格隆汇9月5日丨北纬科技(002148.SZ)在投资者互动平台表示，天宇经纬的御空机场暂未与除了大疆之 外的其他厂家设备进行适配，天宇云盒可适配除大疆外的普宙、道通等多品牌工业级无人机设备。 ...

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：天宇经纬的"御空5G智能无人值守智能机场"是一款内 置5G的网联机场硬件，可以支持大疆的m300/m350等系列的无人机，在机场端可实现无人机自动充电 及换电、远程控制、数据回传的功能，适用于固定线路巡査、短距离巡查、应急安防配置，配合天宇云 盒产品和无人机云平台等系统，可远程控制无人机及机场进行作业。请问董秘，除了适配大疆无人机 外，还适配了哪些厂家的无人机？ 北纬科技（002148.SZ）9月5日在投资者互动平台表示，天宇经纬的御空机场暂未与除了大疆之外的其 他厂家设备进行适配，天宇云盒可适配除大疆外的普宙、道通等多品牌工业级无人机设备。 ...

Group 1 - The core point of the news is that Beiwai Technology's stock price dropped by 5.12% to 10.93 CNY per share, with a trading volume of 331 million CNY and a turnover rate of 6.60%, resulting in a total market capitalization of 6.11 billion CNY [1] - Beiwai Technology, established on November 12, 1997, and listed on August 10, 2007, is primarily engaged in traditional mobile value-added services such as SMS, MMS, and ringtone services, as well as mobile internet-based businesses like mobile games and videos [1] - The revenue composition of Beiwai Technology includes 65.10% from IoT applications and other mobile communication services, 19.27% from mobile gaming, 15.26% from mobile internet industrial parks, and 0.37% from other supplementary services [1] Group 2 - Among the top ten circulating shareholders of Beiwai Technology, Huaxia Fund's Huaxia Zhongzheng Animation Game ETF (159869) increased its holdings by 1.9275 million shares, totaling 10.6111 million shares, which represents 2.36% of the circulating shares [2] - The Huaxia Zhongzheng Animation Game ETF (159869) was established on February 25, 2021, with a latest scale of 7.073 billion CNY, achieving a year-to-date return of 45.7% and ranking 246 out of 4222 in its category [2] - The fund has a one-year return of 99.41%, ranking 224 out of 3776, and a total return since inception of 46.01% [2]

Group 1 - The core point of the article highlights the recent performance and financial metrics of Beiwai Technology, indicating a decline in stock price and mixed financial results [1] - As of August 25, 2025, Beiwai Technology's stock closed at 11.7 yuan, down 1.35%, with a turnover rate of 16.76% and a trading volume of 753,100 hands, amounting to a transaction value of 886 million yuan [1] - The company experienced a net outflow of main funds amounting to 60.53 million yuan, representing 6.83% of the transaction value, with significant outflows from large orders [1] Group 2 - For the latest financial results, Beiwai Technology reported total operating revenue of 194 million yuan, a year-on-year increase of 47.26%, while net profit attributable to shareholders was 3.13 million yuan, a decrease of 129.52% [1] - The company's non-recurring net profit was 6.74 million yuan, reflecting a year-on-year decrease of 261.60%, with liquidity ratios indicating a current ratio of 4.542 and a quick ratio of 4.481, alongside a debt-to-asset ratio of 12.50% [1] - Beiwai Technology, established in 1997 and based in Beijing, primarily engages in software and information technology services, with a registered capital of approximately 5.59 billion yuan [1][2]

Core Viewpoint - North Latitude Technology (002148) reported a mixed performance in its 2025 mid-year financial results, with significant revenue growth but a notable decline in net profit [1] Financial Performance - Total revenue reached 194 million yuan, a year-on-year increase of 47.26% [1] - Net profit attributable to shareholders was -3.13 million yuan, a year-on-year decrease of 129.52% [1] - Gross margin was 37.28%, down 10.69% year-on-year, while net margin was -2.69%, a decrease of 131.21% [1] - Operating expenses (sales, management, and financial expenses) totaled 64.19 million yuan, accounting for 33.01% of total revenue, an increase of 47.42% year-on-year [1] Revenue and Cost Drivers - Revenue growth was driven by increases in the Internet of Things (IoT) applications and mobile gaming businesses [2] - Operating costs rose by 58.54% due to increased revenue [2] - Sales expenses surged by 181.46% as the company intensified marketing efforts [2] - Management expenses increased by 9.95% due to higher stock compensation costs [2] Cash Flow and Investments - Net cash flow from operating activities decreased by 159.07%, attributed to increased marketing expenditures and higher prepaid accounts [3] - Net cash flow from investing activities increased by 129.12%, driven by the redemption of financial products [3] - Net cash flow from financing activities decreased by 65.66%, as the previous period saw significant inflow from newly issued restricted stock [3] Balance Sheet Changes - Accounts receivable increased by 126.83% due to expanded revenue [2] - Long-term equity investments rose by 30.32% due to increased investments during the period [2] - Contract liabilities increased by 38.99%, reflecting the growth in revenue [2] - Accounts payable increased by 81.08% as a result of expanded revenue [9] Profitability Metrics - Return on Invested Capital (ROIC) was 2.23%, indicating weak capital returns [11] - Historical data shows a median ROIC of 2.07% over the past decade, with two years of losses since the company went public [11] Business Model Insights - The company's performance relies heavily on research and marketing efforts, necessitating a thorough examination of the underlying drivers [13] - The accounts receivable situation is concerning, with accounts receivable to profit ratio reaching 125.71% [14]

Core Insights - The company, Beiwai Technology, reported a significant increase in revenue of 47.26% for the first half of 2025, but it faced a net loss, indicating a trend of revenue growth without corresponding profit increase [1][3] - Key profitability metrics such as net profit margin, gross profit margin, and return on equity have all declined, reflecting a deterioration in overall profitability [1][3] Financial Performance - The net profit margin fell from 8.63% in the first half of 2024 to -2.69% in 2025, while the gross profit margin decreased from 41.74% to 37.28%, marking three consecutive years of decline [3] - Return on equity decreased by 1.13 percentage points to -0.26% year-on-year [3] Operational Efficiency - The inventory turnover days increased by 8.05% to 12.32 days, indicating a decline in inventory management efficiency [5] - The net cash flow from operating activities turned negative at -0.07 billion, a shift from positive cash flow in the same period of 2024, highlighting worsening cash flow conditions [5] - The asset-liability ratio for the first half of 2025 was 12.50%, an increase of 1.49 percentage points year-on-year [5] Institutional Investment - The number of institutional investors holding Beiwai Technology shares dropped sharply from 18 in 2024 to just 2, indicating a significant decrease in investor confidence [7] - The company's market capitalization peaked at 96.64 billion in June 2015, and the current market cap stands at 69.20 billion, requiring a 39.64% increase in stock price to reach its historical high [7]

Core Insights - The company reported a total operating revenue of 194 million yuan, an increase of 62.42 million yuan compared to the same period last year, achieving a 47.26% year-on-year growth, marking five consecutive years of revenue increase [1] - The net profit attributable to shareholders was -3.13 million yuan, indicating a loss [1] - The net cash flow from operating activities was -7.04 million yuan, reflecting negative cash flow [1] Financial Metrics - The latest debt-to-asset ratio is 12.50% [3] - The latest gross profit margin stands at 37.28% [3] - The latest return on equity (ROE) is -0.26% [3] - The diluted earnings per share is -0.01 yuan [4] - The total asset turnover ratio is 0.14 times, an increase of 0.04 times compared to the same period last year, achieving a 43.76% year-on-year growth [4] - The inventory turnover ratio is 14.61 times [4] Shareholder Information - The number of shareholders is 57,800, with the top ten shareholders holding 182 million shares, accounting for 32.59% of the total share capital [4] - The largest shareholder, Fu Lemin, holds 21.40% of the shares [4] - Other notable shareholders include Xu Jianguo (3.63%) and China Minsheng Bank's fund (1.90%) [4]

Group 1 - The company Beiwai Technology (SZ 002148) announced its 17th meeting of the 8th board of directors held on August 21, 2025, discussing the full and summary report for the first half of 2025 [1] - For the year 2024, Beiwai Technology's revenue composition is as follows: information transmission and computer services and software account for 61.07%, while other businesses account for 38.93% [1] - As of the report, Beiwai Technology has a market capitalization of 6.9 billion yuan [1]

股票代码：002148 股票简称：北纬科技 公告编号：2025-026 二、《关于公司与关联方签署房屋租赁协议的议案》 为满足公司办公场地需要，公司拟与董事傅乐民、刘宁签订房屋租赁合同， 租用其位于北京市海淀区首体南路 22 号 5B 的共有房产作为办公场地，期限为 为每天每平方米 5 元。 由于傅乐民系公司控股股东、实际控制人，担任公司董事长、总经理；刘 宁担任公司董事、副总经理，两人为公司关联自然人，上述租赁事项构成关联 交易。本议案已经独立董事专门会议事前审议，由全体独立董事一致通过并同 意提交董事会审议。 本次关联交易不构成《上市公司重大资产重组管理办法》规定的重大资产 重组。根据《深圳证券交易所股票上市规则》及《公司章程》规定，该项关联 交易事项不需要提交公司股东会审议批准。 北京北纬通信科技股份有限公司 第八届董事会第十七次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 北京北纬通信科技股份有限公司（以下简称"公司"）第八届董事会第十 七次会议于 2025 年 8 月 21 日上午 10:30 以现场结合通讯方式召开，会议已于 实际出 ...

Core Viewpoint - Beihai Technology (002148.SZ) reported a significant increase in revenue for the first half of 2025, but faced a net loss attributed to shareholders of the listed company [1] Financial Performance - The company achieved an operating revenue of 194 million yuan, representing a year-on-year growth of 47.26% [1] - The net profit attributable to shareholders of the listed company was -3.13 million yuan, indicating a shift from profit to loss compared to the previous year [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was -6.74 million yuan [1] - Basic earnings per share were -0.01 yuan [1]