关于"思特转债"可能满足赎回条件的提示性公告 | 证券代码：300608 | 证券简称：思特奇 | 公告编号：2025-047 | | --- | --- | --- | | 债券代码：123054 | 债券简称：思特转债 | | 北京思特奇信息技术股份有限公司 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： 自 2025 年 8 月 4 日至 2025 年 8 月 15 日期间，公司股票价格已有十个交易 日的收盘价不低于"思特转债"当期转股价格(9.88 元/股)的 130%（即 12.844 元 /股）。若在未来触发"思特转债"有条件赎回条款（即"在转股期内，如果公司 股票在任意连续三十个交易日中至少有十五个交易日的收盘价格不低于当期转 股价格的 130%（含 130%）"），届时根据《北京思特奇信息技术股份有限公司创 业板公开发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）中有条 件赎回条款的约定，公司有权决定是否按照债券面值加当期应计利息的价格赎回 全部或部分未转股的可转换公司债券（以下简称"可转债"），敬请广大投资者及 时关注 ...

Core Points - The company, Sitergy, announced on August 13 that it approved a proposal to temporarily use part of its idle raised funds to supplement working capital, with a maximum amount of RMB 245 million [2] - The usage period for these funds is set to not exceed twelve months from the date of board approval [2] - As of August 13, the company has repaid RMB 9 million of the temporarily used funds back to its special account for raised funds, leaving an outstanding amount of RMB 236 million to be repaid within the stipulated timeframe [2]

Core Insights - The company, Sitergy, emphasizes a core philosophy of "human-machine collaboration and coexistence" in its AI ecosystem [2] - Sitergy has developed a comprehensive AI service system covering "computing power, data, models, and intelligent agents" [2] - The self-developed Jiusu model serves as the foundation for AIGC technology, featuring multi-modal processing, knowledge generation, and decision-making capabilities [2] - The Jiusu model has received national "dual filing" certification and has been successfully applied in various sectors including government affairs, cultural tourism, and telecommunications [2]

| 证券代码：300608 | 证券简称：思特奇 公告编号：2025-046 | | --- | --- | | 债券代码：123054 | 债券简称：思特转债 | 2025年8月13日，公司将上述暂时补充流动资金的募集资金中的900万元 提前归还至公司募集资金专户，并将该事项通知了保荐机构和保荐代表人。 截至本公告披露日，本次暂时用于补充流动资金的募集资金尚未归还的 金额为23,600万元，公司将在规定期限内归还至募集资金专户并及时履行信息 披露义务。 特此公告。 北京思特奇信息技术股份有限公司董事会 2025 年 8 月 13 日 北京思特奇信息技术股份有限公司 关于提前归还部分募集资金的公告 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。 北京思特奇信息技术股份有限公司（以下简称"公司"）于2025年4月3日 召开第四届董事会第二十八次会议及第四届监事会第十八次会议，审议通过 了《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用不 超过人民币24,500万元闲置募集资金暂时补充流动资金，用于与公司主营业务 相关的生产经营，使用期限自董事会审 ...

Group 1 - The company, Sitergy (300608.SZ), has stated that it currently has no established partnership with Zhipu AI [1]

Group 1 - The company has developed a full-stack AI ecosystem service system covering "computing power - data - models - intelligent agents" with the core concept of "human-machine collaboration and coexistence" [2] - The self-developed Jiusi model serves as the foundation for AIGC technology, featuring multi-modal processing, knowledge generation, and decision-making reasoning capabilities [2] - The Jiusi model has received national "dual filing" certification and has been successfully applied in high-quality scenario support across various fields such as government affairs, cultural tourism, and telecommunications [2]

Core Insights - eSIM technology is becoming a key enabler for the Internet of Things (IoT) and is expected to significantly enhance user experience by eliminating the need for physical SIM cards [1][2] - The market for eSIM is projected to grow substantially, with an estimated 1 billion eSIM-enabled smartphones by the end of 2025 and 6.9 billion by 2030 [2] - The eSIM industry chain includes component manufacturers, operators, and application service providers, with several A-share listed companies actively participating in this space [3][4] Market Potential - eSIM technology allows for lighter and thinner consumer electronics, as it does not require a physical card slot [1] - The demand for eSIM is driven by the increasing need for lightweight consumer electronics, wearable devices, and IoT terminals [1][2] - Jupiter Research forecasts that the number of IoT connections using eSIM technology will grow from 22 million in 2023 to 195 million by 2026 [2] Industry Collaboration - Companies like Unisoc, Quectel, and ThinkRace are making strides in the eSIM market, with Unisoc being the first in China to achieve global commercial use of eSIM [3] - Quectel has developed an end-to-end IoT eSIM solution that supports automatic connections in over 180 countries, enhancing operational efficiency and reducing costs [3][4] - ThinkRace is focusing on providing comprehensive solutions for automotive connectivity, leveraging eSIM and 5G technologies to streamline supply chain management for car manufacturers [4] Ecosystem Development - The eSIM industry in China is forming a complete layout across various segments, with companies exploring and refining business models to accelerate eSIM adoption [5] - The collaboration among industry players is expected to enhance the overall ecosystem, facilitating the widespread use of eSIM technology [5]

Group 1 - The satellite navigation sector is experiencing significant activity due to an accelerated satellite launch schedule, with companies like China Satellite and China Satcom seeing notable stock movements [1][2] - The upcoming launch of the "Jili Constellation 04 Group" consisting of 11 satellites aims to provide high-precision positioning and satellite communication support for brands under Geely [2][3] - The GW constellation has increased its launch frequency, with intervals reduced to 3-5 days, indicating a rapid network deployment phase for China's satellite internet [2][4] Group 2 - The total market capitalization of the satellite navigation sector has reached 2.32 trillion yuan, reflecting strong investor interest [3] - Several companies, including Shuo Bei De and Jia Yuan Technology, have seen significant stock price increases, with some hitting the daily limit [3] - The construction and operation of the "Qianfan Constellation" is expected to accelerate, with plans for multiple rocket launches to support its development [3][5] Group 3 - Companies are increasing investments in satellite internet infrastructure, with Guangdian Jiliang planning to invest 344 million yuan in a quality assurance platform [5] - Zhenyou Technology is set to invest 709 million yuan in satellite internet communication product development, focusing on core network systems and satellite terminals [6] - The development of satellite internet technology is expected to create substantial demand, with projections indicating the global space economy could exceed one trillion dollars by 2040 [7]

Core Insights - eSIM technology is becoming a key enabler for the Internet of Things (IoT) and is expected to significantly enhance user experience by eliminating the need for physical SIM cards [1][2] - The eSIM market is projected to grow substantially, with an estimated 1 billion eSIM-enabled smartphones by the end of 2025 and 6.9 billion by 2030 [2] - The eSIM industry chain includes component manufacturers, operators, and application scenarios such as mobile devices, wearables, automotive electronics, and IoT terminals [3][5] Market Potential - eSIM technology allows for lighter and thinner consumer electronics as it does not require a physical card slot [1] - The demand for eSIM is driven by the increasing need for lightweight consumer electronics, wearables, and IoT roaming capabilities [1][2] - Jupiter Research forecasts that the number of IoT connections using eSIM technology will grow from 22 million in 2023 to 195 million by 2026 [2] Industry Collaboration - Companies like Unisoc, Quectel, and ThinkRace are actively involved in the eSIM industry, with Unisoc being the first in China to achieve global commercial use of eSIM [3][4] - Quectel has developed an end-to-end IoT eSIM solution that supports automatic connections in over 180 countries, enhancing operational efficiency and reducing costs [3] - ThinkRace provides a comprehensive solution for automotive connectivity, leveraging eSIM and 5G technologies to improve supply chain management and service quality for automotive enterprises [4][5] Business Model Development - The eSIM industry is witnessing collaborative efforts among various players to explore and refine business models, which is expected to accelerate the adoption of eSIM technology [5] - Companies are focusing on backend operational support for eSIM services, including remote configuration and security management [4][5]

Group 1 - The eSIM market is expected to continue expanding, with significant growth projected in both smartphone and IoT sectors [6][5] - Major US tariffs on chips and semiconductors announced by President Trump could impact the industry, with a potential 100% tariff on imports unless produced domestically [1] - The US stock market showed positive movement, with the Dow Jones up 0.18%, S&P 500 up 0.73%, and Nasdaq up 1.21% [1] Group 2 - eSIM concept stocks have seen a notable increase, with an average rise of 10.4% this week among 13 stocks in the eSIM industry chain [2] - Leading eSIM concept stocks include Cheng Tian Wei Ye, Si Te Qi, Dong Xin He Ping, and Xin Heng Hui, with Cheng Tian Wei Ye showing the highest increase of 30.47% [3][7] - The three major Chinese telecom operators have restarted eSIM services, with China Unicom leading the way in resuming operations [5] Group 3 - Companies in the eSIM sector are reporting strong performance, with several firms indicating significant growth in their earnings forecasts [7] - Mei Ge Intelligent expects a net profit of 70 million to 85 million yuan, representing a year-on-year growth of 109.07% to 153.87% [7] - Yi Yuan Communication anticipates a net profit of 463 million yuan, reflecting a year-on-year increase of 121.13% [7]