Group 1 - The company San Chuan Wisdom (300066) reported that as of August 29, 2025, the total number of shareholders is 81,831 [1]

Company Overview - San Chuan Wisdom Technology Co., Ltd. is located in Yingtan High-tech Zone, Jiangxi Province, and was established on May 13, 2004, with its listing date on March 26, 2010 [2] - The company's main business includes smart water meters, especially IoT water meters, water management application systems, water investment operations, and health drinking services [2] - The revenue composition is as follows: water meters 62.92%, rare earth oxides 28.01%, others 5.14%, software 2.50%, secondary water supply equipment 1.33%, tap water 0.06%, and water supply engineering 0.04% [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 490 million yuan, a year-on-year decrease of 33.49%, while the net profit attributable to shareholders increased by 0.54% to 44.92 million yuan [2] - Since its A-share listing, the company has distributed a total of 459 million yuan in dividends, with 114 million yuan distributed in the last three years [3] Stock Performance - On September 1, the stock price of San Chuan Wisdom fell by 2.24% to 7.85 yuan per share, with a trading volume of 490 million yuan and a turnover rate of 6.09%, resulting in a total market capitalization of 8.164 billion yuan [1] - Year-to-date, the stock price has increased by 100.77%, but it has decreased by 10.80% in the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on August 22, where it recorded a net purchase of 331 million yuan [1] Shareholder Information - As of August 20, the number of shareholders is 71,800, a decrease of 1.43% from the previous period, with an average of 14,014 circulating shares per person, an increase of 1.45% [2]

Core Viewpoint - San Chuan Wisdom (300066) reported a significant decline in total revenue for the first half of 2025, with a year-on-year decrease of 33.49%, while net profit showed a slight increase of 0.54% [1] Financial Performance - Total revenue for the first half of 2025 was 490 million yuan, down from 737 million yuan in the same period of 2024 [1] - Net profit attributable to shareholders was 44.92 million yuan, compared to 44.68 million yuan in the previous year [1] - Gross margin improved to 26.94%, an increase of 77.87% year-on-year, while net margin rose to 9.33%, up 139.20% [1] - Total expenses (selling, administrative, and financial) increased by 43.44%, accounting for 16.19% of total revenue [1] Cash Flow and Assets - Operating cash flow per share was -0.07 yuan, a decrease of 259.31% year-on-year, indicating reduced cash inflow from sales [1][5] - Cash and cash equivalents saw a net increase of 44.95%, attributed to higher borrowings compared to debt repayments [5] - The company reported a significant increase in monetary funds, up 32.52% to 271 million yuan [1] Liabilities and Debt - Short-term borrowings surged by 1792.48%, primarily due to increased loans from the subsidiary Tianhe Yongci [3] - Contract liabilities rose by 38.79%, reflecting growth in export business and increased advance payments [3] Inventory and Contract Assets - Inventory increased by 30.32%, driven by rising prices and increased stock of rare earth oxides [2] - The change in contract assets was due to the reclassification of product warranty deposits from accounts receivable [2] Investment and Returns - The company's return on invested capital (ROIC) was reported at 1.04%, indicating weak capital returns compared to historical averages [7] - The historical median ROIC over the past decade was 9.62%, suggesting that the company's investment returns have been generally average [7] Overall Assessment - The company’s financial indicators reflect a mixed performance, with declining revenues but improved margins, indicating potential operational efficiencies [1][7] - The reliance on research and marketing for performance necessitates a deeper analysis of the underlying drivers [8]

Group 1 - The company's total revenue for the first half of 2025 is 490 million yuan, ranking 71st among disclosed peers [1] - The net profit attributable to shareholders is 44.92 million yuan, ranking 62nd among disclosed peers, with a year-on-year increase of 0.54% [1] - The company's operating cash flow is negative at -68.81 million yuan [1] Group 2 - The latest debt-to-asset ratio is 16.57%, ranking 19th among disclosed peers [3] - The gross profit margin is 26.94%, an increase of 11.50 percentage points year-on-year, marking two consecutive years of growth [3] - The return on equity (ROE) is 1.79% [3] Group 3 - The total asset turnover ratio is 0.16 times, and the inventory turnover ratio is 1.06 times [4] - The number of shareholders is 38,800, with the top ten shareholders holding 480 million shares, accounting for 46.18% of the total share capital [4] - The largest shareholder is Jiangxi Sanchuan Group Co., Ltd., holding 35.84% of the shares [4]

2025年8月27日，三川智慧(300066.SZ)发布2025年半年度报告。截至2025年8月26日，共有2个机构投资 者披露持有三川智慧A股股份，合计持股量达3.77亿股，占三川智慧总股本的36.24%。其中，机构投资 者包括江西三川集团有限公司、BARCLAYS BANK PLC，机构投资者合计持股比例达36.24%。相较于 上一季度，机构持股比例合计上涨了0.40个百分点。 ...

每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 王晓波） 每经AI快讯，三川智慧（SZ 300066，收盘价：8.26元）8月27日发布公告称，公司第七届第十五次董事 会会议于2025年8月26日在公司数智工厂二楼多功能会议室召开。会议审议了《关于修订 <公司章程> 的议案》等文件。 2025年1至6月份，三川智慧的营业收入构成为：仪器仪表制造业占比88.86%，稀土资源回收利用占比 8.65%，其他业务占比2.49%。 ...

第七届董事会第十五次会议决议公告 证券代码：300066 证券简称：三川智慧 公告编号：2025-032 三川智慧科技股份有限公司 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。 三川智慧科技股份有限公司（以下简称"公司"或"本公司"）于2025年8 月16日以电子邮件、当面送达等方式向全体董事发出召开第七届董事会第十五次 会议通知，会议于2025年8月26日在公司数智工厂二楼多功能会议室召开。会议 应到董事9人，实到董事9人。公司监事、高级管理人员列席会议。会议由公司董 事长李建林先生主持。会议的召集和召开符合《公司法》和《公司章程》的有关 规定。与会董事审议并以书面表决方式通过以下议案： 一、审议通过《2025 年半年度报告》及其摘要 2025年上半年，公司实现营业收入49,005.34万元，较上年同期下降33.49%； 实现营业利润5,471.64万元，较上年同期上升208.36%；实现归属于上市公司股 东的净利润4,492.02万元，较上年同期上升0.54%。 公司2025年半年度报告及摘要真实反映了公司2025年半年度的财务状况和 经营成果，不存在虚 ...

Core Viewpoint - San Chuan Wisdom (300066.SZ) reported a significant decline in revenue for the first half of 2025, indicating potential challenges in the company's operational performance [1] Financial Performance - The company achieved operating revenue of 490 million yuan, a year-on-year decrease of 33.49% [1] - The net profit attributable to shareholders of the listed company was 44.92 million yuan, reflecting a slight increase of 0.54% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 22.50 million yuan, showing a year-on-year decline of 32.92% [1] - Basic earnings per share were reported at 0.0432 yuan [1]

智通财经APP讯，三川智慧(300066.SZ)发布2025年半年度报告，该公司营业收入为4.9亿元，同比减少 33.49%。归属于上市公司股东的净利润为4492.02万元，同比增长0.54%。归属于上市公司股东的扣除非 经常性损益的净利润为2249.52万元，同比减少32.92%。基本每股收益为0.0432元。 ...

三川智慧科技股份有限公司 投资决策制度 第一章 总则 第一条 为建立规范、有效、科学的投资决策体系和机制，避免投资决策失 误，化解投资风险，提高投资经济效益，实现公司资产的保值增值，根据有关法 律法规、《深圳证券交易所创业板股票上市规则》（以下简称"《上市规则》"） 和《三川智慧科技股份有限公司章程》（以下简称"《公司章程》"）的规定， 制定本制度。 第二条 本制度所称投资，指公司在境内外进行的以盈利或保值增值为目的 的投资行为，包括公司投资设立公司（企业）；投资公司（企业）的增资扩股； 委托理财；购买股票或债券；购买或出售资产（不含购买原材料、燃料和动力， 以及出售产品、商品等与日常经营相关的资产）等。 第三条 公司所进行的对外投资行为，必须遵守本制度。 第六条 年度投资计划如需要调整，或单个投资项目投资预算需要调整的， 1 由相关部门做出论证后再履行相关审批程序。 第七条 公司投资部门负责对投资项目的可行性进行专门研究和评估，之后， 由总经理办公会议讨论、组织评议、提出意见、批准或逐级报批。 第八条 公司股东会、董事会、总经理按照投资决策权限及决策程序决定公 司投资事宜。对于重大投资项目，董事会应当组织有 ...