证券代码：300836 证券简称：佰奥智能 公告编号：2025-041 昆山佰奥智能装备股份有限公司 第四届董事会第六次会议决议公告 公司按照《公司法》《证券法》《深圳证券交易所创业板股票上市规则》《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》等相 关法律、法规和规范性文件的规定，编制了公司《2025 年第三季度报告》。报告 内容真实、准确、完整地反映了公司 2025 年第三季度的实际情况，不存在任何 虚假记载、误导性陈述或者重大遗漏。 本公司及董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、董事会会议召开情况 1.昆山佰奥智能装备股份有限公司（以下简称"公司"或"佰奥智能"）第 四届董事会第六次会议于 2025 年 10 月 24 日以现场及通讯方式召开，公司于 2025 年 10 月 20 日通过电子邮件、电话方式通知了全体董事。 2.会议应出席董事 7 名，实际出席董事 7 名。其中董事庄华锋先生、陈爱武 女士、顾国华先生、史凤华女士以通讯方式出席会议。 3.会议由公司董事长肖朝蓬先生召集主持，公司监事及高级管理人员列席了 会议 ...

昆山佰奥智能装备股份有限公司 2025 年第三季度报告 证券代码：300836 证券简称：佰奥智能 公告编号：2025-047 昆山佰奥智能装备股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 昆山佰奥智能装备股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入（元） | 257,140,556.16 | ...

Core Insights - Baiao Intelligent Equipment Co., Ltd. experienced a stock price increase of 5.03%, reaching 55.78 CNY per share, with a trading volume of 166 million CNY and a turnover rate of 4.81%, resulting in a total market capitalization of 5.17 billion CNY [1] Company Overview - Baiao Intelligent, established on January 6, 2006, and listed on May 28, 2020, is located in Kunshan, Jiangsu Province. The company specializes in the research, design, production, and sales of intelligent equipment and components, providing complete solutions for intelligent manufacturing [1] - The revenue composition of Baiao Intelligent is as follows: intelligent assembly equipment accounts for 97.86%, other products for 1.01%, components for 0.96%, and additional items for 0.17% [1] Fund Holdings - According to data, one fund under Huatai-PineBridge holds a significant position in Baiao Intelligent. The Huatai-PineBridge Innovation Vitality Mixed A Fund (002419) held 64,500 shares in the second quarter, representing 2.15% of the fund's net value, making it the fourth-largest holding. The estimated floating profit for today is approximately 172,300 CNY [2] - The Huatai-PineBridge Innovation Vitality Mixed A Fund was established on April 19, 2016, with a current size of 133 million CNY. Year-to-date returns stand at 28.28%, ranking 3,262 out of 8,226 in its category, while the one-year return is 25.13%, ranking 3,459 out of 8,099. Since inception, the fund has achieved a return of 117.23% [2] Fund Manager Performance - The fund manager of Huatai-PineBridge Innovation Vitality Mixed A Fund, Shen Ruoyu, has been in position for 4 years and 290 days, managing assets totaling 5.66 billion CNY. The best return during this period is 94.55%, while the worst is -8.1% [3] - Co-manager Xia Zheng'an has been in the role for 3 years and 12 days, overseeing assets of 1.42 billion CNY, with a best return of 34.96% and a worst return of 17.1% during his tenure [3]

本公司及董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。 特别提示： 证券代码：300836 证券简称：佰奥智能 公告编号：2025-040 昆山佰奥智能装备股份有限公司 关于项目预中标的提示性公告 三、风险提示 截至本公告披露日，上述项目处于评标结果公示阶段，公司尚未收到中标通 知书，最终形成实际订单并完成交货，存在一定的不确定性和风险；上述项目如 发生重大变化，公司将及时履行披露义务；相关履约条款以签订的正式合同为准， 敬请广大投资者谨慎决策，注意投资风险。 特此公告。 本项目仍处于中标候选人公示阶段，其中标、签约等后续工作尚具有一定不 确定性，敬请广大投资者注意投资风险。昆山佰奥智能装备股份有限公司（以下 简称"公司"）将根据相关事项后续进展情况履行相应的信息披露义务。 公司于近日参与了某大型国有公司小型产品 XX 总装系统、中型产品 XX 总 装系统"的投标，2025 年 10 月 23 日，相关平台发布了相关中标候选人公示。 现将具体预中标情况提示如下： 一、预中标项目概况 1、某大型国有公司小型产品 XX 总装系统，投标报价: 47,632,500.00 ( ...

Group 1 - The core viewpoint of the news is that Baiao Intelligent has shown significant stock performance with a year-to-date increase of 77.66%, despite a recent decline of 9.22% over the last five trading days [1] - As of October 21, Baiao Intelligent's stock price reached 51.32 CNY per share, with a total market capitalization of 4.757 billion CNY [1] - The company has experienced net outflows of main funds amounting to 1.7221 million CNY, with large orders showing a buy of 11.8156 million CNY and a sell of 12.8679 million CNY [1] Group 2 - Baiao Intelligent, established on January 6, 2006, is located in Kunshan, Jiangsu Province, and was listed on May 28, 2020 [2] - The company's main business involves the research, design, production, and sales of intelligent equipment and components, with 97.86% of its revenue coming from intelligent assembly equipment [2] - As of June 30, the number of shareholders increased to 5,480, representing a 17.14% rise, with an average of 11,534 circulating shares per person, up by 23.46% [2] Group 3 - Baiao Intelligent has distributed a total of 44.1289 million CNY in dividends since its A-share listing, with 29.1059 million CNY distributed over the past three years [3]

Core Viewpoint - The company, Kunshan Baiao Intelligent Equipment Co., Ltd., is expected to report a significant increase in net profit for the first three quarters of 2025, driven by strong market demand and operational efficiency improvements [2][3]. Financial Performance - The projected net profit attributable to shareholders is between 47 million to 56.5 million yuan, representing a year-on-year growth of 158.04% to 210.2% [2]. - The net profit after excluding non-recurring gains is expected to be between 44 million to 53.5 million yuan, with a year-on-year increase of 137.10% to 188.30% [2]. - For the first half of 2025, the company achieved a net profit of 21.05 million yuan, with the third quarter projected to yield between 25.95 million to 35.45 million yuan, indicating a strong quarterly growth trend [2]. Business Drivers - The company's growth is attributed to its continuous market expansion, improved operational efficiency, and enhanced cost management, leading to stable revenue growth [3]. - The recovery in demand for consumer electronics and industrial products, along with technological upgrades, has significantly increased customer investment in intelligent equipment [3]. - The company is experiencing a release of production capacity in its explosive products and energetic materials segment, with stable order deliveries and increasing capacity utilization [3]. Industry Context - The performance of Baiao Intelligent reflects structural opportunities within the intelligent manufacturing industry, which is accelerating due to market demand, technological advancements, and policy support [3]. - The focus on consumer electronics and explosive products positions the company in high-growth sectors, benefiting from dual advantages that underpin its performance [3]. Technological Advancements - The company has established a targeted defense system to address challenges such as rapid technological iteration and intense market competition [4]. - Baiao Intelligent is increasing its R&D efforts in AI and intelligent equipment, aligning with industry trends towards high precision, efficiency, and intelligence [4]. - As of June 30, 2025, the company holds 178 patents (including 87 invention patents) and 48 software copyrights, providing a strong technical barrier for its core business [4]. Product Innovations - In the consumer electronics sector, the company has developed intelligent assembly production lines that cater to the trend of miniaturization, enabling high-precision assembly of small components [5]. - For the explosive products segment, Baiao Intelligent has introduced a digital intelligent production line that integrates self-developed explosion-proof robots and detection systems, addressing traditional production inefficiencies and risks [5]. Future Outlook - The growth logic of Baiao Intelligent is characterized by strong certainty, with short-term performance reliant on the recovery of consumer electronics and the release of explosive product capacity [5]. - Long-term prospects are bolstered by the company's focus on robotics and the integration of AI with intelligent equipment, which fills technological gaps and establishes a "second growth curve" [5]. - The ongoing technological iteration and application of large models are reshaping the manufacturing landscape, with a predicted surge in demand for industrial robots and high-end CNC machine tools [5].

| | | | | 单位:万元 | | --- | --- | --- | --- | --- | | 项目 | | 本报告期 | | 上年同期 | | 归属于上市公司 股东的净利润 | 比上年同 | 4, 700. 00 | 5.650.00 | 1,821.39 | | | | 158. 04% | 210. 20% | | | | 期增长 | | | | | 扣除非经常性损 益后的净利润 | | 4, 400. 00 | 5, 350. 00 | 1.855.73 | | | 比上年同 | 137. 10% | 188. 30% | | | | 期增长 | | | | 佰奥智能于10月14日发布了2025年前三季度业绩预告。公告显示，公司预计2025年1月1日至9月30日期间，归属于上市公司股东的净利润为4,700万元至5,650 万元，较上年同期的1,821.39万元同比增长158.04%至210.2%；扣除非经常性损益后的净利润为4,400万元至5,350万元，较上年同期的1,855.73万元同比增长 137.1%至188.3%。 3. 火工品及含能材料业务产能释放 公司火工品及含能材料相关领域业务 ...

Core Insights - 27 companies listed on the ChiNext board have released their performance forecasts for the first three quarters, with 23 companies expecting profit increases, representing 85.19% of the total [1] - The overall proportion of companies with positive forecasts is 92.59%, with 2 companies expecting to turn a profit and 2 companies forecasting profit declines [1] Performance Forecasts - Among the companies expecting profit increases, 9 companies anticipate a net profit growth of over 100%, while 6 companies expect a growth between 50% and 100% [1] - The company with the highest expected net profit growth is Morning Light Bio, forecasting a median increase of 372.80% [1] - Other notable companies include Glacier Network and Bai Ao Intelligent, with expected net profit growths of 207.09% and 184.12%, respectively [1] Company Performance Data - The following companies are highlighted for their significant expected profit increases: - Morning Light Bio (Code: 300138) - Expected net profit growth: 372.80%, Latest closing price: 13.99, Year-to-date change: 62.33% [1] - Glacier Network (Code: 300533) - Expected net profit growth: 207.09%, Latest closing price: 38.10, Year-to-date change: 92.81% [1] - Bai Ao Intelligent (Code: 300836) - Expected net profit growth: 184.12%, Latest closing price: 56.53, Year-to-date change: 95.40% [1] - Other companies with notable growth include Chuan Jin Nuo (171.61%), Jin Li Yong (168.00%), and Bo Teng (139.09%) [1]

Core Viewpoint - Baiao Intelligent (300836) expects a net profit of 47 million to 56.5 million yuan for the first three quarters, representing a year-on-year increase of 158.04% to 210.20% [1] Financial Performance - The company announced a significant increase in net profit for the first three quarters, with projections indicating a growth range of 47 million to 56.5 million yuan [1] - The stock closed at 56.53 yuan, up 0.95%, with a turnover rate of 7.66% and a trading volume of 272 million yuan, reflecting a 6.30% increase over the past five days [1] Market Reaction - Historical data shows that 77.78% of stocks with a profit forecast increase of over 50% experienced a price increase on the announcement day, with 8 stocks hitting the daily limit [1] - Over a five-day period following the announcement, 80.56% of these stocks saw price increases [1] Capital Flow - The stock experienced a net inflow of 12.34 million yuan from main funds today, with a total net inflow of 13.44 million yuan over the past five days [2]

Core Insights - The article highlights significant year-on-year profit growth for various companies in the first three quarters, with some reporting exceptionally high increases in net profit [1] Group 1: Companies with Exceptional Profit Growth - Xinda Co., Ltd. expects a net profit increase of 2807.87%-3211.74% year-on-year [1] - Shenghe Resources anticipates a net profit growth of 696.82%-782.96% year-on-year [1] - Jiantou Energy projects a net profit rise of 231.75% year-on-year [1] - Batian Co., Ltd. forecasts a net profit increase of 230.79%-260.15% year-on-year [1] - Bai'ao Intelligent expects a net profit growth of 158.04%-210.20% year-on-year [1] Group 2: Companies with Notable Profit Increases - Tongxing Technology anticipates a net profit increase of 154.30%-233.77% year-on-year [1] - Ruixin Microelectronics projects a net profit growth of 116%-127% year-on-year [1] - Yahua Group expects a net profit increase of 106.97%-132.84% year-on-year [1] - Suihengyun A anticipates a net profit rise of 87.83%-180.38% year-on-year [1] - Taishan Petroleum projects a net profit increase of 87%-125% year-on-year [1] Group 3: Companies with Moderate Profit Growth - Shandong Gold anticipates a net profit increase of 83.9%-98.5% year-on-year [1] - Lutai A expects a net profit growth of 70.23%-84.12% year-on-year [1] - Zongshen Power projects a net profit increase of 70%-100% year-on-year [1] - Zijang Enterprises anticipates a net profit rise of 70%-90% year-on-year [1] - Jinjiang Shipping expects a net profit increase of 62.72%-66.89% year-on-year [1] Group 4: Companies with Lower but Positive Profit Growth - Jieshun Technology anticipates a net profit increase of 58.11%-86.01% year-on-year [1] - Gibit expects a net profit growth of 57%-86% year-on-year [1] - Xindong Link expects a net profit increase of 56.43%-91.19% year-on-year [1] - Tongda Co., Ltd. (rights protection) anticipates a net profit increase of 50.01%-111.12% year-on-year [1] - Dongwu Securities projects a net profit growth of 50%-65% year-on-year [1] Group 5: Companies Reporting Turnaround - Yuanda Intelligent (rights protection) expects a net profit of 33.83 million to 50.73 million, marking a turnaround [1] - Luoxin Pharmaceutical (rights protection) anticipates a net profit of 22.70 million to 25.20 million, indicating a turnaround [1] - Zhongke Sanhuan expects a net profit of 80 million to 100 million, also indicating a turnaround [1]