资料显示，北京直真科技股份有限公司位于北京市昌平区科技园区中兴路10号C207，公司的主营业务 是信息通信技术(ICT)运营管理领域的软件开发、技术服务、系统集成以及第三方软硬件销售业务，专 注于为电信运营商和大型企业客户提供运营支撑系统(OSS)全面解决方案。公司拥有自主知识产权的系 列化软件产品，能够覆盖中国移动、中国电信、中国联通三大电信运营商的集团总部、省级公司、专业 公司及其他行业客户的网络和信息技术方面的运营管理及支撑需求。 截至3月31日，直真科技股东户数1.5万，人均流通股4953股。 2025年1月-3月，直真科技实现营业收入3599.02万元，同比减少34.72%；归属净利润-2939.76万元，同 比减少103.22%。 8月5日，直真科技盘中上涨6.74%，截至13:44，报38.48元/股，成交2.83亿元，换手率10.45%，总市值 40.02亿元。 ...

New Stock Listings - HanGao Group listed on July 30, 2025, with an issue price of 15.43[1] - *ST Zitian and *ST Suwu are under severe abnormal fluctuations as of July 30, 2025[1] - Tianlu Convertible Bonds listed on July 30, 2025, with a risk warning[1] Market Alerts - Multiple stocks including *ST Xinchao and *ST Yuancheng are flagged for severe abnormal fluctuations on July 30, 2025[1] - New listings include companies like Xianghe Precision and Shenshui Planning, with announcements made on July 30, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1] Trading Insights - The report highlights the importance of monitoring newly listed stocks for potential volatility and investment opportunities[1] - Investors are advised to review the latest announcements and risk warnings associated with these stocks to make informed decisions[1]

NO.1 全球首个机器人6S店在深圳开业 据"广东发布"微信公众号7月29日消息，全球首家机器人"6S店"7月28日在深圳龙岗开业，店内集聚数百种机器人及配套零部件，深圳乃 至国内的机器人头部企业纷纷入驻展示。当天，多家企业带来的产品涵盖了家庭服务、医疗辅助、工业巡检、教育陪伴等多个领域。 点评：机器人"6S店"涵盖销售、零配件供应、售后服务、信息反馈、租赁及个性化定制服务，能为机器人企业提供场景落地的全流程 验证服务，完善了机器人产业的服务链条。 NO.2 澳门上半年酒店客房平均入住率近九成 7月29日，澳门特区政府统计暨普查局资料显示，2025年上半年，澳门酒店业场所的客房平均入住率为89.1%，较上一年增加5.1个百分 点。上半年末，澳门向公众提供住宿服务的酒店业场所共147间，较上一年增加4间，可提供客房数目同比减少3.8%至4.5万间。 点评：尽管客房总数同比减少，平均入住率逆势攀升至89.1%，这反映了澳门酒店业正从"规模扩张"转向"质量优化"。 NO.3惠州空气质量排名全国第四 据"惠州发布"微信公众号7月29日消息，生态环境部发布的通报显示，在全国168个重点城市空气质量排名中，惠州位居第四位 ...

直真科技今日下跌9.82%，全天换手率24.84%，成交额7.40亿元，振幅8.55%。龙虎榜数据显示，营业部席位合计净卖出4619.03万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-10.28%上榜，营业部席位合计净卖出4619.03万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.30亿元，其中，买入成交额为4214.56万元，卖出成交额为8833.58万元，合计净 卖出4619.03万元。 具体来看，今日上榜营业部中，第一大买入营业部为东方财富证券股份有限公司拉萨团结路第一证券营业部，买入金额为860.64万元，第一大卖 出营业部为国金证券股份有限公司上海奉贤区金碧路证券营业部，卖出金额为2257.92万元。 资金流向方面，今日该股主力资金净流出9714.85万元，其中，特大单净流出5910.26万元，大单资金净流出3804.59万元。近5日主力资金净流出 6011.11万元。（数据宝） 直真科技7月29日交易公开信息 （原标题：直真科技跌9.82%，上榜营业部合计净卖出4619.03万元） | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | - ...

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 ...

直真科技（003007）公告，公司股票于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%，属于股票交易异常波动。公司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。此外，公司不存在其他关于公司的应披露而未披露的重大事项，或处于筹划阶段的重大事项。公司 近期经营情况正常及内外部经营环境未发生重大变化。股票异常波动期间，公司控股股东、实际控制人 不存在买卖公司股票的情形。 ...

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].

Market Overview - The market experienced fluctuations with all three major indices slightly declining. The STAR Market 50 Index rose over 2% in the afternoon, driven by strong performance in semiconductor stocks, with companies like Astone and Cambrian Technology hitting the daily limit. AI application stocks also performed well, with companies such as Insigma and Hanwang Technology reaching their daily limits. Conversely, stocks related to the Yajiang Hydropower Station saw collective adjustments, with several stocks hitting the daily limit down. Overall, individual stocks showed mixed performance, with a total trading volume of 1.82 trillion yuan [1]. Key Highlights Domestic Semiconductor Sector - The domestic semiconductor sector saw significant gains, with stocks like Haili Co., Astone, and Zhangjiang Hi-Tech hitting their daily limits. Cambrian Technology surged by 12%. Recent advancements in extreme ultraviolet (EUV) lithography materials by a research team from Tsinghua University have provided new design strategies for critical materials in advanced semiconductor manufacturing [3][4]. AI and Computing Power - Stocks related to computing power surged, with companies like Zhizhen Technology, Yanhua Intelligent, and Hubei Broadcasting hitting their daily limits. The upcoming World Artificial Intelligence Conference (WAIC) in Shanghai, where Premier Li Qiang will deliver a speech, is expected to showcase over 50 AI terminals and numerous new products. OpenAI is also set to release the GPT-5 model soon [6][9]. Robotics Sector - The robotics sector showed active performance, with stocks like Yokogawa Precision and Quanzhu Co. hitting their daily limits. The upcoming World Robot Conference, scheduled for August 8-12, is anticipated to be the largest and most prestigious event in China's robotics field, focusing on making robots smarter and more capable [10][12]. Market Trends and Projections - The global lithography machine market is projected to reach $37.81 billion by 2029, with a compound annual growth rate (CAGR) of 5.0% from 2024 to 2034. The domestic market for lithography materials is expected to grow significantly, with current domestic production rates at 20-25% and strong future growth potential [4][5]. Investment Opportunities - The domestic semiconductor industry's rapid expansion is creating more market opportunities for domestic lithography materials. The global lithography materials market is expected to reach $7.5 billion by 2028, with a CAGR of approximately 8.7% [5]. AI Application Market - The IDC predicts that the generative AI market will support the development of security intelligent agents, with the market size in China expected to reach $1.6 billion by 2028, reflecting a CAGR of over 230% [9]. Stock Performance - Notable stock performances include Haili Co. (+9.99%), Astone (+19.99%), and Cambrian Technology (+12.17%). The overall market sentiment remains positive, particularly in technology sectors [4][7][17].

Core Viewpoint - The article highlights a strong performance in the technology sector, particularly in artificial intelligence (AI) stocks, amidst a general market pullback in A-shares on July 25, 2023 [2][5][10]. Market Overview - On July 25, A-shares experienced a collective pullback, with the Shanghai Composite Index falling to 3593.38 points, down 0.34% [2]. - The trading volume in the Shanghai and Shenzhen markets reached 1.11 trillion yuan, a decrease of 94.5 billion yuan from the previous trading day, marking the 42nd consecutive day of trading volume exceeding 1 trillion yuan [4]. Sector Performance - The technology sector saw widespread gains, particularly in AI-related stocks, which were stimulated by recent news. Key concepts like multimodal models, Kimi, and ChatGPT led the rally [5][11][14]. - The medical sector also performed well, with the CRO (Contract Research Organization) concept experiencing significant gains [20][21]. - Conversely, the Hainan Free Trade Port concept stocks and major infrastructure sectors faced substantial declines [6]. Notable Stocks - AI application stocks showed remarkable performance, with companies like Yinsai Group hitting the 20% limit up, and others like CloudWalk Technology and EasyPoint Technology also showing strong gains [15][19]. - The medical sector saw notable increases, with companies like Nanwei Medical and Kangtai Medical achieving significant price jumps [21][22]. Upcoming Events - The World Artificial Intelligence Conference is set to take place on July 26, 2025, in Shanghai, with expectations of positive impacts on the AI sector due to the attendance of high-profile figures, including the Chinese Premier [16]. Policy and Economic Context - Recent policies, including the introduction of guidelines for AI-generated content, aim to foster innovation in the AI sector. Shanghai's AI industry saw a 29% year-on-year growth in the first quarter, with profits increasing by 65% [18]. - The National Medical Insurance Administration is actively promoting innovation in the medical field, which is expected to further boost the performance of medical stocks [23].