投资者关系活动记录表 编号：2021-006 | --- | --- | --- | |---------------------------|------------------------------------------------|--------------------------------------------------------------------------------------------------------------------| | | | | | 投 资 者关 系活 动 | ■特定对象调研 □分析师会议 | | | 类别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 | □路演活动 | | | □现场参观 | □其他 | | 参 与 单位 名称 及 | | 招商证券、华夏基金、人保养老、泰康资产、国寿养老、嘉实基金、博时 | | 人员姓名 | 基金等 | | | 时间 | 2021 年 2 月 25 日 | 14：00-15:30 | | 地点 | 写字楼办公室 | | | 上 市 公司 接待 人 员姓名 | 董事长、董事会秘书、证券事务代表 | | ...

江苏传智播客教育科技股份有限公司 编号：2021-003 | --- | --- | --- | |---------------------------|-------------------------------|----------------------------------------------------------------------------------------------------------------------------------| | | | | | 投 资 者关 系活 动 | | □特定对象调研 □分析师会议 | | 类别 | □媒体采访 | □业绩说明会 | | | □新闻发布会 □路演活动 | | | | ■现场参观 | □其他 | | 参 与 单位 名称 及 | | 创金和信、宝盈基金、景顺基金、德邦资管、金鹰基金、嘉实基金、鹏华 | | 人员姓名 | 基金、前海联合、瑞天投资 | | | 时间 | 2021 年 2 月 1 日 | | | 地点 | 线下校区参观 | | | 上 市 公司 接待 人 员姓名 | 校区负责人 | | | | | | | | ...

江苏传智播客教育科技股份有限公司 投资者关系活动记录表 编号：2021-002 | --- | --- | --- | |---------------------------------|-----------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投 资 者关 系活 动 \n类别 | ■特定对象调研 □分析师会议 ...

证券简称：传智教育 证券代码：003032 江苏传智播客教育科技股份有限公司 投资者关系活动记录表 编号：2021-008 | --- | --- | --- | --- | --- | --- | |---------------------------|----------------------------------|------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|----------| | 投资者关系活 \n动类别 | □现场参观 | | ■特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n 其他 | | | | 参与单位名称 | 中信证券 | 冯重 ...

证券简称：传智教育 证券代码：003032 江苏传智播客教育科技股份有限公司 投资者关系活动记录表 编号：2021-011 | --- | --- | --- | |------------------------------|---------------------------------------|---------------------------------------------------------------------------------| | | | | | 投资者关系活 | □特定对象调研 | □分析师会议 | | 动类别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 ■其他 | | | 参与单位名称 及人员姓名 | 泓徳基金 邬传雁 | | | 时间 | 2021 年 6 月 20 日 | 8:00-11:30 | | 地点 | 传智专修学院 | | | 上市公司接待 人员姓名 | | 董事长、董事会秘书、传智专修学院校长 | | 投资者关系活 动主要内容介 绍 | 参加传智专修学院 在线直播（直播链接 | 2021 届毕 ...

编号：2021-010 证券简称：传智教育 证券代码：003032 江苏传智播客教育科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------|--------------------------------------------------------------------| | 投资者关系活 \n动类别 | ■特定对象调研 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 | □分析师会议 \n 其他 | | 参与单位名称 | 方正证券 | 谭瑞峤 中加基金 于成琨 | | 及人员姓名 | 千和资本 | 张雪娇 工银瑞信 韩悦 | | 时间 | 2021 年 6 月 15 日 | 10:50-12:00 | | 地点 | 传智教育北京昌平校区 | | | 上市公司接待 人员姓名 | | 董事长、董事会秘书、北京昌平校区副校长 | | | 一、公司介绍 | ...

证券简称：传智教育 证券代码：003032 江苏传智播客教育科技股份有限公司 投资者关系活动记录表 编号：2021-009 | --- | --- | --- | |-----------------------|----------------------------------|----------------------------------------------------------------------| | | | | | 投资者关系活 | ■特定对象调研 | □分析师会议 | | 动类别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 | 其他 | | 参与单位名称 | 中泰证券范欣悦 中泰证券 | 张友华 | | | 光大自营 | 孙相绪 兴银基金 方军平 | | 及人员姓名 | 创金合信基金 | 梁雪 嘉实基金 焦健鹏 | | | 安信基金 高宇 | 明矅投资 苏丹 | | | 明矅投资 苏丹 | 鹏华基金 谢添元 | | 时间 | 2021 年 4 月 29 日 | 15:30-16:15 | | 地点 | 线上 | | | 上市 ...

证券简称：传智教育 证券代码：003032 江苏传智播客教育科技股份有限公司 投资者关系活动记录表 编号：2021-012 | --- | --- | --- | |---------------------------|-------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Financial Performance - The company's revenue for Q3 2022 reached ¥234,584,884.74, representing a 25.98% increase compared to the same period last year[7]. - Net profit attributable to shareholders for Q3 2022 was ¥78,172,680.19, a significant increase of 108.80% year-over-year[7]. - The net profit excluding non-recurring items for Q3 2022 was ¥67,745,324.50, up 115.73% from the previous year[7]. - Total operating revenue for Q3 2022 reached ¥622,788,794.21, an increase of 27.1% compared to ¥489,843,196.53 in the same period last year[27]. - Net profit for Q3 2022 was ¥165,682,416.91, significantly higher than ¥63,566,476.26 in Q3 2021, marking a year-over-year growth of 160.5%[29]. - The total comprehensive income attributable to the parent company for Q3 2022 was approximately CNY 165.68 million, compared to CNY 63.57 million in the same period last year, representing a significant increase[30]. - Basic earnings per share for Q3 2022 were CNY 0.41, up from CNY 0.16 in Q3 2021, indicating improved profitability[30]. Assets and Liabilities - The total assets as of September 30, 2022, amounted to ¥1,892,375,273.81, reflecting an 8.19% increase from the end of the previous year[7]. - The total assets as of the end of the reporting period amounted to ¥1,892,375,273.81, compared to ¥1,749,163,162.13 at the end of the previous period, representing an increase of 8.2%[26]. - Total liabilities increased to ¥571,409,288.00 from ¥536,174,772.00, reflecting a growth of 6.5%[26]. - The company's total equity reached ¥1,320,965,985.81, up from ¥1,212,988,390.13, which is an increase of 8.9%[26]. - The company reported a significant increase in contract assets, totaling ¥11,520,518.97, compared to the previous period[26]. Cash Flow - The cash flow from operating activities for the year-to-date period was ¥293,312,559.37, showing a 114.52% increase year-over-year[7]. - Cash inflow from operating activities for the current period was CNY 720.19 million, compared to CNY 558.09 million in the previous year, reflecting a growth of approximately 29%[31]. - Net cash flow from operating activities was CNY 293.31 million, an increase from CNY 136.73 million year-over-year[34]. - Cash inflow from investment activities totaled CNY 3.47 billion, compared to CNY 2.79 billion in the previous year, showing a growth of about 24%[34]. - The net cash flow from investment activities was negative at CNY -571.94 million, worsening from CNY -337.55 million in the previous year[34]. - Total cash outflow from financing activities was CNY 108.19 million, compared to CNY 70.60 million in the previous year, indicating increased financing costs[34]. Shareholder Information - Total number of common shareholders at the end of the reporting period is 26,880[16]. - The largest shareholder, Li Huo Ming, holds 22.44% of shares, totaling 90,309,527 shares[16]. - The second largest shareholder, Chen Qiong, holds 16.64% of shares, totaling 66,978,330 shares[16]. - The company has a total of 14,088,931 shares held by the top ten shareholders in financing and securities lending activities[19]. Government Support and Other Income - The company received government subsidies totaling ¥12,137,589.69 for the year-to-date period, contributing to the increase in other income[8]. Operational Insights - The company reported a 27.14% increase in total revenue for the first nine months of 2022, totaling ¥622,788,794.21[12]. - Contract liabilities rose by 32.57% to ¥232,259,347.28, attributed to increased enrollment in training programs[12]. - The company's cash and cash equivalents amount to 446,981,156.30 RMB, a decrease from 832,889,849.89 RMB[20]. - Trading financial assets increased to 1,012,403,462.60 RMB from 400,480,744.38 RMB[20]. - Accounts receivable stand at 10,975,599.56 RMB, up from 5,532,917.82 RMB[20]. - Prepayments increased to 9,406,051.87 RMB from 6,386,815.68 RMB[20]. Future Outlook - The company plans to continue expanding its market presence and investing in new technologies to drive future growth[28]. - The company has not disclosed any new strategies or future outlook in the provided documents[19]. - There are no details on new product or technology developments mentioned in the reports[19]. - The company has not undergone an audit for the Q3 2022 report[35].

Financial Performance - The company's operating revenue for the first half of 2022 was ¥388,203,909.47, representing a 27.85% increase compared to ¥303,640,172.49 in the same period last year[34]. - The net profit attributable to shareholders for the first half of 2022 was ¥87,509,736.72, a significant increase of 234.94% from ¥26,127,236.16 in the previous year[34]. - The net profit after deducting non-recurring gains and losses was ¥68,596,436.33, which is a 423.00% increase compared to ¥13,116,066.21 in the same period last year[34]. - The net cash flow from operating activities was ¥174,555,405.33, up 324.73% from ¥41,097,889.99 in the previous year[34]. - Basic earnings per share for the first half of 2022 were ¥0.22, an increase of 214.29% from ¥0.07 in the same period last year[34]. - The total assets at the end of the reporting period were ¥1,832,902,495.86, reflecting a 4.79% increase from ¥1,749,163,162.13 at the end of the previous year[34]. - The net assets attributable to shareholders at the end of the reporting period were ¥1,257,051,470.97, which is a 3.63% increase from ¥1,212,988,390.13 at the end of the previous year[34]. - The weighted average return on equity for the first half of 2022 was 7.01%, an increase of 4.65 percentage points from 2.36% in the previous year[34]. - The company's operating revenue for the reporting period was ¥388,203,909.47, representing a year-on-year increase of 27.85% due to higher student enrollment and increased class sizes[65]. - The net cash flow from operating activities increased by 324.73% to ¥174,555,405.33, attributed to higher cash receipts from sales of goods and services[68]. - The income tax expense surged by 19,115.11% to ¥10,502,758.44, reflecting a significant increase in profits during the reporting period[65]. Revenue Sources - The total revenue for Jiangsu Chuanzi Podcast Education Technology Co., Ltd. for the first half of 2022 was 18,913,300.39[39]. - Training services accounted for ¥385,036,196.76, or 99.18% of total revenue, with a year-on-year growth of 28.88%[69]. - Online/short-term training generated ¥373,020,479.89, making up 96.09% of total revenue, reflecting a 31.06% increase from ¥284,613,558.57 last year[69]. - Revenue from the East China region increased by 39.51% to ¥95,941,239.44, while the Central China region saw a 57.52% rise to ¥71,254,460.65[72]. Market and Industry Trends - The company operates in the vocational education sector, which is supported by national policies emphasizing the importance of vocational training and education[43]. - The revised Vocational Education Law, effective from May 1, 2022, highlights the equal importance of vocational education and aims to promote employment and entrepreneurship[43]. - The digital talent education and training industry is expected to grow significantly due to increasing demand for digital skills in various sectors[44]. - The government's "14th Five-Year Plan" aims for the digital economy's core industry value to account for 10% of GDP by 2025, indicating a strong focus on digital transformation[44]. - There is a projected explosive growth in demand for digital talent, including roles such as AI engineers and data scientists, driven by national economic transformation and policy support[47]. Educational Initiatives and Achievements - The company has trained over 300,000 digital talents, enhancing their employment capabilities and contributing to the local digital economy[48]. - The company has invested in a for-profit full-time vocational school to enhance its dual-track development in vocational training and education[48]. - The "Black Horse Programmer" brand offers on-site training with a duration of 4-6 months, while "Bojue Valley" provides online training typically not exceeding 1 year[49]. - The company has received multiple awards, including the "Top 50 Influential Enterprises in Education Industry" in 2019 and "Top 30 Global Education Technology Innovations" in 2021[48]. - The company has developed a range of courses, including artificial intelligence, big data, and software testing, aimed at meeting the demands of the digital economy[49]. - The company has over 1,000 graduates from its non-degree higher education program aimed at high school graduates since its launch in 2017[48]. - The company aims to cultivate high-quality technical talents to support national strategies for economic modernization and technological independence[48]. - The company has published several textbooks that have received accolades, with 8 books included in the "13th Five-Year" National Planning Textbook for Vocational Education[56]. - The company has established partnerships with over 2,300 universities, enhancing its brand recognition and influence in the education sector[63]. Financial Management and Investments - The company's R&D investment decreased by 10.10% to ¥33,919,534.81, indicating a potential shift in focus or resource allocation[68]. - The company has made investments totaling ¥50,232,911.99 during the reporting period, compared to no investments in the same period last year[80]. - The total amount of contract liabilities increased by 21.43% to ¥212,688,705.10, indicating growth in deferred revenue[75]. - The company has not changed the purpose of the raised funds, with a 0.00% change in usage ratio[85]. - The company plans to use up to RMB 200 million of idle raised funds for cash management, ensuring it does not affect project construction progress[92]. Risks and Challenges - The company faces risks related to a potential decline in market demand for digital talent due to the rapid development of new information technologies and systemic risks in the industry[96]. - Increased competition in the digital education training industry is anticipated as more companies enter the market, leading to intensified product homogeneity and potential impacts on the company's market share and profitability[97]. - The company has 43 leased locations, with 4 lacking effective ownership proof, which could impact operations if lease terms are terminated[102]. - The company is recognized as a high-tech enterprise, benefiting from a 15% corporate income tax rate, but there is a risk of changes in tax policies affecting financial performance[104]. Shareholder Information - The total number of shares before the change was 402,447,500, with 90.00% being restricted shares, which decreased by 124,415,886 to 237,786,864, representing 59.09% after the change[169]. - The company repurchased a total of 2,657,700 shares, accounting for 0.6604% of the total share capital, with a total transaction amount of 35,743,528 RMB, at a maximum price of 14.71 RMB/share and a minimum price of 13.05 RMB/share[172]. - The largest shareholder, Li Huoming, had 90,309,527 restricted shares, with 60,900 shares released during the period[173]. - The company has no foreign investment shares, with all shares being held by domestic investors[169]. - The total number of ordinary shareholders at the end of the reporting period was 362,263,650, with 106,293,243 shares under lock-up[179]. Legal and Compliance Matters - The company is involved in a legal dispute with Beijing Jinlongxiang Investment Co., Ltd., claiming a total of 15,579,343.6 CNY for damages related to rental contracts[137]. - The court ruled that Beijing Jinlongxiang should pay the company a net amount of 7,434,102.81 CNY after deducting rental and property fees[137]. - The company has not experienced any bankruptcy reorganization matters during the reporting period[136]. - The company's integrity status is good, with no unfulfilled court judgments or significant overdue debts[140]. - The semi-annual financial report has not been audited[135].