Core Viewpoint - The company is experiencing a decline in revenue and net profit for 2024, but has seen a significant increase in new orders for the first three quarters of 2025, despite challenges in the downstream industry affecting contract approvals and payment processes [2] Financial Performance - In 2024, the company achieved operating revenue of 480.65 million, a decrease of 5.96% compared to the previous year [2] - The net profit attributable to shareholders for the same year was 120.29 million, reflecting a decline of 13.58% year-on-year [2] Order and Revenue Dynamics - New orders (including formal contracts and intended orders) for the first three quarters of 2025 have significantly increased year-on-year [2] - Delays in contract approval and signing processes due to short-term adjustments in the downstream industry have led to a reduction in recognized revenue for the current period [2] - The situation regarding contract approvals has shown some improvement in the third quarter, but it has not been fully resolved [2] Accounts Receivable and Credit Losses - The payment processes in the downstream sector have not improved significantly, resulting in a high balance of accounts receivable and extended aging [2] - Increased credit impairment losses have further impacted net profit [2]

Core Viewpoint - The company has not achieved a breakthrough in revenue in recent years, primarily due to extended contract approval cycles from clients influenced by short-term adjustments in downstream industries, despite a significant year-on-year increase in new orders [2] Group 1: Revenue Challenges - The core reason for the lack of revenue growth is not due to insufficient capacity or a narrow client base, but rather the prolonged contract approval process [2] - Although new orders (including formal contracts and intended orders) have increased significantly year-on-year, the revenue that can be recognized has decreased due to these delays [2] Group 2: Management Strategies - The management has developed a clear layout plan to address revenue growth issues, which includes optimizing product structure to enhance the competitiveness of core products [2] - The company aims to diversify market channels to break through existing business boundaries [2] - There is a focus on improving operational efficiency to ensure rapid conversion of orders into revenue [2] - The company intends to provide clearer performance growth logic to reward investors in the future [2]

Core Viewpoint - The company is focusing on the development and commercialization of low-altitude economy business, aiming for substantial revenue generation in the near future [1] Group 1: Strategic Partnerships - The company signed a strategic cooperation agreement with Shenzhen Zhisheng High Technology Research Institute in October 2024, which marks the beginning of their collaboration in the low-altitude economy sector [1] - The delivery of the micro-target detection radar for "Shenchengjiao" has been completed and is currently in the joint debugging phase [1] Group 2: Market Engagement - The company is actively engaging with practical application scenarios in the Greater Bay Area and surrounding regions to promote the commercialization of related technologies and products [1] - The company aims to achieve substantial revenue as soon as possible through these efforts [1]

Core Viewpoint - The company, Xin Jing Gang (300629.SZ), reports stable order levels and orderly progress in delivery work, emphasizing its commitment to responding to national policy dynamics and ensuring robust business operations to deliver better performance for investors [1] Group 1: Business Operations - The company is actively participating in market competition within the radio frequency and microwave component sector, leveraging its core technological advantages to contribute to industry development [1] - The company has established small-scale production capabilities for anti-drone products, including low-altitude radar, radio detection equipment, and drone countermeasures, addressing diverse market demands [1] Group 2: Technology and Product Development - Relevant technologies and products have been validated, although detailed disclosures are limited due to commercial confidentiality and specific application scenarios [1]

Core Viewpoint - The company is actively advancing its low-altitude economy business and aims to achieve substantial revenue through commercialization of related technologies and products [1] Group 1: Low-altitude Economy Progress - The company has signed a strategic cooperation agreement with Shenzhen Zhisheng High-tech Research Institute, which has been steadily progressing since October 2024 [1] - The delivery of the micro-target detection radar for "Shenchengjiao" has been completed and is currently in the joint debugging phase [1] Group 2: Regional Development - The company is actively engaging with practical application scenarios in the Greater Bay Area and surrounding regions to promote the commercialization of its technologies and products [1]

Core Viewpoint - New Jingang is a significant player in the domestic high-performance metal matrix composite materials and products sector, with technological advantages in military electronics and related businesses [1] Group 1: Company Overview - New Jingang was established on December 9, 1998, and was listed on the Shenzhen Stock Exchange on March 24, 2017, with its registered and office address in Foshan, Guangdong Province [1] - The company is primarily engaged in the research, development, production, and sales of high-performance metal matrix composite materials and products, and is also involved in the military electronics information industry [1] - It belongs to the Shenwan industry classification of National Defense and Military Industry - Military Electronics II - Military Electronics III, and is associated with concepts such as military electronics, low-altitude economy, military informationization, nuclear fusion, and nuclear power [1] Group 2: Financial Performance - In Q3 2025, New Jingang reported an operating revenue of 270 million yuan, ranking 41st out of 64 in the industry [2] - The industry leader, AVIC Chengfei, had a revenue of 48.286 billion yuan, while the second, AVIC Optoelectronics, reported 15.838 billion yuan; the industry average revenue was 1.898 billion yuan, and the median was 575 million yuan [2] - The company's net profit for the same period was 17.634 million yuan, ranking 27th in the industry [2] - The top two companies in net profit were AVIC Chengfei with 2.175 billion yuan and AVIC Optoelectronics with 1.884 billion yuan; the industry average net profit was 94.5076 million yuan, and the median was 3.7432 million yuan [2] Group 3: Financial Ratios - As of Q3 2025, New Jingang's debt-to-asset ratio was 16.31%, up from 15.74% the previous year, which is significantly lower than the industry average of 32.84%, indicating strong solvency [3] - The company's gross profit margin for Q3 2025 was 65.51%, slightly down from 66.36% year-on-year, but still above the industry average of 34.84%, reflecting strong profitability [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 3.69% to 24,200 [5] - The average number of circulating A-shares held per shareholder increased by 3.81% to 8,955.62 [5] - Among the top ten circulating shareholders, Huashang Advantage Industry Mixed A (000390) ranked eighth with 1.4594 million shares, down by 978,100 shares from the previous period [5] - Guangfa Advantage Growth Stock A (011425) entered the top ten as the ninth largest shareholder with 1.2053 million shares [5]

Group 1 - The core point of the article is that New Jingang (SZ 300629) announced the convening of its fifth board meeting on October 28, 2025, to review the proposal for the company's Q3 2025 report [1] - For the year 2024, New Jingang's revenue composition is as follows: 98.7% from electronics, 0.88% from materials, and 0.43% from other sources [1] - As of the report, New Jingang has a market capitalization of 5 billion yuan [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market's transformation [1] - The article suggests that a "slow bull" market pattern is emerging [1]

关于 2025 年第三季度计提信用减值准备及资产减值准备的 公告 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：300629 证券简称：新劲刚 公告编号：2025-060 广东新劲刚科技股份有限公司 广东新劲刚科技股份有限公司（以下简称"公司"）根据《深圳证券交易所 创业板股票上市规则》及《企业会计准则》等相关规定，于 2025 年 7-9 月期间 对以摊余成本计量的金融资产计提信用减值损失人民币 29,962,053.94 元，对存 货及合同资产计提资产减值损失人民币 7,336,217.24 元。现将相关情况公告如 下： 一、计提信用减值损失及资产减值损失情况概述 3、单项资产计提减值准备的情况说明 1、本次计提信用减值损失和资产减值损失的原因 为真实反映公司的财务状况、资产价值及经营情况，根据《企业会计准则》 以及公司会计政策、会计估计的相关规定，本着谨慎性原则，公司以预期信用损 失为基础，对合并报表范围内截至 2025 年 9 月 30 日的以摊余成本计量的金融资 产、以公允价值计量且其变动计入其他综合收益的权益工具投资及租赁应收款等 进行减 ...

证券代码：300629 证券简称：新劲刚 公告编号：2025-058 广东新劲刚科技股份有限公司 2025 年第三季度报告披露提示性公告 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。 2025 年 10 月 28 日,本公司召开了第五届董事会第九次会议，审议通过了《关 于<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、财务状况及未来发展规划，本公司《2025 年第三季度报告》于 2025 年 10 月 29 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。 广东新劲刚科技股份有限公司董事会 2025 年 10 月 28 日 - 1 - 特别提示：广东新劲刚科技股份有限公司（以下简称"本公司"）《2025 年第三季度报告》于 2025 年 10 月 29 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。 ...

广东新劲刚科技股份有限公司（以下简称"本公司"或"公司"）第五届董事会 第九次会议通知于 2025 年 10 月 18 日以电话及电子邮件的形式送达公司全体董 事，会议于 2025 年 10 月 28 日上午 10:00 在公司董事会会议室召开。本次会议 应参与表决董事 7 名，实际参与表决董事 7 名，董事王婧女士，独立董事曾萍先 生、张志杰先生、朱映彬先生以通讯方式参加会议并表决，公司高级管理人员列 席了会议，会议召开符合《公司法》《证券法》等法律法规及《公司章程》的规 定。 会议由董事长王刚先生主持召开，全体与会董事经认真审议，以现场及通讯 相结合的表决方式，形成以下决议： （一）审议通过《关于<公司 2025 年第三季度报告>的议案》 公司2025年第三季度报告真实反映了公司2025年第三季度的财务状况和经 营成果，不存在虚假记载、误导性陈述或重大遗漏。具体内容详见公司同日在中 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 露的相关公告。 证券代码：300629 证券简称：新劲刚 公告编号：2025-057 广东新劲刚科技股份有限公司 第五届董事会第 ...