登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301213 证券简称：观想科技 公告编号：2025-044 四川观想科技股份有限公司 关于归还暂时补充流动资金的闲置募集资金的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 2025年8月21日 四川观想科技股份有限公司（以下简称"公司"）于2024年8月26日召开了第四届董事会第八次会议、第 四届监事会第七次会议，分别审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议案》，同 意公司使用部分闲置募集资金人民币5,000.00万元用于暂时补充流动资金。使用期限自董事会审议通过 之日起不超过12个月，期满后归还至募集资金专用账户。具体内容详见公司披露于巨潮资讯网 （http://www.cninfo.com.cn）的《关于使用部分闲置募集资金暂时补充流动资金的公告》（公告编号： 2024-043）。 截至2025年8月21日，公司已将用于暂时补充流动资金的5000万元闲置募集资金归还至募集资金专用账 户，本次用于暂时补充流动资金的闲置募集资金已全部归还完毕。此次归还的募集资金使用期限未超过 ...

观想科技8月21日报收67.75元，较前一交易日下跌1.43元，跌幅2.07%。当日成交额1.49亿元，换手率 4.23%，总市值54.20亿元。 公司公告显示，已于8月21日将用于暂时补充流动资金的5000万元闲置募集资金全部归还至募集资金专 用账户。该笔资金使用期限未超过12个月。 风险提示：股市有风险，投资需谨慎。 观想科技属于软件开发板块，主营业务为计算机软硬件研发、销售及技术服务。公司具备信创、机器人 概念、专精特新等概念属性。 ...

证券日报网讯 8月21日晚间，观想科技发布公告称，公司于2024年8月26日审议通过议案，使用部分闲 置募集资金人民币5，000.00万元用于暂时补充流动资金，使用期限不超过12个月。截至2025年8月21 日，公司已将用于暂时补充流动资金的5000万元闲置募集资金归还至募集资金专用账户，本次用于暂时 补充流动资金的闲置募集资金已全部归还完毕。此次归还的募集资金使用期限未超过12个月。 （编辑 李家琪） ...

特此公告。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 四川观想科技股份有限公司（以下简称"公司"）于 2024 年 8 月 26 日召开了第四届董事会第八次会议、第四届监事会第七次会议， 分别审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议 案》，同意公司使用部分闲置募集资金人民币 5,000.00 万元用于暂时 补充流动资金。使用期限自董事会审议通过之日起不超过 12 个月， 期满后归还至募集资金专用账户。具体内容详见公司披露于巨潮资讯 网（http://www.cninfo.com.cn）的《关于使用部分闲置募集资金暂时 补充流动资金的公告》（公告编号：2024-043）。 截至 2025 年 8 月 21 日，公司已将用于暂时补充流动资金的 5000 万元闲置募集资金归还至募集资金专用账户，本次用于暂时补充流动 资金的闲置募集资金已全部归还完毕。此次归还的募集资金使用期限 未超过 12 个月。 公司已及时将上述募集资金的归还情况告知了公司保荐机构及 保荐代表人。 证券代码：301213 证券简称：观想科技 公告编号：2025-044 四川观 ...

Group 1 - The core point of the article highlights the stock performance of Guanshang Technology, which closed at 68.67 yuan on August 19, experiencing a decline of 1.97 yuan from the previous trading day [1] - The stock reached a maximum of 71.00 yuan and a minimum of 68.51 yuan during the trading day, with a total fluctuation of 3.52% [1] - The trading volume for the day was 32,577 hands, resulting in a turnover rate of 6.30% [1] Group 2 - Guanshang Technology is a software development company focused on information technology services, registered in Sichuan, and involved in the Xinchuang industry and robotics technology research and development [1] - The company has been included in the list of specialized and innovative enterprises, indicating its recognition in the industry [1] - As of August 19, the total market capitalization of the company is 5.494 billion yuan, with a circulating market value of 3.551 billion yuan [1] Group 3 - On August 19, there was a net outflow of 17.55 million yuan from the main funds, accounting for 0.49% of the circulating market value [1] - Over the past five trading days, there has been a cumulative net inflow of 11.93 million yuan, representing 0.34% of the circulating market value [1] - The stock experienced a rapid decline of over 2% within five minutes around 9:30 AM on the same day [1]

Investment Rating - The report does not explicitly provide an investment rating for the commercial aerospace industry Core Insights - The commercial aerospace index increased by 0.75% in the week of July 28 to August 1, 2025, with a trading volume increase of 11.40% [2][23] - Significant advancements in satellite internet and rocket technology were highlighted, including the successful launch of the Long March 8A rocket and the successful flight of the Dual Curve No. 10 rocket [7][12] - The report emphasizes the growing importance of commercial aerospace in China, showcasing innovations that enhance launch capabilities and reduce costs [8][19] Summary by Sections 1. Industry Development Dynamics - The Long March 8A rocket successfully launched a group of low-orbit satellites on July 30, 2025, marking a significant achievement in China's commercial aerospace capabilities [7] - The Dual Curve No. 10 rocket successfully completed its mission on July 29, 2025, validating the performance of new products and the safety of the launch vehicle [12] - The YH-1000 unmanned transport aircraft completed a successful cargo verification flight in complex terrain in Chongqing, demonstrating its operational capabilities [14] - The Falcon 9 rocket successfully launched multiple Starlink satellites, showcasing the ongoing advancements in commercial satellite deployment [17] 2. Industry Financing Progress - Taihu Xingyun completed over 50 million RMB in Series A financing, which will accelerate its development in satellite technology and applications [19] - Tianyu Hangtong secured several hundred million RMB in financing to support the production and delivery of its unmanned aircraft systems [20] 3. Capital Market Performance - The commercial aerospace index reached a high of 14672.2 and a low of 14383.3 during the week, with 43.94% of companies in the industry seeing stock price increases [23][26] - Notable stock performers included Guanshang Technology, Aerospace Power, and Aileda, with weekly increases of 18.80%, 13.95%, and 13.22% respectively [23][26] 4. Industry Conference Preview - Upcoming conferences include the 21st Academic Annual Meeting on Deep Space Exploration Technology in July and the 42nd Academic Annual Meeting on Solid Rocket Propulsion in August [31]

Core Viewpoint - The military stocks experienced a significant surge, with multiple companies reaching their daily trading limits and notable percentage increases in their stock prices [1] Group 1: Stock Performance - Ruikeda reached a 20% limit up [1] - Guankuang Technology increased by over 13% [1] - Huapengfei rose by over 10% [1] - Zhanpeng Technology and Kain Co. both hit a 10% limit up [1] - Fengxing Co. approached the limit up [1] - Xiling Power, Zhenyou Technology, and Xinguang Optoelectronics all increased by over 8% [1] - Jihua Group rose by over 7% [1] - Guoyi Bidding, Tongyu Heavy Industry, and Shanhe Intelligent increased by over 6% [1] - Great Wall Military Industry, Lingyun Co., Pinggao Co., and Kesi Technology all rose by over 5% [1]

Group 1 - The A-share military industry information technology sector experienced a short-term surge, with Zhanpeng Technology hitting the daily limit [1] - Other companies such as Guankang Technology, Huaru Technology, China Marine Defense, Aerospace Hongtu, and Mengsheng Electronics also saw significant increases [1]

Investment Rating - The investment rating for the computer industry is "Positive" (maintained) [1] Core Views - The computer index increased by 2.12% during the week of July 14-18, 2025, while the CSI 300 index rose by 1.09% [4][15] - The signing of the stablecoin regulatory bill by President Trump marks the establishment of a regulatory framework for digital stablecoins in the U.S., indicating a shift towards compliance in the stablecoin market [5][11] - The implementation of the stablecoin ordinance in Hong Kong on August 1, 2025, will require licenses for issuing stablecoins, which is expected to accelerate the entry of traditional banks and fintech companies into the market [6][12] Summary by Sections Market Review - The CSI 300 index rose by 1.09% and the computer index increased by 2.12% during the week of July 14-18, 2025 [4][15] Industry Dynamics - The stablecoin market is expanding from cryptocurrency trading to broader payment applications, with significant growth in market size and trading activity [7][13] - The U.S. stablecoin regulatory framework and Hong Kong's licensing requirements are expected to create investment opportunities in the stablecoin and RWA (Real World Assets) markets [7][13][14] Company Updates - State Grid Information & Communication Co. reported a total revenue of 352.47 million yuan for the first half of 2025, a decrease of 4.55% year-on-year, while net profit attributable to shareholders fell by 10.82% [16] - Nova Star Cloud plans to invest up to 35 million yuan in a venture capital fund to optimize its strategic layout and long-term asset allocation [18] Notable Developments - Kimi K2 has topped the global open-source model rankings, showcasing the competitive edge of Chinese models in the AI space [26][27] - OpenAI announced the launch of the "ChatGPT Intelligent Agent" feature, allowing its AI chatbot to autonomously browse the web and conduct research [28]

Group 1 - Fumiao Technology signed a strategic cooperation agreement with New Hu Textile to advance technology development and market expansion in the textile dyeing industry [1] - Fumiao Technology's shareholder, Feixiang Chemical, transferred 6.1076 million shares at a price of 16.38 yuan per share, representing 5% of the company's total shares [1] - Huaitian Thermal Power was recommended as the owner of a 700,000 kW wind power project, aligning with local government policies for investment strategy [1][2] Group 2 - Beiyinmei's controlling shareholder applied for pre-restructuring due to liquidity issues, holding 1.33 billion shares, 98.85% of which are pledged or frozen [3] - *ST Songfa's subsidiary signed a contract for the construction of two LNG dual-fuel oil tankers, expected to positively impact future performance [4] - Hongming Technology terminated a major asset restructuring plan to acquire 83% of Shenzhen Chisu Automation Equipment due to failure to reach an agreement [18] Group 3 - Guoxiang Technology's controlling shareholder plans to transfer 4 million shares at a price of 44.14 yuan per share, representing 5% of the total shares [20] - Longpin Puzhi's controlling shareholder is set to change to Changjiang Guomao after transferring 72.239 million shares at 12.42 yuan per share, totaling 1.046 billion yuan [28] - Hanwujing adjusted its 2025 fundraising plan to raise up to 3.985 billion yuan for AI chip platform projects and working capital [31]