思看科技（杭州）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 为践行"以投资者为本"的上市公司发展理念，维护全体股东利益，基于 对公司未来发展前景的信心及价值的认可，思看科技（杭州）股份有限公司 （以下简称"公司"）制定了 2025 年度"提质增效重回报"专项行动方案，以 进一步巩固公司行业领先地位，提升公司经营业绩，强化市场竞争力，保障投 资者权益，树立良好的资本市场形象。 2025 年上半年，行动方案主要举措的落实（进展）及成效情况如下： 一、聚焦主营业务，启动双品牌战略，深入开拓全球市场 2025 年上半年，公司实现营业收入 17,684.85 万元，较上年同期增长 17.70%，整体增长稳定；归属于上市公司股东的净利润 5,400.77 万元，同比增 长 2.06%。公司上半年经营情况保持良好增长。为了进一步提升公司产品综合 竞争力，2025 年公司正式启动双品牌战略，构建以"SCANOLOGY"为核心驱 动的高端工业级品牌，与面向万物数字化的专业级品牌"3DeVOK"并驾齐 驱，形成完整的"双品牌驱动"战略新格局。 "SCANOLOGY"凝聚着公司深耕工业计量领 ...

证券代码：688583 证券简称：思看科技 公告编号：2025-035 思看科技（杭州）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。 一、募集资金基本情况 根据中国证券监督管理委员会（以下简称"中国证监会"）《上市公司募集 资金监管规则》《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》和《上海证券交易所科创板股票上市规则》等相关规定，思看科技（杭州） 股份有限公司（以下简称"公司"）董事会将公司 2025 年半年度（以下简称"报 告期"）募集资金存放与实际使用情况专项说明如下： （一）实际募集资金金额和资金到位时间 根据中国证监会出具的《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），公司获准首次向社会公 众公开发行人民币普通股（A 股）股票 1,700 万股，发行价格为人民币 33.46 元/ 股，募集资金总额为人民币 568,820,000.00 元，扣除各项发行费用后募集 ...

Group 1: AI Medical - Ping An Good Doctor's stock surged by 6.99% on August 26, with its price doubling in the past month. The company reported an AI product system "7+N+1" with an accuracy rate of approximately 98% for AI-assisted consultations and nearly 80% for complex disease treatment plans [4] - The average service cost for family doctors decreased by about 52% due to AI assistance, and operational efficiency improved by around 50% [4] Group 2: Artificial Intelligence Policy - The State Council released an opinion on August 26 to implement the "Artificial Intelligence+" initiative, aiming for over 70% application penetration of new intelligent terminals and agents by 2027, and over 90% by 2030 [5] - The initiative includes building national AI application pilot bases and promoting the transformation of software and information service companies [5] Group 3: 5.5G Development - The Ministry of Industry and Information Technology is expected to issue the second batch of millimeter-wave private network frequency licenses, with more companies anticipated to receive licenses by the end of the year [6] - This issuance indicates the maturity of the domestic millimeter-wave 5G industry chain and is expected to initiate a wave of innovation in the sector [7] Group 4: Gaming Industry - The National Press and Publication Administration approved 173 games in August 2025, setting a new record for the year, including 166 domestic and 7 imported games [9] - The gaming market is projected to maintain long-term optimistic growth, with the 3A game market expected to reach 13.3 billion yuan in 2025 and 16.9 billion yuan in 2026, with a CAGR of 35% anticipated from 2027 to 2028 [9] Group 5: Company Earnings - Cambrian reported a net profit of 1.038 billion yuan in the first half of 2025, compared to a loss of 530 million yuan in the same period last year [12] - North Rare Earth's net profit surged by 1951.52% year-on-year to 931 million yuan in the first half of 2025 [12] - Light Media's net profit increased by 371.55% year-on-year to 2.229 billion yuan in the first half of 2025 [12]

通过天眼查大数据分析，思看科技(杭州)股份有限公司共对外投资了5家企业，参与招投标项目215次， 知识产权方面有商标信息61条，专利信息279条，此外企业还拥有行政许可13个。 来源：金融界 思看科技最新一期业绩显示，截至2025一季报，公司营业总收入8710.90万元、同比增长26.38%，归属 净利润2697.46万元，同比增长21.23%，扣非净利润2425.94万元，同比增长22.32%，流动比率6.843、速 动比率6.399、资产负债率9.59%。 天眼查商业履历信息显示，思看科技(杭州)股份有限公司，成立于2015年，位于杭州市，是一家以从事 科技推广和应用服务业为主的企业。企业注册资本8840万人民币，实缴资本5100万人民币。公司法定代 表人为王江峰。 金融界消息 截至2025年8月19日收盘，思看科技（688583）报收于97.85元，下跌1.04%，换手率 8.39%，成交量1.48万手，成交金额1.44亿元。 资金流向方面，今日主力资金净流出1324.57万元，占比成交额9.23%。其中，超大单净流出476.45万 元、占成交额3.32%，大单净流出848.12万元、占成交额5.91% ...

Market Overview - On August 13, the Shanghai Composite Index rose by 0.48%, the CSI 300 increased by 0.79%, the STAR 50 gained 0.74%, the CSI 1000 climbed 1.45%, the ChiNext Index surged 3.62%, and the Hang Seng Index went up by 2.58% [4][5]. - The best-performing sectors on August 13 were telecommunications (+4.91%), non-ferrous metals (+2.37%), electronics (+2.01%), pharmaceutical biology (+1.73%), and electric power equipment (+1.66%). The worst-performing sectors included banking (-1.06%), coal (-0.81%), food and beverage (-0.42%), textiles and apparel (-0.4%), and public utilities (-0.2%) [4][5]. - The total trading volume for the A-share market on August 13 was 21,752.11 billion yuan, with a net outflow of 8.277 billion Hong Kong dollars from southbound funds [4][5]. Important Recommendations - The report highlights the company "ThinkScan Technology" (688583) as a leader in 3D laser scanning technology, emphasizing its potential for global competitiveness [6]. - The recommendation logic is based on the belief that 3D laser scanning is a high-growth new industry with significant potential, contrary to market perceptions of limited growth due to a fragmented downstream market [6]. - The company's products are applicable in various fields such as quality inspection, simulation assembly, motion state analysis, and reverse engineering, with a traditional coordinate measuring machine market size of 39.7 billion yuan in 2023 [6][7]. - The report anticipates that the penetration of 3D laser scanning technology will increase, driven by its efficiency compared to traditional measurement methods [6][7]. Key Drivers - Expansion of downstream application areas, increased demand for optical inspection, and improvements in product competitiveness due to technological breakthroughs are identified as key drivers for the company's growth [7]. Profit Forecast and Valuation - The projected revenue for the company from 2025 to 2027 is 416 million yuan, 560 million yuan, and 726 million yuan, with growth rates of 25%, 35%, and 30% respectively. The net profit attributable to the parent company is expected to be 149 million yuan, 202 million yuan, and 272 million yuan, with growth rates of 24%, 35%, and 35% respectively [7]. - Earnings per share are forecasted to be 1.69 yuan, 2.28 yuan, and 3.08 yuan, with price-to-earnings ratios of 57, 42, and 31 times [7]. Catalysts - Growth in company orders, the release of production capacity from fundraising projects, and the expansion of 3D laser scanning technology applications in the robotics sector are seen as catalysts for future growth [7]. Important Insights - The report discusses the concept of responsible management in the context of ESG (Environmental, Social, and Governance) practices, emphasizing the need for public fund managers to adopt soft governance strategies to enhance corporate governance, particularly in protecting minority shareholder rights [8][9]. - The shift towards responsible management is viewed as a new model of corporate governance driven by changes in investor structure [9].

Core Points - In the first seven months of 2025, a total of 59 new companies were listed on the Shanghai Stock Exchange, Shenzhen Stock Exchange, and Beijing Stock Exchange, raising a total of 59.116 billion yuan [1] - Among these, the Sci-Tech Innovation Board saw 8 companies listed, collectively raising 8.117 billion yuan [1] - Seven companies opted for the first set of listing standards, which require a minimum expected market value of 1 billion yuan and specific profit and revenue criteria [1] Company Listings - Yitang Co., Ltd. (688729.SH) was listed on July 8, 2025, raising 2.49748 billion yuan with underwriting fees of 92.2118 million yuan, following the fourth listing standard [2] - Yingstone Innovation (688775.SH) was listed on June 11, 2025, raising 1.93807 billion yuan with underwriting fees of 158.3475 million yuan, adhering to the first listing standard [2] - Hanbang Technology (688755.SH) was listed on May 16, 2025, raising 500.94 million yuan with underwriting fees of 37.2891 million yuan, also following the first listing standard [2] - Other companies listed under the first standard include Shengke Nano (688757.SH), Haibosichuang (688411.SH), Xingfu Electronics (688545.SH), Sikan Technology (688583.SH), and Saifen Technology (688758.SH), with varying amounts raised and underwriting fees [2]

Group 1 - The company has elected a new employee representative director, Ms. Zhu Xiaojuan, to the second board of directors, which will serve a term of three years starting from the approval date of the second extraordinary general meeting of shareholders in 2025 [1][6][7] - The second board of directors consists of three non-independent directors and three independent directors, along with the employee representative director, ensuring that the number of employee representatives does not exceed half of the total board members [2][7] - The company has decided to abolish the supervisory board, transferring its powers to the audit committee of the board of directors [14] Group 2 - The company has authorized its management to conduct foreign exchange derivative trading to mitigate risks associated with exchange rate fluctuations, with a total limit of up to $15 million or its equivalent in RMB [22][23] - The foreign exchange derivative trading will be conducted using the company's own funds and will not involve speculative trading [25][26] - The company has established risk control measures to manage potential risks associated with foreign exchange derivative trading, including careful selection of trading partners and adherence to relevant laws and regulations [31][32]

Group 1 - The core point of the announcement is the election of the second board of directors for Sikan Technology (Hangzhou) Co., Ltd., with the addition of an employee representative director, Ms. Zhu Xiaojuan, elected on July 31, 2025 [1][2][6] - The second board of directors will consist of three non-independent directors and three independent directors, along with the employee representative director, serving a term of three years from the date of approval by the shareholders' meeting [1][36] - The company has decided not to establish a supervisory board, with its functions being assumed by the audit committee of the board of directors [35][42] Group 2 - The company plans to conduct foreign exchange derivative trading to mitigate risks associated with foreign exchange rate fluctuations, with an authorized trading limit of up to $15 million (or equivalent in RMB) [8][10] - The foreign exchange derivative trading will be conducted using the company's own funds and will not involve speculative trading [11][12] - The board of directors has approved the foreign exchange derivative trading proposal, which does not require shareholder meeting approval [14][22] Group 3 - The company has implemented risk control measures for foreign exchange derivative trading, including prudent trading principles and careful selection of trading partners [17][18] - The company aims to enhance its financial stability and reduce the adverse impact of exchange rate fluctuations on its operating performance and shareholder equity [20][22] - The company has established a management system for foreign exchange derivative trading, ensuring compliance with relevant laws and regulations [18][22]

Overview of the Announcement - The company aims to conduct foreign exchange derivative transactions to mitigate risks associated with foreign exchange rate fluctuations and enhance financial stability [1][2] - The total transaction amount is capped at 15 million USD (or equivalent in RMB) over a period of 12 months, starting from the approval date by the board [1][2] Transaction Details - The funding for the foreign exchange derivative transactions will come from the company's own funds, without involving raised funds or bank credit [2] - The company will utilize simple and transparent foreign exchange derivative instruments such as forward contracts, options, and swaps, ensuring that transactions are not speculative or arbitrage in nature [2][3] - The board has authorized the general manager or designated business leaders to make decisions and sign relevant documents within the approved limits [2][3] Risk Management - The company acknowledges potential risks including exchange rate fluctuations, internal control weaknesses, customer default risks, and liquidity risks [3][4] - To mitigate these risks, the company will adopt a cautious approach, ensuring that foreign exchange assets and liabilities are well-matched, and will select reputable financial institutions as trading partners [4][5] - A dedicated management system for foreign exchange derivative transactions has been established, with trained personnel to oversee operations and compliance with legal regulations [5][6] Impact on Financial Performance - The foreign exchange derivative transactions are expected to enhance the company's ability to manage foreign exchange risks, thereby protecting its operating performance and shareholder interests [4][6] - The company will follow relevant accounting standards for the recognition and measurement of financial instruments related to these transactions [4][6] Sponsor's Review - The sponsor has confirmed that the board's approval process for the foreign exchange derivative transactions was properly followed and that the company has established necessary risk control measures [6]

思看科技（杭州）股份有限公司 公司及控股子公司拟开展的外汇衍生品交易的资金来源为自有资金，不涉及 使用募集资金或银行信贷资金。 （三）交易方式 公司及控股子公司将按照衍生品套保原则和汇率风险中性管理原则，根据合 同需要灵活选择外汇远期、外汇期权、外汇掉期等结构相对简单透明、流动性强、 风险可认知、市场有公开参考价格、不超过 12 个月的外汇衍生工具，不从事复 杂嵌套、与不可控因素挂钩的外汇衍生工具交易。交易对手为具有外汇衍生品交 易业务经营资格、经营稳健且资信良好的国内和国际性金融机构。 三、开展外汇衍生品交易业务的必要性和可行性 一、公司开展外汇衍生品交易的背景 在外汇环境不稳定、汇率波动较为频繁的背景下，为有效防范和规避外币汇 率波动可能带来的不利影响，提高应对外汇波动风险的能力，促进财务稳健性， 公司及子公司拟使用自有资金开展外汇衍生品交易业务。 公司及子公司结合实际业务情况适度开展外汇衍生品交易业务具备必要性 和可行性，能在一定程度上防范和规避外汇市场波动有可能带来的风险，有利于 进一步增强财务稳健性，符合公司实际发展需要。 二、开展外汇衍生品交易业务的基本情况 （一）交易金额及期限 预计任一交易日持 ...