经济观察网截至2026年2月3日，竞业达（003005）在互动平台表示，公司股东总户数为31087户(未合并 融资融券信用账户)。公司2025年三季度报告显示，前三季度营业收入1.91亿元，同比下降36.79%，归 母净利润亏损3360.68万元。目前公开信息中未提及竞业达有即将发生的重大事件(如财报发布、停复牌 等)。 截至2026年2月3日，竞业达在互动平台表示，公司股东总户数为31087户(未合并融资融券信用账户)。 目前公开信息中未提及竞业达有即将发生的重大事件(如财报发布、停复牌等)。 业绩经营情况 以上内容基于公开资料整理，不构成投资建议。 公司状况 股东人数情况 公司2025年三季度报告显示，前三季度营业收入1.91亿元，同比下降36.79%，归母净利润亏损3360.68 万元。 ...

Group 1 - The article discusses the growing trend of AI-generated video content across various industries, highlighting companies leveraging AI technology to enhance content creation and distribution efficiency [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54][55][56][57][58][59][60][61] Group 2 - Companies like 中文在线 and 捷成股份 are utilizing AI to transform scripts and text into video content, thereby reducing production barriers and enhancing IP monetization [1][2] - 万兴科技 and 流金科技 are focusing on AI video generation tools to support various sectors, including e-commerce and broadcasting, indicating a shift towards integrating AI in traditional industries [4][5] - The article emphasizes the potential for significant revenue growth as demand for AI-generated video content surges, with companies like 当虹科技 and 昆仑万维 already seeing rapid growth in their AI-related product revenues [9][10][11]

（文章来源：证券日报） 证券日报网讯 2月3日，竞业达在互动平台回答投资者提问时表示，截至2026年1月30日，公司总户数为 31087户（未合并融资融券信用账户），其中个人户数为29278户，机构户数为1809户。 ...

Group 1 - The company expects a net profit for the year 2025, but it will decline by over 50% compared to the previous year [1] - The performance forecast period is from January 1, 2025, to December 31, 2025 [1] - The company has communicated with its auditing firm regarding the performance forecast, and there are no significant discrepancies [1][3] Group 2 - The company's overall operating revenue remained stable compared to the previous year, with growth in the smart rail business due to planned order deliveries [3] - The company is advancing its "AI+" development strategy, increasing investment in AI, large models, and intelligent technology for education and rail scenarios, which has led to an increase in sales, R&D, and management expenses by approximately 33 million yuan [3] - Improved management of accounts receivable has resulted in a significant reduction in credit impairment losses for two consecutive years, positively impacting operational quality and net profit [3] Group 3 - The company plans to continue focusing on the deep integration of AI technology with industry scenarios and accelerate the large-scale implementation of innovative results [4]

格隆汇1月29日丨竞业达(003005.SZ)公布，预计2025年归属于上市公司股东的净利润800万元～1150万 元，比上年同期下降81.26%～73.06%，扣非亏损400万元～200万元。报告期内，公司整体营业收入与 上年同期基本持平，业务保持稳定发展。智慧轨道业务在手订单按计划交付验收，推动该板块收入实现 增长。 公司坚持推进"AI+"发展战略，持续加大对人工智能、大模型及智能体技术在教育、轨道等场景的研发 投入，加速技术向产品转化。面对AI教育从技术突破迈向规模化商用的关键阶段，公司积极扩充营销 团队，强化市场推广与渠道建设，为后续增长奠定基础。受此影响，销售、研发及管理费用较去年同期 合计增加约3,300万元。与此同时，公司加强应收账款管理，回款工作取得显著成效，信用减值损失连 续两年降低，对经营质量与净利润水平产生积极影响。在上述综合因素作用下，报告期内归属于上市公 司股东的净利润同比有所下降。未来，公司将继续聚焦AI技术与行业场景的深度融合，加速推动创新 成果的规模化落地。 ...

（文章来源：证券日报） 证券日报网讯 1月29日，竞业达发布公告称，公司预计2025年度归属于上市公司股东的净利润为盈利 800万元～1150万元，比上年同期下降81.26%～73.06%。 ...

Core Viewpoint - The company expects its revenue in 2025 to remain flat compared to the previous year, with a significant decline in net profit attributed to increased R&D investments and rising operational costs [1] Financial Performance - The company forecasts a net profit attributable to shareholders of between 8 million and 11.5 million, representing a year-on-year decline of 81.26% to 73.06% [1] - The adjusted net loss is projected to be between 4 million and 2 million, reflecting a year-on-year decrease of 110.38% to 105.19% [1] Cost and Investment - The increase in sales, R&D, and management expenses is approximately 33 million, which has impacted profitability [1] - The company has made significant investments in R&D, contributing to the changes in financial performance [1] Credit and Collections - The company has seen notable improvements in its collection efforts, leading to a reduction in credit impairment losses for two consecutive years [1]

Core Viewpoint - The company expects its revenue in 2025 to remain roughly flat compared to the previous year, with a significant decline in net profit attributed to increased R&D investments and rising operational costs [1] Financial Performance - The company projects a net profit attributable to shareholders of between 8 million and 11.5 million yuan, representing a year-on-year decline of 81.26% to 73.06% [1] - The non-recurring net loss is estimated to be between 4 million and 2 million yuan, reflecting a year-on-year decrease of 110.38% to 105.19% [1] Cost and Investment - The increase in sales, R&D, and management expenses is approximately 33 million yuan year-on-year, driven by heightened R&D investments [1] - Despite the increase in expenses, the company has seen significant improvements in cash collection, with credit impairment losses decreasing for two consecutive years [1]

证券代码：003005 证券简称：竞业达 公告编号：2026-001 2.预计的经营业绩：预计净利润为正值且属于同向下降 50%以上情形 | 项 | 目 | 本报告期 | | | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | | 盈利： | 800 | 万元～ | 1150 万元 | | 盈利：4,269.48 | 万元 | | 股东的净利润 | | 比上年同期下降：81.26%～ | | | | 73.06% | | | | 扣除非经常性损 | | 亏损： | 400 | 万元～ | 200 万元 | | 盈利：3,855.11 | 万元 | | 益后的净利润 | | 比上年同期下降： | | | 110.38% | 105.19% ～ | | | | 基本每股收益 | | 盈利：0.0346 元/股～0.0497 | | | | 元/股 | 盈利：0.2850 | 元/股 | (1)以区间数进行业绩预告的 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，公司就业 ...

Group 1 - The core point of the news is that Jingyeda experienced a decline of 5.03% in its stock price, reaching 20.21 yuan per share, with a trading volume of 141 million yuan and a turnover rate of 5.36%, resulting in a total market capitalization of 4.676 billion yuan [1] - Jingyeda Digital Technology Co., Ltd. is based in Haidian District, Beijing, and was established on October 17, 1997, with its listing date on September 22, 2020. The company focuses on providing information technology products and solutions for educational informatization and urban rail transit security, while also expanding into the smart city sector [1] - The revenue composition of Jingyeda's main business includes solution revenue at 52.23%, sales revenue at 43.94%, and operation and maintenance services and others at 3.82% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under Huaxia Fund has a significant position in Jingyeda. Huaxia Panli One-Year Open Mixed A (009686) reduced its holdings by 56,200 shares in the fourth quarter, holding a total of 270,100 shares, which accounts for 3.29% of the fund's net value, ranking as the tenth largest holding [2] - The estimated floating loss for Huaxia Panli One-Year Open Mixed A today is approximately 289,000 yuan. The fund was established on July 29, 2020, with a current scale of 149 million yuan. Year-to-date returns are 12.6%, ranking 1221 out of 9003 in its category; the one-year return is 50.72%, ranking 2191 out of 8185; and since inception, the return is 113.78% [2] Group 3 - The fund manager of Huaxia Panli One-Year Open Mixed A is Zhang Chengyuan, who has a cumulative tenure of 9 years and 34 days. The total asset scale of the fund is 5.735 billion yuan, with the best fund return during his tenure being 131.87% and the worst being -7.26% [3]