国金证券股份有限公司 关于北京竞业达数码科技股份有限公司 使用自有资金、银行承兑汇票等方式支付募投项目款 项并以募集资金等额置换的核查意见 国金证券股份有限公司（以下简称"国金证券"或"保荐机构"）作为北 京市竞业达数码科技股份有限公司（以下简称"竞业达"或"公司"）2023年 度向特定对象发行A股股票并上市的保荐机构，根据《证券发行上市保荐业务管 理办法》《深圳证券交易所股票上市规则》及《深圳证券交易所上市公司自律 监管指引第1号——主板上市公司规范运作》等有关规定的要求，对竞业达使用 自有资金、银行承兑汇票等方式支付募投项目款项并以募集资金等额置换的事 项进行了核查，核查情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会（以下简称"中国证监会"）出具《关于同 意北京竞业达数码科技股份有限公司向特定对象发行股票注册的批复》（证监 许可[2024]229 号），北京竞业达数码科技股份有限公司（以下简称"公司"） 向特定对象发行人民币普通股（A 股）16,877,637 股，发行价格 21.33 元/股， 本次发行募集资金总额为 359,999,997.21 元，扣除相关发行费用（不含增值税） 8,9 ...

证券代码：003005 证券简称：竞业达 公告编号：2025-010 本次增资系公司对全资子公司的增资，不构成重大关联交易，也不构成重 大资产重组，也不构成《上市公司重大资产重组管理办法》规定的重大资产重 组。本次增资事项无需提交公司股东大会审议批准。 二、增资对象基本情况 | 公司名称 | 怀来竞业达科技产业发展有限公司 | | | | --- | --- | --- | --- | | 统一社会信用代码 | 91130730MA0D6L6E1G | | | | 法定代表人 | 钱瑞 | | | | 注册资本 | 10,000 万元 | | | | 成立日期 | 2019 年 月 日 | 1 | 16 | | 注册地址 | 怀来县高新技术产业开发区信息技术产业园泰山路东 2 号 | | | | 经营范围 | 计算机软硬件及外围设备、教学设备、数字音视频设备、嵌 | | | | | 入式系统设备、有线通讯器材的开发、生产（取得环评后经 | | | | | 营）及销售；计算机网络技术服务及系统集成；机械维修； | | | | | 销售化工产品（不含化学危险品及一类易制毒化学品）、汽 | | | | | 车（按授 ...

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3月11日 召开第三届董事会第十四次会议、第三届监事会第十二次会议，审议通过了 《关于使用自有资金、银行承兑汇票等方式支付募投项目款项并以募集资金等 额置换的议案》。同意公司及所有募集资金投资项目（以下简称"募投项目"） 实施主体在募投项目实施期间根据实际情况使用自有资金、银行承兑汇票等方 式支付募集资金投资项目所需资金并以募集资金等额置换。现将具体情况公告 如下： 一、募集资金基本情况 根据中国证券监督管理委员会（以下简称"中国证监会"）出具《关于同 意北京竞业达数码科技股份有限公司向特定对象发行股票注册的批复》（证监 许可[2024]229 号），北京竞业达数码科技股份有限公司（以下简称"公司"） 向特定对象发行人民币普通股（A 股）16,877,637 股，发行价格 21.33 元/股， 本次发行募集资金总额为 359,999,997.21 元，扣除相关发行费用（不含增值税） 8,981,273.54 元后，实际募集资金净额为 351,018,7 ...

证券代码：003005 证券简称：竞业达 公告编号：2025-009 北京竞业达数码科技股份有限公司 第三届监事会第十二次会议决议公告 本公司及监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、 监事会会议召开情况 北京竞业达数码科技股份有限公司（以下简称"公司"）第三届监事会第十 二次会议通知于 2025 年 3 月 7 日以电话、短信等方式通知全体监事。会议于 2025 年 3 月 11 日在公司会议室以现场结合通讯方式召开，会议应到监事 3 人， 实到监事 3 人。公司监事会主席林清先生主持本次会议，部分高级管理人员列席 了会议。本次监事会会议的召开符合有关法律、行政法规、部门规章、规范性文 件和公司章程的规定。 二、 监事会会议审议情况 会议审议通过了如下决议： 1、审议通过了《关于使用自有资金、银行承兑汇票等方式支付募投项目 款项并以募集资金等额置换的议案》 因募投项目实施过程中需要支付的人工费用只能从公司基本存款账户划转， 同时为提高公司及子公司募投资金使用效率，募投项目实施过程中，公司及子公 司以银行承兑汇票等方式先支付募投项目涉及的款项。公司定期统计 ...

证券代码：003005 证券简称：竞业达 公告编号：2025-008 北京竞业达数码科技股份有限公司 第三届董事会第十四次会议决议公告 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。 本次董事会会议的召开符合有关法律、行政法规、部门规章、规范性文件和 公司章程的规定。 二、 董事会会议审议情况 会议审议通过了如下决议： 1、审议通过了《关于向全资子公司增资的议案》 为优化公司内部资源配置，同时增强全资子公司怀来竞业达科技产业发展有 限公司（以下简称"怀来竞业达"）综合竞争力，改善财务状况，竞业达拟向怀 来竞业达增资 25,000 万元，其中以债转股方式增资 213,910,379.18 元、自有资 金方式增资 36,089,620.82 元。本次增资完成后，怀来竞业达注册资本由 10,000 万元增加至 35,000 万元，仍为公司全资子公司，公司合并报表范围不会发生变 化。本议案已经公司董事会战略委员会审议通过。 一、 董事会会议召开情况 北京竞业达数码科技股份有限公司（以下简称"公司"）第三届董事会第十 四次会议通知于 2025 年 3 月 7 日以电话、 ...

Group 1: Company Overview and Strategic Direction - Beijing Jingyeda Digital Technology Co., Ltd. focuses on developing large models tailored for the education sector, integrating various educational processes to enhance teaching and management [3] - The company aims to leverage AI-generated content (AIGC) to empower the entire talent development process, addressing school needs and pain points through AI applications [3][4] Group 2: AI Applications in Education - The "Starry Sky+" AI teaching platform integrates the Starry Sky education model with the DeepSeek model, offering ten modules including AI tutoring, AI assessment, and AI diagnostics, enhancing the intelligence of educational practices [3] - DeepSeek demonstrates strong reasoning capabilities in complex scenarios such as lesson planning and assignment analysis, significantly improving outcome quality [3] Group 3: Market Position and Competitive Advantages - Jingyeda has established a unique data barrier through extensive accumulation of teaching training data, allowing for better adaptation to the complex demands of the education sector [4] - The company’s product offerings cover the entire talent development process, providing a comprehensive educational solution that differentiates it from competitors [4] Group 4: Revenue Model and Market Acceptance - The revenue model is based on product type and application scenarios, including private deployment for smart classroom construction and subscription-based services for quality diagnostics and industry analysis [4][5] - The AI education products have been piloted in several schools, gaining recognition and gradually converting users into paying customers, with expectations of increased market acceptance as technology matures [5]

Summary of the Conference Call Company and Industry - The conference call focuses on **Jingyeda**, a company operating in the **AI education application** sector, particularly in higher education, primary and secondary education, and vocational education. Key Points and Arguments 1. **AI Education Applications**: Jingyeda has made significant progress in integrating AI with education, focusing on areas such as knowledge graphs, AI teaching assistants, AI learning aids, AI evaluation, and industry demand analysis [3][4][9]. 2. **Knowledge Graph Construction**: The company has reduced the time to build knowledge graphs from one month to ten minutes using large model technology, improving accuracy from 30%-40% to 80%-90% [4][5]. 3. **AI Teaching Assistant Features**: The AI teaching assistant can generate differentiated assignments and lesson plans, and create digital avatars for teachers, significantly enhancing teaching efficiency [6][9]. 4. **Cloud and Private Deployment**: Jingyeda combines private deployment with cloud services to address schools' computational power shortages, allowing for effective knowledge base construction and classroom quality analysis [7][16]. 5. **Future Plans for Professional Development**: By 2025, Jingyeda aims to enhance knowledge synchronization in professional education, optimizing course structures and developing productized services like educational cloud services [8][19]. 6. **AI Learning Aid Implementation**: AI learning aids utilize smart classrooms to record lessons and analyze student performance, providing personalized learning paths [11][26]. 7. **AI Diagnosis for Classroom Quality**: The AI diagnosis system generates detailed reports on classroom quality, including teaching speed and content alignment, which helps improve overall educational quality [11][30]. 8. **Market Demand for Smart Classrooms**: As of 2023, only 15% of universities have smart classrooms, indicating significant market potential for growth in this area [17]. 9. **Subscription Model for Cloud Services**: Jingyeda offers a subscription model for cloud services, with annual fees around 200,000 yuan for classroom quality diagnosis, and aims to expand this model significantly in 2025 [18][19]. 10. **Funding and Procurement Trends**: Schools are shifting from hardware purchases to applications and AI-enabled educational products due to tighter budgets, focusing on effective solutions that enhance teaching quality [25][26]. 11. **Long-term Market Outlook**: Despite current funding challenges in the primary education market, there are opportunities for AI-driven projects aimed at improving educational quality and resource equity [28][29]. 12. **Impact of Large Model Technology**: The introduction of large model technology has transformed knowledge graph construction and classroom diagnostics, with government policies supporting the integration of AI in education [30]. Other Important but Possibly Overlooked Content - The company plans to achieve exponential growth through subscription services over the next 3 to 5 years, targeting a business scale of tens of millions to over a hundred million yuan [20][21]. - The integration of AI into educational settings is seen as a trend that will revolutionize traditional teaching methods, shifting from passive to personalized learning [13][22]. - The competitive landscape indicates that Jingyeda's ability to provide low-cost, effective solutions for schools positions it favorably against larger internet companies that focus on individual services [23].

证券时报网讯，竞业达再度涨停，4个交易日内录得3个涨停，累计涨幅为37.63%，累计换手率为 75.11%。 截至14:37，该股今日成交量2288.45万股，成交金额8.37亿元，换手率31.00%。 最新A股总市值达67.04亿元，A股流通市值29.94亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日换手率达20%、日振幅值达 15%上榜龙虎榜2次，买卖居前营业部中，机构净卖出257.48万元，营业部席位合计净买入1327.50万 元。 公司2月5日在交易所互动平台中披露，截至最新（1月31日）股东户数为22659户。 ...

证券代码：003005 证券简称：竞业达 公告编号：2025-007 北京竞业达数码科技股份有限公司 北京竞业达数码科技股份有限公司（以下简称"公司")股票连续两个交易日 （2025 年 1 月 27 日、2025 年 2 月 5 日）收盘价格涨幅偏离值累计达到 21.87%， 根据《深圳证券交易所股票上市规则》的有关规定，属于股票交易异常波动的情 况。 二、说明关注、核实情况 针对公司股票异常波动，公司对有关事项进行核查，并问询了公司控股股东、 实际控制人，现将情况说明如下： 1．公司前期披露的信息不存在需要更正、补充之处； 2．公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 3．近期公司经营情况正常，内外部经营环境未发生重大变化； 4．公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； 5．控股股东、实际控制人在股票异常波动期间不存在买卖公司股票的情形。 三、是否存在应披露而未披露信息的说明 股票交易异常波动公告 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、 ...

Core Viewpoint - The company Jingyeda (003005) announced a significant increase in its expected net profit for 2024, projecting a range of 33 million to 44 million yuan, representing a year-on-year growth of 226% to 335% [1] Group 1: Company Performance - Jingyeda's stock closed at 29.47 yuan, reflecting a 4.61% increase, with a trading volume of 183 million yuan and a turnover rate of 8.56% [1] - Over the past five days, the stock has risen by 3.44% [1] Group 2: Market Trends - Statistical analysis shows that 65.80% of stocks with a profit forecast increase of over 50% experienced a price increase on the day of the announcement [1] - Among these stocks, 25 companies hit the daily price limit on the announcement day [1] - Additionally, 73.41% of these stocks saw price increases over the following five days after the announcement [1]