北京数码视讯科技股份有限公司 2025 年半年度报告全文 北京数码视讯科技股份有限公司 2025 年半年度报告 2025 年 8 月 1 北京数码视讯科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人王万春、主管会计工作负责人孙鹏程及会计机构负责人(会计 主管人员)张凤声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中涉及的未来发展计划等前瞻性陈述，不构成公司对投资者的实 质承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当理解 计划、预测与承诺之间的差异，请投资者注意投资风险。 公司在本报告"第三节管理层讨论与分析"之"十、公司面临的风险和应对 措施"部分详细描述了公司经营中可能存在的风险及应对措施，敬请投资者注 意并仔细阅读。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 重要提示、目录和释义 2 | | --- | | ...

数码视讯公告，2025年上半年营业收入2.65亿元，同比增长24.66%。净利润1670.03万元，同比增长 2,747.64%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

Group 1 - The "Measures for Identifying AI-Generated Synthetic Content" will be implemented starting September 1, 2025, requiring companies to clearly distinguish AI-generated content from real content through explicit and implicit labeling [1] - The policy is expected to drive advancements in digital watermarking technology, creating market opportunities in compliant service scenarios [1] - Companies are likely to increase R&D investments in digital watermarking technology to capture the emerging implicit labeling market driven by compliance needs [1] Group 2 - Digital watermarking technology allows for the embedding of digital information into content without affecting its visual quality, ensuring that watermark information remains intact even after editing or sharing [2] - The digital watermarking market is projected to exceed 6.5 billion RMB by 2025, with a compound annual growth rate (CAGR) of over 20% [2] - The first national standard for digital watermarking (GB/T 45909-2025) will be implemented in January 2025, providing authoritative support for AI-generated content identification applications [3] Group 3 - Several companies are actively involved in digital watermarking technology, including Hanbang High-Tech, which has developed a comprehensive application system for video, audio, and image watermarking [6] - Other notable companies include Han Yi Co., which has been researching digital watermarking since 2020, and Shanghai Steel Union, which is building a blockchain platform integrated with digital watermarking technology [6] - Key players in the AI generation field include Guotou Intelligent, Hikvision, and Dahua Technology, focusing on AI-based content verification and identification solutions [6]

Core Viewpoint - The company is actively leveraging blockchain technology and digital currency applications to enhance its business model and expand into new markets, particularly in digital rights management and internet finance [2][3]. Group 1: Company Overview - Beijing Digital Vision Technology Co., Ltd. was established on March 14, 2000, and listed on April 30, 2010. The company specializes in the research, development, production, sales, and technical services of digital television hardware and software products [7]. - The main revenue composition includes video technology products and services (42.24%), information service terminals (21.24%), and other segments [7]. Group 2: Financial Performance - For the first quarter of 2025, the company achieved operating revenue of 131 million yuan, representing a year-on-year growth of 29.71%, and a net profit attributable to shareholders of 7.76 million yuan, up 12.44% year-on-year [8]. Group 3: Business Initiatives - The subsidiary Kuai Shiting is focused on utilizing blockchain technology to empower the industry, particularly in the metaverse, by issuing digital collectibles that provide new rights and copyright verification methods [2]. - The company has initiated research on blockchain-based digital copyright management technology, which enhances the control authors have over their copyrights compared to traditional methods [2]. - The company is also developing digital currency application products and is actively pursuing market collaborations to support the proliferation of digital currency payment scenarios [3]. Group 4: Market Position and Trends - The company has a strong presence in traditional DVB network security, with its CAS/DCAS systems having the most provincial network operator cases and the highest national secret certification level [3]. - Internet finance is a key focus area for the company, with rapid growth in P2P cooperation business, currently collaborating with nearly 400 partners and achieving a monthly fund flow of 1.5 billion yuan [3].

(数码视讯AI Agent) 数码视讯AI Agent在广电行业的应用，对于重构产业价值链具有积极的推动作用。系统具备智能化、自 主化、无人化等特点，事前可以进行态势感知，事中根因定位、告警溯源，事后可以责任分析、总结， 建立故障知识图谱，日常可以进行知识问答、模拟演练、办公助理等，最终实现运维效率的提升。从而 推动广电智慧运维从"人工主导"转向"人机协同"，通过智能知识库与自动化工具链，不仅可以大幅降低 (数码视讯AI Agent) 当下，AI智能体技术正加速落地各行各业。从国际来看，微软、谷歌等科技巨头纷纷布局，推动AI智 能体与人机交互模式深度融合；在国内，随着算力技术的不断突破，AI智能体在垂直行业的应用已成 为发展趋势。国家广电总局将 2025 年定为 "超高清发展年"，为广电行业智能化转型注入强劲动力，数 码视讯(股票代码：300079)的AI Agent正是为满足行业内容生产效率提升、运维成本优化等需求应运而 生的行业垂直类AI智能体应用。作为深耕广电领域25年的领军企业，数码视讯推出的AI Agent将为广电 行业带来智能化革新，助力行业开启发展新征程。 数码视讯的AI Agent可以广泛应用 ...

Core Viewpoint - The company, Digital Vision, is actively expanding its business in digital currency, cross-border payment, and blockchain technology, aiming to leverage these innovations for growth in various sectors including digital art and internet finance [2][3][7]. Group 1: Business Development - The subsidiary, Kuaishiting, is utilizing blockchain technology to enhance industry applications, particularly in the metaverse, by issuing digital collectibles that provide new rights and copyright verification for digital content [2]. - The company is developing digital currency application products and is pursuing market collaborations to support the adoption of digital currency payment scenarios [2]. - As of June 26, 2025, the payment subsidiary has obtained qualifications for cross-border RMB payment operations and holds various payment licenses, creating a diverse product system for multiple industry markets [2]. Group 2: Financial Performance - For the first quarter of 2025, Digital Vision reported revenue of 131 million, representing a year-on-year growth of 29.71%, and a net profit attributable to shareholders of 7.76 million, up 12.44% year-on-year [8]. - The company has distributed a total of 370 million in dividends since its A-share listing, with 42.83 million distributed over the past three years [9]. Group 3: Market Position and Trends - The company operates in the IT services sector, focusing on digital watermarking, cross-border payments, NFC concepts, digital currency, and data rights [8]. - The average trading cost of the stock is 5.72, with recent trading activity indicating a lack of strong accumulation, suggesting a potential trading range between resistance at 5.98 and support at 5.92 [6].

金融界消息 截至2025年7月25日收盘，数码视讯（300079）报收于5.9元，上涨0.85%，换手率3.62%， 成交量46.40万手，成交金额2.73亿元。 资金流向方面，今日主力资金净流入1059.05万元，占比成交额3.88%。其中，超大单净流出257.56万 元、占成交额0.94%，大单净流入1316.61万元、占成交额4.83%，中单净流出流入258.26万元、占成交 额0.95%，小单净流出1317.31万元、占成交额4.83%。 数码视讯最新一期业绩显示，截至2025一季报，公司营业总收入1.31亿元、同比增长29.71%，归属净利 润775.86万元，同比增长12.44%，扣非净利润634.30万元，同比减少26.51%，流动比率9.104、速动比率 8.392、资产负债率7.12%。 天眼查商业履历信息显示，北京数码视讯科技股份有限公司，成立于2000年，位于北京市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本142751.8462万人民币，实缴资本 142751.8462万人民币。公司法定代表人为王万春。 通过天眼查大数据分析，北京数码视讯科技股份有限公司共对 ...

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。 特别提示： 证券代码：300079 证券简称：数码视讯 公告编号：2025-024 北京数码视讯科技股份有限公司 2024 年年度权益分派实施公告 一、股东大会审议通过权益分派方案情况 1、公司于 2025 年 5 月 9 日召开的 2024 年年度股东大会审议通过了《关于 公司 2024 年度利润分配方案的议案》，公司 2024 年年度权益分派方案为：以总 股本 1,427,518,462 股为基数，向全体股东每 10 股派发现金红利 0.10 元（含税）， 派发现金共计 14,275,184.62 元，不送红股，不以公积金转增股本。本次利润分配 方案实施时，如享有利润分配权的股份总额发生变动，则以实施分配方案股权登 记日时享有利润分配权的股本总额为基数，按照现金分红金额 14,275,184.62 元 不变的原则对每股分红金额进行调整。 2、自分配方案披露至本次分红派息实施期间公司享有利润分配权的股本总 额发生变化，公司已于 2025 年 6 月 3 日完成了对部分限制性股票回购注销事项， 本次回购注销完成后 ...

Industry Overview - The audio-visual electronics industry is a core area of the digital economy and consumer upgrade, experiencing dual drivers of technological iteration and market demand [1] - China is the largest producer and consumer of audio-visual electronics globally, with an industry scale projected to reach 2.53 trillion yuan (approximately 350 billion USD) in 2024, accounting for 42% of the global market share, with a year-on-year growth of 11.2%, surpassing the global average growth rate [1] Future Projections - The China Electronic Information Industry Development Research Institute predicts that the scale of the audio-visual electronics industry in China will exceed 4 trillion yuan by 2027, with a compound annual growth rate (CAGR) of 15.6% from 2024 to 2027 [2] Key Segments - Major contributing sectors include display panels (38% share), smart TVs (22% share), and VR/AR devices (15% share) [2] Company Highlights - Digital Video Technology provides 4K/8K ultra-high-definition video processing solutions [3] - Leyard holds the largest global market share in LED displays, with Micro LED direct display products entering mass production [4]

Core Viewpoint - The controlling shareholder and actual controller of Beijing Digital Vision Technology Co., Ltd., Mr. Zheng Haitao, has completed a share reduction plan, selling a total of 14.27 million shares, which accounts for 1% of the company's total share capital [1]. Shareholder Reduction Details - The share reduction was conducted through centralized bidding at an average price of 5.43 yuan per share [1]. - Before the reduction, Mr. Zheng held 191,478,518 shares, representing 13.4274% of the total share capital, which decreased to 177,208,518 shares, or 12.4267%, after the reduction [1]. - The shares sold were sourced from shares issued prior to the company's initial public offering, including those from the initial public offering and capital reserve transfers [1]. Compliance and Regulations - The share reduction plan was executed in accordance with relevant laws and regulations, including the "Interim Measures for the Administration of Share Reduction by Shareholders" and the "Shenzhen Stock Exchange GEM Listing Rules" [1]. - The company confirms that the share reduction situation aligns with the previously disclosed reduction plan [1].