北京千方科技股份有限公司 2025 年第三季度报告 证券代码：002373 证券简称：千方科技 公告编号：2025-040 北京千方科技股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 北京千方科技股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入（元） | 1,945,921,590.81 | 5.69% | 5,2 ...

Group 1 - The core viewpoint of the news is that Qianfang Technology's stock has shown fluctuations in price and trading volume, with a current market value of 17.22 billion yuan and a year-to-date price increase of 7.50% [1] - As of October 21, Qianfang Technology's stock price rose by 2.06% to 10.90 yuan per share, with a trading volume of 1.44 billion yuan and a turnover rate of 0.97% [1] - The company reported a net inflow of main funds amounting to 355,200 yuan, with significant buying and selling activities from large orders [1] Group 2 - For the first half of 2025, Qianfang Technology achieved operating revenue of 3.31 billion yuan, a year-on-year decrease of 7.21%, while the net profit attributable to shareholders increased by 1,287.12% to 170 million yuan [2] - The company has distributed a total of 602 million yuan in dividends since its A-share listing, with 78.84 million yuan distributed over the past three years [3] - As of June 30, 2025, the number of shareholders increased to 88,100, with an average of 15,634 circulating shares per person, a decrease of 2.04% from the previous period [2][3]

Core Viewpoint - Qianfang Technology's stock price has shown fluctuations, with a year-to-date increase of 10.45% but a recent decline of 3.20% over the last five trading days [1] Group 1: Stock Performance - As of October 14, Qianfang Technology's stock price was 11.20 CNY per share, with a market capitalization of 17.698 billion CNY [1] - The stock experienced a net outflow of 26.165 million CNY in principal funds, with large orders showing a buy of 59.6707 million CNY and a sell of 68.0389 million CNY [1] - Over the past 60 days, the stock has increased by 18.14% [1] Group 2: Financial Performance - For the first half of 2025, Qianfang Technology reported a revenue of 3.31 billion CNY, a year-on-year decrease of 7.21%, while net profit attributable to shareholders was 170 million CNY, a significant increase of 1287.12% [2] Group 3: Shareholder Information - As of September 19, the number of shareholders increased to 88,100, with an average of 15,634 circulating shares per person, a decrease of 2.04% [2] - Since its A-share listing, Qianfang Technology has distributed a total of 602 million CNY in dividends, with 78.8357 million CNY in the last three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 26.2711 million shares, a decrease of 4.1459 million shares from the previous period [3]

Group 1 - The core viewpoint of the news is that Qianfang Technology's stock has seen a significant increase, with a rise of 5.64% to 12.17 CNY per share, and a total market capitalization of 19.23 billion CNY [1] - Qianfang Technology, established on December 20, 2002, and listed on March 18, 2010, specializes in intelligent transportation solutions, travel information services, and smart city construction, with its main revenue sources being product sales (77.09%), solution and value-added services (15.18%), and traffic cloud and industry software (7.55%) [1] - The company has a trading volume of 4.81 billion CNY and a turnover rate of 2.98% [1] Group 2 - According to data from the top ten holdings of funds, one fund under Nuoan Fund has a significant position in Qianfang Technology, specifically the Nuoan Innovation-Driven Mixed A Fund (001411), which reduced its holdings by 2.51 million shares in the second quarter [2] - The current holding of the Nuoan Innovation-Driven Mixed A Fund is 3.04 million shares, accounting for 5.14% of the fund's net value, making it the eighth largest holding [2] - The fund has achieved a year-to-date return of 32.45% and a one-year return of 42.59%, ranking 3160 out of 8238 and 1812 out of 8082 respectively [2] Group 3 - The fund manager of Nuoan Innovation-Driven Mixed A Fund is Zuo Shaoyi, who has been in the position for 2 years and 144 days, with the fund's total asset size at 550 million CNY [3] - During Zuo Shaoyi's tenure, the best fund return was 34.88%, while the worst was 34.54% [3]

Core Points - The IT services sector experienced a 1.16% increase on September 29, with Chuling Information leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] IT Services Sector Performance - Chuling Information (300250) closed at 26.40, with a significant increase of 20.00% and a trading volume of 560,900 shares, amounting to a transaction value of 1.42 billion [1] - ST Yilianzhong (300096) saw a rise of 16.59%, closing at 7.45 with a trading volume of 390,900 shares [1] - Guoyuan Technology (835184) increased by 14.41%, closing at 22.47 with a trading volume of 125,400 shares [1] - Kaipu Cloud (688228) rose by 11.33%, closing at 194.90 with a trading volume of 39,400 shares [1] - Nengke Technology (603859) increased by 10.01%, closing at 49.13 with a trading volume of 179,600 shares [1] - Jingsong Intelligent (688251) rose by 6.99%, closing at 66.00 with a trading volume of 71,900 shares [1] - ST Saiwei (300044) increased by 6.22%, closing at 4.10 with a trading volume of 290,000 shares [1] - Liandi Information (839790) rose by 5.34%, closing at 45.16 with a trading volume of 23,800 shares [1] - Zhisheng Information (832171) increased by 5.10%, closing at 26.17 with a trading volume of 37,300 shares [1] - Qianfang Technology (002373) rose by 4.99%, closing at 11.57 with a trading volume of 664,700 shares [1] Capital Flow Analysis - The IT services sector saw a net outflow of 168 million from institutional investors and a net outflow of 465 million from speculative funds, while retail investors contributed a net inflow of 632 million [3]

Group 1 - The core viewpoint of the article highlights the significant opportunities for the domestic computing power industry chain due to favorable policies and technological advancements, particularly with the successful listing of Moore Threads, marking a milestone for domestic GPU development [1][2] - The Chinese government has released multiple policies to accelerate the construction of computing power infrastructure, emphasizing the urgency and commitment to developing domestic computing capabilities [2][3] - The "East Data West Computing" initiative aims to strengthen the supply of computing resources and build a national integrated computing network, which will drive demand for hardware across the entire computing infrastructure industry chain [3][4] Group 2 - The investment logic in the domestic computing power industry chain is evolving, with a shift from single-function chips to full-function GPUs, expanding application scenarios and market space [3][4] - The integration of AI with various industries, such as transportation, is expected to create diverse and customized demands for computing resources, providing opportunities for companies with industry-specific solutions [4][5] - Key companies benefiting from the recent developments include Cambrian (寒武纪), Haiguang Information (海光信息), and Zhongke Shuguang (中科曙光), which are positioned to capitalize on the growing demand for AI chips and computing infrastructure [7][8][9]

Core Viewpoint - The company asserts its position as a leading enterprise in the smart transportation and intelligent IoT sectors, backed by solid technology, diverse application cases, and forward-looking industry layout [1] Group 1: Company Positioning - The company claims to be one of the leading enterprises in the smart transportation and intelligent IoT fields, supported by a robust technology product system and rich application scenarios [1] - The company maintains a high level of R&D investment annually, covering full-stack capabilities including artificial intelligence algorithms, intelligent sensors, and cloud-edge collaboration [1] Group 2: Product Implementation - The company has successfully commercialized products in smart transportation, such as intelligent perception and coordination stations, and vehicle-road collaboration solutions [1] - In the intelligent IoT sector, products like the Hunting Light 3.0 camera and AI video charging piles have been scaled for use in emergency and campus scenarios [1] Group 3: Future Strategy - The company plans to continue focusing on its core business, keeping pace with technological innovations and industry changes, while enhancing internal management precision [1] - The company is committed to actively monitoring capital market policies and directions to achieve positive resonance between industry and capital [1]

Group 1 - The company, Qianfang Technology, is recognized as a leading enterprise in the fields of smart transportation and intelligent IoT [1] - The company emphasizes its solid technical product system, rich practical case scenarios, and forward-looking industry layout [1]

Group 1 - The company Qianfang Technology (002373) reported that as of September 19, the number of shareholders was 88,115 [1]

Company Overview - Qianfang Technology, established on December 20, 2002, and listed on March 18, 2010, is located in Haidian District, Beijing. The company specializes in providing intelligent transportation solutions, travel information services, and smart city construction, with a focus on security business [1]. Financial Performance - For the first half of 2025, Qianfang Technology reported operating revenue of 3.31 billion yuan, a year-on-year decrease of 7.21%. However, the net profit attributable to shareholders increased significantly by 1287.12% to 170 million yuan [2]. - Cumulative cash dividends since the A-share listing amount to 602 million yuan, with 78.84 million yuan distributed over the past three years [3]. Stock Performance - As of September 22, Qianfang Technology's stock price increased by 2.09% to 10.73 yuan per share, with a total market capitalization of 16.955 billion yuan. The stock has seen a year-to-date increase of 5.82%, a slight increase of 0.09% over the last five trading days, a decrease of 7.66% over the last 20 days, and a rise of 15.38% over the last 60 days [1]. - The company had a net inflow of main funds amounting to 7.028 million yuan, with significant buying activity from large orders [1]. Shareholder Information - As of August 29, the number of shareholders increased to 86,300, a rise of 2.61%, while the average circulating shares per person decreased by 2.55% to 15,959 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 26.2711 million shares, a decrease of 4.1459 million shares from the previous period [3].