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一 | 【导读】楚天龙上半年业绩亏损同比扩大 8月25日晚间,近3个交易日收获“三连板”的楚天龙(证券代码003040)披露2026年半年度报告及终止定增事项公告。

二 | DENVER -- A former National Security Agency employee from Colorado pleaded guilty Monday to trying to sell classified national security information to Russia. Federal prosecutors agreed to not ask for more than about 22 years in prison for Jareh Sebastian Dalke when he is sentenced in April if he adheres to the terms of a plea deal, but the judge will ultimately decide his punishment.Dalke, a 31-year-old Army veteran from Colorado Springs, technically faces up to a possible life sentence for giving the information to an undercover FBI agent who prosecutors say Dalke believed was a Russian agent. However, accepting responsibility for a crime usually leads to a lighter sentence. Dalke told the agent that he wanted to “cause change” after questioning the United States' role in causing damage to the world, but he also said he was $237,000 in debt, according to court documents. He also allegedly said he had decided to work with Russia because his heritage “ties back to your country.”Dalke pleaded guilty during a hearing before U.S. District Judge Raymond Moore. He only spoke in answer to questions from Moore about whether he understood the terms of the deal. He acknowledged that he has been taking medications for mental illness while being held in custody for about a year. Dalke was paid $16,499 in cryptocurrency last year for excerpts of some documents that he passed on to the agent to show what he had, and then he offered to sell the rest of the information he had for $85,000, according to the plea deal.The agent directed him to go to Denver's downtown train station on Sept. 28, 2022, and send the documents using a secure digital connection during a four-hour window. Dalke arrived with his laptop and first used the connection to send a thank you letter that opened and closed in Russian and in which he said he looked “forward to our friendship and shared benefit,” according to the plea deal. Moments after he used his laptop to transfer all the files, FBI agents arrested him. According to the indictment, the information Dalke sought to give to Russia included a threat assessment of the military offensive capabilities of a third, unnamed country. It also includes a description of sensitive U.S. defense capabilities, some of which relates to that same foreign country. The plea deal requires, among other things, that Dalke agree to talk to authorities about his crimes and provide truthful, accurate and valuable information about what happened. Dalke worked as an information systems security designer for the NSA, the U.S. intelligence agency that collects and analyzes signals from foreign and domestic sources for the purpose of intelligence and counterintelligence. After he left and gave the classified information to the undercover agent, prosecutors say he reapplied to work at the NSA.During a hearing last year, one of Dalke's federal public defenders downplayed Dalke’s access to classified information since he only worked at the NSA for less than a month.。 半年报显示,楚天龙上半年实现营收3.19亿元,同比下降30.21%;归母净利润亏损6212.42万元,上年同期亏损3976.88万元;扣非归母净利润亏损6568.50万元,上年同期亏损4132.86万元。 分季度看,公司一季度净利润亏损约0.12亿元,二季度亏损约0.5亿元,环比持续恶化。 分产品线来看,公司核心业务全线承压:嵌入式安全产品实现营收2.64亿元,占营业收入的82.72%,同比下降28.45%;智能硬件实现营收2108.96万元,同比下降53.20%;软件及服务实现营收912.25万元,同比下降72.47%。 资料显示,楚天龙是一家专注于数字安全与数智服务综合解决方案提供商,公司产品与服务主要包括以智能卡、多形态数字人民币硬钱包、eSIM等为代表的嵌入式安全产品,以及面向行业应用的智能硬件、以智慧档案及社保“一卡通”平台为主要内容的软件及服务。 对于业绩下滑,公司在半年报中表示,报告期内主营业务面临供需两端的双重经营压力。需求端,受市场竞争加剧影响,部分嵌入式安全产品价格及数量下降,导致营业收入同比下滑;供给端,全球半导体原材料价格持续上涨、晶圆制造及封装测试环节成本不断攀升,公司难以将产品降价压力向上游传导,致使营业成本降幅低于营业收入降幅,综合毛利率呈下降趋势。 惨淡的经营业绩之下,楚天龙二级市场表现却极为强势。8月21日、8月24日、8月25日,公司股价连续3天涨停。截至8月25日收盘,公司股价报15.48元/股,总市值达71.38亿元。 股价暴涨的背后,是数字人民币概念的热度升温。

三 | 8月17日,央行宣布数字人民币运营机构扩容至30家,板块集体异动。8月25日,数字人民币概念股上涨2.42%,楚天龙领涨板块。不过,公司8月24日晚间发布的股票交易异常波动公告中明确提示:关注到近期市场对数字人民币关注度较高,近年来公司积极探索并推动数字人民币相关业务拓展,目前相关业务收入占公司营业收入的比重较小,未达5%,部分项目及产品的应用场景、市场规模仍存在不确定性。 同日晚间,楚天龙发布公告称,终止2026年度向特定对象发行A股股票事项。回溯来看,公司于2026年2月9日召开第三届董事会第十二次会议,审议通过定增相关议案,预案于2月10日披露;2月26日召开的临时股东会审议通过相关授权议案。 根据预案,公司拟定增募资不超过7.6亿元,募资净额将用于创新应用安全产品研发及产业化项目、面向行业应用的智能硬件建设项目、数字化运营总部及研发升级建设项目及补充流动性资金。
对于终止原因,公司表示自启动发行工作以来,董事会及管理层会同相关各方积极推进各项筹备工作,经与保荐机构及相关中介深入沟通,综合考量公司未来发展规划等情况,决定终止本次发行事项。该事项已于8月24日经第三届董事会第十五次会议审议通过。

四 | 尽管业绩承压,公司在半年报中也披露了多项积极进展:上半年中标多家国有及股份制商业银行总行级项目,入围多地市第三代社保卡项目;eSIM等核心自研技术与产品获国内外行业组织及客户认证;报告期内投资设立新加坡子公司,持续开拓海外市场。(文章来源:中国基金报)。
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