Core Points - The company, Kexin Technology (688788.SH), reported a revenue of 66.0853 million yuan for Q3 2025, representing a year-on-year decline of 14.51% [1] - The net profit attributable to shareholders of the listed company was -79.2849 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -80.4556 million yuan [1]

Group 1 - The core point of the article is that Kosi Technology announced a provision for impairment of 33.84 million yuan for the first three quarters of 2025, which will reduce the company's total profit and net asset value accordingly [1] - For the year 2024, the revenue composition of Kosi Technology is as follows: civilian products account for 57.79%, military products account for 41.73%, and other businesses account for 0.48% [1] - As of the report date, Kosi Technology has a market capitalization of 9.5 billion yuan [1]

一、募集资金基本情况 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将部分募 投项目延期事项进行了审慎核查，具体核查情况如下： 经中国证券监督管理委员会《关于同意深圳市科思科技股份有限公司首次公开 发行股票注册的批复》（证监许可[2020]2234 号）核准，公司公开发行人民币普通 股股票 18,883,558.00股，每股发行价格为人民币 106.04元，募集资金总额为人民币 2,002,412 ...

Group 1 - The core viewpoint of the article highlights that Kosi Technology (SH 688788) reported a revenue increase of 17.81% year-on-year for the first three quarters of 2025, amounting to approximately 221 million yuan, while the net profit attributable to shareholders was a loss of about 188 million yuan [1] - As of the report date, Kosi Technology's market capitalization stands at 9.5 billion yuan [2]

证券代码：688788 证券简称：科思科技 公告编号：2025-087 深圳市科思科技股份有限公司 关于 2025 年前三季度计提资产减值准备的公告 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 10 月 27 日 召开第四届董事会第四次会议，审议通过了《关于 2025 年前三季度计提资产减 值准备的议案》，本议案无需提交股东会审议，现将具体事项公告如下： 一、本次计提资产减值准备情况概述 根据《企业会计准则》及相关会计政策规定，为真实、客观、公允地反映公 司截至 2025 年 9 月 30 日的财务状况及 2025 年前三季度经营成果，基于谨慎性 原则，公司及下属子公司对可能发生减值的相关资产计提资产减值准备。2025 年前三季度公司及下属子公司拟计提各项减值损失合计 3,384.39 万元，具体情况 如下表，其中转回金额以"-"号填列： 单位：万元 | 项目 | 本期计提金额 | 具体项目 | 本期计提金额 | | --- | -- ...

证券代码：688788 证券简称：科思科技 公告编号：2025-086 深圳市科思科技股份有限公司 关于部分募投项目延期的公告 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 10 月 27 日 召开第四届董事会第四次会议，审议通过了《关于部分募投项目延期的议案》， 同意公司在募集资金投入总额不变的前提下，将首次公开发行募集资金投资项目 "研发技术中心建设项目"项目建设期由 2025 年 12 月延长至 2027 年 12 月，保 荐机构中天国富证券有限公司（以下简称"保荐机构"）对公司该事项出具了明 确的核查意见。该事项无需提交公司股东会审议。 公司于 2024 年 4 月 25 日召开第三届董事会第十二次会议、第三届监事会第 九次会议，审议通过了《关于部分募投项目新增实施主体及调整部分建设内容的 议案》，同意公司新增全资子公司南京思新智能科技有限公司（以下简称"南京 思新"）为募投项目"电子信息装备项目"的实施主体，并调整部分建设内容 ...

证券代码：688788 证券简称：科思科技 公告编号：2025-088 深圳市科思科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 30 日(星期四)至 11 月 5 日(星期三)16:00 前登录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 （securities@consys.com.cn）进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 深圳市科思科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 28 日 发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 6 日上午 11:00-12:00 ...

Core Viewpoint - The company reported a decline in revenue for the third quarter, alongside a significant net loss, while showing growth in revenue for the first three quarters of the year compared to the previous year [1] Financial Performance - The revenue for the third quarter was 66.0853 million yuan, representing a year-on-year decrease of 14.51% [1] - The net profit for the third quarter was a loss of 79.2849 million yuan [1] - For the first three quarters, the total revenue was 221 million yuan, which reflects a year-on-year increase of 17.81% [1] - The net profit for the first three quarters was a loss of 188 million yuan [1]

Market Overview - The military electronics sector experienced a decline of 0.56% on October 23, with Kesi Technology leading the drop [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Stock Performance - Notable gainers in the military electronics sector included: - *ST Aowei (002231): Closed at 3.54, up 5.04% with a trading volume of 146,500 shares and a turnover of 51.72 million yuan - *ST Wanfang (000638): Closed at 5.47, up 4.99% with a trading volume of 288,600 shares and a turnover of 156 million yuan - Hongda Electronics (300726): Closed at 38.25, up 3.57% with a trading volume of 110,900 shares and a turnover of 423 million yuan [1] - Conversely, Kesi Technology (688788) saw a significant decline of 5.26%, closing at 55.88 with a trading volume of 40,600 shares and a turnover of 229 million yuan [2] Capital Flow - The military electronics sector experienced a net outflow of 825 million yuan from institutional investors, while retail investors saw a net inflow of 673 million yuan [2] - The capital flow for specific stocks showed: - Hongda Electronics (300726): Net inflow of 16.01 million yuan from institutional investors, but a net outflow of 31.16 million yuan from retail investors [3] - New Light Optoelectronics (688011): Net inflow of 6.67 million yuan from institutional investors and a net outflow of 19.34 million yuan from retail investors [3]

Core Viewpoint - Kexin Technology (688788.SH) experienced a decline of 5.27%, trading at 55.87 yuan, with a total transaction volume of 1.79 billion yuan and a market capitalization of 8.765 billion yuan [1] Summary by Relevant Sections - Shareholding Change - Mr. Liang Hongjian plans to reduce his shareholding by a total of 1.5688 million shares, representing 1% of the company's total share capital, through centralized bidding and block trading between October 16 and October 22, 2025 [1] - Following this transaction, Mr. Liang's shareholding will decrease from 20% to 19% [1]