| 交易日期 | 证券简称 | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 中信证券股份有限 公司上海分公司 | | | | 2025-09-25 | 科思科技 | 688788 | 50.91 | 763.65 | | | 中信证券股份有限 公司深圳深业上城 | | 9月25日，科思科技大宗交易成交15万股，成交额763.65万元，占当日总成交额的4.93%，成交价50.91元，较市场收盘价54.85元折价7.18%。 ...

Core Viewpoint - Kosi Technology has signed a cooperation framework agreement with China Machinery Emergency Industry Co., Ltd. to jointly explore international markets and promote Chinese smart emergency equipment and services abroad [1] Group 1 - The partnership aims to establish an emergency industry service network covering international markets [1]

Core Viewpoint - Kesi Technology (688788.SH) reported a significant increase in revenue for the first half of 2025, but continued to face net losses, indicating ongoing financial challenges despite revenue growth [1][2]. Financial Performance - The company achieved operating revenue of 154.46 million yuan, representing a year-on-year increase of 40.54% [1][2]. - The net profit attributable to shareholders was -108.72 million yuan, an improvement from -139.79 million yuan in the same period last year, reflecting a decrease in losses by 22.23% [1][2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -113.17 million yuan, also showing a reduction in losses compared to -140.04 million yuan last year, a 19.19% improvement [1][2]. - The net cash flow from operating activities was -148.46 million yuan, worsening from -26.15 million yuan in the previous year, indicating a significant decline of 467.72% [1][2]. Historical Financial Data - From 2022 to 2024, the company's projected operating revenues are 233 million yuan, 236 million yuan, and 235 million yuan respectively, while net profits attributable to shareholders are forecasted to be -197 million yuan, -203 million yuan, and -268 million yuan [2]. - The net profit after deducting non-recurring gains and losses is expected to be -205 million yuan, -227 million yuan, and -292 million yuan for the same period [2]. - The net cash flow from operating activities is projected to be -12.84 million yuan, -129 million yuan, and -70.51 million yuan [2]. IPO and Fundraising - Kesi Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on October 22, 2020, with an initial issuance of 18.88 million shares at a price of 106.04 yuan per share [3]. - The company raised a total of 2 billion yuan, with a net amount of 1.91 billion yuan after deducting issuance costs, exceeding the original fundraising plan by 604 million yuan [3]. - The funds raised are intended for the construction of military electronic information equipment production bases, R&D technology centers, and to supplement working capital [3].

Group 1 - The controlling shareholder and actual controller, Mr. Liu Jiande, holds 59,769,474 shares, accounting for 38.10% of the total share capital. The recent unfreezing of 53,132,672 shares represents 88.90% of his holdings and 33.87% of the company's total share capital [2][3] - After the unfreezing, Mr. Liu retains 6,636,802 shares under judicial freeze, which is 11.10% of his holdings and 4.23% of the company's total share capital [2][3] - The shares were previously frozen due to a personal civil debt dispute involving Mr. Liu, which led to a court-ordered preservation [2][3] Group 2 - The company has confirmed that the unfreezing of shares will not affect the stability of control or the ongoing operations and governance of the company [2][3] - The company maintains independence in business, personnel, assets, institutions, and finance from Mr. Liu, ensuring normal operations and governance structures [2][3] - The company will closely monitor changes in Mr. Liu's shareholding status and fulfill information disclosure obligations as required by laws and regulations [3] Group 3 - The company has completed the registration of changes in registered capital and amendments to the Articles of Association, obtaining a new business license [6][7] - The registered capital of the company is 156,874,408 yuan, and it operates in various sectors including investment, trade, and technology development [6][7] - The company is involved in the design, development, and sales of various electronic and communication systems and devices [6][7]

Core Points - Kesi Technology announced that its controlling shareholder and actual controller, Liu Jiande, holds 59,769,474 shares, accounting for 38.10% of the company's total share capital [2] - A total of 53,132,672 shares have been unfrozen, representing 88.90% of Liu Jiande's holdings and 33.87% of the company's total share capital [2] - After the unfreezing, Liu Jiande has 6,636,802 shares still frozen, which is 11.10% of his holdings and 4.23% of the company's total share capital [2]

Group 1 - The company announced that it will hold the third meeting of the fourth board of directors on September 10, 2025, to review the proposal for changing the registered capital and amending the articles of association [2] - The company has recently completed the registration change related to the registered capital and the amendment of the articles of association, and has obtained a new business license from the Shenzhen Market Supervision Administration [2]

重要内容提示： 公司控股股东、实际控制人刘建德先生共持有公司股份 59,769,474 股， 占公司总股本的 38.10%。本次解冻 53,132,672 股，占其持股数量比例 88.90%， 占公司总股本的 33.87%。本次解冻后，刘建德先生持有公司股份被冻结数量为 6,636,802 股，占其持股数量比例 11.10%，占公司总股本的 4.23%。 深圳市科思科技股份有限公司（以下简称"公司"）于近日通过中国证券登 记结算有限责任公司上海分公司系统查询，获悉控股股东、实际控制人刘建德先 生此前被冻结的股份 53,132,672 股已经解冻，占其持股数量比例 88.90%。相关 情况如下： 一、 本次解除冻结的股份原冻结情况 公司于 2025 年 9 月 13 日披露了刘建德先生持有的公司股份被冻结的相关事 宜，冻结原因主要系刘建德先生个人民事债务纠纷，对方提起诉中保全所致。具 体内容详见公司于该日在上海证券交易所网站（www.sse.com.cn）披露的《关于 控股股东所持股份被冻结的公告》（公告编号：2025-080）。 证券代码：688788 证券简称：科思科技 公告编号：2025-081 深圳市科 ...

Group 1 - The core point of the article is that Kosi Technology (SH 688788) announced the unfreezing of shares held by its controlling shareholder, Liu Jiande, which significantly impacts the company's shareholding structure [1] - Liu Jiande holds a total of 59,769,474 shares, representing 38.10% of the company's total equity, with 53,132,672 shares (88.90% of his holdings) being unfrozen, which accounts for 33.87% of the total equity [1] - After the unfreezing, Liu Jiande has 6,636,802 shares still frozen, which is 11.10% of his holdings and 4.23% of the company's total equity [1] Group 2 - For the fiscal year 2024, Kosi Technology's revenue composition is as follows: civilian products account for 57.79%, military products for 41.73%, and other businesses for 0.48% [1] - As of the report, Kosi Technology has a market capitalization of 8.9 billion yuan [2]

证券代码：688788 证券简称：科思科技 公告编号：2025-082 深圳市科思科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 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 承担个别及连带责任。 深圳市科思科技股份有限公司（以下简称"公司"）于 2025 年 9 月 10 日召开 第四届董事会第三次会议，审议通过了《关于变更公司注册资本、修订<公司章 程>并办理工商变更登记的议案》。具体情况详见公司于 2025 年 9 月 11 日在上 海证券交易所网站（www.sse.com.cn）披露的《关于变更公司注册资本、修订< 公司章程>并办理工商变更登记的公告》（公告编号：2025-079）。 2、统一社会信用代码：91440300758626314J 3、类型：股份有限公司（上市、自然人投资或控股） 4、法定代表人：刘宗林 5、注册资本：15,687.4408 万元 6、成立日期：2004 年 2 月 27 日 7、地址：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 ...

Market Overview - The military electronics sector experienced a decline of 1.28% on September 15, with Kesi Technology leading the drop [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Notable gainers in the military electronics sector included: - *ST Wanfang (000638): Closed at 4.41, up 2.08% with a trading volume of 129,000 shares and a turnover of 56.43 million yuan [1] - Aopu Optoelectronics (002338): Closed at 49.95, up 1.01% [1] - Turei Technology (600562): Closed at 27.80, up 0.72% [1] - Major decliners included: - Kesi Technology (688788): Closed at 55.17, down 4.72% with a trading volume of 75,200 shares and a turnover of 418 million yuan [2] - Xinguang Optoelectronics (688011): Closed at 42.25, down 3.85% [2] - Jinxin Nuo (300252): Closed at 15.52, down 3.78% with a trading volume of 1,328,900 shares and a turnover of 2.084 billion yuan [2] Capital Flow - The military electronics sector saw a net outflow of 1.668 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.217 billion yuan [2]