New Stock Listings - Tianfu Long (603406) issued at a price of 23.60[1] - Youli Intelligent (920007) issued at a price of 23.99[1] Rights Issues and Announcements - China Heavy Industry (601989) cash option declaration period from August 13, 2025[1] - China Shipbuilding (600150) acquisition request period from August 13 to August 15, 2025[1] - Shenkai Co., Ltd. (002633) offer declaration period from July 29 to August 27, 2025[1] - ST Kelly (300326) offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (600399) offer period from August 12 to September 10, 2025[1] Abnormal Fluctuations - Multiple stocks reported abnormal fluctuations, including *ST Yushun (002289) and Changcheng Military Industry (601606)[2][3] - Notable fluctuations also reported for companies like Li De Man (300289) and Dongjie Intelligent (300486)[3]

Market Overview - As of August 8, the Shanghai Composite Index closed at 3635.13 points, down 4.54 points, a decrease of 0.12% [1] - The Shenzhen Component Index closed at 11128.67 points, down 29.27 points, a decrease of 0.26% [1] - The ChiNext Index closed at 2333.96 points, down 8.90 points, a decrease of 0.38% [1] High Turnover Stocks - A total of 117 A-shares had a turnover rate exceeding 20% on August 8, with five stocks, including C Tianfu Long and Youli Intelligent, having turnover rates above 50% [1] - C Tianfu Long (stock code: 603406) had a closing price of 56.80 yuan and a turnover rate of 81.54%, with a price increase of 140.68% [1] - Youli Intelligent (stock code: 920007) closed at 83.22 yuan, with a turnover rate of 77.21% and a price increase of 246.89% [1] - Other notable stocks with high turnover rates include: - Jiao Da Tie Fa (stock code: 920027) with a turnover rate of 59.04% and a price increase of 23.73% [1] - Beiwai Technology (stock code: 002148) with a turnover rate of 51.81% and a price decrease of 8.78% [1] - Northern Long Dragon (stock code: 301357) with a turnover rate of 51.03% and a price decrease of 11.24% [1] Additional High Turnover Stocks - Other stocks with significant turnover rates include: - Rui Na Intelligent (stock code: 301129) with a turnover rate of 44.64% and a price decrease of 8.51% [1] - Ai Peng Medical (stock code: 300753) with a turnover rate of 43.60% and a price decrease of 1.95% [1] - C Han Sang (stock code: 301491) with a turnover rate of 43.57% and a price decrease of 6.96% [1] - The data indicates a trend of high trading activity in certain stocks, reflecting investor interest and potential volatility in the market [1]

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 6 日、2025 年 8 月 7 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况。 二、对重要问题的关注、核实相关情况说明 证券代码：002148 证券简称：北纬科技 编号：2025-024 北京北纬通信科技股份有限公司 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 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。 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。 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。 5、股票异常波动期间，公司控股股东、实际控制人 ...

Market Overview - On August 6, a total of 77 stocks in the A-share market hit the daily limit, with 63 stocks remaining after excluding 14 ST stocks, resulting in an overall limit-up rate of 75.49% [1] - The highest limit-up order volume was recorded by Tongling Nonferrous Metals, with 833,800 hands, followed by China Shipbuilding Industry, Zhong An Keji, and Beiwai Technology, with limit-up orders of 646,600 hands, 288,300 hands, and 230,000 hands respectively [1] Limit-Up Stocks Summary - The top three stocks by limit-up order funds were Beijiajie (5.06 billion), Changcheng Jincheng (3.46 billion), and Tongling Nonferrous Metals (3.36 billion) [1] - Beijiajie closed at 44.97 yuan with a turnover rate of 3.99%, driven by probiotics, the three-child policy concept, oral care, and exports [2] - Changcheng Jincheng closed at 46.98 yuan with a turnover rate of 5.88%, influenced by military equipment restructuring, ammunition and weaponry, and a narrowed mid-term loss [2] - Tongling Nonferrous Metals closed at 4.03 yuan with a turnover rate of 7.75%, supported by share buybacks, copper foil expansion, and state-owned enterprise reform [2] - China Heavy Industry closed at 5.15 yuan with a turnover rate of 4.24%, boosted by absorption and merger, shipbuilding, and state-owned enterprise reform [2]

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 ...

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]

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 ...