Group 1: REITs and Data Centers - The first data center REIT, Southern Runze Technology Data Center REIT, has been accepted for review on the Shenzhen Stock Exchange, attracting significant investor attention due to its business model and asset characteristics [4]. Group 2: Defense and AI - Kosi Technology (688788.SH) is positioned as a leader in AI and unmanned equipment for military applications, with a strong focus on AI command and control systems, having accumulated over 20 years of core data and experience [5][6]. - The company has invested over 1 billion yuan in R&D, with a team of over 400 people dedicated to AI and military applications, indicating significant growth potential in both military and civilian sectors [6]. Group 3: Healthcare - Meinian Health (002044.SZ) is leveraging AI to enhance efficiency and reduce costs in the health checkup industry, with over 600 branches and a leading position in the number of annual health checkups [7][8]. - The company is expected to achieve revenues of 10.826 billion yuan, 12.099 billion yuan, and 13.098 billion yuan from 2024 to 2026, with corresponding net profits of 326 million yuan, 617 million yuan, and 813 million yuan [8]. Group 4: Banking - Chongqing Rural Commercial Bank (601077.SH) is expected to benefit from the Chengdu-Chongqing economic circle, with projected net profit growth rates of 5.72%, 5.99%, and 6.53% from 2025 to 2027 [9]. - China Merchants Bank (600036.SH) has shown resilience with a return to profit growth in 2024, maintaining a leading position in the industry [10]. Group 5: Carbon Market and Construction - The national carbon market is expanding, with significant implications for the steel, cement, and aluminum industries, as companies adapt to new carbon pricing mechanisms [11]. - Key players in these sectors, such as Baosteel and China Aluminum, are expected to benefit from the transition to greener production methods [11]. Group 6: Coal Industry - China Shenhua Energy (H) has seen an increase in long-term investment interest, with a recent stake acquisition by Swiss Life Insurance, reflecting a reevaluation of the coal sector's value [14][15]. - The company has a low debt ratio of 23.4% and plans to distribute 44.9 billion yuan in cash dividends in 2024, indicating strong cash flow and dividend capacity [15][16]. Group 7: Chemicals and Materials - Sanwei Chemical (002469.SZ) reported a significant acceleration in Q4 performance, with a high dividend payout ratio of 99%, making it an attractive investment [21]. - China Jushi (600176.SH) achieved a revenue of 15.856 billion yuan in 2024, with a strong performance in Q4, indicating resilience in the fiberglass market [22][23]. Group 8: Consumer Goods - Nongfu Spring (09633.HK) reported stable growth with a revenue of 42.896 billion yuan in 2024, driven by strong brand value and product innovation [30]. - The company is expected to see net profits grow by 15.6%, 15.0%, and 16.0% from 2025 to 2027, maintaining its market leadership [30]. Group 9: Textile and Apparel - Shenzhou International (02313.HK) reported a revenue of 28.66 billion yuan in 2024, with a net profit increase of 37%, indicating strong demand and operational efficiency [31].

Financial Performance - The total operating revenue for 2024 was RMB 233.59 million, a decrease of 1.14% compared to the previous year[3] - The net profit attributable to shareholders was -RMB 283.20 million, down 39.33% year-on-year[6] - Basic earnings per share were -RMB 2.7032, a decline of 40.39% from the previous year[6] - Total assets at the end of the reporting period were RMB 2,296.12 million, a decrease of 10.73% year-on-year[6] - The equity attributable to shareholders decreased to RMB 2,162.65 million, down 11.91% compared to the previous year[6] Research and Development - The company continued to invest heavily in R&D, focusing on AI, cloud computing, and smart decision-making technologies, which increased expenses significantly[6] - The decline in net profit and earnings per share was primarily due to increased R&D expenses and asset impairment provisions[8] Asset Management - The company recognized asset impairment provisions due to cautious management, impacting profit metrics negatively[8] Cash Flow and Orders - The company reported a stable cash flow with approximately RMB 335 million in unfulfilled orders[8] Financial Reporting and Risks - The financial data presented are preliminary and subject to change upon final audit, highlighting potential investment risks[9]

深圳市科思科技股份有限公司 证券代码：688788 证券简称：科思科技 公告编号：2025-006 （一）经营情况 经公司自查，目前公司日常经营情况一切正常，内部生产经营秩序正常。 股票交易异常波动公告 本公司董事会及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。 如有董事对临时公告内容的真实性、准确性和完整性无法保证或存在异议 的，公司应当在公告中作特别提示。 重要内容提示： 一、股票交易异常波动的具体情况 公司股票交易连续三个交易日内（2025 年 2 月 13 日、2025 年 2 月 14 日和 2025 年 2 月 17 日）收盘价格涨幅偏离值累计达到 30%，根据《上海证券交易所 交易规则》《实时监控细则》的有关规定，属于股票交易异常波动。 深圳市科思科技股份有限公司（以下简称"公司"）股票交易连续三个交易 日内（2025 年 2 月 13 日、2025 年 2 月 14 日和 2025 年 2 月 17 日）收盘价 格涨幅偏离值累计达到 30%，根据《上海证券交易所交易规则》《上海证券 交易所科创板股票异常交易实时监控细则 ...

2、在公司股票交易异常波动期间，本人及本人的一致行动人不 存在买卖公司股票的情况。 特此回复。 （本页以下无正文） 关于深圳市科思科技股份有限公司 股票交易异常波动问询函的回函 深圳市科思科技股份有限公司： 本人收到《深圳市科思科技股份有限公司股票交易异常波动问询 函》，本人作为深圳市科思科技股份有限公司（以下简称"公司"）的 控股股东及实际控制人。经认真自查，现就有关问题回函如下： 1、截至目前，本人不存在正在筹划的关于公司的并购重组、股 份发行、债务重组、业务重组、资产剥离和资产注入等重大事项，也 不存在其他应披露而未披露的重大信息。 ( 页无正文，为《关于深圳市科思科技股份有限公司 票交易异常波动 问询函的回函》 ) 控股股东、 际控制人： 刘建 2025 2 17 ...

Financial Performance - The company expects a net loss attributable to shareholders of the parent company for 2024 to be between -295 million and -250 million CNY, representing an increase in loss of 23.00% to 45.14% compared to the previous year[3]. - The projected net loss attributable to shareholders after deducting non-recurring gains and losses is estimated to be between -297 million and -252 million CNY, indicating a year-over-year increase in loss of 11.14% to 30.99%[3]. - The previous year's net profit attributable to shareholders was -203.26 million CNY, with a total profit of -226.61 million CNY[4]. - Interest income is expected to decrease year-over-year due to declining interest rates, contributing to the anticipated losses for 2024[6]. Research and Development - The company is increasing its R&D investment in key areas such as intelligent unmanned equipment and smart communication chips, which has led to significant breakthroughs but also increased short-term financial pressure[5]. - The company has completed the front-end design of its RF transceiver chip and is currently in the back-end design phase, with testing results meeting design expectations[5]. Asset Management - The company has made appropriate provisions for asset impairment based on a cautious principle, impacting profit-related indicators for the current period[6]. Business Operations - The company maintains a normal business operation with sufficient cash flow and has not encountered significant adverse changes in production and operations[6]. Forecast and Risks - The performance forecast is based on preliminary calculations and has not yet been audited by an accounting firm, with no major uncertainties affecting the accuracy of the forecast identified as of the announcement date[7]. - Investors are advised to pay attention to investment risks as the forecast data is preliminary and subject to change upon the release of the audited annual report[8].

财联社1月17日电，科思科技发布2024年年度业绩预告，预计2024年度将出现亏损，实现归属于母公司 所有者的净利润为-2.95亿元到-2.5亿元，亏损同比增加23.00%到45.14%。 亏损主要原因为持续的研发投入和资产减值的影响。 ...

深圳市科思科技股份有限公司（以下简称"科思科技"或"公司"）第三届 监事会第十四次会议于 2025 年 1 月 15 日在公司会议室以现场结合通讯的方式召 开。会议由监事会主席李岩主持，会议应到监事 3 人，实到监事 3 人。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。 深圳市科思科技股份有限公司 二、监事会会议审议情况 经与会监事审议表决，形成决议如下： （一）《关于部分募投项目内部投资结构调整的议案》 公司部分募投项目内部投资结构调整事项符合《上市公司监管指引第 2 号— —上市公司募集资金管理和使用的监管要求》《上海证券交易所科创板股票上市 规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等 相关法律法规规定，不存在损害公司或股东利益的情形。同意部分募投项目内部 投资结构调整事项。 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）披露的《关 于部分募投项目内部投资结构调整的公告》（公告编号：2025-003）。 证券代码：688788 证券简称：科思科技 公告编号：2025-002 第三届监事会 ...

中天国富证券有限公司 关于深圳市科思科技股份有限公司 部分募投项目内部投资结构调整的 核查意见 中天国富证券有限公司（以下简称"中天国富证券"或"保荐机构"）作为 深圳市科思科技股份有限公司（以下简称"科思科技"或"公司"）首次公开发 行股票并在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《上 海证券交易所科创板股票上市规则》《上市公司监管指引第 2 号——上市公司募 集资金管理和使用的监管要求》及《上海证券交易所科创板上市公司自律监管指 引第 1 号——规范运作》等有关法律法规和规范性文件的要求，对科思科技本次 部分募投项目内部投资结构调整事项进行了审慎核查，具体核查情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意深圳市科思科技股份有限公司首次公 开发行股票注册的批复》（证监许可【2020】2234 号）核准，公司公开发行人民 币普通股股票 18,883,558.00 股，每股发行价格为人民币 106.04 元，募集资金总 额为人民币 2,002,412,490.32 元，扣除承销及保荐费用等与发行有关的费用共计 91,795,770.67 元后，实际募集资金净额为 1,9 ...

证券代码：688788 证券简称：科思科技 公告编号：2024-058 深圳市科思科技股份有限公司 关于公司及子公司拟租赁办公场地的公告 本公司董事会及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。 重要内容提示： 一、交易概述 公司及控股子公司高芯思通拟向深圳湾科技发展有限公司租赁深圳市南山 区深圳湾创新科技中心一期 2 栋 A 座（研发）20 层部分、21 层整层、23 层整层， 租赁房屋建筑面积共计 6,403.34 ㎡，用于研发办公，租期为自 2024 年 12 月 31 日起至 2029 年 12 月 30 日止，租金总额约为 3,318.63 万元（含税，不含水电费、 物业管理费等其他费用），押金合计约 74.38 万元。 含本次交易在内，连续 12 个月内公司及下属各级子公司发生的租入办公场 地交易累计金额为 4,742.27 万元，超过公司最近一个会计年度经审计营业收入 的 10％，同类型交易累计的交易总金额达到董事会审议标准。 按照连续 12 个月累计计算的原则，本次交易前累计未达到披露标准的同类 型交易事项如下： 成 ...

深圳市科思科技股份有限公司投资者关系活动记录表 证券简称：科思科技 股票代码：688788 编号：2024-016 | --- | --- | --- | |--------------------|--------------------------|------------------------------------------------| | | | | | | ☑ | 特定对象调研 □分析师会议 | | 投资者关系活动类别 | □媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □现场参观 | ☑ 其他 电话会议 | | 参与单位名称 | 2024 年 12 月 20 | 日 财通证券、真龙资本 | | | 2024 年 12 月 23 | 日 银河证券、国联基金 | | | 2024 年 12 月 20 | 日 16:00-17:00 | | 时间 | 2024 年 12 月 23 | 日 10:00-11:00 | | 地点 | 2024 年 12 月 20 | 日 深圳市南山区西丽街道高新北区 | | | 朗山路 7 | 号航空电子工程研发大厦五楼公司会议 ...