Group 1 - The company will participate in the 2025 semi-annual performance briefing for the artificial intelligence industry organized by the Shanghai Stock Exchange on September 9, 2025, from 15:00 to 17:00 [2][3] - The briefing will be held in an online text interaction format, allowing investors to engage and ask questions [2][3] - Key personnel attending the briefing include the Chairman, General Manager, Independent Director, Chief Financial Officer, and Board Secretary [2] Group 2 - Investors can submit questions for the briefing from September 2, 2025, to September 8, 2025, by logging into the Shanghai Stock Exchange Roadshow Center or via the company's email [3] - After the briefing, investors can view the main content and details of the event on the Shanghai Stock Exchange Roadshow Center [3]

关于参加 2025 年半年度科创板人工智能行业 集体业绩说明会的公告 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。 重要内容提示： 投资者可于 2025 年 9 月 2 日（星期二）至 9 月 8 日（星期一）16:00 前登录 上 证 路 演 中 心 网 站 首 页 ， 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 ir.ropeok@ropeok.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 证券代码：688619 证券简称：罗普特 公告编号：2025-044 罗普特科技集团股份有限公司 （二）会议召开地点：上证路演中心（http://roadshow.sseinfo.com） 会议召开时间：2025 年 9 月 9 日（星期二）15:00-17:00 会议召开地点：上海证券交易所上证路演中心（http://roadshow.sseinfo.com） 会议召开方式：上证路演中心网络文字互动 （三）会议召开方式：上证路演中心网络文字互动 三、参加人员 董事长、总经理：陈延行 ...

Core Viewpoint - The report by Kaiyuan Securities on Luopute highlights the company's transformation and growth potential in the computer vision sector, giving it a "Buy" rating for investment [1][2]. Group 1: Company Overview - Luopute has been deeply engaged in computer vision for 20 years and has established a national-level AI technology center, providing solutions in public safety, smart justice, and smart cities [2]. - The company is recognized as a leading supplier of AI technology solutions that empower digital economic development in China [2]. Group 2: Financial Performance - In the first half of 2025, Luopute achieved a revenue of 70 million yuan, representing a year-on-year increase of 81.4% [2]. - The net profit improved to a loss of 50 million yuan, reducing the loss by 2.0361 million yuan compared to the previous year [2]. - The net cash flow from operating activities turned positive at 7.3425 million yuan [2]. Group 3: Future Growth Prospects - The company is expected to return to a high growth trajectory with the recovery of its traditional business and the expansion of new businesses in integrated models and robotics [2]. - Forecasted net profits for 2025, 2026, and 2027 are -85 million yuan, 60 million yuan, and 110 million yuan, respectively, with corresponding PE ratios of 58.1 and 31.6 for 2026 and 2027 [2]. Group 4: Strategic Initiatives - The company is advancing into the private deployment of large model integrated machines, with the DeepSeek model being a key product that offers "soft and hard collaboration" and is suitable for various industries [3]. - Luopute has partnered with leading robotics companies to develop specialized robots for smart security and industrial applications, aiming to become a benchmark enterprise in Fujian's robotics industry [4].

Group 1 - The core viewpoint of the news is that 罗普特 experienced a decline in stock price and significant changes in financing activities, indicating potential volatility in its market performance [1] - On August 26, 罗普特's stock price fell by 3.41%, with a trading volume of 98.21 million yuan. The financing buy-in amount was 12.07 million yuan, while the financing repayment was 14.32 million yuan, resulting in a net financing buy of -2.25 million yuan [1] - As of August 26, the total financing and securities lending balance for 罗普特 was 73.12 million yuan, which accounts for 2.18% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of June 30, 罗普特 had 8,326 shareholders, an increase of 10.92% from the previous period, while the average circulating shares per person decreased by 9.85% to 22,272 shares [2] - For the first half of 2025, 罗普特 reported operating revenue of 71.22 million yuan, representing a year-on-year growth of 81.38%. However, the net profit attributable to the parent company was -47.37 million yuan, showing a slight increase of 4.12% year-on-year [2] - Since its A-share listing, 罗普特 has distributed a total of 24.80 million yuan in dividends, with no dividends paid in the last three years [3]

Core Viewpoint - The recent financial report of Luopute (688619) shows significant growth in revenue, but the company continues to face challenges with net profit and high accounts receivable levels [1] Financial Performance - Total revenue for the reporting period reached 71.22 million, an increase of 81.38% year-on-year [1] - Net profit attributable to shareholders was -47.37 million, a year-on-year increase of 4.12% [1] - In Q2, revenue was 50.72 million, up 228.62% year-on-year, while net profit was -22.75 million, an increase of 19.65% year-on-year [1] - Gross margin stood at 25.61%, up 21.6% year-on-year, while net margin was -67.15%, an increase of 46.85% year-on-year [1] - Total operating expenses (sales, management, and financial) amounted to 41.34 million, accounting for 58.05% of revenue, a decrease of 50.39% year-on-year [1] Balance Sheet Changes - Accounts receivable increased significantly, reaching 241.14% of the latest annual revenue [1] - Transactional financial assets decreased by 73.62% due to the redemption of certain financial products [2] - Notes receivable dropped by 99.44% due to the maturity of acceptance bills [3] - Prepayments increased by 54.09% due to payments for goods and short-term leases [3] - Construction in progress surged by 416.88% due to new construction and improvements [4] - Right-of-use assets rose by 3470.6% due to the renewal of the office lease in Xiamen [5] - Intangible assets increased by 91.08% due to the acquisition of land use rights by a subsidiary [6] - Long-term deferred expenses grew by 96.78% due to new project expenditures with a benefit period of over one year [7] Liabilities and Cash Flow - Notes payable increased by 213.94% due to the issuance of new notes [8] - Employee compensation payable decreased by 46.5% as bonuses from the previous year were paid out [9] - Tax payable rose by 30.44% due to an increase in VAT payable [10] - Current portion of non-current liabilities increased by 160.02% due to the rise in long-term borrowings due within one year [11] - Operating income increased by 81.38% due to the delivery of previously won projects [11] - Operating costs rose by 70.93% in line with the increased scale of accepted projects [11] - Net cash flow from operating activities increased by 110.42% due to higher sales collections and reduced operating expenditures [11] Investment and Financing Activities - Net cash flow from investing activities increased by 127.99% due to reduced external investments [12] - Net cash flow from financing activities surged by 288.2% due to decreased expenditures on stock buybacks and other financing activities [12] Fund Holdings - The largest fund holding Luopute is Bohai Huijin New Momentum Theme Mixed A, with 88,700 shares held, and a current scale of 0.43 billion [13]

重要内容提示： 根据罗普特科技集团股份有限公司（以下简称"公司"）2025 年第二次临 时股东大会的授权，公司于 2025 年 6 月 23 日召开第三届董事会第五次会议，审 议通过了《关于向 2025 年股票期权激励计划激励对象首次授予股票期权的议案》， 根据《上市公司股权激励管理办法》及上海证券交易所、中国证券登记结算有限 责任公司上海分公司有关规定，公司已完成 2025 年股票期权激励计划（以下简 称"激励计划"）授予登记工作，现将有关情况公告如下： 罗普特科技集团股份有限公司 关于 2025 年股票期权激励计划首次授予登记完成的公告 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。 证券代码：688619 证券简称：罗普特 公告编号：2025-043 一、已履行的相关审批程序和信息披露情况 1、2025 年 6 月 11 日，公司召开了第三届董事会第四次会议，审议通过了 《关于<公司 2025 年股票期权激励计划（草案）>及其摘要的议案》《关于<公司 2025 年股票期权激励计划实施考核管理办法>的议案》《关于提请股 ...

Financial Performance - In the first half of 2025, the company achieved operating revenue of 71.22 million yuan, representing a year-on-year increase of 81.38% [1][2] - The net profit attributable to shareholders was -47.37 million yuan, an improvement from -49.41 million yuan in the same period last year [1][2] - The company's cash flow from operating activities was 7.34 million yuan, a significant recovery from -70.48 million yuan in the previous year [2] Historical Performance - In 2024, the company reported operating revenue of 142.96 million yuan, a decline of 68.35% compared to 2023 [2][4] - The net profit attributable to shareholders for 2024 was -193.23 million yuan, worsening from -47.89 million yuan in 2023 [4] - In 2023, the company recorded operating revenue of 448 million yuan, a substantial increase of 164.69% year-on-year [3] Stock Market Activity - The company was listed on the Sci-Tech Innovation Board on February 23, 2021, with an initial public offering price of 19.31 yuan per share [5] - The stock reached a peak price of 42.22 yuan on its first trading day but has since experienced a decline and is currently in a state of underperformance [5] Fundraising and Use of Proceeds - The total amount raised by the company was 904 million yuan, with a net amount of 819 million yuan after expenses [6] - The funds were intended for the construction of a research and development center, market expansion, and working capital [6]

Core Viewpoint - The company, 罗普特科技集团股份有限公司, reported significant growth in its half-year performance, with a revenue increase of 81.38% year-on-year, and a reduction in net loss, indicating a positive trend in business optimization and quality improvement [1]. Group 1: Financial Performance - The company achieved a revenue of 71.2163 million yuan in the first half of the year, reflecting a year-on-year growth of 81.38% [1]. - The company reported a reduction in net loss of 2.0361 million yuan compared to the previous year [1]. Group 2: Business Development - The company is making significant progress in various emerging sectors, particularly in AI integrated hardware and software solutions, which have become a highlight of its innovation matrix [1]. - In the public safety and social governance sectors, the company is leveraging AI technology to transition from "experience-driven" to "data-driven" conflict resolution, with key solutions including an intelligent conflict early warning system and an online mediation platform [1]. - In the technology and cultural tourism sector, the company focuses on enhancing visitor experience and operational efficiency through AI-driven digital and intelligent upgrades in scenic areas [1]. Group 3: Strategic Initiatives - The company has strategically launched the "DeepSeek Integrated Machine" business line in collaboration with Inspur, focusing on a universal AI integrated hardware and software solution adaptable to various industries [2]. - The company has partnered with the Jinjiang Municipal Government to establish an AI industry demonstration benchmark and an internationally competitive product, aiming to promote the AI integrated equipment and industry ecosystem [2]. - The company is also planning to expand into blue ocean markets such as smart healthcare and intelligent manufacturing, with solutions addressing the urgent needs of an aging society [2].

Core Insights - Luopute (688619.SH) released its semi-annual report for 2025 on August 22, 2025, indicating that institutional investors hold a total of 33.3398 million shares, accounting for 17.98% of the total share capital [1] Institutional Holdings - As of August 21, 2025, there are 9 institutional investors disclosing their holdings in Luopute A-shares, with a total holding amount of 33.3398 million shares [1] - The institutional investors include various partnerships and investment management companies, with the total institutional holding ratio decreasing by 0.38 percentage points compared to the previous quarter [1] Public Fund Holdings - Among public funds, there was an increase in holdings from one public fund, specifically the Bohai Huijin New Momentum Theme Mixed A, which saw a slight increase in its holding ratio [1]

Core Insights - The company reported significant revenue growth in the first half of 2025 but continued to face losses, marking the fourth consecutive year of mid-year losses, indicating ongoing profitability pressure [1] Financial Performance - The net profit margin improved from -126.33% in the first half of 2024 to -67.15% in 2025, an increase of 59.18 percentage points, while the gross profit margin declined from 34.80% to 25.61%, a decrease of 9.19 percentage points [3] - The return on equity (ROE) for the first half of 2025 was -5.46%, continuing a four-year trend of decline, reflecting deteriorating shareholder return capabilities [5] - The net cash flow from operating activities turned positive at 0.07 billion yuan, compared to -0.7 billion yuan in the same period of 2024 [5] - The debt-to-asset ratio increased to 42.05%, up by 0.43 percentage points year-on-year [5] Market Position - As of the first half of 2025, only one institutional investor held shares in the company, a significant drop from 22 in the same period of 2024 [7] - The company's market capitalization peaked at 79.07 billion yuan on February 23, 2021, and currently stands at 33.30 billion yuan, requiring a 137.42% increase in stock price to reach its historical high [7] - The stock price has increased by 105.26% year-to-date, indicating market expectations for the company's business transformation [7]