重要内容提示： 公司控股股东、实际控制人刘建德先生共持有公司股份 59,769,474 股， 占公司总股本的 38.10%。本次解冻 53,132,672 股，占其持股数量比例 88.90%， 占公司总股本的 33.87%。本次解冻后，刘建德先生持有公司股份被冻结数量为 6,636,802 股，占其持股数量比例 11.10%，占公司总股本的 4.23%。 深圳市科思科技股份有限公司（以下简称"公司"）于近日通过中国证券登 记结算有限责任公司上海分公司系统查询，获悉控股股东、实际控制人刘建德先 生此前被冻结的股份 53,132,672 股已经解冻，占其持股数量比例 88.90%。相关 情况如下： 一、 本次解除冻结的股份原冻结情况 公司于 2025 年 9 月 13 日披露了刘建德先生持有的公司股份被冻结的相关事 宜，冻结原因主要系刘建德先生个人民事债务纠纷，对方提起诉中保全所致。具 体内容详见公司于该日在上海证券交易所网站（www.sse.com.cn）披露的《关于 控股股东所持股份被冻结的公告》（公告编号：2025-080）。 证券代码：688788 证券简称：科思科技 公告编号：2025-081 深圳市科 ...

Group 1 - The core point of the article is that Kosi Technology (SH 688788) announced the unfreezing of shares held by its controlling shareholder, Liu Jiande, which significantly impacts the company's shareholding structure [1] - Liu Jiande holds a total of 59,769,474 shares, representing 38.10% of the company's total equity, with 53,132,672 shares (88.90% of his holdings) being unfrozen, which accounts for 33.87% of the total equity [1] - After the unfreezing, Liu Jiande has 6,636,802 shares still frozen, which is 11.10% of his holdings and 4.23% of the company's total equity [1] Group 2 - For the fiscal year 2024, Kosi Technology's revenue composition is as follows: civilian products account for 57.79%, military products for 41.73%, and other businesses for 0.48% [1] - As of the report, Kosi Technology has a market capitalization of 8.9 billion yuan [2]

证券代码：688788 证券简称：科思科技 公告编号：2025-082 深圳市科思科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 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 承担个别及连带责任。 深圳市科思科技股份有限公司（以下简称"公司"）于 2025 年 9 月 10 日召开 第四届董事会第三次会议，审议通过了《关于变更公司注册资本、修订<公司章 程>并办理工商变更登记的议案》。具体情况详见公司于 2025 年 9 月 11 日在上 海证券交易所网站（www.sse.com.cn）披露的《关于变更公司注册资本、修订< 公司章程>并办理工商变更登记的公告》（公告编号：2025-079）。 2、统一社会信用代码：91440300758626314J 3、类型：股份有限公司（上市、自然人投资或控股） 4、法定代表人：刘宗林 5、注册资本：15,687.4408 万元 6、成立日期：2004 年 2 月 27 日 7、地址：深圳市南山区粤海街道高新区社区科苑南路 3156 号深圳湾创新科 技中心 2 栋 A ...

Market Overview - The military electronics sector experienced a decline of 1.28% on September 15, with Kesi Technology leading the drop [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Notable gainers in the military electronics sector included: - *ST Wanfang (000638): Closed at 4.41, up 2.08% with a trading volume of 129,000 shares and a turnover of 56.43 million yuan [1] - Aopu Optoelectronics (002338): Closed at 49.95, up 1.01% [1] - Turei Technology (600562): Closed at 27.80, up 0.72% [1] - Major decliners included: - Kesi Technology (688788): Closed at 55.17, down 4.72% with a trading volume of 75,200 shares and a turnover of 418 million yuan [2] - Xinguang Optoelectronics (688011): Closed at 42.25, down 3.85% [2] - Jinxin Nuo (300252): Closed at 15.52, down 3.78% with a trading volume of 1,328,900 shares and a turnover of 2.084 billion yuan [2] Capital Flow - The military electronics sector saw a net outflow of 1.668 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.217 billion yuan [2]

Core Viewpoint - The company operates in an industry characterized by long settlement cycles, resulting in a relatively large scale of accounts receivable [2] Group 1: Accounts Receivable Management - The company has robust contracts that provide more security compared to ordinary commercial contracts, ensuring the safety of receivables due to the strong creditworthiness of major clients [2] - Current collection status meets expectations, and the company is continuously enhancing accounts receivable management by refining collection efforts and strengthening the collection of long-aged receivables [2] - The company has sufficient capital reserves to meet long-term funding needs [2] Group 2: Bad Debt Provisions - The company will strictly adhere to accounting standards and relevant regulations when assessing and provisioning for bad debts, taking into account operational management, market environment changes, and other factors [2]

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]