Investment Rating - The report maintains a "Recommended" rating for the company, indicating an expected price increase of over 15% relative to the benchmark index within the next 12 months [5][11]. Core Insights - The company reported a revenue of 542 million yuan in Q1 2025, representing a year-on-year increase of 10.73% and a quarter-on-quarter decrease of 4.31%. The net profit attributable to shareholders was 23 million yuan, up 40.31% year-on-year and up 117.00% quarter-on-quarter [1][2]. - The company's profitability has significantly improved, with a gross margin of 18.17% in Q1 2025, an increase of 0.38 percentage points year-on-year and 3.06 percentage points quarter-on-quarter. The net profit margin reached 4.25%, up 0.90 percentage points year-on-year and 2.38 percentage points quarter-on-quarter [1][2]. - The company is expanding its production capacity for planetary roller screws, with a planned investment of 1.85 billion yuan in a new R&D and production base in Jiangsu, which is expected to support future growth [2]. Revenue and Profit Forecast - The company forecasts revenues of 2.324 billion yuan in 2025, 3.09 billion yuan in 2026, and 4.452 billion yuan in 2027, with corresponding net profits of 104 million yuan, 192 million yuan, and 340 million yuan respectively [4][9]. - The expected growth rates for revenue are 14.9% in 2025, 32.9% in 2026, and 44.1% in 2027, while net profit growth rates are projected at 45.6% in 2025, 84.2% in 2026, and 77.6% in 2027 [4][9]. Financial Metrics - The report highlights a projected EPS of 0.31 yuan in 2025, 0.57 yuan in 2026, and 1.01 yuan in 2027, with corresponding PE ratios of 142, 77, and 43 [4][9]. - The company's gross margin is expected to improve from 18.45% in 2024 to 20.79% in 2027, indicating enhanced operational efficiency [9].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603009 证券简称：北特科技 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 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、主要财务数据 (一)主要会计数据和财务指标 单位：元 币种：人民币 单位：元 币种：人民币 ■ (二)非经常性损益项目和金额 √适用 □不适用 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号一一非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因。 □适用 √不适用 (三)主要会计数据、财务指标发生变动的情况、原因 √适用 □不适 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥542,145,797.19, representing a 10.73% increase compared to ¥489,613,388.72 in the same period last year[4] - Net profit attributable to shareholders for the same period was ¥23,060,084.38, a 40.31% increase from ¥16,435,332.17 year-on-year[4] - The basic earnings per share increased by 48.69% to ¥0.0681 from ¥0.0458 in the previous year[4] - Net profit for Q1 2025 was ¥23,393,946.35, representing a 40.4% increase compared to ¥16,679,214.49 in Q1 2024[19] - Basic and diluted earnings per share for Q1 2025 were both ¥0.0681, up from ¥0.0458 in Q1 2024[19] Cash Flow - The net cash flow from operating activities improved by 24.12%, with a net outflow of ¥32,522,621.44 compared to ¥42,861,565.86 in the same period last year[4] - Cash flow from operating activities for Q1 2025 showed a net outflow of ¥32,522,621.44, an improvement from a net outflow of ¥42,861,565.86 in Q1 2024[23] - Cash flow from investing activities for Q1 2025 resulted in a net outflow of ¥34,960,518.26, compared to a net outflow of ¥38,558,959.59 in Q1 2024[24] - Cash flow from financing activities for Q1 2025 generated a net inflow of ¥148,612,276.97, significantly higher than the net inflow of ¥27,590,343.64 in Q1 2024[24] - The ending cash and cash equivalents balance for Q1 2025 was ¥170,080,101.81, compared to ¥91,913,510.21 at the end of Q1 2024[24] Assets and Liabilities - Total assets at the end of the reporting period were ¥3,619,452,506.46, up 6.33% from ¥3,403,854,095.36 at the end of the previous year[5] - As of March 31, 2025, the company's total assets reached CNY 3,619,452,506.46, an increase from CNY 3,403,854,095.36 as of December 31, 2024, reflecting a growth of approximately 6.34%[13][15] - The total current liabilities increased to CNY 1,705,869,056.65 from CNY 1,495,783,717.99, marking an increase of around 14.05%[15] - The total liabilities increased to CNY 1,818,290,347.93 from CNY 1,626,085,883.18, indicating a growth of around 11.83%[15] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 45,246[8] - The largest shareholder, Jin Kun, holds 31.57% of the shares, amounting to 106,884,100 shares, with 23,000,000 shares pledged[9] Other Financial Metrics - The weighted average return on equity rose by 0.37 percentage points to 1.3859% compared to 1.0188% at the end of the previous year[4] - The net profit after deducting non-recurring gains and losses was ¥20,702,331.57, reflecting a 40.75% increase from ¥14,708,269.63 year-on-year[4] - The company's cash and cash equivalents increased to CNY 226,024,509.92 from CNY 149,894,619.21, representing a growth of about 50.73%[13] - Accounts receivable rose to CNY 612,512,102.82, up from CNY 606,775,864.88, indicating a slight increase of approximately 0.12%[13] - The company's total equity as of March 31, 2025, was CNY 1,801,162,158.53, compared to CNY 1,777,768,212.18 at the end of 2024, showing a growth of about 1.31%[15] - The company's inventory decreased slightly to CNY 520,733,169.43 from CNY 528,678,170.78, a decline of approximately 1.73%[13] - Short-term borrowings increased to CNY 886,350,892.80 from CNY 773,184,550.31, reflecting a rise of about 14.66%[15] - The company reported a decrease in long-term borrowings to CNY 46,692,627.78 from CNY 69,650,000.00, a reduction of approximately 32.88%[15] - The company's retained earnings rose to CNY 382,626,252.24 from CNY 359,566,167.86, an increase of approximately 6.03%[15] - Research and development expenses for Q1 2025 were ¥21,588,681.25, slightly down from ¥22,754,307.93 in Q1 2024[18] - Tax expenses for Q1 2025 amounted to ¥4,340,187.53, an increase from ¥3,457,412.52 in Q1 2024[18]

北特科技（603009）公告，2025年第一季度营收为5.42亿元，同比增长10.73%；净利润为2306.01万 元，同比增长40.31%。 ...

Group 1 - Shanghai Guangyu Zhiyuan Science and Trade Co., Ltd. has been established with a registered capital of 500,000 yuan [1] - The legal representative of the company is Li Laihu [1] - The business scope includes sales of refrigeration and air conditioning equipment, gas compression machinery, gas and liquid separation and purification equipment, wholesale of auto parts, and sales of new energy prime mover equipment [1] Group 2 - The company is jointly held by Shanghai Beite Guangyu New Energy Technology Co., Ltd. and other entities under Beite Technology (603009) [1]

证券时报·数据宝统计，截至今日下午收盘，上证综指3296.36点，收于半年线之下，涨跌幅-0.10%，A 股总成交额为12624.62亿元。到目前为止，今日有176只A股价格突破了半年线，其中乖离率较大的个股 有吉冈精密、威贸电子、三木集团等，乖离率分别为13.55%、10.89%、9.55%；戴维医疗、冰轮环境、 宁波联合等个股乖离率较小，刚刚站上半年线。 4月23日突破半年线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 半年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 836720 | 吉冈精 | 17.26 | 32.45 | 19.57 | 22.22 | 13.55 | | | 密 | | | | | | | 833346 | 威贸电 子 | 13.71 | 21.99 | 27.00 | 29.94 | 10.89 | | 000632 | 三木集 团 | 10.03 | 8.19 | 3.71 | 4.06 | ...

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法律责任。 重要内容提示： ● 投资者可于2025年4月21日(星期一)至4月25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touzizhe@beite.net.cn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。 上海北特科技股份有限公司（以下简称"公司"）已于2025年2月28日披露了公司2024年年度报告，并将 于2025年4月25日披露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年度和2025 年第一季度经营成果、财务状况，公司计划于2025年4月28日11:00-12:00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。 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年度和2025年第一季度的经营成果及财务指标 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 ...

证券代码：603009 证券简称：北特科技 公告编号：2025-024 上海北特科技股份有限公司 关于召开 2024 年度 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 和 2025 年第一季度的经营成果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 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： 会议召开时间：2025 年 4 月 28 日(星期一) 11:00-12:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 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 21 日(星期一)至 4 月 25 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 touzizhe@beite.net.cn 进行提问。公司将在说明会上 对投资者普遍 ...

Investment Rating - The report indicates a strong investment outlook for the automotive sector, particularly in the areas of advanced driving and humanoid robotics, driven by technological advancements and market dynamics [3][7]. Core Insights - Embodied intelligence is identified as the strongest industrial trend in the automotive sector, with smart driving and humanoid robots being the two key directions [3]. - The report forecasts a significant increase in the penetration rate of advanced driving systems, expected to exceed 15% by 2025, with a year-on-year growth of 200% [3][10]. - The supply chain for smart driving components, including chips and lidar, is highlighted as a high-value investment area due to its explosive growth potential [4][27]. Summary by Sections Advanced Driving - Advanced driving is entering a phase of explosive growth, with a projected penetration rate of over 70% in the next 2-3 years [3]. - The report emphasizes the importance of the Tier0.5 model versus full-stack self-research in data acquisition and customer response speed, with full-stack self-research expected to gain a competitive edge [3][20]. - The Robotaxi segment is anticipated to reach a tipping point by 2025, with operational costs aligning with traditional ride-hailing services [3][26]. Humanoid Robotics - The humanoid robotics sector is on the verge of commercialization, with significant advancements expected by 2025, particularly in high-cost scenarios [5][35]. - The report identifies key components such as dexterous hands and sensors as critical to the humanoid robotics supply chain, with high average selling prices (ASP) and barriers to entry [5][48]. - The Chinese supply chain is expected to rise significantly, contributing to the cost reduction and mass production of humanoid robots [5][48]. Supply Chain Dynamics - The report highlights the increasing penetration and localization rates of smart driving chips, with Nvidia and Tesla leading the market [27][29]. - The laser radar market is also projected to see significant growth, with major players like Hesai and RoboSense capturing substantial market shares [31][33]. - The anticipated reduction in costs for smart driving systems is expected to make advanced driving features standard in vehicles priced above 200,000 RMB by 2025 [30][34].

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。 证券代码：603009 证券简称：北特科技 公告编号：2025-023 上海北特科技股份有限公司 关于2022年股票期权激励计划部分股票期权注销完成的公告 上海北特科技股份有限公司董事会 二○二五年四月三日 上海北特科技股份有限公司（以下简称"北特科技"或"公司"）于 2025 年 3 月 28 日召开第五届董事会第十八次会议和第五届监事会第十七次会议，审 议并通过了《关于注销 2022 年股票期权激励计划部分股票期权的议案》，具体 内容详见公司于 2025 年 3 月 29 日在上海证券交易所网站（www.sse.com.cn）上 披露的《北特科技关于注销 2022 年股票期权激励计划部分股票期权的公告》。 公司本次注销股票期权数量为 321.3 万份，涉及人数 146 人（均为首次授予 激励对象）。近日，经公司申请，中国证券登记结算有限责任公司上海分公司审 核确认，公司已完成上述股票期权的注销事宜。 本次注销的部分股票期权尚未行权，注销后不会对公司股本造成影响，注销 事项符合 ...