Core Viewpoint - The financial performance of the company, Toris (300629), has shown significant volatility, with a sharp decline in data resource revenue and continued net losses in the latest quarterly report [1][3]. Financial Performance Summary - In Q1 2025, Toris reported total revenue of 124.97 million yuan, a decrease from 178.24 million yuan in Q1 2024, and a net loss of 22.93 million yuan [3][4]. - The data resource revenue for Q1 2025 was 9.32 million yuan, down approximately 29.78 million yuan from the previous year's report, marking a decline of over 76% [1][3]. - The company experienced a peak in data resource revenue in 2024, reaching 39.10 million yuan in the annual report, but this was followed by a significant drop in Q1 2025 [1][3]. Revenue and Profit Trends - The operating income showed a notable increase throughout 2024, peaking at 619.14 million yuan in Q3, but fell to 124.97 million yuan in Q1 2025 [3][4]. - The net profit fluctuated dramatically, with a profit of 27.25 million yuan in Q1 2024, followed by a loss of 94.15 million yuan in the annual report for 2024, and continuing losses into Q1 2025 [3][4]. Stock Performance - The stock price of Toris has experienced significant fluctuations, reaching a low of 9.53 yuan in February 2024 and a high of 30.73 yuan in February 2025, before closing at 17.18 yuan as of April 29, 2025 [4].

关于广东新劲刚科技股份有限公司 2024 年度持续督导现场培训工作报告 民生证券股份有限公司（以下简称"民生证券"、"保荐人"）作为广东新劲 刚科技股份有限公司（以下简称"新劲刚"、"公司"、"上市公司"）以简易程序 向特定对象发行股票的保荐人，根据《深圳证券交易所股票上市规则》《深圳证 券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》及《深圳 证券交易所上市公司自律监管指引第 13 号——保荐业务》等有关规定，对新劲 刚相关人员进行了持续督导培训。本次持续督导培训情况如下： 民生证券股份有限公司 民生证券通过相关法律法规讲解，使公司股东、董事、监事和高级管理人员 等相关人员对上市公司募集资金管理、信息披露规范、内幕信息管理及内幕交易 1 相关要求有了更深层次的理解，增强了公司及相关人员的法律法规知识和规范运 作意识，有助于公司进一步提升公司治理和规范运作水平。 一、培训基本情况 1、培训时间：2025 年 4 月 21 日 2、培训地点：新劲刚会议室 3、授课人员：王雷 4、参加培训人员：新劲刚董事、监事、高级管理人员以及部分中层以上管 理人员、财务人员 二、培训主要内容 授课人员结合《证 ...

民生证券股份有限公司关于 广东新劲刚科技股份有限公司 2024 年度持续督导现场检查报告 （以下无正文） 4 （本页无正文，为《民生证券股份有限公司关于广东新劲刚科技股份有限公 司 2024 年度持续督导现场检查报告》的签字盖章页） | 保荐人名称：民生证券股份有限公司 被保荐公司简称：新劲刚 | | | | | --- | --- | --- | --- | | 保荐代表人姓名：刘愉婷 联系电话：020-38332272 | | | | | 保荐代表人姓名：王雷 联系电话：020-38332272 | | | | | 现场检查人员姓名：刘愉婷、王雷、黄颖 | | | | | 现场检查对应期间：2024 年度 | | | | | 年 月 年 月 日 现场检查时间：2025 3 31 日、2025 4 | 21 | | | | 一、现场检查事项 现场检查意见 | | | | | （一）公司治理 是 否 | | 不适用 | | | 现场检查手段：查阅公司章程和各项规章制度；查阅公司股东大会、董事会、监事会 | | | | | 三会文件、公司治理制度等文件，并对三会召集程序、出席会议人员的资格、召集人 | | | ...

Group 1: Financial Performance - In 2024, the company's revenue decreased by 5.96% and net profit declined by 13.58% due to credit impairment losses and customer factors [14][15] - The average net profit growth rate for the military electronics industry in 2024 was approximately -122%, with a median of -46.76%, indicating that the company's performance was better than the industry average [2][3] Group 2: Challenges and Responses - The company faced significant challenges in 2024, including delayed customer demand and extended contract signing cycles, which led to reduced revenue [13][15] - To address these challenges, the company plans to enhance communication with customers, optimize business processes, and accelerate order delivery [7][15] Group 3: Strategic Initiatives - The company is focusing on digital transformation to improve operational efficiency and reduce production costs [3][6] - It aims to expand its product capabilities in new fields such as low-altitude economy and satellite internet, leveraging its existing technology and resources [9][10] Group 4: Future Outlook - The company is optimistic about future growth opportunities in the defense sector, particularly in low-altitude economy and satellite internet applications [10][12] - Plans to increase international market presence and enhance brand influence through targeted product offerings and strategic partnerships [9][12] Group 5: R&D and Innovation - In 2024, the company invested approximately RMB 47.79 million in R&D, with a capitalized rate of 35%, indicating a focus on innovation [15] - The company is committed to maintaining its competitive edge through continuous technological advancements and product differentiation [11][12]

Financial Performance - The company's revenue for Q1 2025 was ¥46,920,751.74, a decrease of 64.12% compared to ¥130,786,486.87 in the same period last year[5]. - The net profit attributable to shareholders was a loss of ¥18,628,271.20, representing a decline of 144.93% from a profit of ¥41,462,877.36 in the previous year[5]. - Total operating revenue for the current period is CNY 46,920,751.74, a decrease of 64.0% compared to CNY 130,786,486.87 in the previous period[23]. - Net profit for the current period is a loss of CNY 16,042,437.24, compared to a profit of CNY 42,658,258.12 in the previous period, indicating a significant decline[24]. - The total comprehensive income for the period was -16,042,437.24 CNY, compared to 42,658,258.12 CNY in the previous period[25]. - The basic and diluted earnings per share were both -0.07 CNY, down from 0.17 CNY in the previous period[25]. Cash Flow - The net cash flow from operating activities improved by 60.71%, with a net outflow of ¥14,089,099.06 compared to ¥35,854,822.04 in Q1 2024[5]. - Cash inflows from operating activities totaled 55,366,621.49 CNY, an increase from 40,219,941.77 CNY in the previous period[28]. - Cash outflows from operating activities amounted to 69,455,720.55 CNY, down from 76,074,763.81 CNY in the previous period[28]. - The net cash flow from investing activities was -1,128,015.08 CNY, compared to -40,909,343.03 CNY in the previous period[28]. - The net cash flow from financing activities was -1,907,961.87 CNY, an improvement from -15,727,476.31 CNY in the previous period[29]. - The ending cash and cash equivalents balance was 236,498,744.90 CNY, compared to 229,668,255.64 CNY in the previous period[29]. Assets and Liabilities - The total assets at the end of Q1 2025 were ¥2,054,014,236.34, a decrease of 1.75% from ¥2,090,658,554.00 at the end of the previous year[5]. - Current assets total CNY 1,300,247,842.93, a decrease of 2.5% from CNY 1,334,498,966.42 at the beginning of the period[21]. - The company's total liabilities decreased to CNY 312,615,540.03 from CNY 334,724,027.25, reflecting a reduction of 6.6%[22]. - The equity attributable to the parent company is CNY 1,695,482,432.50, down from CNY 1,712,705,117.21, indicating a decline of 1.0%[22]. Research and Development - Research and development expenses increased by 31.63% to ¥10,904,466.94, reflecting a commitment to innovation[9]. - Research and development expenses for the current period are CNY 10,904,466.94, an increase of 31.5% compared to CNY 8,284,371.04 in the previous period[23]. Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 24,162[12]. - The company’s top 10 shareholders hold a total of 39,803,827 shares, with 5,214,442 shares released from restrictions during the reporting period[16]. - The company’s top shareholder, Wang Gang, holds 10,357,895 shares, representing a significant portion of the total shares[13]. - The company’s management has a total of 34,589,387 restricted shares remaining after the release of 5,214,442 shares[16]. - The company’s top 10 unrestricted circulating shareholders have not participated in any securities lending activities during the reporting period[14]. - The company has no changes in the participation of major shareholders in securities lending activities compared to the previous period[14]. Other Income and Expenses - The company reported a significant increase in other income, which rose by 271.18% to ¥915,530.84 due to increased government subsidies[9]. - The company experienced a 125.25% increase in credit impairment losses, amounting to -¥18,030,130.90, indicating rising credit risk[10]. - The company reported a credit impairment loss of CNY -18,030,130.90, worsening from CNY -8,004,345.83 in the previous period[24]. Corporate Developments - The company received a high-tech enterprise certificate from the Guangdong Provincial Department of Science and Technology, valid for three years from 2024 to 2026[17]. - The company plans to use RMB 135 million of idle raised funds to temporarily supplement working capital, with a usage period not exceeding 12 months[18]. - The company has adjusted the implementation location and investment structure of the "RF Microwave Industrialization Base Construction Project," extending the construction period to 48 months[18]. - The company’s subsidiary, Guangdong Kuanpu Technology Co., Ltd., has fulfilled its repayment obligations, leading to the complete release of the company's guarantee responsibilities[17]. Accounting and Reporting - The company did not execute the new accounting standards applicable from 2025[30]. - The first quarter report was not audited[30].

Core Viewpoint - The company reported a decline in both revenue and net profit for 2024, primarily due to short-term adjustments in downstream industries affecting customer demand and payment processes [4][6]. Financial Performance - The total revenue for 2024 was 481 million yuan, a decrease of 5.96% from 511 million yuan in 2023 [4][6]. - The net profit attributable to shareholders was 120 million yuan, down 13.58% year-on-year [4][6]. - The non-recurring net profit also stood at 120 million yuan, reflecting a 10.25% decline [4][6]. - The rolling quarter-on-quarter revenue growth rate was -9.53%, and the net profit growth rate was -14.03%, indicating significant financial pressure [4][6]. Special Application Electronic Business - The special application electronic business is primarily managed by subsidiaries Kuanpu Technology and Renjian Microwave, focusing on RF microwave technology [5][6]. - In 2024, the revenue from RF microwave business reached 474 million yuan, accounting for 98.70% of the company's total revenue [6]. Special Application Material Business - The special application material business is represented by subsidiary Kangtaiwei, which has developed various advanced materials [7]. - In 2024, Kangtaiwei's revenue from material products was 4.21 million yuan, but the company is positioning itself in emerging fields like low-altitude economy and satellite internet [7][8]. Future Outlook - The company is actively promoting digital transformation to optimize business processes and improve operational efficiency [8]. - It is focusing on new product development with an emphasis on quality and cost management, aiming to reduce production costs [8]. - The company is expanding into new markets such as low-altitude economy, domestic large aircraft, and satellite internet, which may provide growth opportunities despite current pressures [8].

Company Performance - In 2024, the company achieved a revenue of 481 million yuan and a net profit attributable to shareholders of 120 million yuan; in Q1 2025, the revenue was 46.92 million yuan, showing a year-on-year adjustment [1] - The company reported a significant increase in new orders compared to the same period last year, although revenue recognition was impacted by extended contract approval cycles due to short-term adjustments in downstream industries [1] Strategic Initiatives - The company is leveraging digital transformation and cost-efficiency initiatives while focusing on new opportunities in emerging fields, particularly in the low-altitude economy [1] - The establishment of subsidiaries such as Kai Ji Intelligent and Kai Ce Intelligent aims to promote the application of RF microwave technology in satellite internet and low-altitude economy sectors [2] Industry Trends - The low-altitude economy industry in Shenzhen has surpassed 100 billion yuan, with over 700,000 drone flights annually, positioning it as a national leader [3] - The Shenzhen government plans to build over 1,000 low-altitude takeoff and landing platforms and routes by the end of 2025, aiming for international leadership in low-altitude flight services [3] Market Potential - The low-altitude economy is recognized as a new growth engine, with the civil drone industry nearing 120 billion yuan and the eVTOL industry approaching 1 billion yuan in 2023 [4] - The military industry is entering a new growth cycle, presenting opportunities for companies with new growth curves and traditional leaders in emerging fields [4]

证券代码：300629 证券简称：新劲刚 公告编号：2025-014 一、重要提示 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投资者 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 容诚会计师事务所（特殊普通合伙）对本年度公司财务报告的审计意见为：标准的无保留意见。 本报告期会计师事务所变更情况：公司本年度会计师事务所由变更为容诚会计师事务所（特殊普通合 伙）。 非标准审计意见提示 □适用 √不适用 公司上市时未盈利且目前未实现盈利 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 公司经本次董事会审议通过的利润分配预案为：以未来实施分配方案时股权登记日的总股本（剔除公司 回购专用证券账户中的股份）为基数，向全体股东每10股派发现金红利1.00元（含税），送红股0.00股 （含税），以资本公积金向全体股东每10股转增0.00股。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 （一）公司基本情况 报告期内，公司集中资源聚焦于"特殊应用领域电子业务 ...

广东新劲刚科技股份有限公司董事会 2025 年 4 月 21 日 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。 特别提示：广东新劲刚科技股份有限公司（以下简称"本公司"）《2024 年年度报告》及《2024 年年度报告摘要》于 2025 年 4 月 22 日在中国证监会指 定的创业板信息披露网站上披露，敬请各位投资者注意查阅。 2025 年 4 月 21 日，本公司召开了第五届董事会第五次会议、第五届监事会 第五次会议，审议通过了《关于<公司 2024 年年度报告>及其摘要的议案》。为 使投资者全面了解本公司的经营成果、财务状况及未来发展规划，公司《2024 年年度报告》及《2024 年年度报告摘要》于 2025 年 4 月 22 日在中国证监会指 定的创业板信息披露网站巨潮资讯网（http://www.cninfo.com.cn）披露。 特此公告。 证券代码：300629 证券简称：新劲刚 公告编号：2025-013 广东新劲刚科技股份有限公司 2024 年年度报告披露提示性公告 ...

证券代码：300629 证券简称：新劲刚 公告编号：2025-020 广东新劲刚科技股份有限公司 关于 2025 年度向银行申请综合授信及相关信贷业务额度的公告 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、误导性陈述或重大遗漏。 - 1 - 根据公司 2025 年经营计划安排，为了满足公司生产经营所需的资金需求， 同意公司及控股子公司拟向相关银行申请不超过人民币 8 亿元的综合授信及相 关信贷业务的额度，具体每笔授信及相关信贷业务额度最终以各银行实际审批的 授信及相关信贷业务额度为准，各银行实际授信及相关信贷业务额度可在总额度 范围内进行调剂，在总额度内授权公司依据实际资金需求进行银行信贷。 上述授信及相关信贷业务总额内的单笔融资不再上报董事会或股东大会审 议，公司授权由董事长审核并签署上述授信及相关信贷额度内的所有文件，由此 产生的法律、经济责任全部由公司承担。授权期限内银行授信额度超过上述范围 的，须提交股东大会批准后执行。 授权期限：自 2024 年年度股东大会审议通过之日起一年内有效。 上述事项尚需公司 2024 年年度股东大会审议。 特此公告。 广东新劲刚科技股份有限公 ...