国联民生证券承销保荐有限公司 关于珠海科瑞思科技股份有限公司调整部分募集资金 投资项目内部投资结构的核查意见 国联民生证券承销保荐有限公司（以下简称"保荐机构"）作为珠海科瑞思 科技股份有限公司（以下简称"公司"或"科瑞思"）首次公开发行股票并在创 业板上市的持续督导保荐机构，根据《证券发行上市保荐业务管理办法》《深圳 证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》及《深 圳证券交易所创业板股票上市规则》等有关规定，对珠海科瑞思科技股份有限公 司调整部分募集资金投资项目内部投资结构的事项进行核查，具体情况如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 经中国证券监督管理委员会《关于同意珠海科瑞思科技股份有限公司首次公 开发行股票注册的批复》（证监许可〔2023〕417 号）同意注册，公司首次公开 发行人民币普通股（A 股）股票 1,062.50 万股，每股面值为人民币 1.00 元，发 行价格为 63.78 元/股，可募集资金总额为 67,766.25 万元，扣除发行费用后，公 司本次募集资金净额为 59,923.90 万元。公司募集资金已于 2023 年 3 月 2 ...

证券代码：301314 证券简称：科瑞思 公告编号：2025-027 珠海科瑞思科技股份有限公司 珠海科瑞思科技股份有限公司 2025 年第三季度报告 一、主要财务数据 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 2025 年第三季度报告 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。 重要内容提示： □是 否 1 珠海科瑞思科技股份有限公司 2025 年第三季度报告 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入（元） | 43,784,994.83 | -2.83 ...

Group 1 - Small-cap stocks exhibit higher volatility and activity compared to large-cap stocks, making them more likely to become market leaders [1] - As of October 24, there are 955 stocks with a circulating market value below 3 billion yuan, and 380 stocks with a circulating market value below 2 billion yuan [1] - A total of 1,681 stocks have a total market value below 5 billion yuan, with 542 stocks having a total market value below 3 billion yuan [1] Group 2 - The three stocks with the smallest circulating market values are *ST Yuan Cheng at 326 million yuan, *ST Gao Hong at 430 million yuan, and Kuntai Co., Ltd. at 661 million yuan [1] - The three stocks with the smallest total market values are also *ST Yuan Cheng at 326 million yuan, *ST Gao Hong at 440 million yuan, and *ST Su Wu at 754 million yuan [1] - A detailed list of stocks with circulating market values below 2 billion yuan includes various sectors such as construction decoration, communication, automotive, and more [1][2]

Investment Rating - The report suggests to continue focusing on investment opportunities within the communication industry [2] Core Insights - The communication industry showed steady revenue growth and accelerated profitability in H1 2025, with total revenue reaching 1785.003 billion yuan, a year-on-year increase of 10.07%, and net profit attributable to shareholders at 160.432 billion yuan, up 11.26% year-on-year [4][7] - The AI computing industry chain is expected to continue accelerating its development in 2025, benefiting the communication industry [17][19] Summary by Sections H1 2025 Performance Overview - The communication industry achieved a total revenue of 1785.003 billion yuan in H1 2025, with a year-on-year growth of 10.07%, and a net profit of 160.432 billion yuan, reflecting an 11.26% increase [4][7] Segment Performance Changes - In H1 2025, the optical module and device segment reported revenue of 47.988 billion yuan, a year-on-year increase of 64.88%, and net profit of 10.876 billion yuan, up 111.99% [25] - The communication PCB segment achieved revenue of 57.249 billion yuan, a year-on-year increase of 37.66%, and net profit of 8.058 billion yuan, up 80.79% [31] - The network equipment segment generated revenue of 507.111 billion yuan, a year-on-year increase of 28.86%, with net profit of 19.184 billion yuan, up 19.57% [37] AI Industry Chain Investment - Major overseas cloud companies are expected to maintain optimistic growth in capital expenditures, with a total of 95 billion USD in Q2 2025, reflecting an 82.96% year-on-year increase [17] - Companies like Oracle and Nvidia are showing strong growth prospects in their AI-related businesses, with Oracle's unfulfilled revenue reaching 455 billion USD, a year-on-year increase of 359% [22][19]

关于子公司提起诉讼的进展公告 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。 重要内容提示： 1、上市公司所处的当事人地位：珠海科瑞思科技股份有限公司（以下简称 "公司"）全资子公司珠海市恒诺科技有限公司（以下简称"恒诺科技"）为原 告； 2、两起行政诉讼案件所处阶段：前期恒诺科技就国家知识产权局宣告的两 项专利无效决定向北京知识产权法院分别提起行政诉讼，北京知识产权法院经分 别审理维持了国家知识产权局做出的无效决定；公司就上述判决向中华人民共和 国最高人民法院提起上诉，最高人民法院经审理对两案件均驳回上诉、维持了北 京知识产权法院做出的无效判决；本判决为终审判决； 3、对上市公司的影响：本次判决不影响公司本期利润或期后利润，未对公 司核心竞争力及正常生产经营产生重大影响。 证券代码：301314 证券简称：科瑞思 公告编号：2025-024 珠海科瑞思科技股份有限公司 一、案件基本情况 公司全资子公司恒诺科技于 2023 年 6 月 29 日向广州知识产权法院分别提交 了以中山展晖电子设备有限公司、广东美信科技股份有限公司为被告的两份《民 事起诉状》，分别请 ...

Core Insights - The communication equipment sector experienced a rise of 0.54% on October 9, with GuoDun Quantum leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Summary by Category Stock Performance - GuoDun Quantum (688027) closed at 398.79, with a significant increase of 13.62% and a trading volume of 64,800 shares, amounting to a transaction value of 2.581 billion [1] - Guanghe Tong (300638) saw a rise of 10.77%, closing at 33.64 with a trading volume of 926,600 shares, totaling 3.101 billion [1] - Other notable performers included: - Shijia Technology (002796) up 9.99% at 21.46 [1] - Yongding Co. (600105) up 9.99% at 13.98 [1] - ZTE Corporation (000063) up 9.51% at 49.98 with a trading volume of 4,508,700 shares, totaling 22.121 billion [1] Market Trends - The overall communication equipment sector saw a net outflow of 804 million from institutional funds, while retail investors contributed a net inflow of 1.257 billion [2] - The sector's performance indicates a mixed sentiment among different types of investors, with retail investors showing confidence despite institutional outflows [2]

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。 为进一步加强与投资者的互动交流，珠海科瑞思科技股份有限公司（以下简 称"公司"）将参加由广东证监局、广东上市公司协会联合举办的"2025 广东辖 区上市公司投资者网上集体接待日活动"，现将相关事项公告如下： 证券代码：301314 证券简称：科瑞思 公告编号：2025-023 珠海科瑞思科技股份有限公司 关于参加 2025 广东辖区上市公司 投资者网上集体接待日活动的公告 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五）15:30-17:00。 届时公司高级管理人员将在线就公司业绩、公司治理、发展战略、经营状况 等投资者关心的问题与投资者进行沟通与交流，公司将在本次活动中对投资者普 遍关注的问题进行回答，欢迎广大投资者踊跃参与。 特此公告。 珠海科瑞思科技股份有限公司董事会 2025 年 9 月 15 日 ...

Group 1 - The report indicates that Minsheng Securities has effectively reviewed the information disclosure documents of Zhuhai Keres Technology Co., Ltd. with no instances of delayed reviews [1] - The company has established and effectively implemented regulations to prevent related party transactions and manage raised funds [1] - There was one instance of checking the company's raised funds special account, confirming that the project progress aligns with the disclosed information [1] Group 2 - The report states that there were no significant issues identified during the review process, and no measures were required to address any problems [1] - The company and its shareholders have fulfilled their commitments without any reasons for non-compliance [1] - A training session on the management of raised funds and relevant regulations is scheduled for March 21, 2025 [1]

民生证券股份有限公司 关于珠海科瑞思科技股份有限公司 2025年半年度持续督导跟踪报告 | 保荐机构名称：民生证券股份有限公司 | 被保荐公司简称：科瑞思 | | --- | --- | | 保荐代表人姓名：秦亚中 | 联系电话：0755-22662000 | | 保荐代表人姓名：李秘 | 联系电话：0755-22662000 | （本页无正文，为《民生证券股份有限公司关于珠海科瑞思科技股份有限公司 2025 年半年度持续督导跟踪报告》之签章页） 保荐代表人： 一、保荐工作概述 | 1.公司信息披露审阅情况 | | | --- | --- | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 次 0 | | 2．督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不限于防止关 | | | 联方占用公司资源的制度、募集资金管理制度、内控制度、内部 | 是 | | 审计制度、关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | ...

Core Viewpoint - The recent financial report of Korys (301314) indicates a mixed performance with a revenue increase but a significant decline in net profit, highlighting rising operational costs and challenges in profitability [1]. Financial Performance - Total revenue for the first half of 2025 reached 84.665 million yuan, a year-on-year increase of 6.11% compared to 79.791 million yuan in 2024 [1]. - Net profit attributable to shareholders was 6.1108 million yuan, down 46.4% from 11.4014 million yuan in the previous year [1]. - The second quarter showed a revenue of 49.0367 million yuan, up 10.86% year-on-year, with a slight net profit increase of 0.62% [1]. Cost Structure - The total of financial, sales, and management expenses increased significantly, accounting for 12.41% of total revenue, which is an 82.17% increase year-on-year [1]. - The gross margin was 23.82%, a decrease of 0.53% compared to the previous year, while the net margin fell sharply to 7.71%, down 49.65% [1]. Key Financial Ratios - Return on Invested Capital (ROIC) for the previous year was 0.49%, indicating weak capital returns, with a historical median ROIC of 29.99% since the company went public [1]. - The company’s earnings per share (EPS) dropped to 0.11 yuan, a decrease of 47.62% from 0.21 yuan [1]. - Operating cash flow per share fell dramatically by 91.65% to 0.03 yuan [1]. Debt and Asset Management - The company maintains a healthy cash asset position, with cash and cash equivalents reported at 93.5902 million yuan, a decrease of 70.17% from the previous year [2]. - Accounts receivable reached 92.1148 million yuan, down 5.79% year-on-year, but the accounts receivable to profit ratio is concerning at 514.66% [3]. Business Model - The company’s performance is primarily driven by research and development, necessitating a thorough examination of the underlying factors supporting this growth model [2].