BESTWAY INTELLIGENCE(301195)

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北路智控:公司已于2025年初投资入股北京瀚巍创芯电子技术有限公司
Zheng Quan Ri Bao Zhi Sheng· 2025-10-10 10:39
证券日报网讯 北路智控10月10日在互动平台回答投资者提问时表示,公司已于2025年初投资入股北京 瀚巍创芯电子技术有限公司,目前持有其4.97%的股份。其中UWB芯片有针对矿山等特殊工况设计,具 备能耗和性能上的定制化优势有一定的稀缺性,对于在基础功能上提升我司产品的竞争力有帮助。 (编辑 袁冠琳) ...
北路智控:截至2025年9月30日,公司股东人数为10888户
Zheng Quan Ri Bao Wang· 2025-10-10 07:43
证券日报网讯北路智控(301195)10月10日在互动平台回答投资者提问时表示,截至2025年9月30日, 公司股东人数为10888户。 ...
北路智控:截至9月20日公司股东人数为10716户
Zheng Quan Ri Bao Wang· 2025-09-23 10:43
证券日报网讯北路智控(301195)9月23日在互动平台回答投资者提问时表示,截至9月20日,公司股东 人数为10716户。 ...
北路智控(301195.SZ)和摩尔线程暂无合作
Ge Long Hui· 2025-09-23 07:44
格隆汇9月23日丨北路智控(301195.SZ)在互动平台表示,截至目前,公司和摩尔线程暂无合作。 ...
北路智控:截至2025年8月底公司股东人数为10222户
Zheng Quan Ri Bao Wang· 2025-09-08 09:46
证券日报网讯北路智控(301195)9月8日在互动平台回答投资者提问时表示,截至2025年8月底,公司 股东人数为10222户。目前公司经营正常,不存在应披露而未披露的重大风险情形。 ...
北路智控:公司智能驾驶产品主要包括矿山智能驾驶车辆、智能驾驶系统及云控平台等
Mei Ri Jing Ji Xin Wen· 2025-09-08 03:55
Group 1 - The company is actively expanding its smart mining business, offering products that include smart communication, monitoring, centralized control, and equipment support systems [2] - The company's products cover various types of mines, including coal, gold, phosphate, copper, iron, lead-zinc, and gypsum mines [2] - The smart driving products mainly consist of intelligent mining vehicles, smart driving systems, and cloud control platforms, targeting underground coal mines and various non-coal underground mines [2] Group 2 - The underground unmanned driving scenarios have high technical and qualification requirements, resulting in relatively limited competition [2] - For operational and financial data, the company advises referring to its official announcements [2]
北路智控(301195) - 华泰联合证券有限责任公司关于南京北路智控科技股份有限公司2025年半年度跟踪报告
2025-09-05 09:30
华泰联合证券有限责任公司 关于南京北路智控科技股份有限公司 2025 年半年度跟踪报告 | 保荐人名称:华泰联合证券有限责任公司 | 被保荐公司简称:北路智控 | | --- | --- | | 保荐代表人姓名:陈晓锋 | 联系电话:025-83387757 | | 保荐代表人姓名:钟超 | 联系电话:025-83387757 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | (1)是否及时审阅公司信息披露文件 | 是 | | (2)未及时审阅公司信息披露文件的次数 | 次 0 | | 2.督导公司建立健全并有效执行规章制度的 | | | 情况 | | | (1)是否督导公司建立健全规章制度(包括 | | | 但不限于防止关联方占用公司资源的制度、 | 是 | | 募集资金管理制度、内控制度、内部审计制 | | | 度、关联交易制度) | | | (2)公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | (1)查询公司募集资金专户次数 | 每月 1 次 | | (2)公司募集资金项目进展是否与信息披露 | 是 | ...
北路智控8月29日获融资买入766.64万元,融资余额8697.01万元
Xin Lang Zheng Quan· 2025-09-01 02:17
8月29日,北路智控跌0.77%,成交额6793.99万元。两融数据显示,当日北路智控获融资买入额766.64 万元,融资偿还1115.39万元,融资净买入-348.75万元。截至8月29日,北路智控融资融券余额合计 8697.01万元。 截至8月10日,北路智控股东户数1.19万,较上期增加15.19%;人均流通股7401股,较上期增加 53.38%。2025年1月-6月,北路智控实现营业收入4.65亿元,同比减少6.61%;归母净利润7013.28万元, 同比减少15.65%。 分红方面,北路智控A股上市后累计派现2.53亿元。 机构持仓方面,截止2025年6月30日,北路智控十大流通股东中,易方达新丝路混合(001373)位居第 九大流通股东,持股55.84万股,为新进股东。富国新活力灵活配置混合A(004604)退出十大流通股东 之列。 责任编辑:小浪快报 融资方面,北路智控当日融资买入766.64万元。当前融资余额8697.01万元,占流通市值的1.82%,融资 余额低于近一年50%分位水平,处于较低位。 融券方面,北路智控8月29日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额 ...
北路智控:营业收入和净利润主要受煤价周期性影响,同比下滑
Zheng Quan Ri Bao Wang· 2025-08-27 10:43
Core Viewpoint - The company's operating revenue and net profit have declined year-on-year, primarily due to the cyclical nature of coal prices [1] Group 1: Financial Performance - The company's operating revenue and net profit are significantly affected by the cyclical fluctuations in coal prices, leading to a year-on-year decline [1] Group 2: Innovation and Technology - The company emphasizes research and development innovation, focusing on maintaining the competitiveness of its products through new industrial internet technologies such as 5G, AI, and software [1] - Recent or completed technologies include intelligent driving, a 5G-based dispatch system, UWB high-precision positioning, and an AI video analysis-based safety monitoring system for mining [1]
招商研究一周回顾(0815-0822)





CMS· 2025-08-22 15:25
Macro Insights - The economic growth rate in August is expected to be supported by exports and consumption policies, despite a significant slowdown in the real estate sector, with a target of 5% annual growth remaining achievable [1][15][12] - The industrial added value in July grew by 5.7% year-on-year, with the manufacturing sector showing resilience, particularly in high-tech products and equipment manufacturing [12][13] - Fixed asset investment growth slowed to 1.6% year-on-year in the first seven months, primarily due to a decline in real estate investment, which fell by 12% [13][14] Strategy Insights - Current channels for resident capital entering the market include increasing financing balances and active personal investor accounts, leading to a positive feedback loop in the market [2] - The "anti-involution" market trend can be analyzed through policy expectations and real-world transmission, indicating a shift from theme-driven to profit-driven market dynamics [2] - The technology and small-cap sectors are expected to continue outperforming as more external funds enter the market [2] Industry Reports - The consumer electronics sector is anticipated to see significant opportunities with the upcoming release of new products, particularly in AI-related applications [8] - The coal mining industry is experiencing a continuous improvement in fundamentals, with the price of thermal coal expected to rise [8] - The healthcare sector, particularly innovative drugs, is projected to maintain a positive outlook due to improved profitability [8]