截至8月7日收盘，420只个股连续上涨5个交易日及以上。凡拓数创连续上涨11个交易日，四川九洲、长 城军工连续上涨9个交易日。从累计涨幅来看，长城军工连涨期间累计涨幅达79.94%，佳缘科技连涨期 间累计涨幅达79.93%。 (本文来自第一财经) ...

Core Viewpoint - Jiarun Technology announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of 39.10% over three consecutive trading days from August 4 to August 6, 2025 [1] Group 1 - The company confirmed that there are no corrections or supplements needed for previously disclosed information [1] - The company did not find any recent media reports that could have significantly impacted its stock price [1] - There have been no significant changes in the company's recent operational conditions or external business environment [1]

每经AI快讯，8月7日，军工板块震荡回升，七一二午后涨停，佳缘科技、国机精工此前封板，捷强装 备涨超10%，长城军工、万里马、航天智装等涨幅居前。 （文章来源：每日经济新闻） ...

Group 1 - Institutions ranked 28 stocks today, with net purchases of 14 stocks and net sales of 14 stocks [1] - The top three stocks with the highest institutional purchases were Tongling Nonferrous Metals (CNY 101 million), Jiayuan Technology (CNY 9.375 million), and Chengyi Pharmaceutical (CNY 88.38 million) [1][3] - Tongling Nonferrous Metals saw a price increase of 10.11% [2] Group 2 - A recent collapse at Chile's El Teniente mine, operated by Codelco, resulted in 6 fatalities and has halted production, affecting over 25% of Codelco's total output [3] - Codelco produced 356,000 tons of copper last year, and Tongling Nonferrous Metals is one of the largest cathode copper producers in China, with an annual production capacity exceeding 1.7 million tons [3] - China Shipbuilding Industry Corporation announced plans to absorb China Shipbuilding Industry Co., Ltd. through an A-share stock issuance [3] Group 3 - At the Ascend Computing Industry Development Summit on August 5, CANN announced it will fully open-source its platform [4] - Financial securities believe that building an ecosystem is an inevitable trend, and China needs to accelerate the improvement of underlying architectures like CANN to enhance compatibility with CUDA [4] - Dongfang Guoxin's AI deep learning application products have achieved compatibility certification with Huawei's Ascend and Harmony, further enhancing performance to meet customer needs [4]

二、公司关注及核实情况的说明 证券代码：301117 证券简称：佳缘科技 公告编号：2025-050 佳缘科技股份有限公司 关于公司股价异动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，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具体情况 佳缘科技股份有限公司（以下简称"公司"）股票交易价格连续三个交易日 （2025 年 8 月 4 日、2025 年 8 月 5 日、2025 年 8 月 6 日）收盘价格涨幅偏离值 累计达到 39.10%（超过 30%），根据深圳证券交易所相关规定，属于股票交易异 常波动情形。 针对公司股价异常波动，公司董事会通过电话、现场等问询方式，对公司控 股股东、实际控制人及公司全体董事、高级管理人员就相关事项进行了核实，现 就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司目前的经营情况正常，近期公司经营情况及内外部经营环境未发生 重大变化； 公司董事会确认，除在指定媒体已公开披露的信息外，公司目前没有任何根 据《深圳证券交易所创业板股票上市规则》等有关规定应予以披露而未披露的事 3、除已披露的公告外，公司未发现近期 ...

Market Overview - On August 6, the computer equipment sector rose by 0.8%, with Jiayuan Technology leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Stock Performance - Jiayuan Technology (301117) closed at 35.72, with a significant increase of 19.99% and a trading volume of 165,400 shares, totaling a transaction value of 564 million yuan [1] - Other notable performers included: - Siwei Liekong (603508) with a closing price of 32.78, up 10.00% [1] - Chunzong Technology (603516) at 78.91, up 8.60% [1] - Huihan Co., Ltd. (301600) at 125.00, up 5.83% [1] - Huijin Co., Ltd. (300368) at 12.60, up 5.44% [1] Capital Flow - The computer equipment sector experienced a net outflow of 541 million yuan from institutional investors, while retail investors saw a net inflow of 770 million yuan [2][3] - Jiayuan Technology had a net inflow of 1.44 billion yuan from institutional investors, despite a net outflow from both retail and speculative investors [3] - Other companies with significant capital flows included: - China Great Wall (000066) with a net inflow of 1.03 billion yuan from institutional investors [3] - Tongfang Co., Ltd. (600100) with a net inflow of 67.81 million yuan [3]

Group 1 - The A-share market is experiencing strong performance in the military industry stocks, with several companies showing significant price increases [1] - Notable stock performances include Huami New Materials rising by 20.06%, Jiayuan Technology hitting a 20% limit up, and Guorui Technology increasing by 17.39% [2] - Other companies such as Beifang Changlong, Robot, and Chenxi Aviation also saw substantial gains, with increases of over 15% [1][2] Group 2 - The total market capitalization of Huami New Materials is approximately 44.88 billion, with a year-to-date increase of 79.26% [2] - Jiayuan Technology has a market cap of 46.14 billion and a year-to-date increase of 63.40% [2] - Guorui Technology's market cap stands at 59.58 billion, with an impressive year-to-date increase of 166.10% [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300455 | 航天智装 | 17.03 | 16.48% | 102.46万 | 17.38 Z | | 603516 | 淳中科技 | 72.66 | 10.01% | 18.37万 | 12.847 | | 300368 | 汇金股份 | 11.95 | 9.83% | C 99.99万 | 11.60亿 | | 301117 | 佳缘科技 | 29.77 | 7.09% | 1 26.80万 | 8.07亿 | | 301330 | 熵基科技 | 30.77 | 6.03% | 18.50万 | 5.54亿 | | 300807 | 天迈科技 | 50.68 | 6.00% | 5.72万 | 2.87亿 | | 430090 | 同辉信息 | 9.02 | 3.68% | 13.48万 | 1.20亿 | | 603106 | 恒银科技 | 10.63 | 3.61% | 21.36万 | 2.24亿 | | 002577 | 富柏科技 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 873690 | 捷众科技 | 1 | 18.62 | 20.45亿 | 74.98 | | 301357 | 北方长龙 | 1 | 12.31 | 123亿 | 287.82 | | 601606 | 长城车工 | 1 | 9.99 | 309亿 | 263.18 | | 000901 | 航天科技 | 4 + | 9.62 | 116亿 | 32.91 | | 836247 | 华密新材 | 1 | 8.72 | 36.16亿 | 44.40 | | 688788 | 科思科技 | 1 | 8.62 | 124亿 | 270.39 | | 300490 | 华自科技 | | 8.62 | 41.70亿 | 32.74 | | 002046 | 国机精工 | 1 | 8.44 | 123亿 | 66.42 | | 688626 | 翔宇医疗 | | 8.36 | 81.28亿 | 73.88 | | 002519 | 银河电子 | 张 | 8.28 | ...

Core Viewpoint - The satellite internet and commercial aerospace sectors are experiencing significant activity and growth, driven by recent successful satellite launches and supportive government policies [1][3]. Group 1: Market Activity - On August 5, the satellite ETF (159206) rose by 1.52%, with key stocks like Aerospace Intelligent Equipment hitting the daily limit up [1]. - The satellite internet sector saw a 2.61% increase, while commercial aerospace rose by 2.18% [2]. - Notable stock performances included Aerospace Intelligent Equipment up by 19.97%, Jiayuan Technology up by 10.25%, and Qiyuan Technology up by 8.90% [2]. Group 2: Recent Developments - On August 4, China successfully launched the low Earth orbit satellite group 07 using the Long March 12 rocket, marking a successful mission [2]. - The recent launches of low Earth orbit satellite groups 05 and 06 set a record for the shortest launch interval of three days, indicating rapid progress in high-density networking [3]. Group 3: Policy and Industry Outlook - The Hainan provincial government has initiated a three-year action plan (2025-2027) to accelerate the development of a modern industrial system, focusing on the commercial aerospace industry [3]. - The plan aims to enhance the capabilities of commercial launch sites and promote the construction of satellite manufacturing centers, with a target revenue of 10 billion yuan for the Wenchang International Aerospace City by 2027 [3]. - The commercial aerospace sector is expected to benefit from a favorable policy environment and a shift in industry dynamics, with anticipated tests of reusable rockets and increased satellite launch frequency [3]. Group 4: Market Demand and Future Prospects - The global military trade sector is entering a growth phase, with commercial aerospace exhibiting characteristics of the defense industry [4]. - There is a strong demand for satellite communication, with over 6 million global users, indicating potential for expansion in mobile and automotive satellite connectivity [5]. - Satellite communication is positioned as a foundational technology for 6G, supporting applications in autonomous driving, low-altitude economy, and the Internet of Things [5].