(责任编辑：宋政 HN002) 格隆汇8月6日｜A股开盘，沪指跌0.05%，深证成指跌0.14%，创业板指跌0.32%。盘面上，托育服务板 块高开，昂立教育(600661)涨停，海伦钢琴(300329)涨超5%，国家托育补贴方案落地，免除公办幼儿园 学前1年保教费；游戏股普涨，北纬科技涨停，掌趣科技(300315)涨超5%；影视院线股调整，上海电 影、中国电影(600977)跌超3%。上纬新材低开超16.7%，如股价继续上涨，公司可能再次申请连续停牌 核查。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

证券代码：002148 证券简称：北纬科技 编号：2025-022 北京北纬通信科技股份有限公司 针对公司股票异常波动，公司对有关事项进行了核查，并询问了公司控股股 东及实际控制人，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、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公司股票交易价格产生较 大影响的未公开重大信息。 股票交易异常波动公告 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。 一、股票交易异常波动情况 北京北纬通信科技股份有限公司（证券简称：北纬科技，证券代码：002148， 以下简称"公司"）股票于 2025 年 8 月 1 日、2025 年 8 月 4 日、2025 年 8 月 5 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》的有关规定，属于股票交易异常波动情况。 二、对重要问题的关注、核实相关情况说明 3、公司目前经营情况正常，内外部经营环境未发生重大变化。 4、公司及控股股东、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，也不存在处于筹划阶段的重大事项。 5、股票异常波动期 ...

证券代码：002148 证券简称：北纬科技 编号：2025-023 | 序 | 受托 | | 委托理 | | 年化收益率 | 投资期限 | | 资金 | 关联 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 方 | 产品名称 | 财金额 | 产品类型 | （预期） | | 终止日期 | 来源 | 关系 | | | | | （万元） | | | 起始日 | （预计） | | | | 1 | 深圳 证券 | 深圳证券交易所 7 天 | 1000 | 保本固定 | 3.00% | 2025.1.16 | 2025.1.22 | 自有 | 否 | | | 交易 | 质押式国债回购 | | 收益 | | | | 资金 | | | | 所 | | | | | | | | | | | 上海 | 上海证券交易所 14 | | | | | | | | | 2 | 证券 | 天新质押式国债回 | 3,000 | 保本固定 | 2.62% | 2025.1.23 | 2025.2.6 | 自有 | 否 | | | 交易 | 购 | | 收益 ...

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 | ...