北京交大思诺科技股份有限公司 2025 年半年度报告全文 交大思诺 300851 北京交大思诺科技股份有限公司 Beijing Jiaoda Signal Technology Co., Ltd. 公告编号：2025-029 1 2025 年半年度报告 北京交大思诺科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人李伟、主管会计工作负责人徐红梅及会计机构负责人(会计主 管人员)常然声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告中涉及未来计划等前瞻性陈述，不构成公司对投资者的实 质承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当理解 计划、预测与承诺之间的差异。 本公司已在本报告中详细描述公司可能面对的风险，敬请查阅本报告第 三节"管理层讨论与分析"之"十、公司面临的风险和应对措施"，敬请投 资者注意风险。 公司计划不派发现金红利，不送红股，不 ...

交大思诺在互动平台表示，公司应收账款风险整体可控，目前公司正积极采取措施加强应收账款管理， 提升资金周转效率。 (本文来自第一财经) ...

在全球资源日益紧张、"双碳"目标加速落地的大背景下，有色金属与稀贵金属的高效循环利用，已然成为守护产业链安全、推动绿色转型的关键命题。然 而，传统回收工艺长期受困于处理阈值限制、二次污染风险及贵金属损耗等问题，严重制约着行业的高质量发展。在此形势下，科海思凭借自主研发的分 离与回收技术体系，聚焦镍钴分离、稀贵金属提纯等核心场景，为资源高效循环开辟了一条新路径。 行业痛点：传统工艺遭遇三大瓶颈 科海思摒弃了传统的路径依赖，采用"膜精密过滤+稀贵金属吸附系统"协同作用的方式，实现了镍钴离子的高选择性分离。其中，所选用的二甲基吡啶胺 官能基螯合树脂表现尤为突出，在100g/L的高浓度钴液中，可将镍离子脱除至0.1mg/L以下，大幅提升了镍钴分离效率。在此基础上，通过氨水解析与蒸 发浓缩系统的耦合，再生液中的镍钴浓度可提升至15-30g/L，为后续资源提取提供了高浓度原料保障。经此工艺处理后，镍钴萃余液的残留量稳定控制在 ≤0.01mg/L。 稀贵金属回收：从"微量残留"实现"深度净化" 针对汞、铂、金、铼等稀贵金属，科海思创新性地提出了"五级净化"工艺，即污酸→板框压滤→膜精密过滤→稀贵金属吸附系统→氨水解析系统→ ...

Market Overview - The rail transit equipment sector experienced a decline of 2.86% on August 14, with Yonggui Electric leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance - Yonghui Electric (300351) closed at 18.52, down 7.86% with a trading volume of 510,500 shares and a transaction value of 966 million [1] - Quantang Heavy Industry (301048) closed at 12.97, down 7.75% with a trading volume of 404,100 shares and a transaction value of 536 million [1] - Tieda Technology (872541) closed at 17.17, down 6.17% with a trading volume of 62,100 shares and a transaction value of 109 million [1] - Other notable declines include Tieda Rail (6888889) down 5.35%, Tianzhixin Material (688033) down 4.43%, and Jiaotong Iron and Steel (920027) down 4.18% [1] Capital Flow - The rail transit equipment sector saw a net outflow of 606 million from institutional investors, while retail investors contributed a net inflow of 468 million [1] - The table of capital flow indicates that major stocks like Changqing Technology (001324) and Times New Materials (600458) experienced mixed capital inflows and outflows from different investor types [2]

本次股份转让计划系公司持股5%以上股东及其一致行动人之间的内部转让，不涉及向市场减持，不触 及要约收购，不会导致公司控股股东和实际控制人发生变化。本次转让后，公司的控股股东、实际控制 人仍为邱宽民先生。 持有公司股份9,699,166股（占本公司总股本比例11.16%）的持股5%以上股东徐迅先生计划自本公告披 露之日起15个交易日后的三个月内，拟通过大宗交易方式、盘后固定价格交易方式向共途合伙转让不超 过1,840,000股(占本公司总股本比例2.12%)公司股份。 格隆汇8月12日丨交大思诺(300851.SZ)公布，持有公司股份20,898,000股（占本公司总股本比例 24.04%）的控股股东、实际控制人邱宽民先生计划自本公告披露之日起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）（简称"共途合伙"）转让不超 过600,000股(占本公司总股本比例0.69%)公司股份。 ...

证券代码：300851 证券简称：交大思诺 公告编号：2025-026 北京交大思诺科技股份有限公司 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 控股股东、实际控制人邱宽民、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： 1、持有公司股份20,898,000股（占本公司总股本比例24.04%）的控股股东、 实际控制人邱宽民先生计划自本公告披露之日起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0.69%)公司股份。 2、持有公司股份9,699,166股（占本公司总股本比例11.16%）的持股5%以上 股东徐迅先生计划自本公告披露之日起15个交易日后的三个月内，拟通过大宗交 易方式、盘后固定价格交易方式向共途合伙转让不超过1,840,000股(占本公司总 股本比例2.12%)公司股份。 3、本次股份转让计 ...

Group 1 - The company provides responder system products for the Urumqi Metro and Urumqi National Railway high-speed trains [1]

Core Insights - The company, Jiaoda Sino, has indicated that its LKJ product currently holds a market share of less than 5% [1] - In response to market feedback, the company is actively adjusting and increasing its marketing efforts, analyzing specific market conditions, and developing more targeted business strategies [1] - The goal is to effectively enhance the market share and competitiveness of the LKJ product, with expectations that deeper execution of market strategies and gradual realization of scale effects will lead to more significant performance returns for the company [1]

Core Insights - The total compensation for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest-paid CFO is Yang Hao from Shenzhou High-speed Railway, earning 1.55 million yuan, while the lowest is Huang Yunjie from Times New Material, earning 38,200 yuan [1] - The average salary for CFOs in the machinery and equipment-rail transit equipment sector is approximately 702,300 yuan [1] Salary Distribution - The majority of CFOs earn between 500,000 and 1 million yuan, totaling 12 individuals, which accounts for 55% of the group [1] - The average age of CFOs is around 48 years, with the largest age group being 40-49 years, comprising 50% of the total [3] - The oldest CFO is Zheng Yuanfei from Xianghe Industrial, aged 59, while the youngest is Xu Hongmei from Jiaoda Sino, aged 37 [3] Educational Background - The educational distribution of CFOs includes 1 PhD, 5 Master's, 12 Bachelor's, and 4 Associate degrees, with corresponding average salaries of 38,200 yuan, 1.16 million yuan, 613,600 yuan, and 557,700 yuan respectively [5] - Hu Limin from Jinchuang Group, holding an Associate degree, earns 800,000 yuan, exceeding the average salary for that educational level [5] Performance and Compensation Relationship - There is a noted discrepancy between CFO compensation and company performance, with some CFOs receiving salary increases despite significant declines in company profits [8] - For instance, Hou Yubo from Tianyi New Material saw a salary increase of 211,000 yuan (21%) despite a 1,138.3% drop in net profit [8] - Conversely, Li Xiuqing from Jiuzhou Y轨 experienced a salary decrease of 1.55 million yuan (62%) despite a 773.2% increase in net profit [8] Compliance Issues - One CFO received a warning letter and was publicly reported for compliance issues, specifically related to multiple corrections in performance disclosures [8]

Core Viewpoint - The company has not previously disclosed the revenue and cost details of the LKJ product in its annual and semi-annual reports, and it indicated that such disclosure will depend on the product's impact on the company's financial performance [1] Group 1 - The company responded to an investor inquiry regarding the separate disclosure of LKJ product revenue and costs, stating that if the product does not significantly affect the company's profit and loss, it will not be disclosed separately [1]