million, and ZTE Corporation (000063) with a net inflow of 313 million [3] Underperformers in Communication Equipment Sector - Dayhai Intelligent (002313) closed at 12.81, down 5.67% with a trading volume of 907,500 shares and a transaction value of 1.187 billion [2] - ST Gaohong (000851) closed at 1.90, down 5.00% with a trading volume of 13,900 shares [2] - Other underperformers include Cheng Tian Wei Ye (300689) down 4.73% and ST Lu Tong (300555) down 1.67% [2]

天眼查商业履历信息显示，深圳市特发信息股份有限公司，成立于1999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90034.476万人民币，实缴资本 62699.4746万人民币。公司法定代表人为李宝东。 金融界消息 截至2025年8月13日收盘，特发信息（000070）报收于9.99元，上涨10.02%，换手率 16.92%，成交量150.34万手，成交金额14.48亿元。 资金流向方面，今日主力资金净流入1.64亿元，占比成交额11.35%。其中，超大单净流入2.19亿元、占 成交额15.14%，大单净流出5488.87万元、占成交额3.79%，中单净流出流出7711.44万元、占成交额 5.33%，小单净流出8717.19万元、占成交额6.02%。 特发信息最新一期业绩显示，截至2025一季报，公司营业总收入7.90亿元、同比减少26.16%，归属净利 润1505.64万元，同比减少206.19%，扣非净利润1117.80万元，同比增长71.39%，流动比率1.406、速动 比率0.985、资产负债率69.42%。 通过天眼查大数据分析，深圳市特发信息股份有限公司 ...

Group 1: Guizhou Moutai - Guizhou Moutai achieved a net profit of 45.403 billion yuan in the first half of 2025, an increase of 8.89% year-on-year [1] - The company's operating income for the same period was 89.389 billion yuan, reflecting a growth of 9.1% year-on-year [1] - Basic earnings per share were reported at 36.18 yuan per share [1] Group 2: Weixing New Materials - Weixing New Materials reported a net profit of 271 million yuan in the first half of 2025, a decrease of 20.25% year-on-year [1] - The company's operating income was 2.078 billion yuan, down 11.33% year-on-year [1] - The company plans to distribute a cash dividend of 1 yuan per 10 shares [1] Group 3: Jianyuan Trust - Jianyuan Trust's net profit for the first half of 2025 was 40.2897 million yuan, an increase of 13.36% year-on-year [1] - The company achieved an operating income of 15 million yuan, a significant growth of 84.89% year-on-year [1] - Basic earnings per share were reported at 0.0041 yuan per share [1][2] Group 4: Weili - Weili won a bid for a leachate treatment project, expected to generate an annual revenue of approximately 61 million yuan [1] - The project has a total expected revenue of about 610 million yuan over a 10-year operational period [1] - The project includes a 0.5-year construction period followed by a 10-year operational period [1] Group 5: Tianjun Wind Power - Tianjun Wind Power provided a guarantee for a credit line of 150 million yuan for its wholly-owned subsidiary [1] - The guarantee covers the principal amount, interest, penalties, and other related costs [1] - The guarantee period is three years from the maturity of the main contract [1] Group 6: Jiangshan Oupai - Jiangshan Oupai's wholly-owned subsidiary completed the registration for a change in business type [1] - The subsidiary is now classified as a limited liability company [1] Group 7: Ningbo Port - Ningbo Port announced the resignation of independent director Yan Guoqing due to personal reasons [1] Group 8: Yangfan New Materials - Yangfan New Materials reported a net profit of 23.1372 million yuan in the first half of 2025, marking a turnaround from losses [1] - The company's total operating revenue was 473 million yuan, an increase of 47.93% year-on-year [1] Group 9: Zhongguancun - Zhongguancun's subsidiary received a drug registration certificate for a new injection [1] - The company also announced that another product passed the consistency evaluation for generic drugs [1] Group 10: Hengtong Oriental - Hengtong Oriental is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [1] Group 11: Quzhou Development - Quzhou Development plans to acquire 95.46% of Xian Dao Electronics and will resume trading on August 13, 2025 [1] Group 12: Jiangsu Sop - Jiangsu Sop reported a net profit of 102 million yuan in the first half of 2025, a decrease of 13.01% year-on-year [1] - The company's operating income was 3.158 billion yuan, down 1.08% year-on-year [1] Group 13: Fudan Fuhua - Fudan Fuhua's subsidiary plans to invest 48.87 million yuan in a capital increase for another company [1] Group 14: Shaanxi Huada - Shaanxi Huada is planning to acquire 100% of Huajing Microelectronics and has suspended trading [1]

证券日报网讯 8月12日晚间，特发信息发布公告称，公司、特发信息东莞分公司及全资子公司特发东智 拟与关联方特发服务续签物业管理服务合同，合同期限为两年，物业管理服务总费用约2，046.62万 元，特发服务需向公司支付停车场承包费用约156.20万元。公司拟与特发服务签订物业管理服务合同的 事项构成关联交易。公司于8月11日召开董事会审议通过了《关于与深圳市特发服务股份有限公司续签 物业管理服务合同的关联交易议案》，本议案无需提请公司股东大会审议批准。本次关联交易不构成重 大资产重组。 （文章来源：证券日报） ...