证券日报网讯12月2日，合众思壮（002383）在互动平台回答投资者提问时表示，公司已多次解释，新 疆玖瓦吉与北京时空物联均为上市公司并表范围内子公司，双方内部交易收入及对应的成本在上市公司 合并层面已进行全额抵消处理，并未计入上市公司2024年并表营业收入。 ...

Group 1 - The company focuses on research in unmanned driving technology for non-road construction machinery [1] - The agricultural machinery automatic driving system has achieved large-scale application [1] - The company possesses vehicle-grade high-precision positioning application capabilities in core technologies [1]

Core Viewpoint - The short message concept sector is experiencing significant strength, with several stocks reaching their daily limit up [1] Group 1: Stock Performance - Jiu Zhi Yang and Lei Ke Defense have hit the daily limit up [1] - Other notable stocks with strong performance include Electric Science Chip, Zhenxin Technology, Huali Chuangtong, Haige Communication, China Satellite, and Hezhong Shizhuang, all showing considerable gains [1]

Core Viewpoint - The defense and military industry is expected to experience another upward trend due to multiple influencing factors, including geopolitical risks, technological advancements, and policy support [1]. Group 1: Market Performance - The military sector has continued its strong performance, with notable stocks such as Aerospace Development (000547) and Great Wall Military (601606) showing significant gains, including a net inflow of 1.828 billion yuan [1]. - The average stock price increase for military concept stocks this year is 30.94%, with North China Long Dragon leading with a 342.24% increase [2]. - Six military concept stocks have received institutional research attention in November, indicating strong interest from investors [2]. Group 2: Company Performance - Major companies in the military sector, including China Shipbuilding (600150) and AVIC Chengfei (302132), reported net profits exceeding 1 billion yuan in the first three quarters [3]. - Several companies, such as Zhenray Technology and North China Long Dragon, have turned losses into profits, with some achieving over 100% year-on-year profit growth [3]. - Institutions predict that nine military stocks will see significant profit increases by 2025, with expected growth rates exceeding 100% [3]. Group 3: Future Outlook - The military industry is poised to benefit from rising geopolitical risks, modernization goals, and expanding military trade markets, with high-end weapon exports expected to increase [1]. - Technological innovations, such as 3D printing and recyclable rockets, are anticipated to drive growth in the sector [1].

Core Insights - The report highlights the performance of the domestic financial market, with the Shanghai Composite Index closing at 4002.76, down 0.39% [4] - The retail sales of new energy passenger vehicles reached 1.282 million units in October, marking a year-on-year increase of 7.3% and a cumulative retail of 10.151 million units from January to October, reflecting a growth of 21.9% [6] - The report discusses the increasing market scale in the express delivery industry, indicating a seasonal growth trend [8] Industry Updates - Multiple departments have jointly issued documents to promote the open interconnection of enterprise logistics data, with related stocks including SuperMap Software (300036) and Hezhong Shizhuang (002383) [8] - Two departments have issued documents to strengthen the technological innovation support for new energy consumption, with related stocks including Southern Power Grid Technology (688248) and Oriental Electronics (000682) [8] - The express delivery industry is showing signs of seasonal characteristics, with accelerated market growth and related stocks including YTO Express (600233) and Shentong Express (002468) [8] Company Focus - Maiwei Biotech (688062) has received approval from the National Medical Products Administration for a Phase II clinical trial application for its MW3811 injection for pathological scars, with trials expected to start by the end of 2025 [10] - Zhongbei Communication (603220) has signed a comprehensive service framework agreement with Xiamen Hongxin Electronic Technology Group to collaborate on computing resource services [10] - Chaoying Electronics (603175) plans to expand its AI computing high-end printed circuit board production project in Thailand [10] Market Review and Outlook - On November 11, the total trading volume in the two markets was 1.9936 trillion yuan, with 2631 stocks rising and 2380 stocks falling, indicating a net outflow of 76.83 billion yuan [12] - The report notes that the market is experiencing a weak recovery with a focus on speculative trading, while trends in battery and photovoltaic sectors show relative resilience [13] - The report suggests that if the market experiences a pullback, investors may consider low-risk opportunities in resilient sectors for trial trading [13]

Core Insights - The comprehensive output value of the BeiDou satellite navigation and location services industry in the Beijing-Tianjin-Hebei region is projected to exceed 90 billion yuan by 2024, accounting for approximately 20.6% of the national total [1][3]. Industry Overview - The BeiDou satellite navigation and location services industry in the Beijing-Tianjin-Hebei region has shown an upward trend from 2019 to 2024, with a significant increase in output value [1][3]. - The region's output value surpassed that of the Pearl River Delta in 2020, making it the highest in the country [3]. Key Companies - The Beijing-Tianjin-Hebei region has nurtured several representative companies in the BeiDou navigation industry, including BeiDou Star, Four-Dimensional Map, Aerospace Hongtu, and Hezhong Shizhuang, with revenues exceeding 1.5 billion yuan [7]. - Notable companies and their projected revenue for 2024 include: - Four-Dimensional Map: 3.52 billion yuan - Aerospace Hongtu: 1.82 billion yuan - BeiDou Star: 1.5 billion yuan - Aerospace Zhizhuang: 1.33 billion yuan - Leike Defense: 1.24 billion yuan - Hezhong Shizhuang: 1.2 billion yuan [8]. Industry Cluster Development - The BeiDou industry in Beijing is centered around Zhongguancun, creating a multi-tiered functional area that includes business incubation, accelerated development, and corporate headquarters [9]. - Hebei and Tianjin have established industrial parks and bases, such as the BeiDou Satellite Big Data Industrial Park and Tianjin Binhai High-tech Zone BeiDou Industrial Base, contributing to the formation of an industrial cluster [9]. Policy Initiatives - The region has implemented various policies to promote the development of the BeiDou industry, including the "Beijing-Tianjin-Hebei Collaborative Promotion of BeiDou Navigation and Location Services Industry Development Action Plan (2017-2020)" and subsequent initiatives aimed at enhancing cross-regional applications in emerging fields [10][12]. - Specific policies from Beijing, Tianjin, and Hebei focus on integrating BeiDou with technologies like 5G, IoT, and geographic information systems to foster innovation and application [12].

Company Overview - Beijing Huzhong Technology Co., Ltd. is located in Daxing District, Beijing, and Zhengzhou Airport District, Henan Province, established on September 30, 1998, and listed on April 2, 2010 [1][2] - The company specializes in the research, production, and sales of satellite navigation products, providing space information services, with 100% of its main business revenue derived from satellite navigation system technology and equipment [1][2] Stock Performance - As of November 3, the stock price increased by 2.07%, reaching 9.39 CNY per share, with a trading volume of 114 million CNY and a turnover rate of 1.65%, resulting in a total market capitalization of 6.952 billion CNY [1] - Year-to-date, the stock price has risen by 19.16%, with a 1.84% increase over the last five trading days, a 7.31% increase over the last 20 days, and a 2.19% decrease over the last 60 days [1] Financial Performance - For the period from January to September 2025, the company achieved operating revenue of 971 million CNY, representing a year-on-year growth of 7.22%, and a net profit attributable to shareholders of 7.839 million CNY, reflecting a year-on-year increase of 112.30% [2] - The company has distributed a total of 138 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [2] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 19.70% to 65,200, while the average circulating shares per person increased by 24.53% to 11,356 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 16.152 million shares, an increase of 5.075 million shares compared to the previous period [2]

Core Insights - The company reported a total revenue of 971 million yuan for Q3 2025, an increase of 65.4 million yuan or 7.22% compared to the same period last year [1] - The net profit attributable to shareholders reached 7.84 million yuan, up by 71.57 million yuan year-on-year [1] - The net cash inflow from operating activities was 27.40 million yuan, an increase of 107 million yuan compared to the same period last year [1] Financial Metrics - The latest debt-to-asset ratio stands at 42.40% [3] - The gross profit margin is 42.27%, which is an increase of 0.75 percentage points from the previous quarter and 2.59 percentage points from the same period last year, marking two consecutive years of growth [3] - The return on equity (ROE) is 0.46%, an increase of 3.95 percentage points year-on-year [3] - The diluted earnings per share (EPS) is 0.01 yuan, an increase of 0.10 yuan compared to the same period last year [3] - The total asset turnover ratio is 0.32 times, up by 0.06 times or 22.42% year-on-year [3] - The inventory turnover ratio is 1.44 times, an increase of 0.13 times or 9.52% compared to the same period last year [3] Shareholder Information - The number of shareholders is 65,200, with the top ten shareholders holding a total of 354 million shares, accounting for 47.85% of the total share capital [3] - The largest shareholder is Guo Xinping with a holding of 22.2 million shares [3] - Other notable shareholders include Zhengzhou Airport District Xinghui Electronic Technology Co., Ltd. with 20.1 million shares and Hong Kong Central Clearing Limited with 2.18 million shares [3]

证券代码：002383 证券简称：合众思壮 公告编号：2025-046 北京合众思壮科技股份有限公司 第六届董事会第十四次会议决议公告 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、误导性陈述或者重大遗漏。 一、董事会会议召开情况 本次会议到会董事经过审议，以记名投票表决方式进行表决，最终通过了如 下决议： （一）《公司 2025 年第三季度报告》 表决结果：同意 7 票、反对 0 票、弃权 0 票。 本议案已经公司董事会审计委员会审议通过。 具体内容详见同日刊登在《证券时报》《中国证券报》和巨潮资讯网的《2025 年第三季度报告》。 三、备查文件 1.第六届董事会第十四次会议决议； 2.第六届董事会审计委员会第九次会议决议。 北京合众思壮科技股份有限公司（以下简称"公司"）第六届董事会第十四 次会议于 2025 年 10 月 24 日在郑州市航空港区兴港大厦公司会议室以现场方式 召开。会议通知于 2025 年 10 月 21 日以电话、电子邮件的方式发出，会议应出 席董事 7 人，实际出席董事 7 人。会议由董事长王刚先生召集并主持，会议召开 符合有关法律、行政法规、部门规章及《 ...

第六届监事会第十次会议决议公告 本公司及监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、误导性陈述或者重大遗漏。 一、监事会会议的召开情况 北京合众思壮科技股份有限公司（以下简称"公司"）第六届监事会第十次 会议于 2025 年 10 月 24 日以现场方式召开。会议通知已于 2025 年 10 月 21 日以 电话、电子邮件的方式发出，会议应出席监事 3 名，实际出席监事 3 名。会议由 监事会主席陈文静女士主持，会议的召集、召开及表决程序符合法律、法规和《公 司章程》的有关规定。 二、监事会会议表决情况 会议以记名投票表决的方式通过了以下议案： （一）《公司2025年第三季度报告》 证券代码：002383 证券简称：合众思壮 公告编号：2025-047 北京合众思壮科技股份有限公司 表决结果：同意 3 票，反对 0 票，弃权 0 票。 具体内容详见同日刊登在《证券时报》《中国证券报》和巨潮资讯网的《2025 年第三季度报告》。 三、备查文件 1、第六届监事会第十次会议决议。 特此公告。 北京合众思壮科技股份有限公司 监事会 二〇二五年十月二十八日 监事会认为：董事会编制和审核的北京合众思 ...