证券代码：002405 证券简称：四维图新 公告编号：2025-044 ，公司将为北汽新能源两车型开发泊车软件 产品。 根据《深圳证券交易所股票上市规则》 北京四维图新科技股份有限公司 关于与北京新能源汽车股份有限公司签署开发合同 的自愿性信息披露公告 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。 特别提示： 和最终成果尚存在不确定性，敬请广大投资者谨慎决策，注意投资风 险。 构成重大影响，对公司未来年度经营业绩的影响将视双方后续项目的 实施进展情况确定。 一、概况 近日，北京四维图新科技股份有限公司（以下简称"公司"或"四 维图新"）与北京新能源汽车股份有限公司（以下简称"北汽新能源"） 签署《零部件开发合同》 《公司章程》等相关规定， 本次合同的签署不构成关联交易，亦不构成《上市公司重大资产重组 管理办法》规定的重大资产重组，无需提交股东会和董事会审议。 二、交易对方介绍 公司名称：北京新能源汽车股份有限公司 法定代表人：张国富 注册资本：1506029.573 万元 注册地址：北京市北京经济技术开发区东环中路 5 号 12 幢 1 层 经营范围：生产电 ...

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets have announced significant developments, including management changes, stock trading fluctuations, and major contracts, which may present investment opportunities and risks for investors [2]. Group 1: Management Changes and Legal Issues - Scanda's chairman and general manager, Li Yuejie, along with director Zhu Chuncheng, have been subjected to criminal coercive measures due to alleged violations related to information disclosure [3]. - Longhong High-Tech is planning to acquire 100% equity of Guangxi Changke, leading to a stock suspension for up to 10 trading days [6]. Group 2: Stock Trading and Performance - New Asia Electronics reported abnormal stock trading with a cumulative price deviation exceeding 20% over three days, while confirming that its operations are normal and consistent with previously disclosed share reduction plans [5]. - ST Tiexin announced the removal of risk warnings and a name change, which will increase the trading limit from 5% to 10% [8]. Group 3: Financial Performance Forecasts - Industrial Fulian expects a net profit increase of 36.84% to 39.12% year-on-year for the first half of 2025, driven by a surge in AI-related business [18]. - Huayou Cobalt anticipates a net profit increase of 55.62% to 67.59% for the same period, benefiting from integrated operations and rising cobalt prices [19]. - Guoli Co. forecasts a staggering net profit increase of 130.91% to 158.08% for the first half of 2025, attributed to new product and market expansions [20]. - Bangji Technology expects a net profit increase of 166.77% to 200.91%, driven by increased sales from direct sales channels [21]. - Lier Chemical predicts a net profit increase of 185.24% to 196% due to rising product sales and cost reduction efforts [25]. Group 4: Major Contracts and Projects - Huadian Science and Technology signed significant contracts worth approximately RMB 25.16 billion for coal handling and transportation systems [41]. - Aerospace Engineering is the first candidate for a project with a bid of RMB 23.92 billion for a coal gasification facility [43].

7月7日晚间，四维图新（002405）发布公告，公司近日与北京新能源汽车股份有限公司（以下简称"北 汽新能源"）签署《零部件开发合同》，将为后者两车型开发泊车软件产品。 2024年，四维图新实现营收35.18亿元，同比增长12.68%。其中智云业务录得营收22.54亿元，同比增长 28.96%；智芯业务营收5.66亿元，同比增长10.92%；智舱业务板块收入为4.03亿元，同比下降12.87%； 受产品结构调整及交付周期的影响，智驾业务营收为2.71亿元，同比下滑28.08%。 定点方面，2024年初至2025年一季度，四维图新获得基础行车产品300万套及舱泊产品60万套的新增定 点。 目前，四维图新正处于转型投入期，净利润处于阶段性亏损状态，不过亏损幅度正在收窄。2024年，公 司净利润为-10.95亿元，同比减亏超3亿元。公司预计，伴随着市场份额的增加，2025年将实现大幅减 亏。 不过，技术开发项目经历一定的研发周期，且存在研发活动固有的风险，四维图新提示投资者注意投资 风险。 就智驾业务而言，其盈利水平取决于订单的构成，如开发成本、软硬件占比、采购成本、出货量等，其 中出货量是重要影响因素。目前，四维 ...

7月7日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 斯康达：公司董事长兼总经理李月杰和董事朱春城被采取刑事强制措施 工业富联二季度净利润预增约五成 工业富联(601138)发布2025年半年度业绩预告，预计上半年实现归母净利润119.58亿元—121.58亿元， 同比上升36.84%到39.12%；预计第二季度实现归母净利润67.27亿元到69.27亿元，同比上升47.72%— 52.11%，均创下同期历史新高。业绩大幅增长主要得益于AI相关业务的爆发，在第二季度AI服务器营 收同比增长超过60%，800G交换机营收达2024全年的3倍。 华友钴业：上半年净利同比预增55.62%到67.59% 瑞斯康达(603803)公告，7月5日，公司收到相关人员家属通知，因涉嫌违规披露、不披露重要信息罪， 根据《中华人民共和国刑事诉讼法》第八十二条的规定，北京市公安局朝阳分局决定对公司董事长兼总 经理李月杰和董事朱春城采取刑事强制措施，其中朱春城已被取保候审。经与有关部门了解，上述涉嫌 违规披露、不披露重要信息事项与2023年9月中国证监会对公司做出的行政处罚系同 ...

Group 1: Company Performance - Wanwei High-tech expects a net profit of 235 million to 265 million yuan for the first half of 2025, representing a year-on-year increase of 81.34% to 104.48% [1] - Jin Guan Electric has won bids for projects from Southern Power Grid and Guangxi Power Grid, with a total bid amount of approximately 42.81 million yuan, accounting for 5.76% of the company's 2024 revenue [2] - Ankai Bus reported a June vehicle sales increase of 37.88% year-on-year, with a total production of 814 vehicles, a 52.23% increase [4] - Daqin Railway's June cargo transport volume increased by 5.29% year-on-year, totaling 32.42 million tons [5] - Xianggang Technology anticipates a net profit of 75 million to 85 million yuan for the first half of 2025, a year-on-year increase of 410% to 478% [9] - Longxin General expects a net profit of 1.005 billion to 1.12 billion yuan for the first half of 2025, a year-on-year increase of 70.52% to 90.03% [10] - Le Xin Technology forecasts a net profit of 250 million to 270 million yuan for the first half of 2025, a year-on-year increase of 65% to 78% [11] - I-Le Furniture expects a net profit of 80 million to 99 million yuan for the first half of 2025, a year-on-year increase of 76.08% to 117.90% [13] - Shennong Group sold 219,000 pigs in June, generating sales revenue of 385 million yuan [14] - Guohuo Airlines anticipates a net profit of 1.187 billion to 1.267 billion yuan for the first half of 2025, a year-on-year increase of 78.13% to 90.14% [45] Group 2: Industry Developments - The electric power equipment industry is seeing increased project bids, as evidenced by Jin Guan Electric's recent contracts [2] - The automotive industry is experiencing growth, with Ankai Bus reporting significant increases in both production and sales [4] - The railway transportation sector is showing resilience with Daqin Railway's cargo transport volume growth [5] - The pharmaceutical industry is advancing with clinical trial approvals, such as Wanbang's WP107 oral solution for treating myasthenia gravis [6] - The packaging and printing industry is witnessing substantial profit growth, as indicated by Xianggang Technology's performance forecast [9] - The agricultural sector, particularly in pig farming, is maintaining steady sales figures, as shown by Shennong Group's sales data [14]

Economic News - The textile industry saw an industrial added value growth of 3.4% year-on-year from January to May 2025, with yarn, fabric, chemical fiber, and clothing production increasing by 4.9%, 0.2%, 5.5%, and 0.3% respectively [2] - The Ministry of Civil Affairs announced a special fund of 300 million yuan to support meal services for the elderly in 2025, alongside the establishment of 441,000 family elderly care beds and 798,000 home care services [2] - The Ministry of Commerce and other departments issued a work plan to promote domestic service consumption and rural revitalization, focusing on employment support and skills upgrading for domestic service workers [2] - The People's Bank of China conducted a reverse repurchase operation of 106.5 billion yuan at a rate of 1.4% [2] - The three major exchanges implemented new regulations for algorithmic trading to enhance supervision of high-frequency trading [2] - The Ministry of Civil Affairs introduced the first administrative division code management measures, effective from September 1, 2025 [2] - The National Development and Reform Commission announced that self-built high-power charging facilities by new energy vehicle companies should be open to all [2] Company Insights - Siwei Tuxin signed a contract with Beijing New Energy Automobile Co., Ltd. to develop parking software for two models, with no significant impact on the company's current financial status [6] - Bangji Technology expects a net profit of 62.5 million to 70.5 million yuan for the first half of 2025, a year-on-year increase of 166.77% to 200.91% [6] - Ankai Bus reported a total sales volume of 3,742 units for 2025, a year-on-year increase of 37.88% [6] - Weijie Chuangxin launched its second-generation L-PAMiD module, achieving significant improvements in efficiency and power consumption, and has received orders from domestic brand clients [6] - Shennong Group sold 219,000 pigs in June 2025, a year-on-year decrease of 7.52%, with total sales revenue of 385 million yuan [6] Industry Analysis - The food and beverage sector showed a revenue growth of 3.92% in 2024, with a slight increase of 2.54% in Q1 2025, indicating a weak recovery with structural opportunities [19] - The liquor industry faced a slowdown with a revenue growth of only 1.68% in Q1 2025, impacted by a negative macro environment and a ban on business-related alcohol [20] - The snack food segment experienced a revenue growth of 12.74% in 2024, but slowed to 0.29% in Q1 2025, with some products showing strong growth potential [21] - The condiment industry saw a recovery in gross margin due to lower raw material prices, with leading companies like Haitian Flavor Industry showing improved profitability [22] - The frozen food sector faced challenges with a revenue decline of 4.54% in Q1 2025, although the baking segment showed significant growth [23] - The dairy industry is expected to recover as raw milk prices stabilize, with companies like Yili and Bright Dairy showing signs of improved performance in Q1 2025 [25] Investment Recommendations - The solid-state battery industry is accelerating, with companies like Yiwei Lithium Energy and Ganfeng Lithium making significant advancements in battery technology [26][27] - The solid-state battery technology is expected to meet high-performance demands and is likely to be widely adopted in new applications such as eVTOL and humanoid robots [27] - Investment opportunities are highlighted in companies with leading solid-state battery technology and those involved in the supply chain, such as Guoxuan High-Tech and Tianan Technology [29]

证券代码：002405 证券简称：四维图新 公告编号：2025-044 北京四维图新科技股份有限公司 关于与北京新能源汽车股份有限公司签署开发合同 的自愿性信息披露公告 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。 特别提示： 1、本次签署的开发合同确立了双方的合作关系，具体实施进度 和最终成果尚存在不确定性，敬请广大投资者谨慎决策，注意投资风 险。 2、本次开发合同的签署不会对公司本年度财务状况及经营业绩 构成重大影响，对公司未来年度经营业绩的影响将视双方后续项目的 实施进展情况确定。 一、概况 近日，北京四维图新科技股份有限公司（以下简称"公司"或"四 维图新"）与北京新能源汽车股份有限公司（以下简称"北汽新能源"） 签署《零部件开发合同》，公司将为北汽新能源两车型开发泊车软件 产品。 根据《深圳证券交易所股票上市规则》《公司章程》等相关规定， 本次合同的签署不构成关联交易，亦不构成《上市公司重大资产重组 1 管理办法》规定的重大资产重组，无需提交股东会和董事会审议。 法定代表人：张国富 注册资本：1506029.573 万元 注册地址：北京市北京经济技 ...

四维图新(002405.SZ)公告称，公司与 北汽新能源签署《零部件开发合同》，公司将为北汽新能源两车 型开发泊车软件产品。 ...

Core Viewpoint - The company Siwei Zhihui, linked closely with Siwei Tuxin and backed by investors like Didi and Tencent, is expected to perform well despite its financial struggles, as indicated in its recent IPO filing. Group 1: Financial Performance - Siwei Zhihui's revenue from 2022 to 2024 shows a decline, with figures of 539 million, 477 million, and 479 million yuan respectively, and a net loss increasing from 13.59 million to 133 million yuan [1][3] - The revenue contribution from its largest customer, Siwei Tuxin Beijing, accounted for 62.6%, 46.5%, and 47.8% of total revenue from 2022 to 2024 [3][4] - The revenue from the smart cockpit software solutions increased from 163 million to 243 million yuan, while the revenue from integrated hardware and software solutions decreased from 374 million to 235 million yuan [6][8] Group 2: Customer Base and Relationships - The majority of Siwei Zhihui's revenue comes from a limited number of clients, with the top five clients contributing 85.9%, 96.2%, and 92.2% of total revenue from 2022 to 2024 [4] - The company has a significant dependency on its major shareholders, with Siwei Tuxin holding 27.02% and Didi holding 16.46% of shares [3][4] Group 3: Market Position and Growth Potential - The smart cockpit solutions market in China is projected to grow from 57.3 billion to 132.2 billion yuan from 2020 to 2024, with a compound annual growth rate of 23.3% [9] - Siwei Zhihui ranks tenth among domestic primary smart cockpit solution providers, holding a market share of 0.1% [6][9] Group 4: Cost Structure and Investment - The company's research and development expenses are significantly high, with a notable increase in technical outsourcing fees from 12.62 million to 43.01 million yuan, marking a 240.8% increase [7][8] - The sales cost as a percentage of revenue has remained consistent, at approximately 70% over the years [7]

Core Viewpoint - The company is actively transforming into a leading player in the intelligent driving sector, leveraging its data and technology advantages while adapting to market trends through precise product alignment [1][2]. Group 1: Company Developments - The company’s subsidiary, Siwei Zhili, has submitted an application for an H-share IPO, marking a significant step in its growth strategy [1]. - Siwei Zhili is primarily focused on smart cockpit software solutions and has a strong shareholder base, including major players like Didi and Tencent, which enhances its market position [1][4]. - As of June 20, 2025, Siwei Zhili has delivered over 15.9 million smart cockpit software solutions and over 1.55 million integrated hardware and software solutions [3]. Group 2: Market Position and Financials - Siwei Zhili ranks tenth among domestic primary smart cockpit solution providers, holding a market share of 0.1%, and ranks third globally among software-driven Chinese suppliers [3]. - Despite reporting losses of 203 million RMB, 265 million RMB, and 377 million RMB for the years ending December 31, 2022, 2023, and 2024 respectively, the company has shown stable revenue performance with total revenues of approximately 538.8 million RMB, 477.2 million RMB, and 478.8 million RMB for the same years [4]. - The company has a strong customer base, with revenue from its top five clients accounting for 85.9%, 96.2%, and 92.2% of total revenue over the past three years [4]. Group 3: Industry Trends and Future Outlook - The global smart cockpit market is projected to reach 774.6 billion RMB by 2029, with the Chinese market expected to exceed 300 billion RMB, indicating significant growth potential [2]. - The company is focusing on building a comprehensive ecosystem for intelligent driving, including partnerships with major cloud service providers like Alibaba Cloud and Huawei Cloud to enhance its technological capabilities [9]. - The management team is committed to staying updated on industry trends and competitor movements to maintain a competitive edge in the rapidly evolving automotive market [10].