深圳市博硕科技股份有限公司投资者关系活动记录表 | 投资者关系活动 √特定对象调研 | □ 分析师会议 | | --- | --- | | 类别 媒体采访 □ | □业绩说明会 | | □ 新闻发布会 | 路演活动 □ | | □ 现场参观 | | | □ 其他 | （请文字说明其他活动内容） | | 参与单位名称及 | 招商证券资产管理有限公司 吴彤 | | 人员姓名 国金电子 | 周焕博 | | 华创电子 | 姚德昌 | | 鹏华基金 | 萧嘉倩 | | 天风证券 | 包恒星 | | 山西证券 | 田发祥 | | 时间 2025 年 8 月 | 26 日 (周二) 下午 15:30~17:00 | | 地点 公司办公室 | | | 上市公司接待人 | 1、董事、董事会秘书兼副总经理 王琳 | | 员姓名 2、投融资总监 | 王尚令 | | 3、证券事务代表 1、博硕科技 | 洪秀玉 2025 年上半年度业绩情况及驱动因素？ | | 2025 | 年上半年，公司实现营业收入 59,068.17 万元，同比 | | 增长 | 9.03%，归属于上市公司股东的净利润 9,752.03 万元，同 | | 比增长 ...

Core Viewpoint - ST Te Xin (000070.SZ) has announced that it will apply to the Shenzhen Stock Exchange to lift the risk warning on its stock after rectifying issues related to an administrative penalty and adequately provisioning for investor claims [2][6]. Financial Reporting and Penalties - The company has restated its financial reports for the relevant years due to administrative penalties related to financial fraud, which resulted in a cumulative profit inflation of 149 million yuan over five years [3][5]. - Following the fraud incident, the company was designated as "ST Te Xin," leading to a 70% drop in market value as the stock faced nine consecutive trading halts [5]. - The Shenzhen Securities Regulatory Bureau imposed a fine of 8 million yuan on the company and fines ranging from 1 million to 4 million yuan on several former executives, with some facing market bans of up to 10 years [5][6]. Performance and Recovery Efforts - In 2024, the company reported revenues of 4.409 billion yuan, a year-on-year decline of 10.69%, and a net loss of 403 million yuan, a decrease of 47.74% [6]. - Despite the overall decline, the cable segment achieved revenues of 2.931 billion yuan, a year-on-year increase of 6.25%, indicating competitive strength [6]. - The company plans to focus on AI computing power, low-altitude economy drones, and military information technology in its future development strategy [6]. Challenges Ahead - The company faces challenges in rebuilding investor trust, which requires time and consistent, transparent information disclosure [7]. - Increasing industry competition necessitates a transformation in business structure and improvement in profitability [7].