Market Overview - On June 27, the A-share market exhibited structural differentiation, with the Shanghai Composite Index down by 0.70%, while the Shenzhen Component Index and the ChiNext Index rose by 0.34% and 0.47% respectively [2] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 1.58 trillion yuan, with over 3,400 stocks rising and 54 stocks hitting the daily limit [2] Sector Performance - The electronic, non-ferrous metals, and textile sectors attracted significant capital, with Tesla supply chain and military protection stocks showing particularly active performance [2] - In the electronic sector, nine stocks hit the daily limit, with notable inflows into Huaten Technology and Shenzhen Huqiang, which saw net inflows of 5.82 billion yuan and 6.40 billion yuan respectively [2] Non-Ferrous Metals - North Copper achieved a four-day limit increase, closing at 10.31 yuan with a net inflow of 2.57 billion yuan [3] - The sector saw a collective rise in small metal varieties such as zinc, tin, and molybdenum, driven by interest in Tesla's new electric vehicle concepts [3] Military and Defense - The defense sector saw significant activity, with Inner Mongolia First Machinery Group receiving a large net buy of 4.8 billion yuan, while Jihua Group also hit the daily limit [4] - The military protection theme ranked among the top gainers, supported by recent advancements in new equipment development by military enterprises [4] Communication Equipment - The communication equipment sector experienced a net inflow of 12.80 billion yuan, with Hengbao Co. hitting the daily limit at 19.15 yuan and a turnover rate of 54.38% [5] - The sector's activity is linked to the accelerated rollout of 5G-A networks by operators, indicating a potential for valuation recovery in related industries [5] Capital Flow Insights - The main sectors attracting capital included electronic components, communication equipment, and small metals, with net inflows of 19.26 billion yuan, 12.80 billion yuan, and 5.47 billion yuan respectively [5] - As the semi-annual report disclosure period approaches, sectors with strong earnings certainty, such as technology and high-end manufacturing, are likely to continue attracting investment [5]

Core Viewpoint - The stock has experienced a significant surge, achieving three consecutive daily limit-ups, with a total increase of 33.14% during this period [2] Group 1: Stock Performance - As of 11:28, the stock price reached 29.49 yuan, with a turnover rate of 41.58% and a trading volume of 64.07 million shares, amounting to a transaction value of 1.79 billion yuan [2] - The stock's total market capitalization in the A-share market is 8.75 billion yuan, with a circulating market capitalization of 4.54 billion yuan [2] - The stock was listed on the龙虎榜 due to a cumulative price deviation of 20% over three trading days and a daily price deviation of 7% [2] Group 2: Institutional Activity - Institutional investors net sold 5.85 million yuan, while the deep stock connect recorded a cumulative net sell of 8.95 million yuan [2] - Total net buying from brokerage seats amounted to 28.98 million yuan [2] Group 3: Financial Performance - The company reported a total operating revenue of 1.77 billion yuan for Q1, representing a year-on-year growth of 13.14% [2] - The net profit for the same period was 18 million yuan, showing a substantial year-on-year increase of 273.64% [2]

金十数据6月26日讯，好上好公告称，公司股票于2025年6月24日至26日连续三个交易日收盘价格涨幅偏 离值累计超过20%，属于股票异常波动情况。经核实，公司前期披露的信息无需要更正补充，近期经营 情况及内外部经营环境未发生重大变化，公司、控股股东和实际控制人不存在应披露而未披露的重大事 项或筹划阶段的重大事项。 好上好：不存在应披露而未披露的重大事项 ...

证券代码：001298 证券简称：好上好 公告编号：2025-041 深圳市好上好信息科技股份有限公司 股票交易异常波动公告 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，不存在 任何虚假记载、误导性陈述或者重大遗漏。 一、股票交易异常波动情况 深圳市好上好信息科技股份有限公司（以下简称"公司"）股票（证券简称： 好上好，证券代码：001298）于 2025 年 6 月 24 日、2025 年 6 月 25 日、2025 年 6 月 26 日连续三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》，属于股票异常波动情况。 经公司自查并向控股股东及实际控制人核实，不存在应披露而未披露的重大 信息。 二、公司关注并核实情况的说明 针对公司股票异常波动，公司对有关事项进行了核查，有关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生 较大影响的未公开重大信息； （三）近期公司经营情况及内外部经营环境未发生重大变化； （四）经核查，公司、控股股东和实际控制人不存在关于公司的应披露而未 披露的重大事 ...

好上好今日涨停，全天换手率34.97%，成交额13.94亿元，振幅8.90%。龙虎榜数据显示，机构净卖出 2463.09万元，深股通净卖出1976.83万元，营业部席位合计净买入1951.01万元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.34%上榜，机构专用席位净卖出2463.09万元，深 股通净卖出1976.83万元。 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3.00亿元，其中，买入成交额为1.38亿 元，卖出成交额为1.62亿元，合计净卖出2488.91万元。 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，即卖三，买入金额1048.72万元，卖出金 额3511.80万元，合计净卖出2463.09万元，深股通为第二大卖出营业部，买入金额为1685.17万元，卖出 金额为3662.00万元，合计净卖出1976.83万元。 资金流向方面，今日该股主力资金净流出1586.17万元，其中，特大单净流入7240.00万元，大单资金净 流出8826.16万元。近5日主力资金净流入2.39亿元。（数据宝） 好上好6月26日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 ...

暗盘资金正涌入这些股票，点击速看>>> 存储芯片板块震荡上扬，好上好（001298）2连板，诚邦股份（603316）涨停，德福科技（301511）、 科翔股份（300903）涨超10%，灿芯股份（688691）、中京电子（002579）跟涨。 ...

Group 1 - Chip stocks experienced a significant upward trend, with companies such as Haoshanghao and Bocheng Co. achieving two consecutive trading limits [1] - Notable gainers in the sector included Sanfu New Science, Guangxin Materials, Haiguang Information, Changchuan Technology, and Cambricon, all showing substantial price increases [1] - According to DRAMeXchange data, the spot price of DDR4 16Gb (1Gx16) 3200 increased by 1.63%, with an average price of $12.3, which has doubled over the first quarter [1]

Core Viewpoint - The AI glasses concept has seen a significant surge, with companies like Zhili Fang experiencing over a 10% increase in stock price following the announcement of Xiaomi's AI glasses launch [1] Group 1: Market Reaction - Zhili Fang's stock rose by more than 10% during the trading session [1] - Other companies in the sector, including Hao Shang Hao, Pinming Technology, and others, also saw their stock prices increase [1] Group 2: Product Launch - Xiaomi officially announced that it will unveil its "next-generation personal smart device," which is the Xiaomi AI glasses, on the evening of June 26 [1] - Rokid Glasses, the world's first mass-produced consumer-grade AI+AR glasses, officially began mass production on June 24, with 250,000 global pre-orders already secured [1] - The Rokid product has achieved a breakthrough in domestic production across the entire supply chain [1]

| 股东名称 | 减持方式 | 减持期间 | 减持均价 | 减持数量 | 占公司总股 | | --- | --- | --- | --- | --- | --- | | | | | （元/股） | （股） | 本比例 | 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 深圳市好上好信息科技股份有限公司（以下简称"公司"）于 2025 年 2 月 20 日在巨潮资讯网披露了《关于公司股东股份减持计划的预披露公告》（公告编 号：2025-003），公司股东深圳市聚焦投资管理中心（有限合伙）（以下简称"聚 焦投资"）、深圳市前哨投资管理中心（有限合伙）（以下简称"前哨投资"）、 深圳市持恒创业投资合伙企业（有限合伙）（以下简称"持恒创投"）、深圳市 研智创业投资合伙企业（有限合伙）（以下简称"研智创投"）计划自减持计划 预披露公告披露之日起 15 个交易日后的 3 个月内通过集中竞价方式分别减持公 司股份不超过 2,047,144 股，即分别不超过所占公司总股本的 1%。 由于公司 2024 年年度权益分派于 2025 年 5 月 28 日实施完毕，公司总股本 发生变动，上述股东的持股数量亦由 ...

证券代码：001298 证券简称：好上好 公告编号：2025-040 深圳市好上好信息科技股份有限公司 关于高级管理人员股份减持计划实施完成的公告 公司高级管理人员孟振江先生保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 深圳市好上好信息科技股份有限公司（以下简称"公司"）于 2025 年 2 月 20 日在巨潮资讯网披露了《关于公司高级管理人员减持股份的预披露公告》（公 告编号：2025-004），公司高级管理人员孟振江先生计划自减持计划预披露公告 披露之日起 15 个交易日后的 3 个月内通过集中竞价方式减持公司股份不超过 17,400 股，即不超过所占公司总股本的 0.0085%。 由于公司 2024 年年度权益分派于 2025 年 5 月 28 日实施完毕，公司总股本 发生变动，孟振江先生的持股数量亦由于权益分派实施发生变动，其可减持股份 数量按照相关规定进行了相应调整。 公司于近日收到孟振江先生出具的《关于股份减持计划实施完成的告知函》， 前述减持计划已于 2025 年 6 月 11 日实施完成 ...