Core Viewpoint - The company plans to reduce costs for its Nao series robots through technology upgrades and supply chain optimization while leveraging mutual strengths to expand applications in more scenarios [1] Group 1 - The company will focus on technology upgrades to lower costs [1] - Supply chain optimization will be a key strategy for cost reduction [1] - The company aims to expand the application of its robots in various scenarios by leveraging strengths [1]

证券代码：002990 证券简称：盛视科技 公告编号：2025-077 盛视科技股份有限公司 关于为全资子公司提供担保的进展公告 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。 特别提示： 1.本次被担保对象为公司全资子公司香港盛视技术有限公司，其资产负债率超 过 70%。 2.截至本公告披露日，经审议的公司及控股子公司对外担保的额度总金额为人 民币 200,000 万元，占公司最近一期经审计净资产的比例为 83.32%，本次担保提 供后，公司实际签署正在履行的对外担保总额为人民币 22,000 万元，占公司最近 一期经审计净资产的比例为 9.17%，且全部为对合并报表范围内子公司的担保。 敬请投资者关注担保风险。 一、担保情况概述 4.董事：官亚灵 1.公司名称：香港盛视技术有限公司 2.成立日期：2018 年 12 月 18 日 3.注册地点：香港荃湾柴湾角街 66-82 号金熊工业中心 19/F 楼 AD 座 近日，为满足盛视科技股份有限公司（以下简称"公司"）全资子公司香港 盛视技术有限公司（以下简称"香港盛视"）的业务需要，公司与中信银行股份 有限公 ...

Market Performance - On July 16, A-shares saw a slight decline, with the Shanghai Composite Index down 0.03% to 3503.78 points, the Shenzhen Component Index down 0.22% to 10720.81 points, and the ChiNext Index down 0.22% to 2230.19 points [1] Fund Manager Changes - In the past 30 days (June 16 - July 16), 440 fund managers have left their positions, with 8 announcements made on July 16 alone. Reasons for departure include job changes and personal reasons [3] - Notable fund manager Li Yuanbo from Fortune Fund has managed assets totaling 3.298 billion yuan, with a highest return of 121.90% on the HSBC Jintrust Technology Pioneer Stock Fund during his tenure [3] New Fund Managers - New fund manager Gui Zhenghui from Bosera Fund manages assets totaling 7.143 billion yuan, with a highest return of 77.93% on the Bosera CSI 300 Index C Fund over a tenure of 9 years and 174 days [4] Fund Research Activity - Bosera Fund conducted the most company research in the past month, engaging with 41 listed companies, followed by Jiashi Fund and Huaxia Fund, each with 39 companies [6] - The automotive parts industry was the most researched sector, with 143 instances, followed by communication equipment with 141 instances [6] Individual Stock Research - In the past month, Lexin Technology was the most researched stock, with 95 fund management companies participating, followed by Zhongji Xuchuang and Taotao Automotive with 75 and 63 respectively [8] - In the past week (July 8 - July 15), Zhongji Xuchuang led with 29 fund institution inquiries, followed by Shengshi Technology and Kefu Medical with 27 and 26 respectively [7]

[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]