1月20日，科思科技跌5%，截至发稿，报63.82元/股，成交1.39亿元，换手率1.37%，总市值100.12亿 元。 资料显示，深圳市科思科技股份有限公司位于广东省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座2301、2302、2303、2304，成立日期2004年2月27日，上市日期2020年10月 22日，公司主营业务涉及军用电子信息装备及相关模块的研发、生产和销售。主营业务收入构成为：指 挥控制信息处理设备及系统62.33%，软件雷达信息处理设备及系统14.81%，智能无人设备及系统 8.13%，专用车辆改装业务7.10%，其他信息处理产品6.92%，其他0.71%。 光大保德信诚鑫混合A（003115）基金经理为朱剑涛。 截至发稿，朱剑涛累计任职时间1年260天，现任基金资产总规模18.51亿元，任职期间最佳基金回报 69.39%， 任职期间最差基金回报9.35%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪 ...

Group 1 - Kosi Technology's stock increased by 5.41% to 72.44 CNY per share, with a trading volume of 188 million CNY and a turnover rate of 1.71%, resulting in a total market capitalization of 11.364 billion CNY [1] - Kosi Technology, established on February 27, 2004, and listed on October 22, 2020, specializes in the research, production, and sales of military electronic information equipment and related modules [1] - The company's main business revenue breakdown includes: command and control information processing equipment and systems (62.33%), software radar information processing equipment and systems (14.81%), intelligent unmanned devices and systems (8.13%), specialized vehicle modification business (7.10%), other information processing products (6.92%), and others (0.71%) [1] Group 2 - According to data, the Everbright Pramerica Fund holds Kosi Technology as its fifth-largest position, with 3,200 shares representing 1.05% of the fund's net value, resulting in an estimated floating profit of approximately 11,900 CNY [2] - The Everbright Pramerica Chengxin Mixed A Fund (003115) was established on December 15, 2016, with a latest scale of 3.6051 million CNY, achieving a year-to-date return of 6.66% and a one-year return of 67.82% [2] - The fund manager, Zhu Jiantao, has been in position for 1 year and 254 days, managing assets totaling 1.851 billion CNY, with the best fund return during his tenure being 64.13% and the worst being 8.92% [3]

证券代码：688788 证券简称：科思科技 公告编号：2025-095 一、基本情况 深圳市科思科技股份有限公司（以下简称"公司"）于 2025 年 11 月 14 日 召开第四届董事会第五次会议，审议通过了《关于债权内部转让并以债转股方式 对控股孙公司增资的议案》。同意公司将所持有的江苏智屯达车载系统有限公司 （以下简称"江苏智屯达"）2,522.00 万元债权转让给陕西智云防务科技有限责 任公司（以下简称"智云防务"），同时智云防务将因本次转让形成的对江苏智 屯达的2,522.00万元债权及自身对江苏智屯达享有的1,400.00万元债权转作对江 苏智屯达的长期股权投资，向江苏智屯达增资人民币 3,922.00 万元，按照同等金 额增加其注册资本。本次增资完成后，江苏智屯达注册资本由 2,146.61 万元增至 6,068.61 万元。智云防务对江苏智屯达的持股比例由 97.00%提升至 98.94%。 具体内容详见公司 2025 年 11 月 15 日在上海证券交易所网站（www.sse.co m.cn）披露的《关于债权内部转让并以债转股方式对控股孙公司增资的公告》（公 告编号：2025-089）。 二、 ...

Group 1 - The military electronics sector increased by 2.94% on December 25, with Shenglu Communication leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] - Notable gainers in the military electronics sector included Shenglu Communication, which rose by 10.03% to a closing price of 10.75, and Tian'ao Electronics, which increased by 10.01% to 22.09 [1] Group 2 - The military electronics sector experienced a net outflow of 1.116 billion yuan from institutional investors, while retail investors saw a net inflow of 1.183 billion yuan [2] - The trading volume for Shenglu Communication was 1.169 million shares, with a transaction value of 1.221 billion yuan [1] - The top three stocks by net inflow from retail investors included Shenglu Communication, Tian'ao Electronics, and Shanghai Hanchuan, with retail inflows of 1.17 billion, 415.55 million, and 1.99 billion yuan respectively [3]

Group 1 - The core viewpoint emphasizes that listed companies in China are not only the main force behind data growth but also serve as a stabilizing factor in the industry ecosystem, focusing on long-term value and comprehensive governance [2] - In 2025, the capital market aims for steady progress and quality improvement amidst multiple risks, enhancing market resilience and risk resistance, leading to reasonable quantitative growth and effective qualitative enhancement [2] - The market's expectations for listed companies have shifted from short-term performance to long-termism and comprehensive value, including governance structure, stable returns, strategic layout in frontier fields, and deep ESG practices [2] Group 2 - The 2025 T-EDGE Global Dialogue, organized by Titanium Media Group, NextFin.AI, and Barron’s China, highlights the importance of recognizing companies that redefine industry boundaries and emphasizes the core logic of "value investment" [3] - The EDGE AWARDS annual list includes categories such as Most Socially Responsible Company, Best Board Secretary, Most Investment Value Company, and Best Investor Relations Management Company, recognizing outstanding performance in governance, investment value, social responsibility, and investor relations [3][4] Group 3 - Aier Eye Hospital is recognized as a leader in ESG practices, integrating ESG into its core business and governance structure, while actively engaging in public welfare projects to enhance national eye health [5] - Betaini Group focuses on creating a skin health ecosystem and incorporates green development into its strategy, promoting biodiversity and sustainable practices [6] - Kweichow Moutai leads the liquor industry with a brand value of 468.718 billion, actively engaging in ecological protection and social responsibility initiatives [7] - JD Group has created significant employment opportunities and is committed to improving living conditions for its delivery personnel, with plans to invest 22 billion in housing projects [8] - Quantitative Group, listed on the Hong Kong Stock Exchange, leverages AI technology to reshape online consumption and has achieved a compound annual growth rate of 44.59% in revenue from 2022 to 2024 [9] - Seres focuses on new energy vehicles and has established a robust ESG governance framework, with significant growth in revenue and sales projected for 2024 [10] - Shui Jing Fang integrates social responsibility into its corporate strategy, setting clear environmental goals and contributing to community development [11] - China Baoan actively engages in social responsibility through its subsidiaries, contributing to community welfare and healthcare improvements [13] Group 4 - The Best Board Secretary category highlights the importance of effective communication between listed companies and the public, emphasizing the role of board secretaries in enhancing corporate governance [14] - Ren Shunying from Anfu Technology is recognized for her expertise in capital operations and corporate governance, significantly contributing to the company's compliance and investor relations [15] - Xia Ping from Jiahe Intelligent is noted for her effective investor relations management and participation in strategic planning [16] - Li Liangyu from Robotech is acknowledged for his role in maintaining corporate governance and enhancing market recognition [17] - Zhang Wenyu from Tianqi Lithium is recognized for his contributions to market value management and investor relations [18] Group 5 - The Most Investment Value Company category identifies companies with clear business models and significant breakthroughs in technology or policy, indicating strong growth potential [19][20] - Orbbec, a leader in 3D vision technology, has achieved over 70% market share in key sectors and continues to lead industry advancements [20] - BYD maintains its position as a global leader in new energy, with significant growth in overseas markets and a strong investment outlook [21] - Cambrian has entered a critical profitability phase, with substantial revenue growth and a strong market position in AI chips [22] - Hanlan Environment focuses on environmental services and has achieved consistent profit growth, attracting long-term investors [23] - Geely Auto has demonstrated strong financial performance and strategic integration, positioning itself for sustained growth [24] - Kanghong Pharmaceutical emphasizes innovation in drug development and has shown robust revenue growth, indicating long-term investment value [25] - Lens Technology maintains a strong market position with solid cash flow and growth potential in the automotive and consumer electronics sectors [26]

Group 1 - The main point of the article highlights a net outflow of 32.578 billion yuan in the Shanghai and Shenzhen markets, with the Sci-Tech Innovation Board experiencing a net outflow of 3.421 billion yuan [1] - A total of 225 stocks saw net inflows, while 372 stocks experienced net outflows, indicating a challenging market environment [1] - On the Sci-Tech Innovation Board, 277 stocks rose, with one stock, Jiahe Meikang, hitting the daily limit, while 309 stocks fell, including Zhehai Deman, which hit the lower limit [1] Group 2 - The stocks with the highest net inflows included Plutotech with 254.88 million yuan, followed by Dongxin Co. and Dekeli with net inflows of 197.92 million yuan and 177.93 million yuan respectively [2] - The stocks with the most significant net outflows were Zhenlei Technology, which saw a net outflow of 368 million yuan despite a price increase of 4.42%, followed by Hanwujing-U and C Muxi-U with outflows of 365 million yuan and 306 million yuan respectively [1][2] - A total of 35 stocks have seen continuous net inflows for more than three trading days, with Kesi Technology and Nanmo Biology leading with nine consecutive days of inflows [2]

深圳市科思科技股份有限公司 关于持股 5%以上股东、核心技术人员 减持股份结果公告 证券代码：688788 证券简称：科思科技 公告编号：2025-094 本公司董事会及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： 股东持有的基本情况 本次减持计划实施前，梁宏建先生持有深圳市科思科技股份有限公司（以下 简称"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。 减持计划的实施结果情况 公司于 2025 年 9 月 2 日披露了《关于持股 5%以上股东、核心技术人员减持 股份计划公告》（公告编号：2025-077），由于个人资金需求，梁宏建先生计划 以集中竞价或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%，减持期间为自减持计划公告披露之日起十五个交易 日后的三个月 ...

Group 1 - The core point of the article is that Kexin Technology (688788.SH) has completed a share reduction plan, with a total of 4.7042 million shares sold, representing 3.00% of the company's total share capital [1] Group 2 - The share reduction was executed through centralized bidding and block trading methods [1] - The reduction plan has been fully implemented as of the announcement date [1]

Group 1 - The core point of the article is that Kexin Technology (SH 688788) announced the completion of a share reduction plan, where Mr. Liang Hongjian reduced his holdings by a total of 4,704,232 shares, accounting for 3.00% of the company's total share capital [1] - Kexin Technology's revenue composition for the year 2024 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 report date, Kexin Technology has a market capitalization of 9.7 billion yuan [1]

Core Viewpoint - The major shareholder of Kexin Technology, Liang Hongjian, has completed a share reduction plan, selling a total of 4,704,232 shares, which represents 3.00% of the company's total equity [1] Summary by Relevant Sections - **Share Reduction Details** - Liang Hongjian executed the share reduction through centralized bidding and block trading [1] - The price range for the shares sold was between 49.47 to 67.00 yuan per share, resulting in a total reduction amount of 262 million yuan [1] - **Post-Reduction Shareholding** - After the reduction, Liang Hongjian holds 28,636,291 shares, decreasing his ownership percentage from 21.23% to 18.25% [1] - **Consistency with Previous Plans** - The actual reduction aligns with the previously disclosed share reduction plan [1]