证券代码：688788 证券简称：科思科技 公告编号：2025-075 深圳市科思科技股份有限公司（以下简称"公司"）于2025年8月27日收到 了浪潮软件集团有限公司发来的中标通知书，确认公司参与的硬件及基础环境、 基础软件及应用软件项目中标，现将有关情况公告如下： 一、中标项目概况 1.中标项目名称：硬件及基础环境、基础软件及应用软件项目 2.项目编号：200680*** 3.招标单位:浪潮软件集团有限公司 深圳市科思科技股份有限公司 关于自愿披露收到中标通知书的公告 本公司董事会及除刘建德先生外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: 风险提示：公司已收到硬件及基础环境、基础软件及应用软件项目中标 通知书，截至目前公司尚未与招标单位签署正式合同。合同签署时间及履约安排 存在不确定性。本项目最终金额、履行条款等内容以正式签订的合同为准。公司 将根据项目进展情况严格按照相关规定及时履行信息披露义务，敬请广大投资者 理性投资，注意投资风险。 4.中标单位：深圳市科思科技股份有限公司 5.中标合同金额：61,758 ...

Group 1 - The company received a bid notification from Inspur Software Group Co., Ltd. on August 27, 2025, confirming its successful bid for a project [1] - The project includes hardware and basic environment, as well as basic software and application software [1] - The total bid amount for the project is 61.7584 million yuan [1]

格隆汇8月26日丨科思科技(688788.SH)公布，公司及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"）拟进行办公布局优化调整，双方拟与深圳湾科技发展有限公司重新签署《房屋租赁合 同》，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，租金总额约为2,701.99万 元（含税，不含水电费、物业管理费等其他费用）。双方于2024年12月签署的《房屋租赁合同》及补充 协议将于2025年8月31日终止。 ...

Core Insights - The company reported a significant increase in revenue for the first half of 2025, achieving 154.46 million yuan, a growth of 40.54% compared to the same period last year [1] - Despite the revenue growth, the company recorded a net loss attributable to shareholders of 108.72 million yuan, although this represents an improvement in loss compared to the previous year [1] Financial Performance - The company's revenue saw a substantial rise due to specific demands from end-users and their annual procurement plans [1] - The company maintained a high level of research and development (R&D) investment, with R&D expenses accounting for 84.88% of total revenue in the first half of 2025 [1] - Increased business activities led to a rise in related expenses, and the company also made appropriate provisions for asset impairment, contributing to the net loss [1] R&D and Product Development - The company achieved significant progress in chip research and development, with its first-generation smart wireless radio baseband processing chip entering the commercialization phase [1] - The second-generation smart wireless radio baseband processing chip has completed trial production and testing, and efforts are underway to advance its productization [1] - The radio frequency transceiver chip has completed trial production and is currently undergoing packaging and testing [1] - The company places a strong emphasis on R&D, continuing to invest in cutting-edge technologies in AI, cloud computing, virtual reality, and intelligent decision-making [1]

Group 1 - Kexin Technology (688788.SH) released its semi-annual report for 2025 on August 27, 2025, showing that as of August 26, 2025, seven institutional investors disclosed holding a total of 6.4158 million A-shares, accounting for 4.08% of the total share capital [1] - The proportion of institutional holdings decreased by 1.42 percentage points compared to the previous quarter [1] - Two new public funds were disclosed this period, including Changxin National Defense Military Industry Quantitative Mixed A and Zhonggeng Small Cap Value Stock, while twelve public funds were not disclosed compared to the previous quarter [1] Group 2 - One insurance fund increased its holdings this period, specifically Qianhai Life Insurance Co., Ltd. - Dividend Insurance Product Huatai Combination, with an increase of 0.7% [2] - One pension fund was not disclosed this period, which is also Qianhai Life Insurance Co., Ltd. - Dividend Insurance Product [2]

Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on enhancing operational quality and strategic business alignment, resulting in significant revenue growth and improved financial performance in the first half of 2025. Group 1: Business Performance - In the first half of 2025, the company achieved operating revenue of 154.46 million yuan, a year-on-year increase of 40.54% [1] - The net profit attributable to shareholders was -108.72 million yuan, reflecting a year-on-year improvement of 22.23% [1] Group 2: Strategic Focus and Innovation - The company has strengthened its core business and optimized its product structure, responding to industry trends and customer needs [2] - The company has developed key products such as intelligent wireless radio baseband processing chips and RF transceiver chips, enhancing its technological capabilities [2][6] - The integration of AI technologies into the company's intelligent command systems has created a closed-loop system for perception, decision-making, execution, and evaluation [2] Group 3: Project Implementation - The company has optimized the investment structure of its fundraising projects, focusing on enhancing R&D capabilities while controlling fixed asset investments [3] - The electronic information equipment production base project has made significant progress, with the company’s subsidiary winning the land use rights for a construction site [4] Group 4: Financial Management - The company has improved its accounts receivable management, resulting in cash collections of 136.50 million yuan, a year-on-year increase of 4.21% [5] - R&D expenses for the first half of 2025 amounted to 131.11 million yuan, accounting for 84.88% of operating revenue, despite a 5.04% decrease compared to the previous year [8] Group 5: Shareholder Returns - The company has implemented a profit distribution plan, increasing its share capital by 51,326,483 shares through a capital reserve conversion, signaling a commitment to shareholder value [9] - A share repurchase plan was approved, with a total repurchase amount of 29.98 million yuan for 692,552 shares, representing 0.44% of the total share capital [10] Group 6: Corporate Governance - The company has restructured its board of directors, increasing the number of members and enhancing governance efficiency [11] - A comprehensive revision of internal governance documents has been undertaken to align with new regulations and improve operational effectiveness [12] Group 7: Information Disclosure - The company has emphasized the importance of information disclosure, adhering to relevant regulations and ensuring timely and accurate communication with investors [14][15]

智通财经APP讯，科思科技(688788.SH)发布2025年半年度报告，该公司营业收入为1.54亿元，同比增长 40.54%。归属于上市公司股东的净亏损为1.09亿元，同比收窄22.23%。归属于上市公司股东的扣除非经 常性损益的净亏损为1.13亿元，同比收窄19.19%。基本每股亏损为0.6966元。 ...

重要内容提示： 为保障股份回购方案的顺利实施，深圳市科思科技股份有限公司（以下 简称"公司"）将回购股份价格上限由53.86元/股（含）调整为102元/股（含）。 一、回购股份的基本情况 公司分别于2025年5月5日、2025年5月19日召开第三届董事会第二十一次会 议、第三届独立董事专门会议第九次会议和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以集 中竞价交易方式回购公司股份，回购股份将在未来适宜时机全部用于股权激励或 员工持股计划或注销并减少公司注册资本。其中，拟用于股权激励或员工持股计 划的股份数量不低于实际回购总量的50%，拟用于注销并减少注册资本的股份数 量不高于实际回购总量的50%。本次回购股份的资金总额不低于人民币3,000万元 （含），不超过人民币5,000万元（含），回购价格不超过人民币80.00元/股（含）， 回购的股份数量约为375,000股至625,000股。具体内容详见公司于2025年5月6日 和2025年5月20日在上海证券交易所网站（www.sse.com.cn）披露的《关于以集 中竞价交易方式回购公司股份方案的公告 ...

格隆汇8月26日丨科思科技(688788.SH)发布中报，2025上半年实现营业总收入1.54亿元，同比增长 40.54%；归属母公司股东净利润-1.09亿元，较上年同期亏损减少3107.27万元；基本每股收益为-0.6966 元。 ...

Group 1 - The State Council emphasizes increasing financial and fiscal support for the artificial intelligence (AI) sector, aiming for over 70% penetration of new intelligent terminals and agents by 2027 [2][3] - By 2030, AI is expected to significantly contribute to high-quality economic development, with over 90% penetration of new intelligent applications [2] - The government plans to enhance the legal and regulatory framework for AI, including risk management and investment exit mechanisms [2][4] Group 2 - The National Development and Reform Commission (NDRC) will coordinate efforts to implement the AI action plan, ensuring local adaptation and avoiding superficial compliance [4] - The NDRC aims to foster a complete AI application service chain and promote the development of intelligent native technologies and services [4] - The NDRC will also support open-source ecosystem development to enhance international influence [4] Group 3 - The National Energy Administration acknowledges that the rapid growth of electric vehicle and AI sectors is driving increased electricity demand, which is reshaping energy consumption patterns [5][6] - Data indicates a 34.3% year-on-year increase in electricity consumption for new energy vehicle manufacturing in 2024, and a 20.5% increase for internet and related services [5][6] Group 4 - The new generation of the Chinese operating system, Galaxy Kirin V11, has been officially released, featuring significant improvements in architecture, security, and ecosystem compatibility [6] - Galaxy Kirin has achieved over 16 million deployments and is compatible with major domestic CPUs and GPUs, supporting various national projects [6] Group 5 - ByteDance has raised its option price to $200.41 per share, marking a significant increase from $189.9 earlier this year, reflecting a fivefold increase since 2019 [6] Group 6 - Aliyun's Baolian has announced a price reduction for certain model context caching, lowering the cost from 40% to 20% of the input token price when cache hits occur [7] Group 7 - Union Medical has received a medical device registration certificate for China's first photon counting spectral CT, marking a significant advancement in medical technology [8] - Nanjing New Pharmaceutical plans to acquire assets from Future Medicine for up to 480 million yuan, which is expected to constitute a major asset restructuring [9] - Biyimi plans to acquire 100% of Shanghai Xingan Semiconductor for 295 million yuan to enhance its core business and technology capabilities [10]