[Summary of Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) Provides the preliminary financial outlook for the first half of 2025, indicating a significant year-on-year decline in net profit 2025 Half-Year Performance Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Profit: CNY 22.5 million – CNY 29.0 million | Profit: CNY 86.90 million | | Year-on-Year Change | Decrease: 66.63% - 74.11% | - | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Profit: CNY 15.5 million – CNY 20.0 million | Profit: CNY 72.63 million | | Year-on-Year Change | Decrease: 72.46% - 78.66% | - | | **Basic Earnings Per Share** | Profit: CNY 0.09/share – CNY 0.11/share | Profit: CNY 0.34/share | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) States that the financial data presented in this performance forecast has not undergone pre-auditing by an accounting firm - The financial data in this performance forecast has not been pre-audited by an accounting firm[4](index=4&type=chunk) [Analysis of Performance Change Reasons](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Change%20Reasons) Explains the primary factors contributing to the substantial decline in the company's performance during the first half of 2025 - The company attributes the significant decline in its 2025 first-half performance to three main factors: - **Project Acceptance Delays**: Certain major projects could not be accepted as planned in the first half due to changes in user requirements, preventing revenue and profit recognition[5](index=5&type=chunk) - **Asset Impairment Provisions**: Due to settlement cycle impacts, some project payments were delayed, requiring the company to make asset impairment provisions, negatively impacting current net profit[5](index=5&type=chunk) - **Increased Share-Based Payment Expenses**: The implementation of the 2024 and 2021 restricted stock incentive plans led to higher share-based payment expenses compared to the prior period[6](index=6&type=chunk) [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) Cautions investors that the forecast data is preliminary and unaudited, with final accurate figures to be released in the official half-year report - The company advises investors that the performance forecast data is a preliminary estimate by the financial department, unaudited, and the final accurate data will be based on the company's officially disclosed 2025 half-year report[7](index=7&type=chunk)

Core Viewpoint - The company expects a significant decline in net profit for the first half of 2025 compared to the same period last year, primarily due to project delays and increased costs [1] Financial Performance - The projected net profit attributable to shareholders for January 1 to June 30, 2025, is estimated to be between 22.5 million yuan and 29 million yuan, representing a decrease of 66.63% to 74.11% from the previous year's 86.89 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 15.5 million yuan and 20 million yuan, down 72.46% to 78.66% from last year's 72.63 million yuan [1] - The basic earnings per share are projected to be between 0.09 yuan and 0.11 yuan, compared to 0.34 yuan per share in the same period last year [1] Reasons for Performance Change - The decline in performance is attributed to several factors, including the failure to complete acceptance procedures for major projects on schedule, delayed payments for some projects, and an increase in share-based payment expenses [1]

Core Viewpoint - The acquisition of Aldebaran's core assets by Shengshi Technology for €900,000 (approximately ¥7.5 million) is seen as a strategic move that could reshape the global humanoid robot market, providing Shengshi with a well-known brand and technology heritage [1][2][4]. Summary by Sections Acquisition Details - Shengshi Technology successfully acquired Aldebaran's core assets, including the Nao, Pepper, and Plato robot series, along with technical documents, patents, trademarks, domain names, source code, designs, and inventory [1][2]. - The total investment for Shengshi, including debt repayment and operational costs in France, is expected to be no more than €28 million (approximately ¥234 million) [2]. Background of Aldebaran - Aldebaran, founded in 2005, was a pioneer in the commercialization of humanoid robots, achieving significant sales and recognition globally [2][4]. - The company faced financial difficulties, leading to multiple ownership changes, including acquisition by SoftBank and later by the German URG, ultimately resulting in bankruptcy due to high operational costs and market challenges [4]. Strategic Rationale for Acquisition - Shengshi Technology aims to fill a critical gap in humanoid robotics, leveraging its existing expertise in AI and robotics to enhance its product offerings [5][7]. - The acquisition is viewed as a way to gain access to a mature platform, brand recognition, and technology, facilitating a faster entry into the humanoid robot market [5][7]. Future Prospects - The integration of Aldebaran's technology with Shengshi's AI capabilities is expected to create significant synergies, potentially expanding into various human-robot interaction scenarios [8][10]. - Aldebaran's brand recognition in Europe and globally is anticipated to serve as a key entry point for Shengshi into international markets, complementing its existing presence in regions like the Middle East and Africa [8][12]. Market Context - The Chinese robot market is projected to grow rapidly, with an expected annual growth rate of 23%, potentially doubling in size over the next four years [12]. - China currently holds a significant share of the global robot market, with a leading position in humanoid robot patents and product releases [12][14].

Core Viewpoint - The company, 盛视科技, has successfully acquired robotic assets from Aldebaran SAS for €900,000, aiming to enhance its global presence in the robotics sector and expand both ToC and ToB business lines [1][4]. Group 1: Acquisition Details - 盛视科技 announced its participation in the public auction of Aldebaran SAS's robotic assets, successfully winning the bid for €900,000 [1]. - The acquired assets include key technologies and brands from Aldebaran's Nao, Plato, and Pepper robot series [1]. - The company plans to establish 盛视技术法国有限公司 in Paris to manage and operate the acquired assets [1]. Group 2: Aldebaran Company Background - Aldebaran, founded in 2005 and based in Paris, is known for its humanoid robot design, development, and commercialization [1]. - The Nao robot, launched in 2006, is recognized as a benchmark tool for STEM education, utilized by thousands of universities and research institutions globally [2]. - The Pepper robot, introduced in 2014, is one of the first commercial robots capable of recognizing human emotions, widely used in various sectors including commercial services and healthcare [2]. Group 3: Strategic Direction - 盛视科技 aims to leverage Aldebaran's core team and technology to enhance its humanoid robotics business, focusing on integrating these assets into its existing operations [4]. - The company has a solid foundation in robotics, having developed various products including inspection and collaborative robots, and has expanded its business into smart transportation and smart airport sectors [4]. - 盛视科技 has achieved significant breakthroughs in overseas markets, covering countries such as the UAE, Saudi Arabia, and Oman [4].

Core Insights - Shengshi Technology (002990) successfully acquired the core assets of Aldebaran on July 10 [1] - Aldebaran, established in 2005 and headquartered in Paris, France, is a well-known company in the humanoid robotics sector, focusing on design, development, production, and commercialization [1] - Key products of Aldebaran include humanoid robots such as Nao and Pepper, which are recognized globally [1]

Group 1: Company Overview and Asset Acquisition - Aldebaran Company, established in 2005, is a leading firm in humanoid robot research and commercialization, with notable products like Nao and Pepper robots widely used in education, healthcare, and commercial services [3][4] - The company acquired core assets from Aldebaran, including technology documents, trademarks, patents, and physical assets, which will enhance its humanoid robot technology development [3][4] Group 2: Investment and Development Plans - The company plans to invest up to €28 million in the French subsidiary to integrate teams and continue research and development, leveraging existing assets [4] - The 6th generation of Nao robots is nearing maturity, with the 7th generation expected to launch soon, indicating ongoing product development [4] Group 3: Synergy and Market Expansion - The company aims to utilize domestic supply chain advantages to reduce costs for Aldebaran's robots, particularly in key components like reducers and servo motors [5] - Aldebaran's established market presence in Europe and other regions will facilitate the application of humanoid robots in various sectors, including smart ports and intelligent transportation, with significant international market penetration [5] Group 4: Future Acquisition Plans - The company intends to pursue external acquisitions and investments in intelligent robotics, AI models, AI chips, and computing power to enhance its business strategy [6][7]

Group 1 - The company held its 29th meeting of the third board of directors on July 3, 2025, with all 7 directors present, including 3 independent directors [1][2] - The board approved a proposal to participate in a judicial auction to purchase robot-related assets from ALDEBARAN SAS for no more than €10 million [1][2] - The board also approved the establishment of a wholly-owned subsidiary in France, named "盛视技术法国有限公司" (tentative name), with a registered capital of €100,000, and an investment of up to €28 million for operational needs [2]

Transaction Overview - The company participated in a public auction on July 10, 2025, to acquire robot-related assets from Aldebaran SAS, which is undergoing judicial liquidation, and successfully won the bid for €900,000 [1][5] - The assets will be received and operated by a newly established subsidiary in France, named Maxvision Technology France SAS, set up by the company's Hong Kong subsidiary [1][6] Aldebaran Company Background - Aldebaran SAS, founded in 2005 and headquartered in Paris, specializes in the design, development, production, and commercialization of humanoid robots, with notable products like the Nao and Pepper robots [2][3] - The Nao robot is widely used in STEM education, while the Pepper robot is recognized for its ability to recognize human emotions and is applied in various sectors including commercial services and healthcare [2][3] Auction Details - The auction for Aldebaran's robot-related assets was conducted by the Paris Commercial Court due to the company's bankruptcy, with an initial bidding price of €500,000 and a minimum increment of €50,000 [5] - The company successfully acquired the assets for €900,000, with payment required within 24 hours of the auction [5][6] Investment and Operational Plans - The company plans to invest up to a specified amount in the French subsidiary to support operational needs such as team building, product development, and marketing [6][7] - The establishment of the French subsidiary aims to enhance the company's capabilities in humanoid robot research and commercialization, leveraging Aldebaran's existing R&D and market teams [6][8] Strategic Objectives - The investment aligns with the company's goal to become a leading provider of intelligent products and AI solutions, while also expanding its global market presence [7][8] - The company aims to accelerate the development of humanoid robots and enhance their application in various scenarios, thereby creating synergistic effects with existing technologies [8]

（一）审议通过《关于参与司法拍卖购买资产的议案》 为加速公司人形机器人的研发进程，经评估，公司拟以不高于 1,000 万欧元 的价格参与 ALDEBARAN SAS 司法清算的机器人相关资产等的公开拍卖。 表决结果：赞成 7 票；反对 0 票；弃权 0 票。 证券代码：002990 证券简称：盛视科技 公告编号：2025-074 盛视科技股份有限公司 第三届董事会第二十九次会议决议公告 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。 一、董事会会议召开情况 盛视科技股份有限公司（以下简称"公司"）第三届董事会第二十九次会议 于 2025 年 7 月 3 日在公司会议室通过现场与通讯相结合的方式召开。本次董事 会会议通知于 2025 年 7 月 3 日以电话、口头、直接送达等方式向各位董事发出， 董事会全体成员同意豁免本次会议通知的时间要求。本次会议应出席董事 7 名 （含独立董事 3 名），实际出席董事 7 名，公司全体监事及高级管理人员列席了 会议。会议由公司董事长瞿磊先生主持，本次会议的召集和召开程序符合《中华 人民共和国公司法》等法律法规和《公司章程》的 ...

Group 1 - The company successfully won a public auction for robotics-related assets from Aldebaran SAS, with a bid of 900,000 euros [1] - Following the auction, the company will establish a subsidiary, 盛视技术法国有限公司, in Paris to receive and operate the acquired assets [1] - The total investment for this acquisition will not exceed 28 million euros, funded by the company's own resources [1]