证券代码：003007 证券简称：直真科技 公告编号：2025-064 北京直真科技股份有限公司 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、股票交易异常波动的情况介绍 北京直真科技股份有限公司（以下简称"公司"）股票（证券简称：直真科 技，证券代码：003007）于 2025 年 7 月 25 日、7 月 28 日连续 2 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》的相关规定，属 于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司通过电话或函询等方式，对公司控股股东 和实际控制人、全体董事及高级管理人员进行了核实，现就有关核实情况说明如 下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司目前正在筹划向特定对象发行股票事项，后续实施尚存在不确定性。 公司将严格按照相关法律法规的要求，根据向特定对象发行股票事项的进展情况 及时履行审议程序及信息披露义务，具体详见公司在《证券时报》《中国证券报》 《上海证券报》和巨潮资讯网（www.cninfo.co ...

Group 1 - The 6G concept has seen a strong surge in the market, with companies like ShuoBeide rising nearly 17%, and others such as XingSen Technology and ZhiZhen Technology hitting the daily limit up [1] - The Ministry of Industry and Information Technology (MIIT) is committed to promoting high-quality development in the information and communication industry, focusing on network construction, application promotion, and technological innovation [1] - MIIT plans to accelerate the deployment of 5G-A and 10G optical networks, and enhance the national integrated computing power network system [1] Group 2 - The telecommunications industry in China has maintained stable operations in the first half of the year, with continuous growth in telecom business volume and expansion of user scales for 5G, gigabit, and IoT [2] - By 2025, the telecommunications sector is expected to experience a period of technological iteration and policy benefits, with new growth drivers from AI, quantum communication, and low-altitude economy [2] - There is an anticipated ongoing demand for communication infrastructure such as base stations, optical cables, and data centers, which will create new opportunities for devices, equipment, and service operations [2]

Investment Rating - The report suggests a focus on leading domestic generative large model companies such as iFlytek, as well as AI hardware companies like Yingshi Network, Hongsoft Technology, and Hesai Technology, indicating a positive investment outlook for these sectors [3]. Core Insights - The AI industry is expected to see significant growth, particularly in the second half of the year, with advancements in AI applications, smart driving, domestic substitution, and overseas expansion showing promising trends [5][12]. - The report highlights the performance of the AI computing sector, which is expected to maintain high growth, while AI applications are accelerating upward [11][13]. - The report anticipates that the overall revenue for the sector may be flat, but profit margins are expected to improve due to cost savings from AI integration and efficiency gains [5][12]. Summary by Sections Current Week's Insights - The report discusses the recent advancements in AI, including the release of the GR-3 model by ByteDance's Seed team, which demonstrates superior capabilities in real-world scenarios [5][12]. - The report notes that the AI industry chain, smart driving, and domestic substitution are expected to maintain good momentum, with a focus on AI applications showing accelerated growth [12]. Sector Performance - The report categorizes various sectors within the computer industry based on their growth potential, with AI computing and lidar maintaining high growth, while sectors like industrial software and medical IT are under pressure [11][13]. - The report indicates that the software outsourcing sector is stable, with new growth drivers emerging from AI, overseas expansion, and domestic substitution [13]. Market Review - From July 18 to July 25, 2025, the computer industry index rose by 1.71%, outperforming the CSI 300 index by 0.02 percentage points, indicating a positive market sentiment [14][19]. - The report highlights the top-performing companies in the computer sector during this period, showcasing significant gains for several firms [19]. Upcoming Events - The report mentions key upcoming events, including the second AI glasses industry innovation application summit and the 2025 World Artificial Intelligence Conference, which are expected to present opportunities within the industry [27][28].

一、行情回顾 市场全天震荡调整，三大指数小幅下跌。科创50指数午后涨超2%，半导体芯片股集体走强，阿石创涨停，寒武纪等涨超10%。AI应用方向走强，因赛集 团、汉王科技等涨停。下跌方面，雅江电站概念股集体调整，深水规院、华新水泥等多股跌停。个股涨跌互现，今日成交1.82万亿。 二、当日热点 1.国产芯片 国产芯片概念今日大涨，海立股份、阿石创、张江高科等多股涨停。寒武纪大涨12%。 消息上，据智通财经报道，近日，清华大学化学系许华平教授团队在极紫外（EUV）光刻材料上取得重要进展，开发出一种基于聚碲氧烷（Polytelluoxane, PTeO）的新型光刻胶，为先进半导体制造中的关键材料提供了新的设计策略。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 ◆ | 换手率 = | 流通市值⇒ | | | --- | --- | --- | --- | --- | --- | --- | --- | | 海立股份 | 6天3板 | 17.18 | +9.99% | 14:56:49 | 22.03% | 135.58亿 | 公司为. | | 600619.SS | | | | | | | 半年冷 ...

【导读】大科技普涨，人工智能概念走强 中国基金报记者 张舟 今天是7月25日星期五。基金君和你 一起关注上午的市场行情和最新资讯 ！ 7月25日上午，A股三大股指集体回调，沪指失守3600点关口，下挫至3593.38点。截至午间收盘，上证指数跌0.34%；深证成指跌 0.29%，创业板指跌0.32%。 沪深两市半日成交额为1.11万亿元，较上个交易日缩量94.5亿元。这是沪深两市成交额连续第42个交易日突破1万亿元。 个股跌多涨少，市场共2178只个股上涨，39只个股涨停，3052只个股下跌。 盘面上，大科技普涨。受昨日消息刺激，人工智能板块表现活跃，多模态模型、Kimi、ChatGPT概念股纷纷领涨；医疗板块继续上攻， CRO概念大涨；宠物经济、稀有金属概念股走强；软件、摩托车、软饮料、教育等板块火热。 而昨天的热门赛道海南自贸港概念股大幅下跌，大基建概念股整体走低，工程机械、建材、酒类、多元金融、钢铁、煤炭等板块走弱。 7月25日上午，在昨日消息刺激下，人工智能概念股爆发，AI芯片、大模型、智能安防等相关概念股表现突出。 | < W | 因赛集团(300781) | | | | | --- | --- | ...

Group 1: Stock Performance - Yiming Pharmaceutical achieved a 10.00% increase over two consecutive days, driven by developments in Tibet and medical technology [3] - Kantai Medical saw a first board listing with a 20.03% rise, attributed to medical device advancements [4] - Zhengchuan Co. also debuted on the first board with a 9.99% increase, linked to medicinal glass [3] - Yuheng Pharmaceutical and Tianmu Pharmaceutical both recorded first board listings with increases of 10.09% and 10.00% respectively, related to the pharmaceutical sector [3] Group 2: AI and Robotics - Zhi Zhen Technology and Zhongdian Xinlong both debuted on the first board with a 10.01% increase, associated with computing power and machine learning [6] - Hubei Broadcasting and Duolun Technology also saw first board listings with increases of 10.04% and 9.95%, driven by computing power and AI applications [7] - The M-Robots open-source project was announced, aiming to create a unified robot operating system [11] Group 3: Infrastructure and Energy - The announcement of a 1.2 trillion yuan investment in a super hydropower project has led to significant interest in related stocks [13][16] - Nanfang Road Machinery and Tuoshan Heavy Industry both achieved consecutive board listings with increases of 9.99% and 10.01%, linked to engineering machinery [15] Group 4: Tourism and Hospitality - The demand for various types of tourism, including educational and family trips, has surged, with national railways reporting 341 million passenger trips [18][19] - Sizhizang Tourism and Tianfu Cultural Tourism both recorded first board listings with increases of 9.99% and 10.04%, reflecting the growing tourism sector [20] Group 5: Market Trends - The stock market has shown a strong focus on sectors such as robotics, AI, and infrastructure, with multiple companies achieving significant stock price increases [22][23]

A股在线教育板块持续冲高，湖北广电、汉王科技、直真科技三股涨停，竞业达、多伦科技、中科金财 跟涨。 ...

智通财经7月25日电，云从科技涨超10%，直真科技涨停，天润科技、拓尔思、众诚科技涨超5%，汉得 信息、当虹科技、优刻得、恒为科技等跟涨。消息面上，7月26日至7月29日，2025世界人工智能大会 （WAIC）启幕，华为将首次线下展出昇腾384超节点真机。华为此前推出昇腾超节点技术，实现业界 最大规模的384卡高速总线互联。 华为算力概念股表现活跃 云从科技涨超10% ...

中国经济网北京7月24日讯直真科技（003007）(003007.SZ)近日披露的2025年半年度业绩预告显示，业 绩预告期间，该公司预计实现归属于上市公司股东的净亏损4,000万元至4,600万元，上年同期为亏损 2,317.57万元；预计实现扣除非经常性损益后的净亏损4,100万元至4,700万元，上年同期为亏损2,570.39 万元；基本每股收益为-0.39元/股至-0.45元/股，上年同期为-0.23元/股。 2024年，直真科技实现营业收入4.18亿元，同比下降4.19%；实现归属于上市公司股东的净利润3302.29 万元，同比下降57.59%；实现归属于上市公司股东的扣除非经常性损益的净利润2503.67万元，同比增 长72.10%。 直真科技首次公开发行股票募集资金总额为46,800.00万元，扣除发行费用后募集资金净额为40,816.54万 元。直真科技于2020年9月10日发布的招股说明书显示，该公司拟募集资金40,816.54万元，分别用于下 一代基础网络综合支撑系统、新一代家庭客户业务端到端支撑保障系统、新一代集团客户业务端到端支 撑保障系统、企业平台化经营管理支撑系统、研发中心、补充流 ...

Core Viewpoint - Huawei's computing concept is gaining traction in the market, with companies like Zhizhen Technology and Hengwei Technology reaching their daily limit up, driven by the upcoming World Artificial Intelligence Conference (WAIC) [1] Group 1: Market Activity - Huawei's computing concept stocks, including Zhizhen Technology and Hengwei Technology, saw significant price increases, with both reaching the daily limit up [1] - Other companies such as Qingyun Technology, Huayu Software, Youkede, Gaoxin Development, and Yakang Co. also experienced price increases, indicating a broader market interest in Huawei's technology [1] Group 2: Upcoming Events - The 2025 World Artificial Intelligence Conference (WAIC) is scheduled to take place from July 26 to July 29, which is expected to further boost interest in AI technologies [1] - Huawei will showcase its Ascend 384 super node hardware for the first time at this event, highlighting its advancements in high-speed interconnect technology [1]