证券代码：688788 证券简称：科思科技 公告编号：2025-078 深圳市科思科技股份有限公司 关于股份回购实施结果暨股份变动的公告 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 担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/5/6，由公司控股股东、实际控制人，时任董 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 事长、总经理刘建德提议 | | | | | | | | 回购方案实施期限 | 年 日 2025 5 5 | 月 | 19 | 日~2026 | 年 | 月 | 18 | | 预计回购金额 | 3,000万元~5,000万元 | | | | | | | | 回购价格上限 | 102元/股 | | | | | | | | 回购用途 | √减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | 实际回购股数 | 1, ...

科思科技公告，公司已完成回购计划，累计回购公司股份100万股，占总股本的0.6366%，实际回购金 额为4922.66万元，回购价格区间为39.86元/股~70.52元/股。此次回购股份将用于股权激励或员工持股计 划或注销并减少公司注册资本。公司将于2025年9月4日在中国证券登记结算有限责任公司注销所回购的 股份20万股。 ...

Group 1 - The core viewpoint of the news is that MinSen Investment has conducted research on a listed company, Kesi Technology, which is progressing well in its projects and has a new management team with rich experience set to take over in July 2025 [1] - Kesi Technology reported a revenue of 154.46 million yuan in the first half of 2025, representing a year-on-year growth of 40.54%, while the net profit loss narrowed to -108.72 million yuan [1] - The company has invested heavily in R&D, with expenses reaching 131.11 million yuan, accounting for 84.88% of its revenue [1] Group 2 - Kesi Technology is actively expanding in the chip sector, with its first-generation communication baseband chip already in use, the second generation completed, and the third generation in development [1] - The company is also entering the emergency industry, having been selected for the 'Emergency Mission 2025' exercise equipment list, indicating a strategic diversification [1] - Kesi Technology has partnered with Ascend to receive a PN diamond component partner certification, which will enable it to leverage full-stack AI technology [1]

本公司董事会、除刘建德先生外董事会全体董事及相关股东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： ●持股5%以上股东、核心技术人员持股的基本情况 截至本公告披露日，深圳市科思科技股份有限公司（以下简称"公司"）持股5%以上股东、核心技术人 员梁宏建先生持有公司股份33,340,523股，占公司总股本的21.23%。上述股份来源于公司首次公开发行 前取得及资本公积金转增股本的股份，其中首次公开发行前取得的股份已于2021年10月22日解除限售并 上市流通。 ●减持计划的主要内容 公司近日收到梁宏建先生出具的《关于深圳市科思科技股份有限公司股份减持计划的告知函》，由于个 人资金需求，梁宏建先生计划自本公告披露之日起十五个交易日后的三个月内以集中竞价、大宗交易的 方式减持其所持有的公司股份不超过4,712,232股，即不超过公司总股本的3.00%，其中，通过集中竞价 交易方式减持不超过1,570,744股，不超过公司总股本的1.00%；通过大宗交易方式减持不超过3,141,488 股，不超过公司总股本的2.00%， 减持价格将按照减 ...

Market Overview - The military electronics sector experienced a decline of 3.34% on September 2, with Kesi Technology leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the military electronics sector included: - Shaanxi Huada (301517) with a closing price of 49.22, up 4.72% and a trading volume of 128,000 shares, totaling 611 million yuan [1] - ST Aowei (002231) closed at 4.73, up 3.96% with a trading volume of 300,500 shares, totaling 141 million yuan [1] - Major decliners included: - Kesi Technology (688788) with a closing price of 62.36, down 12.67% and a trading volume of 114,700 shares, totaling 736 million yuan [2] - Huafeng Technology (688629) closed at 85.50, down 12.38% with a trading volume of 286,000 shares, totaling 2.559 billion yuan [2] Capital Flow - The military electronics sector saw a net outflow of 3.434 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.419 billion yuan [2][3] - Specific stock capital flows included: - Shaanxi Huada (301517) had a net inflow from institutional investors of 59.11 million yuan, while retail investors had a net outflow of 37.27 million yuan [3] - Beidou Xingtong (002151) experienced a net inflow of 19.32 million yuan from institutional investors, with a net outflow of 26.32 million yuan from retail investors [3]

Group 1 - Zhonglun New Materials plans to reduce its shareholding by up to 4 million shares, accounting for 1% of the total share capital [1] - Haojiang Intelligent plans to reduce its shareholding by up to 1.5 million shares, accounting for 0.8364% of the total share capital [1] - Dekeli plans to reduce its shareholding by up to 474,180 shares, accounting for 3% of the total share capital [1][2] Group 2 - Fosun Pharma's subsidiary has received FDA approval for its HLX14 injection, intended for treating osteoporosis in postmenopausal women [3][4] - Shengtai Group plans to reduce its shareholding by up to 16.67 million shares, accounting for 3% of the total share capital [5] - Fangyuan Co. plans to reduce its shareholding by up to 15.3 million shares, accounting for 3% of the total share capital [6] Group 3 - Shenkai Co. completed a tender offer, resulting in 14.5655 million shares being accepted, giving the acquirer a 9.71% stake [8] - Guangdong Construction's 90MW solar-storage project in Tibet has achieved full capacity grid connection [9] - Kesi Technology plans to reduce its shareholding by up to 471,220 shares, accounting for 3% of the total share capital [9] Group 4 - Zhongtai Automobile's subsidiary faces forced execution, impacting its operational capacity [10] - Weima Agricultural Machinery plans to reduce its shareholding by up to 960,000 shares, accounting for 0.98% of the total share capital [10] - Tianqi Co. signed a strategic cooperation agreement with EVE Energy to enhance the lithium battery supply chain [11] Group 5 - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co. for a total valuation of up to 1 billion yuan [12] - Dengyun Co. plans to transfer 75% of its subsidiary's equity for 137 million yuan [13] - Sierte has received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [14] Group 6 - Enjie Co. received a VAT refund of 188 million yuan for its subsidiary [15] - Jiama Clothing plans to reduce its shareholding by up to 366,000 shares, accounting for 0.28238% of the total share capital [16] - Xinong Co. plans to reduce its shareholding by up to 1.05 million shares, accounting for 0.6737% of the total share capital [17] Group 7 - Jiewate plans to jointly acquire 66.25% of Xinguang Haian for a total price of 418 million yuan [18] - Hubei Energy reported an increase in power generation by 22.05% year-on-year in August, with a total of 5.020 billion kWh generated [19][20] - Nasda signed a strategic cooperation agreement with Teld for collaboration in market and product innovation [21] Group 8 - Jinli Technology plans to reduce its shareholding by up to 978,200 shares, accounting for 0.56% of the total share capital [22][23]

Core Viewpoint - Kosi Technology (688788.SH) experienced a significant decline of over 13%, closing at 61.93 yuan, with its market capitalization falling below 10 billion yuan due to a major shareholder's plan to reduce holdings [1] Company Summary - Kosi Technology announced that Liang Hongjian, a shareholder holding more than 5% and a core technical staff member, plans to reduce his shareholding by up to 4,712,232 shares, which represents no more than 3.00% of the company's total share capital [1] - The reduction will occur through centralized bidding and block trading within three months after a 15 trading day notice period [1] - The number of shares intended for reduction does not guarantee the final actual number of shares that will be sold [1]

Key Highlights - De Xin Technology does not directly produce solid-state batteries [1] - Gujia Home intends to invest 1.124 billion yuan in the construction of a self-built base in Indonesia [1] - Samsung Medical signed a contract worth approximately 419 million yuan for a smart meter project in Egypt [1] - Keli Sensor plans to acquire 45% of Huahong Technology for 122 million yuan [1] - Huamao Technology has repurchased a total of 6.42% of its shares [1] - BYD's total sales of new energy vehicles reached 373,600 units in August [1] - Great Wall Motors reported total sales of 115,558 units in August, a year-on-year increase of 22.33% [1] - Sheng Tai Group's shareholder Itochu Asia plans to reduce its stake by no more than 3% [1] - Dekoli's Qian Mingying and his concerted action partner Shen Liang plan to reduce their holdings by a total of no more than 2.9957% [1] - Longqi Technology's Suzhou Shunwei plans to reduce its holdings by no more than 4.09% [1] - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Yiwei Lithium Energy [1] - Yibin Technology received a project designation notice from a domestic new energy vehicle company [1]

Key Points - The stock price of Tianpu Co. has significantly deviated from its fundamentals after seven consecutive trading days of gains [1] - Dexin Technology clarified that it does not directly produce solid-state batteries after two consecutive trading days of gains [1] - Guizhou Moutai's controlling shareholder increased their stake by 67,821 shares, spending 100 million yuan [3] - Chint Electric has terminated the plan to spin off its subsidiary Chint Aneng for listing on the Shanghai Stock Exchange [4] - Chengdu Huamei launched a 40G high-precision RF direct sampling ADC chip [5] - ST Gaohong faces the risk of being delisted due to its stock price falling below par value [6] - Zhongtai Automobile's subsidiary assets are under compulsory execution, and the company is unable to resume operations this year [7] - The EU has initiated an anti-dumping investigation into Chinese pea protein [8] - Sierte is under investigation for suspected information disclosure violations by the China Securities Regulatory Commission [9] - Shenkai Co. disclosed the results of the tender offer from Shenzhen Huili and will resume trading on September 2 [10] Mergers and Acquisitions - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. [11] - Keli Sensor intends to purchase minority stakes in its subsidiary Huahong Technology for 121.5 million yuan [12] Operating Data - BYD's new energy vehicle sales in August reached 373,600 units, slightly up from 373,100 units in the same month last year [13] - SAIC Motor's vehicle sales in August were 363,400 units, a year-on-year increase of 41.04% [14] - Great Wall Motors sold 115,600 vehicles in August, marking a year-on-year growth of 22.33% [15] - BAIC Blue Valley's subsidiary sold 13,530 vehicles in August, up 3.47% year-on-year [16] - Hanma Technology's truck sales in August reached 1,051 units, a significant increase of 58.05% year-on-year [17] Shareholding Changes - Kesi Technology's key technical personnel Liang Hongjian plans to reduce their stake by up to 3% [18] - Longqi Technology's Suzhou Shunwei intends to reduce its stake by up to 4.09% [19] - Shengtai Group's Itochu Asia plans to reduce its stake by up to 3% [20] - Fangyuan Co.'s WISCO Yuanding intends to reduce its stake by up to 3% [21] - Dekeli's shareholder Qian Mingying and their concerted parties plan to reduce their stake by up to 3% [22] Contract Awards - Samsung Medical's wholly-owned subsidiary signed an overseas operating contract worth 5.88 million USD [24] - Yibin Technology received a project designation from a domestic new energy vehicle company, with an expected total sales of approximately 243 million yuan [24] - Teruid has pre-qualified for two projects with a total value of about 698 million yuan [24] - Xianghe Industrial recently signed a daily operating contract worth 400 million yuan [24] - Far East Holdings' subsidiary signed contracts worth over 1.689 billion yuan in August [24] Other Developments - Gujia Home intends to invest 1.124 billion yuan to build a self-owned base project in Indonesia [24] - Dongtu Technology is investing to establish a controlling subsidiary in the semiconductor sector [24] - Kangli Elevator has terminated the sale of its wholly-owned subsidiary Guangdong Kangli [24]

Summary of Key Points Core Viewpoint - The announcement details a share reduction plan by a major shareholder and core technical personnel of Kesi Technology, indicating a planned reduction of up to 4,712,232 shares, which is 3.00% of the total share capital, due to personal financial needs [1][6]. Group 1: Shareholder Information - As of the announcement date, Liang Hongjian, a shareholder holding over 5% of shares, owns 33,340,523 shares, representing 21.23% of the total share capital [1][3]. - The shares held by Liang Hongjian were acquired prior to the company's initial public offering (IPO) and through capital reserve conversion [1][4]. Group 2: Reduction Plan Details - The reduction plan allows for a maximum of 4,712,232 shares to be sold within three months starting from fifteen trading days after the announcement [1][6]. - The planned reduction includes up to 1,570,744 shares through centralized bidding and up to 3,141,488 shares through block trading [1][6]. - The selling price will be determined based on market conditions at the time of the sale, with adjustments made for any corporate actions such as dividends or stock splits during the reduction period [1][6]. Group 3: Previous Reduction Activities - Liang Hongjian previously reduced his holdings by 2,114,958 shares between September 20, 2024, and an undisclosed date, with a reduction price range of 21.88 to 30.68 [5][6]. - After the previous reduction, Liang Hongjian retained 22,376,190 shares [4]. Group 4: Compliance and Commitments - Liang Hongjian has made commitments regarding the reduction, including adherence to relevant laws and regulations governing share reductions [8][11]. - The company confirms that the reduction plan will not lead to a change in control or affect the governance structure of the company [11].