11月27日，科思科技涨5.23%，截至发稿，报62.20元/股，成交1.08亿元，换手率1.14%，总市值97.58亿 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 截至发稿，朱剑涛累计任职时间1年206天，现任基金资产总规模18.51亿元，任职期间最佳基金回报 45.79%， 任职期间最差基金回报5.87%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，光大保德信基 ...

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 ...

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 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]

Core Viewpoint - The report highlights the financial performance and strategic positioning of Shenzhen Consys Science & Technology Co., Ltd. in the electronic information industry, emphasizing its focus on intelligent unmanned systems and artificial intelligence applications. Financial Performance - The company's operating income for the first half of 2025 was approximately 154.46 million yuan, representing a 40.54% increase compared to the same period last year [3] - The total profit for the period was a loss of approximately 110.09 million yuan, an improvement of 29.21% year-on-year [3] - The net profit attributable to shareholders was approximately -108.72 million yuan, showing a 22.23% increase compared to the previous year [3] - The net cash flow from operating activities was -148.46 million yuan, a significant decline of 467.72% compared to the previous year [3] - The company's net assets at the end of the reporting period were approximately 2.07 billion yuan, a decrease of 5.00% from the end of the previous year [3] Industry Overview - The electronic information industry is characterized by rapid technological advancements and the integration of artificial intelligence, which is expected to drive significant growth in strategic emerging industries [5] - The global C5ISR market is projected to reach 161.2 billion USD by 2027, with a compound annual growth rate (CAGR) of 8.3%, indicating strong demand for defense information systems [5] - The Chinese government has allocated a defense budget of 1.78 trillion yuan for 2025, with a continuous growth rate exceeding 7% for four consecutive years, reflecting the increasing focus on national defense modernization [5] Company Strategy and Positioning - The company focuses on the development of intelligent unmanned systems, integrating artificial intelligence and unmanned technologies to enhance operational efficiency and reliability [6] - The company has established a comprehensive product system covering "chip-module-complete machine-system," enabling it to provide end-to-end solutions in various applications [14] - The company has been recognized as a "specialized and innovative enterprise" and has accumulated core technologies with independent intellectual property rights in areas such as data processing and intelligent wireless communication [4][5] Research and Development - The company invests heavily in R&D, with research efforts focused on core technologies such as intelligent decision-making systems and wireless self-organizing networks [14] - The R&D model is driven by customer needs and market forecasts, ensuring that the company remains competitive in a rapidly evolving industry [12] - The company has developed a first-generation intelligent radio baseband processing chip, which is now in commercial promotion, and is advancing the second-generation chip to enhance its competitive edge [17] Product Offerings - The company's product portfolio includes command and control information processing systems, software radar systems, and intelligent unmanned devices, catering to various sectors such as emergency response, communication security, and environmental monitoring [16] - The intelligent unmanned systems are designed to operate across multiple environments, including air, ground, and underwater, leveraging advanced AI technologies for enhanced operational capabilities [17] - The company’s software radar systems provide real-time processing capabilities, ensuring high accuracy in signal processing and data transmission [16]

Group 1 - The core point of the article is that Kesi Technology (688788.SH) experienced a significant drop in stock price, reaching a limit down of 20%, following news of its actual controller and director Liu Jiande being placed under investigation [1] - Kesi Technology's current stock price is reported at 77.26 yuan, reflecting a decline of 13.24%, with a total market capitalization of 12.136 billion yuan [1] - The company specializes in command and control information processing equipment and systems, software radar information processing equipment and systems, and intelligent unmanned devices and systems [1] Group 2 - Kesi Technology has been referred to as the "Chinese version of Palantir" in the military industry this year, indicating its growing recognition and potential in the sector [1] - The investigation into Liu Jiande involves a notice of detention and a case filing from a national supervisory committee, which prevents him from fulfilling his duties as a director [1]

Core Viewpoint - Kesi Technology, referred to as the "Chinese version of Palantir," announced that its actual controller and director, Liu Jiande, is under investigation by the National Supervisory Commission, but this has not affected the company's control or operations [1][3]. Company Operations - The daily management of Kesi Technology is handled by senior management, and the company has a robust governance structure and internal control mechanisms in place. The board of directors is functioning normally, and other directors and senior management are fulfilling their duties without disruption. The company's production and operational conditions remain stable, and its financial accounts are normal [3]. - Kesi Technology specializes in command and control information processing equipment and systems, software radar information processing equipment and systems, and intelligent unmanned devices and systems [3]. Financial Performance - Kesi Technology experienced a significant decline in revenue, dropping to 233 million yuan in 2022, a year-on-year decrease of 62.20%. Over the past three years, the company's revenue has remained between 200 million and 250 million yuan, with a total net loss exceeding 700 million yuan [5]. - The company's stock price has also fallen from a peak of 117 yuan per share at the time of its IPO to around 14 yuan per share [5]. Management Changes - Since June 2023, Kesi Technology has undergone a significant management reshuffle, which has sparked investor interest. Liu Zonglin has been appointed as the chairman and non-independent director, while Shen Jian has been appointed as the general manager [6]. - Following the management changes, Kesi Technology's stock price has doubled in just 19 trading days [7]. Market Position - Kesi Technology is strategically positioned in the unmanned equipment cluster combat field and has advantages in AI command and control systems and networked combat [4].