半年报还显示，上半年公司业绩向好，主要是受最终客户需求和计划影响，公司指挥控制信息处理设备 及系统、软件雷达信息处理设备及系统订单交付均同比上升。一直以来，科思科技持续保持高研发投 入。数据显示，今年上半年，公司研发费用合计1.31亿元，占营业收入的比例高达84.88%，研发人员总 数达到369人，占公司总人数的比例达54.99%。 据了解，科思科技在智能无人系统领域持续加大核心技术研发投入，围绕大语言模型、智能计算平台、 无线自组网与集群协同控制等方向系统布局，形成覆盖"感知-决策-控制-评估"全链条的技术体系，构建 行业领先水平的技术护城河。在人工智能方向，自研轻量化大语言模型深度优化任务理解与人机交互， 已在多类无人装备中实现工程化应用。在集群智能方面，智能指挥系统突破跨域协同关键技术，实现空 中、地面、边缘节点与指挥终端的高效联动，支持多任务、多平台、多层级的信息融合与行动协同，打 通全链路数据闭环。 中证报中证网讯(王珞)9月4日，科思科技(688788)发布公告称，公司使用资金4922.66万元以集中竞价交 易方式回购公司股份100万股，占公司总股本的比例为0.64%，此次回购股份将用于注销并减少 ...

Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on enhancing operational quality and strategic business alignment, resulting in significant revenue growth and improved financial performance in the first half of 2025. Group 1: Business Performance - In the first half of 2025, the company achieved operating revenue of 154.46 million yuan, a year-on-year increase of 40.54% [1] - The net profit attributable to shareholders was -108.72 million yuan, reflecting a year-on-year improvement of 22.23% [1] Group 2: Strategic Focus and Innovation - The company has strengthened its core business and optimized its product structure, responding to industry trends and customer needs [2] - The company has developed key products such as intelligent wireless radio baseband processing chips and RF transceiver chips, enhancing its technological capabilities [2][6] - The integration of AI technologies into the company's intelligent command systems has created a closed-loop system for perception, decision-making, execution, and evaluation [2] Group 3: Project Implementation - The company has optimized the investment structure of its fundraising projects, focusing on enhancing R&D capabilities while controlling fixed asset investments [3] - The electronic information equipment production base project has made significant progress, with the company’s subsidiary winning the land use rights for a construction site [4] Group 4: Financial Management - The company has improved its accounts receivable management, resulting in cash collections of 136.50 million yuan, a year-on-year increase of 4.21% [5] - R&D expenses for the first half of 2025 amounted to 131.11 million yuan, accounting for 84.88% of operating revenue, despite a 5.04% decrease compared to the previous year [8] Group 5: Shareholder Returns - The company has implemented a profit distribution plan, increasing its share capital by 51,326,483 shares through a capital reserve conversion, signaling a commitment to shareholder value [9] - A share repurchase plan was approved, with a total repurchase amount of 29.98 million yuan for 692,552 shares, representing 0.44% of the total share capital [10] Group 6: Corporate Governance - The company has restructured its board of directors, increasing the number of members and enhancing governance efficiency [11] - A comprehensive revision of internal governance documents has been undertaken to align with new regulations and improve operational effectiveness [12] Group 7: Information Disclosure - The company has emphasized the importance of information disclosure, adhering to relevant regulations and ensuring timely and accurate communication with investors [14][15]

Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on enhancing operational quality and increasing shareholder returns, with significant progress reported in the first half of the year [1][14]. Group 1: Business Performance - The company achieved a revenue of 154.46 million yuan in the first half of 2025, representing a year-on-year increase of 40.54% [1]. - The net profit attributable to shareholders was -108.72 million yuan, showing a year-on-year growth of 22.23% [1]. Group 2: Strategic Focus and Innovation - The company has strengthened its core business and optimized its product structure, leading to a notable recovery in performance due to positive industry signals [1]. - The company has developed key products such as smart wireless radio baseband processing chips and RF transceiver chips, enhancing its technological capabilities and forming a competitive edge in the industry [2][6]. Group 3: Project Implementation - The company has optimized the investment structure of its fundraising projects, particularly in the "Research and Development Technology Center" project, to enhance research capabilities [3]. - The "Electronic Information Equipment Production Base Construction Project" has made significant progress, with a total of 24.54 million yuan invested by the end of the first half of 2025 [4]. Group 4: Financial Management - The company has improved its accounts receivable management, achieving a collection of 136.50 million yuan, which is a year-on-year increase of 4.21% [5]. Group 5: R&D and Innovation - The company maintained a high R&D intensity, with R&D expenses amounting to 131.11 million yuan, accounting for 84.88% of revenue, despite a year-on-year decrease of 5.04% [7]. - The company has successfully completed trial production and testing of its next-generation smart wireless radio baseband processing chip, which shows significant improvements over previous models [6]. Group 6: Shareholder Returns - The company has implemented a profit distribution plan, increasing its share capital by 51,326,483 shares through a capital reserve conversion, signaling a commitment to shareholder returns [7][8]. - The company has repurchased a total of 1,692,552 shares, representing 1.08% of the total share capital, to enhance shareholder value [8]. Group 7: Corporate Governance - The company has revised its governance structure, eliminating the supervisory board and adjusting the board of directors to improve operational efficiency and decision-making [10]. - The company has conducted multiple meetings to ensure compliance with regulations and enhance the effectiveness of its governance and internal control systems [11]. Group 8: Investor Relations - The company has prioritized investor relations, utilizing various communication channels to ensure transparency and timely information dissemination regarding its financial performance and operational status [12][13].

Group 1 - The 2025 World Internet Conference Digital Silk Road Development Forum was held in Quanzhou, Fujian, with strong power support provided by State Grid Quanzhou Power Supply Company [1] - The company implemented a "technical defense + human defense" power guarantee system, utilizing smart inspections to enhance emergency response capabilities [1][2] - During the forum, the company deployed drones for intelligent temperature inspection, effectively identifying overheating and connection issues [1][2] Group 2 - State Grid Quanzhou Power Supply Company introduced smart inspection robots to monitor equipment health in real-time, enabling automatic fault detection and early warning [2] - An upgraded intelligent command system was implemented for real-time monitoring and coordination of power supply equipment and emergency resources [2] - The company dispatched 4 low-voltage generator vehicles and 2 UPS power supply vehicles to ensure uninterrupted power supply for critical loads during the forum [2] Group 3 - A total of 106 personnel were mobilized for power supply inspections during the forum, issuing 9 notices to users for risk rectification [3] - The company developed 3 special power guarantee plans and numerous tailored plans for specific users to ensure robust power support for the event [3]

Group 1: Investor Relations Activities - The company conducted a specific investor survey and a site visit on April 25, 2025, attended by various financial institutions [3][4]. - Key attendees included the Chairman and General Manager, Mr. Ni Jun, and other board members [3]. Group 2: National Projects and Funding - The company is involved in national projects such as the "Key Technology Research and Application of High-Altitude Firefighting Robots for Large Complex Fire Scenes" and "Intelligent Equipment System for Large Tank Firefighting" [4][5]. - The government provides corresponding funding, with products expected to enter the market between 2026 and 2027 [5]. Group 3: Product Development and Market Demand - New products are designed for emergency rescue scenarios, focusing on large oil tank intelligent equipment and include various advanced firefighting technologies [6]. - These products cater to national comprehensive firefighting teams and specialized units in sectors like oil, chemical, and power [6]. Group 4: Training Systems and Market Outlook - The company’s live-fire simulation training system enhances training effectiveness, with a strong market demand from firefighting teams and large enterprises [7]. Group 5: International Expansion Strategy - The establishment of a wholly-owned subsidiary in Singapore is part of the company's marketing strategy to expand overseas while consolidating domestic advantages [8]. Group 6: Development Strategy - The company aims to provide high-quality products and services, focusing on intelligent and multifunctional firefighting equipment, and transitioning from manufacturing to intelligent manufacturing [9][10]. Group 7: Future Plans for New Facilities - The company plans to utilize funds for the "Intelligent Emergency Firefighting Equipment Industrial Park Project," with partial operations starting in February 2023 [11]. - Future projects are being planned to enhance the efficiency of the new facility and provide returns to investors [11].