Core Insights - The company reported third-quarter revenue of 1.946 billion yuan, representing a year-on-year increase of 5.69% [1] - Net profit for the third quarter was 19.2244 million yuan, showing a significant year-on-year growth of 445.61% [1] - For the first three quarters, total revenue was 5.256 billion yuan, reflecting a year-on-year decline of 2.82% [1] - Net profit for the first three quarters reached 189 million yuan, marking a substantial year-on-year increase of 1,098.97% [1]

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 ...

10月21日，千方科技盘中上涨2.06%，截至13:11，报10.90元/股，成交1.44亿元，换手率0.97%，总市值 172.24亿元。 资金流向方面，主力资金净流入35.52万元，特大单买入839.00万元，占比5.83%，卖出391.87万元，占 比2.72%；大单买入3565.24万元，占比24.75%，卖出3976.85万元，占比27.61%。 千方科技今年以来股价涨7.50%，近5个交易日跌2.42%，近20日涨1.68%，近60日涨0.46%。 资料显示，北京千方科技股份有限公司位于北京市海淀区东北旺西路8号中关村软件园一期27号院千方 大厦B座，成立日期2002年12月20日，上市日期2010年3月18日，公司主营业务涉及提供智能交通全面 解决方案、出行信息服务和智慧城市建设。安防业务。主营业务收入构成为：产品销售77.09%，解决 方案及增值服务15.18%，交通云及行业软件7.55%，其他(补充)0.17%。 千方科技所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：大飞机、MSCI中国、人脸 识别、融资融券、智慧灯杆等。 截至9月19日，千方科技股东户数8.81万，较上 ...

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]

从资金流向上来看，当日IT服务板块主力资金净流出1.68亿元，游资资金净流出4.65亿元，散户资金净 流入6.32亿元。IT服务板块个股资金流向见下表： 证券之星消息，9月29日IT服务板块较上一交易日上涨1.16%，初灵信息领涨。当日上证指数报收于 3862.53，上涨0.9%。深证成指报收于13479.43，上涨2.05%。IT服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300250 | 初灵信息 | 26.40 | 20.00% | 56.09万 | | 14.20亿 | | 300096 | ST易联众 | 7.45 | 16.59% | 39.09万 | | 2.72亿 | | 835184 | 国源科技 | 22.47 | 14.41% | 12.54万 | | 2.72亿 | | 688228 | 开普云 | 194.90 | 11.33% | - 3.94万 | | 7.37亿 | | 603859 | 能科科技 | 49.13 | ...

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]