证券代码：300851 证券简称：交大思诺 公告编号：2025-045 北京交大思诺科技股份有限公司 关于 2025 年前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。 北京交大思诺科技股份有限公司（以下简称"公司"）于2025年10月27日召 开了第四届董事会第九次会议，审议并通过了《关于2025年前三季度计提资产减 值准备的议案》。现将具体情况公告如下： 一、本次资产减值准备情况概述 1、本次计提资产减值准备的原因 公司根据《企业会计准则》及公司会计政策的相关规定，基于谨慎性原则， 为了更加真实、准确地反映公司的资产与财务状况，对公司2025年9月30日应收 账款、其他应收款、存货、固定资产、在建工程、无形资产、商誉等资产进行资 产减值测试，并根据减值测试结果对其中存在减值迹象的资产相应计提了减值准 备。 2、本次计提资产减值准备的范围和总金额 对于购买或源生的已发生信用减值的金融资产，公司在资产负债表日仅将自 初始确认后整个存续期内预期信用损失的累计变动确认为损失准备。 公司对截至2025年9月30日合并会计报表范围内可能发 ...

证券代码：300851 证券简称：交大思诺 公告编号：2025-042 北京交大思诺科技股份有限公司 第四届董事会第九次会议决议公告 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、北京交大思诺科技股份有限公司(以下简称"公司")第四届董事会第九 次会议通知于 2025 年 10 月 20 日通过电子邮件、书面通知等形式送达，同时列 明了会议的召开时间、内容和方式。 2、本次董事会于 2025 年 10 月 27 日在公司会议室召开，以现场表决方式 进行。 3、本次董事会应出席董事 6 名，实际出席董事 5 名，缺席董事 1 人（董事 长李伟先生缺席本次会议，由公司董事兼副总经理张民先生代其履行相关职责）。 本议案已经公司审计委员会审议通过。 具体内容详见公司 2025 年 10 月 29 日刊载于中国证监会指定创业板信息披 露网站巨潮资讯网（www.cninfo.com.cn）上的《2025 年第三季度报告》（公告 编号：2025-044）。 表决结果：同意票 5 票、反对票 0 票、弃权票 0 票。 2、审议通过《关于 2025 ...

Financial Performance - The company's operating revenue for Q3 2025 reached ¥92,509,823.95, representing a year-on-year increase of 63.97%[4] - Net profit attributable to shareholders was ¥11,086,017.71, a significant increase of 301.68% compared to the same period last year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥9,988,628.16, up 246.95% year-on-year[4] - Basic earnings per share for the period was ¥0.1275, reflecting a growth of 301.42% compared to the previous year[4] - Total operating revenue for the current period reached ¥220,822,143.31, an increase of 3.7% compared to ¥213,817,428.11 in the previous period[20] - Net profit for the current period was ¥23,156,572.86, compared to ¥19,863,746.20 in the previous period, representing a growth of 11.5%[21] - The profit attributable to the parent company's shareholders was ¥23,272,860.87, an increase from ¥19,702,899.67, marking a rise of 18.8%[21] - Basic and diluted earnings per share improved to ¥0.2677 from ¥0.2266, indicating a growth of 18.5%[21] Assets and Liabilities - Total assets as of September 30, 2025, amounted to ¥1,452,323,916.71, a slight increase of 0.96% from the end of the previous year[4] - Total assets amounted to ¥1,452,323,916.71, slightly up from ¥1,438,450,540.95, reflecting a growth of 1.2%[19] - Total liabilities increased to ¥167,059,691.00 from ¥138,961,526.10, a rise of 20.3%[19] - The total equity attributable to the parent company was ¥1,284,141,635.75, down from ¥1,298,250,136.88, a decrease of 1.3%[19] Cash Flow - The company reported a net cash flow from operating activities of -¥12,954,975.91, a decline of 272.07% compared to the same period last year[4] - Operating cash flow for the current period is -12,954,975.91 CNY, compared to -3,481,890.79 CNY in the previous period, indicating a decline in operational efficiency[22] - Total cash inflow from investment activities decreased to 509,876,566.69 CNY from 625,801,211.47 CNY year-over-year[22] - Cash outflow from investment activities also decreased to 526,302,832.91 CNY from 655,506,477.93 CNY, resulting in a net cash flow from investment activities of -16,426,266.22 CNY, an improvement from -29,705,266.46 CNY[22] - Cash flow from financing activities resulted in a net outflow of -38,743,291.16 CNY, slightly better than -39,843,197.08 CNY in the previous period[23] - The ending cash and cash equivalents balance increased to 28,964,620.07 CNY from 23,491,056.20 CNY, reflecting a positive cash position despite operational losses[23] Shareholder Information - Total number of common shareholders at the end of the reporting period is 8,478[11] - The largest shareholder, Qiu Kuanmin, holds 23.35% of shares, totaling 20,298,000 shares[11] - The total number of shares held by the top ten unrestricted shareholders is 6,520,000 shares for Beijing Jiaotong University Asset Management Co., Ltd.[11] - The total number of restricted shares held by major shareholders increased to 37,594,041 shares from 33,077,163 shares, an increase of approximately 13.5%[14] - The company plans to unlock 25% of restricted shares annually after a 6-month lock-up period post-termination of certain executives[14] Investment and Expenses - The company's investment income for the first nine months of 2025 was ¥12,874,173.92, an increase of 54.81% year-on-year[9] - The fair value change income from trading financial assets was ¥3,047,631.81, down 40.97% compared to the previous year[9] - The company experienced a 276.10% increase in contract liabilities, totaling ¥31,284,686.57, due to an increase in pre-received project payments[9] - Research and development expenses were ¥78,398,405.00, slightly up from ¥78,056,097.86, indicating a focus on innovation[20] - Other income increased significantly to ¥16,297,410.66 from ¥9,459,420.10, a growth of 72.5%[20] Cash Management - Cash and cash equivalents decreased to ¥53,095,806.70 from ¥120,294,548.27, a decline of about 55.9%[17] - Cash received from sales of goods and services was 229,549,457.13 CNY, down from 243,357,078.59 CNY, indicating a decrease in revenue generation[22] - Cash received from tax refunds increased to 15,897,390.42 CNY from 10,456,223.83 CNY, showing improved tax recovery efforts[22] - Payments to employees rose to 132,974,850.82 CNY from 131,463,556.05 CNY, reflecting stable labor costs[22] Audit and Reliability - The third quarter financial report has not been audited, which may affect the reliability of the reported figures[24]

Group 1 - The company, Jiaoda Sinno (300851), reported that as of October 20, 2025, the total number of shareholders is 8,670 [1]

Core Viewpoint - The rail transit equipment sector experienced a decline of 0.44% on October 22, with major stocks like Times Electric leading the drop, while the overall market indices also showed slight decreases [1] Market Performance - The Shanghai Composite Index closed at 3913.76, down 0.07% - The Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance in Rail Transit Equipment Sector - 九州一轨 (Code: 688485) closed at 15.68, up 9.42% with a trading volume of 85,700 shares and a transaction value of 130 million yuan - 交大铁发 (Code: 920027) closed at 27.29, up 2.29% with a trading volume of 20,900 shares and a transaction value of 57.17 million yuan - 神州高铁 (Code: 000008) closed at 2.92, up 1.04% with a trading volume of 656,300 shares and a transaction value of 192 million yuan - 铁大科技 (Code: 920541) closed at 15.71, up 1.03% with a trading volume of 28,400 shares and a transaction value of 4.49 million yuan - 高铁电气 (Code: 688285) closed at 9.10, up 1.00% with a trading volume of 27,900 shares and a transaction value of 2.53 million yuan - 科安达 (Code: 002972) closed at 12.81, up 0.95% with a trading volume of 44,200 shares and a transaction value of 56.51 million yuan - 朗进科技 (Code: 300594) closed at 18.36, up 0.82% with a trading volume of 24,300 shares and a transaction value of 44.58 million yuan - 鼎汉技术 (Code: 300011) closed at 7.92, up 0.76% with a trading volume of 67,300 shares and a transaction value of 53.40 million yuan - 康尼机电 (Code: 603111) closed at 7.94, up 0.76% with a trading volume of 98,600 shares and a transaction value of 78.53 million yuan - 交大思诺 (Code: 300851) closed at 27.30, up 0.66% with a trading volume of 8,460 shares and a transaction value of 23.05 million yuan [1] Capital Flow Analysis - The rail transit equipment sector saw a net outflow of 211 million yuan from institutional investors - Retail investors contributed a net inflow of 129 million yuan, while speculative funds saw a net inflow of 82.54 million yuan [1]

Group 1 - The core point of the article is that the company, Jiaoda Sino, reported that as of October 10, 2025, the total number of shareholders is 8,680 [2]

Group 1 - The core stock price of Jiao Da Si Nuo increased by 2.03% on October 14, reaching 26.68 CNY per share, with a total market value of 2.319 billion CNY [1] - The company has seen a year-to-date stock price increase of 2.34%, but has experienced declines of 2.66% over the last five trading days, 4.88% over the last 20 days, and 5.52% over the last 60 days [2] - As of September 30, the number of shareholders decreased by 0.24% to 8,478, while the average circulating shares per person increased by 0.24% to 6,382 [2] Group 2 - Jiao Da Si Nuo's main business involves the research, design, production, sales, and technical support of key equipment for train operation control systems, with revenue composition as follows: 42.10% from responder systems, 26.11% from locomotive signal CPU components, 24.76% from track circuit readers, and 7.02% from others [2] - The company has distributed a total of 196 million CNY in dividends since its A-share listing, with 106 million CNY distributed over the last three years [3] Group 3 - For the first half of 2025, Jiao Da Si Nuo reported a revenue of 128 million CNY, a year-on-year decrease of 18.48%, and a net profit attributable to shareholders of 12.1868 million CNY, down 51.64% year-on-year [2]

Core Viewpoint - The company, Jiao Da Si Nuo (300851.SZ), experienced a decline of 4.22% in stock price, currently trading at 26.08 yuan, with a market capitalization of 2.267 billion yuan due to the chairman's suspension from duties [1] Group 1 - The chairman, Li Wei, has been placed under detention by the Tianjin Binhai New Area Supervisory Committee, rendering him unable to fulfill his responsibilities [1] - To ensure normal operations and decision-making, the company held a board meeting on September 29, 2025, where it was agreed that Vice President Zhang Min would temporarily assume the duties of chairman and legal representative [1] - The delegation of responsibilities will remain in effect until Li Wei resumes his duties or a new chairman is elected [1] Group 2 - The company's production and operational management are reported to be functioning normally despite the leadership changes [1]

Key Points - Hainan Huatie's shareholder Hu Danfeng has terminated the share reduction plan and plans to increase holdings in the company with an investment of no less than 30 million yuan and no more than 50 million yuan [2] - Yonghe Co. expects a net profit increase of 447.64% to 506.85% year-on-year for Q3 2025, driven by the high demand in the refrigerant industry and product optimization [3] - Delis Co. is planning a change in company control, leading to a suspension of its stock from October 9, 2025 [4] - BYD reported September 2025 sales of 396,300 new energy vehicles, a slight decrease from 419,400 units in the same month last year, while cumulative sales for the year reached 3.26 million units, up 18.64% [5] - Chipone Technology expects Q3 2025 revenue of 1.284 billion yuan, marking a historical high for the company, with a year-on-year increase of 78.77% [7] - Chipone anticipates a significant improvement in profitability for Q3 2025, with new orders expected to reach 1.593 billion yuan, a year-on-year increase of 145.80% [8] - ST Zhengping's stock will be suspended from trading starting October 9, 2025, due to unusual stock price fluctuations [2][28] - Huanxin Cement plans to repurchase shares worth between 32.25 million and 64.5 million yuan [14] - Sichuan Gold won exploration rights for a gold mine in Xinjiang for 510 million yuan, indicating strong geological potential [15]

Core Points - The company, Jiao Da Si Nuo, announced that its chairman, Li Wei, has been placed under detention by the Tianjin Binhai New Area Supervisory Committee, which affects his ability to perform his duties [1] - In response, the board of directors appointed Zhang Min, a director and deputy general manager, to temporarily assume the responsibilities of the chairman and legal representative until Li Wei can resume his duties or a new chairman is elected [1] - The company maintains that its governance structure and internal control mechanisms are sound, and daily operations are being managed normally by the executive team [1] Company Background - Jiao Da Si Nuo was listed on the ChiNext board on July 17, 2020, with a public offering of no more than 21.7334 million shares at a price of 28.69 yuan per share [2] - The total funds raised from the IPO amounted to 623.53 million yuan, with a net amount of 532.86 million yuan allocated for various projects including product upgrades and laboratory construction [2] - The underwriting fees for the IPO were 90.67 million yuan, with Guosen Securities receiving a total of 58 million yuan for underwriting and sponsorship services [2]