Core Viewpoint - The company held a semi-annual performance briefing for 2025, addressing investor concerns regarding revenue growth in the vocational education sector, which was overshadowed by higher operating costs leading to a decline in gross margin [1][2]. Group 1: Performance Analysis - The company reported a year-on-year decline in performance for the first half of the year, attributed to three main factors: extended delivery cycles due to project acceptance processes, pressure on product pricing from client budget constraints, and increased depreciation expenses from capitalized investment projects [2]. - The gross margin experienced a slight decline year-on-year, influenced by intensified industry competition and changes in client funding and project proposals [2]. Group 2: Industry Response and Business Planning - In response to the AI wave, the company is adapting to changes in demand for vocational education and industry training by developing a "virtual simulation training engine + vocational education vertical model + data platform" system, which includes capabilities for lesson plan generation and training guidance [3]. - The company aims to enhance brand influence and meet customer needs through deep participation in industry-education integration and vocational skill competitions [3]. Group 3: Robotics Exploration and Investment Project Progress - The company is exploring the application of humanoid robots in business scenarios, with external procurement of robots for training demonstrations at national skill competitions [4]. - Investment projects are gradually generating benefits, improving product technology levels, although current revenue from these projects is low due to depreciation and amortization after capitalization [4].

Group 1: Financial Performance - The company's net profit for the first half of 2025 decreased significantly compared to the same period last year, primarily due to extended project delivery cycles, pressure on product prices, and increased depreciation expenses [4] - The overall revenue from the military industry showed growth in the first half of 2025, with a focus on improving order conversion efficiency and optimizing project delivery cycles in the second half [3] Group 2: Industry Challenges and Responses - The vocational education sector experienced revenue growth, but the increase in operating costs led to a decline in gross profit margin due to intensified industry competition and client budget constraints [2][4] - In response to the AI wave, the company is developing a "JanVR engine + vocational education vertical model + data platform" system to address challenges such as high training costs and teacher shortages [3] Group 3: Strategic Initiatives - The company is implementing several measures to improve performance in the second half of 2025, including enhancing sales activities, accelerating project acceptance, and managing long-term receivables to reduce bad debt risks [3] - The company is exploring the application of humanoid robots in its business scenarios, with ongoing research and development in this area [6]

Group 1 - The core viewpoint of the news highlights the stock performance and financial metrics of Zhengzhou Jiean High-Tech Co., Ltd., indicating a recent increase in stock price and fluctuations in trading volume [1][2] - As of September 4, the stock price of Jiean High-Tech rose by 2.16% to 11.33 CNY per share, with a total market capitalization of 2.32 billion CNY [1] - The company has experienced a year-to-date stock price increase of 26.88%, but has seen a decline of 12.51% over the last five trading days [1] Group 2 - Jiean High-Tech's main business involves the development and technical services of computer simulation training systems in fields such as rail transit, safety operations, shipping, and military [2] - The revenue composition of Jiean High-Tech includes 73.41% from rail transit simulation training systems, 18.22% from safety operation simulation training systems, and 4.03% from technical services [2] - As of June 30, the number of shareholders increased by 25.48% to 18,000, with an average of 7,918 circulating shares per person, reflecting growing investor interest [2] Group 3 - Since its A-share listing, Jiean High-Tech has distributed a total of 183 million CNY in dividends, with 100 million CNY distributed over the past three years [3]

Market Overview - On September 2, the computer equipment sector declined by 3.59%, with Jiean High-Tech leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the computer equipment sector included: - Allianz Vision (Code: 301042) with a closing price of 39.86, up 2.68% [1] - MicroPort (Code: 430198) with a closing price of 11.70, up 1.56% [1] - Xuanji Information (Code: 300324) with a closing price of 7.84, up 1.55% [1] - Significant decliners included: - Jiean High-Tech (Code: 300845) with a closing price of 11.70, down 10.41% [2] - Yimikang (Code: 300249) with a closing price of 17.61, down 9.51% [2] - Inspur Information (Code: 000977) with a closing price of 63.81, down 7.43% [2] Capital Flow - The computer equipment sector experienced a net outflow of 6.427 billion yuan from institutional investors, while retail investors saw a net inflow of 5.269 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Individual Stock Capital Flow - Suzhou Keda (Code: 603660) had a net inflow of 74.24 million yuan from institutional investors, but a net outflow of 85.00 million yuan from retail investors [3] - Zhongwei Electronics (Code: 300270) saw a net inflow of 9.96 million yuan from institutional investors, with a net outflow of 14.16 million yuan from retail investors [3] - Allianz Vision (Code: 301042) had a net inflow of 5.27 million yuan from institutional investors, but a net outflow of 9.48 million yuan from retail investors [3]

Group 1 - The company, Jiean High-Tech (300845.SZ), has participated in the construction of the high-speed rail Luban Academy in Thailand and the Laos Luban Workshop railway signal training base project [1]

证券代码：300845 证券简称：捷安高科 公告编号：2025-053 郑州捷安高科股份有限公司 关于监事及持股 5%以上股东提前终止减持计划的公告 监事杜艳齐先生、股东南京嘉景企业管理合伙企业（有限合伙） 保证向本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公告内容与信息披露义务人提供 的信息一致。 郑州捷安高科股份有限公司（以下简称"公司"或"本公司"）于 2025 年 6 月 12 日披露了《关于监事及持股 5%以上股东减持股份的预披露公告》（公告 编号：2025-029），监事杜艳齐先生计划自上述公告披露之日起 15 个交易日后 的 3 个月内以集中竞价方式减持公司股份不超过 1,890,000 股（占当时剔除回 购专用账户股份后的公司总股本比例不超过 0.9353%）；股东南京嘉景企业管理 合伙企业（有限合伙）（以下简称"南京嘉景"），计划自上述公告之日起 15 个交易日后的 3 个月内以集中竞价方式或大宗交易方式减持公司股份不超过 3,220,000 股（占当时剔除回购专用账户股份后的公司总股本比例不超过 1.5935%）。其中通过集中竞价 ...

Group 1 - The core viewpoint of the article highlights the financial performance and business composition of Jiean Gaoke, indicating a significant focus on the education and transportation sectors [1] - In the first half of 2025, Jiean Gaoke's revenue composition was as follows: 40.81% from the vocational education industry, 38.8% from the transportation industry, and 20.39% from other businesses [1] Group 2 - The article mentions the growth potential of the pet industry, which is projected to reach a market size of 300 billion yuan, indicating a booming market for related companies [1] - The news suggests that companies in the pet industry are experiencing a surge in stock prices, reflecting positive market sentiment and investment opportunities [1]

Core Viewpoint - Zhengzhou Jiean High-Tech Co., Ltd. is utilizing its own funds to pay for fundraising projects and will replace these with raised funds, ensuring operational efficiency and compliance with regulatory requirements [2][6][7]. Fundraising Basic Situation - The company has been approved to publicly issue up to 23.09 million shares at a price of RMB 17.63 per share, raising a total of RMB 407.08 million, with a net amount of RMB 340.17 million after deducting issuance costs [2][3]. Fundraising Usage Management - The total investment for the projects funded by the raised capital amounts to RMB 349.25 million, with RMB 340.17 million allocated from the raised funds [3][4]. Reasons for Using Own Funds - The decision to use self-owned funds for project payments is due to operational efficiency, as direct payments from the fundraising account for small expenses are cumbersome and less efficient [5][6]. Specific Process for Fund Replacement - The company has established a detailed process for using its own funds and subsequently replacing them with raised funds, which includes reporting, approval, and regular monitoring [6][7]. Impact on the Company - This approach is expected to enhance operational management efficiency and ensure the smooth progress of fundraising projects, aligning with the interests of the company and its shareholders [6][7]. Review and Approval Procedures - The board of directors and the supervisory board have both approved the use of self-owned funds for project payments, confirming that this does not alter the intended use of the raised funds [7]. Sponsor's Verification Opinion - The sponsor has verified that the company's actions comply with relevant regulations and has no objections to the use of self-owned funds for project payments and their subsequent replacement with raised funds [7].

证券代码：300845 证券简称：捷安高科 公告编号：2025-046 郑州捷安高科股份有限公司 第五届董事会第十八次会议决议公告 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。 本次会议以现场及远程通讯表决的方式，审议通过以下议案： （一）审议通过《关于公司<2025 年半年度报告>及其摘要的议案》 具体内容详见公司同日在巨潮资讯网(www.cninfo.com.cn)上披露的相关 公告。 一、董事会会议召开情况 郑州捷安高科股份有限公司（以下简称"公司"）第五届董事会第十八次 会议于 2025 年 8 月 15 日以电话、电子邮件等方式发出通知，并于 2025 年 8 月 25 日以现场结合远程通讯方式召开。 本次会议由公司董事长郑乐观先生主持，应出席董事 9 人，实际参加董事 9 人，其中高志生先生、赵健梅女士、秦超贤先生以通讯方式出席会议，公司监 事、高级管理人员列席会议。本次会议的召集和召开符合国家有关法律、法规 及《公司章程》的规定，决议合法有效。 二、董事会会议审议情况 该议案已经董事会审计委员会审议通过。 表决结果为：同意 9 票，反对 0 票 ...

民生证券股份有限公司 关于郑州捷安高科股份有限公司及全资下属公司 使用自有资金支付募投项目所需资金 并以募集资金等额置换的核查意见 民生证券股份有限公司（以下简称"民生证券"或"保荐机构"）作为郑州 捷安高科股份有限公司（以下简称"捷安高科"或"公司"）首次公开发行股票 并在创业板上市的保荐机构，根据《深圳证券交易所创业板股票上市规则》、《上 市公司募集资金监管规则》、《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，对捷安高科 及全资下属公司北京捷安申谋科技有限公司（以下简称"捷安申谋"）使用自有 资金支付募投项目所需资金并以募集资金等额置换的事项进行了核查，具体情况 如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于郑州捷安高科股份有限公司首次公开发行 股票的批复》（证监许可〔2020〕377 号）核准，郑州捷安高科股份有限公司（以 下简称"公司"）公开发行不超过 2,309 万股新股，每股面值人民币 1 元，发行 价格为每股人民币 17.63 元，募集资金总额为人民币 407,076,700.00 元，扣除发 行费用人民币 66,9 ...