Core Insights - The company reported a revenue of 249 million yuan and a net profit of 8.87 million yuan for the first half of 2025, indicating a solid financial performance [1] - The new contract amount for "social security operation and big data services" increased by 12.87% year-on-year, reflecting the effectiveness of the company's strategic focus in social security card services and AI applications [1] Group 1: Business Performance - The company participated in the issuance of the third-generation social security card in nearly 170 cities, with a year-on-year increase in issuance volume of 20.47%, expanding its reach into county and rural areas [1] - The company aims to upgrade the social security card from a "card" to a "digital platform," enhancing services related to social security payments, benefit collection, and medical settlement [1] Group 2: Technological Integration - The company has integrated AI technology into core livelihood scenarios, improving service efficiency and user experience [1] - The "AI Employment Counselor" was launched, covering over 200,000 college graduates, providing comprehensive intelligent services such as resume optimization and interview simulations [2] Group 3: Strategic Partnerships and Services - The collaboration with China UnionPay for "seamless medical payment" has been implemented in over 100 top-tier hospitals in Guangzhou, with more than 2.5 million signed users [2] - The company’s self-developed "Zhiwei Jieyu" model has been approved by national cybersecurity authorities, enhancing government service efficiency by over 40% in various provinces [2] Group 4: Future Focus - For the second half of 2025, the company aims to maintain cash flow and profit while enhancing team efficiency, focusing on three main areas: consolidating social security card services, strengthening AI applications in digital employment and government services, and accelerating the commercialization of data operations [2]

Financial Performance - The company's total revenue for the first half of 2025 was 249 million yuan, a decrease of 14.27% year-on-year [1] - The net profit attributable to shareholders was 8.87 million yuan, down 36.47% year-on-year [1] - In Q2 2025, total revenue was 116 million yuan, a decline of 15.93% year-on-year, with net profit of 2.36 million yuan, down 66.76% year-on-year [1] - The gross margin was 45.22%, an increase of 9.77% year-on-year, while the net margin was 4.33%, a decrease of 21.7% year-on-year [1] - Total expenses (selling, administrative, and financial) amounted to 65.33 million yuan, accounting for 26.29% of revenue, an increase of 17.14% year-on-year [1] Balance Sheet and Cash Flow - The company reported cash and cash equivalents of 302 million yuan, an increase of 17.93% year-on-year [1] - Accounts receivable stood at 559 million yuan, a decrease of 6.20% year-on-year, but the accounts receivable to net profit ratio reached 2742.14% [1] - Interest-bearing liabilities increased significantly to 22.92 million yuan, a rise of 191.66% year-on-year [1] - Earnings per share were 0.02 yuan, down 36.81% year-on-year, and operating cash flow per share was -0.35 yuan, a decrease of 23.15% year-on-year [1] Business Model and Market Position - The company's return on invested capital (ROIC) was 2.25%, indicating weak capital returns, with a historical median ROIC of 11.29% since its listing [3] - The business model relies heavily on research and marketing efforts, necessitating a thorough examination of the underlying drivers [3] - The company has established itself as a certified data broker, assisting governments in developing data value and promoting data monetization [3] - The company is actively engaging with potential industries and licensed partners to accelerate the integration of data services with technology and infrastructure [3]

Core Insights - Desheng Technology (002908.SZ) released its semi-annual report for 2025 on August 23, 2025, indicating a total of 1 institutional investor holding shares, amounting to 1.7456 million shares, which represents 0.40% of the total share capital [1] - The institutional investor includes Guangdong Desheng Technology Co., Ltd. - 2025 Employee Stock Ownership Plan, with the total institutional holding ratio increasing by 0.07 percentage points compared to the previous quarter [1] - There was no new disclosure of foreign institutional investors in this period, with Morgan Stanley & Co. International PLC being the previously undisclosed foreign institution [1]

Core Viewpoint - The company, Guangdong Desheng Technology Co., Ltd., has approved its 2025 semi-annual report and related governance changes, including the dissolution of the supervisory board and the reassignment of its duties to the audit committee of the board of directors [8][63]. Company Basic Information - The company has not changed its controlling shareholder or actual controller during the reporting period [5][6]. - The company plans not to distribute cash dividends or issue bonus shares during this reporting period [3]. Financial Data and Performance - The company raised a total of 252.72 million RMB from its initial public offering, with a net amount of 213.86 million RMB after deducting issuance costs [48]. - As of June 30, 2025, the company has invested 22.23 million RMB of the raised funds, leaving a balance of 6.32 million RMB unutilized [50][51]. Governance Changes - The board of directors has approved the revision of the company's articles of association, eliminating the supervisory board and transferring its responsibilities to the audit committee [63]. - The company has also revised several internal governance documents to enhance operational standards and compliance with legal regulations [15][63]. Shareholder Meeting - The company plans to convene its first extraordinary general meeting of 2025 on September 8, 2025, to discuss the resolutions that require shareholder approval [39][40]. Fund Management - The company has established a dedicated account for managing raised funds, ensuring compliance with regulatory requirements and protecting investor interests [51][52]. - The company has adhered to the regulations regarding the storage and use of raised funds, with no violations reported during the period [58]. Internal Governance Revisions - The company has made several amendments to its internal governance rules, including renaming and restructuring various operational guidelines to align with current practices [15][63].

格隆汇8月22日丨德生科技(002908.SZ)公布2025年半年度报告，上半年公司实现营业收入2.49亿元，同 比下降14.27%；归属于上市公司股东的净利润886.98万元，同比下降36.47%；归属于上市公司股东的扣 除非经常性损益的净利润673.16万元，同比下降40.33%；基本每股收益0.0206元。 ...

公司法定代表人：虢晓彬 主管会计工作的公司负责人：陈曲 公司会计机构负责人：张倩蕊 广东德生科技股份有限公司2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：广东德生科技股份有限公司 单位：万元 注：除控股股东、实际控制人及其附属企业外，其他关联资金往来均不含经营性资金往来。 非经营性资金占用 资金占用方名称 占用方与上 市公司的关 联关系 上市公司核 算的会计科 目 2025年期 初占用资 金余额 2025年度占用 累计发生金额 （不含利息） 2025年度占 用资金的利 息(如有) 2025年度 偿还累计 发生金额 2025年期 末占用资 金余额 占用形成 原因 占用性质 控股股东、实际控制人及 其附属企业 小计 前控股股东、实际控制人 及其附属企业 小计 其他关联方及附属企业 小计 总计 其他关联资金往来 资金往来方名称 往来方与上 市公司的关 联关系 上市公司核 算的会计科 目 2025年期 初占用资 金余额 2025年度占用 累计发生金额 （不含利息） 2025年度占 用资金的利 息(如有) 2025年度 偿还累计 发生金额 2025年期 末占用资 金余额 往来形成 原因 往来性 ...

广东德生科技股份有限公司 2025 年半年度报告全文 广东德生科技股份有限公司 2025 年半年度财务报告 2025 年 8 月 1 广东德生科技股份有限公司 2025 年半年度报告全文 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 广东德生科技股份有限公司 2025 年半年度报告全文 | 长期应收款 | | | | --- | --- | --- | | 长期股权投资 | 40,149.41 | 145,049.35 | | 其他权益工具投资 | | | | 其他非流动金融资产 | | | | 投资性房地产 | | | | 固定资产 | 17,875,054.04 | 17,438,557.63 | | 在建工程 | 126,887,438.01 | 99,204,668.15 | | 生产性生物资产 | | | | 油气资产 | | | | 使用权资产 | 3,990,957.50 | 6,936,989.03 | | 无形资产 | 207,500,981.06 | 212,094,886.28 | | 其中：数据资源 | | | ...

证券代码：002908 证券简称：德生科技 公告编号：2025-028 广东德生科技股份有限公司 一、修订《公司章程》的依据及相关安排 根据《中华人民共和国公司法（2023年修订）》（以下简称"《公司法》"） 《上市公司章程指引（2025年修订）》（以下简称"《章程指引》"）《深圳证 券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第1号——主 板上市公司规范运作》等相关法律、法规及规范性文件的规定，结合公司实际情 况，将不再设置监事会，监事会的职权由董事会审计委员会行使，《监事会议事 规则》相应废止，公司各项制度中涉及监事会、监事的规定不再适用，同时对《公 司章程》及部分内部治理制度进行修订。 关于修订《公司章程》及部分内部治理制度的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 广东德生科技股份有限公司（以下简称"公司"或"本公司"）于2025年8 月21日召开第四届董事会第八次会议及第四届监事会第七次会议，审议通过了 《关于修订<公司章程>的议案》和《关于修订、制定部分内部治理制度的议案》， 现将具体情况公告如下： 在公司股东会审议通过上 ...

证券代码：002908 证券简称：德生科技 公告编号：2025-027 广东德生科技股份有限公司 2025年半年度募集资金存放与使用情况专项报告的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 广东德生科技股份有限公司（以下简称"本公司"或者"公司"）董事会根 据《上市公司募集资金监管规则》和《深圳证券交易所上市公司自律监管指引第 1号-主板上市公司规范运作》有关规定，现将本公司2025年半年度募集资金存放 与使用情况说明如下： 一、募集资金基本情况 （一）首次公开发行股票实际募集资金金额、资金到位时间 经中国证券监督管理委员会证监许可〔2017〕1728号文核准，并经深圳证券 交易所同意，本公司由主承销商中航证券有限公司通过深圳证券交易所系统于 2017年10月10日向社会公众公开发行了普通股（A 股）股票3,334万股，发行价 为每股人民币7.58元。截至2017年10月16日，本公司共募集资金25,271.72万元， 扣除发行费用3,885.47万元后，募集资金净额为21,386.25万元。 上述募集资金净额已经信永中和会计师事务所（特殊普通合伙） ...

证券代码：002908 证券简称：德生科技 公告编号：2025-029 广东德生科技股份有限公司 关于召开2025年第一次临时股东会通知的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 广东德生科技股份有限公司（以下简称"公司"）第四届董事会第八次会议 审议通过了《关于召开 2025 年第一次临时股东会的议案》，现将本次股东会的 有关事项通知如下： 一、会议基本情况 5、会议召开方式：现场投票与网络投票相结合 （1）现场投票：股东出席现场股东会或者书面委托代理人出席现场会议参 加表决，股东委托的代理人不必是公司股东； （2）网络投票：通过深圳证券交易所交易系统和深圳证券交易所互联网投 票系统(http://wltp.cninfo.com.cn)向公司股东提供网络形式的投票平台，公 司股东可以在网络投票时间内通过上述系统行使表决权。 公司股东只能选择上述投票方式中的一种表决方式。同一表决方式出现重复 投票的以第一次有效投票结果为准。 6、股权登记日：2025 年 9 月 1 日 7、出席对象： 1、会议召集人：公司董事会 2、会议召开的合法、合规性：本次股 ...