2025 年 10 月 30 日 关于《亚士创能科技（上海）股份有限公司 股票交易异常波动有关事项的问询函》的回函 亚士创能科技（上海）股份有限公司： 关于《亚士创能科技（上海）股份有限公司 股票交易异常波动有关事项的问询函》的回函 亚士创能科技（上海）股份有限公司： 贵公司发来的《亚士创能科技（上海）股份有限公司股票交易异常波动有关 事项的问询函》已收悉，经认真自查核实，现就相关事项回复如下： 本公司作为亚士创能科技（上海）股份有限公司（以下简称"亚士创能"） 的控股股东，截至目前，不存在应披露而未披露的重大信息，包括但不限于重大 资产重组、发行股份、上市公司收购、债务重组、业务重组、资产剥离、资产注 入、股份回购、股权激励、破产重整、重大业务合作、引进战略投资者等重大事 项。 特此回复。 上海创能明投资有限公司 贵公司发来的《亚士创能科技（上海）股份有限公司股票交易异常波动有关 事项的问询函》已收悉，经认真自查核实，现就相关事项回复如下： 本人作为亚士创能科技（上海）股份有限公司（以下简称"亚士创能"）的 实际控制人，截至目前，不存在应披露而未披露的重大信息，包括但不限于重大 资产重组、发行股份、上市公司 ...

Market Overview - A total of 46 stocks hit the daily limit, while 23 stocks faced limit down, resulting in a sealing rate of 67% [1] - The market experienced fluctuations, with the three major indices showing a significant drop; the ChiNext index fell nearly 2%, and the Shanghai Composite Index dropped below 4000 points [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, an increase of 165.6 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index closed down 0.73%, the Shenzhen Component Index down 1.16%, and the ChiNext Index down 1.84% [1] Stock Performance - The consecutive board advancement rate decreased to 41.66%, with notable stocks like Shikong Technology achieving a 7-day limit up and Yashichuangneng reaching a 5-day limit up [3] - Several stocks experienced significant fluctuations in response to their Q3 earnings reports, with some stocks like HaiXing Power hitting the limit up, while others like Guodian Nanzi faced limit down due to poor earnings [3] - High-dividend and small-cap stocks have regained investor interest amid a cooling trend in technology stocks [3] Sector Analysis - Energy metals, steel, quantum technology, and battery sectors showed strong performance, while sectors like CPO, gaming, and coal faced declines [1] - The domestic energy storage leader, Sunshine Power, projected that new installations in the domestic energy storage sector could reach 150GWh to 200GWh next year [5] - The lithium battery supply chain remains robust, with significant price increases in lithium hexafluorophosphate, which has exceeded 110,000 yuan per ton [15] Investment Trends - The launch of a new state-owned strategic emerging industry fund with a scale of 51 billion yuan is expected to support sectors like artificial intelligence and quantum technology, boosting related stocks [12] - Stocks related to quantum technology, such as Geer Software and Shenzhou Information, have seen strong performance due to this fund's initiation [12] - The solid-state battery sector is gaining attention with upcoming industry forums, indicating potential growth opportunities [18] Notable Stocks - Shikong Technology achieved a 7-day limit up with a 10% increase, driven by mergers and acquisitions and storage chip developments [9] - Yashichuangneng also saw a 5-day limit up, attributed to advancements in robotics [9] - Other notable stocks include Geer Software and Shenzhou Information, both benefiting from the quantum technology trend [14]

Group 1: Stock Issuance and Trading Alerts - Multiple stocks experienced significant abnormal fluctuations, including 香农芯创 (300475) and 天普股份 (605255) with announcements on October 24 and 21 respectively[1] - 盈新发展 (000620) and *ST宝鹰 (002047) had announcements on October 30 indicating potential trading alerts[1] - A total of 30 stocks were flagged for abnormal trading activities on October 30, indicating a heightened market volatility[1] Group 2: Recent Announcements - 许多公司如 ST万方 (000638) and 农心科技 (001231) had their announcements published on October 27, indicating ongoing corporate activities[2] - The report includes links to detailed announcements for 30 different stocks, providing transparency and access to information for investors[2] - The announcements cover a range of sectors, highlighting the diverse nature of the market and the potential for investment opportunities[2]

Market Overview - A total of 46 stocks hit the daily limit, while 23 stocks faced limit down, resulting in a sealing rate of 67% [1] - The market experienced fluctuations, with the three major indices showing a significant drop; the ChiNext index fell nearly 2%, and the Shanghai Composite Index dropped below 4000 points [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, an increase of 165.6 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index closed down 0.73%, the Shenzhen Component Index down 1.16%, and the ChiNext Index down 1.84% [1] Stock Performance - The consecutive board advancement rate decreased to 41.66%, with notable stocks like Shikong Technology achieving a 7-day limit up and Yashichuangneng reaching a 5-day limit up [3] - Several stocks experienced significant fluctuations due to the upcoming third-quarter earnings reports, with some stocks like HaiXing Power hitting limit up while others like Guodian Nanzhi faced limit down due to poor earnings [3] - High-dividend and small-cap stocks have regained investor interest amid a cooling trend in technology stocks [3] Sector Highlights - The domestic energy storage leader, Sunshine Power, anticipates new installations to reach 150GWh-200GWh next year, driving continued growth in the lithium battery supply chain [5] - The launch of a new central enterprise strategic emerging industry fund with an initial scale of 51 billion yuan has positively impacted the quantum technology sector, with stocks like Geer Software and Shenzhou Information hitting limit up [6][12] - The lithium battery market remains robust, with the price of lithium hexafluorophosphate exceeding 110,000 yuan per ton, indicating strong demand [16] Notable Stocks - Shikong Technology achieved a 7-day limit up with a 10% increase, driven by mergers and acquisitions and storage chip developments [4] - Yashichuangneng also saw a 5-day limit up, attributed to advancements in robotics [4][24] - Stocks like Geer Software and Shenzhou Information have shown strong performance due to their association with quantum technology [13][15] Emerging Trends - The market is witnessing a shift from technology stocks to dividend-paying and consumer stocks, indicating a potential change in investment strategies [9] - The oil shipping sector is experiencing a surge, with tanker rates reaching a five-year high, benefiting companies like China Merchants Energy and COSCO Shipping Energy [8] - The solid-state battery sector is gaining attention with upcoming industry forums, indicating potential growth opportunities [20]

人民财讯10月30日电，企查查APP显示，近日，杭州元极数智科技有限公司成立，法定代表人为李勤 丰，注册资本为2000万元，经营范围包含：技术服务、技术开发、技术咨询、技术交流、技术转让、技 术推广。企查查股权穿透显示，该公司由亚士创能（603378）全资子公司云元光科技（杭州）有限公 司、张旭光等共同持股。 ...

Core Viewpoint - The article discusses the contrasting strategies of Jiangshan Oupai and Yashi Chuangneng in response to the current market downturn, highlighting their decisions to either downsize operations or attempt to pivot for recovery [1] Jiangshan Oupai - Jiangshan Oupai announced the suspension of operations at its subsidiaries in Henan and Chongqing due to insufficient orders, low capacity utilization, and ongoing losses [2][4] - Financial data reveals significant losses for the subsidiaries: Henan Oupai lost 14.08 million yuan, while Chongqing Oupai lost 13.52 million yuan in the first nine months of 2025 [4] - As of September 30, 2025, Chongqing Oupai's net assets were negative at -7.51 million yuan, indicating deteriorating financial health [4][7] - Jiangshan Oupai's overall revenue for the first three quarters of 2025 was 1.284 billion yuan, a year-on-year decline of 43.11%, with a net loss of 41.49 million yuan [8] - The company experienced significant management turnover, with multiple executives resigning in July 2025, including the general manager [9] Yashi Chuangneng - Yashi Chuangneng plans to dispose of assets across six factories to improve its financial structure and support core business development [10] - The assets for sale include factories in Shanghai, Anhui, Chongqing, and Guangzhou, which are strategically located and equipped for potential digital transformation [10] - Yashi's revenue has significantly declined, with a reported 74.18% decrease in the first half of 2025 compared to the previous year, resulting in a net loss of 191.6 million yuan [11] - The company faces challenges such as bank loan withdrawals and increased legal disputes, which have adversely affected its operations and reputation [12]

Core Viewpoint - The stock of Yashichuangneng has reached its daily limit increase for five consecutive trading days, reflecting a significant upward trend in its market performance [2] Group 1: Stock Performance - As of 9:40 AM, the stock price was reported at 10.01 yuan, with a turnover rate of 6.27% and a trading volume of 26.8796 million shares, amounting to a transaction value of 260 million yuan [2] - During the consecutive limit-up period, the stock has accumulated a total increase of 60.93% and a cumulative turnover rate of 45.93% [2] - The latest total market capitalization of the stock in the A-share market is 4.29 billion yuan [2] Group 2: Trading Data - The stock has appeared on the Dragon and Tiger list twice due to a cumulative deviation in the increase of 20% over three trading days, a daily deviation of 7%, and a daily fluctuation of 15% [2] - The net buying amount from the leading brokerage firms on the buy and sell side totaled 4.617 million yuan [2] Group 3: Company Information - Yashichuangneng Technology (Shanghai) Co., Ltd. was established on February 13, 2009, with a registered capital of 428.596642 million yuan [2]

Group 1 - The market focus stocks include Shikong Technology, which has reached a limit-up for six consecutive trading days [1] - Local stock Pingtan Development opened high with a 0.33% increase, achieving seven limit-ups in nine days [1] - Rierte also reached a limit-up for two consecutive days [1] Group 2 - Coal stock Antai Group opened low with a 3.10% decrease, marking six limit-ups in ten days [1] - Robotics concept stock Yashichuangneng opened low with a 0.22% decrease, while Ningbo Jingda opened low with a 1.12% decrease [1] - The electrolytic aluminum sector saw Chang Aluminum open high with a 3.35% increase, while PCB sector stocks Zhongtung Gaoxin opened high with a 5.98% increase and Honghe Technology opened low with a 3.14% decrease [1] Group 3 - Solid-state battery concept stock Fangda Carbon opened high with a 0.80% increase [1] - Haixing Power, which reported better-than-expected performance, opened low with a 0.60% decrease [1]

Group 1 - The stock of Yasheng Technology (603378) reached the daily limit, with a turnover rate of 18.39% and a transaction amount of 691 million yuan, showing a volatility of 16.07% [1] - The stock was listed on the Shanghai Stock Exchange due to a daily volatility value of 16.07% and a daily price deviation of 9.33%, with a net purchase of 10.04 million yuan from brokerage seats [1] - The top five brokerage seats accounted for a total transaction of 170 million yuan, with a buying amount of 89.9 million yuan and a selling amount of 79.8 million yuan, resulting in a net purchase of 10.04 million yuan [1] Group 2 - The largest buying brokerage was Guotai Junan Securities Headquarters, with a buying amount of 25.24 million yuan, while the largest selling brokerage was China Merchants Securities Shanghai Lujiazui East Road Securities Brokerage, with a selling amount of 19.78 million yuan [1] - The stock experienced a net outflow of 15.38 million yuan from main funds, with a net inflow of 13.54 million yuan from large orders and a net outflow of 28.92 million yuan from major funds [1] - Over the past five days, the main funds have seen a net inflow of 54.28 million yuan [1] Group 3 - The company reported a significant decline in revenue, achieving an operating income of 269 million yuan in the first half of the year, a year-on-year decrease of 74.18%, and a net profit of -192 million yuan [1]

证券代码：603378 证券简称：亚士创能 公告编号：2025-063 亚士创能科技（上海）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个别及连带责任。 重要内容提示： 亚士创能科技（上海）股份有限公司（以下简称"公司"）股票于 2025 年 10 月 24 日、10 月 27 日、10 月 28 日、10 月 29 日连续四个交易日内日收盘 价格涨幅偏离值累计达到 33.04%。公司股价短期上涨幅度较大，高于同期行业 及上证指数涨幅，且偏离上市公司基本面，存在市场情绪过热、非理性炒作风险， 未来存在快速下跌的风险。 公司最新市净率为 3.49 倍，显著高于同行业绝大多数上市公司水平及上 证指数市净率水平。敬请广大投资者注意二级市场交易风险，理性投资，注意投 资风险。 今年以来，公司因发生多起银行抽贷压贷事件，以及应收账款回笼不及 预期，导致部分商票、应付账款、借款等逾期，被诉案件增加，公司部分资产和 银行账户被查封、冻结，部分案件生效法律文书义务未能及时履行而成为被执行 人，对公司正常经营及商誉造 ...