证券代码：300479 证券简称：神思电子 公告编号：2025-056 神思电子技术股份有限公司 关于 2025 年第三季度计提资产减值准备的公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 一、本次计提资产减值准备情况概述 为真实反映神思电子技术股份有限公司（以下简称"公司"或"本公司"）的财务状况 及经营情况，根据《企业会计准则》以及会计政策、会计估计的相关规定，本着谨慎性原则， 公司及合并报表范围内子公司对截至 2025 年 9 月 30 日的各类资产进行了减值测试，2025 年 第三季度共计提减值准备 3,263,744.44 元，具体情况如下： 单位：元 | 项目 | 第三季度计提金额（7-9 月） | | --- | --- | | 应收账款坏账准备 | 2,531,840.48 | | 其他应收款坏账准备 | 20,211.46 | | 合同资产坏账准备 | -10,464.14 | | 其他非流动资产减值准备 | 98,111.58 | | 应收款项融资 | 624,045.06 | | 合计 | 3,263,744.44 | 二、本次计提资产 ...

证券代码：300479 证券简称：神思电子 公告编号：2025-054 神思电子技术股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 神思电子技术股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召开第五届董事会 2025 年第八次会议，审议通过公司《2025 年第三季度报告》的议案。 为使投资者全面了解本公司的经营成果及财务状况，公司《2025 年第三季度报告》于 2025 年 10 月 30 日在公司指定信息披露网站巨潮资讯网（http://www.cninfo.com.cn）上披露。敬 请投资者注意查阅！ 特此公告 神思电子技术股份有限公司董事会 二〇二五年十月三十日 2025 年第三季度报告披露提示性公告 ...

Financial Performance - The company's operating revenue for the third quarter was ¥37,817,702.27, a decrease of 1.61% compared to the same period last year, while the year-to-date revenue reached ¥230,102,131.05, an increase of 113.00%[5] - The net profit attributable to shareholders was -¥46,840,111.72, down 32.51% year-on-year, and the year-to-date net profit was -¥105,658,299.60, reflecting a decrease of 6.20%[5] - The diluted earnings per share for the third quarter was -¥0.2377, a decline of 32.50% compared to the same period last year, with a year-to-date figure of -¥0.5362, which is a decrease of 6.19%[5] - The net loss for the quarter was ¥109,664,896.55, compared to a net loss of ¥118,513,479.45 in the same period last year, showing an improvement of approximately 7.1%[24] - The total comprehensive income for the period was -109,664,896.55 CNY, compared to -118,513,479.45 CNY in the previous period, indicating an improvement[25] - Basic and diluted earnings per share were both -0.5362 CNY, slightly better than -0.5716 CNY in the previous period[25] Assets and Liabilities - The total assets at the end of the reporting period were ¥1,033,825,139.69, representing a decrease of 17.95% from the end of the previous year[5] - The total assets decreased to ¥1,033,825,139.69 from ¥1,259,920,352.29, a decline of approximately 18%[21] - Total liabilities decreased to ¥585,486,619.29 from ¥703,728,097.72, representing a reduction of about 16.8%[21] - The equity attributable to shareholders of the parent company decreased to ¥439,870,379.73 from ¥544,697,516.95, a decline of approximately 19.2%[21] Cash Flow - Cash flow from operating activities for the year-to-date was -¥351,743,024.44, a decrease of 40.27% compared to the same period last year[5] - Cash inflows from operating activities totaled 353,764,890.05 CNY, a slight increase from 349,481,655.56 CNY in the previous period[28] - Cash outflows from operating activities amounted to 705,507,914.49 CNY, compared to 600,243,383.44 CNY in the previous period, leading to a net cash flow from operating activities of -351,743,024.44 CNY[28] - The net cash flow from investing activities was -18,723,298.43 CNY, worsening from -14,827,904.10 CNY in the previous period[28] - The net cash flow from financing activities improved to 15,797,711.10 CNY from 233,455.69 CNY in the previous period[28] - The ending cash and cash equivalents balance was 112,237,751.22 CNY, down from 257,264,930.21 CNY in the previous period[28] - Cash and cash equivalents decreased from 469,201,862.99 CNY to 170,659,312.51 CNY during the reporting period[19] Inventory and Borrowings - The company's inventory increased by 49.76% year-on-year, reaching ¥352,753,792.16, indicating a significant rise in stock reserves[10] - The company's short-term borrowings increased by 30.42% to ¥78,043,918.05, primarily due to an increase in bank loans[10] Shareholder Information - Total number of common stock shareholders at the end of the reporting period is 26,744[15] - The largest shareholder, Jinan Energy Environmental Protection Technology Co., Ltd., holds 11.40% of shares, totaling 22,455,912 shares[15] - The second-largest shareholder, Shandong Shensi Technology Investment Co., Ltd., holds 10.22% of shares, totaling 20,129,643 shares[15] - The company maintains a strong relationship with its major shareholders, particularly Jinan Energy Group Co., Ltd., which controls several significant shareholders[15] Operational Costs and Expenses - Total operating costs amounted to ¥334,602,213.34, up from ¥228,383,714.94, indicating an increase of about 46.5%[23] - Research and development expenses were ¥58,100,660.70, slightly higher than ¥55,934,039.79 from the previous year, reflecting a year-over-year increase of about 3.9%[24] - The company's financial expenses rose by 49.36% to ¥1,597,568.38, primarily due to increased interest expenses[11] - The company experienced a 111.17% increase in asset impairment losses, amounting to -¥3,698,690.81, mainly due to increased impairment provisions for contract assets[11] Accounts Receivable and Payable - Accounts receivable increased from 193,556,316.66 CNY to 212,615,592.66 CNY, reflecting a growth of approximately 9.8%[19] - The company reported a significant increase in accounts payable, which stood at ¥338,583,066.47, down from ¥390,426,404.15, indicating a decrease of about 13.3%[21] Other Information - The company has no preferred shareholders or changes in restricted shares during the reporting period[16] - There are no changes in the top 10 shareholders due to securities lending or borrowing activities[16] - The total number of restricted shares at the end of the period remains at 112,500 shares, with no shares released during the reporting period[17] - The company has not provided specific guidance for future performance or new product developments in the current report[24] - The company reported a decrease in cash received from sales of goods and services, totaling 194,346,628.08 CNY, down from 278,923,709.50 CNY in the previous period[27] - The company’s total liabilities and equity were not disclosed in the provided documents, indicating a need for further financial analysis[29]

Core Insights - The internet healthcare sector experienced a slight increase of 0.21% on October 29, with notable gains from companies like Jiangyu Pingmin, which rose by 6.29% [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Company Performance - Jiangyu Pingmin (301017) closed at 11.99 with a gain of 6.29%, trading volume of 201,100 shares and a transaction value of 242 million [1] - Furuishi (300049) closed at 74.48, up 6.20%, with a trading volume of 150,500 shares and a transaction value of 1.104 billion [1] - Xingqi Eye Medicine (300573) closed at 82.01, increasing by 5.29%, with a trading volume of 309,400 shares and a transaction value of 2.518 billion [1] - Other notable performers include Maidi Technology (603990) with a 2.98% increase and a transaction value of 384 million, and Hanhui Technology (300007) with a 2.68% increase and a transaction value of 1.402 billion [1] Market Dynamics - The internet healthcare sector saw a net outflow of 1.125 billion from institutional investors, while retail investors contributed a net inflow of 926 million [2][3] - The overall market sentiment indicated a mixed response, with some stocks experiencing significant declines, such as Jiayuan Technology (301117) which fell by 13.29% [2] - The trading activity highlighted a divergence in investor behavior, with institutional investors pulling back while retail investors remained active [2][3]

Group 1 - Sanwang Communication plans to repurchase shares worth 20-40 million yuan for employee stock incentive plans [1] - Ankrui reported a net profit of 192 million yuan for the first three quarters, a year-on-year increase of 21.31% [1] - Taishan Petroleum's net profit for the first three quarters reached 113 million yuan, up 112.32% year-on-year [1] - Zhejiang Xiantong achieved a net profit of 152 million yuan for the first three quarters, a 17.4% increase year-on-year [1] Group 2 - Xuanji Information reported a net loss of 173 million yuan for the first three quarters [1] - Mailande's net profit slightly decreased by 0.07% to 96 million yuan for the first three quarters [1] - Tengjing Technology's subsidiary received a sales order worth 87.61 million yuan [1] Group 3 - Hotgen Biotech's affiliate achieved positive results in Phase Ib clinical trials for the innovative drug SGC001 [1] - Zhongyan Dadi won a bid for a sports project in Beijing worth 74.04 million yuan [1] - Henghui Security's net profit decreased by 12.85% to 81.98 million yuan for the first three quarters [1] Group 4 - Xiongdi Technology's net profit increased by 71.16% to 18.38 million yuan for the first three quarters [1] - Meilixin reported a net loss of 215 million yuan for the first three quarters [1] - Haichen Pharmaceutical's net profit grew by 16.22% to 32.68 million yuan for the first three quarters [1] Group 5 - Qiaoyuan Co. reported a net profit of 181 million yuan for the first three quarters, a 40.54% increase year-on-year [1] - Fuda Co. achieved a net profit of 221 million yuan for the first three quarters, up 83.27% year-on-year [1] - Xianggang Technology's net profit surged by 186.19% to 95.47 million yuan for the first three quarters [1] Group 6 - ST Nanchuan received a restriction order from the court due to a financial dispute [1] - Changyou Technology announced the dismissal of two vice presidents [1] - Haoyuan Automotive received a project confirmation for an automatic parking system worth 576 million yuan [1] Group 7 - Jiuzhou Biotech obtained a medical device registration certificate for a diagnostic kit [1] - Shihua Machinery signed an investment intention letter for a subsidiary's capital increase [1] - Zhuhai Mian Group plans to transfer 100% equity of Gree Real Estate [1] Group 8 - Dalian Heavy Industry reported a net profit of 490 million yuan for the first three quarters, a 23.97% increase year-on-year [1] - Haimeng Data reported a net loss of 75.43 million yuan for the first three quarters [1] - Feilong Co. achieved a net profit of 287 million yuan for the first three quarters, a 7.54% increase year-on-year [1] Group 9 - Kaipu Testing reported a net profit of 57.84 million yuan for the first three quarters, a 3.34% increase year-on-year [1] - Ganyue Express signed a strategic cooperation agreement with a major energy company [1] - Tuoshan Heavy Industry's controlling shareholder plans to reduce its stake by 2.82% [1] Group 10 - Yiatong's shareholder plans to reduce its stake by 1% [1] - Weishi Electronics reported a net profit of 24.29 million yuan for the first three quarters, a 22.59% decrease year-on-year [1] - Shensi Electronics won a bid for a data space construction project worth 161 million yuan [1] Group 11 - Xiechuang Data plans to purchase server assets worth up to 4 billion yuan [1] - Shandong Express's controlling shareholder plans to transfer 7% of its shares [1] - ST Huapeng's subsidiary received a government subsidy of 4.65 million yuan [1] Group 12 - Jieqiang Equipment's shareholder plans to reduce its stake by 1% [1] - China Jushi reported a net profit of 2.568 billion yuan for the first three quarters, a 67.51% increase year-on-year [1] - ST Fanli reported a net loss of 44.78 million yuan for the first three quarters [1] Group 13 - Xiyu Tourism reported a net profit of 98.58 million yuan for the first three quarters, a 14.51% decrease year-on-year [1] - Abison reported a net profit of 185 million yuan for the first three quarters, a 57.33% increase year-on-year [1] - Huayan Precision reported a net profit of 70.76 million yuan for the first three quarters, a 31.07% increase year-on-year [1] Group 14 - Jiangling Motors reported a net profit of 74.9 million yuan for the first three quarters, a 35.76% decrease year-on-year [1]

Core Viewpoint - The company, as the leading unit of a consortium, has won a bid for the Jinan City Trusted Data Space Construction Project, with a total bid amount of approximately 161 million yuan, which represents 17.62% of the company's audited revenue for 2024 [1] Group 1: Project Details - The consortium includes the company, China Electronics Cloud Computing Technology Co., Ltd., and Inspur Cloud Information Technology Co., Ltd. [1] - The company is responsible for approximately 104 million yuan of the first segment (totaling 123 million yuan) and has independently won the second segment amounting to 57 million yuan [1] Group 2: Strategic Implications - The bid aligns with the company's "one body, two wings" strategic layout, aiming to enhance its business in the trusted data space sector [1] - Successful implementation of the project is expected to strengthen the foundation for secure data circulation and promote the deep application of data elements across various economic and social fields [1] Group 3: Financial Impact - The project is anticipated to have a positive impact on the company's operating performance and further enhance its core competitiveness [1] - In the first half of 2025, the company achieved total operating revenue of 192 million yuan, reflecting a year-on-year growth of 176.30% [1]

Core Points - The company, Shen Si Electronics, has won two segments of the Jinan Urban Trusted Data Space Construction Project, with a total bid amount of 180.3 million yuan [1] - The project is a joint venture with China Electronics Cloud Computing Technology Co., Ltd. and Inspur Cloud Information Technology Co., Ltd. [1] - The project is associated with Jinan Big Data Group, which holds over 5% of the company's shares, constituting a related party transaction [1] Summary by Categories Project Details - Shen Si Electronics is the leading unit in a consortium that won the bid for the Jinan Urban Trusted Data Space Construction Project [1] - The first segment of the project has a bid amount of 123.2 million yuan, while the second segment is valued at 57.1 million yuan [1] Related Party Transaction - The project is initiated by Jinan Big Data Group, which is controlled by Jinan Energy Group, the same entity that controls Shen Si Electronics [1] - Due to the public bidding process, the related party transaction is exempt from shareholder meeting approval according to Shenzhen Stock Exchange regulations [1]

Group 1 - The company, as the leading unit, has won the bid for the first segment of the Jinan Urban Trusted Data Space Construction Project, with a bid amount of 123 million yuan [1] - The company also won the bid for the second segment of the Trusted Data Space Construction Project, with a bid amount of 57.1 million yuan [1] - The total amount for both segments is approximately 161 million yuan, accounting for 17.62% of the company's audited operating income for the year 2024 [1]

Core Viewpoint - The company, ShenSi Electronics, has won two segments of the Jinan Urban Trusted Data Space Construction Project, with a total bid amount of approximately 161 million yuan, which represents 17.62% of the company's projected revenue for 2024 [1] Summary by Categories Project Details - ShenSi Electronics, as the leading unit, formed a consortium with China Electronics Cloud Computing Technology Co., Ltd. and Inspur Cloud Information Technology Co., Ltd. to win the bid for the Jinan Urban Trusted Data Space Construction Project [1] - The bid amount for the first segment of the project is 123 million yuan, with ShenSi Electronics responsible for approximately 104 million yuan [1] - The bid amount for the second segment of the project is 57.1 million yuan [1] Financial Impact - The total amount that ShenSi Electronics will undertake for both segments of the project is approximately 161 million yuan [1] - This total amount constitutes 17.62% of the company's expected revenue for the year 2024 [1]

Core Points - The company, as the leading party, has won the bid for the Jinan City Trusted Data Space Construction Project, with a total bid amount of 123 million yuan for the first section and 57.1 million yuan for the second section, totaling approximately 161 million yuan [1] - The total bid amount represents about 17.62% of the company's projected revenue for 2024 [1] - The bidding entity, Jinan Big Data Group, is an affiliated party, allowing the transaction to bypass shareholder meeting approval [1] - The company has received the bid notification but has not yet signed the formal contract, indicating uncertainty in project execution [1]