Core Insights - The company reported a significant increase in revenue for the first half of 2025, achieving 154.46 million yuan, a growth of 40.54% compared to the same period last year [1] - Despite the revenue growth, the company recorded a net loss attributable to shareholders of 108.72 million yuan, although this represents an improvement in loss compared to the previous year [1] Financial Performance - The company's revenue saw a substantial rise due to specific demands from end-users and their annual procurement plans [1] - The company maintained a high level of research and development (R&D) investment, with R&D expenses accounting for 84.88% of total revenue in the first half of 2025 [1] - Increased business activities led to a rise in related expenses, and the company also made appropriate provisions for asset impairment, contributing to the net loss [1] R&D and Product Development - The company achieved significant progress in chip research and development, with its first-generation smart wireless radio baseband processing chip entering the commercialization phase [1] - The second-generation smart wireless radio baseband processing chip has completed trial production and testing, and efforts are underway to advance its productization [1] - The radio frequency transceiver chip has completed trial production and is currently undergoing packaging and testing [1] - The company places a strong emphasis on R&D, continuing to invest in cutting-edge technologies in AI, cloud computing, virtual reality, and intelligent decision-making [1]

Group 1 - Kexin Technology (688788.SH) released its semi-annual report for 2025 on August 27, 2025, showing that as of August 26, 2025, seven institutional investors disclosed holding a total of 6.4158 million A-shares, accounting for 4.08% of the total share capital [1] - The proportion of institutional holdings decreased by 1.42 percentage points compared to the previous quarter [1] - Two new public funds were disclosed this period, including Changxin National Defense Military Industry Quantitative Mixed A and Zhonggeng Small Cap Value Stock, while twelve public funds were not disclosed compared to the previous quarter [1] Group 2 - One insurance fund increased its holdings this period, specifically Qianhai Life Insurance Co., Ltd. - Dividend Insurance Product Huatai Combination, with an increase of 0.7% [2] - One pension fund was not disclosed this period, which is also Qianhai Life Insurance Co., Ltd. - Dividend Insurance Product [2]

Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on enhancing operational quality and strategic business alignment, resulting in significant revenue growth and improved financial performance in the first half of 2025. Group 1: Business Performance - In the first half of 2025, the company achieved operating revenue of 154.46 million yuan, a year-on-year increase of 40.54% [1] - The net profit attributable to shareholders was -108.72 million yuan, reflecting a year-on-year improvement of 22.23% [1] Group 2: Strategic Focus and Innovation - The company has strengthened its core business and optimized its product structure, responding to industry trends and customer needs [2] - The company has developed key products such as intelligent wireless radio baseband processing chips and RF transceiver chips, enhancing its technological capabilities [2][6] - The integration of AI technologies into the company's intelligent command systems has created a closed-loop system for perception, decision-making, execution, and evaluation [2] Group 3: Project Implementation - The company has optimized the investment structure of its fundraising projects, focusing on enhancing R&D capabilities while controlling fixed asset investments [3] - The electronic information equipment production base project has made significant progress, with the company’s subsidiary winning the land use rights for a construction site [4] Group 4: Financial Management - The company has improved its accounts receivable management, resulting in cash collections of 136.50 million yuan, a year-on-year increase of 4.21% [5] - R&D expenses for the first half of 2025 amounted to 131.11 million yuan, accounting for 84.88% of operating revenue, despite a 5.04% decrease compared to the previous year [8] Group 5: Shareholder Returns - The company has implemented a profit distribution plan, increasing its share capital by 51,326,483 shares through a capital reserve conversion, signaling a commitment to shareholder value [9] - A share repurchase plan was approved, with a total repurchase amount of 29.98 million yuan for 692,552 shares, representing 0.44% of the total share capital [10] Group 6: Corporate Governance - The company has restructured its board of directors, increasing the number of members and enhancing governance efficiency [11] - A comprehensive revision of internal governance documents has been undertaken to align with new regulations and improve operational effectiveness [12] Group 7: Information Disclosure - The company has emphasized the importance of information disclosure, adhering to relevant regulations and ensuring timely and accurate communication with investors [14][15]

智通财经APP讯，科思科技(688788.SH)发布2025年半年度报告，该公司营业收入为1.54亿元，同比增长 40.54%。归属于上市公司股东的净亏损为1.09亿元，同比收窄22.23%。归属于上市公司股东的扣除非经 常性损益的净亏损为1.13亿元，同比收窄19.19%。基本每股亏损为0.6966元。 ...

重要内容提示： 为保障股份回购方案的顺利实施，深圳市科思科技股份有限公司（以下 简称"公司"）将回购股份价格上限由53.86元/股（含）调整为102元/股（含）。 一、回购股份的基本情况 公司分别于2025年5月5日、2025年5月19日召开第三届董事会第二十一次会 议、第三届独立董事专门会议第九次会议和2024年年度股东大会，审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》。同意公司使用自有资金以集 中竞价交易方式回购公司股份，回购股份将在未来适宜时机全部用于股权激励或 员工持股计划或注销并减少公司注册资本。其中，拟用于股权激励或员工持股计 划的股份数量不低于实际回购总量的50%，拟用于注销并减少注册资本的股份数 量不高于实际回购总量的50%。本次回购股份的资金总额不低于人民币3,000万元 （含），不超过人民币5,000万元（含），回购价格不超过人民币80.00元/股（含）， 回购的股份数量约为375,000股至625,000股。具体内容详见公司于2025年5月6日 和2025年5月20日在上海证券交易所网站（www.sse.com.cn）披露的《关于以集 中竞价交易方式回购公司股份方案的公告 ...

格隆汇8月26日丨科思科技(688788.SH)发布中报，2025上半年实现营业总收入1.54亿元，同比增长 40.54%；归属母公司股东净利润-1.09亿元，较上年同期亏损减少3107.27万元；基本每股收益为-0.6966 元。 ...

Group 1 - The State Council emphasizes increasing financial and fiscal support for the artificial intelligence (AI) sector, aiming for over 70% penetration of new intelligent terminals and agents by 2027 [2][3] - By 2030, AI is expected to significantly contribute to high-quality economic development, with over 90% penetration of new intelligent applications [2] - The government plans to enhance the legal and regulatory framework for AI, including risk management and investment exit mechanisms [2][4] Group 2 - The National Development and Reform Commission (NDRC) will coordinate efforts to implement the AI action plan, ensuring local adaptation and avoiding superficial compliance [4] - The NDRC aims to foster a complete AI application service chain and promote the development of intelligent native technologies and services [4] - The NDRC will also support open-source ecosystem development to enhance international influence [4] Group 3 - The National Energy Administration acknowledges that the rapid growth of electric vehicle and AI sectors is driving increased electricity demand, which is reshaping energy consumption patterns [5][6] - Data indicates a 34.3% year-on-year increase in electricity consumption for new energy vehicle manufacturing in 2024, and a 20.5% increase for internet and related services [5][6] Group 4 - The new generation of the Chinese operating system, Galaxy Kirin V11, has been officially released, featuring significant improvements in architecture, security, and ecosystem compatibility [6] - Galaxy Kirin has achieved over 16 million deployments and is compatible with major domestic CPUs and GPUs, supporting various national projects [6] Group 5 - ByteDance has raised its option price to $200.41 per share, marking a significant increase from $189.9 earlier this year, reflecting a fivefold increase since 2019 [6] Group 6 - Aliyun's Baolian has announced a price reduction for certain model context caching, lowering the cost from 40% to 20% of the input token price when cache hits occur [7] Group 7 - Union Medical has received a medical device registration certificate for China's first photon counting spectral CT, marking a significant advancement in medical technology [8] - Nanjing New Pharmaceutical plans to acquire assets from Future Medicine for up to 480 million yuan, which is expected to constitute a major asset restructuring [9] - Biyimi plans to acquire 100% of Shanghai Xingan Semiconductor for 295 million yuan to enhance its core business and technology capabilities [10]

Group 1 - The core point of the article is that Kosi Technology (SH 688788) held its fourth second board meeting on August 25, 2025, to review the proposal for the 2025 semi-annual report and its summary [1] - For the year 2024, Kosi 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] - As of the time of reporting, Kosi Technology has a market capitalization of 11.2 billion yuan [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to rising stock prices for industry-listed companies [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 2025年8月25日，深圳市科思科技股份有限公司召开第四届董事会第二次会议，审议通过了《关于调整 回购股份价格上限的议案》，将回购股份价格上限由53.86元/股（含）调整为102元/股（含）。除上述 调整回购股份价格上限外，公司回购方案的其他内容不变，且本次调整无需提交公司股东会审议。 回购股份基本情况与进展 公司于2025年5月5日、5月19日分别召开第三届董事会第二十一次会议、第三届独立董事专门会议第九 次会议和2024年年度股东大会，审议通过回购议案，同意使用自有资金以集中竞价交易方式回购股份， 用于股权激励、员工持股计划或注销并减少公司注册资本。当时设定回购资金总额不低于3000万元 （含），不超过5000万元（含），回购价格不超过80元/股（含），回购股份数量约37.5万股至62.5万 股。 截至公告披露日，公司通过上海证券交易所系统以集中竞价交易方式累计回购股份692,552股，占公司 总股本157,074,408股的比例为0.4409% 。回购成交最高价为45.36元/股，最低价为39.86元/股，支付资金 总额为29,983,572.89元（不 ...

证券代码：688788 证券简称：科思科技 公告编号：2025-069 深圳市科思科技股份有限公司 二、董事会会议审议情况 经与会董事审议表决，形成决议如下： 第四届董事会第二次会议决议公告 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。 一、董事会会议召开情况 深圳市科思科技股份有限公司（以下简称"公司"）第四届董事会第二次会 议于 2025 年 8 月 25 日以现场结合通讯的方式召开。本次会议的通知于 2025 年 8 月 15 日以电子邮件方式送达全体董事。会议由董事长刘宗林先生主持，会议 应出席董事 7 名，实际出席董事 6 名，公司董事刘建德先生因被实施留置而未出 席本次会议，公司高级管理人员列席了会议。会议的召集和召开程序符合有关法 律、行政法规、部门规章、规范性文件和公司章程的规定，会议决议合法、有效。 （一）《关于<2025 年半年度报告>及其摘要的议案》 本议案已经公司第四届董事会审计委员会第一次会议审议通过。 公司董事会认为：《2025 年半年度报告全文》及其摘要的编制符合法律、 ...