中科星图股份有限公司 截至 2025 年 6 月 30 日止 前次募集资金使用情况报告及鉴证报告 信会师报字[2025]第 ZG12751 号 目 录 页 次 一、 前次募集资金使用情况报告的鉴证报告 1-2 二、 前次募集资金使用情况报告 1-10 关于中科星图股份有限公司截至2025年6月30日止 前次募集资金使用情况报告的鉴证报告 信会师报字[2025]第ZG12751号 中科星图股份有限公司全体股东： 我们接受委托，对后附的中科星图股份有限公司（以下简称"中 科星图公司"）截至2025年6月30日止前次募集资金使用情况报告（以 下简称"前次募集资金使用情况报告"）执行了合理保证的鉴证业务。 一、管理层的责任 中科星图公司管理层的责任是按照中国证券监督管理委员会《监 管规则适用指引——发行类第7号》的相关规定编制前次募集资金使 用情况报告。这种责任包括设计、执行和维护与前次募集资金使用情 况报告编制相关的内部控制，确保前次募集资金使用情况报告真实、 准确、完整，不存在虚假记载、误导性陈述或重大遗漏。 二、注册会计师的责任 我们的责任是在执行鉴证工作的基础上对前次募集资金使用情 况报告发表鉴证结论。 三、 ...

证券代码：688568 证券简称：中科星图 公告编号：2025-061 中科星图股份有限公司 根据中国证券监督管理委员会（以下简称"中国证监会"）《监管规则适用 指引——发行类第7号》的相关规定，中科星图股份有限公司（以下简称"公司"） 将截至2025年6月30日止前次募集资金使用情况报告如下： 一、前次募集资金基本情况 （一）首次公开发行股票募集资金 中国证监会于2020年6月11日出具《关于同意中科星图股份有限公司首次公 开发行股票注册的批复》（证监许可﹝2020﹞1131号），同意公司首次公开发行 股票的注册申请。公司于2020年6月公开发行人民币普通股（A股）5,500万股， 每股面值人民币1.00元，每股发行认购价格为人民币16.21元，共计募集资金总额 人民币891,550,000.00元，扣除与发行有关的费用人民币90,865,985.17元（不含税） 后，公司实际募集资金净额为人民币800,684,014.83元。上述资金已于2020年7月2 日到位，立信会计师事务所（特殊普通合伙）于2020年7月2日对公司本次公开发 行新股的资金到位情况进行了审验，并出具了《验资报告》（信会师报字[2020 ...

中科星图股份有限公司 关于 2025 年度"提质增效重回报"专项行动方案的 半年度评估报告 为深入贯彻落实《关于开展沪市公司"提质增效重回报"专项行动的倡议》， 践行"以投资者为本"的上市公司发展理念，中科星图股份有限公司（以下简称 "中科星图"、"公司"）于2025年3月4日在上海证券交易所网站（www.sse.com.cn） 披露了《中科星图股份有限公司 2025 年度"提质增效重回报"行动方案》（以 下简称"行动方案"）。 2025 年上半年，公司以"提升经营质量、强化投资者回报、培育新质生产 力"为核心，根据行动方案积极落实相关举措，切实履行上市公司的责任和义务， 维护全体股东利益。公司认真评估 2025 年上半年的实施效果，于 2025 年 8 月 28 日召开第三届董事会第九次会议，审议通过《关于公司 2025 年度"提质增效 重回报"专项行动方案的半年度评估报告的议案》，现将行动方案的半年度实施 进展和工作成果报告如下： 一、聚焦主营业务，专注核心领域，提升经营质量 中科星图作为空天信息技术创新的引领者、商业航天产业链条的整合者、低 空经济产业发展的推动者，不断深化空天信息、商业航天和低空产业技 ...

证券代码：688568 证券简称：中科星图 公告编号：2025-059 中科星图股份有限公司 2025年半年度募集资金存放与实际使用情况的专项报告 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。 根据《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》 及《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》等相关 规定，中科星图股份有限公司（以下简称"公司"）就 2025 年半年度募集资金 存放与使用情况作如下专项报告： 一、募集资金基本情况 （一）首次公开发行股票募集资金 中国证券监督管理委员会（以下简称"中国证监会"）于 2020 年 6 月 11 日 出具《关于同意中科星图股份有限公司首次公开发行股票注册的批复》（证监许 可﹝2020﹞1131 号），同意公司首次公开发行股票的注册申请。公司于 2020 年 6 月公开发行人民币普通股（A 股）5,500 万股，每股面值人民币 1.00 元，每股 发行认购价格为人民币 16.21 元，共计募集资金总额人民币 891,550,000.00 元， ...

证券代码：688568 证券简称：中科星图 公告编号：2025-060 中科星图股份有限公司 关于 2025 年半年度计提资产减值准备的公告 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。 中科星图股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开第 三届董事会第九次会议，审议通过了《关于公司 2025 年半年度计提资产减值 准备的议案》，该议案无需提交至股东大会审议，现将具体情况公告如下： 一、计提资产减值准备情况概述 根据《企业会计准则》及相关会计政策的规定，为客观、公允地反映公司 截至 2025 年 6 月 30 日的财务状况和 2025 年半年度的经营成果，本着谨慎性 原则，公司对截至 2025 年 6 月 30 日合并报表范围内各类应收款项、存货、合 同资产、固定资产、无形资产等资产进行了全面清查，认为上述资产中部分资 产存在一定的减值迹象，公司对各项可能发生减值损失的有关资产计提信用及 资产减值准备。 2025 年上半年度，公司计提的信用减值准备及资产减值准备共计 91,575,982.31 元 ...

Group 1: Stock Performance - Fudan Microelectronics, Cambricon, and Amlogic showed the best performance with daily increases of 5.7%, 5.31%, and 4.45% respectively [1] - Lattice Semiconductor, Hehe Information, and Newpoint Software had weaker performances with daily declines of 0.84%, 0.18%, and 0.1% respectively [1] - The Huabao Sci-Tech AI ETF (589520) passively tracks the Sci-Tech AI Index (950180), which saw a daily increase of 2.76% [1] Group 2: Industry Developments - On August 25, 2025, a trillion-yuan industrial mother fund launched 26 sub-funds focusing on supporting the development of integrated circuits [2] - On August 26, new companies in the integrated circuit sector were established by New Unisplendour Group, Sinda Semiconductor, and Cambricon to promote collaborative innovation in the industry chain [2] - On August 27, SK Hynix announced the mass production of the world's first 321-layer QLC NAND flash memory, marking a breakthrough in storage technology [2] Group 3: Semiconductor Industry Trends - The semiconductor industry is experiencing growth driven by new technologies in automotive electronics, renewable energy, IoT, big data, and AI [2] - The push for domestic production is increasing due to US-China trade tensions, highlighting the importance of supply chain security and self-sufficiency in semiconductor manufacturing [2] - The domestic wafer manufacturing and supporting industries are accelerating their development, with expectations for significant breakthroughs in domestic chip supply [2] Group 4: ETF Insights - The Huabao Sci-Tech AI ETF (589520) saw a price increase of over 3.9% on August 28, with a trading volume exceeding 100 million yuan and a total fund size of 594 million yuan [3] - The ETF is characterized by high elasticity, with a 20% fluctuation limit and a strong offensive nature, as nearly 70% of its top ten holdings are in the semiconductor sector [5] - The ETF's holdings are positioned to benefit from the acceleration of AI integration in edge computing and software [5]

Group 1 - The core viewpoint of the article highlights the significant growth potential of China's low-altitude economy, with projections estimating the market size to exceed 1.5 trillion yuan by 2025 and reach 3.5 trillion yuan by 2035, attracting government and enterprise interest [1] - Experts at the China Low Altitude Economy Forum emphasize the importance of developing low-altitude economy from the ground up, focusing on practical applications and commercial viability rather than solely relying on government subsidies [1][4][5] Group 2 - The forum discussed the necessity of innovative business models in the low-altitude economy, with examples such as the use of drones for delivering supplies to ships on the Yangtze River, which significantly reduces costs and time [4][5] - The concept of "scene-oriented" development is stressed, where successful low-altitude applications must address urgent needs, pain points, and high-frequency usage [5] - Infrastructure development is crucial for the low-altitude economy, requiring investments in facilities such as general airports, eVTOL landing sites, and low-altitude communication networks [7][8] - The article mentions the need for careful planning to avoid redundant infrastructure and resource waste, emphasizing the importance of a unified approach to low-altitude infrastructure development [8] - Investment perspectives suggest that local governments and enterprises should leverage their unique resources and characteristics to develop tailored low-altitude economic strategies, avoiding homogenization [9]

Core Viewpoint - Zhongke Xingtou's stock price has shown significant growth this year, with a notable increase in both revenue and net profit, indicating strong business performance and investor interest [1][2]. Group 1: Stock Performance - As of August 27, Zhongke Xingtou's stock price increased by 2.00%, reaching 46.41 CNY per share, with a total market capitalization of 37.503 billion CNY [1]. - The stock has risen 35.86% year-to-date, with a 16.37% increase over the last five trading days, 24.86% over the last 20 days, and 38.62% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to March 2025, Zhongke Xingtou reported revenue of 504 million CNY, representing a year-on-year growth of 20.48%, and a net profit attributable to shareholders of 20.776 million CNY, which is a remarkable increase of 971.00% [2]. Group 3: Business Overview - Zhongke Xingtou, established on January 20, 2006, and listed on July 8, 2020, is located in Beijing and specializes in software sales, data services, technology development, and system integration [1]. - The company's revenue composition includes 70.76% from GEOVIS technology development and services, 21.46% from specialized equipment and system integration, and 7.78% from GEOVIS software sales and data services [1]. Group 4: Shareholder Information - As of March 31, 2025, Zhongke Xingtou had 23,200 shareholders, an increase of 3.61% from the previous period, with an average of 23,451 circulating shares per shareholder, a decrease of 3.49% [2]. - The company has distributed a total of 279 million CNY in dividends since its A-share listing, with 190 million CNY distributed over the last three years [3].

Core Viewpoint - The satellite industry ETF (159218) has shown significant growth, with a 28% year-to-date increase and a recent daily surge of 4.63%, indicating strong investor interest and potential in the satellite sector [2][1]. Group 1: ETF Performance - The satellite industry ETF (159218) has recorded a 28% increase in its value since its establishment just over three months ago [2]. - On August 25, the ETF experienced a daily increase of 4.63%, attracting 17 million in capital [1]. - Key constituent stocks such as China Satellite and Changjiang Communication have shown strong performance, with China Satellite hitting the daily limit up [1][3]. Group 2: Industry Developments - The Ministry of Industry and Information Technology is expected to issue satellite internet licenses to major operators, marking a significant step towards commercializing satellite communication services [5]. - The rapid launch of satellites by China Star Network, with five batches in 22 days, signals an acceleration in the development of low-orbit satellite internet [5][6]. - The industry is under pressure to launch approximately 1,300 satellites by September 2029 to secure frequency and orbital resources [6]. Group 3: Future Outlook - The satellite internet sector is viewed as a long-term strategic initiative rather than a quick profit opportunity, with implications for 6G development and space resource competition [7]. - The current focus is on high-throughput satellites serving niche markets, while consumer-level services will require further development of low-orbit satellite constellations [6][8]. - The issuance of licenses is seen as the starting point for a competitive landscape in satellite internet, with the efficiency of future satellite launches being crucial for China's position in this field [8].

Market Overview - On August 25, the Shanghai Composite Index rose by 1.51% to 3883 points, marking a ten-year high, with a total trading volume of 3.18 trillion yuan, indicating accelerated inflow of new capital [1] - The Huaxia Sci-Tech AI ETF (589010) increased by 3.56%, initially surging over 13% before stabilizing at high levels, with notable stocks like Aerospace Hongtu hitting a 20% limit up [1] - The Robot ETF (562500) closed up 1.59%, showing resilience with a strong end-of-day rally, while key holdings like Yuntian Lifei and Jiangsu Beiren saw significant gains [1] Key Developments in AI Sector - Nvidia announced the launch of its Jetson AGX Thor robot chip module, set to ship next month, with a starting price of $3,499, available to global customers including China [2] - Huawei is set to release a new AI SSD on August 27, aiming to address capacity limitations in traditional HBM and enhance AI training and inference capabilities [2] - Malaysia's SkyeChip introduced its first AI processor, MARS1000, marking a significant step for the country's semiconductor industry [2] Institutional Insights - Tianfeng Securities highlighted the positive trend in China's AI sector, noting advancements in domestic model capabilities and the acceleration of AI commercialization in Hong Kong stocks, reinforcing long-term investment opportunities in the AI sector [3] Popular ETFs - The Robot ETF (562500) is recognized as the only ETF in the market with over 100 billion yuan in scale, providing comprehensive coverage of the Chinese robotics industry [4] - The Huaxia Sci-Tech AI ETF (589010) is positioned to capture the "singularity moment" in the AI industry with its 20% price fluctuation and flexibility in small and mid-cap stocks [4]