截至11月4日收盘，网约车概念上涨0.77%，位居概念板块涨幅第4，板块内，15股上涨，海马汽车涨 停，长白山、时空科技、龙洲股份等涨幅居前，分别上涨7.38%、4.13%、3.44%。跌幅居前的有银禧科 技、博实结、立方控股等，分别下跌2.87%、2.70%、2.49%。 资金流入比率方面，苏交科、博实结、云南旅游等流入比率居前，主力资金净流入率分别为9.71%、 7.10%、5.73%。（数据宝） 网约车概念资金流入榜 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 海峡两岸 | 2.09 | PEEK材料 | -2.89 | | 福建自贸区 | 1.75 | 金属铅 | -2.80 | | 冰雪产业 | 1.35 | 减肥药 | -2.54 | | 网约车 | 0.77 | 金属锌 | -2.52 | | 赛马概念 | 0.74 | AI PC | -2.49 | | 家庭医生 | 0.66 | 金属钴 | -2.36 | | 露营经济 | 0.60 | 金属镍 | -2.34 | | 生物质能发电 | 0.56 | 草甘膦 | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301136 | 招标股份 | 15.34 | 20.03% | 48.35万 | 6.95亿 | | 603909 | 建发合诚 | 13.00 | 4.75% | 21.19万 | 2.71亿 | | 600629 | 华建集团 | 24.01 | 2.52% | 79.64万 | 19.00亿 | | 300284 | 苏交科 | 8.65 | 2.25% | 1 28.06万 | 2.41亿 | | 301390 | 经纬股份 | 36.90 | 1.40% | 8349.93 | 3059.55万 | | 920208 | 青短技术 | 28.03 | 1.19% | 2.67万 | 7473.92万 | | 301058 | 中粮科工 | 11.48 | 1.15% | 11.83万 | 1.35亿 | | 300635 | 中达安 | 14.69 | 1.10% | 4.56万 | 6691.41万 | | 300844 | 山水比德 ...

截至9月30日，苏交科股东户数5.57万，较上期减少8.43%；人均流通股21499股，较上期增加9.21%。 2025年1月-9月，苏交科实现营业收入27.69亿元，同比减少5.00%；归母净利润7903.78万元，同比减少 48.39%。 分红方面，苏交科A股上市后累计派现14.21亿元。近三年，累计派现4.67亿元。 11月4日，苏交科盘中上涨2.36%，截至13:12，报8.66元/股，成交6535.29万元，换手率0.65%，总市值 109.36亿元。 资金流向方面，主力资金净流出755.15万元，特大单买入0.00元，占比0.00%，卖出352.50万元，占比 5.39%；大单买入685.89万元，占比10.50%，卖出1088.54万元，占比16.66%。 苏交科今年以来股价跌13.92%，近5个交易日涨2.36%，近20日涨1.17%，近60日跌8.07%。 资料显示，苏交科集团股份有限公司位于江苏省南京市建邺区富春江东街8号，成立日期2002年8月29 日，上市日期2012年1月10日，公司主营业务涉及交通工程咨询与工程承包业务。主营业务收入构成 为：工程咨询99.70%，其他(补充)0.3 ...

[Table_Main] 公司研究|工业|商业和专业服务 证券研究报告 [Table_Summary] 报告要点： 业绩整体承压，盈利有待改善 2025Q1-Q3 公司实现营收 27.69 亿元，同比-5.00%；实现归母净利润 0.79 亿元，同比-48.39%；扣非归母净利润 0.39 亿元，同比-68.50%。单季度看， 2025Q3 公司实现营业收入 9.93 亿元，同比+16.06%；归母净利润-0.16 亿 元，同比-252.82%；扣非归母净利润-0.28 亿元，同比-127.19%，单季度业 绩承压明显，主要受主营业务盈利能力减弱及汇兑损失影响。 毛利率有所下滑，费用率整体稳定 2025Q1-Q3 公司毛利率为 30.58%，同比-1.06pct；其中 2025Q3 毛利率为 28.28%，同比-7.47pct，盈利能力有所下滑。2025Q1-Q3 公司期间费用率 为 21.36%，同比上升 0.99pct。其中销售/研发费用率分别为 2.39%/5.14%， 同比下降 0.06/0.36pct；管理/财务费用率分别为 12.10%/1.73%，同比上升 0.24/1.17pct，财务费用率显 ...

Core Insights - A cooperation agreement has been signed among China Mobile (Shanghai) Information Communication Technology Co., Ltd. (referred to as "China Mobile Research Institute"), Beijing Changzhiyun Information Technology Co., Ltd. (referred to as "Changzhiyun"), and Sujiao Technology Group Co., Ltd. (referred to as "Sujiao Technology") [1] Group 1 - The collaboration aims to leverage China Mobile's expertise in 5G communication technology, Changzhiyun's specialization in artificial intelligence, and Sujiao Technology's extensive experience in the transportation infrastructure sector [1] - The strategic synergy will focus on building an ecosystem that integrates "AI + Communication + Infrastructure" [1]

2025年10月24日，由中国交通运输协会主办，苏交科集团股份有限公司、长安大学、北京交通大学、河 南交通职业技术学院、中国交通运输协会培训中心、河南路建科技有限公司联合承办，中交第二航务工 程勘察设计院有限公司、中交隧道工程局有限公司、上海同豪土木工程咨询有限公司提供支持的2025年 度交通运输行业高质量发展大会暨"石金杯"施工工法、勘察设计和BIM技术大赛优秀成果交流会在江苏 省南京市圆满举行。 当天上午的大会由中国交通运输协会培训中心主任高薇薇主持，江苏省交通运输厅二级巡视员周体光、 中国交通运输协会副会长兼秘书长李刚、苏交科集团股份有限公司党委书记何淼依次致辞后，大会进入 主旨演讲环节。交通运输部科技司原司长庞松结合"人工智能+交通运输"等主题相关政策文件，系统解 读人工智能在交通领域的应用现状与发展方向。全国勘察设计大师李霆聚焦"建筑工业化与智能建造"主 题，剖析行业现存的"设计与施工脱节""数据孤岛"等问题，提出工程行业需打造"设计-建造-运维"全生 命周期业务曲线。交通运输部公路局原副局长王太以"公路高质量发展与数字化转型升级"为题，提 出"五个高"发展目标和三个重点任务，并介绍了公路行业数字化 ...

Investment Rating - The report maintains an "Accumulate" rating for the company with a target price of RMB 9.67 [5][4]. Core Views - The company reported a revenue of RMB 2.769 billion for Q1-Q3 2025, a year-over-year decrease of 5.00%, and a net profit attributable to shareholders of RMB 79.04 million, down 48.39% year-over-year [1]. - The company is transitioning from a traditional design firm to a "think tank technology enterprise," focusing on digitalization and emerging growth areas [1]. - The report highlights a significant decline in gross margin due to intensified industry competition, while operational cash flow has shown improvement [3][2]. Financial Performance Summary - For Q3 2025, the company achieved a revenue of RMB 993 million, representing a year-over-year increase of 16.06% and a quarter-over-quarter increase of 2.73%. However, it reported a net loss of RMB 16.36 million, a decline of 252.82% year-over-year [1][2]. - The gross margin for the first nine months of 2025 was 30.58%, down 1.06 percentage points year-over-year, with Q3 gross margin at 28.28%, down 7.47 percentage points year-over-year [2]. - The operating cash flow for the first nine months of 2025 improved, with a net cash inflow of RMB 197 million in Q3, an increase of RMB 221 million year-over-year [3]. Profit Forecast and Valuation - The report has revised down the net profit forecasts for 2025-2027 by 16.03%, 15.66%, and 11.54%, respectively, to RMB 177 million, RMB 191 million, and RMB 212 million [4]. - The company is assigned a PE ratio of 69x for 2025, leading to a target price adjustment to RMB 9.67 from RMB 10.51 [4].

Core Insights - Sujiao Technology reported a decline in revenue and profit for the first three quarters of 2025, with total revenue at 2.769 billion yuan, down 5.00% year-on-year, and net profit attributable to shareholders at 79.0378 million yuan, down 48.39% year-on-year [1][2] Financial Performance - Basic earnings per share for the reporting period were 0.06 yuan, with a weighted average return on equity of 1.00% [2] - The company's gross margin for the first three quarters was 30.58%, a decrease of 1.06 percentage points year-on-year, while the net margin was 3.11%, down 2.21 percentage points year-on-year [2] - In Q3 2025, the gross margin dropped to 28.28%, a year-on-year decrease of 7.47 percentage points and a quarter-on-quarter decrease of 5.94 percentage points, with a net margin of -0.63% [2] Expense Analysis - Total operating expenses for Q3 2025 were 591 million yuan, a decrease of 2.4749 million yuan year-on-year, with an expense ratio of 21.36%, up 0.98 percentage points year-on-year [2] - Sales expenses decreased by 7.28%, management expenses decreased by 3.14%, and R&D expenses decreased by 11.24%, while financial expenses increased by 194.32% [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 55,700, a decrease of 5,127 shareholders or 8.43% from the end of the previous half [2] - The average market value per shareholder increased from 188,900 yuan at the end of the previous half to 193,600 yuan, an increase of 2.49% [2] Company Overview - Sujiao Technology Group Co., Ltd. is located in Nanjing, Jiangsu Province, and was established on August 29, 2002, with its listing date on January 10, 2012 [3] - The company's main business involves traffic engineering consulting and contracting, with 99.70% of revenue coming from engineering consulting [3] - The company belongs to the construction decoration industry and is involved in various concept sectors including sponge cities, spatial computing, DeepSeek concept, low-altitude economy, and smart cities [3]

苏交科公告，第三季度营收为9.93亿元，同比增长16.06%；净利润亏损1635.69万元，下降252.82%。前 三季度营收为27.69亿元，同比下降5.00%；净利润为7903.78万元，同比下降48.39%。 ...

证券代码：300284 证券简称：苏交科 公告编号：2025-057 苏交科集团股份有限公司 第六届监事会第五次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 苏交科集团股份有限公司（以下简称"公司"）第六届监事会第五次会议通知 于 2025 年 10 月 14 日以通讯方式向全体监事发出，会议于 2025 年 10 月 24 日在公 司会议室以现场会议方式召开。本次会议应出席监事 3 人，实际出席监事 3 人。会 议由公司监事会主席刘辉先生主持。本次会议的召开符合《中华人民共和国公司法》 等有关法律、法规和《公司章程》的有关规定。 二、监事会会议审议情况 经与会监事认真审议，本次会议审议通过了以下议案： （一）审议通过了《2025 年第三季度报告》 经审核，监事会认为：董事会编制和审核公司《2025 年第三季度报告》的程序 符合法律、法规和中国证监会的有关规定，报告内容真实、准确、完整地反映了公 司 2025 年第三季度经营的实际情况，不存在任何虚假记载、误导性陈述或者重大 遗漏。具体内容详见巨潮资讯网同日披露的《202 ...