每经AI快讯，有投资者在投资者互动平台提问：董秘您好，请问公司是否参与数据跨境流通业务？ 中远海科（002401.SZ）9月4日在投资者互动平台表示，公司目前涉外业务主要为中远海运集团境外公 司提供数字化转型赋能服务。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of China Merchants Heavy Industry Technology Co., Ltd. (中远海科), indicating a decline in stock price and trading volume on August 29, with a net financing outflow [1] - As of August 29, the total margin balance for China Merchants Heavy Industry is 318 million yuan, which accounts for 4.65% of its market capitalization, indicating a low financing level compared to the past year [1] - The company operates in various sectors including smart transportation, smart shipping, smart logistics, and smart security, with revenue contributions of 52.55% from digital shipping and supply chain, and 46.61% from digital city and transportation [1] Group 2 - As of July 31, the number of shareholders for China Merchants Heavy Industry increased by 50.76% to 63,300, while the average circulating shares per person decreased by 33.67% to 5,867 shares [2] - For the first half of 2025, the company reported a revenue of 789 million yuan, a year-on-year decrease of 9.73%, and a net profit attributable to shareholders of 9.83 million yuan, down 91.20% year-on-year [2] - The company has distributed a total of 338 million yuan in dividends since its A-share listing, with 160 million yuan distributed over the past three years [2]

Core Viewpoint - The financial performance of China Merchants Heavy Industry (002401) in the 2025 mid-year report shows significant declines in revenue and profit, indicating potential challenges ahead for the company [1]. Financial Performance Summary - Total revenue for the first half of 2025 was 789 million yuan, a decrease of 9.97% year-on-year [1]. - Net profit attributable to shareholders was 9.83 million yuan, down 91.21% compared to the previous year [1]. - In Q2 2025, total revenue was 423 million yuan, reflecting a 5.09% decline year-on-year, with net profit of 5.33 million yuan, down 90.61% [1]. - The gross margin was 13.69%, a decrease of 37.1% year-on-year, while the net margin fell to 1.29%, down 89.89% [1]. - Total expenses (selling, administrative, and financial) amounted to 50.47 million yuan, representing 6.4% of revenue, an increase of 74.67% year-on-year [1]. - Earnings per share dropped to 0.03 yuan, a decline of 91.22% year-on-year [1]. Accounts Receivable and Cash Flow - Accounts receivable increased significantly by 143.19%, reaching 162 million yuan, indicating potential liquidity issues [1][3]. - The net cash flow from operating activities improved by 34.01%, attributed to increased project payments received [8][10]. Investment and Financing Activities - The net cash flow from investing activities surged by 160.1%, due to the transfer of equity in associated companies [9]. - The net cash flow from financing activities increased by 89.78%, influenced by dividend payments made in the previous year [9]. Business Evaluation - The company's return on invested capital (ROIC) was 5.92%, indicating average capital returns, with a historical median ROIC of 8.51% over the past decade [12]. - The company has a healthy cash asset position, but attention is needed on cash flow and accounts receivable ratios [12]. Product Development and Market Strategy - The company is focusing on the development of its digital platform "Ship Vision," which utilizes advanced technologies for maritime navigation and management [12][13]. - There is a positive growth trend in the user base and contracted companies for the Ship Vision product, with plans to enhance marketing efforts to expand its influence [13].

Core Viewpoint - 中远海科's performance in the first half of 2025 showed significant declines in revenue and net profit, primarily due to a drop in demand and increased competition in its main business segments [1][2]. Financial Performance - The company reported a revenue of 789 million yuan, a year-on-year decrease of 9.97% [1]. - The net profit attributable to shareholders was 9.83 million yuan, down 91.21% year-on-year [1]. - The gross margin for the digital city and transportation business fell to 5.33%, a decrease of 15.30 percentage points year-on-year [2]. Business Segment Analysis - The digital city and transportation segment experienced a revenue decline of 23.62% to 368 million yuan, significantly impacting overall performance [1]. - The traditional highway system integration business is shrinking, with lower gross margins due to budget management and project delivery issues from government and enterprise clients [2]. - The digital shipping and supply chain business showed resilience, with a revenue increase of 8.81% to 414 million yuan [4]. Industry Trends - The pace of investment in traditional infrastructure, such as highways, has slowed, while user demand is becoming more diversified [3]. - Increased competition from leading equipment manufacturers and large internet platforms is creating uncertainty for 中远海科's growth [3]. Strategic Adjustments - The company is focusing on enhancing its core businesses by increasing investment in foundational technologies like digital twins and video platforms [3]. - 中远海科 has divested its 50% stake in a subsidiary to concentrate on its two main business areas [4]. - The company plans to accelerate the market promotion of its product matrix and develop the smart shipping industry [5]. Future Outlook - 中远海科 aims to maintain stable overall revenue while optimizing the structure of its digital city and transportation business [5]. - The company will continue to invest in research and development, with a focus on core products and innovative business models [5].

股票简称：中远海科 股票代码：002401 编号： 2025-029 中远海运科技股份有限公司 表决结果：同意 8 票，反对 0 票，弃权 0 票。 公司董事会审议通过了《2025 年半年度报告》及《2025 年半年度 报告摘要》，第七届董事会审计委员会第二十次会议已对该议案先行 审议。 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 一、会议的通知、召集及召开情况 中远海运科技股份有限公司（以下简称"公司"）第七届董事会 第四十一次会议于 2025 年 8 月 26 日在公司会议室以现场加通讯方式 召开。会议通知按照《公司章程》规定时间以电子邮件方式送达全体 董事。 本次会议由公司董事长王新波先生召集并主持，应参加会议董事 八人，实际参加会议董事八人，其中董宇航先生、杨珉先生以通讯方 式参加。本次会议的召集和召开符合《公司法》《公司章程》和《董 事会议事规则》规定。 二、会议决议 经与会董事充分审议、有效表决，以记名投票方式通过如下决议： （一）审议通过《2025 年半年度报告》及《2025 年半年度报告摘 要》。 《2025 年半年度报告》全文详见巨潮资讯网（ ...

Core Insights - The company reported a revenue of 788,751,121.06 yuan for the first half of 2025, representing a year-on-year decline of 9.97% [1] - The net profit attributable to shareholders of the listed company was 9,830,178.99 yuan, showing a significant year-on-year decrease of 91.21% [1] Financial Performance - Revenue for the first half of 2025: 788.75 million yuan, down 9.97% compared to the previous year [1] - Net profit for the same period: 9.83 million yuan, down 91.21% year-on-year [1]

Group 1 - The core point of the article is that China Merchants Industry Holdings announced the approval of several proposals, including the investment adjustment plan and asset disposal adjustment plan for 2025 [2] Group 2 - The seventh board of directors held its 41st meeting to review and approve the aforementioned proposals [2] - The announcement was made on the evening of August 26 [2]

Group 1 - Sichuan Gold achieved a net profit of 209 million yuan in the first half of 2025, a year-on-year increase of 48.41% [1] - Hai Xin Co. reported a net profit of 108 million yuan, up 5.62% year-on-year, despite a revenue decline of 8.35% [1] - Shanhe Pharmaceutical Auxiliary's net profit decreased by 2.61% to 93.04 million yuan, with a revenue increase of 4.65% [2] Group 2 - Donghua Software's net profit fell by 15.78% to 244 million yuan, with a slight revenue decline of 1.76% [2] - Zhongyuan Haike reported a significant net profit drop of 91.21% to 9.83 million yuan, alongside a revenue decrease of 9.97% [3] - Xingxin New Materials experienced a net profit decline of 21.72% to 33.64 million yuan, with a minimal revenue growth of 0.02% [4] Group 3 - Longban Media's net profit increased by 13.28% to 120 million yuan, despite a revenue drop of 24.01% [6] - Guangge Technology reported a net loss of 31.38 million yuan, worsening from a loss of 20.17 million yuan in the previous year, with a revenue increase of 71.44% [7] - Ge Ke Wei's net profit decreased by 61.59% to 29.76 million yuan, despite a revenue growth of 30.33% [8] Group 4 - Shaoyang Hydraulic's net profit fell by 31.68% to 7.11 million yuan, with a revenue decline of 12.84% [9] - Qianjiang Biochemical achieved a net profit of 107 million yuan, a year-on-year increase of 30.24%, despite a revenue decline of 9.64% [10] - Jianhui Information's net profit dropped by 82.99% to 502.52 million yuan, with a revenue increase of 9.03% [11] Group 5 - Nobon Co. reported a net profit of 65.33 million yuan, up 48.33% year-on-year, with a revenue increase of 33.35% [12] - Proya's net profit increased by 13.80% to 799 million yuan, with a revenue growth of 7.21% [13] - Huayuan Holdings reported a net loss of 22.48 million yuan, improving from a loss of 39.2 million yuan in the previous year, with a revenue decline of 94.74% [15] Group 6 - Chihong Zn & Ge's net profit increased by 3.27% to 932 million yuan, with a revenue growth of 7.67% [17] - Dae Oriental's net profit decreased by 45.33% to 59.04 million yuan, with a revenue decline of 5.20% [19] - Zhongnong Lihua's net profit fell by 10.06% to 142 million yuan, despite a revenue increase of 3.27% [20] Group 7 - Triangle Tire's net profit decreased by 35.31% to 396 million yuan, with a revenue decline of 4.50% [21] - Lianchuang Optoelectronics reported a net profit of 263 million yuan, up 15.18% year-on-year, with a revenue increase of 6.51% [22] - Taijing Technology's net profit fell by 61.59% to 22.04 million yuan, despite a revenue growth of 16.73% [23] Group 8 - Congsheng Co. announced plans to establish a wholly-owned subsidiary with an investment of 5 million yuan [24] - Yilian Network's net profit decreased by 8.84% to 1.24 billion yuan, with a slight revenue decline of 0.64% [25] - Weichuang Electric's net profit increased by 4.87% to 141 million yuan, with a revenue growth of 16.39% [26] Group 9 - Liuyuan Chemical reported a net loss of 149 million yuan, worsening from a profit of 29.37 million yuan in the previous year, with a revenue increase of 3.10% [28] - Luxshare Precision achieved a net profit of 6.644 billion yuan, a year-on-year increase of 23.13%, with a revenue growth of 20.18% [29] - Jiangfeng Electronics reported a net profit of 253 million yuan, up 56.79% year-on-year, with a revenue increase of 28.71% [30] Group 10 - Hongqiao Technology reported a net loss of 22.97 million yuan, worsening from a profit of 21.96 million yuan in the previous year, with a revenue decline of 11.76% [31] - Hong Sifang's net profit decreased by 47.10% to 43.97 million yuan, with a revenue decline of 8.18% [32] - Huaxia Happiness reported a net loss of 6.827 billion yuan, worsening from a loss of 4.849 billion yuan in the previous year, with a revenue decline of 50.90% [35] Group 11 - Watson Bio's net profit decreased by 74.69% to 43.16 million yuan, with a revenue decline of 19.47% [37] - Huayang Lianzhong's controlling shareholder plans to increase its stake by 1% to 2% [39] - Lanhua Ketech's net profit decreased by 89.58% to 57.48 million yuan, with a revenue decline of 26.05% [41] Group 12 - Aike Optoelectronics reported a net profit increase of 127.40% to 36.04 million yuan, with a revenue growth of 64.39% [43] - Guojia Automobile's net profit decreased by 14.32% to 21.3 million yuan, with a revenue decline of 11.64% [44] - Yingjia Gongjiu's net profit decreased by 18.19% to 1.13 billion yuan, with a revenue decline of 16.89% [46] Group 13 - China Shipbuilding Technology reported a net loss of 574 million yuan, worsening from a loss of 81.71 million yuan in the previous year, with a revenue increase of 30.79% [48] - Dayang Electric's net profit increased by 34.41% to 602 million yuan, with a revenue growth of 7.66% [49] - Shoukai Co. reported a net loss of 1.839 billion yuan, improving from a loss of 1.948 billion yuan in the previous year, with a revenue increase of 105.19% [51]

Group 1 - The core point of the article highlights that China Merchants Heavy Industry (SZ 002401) held its 40th meeting of the 7th board of directors on August 26, 2025, to discuss the investment adjustment plan and asset disposal plan for 2025 [1] - For the year 2024, the revenue composition of China Merchants Heavy Industry indicates that 98.73% comes from computer application services, while other businesses account for 1.27% [1] - As of the time of reporting, the market capitalization of China Merchants Heavy Industry is 7.2 billion yuan [1] Group 2 - The article mentions a significant growth in the pet industry, which is projected to reach a market size of 300 billion yuan, leading to a surge in stock prices for related companies [1]

Group 1 - The company reported a revenue of 789 million yuan and a net profit of 9.83 million yuan for the first half of 2025 [1] - The digital shipping and supply chain business segment achieved a revenue of 414 million yuan, an increase of 8.81% year-on-year, while the digital city and transportation segment saw a revenue decline of 23.62% to 368 million yuan due to decreased customer demand and intensified competition [1] - The marketing center has established a four-level marketing system that significantly shortens the conversion cycle for major clients, leading to a notable increase in contributions from strategic clients [1] Group 2 - The company is accelerating the construction of a "platform + product + service" business model, with its shipping management platform serving over 900 vessels and the highway toll comprehensive business platform covering four provincial-level toll centers [2] - The company has over 200,000 personal users and more than 1,800 enterprise users on its shipping platform, with over 300 vessels installed with the self-developed crew behavior perception system [2] - The company has applied for and authorized 95 invention patents and obtained 7 software copyrights within the year, while participating in the formulation of 25 national standards [2][3]