格隆汇12月15日丨数字政通(300075.SZ)在投资者互动平台表示，公司曾承担北斗卫星国家重要课题项 目，紧跟北斗时空信息产业建设，积极推动空天地一体化城市数据运营服务。该服务基于北斗网格码， 通过构建城市三维空间基准，将多源异构数据统一映射至标准化网格单元，可打破河道、山地、封闭区 域等地理空间限制，实现城市治理从平面化向立体化的跃迁。 ...

（记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：公司是GIS行业应用软件提供商，请问公司的软件是否 有运用到卫星导航和太空互联网领域？ 数字政通（300075.SZ）12月15日在投资者互动平台表示，公司2023年推出"星揆计划"，创新打造"全城 一网"多用途城市空间数据运营新模式，构建"1+5+2"系统服务平台，通过卫星、无人机、车载、人工等 手段建立空天地三维立体化数据采集体系，目前在全国已拥有100余个无人机场，聚焦城市治理各类痛 点问题，为城市管理、水利、生态环保、交通以及应急救援等复杂多元场景提供综合性服务，未来将根 据市场需求和技术发展的情况不断拓展应用领域。 ...

当青岛街头的智慧云瞳在17秒内完成出店经营行为的识别、记录与处置方案生成，当数字政通人和大模型2.0在北京精准锁定建筑垃圾黑工地、让政务热线全流程智能 化，AI Agent（智能体）已从实验室走出，渗透到城市治理的毛细血管。站在2025年末回望，这场技术变革并非偶然，从谷歌Gemini 3到阿里通义千问的快速迭代，为 AI Agent提供了基础能力支撑，而真正让技术落地生根的，是那些能把算法、数据与城市肌理深度融合的实践者。 根据Grand View Research数据，2024年全球AI Agent市场规模已达54亿美元，2025至2030年复合增长率将达45.8%，到2030年将膨胀为近400亿美元的大赛 道。Gartner更将Agentic AI列为2025年十大技术趋势之首，预测到2028年，15%的日常决策将由AI自主完成。在这场席卷城市运行的变革中，谁能成为真正 的引领者？未来的智慧城市又将呈现怎样的新面貌？ 综合来看，垂直行业深耕者目前更具领跑潜力。智慧城市的核心诉求是解决实际治理问题，数字政通们既掌握能听懂城市需求的场景逻辑，又通过生态合作 补齐技术短板，这种场景定义技术的模式，远比技术适配 ...

Group 1 - The company, Digital政通 (300075), responded to investor inquiries on November 18 regarding the number of shareholders [1]

Core Viewpoint - Digital Zhengtong experienced a decline of 0.68% on November 11, with a trading volume of 111 million yuan, indicating a challenging market environment for the company [1] Financing Summary - On November 11, Digital Zhengtong had a financing buy-in amount of 11.13 million yuan and a financing repayment of 17.02 million yuan, resulting in a net financing outflow of 5.89 million yuan [1] - The total financing and securities balance for Digital Zhengtong as of November 11 is 587 million yuan, with the financing balance accounting for 5.85% of the circulating market value, which is below the 10% percentile level over the past year [1] - In terms of securities lending, the company repaid 7,600 shares and sold 500 shares on November 11, with a total selling amount of 8,055 yuan, indicating low activity in this area [1] Financial Performance - For the period from January to September 2025, Digital Zhengtong reported a revenue of 521 million yuan, representing a year-on-year decrease of 25.36%, and a net profit attributable to shareholders of -52.20 million yuan, a significant decline of 354.59% compared to the previous year [2] - The company has cumulatively distributed 257 million yuan in dividends since its A-share listing, with 56.22 million yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, Digital Zhengtong had 68,700 shareholders, a decrease of 12.64% from the previous period, while the average circulating shares per person increased by 14.47% to 7,499 shares [2] - Among the top ten circulating shareholders, Jin Ying Technology Innovation Stock A holds 5.60 million shares, a reduction of 400,000 shares, while Hong Kong Central Clearing Limited increased its holdings by 879,700 shares to 3.86 million shares [3]

Key Points - *ST Yuancheng received a notice regarding the proposed termination of its stock listing [1] - Zhongji Xuchuang plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Baiwei Storage's H-share filing materials have been accepted by the China Securities Regulatory Commission [3] - Mindray Medical has submitted an H-share listing application to the Hong Kong Stock Exchange [4] - Tianji Co. is promoting the industrialization of lithium sulfide material preparation patents [5] - *ST Yuanshang confirmed that there is no undisclosed significant information [6] - Shannon Chip Innovation noted reports of rising storage chip prices but stated that its fundamentals have not changed significantly [7] - Sichuan Jinding clarified that its associate company does not engage in space computing-related businesses [8] - Demingli is planning refinancing, with no significant changes in the operating environment [9] - Chengxing Co. warned of potential irrational speculation risks regarding its stock price [10] - Shandong Gold's wholly-owned subsidiary needs to pay back taxes and late fees amounting to 738 million yuan, expected to impact net profit by 230 million yuan [11] Mergers and Acquisitions - Lingzhi Software intends to acquire 100% of Kaimiride's equity, with stock resuming trading on November 11 [12] - Victory Co. plans to acquire gas-related assets from its controlling shareholder, with stock resuming trading on November 11 [13] Shareholding Changes & Buybacks - *ST Kaixin's actual controller plans to transfer 5% of the company's shares [14] - Litong Electronics' actual controller and executives plan to reduce their holdings by up to 3.03% [15] - Mingchen Health's actual controller and executives plan to reduce their holdings by up to 3.27% [16] - Sanmei Co.'s actual controller plans to reduce holdings by up to 3% [17] - Huayang Intelligent's Fosun Weiying plans to reduce holdings by up to 5% [18] - Huading Co.'s Hangzhou Yuejun plans to reduce holdings by up to 3% [19] Contract Awards - Zhongbei Communication signed a comprehensive service framework agreement worth 1 billion yuan [20] - State Grid Information Technology's subsidiaries collectively won a 1.318 billion yuan procurement project from the State Grid [21] - Digital Government's wholly-owned subsidiary jointly won a 109 million yuan smart water project [22] Other Developments - Shangtai Technology plans to invest 4.07 billion yuan to build a project with an annual production capacity of 200,000 tons of lithium-ion battery anode materials [24] - Chaoying Electronics plans to invest approximately 1.468 billion yuan in Thailand to expand AI computing high-end printed circuit board production [24] - Bojun Technology's wholly-owned subsidiary plans to invest 1 billion yuan to establish an automotive parts production base [24]

Group 1 - Digital Zhengtong's subsidiary Baoding Jindi won a bid for a smart water project in Jinan, with a total contract value of 109 million yuan, of which Baoding Jindi's share is approximately 77 million yuan [1] - Lingzhi Software plans to acquire 100% equity of Kaimiride through a combination of cash and stock issuance, with the final transaction price yet to be determined [1] - Tianjin Port's subsidiary plans to transfer 60% equity of China Railway Storage and Transportation, with an estimated value of 37.54 million yuan for the entire equity [2] Group 2 - New Wufeng reported a 56.97% year-on-year increase in pig sales in October, selling 610,000 pigs [3] - New Peng Co. announced a joint investment of approximately 15 million USD with Jabil to build a battery storage box project in Thailand [4] - Maiwei Bio received approval for a clinical trial of its 9MW3811 injection for pathological scars [6] Group 3 - Jiangsu Sopo completed maintenance and resumed production of its methanol and acetic acid facilities [8] - Luoniushan reported a 24.65% year-on-year increase in pig sales revenue in October, totaling 116 million yuan [9][10] - Zhongbei Communication signed a 1 billion yuan comprehensive computing service framework agreement with Xiamen Hongxin Electronics [11] Group 4 - Huayang New Materials announced the resignation of its general manager, Wu Yuehua [12] - Zhongxin Co. used 50 million yuan of idle funds to purchase structured deposits with expected annual returns between 0.55% and 2.05% [14] - Huajian Group's subsidiary signed a construction engineering design contract worth 96.54 million yuan [16] Group 5 - Jianyou Co. received FDA approval for a new production site for its injectable drug [17] - Beilu Pharmaceutical obtained a drug registration certificate for its iodine mepivacaine injection, which is included in the national medical insurance catalog [19] - *ST Yuancheng's stock will be suspended due to falling below the market cap threshold for delisting [20] Group 6 - Xiantan Co. reported a 9.3% year-on-year increase in chicken product sales revenue in October, totaling 503 million yuan [21] - Huanxu Electronics reported an 8.93% year-on-year decrease in consolidated revenue for October, amounting to 5.598 billion yuan [23] - Yisheng Co. reported a 22.97% year-on-year decrease in white feather chicken seed sales revenue in October [25] Group 7 - Yuandong Bio initiated a Phase I/II clinical trial for its ADC drug YLSH003 targeting advanced solid tumors [25] - Xiaoming Co. reported a 34.89% year-on-year decrease in chicken product sales revenue in October [26] - Nanjiao Food reported a 5.27% year-on-year decrease in consolidated revenue for October, totaling 235 million yuan [28] Group 8 - Chuangye Huikang announced a potential change in control, leading to a temporary stock suspension [30] - Tangrenshen reported a 17.91% year-on-year decrease in pig sales revenue in October, totaling 828 million yuan [32][33] - Wancheng Group plans to distribute a cash dividend of 1.5 yuan per 10 shares to shareholders [34] Group 9 - Kangguan Technology plans to distribute a cash dividend of 3.6 yuan per 10 shares to shareholders [36] - Shoudu Online's executive plans to reduce holdings of up to 19,400 shares [38] - Maolai Optical received approval for the issuance of convertible bonds [40] Group 10 - Jinkai New Energy plans to distribute a cash dividend of 0.1 yuan per share to shareholders [41] - Tianchen Medical raised the upper limit for share repurchase to 70 yuan per share [42] - Tianmu Lake used 38 million yuan of idle funds to purchase structured deposits [43]

Core Viewpoint - Digital政通's wholly-owned subsidiary, Baoding Jindi Underground Pipeline Detection Engineering Co., Ltd., has successfully won a bid for the "Shanghe Economic Development Zone Smart Water Project Engineering General Contracting (EPC)" in Jinan, Shandong Province, with a contract amount of RMB 108,900,604.00 [1] Group 1 - The joint venture includes Baoding Jindi, Hailu (Yantai) Environmental Dredging Co., Ltd., and Shandong Provincial Urban Construction Design Institute [1] - The project is part of the broader initiative to enhance smart water management in the region [1]

Core Viewpoint - Digital政通's subsidiary, Baoding Jindi Underground Pipeline Detection Engineering Co., Ltd., has successfully won a bid for the Smart Water Project in Shandong Province, with a contract value of approximately RMB 108.9 million [1] Group 1 - Baoding Jindi is part of a consortium with Hai Lu (Yantai) Environmental Dredging Co., Ltd. and Shandong Urban Construction Design Institute [1] - The project is located in the Shanghe Economic Development Zone in Jinan City, Shandong Province [1] - The total contract amount for the project is RMB 108,900,604.00 [1]

Core Viewpoint - Digital政通's wholly-owned subsidiary, Baoding Jindi, has won a bid for the "Smart Water Management Project" in Jinan, Shandong Province, with a total contract value of 109 million yuan [1] Group 1 - Baoding Jindi is part of a consortium with Hailu Environmental Protection and Shandong Urban Construction Institute for the project [1] - Baoding Jindi will undertake 70.8% of the total contract workload, corresponding to approximately 77 million yuan [1]