关于 2022 年股票期权激励计划部分股票期权注销完成的公告 证券代码：002908 证券简称：德生科技 公告编号：2025-040 广东德生科技股份有限公司 公司本次注销部分股票期权符合《上市公司股权激励管理办法》以及公司 《2022 年股票期权激励计划（草案）》等相关规定，不会对公司股本结构造成影 响，也不会对公司的财务状况和经营成果产生实质性影响，不存在损害公司及全 体股东利益的情形。 特此公告。 广东德生科技股份有限公司董事会 二〇二五年十一月十三日 本公司及董事会全体成员保证本公告的内容真实、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"）于 2025 年 10 月 27 日召开 第四届董事会第九次会议审议通过了《关于注销部分股票期权的议案》，公司董 事会同意注销因激励对象离职、首次授予部分及预留授予部分第二个行权期公司 层面业绩考核未达标，对应不得行权的股票期权合计 190.488 万份。具体内容详 见公司在指定信息披露媒体及巨潮资讯网（http://www.cninfo.com.cn）上披露 的《关于注销部分股票期权的公告》（公告编号：2025-0 ...

Core Points - The controlling shareholder, Mr. Guo Xiaobin, has reduced his shareholding in Desheng Technology, with his ownership percentage dropping from 33.40% to 32.89% after selling 2.1821 million shares [2] Group 1: Shareholding Changes - Mr. Guo Xiaobin planned to reduce his shareholding by up to 12,848,601 shares, which is 3.00% of the total share capital excluding shares in the repurchase account [1] - The reduction was to occur within three months following the announcement made on July 31, 2025, with a maximum of 4,282,867 shares sold through centralized bidding and 8,565,734 shares through block trading [1] Group 2: Compliance and Disclosure - The company and its board members guarantee that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1] - The announcement regarding the shareholding change was made in compliance with relevant laws and regulations [1]

Summary of Key Points Core Viewpoint - Several shareholders across various companies are planning to reduce their stakes, indicating potential shifts in ownership dynamics within the market [1]. Group 1: Shareholder Reductions - Hongbo New Materials' shareholder, Xinyu Baolong, intends to reduce its stake by 3% [1]. - Dayilong's shareholder, Lefeng Investment, has reduced its stake by 3% [1]. - Ningbo Zhongbai's Zhang Jiangbo plans to reduce his stake by 1% [1]. - Founder Securities reports that China Cinda plans to reduce its stake by 1% within three months [1]. - Liqun Co., Ltd.'s director, Hu Peifeng, intends to reduce his stake by 0.08% [1]. - Suli Co., Ltd.'s Guosheng Investment plans to reduce its stake by 0.4816% [1]. - Jinzhen Co., Ltd.'s Zhao Jian and Xu Minbo have reduced their stakes by 0.98% and 0.11%, respectively [1]. - Shenkong Technology's Wang Huan and Zhou Baocong plan to reduce their stakes by up to 0.0263% and 0.0210% within three months [1]. - Huaxi Biological's shareholder, Guoshou Chengda, plans to reduce its stake by no more than 2% [1]. - Xuanta Pharmaceutical's Qihe Venture has reduced its stake by 0.7098% [1]. - Desheng Technology's actual controller, Guo Xiaobin, has reduced his stake by 0.51% [1]. - Liren Technology's Liren Investment has reduced its stake by 0.0779% [1]. Group 2: Shareholder Increases - Zhongju Gaoxin's Li Ruxiong has increased his stake by 0.0129% [1].

证券代码：002908 证券简称：德生科技 公告编号：2025-039 广东德生科技股份有限公司 关于控股股东、实际控制人持股比例变动触及1%整数倍的公告 虢晓彬先生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。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 广东德生科技股份有限公司（以下简称"公司"或"德生科技"）于2025 年7月31日披露了《关于控股股东、实际控制人股份减持计划的预披露公告》（公 告编号：2025-021），信息披露义务人虢晓彬先生计划在该公告披露之日起15 个交易日后的3个月内（根据相关法律、法规规定禁止减持的期间除外），以集 中竞价和大宗交易方式合计减持本公司股份不超过12,848,601股（即不超过剔除 公司回购专用账户股份后总股本的3.00%）。其中，以集中竞价方式减持本公司 股份不超过4,282,867股（即不超过剔除公司回购专用账户股份后总股本的 1.00%），以大宗交易方式减持本公司股份不超过8,565,734股（即不超过剔除公 司回购专用账户股份后总股本的2.00%）。 虢晓彬先生于2025年10月21日至2025年11月 ...

Core Viewpoint - The company announced that its controlling shareholder, Guo Xiaobin, reduced his shareholding by 2.1821 million shares, decreasing his ownership from 33.40% to 32.89%, a reduction of 0.51% [1] Summary by Relevant Sections - **Shareholding Reduction** - Guo Xiaobin conducted the share reduction through centralized bidding from October 21, 2025, to November 3, 2025 [1] - **Future Reduction Plans** - Previously disclosed plans indicate that Guo Xiaobin intends to reduce his holdings by up to 12.8486 million shares within three months, with a maximum of 4.2829 million shares through centralized bidding and 8.5657 million shares through block trading [1] - **Compliance with Established Plans** - The recent share reduction aligns with the previously established plan, which has not yet been fully executed [1]

Core Insights - Desheng Technology, established in 1999 and listed in 2017, is a leading provider of social security information services in China, focusing on comprehensive service systems including social security card issuance and resident service integration [1] Financial Performance - For Q3 2025, Desheng Technology reported revenue of 358 million yuan, ranking 81st in the industry, significantly lower than the top competitors, Digital China at 102.365 billion yuan and Unisplendour at 77.322 billion yuan, and below the industry average of 283.3 million yuan but above the median of 47.3 million yuan [2] - The net profit for the same period was 6.6442 million yuan, ranking 64th in the industry, with a substantial gap compared to the leading companies, Unisplendour at 1.723 billion yuan and Baosight Software at 1.133 billion yuan, while exceeding the industry median of 5.831 million yuan but falling short of the average of 25.9607 million yuan [2] Financial Ratios - As of Q3 2025, Desheng Technology's debt-to-asset ratio was 22.45%, an increase from 20.45% year-on-year, but still below the industry average of 38.93%, indicating relatively low debt pressure [3] - The gross profit margin for Q3 2025 was 45.91%, up from 40.51% year-on-year, and higher than the industry average of 29.96%, reflecting strong profitability [3] Executive Compensation - The chairman and general manager, Guo Xiaobin, saw his compensation decrease from 1.8 million yuan in 2023 to 1.224 million yuan in 2024, a reduction of 576,000 yuan [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 11.56% to 50,300, with an average holding of 6,402.76 circulating A-shares, a decrease of 10.36% from the previous period [5]

Core Viewpoint - De Sheng Technology reported a decline in revenue and net profit for the first three quarters of 2025, while improving gross margin indicates a shift in business strategy towards more profitable services [1][2]. Financial Performance - Revenue for the first three quarters of 2025 was approximately 358 million yuan, a year-on-year decrease of 13.48% [1]. - Net profit attributable to shareholders was about 4.42 million yuan, down 50.67% year-on-year [1]. - Gross margin improved from 40.51% in the same period last year to 45.91%, an increase of 5.40 percentage points [1]. Business Strategy - The company is focusing on optimizing its service model in "data + model + scenario" to enhance operational efficiency and profitability [1]. - De Sheng Technology is leveraging AI technology to support its service offerings, particularly in employment, medical services, and government affairs [2]. - The company aims to maintain its leading market position in the third-generation social security card services through strategic positioning and technological advantages [2].

Core Insights - Desheng Technology (002908.SZ) released its Q3 2025 report on October 29, 2025, indicating a total institutional holding of 1.7456 million shares, representing 0.40% of the company's total equity [1] - The institutional holding ratio decreased by 0.34 percentage points compared to the previous quarter [1] Institutional Holdings - As of October 28, 2025, there is one institutional investor holding shares in Desheng Technology, which includes the Guangdong Desheng Technology Co., Ltd. - 2025 Employee Stock Ownership Plan [1] - The total institutional holding ratio stands at 0.40% [1] Public Fund Disclosure - In this reporting period, 28 public funds were disclosed, which were not reported in the previous quarter [1] - Notable funds include Xin'ao Core Technology Mixed A, China Merchants CSI 2000 Index Enhanced A, and others [1]

Core Insights - The company reported a revenue of 358 million yuan and a net profit attributable to shareholders of 4.4153 million yuan for the first three quarters of 2025, with a gross margin increase from 40.51% to 45.91% year-on-year, reflecting a 5.4 percentage point improvement [1][2] Financial Performance - Revenue for the first three quarters of 2025 reached 358 million yuan [1] - Net profit attributable to shareholders was 4.4153 million yuan [1] - Net profit excluding non-recurring gains and losses was 2.4264 million yuan [1] - Gross margin improved from 40.51% to 45.91%, a year-on-year increase of 5.4 percentage points [1] Business Strategy and Developments - The company has built a knowledge graph, document knowledge base, and model collaboration mechanism, completing the overall technical architecture for its intelligent application service platform [1] - The focus areas for future growth include employment and social security services, while medical and government services are identified as key operational breakthroughs [1] - In AI applications, the company has established a core AI technology foundation and completed the integration of general large models and self-developed model training [2] - The company is collaborating with partners to develop a "seamless medical payment platform" to optimize traditional IT architecture using core algorithm capabilities [2] - The company aims to solidify its position as a "social security card service provider" and maintain market leadership in the third-generation social security card [2] - The strategic layout emphasizes a service loop of "data + model + scenario," leveraging AI technology to empower core livelihood scenarios such as employment, medical care, and government services [2]

Core Insights - The company reported a revenue of 358 million yuan and a net profit of 6.6442 million yuan for the first three quarters of 2025, with a gross margin improvement from 40.51% to 45.91% year-on-year, an increase of 5.40 percentage points [1] - The improvement in gross margin is attributed to the reduction of less profitable business segments and the optimization of the "social security operation and big data services" profit model [1] - The company is focusing on enhancing its operational system around its core positioning as a "social security card service provider" and is expanding its market share in the third-generation social security card sector [1] Business Strategy - The company is accelerating the development of its AI core capabilities, implementing a strategic loop of "data + model + scenario" to drive intelligent upgrades in business scenarios, particularly in employment, medical services, and government affairs [1] - The company has strengthened its AI foundation by developing a self-researched government model that has been filed with national cybersecurity authorities, and is building a knowledge graph and knowledge base to optimize model performance [1][2] - The company is adopting a "platform + operation" service model to collaborate with B-end partners in expanding livelihood service scenarios, particularly in the healthcare sector [2] Future Outlook - The company aims to continue leveraging AI technology to solidify its social security and livelihood service foundation, accelerating the construction of a human-centered digital livelihood operation ecosystem to support future business growth [2]