思看科技公告，杭州启源视觉科技有限公司起诉公司不正当竞争，涉诉金额1004万元。原告认为被告思 看科技为获取不正当竞争优势，对原告实施不正当竞争侵权行为。原告提出的诉讼请求包括判令被告立 即停止不正当竞争行为、删除非法拍摄的视频资料、赔偿经济损失1000万元及维权合理支出4万元。 ...

Group 1 - The core viewpoint of the news is that Sikan Technology has shown a positive stock performance with a 2.31% increase on January 21, 2025, and a trading volume of 94.05 million yuan, indicating investor interest and activity in the stock [1] - As of January 21, 2025, Sikan Technology's financing balance is 140 million yuan, which constitutes 4.42% of its market capitalization, reflecting a significant level of leverage in its capital structure [1] - The company reported a revenue of 268 million yuan for the period from January to September 2025, representing a year-on-year growth of 15.80%, while the net profit attributable to shareholders decreased by 1.28% to 79.08 million yuan [2] Group 2 - Sikan Technology has distributed a total of 50.66 million yuan in dividends since its A-share listing, indicating a commitment to returning value to shareholders [3] - As of September 30, 2025, the number of shareholders has decreased by 12.33% to 4,287, while the average number of circulating shares per shareholder has increased by 14.07% to 4,124 shares [2] - Notable changes in institutional holdings include an increase in shares held by Huaxia Stable Growth Mixed Fund and new entries from several funds, indicating shifting investor sentiment and potential confidence in the company's future [3]

Investment Rating - The report initiates coverage on the company with an "Accumulate" rating [2] Core Insights - The company, Sikan Technology, is a leading domestic manufacturer of 3D scanners, showing steady growth in performance and profitability that exceeds comparable companies in the industry. The company is rapidly innovating its products and expanding into downstream applications such as aerospace and healthcare [1][6] - The global market for 3D visual digitization products is projected to grow from 12.29 billion yuan in 2022 to 40.01 billion yuan by 2027, with a CAGR of 26.6%. In China, the market is expected to grow from 1.49 billion yuan in 2022 to 6.03 billion yuan by 2027, with a CAGR of 32.3% [6][41] - The company holds a significant market share in the domestic handheld and tracking 3D scanning products, ranking first in China and second globally in the manual product segment [6][55] - The company has a high gross margin of over 75%, with a projected revenue CAGR of 27.6% and a net profit CAGR of 21.3% from 2021 to 2024 [6][19] Financial Data and Valuation - The company is expected to achieve total revenue of 3.92 billion yuan in 2025, with a year-on-year growth of 18%, and a net profit of 1.30 billion yuan, reflecting an 8% increase [1][6] - The financial projections for the company from 2023 to 2027 indicate a steady increase in total revenue and net profit, with revenue expected to reach 5.62 billion yuan and net profit 1.68 billion yuan by 2027 [1][6] - The company's price-to-earnings (PE) ratio is projected to decrease from 77.8 in 2023 to 52.8 in 2027, indicating an improving valuation over time [1][6] Market Position and Competitive Landscape - The company is positioned as a leader in the domestic industrial-grade 3D scanning market, with a focus on both industrial and professional-grade products [11][14] - The competitive landscape shows that the top five companies in the manual product market hold a combined market share of 59.1%, with Sikan Technology leading at 16.3% [55][57] - The company benefits from a concentrated ownership structure, with the top three shareholders holding a combined 50.78% of the shares, which may influence strategic decisions [31][32] Growth Opportunities - The company is expanding into multiple emerging sectors, including commercial aerospace and brain-machine interfaces, which opens new growth avenues [6][71] - The increasing demand for 3D visual digitization products across various industries, including automotive, healthcare, and education, supports the company's growth trajectory [47][53] - The trend of domestic substitution in the 3D scanning market is gaining momentum, as local manufacturers improve technology and offer competitive pricing [56][60]

Core Viewpoint - Sikan Technology has shown a mixed financial performance with a revenue increase but a slight decline in net profit, indicating potential growth opportunities alongside challenges in profitability [2]. Group 1: Financial Performance - For the period from January to September 2025, Sikan Technology achieved a revenue of 268 million yuan, representing a year-on-year growth of 15.80% [2]. - The net profit attributable to shareholders for the same period was 79.08 million yuan, which reflects a decrease of 1.28% compared to the previous year [2]. Group 2: Shareholder and Market Activity - As of January 19, 2025, Sikan Technology's stock price decreased by 0.81%, with a trading volume of 125 million yuan [1]. - The company had a net financing purchase of 2.97 million yuan on January 19, 2025, with a total financing balance of 135 million yuan, accounting for 4.23% of its market capitalization [1]. - The number of shareholders decreased by 12.33% to 4,287, while the average number of circulating shares per person increased by 14.07% to 4,124 shares [2]. Group 3: Dividend and Institutional Holdings - Sikan Technology has distributed a total of 50.66 million yuan in dividends since its A-share listing [3]. - As of September 30, 2025, major institutional shareholders include Huaxia Stable Growth Mixed Fund, which increased its holdings by 17.63 million shares, and new entrants like Zhongyou Ruixin Enhanced Bond A [3].

Market News - China will release December import and export data on January 14, with exports expected to grow by 3.0% year-on-year, down from 5.9% in November, while imports are anticipated to decline by 2.9% [3] - The trade balance for December 2025 will also be published on January 14, with total goods trade from January to November 2025 reaching 41.21 trillion yuan, a year-on-year increase of 3.6% [3] Commodity Futures - The Shanghai Futures Exchange will adjust the price limit for platinum and palladium futures contracts to 16% starting from January 13, 2026, with the trading margin standard set at 18% [4] Energy Outlook - The U.S. Energy Information Administration (EIA) will release its Short-Term Energy Outlook report on January 13, maintaining the WTI crude oil price forecast for 2025 at slightly below $69 per barrel [5] U.S. Economic Data - The U.S. will release December CPI data on January 13, with core CPI expected to rebound significantly, predicted at 0.36% by Morgan Stanley and 0.38% by Bloomberg, both higher than the average of 0.08% in October and November [6] - Key economic indicators including October and November PPI and November retail sales will also be released, with expectations of moderate PPI growth and a 0.7% rebound in retail sales for November [6] Federal Reserve - The Federal Reserve will publish its latest Beige Book on January 14, indicating that government shutdowns and AI applications have weakened the job market, while rising tariffs and healthcare costs have increased business expenses [7] Earnings Season - The earnings season for Q4 2025 will commence this week, with major banks including JPMorgan, Citigroup, and Goldman Sachs set to report [8] Sector Events - The second China eVTOL Innovation Development Conference is scheduled for January 15-16, 2026, in Shanghai, focusing on the new commercial era of eVTOL [10] - The fourth Data Center Liquid Cooling & AI Chip Thermal Management Supply Chain Conference will be held on January 14-15, 2026, in Shenzhen [10] - China's first comprehensive law in the nuclear energy sector, the Atomic Energy Law, will take effect on January 15, 2026 [11] Individual Company News - Hangyu Technology announced on January 11 that it has repurchased 752,800 shares, with plans to sell them within six months [13] - Huadong Medicine's subsidiary has developed a breakthrough treatment for severe hypertriglyceridemia, which has been included in the list of breakthrough therapies by the National Medical Products Administration [13] - Jingfeng Mingyuan plans to acquire 100% of Sichuan Yichong Technology Co., with a key review meeting scheduled for January 16, 2026 [13] - TSMC has commenced research on its next-generation 1.4nm process, with risk trial production expected to start in 2027 [13] Lock-up Expiration - From January 12 to January 16, 2026, 23 companies will have lock-up shares released, totaling 2.434 billion shares with a market value of approximately 48.56 billion yuan [16] - The highest market value of lock-up shares released on January 12 is from Tianxin Pharmaceutical at 7.84 billion yuan [17] New Stock Calendar - Two new stocks are set to be issued this week, with a total issuance of approximately 34 million shares and expected fundraising of 1.909 billion yuan [19] Market Outlook - The current market enthusiasm is driven by concentrated inflows from previously cautious funds, with expectations for continued momentum in thematic and small-cap stocks until after the Two Sessions [22] - Guojin Securities suggests that the spring market is likely to perform well, with a focus on AI investments and the recovery of domestic manufacturing [23] - Everbright Securities anticipates sustained market heat but warns of potential cooling as the Lunar New Year approaches, recommending attention to sectors like electronics and power equipment [24]

思看科技（杭州）股份有限公司 首次公开发行部分限售股及部分战略配售限售股上市 流通公告 证券代码：688583 证券简称：思看科技 公告编号：2026-003 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： 本次股票上市类型为首发战略配售股份（限售期 12 月）；股票认购方式 为网下，上市股数为3,315,001股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 除首发战略配售股份外，其他本次股票上市类型为首发限售股份；股票认 购方式为网下，上市股数为9,808,440股。 本次股票上市流通总数为13,123,441股。 三、本次限售股上市流通的有关承诺 （一）公司股东深圳市达晨创程私募股权投资基金企业（有限合伙）、杭州达 晨创程股权投资基金合伙企业（有限合伙）、深圳市财智创赢私募股权投资企业（有 限合伙）、中信证券投资有限公司、杭州云栖创投股权投资合伙企业（有限合伙）、 杭州海邦数瑞股权投资合伙企业（有限合伙）、台州华睿沣收股权投资合伙企业（有 限合伙）、成都雅清创业投资合伙企业（有限合伙 ...

首次公开发行部分限售股及部分战略配售限售股上市流通 的核查意见 中信证券股份有限公司 关于思看科技（杭州）股份有限公司 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为思看科 技（杭州）股份有限公司（以下简称"思看科技"或"公司"）首次公开发行股 票并在科创板上市及持续督导的保荐人，根据《证券发行上市保荐业务管理办法》 《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》等有关规定，对思看科技首次公开发行部分限售 股及部分战略配售限售股上市流通事项进行了审慎核查，具体情况如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2024 年 8 月 29 日出具的《关于同意思看科 技（杭州）股份有限公司首次公开发行股票注册的批复》（证监许可〔2024〕1226 号），思看科技（杭州）股份有限公司（以下简称"思看科技"或"公司"）获准 首次向社会公开发行人民币普通股（A 股）1,700.00 万股，并于 2025 年 1 月 15 日在上海证券交易所科创板上市。公司首次公开发行股票前总股本为 5,100.00 万股，首次公开发行股票后总股 ...

每经AI快讯，思看科技1月7日晚间发布公告称，公司限售股份约1312万股将于2026年1月15日解禁并上 市流通。 每经头条（nbdtoutiao）——十年首现，沪指连续站稳关键位置！高盛：建议高配中国股票！券商分析 师：人民币升值等因素加速跨境资本回流 （记者 曾健辉） ...

证券代码：688583 证券简称：思看科技 公告编号：2026-001 思看科技（杭州）股份有限公司 （一）审议通过《关于向激励对象首次授予限制性股票的议案》 根据《上市公司股权激励管理办法》、公司《2025 年限制性股票激励计划（草 案）》等相关规定和公司 2025 年第三次临时股东会的授权，公司 2025 年限制性 股票激励计划规定的授予条件已经成就。 公司董事会同意确定本次限制性股票的首次授予日为 2025 年 12 月 30 日， 向符合授予条件的 98 名激励对象首次授予 89.28 万股限制性股票，授予价格为 47.68 元/股。具体内容详见公司在上海证券交易所网站（www.sse.com.cn）披露 的《关于向激励对象首次授予限制性股票的公告》。 表决结果：同意 7 票、反对 0 票、弃权 0 票。 本议案已经薪酬与考核委员会审议通过。 第二届董事会第五次会议决议公告 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。 一、董事会会议召开情况 思看科技（杭州）股份有限公司（以下简称"公司"）第二届董事会第五次 会 ...

证券代码：688583 证券简称：思看科技 公告编号：2026-002 思看科技（杭州）股份有限公司 关于向激励对象首次授予限制性股票的公告 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： 思看科技（杭州）股份有限公司（以下简称"公司"或"思看科技"）《2025 年限制性股票激励计划（草案）》（以下简称"本激励计划"或"《激励计划》"） 规定的限制性股票首次授予条件已成就，根据 2025 年第三次临时股东会的授权， 公司董事会于 2025 年 12 月 30 日召开第二届董事会第五次会议，审议通过了《关 于向激励对象首次授予限制性股票的议案》，同意确定 2025 年 12 月 30 日为首次 授予日，向符合授予条件的 98 名激励对象首次授予 89.28 万股限制性股票，授 予价格为 47.68 元/股。现将有关事项说明如下： 一、限制性股票授予情况 （一）本次限制性股票授予已履行的决策程序和信息披露情况 1、2025年12月3日，公司召开第二届董事会第四次会议，审议通过了《关于 公司<2025年限制性股票 ...