证券代码：002987 证券简称：京北方 公告编号：2025-035 京北方信息技术股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 一、基本情况 京北方信息技术股份有限公司（以下简称"公司"）于 2025 年 5 月 6 日召开 2024 年年度股东大会，审议通过《关于增加注册资本并修订公司章程的议案》， 具体内容详见公司于巨潮资讯网披露的《关于增加注册资本并修订<公司章程> 的公告》（公告编号：2025-019）。 二、工商变更登记情况 近日，公司完成了工商变更登记手续，取得了由北京市海淀区市场监督管理 局换发的《营业执照》，公司本次工商变更具体信息如下： 变更前：注册资本 61,789.9202 万元 变更后：注册资本 86,735.7451 万元 除上述信息外，其他登记事项不变。 三、备查文件 公司营业执照。 特此公告。 京北方信息技术股份有限公司董事会 二〇二五年七月三十一日 ...

资金面上看，今日电子身份证概念板块获主力资金净流出24.12亿元，其中，35股获主力资金净流出，7 股主力资金净流出超亿元，净流出资金居首的是恒宝股份，今日主力资金净流出5.65亿元，净流出资金 居前的还有东信和平、新国都、京北方等，主力资金分别净流出3.65亿元、2.24亿元、2.19亿元。今日 主力资金净流入居前的概念股有国芯科技、拓尔思、东方国信等，主力资金分别净流入2074.49万元、 1826.04万元、667.88万元。 电子身份证概念资金流出榜 截至7月30日收盘，电子身份证概念下跌2.82%，位居概念板块跌幅榜前列，板块内，东信和平跌停， 国投智能、恒宝股份、楚天龙等跌幅居前，股价上涨的有2只，涨幅居前的有远望谷、拓尔思等，分别 上涨1.02%、0.21%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可燃冰 | 3.07 | 电子身份证 | -2.82 | | 青蒿素 | 2.33 | 数字货币 | -2.81 | | 乳业 | 1.84 | 移动支付 | -2.56 | | 玉米 | ...

来源：金融界 京北方最新一期业绩显示，截至2025一季报，公司营业总收入11.57亿元、同比增长3.74%，归属净利润 4673.23万元，同比减少3.71%，扣非净利润3833.77万元，同比减少18.98%，流动比率5.439、速动比率 5.361、资产负债率15.99%。 天眼查商业履历信息显示，京北方信息技术股份有限公司，成立于2009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61789.9202万人民币，实缴资本10200万人民币。公 司法定代表人为费振勇。 通过天眼查大数据分析，京北方信息技术股份有限公司共对外投资了7家企业，参与招投标项目5000 次，知识产权方面有商标信息2条，专利信息57条，此外企业还拥有行政许可18个。 金融界消息 截至2025年7月29日收盘，京北方（002987）报收于22.04元，上涨1.1%，换手率6.42%，成 交量54.17万手，成交金额11.75亿元。 资金流向方面，今日主力资金净流入1127.74万元，占比成交额0.96%。其中，超大单净流入2087.02万 元、占成交额1.78%，大单净流出959.27万元、占成交额0.82 ...

Core Viewpoint - The company has completed the repurchase and cancellation of part of the restricted stock under the 2023 stock option and restricted stock incentive plan, with a total repurchase amount of RMB 1,836,245.60, resulting in a reduction of the total share capital [1][10][14]. Summary by Sections Stock Incentive Plan Overview - The company approved the 2023 stock option and restricted stock incentive plan on July 10, 2023, and the plan was subsequently authorized by the shareholders' meeting [1][2][3]. - The plan includes performance assessment criteria for the release of restricted stocks, with specific performance targets set for the years 2023 to 2025 [10]. Repurchase and Cancellation Details - The repurchase and cancellation of restricted stocks were conducted due to the failure to meet the performance targets for the year 2024, which required a revenue growth rate of no less than 44% compared to 2022 [10][11]. - The total number of restricted stocks repurchased was 8,400 shares, and the adjusted repurchase price was set at RMB 5.56 per share [12][14]. Changes in Share Capital Structure - Following the repurchase, the company's share capital structure changed, with the number of restricted shares with limited sale conditions decreasing from 24,243,087 to 23,912,827 shares [14]. - The total number of shares after the repurchase is 867,357,451 shares, maintaining compliance with listing requirements [14]. Financial Impact - The repurchase and cancellation of restricted stocks will not have a substantial impact on the company's financial status or operational results, nor will it affect the ongoing implementation of the incentive plan [14].

证券代码：002987 证券简称：京北方 公告编号：2025-034 京北方信息技术股份有限公司 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的内容真实、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 330,260 股，占回购注销前总股本的比 例为 0.0381%，涉及人数 3 人，京北方信息技术股份有限公司（以下简称"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 1,836,245.60 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。本次回购注销完成后，公司总股本由 867,687,711 股减少至 867,357,451 股。 公司于 2025 年 4 月 10 日召开第四届董事会第九次会议、第四届监事会第六 次会议审议通过了《关于回购注销 2023 年股票期权与限制性股票激励计划部分 限制性股票并调整回购数量及价格的议案》，并已经公司 2024 年年度股东大会 审议通过。公司已在中国证券登记结算有限责任公司深圳分公司办理完成本次部 分限制性股票的 ...

关于变更持续督导保荐代表人的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 经中国证券监督管理委员会《关于核准京北方信息技术股份有限公司首次公 开发行股票的批复》（证监许可〔2020〕350 号）核准，并经深圳证券交易所《关 于京北方信息技术股份有限公司人民币普通股股票上市的通知》（深证上〔2020〕 351 号）同意，公司首次公开发行人民币普通股股票 4,017 万股，并于 2020 年 5 月 7 日在深圳证券交易所上市。鉴于公司首次公开发行股票募集资金尚未使用完 毕，保荐机构中国国际金融股份有限公司（以下简称"中金公司"）继续履行对公 司募集资金的存放和使用情况持续督导职责。 证券代码：002987 证券简称：京北方 公告编号：2025-033 京北方信息技术股份有限公司 附件：保荐代表人简历 吴窑先生，现任中国国际金融股份有限公司投资银行部副总经理、保荐代表 人。吴窑先生曾主持和参与了邮储银行 2025 年向特定对象发行 A 股股票、邮储 银行 2023 年 A 股非公开发行、中际联合 A 股 IPO、建工修复 A 股 IPO、威力传 动 A 股 ...

Group 1 - The core viewpoint of the news highlights the recent decline in the stock price of Jingbeifang Information Technology Co., Ltd., which has dropped by 2.60% over four consecutive trading days [1] - Jingbeifang is recognized as a leader in the fintech service sector, aiming to provide comprehensive and high-quality software and IT solutions to assist clients in their digital transformation [1] - In the second quarter of this year, the Invesco Great Wall Quality Evergreen Mixed A Fund entered the top ten shareholders of Jingbeifang, marking a new investment for the fund this year [1] Group 2 - The Invesco Great Wall Quality Evergreen Mixed A Fund has achieved a year-to-date return of 30.35%, ranking 356 out of 4,491 in its category [1] - The fund manager, Nong Bingli, has a strong background with experience in various financial institutions, including positions as a research analyst and fund manager [3][4] - Nong Bingli has been managing multiple funds, including the Invesco Great Wall Quality Evergreen Mixed A Fund since July 6, 2023, and has a cumulative management experience of over six years [4]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The global virtual asset licensing system has essentially taken shape, with a systematic regional regulatory framework established [3] - Different regions exhibit variations in virtual asset licensing, reflecting distinct regulatory logics and strategic focuses [3] - Three major collaborative trends are emerging: local currency anchoring, asset custody, and anti-money laundering compliance [3] - Licensed operators and service providers are expected to become mainstream, with regulated trading platforms and stablecoin assets presenting lower risks [3] - The licensing will serve as a significant valuation support factor, with leading companies holding core licenses enjoying first-mover advantages and competitive moats [3] Summary by Sections 01 Global Virtual Asset Licensing System - The licensing framework in Hong Kong includes a dual regulatory structure for stablecoin issuers and virtual asset service providers (VASP) [8][9] - Hong Kong's VASP license requires compliance with strict operational and auditing standards, enhancing market transparency and investor safety [10] - Singapore's regulatory approach emphasizes innovation while ensuring market safety through a clear regulatory framework [11][12] - The European MiCA framework provides comprehensive regulations for crypto assets, categorizing them into electronic money tokens, asset-referenced tokens, and utility tokens [13][14] - The U.S. regulatory landscape is characterized by a complex multi-layered system involving federal and state-level oversight [17][18] 02 Differences and Collaborations in Regional Licensing - Hong Kong's licensing system is more inclusive for retail investors compared to Singapore's cautious approach [26] - The regulatory frameworks in Hong Kong and Europe aim to provide clear guidelines to foster innovation while ensuring compliance [26] - The U.S. regulatory environment is fragmented, requiring compliance with both federal and state regulations [26] 03 Investment Recommendations - Beneficial targets include licensed firms such as Zhongyou Capital, Bank of China Hong Kong, and Coinbase Global [4] - The report highlights the importance of holding licenses as a key factor for valuation and competitive advantage in the virtual asset industry [3][4]

Investment Rating - The report maintains an "Outperform" rating for the company with a target price of 29.31 RMB [1][10]. Core Insights - The company is expected to benefit from the dual drivers of artificial intelligence (AI) and information innovation, alongside opportunities presented by stablecoins [1][10][12]. - Revenue projections for 2025-2027 are estimated at 5.17 billion RMB, 5.77 billion RMB, and 6.43 billion RMB, reflecting year-on-year growth rates of 11.43%, 11.66%, and 11.44% respectively [10][11]. - Net profit attributable to shareholders is projected to be 0.36 billion RMB, 0.41 billion RMB, and 0.48 billion RMB for the same period, with growth rates of 16.58%, 14.01%, and 16.12% [10][11]. - Earnings per share (EPS) are expected to be 0.42 RMB, 0.48 RMB, and 0.55 RMB for 2025, 2026, and 2027 respectively [10][11]. Financial Summary - The company’s revenue for 2023 is projected at 4.24 billion RMB, with a year-on-year growth of 15.5% [3]. - The net profit for 2023 is estimated at 0.348 billion RMB, showing a significant increase of 25.4% compared to the previous year [3]. - The company’s net asset return (ROE) is expected to be 13.7% in 2023, declining to 11.1% in 2024 before gradually increasing to 13.9% by 2027 [3][6]. - The price-to-earnings ratio (P/E) is projected to decrease from 66.69 in 2023 to 48.20 by 2027 [3][6]. Market Trends - Small and medium-sized banks and non-bank financial institutions are expected to grow at a rate faster than the overall market, with significant contributions to the company's revenue [11]. - The integration of AI into financial services is anticipated to create a surge in demand for digital intelligence and fintech applications, positioning the company to capitalize on this trend [12]. - The company has established a strong presence in the cryptocurrency sector, which may provide new opportunities in the stablecoin market, particularly in Hong Kong [13].

Core Insights - Stablecoins are becoming the "core infrastructure of global trade," with RDA (Real Data Assetization) expected to be a highly explosive direction [1][5] - The National Financial Development Research Center has proposed that Shanghai and Hong Kong will simultaneously launch offshore RMB stablecoin pilot programs to break through regulatory constraints [3] - Shanghai is anticipated to become a major support for Hong Kong, allowing the stablecoin market to expand from an initial scale of 1.8 trillion yuan to several tens of trillions [4] RDA and Digital Assetization - RDA is a unique model developed in China, focusing on the value of operational data from physical assets, making data tradable and financeable [5] - The Shanghai State-owned Assets Supervision and Administration Commission has explicitly requested the promotion of asset digitalization, positioning RDA as the core direction for stablecoin data infrastructure [6] Key Companies Expected to Experience Explosive Growth - The first company is Tuolsi, a leader in NLP technology, which excels in extracting value from unstructured data and provides RDA processing services for financial institutions, holding a first-mover advantage in the data assetization field [7][8] - The second company is Annie Co., a leader in copyright confirmation in China, utilizing blockchain notarization technology to ensure the credibility and security of RDA, possessing a strong competitive moat in the data asset confirmation sector [9] - The third company is a leading "dark horse" in the stablecoin and RDA space, leveraging "blockchain + digital watermark" technology to establish a comprehensive data confirmation and traceability system, ranking among the top tier in RDA packaging. It has received strategic support from the Shanghai Data Exchange and the Central Bank Digital Currency Research Institute, aiming to challenge the pricing power of US dollars in commodity markets. Recently, social security funds and foreign institutions have collectively increased their holdings by 10 million shares, indicating strong institutional confidence [10]