I-TEK(688610.SH)

In half a day, main funds increased their positions in computer and media stocks, while selling off non-ferrous metal stocks

In the morning, the main funds had a net inflow into sectors such as computers, media, national defense and military industry, and machinery and equipment, while there was a net outflow from sectors like non-ferrous metals, electronics, and real estate. Specifically, in terms of individual stocks, Goldwind, BlueFocus, and Aerospace Electromechanical received net inflows of 3.744 billion yuan, 2.949 billion yuan, and 2.408 billion yuan, respectively. On the outflow side, CATL, Zhongji Xuchuang, and VGT were sold off for 1.974 billion yuan, 1.061 billion yuan, and 914 million yuan, respectively. (Yicai)

The core logic of this round of bull market: "AI technology moves downstream, while exports and overseas expansion move upstream."

The core logic of this round of bull market lies in the downward movement of AI technology and the upward movement of exports. The main index has broken through 4034 points, and the market is generally bullish, with expectations for upward space in the main index by 2026. Currently, attention should be paid to the transition of liquidity and fundamentals, as well as the logic of the year-end market rally. The small and mid-cap indices are performing strongly and will transition towards the four major pillars, emphasizing the co-dance of new and old industries, especially the breakthroughs in AI applications and the transformation of traditional industries

The A-share machine vision concept continues to strengthen, with Kstopa IntelliE and HFM hitting the daily limit, while JT, OMH, Intelligent Precision, I-TEK, and Lingyun Optics also saw gains

I-TEK plans to launch an employee stock ownership plan in 2025

I-TEK released a draft of the 2025 employee stock ownership plan, planning to raise no more than 50.5727 million yuan, with a subscription unit of 1 yuan/share and a maximum number of shares of 50.5727 million. The stock scale involved is no more than 1.4351 million shares, accounting for 2.11% of the company's equity. The plan's duration is 60 months, with a lock-up period of 12 months

I-TEK: Net profit in the first half of the year increased by 127.4% year-on-year, proposing a dividend of 2 yuan for every 10 shares

On the evening of August 25, I-TEK disclosed its semi-annual report for 2025, achieving an operating income of 207 million yuan in the first half of the year, a year-on-year increase of 64.39%; net profit attributable to the parent company was 36.0358 million yuan, a year-on-year increase of 127.4%; basic earnings per share were 0.54 yuan. The company plans to distribute a cash dividend of 2 yuan for every 10 shares to all shareholders. The company's operating income in the first half of 2025 increased compared to the same period last year, mainly due to the improvement in the prosperity of downstream industries, leading to growth in the company's performance