11月26日，科思科技跌5%，截至发稿，报59.05元/股，成交1.46亿元，换手率1.55%，总市值92.63亿 元。 资料显示，深圳市科思科技股份有限公司位于广东省深圳市南山区粤海街道高新区社区科苑南路3156号 深圳湾创新科技中心2栋A座2301、2302、2303、2304，成立日期2004年2月27日，上市日期2020年10月 22日，公司主营业务涉及军用电子信息装备及相关模块的研发、生产和销售。主营业务收入构成为：指 挥控制信息处理设备及系统62.33%，软件雷达信息处理设备及系统14.81%，智能无人设备及系统 8.13%，专用车辆改装业务7.10%，其他信息处理产品6.92%，其他0.71%。 从基金十大重仓股角度 数据显示，光大保德信基金旗下1只基金重仓科思科技。光大保德信诚鑫混合A（003115）三季度持有 股数3200股，占基金净值比例为1.05%，位居第五大重仓股。根据测算，今日浮亏损失约9952元。 光大保德信诚鑫混合A（003115）成立日期2016年12月15日，最新规模360.51万。今年以来收益 41.48%，同类排名1141/8134；近一年收益43.67%，同类排名103 ...

11月25日，科思科技涨5%，截至发稿，报64.00元/股，成交8130.84万元，换手率0.83%，总市值100.40 亿元。 数据显示，光大保德信基金旗下1只基金重仓科思科技。光大保德信诚鑫混合A（003115）三季度持有 股数3200股，占基金净值比例为1.05%，位居第五大重仓股。根据测算，今日浮盈赚取约9760元。 光大保德信诚鑫混合A（003115）成立日期2016年12月15日，最新规模360.51万。今年以来收益 39.8%，同类排名1066/8136；近一年收益44.2%，同类排名840/8058；成立以来收益93.94%。 光大保德信诚鑫混合A（003115）基金经理为朱剑涛。 截至发稿，朱剑涛累计任职时间1年204天，现任基金资产总规模18.51亿元，任职期间最佳基金回报 41.22%， 任职期间最差基金回报5.87%。 资料显示，深圳市科思科技股份有限公司位于广东省深圳市南山区粤海街道高新区社区科苑南路3156号 深圳湾创新科技中心2栋A座2301、2302、2303、2304，成立日期2004年2月27日，上市日期2020年10月 22日，公司主营业务涉及军用电子信息装备及相关模块的 ...

Core Viewpoint - Kosi Technology's stock price has experienced significant fluctuations, with a year-to-date increase of 205% but a recent decline in the last five trading days [1][2]. Company Overview - Kosi Technology, established on February 27, 2004, and listed on October 22, 2020, is located in Shenzhen, Guangdong Province. The company specializes in the research, development, production, and sales of military electronic information equipment and related modules [2]. - The company's revenue composition includes: 62.33% from command and control information processing equipment and systems, 14.81% from software radar information processing equipment and systems, 8.13% from intelligent unmanned devices and systems, 7.10% from specialized vehicle modification business, 6.92% from other information processing products, and 0.71% from other sources [2]. Financial Performance - For the period from January to September 2025, Kosi Technology achieved operating revenue of 221 million yuan, representing a year-on-year growth of 17.81%. However, the net profit attributable to the parent company was -188 million yuan, showing a year-on-year increase of 1.93% [2]. - The company has distributed a total of 136 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, 2025, Kosi Technology had 11,500 shareholders, an increase of 49.81% from the previous period. The average number of circulating shares per shareholder decreased by 33.33% to 13,697 shares [2]. - Notable new shareholders include China Europe High-end Equipment Stock Initiation A (016847) as the third-largest circulating shareholder with 1.7 million shares, and Hong Kong Central Clearing Limited as the fourth-largest with 1.35 million shares [3].

Group 1 - The core viewpoint of the news is that Kosi Technology's stock has experienced significant fluctuations, with a year-to-date increase of 206.97% but a recent decline in the last five trading days by 4.10% [1] - As of November 13, Kosi Technology's stock price is 65.47 yuan per share, with a total market capitalization of 10.271 billion yuan [1] - The company has seen a net outflow of main funds amounting to 231,200 yuan, with large orders buying 26.02% and selling 23.19% of the total [1] Group 2 - Kosi Technology, established on February 27, 2004, specializes in the research, production, and sales of military electronic information equipment and related modules [2] - The company's main business revenue composition includes command control information processing equipment and systems (62.33%), software radar information processing equipment and systems (14.81%), and intelligent unmanned devices and systems (8.13%) [2] - As of September 30, 2025, Kosi Technology reported a revenue of 221 million yuan, a year-on-year increase of 17.81%, while the net profit attributable to the parent company was -188 million yuan, a year-on-year increase of 1.93% [2] Group 3 - Kosi Technology has distributed a total of 136 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include new entrants such as China Europe High-end Equipment Stock Initiation A and Hong Kong Central Clearing Limited [3]

Group 1 - The core point of the news is that Kosi Technology's stock price has dropped by 5.04%, currently trading at 64.00 CNY per share, with a total market capitalization of 10.04 billion CNY [1] - Kosi Technology, established on February 27, 2004, specializes in the research, production, and sales of military electronic information equipment and related modules [1] - The company's main business revenue breakdown includes: 62.33% from command and control information processing equipment and systems, 14.81% from software radar information processing equipment and systems, 8.13% from intelligent unmanned devices and systems, 7.10% from specialized vehicle modification business, 6.92% from other information processing products, and 0.71% from other sources [1] Group 2 - According to data from the top ten holdings of funds, Everbright Pramerica Fund holds Kosi Technology shares, with 3,200 shares representing 1.05% of the fund's net value, ranking as the fifth-largest holding [2] - The Everbright Pramerica Chengxin Mixed A Fund (003115) has a total scale of 3.6051 million CNY and has achieved a return of 45.99% year-to-date, ranking 1354 out of 8147 in its category [2] - The fund has a one-year return of 46.2%, ranking 814 out of 8056, and a cumulative return since inception of 102.52% [2] Group 3 - The fund manager of Everbright Pramerica Chengxin Mixed A is Zhu Jiantao, who has been in the position for 1 year and 190 days [3] - Under Zhu Jiantao's management, the fund's total asset scale is 1.851 billion CNY, with the best return during his tenure being 49.59% and the worst return being 6.92% [3]

Group 1 - The core point of the news is that Kosi Technology's stock price dropped by 5.16% to 60.08 CNY per share, with a trading volume of 178 million CNY and a turnover rate of 1.85%, resulting in a total market capitalization of 9.425 billion CNY [1] - Kosi Technology, established on February 27, 2004, and listed on October 22, 2020, specializes in the research, production, and sales of military electronic information equipment and related modules [1] - The company's main business revenue composition includes: command and control information processing equipment and systems (62.33%), software radar information processing equipment and systems (14.81%), intelligent unmanned devices and systems (8.13%), specialized vehicle modification business (7.10%), other information processing products (6.92%), and others (0.71%) [1] Group 2 - Among Kosi Technology's top ten circulating shareholders, Changxin Fund has a fund that entered the list, holding 1.1899 million shares, accounting for 0.76% of circulating shares, with an estimated floating loss of approximately 3.8908 million CNY [2] - The Changxin National Defense and Military Industry Quantitative Mixed A Fund (002983) was established on January 5, 2017, with a latest scale of 757 million CNY, and has achieved a year-to-date return of 27.65% [2] - The fund's one-year return is 34.04%, ranking 2290 out of 8095 in its category, and since its inception, it has achieved a return of 65.85% [2]

Core Insights - Kosi Technology's stock price increased by 2.03% on October 16, reaching 61.44 CNY per share, with a market capitalization of 9.638 billion CNY [1] - The company has seen a year-to-date stock price increase of 188.07%, with a 9.21% rise over the last five trading days [1] Financial Performance - For the first half of 2025, Kosi Technology reported revenue of 154 million CNY, a year-on-year growth of 40.54%, while the net profit attributable to shareholders was -109 million CNY, reflecting a 22.23% increase [2] - The company has distributed a total of 136 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of June 30, 2025, Kosi Technology had 7,645 shareholders, an increase of 30.02% from the previous period, with an average of 20,546 circulating shares per shareholder, up 14.24% [2] - The top ten circulating shareholders include new entrant Changxin National Defense Military Industry Quantitative Mixed A, holding 1.1899 million shares [3]

Group 1 - The core viewpoint of the news is that Kosi Technology's stock has experienced significant fluctuations, with a year-to-date increase of 176.73% but a recent decline in the last 20 days by 27.36% [1] - As of September 12, Kosi Technology's stock price was 59.02 CNY per share, with a total market capitalization of 9.259 billion CNY [1] - The company has seen a net outflow of 3.9363 million CNY in principal funds, with large orders showing a buy of 35.884 million CNY and a sell of 40.6006 million CNY [1] Group 2 - Kosi Technology, established on February 27, 2004, specializes in the research, production, and sales of military electronic information equipment and related modules [2] - The company's main business revenue composition includes command and control information processing equipment and systems (62.33%), software radar information processing equipment and systems (14.81%), and intelligent unmanned devices and systems (8.13%) [2] - As of June 30, 2025, Kosi Technology reported a revenue of 154 million CNY, a year-on-year increase of 40.54%, while the net profit attributable to the parent company was -109 million CNY, a year-on-year increase of 22.23% [2] Group 3 - Kosi Technology has distributed a total of 136 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] - As of June 30, 2025, the number of shareholders increased by 30.02% to 7,645, with an average of 20,546 circulating shares per person, an increase of 14.24% [2][3] - Among the top ten circulating shareholders, Changxin National Defense and Military Industry Quantitative Mixed A is the fifth largest shareholder, holding 1.1899 million shares as a new shareholder [3]

Group 1 - The core viewpoint of the news is that Kosi Technology has shown significant stock price fluctuations and financial performance, with a notable increase in stock price year-to-date and recent declines in the short term [1][2]. - As of September 8, Kosi Technology's stock price increased by 2.01% to 60.98 CNY per share, with a total market capitalization of 9.566 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 185.92%, but has seen declines of 14.61% over the past five trading days and 18.91% over the past 20 days [1]. Group 2 - Kosi Technology, established on February 27, 2004, specializes in the research, production, and sales of military electronic information equipment and related modules, with a listing date of October 22, 2020 [2]. - The company's main business revenue composition includes: command control information processing equipment and systems (62.33%), software radar information processing equipment and systems (14.81%), intelligent unmanned devices and systems (8.13%), specialized vehicle modification business (7.10%), and other information processing products (6.92%) [2]. - As of June 30, 2025, Kosi Technology reported a revenue of 154 million CNY, a year-on-year increase of 40.54%, while the net profit attributable to shareholders was -109 million CNY, a year-on-year increase of 22.23% [2]. Group 3 - Kosi Technology has distributed a total of 136 million CNY in dividends since its A-share listing, with no dividends distributed in the past three years [3]. - As of June 30, 2025, the number of shareholders increased by 30.02% to 7,645, with an average of 20,546 circulating shares per person, an increase of 14.24% [2][3]. - Notable changes in institutional holdings include the entry of Changxin National Defense Military Industry Quantitative Mixed A as the fifth largest circulating shareholder, holding 1.1899 million shares, while several funds exited the top ten circulating shareholders [3].

Core Viewpoint - Kosi Technology (688788) announced a share buyback of 1 million shares for 49.2266 million yuan, representing 0.64% of its total share capital, aimed at capital reduction and employee stock incentive plans [1] Group 1: Financial Performance - In the first half of the year, Kosi Technology reported a 40.54% year-on-year increase in operating revenue, a 29.21% increase in total profit, a 22.23% increase in net profit attributable to shareholders, and a 19.19% increase in net profit after deducting non-recurring gains and losses [1][2] - The company maintained high R&D investment, with R&D expenses totaling 131 million yuan, accounting for 84.88% of operating revenue, and R&D personnel making up 54.99% of the total workforce [2] Group 2: Technological Development - Kosi Technology is focusing on core technology R&D in the intelligent unmanned systems sector, developing a comprehensive technology system covering "perception-decision-control-evaluation" [2] - The company has optimized its self-developed lightweight large language model for task understanding and human-machine interaction, achieving engineering applications in various unmanned equipment [2] - In the area of cluster intelligence, the intelligent command system has made breakthroughs in cross-domain collaboration technologies, enabling efficient linkage among aerial, ground, edge nodes, and command terminals [2] Group 3: Future Strategy - Kosi Technology plans to enhance its first-mover advantage in the intelligent unmanned field by following a development path of "core component autonomy + system integration intelligence + scene landing scale" [3] - The company aims to continuously improve product technology and quality, diversify product offerings, and expand market applications to meet customer needs and strengthen its position in the electronic information sector [3]