Core Viewpoint - Zhongke Jiangnan (301153) has experienced a decline in stock price and significant changes in capital flow, indicating potential challenges in its financial performance and market perception [1][2]. Financial Performance - As of December 4, 2025, Zhongke Jiangnan's stock closed at 19.68 yuan, down 1.11% with a trading volume of 22,000 hands and a transaction amount of 43.44 million yuan [1]. - The company reported a total revenue of 364 million yuan for the first three quarters of 2025, a year-on-year decrease of 26.28% [3]. - The net profit attributable to shareholders was -64.24 million yuan, a year-on-year decline of 1048.15% [3]. - The third quarter of 2025 saw a single-quarter revenue of 124 million yuan, down 4.66% year-on-year, while the net profit for the same period was -15.80 million yuan, an increase of 39.78% year-on-year [3]. Capital Flow Analysis - On December 4, 2025, the net inflow of main funds was 403,900 yuan, accounting for 0.93% of the total transaction amount, while retail investors saw a net inflow of 3.31 million yuan, representing 7.61% of the total [1][2]. - Over the past five days, the stock has seen fluctuating capital flows, with significant net outflows from speculative funds on December 3 and December 2 [2]. Industry Positioning - Zhongke Jiangnan's total market value is 6.944 billion yuan, which is below the industry average of 12.329 billion yuan, ranking 87 out of 195 in its sector [3]. - The company's net profit margin stands at -17.94%, compared to the industry average of -10.8%, indicating weaker profitability [3]. - The company has a gross margin of 53.19%, which is above the industry average of 43.84%, ranking 61 out of 195 [3]. Analyst Ratings - In the last 90 days, one institution has given a buy rating for Zhongke Jiangnan, with a target average price of 26.07 yuan [4].

Group 1 - Guangzhou Digital Technology Group held an investor conference on December 3, 2023, focusing on becoming a leading enterprise in digital technology through ecological integration [1] - The conference featured over 150,000 online viewers and included participation from five listed companies under the group [1] - The Vice Director of the State-owned Assets Supervision and Administration Commission of Guangzhou praised the group's contributions to the city's digital economy and innovation [1] Group 2 - The Chairman of Guangzhou Digital Technology Group emphasized a dual-driven strategy of "real economy + capital," focusing on technological innovation and capital operation [1] - The group aims to accelerate its layout in artificial intelligence, data elements, digital security, digital health, digital transportation, and digital finance [1] - The group is committed to being a responsible shareholder and promoting the collaborative development of its five listed companies [1] Group 3 - During the roadshow, various companies shared their business focuses and strategic layouts, including AI applications in finance and smart city solutions [2] - Guangzhou Yuntong Group is pursuing breakthroughs in AI, focusing on AI + financial technology, smart transportation, and other sectors [2] - Beijing Zhongke Jiangnan is enhancing fiscal management through AI and expanding its services in government fund management [2] Group 4 - Guangzhou Haige Communication aims to enhance high-end manufacturing and modern services by focusing on new production capabilities and combat capabilities [2] - Guangzhou Jiliang Testing Group is targeting emerging industries like aerospace and satellite internet, providing comprehensive quality assurance services [2] - Guangzhou Guangha Communication is consolidating its advantages in intelligent command and dispatch systems [3] Group 5 - The interactive session allowed investors to discuss topics such as technology research and development, market expansion, and performance growth with company management [3] - The atmosphere during the Q&A session was lively, indicating strong investor interest and engagement [3]

Core Insights - Guangzhou Digital Technology Group held an investor conference focusing on becoming a leading enterprise in digital technology integration, with participation from five listed companies [1] - The conference featured a hybrid format of online streaming and offline presentations, attracting over 150,000 online viewers [1] Group 1: Company Strategies - The chairman of Guangzhou Digital Technology Group emphasized a dual-driven strategy of "real economy + capital," focusing on technological innovation and capital operation to accelerate the layout in AI, digital finance, and other future industries [2] - Each listed company presented their business focuses and strategic layouts, with Guangdian Yuntong highlighting its "AI in All" strategy, aiming to lead in AI applications within financial technology and smart transportation [2] - Zhongke Jiangnan is leveraging electronic solutions to enhance fiscal management and expand into healthcare and electronic voucher sectors [2] Group 2: Industry Focus Areas - Haige Communication is targeting the development of new productivity in aerospace and communication sectors, including 6G and smart ocean technologies, to enhance high-end manufacturing and modern services [3] - Guangdian Measurement is focusing on quality assurance services in emerging industries like aerospace and satellite internet, aligning with national quality strategies [3] - Guangha Communication aims to strengthen its position in intelligent command and dispatch systems through a reliable communication network and intelligent services [3]

证券日报网讯 12月3日，中科江南在互动平台回答投资者提问时表示，截至11月28日合并普通账户和融 资融券信用账户的持有人数为21459户。 （文章来源：证券日报） ...

证券代码：301153 证券简称：中科江南 北京中科江南信息技术股份有限公司 投资者关系活动记录表 编号：2025-03 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 路演活动 | | 类别 | □现场参观 | | | 其他线上直播 | | 参与单位名称及 | 国金证券李忠宇、东方证券浦俊懿、中金公司童思艺、申万宏 | | 人员姓名 | 源曹峥等 112 人现场参与广州数字科技集团 2025 年投资者集 | | | 体交流会，会议采用线上直播与线下路演结合的形式进行。 | | 时间 2025 | 年 12 月 03 日 | | 地点 | 广电平云广场 | | 上市公司接待人 | 董事长 罗攀峰 | | 员姓名 | 1、公司情况简介 | | | 答：中科江南自 2011 年成立以来，坚持"数字经济基础 | | | 设施建设者"战略定位，将国家的发展和企业自身战略规划紧 | | | 密结合，参与建立了多项国家级核心标准和服务体系，积累了 | | 投资者关系活动 | 丰富的行业经验与资源，坚持高点布局覆盖全国的业 ...

Core Viewpoint - Zhongke Jiangnan (301153) has experienced a decline in stock price and significant net outflow of main funds, indicating potential challenges in market sentiment and financial performance [1][2]. Financial Performance - As of the third quarter of 2025, Zhongke Jiangnan reported a main revenue of 364 million yuan, a year-on-year decrease of 26.28% [3]. - The net profit attributable to shareholders was -64.249 million yuan, reflecting a year-on-year decline of 1048.15% [3]. - The company’s gross margin stands at 53.19%, which is higher than the industry average of 43.84% [3]. - The net profit margin is -17.94%, worse than the industry average of -10.8% [3]. Stock Performance - On December 2, 2025, the stock closed at 20.49 yuan, down 2.34% with a trading volume of 38,100 hands and a total transaction amount of 78.302 million yuan [1]. - The stock has seen a net outflow of main funds amounting to 9.0586 million yuan, which is 11.57% of the total transaction amount on the same day [1][2]. Industry Ranking - Zhongke Jiangnan's total market value is 7.23 billion yuan, ranking 87th out of 195 in the software development industry [3]. - The company has a price-to-earnings ratio (P/E) of -84.4, significantly lower than the industry average of 121.28 [3]. - The return on equity (ROE) is -3.74%, ranking 131st out of 195 in the industry [3]. Analyst Ratings - In the last 90 days, one institution has given a buy rating for Zhongke Jiangnan, with a target average price of 26.07 yuan [4].

Core Viewpoint - Zhongke Jiangnan (301153) experienced a decline in stock price, closing at 21.18 yuan on November 26, 2025, with a drop of 1.99% [1] Group 1: Stock Performance and Trading Data - On November 26, 2025, the stock had a turnover rate of 0.82%, with a trading volume of 26,900 hands and a transaction amount of 57.81 million yuan [1] - The net outflow of main funds was 211,700 yuan, accounting for 0.37% of the total transaction amount, while retail investors saw a net outflow of 192,480 yuan, representing 3.33% of the total [1] - Over the past five days, the stock's closing prices and net fund flows showed significant fluctuations, with a notable net outflow of 1,557,490 yuan on November 24, 2025 [2] Group 2: Financial Performance and Industry Comparison - For the first three quarters of 2025, Zhongke Jiangnan reported a main revenue of 364 million yuan, a year-on-year decrease of 26.28%, and a net profit attributable to shareholders of -64.249 million yuan, down 1,048.15% [3] - The company's gross profit margin stood at 53.19%, which is higher than the industry average of 43.84%, while its net profit margin was -17.94%, worse than the industry average of -10.8% [3] - The total market value of Zhongke Jiangnan is 7.473 billion yuan, which is below the industry average of 12.873 billion yuan, ranking 86 out of 195 in the software development sector [3] Group 3: Analyst Ratings and Price Targets - In the last 90 days, one institution has given a buy rating for Zhongke Jiangnan, with an average target price of 26.07 yuan [4]

Core Viewpoint - Zhongke Jiangnan announced that its major shareholder, Tianjin Zhongzhi Soft Science Information Technology Center (Limited Partnership), has reduced its stake by 2,123,000 shares, representing 0.6% of the total share capital, triggering a change in equity that touches the 1% integer threshold [1]. Summary by Relevant Sections - Shareholder Activity - The major shareholder holds 40,408,657 shares, accounting for 11.45% of the total share capital [1]. - The reduction of 2,123,000 shares was executed through centralized bidding and block trading [1].

证券代码：301153 证券简称：中科江南 公告编号：2025-098 北京中科江南信息技术股份有限公司董事会 2025 年 11 月 25 日 公司股东天津众志软科信息技术中心（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信息披露的内容与信息披露义务人提供的信息 一致。 北京中科江南信息技术股份有限公司（以下简称"公司"）于 2025 年 9 月 23 日在巨潮资讯网（www.cninfo.com.cn）披露了《关于持股 5%以上股东减持股 份的预披露公告》（公告编号：2025-096），持有公司股份 40,408,657 股（占公 司总股本比例 11.45%）的大股东天津众志软科信息技术中心（有限合伙）（以下 简称"众志软科"）计划在减持计划公告之日起 15 个交易日后的 3 个月内（即 2025 年 10 月 23 日至 2026 年 1 月 22 日）以集中竞价或大宗交易方式减持本公 司股份合计不超过 6,104,315 股（占本公司总股本比例不超过 1.73%），以集中 竞价交易方式减持的，在任意连续 90 个自然日内减持股 ...

Core Viewpoint - Zhongke Jiangnan (301153) has shown a mixed performance in recent trading, with a notable increase in stock price but significant net losses reported in financial results [1][3]. Group 1: Stock Performance - As of November 24, 2025, Zhongke Jiangnan's stock closed at 21.58 yuan, up 3.85% with a turnover rate of 1.25% and a trading volume of 41,200 hands, resulting in a transaction amount of 87.96 million yuan [1]. - The net outflow of main funds on November 24 was 15.57 million yuan, accounting for 17.71% of the total transaction amount, while retail investors saw a net inflow of 15.79 million yuan, representing 17.96% of the total [1][2]. Group 2: Financial Performance - For the first three quarters of 2025, Zhongke Jiangnan reported a main revenue of 364 million yuan, a year-on-year decrease of 26.28%, and a net profit attributable to shareholders of -64.24 million yuan, down 1048.15% [3]. - The company's third-quarter results showed a single-quarter main revenue of 124 million yuan, a decline of 4.66%, and a net profit of -15.80 million yuan, an increase of 39.78% year-on-year [3]. - The company has a debt ratio of 21.8% and a gross profit margin of 53.19%, which is higher than the industry average of 43.84% [3]. Group 3: Industry Comparison - Zhongke Jiangnan's total market value is 7.615 billion yuan, below the software development industry average of 12.834 billion yuan, ranking 85 out of 195 [3]. - The company's price-to-earnings ratio is -88.89, significantly lower than the industry average of 126.23, indicating challenges in profitability [3]. - The net profit margin stands at -17.94%, compared to the industry average of -10.8%, reflecting weaker financial health [3]. Group 4: Analyst Ratings - In the last 90 days, one institution has given a buy rating for Zhongke Jiangnan, with an average target price of 26.07 yuan [4].