证券代码：002268 证券简称：电科网安 公告编号：2025-022 中电科网络安全科技股份有限公司 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、本期业绩预计情况 本次业绩预告相关数据未经会计师事务所审计。 三、业绩变动原因说明 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日 （二）业绩预告情况 预计净利润为负值 | 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：16,000.00 万元–18,000.00 万元 | 亏损：21,537.66 | 万元 | | | 比上年同期亏损下降：16.43%-25.71% | | | | 扣除非经常性损 益后的净利润 | 亏损：17,000.00 万元–19,000.00 万元 | 亏损：23,298.44 | 万元 | | | 比上年同期亏损下降：18.45%-27.03% | | | | 基本每股收益 | 亏损：_0.1900_元/股–0.2200 元/股 ...

Core Viewpoint - The company has announced its profit distribution plan for the fiscal year 2024, which includes a cash dividend of 0.60 yuan per 10 shares, approved by the shareholders' meeting held on May 26, 2025 [1]. Summary by Sections Profit Distribution Plan - The profit distribution plan is based on a total share capital of 845,677,003 shares, with a cash dividend of 0.60 yuan per 10 shares (before tax) [1]. - The distribution will be adjusted based on the total share capital on the record date if there are changes due to stock repurchase or other reasons [1]. Dividend Taxation - For investors holding shares through the Shenzhen-Hong Kong Stock Connect and foreign institutions, the cash dividend after tax will be 0.54 yuan per 10 shares [1]. - Different tax rates apply for individual shareholders based on their holding period, with no withholding tax by the company at the time of distribution [2]. Key Dates - The record date for the profit distribution is set for July 17, 2025, and the ex-dividend date is the following day [2]. Distribution Method - The cash dividends will be directly credited to the shareholders' accounts through their custodial securities companies on July 18, 2025 [2]. Consultation Information - The company has provided contact details for inquiries regarding the profit distribution, including a phone number and email address [3].

证券代码：002268 证券简称：电科网安 公告编号：2025-021 中电科网络安全科技股份有限公司 2024年年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 中电科网络安全科技股份有限公司（以下简称"本公司"或"公 司"）2024年年度权益分派方案已获2025年5月26日召开的2024年度 股东大会审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过的利润分配方案情况 本公 司 2024 年年度权 益分派方 案为： 以公司现 有总股 本 845,677,003股为基数，向全体股东每10股派0.60元人民币现金（含 税；扣税后，通过深股通持有股份的香港市场投资者、境外机构（含 QFII、RQFII）以及持有首发前限售股的个人和证券投资基金每10股 派0.54元；持有首发后限售股、股权激励限售股及无限售流通股的个 人股息红利税实行差别化税率征收，本公司暂不扣缴个人所得税，待 个人转让股票时，根据其持股期限计算应纳税额【注】；持有首发后 限售股、股权激励限售股及无限售流通股的证券投资基金所涉红利税， 对香港投资者持有基金份额部分按10 ...

证券代码：002268 证券简称：电科网安 公告编号：2025-020 中电科网络安全科技股份有限公司 关于使用暂时闲置募集资金购买结构性存款的进展 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，没有虚 假记载、误导性陈述或重大遗漏。 中电科网络安全科技股份有限公司（以下简称"公司"）于 2024 年 11 月 27 日召开第八届董事会第三次会议、第八届监事会第三次会 议，审议通过了《关于使用暂时闲置募集资金购买结构性存款的议案》， 同意全资子公司中电科（北京）网络信息安全有限公司（以下简称"北 京网安"）使用部分闲置募集资金购买结构性存款，购买结构性存款 的最高额度不超过 8 亿元人民币，上述额度可以在一年内（2024 年 12 月 28 日至 2025 年 12 月 27 日）循环使用。具体内容详见 2024 年 11 月 29 日公司在指定信息披露媒体《证券时报》《中国证券报》和 巨潮资讯网（http：//www.cninfo.com.cn）披露的《第八届董事会第 三次会议决议公告》（公告编号：2024-064）、《第八届监事会第三 次会议决议公告》（公告编号：2024-065）及《关 ...

Group 1 - The core index of the CSI Quantum Communication Theme Index is reported at 3937.50 points, showing a low opening and a high closing trend [1] - The CSI Quantum Communication Theme Index has increased by 9.97% in the past month, 1.88% in the past three months, and 9.50% year-to-date [2] - The index includes representative listed companies related to quantum communication across various sectors such as components, equipment production, construction operation, and application [2] Group 2 - The top ten weighted companies in the CSI Quantum Communication Theme Index include Dongxin Peace (4.55%), Chutian Long (4.14%), and Aerospace Electronics (3.37%) [2] - The market distribution of the index shows that the Shenzhen Stock Exchange accounts for 60.57%, while the Shanghai Stock Exchange accounts for 39.43% [2] - The industry composition of the index indicates that Information Technology comprises 40.12%, Communication Services 32.50%, and Industry 18.55% [2] Group 3 - The index samples are adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [3] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3] - Companies that are delisted or undergo mergers, acquisitions, or splits will be handled according to the calculation and maintenance guidelines [3]

Summary of Key Points Core Viewpoint - As of June 23, the total market financing balance reached 1.81 trillion yuan, indicating a daily increase of 4.22 billion yuan, with notable net purchases in various sectors, particularly in technology, banking, and pharmaceuticals [1]. Group 1: Market Financing Overview - The financing balance in the Shanghai market was 913.05 billion yuan, increasing by 1.99 billion yuan from the previous trading day [1]. - The financing balance in the Shenzhen market was 886.65 billion yuan, with an increase of 2.12 billion yuan [1]. - The financing balance in the Beijing Stock Exchange was 5.47 billion yuan, up by 102 million yuan [1]. Group 2: Individual Stock Performance - On June 23, a total of 1,984 stocks received net financing purchases, with 373 stocks having net purchases exceeding 10 million yuan [1]. - The top net purchase stock was Sifang Jingchuang, with a net purchase amount of 410.23 million yuan, followed by Hengbao Co. and China Merchants South Oil with net purchases of 22.08 million yuan and 12.82 million yuan, respectively [2]. - The sectors with the highest concentration of stocks receiving net purchases over 50 million yuan included computer, banking, and pharmaceutical industries, with 5, 4, and 3 stocks respectively [1]. Group 3: Financing Balance and Market Capitalization - The average financing balance as a percentage of market capitalization for stocks with significant net purchases was 4.28% [2]. - The stock with the highest financing balance relative to its market capitalization was Tibet Tianlu, with a financing balance of 1.09 billion yuan, accounting for 9.73% of its market value [2]. - Other notable stocks with high financing balance percentages included Jianghuai Automobile (8.92%), Hengbao Co. (8.15%), and Tianyang Technology (8.08%) [2].

根据2025基金Q1季报公募基金重仓股数据，重仓该股的公募基金共1家，其中持有数量最多的公募基金 为鹏华基金的鹏华量化先锋混合。鹏华量化先锋混合目前规模为0.69亿元，最新净值1.292（6月18 日），较上一交易日下跌0.22%，近一年上涨3.74%。该公募基金现任基金经理为时赟超。时赟超在任 的基金产品包括:鹏华中证1000指数增强A，管理时间为2024年12月28日至今，期间收益率为8.91%；鹏 华智投800混合A，管理时间为2024年12月28日至今，期间收益率为1.17%；鹏华安泽混合A，管理时间 为2025年4月30日至今，期间收益率为-0.05%。 鹏华量化先锋混合的前十大重仓股如下： | 股票代码 | 股票简称 | 持股数 (万股) | 持仓市值 (万元) | 占净值比例 | 较上季度增减仓 | | --- | --- | --- | --- | --- | --- | | 300369 | 绿盟科技 | 6.04 | 44.70 | 0.65% | 新进十大 | | 002410 | 广联达 | 2.92 | 42.31 | 0.62% | 新进十大 | | 601991 | 大唐发电 | ...

Market Overview - On June 19, A-shares opened lower and continued to decline, with the Shanghai Composite Index falling by 0.79% to 3362 points, the Shenzhen Component Index down by 1.21%, and the ChiNext Index down by 1.36%, with over 4600 stocks declining across the market [1] - Market focus shifted towards the oil, natural gas, and digital reading sectors [1] High-Performing Stocks - In the oil and gas sector, Zhuan Oil Co. and Shandong Molong achieved five consecutive trading limits, while military stock Beifang Changlong saw a 20% increase over three days [3] - Notable stocks with significant gains include: - Shandong Quanlong: +10.00%, five consecutive limits [4] - Zhuan Oil Co.: +9.96%, five consecutive limits [4] - Beifang Changlong: +20.01%, three limits in five days [4] - Innovation Medical: +10.04%, two limits in three days [4] Trading Activity - The top three net purchases on the Dragon and Tiger list were: - Innovation Medical: net purchase of 207 million [5] - Electric Science Cybersecurity: net purchase of 153 million [5] - Anni Co.: net purchase of 135 million [5] - The top three net sales were: - Limin Co.: net sale of 230 million [7] - Xiexin Energy: net sale of 218 million [7] - Changshan Pharmaceutical: net sale of 178 million [7] Sector Highlights - Innovation Medical focuses on brain-machine interfaces and AI medical models, achieving a trading limit with a turnover of 1.745 billion and a turnover rate of 31.78% [10] - Baida Qiancheng, involved in short drama games and major contract signings, also reached a trading limit with a turnover of 1.077 billion [14] - Electric Science Cybersecurity, which focuses on digital currency and satellite navigation, achieved a trading limit with a turnover of 694 million [18] Institutional Activity - Institutions showed significant interest in several stocks, with net purchases in: - Electric Science Cybersecurity: 35 million [22] - Innovation Medical: 26 million [22] - Shandong Molong: 20 million [22] - Conversely, institutions sold off stocks like Limin Co. and Xiexin Energy, with net sales of 64 million and 71 million respectively [19][22] Conclusion - The market experienced a downward trend with specific sectors like oil and gas showing resilience through notable stock performances. Institutional trading patterns indicate selective interest in high-growth potential stocks, particularly in the technology and healthcare sectors.

Core Viewpoint - The stock of Electric Science and Technology Cybersecurity (电科网安) experienced a significant increase, reaching the daily limit with a trading volume of 6.94 billion yuan and a turnover rate of 4.65% [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to a price deviation of 11.50% [2] - The net buying from the Shenzhen Stock Connect amounted to 35.0185 million yuan, while the total net buying from brokerage seats was 118 million yuan [2] - The top five brokerage seats accounted for a total transaction volume of 313 million yuan, with a buying amount of 233 million yuan and a selling amount of 80.1629 million yuan, resulting in a net buying of 153 million yuan [2] Fund Flow - The stock saw a net inflow of 276 million yuan from major funds, with a significant inflow of 286 million yuan from large orders, while smaller orders experienced a net outflow of 10.7413 million yuan [2] - Over the past five days, the net inflow of major funds totaled 298 million yuan [2] Margin Trading Data - As of June 18, the margin trading balance for the stock was 826 million yuan, with a financing balance of 824 million yuan and a securities lending balance of 2.0149 million yuan [2] - In the last five days, the financing balance increased by 37.9804 million yuan, representing a growth of 4.83%, while the securities lending balance decreased by 0.7754 million yuan, a decline of 27.79% [2]

Market Performance - The CSI Software Service Index decreased by 1.39% as of June 19, 2025, with mixed performance among constituent stocks [1] - Notable gainers included Electric Science Cybersecurity with a 10% increase, and Zhongke Xingtou rising by 3.10% [1] - Leading decliners were Tonghuashun, Hengsheng Electronics, and Wealth Trend [1] ETF Activity - The Software ETF (159852) experienced a turnover of 2.59% and a transaction volume of 76.01 million yuan [3] - Over the past year, the Software ETF has an average daily transaction volume of 154 million yuan, ranking first among comparable funds [3] - The ETF's scale increased by 29.98 million yuan in the past week, also ranking first among comparable funds [3] - The latest share count for the Software ETF reached 3.823 billion, marking a one-month high [3] - Recent net inflow into the Software ETF was 23.11 million yuan, with a total of 41.70 million yuan over the last five trading days [3] - The Software ETF's net value increased by 29.42% over the past year, ranking 419 out of 2857 in the index stock fund category [3] Industry Insights - The 2025 Nanjing Software Conference, themed "Industrial Software Empowering Open Source Innovation," took place from June 17 to 19, focusing on industrial software, trusted computing industry, and open-source ecology [3] - Haotong International Securities highlighted that AI is reshaping software development processes, relying heavily on large language models (LLMs) and agent capabilities [4] - AI is expected to penetrate deeper into operating system development and lower-level technologies, enabling users to create applications with low-code or no-code solutions, thus expanding software coverage and lowering development barriers [4] Key Stocks - As of May 30, 2025, the top ten weighted stocks in the CSI Software Service Index accounted for 59.85% of the index, including Keda Xunfei, Kingsoft Office, and Tonghuashun [5] - The performance of key stocks included Keda Xunfei down by 0.88%, Kingsoft Office down by 1.03%, and Tonghuashun down by 2.95% [7] - Investors can also access AI software investment opportunities through the Software ETF linked fund (012620) [7]