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]

Group 1 - Guanshang Technology (301213) established Sichuan Guanshang Zhijian Technology Co., Ltd. with a 51% stake on August 11, focusing on smart construction technology in the "AI + construction" sector [1] - The new company will engage in research and development, production, and engineering services related to smart IoT and LED products, including industrial robot manufacturing and AI application software development [1] - The rapid evolution of the digital economy and information technology has highlighted the potential of "AI +" to transform production and lifestyle, making it a strategic industry in China [1] Group 2 - Guanshang Technology specializes in military software for defense equipment informationization and has been transitioning towards smart equipment and AI, establishing a four-pillar technology framework [2] - The company has successfully expanded into the civilian sector, leveraging its military experience and technology, and the establishment of Guanshang Zhijian represents a significant move into the "AI + major infrastructure" business [2] - The focus on digital technology will enhance the transformation of the construction industry, promoting the development of smart construction sites and solidifying the company's "AI +" business foundation [2]

Core Insights - The total salary of CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest-paid CFO in the military electronics sector is Wu Mingxing from Guoketiancheng, earning 1.7382 million yuan, which is 2.7 times the industry average [2] - The military electronics sector saw an average salary increase of 4.36% year-on-year, with the lowest-paid CFO earning 308,000 yuan [2] Industry Overview - The total salary for CFOs in the military electronics industry amounted to 33.2537 million yuan, with an average salary of 652,000 yuan [2] - The majority of CFOs in this sector hold bachelor's and master's degrees, each accounting for 45.1%, while only 1 individual holds a doctorate [2] - The average age of CFOs in the military electronics industry is over 40, with the youngest being 33 years old [2] Salary Changes - The CFO of Aopu Optoelectronics, Xu Aimin, experienced the highest salary increase, with a 67.6% rise to 727,600 yuan [2] - The CFO of Shaanxi Huada, Gao Wei, saw the largest salary decrease, dropping 36.3% to 795,300 yuan [2] - The CFO of Beidouxingtong, Zhang Zhichao, had a slight salary decrease of 4.2%, earning 900,100 yuan [2] Company Performance - Beidouxingtong reported a significant revenue decline of 63.3% in 2024, with revenues of 1.498 billion yuan and a net loss of 350 million yuan [2] - Shenglu Communication faced the largest net profit decline of 1530.4%, with a net loss of 749 million yuan and revenues of 1.082 billion yuan [3] Regulatory Actions - Four CFOs in the military electronics industry faced administrative penalties in 2024, including warnings from regulatory bodies [3][4] - The CFO of Xice Testing, Wang Ying, received a warning just under a year into his tenure, earning 555,000 yuan in 2024 [3] - The CFO of Aerospace Development, Wang Qiang, faced regulatory discussions and earned 581,200 yuan, a decrease of 17.74% from the previous year [4]

Market Overview - On August 6, the Shanghai Composite Index rose by 0.45%, with the total margin trading balance reaching 2009.41 billion yuan, an increase of 9.155 billion yuan compared to the previous trading day [1] - The margin trading balance in the Shanghai market was 1023.066 billion yuan, up by 3.839 billion yuan; in the Shenzhen market, it was 979.971 billion yuan, up by 5.161 billion yuan; and in the Beijing Stock Exchange, it was 6.377 billion yuan, up by 0.155 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 21 industries saw an increase in margin trading balances, with the mechanical equipment industry leading with an increase of 2.043 billion yuan, followed by the electronics and defense industries with increases of 1.395 billion yuan and 1.338 billion yuan, respectively [1] Stock Performance - A total of 2104 stocks experienced an increase in margin trading balances, accounting for 56.70% of the total, with 523 stocks seeing an increase of over 5% [1] - Tianming Technology had the largest increase in margin trading balance, reaching 16.6608 million yuan, a rise of 111.76% from the previous trading day, and its stock price increased by 5.09% [1] - Other notable stocks with significant increases in margin trading balances included Yuanhang Precision and LIGONG Navigation, with increases of 86.49% and 65.40%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest increases in margin trading balances, the average increase in stock prices was 6.11%, with Huami New Materials, Riyue Ming, and Yuanhang Precision leading with increases of 29.96%, 19.99%, and 11.99%, respectively [2] - Conversely, stocks with the largest declines in margin trading balances included Baolijie, with a decrease of 34.99%, followed by Feng'an Co. and Anke Innovation, with declines of 33.76% and 25.58%, respectively [4][5]

Group 1 - The defense and military industry concept opened high but closed low, indicating volatility in the sector [1] - Hengyu Xintong experienced a decline of over 10%, reflecting significant downward pressure on the stock [1] - Other companies such as Aileida, JianShe Industrial, Beifang Changlong, and Guanshang Technology also saw declines of over 5%, suggesting a broader trend of negative performance in the industry [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]

金融界消息 截至2025年8月5日收盘，观想科技（301213）报收于74.3元，上涨4.08%，换手率18.75%， 成交量9.70万手，成交金额7.23亿元。 天眼查商业履历信息显示，四川观想科技股份有限公司，成立于2009年，位于成都市，是一家以从事软 件和信息技术服务业为主的企业。企业注册资本7999.9999万人民币，实缴资本7999.9999万人民币。公 司法定代表人为魏强。 通过天眼查大数据分析，四川观想科技股份有限公司共对外投资了14家企业，参与招投标项目134次， 知识产权方面有商标信息2条，专利信息126条，此外企业还拥有行政许可20个。 来源：金融界 资金流向方面，今日主力资金净流入3666.12万元，占比成交额5.07%。其中，超大单净流入1681.83万 元、占成交额2.32%，大单净流入1984.29万元、占成交额2.74%，中单净流出流出3496.67万元、占成交 额4.83%，小单净流出169.45万元、占成交额0.23%。 观想科技最新一期业绩显示，截至2025一季报，公司营业总收入1733.74万元、同比增长15.50%，归属 净利润113.45万元，同比增长25.23%， ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301213 | 观想科技 | 67.99 | 12.75% | 10.49万 | | 7.01亿 | | 688788 | 科思科技 | 60.61 | 8.37% | 8.81万 | | 5.15亿 | | 688011 | 新光光电 | 43.21 | 7.01% | 9.76万 | | 4.18亿 | | 301302 | 华如科技 | 26.10 | 4.48% | 1 11.47万 | | 2.96亿 | | 688132 | 邦彦技术 | 20.46 | 4.39% | 5.36万 | | 1.08亿 | | 688776 | 国光电气 | 89.72 | 4.33% | 4.68万 | | 4.15 Z | | 301592 | 六九一二 | 168.00 | 4.11% | 3.76万 | | 6.26亿 | | 688081 | 六图新科 | 22.05 | 3.13% | 3.59万 | | 7881.50万 ...