证券代码：688507.SH 证券简称：索辰科技 上市地点：上海证券交易所 上海索辰信息科技股份有限公司 重大资产购买报告书（草案）摘要 （修订稿） | 项目 | 交易对方 | | --- | --- | | | 马国华、田晓亮、林威汉、王琳、谷永国、前海 | | | 股权投资基金（有限合伙）、广州华宇科创股权投 | | 现金支付购买资产 | 资合伙企业（有限合伙）、北京幸福远见一号企业 | | | 管理中心（有限合伙）、中原前海股权投资基金 | | | （有限合伙）、北京朗润创新科技有限公司 | 独立财务顾问 签署日期：二〇二五年十一月 上海索辰信息科技股份有限公司重大资产购买报告书（草案）摘要 上市公司声明 本公司及全体董事、高级管理人员保证本报告书及其摘要的内容真实、准 确和完整，不存在虚假记载、误导性陈述或者重大遗漏，并对所提供信息的真 实性、准确性和完整性承担个别和连带的法律责任；如本次交易所披露或提供 的信息涉嫌虚假记载、误导性陈述或者重大遗漏，被司法机关立案侦查或者被 中国证监会立案调查的，在形成调查结论以前，不转让在该上市公司拥有权益 的股份，并于收到立案稽查通知的两个交易日内将暂停转让的书面 ...

上海索辰信息科技股份有限公司重大资产购买报告书（草案） 证券代码：688507.SH 证券简称：索辰科技 上市地点：上海证券交易所 上海索辰信息科技股份有限公司 重大资产购买报告书（草案） （修订稿） | 项目 | 交易对方 | | --- | --- | | | 马国华、田晓亮、林威汉、王琳、谷永 | | | 国、前海股权投资基金（有限合伙）、广 | | | 州华宇科创股权投资合伙企业（有限合 | | 现金支付购买资产 | 伙）、北京幸福远见一号企业管理中心 | | | （有限合伙）、中原前海股权投资基金 | | | （有限合伙）、北京朗润创新科技有限公 | | | 司 | 独立财务顾问 签署日期：二〇二五年十一月 上海索辰信息科技股份有限公司重大资产购买报告书（草案） 上市公司声明 本公司及全体董事、高级管理人员保证本报告书及其摘要的内容真实、准 确和完整，不存在虚假记载、误导性陈述或者重大遗漏，并对所提供信息的真 实性、准确性和完整性承担个别和连带的法律责任；如本次交易所披露或提供 的信息涉嫌虚假记载、误导性陈述或者重大遗漏，被司法机关立案侦查或者被 中国证监会立案调查的，在形成调查结论以前，不转让在该 ...

证券代码：688507 证券简称：索辰科技 公告编号：2025-067 上海索辰信息科技股份有限公司 关于召开2025年第三次临时股东会的通知 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。 重要内容提示： 一、 召开会议的基本情况 （一） 股东会类型和届次 2025年第三次临时股东会 （二） 股东会召集人：董事会 （三） 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相 结合的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 11 月 19 日 14 点 30 分 召开地点：上海市黄浦区淮海中路 138 号中段上海广场办公楼 9 楼 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 （七） 涉及公开征集股东投票权 无 二、 会议审议事项 本次股东会审议议案及投票股东类型 网络投票起止时间：自2025 年 11 月 19 日 至2025 年 11 月 19 日 股东会召开日期：2025年11月19日 本次股东会采用的网络投票系统：上海证券交易所股东 ...

Group 1 - A total of 87 stocks were newly covered by institutions this week, with 14 stocks receiving target prices [1] - Naxin Micro was rated "Accumulate" by Guoyuan Securities with a target price of 207 CNY, while its latest closing price was 172.06 CNY [1] - Tengjing Technology received a "Buy" rating from Guojin Securities with a target price of 146.9 CNY, compared to its latest closing price of 109.63 CNY [1] Group 2 - Other notable stocks include Kingsoft Office, Desay SV, Dazhu CNC, and Northern Rare Earth, which were also mentioned in the report [1] - The report includes a detailed table of stocks with their respective institutions, research dates, latest ratings, target prices, and latest closing prices [2] - For instance, Kexin New Source was rated "Buy" by Guotai Junan Securities with a target price of 66.86 CNY, while its latest closing price was 42.73 CNY [2]

Core Viewpoint - Sorchin Technology, a leading domestic CAE software development company, was listed on the Shanghai Stock Exchange in April 2023 and is recognized for its strong technical foundation and full industry chain advantages, making it a valuable investment opportunity [1] Group 1: Business Performance - For Q3 2025, Sorchin Technology reported revenue of 106 million yuan, ranking 94th among 102 companies in the industry, while the industry leader, Shanghai Steel Union, achieved revenue of 57.318 billion yuan [2] - The net profit for the same period was a loss of 78.109 million yuan, placing the company 84th in the industry, with the top performer, Desay SV, reporting a net profit of 1.805 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Sorchin Technology's debt-to-asset ratio was 5.90%, significantly lower than the industry average of 31.94%, indicating strong solvency [3] - The gross profit margin for the same period was 41.89%, slightly down from 42.63% year-on-year, but still above the industry average of 41.71%, reflecting robust profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 96.76% to 11,300, while the average number of circulating A-shares held per shareholder decreased by 49.18% to 4,342.16 [5] - The company achieved a revenue growth of 27.8% year-on-year for the first three quarters of 2025, despite a slight increase in net losses [5] Group 4: Strategic Developments - In October 2025, Sorchin Technology won a bid for a low-altitude three-dimensional physical asset real-time control platform project, marking a significant step in the commercialization of physical AI [5] - The company is actively pursuing mergers and acquisitions to enhance its research and development capabilities and ecosystem layout, with plans for further actions in the future [5][6] Group 5: Executive Compensation - The chairman and general manager, Chen Hao, received a salary of 1.2583 million yuan in 2024, an increase of 112,200 yuan from the previous year [4]

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Insights - The company reported a steady revenue growth in Q3 2025, with total revenue reaching 106 million yuan, a year-on-year increase of 27.8%. However, the net loss attributable to shareholders was 75.95 million yuan, slightly widening compared to the previous year [7] - The first contract for the physical AI product has been awarded, marking the beginning of revenue generation from this segment. The company won a project worth 30.96 million yuan in October 2025 [7] - The company is actively pursuing mergers and acquisitions to enhance its core industrial software capabilities, with significant cash reserves available for future deals [7] - There is a clear demand for high-precision technology scenarios, particularly in simulation capabilities, which the company's physical AI technology can address [7] - The company is developing a virtual training solution for robotics, which includes real-time multi-physics simulations and adaptive intelligent agents [7] - A three-dimensional low-altitude map is being constructed to facilitate simulation training and real-time navigation, enhancing urban low-altitude environment management [7] - The report emphasizes the company's competitive advantage in physical solving capabilities and maintains the "Buy" rating, projecting revenues of 604 million, 850 million, and 1.105 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 81 million, 120 million, and 160 million yuan [7] Financial Data and Profit Forecast - Total revenue for 2025 is projected at 604 million yuan, with a year-on-year growth rate of 59.5%. The net profit attributable to shareholders is expected to be 81 million yuan, reflecting a growth rate of 96.2% [6] - The gross margin is forecasted to be 72.4% for 2025, with a return on equity (ROE) of 2.8% [6] - The company anticipates achieving a net profit of 160 million yuan by 2027, with a corresponding ROE of 5.0% [6]

Group 1 - The core point of the article is that Suochen Technology (688507.SH) reported its Q3 financial results, showing a revenue increase but a significant net loss [1] Group 2 - For the first three quarters of 2025, the company achieved total operating revenue of 106 million, representing a year-on-year growth of 27.83% [1] - The net profit attributable to shareholders of the parent company was a loss of 75.95 million, which is an increase in loss of 5.30 million compared to the same period last year [1] - The basic earnings per share were reported at -0.86 yuan [1]

Core Insights - The core viewpoint of the article highlights the financial performance of Suochen Technology for the third quarter of 2025, indicating significant revenue growth but also notable net losses [1] Financial Performance - In Q3 2025, Suochen Technology reported revenue of 48.56 million yuan, representing a year-on-year increase of 56.14% [1] - For the first three quarters of 2025, the company achieved revenue of 106 million yuan, which is a year-on-year growth of 27.83% [1] - The net loss for Q3 2025 was 30.25 million yuan, while the net loss for the first three quarters amounted to 75.95 million yuan [1]

证券代码：688507 证券简称：索辰科技 公告编号：2025-062 上海索辰信息科技股份有限公司 关于调整2023年限制性股票激励计划授予价格的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 限制性股票授予价格由 45.08 元/股调整为 44.65 元/股。 上海索辰信息科技股份有限公司（简称"公司"）于 2025 年 10 月 29 日召 开了第二届董事会第二十一次会议，审议通过了《关于调整 2023 年限制性股票 激励计划授予价格的议案》，同意公司根据《上市公司股权激励管理办法》 （简称《管理办法》）《公司 2023 年限制性股票激励计划（草案）》（简称 "本激励计划"或《激励计划（草案）》）的相关规定，以及公司 2023 年第一 次临时股东大会的授权，将 2023 年限制性股票授予价格由 45.08 元/股调整为 44.65 元/股。现将有关事项说明如下： 一、本次限制性股票已履行的决策程序和信息披露情况 1、2023 年 8 月 24 日，公司召开第二届董事会第二次会议，会议审议通过 了 ...

证券代码：688507 证券简称：索辰科技 公告编号：2025-063 上海索辰信息科技股份有限公司（简称"公司"）于 2025 年 10 月 29 日召 开了第二届董事会第二十一次会议，审议通过了《关于作废 2023 年限制性股票 激励计划部分已授予尚未归属的限制性股票的议案》，同意公司根据《上市公 司股权激励管理办法》（简称《管理办法》）、《公司 2023 年限制性股票激励 计划（草案）》（简称"本激励计划"或《激励计划（草案）》）的相关规定， 以及公司 2023 年第一次临时股东大会的授权，同意作废部分已授予尚未归属的 限制性股票。现将有关事项说明如下： 一、本激励计划已履行的决策程序和信息披露情况 1、2023 年 8 月 24 日，公司召开第二届董事会第二次会议，会议审议通过 了《关于<上海索辰信息科技股份有限公司 2023 年限制性股票激励计划（草 案）>及其摘要的议案》《关于<上海索辰信息科技股份有限公司 2023 年限制性 股票激励计划实施考核管理办法>的议案》以及《关于提请公司股东大会授权董 事会办理 2023 年限制性股票激励计划相关事宜的议案》等议案。公司独立董事 就本激励计划相关议案发 ...