证券日报网讯 11月14日晚间，科思科技发布公告称，公司拟将所持有的江苏智屯达2，522.00万元债权 转让给陕西智云防务科技有限责任公司（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%。本次增资事项已经公司第四届董事会第五次会议审议通过，无需提交公司股东会审 议。 （文章来源：证券日报） ...

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 部分募投项目新增实施主体、实施地点和设立募集资金专户 并使用部分募集资金向新增募投项目实施主体增资的核查意 见 中天国富证券有限公司（以下简称"中天国富证券"或"保荐人"）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《中天国富证券有限公司关于深圳市科思科技股 份有限公司首次公开发行股票并在科创板上市之保荐总结报告书》：截至 2023 年 12 月 31 日，科思科技首次公开发行股票的持续督导期已届满。由于科思科技募集 资金尚未使用完毕，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》、《上市公司募集资金监管规则》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》等相关规定，中天国富证券仍需对 募集资金使用相关事项履行督导义务。综上，中天国富证券对科思科技拟对部分募 投项目新增实施主体、实施地点和设立募集资金专户并使用部分募集资金向新增募 投项目实施主体增资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 ...

证券代码：688788 证券简称：科思科技 公告编号：2025-090 深圳市科思科技股份有限公司 关于部分募投项目新增实施主体、实施地点和设立募 集资金专户并使用部分募集资金向新增募投项目实 施主体增资的公告 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 依法承担法律责任。 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《关于部分募投项目新增实施主体、 实施地点和设立募集资金专户并使用部分募集资金向新增募投项目实施主体增 资的议案》，同意公司新增控股孙公司西安科思芯智能科技有限公司（以下简称 "西安科思"）和控股孙公司上海思芯启智能科技有限公司（以下简称"上海思 芯智能"）为募投项目"研发技术中心建设项目"之芯片相关业务的实施主体并 相应增加实施地点，同时设立募集资金专户，并由公司使用部分募集资金向控股 子公司深圳高芯思通科技有限公司（以下简称"高芯思通"）实缴出资，再由高 芯思通使用募集资金向西安科思、上海思芯智能分别增资 3,000 万元 ...

对控股孙公司增资的公告 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 依法承担法律责任。 重要内容提示： 增资标的名称：江苏智屯达车载系统有限公司（以下简称"江苏智屯达"）。 证券代码：688788 证券简称：科思科技 公告编号：2025-089 深圳市科思科技股份有限公司 关于债权内部转让并以债转股方式 资金来源及增资金额：深圳市科思科技股份有限公司（以下简称"公司"） 拟将所持有的江苏智屯达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。 本次增资事项已经公司第四届董事会第五次会议审议通过，无需提交公 司股东会审议。 本次增资不构成关联交易，也不构成重大资产重组。 相关风险提示：本次增资是智云防务以债转股方式对控股公司江苏智屯 达的增资，风险可控，增资完成 ...

Group 1 - The core viewpoint of the news is that Kosi Technology's stock has experienced significant fluctuations, with a year-to-date increase of 206.97% but a recent decline in the last five trading days by 4.10% [1] - As of November 13, Kosi Technology's stock price is 65.47 yuan per share, with a total market capitalization of 10.271 billion yuan [1] - The company has seen a net outflow of main funds amounting to 231,200 yuan, with large orders buying 26.02% and selling 23.19% of the total [1] Group 2 - Kosi Technology, established on February 27, 2004, specializes in the research, production, and sales of military electronic information equipment and related modules [2] - The company's main business revenue composition includes command control information processing equipment and systems (62.33%), software radar information processing equipment and systems (14.81%), and intelligent unmanned devices and systems (8.13%) [2] - As of September 30, 2025, Kosi Technology reported a revenue of 221 million yuan, a year-on-year increase of 17.81%, while the net profit attributable to the parent company was -188 million yuan, a year-on-year increase of 1.93% [2] Group 3 - Kosi Technology has distributed a total of 136 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include new entrants such as China Europe High-end Equipment Stock Initiation A and Hong Kong Central Clearing Limited [3]

Group 1 - The core point of the news is that Kosi Technology's stock price has dropped by 5.04%, currently trading at 64.00 CNY per share, with a total market capitalization of 10.04 billion CNY [1] - Kosi Technology, established on February 27, 2004, specializes in the research, production, and sales of military electronic information equipment and related modules [1] - The company's main business revenue breakdown includes: 62.33% from command and control information processing equipment and systems, 14.81% from software radar information processing equipment and systems, 8.13% from intelligent unmanned devices and systems, 7.10% from specialized vehicle modification business, 6.92% from other information processing products, and 0.71% from other sources [1] Group 2 - According to data from the top ten holdings of funds, Everbright Pramerica Fund holds Kosi Technology shares, with 3,200 shares representing 1.05% of the fund's net value, ranking as the fifth-largest holding [2] - The Everbright Pramerica Chengxin Mixed A Fund (003115) has a total scale of 3.6051 million CNY and has achieved a return of 45.99% year-to-date, ranking 1354 out of 8147 in its category [2] - The fund has a one-year return of 46.2%, ranking 814 out of 8056, and a cumulative return since inception of 102.52% [2] Group 3 - The fund manager of Everbright Pramerica Chengxin Mixed A is Zhu Jiantao, who has been in the position for 1 year and 190 days [3] - Under Zhu Jiantao's management, the fund's total asset scale is 1.851 billion CNY, with the best return during his tenure being 49.59% and the worst return being 6.92% [3]

Core Insights - In October 2025, the total amount of shares sold by directors, supervisors, and senior executives of listed companies in the Shanghai and Shenzhen stock markets reached approximately 6.092 billion yuan, involving 266 companies, while the total amount of shares bought was about 148 million yuan, involving 48 companies, resulting in a net reduction of 5.944 billion yuan [1][4][12] Group 1: Share Reduction - The computer industry had the highest amount of share reductions in October 2025, totaling approximately 999 million yuan, while the non-bank financial sector saw the most significant share purchases [12][20] - The month-on-month reduction in share sales decreased by 54.23%, while year-on-year it increased by 303.98% [1] - The top three companies with the highest share reductions were Xinquan Co., Ltd. (7.09 billion yuan), Chunzong Technology (3.25 billion yuan), and Kesi Technology (2.26 billion yuan) [4][8] Group 2: Share Purchase - The total amount of shares purchased by directors, supervisors, and senior executives in October 2025 was approximately 148 million yuan, with the non-bank financial sector leading in share purchases [13][20] - The top three companies with the highest share purchases were Hainan Huatie (499.99 million yuan), Ziyuan Food (460.62 million yuan), and Longi Green Energy (137.54 million yuan) [14][17] - The non-bank financial industry had the highest share purchase amount, approximately 55 million yuan, followed by the food and beverage industry at about 47 million yuan [20]

Summary of Key Points Core Viewpoint - Kosi Technology experienced a significant block trade on November 3, with a transaction volume of 70,000 shares and a transaction value of 4.2574 million yuan, indicating a discount of 14.31% compared to the closing price of the day [2][3] Group 1: Block Trade Details - The block trade involved a transaction price of 60.82 yuan per share, which is lower than the closing price of 70.98 yuan [2][3] - The buyer was Pacific Securities Co., Ltd., Beijing Haidian Street Securities Branch, while the seller was CITIC Securities Co., Ltd., Shenzhen Shenye City Securities Branch [2][3] - In the last three months, Kosi Technology has recorded a total of 13 block trades, with a cumulative transaction value of 140 million yuan [2] Group 2: Stock Performance - Kosi Technology's stock closed at 70.98 yuan, reflecting an increase of 6.19% for the day, with a turnover rate of 5.86% and a total trading volume of 638 million yuan [2] - The net inflow of main funds for the day was 36.1795 million yuan, and the stock has risen by 17.61% over the past five days, with a total net inflow of 165 million yuan [2] Group 3: Financing Data - The latest margin financing balance for Kosi Technology is 459 million yuan, which has increased by 44.8371 million yuan over the past five days, representing a growth rate of 10.81% [3] - Kosi Technology was established on February 27, 2004, with a registered capital of 1.56874408 billion yuan [3]

Group 1 - The core point of the article highlights the significant increase in the stock price of Kesi Technology, which rose by 6.19% to close at 70.98 yuan on November 3 [1] - A large block trade occurred, with a total volume of 70,000 shares and a transaction amount of 4.2574 million yuan, indicating a negative premium rate of -14.31% [1] - The buyer was Pacific Securities Co., Ltd., while the seller was CITIC Securities Co., Ltd., reflecting active trading interest in the stock [1] Group 2 - Over the past three months, Kesi Technology has recorded a total of 13 block trades, with a cumulative transaction amount of 140 million yuan [1] - In the last five trading days, the stock has seen a cumulative increase of 17.61%, with a net inflow of 169 million yuan from main funds [1]

11月3日，科思科技大宗交易成交7万股，成交额425.74万元，占当日总成交额的0.66%，成交价60.82 元，较市场收盘价70.98元折价14.31%。 | 交易日期 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | 卖出营业部 是否为专场 | | --- | --- | --- | --- | --- | | 025-11-03 | 科思科技 | 688788 | 60.82 425.74 截翡翠 | 茶園酒店餐家公室園 190 | ...