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） ...

Group 1 - Huawei Cloud's global ecosystem president announced the comprehensive upgrade of Huawei Developer Space, integrating various AI-native application development capabilities [1] - Jieshun Technology, as a new partner in the HarmonyOS ecosystem, highlighted the advantages of native intelligent experiences through cloud collaboration, enabling third-party HarmonyOS native apps to utilize the Pangu model capabilities [1] - The collaboration aims to launch AI services such as "AI Navigation" and "Visitor Access" to reshape user interactions within smart parks, driven by AI and proactive device services [1] Group 2 - In Jieshun Technology's smart park scenarios, high user experience requirements are emphasized for visitor access and reception services, utilizing HarmonyOS's "AI Navigation" to provide detailed information about points of interest [2] - The "Visitor Access" service allows for quick self-service access for visitors, enhancing the user experience through automatic identity verification [2] - Jieshun Technology invests 10% of its annual revenue in R&D, has filed 1,000 patents, and has made significant advancements in AI algorithms and license plate recognition technologies [2]

Core Insights - Tencent Cloud and Jieshun Technology have entered into a strategic partnership to enhance smart city development through advanced cloud computing, audio-video technology, and AI capabilities [1][7] Group 1: Strategic Cooperation Focus - The collaboration will focus on three main areas: upgrading cloud service infrastructure, integrating real-time audio-video capabilities with access control systems, and innovating AI and edge computing solutions [3][5] - Jieshun Technology will fully integrate with Tencent Cloud's high-performance PaaS platform to ensure stable and efficient operation of its smart access control and parking systems [3] Group 2: Technological Innovations - The partnership will enable seamless integration of access control devices with WeChat, allowing users to communicate via video calls for identity verification and access management [5] - Both companies will explore joint solutions for intelligent vehicle management and anomaly detection, aiming to create a safer and smarter "people-vehicle access" management model [5] Group 3: Commitment to Sustainable Development - Jieshun Technology's Vice President emphasized that this collaboration marks a significant step in technological innovation and service expansion, aiming to break traditional boundaries in parking and community management [7] - Tencent Cloud's Vice President stated that the partnership will leverage advanced infrastructure and AI capabilities to integrate innovative cloud technologies into real-world applications, promoting a win-win scenario for technology and user value [7]

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。 特别提示： 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年9月18日9:15－9:25、9:30－ 11:30和13:00－15:00；通过深圳证券交易所互联网投票系统投票的具体时间为：2025年9月18日9:15－ 15:00期间的任意时间。 2、会议召开地点 深圳市龙华区观盛二路5号捷顺科技中心A座2306会议室。 3、会议方式 现场记名投票、网络投票相结合的方式。 1、本次股东大会未出现否决议案的情形。 2、本次股东大会没有增加或变更提案的情况。 一、会议召开和出席情况 1、召开时间 （1）现场会议于2025年9月18日下午15:00开始； （2）网络投票时间： 6、本次会议的召集、召开符合有关法律、行政法规、部门规章、规范性文件和公司章程的规定。 7、出席本次会议的股东及股东授权委托代表共157人，代表公司发行在外有表决权股份343,257,078股， 占公司发行在外有表决权股份总数的53.6516%（注：截至本次股东大会股权登记日，公司已累计回购 部分社会公众股份3,650,000 ...

证券日报网讯 9月18日晚间，捷顺科技发布公告称，公司聘任唐琨先生为证券事务代表。 （文章来源：证券日报） ...

证券日报网讯 9月18日晚间，捷顺科技发布公告称，公司于2025年9月18日在公司会议室召开职工代表 大会，同意选举魏大红先生为公司第七届董事会职工代表董事，任期自本次职工代表大会审议通过之日 起至第七届董事会任期届满之日止。 （文章来源：证券日报） ...

证券代码：002609 证券简称：捷顺科技 公告编号：2025-059 深圳市捷顺科技实业股份有限公司 关于董事会完成换届选举及聘任高级管理人员、董事会秘书、 证券事务代表、审计部负责人的公告 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。 2025 年 9 月 18 日，深圳市捷顺科技实业股份有限公司（以下简称"公司"） 召开了 2025 年第二次临时股东大会，审议并通过了《关于董事会换届选举第七 届董事会非独立董事的议案》《关于董事会换届选举第七届董事会独立董事的议 案》，股东大会选举产生的 8 名非职工代表董事与公司 2025 年 9 月 18 日召开的 职工大会选举产生的职工代表董事共同组成公司第七届董事会。2025 年 9 月 18 日公司召开了第七届董事会第一次会议，审议并通过了《关于选举公司第七届董 事会董事长的议案》《关于选举公司第七届董事会各专业委员会委员的议案》《关 于聘任公司高级管理人员的议案》《关于续聘公司董事会秘书及证券事务代表的 议案》《关于续聘公司审计部负责人的议案》。公司第七届董事会换届选举工作 已完成，现将具体情况公告如下： ...

证券代码：002609 证券简称：捷顺科技 公告编号：2025-060 深圳市捷顺科技实业股份有限公司 董事会 二〇二五年九月十九日 1 附件：职工代表董事个人简历 关于选举职工代表董事的公告 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"）第六届董事会已任期 届满，为顺利完成董事会换届选举工作，根据《公司法》《深圳证券交易所股票 上市规则》《深圳证券交易所上市公司自律监管指引第1号——主板上市公司规 范运作》等相关法律法规、规范性文件及《公司章程》的有关规定，公司于2025 年9月18日在公司会议室召开职工代表大会，经与会职工代表投票表决，同意选 举魏大红先生为公司第七届董事会职工代表董事，将与公司2025年第二次临时股 东大会选举产生的八名非职工代表董事共同组成公司第七届董事会，任期自本次 职工代表大会审议通过之日起至第七届董事会任期届满之日止。 魏大红先生符合《公司法》《公司章程》等法律法规和制度规定的董事任职 资格及条件。公司第七届董事会中兼任公司高级管理人员以及由职工代表担任的 董事人数总计不超过公司 ...