人民财讯8月5日电，中科曙光（603019）8月5日晚间发布2025年半年度业绩快报，公司上半年实现营业 总收入58.54亿元，同比增长2.49%；归母净利润7.31亿元，同比增长29.89%；基本每股收益0.5元。 ...

| 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 ...

评级调高方面，8月4日，券商调高上市公司评级达到1家次，最新数据包括了华创证券对九号公司的评 级从"推荐"调高至"强推"。 | | | | 1家最新被调高评级的公司 | | | | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 此前评级 | 最新评级 | 行业 | | 689009 | 九号公司 | 华创证券 | 推荐 | 强推 | 摩托车及其他 | | | | | 日期: 08月04日,南财投研通×南财快讯制图 | | | 首次覆盖方面，8月4日券商共给出了12次首次覆盖，其中创业环保（600874）获得华源证券给予"买 入"评级，山东威达（002026）获得华安证券（600909）给予"买入"评级，正裕工业（603089）获得东 北证券给予"买入"评级，铁大科技获得东吴证券给予"买入"评级，耐普矿机（300818）获得国海证券给 予"买入"评级。 | | | 12家最新被首次覆盖的公司 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 行业 | | 6008 ...

Group 1 - The stock price of Chunzhong Technology experienced significant fluctuations on August 4, closing at 66.05 yuan, down 0.72% from the previous trading day [1] - The stock opened at 66.74 yuan, reached a high of 69.33 yuan, and a low of 64.22 yuan, with a volatility of 7.68% throughout the day [1] - The total trading volume for the day was 256,939 hands, with a transaction amount of 1.712 billion yuan [1] Group 2 - Chunzhong Technology operates in the computer equipment industry, focusing on professional audio and video display control, with main products including image processing equipment and matrix switching devices [1] - The company is headquartered in Beijing and is involved in related fields such as liquid cooling technology [1] Group 3 - On August 4, the stock price of Chunzhong Technology showed rapid fluctuations, with a rebound of over 2% within 5 minutes around 9:38 AM, reaching 67.98 yuan, after a decline of over 2% to 66.3 yuan at 9:35 AM [1] - This rapid fluctuation indicates active trading in the market on that day [1] Group 4 - In terms of capital flow, Chunzhong Technology saw a net outflow of 190.6431 million yuan on August 4, accounting for 1.42% of its circulating market value [1] - Over the past five trading days, the main funds have shown a net inflow, totaling 114.4490 million yuan, which is 0.85% of the circulating market value [1]

Group 1 - The latest stock price of Anjubao is 5.17 yuan, up 1.17% from the previous trading day, with a trading volume of 105,000 shares and a transaction amount of 54 million yuan [1] - Anjubao operates in the computer equipment industry, focusing on the research and sales of intercom systems and smart home systems, and also involves blockchain and artificial intelligence [1] - As of July 31, the number of shareholders increased by 298 to 24,100, representing a growth of 1.25%, with a total share capital of 561 million shares, of which 331 million are tradable [1] Group 2 - On August 4, the net outflow of main funds was 3.0566 million yuan, with a cumulative net outflow of 3.9803 million yuan over the past five trading days [1] - The current total market value of the company is 2.902 billion yuan, and the circulating market value is 1.710 billion yuan [1]

Group 1 - The latest stock price of the company is 13.27 yuan, an increase of 0.04 yuan from the previous trading day, with a highest intraday price of 13.27 yuan and a lowest of 13.08 yuan, and a trading volume of 191,579 hands, amounting to 253 million yuan [1] - The company operates in the computer equipment industry, focusing on financial technology and urban intelligence sectors [1] - As of July 31, the number of shareholders decreased to 113,788, down by 6,824 from the previous period, with the average number of circulating shares held per shareholder increasing from 20,600 shares to 21,800 shares, and the average circulating market value per shareholder being 288,600 yuan [1] Group 2 - On August 4, the net outflow of main funds was 19.32 million yuan, with a cumulative net outflow of 235.30 million yuan over the past five trading days [1] - The number of shares held by the Shenzhen Stock Connect remained stable, with 30.426 million shares held as of July 31, accounting for 1.22% of the circulating share capital [1]

证券代码：000977 证券简称：浪潮信息 公告编号：2025-040 浪潮电子信息产业股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 浪潮电子信息产业股份有限公司（以下简称：公司）分别于 2025 年 6 月 20 日、2025 年 7 月 9 日召开第九届董事会第十五次会议、2025 年第二次临时股东 大会，审议通过了《关于回购公司股份方案的议案》，同意公司以自有资金和自 筹资金通过集中竞价交易方式回购公司部分A股股份，用于减少公司注册资本。 具体内容详见公司于 2025 年 6 月 24 日、2025 年 7 月 10 日在《中国证券报》《 证券时报》 《证券日报》 《上海证券报》及巨潮资讯网披露的《第九届董事会第十 五次会议决议公告》《关于回购公司股份方案暨收到金融机构股票回购专项贷款 承诺函的公告》 《2025 年第二次临时股东大会决议公告》。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 披露截至上月末的回购进展情况。现将回购进展情况公告如下： 一、截至上月末回购股份的进展情况 截至 2025 年 7 月 31 ...

Core Viewpoint - The company, Zhimingda (688636), is experiencing significant growth in revenue and profit, driven by advancements in AI and commercial aerospace projects, with a strong outlook for the second half of the year. Group 1: Business Performance - In the first half of 2025, the company's main revenue reached 295 million yuan, an increase of 84.83% year-on-year [7] - The net profit attributable to shareholders was 38.3 million yuan, up 2147.93% year-on-year, while the net profit after deducting non-recurring gains and losses was 35.7 million yuan, an increase of 2901.58% year-on-year [7] - The second quarter of 2025 saw a single-quarter main revenue of 214 million yuan, a year-on-year increase of 93.77% [7] Group 2: Product Development and Market Outlook - The company has over 50 AI-related research and development projects, with significant breakthroughs in various applications, including airborne, vehicular, and satellite systems [3] - The company anticipates an acceleration in satellite project orders in the second half of the year, particularly in the StarNet project, following the successful launch of the Internet Low Earth Orbit 06 group satellites on July 30 [2] Group 3: Capacity and Expansion Plans - The new production facility, which began operations on September 30 last year, is currently running at full capacity due to a surge in orders after the Spring Festival [4] - The company plans to add SMT production lines and related testing equipment to meet increasing demand, while personnel expansion will be limited to supplementing production line staff [4] Group 4: Order Growth and Sector Focus - The increase in orders this year is primarily driven by airborne and missile-mounted products, with significant growth expected in the unmanned equipment and commercial aerospace sectors [5] Group 5: Financing and Capital Raising - The company plans to raise a total of 210 million yuan through a simplified procedure for a private placement, with relevant plans announced on June 30 [6] Group 6: Analyst Ratings and Predictions - In the last 90 days, three institutions have provided ratings for the stock, with two buy ratings and one hold rating [7] - Analysts predict net profits of 112 million yuan for 2025, 167 million yuan for 2026, and 209 million yuan for 2027 [9]

国防军工、机械设备行业主力资金净流入居前。 A股三大指数今日（8月4日）集体收涨，行业板块多数收涨，航天航空、贵金属、电机、仪器仪表、通 用设备、珠宝首饰、船舶制造、汽车零部件、塑料制品板块涨幅居前；商业百货、保险板块跌幅居前。 从今日主力资金情况来看，沪深两市全天主力资金净流出38.69亿元。13个行业主力资金净流入，其中 国防军工、机械设备行业主力资金净流入均超20亿元，远超其他行业；家用电器、电力设备、银行、有 色金属行业主力资金净流入均超3亿元；汽车、交通运输行业主力资金净流入均超1亿元。 18个主力资金净流出行业中，计算机、电子行业主力资金净流出金额居前，分别为31.68亿元、19.73亿 元；通信、社会服务行业主力资金净流出金额均超8亿元，建筑装饰、医药生物、商贸零售行业主力资 金净流出均超6亿元。 11股获主力资金净流入均超3亿元 从个股看，73股主力资金净流入均超1亿元，11股获主力资金净流入均超3亿元。 6股尾盘主力资金净流入均超1亿元 据数据宝统计，尾盘沪深两市主力资金净流入33.73亿元。机械设备、电子行业尾盘均获主力资金抢筹 超7亿元；通信、医药生物、家用电器、电力设备行业尾盘净流入金 ...

证券日报网讯 8月4日晚间，雷柏科技发布公告称，截至2025年7月31日，公司通过股份回购专用证券账 户以集中竞价方式累计回购公司股份169，900股，占公司A股总股本的0.0603%。 （编辑 任世碧） ...