行业周报 | 北交所 核心结论 北交所市场复盘：当周北交所全部 A 股日均成交额达 237.6 亿元，环比下跌 5.3%。当周北证 50 收涨 1.56%，当周日均换手率达 2.5%。当周涨幅前五 大个股分别为：华密新材（34.0%%）、交大铁发（25.6%）、广信科技（23.6%）、 倍益康（21.9%）、远航精密（19.2%）；跌幅前五大个股分别为：广道数字 （-22.3%）、生物谷（-15.8%）、迅安科技（-11.1%）、云创数据（-10.1%）、 大唐药业（-9.5%）。 重点新闻及政策：1）我国在艾滋病疫苗研发领域取得重要进展：近日，中国 疾控中心艾防中心等团队完成我国首个复制型天坛痘苗载体艾滋病疫苗 I 期 临床试验；2）上海：吸纳更多集成电路、生物医药、人工智能等产业领域 企业加入"探索者计划"：上海市人民政府办公厅印发《若干措施》支持企 业与政府深入实施"探索者计划"。充分发挥政府引导作用，支持企业面向 经济社会发展急需领域和重大需求，布局基础研究项目；3）央行等七部门 联合发文，事关金融支持新型工业化：央行等七部门联合发文，加快金融强 国和制造强国建设，为推进新型工业化提供高质量金融服务。 ...

Trading Activity - The average daily trading volume on the Beijing Stock Exchange (BSE) decreased by 5.30% to 23.773 billion yuan compared to the previous week[1] - The average turnover rate for the BSE was 26.75% during the week[7] - The BSE's trading volume accounted for 1.40% of the total market, remaining stable compared to the previous week[11] Market Indices - The North Exchange 50 Index rose by 1.56% during the week, continuing its narrow fluctuations since reaching a year-to-date high on May 21[14] - Other indices such as the Sci-Tech 50 and the CSI 1000 also saw increases of 0.65% and 2.51% respectively[13] Sector Performance - Among the 24 sectors on the BSE, 13 sectors, including petrochemicals, had a positive median increase, while 10 sectors, including transportation, had negative median changes[21] - The petrochemical sector led with a median increase of 5.01%, while the transportation sector had a median decrease of -3.55%[21] Individual Stock Performance - 51.85% of the 270 stocks listed on the BSE saw price increases, with Huami New Materials leading with a rise of 33.97%[28] - Conversely, *ST Guandao experienced a significant drop of -22.31%[28] New Listings and IPOs - Two new stocks were offered for subscription, and one stock was listed during the week[38] - The newly listed stock, Youli Intelligent, saw a first-day price increase of 271.09% compared to its issue price[41] New Third Board Activity - The trading volume on the New Third Board increased by 35.45% compared to the previous week, with a total of 6,026 listed companies[34] - The trading amounts for the innovation layer and basic layer were 1.411 billion yuan and 213 million yuan respectively, showing a decrease of 38.87% and 16.44%[35]

行业日报 | 北交所 震荡调整，雅江板块活跃，关注业绩确定性及稀缺性品种 2025 年 08 月 11 日 证券研究报告 北交所市场点评——20250808 核心结论 行情回顾：1）指数层面：8 月 8 日北证 A 股成交金额达 263.0 亿元，较上 一交易日减少 9.5 亿元，北证 50 指数收盘价为 1441.72，下跌 1.22%， PE_TTM 为 67.30 倍。北证专精特新指数收盘价为 2485.10，下跌 1.65%。 2）个股层面：当日北交所 270 家公司中 65 家上涨，5 家平盘，200 家下跌。 其中涨幅前五的个股分别为：交大铁发（23.7%）、铁拓机械（11.3%）、 广信科技（10.7%）、五新隧装（10.3%）、戈碧迦（9.4%）；跌幅前五的 个股分别为：华密新材（-12.5%）、众诚科技（-8.9%）、阿为特（-6.9%）、 三维股份（-6.4%）、广道数字（-5.8%）。 新闻汇总：1）"华龙一号"添新成员 浙江金七门核电 1 号机组核岛建设全 面启动：位于浙江宁波的金七门核电 1 号机组核岛混凝土开始浇筑，核岛建 设全面启动，"华龙一号"核电机组再添新成员。2）ChatG ...

Core Viewpoint - *ST Guangdao (839680) experienced a significant decline of 8.30% in its stock price, with a trading volume turnover rate of 27.27% and a total transaction amount of 1.11 billion yuan on the day of reporting [2] Trading Data Summary - The stock was listed on the龙虎榜 due to its high turnover rate, with a net buying amount of 0.97 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 22.80 million yuan, with a buying transaction amount of 11.41 million yuan and a selling transaction amount of 11.40 million yuan, resulting in a net buying of 0.97 million yuan [2] - The largest buying brokerage was 东方财富证券 (Dongfang Caifu Securities) from 拉萨东城区 (Lhasa East District) with a buying amount of 2.37 million yuan, while the largest selling brokerage was 国信证券 (Guo Xin Securities) from 佛山三水新城 (Foshan Sanshui New City) with a selling amount of 2.50 million yuan [2] Historical Performance - Over the past six months, *ST Guangdao has appeared on the龙虎榜 21 times, with an average stock price increase of 0.65% the day after being listed and an average decline of 5.07% in the following five days [2]

每经讯，2025年8月11日，北交所上市公司*ST广道（839680，收盘价：8.62元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日换手率达到27.27%，成交数量1278.71万股，成交金额1.11亿元。买一席位为东方财富证券股份有限公司拉萨东城区江苏 大道证券营业部，买入237.45万元；卖一席位为国信证券股份有限公司佛山三水新城证券营业部，卖出249.7万元。 （记者 胡玲） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 | | 2025-08-11*ST广道 (839680) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额 | 卖出金额 | | | | (元) | (元) | | ポリ | 东方财富证券股份有限公司拉萨东城区江苏大道证券营业 | 2374500.6 | 955400.14 | | | 都 | | | | 买2 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 2078240.84 | 978665.42 | | ग्रेउ | 东方财富证券股份有限公司拉 ...

Market Performance - The A-share market saw collective gains across major indices from August 4 to August 8, with the Shanghai Composite Index rising by 2.11% to close at 3635.13 points, the Shenzhen Component Index increasing by 1.25% to 11128.67 points, and the ChiNext Index up by 0.49% to 2333.96 points [1] - Over 74% of stocks experienced gains during the week, with 213 stocks rising over 15%, 42 stocks over 30%, and 15 stocks declining over 15% [1] Top Performing Stocks - Jiarun Technology (301117.SZ) led the weekly gainers with a rise of 63.29%, followed by Guojin Precision (002046.SZ) at 61.05%, and several others exceeding 49% [2][3] - The commercial aerospace sector has been a significant driver for these gains, particularly for Jiarun Technology, which is categorized under the defense and military industry [3] Commercial Aerospace Developments - The commercial aerospace sector is experiencing rapid growth, with a notable increase in satellite launch frequency since July 2025, indicating a shift towards a faster network deployment phase [7] - The launch of the "Jili Satellite Group 04" with 11 satellites is scheduled for August 9, further emphasizing the sector's expansion [8] Company Specifics - Jiarun Technology specializes in coding theory, artificial intelligence research, and commercial password products, with a total market capitalization of 5.3 billion yuan as of August 8 [5][3] - The company reported a significant stock price increase due to favorable market conditions and confirmed that its operational status remains normal despite recent trading volatility [6][8] Underperforming Stocks - *ST Guandao (839680.BJ) was the worst performer, with a decline of 22.31% during the week, following a period of significant price volatility [10][11] - The company faces severe financial challenges, including a potential forced delisting due to substantial financial misconduct, with a reported net profit of -6.74 million yuan and a revenue drop of 59.06% year-on-year [14][13]

Core Viewpoint - Shenzhen Guangdao Digital Technology Co., Ltd. faces significant risk of being forcibly delisted due to major legal violations, as indicated by the China Securities Regulatory Commission's investigation and subsequent notice [2][3][4]. Group 1: Legal and Regulatory Issues - The company was investigated by the China Securities Regulatory Commission on December 4, 2024, for suspected violations of information disclosure laws [2][3]. - On June 13, 2025, the company received an administrative penalty notice, indicating that it may be subject to major legal violations leading to forced delisting [2][3]. - The company has issued multiple risk warnings regarding the potential for forced delisting, with the first warning issued on June 13, 2025, and subsequent warnings issued on June 23, June 25, July 4, July 11, July 18, July 25, and August 1, 2025 [3][4]. Group 2: Stock Market Implications - If the company receives an administrative penalty decision that triggers major legal violations, its stock will be suspended from trading until the Beijing Stock Exchange makes a decision on whether to terminate its listing [2][3]. - The trading period for the delisting arrangement will last for 15 trading days, during which there will be no price limits on the stock [2][3]. - The company has not planned any major restructuring activities, such as debt restructuring or asset injections, and warns investors about the risks of stock price speculation [3][5].

证券代码：839680 证券简称：*ST 广道 公告编号：2025-070 深圳市广道数字技术股份有限公司 关于公司股票可能被实施重大违法强制退市的第九次风险提示 公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 特别提示：公司存在重大违法强制退市风险。深圳市广道数字技术股份有限 公司（以下简称"公司"）于 2024 年 12 月 4 日被中国证券监督管理委员会（以下 简称"中国证监会"）立案调查。公司于 2025 年 6 月 13 日收到中国证券监督管理 委员会《行政处罚事先告知书》（【2025】12 号）（以下简称"《告知书》"）， 根据《告知书》认定情况，公司可能被实施重大违法强制退市。根据《北京证券 交易所股票上市规则》10.5.4 条，在被实施退市风险警示期间，收到相关行政处 罚决定书，可能触及重大违法类强制退市情形的，公司将及时披露有关内容，并 于公告披露日的次一交易日起长期停牌，直至北京证券交易所将依法依规作出是 否终止公司股票上市的决定。根据《北京证券交易所股票上市规则》第 10.6 ...

一、本次重大诉讼事项受理的基本情况 收到应诉通知书的日期：2025 年 8 月 4 日 诉讼受理日期：2025 年 7 月 1 日 受理法院的名称：深圳市南山区人民法院 证券代码：839680 证券简称：*ST 广道 公告编号：2025-069 深圳市广道数字技术股份有限公司涉及诉讼的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 姓名或名称：深圳市广道数字技术股份有限公司（被告一，以下简称"公司"） 法定代表人/法定代理人/其他负责人：金文明 诉讼代理人及所属律所：王少梁、广东君诚律师事务所 姓名或名称：金文明（被告二） 法定代表人/法定代理人/其他负责人：不涉及 诉讼代理人及所属律所：王少梁、广东君诚律师事务所 姓名或名称：赵璐（被告三） 法定代表人/法定代理人/其他负责人：不涉及 诉讼代理人及所属律所：王少梁、广东君诚律师事务所 （三）纠纷起因及基本案情： 2023 年 10 月 11 日，原告与被告一签订了编号为"2023SC000062940"的《综 合授信额度合同》，约定：1、原告为被 ...

证券代码：839680 证券简称：*ST 广道 公告编号：2025-068 深圳市广道数字技术股份有限公司涉及诉讼的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、本次重大诉讼事项受理的基本情况 收到应诉通知书的日期：2025 年 8 月 4 日 诉讼受理日期：2025 年 5 月 28 日 受理法院的名称：深圳市罗湖区人民法院 二、有关重大诉讼事项的基本情况和进展情况 （一）（原告/上诉人）基本信息： 姓名或名称：深圳市高新投融资担保有限公司 法定代表人/法定代理人/其他负责人：樊庆峰 诉讼代理人及所属律所：无、无 其他信息：无 （二）（被告/被上诉人）基本信息： 姓名或名称：深圳市广道数字技术股份有限公司（被告一，以下简称"公司"） 法定代表人/法定代理人/其他负责人：金文明 诉讼代理人及所属律所：王少梁、广东君诚律师事务所 法定代表人/法定代理人/其他负责人：不涉及 诉讼代理人及所属律所：王少梁、广东君诚律师事务所 （三）纠纷起因及基本案情： 2024 年 6 月 17 日，被告一与深圳 ...