Core Viewpoint - The collaboration between Newcap and Alibaba encompasses multiple dimensions including capital, technology, and resource ecosystems [2] Group 1: Investment and Shareholding - In January 2019, Ant Group acquired shares from Newcap's shareholders for RMB 200 million through its wholly-owned subsidiary, Shanghai Yunxin Venture Capital [2] - Ant Group also invested RMB 250 million to increase its stake in Newcap's subsidiary, Perfect Number Technology, making it the second-largest shareholder of Newcap with a 3.90% stake and holding 30% in Perfect Number [2] Group 2: Business Collaboration - Newcap and Perfect Number are engaged in mobile payment business collaborations with Ant Group in various scenarios such as campuses and enterprises [2] - Ant Group provides technical support for Perfect Number's mobile payment and user operation businesses, leading to enhanced technical capabilities and cost optimization [2]

Financial Performance - The company's total revenue for the first half of 2025 was 314 million yuan, a year-on-year decrease of 7.16% [1] - The net profit attributable to shareholders was -31.17 million yuan, a year-on-year decline of 61.31% [1] - In Q2 2025, the revenue was 176 million yuan, showing a slight increase of 1.32% year-on-year, while the net profit was 3.20 million yuan, down 5.31% year-on-year [1] - The gross margin was 54.1%, a decrease of 3.85% year-on-year, and the net margin was -11.77%, down 50.68% year-on-year [1] - Total operating expenses (selling, administrative, and financial) amounted to 158 million yuan, accounting for 50.1% of revenue, a decrease of 0.96% year-on-year [1] - Earnings per share were -0.07 yuan, a decline of 61.08% year-on-year [1] Accounts Receivable - The company's accounts receivable were significantly high, with accounts receivable to net profit ratio reaching 592.13% [1][2] Return on Investment - The company's return on invested capital (ROIC) for the previous year was 4.29%, indicating historically weak capital returns [2] - The median ROIC over the past decade was 8.21%, with the lowest ROIC recorded in 2023 at 3.64% [2] Business Segments - The company categorizes its revenue into four segments: Smart Campus Application Solutions (523.42 million yuan), Smart Campus Cloud Platform Solutions (121.71 million yuan), Smart Government and Enterprise Application Solutions (148.41 million yuan), and Operation and Maintenance Services (190.67 million yuan) [4] Fund Holdings - The largest fund holding the company’s shares is Bosera Global China Education (QDII-ETF), with a scale of 512 million yuan and a recent net value of 0.5656, showing a 36.98% increase over the past year [3]

证券日报网讯新开普（300248）8月29日在互动平台回答投资者提问时表示，截至2025年8月20日，公司 合并普通账户和融资融券信用账户后的股东总数为46，503户。 ...

智通财经APP讯，新开普(300248.SZ)发布2025年半年度报告，该公司营业收入为3.14亿元，同比减少 7.16%。归属于上市公司股东的净亏损为3117.23万元，同比扩大61.31%。归属于上市公司股东的扣除非 经常性损益的净亏损为3311.68万元，同比扩大53.88%。基本每股亏损为0.0654元。 ...

Core Viewpoint - The company reported a significant improvement in its business performance in the second quarter of 2025, indicating a positive trend towards recovery and growth in the education technology sector. Financial Performance - In the first half of 2025, the company achieved operating revenue of 314 million yuan, with a net profit attributable to shareholders of -31.17 million yuan [1] - The second quarter saw a substantial increase in revenue to 176 million yuan, representing a year-on-year growth of 1.32% and a quarter-on-quarter increase of 27.87% [1] - The net profit for the second quarter was 3.20 million yuan, showing a remarkable quarter-on-quarter growth of 109.31% [1] AI Strategy Implementation - The company adopted a dual-track AI strategy, "AI+" and "+AI," to reshape its business model and create a complete closed-loop from foundational models to upper-layer applications [2] - The company developed a specialized campus-oriented large model (32B) and enhanced its capabilities in natural language processing, significantly improving its services in educational settings [2] - The "AI+" strategy includes the creation of various intelligent agents to assist teachers and students, while the "+AI" strategy integrates AI with existing services to enhance operational efficiency [2] User Engagement and Product Offering - The "Perfect Campus" app has a substantial user base with 2.6 million daily active users and 7.5 million monthly active users, serving as a key platform for delivering AI services to end-users [3] Market Position and Growth - The company has solidified its leading position in the smart campus sector, with over 40% market share in higher education and partnerships with numerous prestigious institutions [4] - In the smart government and enterprise sector, the company serves over 10,000 leading industry clients, including major corporations like Huawei and Tencent, and has expanded its customer base in 2025 [4] Policy Support and Future Outlook - Recent policies promoting digital transformation in education provide a supportive environment for the company's growth and innovation in smart campus services [5] - The company aims to deepen its AI technology development and application, focusing on converting new orders into revenue and maintaining steady annual growth [5]

格隆汇8月28日丨新开普(300248.SZ)公布2025年半年度报告，上半年公司实现营业收入3.14亿元，同比 下降7.16%；归属于上市公司股东的净利润-3117.23万元；归属于上市公司股东的扣除非经常性损益的 净利润-3311.68万元；基本每股收益-0.0654元。 ...

Group 1 - The company XinKaipu (SZ 300248) held its 19th meeting of the 6th Board of Directors on August 27, 2025, in Zhengzhou, where it reviewed the proposal to amend the "Board Secretary Work Guidelines" [1] - For the fiscal year 2024, XinKaipu's revenue composition is as follows: 99.43% from software and information technology services, and 0.57% from other businesses [1] - As of the report date, XinKaipu has a market capitalization of 7.1 billion yuan [1]

2025年半年度募集资金存放与实际使用情况的专项报告 证券代码：300248 证券简称：新开普 公告编号：2025-039 新开普电子股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 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、误导性陈述或重大遗漏。 根据中国证券监督管理委员会发布的《上市公司募集资金监管规则》和深圳 证券交易所颁布的《上市公司自律监管指引第 2 号——创业板上市公司规范运作》 《深圳证券交易所创业板上市公司自律监管指南第 2 号——公告格式》等有关规 定，新开普电子股份有限公司（以下简称"公司"）董事会编制了截止 2025 年 6 月 30 日募集资金存放与实际使用情况的专项报告。 第 1页 共 9页 2025年半年度募集资金存放与实际使用情况的专项报告 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 经中国证券监督管理委员会《关于核准新开普电子股份有限公司非公开发行 股票的批复》证监许可【2016】1324 号文核准，公司以非公开发行的方式发行 13,000,000 股人民币普通股（A 股），发行价格为 25.00 元/股，募集 ...

新开普电子股份有限公司 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：新开普电子股份有限公司 单位：万元 公司负责人（法定代表人）：杨维国 主管会计工作负责人：李玉玲 会计机构负责人：张翀 | | 资金占用方名称 | 占用方与上 | 上市公司核 | 2025 年期 | 2025 年半年度占 | 2025 年半年度 | 2025 年半 | 2025 年半 年度期末 | 占用形成 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | | 市公司的关 | 算的会计科 | 初占用资金 | 用累计发生金额 | 占用资金的利 | 年度偿还累 | 占用资金 | 原因 | | | | | 联关系 | 目 | 余额 | （不含利息） | 息（如有） | 计发生金额 | | | | | | | | | | | | | 余额 | | | | 控股股东、实际控制人及 | | | | | | | | | | | | 其附属企业 | | | | | | | | | | | | 小计 | ...

公司章程修订对照说明 新开普电子股份有限公司 公司章程修订对照说明 经新开普电子股份有限公司（以下简称"公司"）第六届董事会第十九次会 议决议，对《新开普电子股份有限公司章程》（以下简称"《公司章程》"）做出修 订，修订后的《公司章程》需经公司股东大会审议通过后方可生效，章程修订内 容对照如下： | 可以起诉股东，股东可以起诉公司董事、监事、总经理和 | 起诉股东，股东可以起诉公司董事、高级管理人员，股 | | --- | --- | | 其他高级管理人员，股东可以起诉公司，公司可以起诉股 | 东可以起诉公司，公司可以起诉股东、董事和高级管理 | | 东、董事、监事、总经理和其他高级管理人员。 | 人员。 | | 第十一条 本章程所称其他高级管理人员是指公司的 | 第十二条 本章程所称高级管理人员是指公司的总 | | 副总经理、董事会秘书、财务总监。 | 经理、副总经理、财务总监、董事会秘书。 | | 第十六条 公司股份的发行，实行公开、公平、公正 | 第十七条 公司股份的发行，实行公开、公平、公正 | | 的原则，同种类的每一股份应当具有同等权利。 | 的原则，同类别的每一股份应当具有同等权利。同次发 | ...