Core Viewpoint - In the first quarter of 2025, Jiadu Technology (600728.SH) reported significant growth in revenue and net profit, driven by the completion of smart transportation projects and strategic investments in AI companies [1][2] Group 1: Financial Performance - The company achieved a revenue of 2.254 billion yuan, representing a year-on-year increase of 106.26% [1] - The net profit attributable to shareholders was 120 million yuan, marking a turnaround from losses in the previous year [1] Group 2: Business Strategy and Development - Jiadu Technology is focusing on two main areas: smart rail transportation and smart urban transportation, while also enhancing digital upgrades for enterprises [1][2] - The company has expanded its smart transportation business, supporting metro construction and renovation projects in cities like Guangzhou, Chengdu, Dongguan, Wuhan, and Ningbo [1] - Jiadu Technology's proprietary IDPS traffic brain has been instrumental in supporting smart transportation initiatives in over ten cities, including Shanghai and Foshan [1] Group 3: Digital Upgrade and Technological Innovation - In the digital upgrade sector, Jiadu Technology has become a core partner of Xinhua San and ranks among the top tier of authorized service providers for major brands like HP [2] - The company is integrating its service offerings with the transportation sector to provide customized digital upgrade solutions [2] - Recent product launches at the 15th Traffic Expo, including the Intelligent Control Smart Platform and Edge Smart Station, highlight the company's commitment to leveraging AI for transportation safety [2] Group 4: Future Outlook - Positioned at the "Leading Development Phase (2025-2027)", Jiadu Technology aims to capitalize on opportunities in the AI industry through continuous innovation and project delivery [2] - The company is expected to maintain its competitive edge in the transportation sector by focusing on R&D, project execution, and capital operations [2]

佳都科技集团股份有限公司 2024 年年度股东大会会议资料 佳都科技集团股份有限公司 2024 年年度股东大会会议资料 2025 年 5 月 8 日 1 / 30 佳都科技集团股份有限公司 2024 年年度股东大会会议资料 佳都科技集团股份有限公司 2024 年年度股东大会会议议程 现场会议时间：2025 年 5 月 8 日 14:30 网络投票时间： 交易系统投票平台投票时间 2025 年 5 月 8 日 9:15-9:25，9:30-11:30，13:00-15:00 互联网投票平台投票时间 2025 年 5 月 8 日 9:15-15:00 现场会议地点：广州市天河区新岑四路 2 号公司三楼会议室 参会人员：2025 年 4 月 28 日在册的全体股东，公司董事、监事及高级管理人员 会议议程： 一、审议议案（请宣读人介绍重点内容，请参会股东参阅书面材料） | 序号 | 议案 | 页码 | | --- | --- | --- | | 1 | 2024 年度董事会工作报告 | 4 | | 2 | 年度监事会工作报告 2024 | 13 | | 3 | 2024 年年度报告正文及摘要 | 16 | | 4 | ...

Financial Performance - The company's operating revenue for Q1 2025 reached ¥2,253,776,216.14, representing a 106.26% increase compared to ¥1,092,708,242.92 in the same period last year[4] - The net profit attributable to shareholders was ¥120,400,848.12, a significant recovery from a loss of ¥182,798,477.16 in the previous year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥10,343,850.30, improving from a loss of ¥33,203,995.71 year-on-year[4] - Basic and diluted earnings per share were both ¥0.0562, recovering from a loss of ¥0.0859 per share in the same period last year[4] - Operating profit for Q1 2025 was ¥129,471,404.01, recovering from a loss of ¥199,609,753.99 in Q1 2024[20] - Net profit for Q1 2025 was ¥119,360,915.96, compared to a net loss of ¥183,115,677.11 in the same period last year[21] - The total comprehensive income for Q1 2025 was ¥118,530,036.36, recovering from a loss of ¥190,272,006.65 in Q1 2024[21] Cash Flow and Liquidity - The net cash flow from operating activities was -¥47,314,006.24, a decline of 705.30% from ¥7,816,681.94 in the previous year, attributed to increased business growth and procurement payments[4][7] - Cash and cash equivalents increased to RMB 2.022 billion from RMB 1.897 billion, reflecting a growth of approximately 6.58%[15] - The company’s cash inflow from operating activities totaled ¥2,716,975,639.65, compared to ¥2,009,917,878.47 in the previous year[23] - The net cash flow from investing activities was -$3,619,908.44, indicating a decrease compared to the previous year's net cash flow of -$571,412,235.17[24] - The net cash flow from financing activities was $71,665,166.63, a significant improvement from the previous year's net cash flow of -$90,286,818.25[24] - The total cash and cash equivalents at the end of the period amounted to $1,837,004,758.01, up from $1,175,836,724.12 in the previous year[24] - The company experienced a net increase in cash and cash equivalents of $20,689,737.32, contrasting with a decrease of $653,878,190.39 in the prior year[24] Assets and Liabilities - Total assets at the end of the reporting period were ¥16,648,038,320.49, a 1.71% increase from ¥16,367,363,023.26 at the end of the previous year[5] - The company reported a total liability of ¥8,868,231,940.86, an increase from ¥8,701,418,628.52 year-over-year[20] - Short-term borrowings increased to RMB 284.66 million from RMB 170.46 million, representing a growth of approximately 67.00%[16] - Accounts payable decreased to RMB 2.504 billion from RMB 2.979 billion, a reduction of about 15.87%[16] Government Support and Investments - The company recognized government subsidies of ¥3,644,566.93 during the reporting period, contributing positively to the financial results[6] - The company reported a fair value gain of ¥123,996,055.21 from financial assets and liabilities, indicating strong investment performance[6] - The fair value of strategic investments in AI-listed companies has increased, leading to gains in fair value changes[12] Strategic Initiatives - The company is actively advancing smart transportation projects in cities such as Guangzhou, Chengdu, Dongguan, Wuhan, and Ningbo, contributing to steady growth[12] - The company is focusing on expanding its market presence and enhancing its product offerings in the smart transportation sector[12] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 120,165[8] Accounting Standards - The company will not apply new accounting standards starting from 2025[25]

佳都科技是行业内较早布局交通垂类大模型的企业。刘伟表示："佳都科技在智慧轨道交通、城市智慧 交通、城市安全应急场景已有超过10年的行业积累，掌握了较为深厚的行业专有技术、知识、数据、经 验，对客户业务的'痛点''痒点'有较深理解。特别在智慧轨道交通方面，公司是国内少有的同时拥有多 个专业IT系统和轨道交通大数据系统产品的供应商，在轨道交通领域拥有近20年的经验，在广州、长 沙、深圳、成都、杭州等大型城市具备单专业交付或单线、多线全专业交付案例。" 佳都科技于2023年发布了全球首个交通行业大模型——佳都知行交通大模型，构筑了公司的技术护城 河。2024年，佳都科技继续深化人工智能技术研发，持续提升大模型的自然语言处理、图像识别、语音 识别、强化学习、逻辑推理等方面能力。 AI大模型正深度赋能交通行业。2024年佳都科技集团股份有限公司（以下简称"佳都科技"）年报显示， 公司2024年智能交通业务新签订单创近三年新高。 4月21日，在2024年度业绩说明会上，佳都科技董事长兼首席执行长刘伟向《证券日报》记者表 示："2024年，公司基于FP8混合精度预训练等技术，实现知行大模型训练效率较2024年初提升超 15 ...

证券代码：600728 证券简称：佳都科技 公告编号：2025-043 佳都科技集团股份有限公司 关于 2024 年度业绩暨现金分红说明会 召开情况的公告 佳都科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日（星 期 一 ） 下 午 16:00-17:00 在 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/），通过网络互动的方式召开了 2024 年度业绩 暨现金分红说明会（以下简称"说明会"）。现将有关事项公告如下： 一、 本次说明会召开情况 公司于 2025 年 4 月 12 日在上海证券交易所官网（www.sse.com.cn）披露了 《佳都科技关于召开 2024 年度业绩暨现金分红说明会的公告》（公告编号：2025- 042）。 本次说明会于 2025 年 4 月 21 日（星期一）下午 16:00-17:00 召开，公司董 事长兼首席执行长刘伟先生、财务总监莫绣春女士、董事会秘书周哲斯先生、独 立董事卢馨女士参加了本次说明会，与投资者进行互动交流和沟通，并就投资者 普遍关注的主要问题进行了回答。 二 ...

每到炎炎夏日，长沙市民步入长沙地铁6号线享受清凉时，一套看不见的系统正在高速运算，为地铁站 点的通风、制冷、灯光以及各项设备运转提供最优的参数设定，使之能够最大程度满足乘客舒适度要 求，并具备最佳的节能效果。 佳都科技（600728）便是这套系统的开发者。2024年，佳都科技首次推出基于混合模型与AI算法的环 控智能节能技术，自主开发了全套机理模型，为各地地铁用能机构提供覆盖车站线路、线网的软硬件一 体化节能解决方案，并将其命名为"佳都AI智慧节能系统"。通过该系统的运作，能够"让每一度电都用 得其所，让能源需求管理更加有数"。 "虚拟电厂"拓展新场景 "更重要的是，该技术是面向未来零碳场景的新一代控制技术，可以实现和'光储直柔'系统的无缝衔 接，和新能源、储能系统等进行协同控制，作为'虚拟电厂'对电网进行需求侧响应，在保证车站舒适度 的前提下动态削减车站用电峰值负荷，能够真正实现轨交站场的零碳化。"佳都科技节能产品负责人表 示。 据介绍，相较于目前主流的风水联动控制节能系统，佳都AI智慧节能系统的核心是'模型+数据'，是新 一代的节能控制技术，可以实现关键控制参数的在线全局寻优（每10分钟进行一次寻优计算） ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Insights - The company's ICT business revenue has significantly increased, with a total revenue of 79.49 billion yuan in 2024, representing a year-on-year growth of 27.64% [8] - The company has successfully delivered major projects in the rail transit sector, including Guangzhou Metro Line 11 and Shenzhen Metro Line 13, and has signed new orders in over ten cities [1] - The AI model technology has advanced, with the "Zhixing Traffic Model" reaching version 2.0, enhancing traffic management and operational efficiency [3] - Operating cash flow has improved significantly, with a net cash flow from operating activities of 180 million yuan in 2024, a year-on-year increase of 117.57% [4] - The company expects continued revenue growth in 2025, driven by new orders in the intelligent transportation business and a contract asset balance of 2.012 billion yuan [2] Financial Performance - In 2024, the company reported a net profit attributable to shareholders of -115 million yuan, but the adjusted net profit (excluding non-recurring items) was 24 million yuan, indicating a turnaround [8][9] - The gross profit margin for industry solutions improved to 19.6%, and overall operating expenses decreased by 1.87% year-on-year [4] - Revenue projections for 2025-2027 are estimated at 88.96 billion, 95.36 billion, and 102.77 billion yuan, with net profits expected to be 1.35 billion, 1.85 billion, and 2.5 billion yuan respectively [9]

Group 1 - The 9th China Smart Rail Transit Conference was held in Guangzhou, focusing on the theme of "starting from 'new' and acting towards 'quality'" to discuss the integration and high-quality development of urban rail transit under new circumstances [1] - The conference attracted over 1,500 participants from urban rail transit research institutions, 40 city owner units, 15 design institutes, and more than 100 industry partners, highlighting the collaborative nature of the event [1] - AI technology integration with urban rail operations was a key focus, with a presentation on how existing big data and cloud platform resources can drive AI breakthroughs for smart operations, equipment fault prediction, and passenger services [3] Group 2 - The launch of three integrated rail transit AI models aimed at enhancing operational efficiency and cost optimization through an "out-of-the-box" approach was a significant highlight of the conference [3] - The urban rail transit industry in China is transitioning from a "high-speed construction phase" to a "stock enhancement phase focused on operations," emphasizing the importance of smart maintenance and upgrades [3] - The introduction of the "Jia Yi Wei" intelligent maintenance system, which leverages proprietary AI models to provide a comprehensive maintenance platform, aims to improve quality, reduce costs, and enhance efficiency in urban rail operations [4] Group 3 - The company showcased its capabilities in integrating various manufacturer resources and systems to enable comprehensive data access and cross-disciplinary diagnostics for urban rail maintenance [6] - The intelligent maintenance platform supports the transition from planned repairs to condition-based maintenance, ensuring the collection of critical equipment data [6] - The "self-growing model empowering the urban rail transit intelligent maintenance ecosystem" was recognized as a typical application case by the Ministry of Industry and Information Technology, with successful implementations in cities like Guangzhou, Changsha, and Chengdu [7]

登录新浪财经APP 搜索【信披】查看更多考评等级 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个别及连带责任。 重要内容提示： ( 会议召开时间：2025年4月21日（星期一）下午16:00-17:00 ( 会议召开地点：上海证券交易所上证路演中心（网址：http://roadshow.sseinfo.com/） ● 会议主题：佳都科技2024年度业绩暨现金分红说明会 ● 会议召开方式：上证路演中心网络互动 ● 投资者可于2025年4月14日（星期一）至4月18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ir@pcitech.com进行提问，邮件主题请注明：业绩说明会投资者问 题。公司将在说明会上对投资者普遍关注的问题进行回答。 佳都科技集团股份有限公司（以下简称"公司"）已于2025年4月11日发布了公司2024年年度报告，为便 于广大投资者更全面深入地了解公司2024年度的经营和财务状况，公司计划于2025年4月21日下午 16:00-17:00举行2024年度业绩暨现金分红说明会，就投资 ...

证券代码：600728 证券简称：佳都科技 公告编号：2025-042 佳都科技集团股份有限公司 关于召开 2024 年度业绩暨现金分红说明会的公告 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个别及连带责任。 重要内容提示： 佳都科技集团股份有限公司（以下简称"公司"）已于 2025 年 4 月 11 日发布了公 司 2024 年年度报告，为便于广大投资者更全面深入地了解公司 2024 年度的经营和财 务状况，公司计划于 2025 年 4 月 21 日下午 16:00-17:00 举行 2024 年度业绩暨现金分 红说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2024 年度的经营情况及财 务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围内就投资者 普遍关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 4 月 21 日（星期一）下午 16:00-17:00 1 / 2 会议召开时间：2025 年 4 月 21 日（星期一）下午 ...