证券日报网讯竞业达（003005）11月4日在互动平台回答投资者提问时表示，根据中国证券登记结算公 司下发的证券持有人名册可知，截至2025年10月31日，公司总户数为34080户(未合并融资融券信用账 户)，其中个人户数为33119户，机构户数为961户。 ...

Core Viewpoint - The company, Jingyeda, is a provider of information technology products and solutions in the education and urban rail transit security sectors, with a focus on expanding into smart city solutions. Group 1: Company Overview - Jingyeda was established on October 17, 1997, and listed on the Shenzhen Stock Exchange on September 22, 2020, with its registered and office addresses in Beijing [1] - The company specializes in the research, production, sales, and service of information technology products and solutions for education and urban rail transit security, and is actively expanding into the smart city sector [1] Group 2: Financial Performance - For Q3 2025, Jingyeda reported revenue of 191 million yuan, ranking 107th out of 131 in the industry, significantly lower than the industry leader, Digital China, which reported 102.365 billion yuan [2] - The net profit for the same period was -33.6068 million yuan, ranking 93rd in the industry, again far behind the top performers [2] Group 3: Financial Ratios - As of Q3 2025, Jingyeda's debt-to-asset ratio was 16.75%, down from 18.91% year-on-year, and significantly lower than the industry average of 38.93%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 47.20%, a decrease from 50.19% year-on-year but still above the industry average of 29.96% [3] Group 4: Executive Compensation - The chairman, Qian Ruixin, received a salary of 1.2908 million yuan in 2024, an increase of 156,700 yuan from 2023 [4] - The general manager, Zhang Aijun, earned 1.0018 million yuan in 2024, up by 67,700 yuan from the previous year [4] Group 5: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 1.92% to 32,400, while the average number of circulating A-shares held per shareholder decreased by 1.89% to 3,913.16 [5] - Notably, Hong Kong Central Clearing Limited became the seventh-largest shareholder with 1.4139 million shares, while Huaxia Panli One-Year Open Mixed A exited the top ten shareholders [5] Group 6: Business Highlights - The company faced pressure in Q2 2025, but significant progress was made in AI + education product development [5] - Key business highlights include a decline in revenue from smart teaching and campus services, an increase in gross margin for smart examination services, and strong growth in smart rail business [5]

Group 1 - The core viewpoint of the news is that Jingyeda's stock has shown fluctuations in price and trading volume, with a year-to-date increase of 13.15% but a recent decline in the last five trading days by 6.80% [1] - As of October 31, Jingyeda's stock price was 21.66 yuan per share, with a market capitalization of 5.012 billion yuan [1] - The company has experienced significant trading activity, with a net inflow of 263.94 thousand yuan from main funds and notable trading on the Longhu list, indicating investor interest [1] Group 2 - Jingyeda, established on October 17, 1997, focuses on providing information technology products and solutions for education and urban rail transit security, and is expanding into smart city sectors [2] - The company's revenue composition includes 52.23% from solution income, 43.94% from sales, and 3.82% from operation services and others [2] - As of October 20, the number of shareholders decreased by 0.38% to 38,100, with an average of 3,329 circulating shares per person, indicating a slight consolidation among shareholders [2] Group 3 - Since its A-share listing, Jingyeda has distributed a total of 1.22 billion yuan in dividends, with 52.888 million yuan distributed over the past three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited became the seventh largest circulating shareholder with 1.4139 million shares, while Huaxia Panli One-Year Open Mixed A exited the top ten circulating shareholders [3]

Company and Industry Summary Company Overview - The company reported a net profit loss of 33.61 million yuan for the first three quarters of 2025, a significant decline year-on-year, primarily due to revenue and expense growth [2][6] - As of September 30, 2025, the total order backlog was 480 million yuan, with a quarter-on-quarter increase of approximately 17% and a year-on-year increase of over ten percentage points [2][4][15] - The company has approximately 950 employees, an increase of about 250 from the end of 2024, contributing to short-term profit pressure [2][6] Core Business Insights - The company focuses on R&D in the education sector, with R&D investment increasing by 7.82% year-on-year [2][6] - The company has optimized algorithms, achieving a performance improvement of 100% under the same computing power, with accuracy rates exceeding 98% [2][7] - In the smart education sector, the company launched 70 AI and simplified products, covering the entire process from lesson preparation to evaluation [2][9] Revenue Breakdown - As of Q3 2025, the company's revenue was 190 million yuan, showing a significant decline compared to the same period last year, mainly due to seasonal fluctuations [3] - The smart education business accounted for 79% of total revenue, while the smart rail transit business accounted for less than 20% [3] Order and Market Outlook - The smart education segment's order volume is close to 100 million yuan, with an 80% increase from June 30, 2025 [2][5][15] - The company anticipates significant growth in the AI education market over the next 3-5 years, driven by policy support and expansion in higher education enrollment [10][11] Technological Advancements - In the rail transit sector, the company achieved an accuracy rate of over 95% in real-world testing in Jinan Metro, with AI smart inspection products reducing inspection time from 7 hours to 2.5 hours [2][8] - The company has implemented AI classroom quality diagnostics with over 90% human replacement rate, already in use at institutions like Beihang University [2][7] Future Developments - The company plans to continue expanding its product offerings, with nearly 100 new products expected by the end of 2025 [2][14] - The focus remains on enhancing AI capabilities in both hardware and software, with significant advancements in smart classroom technologies [2][16] Conclusion - The company is positioning itself as a leader in the AI education market, with a strong emphasis on R&D and product innovation, despite facing short-term profit challenges due to increased expenses and seasonal revenue fluctuations [2][6][10]

Group 1: Financial Performance - In the first nine months of 2025, the company achieved a revenue of 190 million CNY, with education revenue accounting for 79% [3] - Revenue fluctuations were primarily influenced by seasonal factors, with a significant decrease of 93.1 million CNY in rail transit project acceptance impacting overall revenue [3] - The company’s R&D investment increased by 7.82% year-on-year, reflecting a commitment to key areas such as industry models and AIGC applications [3] Group 2: Operational Insights - The company expanded its national sales network, increasing total employees by approximately 250 compared to the end of 2024, leading to a rise in operational expenses by 14.97 million CNY [3] - As of September 30, 2025, the total order backlog was 480 million CNY, representing a year-on-year growth of 13% [4] - Orders for smart education increased by 80% compared to the end of the first half of 2025 [4] Group 3: AI Education Products - The company has made significant advancements in AI education products, launching numerous new hardware and software solutions in 2025 [4] - AI classroom solutions have been fully AI-enabled, with products such as smart blackboards and interactive systems already in mass production and deployed in multiple educational institutions [4] - The company has developed a comprehensive support system from data collection to backend applications, aiming to provide systemic solutions covering the entire teaching process [4] Group 4: Market Engagement - The company maintains high customer retention in Beijing while successfully penetrating new clients in various regions, including significant projects in Wuhan and Shanghai [4] - AI teaching revenue is primarily project-based, with individual project values ranging from 1 million to 10 million CNY, while service-based revenue remains lower but is expected to grow as AI and data services evolve [3]

Core Insights - As of October 20, 2025, the total number of accounts for the company is 38,136, excluding merged margin trading and securities lending accounts [1] - Among these accounts, 37,590 are individual accounts, while 546 are institutional accounts [1]

Group 1 - The core point of the article is that Jingyeda (SZ 003005) held its 17th meeting of the third board of directors on October 27, 2025, to review proposals regarding the revision and establishment of certain management systems [1] - For the first half of 2025, Jingyeda's revenue composition was as follows: examination and examination services accounted for 52.39%, urban rail transit security accounted for 25.77%, smart education accounted for 21.78%, and others accounted for 0.06% [1] - As of the time of reporting, Jingyeda's market capitalization was 5.3 billion yuan [1] Group 2 - The article also mentions a company promoting the tokenization of real estate overseas, with claims that individuals can earn significant returns by participating in their scheme [1]

Core Insights - The company reported a significant decline in revenue and profit for the first three quarters of 2025, with total revenue at 191 million yuan, down 36.79% year-on-year, and a net profit attributable to shareholders of -33.61 million yuan, down 238.08% year-on-year [1][2]. Financial Performance - Basic earnings per share for the reporting period were -0.15 yuan, with a weighted average return on equity of -1.82% [2]. - The company's gross margin for the first three quarters was 47.20%, a decrease of 2.99 percentage points year-on-year, while the net margin was -17.62%, down 25.57 percentage points from the previous year [2]. - In Q3 2025, the gross margin was 46.88%, down 4.44 percentage points year-on-year and 1.34 percentage points quarter-on-quarter, with a net margin of -20.19%, a decline of 44.39% year-on-year and 22.82 percentage points quarter-on-quarter [2]. Expense Analysis - Total operating expenses for the period were 142 million yuan, an increase of 18.44 million yuan year-on-year, with an expense ratio of 74.63%, up 33.57 percentage points from the previous year [2]. - Sales expenses increased by 22.39%, management expenses rose by 11.65%, while research and development expenses decreased by 7.90%, and financial expenses surged by 86.38% [2]. Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 32,400, an increase of 5,120 or 18.73% from the end of the previous half [3]. - The average market value per shareholder decreased from 171,100 yuan to 146,800 yuan, a decline of 14.24% [3]. Company Overview - Beijing Jingyeda Digital Technology Co., Ltd. was established on October 17, 1997, and listed 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 smart city sectors [3]. - The revenue composition includes 52.23% from solution services, 43.94% from sales, and 3.82% from operation services and others [3]. - The company belongs to the computer-IT services industry and is associated with concepts such as small-cap stocks, rail transit, intelligent transportation, IoT, and security [3].

北京竞业达数码科技股份有限公司 第一章 总则 第一条 为规范北京竞业达数码科技股份有限公司（以下简称"公司"） 对外担保行为，有效控制公司对外担保风险，保证公司资产安全，根据《公司 法》等法律、法规、规范性文件及《公司章程》的相关规定，制定本制度。 第二条 本制度所称对外担保，是指公司根据《中华人民共和国民法典》 及其他法律、法规和规范性文件的规定，为他人提供担保，不包括公司为公司 自身债务提供的担保。 第三条 公司为直接或间接控股子公司（以下统称"子公司"）提供担 保，适用本制度。 第四条 未经公司董事会或股东会批准，公司不得提供对外担保。 第二章 对外担保的审批 第五条 公司对外担保事项的审批权限根据《公司章程》的有关规定执 行。 第六条 董事会应指定公司财务部门或其他部门为对外担保具体事项 的经办部门（以下简称"经办部门"）。 对外担保管理制度 第七条 董事在审议对外担保议案前，应当积极了解被担保方的基本情 况，如经营和财务状况、资信情况、纳税情况等。 董事在审议对外担保议案时，应当对担保的合规性、合理性、被担保方偿 还债务的能力以及反担保措施是否有效等作出审慎判断。 董事在审议对公司的子公司、参股公司 ...

北京竞业达数码科技股份有限公司 董事会战略委员会工作细则 第一章 总则 第一条 为适应北京竞业达数码科技股份有限公司（以下简称"公司"）战 略需要，增强公司核心竞争力，确定公司发展规划，健全投资决策程序，加强决 策科学性，提高重大投资决策的效益和决策的质量，完善公司的治理结构，并使 董事会战略委员会（以下简称"委员会"）工作规范化、制度化，根据《公司法》 等法律、法规、规范性文件及《公司章程》的相关规定，公司特设立董事会战略 委员会，并制定本细则。 第二条 委员会是董事会下设专门机构，对董事会负责，主要负责对公司 长期发展战略、重大投资决策、可持续发展规划及 ESG 工作进行研究并提出建 议。 第二章 人员组成 （一）根据公司经营情况以及市场环境变化情况，定期对公司经营目标、中 长期发展战略进行研究并提出建议； （二）对《公司章程》规定的须经董事会批准的重大投、融资方案进行研究 并提出建议； （三）对《公司章程》规定须经董事会批准的重大交易项目进行研究并提出 建议； 第三条 委员会委员由三名董事组成，其中应至少包括一名独立董事。 第四条 委员会委员应由董事长、二分之一以上独立董事、或全体董事的 三分之一提名， ...