捷顺科技（002609）公告，预计2025年上半年净利润为3500万元-5000万元，比上年同期的1701.7万元 增长105.68%-193.82%。 ...

证券代码：002609 证券简称：捷顺科技 公告编号：2025-042 深圳市捷顺科技实业股份有限公司 公司于 2020 年 7 月 29 日召开第五届董事会第八次会议以及 2020 年 8 月 14 日召开 2020 年第二次临时股东大会，先后审议通过了《关于深圳市捷顺科 技实业股份有限公司第二期员工持股计划（草案）及其摘要的议案》、《关于 深圳市捷顺科技实业股份有限公司第二期员工持股计划管理办法的议案》及其 他相关议案，于 2020 年 9 月 17 日第五届董事会第十次会议，审议通过了《关 于第二期员工持股计划（草案修订案）及其摘要的议案》、《关于第二期员工 持股计划管理办法（修订案）的议案》，具体详见公司于 2020 年 7 月 30 日、 2020 年 8 月 15 日、2020 年 9 月 19 日在巨潮资讯网（www.cninfo.com.cn）上 披露的相关公告。 本次员工持股计划股票来源为通过二级市场以大宗交易方式受让的股份。 2020 年 9 月 25 日，公司第二期员工持股计划通过开立的专用证券户完成股份 购买，持有公司股份 250 万股，占公司总股本 644,697,741 股的 0. ...

证券代码：002609 证券简称：捷顺科技 公告编号：2025-041 深圳市捷顺科技实业股份有限公司 第六届董事会第十九次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、会议召开情况 深圳市捷顺科技实业股份有限公司（以下简称"公司"）第六届董事会第十 九次会议通知已于 2025 年 6 月 12 日以电子邮件或电话方式发出，会议于 2025 年 6 月 17 日在深圳市龙华区观盛二路 5 号捷顺科技中心 A 座 2306 会议室以现 场结合通讯表决方式召开。本次会议应参加表决的董事 9 名，实际参加表决的 董事 9 名。会议由董事长唐健先生主持，公司部分高级管理人员列席了本次会 议。本次会议的召集、召开和表决程序符合《中华人民共和国公司法》和《公 司章程》的有关规定。 二、会议审议情况 会议以 7 票赞成、0 票反对、0 票弃权，审议通过了《关于第二期员工持股 计划延期的议案》。 特此公告。 根据《第二期员工持股计划（草案修订案）》的相关规定，本员工持股计划 的存续期届满前 2 个月，经出席持有人会议的持有人所持 2/3 以上份额同意并 提 ...

Meeting Details - The 19th meeting of the 6th Board of Directors of Shenzhen Jieshun Technology Co., Ltd. was held on June 17, 2025, in Shenzhen, with all 9 directors present [2] - The meeting was chaired by Chairman Tang Jian, and it complied with the relevant regulations of the Company Law and the Articles of Association [2] Employee Stock Ownership Plan (ESOP) Extension - The Board approved the proposal to extend the second employee stock ownership plan for an additional 24 months, now set to expire on August 13, 2027 [3][8] - The decision was made based on confidence in the company's future development and the current capital market environment [10] ESOP Background - The second employee stock ownership plan was initially approved in 2020, with a total duration of 60 months from August 14, 2020, to August 13, 2025 [9] - The plan involved the acquisition of 2.5 million shares, representing 0.39% of the company's total share capital [9] Voting and Approval - The proposal for the extension was passed with 7 votes in favor, and no votes against or abstentions [2][4] - Related directors Zhao Yong and Zhou Yu recused themselves from the voting process [4]

Core Viewpoint - The intelligent license plate recognition system is becoming an essential part of modern traffic management, significantly improving efficiency and accuracy in various applications such as highway tolls, urban traffic management, and security monitoring [1][14]. Industry Overview - The license plate recognition system utilizes advanced technology to monitor and identify vehicle license information in real-time, playing a crucial role in modern intelligent traffic management [3]. - The market size of China's license plate recognition system industry reached 1.556 billion yuan in 2023, with an expected growth to 2.398 billion yuan by 2029, reflecting a compound annual growth rate (CAGR) of 7.47% [1][14]. Industry Chain - The upstream of the license plate recognition system industry includes components such as chips, sensors, displays, power supplies, and enclosures, with chips being the core component for image processing [8]. - The downstream applications encompass traffic management, vehicle monitoring, and parking management, highlighting the system's versatility in various sectors [8]. Competitive Landscape - The license plate recognition system industry is characterized by low concentration, with numerous small-scale enterprises. Major players include Hikvision, Dahua Technology, and Jieshun Technology, each leveraging their strengths in video monitoring and parking management [16][17]. Development Trends - Multi-modal recognition is identified as a future trend, integrating various sensors and data sources for enhanced vehicle identification and monitoring [21]. - Product differentiation is crucial for competitive advantage, necessitating improvements in service quality, functionality, and customization to meet diverse customer needs [22]. - Increased emphasis on data security and privacy protection is anticipated, driven by regulations such as the Personal Information Protection Law in China, requiring companies to adopt advanced data management practices [24].

深圳市捷顺科技实业股份有限公司（以下简称"公司"）于 2024 年 7 月 12 日 召开第六届董事会第十四次会议，会议审议通过了《关于回购公司股份方案的议 案》，决定使用自有资金以集中竞价交易方式回购公司部分社会公众股份（A 股）， 回购股份用于实施员工持股及/或股权激励计划。本次回购股份资金不低于人民 币 2,500 万元且不超过人民币 5,000 万元（均含本数），回购股份价格不超过人 民币 11.00 元/股（含本数）。具体回购股份的资金总额、股份数量以回购结束时 实际回购的为准。本次回购股份的实施期限为自公司董事会审议通过本次回购方 案之日起 12 个月内。具体内容详见公司于 2024 年 7 月 13 日、2024 年 7 月 19 日刊载在巨潮资讯网（http://www.cninfo.com.cn）上的《关于回购公司股份方案 的公告》（公告编号：2024-047）、《回购报告书》（公告编号：2024-048）。 鉴于公司已完成 2024 年度权益分派，自 2025 年 5 月 30 日起，本次回购股 份价格上限由不超过人民币 11 元/股调整为不超过人民币 10.93 元/股。具体内容 详见公 ...

关于部分股票期权注销完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市捷顺科技实业股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日 召开了第六届董事会第十八次会议、第六届监事会第十七次会议，审议通过了《关 于注销激励对象已获授但尚未行权的股票期权的议案》。根据《上市公司股权激 励管理办法》、《2021 年股票期权与限制性股票激励计划（草案）》、《2024 年股票 期权激励计划（草案）》相关规定以及公司 2022 年第一次临时股东大会、2024 年第二次临时股东大会的相关授权，公司对因不符合激励条件以及公司业绩考核 未达标而注销激励对象已获授但尚未行权的股票期权合计 7,920,080 份。具体情 况如下： （1）鉴于 2021 年股票期权与限制性股票激励计划（以下简称"2021 年激励 计划"）和 2024 年股票期权激励计划（以下简称"2024 年激励计划"）涉及的 28 名激励对象因离职已不符合激励条件，且已与公司解除或者终止劳动关系，公司 董事会同意对该 28 人已获授但尚未行权的股票期权 667,040 份进行注销，其 ...

Core Viewpoint - The concept of autonomous driving is experiencing a significant rally, with multiple companies in the sector seeing substantial gains in their stock prices [1] Group 1: Market Performance - Companies such as Desay SV and Jieshun Technology reached their daily limit up, indicating strong investor interest and confidence in the autonomous driving sector [1] - Other companies like Luqiao Information, Wanma Technology, Derun Electronics, and Jinli Technology also hit their daily limit up, showcasing a broad-based rally in the market [1] - Stocks such as Yunxingyu, Jike Technology, Zhongyou Technology, and Jingjin Electric saw increases of over 10%, further highlighting the positive momentum in the industry [1]

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry, particularly focusing on AI applications [2]. Core Insights - The report emphasizes that AI applications are entering a realization phase, with significant advancements in model performance and increasing enterprise adoption [2][12]. - The report highlights the emergence of multi-modal capabilities, cost-effective models, and enhanced reasoning abilities as key drivers for AI development [7][12]. - The report notes that the AI sector is witnessing a surge in demand, particularly in advertising, programming, search, big data, office applications, and education, indicating a robust growth trajectory [9][28][37]. Summary by Sections Model Performance Progress - Multi-modal capabilities are being enhanced, with major companies supporting text, image, audio, and video inputs, marking 2025 as a pivotal year for native multi-modal development [7][15]. - High-performance models like OpenAI's GPT-4.1 and Alibaba's Qwen3 have emerged, significantly reducing deployment costs while maintaining performance [7][15]. - New models are achieving breakthroughs in reasoning capabilities across mathematics, coding, and image tasks, meeting higher application demands [7][15]. AI Application Developments - Overseas AI applications are exceeding expectations, with major companies like Microsoft and Alibaba rapidly deploying AI agents to transform user interactions and enterprise workflows [8][28]. - The report identifies a trend where AI is creating new demand and significantly enhancing traditional business needs, particularly in advertising and programming sectors [9][28]. - Companies such as Applovin and Meta are experiencing substantial growth in advertising revenue, driven by improved ROI from AI technologies [9][42]. Agent Industry Progress - The report discusses the evolution of AI agents from tools to collaborative "AI colleagues," reshaping enterprise structures and workflows [11][35]. - Major firms are integrating AI agents into their operations, with Salesforce and ServiceNOW leading the way in enhancing business efficiency through automation [11][35]. - The report predicts that the AI agent market will transition to a multi-agent collaboration model, significantly impacting enterprise budgeting and valuation [11][12]. Investment Recommendations - The report expresses optimism about the accelerated development of AI, suggesting that companies strategically investing in AI are likely to see accelerated performance growth [12]. - It highlights the potential for market space to shift from IT budgets to human resource budgets, leading to a revaluation of AI application companies [12].

Core Points - The stock price of Jieshun Technology (002609) closed at 9.81 yuan on May 23, 2025, down 1.51% from 9.96 yuan the previous week [1] - The company reached a market capitalization of 6.331 billion yuan, ranking 59th in the IT services sector and 2334th in the A-share market [1] Company Announcements - The 2024 Annual General Meeting of Jieshun Technology was successfully held, where ten resolutions were approved, including the annual reports and financial statements [1][4] - The company will repurchase and cancel 1,917,920 shares of restricted stock, reducing the total share capital from 645,356,761 shares to 643,438,841 shares [2][4] - The profit distribution plan for 2024 is to distribute a cash dividend of 0.70 yuan per 10 shares, totaling 44,919,473.27 yuan [3][4] - The upper limit for the share repurchase price has been adjusted to no more than 10.93 yuan per share [2][4] - The election for the new board of directors and supervisory board will be postponed to ensure continuity and stability in the company's operations [2][4]