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、 ...

Core Viewpoint - The report highlights the financial performance and strategic positioning of Shenzhen Consys Science & Technology Co., Ltd. in the electronic information industry, emphasizing its focus on intelligent unmanned systems and artificial intelligence applications. Financial Performance - The company's operating income for the first half of 2025 was approximately 154.46 million yuan, representing a 40.54% increase compared to the same period last year [3] - The total profit for the period was a loss of approximately 110.09 million yuan, an improvement of 29.21% year-on-year [3] - The net profit attributable to shareholders was approximately -108.72 million yuan, showing a 22.23% increase compared to the previous year [3] - The net cash flow from operating activities was -148.46 million yuan, a significant decline of 467.72% compared to the previous year [3] - The company's net assets at the end of the reporting period were approximately 2.07 billion yuan, a decrease of 5.00% from the end of the previous year [3] Industry Overview - The electronic information industry is characterized by rapid technological advancements and the integration of artificial intelligence, which is expected to drive significant growth in strategic emerging industries [5] - The global C5ISR market is projected to reach 161.2 billion USD by 2027, with a compound annual growth rate (CAGR) of 8.3%, indicating strong demand for defense information systems [5] - The Chinese government has allocated a defense budget of 1.78 trillion yuan for 2025, with a continuous growth rate exceeding 7% for four consecutive years, reflecting the increasing focus on national defense modernization [5] Company Strategy and Positioning - The company focuses on the development of intelligent unmanned systems, integrating artificial intelligence and unmanned technologies to enhance operational efficiency and reliability [6] - The company has established a comprehensive product system covering "chip-module-complete machine-system," enabling it to provide end-to-end solutions in various applications [14] - The company has been recognized as a "specialized and innovative enterprise" and has accumulated core technologies with independent intellectual property rights in areas such as data processing and intelligent wireless communication [4][5] Research and Development - The company invests heavily in R&D, with research efforts focused on core technologies such as intelligent decision-making systems and wireless self-organizing networks [14] - The R&D model is driven by customer needs and market forecasts, ensuring that the company remains competitive in a rapidly evolving industry [12] - The company has developed a first-generation intelligent radio baseband processing chip, which is now in commercial promotion, and is advancing the second-generation chip to enhance its competitive edge [17] Product Offerings - The company's product portfolio includes command and control information processing systems, software radar systems, and intelligent unmanned devices, catering to various sectors such as emergency response, communication security, and environmental monitoring [16] - The intelligent unmanned systems are designed to operate across multiple environments, including air, ground, and underwater, leveraging advanced AI technologies for enhanced operational capabilities [17] - The company’s software radar systems provide real-time processing capabilities, ensuring high accuracy in signal processing and data transmission [16]

Core Viewpoint - Shenzhen Consys Technology Co., Ltd. reported a significant increase in revenue for the first half of 2025, with operating income rising by 40.54% compared to the same period last year, while the total assets decreased by 3.23% [1]. Financial Summary - Total assets at the end of the reporting period were approximately CNY 2.23 billion, down from CNY 2.30 billion at the end of the previous year, reflecting a decrease of 3.23% [1]. - Operating income for the reporting period was CNY 154.46 million, compared to CNY 109.91 million in the same period last year, marking an increase of 40.54% [1]. - The total profit for the period was a loss of CNY 110.09 million, an improvement from a loss of CNY 155.52 million in the previous year, representing a reduction in loss of 29.21% [1]. - The net profit attributable to shareholders was a loss of CNY 108.72 million, compared to a loss of CNY 139.79 million in the same period last year, indicating a 22.23% improvement [1]. - The basic and diluted earnings per share were both CNY -0.6966, an improvement of 22.20% from CNY -0.8954 in the previous year [3]. Shareholder Information - As of the end of the reporting period, the total number of shareholders was 7,645 [4]. - The largest shareholder, Liu Jiande, holds 38.05% of the shares, amounting to 59,769,474 shares [4]. - The second-largest shareholder, Liang Hongjian, holds 21.23% of the shares, totaling 33,340,523 shares [4].