Group 1 - The core viewpoint of the news is that Kosi Technology's stock has experienced a significant decline, with a cumulative drop of 17.03% over three consecutive days, leading to a current stock price of 56.41 yuan per share and a market capitalization of 8.849 billion yuan [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 composition 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 - From the perspective of Kosi Technology's top ten circulating shareholders, Changxin Fund has a fund that entered the top ten circulating shareholders, holding 1.1899 million shares, accounting for 0.76% of circulating shares [2] - The Changxin National Defense and Military Industry Quantitative Mixed A Fund (002983) has incurred a floating loss of approximately 3.5339 million yuan today, with a total floating loss of 14.5043 million yuan during the three-day decline [2] - The fund, established on January 5, 2017, has a current scale of 757 million yuan, with a year-to-date return of 34.21% and a one-year return of 68.16% [2]

Company Overview - Kosi Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on February 27, 2004. The company went public on October 22, 2020. Its main business involves the research, development, production, and sales of military electronic information equipment and related modules [2]. Business Segmentation - The revenue composition of Kosi Technology is as follows: Command and control information processing equipment and systems account for 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% [2]. Financial Performance - For the first half of 2025, Kosi Technology achieved operating revenue of 154 million yuan, representing a year-on-year growth of 40.54%. However, the net profit attributable to the parent company was -109 million yuan, showing a year-on-year increase of 22.23% [2]. Stock Performance - As of September 4, Kosi Technology's stock price decreased by 2.00% to 58.19 yuan per share, with a total market capitalization of 9.129 billion yuan. The stock has increased by 172.83% year-to-date, but has seen a decline of 16.10% over the past five trading days and 22.52% over the past 20 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Kosi Technology was 7,645, an increase of 30.02% from the previous period. The average number of circulating shares per person was 20,546, up by 14.24% [2]. Institutional Holdings - Among the top ten circulating shareholders as of June 30, 2025, Changxin National Defense and Military Industry Quantitative Mixed A (002983) ranked as the fifth largest shareholder with 1.1899 million shares, marking a new entry. Several funds, including Guangfa Small Cap Growth Mixed A (LOF) and Guangfa Technology Innovation Mixed A, have exited the top ten list [3].

证券日报网讯9月3日晚间，科思科技发布公告称，截至本公告披露日，公司本次回购计划实施完毕，已 实际回购公司股份1，000，000股，占公司总股本157，074，408股的比例为0.6366%。 ...

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 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 2025 年 5 月 19 日~2026 年 5 月 18 日 预计回购金额 3,000万元~5,000万元 回购价格上限 102元/股 √减少注册资本 回购用途 √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 1,000,000股 实际回购股数占总股本比例 0.6366% 实际回购金额 49,226,619.96元 实际回购价格区间 39.86元/股~70.52元/股 一、 回购审批情况和回购方案内容 深圳市科思科技股份有限公司（以下简称"公司"）分别于 2025 年 5 月 5 日、 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 ...

格隆汇9月3日丨科思科技(688788.SH)公布，截至本公告披露日，公司本次回购计划实施完毕，已实际 回购公司股份100万股，占公司总股本的比例为0.6366%。回购的最高价为70.52元/股，最低价为39.86 元/股，使用资金总额为人民币4922.66万元（不含印花税、交易佣金等交易费用）。 ...

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]