证券代码：605298 证券简称：必得科技 公告编号：2025-029 江苏必得科技股份有限公司 董事、高级管理人员集中竞价减持股份结果公告 本公司董事会、全体董事及相关股东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： 董事、高级管理人员持股的基本情况 本次减持计划实施前，江苏必得科技股份有限公司（以下简称"公司"、"必 得科技"）董事、副总经理，财务总监、董事会秘书张雪坚女士持有公司人民币 普通股 234,000 股（其中无限售条件流通股份 93,600 股，有限售条件的股份 140,400 股），占公司股份总数的 0.1246%，上述股份来源于 2023 年限制性股票 激励计划获授取得。 公司董事、副总经理何明先生持有公司人民币普通股 390,000 股（其中无限 售条件流通股份 156,000 股，有限售条件的股份 234,000 股），占公司股份总数的 0.2076%，上述股份来源于 2023 年限制性股票激励计划获授取得。 公司董事夏帮华先生持有公司人民币普通股 130,000 股（其中无限售条件流 通股份 52,000 ...

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： 以上。 证券代码：605298 证券简称：必得科技 公告编号：2025-028 江苏必得科技股份有限公司 （二）每股收益：0.05元 万元到 2,500.00 万元，与上年同期相比，将增加 890.22 万元到 1,590.22 万元， 同比增加 97.85%到 174.79%。 净利润为 1,717.84 万元到 2,417.84 万元，与上年同期相比，将增加 862.49 万元 到 1,562.49 万元，同比增加 100.83%到 182.67%。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 经财务部门初步测算，公司预计 2025 年上半年实现归属于上市公司股东的 净利润为 1,800.00 万元到 2,500.00 万元，与上年同期相比，将增加 890.22 万元 到 1,590.22 万元，同比增加 97.85%到 174.79%。 公司预计 2025 年上半年实现归属于上市公司股东的扣除非经常性损益的净 利润为 1,717.84 万元 ...

Jiangsu Bide Technology Co., Ltd. 2025 Semi-Annual Performance Pre-Increase Announcement [Key Highlights](index=1&type=section&id=重要内容提示) The company forecasts a significant increase in net profit attributable to shareholders for H1 2025, with a year-on-year growth range of 97.85% to 174.79% 2025 H1 Estimated Performance | Indicator | 2025 H1 Estimated Amount | Year-on-Year Growth | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 18.00 million - 25.00 million CNY | 97.85% - 174.79% | | Net Profit Attributable to Shareholders Excluding Non-Recurring Items | 17.1784 million - 24.1784 million CNY | 100.83% - 182.67% | [Details of Current Period Performance Forecast](index=1&type=section&id=一、本期业绩预告情况) Based on preliminary estimates, the company expects H1 2025 net profit attributable to shareholders to range from 18.00 million to 25.00 million CNY Current Period Performance Forecast (Unaudited) | Performance Indicator | Estimated Amount (CNY) | Year-on-Year Change | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 18.00 million - 25.00 million CNY | Increase by 8.9022 million - 15.9022 million CNY (97.85% - 174.79%) | | Net Profit Excluding Non-Recurring Items | 17.1784 million - 24.1784 million CNY | Increase by 8.6249 million - 15.6249 million CNY (100.83% - 182.67%) | - This performance forecast data is unaudited by certified public accountants[2](index=2&type=chunk) [Prior Period Performance Review](index=1&type=section&id=二、上年同期业绩情况) H1 2024 saw net profit attributable to shareholders of 9.0978 million CNY and basic earnings per share of 0.05 CNY, serving as the comparison base 2024 H1 Performance (Comparison Base) | Indicator (Jan-Jun 2024) | Amount/Value | | :--- | :--- | | Net Profit Attributable to Shareholders | 9.0978 million CNY | | Net Profit Excluding Non-Recurring Items | 8.5535 million CNY | | Total Profit | 11.1166 million CNY | | Earnings Per Share | 0.05 CNY | [Analysis of Performance Pre-Increase Reasons](index=2&type=section&id=三、本期业绩预增主要原因) Performance growth is primarily driven by increased high-speed rail supporting business, expanding scale and optimizing product structure - The primary reason for performance growth is the increase in the company's high-speed rail supporting business during the reporting period[4](index=4&type=chunk) - Business growth led to optimized product structure, thereby enhancing the company's net profit for the current period[4](index=4&type=chunk) [Risk Warning and Statement](index=2&type=section&id=四、风险提示) This performance forecast is preliminary and unaudited, with final accurate data subject to the officially disclosed semi-annual report - This performance forecast is a preliminary calculation by the company's financial department and has not yet been audited by certified public accountants[5](index=5&type=chunk) - The company declares no significant uncertainties exist that could affect the accuracy of this performance forecast[5](index=5&type=chunk) - The final accurate financial data will be based on the company's officially disclosed 2025 semi-annual report, reminding investors to be aware of investment risks[6](index=6&type=chunk)

Core Viewpoint - The company, Bidetech (605298), expects a significant increase in net profit for the first half of 2025 compared to the same period last year, indicating strong financial performance and growth potential [1] Financial Performance - The company anticipates a net profit attributable to shareholders ranging from 18 million to 25 million yuan for the first half of 2025, representing an increase of 8.9022 million to 15.9022 million yuan year-on-year, which translates to a growth of 97.85% to 174.79% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 17.1784 million and 24.1784 million yuan, with an increase of 8.6249 million to 15.6249 million yuan compared to the same period last year, reflecting a year-on-year growth of 100.83% to 182.67% [1]

智通财经APP获悉，7月7日共有30家上市公司的限售股解禁，解禁总市值约156.57亿元。 今日具体限售解禁股情况如下： | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 厦门信达 | 000701 | 股权激励限售流通 | 453.78万 | | 钱江摩托 | 000913 | 股权激励限售流通 | 11.75万 | | 神火股份 | 000933 | 股权激励限售流通 | 519.92万 | | 厦门象屿 | 600057 | 股权激励限售流通 | 2833.65万 | | 内蒙一机 | 600967 | 股权激励限售流通 | 20.63万 | | 博威合金 | 601137 | 股权激励限售流通 | 72万 | | 科博达 | 603786 | 股权激励限售流通 | 154.24万 | | 建科股份 | 301115 | 股权激励限售流通 | 9万 | | 金河生物 | 002688 | 股权激励限售流通 | 641.1万 | | 天铁股份 | 300587 | 股权激励限售流通 | 210.44万 | | 盛帮股份 | 301233 ...

Core Viewpoint - The recent financial performance of Bidetech has raised concerns, particularly following the inquiry from the Shanghai Stock Exchange regarding the significant decline in operating cash flow for the year 2024 [1][2]. Group 1: Financial Performance - Bidetech's revenue surged from 49.52 million to 77.99 million from 2022 to 2024, with net profit increasing from 9.21 million to 14.49 million, achieving an excess completion rate of 130% during the performance commitment period [2]. - However, post-commitment, revenue plummeted by 17.8% to 64.05 million in 2024, with a further decline of 11.54% in Q1 2025, and net profit decreased by 20.77% [2]. - The primary cause of this revenue fluctuation is attributed to high customer concentration, with over 98% of revenue coming from Beijing Metro and its subsidiaries [2]. Group 2: Cash Flow and Financial Health - The operating cash flow for 2024 deteriorated to -50.16 million, marking a 145% increase in the negative gap over two consecutive years [3]. - Cash reserves decreased by 57.37% compared to the end of 2023, while accounts receivable surged by 33.88% to 450 million, accounting for 93% of revenue [3]. - The change in customer payment terms, extending from a 30-day settlement period to 3-6 months, has exacerbated cash flow issues, as the company continues to prepay suppliers [3]. Group 3: Goodwill and Financial Adjustments - Bidetech has adjusted parameters in its goodwill impairment testing, increasing the projected revenue growth rate from 1%-2% to 5%-10%, while simultaneously lowering the profit margin from 20.0%-21.8% to 17.1%-20.6% [2]. - This contradictory adjustment has raised suspicions of financial maneuvers aimed at delaying impairment pressure [2]. - Additionally, the company has paid 4.01 million in excess performance bonuses to the original shareholders of Jing Tang Dexin, with 50% of this amount already disbursed by May 2025, impacting profit directly [3].

Group 1 - The core viewpoint of the news is the response of Jiangsu Bid Technology Co., Ltd. to the regulatory inquiry regarding its 2024 annual report, highlighting the company's acquisition of Jing Tang Dexin and its performance metrics [1][2][3] - Jiangsu Bid Technology received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, prompting a detailed response from the auditing firm [1] - The company acquired 100% equity of Jing Tang Dexin, which specializes in the design and maintenance of subway automatic door systems, with performance commitments set for 2022 to 2024 [2][3] Group 2 - Jing Tang Dexin's main business model includes the sale of spare parts and maintenance services, with a focus on subway vehicle door systems [4][5] - The revenue recognition policy involves recognizing income upon delivery and acceptance of goods, with specific conditions for installation [5] - Key financial indicators from 2021 to 2024 show a significant increase in revenue and net profit, with total revenue reaching 6,404.57 million yuan in 2024 [6][9] Group 3 - The urban rail transit industry in China has shown substantial growth, with 58 cities operating 361 lines and a total operating mileage of 12,160.77 kilometers by the end of 2024 [7] - The maintenance industry is expected to continue growing, driven by the increasing demand for safety and reliability in subway door systems [8][13] - Jing Tang Dexin's performance during the commitment period was significantly enhanced due to increased demand and a stable customer base, primarily consisting of state-owned enterprises [9][14] Group 4 - The company has a substantial order backlog of approximately 99.43 million yuan as of the end of 2024, indicating a strong future revenue stream [13][19] - The decline in revenue for 2024 is attributed to the completion of major orders, particularly from the Beijing Subway Operations Company [11][14] - The company anticipates continued growth in the maintenance sector as urban rail networks expand and enter high-frequency maintenance phases [13][19] Group 5 - The excess performance rewards for Jing Tang Dexin's original shareholders are structured to incentivize management and are calculated based on net profit exceeding set targets [15][16] - The accounting treatment for these rewards is classified as future period costs, impacting the consolidated net profit of Jiangsu Bid Technology [15][16] - The goodwill impairment testing for Jing Tang Dexin indicates that the projected revenue growth rate has been adjusted to 5%-10%, reflecting a positive outlook for future performance [16][19]

关于江苏必得科技股份有限公司 2024 年年度报告的信息披露 监管问询函的回复 容诚专字[2025]230Z1620 号 容诚会计师事务所(特殊普通合伙) 中国·北京 容诚会计师事务所(特殊普通合伙) 总所：北京市西城区阜成门外大街 22 号 1 幢 10 层 1001-1 至 1001-26 (100037) TEL:010-6600 1391 FAX:010-6600 1392 E-mail:bj@rsmchina.com.cn https://www.rsm.global/china/ 关于江苏必得科技股份有限公司 2024 年年度报告的信息披露 监管问询函的回复 容诚专字[2025]230Z1620 号 上海证券交易所上市公司管理一部： 江苏必得科技股份有限公司（以下简称"必得科技"或"公司"）于 2025 年 5 月 29 日收到贵部发出的《关于江苏必得科技股份有限公司 2024 年年度报告的 信息披露监管问询函》（上证公函【2025】0666 号）（以下简称《问询函》）。 收到《问询函》后，容诚会计师事务所（特殊普通合伙）（以下简称"年审会计 师"）对问询函中提到的问题进行了认真核查并逐项进行了回 ...

证券代码：605298 证券简称：必得科技 公告编号：2025-027 关于公司 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。 江苏必得科技股份有限公司（以下简称"公司"、"必得科技"）于 2025 年 5 月 29 日收到《上海证券交易所关于江苏必得科技股份有限公司 2024 年年度报告 的信息披露监管问询函》（上证公函【2025】0666 号）（以下简称《问询函》）。 根据《问询函》的要求，公司会同容诚会计师事务所（特殊普通合伙）（以下简 称"年审会计师"）对问询函中提到的问题进行了认真核查并逐项进行了回复说明， 现就《问询函》内有关事项回复如下： （如无特殊说明，本回复中金额单元为万元，若合计数与各分项数值相加之 和在尾数上存在差异均为四舍五入所致。） 一、关于收购标的 问题 1、关于京唐德信。 2022 年 12 月，公司收购北京京唐德信轨道设备有限公司（以下简称京唐德 信）100%股权。京唐德信主要从事地铁轻轨自动门系统设计、维修等业务，2021 年至 2024 ...

Group 1: Solid-State Battery Sector - Nord Shares experienced a 10.12% increase over three consecutive days, attributed to solid-state battery developments [3] - Xiangtan Electric Chemical saw a first board increase of 10.05%, also linked to solid-state battery advancements [3] - Fengyuan Shares had a first board rise of 10.03%, driven by solid-state battery news [3] - Haike New Source achieved a first board increase of 20.02%, related to solid-state battery technology [3] - Keheng Shares recorded an 11.68% rise, associated with solid-state battery innovations [3] Group 2: Robotics Sector - Kaiwang Technology had a first board increase of 20.01%, driven by robotics and connectivity [5] - Rongtai Shares saw a first board rise of 10.01%, linked to robotics [5] - Baoxin Technology experienced a first board increase of 10.00%, attributed to robotics developments [5] - Jiangsu Leili recorded an 11.98% rise, associated with robotics [5] - Shuanglin Shares had a 10.06% increase, also related to robotics [5] Group 3: AI and Chip Industry - Guojin Securities reported that Nvidia's GB200/300 is actively increasing orders, predicting explosive growth for ASICs in 2025 and 2026, with many AI-PCB companies experiencing strong orders [6] - Marvell revised its data center and AI ASIC target share, increasing the total addressable market (TAM) for data centers to $94 billion by 2028, up from $75 billion, and for AI custom chips (ASIC) to $54 billion, up from $43 billion [9] Group 4: Oil and Gas Services - Reports indicate that U.S. officials are preparing for potential strikes on Iran, which may impact the oil and gas sector [11] Group 5: Digital Currency - Circle, the first stock of stablecoins, surged over 33% in the overnight market, closing at $199.59, which is more than 540% above its issue price of $31 [13] Group 6: Market Focus Stocks - Dongxin Peace saw a 10.02% increase over nine days, with six consecutive boards [18] - Zhun Oil Shares recorded a 9.96% rise over five consecutive boards [12] - Shandong Molong experienced a 10.00% increase over five consecutive boards [12]