关于签订战略合作协议的公告 证券代码：300810 证券简称：中科海讯 公告编号：2025-092 北京中科海讯数字科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、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、本次签订的战略合作协议为框架协议，系协议双方基于合作意愿达成的 战略性约定，最终能否实施及后续进展尚存在不确定性。若后续双方达成合作， 具体合作事宜将另行签署协议约定。公司将根据后续具体合作事项的进展情况， 按照有关法律法规的规定及时履行审批程序及信息披露义务，敬请广大投资者注 意投资风险。 2、本协议不涉及具体交易金额，预计不会对公司本年度经营业绩产生重大 影响，对公司未来年度经营业绩的具体影响存在不确定性。 3、截至本公告披露日，公司最近三年未披露其他战略合作协议。 一、协议签署概况 近日，北京中科海讯数字科技股份有限公司（以下简称"公司"）与广西北 部湾国际港务集团有限公司（以下简称"北部湾港集团"）在第 22 届中国—东盟 博览会签约仪式上签订了《战略合作协议》（以下简称"协议"或"本协议"）。 双方经友好协商，秉持"优势互补、强强联合"的合作宗旨，紧密围绕 ...

Summary of Key Points Core Viewpoint - The number of shareholders in 332 ChiNext stocks has decreased as of September 10, with 171 stocks experiencing a decline, and 14 of those seeing a drop of over 10% compared to the previous period [1]. Group 1: Shareholder Changes - The stock with the largest decrease in shareholder count is Chuangyitong, which has 10,574 shareholders, down 19.33% from August 31, with a cumulative drop of 7.63% in stock price since the concentration of shares began [1]. - Zhongke Haixun has 22,545 shareholders, a decrease of 17.37%, with a cumulative drop of 9.90% in stock price [1]. - Beifang Changlong has 27,361 shareholders, down 16.91%, with a significant cumulative drop of 32.13% in stock price [1]. Group 2: Continuous Shareholder Concentration - A total of 49 ChiNext stocks have shown a continuous concentration of shares, with some stocks experiencing a decline in shareholder count for more than three consecutive periods, and one stock has seen a decline for seven consecutive periods [1]. - Hahan Huadong has 18,467 shareholders, with a cumulative decline of 25.44% over seven periods [2]. - Fengshang Culture has 15,168 shareholders, down 37.88% over six periods, marking the largest cumulative decline [2]. Group 3: Market Performance - The average decline for concentrated stocks since September 1 is 1.53%, with notable increases in stocks like Xianxian Online and Kailong High-Tech, which rose by 61.11% and 41.12%, respectively [2]. - Industries with the most concentrated stocks include machinery, electronics, and basic chemicals, with 28, 19, and 18 stocks respectively [2]. Group 4: Fund Flow - As of September 18, 46 concentrated stocks have attracted leveraged funds, with notable increases in financing balances for stocks like Kailong High-Tech (up 86.83%), Weiteou (up 59.25%), and Tengya Precision (up 56.89%) [2].

Group 1 - A total of 770 stocks reported their latest shareholder numbers as of September 10, with 359 stocks showing a decrease compared to the previous period [1][3] - The largest decline in shareholder numbers was observed in Chengfei Integration, which saw a drop of 25.94% to 115,426 shareholders, alongside a cumulative decline of 23.59% in stock price since the concentration of shares [3][4] - Other notable declines included Chuangyitong, which decreased by 19.33% to 10,574 shareholders, and Zhongke Haixun, which fell by 17.37% to 22,545 shareholders [3][4] Group 2 - Among the concentrated stocks, 26% outperformed the Shanghai Composite Index, with an average decline of 0.57% since August 21, while the index rose by 1.74% [2] - Stocks with significant price increases since the last concentration period included Boyuan Co., which surged by 84.41%, and Dongshan Precision and Xingfu Blue Ocean, which also showed strong performance [2][3] Group 3 - The latest concentrated stocks list includes industries such as machinery, basic chemicals, and electronics, with 48, 35, and 33 stocks respectively [3] - The average decline for concentrated stocks since September 1 was 1.17%, with top performers including online and offline stocks, Kailong High-Tech, and Allianz Ruishi, which rose by 61.11%, 41.12%, and 38.97% respectively [3][4]

Market Overview - On September 18, the marine equipment sector declined by 1.74%, with China Shipbuilding Defense leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable stock performances included: - Yaxing Zhaolian (601890) increased by 5.28% to close at 9.97 [1] - Zhongke Haixun (300810) rose by 1.38% to 48.60 [1] - Jianglong Shipbuilding (300589) gained 0.85% to 13.10 [1] - China Marine Defense (600764) increased by 0.79% to 30.79 [1] - Hailanxin (300065) decreased by 0.59% to 18.49 [1] - Tianhai Defense (300008) fell by 1.55% to 6.36 [1] - Guorui Technology (300600) dropped by 1.64% to 16.16 [1] - China Shipbuilding (600150) declined by 2.27% to 35.25 [1] - China Shipbuilding Defense (600685) fell by 2.38% to 26.28 [1] Capital Flow - The marine equipment sector experienced a net outflow of 1.15 billion yuan from institutional investors, while retail investors saw a net inflow of 954 million yuan [1] - Detailed capital flow for selected stocks included: - Yaxing Zhaolian had a net inflow of 126 million yuan from institutional investors [2] - China Marine Defense saw a net inflow of 32 million yuan from institutional investors [2] - Zhongke Haixun had a net inflow of 18 million yuan from institutional investors [2] - Jianglong Shipbuilding recorded a net inflow of 15 million yuan from institutional investors [2] - Hailanxin had a net inflow of 9 million yuan from institutional investors [2] - Tianhai Defense experienced a net outflow of 19 million yuan from institutional investors [2] - China Shipbuilding Defense had a net outflow of 33 million yuan from institutional investors [2] - China Shipbuilding recorded a significant net outflow of 1.3 billion yuan from institutional investors [2]

Summary of Key Points Core Viewpoint The recent data indicates a significant decline in the number of shareholders for many stocks, with 344 out of 734 companies reporting a decrease in shareholder numbers as of September 10. This trend raises concerns about investor sentiment and market performance. Group 1: Shareholder Data - A total of 734 stocks reported their latest shareholder numbers as of September 10, with 344 showing a decline compared to the previous period [1][4]. - Among the stocks with a decline in shareholder numbers, 21 companies experienced a drop of over 10% [4]. - The largest decline was observed in Chengfei Integration, which saw a 25.94% decrease in shareholder numbers, totaling 115,426 [4]. Group 2: Stock Performance - Stocks with concentrated shareholding showed an average increase of 0.19% since September 1, with 29% outperforming the Shanghai Composite Index [2][4]. - Boyuan Co., Ltd. had the highest increase among stocks with declining shareholder numbers, rising by 88.53% since August 21 [3]. - The sectors with the most concentrated stocks include machinery, electronics, and basic chemicals, with 45, 33, and 33 stocks respectively [4]. Group 3: Market Trends - The overall market performance indicates a weaker trend for concentrated stocks, with an average increase of only 1.21% since August 21, compared to a 2.92% rise in the Shanghai Composite Index [2]. - The data suggests that while some stocks are gaining, the overall sentiment may be cautious due to the significant drop in shareholder numbers across many companies [1][4].

Core Insights - Deep-sea resource development focuses on areas deeper than 200 meters, encompassing strategic resources such as minerals, energy, and biological resources, which are crucial for overcoming land resource limitations and ensuring national security [1][2] - The Chinese government has integrated deep-sea development into its national security strategy, designating it as a strategic emerging industry in the 2025 government work report, supported by a special fund of 50 billion yuan for marine economy [1][5] - The industry is projected to reach a scale of 3.25 trillion yuan by 2025 and exceed 5 trillion yuan by 2030, driven by significant growth in oil and gas development, mining, and biopharmaceutical sectors [1][9] Industry Overview - Deep-sea resource development involves exploration, extraction, and utilization of resources in deep-sea areas, aiming to acquire strategic resources through advanced technologies [2][3] - The sector is categorized into five main types: deep-sea mineral resources, oil and gas resources, biological resources, energy resources, and spatial resources [3] Development Drivers - National strategy and policy support are key drivers, with deep-sea development included in China's national security framework and significant funding allocated to support technological advancements [5][6] - The high dependency on foreign oil and gas, with over 70% reliance, necessitates deep-sea oil and gas development as a strategic solution to energy security [5][6] - Technological breakthroughs and domestic equipment manufacturing have positioned China to lead in deep-sea resource development, enhancing its global competitiveness [6][7] Current Industry Status - The deep-sea economy is rapidly growing, with the marine economy reaching 10.54 trillion yuan in 2024, driven by significant demand in deep-sea oil and gas and biological resource development [8][9] - The deep-sea oil and gas sector has seen substantial advancements, with the first ultra-deepwater gas field "Deep Sea No. 1" entering production, marking China's entry into the global first tier of deep-sea oil and gas development [10][11] Corporate Landscape - Major companies in the deep-sea resource development sector include China National Offshore Oil Corporation, China Shipbuilding Industry Corporation, and others, forming a comprehensive ecosystem from resource development to equipment manufacturing [13][14] - The industry is characterized by a full-chain ecosystem that integrates resource development, equipment manufacturing, technological innovation, and regional collaboration [13][14] Future Trends - The industry is expected to evolve towards technological integration and intelligence, with AI and quantum sensing driving automation and efficiency in exploration and extraction processes [15][16] - Environmental sustainability will become a core focus, with the adoption of eco-friendly technologies and the establishment of monitoring systems to minimize ecological impact [16][17] - Expansion into ultra-deepwater and polar regions will reshape the competitive landscape, necessitating international cooperation and standard-setting to address high costs and technical challenges [17][18]

Group 1 - A total of 697 stocks reported their latest shareholder numbers as of September 10, with 327 stocks showing a decline compared to the previous period [1][3] - The largest decline in shareholder numbers was observed in Chengfei Integration, which saw a decrease of 25.94% to 115,426 shareholders, alongside a cumulative drop of 22.19% in stock price since the concentration of shares [3][4] - Other notable declines included Chuangyitong, with a 19.33% drop in shareholder numbers to 10,574, and a cumulative stock price decrease of 6.73% [3][4] Group 2 - Among the concentrated stocks, 30% outperformed the Shanghai Composite Index, with an average increase of 0.96% since August 21, compared to the index's 2.54% rise [2] - Stocks with a decline of over 10% in shareholder numbers included 20 companies, with Boyuan Co. leading with a 95.76% increase in stock price since August 21 [2][3] - The average decline in shareholder numbers for the latest concentrated stocks was 0.04% since September 1, with top performers including Xianyang Online and Hengbo Co., which rose by 51.07%, 38.35%, and 35.44% respectively [3][4] Group 3 - The industries with the highest concentration of stocks included machinery equipment, electronics, and basic chemicals, with 45, 32, and 30 stocks respectively [3][4] - The report highlighted that the stocks with significant shareholder number declines also experienced notable stock price fluctuations, indicating potential investment opportunities and risks [3][4]

Market Performance - The marine equipment sector experienced a significant increase of 40.79% on September 16, with Zhongke Haixun leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Individual Stock Performance - Zhongke Haixun (300810) closed at 47.27, with a rise of 6.34% and a trading volume of 87,900 shares, amounting to a transaction value of 404 million yuan [1] - Hailanxin (300065) closed at 68.81, up 1.23%, with a trading volume of 374,300 shares and a transaction value of 694 million yuan [1] - Tianhai Defense (300008) closed at 6.53, with a slight increase of 0.62% [1] - Jianglong Shipbuilding (300589) closed at 13.13, up 0.54% [1] - Yaxing Anchor Chain (601890) closed at 9.52, up 0.42% [1] - Guorui Technology (300600) closed at 16.22, down 0.31% [1] - China Marine Defense (600764) closed at 30.21, down 0.56% [1] - Zhongchuan Defense (600685) closed at 26.74, down 2.05% [1] - China Shipbuilding (600150) closed at 37.04, down 3.82% with a significant trading volume of 1,449,700 shares and a transaction value of 5.41 billion yuan [1] Fund Flow Analysis - The marine equipment sector saw a net outflow of 1.063 billion yuan from institutional investors, while retail investors contributed a net inflow of 932 million yuan [1] - The detailed fund flow for individual stocks indicates varying levels of net inflow and outflow among different companies, with Zhongke Haixun experiencing a net inflow of 31.29 million yuan from institutional investors [2] - Other stocks like Tianhai Defense and Guorui Technology faced net outflows from institutional investors, while retail investors showed positive net inflows for several stocks [2]

资料显示，北京中科海讯数字科技股份有限公司位于北京市海淀区地锦路15号院6号楼，成立日期2005 年7月18日，上市日期2019年12月6日，公司主营业务涉及声纳领域相关产品的研发、生产和销售。主营 业务收入构成为：信号处理平台41.94%，水声大数据与仿真系统39.42%，声纳系统17.69%，其他 0.95%。 9月16日，中科海讯涨5.33%，截至发稿，报46.82元/股，成交2.14亿元，换手率4.18%，总市值55.27亿 元。中科海讯股价已经连续3天上涨，区间累计涨幅3.42%。 责任编辑：小浪快报 长城久嘉创新成长混合A（004666）基金经理为尤国梁。 截至发稿，尤国梁累计任职时间5年330天，现任基金资产总规模38.05亿元，任职期间最佳基金回报 140.03%， 任职期间最差基金回报-15.93%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从中科海讯十大流通股东角度 数据显示，长城基金旗下1只基金位居中科海讯十大流通股东。 ...

证券日报网讯中科海讯9月15日在互动平台回答投资者提问时表示，截至2025年9月10日，公司含信用账 户合并名册全体股东户数为22545户。 （文章来源：证券日报） ...