中国版军工Palantir

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开盘跌停,实控人被留置前两月卸任要职
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-20 06:38
记者丨李益文 编辑丨叶映橙 8月20日,被誉为"中国版军工Palantir"的科思科技(688788.SH)开盘即跌停,截至14时11分,科思科技 报76.92元/股,跌幅超13%。 消息面上,昨日晚间,科思科技发布公告称,公司近日接到实际控制人、董事刘建德家属告知,刘建德 收到国家某监察委员会出具的《留置通知书》和《立案通知书》,被实施留置和立案调查,暂不能履行 董事相关职责。 公开资料显示,刘建德生于1976年生,长期从事军用电子信息装备的研发及相关管理工作,2024年从科 思科技获得的税前报酬总额为80.12万元。截至4月底,刘建德直接持有科思科技4011万股,占公司总股 本比例37.93%,为公司实际控制人。 科思科技成立于2004年2月27日,从事电子信息装备的研究、开发、制造和销售,拥有芯片、设备、系 统等电子信息装备产品研制能力。于2020年10月登陆科创板。今年以来,因科思科技在战略上类似于 Palantir和Anduril的复合体,而被誉为"中国版军工Palantir"。 不过,目前科思科技业绩并不理想。财报显示,2024年公司营收2.35亿元,同比下滑0.39%;归母净利 润亏损2.68亿 ...
开盘跌停,实控人被留置前两月卸任要职
21世纪经济报道· 2025-08-20 06:35
Core Viewpoint - Kesi Technology (688788.SH), referred to as "China's version of military industry Palantir," experienced a significant stock drop of over 13% following the announcement of its actual controller, Liu Jiande, being placed under investigation by a national supervisory committee [1][2][3]. Company Overview - Kesi Technology was established on February 27, 2004, and specializes in the research, development, manufacturing, and sales of electronic information equipment, including chips, devices, and systems [4]. - The company went public on the STAR Market in October 2020 and has been compared to Palantir and Anduril due to its strategic positioning in the military technology sector [4]. Management Changes - Liu Jiande, who has been a key figure in the company, resigned as General Manager two months prior to the investigation, citing "operational development needs and personal work arrangements" [3][4]. - Following the recent board election in July, Liu Jiande was not re-elected as Chairman, marking a significant shift in the company's leadership structure [3][4]. Financial Performance - Kesi Technology reported a revenue of 235 million yuan for 2024, a slight decline of 0.39% year-on-year, and a net loss of 268 million yuan, representing a 31.94% drop compared to the previous year, marking the third consecutive year of losses [5]. - In Q1 2025, the company achieved a revenue of 21 million yuan, a substantial increase of 45.24% year-on-year, but still reported a net loss of 58 million yuan, a 9% decline from the previous year [5]. Operational Impact - The company stated that the decline in performance was due to adjustments in final customer demand and challenges in market expansion [5]. - In April 2024, Kesi Technology disclosed that some of its bank accounts were frozen due to disputes related to contracts with Zhonghang Bit and Dixin Technology, although some accounts were unfrozen by July [5].