触及1%整数倍的公告 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。 北京竞业达数码科技股份有限公司（以下简称"公司"）于 2025 年 7 月 4 日披露了《关于公司股东减持股份预披露的公告》（公告编号：2025-032）。公 司控股股东、实际控制人钱瑞先生、江源东女士计划于上述公告披露之日起十五 个交易日后的三个月内通过集中竞价方式减持公司股份不超过 2,313,800 股（不 超过公司总股本的 1%），通过大宗交易方式减持公司股份不超过 4,627,700 股 (不超过公司总股本的 2%)，合计减持公司股份不超过 6,941,500 股（不超过公 司总股本的 3%）。 证券代码：003005 证券简称：竞业达 公告编号：2025-036 北京竞业达数码科技股份有限公司 关于控股股东、实际控制人权益变动 江源东 合计持有股份 53,655,000 23.19% 49,028,000 21.19% 其中：无限售条件股份 13,413,750 5.80% 8,786,750 3.80% 有限售条件股份 40,241,250 17.39% 40,241,250 ...

Core Viewpoint - The article highlights a strong performance in the technology sector, particularly in artificial intelligence (AI) stocks, amidst a general market pullback in A-shares on July 25, 2023 [2][5][10]. Market Overview - On July 25, A-shares experienced a collective pullback, with the Shanghai Composite Index falling to 3593.38 points, down 0.34% [2]. - The trading volume in the Shanghai and Shenzhen markets reached 1.11 trillion yuan, a decrease of 94.5 billion yuan from the previous trading day, marking the 42nd consecutive day of trading volume exceeding 1 trillion yuan [4]. Sector Performance - The technology sector saw widespread gains, particularly in AI-related stocks, which were stimulated by recent news. Key concepts like multimodal models, Kimi, and ChatGPT led the rally [5][11][14]. - The medical sector also performed well, with the CRO (Contract Research Organization) concept experiencing significant gains [20][21]. - Conversely, the Hainan Free Trade Port concept stocks and major infrastructure sectors faced substantial declines [6]. Notable Stocks - AI application stocks showed remarkable performance, with companies like Yinsai Group hitting the 20% limit up, and others like CloudWalk Technology and EasyPoint Technology also showing strong gains [15][19]. - The medical sector saw notable increases, with companies like Nanwei Medical and Kangtai Medical achieving significant price jumps [21][22]. Upcoming Events - The World Artificial Intelligence Conference is set to take place on July 26, 2025, in Shanghai, with expectations of positive impacts on the AI sector due to the attendance of high-profile figures, including the Chinese Premier [16]. Policy and Economic Context - Recent policies, including the introduction of guidelines for AI-generated content, aim to foster innovation in the AI sector. Shanghai's AI industry saw a 29% year-on-year growth in the first quarter, with profits increasing by 65% [18]. - The National Medical Insurance Administration is actively promoting innovation in the medical field, which is expected to further boost the performance of medical stocks [23].

Group 1: Stock Performance - Yiming Pharmaceutical achieved a 10.00% increase over two consecutive days, driven by developments in Tibet and medical technology [3] - Kantai Medical saw a first board listing with a 20.03% rise, attributed to medical device advancements [4] - Zhengchuan Co. also debuted on the first board with a 9.99% increase, linked to medicinal glass [3] - Yuheng Pharmaceutical and Tianmu Pharmaceutical both recorded first board listings with increases of 10.09% and 10.00% respectively, related to the pharmaceutical sector [3] Group 2: AI and Robotics - Zhi Zhen Technology and Zhongdian Xinlong both debuted on the first board with a 10.01% increase, associated with computing power and machine learning [6] - Hubei Broadcasting and Duolun Technology also saw first board listings with increases of 10.04% and 9.95%, driven by computing power and AI applications [7] - The M-Robots open-source project was announced, aiming to create a unified robot operating system [11] Group 3: Infrastructure and Energy - The announcement of a 1.2 trillion yuan investment in a super hydropower project has led to significant interest in related stocks [13][16] - Nanfang Road Machinery and Tuoshan Heavy Industry both achieved consecutive board listings with increases of 9.99% and 10.01%, linked to engineering machinery [15] Group 4: Tourism and Hospitality - The demand for various types of tourism, including educational and family trips, has surged, with national railways reporting 341 million passenger trips [18][19] - Sizhizang Tourism and Tianfu Cultural Tourism both recorded first board listings with increases of 9.99% and 10.04%, reflecting the growing tourism sector [20] Group 5: Market Trends - The stock market has shown a strong focus on sectors such as robotics, AI, and infrastructure, with multiple companies achieving significant stock price increases [22][23]

Group 1 - The A-share online education sector continues to rise, with Hubei Broadcasting, Hanwang Technology, and Zhizhen Technology hitting the daily limit up [1] - Companies such as Jingye Da, Duolun Technology, and Zhongke Jincai are also experiencing upward movement [1]

Core Viewpoint - The company announced that its major shareholder, Zhang Aijun, plans to reduce his shareholding by up to 2,313,800 shares, which is 1% of the total share capital, through centralized bidding within three months from the announcement date [1] Group 1: Shareholder Reduction Details - Zhang Aijun reduced his shareholding by 1,423,840 shares from July 15 to July 16, 2025, which accounts for 0.62% of the total share capital [2] - After the reduction, Zhang Aijun's shareholding decreased from 19,384,481 shares (8.38%) to 17,960,641 shares (7.76%) [2][3] - The reduction does not change the company's controlling shareholder or actual controller, nor does it significantly impact the company's governance structure or ongoing operations [2][4] Group 2: Compliance and Regulations - The reduction aligns with the previously disclosed plan and does not violate any commitments or relevant regulations [4] - The company confirms that the shareholding changes comply with the Securities Law and other applicable regulations [4]

Core Viewpoint - The announcement details the completion of share reduction plans by major shareholders and executives of Beijing Jingyeda Digital Technology Co., Ltd, specifically Zhang Aijun and Cao Wei, due to personal financial needs [1][2]. Shareholder Reduction Details - Zhang Aijun reduced his holdings by 2,313,720 shares, representing 1.00% of the total share capital, at an average price of 21.18 yuan per share [2][3]. - Cao Wei reduced his holdings by 367,500 shares, representing 0.16% of the total share capital, at an average price of 21.09 yuan per share [2][3]. - The price range for Zhang Aijun's share reduction was between 21 yuan and 21.35 yuan per share, while for Cao Wei, it was between 21.03 yuan and 21.13 yuan per share [2]. Shareholding Status Post-Reduction - After the reduction, Zhang Aijun holds 2,532,401 shares, which is 1.09% of the total share capital, down from 4,846,121 shares (2.09%) [3]. - After the reduction, Cao Wei holds 973,875 shares, which is 0.42% of the total share capital, down from 1,341,375 shares (0.58%) [3]. Compliance with Regulations - The share reductions were conducted in accordance with relevant laws and regulations, and the actual number of shares reduced did not exceed the planned amount [4]. - Both Zhang Aijun and Cao Wei confirmed that their reductions did not violate any commitments made regarding share transfers post-IPO [4].

证券代码：003005 证券简称：竞业达 公告编号：2025-035 北京竞业达数码科技股份有限公司 关于持股 5%以上股东、董事、高级管理人员减持计 划完成的公告 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。 北京竞业达数码科技股份有限公司（以下简称"公司"）于 2025 年 6 月 21 日披露了《关于持股 5%以上股东、董事、高级管理人员减持股份预披露的公告》 （公告编号：2025-031）。因个人资金需求，公司 5%以上股东、董事、高级管 理人员张爱军先生及董事、高级管理人员曹伟先生拟减持其持有的公司股份，计 划在减持计划公告之日起十五个交易日后的三个月内以集中竞价方式减持公司 股份，分别减持 2,313,800 股（占当前公司总股本比例 1.00%）和 367,500 股（占 当前公司总股本比例 0.16%）。 公司于近日收到张爱军先生、曹伟先生出具的《减持计划完成情况告知函》， 获悉张爱军先生、曹伟先生的减持计划已完成。截至本公告披露日，张爱军先生 通过集中竞价交易的方式减持公司股份 2,313,720 股，与减持预披露 2,313,800 股的 ...

| 1．基本情况 | | | --- | --- | | 信息披露义务人 | 张爱军 | | 住所 | 北京市海淀区银桦路 60 号院 6 号楼 | | 权益变动时间 | 2025 年 7 月 15 日-2025 年 7 月 16 日 张爱军因自身资金需要，于 2025 年 7 月 15 日至 2025 | | 年 7 | 月 16 日期间通过集中竞价交易方式累计减持公司股份 | | | 1,423,840 股,占公司总股本的 0.62%，此次股份减持后张爱 | | 权益变动过程 | 军持有公司股份 17,960,641 股，持有公司股份比例由 8.38% | | 下降至 | 7.76%，变动触及 1%的整数倍。 | | | 本次权益变动不会导致公司控股股东及实际控制人发 | | | 生变化,不会对公司治理结构及持续经营产生重大影响。 | | 股票简称 | 竞业达 股票代码 003005 | | 变动类型 上升□ | 有□ 无 | 一致行动人 | | | --- | --- | --- | --- | | （可多选） 下降 | | | | | 是否为第一大股东或实际控制人 | 否 | 是□ | | | ...

Summary of Conference Call Company and Industry - The conference call primarily discusses the developments and financial performance of a company in the **AI education** and **intelligent transportation** sectors, focusing on the integration of AI technologies in educational solutions and smart rail systems. Key Points and Arguments Financial Performance - In 2024, the company achieved a total revenue of **1.83 billion** with a year-on-year growth of **17.58%** [1] - The scale profit reached **426.9 million**, marking a significant year-on-year increase of **321.88%** [1] - The profit growth rate outpaced revenue growth, attributed to increased revenue scale and improved management of accounts receivable [1][4] - The gross profit margin was reported at **46.19%**, with a net profit margin of **8.85%**, reflecting a year-on-year increase of **6.38 percentage points** [4] Strategic Developments - The company is focusing on expanding its national market presence, particularly in regions outside of Beijing, with the establishment of six regional headquarters and over twenty branch offices [2] - Sales expenses increased by **18.81%** in 2024, indicating a strong push for market penetration [2][3] - The company has seen a **400%** year-on-year increase in new teaching orders from its regional headquarters [2] Research and Development - The company maintains a research and development investment of over **10%** of its revenue, with a total R&D expenditure of **56.82 million**, representing **11.77%** of revenue [3] - The workforce includes over **50%** technical personnel, with **27%** being R&D staff [3] - The company has filed **18 new patents**, bringing the total to **82 patents** by the end of 2024 [3] AI Technology Integration - The company has developed the **Starry Sky Education Model**, which has received approval from the National Internet Information Office, with seven algorithms already registered [5] - The model supports various applications, including text generation, natural language processing, and knowledge graph construction [5] - AI technologies are being applied in educational settings, significantly improving efficiency and reducing costs in classroom analysis and reporting [8][23] Market Trends and Future Outlook - The company anticipates continued growth in the AI education sector, driven by government investments and the increasing demand for integrated educational solutions [39] - The focus on **domestic substitution** in technology and products is expected to enhance the company's competitive edge in the market [29] - The company aims to leverage its extensive data and technology capabilities to support the rapid commercialization of AI products in education [12][39] Operational Efficiency - The company has improved its cash flow management, with a significant reduction in credit impairment losses by **72%**, maintaining a bad debt rate of less than **0.1%** [4] - The operational model has shifted from traditional system sales to a combination of system solutions and service sales, enhancing overall service delivery [10] Challenges and Considerations - The company acknowledges the challenges posed by the current economic environment and fiscal pressures, which may affect market dynamics and operational strategies [21] - The integration of AI in traditional sectors, such as rail transportation, is seen as a critical avenue for growth, with ongoing projects in major cities [27][28] Other Important Content - The company has initiated a training program for drone pilots and is exploring new business opportunities in vocational training [15][16] - The company is actively collaborating with educational institutions to implement AI-driven solutions, demonstrating a strong commitment to enhancing educational quality [20] - The conference concluded with a Q&A session, indicating investor interest in the company's future strategies and market positioning [40]

Summary of Key Points from Conference Call Records Industry or Company Involved - **AIDC and AI Education Sector**: The records discuss developments in the AIDC industry, particularly related to NVIDIA's H20 chip, and advancements in AI applications in education. Core Points and Arguments 1. **NVIDIA H20 Chip Release**: NVIDIA's CEO announced the approval of the H20 chip for sales to China, which is expected to accelerate domestic data center construction. The H20 chip has one-sixth the computing power of the H100 but offers competitive advantages in bandwidth and memory [2][12]. 2. **Increased Capital Expenditure**: Institutions predict that major domestic companies will increase their capital expenditures (Capex) due to the availability of the H20 chip, marking a turning point in AI infrastructure development in China [2][12]. 3. **AI in Education**: A shift towards "proactive output" AI products in education is anticipated, with several companies expected to launch AI agents that can replace human teachers in certain capacities. This trend is expected to gain momentum starting in 2025 [6][7]. 4. **Growth in AI Applications**: A report from A16Z indicates that global budgets for AI applications are expected to grow significantly, with an average increase of about 75% in the coming year as companies explore more use cases for AI [9][10]. 5. **Core Companies in AI Education**: Companies like Fangzhitech and Dou Shen Education are highlighted for their innovative AI educational products, which are expected to drive growth in the sector [7][8]. Other Important but Possibly Overlooked Content 1. **Market Dynamics**: The records mention that the AI application forum will take place on July 18, 2025, focusing on the integration of software and hardware in AI applications [9]. 2. **Financial Performance**: Companies like Lio Co. are expected to report significant improvements in net profit, driven by optimized customer structures in their digital marketing segments [19][20]. 3. **Regulatory Developments**: The approval of new drugs by companies like Lisheng Pharmaceutical indicates a growing market for innovative healthcare solutions, particularly in the treatment of Alzheimer's disease [16][17]. 4. **Investment Opportunities**: The records suggest potential investment opportunities in companies involved in AI, healthcare, and data center infrastructure, particularly those that are adapting to new technologies and market demands [19][20]. This summary encapsulates the key insights and developments from the conference call records, providing a comprehensive overview of the current trends and future expectations in the AIDC and AI education sectors.