Core Insights - The company, Suochen Technology, emphasizes the integration of physical laws into AI models to enhance the stability, interpretability, and real-world adaptability of embodied intelligent systems [1] Group 1: Technology and Innovation - Suochen Technology plans to launch an embodied intelligent virtual training platform by July 2025, which will feature efficient algorithm iteration acceleration capabilities [1] - The platform will deeply integrate a core physical AI system with a computational physics engine, allowing for precise replication of various physical parameters [1] - The training platform aims to seamlessly connect real-world perception data with virtual training data, addressing the issue of training effectiveness due to discrepancies between virtual and real environments [1] Group 2: Operational Efficiency - The complete process of "data collection - training - generation - evaluation" will be streamlined, making robot training more economical, efficient, realistic, and simpler [1]

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 5.17% to 91.50 CNY per share, with a total market capitalization of 8.153 billion CNY [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%), and other services [1] - The company was founded on February 24, 2006, and went public on April 18, 2023, indicating its recent entry into the stock market [1] Group 2 - The fund "Puyin Ansheng High-end Equipment Mixed A" holds a significant position in Suochen Technology, having increased its holdings by 52,200 shares to a total of 246,300 shares, representing 7.11% of the fund's net value [2] - The fund has achieved a year-to-date return of 53.96% and a one-year return of 55.18%, ranking 782 out of 8100 and 711 out of 8065 in its category, respectively [2] - The fund manager, Li Haoxuan, has been in charge for nearly three years, with the fund's total asset size at 3.425 billion CNY and a best return of 104.24% during his tenure [3]

Core Viewpoint - The company, Suochen Technology, is actively engaged in the commercial aerospace sector through its subsidiary, Kunyulan Cheng, which focuses on satellite target detection, situational awareness, aerospace engineering operation and maintenance, and safety services [1][1]. Group 1 - The subsidiary Kunyulan Cheng provides services related to satellite target detection and situational awareness [1]. - The company emphasizes ongoing investment in technology research and development [1]. - There is a commitment to actively expand industry applications [1].

Core Viewpoint - The company, Suochen Technology, is focusing on the commercial aerospace sector, particularly through its subsidiary, Kunyulan Cheng, which provides satellite target detection, situational awareness, and aerospace engineering operation and safety services [1] Group 1 - The subsidiary Kunyulan Cheng is primarily engaged in satellite target detection and situational awareness services [1] - The company emphasizes ongoing investment in technology research and development [1] - There is a commitment to actively expand industry applications [1]

Group 1 - The core viewpoint of the article highlights that the company, Suochen Technology, is actively engaged in the commercial aerospace sector through its subsidiary, Kunyu Lancheng, which provides satellite target detection and situational awareness services, as well as aerospace engineering operation and safety services [1] - The company emphasizes its commitment to continuous technological research and development while actively expanding its industry applications [1]

Group 1 - The company, Suochen Technology (688507.SH), confirmed its subsidiary, Kunyulan Cheng, provides services in the commercial aerospace sector, including satellite target detection and operational maintenance for aerospace engineering [2] - The company is committed to ongoing technological research and development while actively expanding its industry applications [2] - In response to investor inquiries, the company emphasized that specific details regarding orders, clients, and collaborations should be referenced in its official periodic reports and announcements [2]

证券日报网讯 12月16日，索辰科技发布公告称，公司第二届董事会第二十二次会议审议通过《关于部 分募投项目内部投资结构调整及项目延期的议案》。 （文章来源：证券日报） ...

Core Viewpoint - The company, Suochen Technology, announced adjustments to its internal investment structure for its "R&D Center Construction Project" and "Annual Production of 260 DEMX Underwater Noise Test Instruments" project, delaying the completion of the R&D center from April 2026 to April 2028 [2][3] Group 1: Project Adjustments - The investment progress for the "R&D Center Construction Project" is only 27.87% as of June 30, 2025, while the "Annual Production of 260 DEMX Underwater Noise Test Instruments" project has surpassed 50% [3] - The company plans to reduce personnel salary input for the R&D project by 49%, with a budget cut of 127 million yuan, while increasing the budget for equipment purchases by 125 million yuan [4] - The adjustments aim to enhance the efficiency of fund usage and expedite the company's strategic implementation, focusing on meeting equipment needs rather than building a high-end R&D talent team [4] Group 2: Financial Performance - In the first three quarters of 2025, the company reported a revenue of 106 million yuan, a year-on-year increase of 27.83%, but incurred a net loss of 75.95 million yuan, reflecting a "revenue growth without profit" situation [6] - Despite being in a favorable market for domestic alternatives and industrial software, the company's financial performance remains under pressure, with a net loss exceeding 30 million yuan in the third quarter of 2025 [6] - The average salary of R&D personnel decreased from 210,500 yuan in the first half of 2024 to 157,300 yuan in the first half of 2025, despite an increase in the number of R&D staff from 185 to 202 [6]

Group 1 - The company held its 22nd meeting of the second board on December 16, 2025, where all 7 attending directors approved the agenda [2][4] - The board approved the adjustment of internal investment structure and the postponement of the "Research and Development Center Construction Project" and "Annual Production of 260 DEMX Underwater Noise Testers Project" [3][12] - The deadline for the "Research and Development Center Construction Project" to reach the intended usable state has been postponed from April 2026 to April 2028 [3][10] Group 2 - The company raised a total of RMB 253,746.97 million from the public offering of 10,333,400 shares at a price of RMB 245.56 per share, with a net amount of RMB 231,574.91 million after deducting fees [7][8] - As of June 30, 2025, the company has invested a total of RMB 50,446.40 million of the raised funds [8] - The adjustments in the internal investment structure are based on the actual construction progress and strategic development needs, ensuring that the project implementation subject, total investment, and fund usage remain unchanged [6][11] Group 3 - The adjustments in the investment structure include increasing the investment in equipment and rental for the "Research and Development Center Construction Project" while reducing personnel costs [9] - For the "Annual Production of 260 DEMX Underwater Noise Testers Project," the company has increased fixed asset investment while reducing working capital [9] - The postponement is due to the complexity of the CAE products requiring highly skilled professionals, leading to a more cautious approach in fund utilization [10][11] Group 4 - The board's decision on the adjustments and postponement is within its approval authority and does not require shareholder meeting approval [6][12] - The sponsor institution, Guotai Junan Securities, has provided a clear verification opinion on the matter [7][13] - The adjustments will not adversely affect the company's normal operations or long-term development plans [11]

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 部分募投项目内部投资结构调整及项目延期的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐人"）作为上 海索辰信息科技股份有限公司（以下简称"索辰科技"、"公司"或"发行人"） 首次公开发行股票并在科创板上市的保荐人，根据《证券发行上市保荐业务管理 办法》《上市公司募集资金监管规则》《上海证券交易所科创板股票上市规则》《上 海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等有关法律法 规和规范性文件的要求，就索辰科技部分募投项目内部投资结构调整及项目延期 的事项进行了核查，并发表如下核查意见： 一、募集资金基本情况 经中国证券监督管理委员会证监许可〔2023〕461 号《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》同意注册，公司向社会公开 发行人民币普通股（A 股）10,333,400 股，发行价格 245.56 元/股，募集资金总 额为人民币 2,537,469,704.00 元，扣除各项发行费用后的实际募集资金净额为人 民币 2,315,749,104.82 元。上述资金已全部到位，经中汇会计师事 ...