北京交大思诺科技股份有限公司 关于控股股东向控股股东控制且一致行动之合伙企业转让股份实施 完毕的公告 证券代码：300851 证券简称：交大思诺 公告编号：2025-036 控股股东、实际控制人邱宽民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。 北京交大思诺科技股份有限公司（以下简称"公司"）于2025年8月12日在巨 潮资讯网上披露了《关于控股股东、持股5%以上股份的股东向控股股东控制且一 致行动之合伙企业转让股份的预披露公告》（公告编号：2025-026），其中持有公 司股份20,898,000股（占本公司总股本比例24.0391%）的控股股东、实际控制人 邱宽民先生计划自预披露公告披露之日起15个交易日后的三个月内，拟通过大宗 交易方式向其一致行动人共途(北京)科技合伙企业（有限合伙）（以下简称"共 途合伙"）转让不超过600,000股(占本公司总股本比例0.6902%)公司股份。 公司于近日收到邱宽民先生出具的《关于股份转让计划实施完毕的告知函》， 获悉邱宽民先生以大宗交易方式向共途合伙转让公司股 ...

北京交大思诺科技股份有限公司 简式权益变动报告书 上市公司名称：北京交大思诺科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：交大思诺 股票代码：300851 信息披露义务人：徐迅 住所：北京市西城区 通讯地址：北京市西城区 股份变动性质：拥有上市公司权益减少 签署日期：2025 年 9 月 3 日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办 法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》 等相关的法律、法规编制本报告书； 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突； 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》的规定，本报 告书已全面披露信息披露义务人在北京交大思诺科技股份有限公司中拥有权益 的股份变动情况； 截至本报告书签署之日，除本报告书披露的信息披露义务人向共途(北京) 科技合伙企业（有限合伙）转让股份涉及股份增减变动外，信息披露义务人没有 通过任 ...

北京交大思诺科技股份有限公司 关于持股 5%以上股份的股东持股比例变动触及 1%及 5%整数倍暨披露 简式权益变动报告书的提示性公告 持股 5%以上股东徐迅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。 特别提示： 证券代码：300851 证券简称：交大思诺 公告编号：2025-035 1、本次权益变动属于持股5%以上股东徐迅先生实施前期已披露的股份转让计 划。本次权益变动后，徐迅先生持有公司股份数量从9,699,166股减少至 8,693,366股，持股比例从11.1570%下降至10.0000%，权益变动触及1%及5%的整 数倍。 2、本次权益变动属于持股5%以上股东股份之间的内部转让，不触及要约收购， 不会导致公司控股股东、实际控制人发生变化。 北京交大思诺科技股份有限公司（以下简称"公司"）于2025年8月12日在巨 潮资讯网上披露了《关于控股股东、持股5%以上股份的股东向控股股东控制且一 致行动之合伙企业转让股份的预披露公告》（公告编号：2025-026），其中持有公 司股份9,699,166股（ ...

Core Viewpoint - The stock of Jiaoda Sino dropped by 3.08% on September 3, closing at 26.78 yuan, with significant block trades occurring [1] Trading Activity - Two block trades were recorded, totaling 1,605,800 shares and a transaction value of 42.6822 million yuan [1] - The first trade involved 1,005,800 shares at a price of 26.58 yuan, amounting to 26.7342 million yuan, with a premium rate of -0.75% [1] - The second trade involved 600,000 shares at the same price of 26.58 yuan, totaling 15.948 million yuan, also with a premium rate of -0.75% [1] Recent Performance - Over the past three months, the stock has seen a total of two block trades with a cumulative transaction value of 42.6822 million yuan [1] - In the last five trading days, the stock has declined by 4.01%, while the net inflow of main funds was 964,600 yuan [1]

Core Insights - On September 3, 2025, Jiao Da Si Nuo executed a block trade of 1,605,800 shares, with a total transaction value of 42.6822 million yuan, accounting for 55.77% of the total trading volume for that day [1][2] - The transaction price was 26.58 yuan, which represents a discount of 0.75% compared to the market closing price of 26.78 yuan [1] Transaction Details - The block trade on September 3 involved two transactions: - The first transaction was for 1,005,800 shares at a price of 26.58 yuan, totaling 26.7342 million yuan, executed by Guo Xin Securities Co., Ltd. [2] - The second transaction was for 600,000 shares at the same price, totaling 15.9480 million yuan, also executed by Guo Xin Securities Co., Ltd. [2]

Group 1 - The stock price of Jiao Da Si Nuo decreased by 2.21% on September 3, reaching 27.02 CNY per share, with a total market value of 2.349 billion CNY [1] - The company has seen a year-to-date stock price increase of 3.64%, but a decline of 3.15% over the last five trading days and 8.25% over the last twenty days [1] - 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 including 42.10% from responder systems, 26.11% from locomotive signal CPU components, and 24.76% from track circuit readers [1] Group 2 - As of August 29, the number of shareholders for Jiao Da Si Nuo was 8,739, a decrease of 4.48%, while the average circulating shares per person increased by 4.69% to 6,191 shares [2] - 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] - The company has distributed a total of 196 million CNY in dividends since its A-share listing, with 106 million CNY distributed over the past three years [3]

Core Viewpoint - The company has experienced performance fluctuations due to changes in the macroeconomic environment, industry cycles, and adjustments in its product structure, but it is actively implementing measures to improve its operational status [2]. Group 1: Company Performance - The company has faced performance volatility in recent years influenced by multiple factors [2]. - The company is taking proactive steps to enhance its business operations [2]. Group 2: Strategic Initiatives - The company is increasing its investment in research and development as well as market promotion to improve product competitiveness and service quality [2]. - Initial positive results from these strategic initiatives have been observed [2].

Core Viewpoint - The recent financial report of Jiaotong Sinno (300851) indicates a significant decline in revenue and profit, raising concerns about the company's financial health and operational efficiency [1][4]. Financial Performance - For the first half of 2025, the company reported total revenue of 128 million yuan, a year-on-year decrease of 18.48% [1]. - The net profit attributable to shareholders was 12.19 million yuan, down 51.64% compared to the previous year [1]. - In Q2 2025, total revenue was 77.31 million yuan, reflecting a 22.09% decline year-on-year, while net profit for the quarter was 15.93 million yuan, down 34.3% [1]. - The gross margin decreased to 69.0%, a reduction of 3.08% year-on-year, and the net margin fell to 9.45%, down 41.51% [1]. - Total receivables increased to 285 million yuan, a rise of 15.36%, with receivables accounting for 585.77% of the latest annual net profit [1][4]. Cost Structure - The total of selling, administrative, and financial expenses reached 44.55 million yuan, which is 34.72% of revenue, marking a 19.86% increase year-on-year [1]. - The company reported a significant decline in operating cash flow per share, which was -0.1 yuan, a decrease of 1714.46% year-on-year [1]. Business Model and Return on Investment - The company's performance is primarily driven by research and development, necessitating a thorough examination of the underlying factors [4]. - The return on invested capital (ROIC) for the previous year was 3.71%, indicating weak capital returns, while the historical median ROIC since listing is 16.95% [3].

Core Viewpoint - The company, Jiaoda Sino, announced the approval of several proposals, including the full and summary report for the first half of 2025, during the seventh meeting of its fourth supervisory board [2] Group 1 - The announcement was made on the evening of August 27 [2] - The meeting focused on the review and approval of the company's financial reports and other related proposals [2]

Core Viewpoint - The company, Jiaoda Sino, announced the approval of several proposals, including the full text and summary of the 2025 semi-annual report, during the seventh meeting of its fourth board of directors [2] Group 1 - The board meeting was held on August 27, where multiple proposals were reviewed and approved [2]