江苏必得科技股份有限公司2025 年半年度报告 公司代码：605298 公司简称：必得科技 江苏必得科技股份有限公司 2025 年半年度报告 1 / 167 江苏必得科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，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。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人王坚群、主管会计工作负责人张雪坚及会计机构负责人（会计主管人员）张雪 坚声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的未来计划、发展战略等前瞻性陈述不构成公司对投资者的实质承诺，投资者及相 关人士均应当对此保持足够的风险认识，并且应当理解计划、预测与承诺之间的差异。敬请投资 者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存 ...

证券代码：605298 证券简称：必得科技 公告编号：2025-035 江苏必得科技股份有限公司 关于公司 2025 年半年度募集资金存放与实际使用情 况的专项报告 根据上海证券交易所《上海证券交易所上市公司自律监管指引第 1 号——规 范运作》和《上海证券交易所上市公司自律监管指南第 1 号——公告格式》的规 定，将江苏必得科技股份有限公司（以下简称本公司或公司）2025 年半年度募 集资金存放与使用情况专项说明如下。 一、募集资金基本情况 （一）募集资金金额及资金到位时间 经中国证券监督管理委员会证监发行《关于核准江苏必得科技股份有限公司 首次公开发行股票的批复》（证监许可[2021]24 号）核准，本公司于 2021 年 2 月向社会公开发行人民币普通股（A 股）2700 万股，每股发行价为 15.99 元，应 募集资金总额为人民币 43,173.00 万元，根据有关规定扣除发行费用 3,973.00 万 元后，实际募集资金金额为 39,200.00 万元。该募集资金已于 2021 年 2 月到账。 上述资金到账情况业经容诚会计师事务所（特殊普通合伙）"容诚验字 [2021]230Z0036 号"《验资 ...

证券代码：605298 证券简称：必得科技 公告编号：2025-036 江苏必得科技股份有限公司 关于"提质增效重回报"行动方案 2025 年半年度 评估报告 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。 为深入贯彻党的二十大和中央金融工作会议精神，落实国务院《关于进一步 提高上市公司质量的意见》要求，积极响应上海证券交易所《关于开展沪市公司 "提质增效重回报"专项行动的倡议》，践行"以投资者为本"的理念，进一步 推动江苏必得科技股份有限公司（以下简称"公司"）高质量发展和投资价值提 升，保护投资者尤其是中小投资者合法权益，履行公司社会责任和义务，公司于 2024 年 12 月 31 日披露了《"提质增效重回报"行动方案》。 自行动方案发布以来，公司积极开展和落实有关工作，并取得阶段性的成效 和进展。为维护公司全体股东利益，践行"以投资者为本"的上市公司发展理念， 公司对《"提质增效重回报"行动方案》的执行情况进行了评估，现将主要进展 及工作成果报告如下： 公司历来重视产品与技术创新，建立了完善的创新机制。公司从组织架构、 ...

证券代码：605298 证券简称：必得科技 公告编号：2025-037 江苏必得科技股份有限公司 重要内容提示： 会议召开时间：2025 年 9 月 9 日 （星期二） 13:00-14:00 关于召开 2025 年半年度业绩说明会的公告 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/） 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。 会议召开方式：上证路演中心网络互动 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 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 （一） 会议召开时间：2025 年 9 月 9 日（星期二）13:00-14:00 投资者可于 2025 年 9 月 2 日（星期二）至 9 月 8 日（星期一）16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 ...

必得科技公告，2025年上半年营业收入2.13亿元，同比增长17.06%。净利润2247.51万元，同比增长 147.04%。 ...

Group 1: AI Medical - Ping An Good Doctor's stock surged by 6.99% on August 26, with its price doubling in the past month. The company reported an AI product system "7+N+1" with an accuracy rate of approximately 98% for AI-assisted consultations and nearly 80% for complex disease treatment plans [4] - The average service cost for family doctors decreased by about 52% due to AI assistance, and operational efficiency improved by around 50% [4] Group 2: Artificial Intelligence Policy - The State Council released an opinion on August 26 to implement the "Artificial Intelligence+" initiative, aiming for over 70% application penetration of new intelligent terminals and agents by 2027, and over 90% by 2030 [5] - The initiative includes building national AI application pilot bases and promoting the transformation of software and information service companies [5] Group 3: 5.5G Development - The Ministry of Industry and Information Technology is expected to issue the second batch of millimeter-wave private network frequency licenses, with more companies anticipated to receive licenses by the end of the year [6] - This issuance indicates the maturity of the domestic millimeter-wave 5G industry chain and is expected to initiate a wave of innovation in the sector [7] Group 4: Gaming Industry - The National Press and Publication Administration approved 173 games in August 2025, setting a new record for the year, including 166 domestic and 7 imported games [9] - The gaming market is projected to maintain long-term optimistic growth, with the 3A game market expected to reach 13.3 billion yuan in 2025 and 16.9 billion yuan in 2026, with a CAGR of 35% anticipated from 2027 to 2028 [9] Group 5: Company Earnings - Cambrian reported a net profit of 1.038 billion yuan in the first half of 2025, compared to a loss of 530 million yuan in the same period last year [12] - North Rare Earth's net profit surged by 1951.52% year-on-year to 931 million yuan in the first half of 2025 [12] - Light Media's net profit increased by 371.55% year-on-year to 2.229 billion yuan in the first half of 2025 [12]

Market Performance - On August 22, the rail transit equipment sector rose by 0.76% compared to the previous trading day, with Bidet Technology leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Individual Stock Performance - Bidet Technology (605298) closed at 23.79, with a gain of 7.99% and a trading volume of 109,200 shares, amounting to a transaction value of 253 million yuan [1] - Other notable performers included: - Quanta Technology (301048) at 13.26, up 2.79% [1] - Times Electric (688187) at 48.04, up 2.69% [1] - China Railway Materials (000927) at 2.80, up 1.45% [1] Capital Flow Analysis - The rail transit equipment sector experienced a net outflow of 310 million yuan from institutional investors, while retail investors saw a net inflow of 274 million yuan [2] - The capital flow for individual stocks showed: - Bidet Technology had a net inflow of 33.29 million yuan from institutional investors [3] - Quanta Technology had a net inflow of 22.53 million yuan from institutional investors [3] - China Railway Materials had a net inflow of 21.78 million yuan from institutional investors [3]

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Insights - The mechanical export sector shows steady growth, supported by low-altitude economic policies [2][3] - The domestic leading enterprises in the mechanical equipment sector maintain strong competitive advantages in both supply and demand [4] - The report highlights specific investment opportunities in low-altitude economy and mechanical equipment sectors [5] Weekly Market Review - From August 11 to August 15, 2025, the Shanghai Composite Index rose by 1.70%, the Shenzhen Component Index increased by 4.55%, and the ChiNext Index surged by 8.58%. The Shenwan Mechanical Equipment Index rose by 3.21%, outperforming the CSI 300 Index by 0.84 percentage points, ranking 8th among 31 Shenwan first-level industries [12] - Sub-sectors such as general equipment, specialized equipment, and automation equipment saw increases of 3.45%, 4.13%, and 5.45% respectively, while engineering machinery and rail transit equipment experienced slight declines [12][15] Key Sector Tracking Low-altitude Economy - The Yunnan provincial government has issued measures to support the healthy development of the low-altitude economy, including 15 specific initiatives aimed at enhancing safety supervision, supporting drone testing, and expanding international markets [3][21] - Shanghai plans to establish a low-altitude industry fund to encourage research institutions to set up project companies for technological breakthroughs [3] Mechanical Equipment - In July 2025, sales of various types of forklifts reached 118,605 units, a year-on-year increase of 14.4%. Domestic sales accounted for 69,700 units, up 14.3%, while exports totaled 48,905 units, up 14.5% [4] - For the first seven months of 2025, a total of 857,939 forklifts were sold, marking a 12% year-on-year increase, with domestic sales up 10.4% and exports up 15.1% [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [5]

截至2025年8月14日15时，必得科技股价报22.97元，较前一交易日下跌3.57%。当日开盘价为23.56元， 最高触及25.68元，最低下探至22.80元，振幅达12.09%。全天成交量为235717手，成交金额5.69亿元。 必得科技主营业务为轨道交通车辆配套产品的研发、生产与销售，主要产品包括车辆内饰、电气设备 等。公司产品广泛应用于高铁、地铁等轨道交通领域。 8月14日盘中，必得科技股价出现明显波动。早盘快速回调，9点37分报24.9元，5分钟内跌幅超2%；随 后又快速反弹，10点29分报24.2元，5分钟内涨幅超2%。 资金流向方面，8月14日主力资金净流出4007.30万元，占流通市值比例为0.94%。近五个交易日累计净 流出1192.64万元，占流通市值比例为0.28%。 风险提示：股市有风险，投资需谨慎。本文所载信息仅供参考，不构成投资建议。 ...

New Stock Listings - Zhigao Machinery listed on August 14, 2025, with an issuance price of 17.41[1] - China Shipbuilding (stock code: 600150) has a buyout request period from August 13 to August 15, 2025[1] - Shinke Co. (stock code: 002633) has a tender offer period from July 29 to August 27, 2025[1] Tender Offers and Mergers - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - China Heavy Industry (stock code: 601989) is involved in a merger announcement[1] Market Volatility - Longhua Technology (stock code: 603280) reported severe abnormal fluctuations[1] - Guochuang Gold Control (stock code: 002670) has been flagged for abnormal trading activity[1] - ST Keli Da (stock code: 600410) is also noted for significant price volatility[1]