Group 1 - The A-share mobile payment sector is experiencing a significant upward trend, with notable stocks such as Shengyibao hitting the daily limit increase [1] - Xiaogoods City has risen over 7%, indicating strong market interest and investor confidence in the sector [1] - Other companies like Hengbao Co., Xiangyou Technology, and Kela Software are also seeing gains, reflecting a broader positive movement in the mobile payment industry [1]

Core Viewpoint - Hunan Xiangyou Technology Co., Ltd. expects a net loss for the first half of 2025, with projected losses improving compared to the same period last year [2][3][8] Group 1: Performance Forecast - The company anticipates a net profit attributable to shareholders of the parent company to be between -4.5 million and -3 million yuan for the first half of 2025 [2][3] - The expected net profit, after deducting non-recurring gains and losses, is projected to be between -4.76 million and -3.26 million yuan [4][8] - This performance forecast is based on preliminary calculations by the company's finance department and has not been audited by a registered accountant [5][10] Group 2: Comparison with Previous Year - In the same period last year, the net profit attributable to shareholders was -4.9083 million yuan, and the net profit after deducting non-recurring gains and losses was -10.3653 million yuan [6] - The company reported a loss per share of -0.030 yuan in the previous year [7] Group 3: Reasons for Expected Loss - The expected loss is attributed to a 30% increase in overall revenue compared to the previous year, but a significant decline of 33% in software revenue, which has a higher gross margin [8] - Despite improvements in operational performance due to enhanced market development and cost control, the company remains in a loss position due to market cycles and the pace of business expansion [8] - The company aims to continue promoting high-quality development and accelerate business expansion in the second half of 2025 to achieve better operational results [8]

[Current Period Performance Forecast](index=1&type=section&id=Current%20Period%20Performance%20Forecast) The company expects a net loss for H1 2025, with attributable net profit between -4.5 million and -3.0 million yuan, and non-recurring adjusted net profit between -4.76 million and -3.26 million yuan 2025 Semi-Annual Performance Forecast | Indicator | Estimated Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | -4.5 million to -3.0 million yuan | | Net Profit Attributable to Parent Company Shareholders After Non-Recurring Items | -4.76 million to -3.26 million yuan | - This performance forecast, applicable to a net loss scenario, remains unaudited by a certified public accountant[2](index=2&type=chunk)[7](index=7&type=chunk) [Prior Period Operating Performance and Financial Status](index=2&type=section&id=Prior%20Period%20Operating%20Performance%20and%20Financial%20Status) In the same period of 2024, the company reported a net loss attributable to parent company shareholders of 4.9083 million yuan, a non-recurring adjusted net loss of 10.3653 million yuan, and basic earnings per share of -0.030 yuan 2024 Semi-Annual Performance Review | Indicator | Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | -4.9083 million yuan | | Net Profit Attributable to Parent Company Shareholders After Non-Recurring Items | -10.3653 million yuan | | Earnings Per Share | -0.030 yuan | [Primary Reasons for Current Period Pre-Loss](index=2&type=section&id=Primary%20Reasons%20for%20Current%20Period%20Pre-Loss) Despite a 30% increase in overall revenue for H1 2025, a 33% decline in high-margin software revenue led to continued losses, though improved market expansion and cost control efforts narrowed the loss compared to the prior year - The company's semi-annual overall revenue increased by **30%** year-over-year, but a **33%** decline in higher-margin software revenue is the core reason for the loss[10](index=10&type=chunk) - Through enhanced market development and cost control, operating performance has improved year-over-year, with an anticipated narrowing of the loss[10](index=10&type=chunk) [Risk Warning and Other Explanations](index=2&type=section&id=Risk%20Warning%20and%20Other%20Explanations) The company emphasizes that this performance forecast is a preliminary internal financial assessment, unaudited by a certified public accountant, and investors should refer to the official 2025 semi-annual report for final data and be aware of investment risks - This performance forecast represents a preliminary calculation by the company's finance department based on its professional judgment, and has not yet been audited by a certified public accountant[11](index=11&type=chunk) - The precise financial data will be based on the company's officially disclosed 2025 semi-annual report, and investors are advised to be aware of investment risks[13](index=13&type=chunk)

Core Viewpoint - The company, Hunan Xiangyou Technology Co., Ltd., has responded to the Shanghai Stock Exchange's inquiry regarding its 2024 annual report, detailing its revenue and gross margin trends across various business segments, particularly in the postal industry and other sectors. Revenue and Gross Margin Analysis - From 2022 to 2024, the company's revenue from the postal industry was 572 million, 417 million, and 481 million CNY, with corresponding gross margins of 10.72%, 44.17%, and 41.39% respectively, indicating a significant revenue increase but a decline in gross margin [1][2]. - The gross margins for system integration, software development, and operation maintenance in 2024 were 16.78%, 40.19%, and 11.51%, with year-on-year changes of -12.92, +17.64, and -6.14 percentage points respectively [1][3]. Client and Supplier Information - The company is required to disclose detailed information about its top ten clients and suppliers for 2023 to 2024, including their names, relationships, establishment dates, registered capital, personnel scale, transaction types, amounts, and payment statuses [2][3]. - The company has been actively exploring and expanding its business in sectors such as smart logistics, research institutions, rail transit, and finance, focusing on software development, product sales, system integration, data center construction, and data analysis services [3]. Industry Trends and Comparisons - The postal industry has seen an increase in equipment procurement by approximately 22.37 million CNY, a growth of 17.97%, while the platform operation services, particularly in aggregated payment, have risen by about 33.15 million CNY, reflecting an 11.86% increase [2][25]. - The company has achieved breakthroughs in expanding its business into external industries, particularly in software development and system integration, leading to higher gross margins in these sectors compared to the postal industry [25]. Accounting Practices - The company employs different accounting methods for revenue recognition, using the net method for external industry revenues, which significantly impacts the gross margin levels compared to the postal sector [25]. - The gross margin for the postal industry was 11.04% and 10.60% in the last two years, while for non-postal industries, it was 41.39% and 12.27%, indicating a substantial difference in profitability [25].

Core Viewpoint - The company, Hunan Xiangyou Technology Co., Ltd., is under scrutiny from the Shanghai Stock Exchange regarding its 2024 annual report, particularly focusing on its revenue and profit margins across different business segments, including postal and other industries [1]. Financial Performance - From 2022 to 2024, the company's revenue from the postal industry was 572 million, 417 million, and 481 million yuan, with corresponding gross margins of 10.72%, 11.04%, and 11.11% [1]. - Revenue from other industries was 11 million, 166 million, and 48 million yuan, with a significant decline in gross margin but still remaining high [1]. Customer and Supplier Relationships - The company is required to disclose detailed information about its top ten customers and suppliers in the other industries for 2023 to 2024, including names, relationships, establishment dates, registered capital, personnel scale, transaction types, amounts, and balances [1]. - The company has established partnerships in various sectors such as smart logistics, research institutions, rail transit, and finance, focusing on software development, product sales, system integration, data center construction, and data analysis services [2]. Revenue Changes and Analysis - The company must explain the reasons for changes in postal industry revenue, considering cost structures, order changes, and customer dynamics, as well as the reasons for the decline in gross margin in other industries despite being higher than that of the postal industry [1][21]. - The increase in postal group equipment procurement volume rose by approximately 22.37 million yuan, a growth of 17.97%, and the volume of aggregated payment services in platform operations increased by about 33.15 million yuan [21]. Project Collaborations - The company is involved in the "Zhihui Kangkang Multi-Functional Terminal" project in collaboration with Tianjin Membrane Technology Co., Ltd., which serves as the general contractor, while the company acts as an intermediary service provider [8][9]. - The project includes various functionalities such as operational information release, advertising, air quality management, public health, and edge computing [8]. Accounting Practices - The company adopts the net method for revenue recognition in the Zhihui Kangkang Multi-Functional Terminal project, which aligns with the commercial substance and accounting standards [9][20]. - The revenue from the project is recognized based on the completion of installation and acceptance, with a total confirmed revenue of 51.60 million yuan as of December 2024 [9]. Future Outlook - The company is actively planning to implement the Shanghai Metro Line 8 People's Square Station environmental control system project, which involves software and hardware integration [14][16]. - The project is expected to follow a phased payment structure, with a total project cycle of 10 months [14].

湖南湘邮科技股份有限公司 关于对《上海证券交易所对公司 2024 年年度报告的 信息披露监管问询函》的回复公告 本公司董事会及全体董事保证公告内容的真实、准确和完整，对公告的虚假 记载、误导性陈述或者重大遗漏负连带责任。 湖南湘邮科技股份有限公司（以下简称"公司"）于近期收到 上海证券交易所（以下简称"上交所"）《关于湖南湘邮科技股份 有限公司 2024 年年度报告的信息披露监管问询函》（上证公函 [2025]0693 号）（以下简称"《问询函》"）。公司会同中介机构 就《问询函》中的相关问题进行了逐项落实，现具体回复如下： 问题一： 年报及前期公告显示，2022 年至 2024 年，公司主营业务分行业构成中， 邮政行业收入分别为 5.72 亿元、4.17 亿元、4.81 亿元，毛利率分别为 10.72%、 11.04%、11.11%；其他行业收入分别为 0.11 亿元、1.66 亿元、1.55 亿元，毛 利率分别为 44.17%、41.39%、32.64%，近两年营业收入增幅较大，毛利率下降 但仍然较高。分产品看，2024 年系统集成及其他、软件开发、运维业务毛利率 分别为 16.78%、40.19%、11 ...

关于湖南湘邮科技股份有限公司 2024 年年度报告信息披露监管问询函的回复 众环专字(2025)1100331 号 上海证券交易所上市公司管理一部： 中审众环会计师事务所（特殊普通合伙）（以下简称"本所"或"我们） 作为湖南湘邮科技股份有限公司（以下简称"湘邮科技"或"公司"）2024 年 度财务报表的审计机构于 2025 年 4 月 25 日出具了众环审字(2025)1100003 号 审计报告。 公司于近日收到上海证券交易所（以下简称"上交所"）下发的《关于湖 南湘邮科技股份有限公司 2024 年年度报告的信息披露监管问询函》（上证公函 【2025】0693 号）（以下简称：《年报问询函》），我们以对湘邮科技相关财 务报表执行的审计工作为依据对问询函中需要本所回复的相关问题履行了核查 程序，现将核查情况说明如下： 问题一：年报及前期公告显示，2022 年至 2024 年，公司主营业务分行业 构成中，邮政行业收入分别为 5.72 亿元、4.17 亿元、4.81 亿元，毛利率分别 为 10.72%、11.04%、11.11%；其他行业收入分别为 0.11 亿元、1.66 亿元、 1.55 亿元，毛利率分别为 ...

Core Viewpoint - The company plans to hold an investor presentation on June 23, 2025, to discuss its 2024 annual report and Q1 2025 results, allowing for interactive communication with investors [2][4]. Group 1: Meeting Details - The investor presentation is scheduled for June 23, 2025, from 13:00 to 14:00 [2][3]. - The meeting will take place at the Shanghai Stock Exchange Roadshow Center, accessible online [2][3]. - Investors can submit questions from June 16 to June 20, 2025, before 16:00 [3]. Group 2: Participants - Key participants in the presentation will include Chairman Dong Zhihong, President Zhang Hua, Independent Director Wang Dingjian, Vice President and Secretary Meng Jingjing, and CFO Liu Mingyang [2]. Group 3: Contact Information - For inquiries, investors can contact the company's board office via phone at 0731-8899 8817 or 8899 8856, or email at copte@copote.com [4].

湖南湘邮科技股份有限公司（以下简称"公司"）已于 2025 年 4 月 29 日发布公司 2024 年年度报告和公司 2025 年第一季度报告，为 便于广大投资者更全面深入地了解公司2024年度以及2025年第一季 度经营成果、财务状况，公司计划于 2025 年 06 月 23 日 （星期一） 13:00-14:00 举行 2024 年度暨 2025 年第一季度业绩说明会，就投资 者关心的问题进行交流。 证券代码：600476 证券简称：湘邮科技 公告编号：2025-019 湖南湘邮科技股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 投资者可于 2025 年 06 月 16 日 （星期一） 至 06 月 20 日 （星 期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 copote@copote.com 进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 1 会议召开时间：2025 年 ...

Group 1 - The stock of Xiangyou Technology (600476) fell by 2.94% with a turnover rate of 32.10% and a trading volume of 1.105 billion yuan, showing a fluctuation of 14.13% [1][2] - The stock was listed on the exchange due to its high turnover rate, with a net selling amount of 24.971 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 138 million yuan, with a buying amount of 56.3828 million yuan and a selling amount of 81.3538 million yuan, resulting in a net selling of 24.971 million yuan [2] Group 2 - The main buying brokerage was Dongfang Caifu Securities, which bought 12.9973 million yuan, while the largest selling brokerage was China Galaxy Securities, which sold 21.9263 million yuan [2] - The stock experienced a net outflow of 144 million yuan in main funds, with a significant outflow of 81.4503 million yuan from large orders and 62.1445 million yuan from big orders, while the net inflow over the past five days was 34.7551 million yuan [2] - The company reported a revenue of 101 million yuan in Q1, representing a year-on-year growth of 25.20%, and a net profit of 5.5533 million yuan, up 171.49% year-on-year [2]