证券代码：688051 证券简称：佳华科技 公告编号：2025-028 罗克佳华科技集团股份有限公司 投资者可于 2025 年 11 月 21 日(星期五)至 11 月 27 日(星期四)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 rk@rockontrol.com 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。 罗克佳华科技集团股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日发布公司《2025 年第三季度报告》，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 28 日(星期五) 下 午 13:00-14:00 举行 2025 年第三季度业绩说明会，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 2025 年第三季度的经 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 （一） 会议召开时间：2025 年 11 月 28 日(星期五) 下午 ...

Financial Performance - The company's operating revenue for Q3 2025 was CNY 56.16 million, a decrease of 6.21% compared to the same period last year, and a year-to-date revenue of CNY 165.59 million, down 30.72% year-on-year[3]. - The total profit for Q3 2025 was CNY -27.90 million, with a year-to-date total profit of CNY -70.70 million, indicating significant losses[3]. - The net profit attributable to shareholders for Q3 2025 was CNY -26.36 million, with a year-to-date net profit of CNY -67.24 million, reflecting ongoing financial challenges[3]. - The basic earnings per share for Q3 2025 was CNY -0.34, with a year-to-date figure of CNY -0.87, indicating a decline in shareholder value[3]. - Net loss for the first three quarters of 2025 was CNY 70,828,474.05, compared to a net loss of CNY 30,497,656.29 in 2024, indicating a significant increase in losses[18]. - The company reported a basic earnings per share of -0.87 for the first three quarters of 2025, compared to -0.41 in the same period of 2024[19]. Cash Flow and Liquidity - The company reported a net cash flow from operating activities of CNY -40.98 million year-to-date, highlighting cash flow issues[3]. - The company's cash inflow from operating activities for the first three quarters of 2025 was CNY 172,632,764.88, down from CNY 232,346,936.45 in 2024, representing a decline of 25.7%[21]. - The net cash flow from operating activities was -$40,982,105.26, a decrease from -$12,038,925.00 in the previous period, indicating a worsening operational cash flow situation[22]. - The ending cash and cash equivalents balance was $50,357,150.72, down from $111,748,484.53, reflecting a significant decrease in liquidity[24]. Assets and Liabilities - The company's total assets at the end of Q3 2025 were CNY 950.60 million, a decrease of 7.38% from the end of the previous year[4]. - The total liabilities of the company as of the reporting date were CNY 299,831,418.80, compared to CNY 314,527,617.77 in the previous year, showing a reduction of 4.5%[15]. - The total equity attributable to shareholders of the parent company decreased to CNY 652,625,595.97 from CNY 719,863,453.46, reflecting a decline of 9.3%[15]. - Total current assets as of September 30, 2025, amount to ¥515,615,574.82, a decrease from ¥575,350,117.74 as of December 31, 2024[13]. - Non-current assets total ¥434,980,947.14, down from ¥450,971,077.24[13]. Research and Development - Research and development (R&D) expenses totaled CNY 12.15 million in Q3 2025, accounting for 21.64% of operating revenue, an increase of 1.34 percentage points year-on-year[4]. - Research and development expenses for the first three quarters of 2025 were CNY 28,479,158.25, a decrease of 21.4% from CNY 36,199,922.79 in 2024[17]. Market Conditions - The company faced intensified market competition and reduced customer budgets, leading to a cautious approach in business development and a decrease in overall demand[8]. Shareholder Information - Total number of common shareholders at the end of the reporting period is 4,397[10]. - The largest shareholder, Shanghai Baiyu Information Technology Co., Ltd., holds 31.63% of shares[11]. - The second largest shareholder, Li Wei, holds 15.63% of shares[11]. - The company has not reported any significant changes in shareholder relationships or agreements[11]. Non-Recurring Items - Non-recurring gains and losses for the period totaled CNY 171.63 million, with significant contributions from government subsidies and other non-operating income[6].

Core Viewpoint - Jiahua Technology reported a decline in revenue and a net loss for the third quarter and the first three quarters of the year [1] Financial Performance - The revenue for the third quarter was 56.1568 million yuan, representing a year-on-year decrease of 6.21% [1] - The net loss for the third quarter was 26.3561 million yuan [1] - For the first three quarters, the total revenue was 166 million yuan, showing a year-on-year decline of 30.72% [1] - The net loss for the first three quarters amounted to 67.2379 million yuan [1]

Summary of Key Points Core Viewpoint - Jiahua Technology (688051) experienced a significant stock price increase of 16.64% on October 24, closing at 52.50 yuan, with a trading volume of 2.26 billion yuan and a turnover rate of 5.75% [2][3] Trading Activity - The stock was listed on the Sci-Tech Innovation Board due to a closing price increase of 15% [2] - The top five trading departments accounted for a total transaction amount of 1.17 billion yuan, with a net buying amount of 7.57 million yuan [2] - The largest buying department was Goldman Sachs (China) Securities, which purchased 18.28 million yuan worth of shares, followed by CITIC Securities with 17.43 million yuan [2][3] Fund Flow - The stock saw a net inflow of 8.01 million yuan from main funds throughout the day [3] - The selling department with the highest transaction amount was also Goldman Sachs (China) Securities, selling shares worth 13.66 million yuan [3]

Market Overview - On October 24, the IT services sector rose by 1.28%, with Jiahua Technology 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] Top Performers in IT Services - Jiahua Technology (688051) closed at 52.50, up 16.64%, with a trading volume of 44,400 hands and a transaction value of 226 million [1] - Kaipu Cloud (688228) closed at 200.00, up 13.96%, with a trading volume of 59,000 hands and a transaction value of 1.129 billion [1] - Huina Technology (300609) closed at 39.90, up 6.74%, with a trading volume of 107,100 hands and a transaction value of 420 million [1] Underperformers in IT Services - Shiji Ruier (300150) closed at 5.48, down 6.32%, with a trading volume of 543,100 hands and a transaction value of 301 million [2] - Luqiao Information (920748) closed at 42.51, down 5.74%, with a trading volume of 32,800 hands and a transaction value of 142 million [2] - ST Diweixun (300167) closed at 6.34, down 2.91%, with a trading volume of 75,200 hands and a transaction value of 47.92 million [2] Capital Flow Analysis - The IT services sector experienced a net outflow of 185 million from institutional investors, while retail investors saw a net inflow of 195 million [2][3] - Notable net inflows from retail investors included Chuling Information (300250) with 110 million and Yanshan Technology (002195) with 24.9 million [3] - Institutional investors showed significant outflows in stocks like Ziguang Co. (000938) with 72.5 million and Chuangxin Technology (603859) with 58.12 million [3]

Group 1 - The core transaction of Jiahua Technology on October 22 involved a block trade of 58,000 shares, amounting to 2.0172 million yuan, with a transaction price of 34.78 yuan, representing a discount of 19.49% compared to the closing price of the day [2][3] - The closing price of Jiahua Technology on the same day was 43.20 yuan, with a turnover rate of 1.12% and a total trading volume of 36.7924 million yuan, indicating a net inflow of 2.2523 million yuan in main funds [2][3] - Over the past five days, the stock has seen a cumulative decline of 2.00%, with a total net inflow of funds amounting to 304,000 yuan [2][3] Group 2 - The latest margin financing balance for Jiahua Technology is 59.7741 million yuan, which has increased by 1.1437 million yuan, reflecting a growth rate of 1.95% over the past five days [3] - Jiahua Technology Group Co., Ltd. was established on September 14, 2007, with a registered capital of 77.334 million yuan [3]

Group 1 - The core point of the article highlights the trading activity of Jiahua Technology, which closed at 43.20 yuan on October 22, with a significant block trade occurring [1] - A total of 58,000 shares were traded in the block transaction, amounting to 2.0172 million yuan, with a transaction price of 34.78 yuan per share, reflecting a premium rate of -19.49% [1] - The buyer was JPMorgan Securities (China) Co., Ltd., and the seller was CITIC Securities Co., Ltd., indicating notable institutional involvement in the trade [1] Group 2 - Over the past three months, Jiahua Technology has recorded only one block trade, with a total transaction value of 2.0172 million yuan [1] - In the last five trading days, the stock has experienced a decline of 2.00%, with a net outflow of 2.0853 million yuan in principal funds [1]

Core Insights - JiaHua Technology (688051) reported a net financing purchase of 36,500 CNY on October 20, 2025, with a total financing balance of 60,860,600 CNY, indicating a positive investor sentiment towards the stock [1][3]. Financing Activity Summary - On October 20, 2025, the net financing purchase was 36,500 CNY, with a financing balance of 60,860,600 CNY, representing 1.86% of the circulating market value [2]. - Over the past three trading days, the cumulative net financing purchase reached 290,040 CNY, with 13 out of the last 20 trading days showing net financing purchases [1]. - The financing balance increased by 0.06% compared to the previous day [3]. Historical Financing Data - The financing balance on October 17, 2025, was 60,824,100 CNY, with a net financing purchase of 1,332,100 CNY, reflecting a 2.24% increase [4]. - On October 16, 2025, the financing balance was 59,492,000 CNY, with a net financing purchase of 1,531,900 CNY, marking a 2.64% increase [4]. - The financing balance on October 15, 2025, was 57,960,100 CNY, showing a decrease of 670,200 CNY, which was a -1.14% change [4].

1.身份类别 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 一、 信息披露义务人及其一致行动人的基本信息 | | □控股股东/实际控制人及其一致行动人 √其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 证券代码：688051 证券简称：佳华科技 公告编号：2025-027 佳华科技：关于持股 5%以上股东权益变动触及 1%刻 度的提示性公告 投资者共青城华云投资管理合伙企业（有限合伙）保证向本公司提供 的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 三、 其他说明 1.本次权益变动系公司持股 5%以上股东共青城华云履行已披露的减持股 份计划，不触及要约收购。具体内容详见公司于 2025 年 8 月 1 日在上海证券交 易所网站（www.sse.com.cn）披露的《股东减持股份计划公告》（公告编号： 2025-022）。 2.本次权益变动不存在违反《 ...

Core Insights - The visit by Liu Zhenmin, China's Special Envoy for Climate Change, to Jiahua Technology's IoT Big Data Center highlights the government's emphasis on digital development in the context of the "dual carbon" strategy [1][2] - Jiahua Technology has been recognized for its advanced technological capabilities and extensive data reserves, which are crucial for supporting the national "dual carbon" goals [1][2] Group 1: Company Achievements - Jiahua Technology has actively participated in the national "dual carbon" initiative, managing three core systems that cover the entire lifecycle of carbon dioxide and non-carbon greenhouse gases [2] - The company has launched a green low-carbon enterprise empowerment platform, which has been selected as one of the first national data projects by the National Development and Reform Commission, providing SaaS-based services to thousands of government departments and key enterprises [2] Group 2: Technological Innovations - Jiahua Technology's "data factory" system integrates five core technologies: AI, blockchain, cloud computing, big data, and IoT, offering comprehensive solutions for carbon monitoring, management, trading, and data asset management [1][2] - The company aims to enhance its role in digital and green transformation, contributing to the national strategy of "green development, digital economy, and new productivity" [2]