Transcom Instruments(831961)

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2025年9月北证50指数成分调整名单预测:康乐卫士、林泰新材等预计9月将纳入北证50指数成分
Shenwan Hongyuan Securities· 2025-07-31 13:13
Core Insights - The report predicts that the North Exchange 50 Index will undergo component adjustments on September 11, 2025, with a review cutoff date of July 31, 2025 [3] - The predicted additions to the North Exchange 50 Index include Xingtu Measurement Control, Wanyuantong, Kanglwei, Lintai New Materials, and Juxing Technology, while Tianfangbiao, Huami New Materials, Haosheng Electronics, Chuangyuan Xinke, and Gebijia are expected to be removed [3][4] - Historical data indicates that, prior to adjustments, the average return of newly added stocks outperformed the index in 9 out of 11 instances, with an average excess return of 4.8%, while stocks being removed underperformed in 9 instances with an average excess return of -2.7% [3][8] Component Adjustments - The average daily trading volume and total market capitalization over the past six months were used to determine the adjustments, with specific metrics for each stock listed [3][4] - The predicted new components have varying average daily trading volumes, with Kanglwei at 632.9 million yuan and Lintai New Materials at 145.06 million yuan [4] - The report also lists potential candidates for inclusion, such as Yizhi Moyu, Wantong Hydraulic, Leishen Technology, and Wuhan Land Electric [3][4] Impact of Index Adjustments - The North Exchange 50 Index product size reached 11.162 billion yuan, accounting for 8.86% of the free float market capitalization, indicating a growing trend in index-based investments [3][11] - The report calculates the impact coefficients for the stocks being added and removed, with Kanglwei having the highest impact coefficient at 3.46, followed by Lintai New Materials at 2.17 [3][11] - The report emphasizes the importance of monitoring stocks with high impact coefficients as the adjustment date approaches [3]
创远信科(831961) - 关于变更办公地址的公告
2025-07-07 13:16
证券代码:831961 证券简称:创远信科 公告编号:2025-048 创远信科(上海)技术股份有限公司 关于变更办公地址的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假 记载、误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 创远信科(上海)技术股份有限公司(以下简称"公司")因经 营需要,于近日搬迁至新办公地址,现将变更情况公告如下: | 变更事项 | | | 变更前 | | | | 变更后 | | --- | --- | --- | --- | --- | --- | --- | --- | | 办公地址 | 上海市松江区高技路 205 | | | | | | 上海市松江区恒麒路 | | | 弄 7 C | 号 | | 座 | 139 | 弄 1 | 号楼 | 除上述调整外,公司联系电话、电子邮箱等信息均保持不变。敬 请广大投资者留意上述变更事项。 邮政编码:201601 传真:021-64326777 联系电话:021-64326888 公司网址:www.transcom.net.cn 投资者邮箱:ir@transcom.net.cn 公司邮箱 ...
北交所科技成长产业跟踪第三十三期:中央财经委定调推进海洋经济高质量发展,关注北交所深海经济产业链企业
Hua Yuan Zheng Quan· 2025-07-07 08:58
Group 1 - The central government emphasizes the high-quality development of the marine economy, with the national marine GDP expected to reach 11.18 trillion yuan in 2025, reflecting a year-on-year growth of 5.9% in 2024 [4][11][20] - The marine economy's contribution to the national GDP is projected to be 7.8%, with 15 marine industries achieving a total added value of 4.3733 trillion yuan in 2024, growing by 7.5% [21][22] - The deep-sea technology sector is identified as a key area for development, with significant investments and strategic initiatives aimed at enhancing capabilities in underwater observation, construction, and resource extraction [9][30][31] Group 2 - The report identifies 11 companies within the deep-sea economic industry chain listed on the Beijing Stock Exchange, including Audiwei (ultrasonic underwater ranging sensors), Wantong Hydraulic (hydraulic cylinders for offshore drilling platforms), and Klete (ventilation and air treatment systems) [40] - The marine engineering equipment manufacturing industry in China is experiencing a recovery, with an expected added value of 112.6 billion yuan in 2025, following a growth of 9.1% to 103.2 billion yuan in 2024 [30][33] - The report highlights the increasing market interest in deep-sea technology, with emerging sectors such as deep-sea energy storage and carbon sequestration expected to drive future growth [31][32]
创远信科(831961) - 关于取得专利证书的公告
2025-07-01 10:31
证券代码:831961 证券简称:创远信科 公告编号:2025-047 创远信科(上海)技术股份有限公司 关于取得专利证书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假 记载、误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 一、基本情况 2025 年 6 月 27 日,创远信科(上海)技术股份有限公司(以下 简称"公司"或"创远信科")收到了由国家知识产权下发的 2 项《专 利证书》。具体情况如下: | 专利类型 | 专利名称 | 专利号 | | --- | --- | --- | | 发明 | 应用于信道模拟中实现高精度系数更新处 | ZL 202211589822.9 | | | 理的方法、装置、处理器及其计算机可读存 | | | | 储介质 | | | 实用新型 | 基于飞控系统实现复杂干扰信号模拟的装 | ZL 202421935592.1 | | 置 | | | 截至本公告日止,创远信科及其合并报表范围内子公司累计申请 国内外专利 536 项,其中发明专利 370 项,占比 69.03%,授权专利 308 项,其中发明专利 161 项,实 ...
创远信科(831961) - 关于2025年员工持股计划完成股票非交易过户的公告
2025-06-25 13:01
证券代码:831961 证券简称:创远信科 公告编号:2025-045 创远信科(上海)技术股份有限公司 关于 2025 年员工持股计划 完成股票非交易过户的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假 记载、误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 创远信科(上海)技术股份有限公司(以下简称"公司")于 2025 年 4 月 23 日召开第七届董事会第十六次会议、第七届监事会第十五 次会议,于 2025 年 5 月 16 日召开 2024 年年度股东会,会议审议通 过了《关于公司 2025 年员工持股计划(草案)及摘要的议案》、《关 于公司 2025 年员工持股计划管理办法的议案》、《关于提请公司股东 会授权董事会办理公司 2025 年员工持股计划有关事宜的议案》,关联 董事、监事已回避表决,同意公司实施 2025 年员工持股计划(以下 简称"本员工持股计划"),并授权公司董事会办理本员工持股计划的 相关事宜,具体内容详见公司在北京证券交易所指定信息披露平台 (www.bse.cn)披露的相关公告。 根据《关于上市公司实施员工持股计划试点的 ...
创远信科(831961) - 2024年年度权益分派实施公告
2025-06-25 13:00
证券代码:831961 证券简称:创远信科 公告编号:2025-046 特殊情况说明 自公司 2024 年年度权益分派预案披露后至实施期间,公司已 完成 2025 年员工持股计划非交易过户。本次非交易过户共划转股 创远信科(上海)技术股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记 载、误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 创远信科(上海)技术股份有限公司 2024 年年度权益分派方案 已获 2025 年 5 月 16 日召开的股东会审议通过,本次实施分配方案距 离股东会审议通过的时间未超过两个月。 现将权益分派事宜公告如下: 本次权益分派基准日合并报表归属于母公司的未分配利润为 290,686,170.65 元,母公司未分配利润为 320,939,951.43 元。本次 权益分派共计派发现金红利 7,142,025.40 元。 一、权益分派方案 1、本公司 2024 年年度权益分派方案为: 以公司现有总股本 142,840,508 股为基数,向全体股东每 10 股 派 0.50 元人民币现金。 票 ...
创远信科(831961):北交所信息更新:两项国家研发项目完成验收工作,2025Q1归母净利润同比+245%
KAIYUAN SECURITIES· 2025-06-25 07:42
Investment Rating - The investment rating for the company is "Outperform" (Maintain) [3] Core Views - The company completed two national research projects, leading to a significant increase in net profit for Q1 2025, which grew by 245% year-on-year [3] - The company reported a revenue of 60.91 million yuan for Q1 2025, representing a year-on-year growth of 27.47%, while the net profit reached 5.66 million yuan, marking a 244.81% increase [3] - Despite a decline in revenue and net profit for the year 2024, the company is optimistic about future growth opportunities driven by its R&D capabilities and the commercialization of 5G-A technology [3] Financial Summary - In 2024, the company achieved a revenue of 233 million yuan, down 13.93% year-on-year, and a net profit of 12 million yuan, down 62.90% year-on-year [3] - The projected net profits for 2025, 2026, and 2027 are 19 million yuan, 33 million yuan, and 49 million yuan respectively, with corresponding EPS of 0.14, 0.23, and 0.35 yuan [3] - The current stock price corresponds to P/E ratios of 165.3, 96.4, and 64.6 for the years 2025, 2026, and 2027 respectively [3] R&D and Market Activities - In 2024, the company participated in 22 market activities, including major conferences like MWC and the Global 6G Development Conference [4] - The company invested 103.86 million yuan in R&D in 2024, accounting for 44.63% of its revenue, and has been actively pursuing overseas intellectual property strategies [5] - The company has applied for a total of 512 patents, with 68.75% being invention patents, and has successfully obtained 300 authorized patents [5]
创远信科(831961) - 投资者关系活动记录表
2025-06-19 14:15
Group 1: Investor Relations Activity Overview - The investor relations activity was conducted on June 18, 2025, in Shanghai, attended by CITIC Securities and invited investors [3] - The company representatives included the board secretary and CFO, Ms. Wang Xiaolei [3] Group 2: Participation in MWC Shanghai - The company participated in the 2025 World Mobile Communication Conference in Shanghai, showcasing key technologies such as 5G integrated testing systems and low-orbit satellite network performance monitoring [4] Group 3: Military Qualifications and Future Plans - The company specializes in RF communication testing instruments and is focusing on 5G/6G communication, vehicle networking, and satellite internet testing [5] - The demand for electronic measurement instruments is expected to grow due to advancements in defense and other sectors, with the company holding relevant qualifications for special fields [6] Group 4: 6G Development Initiatives - The company is actively involved in 6G testing technology research and has undertaken several national-level projects related to 5G/6G and millimeter-wave communication [7] - It has joined the IMT-2030 (6G) promotion group, becoming a key member in global 6G technology development [7] Group 5: Impact of Index Inclusion - The company has been selected as a sample stock for the North Exchange's specialized index and the North 50 index, enhancing its visibility and commitment to becoming a leading brand in wireless communication testing instruments [8]
创远信科(831961) - 关于取得专利证书的公告
2025-06-16 13:16
| 专利类型 | 专利名称 | 专利号 | | --- | --- | --- | | 发明 | 基于历史大数据实现网格化信号覆盖率分 | ZL 202111361205.9 | | | 析处理的方法、系统、装置、处理器及其存 | | | | 储介质 | | | 实用新型 | 支持实现复杂地形干扰信号扫频监测的装 | ZL 202421662422.0 | | | 置 | | 证券代码:831961 证券简称:创远信科 公告编号:2025-043 创远信科(上海)技术股份有限公司 关于取得专利证书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假 记载、误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 一、基本情况 2025 年 6 月 13 日,创远信科(上海)技术股份有限公司(以下 简称"公司"或"创远信科")收到了由国家知识产权下发的 2 项《专 利证书》。具体情况如下: 上述专利证书的取得,不构成对公司经营业绩的承诺,对公司的 具体影响以实际情况为准,敬请广大投资者谨慎决策,注意防范投资 风险。 四、备查文件 《发明专利证书》(证书号:第 799 ...
创远信科(831961):射频通信测试仪器“小巨人”,车联网、低轨、低空等新兴领域缔造成长新机遇
Hua Yuan Zheng Quan· 2025-06-16 09:23
Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [5]. Core Views - The company, Chuangyuan Xinke, is recognized as a national-level specialized and innovative "little giant" in the field of radio frequency communication testing instruments, with a 27% year-on-year revenue increase in Q1 2025. It focuses on wireless communication testing, vehicle networking, and satellite internet testing, holding numerous patents and core technologies [5][6]. - The company is expected to benefit from emerging opportunities in vehicle networking and low-altitude economies, driven by advancements in 5G/6G technology and government initiatives [5][7]. - The company has a strong R&D focus, with 44.63% of its revenue allocated to R&D in 2024, and has made significant technological breakthroughs in key areas [6][12]. Summary by Sections Market Performance - The closing price as of June 13, 2025, is 22.39 yuan, with a market capitalization of 3,198.20 million yuan and a circulating market value of 2,360.77 million yuan [3]. Financial Forecast and Valuation - Revenue projections for 2025 are estimated at 269 million yuan, with a year-on-year growth rate of 15.51%. The net profit attributable to the parent company is forecasted to be 19 million yuan, reflecting a growth rate of 54.97% [11]. - The report anticipates a gradual improvement in profitability, with EPS expected to rise from 0.09 yuan in 2024 to 0.34 yuan by 2027 [11][12]. Industry Outlook - The global electronic measurement instrument market is projected to reach 20 billion USD by 2028, driven by advancements in automation, smart laboratories, and the rapid growth of vertical industries [12]. - In China, the electronic measurement instrument market has grown from 30.9 billion yuan in 2019 to 37.8 billion yuan in 2023, with a forecasted growth rate of 5% to 7% from 2024 to 2030 [12].