截至收盘，沪指涨0.96%，报3617.6点，深成指涨0.59%，报11106.96点，创业板指涨0.39%，报2343.38点，科创50指数涨0.4%，报1053.65点。沪深两市合计 成交额15960.81亿元。 PEEK材料概念股走强，中欣氟材等涨停。机器人概念活跃，北纬科技等涨停。 一、板块异动 二、涨跌停温度 | | | | 金融界股灵通复盘(8.5) | | | --- | --- | --- | --- | --- | | | 简称 | 最终封板 | 儿天儿板 | 原因 | | | | | 创新药 | | | 002915. SZ | 中欣氟材 | 11:09 | 首板涨停 | PEEK材料+氧化工+中报预增 | | 301076. SZ | 新潮新材 | 13:27 | 首板涨停 | DFBP(PEEK材料核心原料)+芳香族酮类 | | 605189. SH | 富春染织 | 14:15 | 首板涨停 | PEEK材料+印染主业+业绩改善 | | | | | 机器人 | 无人机+四足机器人+车联网+低空经济 | | 002148. SZ | 北纬科技 | 9:30 | 2天2板 | | | 0 ...

证券之星消息，8月5日通信服务板块较上一交易日上涨0.38%，北纬科技领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。通信服务板块个股涨跌见下表： 从资金流向上来看，当日通信服务板块主力资金净流出2.98亿元，游资资金净流出1410.62万元，散户资 金净流入3.12亿元。通信服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601728 中国电信 | | 8247.08万 | 12.85% | -5729.62万 | -8.93% | -2517.47万 | -3.92% | | 600050 中国联通 | | 7563.42万 | 5.43% | -6929.43万 | -4.98% | -634.00万 | -0.46% | | 002148 北纬科技 | | 7362.12万 | 25.10% | -3929.56万 | - ...

Group 1 - The drone concept sector showed strong performance on August 5, with companies like Beiwai Technology and Furi Electronics reaching their daily limit up [1] - Other companies in the sector, including Aileda, Shanhe Intelligent, Aerospace Electronics, Hengyu Xintong, and Liding Optoelectronics, also experienced gains [1]

Market Performance - The main board led the gains with notable increases in stocks such as Furi Electronics (+10.04%), Beiwai Technology (+10.03%), and Liding Optoelectronics (+10.00%) [1] - The ChiNext board saw significant growth, highlighted by Longyang Electronics (+20.00%) and Jinxi Modern (+19.96%) [1] - The Sci-Tech Innovation board also performed well, with Dongxin Co. (+20.00%) and Xunjiexing (+15.81%) leading the way [1] - Active sub-industries included SW Military Electronics III (+3.42%) and SW Robotics (+3.42%) [1] Domestic News - ZhiGe Technology, an AR glasses optical manufacturer, recently completed a financing round of over 100 million yuan, establishing China's first fully automated mass production line for diffractive waveguides with a monthly capacity of 100,000 pieces [1] - Semiconductor investment alliance member, Saiwei Electronics, announced that its subsidiary, Silex, has received a purchase order for a MEMS silicon oscillator after passing customer validation [1] - TSMC has begun equipment installation for its second 2nm plant in Kaohsiung, expected to enter trial production by the end of this year [1] - He Sheng New Materials announced a 250 million yuan investment in Yizhi Electronics, acquiring a 10% stake in the company, which specializes in high-end server CPU chip design [1] Company Announcements - Aohai Technology reported the repurchase of 534,100 shares, representing 0.19% of its total share capital [3] - Sanhuan Group announced the repurchase of 5,133,800 shares, accounting for 0.2679% of its total share capital [3] - OmniVision Technologies projected its H1 2025 revenue to be between 13.722 billion yuan and 14.022 billion yuan, reflecting a year-on-year increase of 13.49% to 15.97% [3] - Industrial Fulian reported a total repurchase of 7,697,400 shares, which is 0.04% of its total share capital [3] Overseas News - TrendForce predicts that major memory suppliers in South Korea and the U.S. will significantly reduce or halt production of LPDDR4X in 2025 and 2026, leading to supply-demand imbalances [1] - Samsung Electronics made a strategic investment in Israeli startup Teramount Ltd. to secure critical high-speed data transmission technology for next-generation semiconductor packaging [1] - Meta announced plans to dispose of certain data center assets valued at $2.04 billion, reclassifying them as "held for sale" [1] - Qualcomm reported Q3 FY2025 revenue of $10.4 billion, a 10% year-on-year increase, with net profit of $2.666 billion, up 25% year-on-year, driven by strong performance in automotive and IoT sectors [1]

Group 1 - The core viewpoint of the news is that the A-share market is experiencing a significant rise in robotics concept stocks, with several companies showing substantial gains in their stock prices [1] - The announcement of the first partner conference by Zhiyuan Robotics, scheduled for August 21, 2025, in Shanghai, is expected to showcase hundreds of robots and unveil a "mysterious new product" [1] Group 2 - Notable stock performances include Xunjie Technology rising over 13%, Huarui Precision increasing over 12%, and Zhenxin Technology gaining over 10% [1] - Several companies, including Beiwai Technology, Xiaya Precision, Wuzhou Xinchun, Zhejiang Rongtai, and Shandong Weida, reached the 10% daily limit increase [1] - A detailed table lists various companies with their stock codes, percentage increases, total market capitalization, and year-to-date performance, highlighting Dongjie Intelligent with a 19.99% increase and a market cap of 6.926 billion [2]

通过天眼查大数据分析，北京北纬通信科技股份有限公司共对外投资了14家企业，参与招投标项目74 次，知识产权方面有商标信息87条，专利信息39条，此外企业还拥有行政许可16个。 来源：金融界 金融界消息 截至2025年8月4日收盘，北纬科技（002148）报收于7.79元，上涨10.03%，换手率 19.71%，成交量88.57万手，成交金额6.70亿元。 资金流向方面，今日主力资金净流入2.08亿元，占比成交额31.06%。其中，超大单净流入1.61亿元、占 成交额24.0%，大单净流入4729.21万元、占成交额7.07%，中单净流出流出8308.46万元、占成交额 12.42%，小单净流出12478.85万元、占成交额18.65%。 北纬科技最新一期业绩显示，截至2025一季报，公司营业总收入9330.51万元、同比增长44.21%，归属 净利润759.28万元，同比减少448.76%，扣非净利润880.15万元，同比减少855.11%，流动比率5.005、速 动比率4.916、资产负债率11.59%。 天眼查商业履历信息显示，北京北纬通信科技股份有限公司，成立于1997年，位于北京市，是一家以从 事软件 ...

证券之星消息，8月1日通信服务板块较上一交易日下跌0.6%，南凌科技领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。通信服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300921 | 南凌科技 | 24.50 | -5.22% | 15.08万 | | 3.74Z | | 603322 | 超讯通信 | 36.93 | -3.98% | 9.61万 | | 3.57亿 | | 000889 | 中嘉博创 | 3.70 | -3.90% | 85.75万 | | 3.20亿 | | 300442 | 润泽科技 | 48.18 | -3.23% | 27.65万 | | 13.38亿 | | 300738 | 奥飞数据 | 20.46 | -2.20% | 46.88万 | | 9.59 Z | | 002115 | 三维通信 | 8.32 | -2.00% | 33.87万 | | 2.82亿 | ...

Performance Forecast - The company expects a net profit attributable to shareholders to range from a loss of 2.65 million to a profit of 10.60 million yuan, compared to a loss of 2.65 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is projected to be between a loss of 6.20 million and a profit of 4.17 million yuan, compared to a loss of 6.20 million yuan in the same period last year [1] - Basic earnings per share are expected to be between a loss of 0.0047 yuan and a profit of 0.0189 yuan per share [1] Revenue and Growth - The company's operating revenue is projected to be between 13.21 million and 19.60 million yuan, compared to 19.20 million yuan in the same period last year [1] - The company has been expanding its business, leading to steady growth in operating revenue [1] Reasons for Performance Changes - The increase in marketing expenses, which are recognized as a one-time cost, has led to a temporary net profit loss despite user revenue being recognized over the service period [1] - The company granted restricted stock options for 2024, which increased share-based payment expenses, further contributing to the rise in costs [1]

证券代码：002148 证券简称：北纬科技 编号：2025-021 一、本期业绩预计情况 北京北纬通信科技股份有限公司 2025 年半年度业绩预告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 报告期内，公司持续优化技术及服务能力，并进一步加大市场营销推广，由 于推广费用一次性当期计入而推广获取的用户收入按照服务周期递延确认，从而 导致净利润出现阶段性亏损的情况。同时，由于报告期内对 2024 年预留限制性 股票进行了授予，相应增加了股份支付费用，使得费用进一步增加。 四、风险提示及其他相关说明 本次业绩预告是公司财务部门初步测算的结果，具体财务数据以公司披露的 2025 年半年度报告为准，敬请广大投资者谨慎决策、注意投资风险。 | 项 目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司股东 的净利润 | 亏损：265 万元～345 | 万元 | 盈利：1,060.48 万元 | | 扣除非经常性损益后 的净利润 | 亏损：620 万元～710 | 万元 | 盈利：417.14 万元 | | 基本每股收益 ...

Core Viewpoint - Beijing Beiwai Communication Technology Co., Ltd. has completed the granting registration of the reserved portion of the restricted stock incentive plan for 2024, which involves the approval and implementation of the plan as per regulatory requirements [1][2][3]. Group 1: Approval and Implementation - The stock incentive plan has undergone necessary approval procedures, including the board's authorization to determine the grant date and manage related matters [2][3]. - The company has disclosed the self-inspection report regarding insider trading related to the stock incentive plan [2]. - The board approved adjustments to the list of initial grantees and the number of shares granted due to some grantees opting out [2][3]. Group 2: Granting Details - A total of 5.89 million shares of restricted stock were granted to 79 grantees at a price of 2.55 yuan per share, with the grant date set for May 8, 2024 [2][3]. - The listing date for the granted shares is scheduled for June 17, 2024 [2][3]. Group 3: Repurchase and Cancellation - The company will repurchase and cancel a total of 2.524 million shares of restricted stock due to the departure of 6 grantees and unmet unlocking conditions [3]. - After the repurchase, the number of unvested restricted shares will be 3.366 million, with 73 remaining grantees [3]. Group 4: Performance Conditions - The unlocking of the restricted stock is contingent upon meeting specific performance targets, including a 20% revenue growth in 2025 and a 30% growth in 2026, based on 2023 revenue [6][7]. - Individual performance assessments will determine the percentage of shares that can be unlocked, with a grading system in place [7][8]. Group 5: Financial Impact - The total number of shares after the incentive plan will increase to 558,987,330, with the dilution effect on earnings per share calculated at 0.05 yuan per share for 2024 [9][10]. - The funds raised from the stock incentive plan will be used to supplement the company's working capital [10].