Group 1 - The company, Jiangsu Beiren, stated that it has not established a partnership with Yushu in response to investor inquiries on an interactive platform [2]

Core Viewpoint - Jiangsu Beiren is actively involved in providing intelligent manufacturing solutions, primarily serving automotive parts manufacturers, and has indirect connections with several well-known international electric vehicle brands and technology companies [1] Group 1: Company Engagement - Jiangsu Beiren offers "product + technology + service" turnkey solutions in the intelligent manufacturing sector [1] - The company's direct clients are mainly automotive parts manufacturers [1] Group 2: Clientele and Partnerships - Jiangsu Beiren indirectly serves notable international electric vehicle brands, including Tesla, as well as domestic companies such as Huawei, Xiaojun, Li Auto, NIO, Xpeng, Leap Motor, BMW, Volvo, Geely, Volkswagen, Hongqi, General Motors, Nissan, and Dongfeng [1]

Core Viewpoint - Jiangsu Beiren (688218.SH) has not established a partnership with Yushu and will focus on its own strategic planning to steadily advance technology resource integration and ecosystem partnership development [1] Group 1 - The company emphasizes the importance of enhancing its technological development and industrialization capabilities in the field of industrial robotics [1]

Core Viewpoint - The company Jiangsu Beiren (688218.SH) is advancing its intelligent welding robot system (BR-InMan) to meet the increasing demand for automation and intelligent transformation in manufacturing, particularly in industries like shipbuilding, elevators, and heavy steel [1] Group 1: Industry Trends - The trend towards production automation and intelligent transformation is on the rise, especially in small-batch, multi-variety welding scenarios [1] - The company’s focus is on upgrading from specialized to general-purpose applications in robotic systems [1] Group 2: Company Innovations - The BR-InMan is a non-humanoid robot that represents a system-level evolution of traditional industrial robots [1] - The company has successfully applied its intelligent welding technology and integrated system solutions in the aerospace sector [1] - Key technologies in the digital workshop created for clients include high-precision positioning and clamping, welding seam trajectory planning, intelligent welding equipment system integration, adaptive recognition of seam features, and trajectory generation and control [1]

Core Viewpoint - The company is advancing its intelligent welding robot system (BR-InMan) to meet the increasing demand for automation and smart transformation in manufacturing, particularly in industries like shipbuilding, elevators, and heavy steel [1] Group 1: Company Developments - The BR-InMan system represents an evolution from specialized to general-purpose applications in industrial robotics [1] - The company has successfully applied its intelligent welding technology and integrated system solutions in the aerospace sector [1] - The digital workshop created by the company features advanced technologies such as high-precision positioning, welding seam trajectory planning, and adaptive recognition of seam characteristics [1] Group 2: Industry Trends - There is a growing trend towards automation and intelligent transformation in manufacturing as part of high-quality development [1] - The demand for small-batch, multi-variety welding scenarios is increasing in specific industries [1]

证券代码：688218 证券简称：江苏北人 公告编号：2025-035 江苏北人智能制造科技股份有限公司 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。 会议召开时间：2025 年 12 月 1 日（星期一）上午 11:00-12:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 24 日（星期一）至 11 月 28 日（星期五）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 ir@beiren-tech.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。 江苏北人智能制造科技股份有限公司（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 ...

Group 1 - The core transaction on November 13 involved Jiangsu Beiren, with a trading volume of 171,500 shares and a transaction amount of 3.5889 million yuan, at a price of 20.93 yuan, which represents a discount of 10.33% compared to the closing price of the day [2][3] - The closing price of Jiangsu Beiren on the same day was 23.34 yuan, reflecting an increase of 0.39%, with a turnover rate of 1.35% and a total transaction amount of 37.3864 million yuan [2][3] - Over the past five days, Jiangsu Beiren's stock has declined by 5.66%, with a total net outflow of funds amounting to 19.919 million yuan [2][3] Group 2 - The latest margin financing balance for Jiangsu Beiren is 198 million yuan, which has decreased by 4.9283 million yuan over the past five days, representing a decline of 2.43% [3] - Jiangsu Beiren Intelligent Manufacturing Technology Co., Ltd. was established on December 26, 2011, with a registered capital of 1.18601725 billion yuan [3]

Core Points - Company received a notification from Guohua Satellite regarding a change in shareholder equity that touched the 1% threshold as of November 10, 2025 [1] - Guohua Satellite reduced its shareholding by 349,257 shares through centralized bidding, decreasing its total shares held in the company from 12,410,006 shares to 12,060,749 shares [1] - The shareholding percentage of Guohua Satellite and Aerospace Investment Holdings in the company decreased from 9.13% to 8.87% [1]

Core Viewpoint - Jiangsu Beiren (688218.SH) reported a decline in revenue and net profit for the first three quarters of 2025, indicating financial challenges faced by the company [1] Financial Performance - The company achieved a revenue of 340 million yuan for the first three quarters, representing a year-on-year decrease of 1.78% [1] - The net profit attributable to shareholders was a loss of 33.81 million yuan [1] - The non-recurring net profit also showed a loss of 36.35 million yuan [1] - Basic earnings per share were reported at -0.29 yuan [1]

Core Viewpoint - Jiangsu Beiren, established in December 2011 and listed on the Shanghai Stock Exchange in December 2019, specializes in industrial robot system integration, offering comprehensive automation and intelligent solutions [1] Group 1: Business Performance - In Q3 2025, Jiangsu Beiren reported revenue of 340 million yuan, ranking 15th in the industry, significantly lower than the top competitor Estun at 3.804 billion yuan and the second competitor at 2.218 billion yuan [2] - The main business composition includes welding industrial robot system integration at 533 million yuan, accounting for 76.29%, and energy storage systems at 87.72 million yuan, accounting for 12.55% [2] - The net profit for the same period was -57.22 million yuan, ranking 17th in the industry, with a notable gap compared to the top performer at 443 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Jiangsu Beiren's debt-to-asset ratio was 54.75%, higher than the previous year's 51.26% and the industry average of 38.93%, indicating significant debt pressure [3] - The gross profit margin for Q3 2025 was 17.55%, down from 22.71% year-on-year and below the industry average of 25.17%, suggesting a need for improvement in profitability [3] Group 3: Executive Compensation - The chairman, Zhu Zhenyou, received a salary of 1.5498 million yuan in 2024, an increase of 507,400 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 15.84% to 8,131, while the average number of circulating A-shares held per account increased by 18.82% to 14,600 [5] - Among the top ten circulating shareholders, Huaxia CSI Robot ETF ranked fifth with 2.6149 million shares, an increase of 487,800 shares from the previous period [5]