Investment Rating - The investment rating for the company is "Buy" (maintained) [4] Core Views - The company has shown continuous revenue growth, primarily driven by its engineering simulation software, with a projected revenue increase from 320 million yuan in 2023 to 915 million yuan by 2027, reflecting a compound annual growth rate (CAGR) of approximately 39% [4][6] - The company is actively expanding its product line and enhancing its capabilities in the field of physical AI, marking a significant transition from traditional simulation tools to intelligent decision-making engineering platforms [6][4] - The company is pursuing strategic acquisitions to deepen its market presence and leverage synergies, with a notable acquisition plan for Likong Technology [6][4] Summary by Relevant Sections Financial Performance - In the first half of 2025, the company achieved a revenue of 57.35 million yuan, a year-on-year increase of 10.82%, with losses narrowing compared to the previous year [6] - The projected revenues for 2025, 2026, and 2027 are 552 million yuan, 767 million yuan, and 915 million yuan respectively, with corresponding net profits of 75 million yuan, 126 million yuan, and 155 million yuan [4][6] Product Development - The company has been focusing on product research and development, successfully launching new versions of core products and enhancing their stability and performance [6] - The integration of AI with traditional simulation technologies is a key focus, with the company launching a physical AI design platform in the first half of 2025 [6] Strategic Initiatives - The company is engaging in strategic partnerships and acquisitions to enhance its market position, including a significant acquisition of Likong Technology and collaborations with local government entities to advance low-altitude economy technologies [6][4]

Group 1 - The core viewpoint of the news is the performance and financial metrics of Shanghai Suochen Technology Co., Ltd., which saw a stock price increase of 5.39% to 103.50 CNY per share, with a total market capitalization of 9.223 billion CNY [1] - The company specializes in CAE software development, sales, and services, with its main revenue sources being: 56.93% from Tiangong simulation product development, 29.33% from Tiangong engineering simulation software, 6.55% from Kaiwu engineering simulation software, 6.07% from technical services, 0.92% from other sources, and 0.20% from machining [1] Group 2 - From the perspective of fund holdings, Huatai PineBridge Fund has a significant position in Suochen Technology, with its Huatai Yingrun Mixed A Fund holding 5,000 shares, representing 0.71% of the fund's net value, ranking as the eighth largest holding [2] - The Huatai Yingrun Mixed A Fund has a total scale of 9.9324 million CNY and has achieved a year-to-date return of 12.37%, ranking 5,453 out of 8,172 in its category [2]

国泰海通证券股份有限公司 关于上海索辰信息科技股份有限公司 经中国证券监督管理委员会《关于同意上海索辰信息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〔2023〕461 号）批复，上海索辰信息科 技股份有限公司（以下简称"上市公司"、"公司"或"发行人"）首次公开发行股票 1,033.3400 万股，每股面值人民币 1 元，每股发行价格人民币 245.56 元，募集资 金总额为人民币 253,746.97 万元，扣除发行费用后，实际募集资金净额为人民币 231,574.91 万元。本次发行证券已于 2023 年 4 月 18 日在上海证券交易所上市。 国泰海通证券股份有限公司（以下简称"保荐机构"或"国泰海通"）担任其持续督 导保荐机构，持续督导期间为 2023 年 4 月 18 日至 2026 年 12 月 31 日。 在 2025 年 1 月 1 日至 2025 年 6 月 30 日持续督导期内（以下简称"本持续督 导期间"），保荐机构及保荐代表人按照《证券发行上市保荐业务管理办法》（以 下简称"保荐办法"）、《上海证券交易所科创板股票上市规则》（以下简称"上 市规则"）等相关规定，通过日常沟 ...

Group 1 - The core point of the article is that Suochen Technology announced its intention to acquire a 51% stake in Beijing Likong Yuantong Technology Co., Ltd. through cash payment and/or capital increase, making it a subsidiary included in the consolidated financial statements [2] - The acquisition is part of a significant asset restructuring process, with the company actively working with various intermediaries and parties involved [2]

证券代码：688507 证券简称：索辰科技 公告编号：2025-052 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、准确性和完整性依法承担法律责任。 一、本次重大资产重组的基本情况 上海索辰信息科技股份有限公司（简称"公司"）的全资子公司上海索辰数字 科技有限公司（简称"数字科技"）拟以支付现金方式受让北京力控元通科技有限 公司（简称"标的公司"）股权及/或向标的公司增资，收购取得标的公司 51%股权， 并将其作为控股子公司纳入合并报表范围。 本次交易不构成关联交易，预计构成《上市公司重大资产重组管理办法》规定 的重大资产重组情形。本次交易以现金方式进行，不涉及公司发行股份，也不会导 致公司控制权的变更。 二、本次重大资产重组的进展情况 2025 年 2 月 17 日，公司全资子公司数字科技与标的公司主要股东马国华、北 京力控飞云商贸中心（有限合伙）、田晓亮签署了《收购北京力控元通科技有限公 司 51%股权之框架协议》。具体内容详见公司于 2025 年 2 月 18 日在上海证券交易 所网站（www.sse.com.cn）披露的《关于筹划重大资产重组暨 ...

Market Overview - On September 16, the software development sector rose by 1.69%, with Yinzhijie leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Software Development Sector - Yinzhijie (300085) closed at 58.16, up 7.05% with a trading volume of 923,500 shares and a turnover of 524.7 million [1] - Suochen Technology (688507) closed at 104.54, up 6.85% with a trading volume of 47,800 shares and a turnover of 48.5 million [1] - Youkeshu (300209) closed at 6.54, up 6.69% with a trading volume of 1,282,400 shares and a turnover of 824 million [1] - Other notable gainers include Jiafa Education (300559), Hanwang Technology (002362), and Zhinanzhen (300803) with respective gains of 6.64%, 6.47%, and 6.22% [1] Decliners in Software Development Sector - ST Dongtong (300379) saw a significant decline of 19.96%, closing at 4.21 [2] - Weide Information (688171) decreased by 4.12%, closing at 54.42 [2] - Other notable decliners include Shenxinfu (300454) and Chengmai Technology (300598) with declines of 2.92% and 1.74% respectively [2] Capital Flow Analysis - The software development sector experienced a net inflow of 1.077 billion in main funds, while retail investors saw a net outflow of 198 million [2][3] - Major stocks like Yinzhijie and Zhinanzhen attracted significant main fund inflows of 418 million and 387 million respectively [3] - Conversely, retail investors showed a net outflow from these stocks, indicating a divergence in investment behavior [3]

Group 1 - The core viewpoint of the news is that Shanghai Suochen Technology Co., Ltd. has seen a stock price increase of 5.09%, reaching 102.82 CNY per share, with a total market capitalization of 9.162 billion CNY as of the report date [1] - The company specializes in CAE software development, sales, and services, with its main revenue sources being TianGong simulation product development (56.93%), TianGong engineering simulation software (29.33%), KaiWu engineering simulation software (6.55%), technical services (6.07%), and other sources (0.92%) [1] - The company was established on February 24, 2006, and went public on April 18, 2023 [1] Group 2 - Jin Yuan Shun An Fund has a significant holding in Suochen Technology, with its Jin Yuan Shun An Value Growth Mixed Fund (620004) holding 18,300 shares, representing 1.92% of the fund's net value, ranking as the eighth largest holding [2] - The fund has achieved a year-to-date return of 17.07% and a one-year return of 41.2%, with a total fund size of 69.7686 million CNY [2] Group 3 - The fund manager of Jin Yuan Shun An Value Growth Mixed Fund is Kong Xiangpeng, who has been in the position for over 8 years, and Han Chenyang, who has been managing for over 2 years [3] - The total asset size of the fund managed by Kong is 131 million CNY, while Han manages 788 million CNY [3]

北京市中伦律师事务所 关于上海索辰信息科技股份有限公司 2025 年第二次临时股东会的 法律意见书 二〇二五年九月 北京市中伦律师事务所（以下简称"本所"）作为上海索辰信息科技股份有 限公司（以下简称"公司"）的常年法律顾问，受公司委托，指派律师出席公司 2025 年第二次临时股东会（以下简称"本次股东会"）。本所律师根据《中华人 民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简 称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）等有关 法律、法规、规范性文件及《上海索辰信息科技股份有限公司章程》（以下简称 "《公司章程》"）的规定，对本次股东会进行见证并出具法律意见。 为出具本法律意见书，本所律师审查了公司本次股东会的有关文件和材料。 本所律师得到公司如下保证，即其已提供了本所律师认为作为出具本法律意见书 所必需的材料，所提供的原始材料、副本、复印件等材料、口头证言均符合真实、 准确、完整的要求，有关副本、复印件等材料与原始材料一致。 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 ...

证券代码：688507 证券简称：索辰科技 公告编号：2025-051 上海索辰信息科技股份有限公司 2025年第二次临时股东会决议公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 9 月 15 日 （二） 股东会召开的地点：上海市黄浦区淮海中路 300 号 K11 大厦 51 层公 司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股 东及其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 98 | | --- | --- | | 普通股股东人数 | 98 | | 2、出席会议的股东所持有的表决权数量 | 39,953,484 | | 普通股股东所持有表决权数量 | 39,953,484 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例（%） | 45.1884 | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 45.1884 | （四） 表决方式是否符合《公司法》及公司章程的规定，股东会主持情况 等。 ...

Core Viewpoint - The company, Suochen Technology, is advancing its physical AI products and is in the process of acquiring a leading domestic SCD (Software for Control and Data) company, Likong Technology, to enhance its capabilities in the industrial software sector [2][4]. Group 1: Company Performance - As of September 12, 2025, Suochen Technology's stock closed at 96.89 yuan, up 2.28% from the previous week [1]. - The company's total market capitalization is 8.674 billion yuan, ranking 58th out of 133 in the software development sector and 2140th out of 5153 in the A-share market [1]. Group 2: Product Development - The company's physical AI product line includes a comprehensive development and application platform, which allows developers and industrial users to easily create and deploy physical AI applications [2]. - The physical AI platform features various core functionalities such as generative modeling simulation technology, real-time environment rendering, and a physical AI simulation engine [2][4]. Group 3: Market Opportunities - The physical AI platform addresses safety challenges in the low-altitude economy by providing high-fidelity simulations and real-time data integration, which are essential for the safe development of low-altitude operations [3][4]. - The company has identified significant potential in the low-altitude economy, particularly in optimizing flight paths and supporting the development of unmanned traffic management (UTM) systems [3][4]. Group 4: Acquisition of Likong Technology - The acquisition of Likong Technology is progressing smoothly, with the company being a leading player in the domestic SCD industry, focusing on smart manufacturing and data monitoring solutions [3][4]. - Likong Technology has a strong market presence and technical capabilities, having been a pioneer in the SCD software field and achieving significant penetration in various industrial sectors [3][4].