Core Insights - The article highlights significant year-on-year profit growth for various companies in the first three quarters, with some reporting exceptionally high increases in net profit [1] Group 1: Companies with Exceptional Profit Growth - Xinda Co., Ltd. expects a net profit increase of 2807.87%-3211.74% year-on-year [1] - Shenghe Resources anticipates a net profit growth of 696.82%-782.96% year-on-year [1] - Jiantou Energy projects a net profit rise of 231.75% year-on-year [1] - Batian Co., Ltd. forecasts a net profit increase of 230.79%-260.15% year-on-year [1] - Bai'ao Intelligent expects a net profit growth of 158.04%-210.20% year-on-year [1] Group 2: Companies with Notable Profit Increases - Tongxing Technology anticipates a net profit increase of 154.30%-233.77% year-on-year [1] - Ruixin Microelectronics projects a net profit growth of 116%-127% year-on-year [1] - Yahua Group expects a net profit increase of 106.97%-132.84% year-on-year [1] - Suihengyun A anticipates a net profit rise of 87.83%-180.38% year-on-year [1] - Taishan Petroleum projects a net profit increase of 87%-125% year-on-year [1] Group 3: Companies with Moderate Profit Growth - Shandong Gold anticipates a net profit increase of 83.9%-98.5% year-on-year [1] - Lutai A expects a net profit growth of 70.23%-84.12% year-on-year [1] - Zongshen Power projects a net profit increase of 70%-100% year-on-year [1] - Zijang Enterprises anticipates a net profit rise of 70%-90% year-on-year [1] - Jinjiang Shipping expects a net profit increase of 62.72%-66.89% year-on-year [1] Group 4: Companies with Lower but Positive Profit Growth - Jieshun Technology anticipates a net profit increase of 58.11%-86.01% year-on-year [1] - Gibit expects a net profit growth of 57%-86% year-on-year [1] - Xindong Link expects a net profit increase of 56.43%-91.19% year-on-year [1] - Tongda Co., Ltd. (rights protection) anticipates a net profit increase of 50.01%-111.12% year-on-year [1] - Dongwu Securities projects a net profit growth of 50%-65% year-on-year [1] Group 5: Companies Reporting Turnaround - Yuanda Intelligent (rights protection) expects a net profit of 33.83 million to 50.73 million, marking a turnaround [1] - Luoxin Pharmaceutical (rights protection) anticipates a net profit of 22.70 million to 25.20 million, indicating a turnaround [1] - Zhongke Sanhuan expects a net profit of 80 million to 100 million, also indicating a turnaround [1]

Core Viewpoint - The company expects a significant increase in net profit for the first three quarters, driven by the implementation of its "AI + Parking Management" strategy and growth in innovative business orders [1] Financial Performance - The estimated net profit attributable to shareholders for the first three quarters is between 68 million and 80 million yuan, representing a year-on-year growth of 58.11% to 86.01% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 61.2 million and 73.2 million yuan, reflecting a year-on-year increase of 65.82% to 98.33% [1] Business Strategy and Growth - The company continues to promote its "AI + Parking Management" strategy, leading to a rapid increase in innovative business revenue [1] - The traditional smart hardware business has stabilized, contributing to the overall growth in operating revenue and net profit [1]

Core Viewpoint - The company Jieshun Technology (002609.SZ) has announced its earnings forecast for the first three quarters of 2025, indicating significant growth in net profit compared to the previous year [1] Financial Performance - The company expects a net profit attributable to shareholders of between 68 million to 80 million yuan, representing a year-on-year increase of 58.11% to 86.01% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 61.2 million to 73.2 million yuan, showing a year-on-year growth of 65.82% to 98.33% [1]

Core Viewpoint - Jieshun Technology (002609) expects a significant increase in net profit attributable to shareholders for the first three quarters of 2025, projecting between 68 million to 80 million yuan, representing a year-on-year growth of 58.11% to 86.01% [1] Group 1: Business Strategy and Performance - The company continues to implement its "AI + Parking Management" strategy, which has led to a sustained high growth rate in new orders for innovative business [1] - The revenue scale of innovative business has achieved rapid growth, indicating a deepening of the company's business transformation [1] - The traditional smart hardware business has stabilized, contributing to the overall increase in operating revenue and net profit [1]

Group 1 - The core viewpoint of the news is that Jieshun Technology (SZ 002609) expects a significant increase in net profit for the first three quarters of 2025, driven by its "AI + parking operation" strategy and the growth of innovative business orders [1] - The projected net profit for the first three quarters of 2025 is estimated to be between 68 million to 80 million yuan, representing a year-on-year growth of 58.11% to 86.01% [1] - The basic earnings per share for the same period are expected to be between 0.1064 yuan to 0.1251 yuan [1] Group 2 - The increase in revenue is attributed to the successful implementation of the company's strategic initiatives and the stabilization of traditional smart hardware business [1] - As of the first half of 2025, the revenue composition of Jieshun Technology shows that security accounts for 93.19% and other segments account for 6.81% [1] - The current market capitalization of Jieshun Technology is 6.2 billion yuan [2]

Core Insights - The company expects a net profit attributable to shareholders of 68 million to 80 million yuan for the first three quarters, representing a year-on-year growth of 58.11% to 86.01% [1] Group 1: Business Strategy and Performance - The company continues to promote the "AI + parking operation" strategy, leading to a significant increase in new orders for innovative business [1] - The revenue scale of innovative business has achieved rapid growth, further deepening the company's business transformation [1] - The traditional smart hardware business has stabilized, contributing to the growth of both operating revenue and net profit [1]

Financial Performance - The estimated net profit attributable to shareholders for the first three quarters of 2025 is projected to be between 68 million and 80 million CNY, representing a year-on-year growth of 58.11% to 86.01%[3] - The estimated net profit after deducting non-recurring gains and losses is expected to be between 61.2 million and 73.2 million CNY, indicating a year-on-year increase of 65.82% to 98.33%[3] - The basic earnings per share is forecasted to be between 0.1064 CNY and 0.1251 CNY, compared to 0.0665 CNY in the same period last year[3] Business Strategy - The company continues to implement its "AI + parking operation" strategy, leading to a significant increase in innovative business revenue[5] - Traditional smart hardware business has stabilized, contributing to the growth of the company's operating revenue and net profit[5] Earnings Forecast and Disclosure - The financial data presented in the earnings forecast has not been audited by an external accounting firm[4] - Investors are advised to make cautious decisions as the earnings forecast is based on preliminary estimates by the company's financial department[6] - The company has not communicated the earnings forecast with the accounting firm prior to this announcement[4] - The earnings forecast period is from January 1, 2025, to September 30, 2025[3] - The company emphasizes the importance of accurate information disclosure and the absence of misleading statements[2]

证券代码：002609 证券简称：捷顺科技 公告编号：2025-061 | A股 | 1,945,200 | | | | 0.30 | | --- | --- | --- | --- | --- | --- | | 合计 | | 1,945,200 | | | 0.30 | | 本次权益变动方式（可 | 通过证券交易所的集中交易 | | ☑ | | | | 多选） | 通过证券交易所的大宗交易 | | □ | | | | 其他 | □（请注明） | | | | | | 3、本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | | | 股份性质 | 本次变动前持有股份 本次变动后持有股份 | | | | | | 股数(股) | 占总股本比例 占 本 比 | | 股数(股) | 总 股 | | | | (%) | | | 例(%) | | | 合计持有股份 | 83,965,017 12.82 | 13.12 | 82,019,817 | | | | 其中：无限售条件股份 | 83,965,017 12.82 | 13.12 | 82,019,817 | | | | 有限售条件股份 | ...

Core Insights - The report emphasizes the importance of monitoring the U.S. government shutdown and its impact on economic data and market sentiment, alongside the upcoming 20th Central Committee meeting in China, which will focus on the "14th Five-Year Plan" [4][2] - The market is expected to continue a trend of oscillating upward, supported by positive domestic PMI data and expectations surrounding the "14th Five-Year Plan" [4][2] - The report highlights a potential increase in foreign capital inflows in the fourth quarter, which could support the A-share market [4][2] - The core investment direction is likely to remain focused on technology assets in the near term [4][2] October Stock Picks - The October stock picks include: - China Southern Airlines (Transportation) - COSCO Shipping Specialized Carriers (Transportation) - Tongkun Co., Ltd. (Chemicals) - Yake Technology (Chemicals) - CATL (Electric New Energy) - Lingnan Holdings (Social Services) - Jinghe Integrated (Electronics) - Shenzhen South Circuit (Electronics) - GoerTek (Electronics) - Jieshun Technology (Computers) [9][10] September Performance Review - The September stock portfolio outperformed the market, with notable monthly returns exceeding 30% for CATL and Zhaoyi Innovation, and an absolute return of 4.64%, outperforming the market benchmark by 1.44 percentage points [5][6] Transportation Sector: China Southern Airlines - China Southern Airlines is a leading airline service provider with a significant market share and a robust hub network centered in Guangzhou and Beijing. The company is expected to achieve a revenue of 174.22 billion yuan in 2024, reflecting an 8.94% year-on-year growth [11][12] - The airline industry in China has seen a 172.8% growth in passenger transport over the past 15 years, with a projected domestic passenger transport volume of 730 million in 2024, a 17.86% increase [12][13] Transportation Sector: COSCO Shipping Specialized Carriers - The company reported a 44.05% year-on-year increase in revenue for the first half of 2025, reaching 10.775 billion yuan, with a net profit of 825 million yuan, marking a 13.08% increase [14][15] - The demand for specialized vessels remains strong, particularly in the automotive shipping segment, which saw a 439.87% increase in revenue [15][16] Chemicals Sector: Tongkun Co., Ltd. - The company experienced an 8.41% year-on-year decrease in revenue for the first half of 2025, totaling 44.158 billion yuan, with a notable decline in polyester filament prices due to fluctuating oil prices [16][17] - The gross profit margin improved to 6.76%, reflecting a 0.57 percentage point increase year-on-year [17][18] Chemicals Sector: Yake Technology - The company reported steady revenue growth driven by LNG and electronic materials, with a gross profit margin of 31.82% in the first half of 2025 [19][20] - The electronic materials segment saw a 15.37% year-on-year revenue increase, with significant contributions from semiconductor chemical materials [20][21] New Energy Sector: CATL - CATL is projected to achieve a net profit of 50.745 billion yuan in 2024, a 15.01% increase year-on-year, with a total revenue of 362.013 billion yuan [23][24] - The company maintains a leading position in the global battery market, with a 37.9% market share in 2024 [24][25] Social Services Sector: Lingnan Holdings - The company reported an 8.52% year-on-year increase in revenue for the first half of 2025, totaling 2.09 billion yuan, with a net profit of 50 million yuan, reflecting a 24.39% increase [26][27] - The opening of a city duty-free store is expected to enhance customer flow and boost related tourism industry growth [27][28] Electronics Sector: Jinghe Integrated - The company achieved a 28% year-on-year revenue increase in 2024, totaling 9.249 billion yuan, with a net profit of 533 million yuan, marking a 152% increase [29][30] - The company is focusing on optimizing product structure and upgrading technology processes to maintain competitive advantages [30][31] Electronics Sector: Shenzhen South Circuit - The company reported a 25.63% year-on-year revenue increase in the first half of 2025, reaching 10.453 billion yuan, with a net profit of 1.36 billion yuan [32][33] - The PCB business saw a 29.21% year-on-year increase in revenue, driven by demand in communication and data center sectors [33][34]

证券日报网讯捷顺科技10月9日在互动平台回答投资者提问时表示，2025年上半年，捷顺科技单体净利 润同比下降主要是应收款规模下降，回款常态化推进，坏账回冲较2024年上半年同期有所减少，以及同 期收到子公司的分红款跨期到了2025年7月份所致。子公司盈利改善主要受益于公司创新业务持续规模 化发展，创新业务中的智慧停车运营业务属于持续运营、高毛利业务，业绩保持较快增长，子公司整体 盈利情况得到改善。 （文章来源：证券日报） ...