证券代码：688244 证券简称：永信至诚 公告编号：2025-053 永信至诚科技集团股份有限公司关于部分募投项目结项并 将节余募集资金永久补充流动资金的公告 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。 重要内容提示： 本次结项的募投项目名称：基于平行仿真的网络靶场与综合验证平台 项目、基于高度安全可控的高能效安全服务平台研发及服务体系建设项目和 网络安全人才培养项目 本次节余金额为 4,552.17 万元，为提高募集资金使用效率，永信至诚 科技集团股份有限公司（以下简称"公司"）拟将募投项目结项后的节余募集 资金永久补充流动资金（实际金额以资金转出当日募集资金专户余额为准）， 用于日常生产经营活动。 一、募集资金基本情况 公司首次公开发行股票并在科创板上市的注册申请于 2022 年 8 月 23 日经中 国证券监督管理委员会同意并出具《关于同意北京永信至诚科技股份有限公司首 次公开发行股票注册的批复》（证监许可〔2022〕1916 号），公司据此公开发行 人民币普通股 1,170.7826 万股，每股发行价格为人民币 ...

Group 1 - The core viewpoint of the article is that Yongxin Zhicheng has secured a project to support the China Star Network's ecological system for offensive and defensive training grounds, enhancing digital asset security [1] - The company has a strong technical foundation and practical experience in testing evaluation and network training grounds, which contributed to winning the project [1] - Due to a commercial confidentiality agreement with the client, the company is unable to disclose further details about the collaboration [1]

Group 1 - The company has a strong technical foundation and practical experience in testing evaluation and network attack-defense fields [1] - The company has won the bid for the China Star Network ecological system attack-defense range support system project, enhancing digital asset security [1] - Due to a commercial confidentiality agreement with the client, the company cannot disclose further details about the collaboration [1]

Investment Rating - The investment rating for the industry is "Positive" (maintained) [1] Core Insights - The commercial aerospace industry is increasingly recognized as a strategic emerging industry, with growing government emphasis on its development as a key measure for enhancing national strength and seizing future technological and economic development opportunities [4][24] - The global commercial aerospace market is entering a golden era of development, driven by low Earth orbit (LEO) satellite internet, characterized by technological integration and collaborative innovation across the entire industry chain [13][22] - The competition for low Earth orbit resources has intensified, with major countries vying for satellite positions and frequency bands under the "first come, first served" principle [5][30] Summary by Sections 1. Government Emphasis on Commercial Aerospace - Commercial aerospace has been included in China's top-level design framework, marking its elevation to a strategic emerging industry in government reports [24][28] - The establishment of the Commercial Aerospace Administration and the introduction of a three-year action plan for its development highlight the government's commitment to this sector [7][28] 2. Competition for Low Earth Orbit Resources - Low Earth orbit is identified as a core strategic resource for commercial aerospace, with satellites in this orbit offering low latency and reduced signal loss, making them ideal for internet services [30][31] - SpaceX's Starlink leads the global LEO satellite constellation development, having launched over 10,203 satellites, which is 45% of all satellites launched since 1957 [5][38] - China has applied to the International Telecommunication Union (ITU) for a total of 51,300 low Earth orbit satellites, with three major constellation plans exceeding 10,000 satellites each [36][47] 3. Formation of a Comprehensive Commercial Aerospace Ecosystem - The commercial aerospace market in China is growing annually, forming a complete ecosystem that covers upstream manufacturing, midstream launch and operation, and downstream application services [6][54] - The key to scaling in this industry is "cost reduction and efficiency enhancement," with reusable rocket technology significantly lowering launch costs and shortening mission cycles [6][55] - The expansion of satellite launch sites is leading to a new phase of high-density and normalized launches [6][54] 4. Investment Recommendations - The report highlights several companies as beneficiaries of the commercial aerospace sector, including West Materials, Superjet Co., and Aerospace Power in the rocket industry chain, and companies like Zhongke Xingtou and Aerospace Hongtu in the satellite industry chain [7]

Group 1 - The company has developed a "digital wind tunnel" product system and a network target range series that provide comprehensive "digital health" management capabilities for satellites and drones [2] - In the first half of this year, the company successfully supported the fifth "Red Ming Gu" Cup competition, which focuses on data security applications for satellites and drones, as part of the 2025 Digital China Innovation Competition's digital security track [2] - In November, the company officially entered the China Satellite Network ecosystem and won a bid for the attack and defense target range support system project from China Satellite Network Group Co., Ltd.'s subsidiary, establishing a digital asset security defense line [2]

Core Points - The company Yongxin Zhicheng (688244.SH) reported a significant decline in revenue and net profit for the first three quarters of 2025, with revenue at 142 million yuan, down 17.72% year-on-year, and a net loss attributable to shareholders of 54.85 million yuan [1] - In 2024, the company achieved a revenue of 356.33 million yuan, a decrease of 9.99% compared to the previous year, and a net profit of 8.48 million yuan, down 72.73% year-on-year [2][3] - The net cash flow from operating activities for 2024 was -46.30 million yuan, worsening from -18.55 million yuan in the previous year [2][3] Financial Performance - For the first three quarters of 2025, Yongxin Zhicheng's revenue was 142 million yuan, with a net profit of -54.85 million yuan and a net cash flow from operating activities of -48.41 million yuan [1] - In 2024, the company reported a revenue of 356.33 million yuan, a net profit of 8.48 million yuan, and a net cash flow from operating activities of -46.30 million yuan [2][3] - The net profit excluding non-recurring gains and losses for 2024 was -2.06 million yuan, compared to a profit of 11.03 million yuan in the previous year [2][3] Fundraising and Use of Proceeds - Yongxin Zhicheng raised a total of 575.91 million yuan, with a net amount of 506.05 million yuan after deducting issuance costs, which was 34.17 million yuan less than originally planned [4] - The company initially aimed to raise 847.73 million yuan for various projects, including a network security training program and a high-performance cloud technology project [4]

Group 1 - The closing price of Yongxin Zhicheng (688244) on November 28 was 24.66 yuan, reaching the daily limit with a trading volume of 10.15% and a price fluctuation of 20.35%, resulting in a transaction amount of 356 million yuan [2] - The stock was listed on the daily trading list due to a price increase of 15% at the close [2] - The top five trading departments accounted for a total transaction amount of 83.1 million yuan, with a net buying amount of 24.34 million yuan [2] Group 2 - The main capital inflow for the stock on that day was 70.16 million yuan [3] - The largest buying department was Kaiyuan Securities, with a purchase amount of 19.90 million yuan, followed by Dongfang Securities with 12.45 million yuan [3] - The largest selling department was Guotou Securities, with a selling amount of 7.88 million yuan [3]

Market Overview - The software development sector increased by 0.93% on November 28, with Yongxin Zhicheng leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Top Performers - Yongxin Zhicheng (688244) closed at 24.66, up 20.00% with a trading volume of 153,200 shares and a transaction value of 356 million [1] - Guotou Intelligent (300188) closed at 16.59, up 7.45% with a trading volume of 788,500 shares [1] - Weide Information (688171) closed at 50.98, up 6.52% with a trading volume of 19,100 shares [1] Underperformers - ST Lifan (300344) closed at 3.36, down 5.62% with a trading volume of 636,900 shares [2] - Yingfang Software (688435) closed at 53.48, down 4.50% with a trading volume of 63,800 shares [2] - Jinchengzi (688291) closed at 36.90, down 3.30% with a trading volume of 72,400 shares [2] Capital Flow - The software development sector saw a net inflow of 211 million from main funds, while retail investors experienced a net outflow of 180 million [2][3] - Guotou Intelligent had a main fund net inflow of 231 million, but retail investors saw a net outflow of 153 million [3] - Yongxin Zhicheng experienced a main fund net inflow of 76.87 million, with retail investors facing a net outflow of 39.56 million [3]

Group 1 - The stock of Yongxin Zhicheng reached the daily limit, trading at 24.66 yuan with a transaction volume of 2.92 billion yuan and a turnover rate of 8.43% as of 14:21 on November 28 [2] - Among the stocks on the Sci-Tech Innovation Board, 441 stocks were up, with 7 stocks rising more than 10%, including Yongxin Zhicheng, Wanrun New Energy, and Xidi Micro, which increased by 20.00%, 16.40%, and 13.31% respectively [2] - A total of 141 stocks were down, with significant declines in Dekeli, Jindike, and Tengjing Technology, which fell by 8.92%, 6.14%, and 5.20% respectively [2] Group 2 - On the funding side, Yongxin Zhicheng saw a net inflow of 19.52 thousand yuan in the previous trading day, but a net outflow of 665.66 thousand yuan over the past five days [3] - The latest margin trading data as of November 27 shows a total margin balance of 115 million yuan, with a financing balance of 115 million yuan, which decreased by 25.45 thousand yuan, a decline of 0.22% [3] - The company's Q3 report released on October 30 indicated that it achieved a revenue of 142 million yuan in the first three quarters, a year-on-year decrease of 17.72%, and a net profit of -54.85 million yuan, a year-on-year decline of 73.68% [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688244 证券简称：永信至诚 公告编号：2025-050 永信至诚科技集团股份有限公司 关于持股5%以上股东权益变动 触及5%刻度的提示性公告 奇安创投保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 ■ 3.一致行动人信息 上述信息披露义务人无一致行动人。 二、权益变动触及5%刻度的基本情况 2025年11月25日，永信至诚科技集团股份有限公司（以下简称"公司"）收到股东奇安（北京）投资管理 有限公司－北京奇安创业投资合伙企业（有限合伙）（以下简称"奇安创投"）发来的《关于权益变动触 及5%刻度的告知函》，奇安创投于2025年11月15日至2025年11月24日期间通过集中竞价和大宗交易方 式累计减持公司股份1,320,018股，占公司股份总数的0.87%，本次权益变动后，奇安创投占公司总股本 的比例由5.87%变动至5.00%，权益变动触及5% ...