北京诚益通控制技术集团股份有限公司 2025 年半年度报告全文 北京诚益通控制技术集团股份有限公司 2025 年半年度报告 【2025 年 8 月】 1 北京诚益通控制技术集团股份有限公司 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。 公司负责人梁凯、主管会计工作负责人卢振华及会计机构负责人(会计主 管人员)杨露露声明：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。 本报告中如有涉及发展战略、经营计划等前瞻性陈述，均不构成本公司 对投资者的实质承诺，投资者及相关人士均应对此保持足够的风险认识，并 应当理解计划、预测与承诺之间的差异。 公司需遵守《深圳证券交易所上市公司自律监管指引第 4 号-创业板行业 信息披露》中"医疗器械业务"特殊行业的披露要求。公司经营可能面对的 风险详见本报告中第三节"管理层讨论与分析"中"十、公司面临的风险和 应对措施"部分，敬请投资者关注相关内容。 公司计划不派发现金红 ...

Group 1 - The core viewpoint of the news is that Chengyitong (300430) has experienced a decline in revenue and profit in its latest quarterly report, indicating potential challenges for the company [1] - As of August 25, 2025, Chengyitong's stock closed at 23.11 yuan, with a 1.23% increase and a turnover rate of 7.57% [1] - The company reported a total operating revenue of 1.89 billion yuan for Q1 2025, a year-on-year decrease of 29.42%, and a net profit attributable to shareholders of 125.92 million yuan, down 59.09% year-on-year [1] Group 2 - Chengyitong's financial ratios include a current ratio of 1.530, a quick ratio of 1.012, and a debt-to-asset ratio of 37.63% [1] - The company has made investments in 9 enterprises and participated in 108 bidding projects, showcasing its active engagement in the market [2] - Chengyitong holds 44 trademark registrations and 157 patents, indicating a strong focus on intellectual property [2]

Group 1 - Chengyitong Control Technology Group Co., Ltd. was established in 2003 and successfully listed on the Shenzhen Stock Exchange in 2015, specializing in intelligent manufacturing system solutions for the biopharmaceutical industry and rehabilitation medical equipment manufacturing [1] - The company has experienced a decline in stock price, with a cumulative drop of -7.15% over four consecutive trading days as of August 21 [1] - In the second quarter of this year, GF Fund's GF Jufeng Mixed A Fund increased its holdings in Chengyitong, achieving a year-to-date return of 22.52%, ranking 1819 out of 4492 in its category [1] Group 2 - The manager of GF Jufeng Mixed A Fund is Su Wenjie, who has a background in industry research and has been with GF Fund since 2015 [3][4] - Su Wenjie has managed various funds, including GF Resource Selection Stock Fund and GF Carbon Neutral Theme Mixed Fund, and has been appointed to manage multiple funds in the coming years [4] - GF Fund Management Co., Ltd. was established in August 2003, with major shareholders including GF Securities Co., Ltd. holding 54.53% [4]

Core Insights - The Ministry of Industry and Information Technology has announced the first batch of typical applications of artificial intelligence (AI) in the field of biomanufacturing, with 16 companies' cases selected nationwide [1] - The selected cases cover various scenarios including intelligent control of bioreaction processes, construction and optimization of cell factories, design and construction of high-performance protein components, and design and optimization of metabolic pathways [1] - The cases are categorized into "excellent" and "typical" levels, with 5 cases rated as excellent and 11 as typical [1] Group 1: Excellent Cases - One of the excellent cases is from Beijing Chengyitong Control Technology Group Co., Ltd., which utilizes SemDB database technology for precise process control and AI big data analysis in large-scale biomanufacturing [1] - The company addresses challenges such as process black-boxing and data lag through big data analysis of process parameters, AI model predictions, and machine learning algorithms, leading to improved production stability and efficient raw material utilization [1] - The company aims to continue deepening the application of AI, big data, and industrial internet in the biomanufacturing sector, promoting digital, networked, and intelligent upgrades in the biomanufacturing process [1] Group 2: Typical Cases - A typical case from the Tianjin Institute of Industrial Biotechnology, Chinese Academy of Sciences, focuses on data-driven design and construction of aromatic compound cell factories, utilizing high-throughput microfluidic technology for efficient synthesis of aromatic chemicals [2]

Group 1 - The integration of artificial intelligence (AI) in biomanufacturing is driving a paradigm shift in the industry, showcasing new value creation models and transforming traditional practices [1][2][3] - AI technologies are addressing challenges in biomanufacturing, such as long cycles, low efficiency, and high costs, by enabling data-driven decision-making and algorithm optimization [1][2] - The typical applications of AI in biomanufacturing include areas like biobreeding, fermentation engineering, and intelligent detection, highlighting the dual nature of biological systems and engineering frameworks [1] Group 2 - AI is facilitating a shift from experience-driven to data-driven research and development, allowing researchers to focus on innovative strategy design rather than repetitive experiments [2][3] - The emergence of flexible manufacturing systems combined with AI scheduling algorithms enables rapid product line switching, enhancing production efficiency [2][3] - The integration of AI in biomanufacturing is reshaping the valuation metrics for pharmaceutical companies, moving from pipeline quantity to AI technology barriers, data assets, and intelligent production capabilities [3]

北京诚益通控制技术集团股份有限公司 关于控股股东部分股权质押的公告 公司控股股东保证向公司提供的信息内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。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。 证券代码：300430 证券简称：诚益通 公告编号：2025-034 北京诚益通控制技术集团股份有限公司（以下简称"公司"或"本公司"） 近日接到公司控股股东北京立威特投资有限责任公司（以下简称"立威特"）的 通知，获悉其持有的本公司股份办理了部分股权质押业务，具体事项如下： 一、股份质押的基本情况 截至本公告披露日，公司控股股东及其一致行动人累计质押股份数量占其所 持公司股份比例为 48.87%，此外： | | 是否为控 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股股东或 | 本次质 | 占其所 | 占公司 | 是否为 | 是否为 | 质押起 | 质押到 | | 质押 | | 名称 | 第一大股 | 押数量 ...

Core Viewpoint - Chengyitong's stock price increased by 7.83% to 24.65 yuan, indicating strong market interest and positive investor sentiment towards the company's strategic initiatives in brain-computer interface technology [1]. Group 1: Company Performance - As of August 13, 2025, Chengyitong's stock closed at 24.65 yuan, up by 1.79 yuan from the previous trading day, with a trading volume of 542,300 shares and a total transaction value of 1.291 billion yuan [1]. - The stock opened at 22.69 yuan, reached a high of 24.87 yuan, and a low of 22.50 yuan during the trading session [1]. Group 2: Business Strategy - Chengyitong operates in the general equipment sector, focusing on smart manufacturing and rehabilitation medical devices [1]. - The company has established a dual-track strategy for brain-computer interface technology, encompassing both invasive and non-invasive approaches [1]. - In the non-invasive sector, Chengyitong is integrating existing rehabilitation devices with brain-computer interface technology to enhance product functionality and promote commercialization [1]. - The company has launched a brain-computer interface biofeedback system aimed at attention detection and training in the education sector [1]. - In the invasive sector, Chengyitong is developing a research verification center and an animal testing center for brain-computer interface technology to strengthen its R&D capabilities [1]. Group 3: Financial Flow - On August 13, 2025, the net inflow of main funds into Chengyitong was 41.04 million yuan, with a cumulative net inflow of 28.52 million yuan over the past five days [2].

Core Insights - The Ministry of Industry and Information Technology released the first batch of typical application cases for artificial intelligence in the field of biomanufacturing, with 16 companies nationwide selected for inclusion [1] - Beijing has three companies listed, tying with Shanghai for the highest number of entries in the country [1] - The selected companies from Beijing include Chengyitong Control Technology Group, Zhaoyan Biotechnology, and Baitu Biotechnology, showcasing advancements in AI-driven biomanufacturing processes [1] Company Summaries - Chengyitong Control Technology Group was recognized for its application of SemDB database technology to achieve precise process control and AI big data analysis in large-scale biomanufacturing [1] - Zhaoyan Biotechnology was awarded for its AI platform that drives the construction of stable high-expression cell lines [1] - Baitu Biotechnology received recognition for efficiently modifying pharmaceutical enzymes for enzyme replacement therapy using AI large models [1] Industry Developments - The Beijing government aims to further promote the deep integration of artificial intelligence with biomanufacturing, enhancing the quality and upgrading the entire biomanufacturing industry chain [1]

Group 1 - The core viewpoint of the news is that the brain-computer interface concept stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases [1] Group 2 - Company performance highlights include: - Innovation Medical (002173) saw a price increase of 10.00%, with a total market capitalization of 9.995 billion and a year-to-date increase of 184.55% [2] - Pulite (002324) increased by 7.51%, with a market cap of 15.9 billion and a year-to-date increase of 50.88% [2] - Chengyitong (300430) rose by 6.65%, with a market cap of 6.657 billion and a year-to-date increase of 59.67% [2] - Saily Medical (603716) increased by 5.45%, with a market cap of 5.878 billion and a year-to-date increase of 326.18% [2] - Sanbo Brain Science (301293) rose by 3.79%, with a market cap of 12.9 billion and a year-to-date increase of 44.76% [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [1]

Group 1 - The core viewpoint is that the brain-computer interface (BCI) sector is experiencing significant activity and growth, driven by government policies aimed at fostering innovation and development in the industry [1][2]. - The Ministry of Industry and Information Technology and six other departments have issued implementation opinions to promote the innovation and development of the BCI industry, with key technological breakthroughs expected by 2027 [1]. - By 2030, the BCI industry is projected to have a significantly enhanced innovation capability, with the establishment of a reliable industrial system and the cultivation of globally influential leading enterprises [1]. Group 2 - The BCI technology is positioned at the forefront of the integration of life sciences and information sciences, facilitating collaborative interaction between biological intelligence and machine intelligence [2]. - Continuous innovation in BCI technology is leading to rapid industrial growth, with the potential for disruptive breakthroughs and the deep integration of technological and industrial innovation [2]. - The market for BCI is expected to expand rapidly as domestic companies move towards commercial application and industrialization, supported by advancements in upstream technologies [2].