两融数据显示，该股最新融资余额为69.86亿元，近5日增加2.35亿元，增幅为3.48%。（数据宝） 8月29日光启技术大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 格 | 相对当日收盘 折溢价（%） | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | （万元） | （元） | | | | | 294.00 | 15496.74 | 52.71 | -3.00 | 华福证券有限责任公司上海浦明 | 中信证券股份有限 | | | | | | 路证券营业部 | 公司深圳分公司 | | 160.30 | 8449.41 | 52.71 | -3.00 | 招商证券股份有限公司深圳福华 | 中信证券股份有限 | | | | | | 三路证券营业部 | 公司深圳分公司 | | 137.70 | 7258.17 | 52.71 | -3.00 | 万联证券股份有限公司上海浦东 | 中信证券股份有限 | | | | | | 新区世纪大道证券营业部 | 公司深圳分公司 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章 ...

Market Overview - The Shanghai Composite Index rose by 0.37% on August 29, with 17 out of the 28 sectors experiencing gains, led by the comprehensive and electric equipment sectors, which increased by 3.86% and 3.12% respectively [1] - The defense and military industry saw an increase of 0.76% [1] - The sectors with the largest declines were household appliances and transportation, which fell by 1.82% and 1.69% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 69.47 billion yuan across the two markets, with 7 sectors experiencing net inflows [1] - The electric equipment sector led the net inflow with 3.12% increase and a total inflow of 3.13 billion yuan, followed by the food and beverage sector with a 2.42% increase and an inflow of 1.63 billion yuan [1] - The computer sector had the largest net outflow, totaling 17.30 billion yuan, followed by the electronics sector with a net outflow of 13.11 billion yuan [1] Defense and Military Industry Performance - The defense and military industry had a net inflow of 919 million yuan, with 76 out of 139 stocks in the sector rising [2] - The top three stocks with the highest net inflow were China Satellite Communications with 916 million yuan, Great Wall Military with 301 million yuan, and North Navigation with 261 million yuan [2] - The sector also had 6 stocks with net outflows exceeding 100 million yuan, led by Guangqi Technology with a net outflow of 754 million yuan [4] Top Gainers in Defense and Military Industry - The top gainers in the defense and military sector included: - China Satellite Communications: +8.82%, turnover rate 5.38%, net inflow 915.68 million yuan - Great Wall Military: +10.00%, turnover rate 15.52%, net inflow 301.08 million yuan - North Navigation: +5.79%, turnover rate 9.31%, net inflow 261.12 million yuan [2] Top Losers in Defense and Military Industry - The top losers in the defense and military sector included: - Guangqi Technology: -1.50%, turnover rate 2.66%, net outflow 754.39 million yuan - Jingjia Micro: -3.30%, turnover rate 6.56%, net outflow 271.68 million yuan - China Satellite: +1.90%, turnover rate 11.46%, net outflow 126.12 million yuan [4]

Core Viewpoint - Guangqi Technology (002625.SZ) has successfully passed the national CNAS expansion qualification recognition for its metamaterials testing center, enhancing its testing capabilities across various domains [1] Group 1: Testing Capabilities - The testing capabilities now cover composite materials, environmental testing, geometric testing, electromagnetic property testing, non-destructive testing, thermal testing, and coating capabilities [1] - The metamaterials testing center has also received CNAS recognition for its metrology testing capabilities, which includes a total of 12 calibration procedures or standards across mechanics and thermal testing [1]

Core Viewpoint - Guangqi Technology (002625.SZ) successfully passed the national CNAS expansion qualification recognition for its metamaterials testing center on August 28, 2025, enhancing its testing capabilities across various domains [1] Summary by Categories Testing Capabilities - The recognition expands the testing capabilities to include composite materials, environmental testing, geometric testing, electromagnetic property testing, non-destructive testing, thermal testing, and coating capabilities [1] Calibration and Measurement - The metamaterials testing center also received CNAS recognition for its metrology testing capabilities, covering a total of 12 calibration procedures or standards in the categories of mechanics and thermodynamics [1]

二、基本情况 证券代码：002625 证券简称：光启技术 公告编号：2025-068 光启技术股份有限公司 关于全资子公司测试中心通过国家CNAS扩项资质认 定的自愿性信息披露公告 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。 一、背景情况 2023 年 7 月，光启技术股份有限公司（以下简称"公司"）全资子公司深 圳光启超材料技术有限公司（以下简称"光启超材料"）收到中国合格评定国家 认可委员会（CNAS）下发的实验室认可证书（注册号：CNAS L18631，生效日 期：2023 年 7 月 7 日，截止日期：2029 年 7 月 6 日）。具体内容详见公司披露 于《上海证券报》《证券时报》《证券日报》及巨潮资讯网（http://www.cninfo.com.cn） 上的《关于全资子公司与中汽研汽车检验中心（天津）有限公司成立汽车紧缩场 联合创新实验室的自愿性信息披露公告》（公告编号：2023-064）。 2024 年 8 月，光启超材料测试中心顺利通过国家 CNAS 扩项资质认定。认 可检测能力范围从最初的"超材料电磁特性试验"能力，进一步覆盖到力学性能 ...

Summary of Key Points Core Viewpoint - On August 29, Guangqi Technology executed a block trade of 5.92 million shares, amounting to 312 million yuan, which represented 9.06% of the total trading volume for the day, with a transaction price of 52.71 yuan, reflecting a 3% discount compared to the market closing price of 54.34 yuan [1]. Trading Details - The block trade on August 29 involved the following details: - Transaction price: 52.71 yuan - Total volume: 592,000 shares - Total transaction value: 312 million yuan - Percentage of total trading volume: 9.06% [1] - Specific trading data includes: - Buyer: Huafu Securities, with a volume of 294,000 shares and a transaction value of approximately 154.97 million yuan [2] - Buyer: China Merchants Securities, with a volume of 160,300 shares and a transaction value of approximately 84.49 million yuan [2] - Buyer: Lian Securities, with a volume of 137,700 shares and a transaction value of approximately 72.58 million yuan [2]

Summary of Key Points Core Viewpoint - On August 28, 2023, Guangqi Technology experienced significant trading activity on the block trading platform, with a total transaction volume of 5.977 million shares and a total transaction value of 320 million yuan, reflecting a discount of 3.01% compared to the closing price of the day [2]. Trading Activity - The stock had a total of 10 block trades in the past three months, amounting to 815 million yuan [2]. - The closing price of Guangqi Technology on the reporting day was 55.17 yuan, with a slight increase of 0.24% and a daily turnover rate of 2.96% [2]. - The total trading volume for the day was 3.497 billion yuan, with a net outflow of 250 million yuan in main funds [2]. - Over the past five days, the stock has increased by 14.46%, while the total net outflow of funds during this period was approximately 41.38 million yuan [2]. Margin Financing Data - The latest margin financing balance for Guangqi Technology was 6.771 billion yuan, with an increase of 35.11 million yuan over the past five days, representing a growth rate of 0.52% [2].

Group 1 - On August 28, Guangqi Technology executed a block trade of 5.977 million shares, with a transaction value of 320 million yuan, accounting for 8.38% of the total trading volume for the day [1] - The transaction price was 53.51 yuan, representing a discount of 3.01% compared to the market closing price of 55.17 yuan [1]

Core Insights - The report highlights the rapid development of the AI industry in China, driven by the government's "Artificial Intelligence+" initiative, which sets ambitious goals for AI integration across various sectors by 2035 [5] - The chemical raw materials sector is experiencing growth due to increased demand for AI servers, with a focus on high-frequency and high-speed copper-clad laminate materials [6] - The pharmaceutical company Lifan Pharmaceutical is set to launch a new ADHD treatment, with significant increases in R&D investment [7] - Runfeng Co. has reported substantial growth in operating performance, driven by global operations [8] - Times New Materials has seen a rise in revenue and profit, with new materials becoming a key growth area [12] - Guangqi Technology is experiencing rapid growth in its metamaterials business, with steady progress in production base construction [15] - Changrun Co. has improved profit margins significantly, driven by product diversification and strong overseas contributions [17] - Longcheng Securities has shown comprehensive improvement in performance, with investment business driving growth [24] - Baofeng Energy's projects in Inner Mongolia are contributing to revenue growth, with ongoing projects being actively advanced [28] Industry Commentary - The "Artificial Intelligence+" policy aims for deep integration of AI in six key areas by 2027, with a target of over 90% application penetration by 2030 [5] - The new materials sector is benefiting from the rising demand for AI servers, with the global AI server market projected to grow significantly [6] - The pharmaceutical industry is seeing innovation with new drug approvals and increased R&D spending, particularly in ADHD treatments [7] - The agricultural chemicals market is recovering, with a focus on high-margin products and global market expansion [10] - The wind power sector is expected to maintain high growth, driven by new installations and international collaborations [12] - The metamaterials market is expanding, with increasing demand for advanced materials in various applications [15] - The automotive parts industry is adapting to market changes, with a focus on product diversification and international production capabilities [17] Company-Specific Insights - Lifan Pharmaceutical's revenue for H1 2025 was 732 million yuan, with a net profit of 90.23 million yuan, reflecting a 16.53% increase [7] - Runfeng Co. anticipates revenues of 1.796 billion yuan in 2025, with net profits projected to reach 198 million yuan [9] - Times New Materials reported H1 revenue of 9.256 billion yuan, with a net profit of 303 million yuan, indicating a 36.66% increase [12] - Guangqi Technology's H1 revenue was 943 million yuan, with a net profit of 386 million yuan, showing a 6.75% increase [15] - Changrun Co. achieved H1 revenue of 1.4 billion yuan, with a net profit of 107 million yuan, despite a slight decline in revenue [17] - Longcheng Securities reported H1 revenue of 2.859 billion yuan, with a net profit of 1.385 billion yuan, reflecting a 91.92% increase [26] - Baofeng Energy's H1 revenue reached 22.82 billion yuan, with a 35% year-on-year increase [28]

Group 1 - The company received notification from its controlling shareholder, Tibet Yingbang Industrial Development Co., Ltd., regarding the release of part of its pledged shares [1] - As of the announcement date, the remaining pledged shares held by the controlling shareholder do not pose a risk of being forced to sell or freeze, ensuring no change in the company's actual control [1] - The company will continue to monitor the shareholder's pledge situation and related risks, adhering to legal disclosure requirements [1] Group 2 - The announcement includes a reference to the securities pledge registration certificate for the partial release of the pledge [2]