营水平和盈利能力，以良好稳定的业绩回报公司股东。感谢 您的关注，敬请投资者注意投资风险。 2、近期市场对公司估值偏低，请问管理层认为目前公 司最容易被市场误解的点是什么？ 您好，公司重视保护广大投资者的利益，与投资者保持 良好沟通，努力做好企业经营。公司股价波动受宏观环境、 大盘走势、市场情绪等多种因素影响，公司秉持高质量发展 理念，努力以优异的业绩回报股东和社会，我们相信公司的 长期价值会得到投资者的认可。未来公司将继续努力做好经 营和管理，并将持续深耕主营业务，全面推进业务出海战略， 加快全球化布局，为客户提供有竞争力的支付产品和服务解 决方案，力争以良好的经营业绩回报广大投资者，感谢您的 关注，敬请投资者注意投资风险。 证券代码： 300130 证券简称：新国都 深圳市新国都股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系 | □特定对象调研 □分析师会议 | | --- | --- | | 活动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他 参加"2025 年度深圳辖区上市公司投资者网上集体 | | | 接 ...

截至2025年11月18日收盘，新国都(300130)报收于25.87元，下跌0.31%，换手率1.79%，成交量7.77万 手，成交额2.0亿元。 董秘最新回复 投资者： 董秘你好，深圳新发政策鼓励并购重组轻资产科技公司，请问在机会合适时贵公司是否可以 考虑引入国资？ 董秘： 您好，感谢您的建议。截至目前，公司目前暂无该计划。后续如有相关计划，公司将严格按照 相关规定及时履行信息披露义务。感谢您的关注，敬请投资者注意投资风险。 投资者： 董秘，您好！ 请问下截至2025年 11月1日止 公司股东户数是多少？另外公司是否有回购等市 值管理计划？期待您的回复，谢谢！ 董秘： 您好，根据相关规定，投资者互动平台不可取代上市公司在证监会指定媒体发布正式公告的义 务。若您需要查阅股东总数等信息，请您提供有效身份证件及持股证明至公司进行登记后方可提供查 询，谢谢。公司自上市以来，累计开展16次分红，近两年积极响应政策号召实施一年多次分红，切实践 行了对投资者的回报。公司将继续努力做好经营和管理，促进公司高质量发展，力争以良好的经营业绩 来得到市场的认可，从而提升公司的投资价值。公司也将继续加强与投资者的沟通，增强投资者 ...

证券日报网讯新国都（300130）11月18日在互动平台回答投资者提问时表示，公司自上市以来，累计开 展16次分红，近两年积极响应政策号召实施一年多次分红，切实践行了对投资者的回报。公司将继续努 力做好经营和管理，促进公司高质量发展，力争以良好的经营业绩来得到市场的认可，从而提升公司的 投资价值。公司也将继续加强与投资者的沟通，增强投资者对公司的了解，以获得广大投资者的认可。 ...

Investment Rating - The report suggests a positive investment outlook for the financial industry, highlighting its strong alignment with AI application and digital transformation needs [3][7]. Core Insights - The financial industry is identified as an ideal "testing ground" for AI applications due to its data-intensive nature and the increasing demand for digital transformation [1][7]. - The release of DeepSeek R1 in 2025 is anticipated to be a pivotal moment for local AI deployment in financial institutions, enhancing model reasoning capabilities and reducing costs [3][7]. - AI applications are rapidly penetrating core business areas and back-office functions within various financial institutions, with the potential to reshape business processes and organizational structures [3][7]. Summary by Sections Investment Recommendations - The report emphasizes the financial sector's need for digital transformation, which aligns well with the characteristics of large models in AI. It predicts a shift from "digital intelligence" to "artificial intelligence" in financial institutions [7]. - Key areas to focus on include: 1. Financial information services with relevant companies like Tonghuashun, Jiufang Zhitu Holdings, and Guiding Compass [8]. 2. Third-party payment services, particularly New大陆 and New国都, with related companies like Lakala [9]. 3. Bank IT, focusing on companies such as Yuxin Technology, Jingbeifang, and Guodian Yuntong [9]. 4. Securities IT, with a focus on companies like Hengsheng Electronics and Jinzhen Shares [10]. 5. Insurance IT, highlighting companies like Newzhisoft and Zhongke Soft [11]. Industry Drivers and Policy Support - The report discusses the strong internal and external drivers for AI application in finance, including the continuous expansion of IT spending by financial institutions and supportive government policies [14][25]. - The maturity of large model technology and its alignment with the financial industry's needs are emphasized, indicating a shift towards industry adaptation [14][18]. Technical Aspects - The report outlines two main technical paths for AI integration in finance: general models trained with financial data and specialized financial models [36]. - DeepSeek R1 is highlighted as a significant advancement in AI deployment for financial institutions, offering enhanced reasoning capabilities and cost efficiency [45][52]. - The report notes that the performance of DeepSeek R1 has improved significantly, with accuracy rates in complex reasoning tasks rising from 70% to 87.5% after updates [48]. Market Trends - The financial sector's technology investment is projected to grow significantly, with a total expected investment of 650 billion yuan by 2028, reflecting a compound annual growth rate of approximately 13.3% [25][31]. - The report indicates a notable increase in AI-related procurement projects within the financial sector, with 133 large model projects initiated in 2024 alone [27][35].

证券代码：300130 证券简称：新国都 公告编号：2025-060 深圳市新国都股份有限公司 关于参加 2025 年度深圳辖区上市公司投资者 董事会 2025 年 11 月 17 日 特此公告。 深圳市新国都股份有限公司 网上集体接待日活动的公告 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、误导性陈述或者重大遗漏。 为进一步加强与投资者的互动交流，深圳市新国都股份有限公司（以下简称 "公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市公司 协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司投资 者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 11 月 20 日(周四)14:30-17:00，其中 公司与投资者互动的时间为 15:40-17:00。届时公司高管将在线就公司业绩、公 司治理、发展战略、经营状况和可持续发展等投资者关心的问题，与投资者进 ...

Core Insights - The company Shenzhen New Guodu (300130.SZ) has launched a new promotional video showcasing its strategic focus on "intelligent manufacturing, merchant services, and global payment solutions" [1] Group 1: Intelligent Manufacturing - New Guodu has over 20 years of technological accumulation in the intelligent manufacturing sector, establishing a one-stop service system for payment terminal products [1] - The company operates in over 100 countries and regions globally, with more than 10 subsidiaries and offices overseas [1] - New Guodu holds multiple international licenses and qualifications, including Luxembourg PI, Hong Kong MSO, and US MSB, demonstrating its strong global operational capabilities [1] Group 2: Merchant Services - The subsidiary JiaLian Payment adheres to the philosophy of "payment for the people," having covered 20 million merchants [1] - The government coupon platform has issued over 15.12 million coupons, driving consumption of 69 billion yuan [1] Group 3: Global Payment Solutions - Through brands like NEXGO and PayKKa, the company provides payment services to over 60 countries and regions [1] - New Guodu supports settlement in more than 20 mainstream currencies [1]

Core Points - The company announced an adjustment to the exercise price of stock options granted under its 2025 stock option incentive plan, reducing it from 24.80 yuan to 24.50 yuan per share [2] - The adjustment was approved during the 20th meeting of the 6th Board of Directors held on October 27, 2025 [2] - The company's semi-annual equity distribution for 2025 was completed on September 4, 2025 [2] - The adjustment of the stock option exercise price has been confirmed by the Shenzhen branch of China Securities Depository and Clearing Corporation Limited on November 12, 2025 [2]

股票期权行权价格调整完成的公告 证券代码:300130 证券简称:新国都 公告编号: 2025-059 深圳市新国都股份有限公司 关于 2025 年股票期权激励计划已授予的 | 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、误导性陈述或者重大遗漏。 | 深圳市新国都股份有限公司（以下简称公司）于2025年10月27日召开第六届 董事会第二十次会议，审议通过了《关于对2025年股票期权激励计划已授予的股 票期权行权价格进行调整的议案》，公司2025年半年度权益分派已于2025年9月4 日实施完毕，公司《深圳市新国都股份有限公司2025年股票期权激励计划（草案）》 已授予的股票期权行权价格由24.80元/份调整为24.50元/份。相关内容详见公司 于2025年10月28日在巨潮资讯网披露的《关于对公司2025年股票期权激励计划已 授予的股票期权行权价格进行调整的公告》（公告编号：2025-058）。 2025 年 11 月 12 日，经中国证券登记结算有限责任公司深圳分公司审核确 认，上述股票期权行权价格已调整完成。 特此公告。 深圳市新国都股份有限公司 董事会 ...

Core Insights - On November 11, New Guodu's stock fell by 1.46%, with a trading volume of 190 million yuan [1] - The company reported a financing buy-in of 25.26 million yuan and a financing repayment of 26.79 million yuan, resulting in a net financing buy of -1.53 million yuan [1] - As of November 11, the total financing and securities lending balance for New Guodu was 1.125 billion yuan, with a financing balance of 1.123 billion yuan, accounting for 7.50% of the circulating market value [1] Company Overview - Shenzhen New Guodu Co., Ltd. was established on July 31, 2001, and listed on October 19, 2010 [2] - The company specializes in electronic payment services, providing payment acquisition services and selling and leasing electronic payment terminals, primarily financial POS machines [2] - New Guodu's revenue composition includes 61.85% from acquisition and value-added services, 35.24% from electronic payment products, and smaller percentages from audit and technical services [2] Financial Performance - For the period from January to September 2025, New Guodu achieved operating revenue of 2.343 billion yuan, a year-on-year decrease of 4.15% [2] - The net profit attributable to shareholders increased by 37.10% to 408 million yuan during the same period [2] Shareholder Information - Since its A-share listing, New Guodu has distributed a total of 1.341 billion yuan in dividends, with 890 million yuan distributed in the last three years [3] - As of September 30, 2025, the number of shareholders decreased by 37.23% to 52,300, while the average circulating shares per person increased by 59.32% to 8,296 shares [2][3] - Notable institutional shareholders include Huabao Zhongzheng Financial Technology Theme ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [3]

Summary of the Conference Call Company Overview - **Company Name**: 新国都 (Newland) - **Industry**: Payment Technology - **Founded**: 2001 - **Public Listing**: 2010 on Shenzhen Stock Exchange's Growth Enterprise Market - **Core Business Areas**: - Card acquiring - Payment hardware - Cross-border payments - Artificial intelligence applications [2][3] Key Financial Highlights - **Q3 2023 Total Revenue**: 2.343 billion RMB, a year-on-year decrease of 4.15% primarily due to a decline in average transaction fees in card acquiring [3] - **Net Profit**: 408 million RMB, a year-on-year increase of 37.1% with a net profit margin of 17.439%, up by 5.2 percentage points [3] - **Transaction Volume in Card Acquiring**: Approximately 1.08 trillion RMB for the first three quarters, stable compared to the previous year [3] - **Revenue from Payment Hardware**: Grew by 11.9% year-on-year, driven by overseas market expansion [4] Business Segment Performance - **Card Acquiring**: - Q3 transaction volume was around 360 billion RMB, a slight year-on-year decline of 2.5% but an increase of 1.6% compared to Q2 [7] - Fee rates have seen a gradual recovery since June 2023 [8][9] - **Cross-Border Payments**: - Significant growth with transaction volumes increasing over 200% quarter-on-quarter [4] - Services include B2C e-commerce collection, B2B foreign trade collection, independent site collection, and local collection in foreign markets [18] - Expected revenue contribution from cross-border payments for 2023 is between 2 to 3 billion RMB [25] Market Trends and Future Outlook - **Market Dynamics**: - The payment industry is experiencing consolidation with fewer licenses available, leading to increased concentration among leading players [13] - Future growth is contingent on macroeconomic improvements and consumer spending recovery [14] - **Cross-Border Payment Strategy**: - The company has obtained licenses in the EU, the US, and Hong Kong, enhancing its ability to serve international clients [21][24] - The total import and export volume in China exceeds 40 trillion RMB, indicating a large market potential for cross-border services [19] AI and Technological Integration - **AI Applications**: - The company has developed AI digital employee products that have been commercialized in various sectors [3] - Revenue from AI-related ventures is expected to grow, with a target of achieving around 10 million RMB in revenue for the year [31] - **Integration with Payment Solutions**: - AI is being utilized for customer service, transaction verification, and marketing tools [40] Strategic Initiatives - **H-Share Listing**: - The company is preparing for an H-share listing to support its international expansion strategy and enhance brand recognition [62][63] - **Focus on Overseas Markets**: - The company is actively expanding its presence in overseas markets, particularly in Europe and Japan, where it has seen significant growth [53][54] Additional Insights - **Stablecoin and Cryptocurrency**: - The company maintains a cautious stance on stablecoins and cryptocurrencies, aligning with regulatory perspectives [15][16] - **Future Revenue Projections**: - The company aims to achieve breakeven in its cross-border payment segment within three years, targeting transaction volumes in the hundreds of billions RMB [27][50] This summary encapsulates the key points discussed during the conference call, highlighting the company's performance, market dynamics, and strategic direction.