深圳市捷顺科技实业股份有限公司 2025 年半年度报告全文 深圳市捷顺科技实业股份有限公司 2025 年半年度报告 2025 年 8 月 27 日 1 深圳市捷顺科技实业股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人唐健、主管会计工作负责人刘翠英 及会计机构负责人(会计 主管人员)张建声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中如有涉及未来的计划、业绩预测等方面的内容，均不构成本公司 对任何投资者及相关人士的承诺，投资者及相关人士均应对此保持足够的风 险认识，并且应当理解计划、预测与承诺之间的差异。 公司在经营中可能存在的风险因素内容已在本报告"第三节 管理层讨论 与分析"之"十、公司面临的风险和应对措施"部分予以描述，敬请投资者 注意并仔细阅读该章节全部内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | | 4 | | --- | - ...

证券代码：002609 证券简称：捷顺科技 公告编号：2025-045 深圳市捷顺科技实业股份有限公司 关于部分限制性股票回购注销完成的公告 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。 特别提示： 1、本次回购注销的限制性股票共计 1,917,920 股，占回购注销前公司总股 本 645,356,761 股的比例为 0.2972%，涉及人数 527 人，公司就本次限制性股票 回购注销事项支付的回购资金总额为 9,321,445.60 元。 2、截至本公告之日，公司在中国证券登记结算有限责任公司深圳分公司完 成了上述限制性股票回购注销手续的办理。 （一）回购注销原因 根据《管理办法》、《2021年股权激励计划（草案）》的相关规定，鉴于2021 年股票期权与限制性股票激励计划涉及的26名激励对象因离职已不符合激励条 件，且公司已与前述激励对象解除或者终止劳动关系，公司回购注销该等激励对 象已获授但尚未解锁的限制性股票合计91,360股；鉴于2021年股票期权与限制性 股票激励计划第三个解锁期公司设定的业绩考核未达标，公司回购注销涉及501 名激励对象已获授但尚 ...

Core Insights - The launch of "Jie Parking - Parking Information MCP Service" on Alibaba Cloud's Bailian platform marks the first and only MCP service in the parking industry, providing efficient parking information queries and AI capabilities for developers [1][2] - Jie Parking, a subsidiary of Shenzhen Shunyi Tong Information Technology Co., Ltd., is a leading smart parking service platform in China, covering over 400 cities and more than 59,000 parking lots, with over 140 million registered users [1][2] - The MCP service aims to break the "information island" status of complex parking data, enabling a professional-grade parking capability that is ready to use [1][2] Industry Impact - The MCP service allows small and medium-sized enterprises in the parking industry to access professional parking capabilities at a low cost, enhancing efficiency without the need for in-house development [3] - It facilitates innovation in business models by providing access to previously hard-to-obtain static traffic data for related industries such as navigation, vehicle services, and payment systems, thereby improving consumer service experiences and generating additional revenue [3] - The integration of parking data into urban traffic management systems can help alleviate traffic congestion and promote staggered parking demand sharing through real-time parking space saturation alerts [3]

证券时报·数据宝统计，截至上午收盘，上证综指3686.34点，涨跌幅为0.56%，A股总成交额为13282.77 亿元。到目前为止，今日有52只A股的5日均线主动下穿10日均线，其中*ST高鸿、步科股份、嵘泰股份 等个股的5日均线较10日均线距离最大，分别达-1.93%、-1.08%、-0.92%。（数据宝） 部分5日、10日均线死叉个股 | 代码 | 简称 | 今日涨跌 | 今日换手 | 5日均线 | 10日均线 | 5日较10日均线 | 最新价 | 较10日均线乖 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （%） | 率（%） | （元） | （元） | 距离（%） | （元） | 离率（%） | | 000851 | *ST 高鸿 | -5.00 | 0.10 | 2.09 | 2.13 | -1.93 | 1.90 | -10.76 | | 688160 | 步科 股份 | 0.48 | 0.49 | 94.86 | 95.89 | -1.08 | 94.36 | -1.60 | | 605133 | 嵘泰 股份 | ...

Market Overview - The Shanghai Composite Index closed at 3602.13 points, with a gain of 0.53% [1] - The total trading volume of A-shares reached 10185.93 billion yuan [1] Technical Analysis - A total of 29 A-shares experienced a death cross between the 5-day and 10-day moving averages today [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Xiongdi Technology: 5-day MA down by 1.70% from the 10-day MA [1] - Sanwei Xinan: 5-day MA down by 1.11% from the 10-day MA [1] - Jinling Sports: 5-day MA down by 1.10% from the 10-day MA [1] Individual Stock Performance - Xiongdi Technology (300546): Today's change -0.23%, latest price 26.47 yuan, 5-day MA 27.31 yuan, 10-day MA 27.78 yuan [1] - Sanwei Xinan (688489): Today's change -0.80%, latest price 39.85 yuan, 5-day MA 40.62 yuan, 10-day MA 41.08 yuan [1] - Jinling Sports (300651): Today's change +0.89%, latest price 21.48 yuan, 5-day MA 23.82 yuan, 10-day MA 24.09 yuan [1] - Other notable stocks include: - Huanrui Century (000892): Today's change -0.86%, latest price 4.59 yuan [1] - Junshi Biological (688180): Today's change +0.45%, latest price 37.83 yuan [1] - Yihau New Materials (301176): Today's change -1.64%, latest price 30.65 yuan [1] Additional Stock Data - Other stocks with notable performance include: - Guanghe Technology (001389): Today's change -2.81%, latest price 62.20 yuan [1] - Kehua Data (002335): Today's change -2.13%, latest price 41.44 yuan [1] - ST Ruihe (002620): Today's change +0.26%, latest price 3.84 yuan [1] - The performance of these stocks indicates a mixed sentiment in the market, with some stocks showing declines while others remain stable or increase slightly [1][2]

Group 1 - The core viewpoint of the news is that Jieshun Technology (002609) has shown a decline in stock price and significant net outflow of funds, despite reporting strong revenue and profit growth in its latest quarterly earnings [1][3]. - As of July 30, 2025, Jieshun Technology's stock closed at 11.24 yuan, down 3.19%, with a turnover rate of 4.52% and a trading volume of 207,500 hands, amounting to 235 million yuan [1]. - The company reported total operating revenue of 305 million yuan for the first quarter of 2025, representing a year-on-year growth of 27.52%, and a net profit attributable to shareholders of 1.58 million yuan, up 110.96% year-on-year [1]. Group 2 - The company has made significant investments, with a total of 27 external investments and participation in 1,123 bidding projects [2]. - Jieshun Technology holds a substantial intellectual property portfolio, including 230 trademarks and 965 patents, along with 113 administrative licenses [2]. - The company's financial ratios indicate a current ratio of 1.984, a quick ratio of 1.447, and a debt-to-asset ratio of 32.34% [1].

Core Viewpoint - As of July 29, 2025, Jieshun Technology (002609) reported a closing price of 11.61 yuan, reflecting a 1.75% increase, with a trading volume of 265,100 hands and a transaction amount of 306 million yuan [1] Group 1: Financial Performance - For the first quarter of 2025, the company reported total operating revenue of 305 million yuan, representing a year-on-year growth of 27.52% [1] - The net profit attributable to shareholders was 1.58 million yuan, showing a significant year-on-year increase of 110.96% [1] - The non-recurring net profit was 1.16 million yuan, also reflecting a year-on-year growth of 106.31% [1] - The company's liquidity ratios include a current ratio of 1.984 and a quick ratio of 1.447, with a debt-to-asset ratio of 32.34% [1] Group 2: Company Background - Jieshun Technology was established in 1992 and is located in Shenzhen, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 645.36 million yuan and a paid-in capital of 300.52 million yuan [1] - The legal representative of the company is Tang Jian [1] Group 3: Investment and Intellectual Property - Jieshun Technology has made investments in 27 enterprises and participated in 1,122 bidding projects [2] - The company holds 230 trademark registrations and 965 patent registrations, along with 113 administrative licenses [2]

Investment Rating - The report maintains a "Positive" investment rating for the computer industry, specifically focusing on Real World Assets (RWA) [4] Core Insights - RWA represents a transformative innovation in financial technology by converting real-world assets into digital assets on the blockchain, potentially leading to exponential growth in the sector [2][6] - The global RWA asset market reached $24.5 billion as of June 2025, with projections to exceed $16 trillion by 2030, indicating a significant opportunity for investment [6][18] - The report emphasizes the importance of regulatory frameworks being established globally to support the growth of RWA, with regions like Hong Kong and the EU leading the way [26][30] Summary by Sections RWA: Connecting Real World Assets to Blockchain - RWA involves the tokenization of tangible and intangible assets through blockchain technology, enhancing liquidity and reducing transaction costs [11][12] - The RWA market is rapidly expanding, with a diverse range of assets including real estate, bonds, and commodities being tokenized [15][16] RWA Issuance Process and Regulatory Framework - The RWA issuance process consists of five key steps: asset selection, legal and compliance framework establishment, technology implementation, token issuance, and ongoing management [21][23] - Various countries are developing regulatory frameworks for RWA, with Hong Kong adopting a sandbox approach to foster innovation while ensuring compliance [26][30] Expansion of Asset Classes and RWA Market - RWA assets can be categorized into cash flow, equity, and non-cash flow assets, with credit and bonds currently leading the market [35][36] - The report highlights the significant growth potential in the RWA sector, particularly in tokenized real estate and securities, which are becoming increasingly popular [46][53] RWA Industry Ecosystem - The RWA ecosystem is forming a collaborative industry chain involving asset providers, technology firms, platforms, compliance custodians, and investors [4][6] - Key players in the blockchain and fintech sectors are recommended for investment, including companies like 恒生电子 and 新国都 [2][6]

Core Viewpoint - Shenzhen Jieshun Technology Co., Ltd. has approved a share repurchase plan to enhance employee incentives and maintain shareholder rights, with a total repurchase fund between RMB 25 million and RMB 50 million [2][4] Summary by Sections Share Repurchase Plan - The company plans to repurchase shares using its own funds through centralized bidding, with a maximum repurchase price of RMB 11.00 per share [2] - The repurchase period is set for 12 months from the board's approval date [2] Adjustments and Implementation - Following the completion of the 2024 annual equity distribution, the maximum repurchase price was adjusted to RMB 10.93 per share [3] - As of the announcement date, the total repurchase funds exceeded the lower limit of the repurchase plan, and the company has completed the repurchase [3][4] Repurchase Details - A total of 3,650,000 shares were repurchased, accounting for 0.57% of the total share capital of 645,356,761 shares [3][4] - The highest transaction price was RMB 6.98 per share, and the lowest was RMB 6.79 per share, with a total transaction amount of RMB 2,957,762 (excluding transaction fees) [3] Impact on the Company - The repurchase is expected to establish a long-term incentive mechanism, enhance investor confidence, and will not significantly impact the company's operations, finances, or future development [4] - The repurchase will not change the company's control or its status as a listed company [4] Future Arrangements - The repurchased shares will be stored in a dedicated repurchase account and will not enjoy voting rights or profit distribution during the holding period [5] - If the company does not implement the employee stock ownership or incentive plan within 36 months after the repurchase, the shares will be canceled [5]

Macro Insights - The macro policy for the second half of the year may involve non-traditional measures, with a focus on price stability and the marginal improvement of asset prices, particularly in equity products [2][32] - The "anti-involution" policy is expected to drive companies to reduce capital expenditures and clear excess capacity, leading to improved economic supply-demand relationships and enhanced corporate profitability [3][44] Strategy Insights - The "anti-involution" trend is identified as a key driver for a bullish market, with high-quality stocks likely to play a crucial role in pushing indices higher [3][44] - AI is recognized as a core driver of the current technological revolution, creating investment opportunities across multiple industries in the A-share market [3][44] - Key sectors to watch in July include solid-state batteries, domestic computing power, non-bank financials, defense and military, and innovative pharmaceuticals, all showing signs of marginal improvement [3][44] Market Performance - The Shanghai Composite Index closed at 3510.18, reflecting a weekly increase of 1.09% [5][7] - The Shenzhen Component Index closed at 10696.10, with a weekly increase of 1.78% [8] Economic Indicators - The manufacturing PMI rose to 49.7% in June, indicating a slight recovery, while the construction PMI significantly improved to 52.8% due to accelerated infrastructure projects [12][13] - Consumer spending showed mixed results, with significant growth in automobile and home appliance sales driven by government subsidies, while other sectors like clothing and cosmetics remained weak [13][14] Industry Trends - The real estate market continues to face challenges, with declining sales and investment, leading to a negative outlook for related sectors [13][14] - The "anti-involution" policy is expected to address price competition and improve product quality, particularly in the durable consumer goods sector [30][44]