Group 1 - Aikaisibo Electric Co., Ltd. experienced a decline of 5.01% on September 2, with a stock price of 41.16 yuan per share and a total market capitalization of 4.749 billion yuan [1] - The company specializes in the research, development, production, and sales of power electronic conversion and control equipment, and was established on January 19, 1996, with its listing date set for September 28, 2023 [1] Group 2 - Yongying Fund has a significant holding in Aikaisibo, with its fund "Yongying Manufacturing Upgrade Smart Selection Mixed Initiation A" (024202) holding 19,900 shares, accounting for 4.99% of the fund's net value, making it the ninth largest holding [2] - The fund has a total scale of 10.4382 million yuan and has achieved a return of 11.73% since its inception on June 11, 2025 [2] Group 3 - The fund manager of Yongying Manufacturing Upgrade Smart Selection Mixed Initiation A is Hu Ze, who has been in the position for 2 years and 91 days, managing assets totaling 2.639 billion yuan [3] - During Hu Ze's tenure, the best fund return was 135.48%, while the worst return was -3.28% [3]

Group 1 - Aikesaibo's stock price fell by 5.72% to 43.33 yuan, currently in a state of breaking issue [1] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on September 28, 2023, with an issuance of 20.62 million shares at a price of 69.98 yuan per share [1] - On the first day of trading, the stock reached a peak price of 75.39 yuan, marking the highest price since its listing [1] Group 2 - Aikesaibo raised a total of 1.442 billion yuan through its initial public offering, with a net amount of 1.318 billion yuan, exceeding the original plan by 937.694 million yuan [1] - The funds raised are intended for various projects, including the industrialization of precision special power supplies and the upgrade of the R&D center [1] - The total issuance costs for the IPO amounted to 125.2936 million yuan, with underwriting fees of 106.0091 million yuan [1] Group 3 - Aikesaibo announced a cash dividend of 0.51134 yuan per share and a stock bonus of 0.4 shares for the year 2023 [2] - The record date for the dividend is June 20, 2024, with the ex-dividend date on June 21, 2024 [2] - The new shares will be listed on June 21, 2024, along with the cash dividend distribution [2]

Market Overview - On September 1, the other power equipment sector declined by 0.76%, with Aikesaibo leading the drop [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Stock Performance - Notable gainers in the other power equipment sector included: - Xinfuneng (300593) with a closing price of 21.57, up 7.85% and a trading volume of 675,400 shares, totaling 1.478 billion yuan [1] - Koweier (688551) closed at 45.19, up 5.68% with a trading volume of 39,500 shares [1] - Dongliyuan (600405) closed at 7.08, up 5.51% with a trading volume of 524,700 shares [1] - Conversely, Aikesaibo (688719) led the declines with a closing price of 43.33, down 5.72% and a trading volume of 38,000 shares [2] - Other notable decliners included: - Oulutong (300870) down 4.31% to 255.58 [2] - Keshida (002518) down 3.51% to 35.70 [2] Capital Flow - The other power equipment sector experienced a net outflow of 1.642 billion yuan from institutional investors, while retail investors saw a net inflow of 1.432 billion yuan [2] - Specific stock capital flows included: - Maigemite (002851) with a net inflow of 1.33 billion yuan from institutional investors [3] - Tonghe Technology (300491) saw a net inflow of 52.226 million yuan from institutional investors [3] - Xinfuneng (300593) had a net inflow of 39.7596 million yuan from institutional investors [3]

据证券之星公开数据整理，近期爱科赛博（688719）发布2025年中报。截至本报告期末，公司营业总收 入4.3亿元，同比上升7.92%，归母净利润-1722.27万元，同比下降152.9%。按单季度数据看，第二季度 营业总收入3.16亿元，同比上升20.34%，第二季度归母净利润382.89万元，同比下降85.93%。本报告期 爱科赛博公司应收账款体量较大，当期应收账款占最新年报归母净利润比达661.92%。 本次财报公布的各项数据指标表现一般。其中，毛利率30.64%，同比减20.02%，净利率-4.0%，同比减 148.82%，销售费用、管理费用、财务费用总计7691.91万元，三费占营收比17.87%，同比增32.79%，每 股净资产14.84元，同比减5.13%，每股经营性现金流-0.45元，同比减34.15%，每股收益-0.13元，同比 减146.43% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 266'E | 4.3亿 | 7.92% | | 归母净利润(元) | 3255.99万 | -172 ...

智通财经APP讯，爱科赛博(688719.SH)发布2025年半年度报告，报告期内，公司实现营业收入4.3亿 元，同比增长7.92%。归属于上市公司股东净亏损1722.27万元，归属于上市公司股东的扣除非经常性损 益净亏损2291.56万元，基本每股亏损0.13元。 ...

Company Overview - Aikesaibo's latest stock price is 42.50 yuan, an increase of 2.43 yuan from the previous trading day [1] - The opening price was 40.90 yuan, with a high of 43.33 yuan and a low of 40.70 yuan, achieving a trading volume of 50,929 hands and a transaction amount of 217 million yuan [1] Industry Position - Aikesaibo operates in the power equipment industry, focusing on the research, development, production, and sales of power electronic conversion and control equipment [1] - The company's products are widely used in photovoltaic energy storage, new energy vehicles, and aerospace, with clients including well-known enterprises such as Huawei and BYD [1] Financial Performance - For the first half of 2025, Aikesaibo reported an operating income of 430 million yuan, representing a year-on-year growth of 7.92% [1] - Research and development investment reached 94.0182 million yuan, marking a year-on-year increase of 50.50%, with R&D personnel accounting for 42.01% of the workforce [1] - The fifth supervisory board's ninth meeting approved the semi-annual report and several other proposals [1]

（文章来源：证券日报） 证券日报网讯 8月27日晚间，爱科赛博发布公告称，公司第五届监事会第九次会议审议通过了《关于 2025年半年度报告及其摘要的议案》等多项议案。 ...

Core Viewpoint - Despite facing challenges such as increased competition and cautious capital investment from downstream customers, the company achieved a revenue growth of 7.92% year-on-year, reaching 430.33 million yuan in the first half of 2025, demonstrating operational resilience [1] Group 1: Financial Performance - The company reported a net profit of -17.22 million yuan, a significant decline of 152.90% year-on-year, primarily due to increased R&D expenses and pressure on gross margins from market competition [1] - R&D expenses reached 94.02 million yuan, marking a 50.50% increase year-on-year, with R&D investment accounting for 21.85% of total revenue [2] Group 2: Product Development and Innovation - The company continues to invest heavily in R&D, focusing on launching new products in precision testing power supplies, special power supplies, and power quality control equipment [2] - New products launched include the PRO20 series bi-directional programmable power supply and the Mix series multi-channel programmable power supply system, catering to the evolving needs of the electric vehicle and photovoltaic storage sectors [2] Group 3: Industry Position and Influence - The company has established a strong technical advantage and brand influence in the field of power electronic conversion and control equipment, with products widely used in photovoltaic storage, electric vehicles, aerospace, and rail transportation [3] - The company has become a key supplier of testing power supplies for leading enterprises in the new energy sector, including major clients such as Huawei and BYD [3] - The special power supply segment generated revenue of 72.49 million yuan, a 45% increase year-on-year, and accounted for 16.85% of total revenue, highlighting its strong industry influence [4]

Summary of Key Points Core Viewpoint The company, Xi'an Aike Saibo Electric Co., Ltd., has adjusted the investment amounts and timelines for certain fundraising projects, which is deemed necessary and feasible based on actual construction needs and aligns with the company's strategic development plan. Group 1: Fundraising and Project Overview - The company issued 20.62 million shares at a price of 69.98 RMB per share, raising a total of approximately 1.32 billion RMB [2][3] - The funds raised have been stored in a dedicated account, and the company has signed relevant regulatory agreements with the sponsoring institution and the bank [2] Group 2: Adjustments to Investment Amounts - The investment for the "Precision Special Power Supply Industrialization Project" was originally planned at 120 million RMB, but has been reduced by 34.35 million RMB to 85.65 million RMB [4][5] - The "New Precision Testing Power Supply Expansion Project" had an original investment of 100 million RMB, which has been reduced by 62.24 million RMB to 37.76 million RMB [6] Group 3: Increased Investment in New Projects - The investment for the "Aike Saibo R&D Innovation Headquarters and Advanced Manufacturing Base" project has been increased from 508.58 million RMB to 666.57 million RMB, reflecting an increase of 104.23 million RMB [7] Group 4: Impact of Adjustments - The adjustments are based on actual construction needs and are expected to enhance the company's competitive strength and align with future strategic goals [8] - The adjustments do not harm shareholder interests and comply with relevant regulations [8] Group 5: Project Delays - The timelines for the "Precision Special Power Supply Industrialization Project" and the "New Precision Testing Power Supply Expansion Project" have been postponed to September 28, 2027, due to changes in market conditions and company strategy [20][21] - The company will optimize resource allocation and strengthen project supervision to ensure timely completion [20][21] Group 6: Approval Process - The adjustments were approved by the company's board and supervisory committee, and will be submitted for shareholder approval [21][22] - The supervisory committee confirmed that the adjustments align with the interests of the company and its shareholders [21]

证券代码：688719 证券简称：爱科赛博 公告编号：2025-053 西安爱科赛博电气股份有限公司 关于召开2025年第二次临时股东大会的通知 本公司董事会及全体董事保证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： （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投 票，应按照《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》 等有关规定执行。 （七） 涉及公开征集股东投票权 不涉及 二、 会议审议事项 本次股东大会审议议案及投票股东类型 投票股东类型 召开地点：陕西省西安市高新区新型工业园信息大道 12 号公司 101 会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互联 网投票平台的投票时间 ...