Group 1 - The core viewpoint is that the rail transit industry is expected to enter a new growth cycle during the "14th Five-Year Plan" period, transitioning from "scale expansion" to "quality and efficiency" and from "domestic dominance" to "global leadership" [1] - The company anticipates benefiting from the planning and development of urban rail transit, with sufficient orders on hand and a commitment to R&D innovation, leading to a broad future development outlook [1][2] - The company plans to increase investments in R&D, production, and internal control management to solidify a robust business operation system and utilize raised funds to expand production capacity for stable future development [1] Group 2 - The company will focus on several aspects for its business development plan, including research system construction, product system optimization, production capacity enhancement, market expansion, and management system improvement [2] - The company aims to concentrate on the rail transit industry, enhancing its product lines in signal axle counting systems, lightning protection systems, and snow melting systems, while also innovating and upgrading product technology to increase market share [2] - The company will explore new marketing models, intensify market expansion efforts, and establish a nationwide marketing network while continuously expanding overseas markets to achieve coordinated domestic and international development [2]

Core Viewpoint - The stock price of Kanda has shown a significant increase of 24.77% year-to-date, with recent fluctuations indicating a mixed performance in the short term [2]. Company Overview - Kanda Electronics Technology Co., Ltd. was established on July 30, 1998, and listed on December 27, 2019. The company is based in Shenzhen, Guangdong Province, and specializes in providing products, services, and system solutions in the rail transit sector [2]. - The main revenue composition includes: 64.63% from rail transit signal control systems, 23.90% from lightning protection and intelligent diagnosis, 6.64% from switch snow melting, 4.73% from system integration, and 0.11% from other sources [2]. Financial Performance - For the first half of 2025, Kanda achieved operating revenue of 160 million yuan, representing a year-on-year growth of 12.27%. However, the net profit attributable to shareholders decreased by 7.99% to 51.69 million yuan [2]. - Since its A-share listing, Kanda has distributed a total of 400 million yuan in dividends, with 251 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of Kanda's shareholders was 14,500, a decrease of 1.08% from the previous period. The average number of circulating shares per person increased by 2.23% to 9,266 shares [2]. - Notably, as of the same date, the fund "Baodao Yuanhang Mixed A" has exited the list of the top ten circulating shareholders [3]. Market Activity - On September 5, Kanda's stock price rose by 2.48%, reaching 12.79 yuan per share, with a trading volume of 13.748 million yuan and a turnover rate of 0.81%. The total market capitalization stood at 3.146 billion yuan [1]. - In terms of capital flow, there was a net inflow of 695,900 yuan from main funds, with significant buying activity from large orders [1].

证券代码：002972 证券简称：科安达 深圳科安达电子科技股份有限公司 投资者关系活动记录表 编号：2025 - 02 答:尊敬的投资者，您好！公司各业务板块占比请关注公司半年 度报告中关于营收和业务的分类情况，公司在持续打造"1+3"核心 产品的同时，将扩大新产品研发，公司也在不断地拓展海外市场， 实现国内外协同发展，获得更多业务量和市场份额。公司在经营战 略上继续加大研发内生式和外延式发展。感谢您的关注和支持！ 8.公司目前境外业务占比大概多少？下半年是否有拓展海外业 务的计划？ 答:尊敬的投资者，您好！目前公司智能防雷、智能计轴、智能 道岔融雪等产品已通过参与"一带一路"项目，在部分东南亚国家、 欧盟国家的铁路建设中应用。境外业务目前已取得良好的开展，公 司将持续开拓境外市场，目前已获得欧盟NOBO认证，匈牙利DEBO认 证，未来公司将在现有技术认证和业务的基础上，将持续扩展境外 业务市场，获得更多业务机会，提升业务量占比。感谢您的关注和 支持！ 9.张总，结合上半年的经营情况，贵公司接下来半年在提升盈 利能力、改善经营现金流方面有哪些重点举措？ 答:尊敬的投资者，您好！结合上半年的经营情况，公司未来 ...

Core Viewpoint - The stock price of Kanda has experienced fluctuations, with a year-to-date increase of 23.70% but a recent decline of 7.92% over the last five trading days [2]. Company Overview - Kanda Electronics Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on July 30, 1998, with its listing date on December 27, 2019 [2]. - The company specializes in providing products, services, and system solutions in the rail transit sector, with its main business revenue composition as follows: 64.63% from rail transit signal control systems, 23.90% from lightning protection and intelligent diagnosis, 6.64% from switch snow melting, 4.73% from system integration, and 0.11% from other sources [2]. Financial Performance - For the first half of 2025, Kanda achieved operating revenue of 160 million yuan, representing a year-on-year growth of 12.27%. However, the net profit attributable to shareholders decreased by 7.99% to 51.69 million yuan [2]. - Since its A-share listing, Kanda has distributed a total of 400 million yuan in dividends, with 251 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Kanda had 14,500 shareholders, a decrease of 1.08% from the previous period, with an average of 9,266 circulating shares per person, an increase of 2.23% [2]. - Notably, as of June 30, 2025, the fund "Baodao Yuanhang Mixed A" (007126) has exited the list of the top ten circulating shareholders [3].

Core Viewpoint - The recent financial report of Kanda (002972) shows a mixed performance with a revenue increase but a decline in net profit, highlighting concerns over accounts receivable and profitability metrics [1][3]. Financial Performance Summary - Total revenue for the first half of 2025 reached 160 million yuan, a year-on-year increase of 12.27% compared to 143 million yuan in 2024 [1]. - Net profit attributable to shareholders was 51.69 million yuan, down 7.99% from 56.18 million yuan in the previous year [1]. - The second quarter revenue was 79.21 million yuan, up 8.19% year-on-year, while net profit for the same period fell by 33.76% to 19.66 million yuan [1]. - Gross margin decreased to 62.22%, down 2.61% year-on-year, and net margin fell to 32.22%, a decline of 17.94% [1]. - Total operating expenses (sales, management, and financial expenses) amounted to 26.16 million yuan, representing 16.3% of revenue, a decrease of 14.89% [1]. - Earnings per share (EPS) decreased to 0.21 yuan, down 7.41% from 0.23 yuan [1]. Accounts Receivable and Cash Flow - Accounts receivable were significant, amounting to 468 million yuan, which is 531.76% of the net profit, raising concerns about cash flow management [1][3]. - Operating cash flow per share was 0.26 yuan, a decrease of 23.63% year-on-year [1]. Investment and Fund Holdings - The largest fund holding Kanda is Xin'ao Star Bright Mixed A, which increased its position to 49,200 shares, with a recent net value of 1.8218, reflecting a 99.15% increase over the past year [4].

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司有没和华为技术合作？ 科安达（002972.SZ）8月26日在投资者互动平台表示，目前没有合作。 ...

Core Viewpoint - The stock price of Kanda closed at 13.54 yuan on August 25, 2025, reflecting a decline of 1.67% from the previous trading day, with a trading volume of 81,462 lots and a transaction amount of 1.11 billion yuan [1] Group 1: Company Performance - Kanda's main business involves the research, development, production, and sales of rail transit signal control systems and related equipment, primarily used in urban rail transit and railways [1] - According to the semi-annual report for 2025, Kanda achieved an operating income of 160 million yuan, representing a year-on-year increase of 12.27%. However, the net profit attributable to shareholders of the listed company was 51.69 million yuan, a year-on-year decrease of 7.99%. The non-recurring net profit was 48.59 million yuan, down 5.48% year-on-year [1] Group 2: Capital Flow - On August 25, 2025, the net outflow of main funds was 16.69 million yuan, with a cumulative net outflow of 45.50 million yuan over the past five days [1]

Group 1 - The core viewpoint of the announcement is the approval of the 2025 semi-annual profit distribution plan by the company's board, which will be submitted for shareholder approval [1][2] - The company reported a net profit attributable to shareholders of 51,690,275.38 yuan for the first half of 2025, with a proposed cash dividend of 1.50 yuan per 10 shares, amounting to an estimated total cash distribution of 36,726,315.00 yuan [2][3] - The profit distribution plan is based on the lower of the available profits from the consolidated financial statements and the parent company, ensuring compliance with relevant regulations and the company's articles of association [2][3] Group 2 - The independent directors believe that the profit distribution plan is reasonable, considering shareholder returns and the company's operational development, and does not violate any laws or harm the interests of shareholders, especially minority shareholders [2] - The company aims to enhance long-term investment value and respond to policies encouraging more frequent dividends, aligning with regulatory guidelines on cash dividends [3] - The profit distribution plan is subject to approval at the company's first extraordinary general meeting of shareholders in 2025, indicating a level of uncertainty until that approval is obtained [3]

格隆汇8月25日丨科安达(002972.SZ)公布2025年半年度报告，上半年公司实现营业收入1.60亿元，同比 增长12.27%；归属于上市公司股东的净利润5169.03万元，同比下降7.99%；归属于上市公司股东的扣除 非经常性损益的净利润4858.52万元，同比下降5.48%；基本每股收益0.2111元；拟向全体股东每10股派 发现金红利1.50元(含税)。 ...

每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 王晓波） 每经AI快讯，科安达（SZ 002972，收盘价：13.54元）8月25日晚间发布半年度业绩报告称，2025年上 半年营业收入约1.6亿元，同比增加12.27%；归属于上市公司股东的净利润约5169万元，同比减少 7.99%；基本每股收益0.2111元，同比减少7.41%。 截至发稿，科安达市值为33亿元。 ...