科森科技今日盘中强势涨停，走出五连板行情，较前一交易日大涨9.99%，报13.87元/股，成交额达 11.20亿元，换手率高达14.60%。 从阶段性表现来看，科森科技自8月15日以来走势异常强劲，短短几个交易日内股价最大涨幅达到 61.09%，今日更是触及13.87元的阶段新高。这一涨幅在当前市场环境下颇为抢眼，反映出特定题材概 念的强大号召力。 值得注意的是，公司在多次公告中澄清市场热点概念。2025年8月20日，科森科技发布股票交易风险提 示公告，公司股票连续4个交易日涨停，存在短期回调风险。针对市场关注，公司澄清未生产AI眼镜及 其结构件，也不涉及机器人产品。公司主营业务为消费电子结构件，初步核算2025年上半年机器人相关 结构件收入占比约1%。 来源：金融界 | 小 查多 ● ▲ | | R | 科森科技 603626 | | | --- | --- | --- | --- | --- | | 8000 | | | 13. 87 +1.26 +9.99% | | | 13.87 | | 二四 | | ने | | | | 5 | | | | | 12.56 | です | | | | | | 3 | ...

8月21日，A股三大指数集体高开。盘面上，多元金融、券商板块、数字货币等概念涨幅居前；光伏、 稀土、军工板块小幅下跌。 值得注意的是，液冷服务器等AI硬件股开盘走低，金田股份跌停，公司此前走出6天5板行情。飞龙股 份、英维克、科创新源、大元泵业、高澜股份、思泉新材等跌幅居前。 金田股份8月19日公司发布的半年报数据显示，上半年公司共实现营业总收入592.94亿元，同比增长 2.46%，实现净利润3.73亿元，同比增长203.86%。 金田股份8月15日晚间发布股票交易风险提示，公司主要从事有色金属加工业务，主要产品包括铜产品 和稀土永磁材料两大类，其中铜加工产品应用于芯片算力领域的销量占比较小，短期对公司业绩不形成 重大影响，请投资者谨慎决策，理性对待市场热点概念。 港股方面，恒生指数和恒生科技指数下跌，医药股回暖，稳定币概念大涨。众安在线高开6%，泡泡玛 特、中芯国际涨逾2%，老铺黄金涨逾1%。港股券商股多股上涨，耀才证券金融涨近7%，国泰君安国际 涨逾6%。 中兴通讯A股一度涨停 另外，小金属板块异动拉升，章源钨业涨停，中国稀土、翔鹭钨业、北方稀土、厦门钨业、中钨高新跟 涨。 跨境支付板块走强，天融信一字 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603626 证券简称：科森科技 公告编号：2025-036 昆山科森科技股份有限公司股票交易风险提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 昆山科森科技股份有限公司（以下简称"公司"）股票于2025年8月15日、8月18日、8月19日连续3个交易 日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的相关规定，属于股票交 易异常波动情况。公司已于2025年8月20日披露了《股票交易异常波动公告》（公告编号：2025- 035）。 2025年8月20日，公司股票以涨停价收盘，股票价格近期波动较大，敬请广大投资者注意投资风险，理 性投资。现将相关风险提示如下： 一、公司生产经营情况未发生重大变化 截至本公告日，公司主营业务、生产经营情况、经营环境与前期披露的信息相比，未发生重大变化，公 司不存在应披露而未披露的重大事项。 二、公司股票价格近期涨幅较大 公司股票于2025年8月15日、8月18日、8月19日、8月20日连续4个交易日以涨停价 ...

每经AI快讯，8月20日，科森科技（603626）(603626.SH)发布股票交易风险提示公告称，近期关注到公 司被媒体列入机器人概念股。经公司自查，公司不生产机器人产品。公司主营业务为消费电子结构件的 生产，经初步核算，2025年上半年用于机器人的结构件收入占总营收比例约1%。近期关注到公司被媒 体列入AI眼镜概念股。经公司自查，公司不生产AI眼镜，也不生产AI眼镜的结构件。 ...

上 市 公 司 电子 2025 年 08 月 20 日 工业富联 (601138) ——乘风 AI 浪潮，竞争优势提升 报告原因：首次覆盖 买入（首次评级） | 市场数据： | 2025 年 08 月 19 日 | | --- | --- | | 收盘价（元） | 48.91 | | 一年内最高/最低（元） | 48.91/14.58 | | 市净率 | 6.4 | | 股息率%（分红/股价） | 1.31 | | 流通 A 股市值（百万元） | 971,264 | | 上证指数/深证成指 | 3,727.29/11,821.63 | 证券分析师 杨海晏 A0230518070003 yanghy@swsresearch.com 袁航 A0230521100002 yuanhang@swsresearch.com 李天奇 A0230522080001 litq@swsresearch.com 联系人 李天奇 (8621)23297818× litq@swsresearch.com 投资要点： 注："股息率"以最近一年已公布分红计算 | 基础数据: | 2025 年 06 月 30 日 | | --- | -- ...

Group 1: Company Announcements - Jingce Electronics' subsidiary signed sales contracts for semiconductor measurement equipment totaling 113 million yuan [1] - Zhifei Biological plans to issue company bonds not exceeding 6 billion yuan for technology innovation and working capital [1] - Rijiu Optoelectronics' subsidiary plans to invest 822 million yuan in a functional film project with an annual production capacity of 6 million square meters [1] - Huiyun Titanium Industry's subsidiary intends to acquire a 53.125% stake in Chenshang Mining for 30.6 million yuan and increase capital by 32.4 million yuan [2] - Hongte Technology plans to raise up to 650 million yuan through a rights issue for various projects and working capital [2] - Jincheng Pharmaceutical's subsidiary received FDA approval for the active pharmaceutical ingredient Posaconazole [4] - Kairun Co. plans to reduce its shareholding by up to 2% due to personal funding needs [5] - Rundou Co. passed an FDA inspection for nine active pharmaceutical ingredients [6] - Sanyou Lianzhong's shareholders plan to reduce their holdings by up to 3% due to funding needs [7] - *ST Yazhen's stock was suspended for trading due to a significant price increase of 29.43% [9] - Online and Offline plans to change control with a share transfer agreement, leading to a new controlling shareholder [10] - Dazhong Mining intends to purchase office space from an affiliate for 50.17 million yuan [11] - Suzhou Bank's major shareholder increased its stake by 856 million yuan [12] - *ST Fanli's subsidiary plans to acquire a 60% stake in Guangzhou Fengteng for up to 28.8 million yuan [14] - Hengmingda's major shareholders plan to reduce their holdings by up to 3.15% [16] - Guomai Technology's shareholder plans to reduce its stake by up to 1% due to funding needs [17] - ST Bailin's stock will change its name to Guizhou Bailin and remove risk warnings [17] - *ST Xianfeng's stock will change its name to Xianfeng Holdings and remove risk warnings [18] - Maiwei Bio signed an exclusive licensing agreement with CALICO for a monoclonal antibody, receiving an upfront payment of 25 million USD [19] - Maiwei Bio signed a technology licensing agreement with Qilu Pharmaceutical for a new drug project, with a total payment of up to 500 million yuan [21] - Maiwei Bio plans to repurchase shares worth between 25 million and 50 million yuan [22] - Mengwang Technology plans to acquire 100% of Bicheng Digital for 1.28 billion yuan to expand its e-commerce services [22] Group 2: Industry Overview - Jingce Electronics operates in the mechanical equipment sector, focusing on measurement systems for displays, semiconductors, and new energy [1] - Zhifei Biological is in the pharmaceutical sector, specializing in vaccine and biological product development [1] - Rijiu Optoelectronics is part of the electronics industry, focusing on touch display materials and functional films [1][2] - Huiyun Titanium Industry operates in the basic chemicals sector, focusing on titanium dioxide products [2] - Hongte Technology is in the automotive industry, specializing in aluminum alloy precision die-casting for automotive components [2][3] - Jincheng Pharmaceutical is in the pharmaceutical sector, focusing on chemical pharmaceuticals and active ingredients [4] - Rundou Co. operates in the pharmaceutical sector, focusing on chemical drug formulations and raw materials [6] - Sanyou Lianzhong is in the electrical equipment sector, specializing in relays and transformers [7] - *ST Yazhen operates in the light industry, focusing on high-end furniture products [9] - Online and Offline is in the communication sector, focusing on communication services and applications [10] - Dazhong Mining operates in the steel industry, focusing on iron ore mining and processing [11] - Suzhou Bank is a city commercial bank, providing various banking services [12] - *ST Fanli operates in the media sector, focusing on online advertising and marketing services [14] - Hengmingda is in the electronics sector, focusing on precision components for consumer electronics [16] - Guomai Technology operates in the education sector, focusing on IoT technology services [17] - ST Bailin is in the energy sector, providing engineering consulting and smart factory solutions [17] - *ST Xianfeng operates in the animal health sector, focusing on vaccines and animal nutrition [18] - Maiwei Bio is in the pharmaceutical sector, focusing on biopharmaceuticals [19][21][22] - Mengwang Technology operates in the communication sector, focusing on cloud platform services [22]

Core Viewpoint - The company's Q1 performance fell short of market expectations, primarily due to a decline in high-end product orders in the consumer electronics structural components business, while net profit saw a slight year-on-year increase due to improved cost management [1]. Financial Performance Summary - Q1 revenue was 36.88 billion yuan, up 1.1% year-on-year but down 33.2% quarter-on-quarter - Gross profit was 2.32 billion yuan, down 7.4% year-on-year and down 28.2% quarter-on-quarter - Net profit attributable to shareholders was 620 million yuan, up 1.9% year-on-year but down 48.3% quarter-on-quarter - Gross margin was 6.30%, down 0.57 percentage points year-on-year and up 0.43 percentage points quarter-on-quarter - Net margin was 1.69%, up 0.01 percentage points year-on-year and down 0.49 percentage points quarter-on-quarter [1]. Business Segment Outlook - Consumer Electronics: The acceleration of AI applications is expected to drive a new replacement cycle, with the company increasing its market share in A customer iPad and mobile phone glass businesses. The focus will be on high-end products and AI-enabled devices, which are anticipated to contribute to revenue growth [2]. - New Energy Vehicles: The company is set to benefit from the rapid evolution of electric and intelligent vehicles, with significant growth in smart cockpit and thermal management shipments. Collaborations with major players like NVIDIA are expected to enhance its market position [2]. - Computing Power Products: The expansion in AI data centers is projected to lead to rapid growth in AI servers and liquid-cooled power supplies, with a focus on high-speed communication [2]. - AI Robotics: The company plans to leverage its expertise in system integration to develop core components for AI robots, including sensors and controllers [2]. Investment Recommendation - The company is recognized as a leading precision manufacturing enterprise with strong material research and product design capabilities. It has significant growth potential due to its quality customer base and forward-looking business strategies. The expected revenue for 2025-2027 is projected to be substantial, with a favorable market position in the A customer innovation cycle and automotive electronics [3].