8月13日，真视通盘中10.02%涨停，截至09:56，报19.43元/股，成交1.4亿元，换手率4.36%，总市值 40.76亿元。 资料显示，北京真视通科技股份有限公司位于北京市丰台区科学城航丰路9号10层1002号园区，公司主 要从事音视频集成、安防工程设计施工等业务，服务领域涵盖能源、政府、金融、交通、教育等，其客 户资源丰富，包括众多政府部门、中央企业、大型金融机构等。公司以"坚守主业、创新发展"的经营理 念，建立了以新算力、新视频、新工业、新能源为主的四大业务板块。 截至3月31日，真视通股东户数4.75万，人均流通股3672股。 2025年1月-3月，真视通实现营业收入5272.71万元，同比减少35.20%；归属净利润-1586.04万元，同比 减少335.51%。 来源：金融界 ...

金融界消息 截至2025年8月11日收盘，真视通（002771）报收于17.86元，下跌1.27%，换手率11.23%， 成交量19.60万手，成交金额3.54亿元。 资金流向方面，今日主力资金净流出1236.96万元，占比成交额3.49%。其中，超大单净流入68.63万 元、占成交额0.19%，大单净流出1305.58万元、占成交额3.69%，中单净流出流出865.24万元、占成交 额2.44%，小单净流入2102.20万元、占成交额5.93%。 真视通最新一期业绩显示，截至2025一季报，公司营业总收入5272.71万元、同比减少35.20%，归属净 利润1586.04万元，同比减少335.51%，扣非净利润1557.97万元，同比减少343.72%，流动比率2.353、速 动比率1.860、资产负债率33.24%。 通过天眼查大数据分析，北京真视通科技股份有限公司共对外投资了15家企业，参与招投标项目2014 次，知识产权方面有商标信息99条，专利信息35条，此外企业还拥有行政许可14个。 天眼查商业履历信息显示，北京真视通科技股份有限公司，成立于2000年，位于北京市，是一家以从事 软件和信息技术服务 ...

金融界消息 截至2025年7月29日收盘，真视通（002771）报收于17.45元，下跌2.19%，换手率8.08%， 成交量14.09万手，成交金额2.46亿元。 天眼查商业履历信息显示，北京真视通科技股份有限公司，成立于2000年，位于北京市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本20976.41万人民币，实缴资本20976.41万人民币。公 司法定代表人为王国红。 通过天眼查大数据分析，北京真视通科技股份有限公司共对外投资了15家企业，参与招投标项目2007 次，知识产权方面有商标信息99条，专利信息31条，此外企业还拥有行政许可14个。 来源：金融界 资金流向方面，今日主力资金净流出1300.93万元，占比成交额5.29%。其中，超大单净流出219.16万 元、占成交额0.89%，大单净流出1081.78万元、占成交额4.4%，中单净流出流出1193.61万元、占成交 额4.85%，小单净流入2494.55万元、占成交额10.15%。 真视通最新一期业绩显示，截至2025一季报，公司营业总收入5272.71万元、同比减少35.20%，归属净 利润1586.04万元，同比减少335. ...

Group 1: Disease Outbreak - The number of confirmed cases of Chikungunya fever in Shunde District, Foshan, has reached 2,934, with a significant increase of 463 cases reported in one day [1] - The outbreak began on July 15, with 478 cases reported on the first day, indicating a rapid rise in cases over a short period [1] - The World Health Organization has reported that 119 countries and regions have identified Chikungunya virus transmission, affecting approximately 5.5 million people [1] Group 2: Satellite Internet - Shanghai Yuanxin Satellite has announced a tender for rocket launch services, requiring a total of 94 satellites to be launched by 2026, with a contract value of 1.336 billion yuan [2] - This tender follows a previous announcement for nine launch services earlier in the year, indicating a significant acceleration in the construction of the Thousand Sails constellation [2] - The market for satellite internet in China is projected to reach nearly 100 billion yuan in the next five years, with the private rocket market expected to exceed 30 billion yuan [2] Group 3: AI and Computing Power - The computing power sector is experiencing increased interest, with several companies seeing significant stock price increases ahead of the World Artificial Intelligence Conference [3] - Huawei is set to showcase its Ascend 384 super node technology, which features the largest scale of 384 card high-speed bus interconnection in the industry [3] - The demand for PCB (Printed Circuit Board) is expected to grow due to the recovery in electronic demand and the rise of AI and high-speed communication technologies [3] Group 4: Data Elements - The data elements sector has seen stock price increases, with several companies reaching their daily limit [4] - The National Data Bureau plans to enhance the marketization of data elements, focusing on creating a closed-loop ecosystem for data labeling, high-quality datasets, models, and application scenarios [4] - The market for RWA (Real World Assets) is expected to grow significantly, with increasing demand for standardized data assets across various sectors [4] Group 5: Electronic Identification - The Ministry of Public Security is promoting the electronicization of identification documents, aiming to streamline data sharing and business collaboration across departments [5] - The market for electronic identification is projected to exceed 100 billion yuan by 2025, with expectations of rapid growth in the following years [5] - The integration of technologies such as blockchain and biometrics is anticipated to enhance the application of electronic identification in various sectors [5] Group 6: Low Altitude Economy - The "Low Altitude Economic Infrastructure Framework Guide (2025 Edition)" has been officially released, outlining a multi-level indicator system for low-altitude infrastructure [6] - The low-altitude economy is recognized as a strategic emerging industry, with the market expected to reach 1.5 trillion yuan by 2025 and potentially exceed 3.5 trillion yuan by 2035 [6] - The development of the low-altitude economy is driven by policies, technology, and market forces, leading to significant capital investment and industry collaboration [6]

[Key Performance Forecast Data](index=1&type=section&id=Item%20I.%20Performance%20Forecast%20for%20the%20Reporting%20Period) The company anticipates a significant increase in net loss attributable to shareholders for the first half of 2025, ranging from RMB 30 million to RMB 40 million Key Performance Forecast Data | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) (RMB) | Same Period Last Year (RMB) | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: 30,000,000 to 40,000,000 | Loss: 13,884,000 | | **Net Profit After Deducting Non-recurring Gains and Losses** | Loss: 30,000,000 to 40,000,000 | Loss: 13,216,400 | | **Basic Earnings Per Share** | Loss: 0.14/share to 0.19/share | Loss: 0.07/share | [Communication with Accounting Firm](index=1&type=section&id=Item%20II.%20Communication%20with%20Accounting%20Firm) The company has pre-communicated its performance forecast with the accounting firm, finding no significant discrepancies, though the forecast remains unaudited - The performance forecast is **unaudited**, but the company has pre-communicated with the accounting firm, with **no significant differences** identified[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=Item%20III.%20Explanation%20of%20Performance%20Changes) The increased loss in the reporting period is primarily due to significant changes in credit impairment losses and a decline in operating revenue from reduced project acceptances - **Credit impairment losses** showed a significant year-on-year change, influenced by a lower base in the prior period due to the recovery of substantial long-term accounts receivable that reduced bad debt provisions[5](index=5&type=chunk) - **Operating revenue decreased** due to a reduction in project acceptances during the reporting period[6](index=6&type=chunk) [Other Relevant Information](index=1&type=section&id=Item%20IV.%20Other%20Relevant%20Information) The company clarifies that this performance forecast is a preliminary estimate, with final figures subject to the official 2025 semi-annual report, and advises investors to consider investment risks - This performance forecast represents **preliminary estimates** by the company's finance department, with final financial data to be fully disclosed in the **2025 semi-annual report**[7](index=7&type=chunk) - The company advises investors to **exercise caution regarding investment risks**[8](index=8&type=chunk)

真视通（002771）公告，2025年1月1日至2025年6月30日，预计归属于上市公司股东的净利润亏损3000 万元至4000万元，上年同期为亏损1388.4万元；扣除非经常性损益后的净利润亏损3000万元至4000万 元，上年同期为亏损1321.64万元；基本每股收益亏损0.14元/股至0.19元/股，上年同期为亏损0.07元/ 股。业绩变动主要由于信用减值损失同比变动较大及项目验收减少导致营业收入下降。 ...

Core Viewpoint - After a significant surge in stock prices in 2023, the stock of Zhen Shitong (002771.SZ) has experienced a decline, prompting multiple shareholders to announce their plans to reduce their holdings [1][2]. Shareholder Actions - Three major shareholders, Hu Xiaozhou, Chen Ruiliang, and Wu Lan, plan to collectively reduce their holdings by 5.96% due to personal financial needs, with Hu Xiaozhou reducing 5.5876 million shares (2.66% of total shares), Chen Ruiliang reducing 4.9751 million shares (2.37%), and Wu Lan reducing 1.9542 million shares (0.93%) [1]. - This reduction follows a previous attempt in March 2024, where the same shareholders planned to reduce a total of 6.58% of their shares but ultimately only reduced 0.57% and 0.05% for Hu Xiaozhou and Wu Lan, respectively, while Chen Ruiliang did not reduce any shares [2]. Stock Performance - Zhen Shitong's stock price has dropped over 20% compared to October 22, 2024, and nearly 30% compared to March 20, 2024, despite the overall market reaching new highs [2]. Financial Performance - Founded in 1997, Zhen Shitong specializes in information technology and multimedia video solutions, with its main revenue sources being multimedia information systems (56.35%) and data center systems (19.57%) [2]. - Since its IPO in 2015, the company's net profit has plummeted by 88.24%, from 60 million yuan to 7 million yuan by 2024, with the highest profit recorded in 2017 at 69 million yuan [3]. - The company reported a significant loss of 49 million yuan in 2023 and continued to experience losses in Q1 2025, with revenue of 5.27271 billion yuan, a year-on-year decrease of 35.20%, and a net loss of 15.8604 million yuan, a year-on-year increase in losses of 335.51% [3].

Industry News - Baotou Steel and Northern Rare Earth announced that the price of rare earth concentrate for the third quarter of 2025 will be adjusted to 19,109 yuan/ton (excluding tax), an increase of 1.5% from the second quarter's price of 18,825 yuan/ton, marking four consecutive quarters of price increases since Q4 2024 [5][6] - The China Nonferrous Metals Industry Association's Silicon Industry Branch reported that silicon wafer prices have stabilized this week, despite a lack of significant recovery in terminal demand in the domestic photovoltaic market. Silicon material companies have begun to raise prices, leading to a more positive market outlook [6] - The European defense technology startup Helsing has indicated that Europe could deploy unmanned combat aircraft within a few years, with its AI system accumulating experience equivalent to 1 million pilot hours in just 72 hours [7] - The China Construction Machinery Industry Association reported that total excavator sales reached 120,500 units in the first half of the year, a year-on-year increase of 16.8%. The demand for earth-moving equipment is expected to maintain stable growth in the second half of the year [7] - OPEC's 2025 World Oil Outlook states that global oil demand is projected to average 105 million barrels per day this year, increasing to 106.3 million barrels per day in 2026 and 111.6 million barrels per day by 2029, with forecasts for 2026-2029 being lower than previous expectations [7] Company News - Zhiyuan Robotics responded to rumors about its IPO plans in Hong Kong, stating that there are no concrete plans for such an offering [9] - Xinya Electronics announced that during the period of stock fluctuations, its directors and senior management have reduced their holdings in the company's stock [10] - Saily's announcement indicated a projected net profit increase of 66%-97% year-on-year for the first half of the year [10] - China Shipbuilding Industry Corporation expects a net profit increase of 98%-119% year-on-year for the first half of the year [10] - WuXi AppTec anticipates an adjusted net profit of approximately 6.315 billion yuan for the first half of the year, representing a year-on-year growth of about 44% [10] - Sanmei Co. expects a net profit increase of 147%-172% year-on-year for the first half of the year, driven by a significant rise in the average price of its fluorinated refrigerants [10] - Jiangfeng Electronics plans to raise no more than 1.95 billion yuan through a private placement for the industrialization of ultra-high-purity metal sputtering targets for integrated circuits [10]

Group 1 - The core point of the announcement is that shareholders Hu Xiaozhou, Chen Ruiliang, and Wu Lan plan to reduce their holdings in Beijing Zhen Shitong Technology Co., Ltd. within three months from the date of the announcement [1][2] - Hu Xiaozhou holds 5,587,569 shares (2.66% of total shares), Chen Ruiliang holds 4,975,144 shares (2.37%), and Wu Lan holds 1,954,232 shares (0.93%) [1][2] - The reduction will occur through centralized bidding and block trading, with specific limits on the number of shares that can be sold within a 90-day period [1][2] Group 2 - The shareholders have committed to notifying the company four trading days before the reduction and the company will announce this three trading days prior to the reduction [2] - The shareholders have adhered to their commitments and complied with relevant laws and regulations regarding shareholding and share changes [3]

Group 1 - The company Zhen Shitong (002771) announced that shareholders Hu Xiaozhou, Chen Ruiliang, and Wu Lan plan to reduce their holdings of company shares within three months from the date of the announcement [1] - Hu Xiaozhou intends to reduce 5.5876 million shares, accounting for 2.66% of the company's total share capital [1] - Chen Ruiliang plans to reduce 4.9751 million shares, representing 2.37% of the company's total share capital [1] - Wu Lan aims to reduce 1.9542 million shares, which is 0.93% of the company's total share capital [1] - The reason for the reduction is personal funding needs, and the reduction price will be determined based on market prices [1]