本资产评估报告依据中国资产评估准则编制 交控科技股份有限公司拟房产承租所涉及 北京交控硅谷科技有限公司持有的丰台区智成北街 三号院28,241.77㎡写字楼租金市场价值 平估报告 中天华资评报字[2025]第11282号 (共一册,第一册) 北京中j 灵贡任公 中国资产评估协会 资产评估业务报告备案回执 | 报告编码: | 1111020122202501148 | | | --- | --- | --- | | 合同编号: | 中天华合同字[2025]第P1202号 | | | 报告类型: | 非法定评估业务资产评估报告 | | | 报告文号: | 中天华资评报字[2025]第11282号 | | | 报告名称: | 交控科技股份有限公司拟房产承租所涉及北京交控硅谷科技有限 公司持有的丰台区智成北街三号院28,241.77㎡写字楼租金市场价 | | | | 值资产评估报告 | | | 评估结论: | 36,678,100.00元至42,968,900.00元 | | | 评估报告日: | 2025年08月26日 | | | 评估机构名称: | 北京中天华资产评估有限责任公司 | | | 签名人员: | 王喜 ...

格隆汇9月10日丨交控科技(688015.SH)公布，公司拟与第一大股东北京市基础设施投资有限公司（以下 简称"京投公司"）的全资子公司北京交控硅谷科技有限公司（以下简称"交控硅谷"）签订房屋租赁合 同，承租交控硅谷产权房产一处，租期五年。承租价格参照具有相关资产评估业务资质的评估机构评估 价格协商确定，承租期间租金、物业费总额不超过2.37亿元（不含保证金：1,169.15万元）。本次交易 为公司续租日常生产经营办公场所，公司于2020年7月15日披露的《关于公司与北京交控硅谷科技有限 公司签署房屋租赁合同暨关联交易公告》显示，公司承租该房产5年期间租金总额不超过2.18亿元（含 物业费），其中含免租期7个月。剔除免租期的影响，本次续租与上次承租租金无重大差异。 ...

Core Viewpoint - The company, Jiaokong Technology (688015.SH), plans to sign a five-year lease agreement with its largest shareholder, Beijing Infrastructure Investment Co., Ltd., through its wholly-owned subsidiary, Beijing Jiaokong Silicon Valley Technology Co., Ltd. [1] Group 1: Lease Agreement Details - The total rental and property management fees during the lease period will not exceed 237 million yuan (excluding a security deposit of 11.6915 million yuan) [1] - The current lease is a renewal of a previous agreement disclosed on July 15, 2020, which had a total rental amount not exceeding 218 million yuan (including property management fees) for a five-year period, with a seven-month rent-free period included [1] - Excluding the impact of the rent-free period, there is no significant difference in rental costs between the current lease and the previous one [1]

Market Overview - The rail transit equipment sector experienced a slight decline of 0.1% on September 10, with Times New Material leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Individual Stock Performance - Notable gainers in the rail transit equipment sector included: - Railway Technology (301016) with a closing price of 23.20, up 9.13% and a trading volume of 206,000 shares, totaling 467 million yuan [1] - Traffic Control Technology (688015) closed at 25.01, up 5.48% with a trading volume of 66,300 shares, totaling 163 million yuan [1] - Dinghan Technology (300011) closed at 8.46, up 2.67% with a trading volume of 188,600 shares, totaling 158 million yuan [1] - Conversely, Times New Material (600458) saw a decline of 3.02%, closing at 14.46 with a trading volume of 149,200 shares, totaling 217 million yuan [2] - Other notable decliners included: - Bid Technology (605298) down 2.12% to 42.99 with a trading volume of 157,700 shares, totaling 679 million yuan [2] - Kanni Electromechanical (603111) down 1.76% to 7.82 with a trading volume of 177,100 shares, totaling 138 million yuan [2] Capital Flow Analysis - The rail transit equipment sector saw a net outflow of 169 million yuan from institutional investors, while retail investors contributed a net inflow of 38.63 million yuan [2] - Key stocks with significant capital flow included: - Railway Technology (301016) with a net outflow of 24.22 million yuan from institutional investors [3] - Times Electric (688187) recorded a net inflow of 21.17 million yuan from institutional investors [3] - Traffic Control Technology (688015) had a net inflow of 20.85 million yuan from institutional investors [3]

9月10日，交控科技盘中上涨2.07%，截至10:51，报24.20元/股，成交4310.42万元，换手率0.96%，总市 值45.66亿元。 资金流向方面，主力资金净流入281.24万元，大单买入1042.46万元，占比24.18%，卖出761.22万元，占 比17.66%。 交控科技所属申万行业为：机械设备-轨交设备Ⅱ-轨交设备Ⅲ。所属概念板块包括：激光雷达、融资融 券、华为概念、元宇宙概念、低空经济等。 交控科技今年以来股价涨23.47%，近5个交易日涨4.54%，近20日涨8.04%，近60日涨20.94%。 资料显示，交控科技股份有限公司位于北京市丰台区智成北街3号院交控大厦1号楼1层101室，成立日期 2009年12月4日，上市日期2019年7月22日，公司主营业务涉及是以具有自主知识产权的CBTC技术为核 心,专业从事城市轨道交通信号系统的研发、关键设备的研制、系统集成以及信号系统总承包、维保维 护服务及其他相关技术服务等。主营业务收入构成为：城轨新线78.46%，零星销售9.47%，维保维护服 务8.71%，城轨改造2.85%，其他(补充)0.23%，重载铁路0.23%，低空业务0.04%。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605298 | 必得科技 | 43.92 | 9.99% | 7.59万 | 3.27亿 | | 301016 | 雷尔伟 | 21.26 | 3.86% | 16.10万 | 3.33亿 | | 688367 | 工大高科 | 21.16 | 2.12% | 4.51万 | 9326.23万 | | 603111 | 康尼机电 | 7.96 | 1.66% | - 33.34万 | 2.64亿 | | 000927 | 中国铁物 | 2.69 | 0.37% | 43.46万 | 1.17亿 | | 688485 | 九州一轨 | 13.62 | 0.29% | 2.48万 | 3383.85万 | | 601766 | 中国中车 | 7.61 | -0.13% | 95.39万 | 7.26亿 | | 000008 | 神州高铁 | 2.82 | -0.35% | 36.15万 | 1.02亿 | | 300851 | 交大思诺 | 27.9 ...

Core Insights - The rail transit equipment sector experienced a 1.24% increase on September 5, with Lei Erwei leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Sector Performance - Lei Erwei (301016) saw a closing price of 19.14, with a significant increase of 10.32% and a trading volume of 119,600 shares, amounting to a transaction value of 221 million yuan [1] - Bidetech (605298) also rose by 10.00% to close at 36.30, with a trading volume of 54,600 shares and a transaction value of 190 million yuan [1] - Other notable performers included Times New Materials (600458) with a 7.79% increase, closing at 15.35, and Industrial High-Tech (688367) with a 6.83% increase, closing at 20.17 [1] Capital Flow - The rail transit equipment sector saw a net inflow of 195 million yuan from institutional investors, while retail investors experienced a net outflow of 129 million yuan [1] - The capital flow data indicates that Times New Materials (600458) had a net inflow of 83.78 million yuan from institutional investors, despite a net outflow of 40.05 million yuan from retail investors [2] - China CNR Corporation (601766) also reported a net inflow of 51.92 million yuan from institutional investors, with retail investors showing a net outflow of 42.70 million yuan [2]

9月5日，交控科技涨5.46%，截至发稿，报23.57元/股，成交5646.75万元，换手率1.30%，总市值44.47 亿元。 资料显示，交控科技股份有限公司位于北京市丰台区智成北街3号院交控大厦1号楼1层101室，成立日期 2009年12月4日，上市日期2019年7月22日，公司主营业务涉及是以具有自主知识产权的CBTC技术为核 心,专业从事城市轨道交通信号系统的研发、关键设备的研制、系统集成以及信号系统总承包、维保维 护服务及其他相关技术服务等。主营业务收入构成为：城轨新线78.46%，零星销售9.47%，维保维护服 务8.71%，城轨改造2.85%，其他(补充)0.23%，重载铁路0.23%，低空业务0.04%。 鹏华智投数字经济混合A（020086）基金经理为苏俊杰。 截至发稿，苏俊杰累计任职时间7年220天，现任基金资产总规模197.79亿元，任职期间最佳基金回报 74.66%， 任职期间最差基金回报-21.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议 ...

Market Overview - The rail transit equipment sector experienced a decline of 1.52% on September 3, with Xianghe Industrial leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Bidetech (605298) saw an increase of 4.15% in its closing price at 34.89, with a trading volume of 82,800 shares and a transaction value of 287 million [1] - Xianghe Industrial (603500) reported a significant decline of 7.56%, closing at 10.76, with a trading volume of 326,800 shares and a transaction value of 357 million [2] - Other notable performers included Gongda High-Tech (688367) with a 1.81% increase and a closing price of 18.60, and Kani Electromechanical (603111) with a 1.17% increase, closing at 7.77 [1] Capital Flow Analysis - The rail transit equipment sector experienced a net outflow of 157 million from institutional investors, while retail investors saw a net inflow of 45.79 million [2] - The main capital inflow was observed in Xianghe Industrial, with a net inflow of 28.57 million from institutional investors, despite a net outflow of 50.42 million from retail investors [3] - Other stocks like Jiaokong Technology (688015) and Times New Materials (600458) also showed mixed capital flows, with varying degrees of net inflows and outflows from different investor categories [3]

Group 1 - The core viewpoint of the article highlights the recent research conducted by Hengyue Fund on a listed company, specifically focusing on the performance and future prospects of Jiaokong Technology [1] - The market for urban rail signal system renovation projects is expected to grow significantly, with the proportion of such projects increasing from 6.75% in 2023 to 30.56% in 2024, indicating a shift towards a balanced approach between renovation and new construction projects over the next 3-5 years [1] - Jiaokong Technology has successfully stabilized operations in the Hanoi project and is currently delivering the Hong Kong Disneyland line project, while also expanding into South America, Australia, and Southeast Asia [1] Group 2 - The company has launched the Zhuque platform for low-altitude operations, leveraging its expertise in rail transit technology, with expected revenue recognition of 3.22 million yuan in the first half of 2025 and new contract amounts totaling 11.725 million yuan, focusing on non-exposed space drone applications [1] - An increase in accounts receivable is considered normal, with customer payments being secure, and the gross profit margin is expected to maintain reasonable fluctuations due to project structure impacts [1] Group 3 - Hengyue Fund, established in 2017, currently manages a total asset scale of 3.323 billion yuan, ranking 163 out of 210 in public fund management, and 3.321 billion yuan in non-monetary public funds, ranking 141 out of 210 [1] - The fund manages 28 public funds, ranking 125 out of 210, with 10 public fund managers, ranking 108 out of 210, and its best-performing public fund product in the past year, Hengyue Advantage Selected Mixed Fund, has a latest net value of 1.11, showing a growth of 126.12% over the past year [1]