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]

近日，由北京大学国家发展研究院等单位联合举办的第三期中国低空经济论坛举行。 据中国民航局预测，2025年我国低空经济市场规模将突破1.5万亿元，到2035年有望达到3.5万亿元。万 亿级的市场规模吸引着各地政府与企业跑步入场。 对于各地高涨的发展热情，在近日由北京大学国家发展研究院等单位联合举办的第三期中国低空经济论 坛上，有专家提醒：需要让低空经济自我滚动、自然发展，从场景到技术，而不是从技术到场景。发展 低空经济要考虑如何实现商业闭环，完全依靠政府拿钱补贴，是长久不了的。 8月24日，在位于山东莱西市店埠镇的青岛莱西通航产业园，飞行爱好者驾驶轻型运动飞机。 当地发展 飞行培训与低空文旅研学，激活低空经济消费活力。 新华社发（张进刚摄） 低空经济"三分在天空，七分在地面" 探索商业模式创新，抓住"刚需、痛点、高频" 论坛现场，低空经济"场景为王"的理念已深入人心，绝大多数发言嘉宾都会强调场景和商业模式的重要 性。 近期，中科星图（全称"中科星图股份有限公司"）发力低空经济领域，该公司副总裁郭国龙在论坛现场 谈到，推动低空经济发展，除了技术创新之外，商业模式的创新也非常重要。 郭国龙以中科星图的"动态船只跟踪 ...

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]

金融界消息 截至2025年8月25日收盘，中科星图（688568）报收于46.26元，上涨12.31%，换手率 4.37%，成交量35.33万手，成交金额15.31亿元。 天眼查商业履历信息显示，中科星图股份有限公司，成立于2006年，位于北京市，是一家以从事软件和 信息技术服务业为主的企业。企业注册资本54332.593万人民币，实缴资本31689.7271万人民币。公司法 定代表人为许光銮。 通过天眼查大数据分析，中科星图股份有限公司共对外投资了23家企业，参与招投标项目405次，知识 产权方面有商标信息173条，专利信息243条，此外企业还拥有行政许可10个。 来源：金融界 资金流向方面，今日主力资金净流入4587.83万元，占比成交额3.0%。其中，超大单净流入7352.96万 元、占成交额4.8%，大单净流出2765.12万元、占成交额1.81%，中单净流出流出3511.51万元、占成交 额2.29%，小单净流出1076.32万元、占成交额0.7%。 中科星图最新一期业绩显示，截至2025一季报，公司营业总收入5.04亿元、同比增长20.48%，归属净利 润2077.66万元，同比增长971.00% ...

东方证券指出，随着政策鼓励下卫星火箭关键系统部件制造持续加快，加上海南商发二期发射工位的建 成投入使用，未来卫星制造端与火箭发射端有望共振，组网进度有望持续加快，同时商业航天全套产业 链也有望充分受益。 截至2025年8月25日 14:48，中证国防指数(399973)强势上涨1.56%，成分股中科星图(688568)上涨 11.97%，鸿远电子(603267)上涨6.86%，中简科技(300777)上涨5.82%，航天电子(600879)，楚江新材 (002171)等个股跟涨。国防ETF(512670)上涨1.62%，最新价报0.88元。 国防ETF紧密跟踪中证国防指数，中证国防指数选取隶属于十大军工集团公司旗下的上市公司证券，以 及为国家武装力量提供武器装备，或与军方有实际装备承制销售金额或签订合同的相关上市公司证券作 为指数样本，以反映国防产业上市公司证券的整体表现。目前跟踪国防军工类的13只ETF中（名字带航 天、国防、军工的ETF），国防ETF的管理费+托管费仅0.40%，是同类最低且唯一。 消息面上，据IT时报消息，相关部门近期将会发放卫星互联网牌照。卫星互联网领域一位资深技术专家 表示:"牌照的 ...