Core Viewpoint - Zhongke Jiangnan (301153.SZ) reported a significant decline in revenue and net profit for the first three quarters of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved an operating revenue of 364 million yuan, representing a year-on-year decrease of 26.28% [1] - The net profit attributable to shareholders was -64.249 million yuan, indicating a loss [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -67.126 million yuan [1] - The basic earnings per share were -0.18 yuan [1]

北京中科江南信息技术股份有限公司 2025 年第三季度报告 证券代码：301153 证券简称：中科江南 公告编号：2025-097 北京中科江南信息技术股份有限公司 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.董事会及董事、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 北京中科江南信息技术股份有限公司 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 | | | | 单位：元 | | --- | --- | --- | --- | | 项目 | 本报告期金额 | 年初至报告期期末金额 | 说明 | | 非流动性资产处置损益（包括已计提资产减值 | 565.83 | -1,760.77 | | | 准备的冲销部分） | | | | | 计入当期损益的政府补 ...

Group 1 - The core point of the article is the announcement of the procurement results for the electronic payment system project by the Agricultural Bank of China, Shanxi Branch, which was awarded to Beijing Zhongke Jiangnan Information Technology Co., Ltd. [1][2] - The project involves the construction of an electronic payment system for centralized treasury payments and electronic management of fiscal special accounts [1][2]. - The winning bid amount for the project is 35,000,455,00 [2]. Group 2 - Beijing Zhongke Jiangnan Information Technology Co., Ltd. has made investments in 12 enterprises and participated in 6,870 bidding projects [1]. - The company holds 114 trademark registrations, 59 patents, and 161 copyright registrations, along with 7 administrative licenses [1].

Core Viewpoint - Zhongke Jiangnan (301153) has shown a slight increase in stock price but faces significant challenges in financial performance, with declining revenues and profits [1][3]. Financial Performance - As of the mid-2025 report, the company reported a main revenue of 240 million yuan, a year-on-year decrease of 33.98% [3]. - The net profit attributable to shareholders was -48.45 million yuan, down 246.75% year-on-year [3]. - The second quarter of 2025 saw a single-quarter main revenue of 154 million yuan, also down 33.86% year-on-year [3]. - The company has a debt ratio of 21.47% and reported financial expenses of -14.20 million yuan [3]. Market Position - The total market value of Zhongke Jiangnan is 7.802 billion yuan, which is below the industry average of 13.377 billion yuan, ranking 81st out of 195 in the software development sector [3]. - The company has a negative price-to-earnings ratio of -80.51, indicating ongoing financial difficulties [3]. - The gross profit margin stands at 53.69%, which is above the industry average of 44.34%, ranking 62nd out of 195 [3]. Capital Flow - On October 27, 2025, the stock closed at 22.11 yuan, with a slight increase of 0.14% [1]. - The net outflow of main funds was 373,300 yuan, accounting for 0.74% of the total transaction amount [2]. - Retail investors experienced a net outflow of 2.06 million yuan, representing 4.1% of the total transaction amount [1][2].

Core Viewpoint - The company, Zhongke Jiangnan, is actively engaging with investors and addressing their concerns, particularly regarding its market value management and governance structure [2][3]. Group 1: Company Performance - As of October 21, 2025, Zhongke Jiangnan's stock closed at 21.56 yuan, reflecting a 0.56% increase with a turnover rate of 0.78% and a trading volume of 25,700 shares, amounting to a transaction value of 55.23 million yuan [1]. - On the same day, the net outflow of institutional funds was 8.56 million yuan, while retail investors saw a net inflow of 6.72 million yuan [4][5]. Group 2: Corporate Governance - The company’s secretary has been responsive to investor inquiries, having addressed 43 questions on the interactive platform over 17 trading days, regardless of the relevance to the company's operations [2]. - The company has established a "Market Value Management System" to comply with national regulations regarding state-owned enterprises [2]. - The board and management are focused on high-quality sustainable development and are addressing short-term challenges to enhance the company's intrinsic value [3].

Group 1 - The company, Zhongke Jiangnan (301153.SZ), announced on October 20 that its core products have completed mainstream domestic adaptation certification for the Xinchuang (信创) industry [1] - The company has achieved mutual recognition and obtained adaptation certificates in collaboration with ecosystem partners such as Huawei and Kirin, continuously enhancing its full-stack adaptation capabilities for Xinchuang [1] Group 2 - An investor inquired about the company's progress in achieving comprehensive domestic production of core hardware and software for Xinchuang-related products, as well as the use of domestic components during the adaptation process [3] - The company previously mentioned completing the integration of budget management in Liaoning Province as part of its Xinchuang transformation, establishing a technology platform compatible with mainstream domestic software and hardware [3]

Core Viewpoint - The company has signed a strategic cooperation agreement with Huawei to focus on key industries such as finance and healthcare, aiming to explore innovative application scenarios and support digital transformation in these sectors [1] Group 1: Strategic Cooperation - The core intention of the deep cooperation between the company and Huawei is to leverage the company's experience in financial information technology along with Huawei's strengths in cloud and big data to achieve mutual benefits [1] - The strategic cooperation agreement emphasizes the exploration of innovative applications in finance and healthcare, indicating a commitment to ongoing collaboration in these areas [1] Group 2: Business Development - The company is progressing steadily according to its established development strategy, with specific business updates to be disclosed through designated media channels [1]

投资者您好，公司紧密跟踪数字货币等前沿技术的更新迭代与创新应用，结合自身技术和研发能力，围 绕核心客户的业务需求推进项目实施和技术应用落地。查看更多董秘问答>> 投资者提问： 董秘您好！公司深耕数字人民币领域，已在多地区实现国库资金支付等政务场景应用 ，并参与税务电 子凭证试点。请问公司是否计划联合国家税务部门，进一步推广政务领域数字人民币支付？结合控股股 东资源整合预期 ，未来如何推动技术在国内外多领域落地应用？ 董秘回答(中科江南SZ301153)： 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 ...

Core Viewpoint - The company is positioned as a leader in financial information technology, leveraging its state-owned shareholder and participation in digital currency initiatives to enhance its service offerings and support national economic policies [1] Group 1: Company Initiatives - The company is advancing the integration of "AI + scenarios" through projects like the management system for poverty alleviation and rural revitalization funds in Gansu Province [1] - It is actively involved in promoting efficient and secure use of fiscal funds, ensuring effective connection between poverty alleviation and rural revitalization efforts [1] - The company has developed an electronic payment and closed-loop management system for agricultural subsidies, improving the accuracy and success rate of fund distribution [1] Group 2: Future Plans and Market Engagement - The company is cooperating with relevant departments to enhance public service quality in healthcare, promoting its products and services from major hospitals to grassroots health institutions [1] - There are plans to expand the application of digital currency in various payment scenarios, including public services and daily consumer spending, in response to national calls for digital economy development [1]

Group 1 - Company stock closed at 22.12 yuan on October 16, 2025, down 1.21% with a turnover rate of 0.68% and a trading volume of 22,300 shares, amounting to a transaction value of 49.335 million yuan [1] - The company is recognized as a leader in fiscal and tax digitalization, with advanced technology in electronic payments and integrated budget management covering multiple provincial and municipal financial units [2] - The company has received suggestions from investors regarding enhancing capital operations and strategic mergers and acquisitions to promote rapid development [2] Group 2 - On October 16, the net inflow of main funds was 2.0888 million yuan, while speculative funds saw a net inflow of 2.3333 million yuan, indicating a positive short-term market sentiment [3] - Retail investors experienced a net outflow of 4.422 million yuan on the same day, suggesting a divergence in investment behavior among different investor types [3]