Core Viewpoint - The company is focused on enhancing product competitiveness through increased investment in research and development, particularly in the areas of automation and intelligence [1] Group 1: R&D Focus - The company is concentrating on key areas such as intelligent unmanned equipment, smart wireless communication, and intelligent communication chips [1] - Continuous investment in various fields including computer and network technology, communication, software, cloud computing, virtual reality, artificial intelligence, smart decision-making, and chip design is emphasized [1] Group 2: Management Confidence - The management team expresses strong confidence in the company's future development and is committed to delivering positive operating results to reward investors' trust and support [1]

Group 1 - The company is actively cooperating with local government departments and third-party project construction agencies [1] - The company has obtained the "Confirmation of Successful Bidding for State-owned Construction Land Use Rights" from the Nanjing Planning and Natural Resources Bureau [1] - The company is preparing for trial pile work and is committed to completing the project within the planned timeline [1] Group 2 - The company has sufficient funds to meet the construction needs of the project [1] - The company implements a special account storage system for raised funds, ensuring strict regulation of fund storage, usage, project management, and supervision [1] - The project is expected to enhance overall production capacity and positively impact future operating performance, although specific effects depend on various factors [1]

Core Viewpoint - The company is integrating artificial intelligence with its business products, focusing on the development of intelligent unmanned systems, smart wireless communication, and chip-related projects [1] Group 1: Business Focus - The company is concentrating on the research and development of intelligent unmanned systems, smart wireless communication, and chip-related projects [1] - The applications of these technologies include intelligent perception, intelligent decision-making, information sharing, and situational presentation [1] - The intelligent unmanned product forms cover all domains including land, sea, and air [1] Group 2: Future Plans - The company aims to stay at the forefront of the industry, promoting the implementation of technology and business expansion [1] - Ongoing projects are currently in negotiation and will be disclosed in future reports [1]

Core Viewpoint - The company operates in an industry characterized by long settlement cycles, leading to a relatively large scale of accounts receivable. However, the contracts signed by the company are more secure than typical commercial contracts, ensuring the safety of receivables due to the strong creditworthiness of major clients [1]. Group 1: Accounts Receivable Management - The company is currently experiencing expected collection performance and is continuously enhancing accounts receivable management [1]. - Efforts are being made to refine collection processes, strengthen the collection of long-aged receivables, and optimize delivery cycles and payment terms [1]. Group 2: Financial Health - The company has sufficient financial reserves to meet its long-term funding needs [1]. - The company will strictly adhere to accounting standards and relevant regulations when assessing bad debt provisions, taking into account operational management, market environment changes, and other factors for reasonable asset impairment preparation [1].

Core Viewpoint - The company expects significant revenue growth in the first half of 2025 compared to the same period last year, despite incurring losses due to high R&D investments, increased business development expenses, and appropriate asset impairment provisions [1] Group 1: Financial Performance - The company anticipates a substantial increase in operating income for the first half of 2025 compared to the previous year [1] - The company is maintaining high levels of R&D investment, which contributes to increased operational costs [1] - The company has made appropriate provisions for asset impairment, impacting profitability [1] Group 2: Strategic Focus - The company aims to enhance its system-level solutions in the areas of intelligence and automation through continuous technological accumulation and product iteration [1] - The management is confident in transforming technological advantages into sustainable business growth through new product development, existing product upgrades, and market expansion [1] - The company plans to focus on core technologies and optimize resource allocation to seize industry development opportunities [1]

Group 1 - The core point of the news is that Kesi Technology (SH 688788) announced that shareholder Liu Jiande has had approximately 59.77 million shares frozen, accounting for 38.1% of the company's total share capital [1] - As of the announcement date, Kesi Technology's market capitalization is 9.1 billion yuan [2] - For the fiscal year 2024, Kesi Technology's revenue composition is as follows: civilian products account for 57.79%, military products account for 41.73%, and other businesses account for 0.48% [1]

| 冻结机关 | 北京市第三中级人民法院 | | | | --- | --- | --- | --- | | 股东名称 冻结日期 | 刘建德 年 2025 9 11 | 月 | 日 | 证券代码：688788 证券简称：科思科技 公告编号：2025-080 深圳市科思科技股份有限公司 关于控股股东所持股份被冻结的公告 本公司董事会及除刘建德先生外董事会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： 截至本公告披露日，公司控股股东、实际控制人刘建德先生被冻结 的公司股份数量为 59,769,474 股，占公司股份总数的 38.10%。本次冻结主要系 控股股东、实际控制人个人民事债务纠纷，对方提起诉中保全所致。上述冻结 事项不会导致公司控制权发生变更，亦不会对公司持续经营、公司治理等产生 影响。公司控股股东、实际控制人不存在非经营性资金占用、违规担保等侵害 上公司利益的情形。截至本公告披露日，公司暂未收到与本次股份冻结相关的 正式法律文书、通知或其他信息。 一、股份冻结的具体情况 深圳市科思科技股份有限公司（以下简称"公司 ...

Core Viewpoint - The company is integrating artificial intelligence deeply into its business products, focusing on the development of intelligent unmanned systems, smart wireless communication, and chip-related projects [1] Group 1: Business Focus - The company is concentrating on research and development in intelligent unmanned systems, smart wireless communication, and chip-related projects [1] - The applications of these technologies include intelligent perception, intelligent decision-making, information sharing, and situational presentation [1] - The intelligent unmanned product forms cover all domains including land, sea, and air [1] Group 2: Industry Positioning - The company aims to stay at the forefront of the industry, promoting the implementation of technology and business expansion [1] - Ongoing projects are currently in negotiation and alignment phases, with further details to be disclosed in future reports [1]

Group 1 - The core viewpoint of the news is that Kosi Technology's stock has experienced significant fluctuations, with a year-to-date increase of 176.73% but a recent decline in the last 20 days by 27.36% [1] - As of September 12, Kosi Technology's stock price was 59.02 CNY per share, with a total market capitalization of 9.259 billion CNY [1] - The company has seen a net outflow of 3.9363 million CNY in principal funds, with large orders showing a buy of 35.884 million CNY and a sell of 40.6006 million CNY [1] Group 2 - Kosi Technology, established on February 27, 2004, specializes in the research, production, and sales of military electronic information equipment and related modules [2] - The company's main business revenue composition includes command and control information processing equipment and systems (62.33%), software radar information processing equipment and systems (14.81%), and intelligent unmanned devices and systems (8.13%) [2] - As of June 30, 2025, Kosi Technology reported a revenue of 154 million CNY, a year-on-year increase of 40.54%, while the net profit attributable to the parent company was -109 million CNY, a year-on-year increase of 22.23% [2] Group 3 - Kosi Technology has distributed a total of 136 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] - As of June 30, 2025, the number of shareholders increased by 30.02% to 7,645, with an average of 20,546 circulating shares per person, an increase of 14.24% [2][3] - Among the top ten circulating shareholders, Changxin National Defense and Military Industry Quantitative Mixed A is the fifth largest shareholder, holding 1.1899 million shares as a new shareholder [3]

Group 1 - The company held its third board meeting on September 10, 2025, where it approved the proposal to change its registered capital and amend the Articles of Association [1] - The company completed its share repurchase plan, having repurchased 1,000,000 shares, and subsequently canceled 200,000 shares, reducing its total share capital from RMB 157,074,408 to RMB 156,874,408 [2] - The company plans to amend its Articles of Association in accordance with the changes in registered capital, with the final content subject to approval by the registration authority [2]