Group 1 - The core point of the article is that Keda Guochuang reported a decrease in the number of shareholders, indicating a potential shift in investor sentiment [1] - As of November 10, the number of shareholders was 49,769, a decrease of 6,822 from the previous period, representing a month-on-month decline of 12.05% [1] - The latest stock price of Keda Guochuang is 25.04 yuan, down 3.66%, but the stock has seen a cumulative increase of 0.97% since the concentration of shares began [1] Group 2 - The stock experienced 6 days of increases and 5 days of decreases during the reporting period [1]

Group 1 - The AIGC concept saw renewed activity on the 14th, with companies like Century Tianhong hitting a 20% limit up, Keda Guochuang rising over 10%, and others like Tianyu Shuke and Nanxing Stock also reaching limit up, while Zhongke Jincai increased by over 9% [1] - OpenAI announced the upcoming release of its latest AI visual generation model, Sora, which is expected to set a new standard in the video generation field [1] - Since the announcement of Sora, at least ten companies have released or updated their video generation models, indicating a significant impact on the industry [1] Group 2 - The performance of video generation models has significantly improved following Sora's release, with advancements in video duration, resolution, and aspect ratio switching, with some models even surpassing Sora in certain functionalities [1] - In November, Zhipu announced a new iteration of its AI video model "Xinqingying," which enhances video generation capabilities, achieving 10 seconds of duration, 4K resolution, 60 frames per second ultra-high-definition quality, and improved human motion and physical world simulation [1] - Debang Securities believes that the official release of Sora is likely to become a new benchmark in the global video generation field, accelerating the iteration and application of multimodal large models [1]

证券代码：300520 证券简称：科大国创 公告编号：2024-91 科大国创软件股份有限公司 关于回购股份实施完成暨股份变动的公告 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。 科大国创软件股份有限公司（以下简称"公司"）于 2024 年 2 月 2 日召开第 四届董事会第十九次会议和第四届监事会第十九次会议，审议通过了《关于回购 公司股份方案的议案》，拟使用自有资金以集中竞价交易方式回购部分公司已发 行的人民币普通股（A 股）股票，并在未来适宜时机将回购股份用于股权激励或 员工持股计划。本次回购股份的资金总额不低于人民币 2,000 万元（含），不超 过人民币 4,000 万元（含），回购价格不超过人民币 23.00 元/股（含），具体以 回购实施完成时实际回购的金额为准。本次回购的实施期限为自公司董事会审议 通过回购方案之日起 12 个月内。具体内容详见公司于 2024 年 2 月 3 日在巨潮 资讯网（www.cninfo.com.cn）上披露的相关公告。 截至本公告披露日，本次回购公司股份事项已实施完毕。根据《上市公司股 份回购规则》《深圳证券交易 ...

证券代码：300520 证券简称：科大国创 公告编号：2024-92 科大国创软件股份有限公司 股票交易异常波动公告 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、股票交易异常波动的具体情况 科大国创软件股份有限公司（以下简称"公司"）股票于 2024 年 10 月 29 日、 2024 年 10 月 30 日连续两个交易日收盘价格涨幅偏离值累计超过 30%，根据《深 圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 二、说明关注、核实情况 针对公司股票交易异常波动情况，公司董事会对公司、控股股东及实际控制 人就相关事项进行了核实，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司目前生产经营情况正常，内外部环境未发生重大变化。 3、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 4、经核查，公司、控股股东和实际控制人不存在关于公司的应披露而未披 露的重大事项，不存在处于筹划阶段的重大事项。 5、经核查，公司控股股东和实际控制人在股票交易异常波动期间未买卖公 司股票。 ...

证券代码：300520 证券简称：科大国创 公告编号：2024-90 科大国创软件股份有限公司 关于归还闲置募集资金后继续使用部分闲置募集资金 暂时补充流动资金的公告 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。 科大国创软件股份有限公司（以下简称"公司"）于 2024 年 10 月 25 日召开第四 届董事会第二十三次会议和第四届监事会第二十三次会议，审议通过了《关于继续 使用部分闲置募集资金暂时补充流动资金的议案》。截至 2024 年 10 月 24 日，公司 已将前次用于暂时补充流动资金的闲置募集资金共计 2 亿元全部归还至募集资金专 用账户，董事会同意公司在保证募集资金投资项目建设正常推进的前提下，继续使 用不超过 2 亿元的闲置募集资金暂时补充流动资金，使用期限自公司董事会审议通 过之日起不超过 12 个月，到期将归还至公司募集资金专户。根据《深圳证券交易所 上市公司自律监管指引第 2 号——创业板上市公司规范运作》等相关规定，该事项 无需提交股东大会审议。现将有关情况公告如下： 一、募集资金的基本情况 根据中国证券监督管理委员会《关于同意科大国创 ...

Financial Performance - The company's revenue for Q3 2024 was ¥379,835,740.98, a decrease of 42.26% compared to the same period last year[3]. - The net profit attributable to shareholders was -¥27,801,704.92, representing a decline of 254.35% year-on-year[3]. - The operating cash flow for the period was -¥38,717,321.30, a decrease of 430.44% compared to the previous year[3]. - Revenue decreased by 41.51% compared to the previous period[10]. - Total operating revenue for Q3 2024 was CNY 1,038,309,826.59, a decrease of 41.6% compared to CNY 1,775,128,687.40 in the same period last year[16]. - The company reported a net loss of CNY 260,267,031.25 for Q3 2024, compared to a loss of CNY 212,777,312.68 in the same quarter last year[15]. - The net profit for Q3 2024 was -72,454,973.57 CNY, compared to a net profit of 80,958,912.05 CNY in Q3 2023, representing a significant decline[17]. - The total comprehensive income for Q3 2024 was -72,543,636.96 CNY, compared to 80,533,099.23 CNY in Q3 2023[17]. - Basic and diluted earnings per share for Q3 2024 were both -0.16 CNY, down from 0.26 CNY in Q3 2023[17]. Asset and Liability Management - The total assets at the end of the reporting period were ¥4,518,890,915.55, down 3.59% from the end of the previous year[3]. - As of September 30, 2024, the company's total current assets decreased to CNY 2,901,912,935.96 from CNY 3,089,483,091.23 at the beginning of the period, representing a decline of approximately 6.06%[13]. - Total assets decreased to CNY 4,518,890,915.55 from CNY 4,687,092,518.87, reflecting a decline of 3.6%[15]. - The total liabilities decreased to CNY 44,301,318 from CNY 46,740,458, indicating a reduction of about 5.2%[11]. - Total liabilities decreased to CNY 2,568,004,176.42 from CNY 2,646,383,060.43, a reduction of 2.9%[15]. - The company's total equity decreased to CNY 1,950,886,739.13 from CNY 2,040,709,458.44, indicating a decline of 4.4%[15]. Cash Flow Analysis - Cash flow from operating activities for Q3 2024 was -319,552,375.18 CNY, compared to -262,604,787.05 CNY in Q3 2023, indicating worsening cash flow[18]. - Cash flow from investing activities for Q3 2024 was -329,567,373.02 CNY, compared to -229,545,701.77 CNY in Q3 2023, reflecting increased investment outflows[19]. - Cash flow from financing activities for Q3 2024 was 1,326,111.09 CNY, a decrease from 358,752,611.74 CNY in Q3 2023, indicating reduced financing inflows[19]. - Cash and cash equivalents at the end of the period decreased by 41.31% due to reduced operating cash flow[6]. - Cash and cash equivalents were not explicitly detailed, but the reduction in short-term borrowings from CNY 589,994,190.62 to CNY 462,698,695.38 suggests improved liquidity management[15]. - The cash and cash equivalents at the end of Q3 2024 were 376,496,068.51 CNY, down from 566,093,006.74 CNY at the end of Q3 2023[19]. Revenue Breakdown - The company's digital application business revenue for the first three quarters was ¥61,774.82 million, a decrease of 20.30% year-on-year[6]. - The digital product business revenue increased by 30.23% year-on-year, reaching ¥20,471.80 million[6]. - The digital operation business revenue decreased by 74.39% year-on-year, totaling ¥21,584.37 million[6]. - Other income decreased by 71.67% due to reduced government subsidies[10]. - Total revenue from sales of goods and services in Q3 2024 was 1,131,488,344.40 CNY, down from 1,661,785,004.40 CNY in Q3 2023[18]. Cost Management - Operating costs decreased by 51.59% due to the corresponding reduction in revenue[10]. - Total operating costs for Q3 2024 were CNY 1,056,059,894.41, down from CNY 1,765,806,501.54, indicating a significant reduction in expenses[16]. - Research and development expenses for Q3 2024 amounted to CNY 166,266,069.50, a decrease of 20.7% from CNY 209,517,624.15 in the previous year[16]. - Financial expenses decreased by 38.88% due to reduced interest expenses and increased interest income[10]. - Investment income decreased by 79.88% primarily due to significant losses from associates and previous gains from subsidiary equity transfers[10]. Strategic Initiatives - The company sold its stake in Guochuang Jixing to focus on core BMS/BEMS integrated product business[6]. - The company plans to transfer its controlling subsidiary, Anhui Keda Guochuang Software Technology Co., Ltd., to optimize resource allocation and focus on core business development[12]. - The company is actively pursuing new strategies to adapt to fluctuations in the domestic and international economic environment[12]. - The company granted 500,000 restricted stocks to 9 incentive objects as part of its 2024 incentive plan on August 28, 2024[12]. Inventory and Receivables - Inventory increased by 41.19% due to ongoing digital application projects and increased stock of digital products[10]. - Accounts receivable decreased to CNY 866,965,389.92 from CNY 1,079,003,052.59, reflecting a decline of approximately 19.6%[13]. - Accounts receivable financing decreased by 52.72% as a result of maturing bills received[10]. - Long-term receivables decreased to CNY 58,041,912.06 from CNY 72,260,463.18, a decline of approximately 19.7%[13]. - Deferred tax assets increased by 52.89% due to higher provisions for bad debts[10]. - Deferred income tax assets increased significantly to CNY 97,876,081.64 from CNY 64,019,323.45, indicating potential future tax benefits[15].

董事会认为：公司编制《2024年第三季度报告》的程序符合法律、行政法规 和中国证监会的规定，报告内容公允地反映了公司的经营状况和经营成果，报告 所披露的信息真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏。 本议案已经公司董事会审计委员会审议通过。 表决结果：同意9票，反对0票，弃权0票。 《2024年第三季度报告》及监事会发表的相关意见详见巨潮 资 讯 网 （www.cninfo.com.cn）。 证券代码：300520 证券简称：科大国创 公告编号：2024-85 科大国创软件股份有限公司 第四届董事会第二十三次会议决议公告 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。 科大国创软件股份有限公司（以下简称"公司"）于 2024 年 10 月 20 日以电 话、电子邮件等方式发出第四届董事会第二十三次会议的通知，并于 2024 年 10 月 25 日以现场和通讯表决相结合方式召开，本次会议应出席董事 9 人，实际出 席 9 人，会议符合《中华人民共和国公司法》及《公司章程》的规定。本次会议 由公司董事长董永东先生主持，审议并通过了以下决议： 一、审议 ...

表决结果：同意 3 票，反对 0 票，弃权 0 票。 二、审议通过《关于继续使用部分闲置募集资金暂时补充流动资金的议案》 证券代码：300520 证券简称：科大国创 公告编号：2024-86 科大国创软件股份有限公司 第四届监事会第二十三次会议决议公告 本公司及监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。 科大国创软件股份有限公司（以下简称"公司"）于 2024 年 10 月 20 日以电 话、电子邮件等方式发出第四届监事会第二十三次会议的通知，并于 2024 年 10 月 25 日以现场和通讯表决相结合方式召开，本次会议应出席监事 3 人，实际出 席 3 人，会议符合《中华人民共和国公司法》及《公司章程》的规定。本次会议 由监事会主席陈方友先生主持，审议并通过了以下决议： 一、审议通过《关于公司<2024 年第三季度报告>的议案》 监事会认为：董事会编制和审核公司《2024 年第三季度报告》的程序符合法 律、行政法规和中国证监会的规定，报告内容真实、准确、完整地反映了公司的 实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 监事会认为：公司本次继续使用部分闲 ...

证券代码：300520 证券简称：科大国创 公告编号：2024-89 科大国创软件股份有限公司 关于2024年前三季度计提资产减值准备的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 A.应收款项、合同资产 对于存在客观证据表明存在减值，以及其他适用于单项评估的应收票据、应 收账款、其他应收款、应收款项融资、合同资产及长期应收款等单独进行减值测 试，确认预期信用损失，计提单项减值准备。对于不存在减值客观证据的应收票 据、应收账款、其他应收款、应收款项融资、合同资产及长期应收款或当单项金 融资产无法以合理成本评估预期信用损失的信息时，本公司依据信用风险特征将 应收票据、应收账款、其他应收款、应收款项融资、合同资产及长期应收款等划 分为若干组合，在组合基础上计算预期信用损失，确定组合的依据如下： （a）应收票据确定组合的依据如下： 应收票据组合1 银行承兑汇票 科大国创软件股份有限公司（以下简称"公司"）根据《深圳证券交易所创业 板股票上市规则》《深圳证券交易所创业板上市公司自律监管指南第1号——业 务办理》及公司相关会计政策的规定，基于谨慎性原则，为了更加 ...

关于科大国创软件股份有限公司 归还闲置募集资金后继续使用部分闲置募集资金 暂时补充流动资金的核查意见 国元证券股份有限公司（以下简称"国元证券"、"保荐机构"）作为科大 国创软件股份有限公司（以下简称"科大国创"或"公司"）2023 年度向特定 对象发行股票并在创业板上市的保荐机构，根据《证券发行上市保荐业务管理办 法》《深圳证券交易所创业板股票上市规则》《上市公司监管指引第 2 号——上市 公司募集资金管理和使用的监管要求》《深圳证券交易所上市公司自律监管指引 第 2 号——创业板上市公司规范运作》等相关法律法规和规范性文件的规定，对 科大国创归还闲置募集资金后继续使用部分闲置募集资金暂时补充流动资金的 事项进行了审慎核查，核查的具体情况如下： 一、募集资金的基本情况 根据中国证券监督管理委员会《关于同意科大国创软件股份有限公司向特定 对象发行股票注册的批复》（证监许可[2023]2049 号），公司向特定对象发行人 民币普通股（A股）43,491,318 股，发行价格 18.66 元/股，募集资金总额为 81,154.80 万元，扣除与发行相关的费用（不含税）745.14 万元后，实际募集资金净额为 80 ...