Core Insights - The company reported a third-quarter revenue of 133 million, representing a year-on-year growth of 64.21% [1] - The net profit for the third quarter was 28.17 million, showing a significant year-on-year increase of 725.08% [1] - For the first three quarters, the total revenue reached 347 million, which is a year-on-year growth of 31.61% [1] - The net profit for the first three quarters was 50.64 million, reflecting a substantial year-on-year increase of 304.77% [1]

Core Insights - The rail transit equipment sector experienced a slight increase of 0.08% on October 28, with Lei Erwei leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Sector Performance - Lei Erwei (301016) saw a significant increase in closing price to 22.20, up 10.39%, with a trading volume of 118,800 shares and a transaction value of 259 million [1] - Other notable performers included Bid Technology (605298) with a closing price of 45.01, up 1.95%, and Tieda Technology (920541) at 15.49, up 1.31% [1] - The overall trading volume and transaction values for various companies in the sector were detailed, indicating active trading [1] Capital Flow - The rail transit equipment sector experienced a net outflow of 30.83 million from institutional investors, while retail investors saw a net outflow of 31.06 million [2] - Conversely, speculative funds recorded a net inflow of 61.89 million, indicating a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Bid Technology (605298) had a net inflow of 67.71 million from institutional investors, while it faced a net outflow of 82.53 million from retail investors [3] - Lei Erwei (301016) recorded a net inflow of 13.37 million from institutional investors but a net outflow of 27.41 million from retail investors [3] - The data reflects varying levels of investor confidence and activity across different stocks within the sector [3]

Core Insights - The rail transit equipment sector experienced a 1.17% increase on October 27, with Bid Technology leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Sector Performance - Bid Technology (605298) saw a closing price of 44.15, with a significant increase of 9.99% and a trading volume of 25,900 lots, amounting to 112 million yuan [1] - Xianghe Industrial (603500) closed at 13.46, up 8.11%, with a trading volume of 231,500 lots, totaling 302 million yuan [1] - Other notable performers included Times Electric (688187) with a 2.69% increase, China Communication Technology (688009) with a 2.04% increase, and several others showing modest gains [1] Capital Flow Analysis - The rail transit equipment sector experienced a net outflow of 25.98 million yuan from institutional investors, while retail investors saw a net inflow of 27.57 million yuan [2] - The detailed capital flow indicated that Bid Technology had a net inflow of 38.70 million yuan from institutional investors, while retail investors had a net outflow of 26.93 million yuan [3] - Xianghe Industrial also showed a net inflow of 15.57 million yuan from institutional investors, with retail investors experiencing a net outflow of 27.99 million yuan [3]

证券代码：605298 证券简称：必得科技 公告编号：2025-044 江苏必得科技股份有限公司 关于控股股东及一致行动人协议转让股份过户完成 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。 江苏必得科技股份有限公司（以下简称"必得科技""上市公司""公司"） 于 2025 年 10 月 24 日收到中国证券登记结算有限责任公司（以下简称"中登公 司"）出具的《过户登记确认书》，确认上市公司实际控制人王坚群、刘英及其 一致行动人王恺、王坚平、李碧玉协议转让给扬州鼎龙启顺股权投资合伙企业（有 限合伙）（以下简称"鼎龙启顺"）合计 56,167,150 股上市公司股份的过户登记 手续已于 2025 年 10 月 23 日办理完成。具体情况如下： 一、本次协议转让基本情况 2025 年 8 月 8 日，必得科技实际控制人王坚群、刘英及其一致行动人王恺、 王坚平、李碧玉，与鼎龙启顺签署了《股份转让协议》，王坚群、刘英、王恺、 王坚平、李碧玉拟向鼎龙启顺转让其持有上市公司合计 56,167,150 股股份，占上 市公司总股本的 ...

江苏必得科技股份有限公司 关于召开 2025 年第三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 11 月 4 日 （星期二） 13:00-14:00 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/） 证券代码：605298 证券简称：必得科技 公告编号：2025-045 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 11 月 4 日（星期二）13:00-14:00 1 （二） 会议召开地点：上证路演中心 （三） 会议召开方式：上证路演中心网络互动 三、 参加人员 董事长、总经理：王坚群 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 28 日 （星期二） 至 11 月 3 日 （星期一）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 zhangxuejian@bidekeji.co ...

Core Insights - The rail transit equipment sector experienced a slight increase of 0.05% on October 24, with Jiuzhou Yitui leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance Summary - Jiuzhou Yitui (688485) closed at 16.96, up 8.72% with a trading volume of 78,500 shares and a transaction value of 128 million yuan [1] - Xianghe Industrial (603500) closed at 12.45, up 4.18% with a trading volume of 151,700 shares and a transaction value of 187 million yuan [1] - Gongda Gaoke (688367) closed at 21.93, up 3.59% with a trading volume of 20,100 shares and a transaction value of 43.49 million yuan [1] - Bidetech (605298) closed at 40.14, up 3.19% with a trading volume of 32,300 shares and a transaction value of 128 million yuan [1] - Yonggui Electric (300351) closed at 17.65, up 3.16% with a trading volume of 161,700 shares and a transaction value of 282 million yuan [1] - Other notable performers include Jiaokong Technology (688015) and Times New Materials (600458), with increases of 2.05% and 1.85% respectively [1] Capital Flow Analysis - The rail transit equipment sector saw a net inflow of 48.06 million yuan from institutional investors, while retail investors experienced a net outflow of 57.13 million yuan [2] - Major stocks with significant net inflows include Yonggui Electric (300351) with 31.83 million yuan and Xianghe Industrial (603500) with 19.05 million yuan [3] - Conversely, stocks like China Iron & Steel (000927) and China Railway Industry (600528) faced net outflows of 2.13% and 1.27% respectively [2][3]

Core Viewpoint - The announcement details the share reduction results of Jiangsu Bid Technology Co., Ltd.'s board members and senior management, specifically focusing on the shareholding status and the implementation of the reduction plan [1]. Group 1: Shareholding Status - Mr. He Ming, the company's director and deputy general manager, holds 380,000 shares of the company, which includes 146,000 unrestricted shares and 234,000 restricted shares, accounting for 0.2023% of the total shares [1]. Group 2: Reduction Plan Implementation - The reduction plan was disclosed on September 12, 2025, allowing Mr. He Ming to reduce his holdings by up to 87,500 shares, representing 0.0466% of the total share capital, through centralized bidding within two months after the announcement [1]. - As of the date of the announcement, the reduction plan has been fully implemented [3]. - The actual reduction was consistent with the previously disclosed reduction plan, and the minimum reduction quantity was achieved [3].

Group 1 - Company Bidet Technology (SH 605298) announced that its director and deputy general manager, He Ming, reduced his shareholding by 87,500 shares, accounting for 0.0466% of the total shares, between October 13 and October 14 [1] - As of the announcement date, the share reduction plan has been completed [1] - The current market capitalization of Bidet Technology is 7.4 billion yuan [3] Group 2 - For the year 2024, Bidet Technology's revenue composition is as follows: urban rail vehicles account for 97.24%, while other businesses make up 2.76% [2]

证券代码：605298 证券简称：必得科技 公告编号：2025-043 江苏必得科技股份有限公司 董事、高级管理人员减持股份结果公告 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： 上述减持主体无一致行动人。 二、减持计划的实施结果 (一)董事、高级管理人员因以下事项披露减持计划实施结果： 董事、高级管理人员持股的基本情况 公司董事、副总经理何明先生持有公司人民币普通股 380,000 股（其中无限 售条件流通股份 146,000 股，有限售条件的股份 234,000 股），占公司股份总数 的 0.2023%，上述股份来源于 2023 年限制性股票激励计划获授取得。 减持计划的实施结果情况 2025 年 9 月 12 日，公司披露了《江苏必得科技股份有限公司董事、高级管 理人员减持股份计划公告》（公告编号：2025-040）（以下简称"《减持计划》"）。 自减持计划公告披露之日起 15 个交易日后的 2 个月内，何明先生以集中竞价交 易方式减持公司股份不超过 87,500 股，占公司总股本比例 0.0 ...

Core Viewpoint - The rail transit equipment sector experienced a slight decline of 0.09% on October 14, with major losses led by Bid Technology, while the overall market indices also fell, with the Shanghai Composite Index down 0.62% and the Shenzhen Component Index down 2.54% [1] Group 1: Market Performance - The rail transit equipment sector's performance was mixed, with individual stocks showing varied results, such as Weiao Co. rising by 1.71% and Bid Technology falling by 4.77% [1][2] - The trading volume for the sector was significant, with China Railway Materials achieving a transaction amount of 220 million yuan [1] Group 2: Capital Flow - The rail transit equipment sector saw a net outflow of 123 million yuan from main funds, while retail investors contributed a net inflow of 51.53 million yuan [2][3] - Major stocks like China Communication Signal and China Railway Materials experienced notable net inflows from main funds, indicating selective interest despite the overall outflow [3]