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量子科技成经济新增长点 35只概念股前三季度研发费用均超1亿元
Zheng Quan Shi Bao· 2025-11-11 17:52
Core Insights - The quantum technology sector is experiencing significant advancements, with both policy support and technological breakthroughs driving growth [2][3][4] - The global quantum computing industry is projected to grow from $4.7 billion in 2023 to over $800 billion by 2035, indicating substantial market potential [4] - A total of over 60 A-share companies are involved in quantum technology, with significant R&D investments, particularly in quantum security chips and modules [4][5] Policy Developments - Anhui Province is focusing on scaling quantum technology applications, aiming to implement nearly 300 application scenarios by the end of this year and 1,000 by 2027 [2] Technological Breakthroughs - Domestic advancements include a new architecture for atomic quantum computing that addresses challenges in high parallelism, speed, and stability [3] - Internationally, a team from the University of Chicago has theoretically extended the connection distance between quantum computers to 2,000 kilometers [3] Industry Growth and Investment - In the first three quarters of this year, A-share companies involved in quantum technology reported a total R&D expenditure of 69.47 billion yuan, accounting for 3.86% of total revenue [4] - Notable companies with high R&D expenditure include China Mobile, ZTE, and China Telecom, with 国芯科技 leading at 89.03% of revenue spent on R&D [4][5] Market Opportunities - Quantum communication, particularly quantum key distribution (QKD), is identified as the most mature and commercially viable area within quantum technology [3] - Quantum measurement is also highlighted as an early revenue-generating sector, akin to "hidden champions" in niche markets [3]
电科网安跌2.05%,成交额1.01亿元,主力资金净流出1801.27万元
Xin Lang Cai Jing· 2025-11-05 03:08
Core Viewpoint - The stock of Electric Science and Technology Network Security (电科网安) has experienced fluctuations, with a current price of 17.69 CNY per share, reflecting a year-to-date increase of 9.26% but a recent decline in the last five trading days [1][2]. Financial Performance - For the period from January to September 2025, Electric Science and Technology Network Security reported a revenue of 757 million CNY, representing a year-on-year decrease of 23.71%. The net profit attributable to shareholders was -213 million CNY, showing a slight decrease of 0.03% year-on-year [2]. - The company has distributed a total of 414 million CNY in dividends since its A-share listing, with 152 million CNY distributed over the past three years [3]. Stock Market Activity - As of November 5, the stock has seen a trading volume of 1.01 billion CNY, with a turnover rate of 0.67% and a total market capitalization of 14.959 billion CNY. The net outflow of main funds was 18.01 million CNY, with significant selling pressure observed [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with the last appearance on June 19, where it recorded a net buy of 153 million CNY [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Electric Science and Technology Network Security was 73,800, a decrease of 18.07% from the previous period. The average number of circulating shares per person increased by 22.06% to 11,451 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in holdings among these entities [3].
中电科网络安全科技股份有限公司 关于重大诉讼的进展公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-11-02 14:30
Core Viewpoint - The company, China Electronics Technology Network Security Co., Ltd. (referred to as "the company" or "CETC Network Security"), has received a final judgment from the Beijing High People's Court regarding a legal dispute involving its subsidiary, CETC (Beijing) Network Information Security Co., Ltd. (referred to as "Beijing Network Security") and the real estate developer, Beijing Jinfeng Kehua Real Estate Development Co., Ltd. (referred to as "Jinfeng Kehua") [5][11]. Group 1: Legal Proceedings - The case is currently in the second instance (final judgment) and has been ruled upon [2]. - The company is the appellant (original plaintiff and executing outsider) in this case [3]. - The judgment has annulled 122 civil judgments from the Beijing Second Intermediate People's Court, preventing the execution of 122 properties and corresponding land use rights [4][11]. Group 2: Financial Impact - The case does not involve a specific monetary amount and is not directly related to the company's current profits [4][14]. - Due to Jinfeng Kehua entering bankruptcy proceedings, the company must assert its rights through litigation or settlement in the bankruptcy process, leading to uncertainty regarding the final outcome and its impact on profits [4][14]. Group 3: Other Legal Matters - As of the announcement date, the company has five unresolved litigation cases as the plaintiff, with a total amount of 8.0757 million yuan, and six unresolved cases as the defendant, totaling 15.4985 million yuan, which collectively represent 0.42% of the company's most recent audited net assets [13].
历时7年多 电科网安11.29亿购房纠纷案迎阶段性胜利:122套房不会被执行
Zheng Quan Shi Bao Wang· 2025-10-31 04:54
Core Viewpoint - The Beijing High Court has ruled in favor of Electric Science and Technology Network Security (002268) in a property dispute involving a purchase of 1.129 billion yuan, marking a significant legal victory for the company [1][6]. Group 1: Legal Proceedings - The Beijing High Court determined that the sales contract between Electric Science and Technology Network Security's subsidiary, Beijing Network Security, and Beijing Jinfeng Kehua Real Estate Development Co., Ltd. is valid [1]. - The court ruled that Beijing Network Security had legally occupied the property in question before it was sealed by the first-instance court and had paid the full purchase price [1][3]. - The court's decision annulled 122 previous civil judgments from the Beijing Second Intermediate People's Court and lifted the execution measures on the property [1][5]. Group 2: Background of the Dispute - The property dispute has persisted for over seven years, beginning with the signing of a purchase intention agreement in August 2015, where Beijing Network Security paid a deposit of 50 million yuan [2]. - By June 2016, Beijing Network Security had fully paid the agreed purchase price of 1.129 billion yuan [3]. - The conflict escalated in June 2018 when Beijing Network Security received a civil lawsuit from Zhonghong Ruide Investment Management Center, which claimed rights over the property due to a debt purchase [4][5]. Group 3: Current Status and Future Actions - Following the ruling, Electric Science and Technology Network Security acknowledged that, due to the bankruptcy of the developer, Beijing Network Security must continue to protect its rights through subsequent legal processes [6].
电科网安(002268) - 关于重大诉讼的进展公告
2025-10-30 10:18
证券代码:002268 证券简称:电科网安 公告编号:2025-036 1. 案件所处的诉讼阶段:二审(终审)已判决。 2. 公司所处的当事人地位:上诉人(原审原告、执行案外人)。 3. 涉案金额:本案不涉及具体金额。 4. 判决结果:撤销北京市第二中级人民法院(2019)京 02 民 初 118 号等 122 份民事判决,不得执行 5#办公商业楼的 122 套房屋及对应的国有土地使用权,解除北京网安相关房产的 执行措施。 5. 对公司损益产生的影响:本案审理的争议焦点为能否排除查 封执行,不涉及具体金额,与公司当期损益无直接关联;鉴 于开发商金丰科华已进入破产程序,依照相关法律规定,北 京网安需在破产程序中,通过诉讼或者和解等方式主张和实 现房屋买受人的合法权利,最终结果仍存在不确定性,该结 果对公司利润的影响目前暂无法确定。 告、执行案外人)与被上诉人(原审被告、申请执行人)北京中宏瑞 德投资管理中心(有限合伙)、原审第三人(被执行人)北京金丰科 华房地产开发有限公司(以下简称"金丰科华")执行异议一案(2019) 京民终443号《民事判决书》。现将具体情况公告如下: 一、本次重大诉讼受理的基本情况 (一 ...
电科网安涨2.02%,成交额1.48亿元,主力资金净流出1052.61万元
Xin Lang Cai Jing· 2025-10-30 02:54
Core Viewpoint - The stock of China Electronics Technology Network Security Co., Ltd. (电科网安) has shown a modest increase in price and trading activity, reflecting a mixed performance in financial metrics and shareholder dynamics [1][2]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 757 million yuan, representing a year-on-year decrease of 23.71%. The net profit attributable to shareholders was -213 million yuan, a slight decrease of 0.03% year-on-year [2]. - The company has cumulatively distributed 414 million yuan in dividends since its A-share listing, with 152 million yuan distributed over the past three years [3]. Stock Performance - As of October 30, the stock price increased by 12.42% year-to-date, with a 4.36% increase over the last five trading days and a 4.48% increase over the last twenty days [1]. - The stock's trading volume on October 30 reached 148 million yuan, with a turnover rate of 0.98% and a total market capitalization of 15.391 billion yuan [1]. Shareholder Dynamics - As of September 30, the number of shareholders decreased by 18.07% to 73,800, while the average number of circulating shares per person increased by 22.06% to 11,451 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the third-largest shareholder, increasing its holdings by 2.2204 million shares [3].
电科网安(002268.SZ):前三季度净亏损2.13亿元
Ge Long Hui A P P· 2025-10-27 14:43
Core Viewpoint - The company reported a significant decline in revenue and net profit for the first three quarters of 2025, indicating financial challenges ahead [1] Financial Performance - The company achieved an operating revenue of 757 million yuan, representing a year-on-year decrease of 23.71% [1] - The net profit attributable to shareholders was -213 million yuan, indicating a loss [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -232 million yuan [1] - The basic earnings per share were -0.2522 yuan [1]
电科网安:10月27日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-27 13:14
Group 1 - The core point of the article is that 电科网安 (Electricity Science Cybersecurity) held its ninth board meeting on October 27, 2025, to discuss the revision of the audit committee's work system [1] - For the first half of 2025, the company's revenue composition is entirely from the information security industry, accounting for 100.0% [1] - As of the report date, the market capitalization of 电科网安 is 15 billion yuan [1] Group 2 - The article also mentions a separate company promoting overseas real estate tokenization, claiming that individuals can earn significant returns by investing, which raises concerns about the legitimacy of such claims [1]
电科网安(002268) - 关于董事调整暨选举职工代表董事的公告
2025-10-27 13:13
关于董事调整暨选举职工代表董事的公告 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。 证券代码:002268 证券简称:电科网安 公告编号:2025-033 中电科网络安全科技股份有限公司 三、备查文件 1、辞职报告; 2、关于职工董事的任命通知。 特此公告! 一、董事调整情况 中电科网络安全科技股份有限公司(以下简称"公司"或"电科 网安")董事会近日收到公司董事周俊先生的辞职报告,周俊先生因 工作原因申请辞去公司董事的职务,辞去董事职务后将继续在公司担 任副总经理职务,并在控股子公司担任相关职务。根据《公司法》《公 司章程》等有关规定,周俊先生的辞职报告自送达董事会时生效。 周俊先生原定任期至第八届董事会届满之日止。截至本公告披露 日,周俊先生持有公司股票 80,000 股,将继续遵守《深圳证券交易 所上市公司自律监管指引第 18 号——股东及董事、高级管理人员减 持股份》《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》(以下简称《规范运作指引》)等相关法律、法规 及相关承诺。 周俊先生的辞职不会影响公司经营工作的正常进行。公司董事会 ...
电科网安(002268) - 2025年第一次临时股东大会决议公告
2025-10-27 13:12
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。 特别提示: 1、本次股东大会未出现否决议案的情形。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 证券代码:002268 证券简称:电科网安 公告编号:2025-032 中电科网络安全科技股份有限公司 2025年第一次临时股东大会决议公告 2、会议召开时间: 现场会议召开时间:2025年10月27日下午14:50; 通过深圳证券交易所交易系统进行网络投票的具体时间为2025 年10月27日9:15 —9:25,9:30—11:30 和 13:00—15:00; 3、会议召开地点:成都高新区云华路333号公司208会议室。 4、召集人:公司董事会。 3、本次股东大会以现场表决与网络投票相结合的方式召开。 一、会议召开情况 1、会议召开方式:现场表决与网络投票相结合的方式。 通过深圳证券交易所互联网投票的具体时间为2025年10月27日 9:15至15:00期间的任意时间。 5、主持人:公司董事长陈鑫先生。 6、会议的召开:会议的召集、召开与表决程序符合《公司法》 《上市公司股东会规则》、深圳证券交易所《股票上市规 ...