Group 1: BYD Performance - BYD's August sales of new energy vehicles reached 373,600 units, nearly unchanged from 373,100 units in the same month last year [1] - Cumulative sales from January to August totaled 2.864 million units, representing a year-on-year growth of 23% [1] - BYD plans to export a total of 80,813 new energy vehicles by August 2025 [1] Group 2: Kweichow Moutai Shareholding - Kweichow Moutai's controlling shareholder, Moutai Group, increased its stake by 67,821 shares on September 1, 2025, accounting for 0.0054% of the total share capital [2] - The increase amounted to 100 million yuan and is part of a larger plan to buy back between 3 billion and 3.3 billion yuan worth of shares from September 1, 2025, to February 28, 2026 [2] Group 3: Chengdu Huamei Chip Development - Chengdu Huamei announced the successful launch of a 4-channel, 12-bit, 40G high-speed, high-precision RF direct sampling ADC chip [3] - The chip improves upon existing multi-channel high-speed ADCs, achieving international leading standards and filling a gap in similar products [3] - The company has received intention orders after sending samples to several clients [3] Group 4: Industrial Fulian Share Buyback - Industrial Fulian has repurchased a total of 7.6974 million shares, representing 0.04% of its total share capital, as of August 31, 2025 [6] - The highest repurchase price was 19.84 yuan per share, while the lowest was 18.40 yuan per share, with a total expenditure of 147 million yuan [6] Group 5: Innovative Drug Approval by Hengrui Medicine - Hengrui Medicine received conditional approval from the National Medical Products Administration for its innovative drug, SHR2554 tablets, aimed at adult patients with relapsed or refractory peripheral T-cell lymphoma [7] - This drug is noted as China's first independently developed EZH2 inhibitor [7] Group 6: Yonghui Supermarket Fundraising Adjustment - Yonghui Supermarket announced adjustments to its plan for issuing A-shares to specific investors, reducing the total fundraising amount from a maximum of 3.992 billion yuan to 3.114 billion yuan [8] - The adjustments primarily affect the funding amounts for store upgrades and working capital or bank loan repayments [8] Group 7: Automotive Sales Performance - SAIC Motor's vehicle sales in August reached 363,400 units, reflecting a year-on-year increase of 41.04% [9] - Great Wall Motors reported August sales of 115,600 units, marking a year-on-year growth of 22.33% [12] - Dong'an Power's engine sales in August increased by 3.44% year-on-year [12]

证券代码：688788 证券简称：科思科技 公告编号：2025-077 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计划公告 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 | 股东名称 | 减持数量 | 减持比例 | 减持期间 | 减持价格区间 | 前期减持计划 | | --- | --- | --- | --- | --- | --- | | | （股） | | | （元/股） | 披露日期 | | 梁宏建 | 2,114,958 | 2.00% ...

证券代码：688788 证券简称：科思科技 公告编号：2025-076 深圳市科思科技股份有限公司 关于股份回购进展公告 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： 根据《上市公司股份回购规则》、《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，在股份回购期间内，公司应当在每个月的前 3 个 交易日内公告截至上月末的回购进展情况。现将公司股份回购进展情况公告如下： 截至 2025 年 8 月 31 日，公司通过上海证券交易所系统以集中竞价交易方式 累计回购公司股份 700,000 股（本次回购），占公司总股本 157,074,408 股的比例为 0.4456%，回购成交的最高价为 70.52 元/股，最低价为 39.86 元/股，支付的资金总 额为人民币 30,500,966.91 元（不含印花税、交易佣金等费用）。本次回购股份符合 法律法规的规定及公司既定的回购股份方案。 三、 其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指 ...

格隆汇9月1日丨科思科技(688788.SH)公布，截至2025年8月31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公司股份70万股（本次回购），占公司总股本的比例为0.4456%，回购成交的最 高价为70.52元/股，最低价为39.86元/股，支付的资金总额为人民币3050.1万元（不含印花税、交易佣金 等费用）。 ...

Core Viewpoint - Kesi Technology (688788) reported a significant increase in revenue and a reduction in net loss for the first half of 2025, indicating potential recovery despite ongoing financial challenges [1]. Financial Performance - Total revenue for the first half of 2025 reached 154 million yuan, a year-on-year increase of 40.54% compared to 110 million yuan in the same period of 2024 [1]. - The net profit attributable to shareholders was -109 million yuan, improving by 22.23% from -140 million yuan in the previous year [1]. - In Q2 2025, total revenue was 134 million yuan, up 39.83% year-on-year, while the net profit attributable to shareholders was -50.37 million yuan, an increase of 41.61% [1]. Profitability Metrics - Gross margin stood at 48.02%, down 7.66% from the previous year, while net margin improved to -71.95%, a 47.21% increase [1]. - The total of selling, administrative, and financial expenses was 42.95 million yuan, accounting for 27.8% of revenue, a decrease of 16.01% year-on-year [1]. Balance Sheet Highlights - Cash and cash equivalents decreased significantly by 66.61% to 435 million yuan from 1.304 billion yuan [1]. - Accounts receivable amounted to 577 million yuan, down 7.20% from 622 million yuan [1]. - The company's net asset value per share was 13.16 yuan, a decrease of 39.85% from 21.87 yuan [1]. Cash Flow and Debt - Operating cash flow per share was -0.95 yuan, a significant decline of 282.21% from -0.25 yuan [1]. - Interest-bearing debt increased by 5.29% to 12.62 million yuan from 11.98 million yuan [1]. Investment and Governance - The company has faced challenges in return on invested capital (ROIC), with a historical median of -1.73% since its listing, indicating poor investment returns [3]. - The company recently completed a board restructuring, aiming to enhance its core competitiveness and improve profitability [5].

Group 1: Company Announcements - Nengke Technology's AI products and services are still in the early stages of development [1] - Zhongmin Energy plans to invest 1.177 billion yuan in the construction of the Changle B District offshore wind farm project [1] - Kesi Technology won a bid for a project worth 61.7584 million yuan for hardware and software [1] - Anyang Iron and Steel is selling all shares of Yongtong Company and Yuhe Company to its controlling shareholder, Angang Group [1] - Haomuxing intends to repurchase shares worth between 18 million to 36 million yuan [1] Group 2: Performance Reports - Wuliangye reported a net profit of 19.49 billion yuan for the first half of the year, an increase of 2.28% year-on-year [2] - Transsion Holdings experienced a net profit of 1.213 billion yuan, a decrease of 57.48% year-on-year [2] - China National Offshore Oil Corporation (CNOOC) reported a net profit attributable to shareholders of 69.533 billion yuan, a decrease of 13% year-on-year [2] - China Life Insurance achieved a net profit of 40.931 billion yuan, an increase of 6.9% year-on-year, with total premiums of 525.088 billion yuan [2] Group 3: Shareholding Changes - Hehui Optoelectronics plans to reduce its holdings by no more than 2% [2] - Zheng Liansong, the actual controller of Zhengyu Industrial, intends to reduce his holdings by no more than 1% [2] - Wang Shuqin from Hengyin Technology plans to reduce her holdings by no more than 3% [2]

据证券之星公开数据整理，近期科思科技（688788）发布2025年中报。截至本报告期末，公司营业总收 入1.54亿元，同比上升40.54%，归母净利润-1.09亿元，同比上升22.23%。按单季度数据看，第二季度营 业总收入1.34亿元，同比上升39.83%，第二季度归母净利润-5036.9万元，同比上升41.61%。本报告期科 思科技公司应收账款体量较大，当期应收账款占最新年报营业总收入比达245.25%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率48.02%，同比减7.66%，净利率-71.95%，同比 增47.21%，销售费用、管理费用、财务费用总计4294.51万元，三费占营收比27.8%，同比减16.01%，每 股净资产13.16元，同比减39.85%，每股经营性现金流-0.95元，同比减282.21%，每股收益-0.7元，同比 增22.2% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 1.1亿 | 1.54亿 | 40.54% - | | 归母净利润(元) | -1.4亿 | -1.09亿 ...

Summary of Key Points Core Viewpoint - A total of 18 companies have raised their share repurchase price limits since July, reflecting an improvement in market conditions and increased investor confidence, with some companies raising their repurchase prices by over 140% [1][6]. Group 1: Companies Adjusting Repurchase Prices - On August 26, companies such as Jinli Permanent Magnet, Jinchun Co., Toukeng Life, and Kesi Technology announced increases in their share repurchase price limits [1]. - Jinli Permanent Magnet raised its repurchase price limit from 31.06 CNY/share to 42.66 CNY/share, an increase of 37.35% [2]. - Jinchun Co. increased its limit from 17.90 CNY/share to 35 CNY/share, marking a 95.53% rise [2]. - Toukeng Life adjusted its limit from 15.85 CNY/share to 29.34 CNY/share, an 85.11% increase [2]. - Kesi Technology raised its limit from 53.86 CNY/share to 102 CNY/share, an increase of 89.38% [2]. Group 2: Market Trends and Implications - The average increase in repurchase prices among the 18 companies is 61.5% [6]. - The rise in repurchase prices is attributed to two main factors: the recovery of the market and the companies' confidence in their future stability and intrinsic value [4][6]. - Companies are utilizing special loans to support their repurchase plans, as seen with Aoshikang, which secured a loan of up to 162 million CNY for its repurchase [8]. Group 3: Regulatory and Market Environment - The Chinese government has encouraged companies to use repurchase and increase strategies to enhance market stability [8]. - Industry experts suggest that companies should carefully evaluate and dynamically adjust their repurchase plans to ensure effective implementation and bolster market confidence [9].

Core Viewpoint - Shenzhen Kesi Technology Co., Ltd. has received a bid notification for a project related to hardware, basic environment, basic software, and application software, with a bid amount of 61.7584 million yuan, which is expected to positively impact the company's operating performance if the contract is signed and implemented smoothly [1] Group 1 - The company has been awarded a bid for a project worth 61.7584 million yuan [1] - The project includes hardware and software components, indicating a focus on technology infrastructure [1] - Successful contract signing and implementation are anticipated to enhance the company's financial performance [1]

Group 1 - The company, Kesh Technology (688788.SH), announced that it received a bid notification from Inspur Software Group Co., Ltd. on August 27, 2025, confirming its successful bid for a hardware and software project [1] - The total bid amount for the project is 61.7584 million yuan [1]