Financial Performance - The company reported total revenue of 465 million yuan for the first half of 2025, a decrease of 6.61% year-on-year [1] - The net profit attributable to shareholders was 70.13 million yuan, down 15.65% compared to the previous year [1] - In Q2 2025, total revenue was 216 million yuan, reflecting a decline of 20.72% year-on-year, while net profit for the quarter was 28.19 million yuan, a decrease of 39.46% [1] - The gross margin improved to 44.4%, an increase of 7.33% year-on-year, while the net margin decreased to 15.1%, down 9.68% [1] Accounts Receivable and Cash Flow - Accounts receivable increased significantly, with a year-on-year growth of 31.7%, reaching 467 million yuan [1] - The net cash flow from operating activities saw a drastic decline of 121.15%, attributed to reduced collections [3] - The company reported a negative operating cash flow per share of -0.1 yuan, a decrease of 121.06% year-on-year [1] Financial Ratios and Metrics - The total of selling, administrative, and financial expenses amounted to 68.24 million yuan, accounting for 14.69% of revenue, which is an increase of 6.29% year-on-year [1] - The return on invested capital (ROIC) for the previous year was 8.02%, indicating average capital returns [3] - The company's net profit margin for the previous year was 17.82%, suggesting high added value for its products or services [3] Fund Holdings - The largest fund holding in the company is the Manulife Reverse Strategy Mixed Fund, which holds 38,300 shares and has recently entered the top ten holdings [4] - The fund has a current scale of 102 million yuan and has seen a 29.87% increase over the past year [4]

Group 1 - The stock price of Beilu Zhikong (301195.SZ) closed at 37.55 yuan, down 4.65%, currently below the issue price [1] - Beilu Zhikong was listed on the Shenzhen Stock Exchange's ChiNext on August 1, 2022, with an issuance of 21,920,290 shares, accounting for 25% of the post-issue total share capital, at an issue price of 71.17 yuan per share [1] - The total funds raised by Beilu Zhikong amounted to 156,006.70 million yuan, with a net amount of 143,080.79 million yuan after deducting issuance costs of 12,925.92 million yuan [1] Group 2 - The net amount raised was 82,244.07 million yuan more than the original plan of 60,836.72 million yuan, which was intended for the construction of intelligent mining equipment production lines, the establishment of an intelligent mining R&D center, and to supplement working capital [1] - The total issuance costs (excluding tax) were 12,925.92 million yuan, with Huatai United Securities receiving underwriting and sponsorship fees of 10,920.47 million yuan [1] - The 2022 annual profit distribution plan was approved at the shareholders' meeting on May 8, 2023, with a cash dividend of 9 yuan per 10 shares, totaling 78,913,044 yuan, and a capital reserve conversion of 5 shares for every 10 shares [2]

Group 1 - The company did not distribute cash dividends, issue bonus shares, or increase capital from reserves during the reporting period [2] - There were no changes in the controlling shareholder or actual controller during the reporting period [3] - The company has no preferred shareholders or related holdings during the reporting period [3] Group 2 - All directors attended the board meeting that reviewed the report [1] - The company does not require retrospective adjustments or restatements of previous accounting data [2] - There are no significant changes in the number of shareholders or their holdings [2]

Group 1 - The company, Beilu Zhikong, announced the approval of multiple proposals during the 14th meeting of its second supervisory board, including the proposal for the "2025 Semi-Annual Report and its Summary" [2]

Group 1 - The company, Beilu Zhikong, announced the approval of several proposals during the 19th meeting of its second board of directors, including the increase of expected daily related transactions for the year 2025 [2]

Core Viewpoint - Beilu Zhikong (301195.SZ) reported a decline in both revenue and net profit for the first half of the year, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for the first half of the year was 465 million yuan, a year-on-year decrease of 6.61% [1] - The net profit attributable to shareholders of the listed company was 70.13 million yuan, down 15.65% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 62.45 million yuan, reflecting a year-on-year decline of 9.44% [1]

Core Viewpoint - The company reported a decline in both revenue and net profit for the first half of 2025 compared to the previous year [1] Financial Performance - The company achieved an operating income of 465 million yuan, representing a year-on-year decrease of 6.61% [1] - The net profit attributable to shareholders of the listed company was 70.13 million yuan, down 15.65% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 62.45 million yuan, a decrease of 9.44% year-on-year [1] - The basic earnings per share were 0.53 yuan [1]

Core Viewpoint - The company reported a decline in both revenue and net profit for the first half of 2025 compared to the previous year [1] Financial Performance - The company achieved an operating revenue of 465 million yuan, representing a year-on-year decrease of 6.61% [1] - The net profit attributable to shareholders of the listed company was 70.13 million yuan, down 15.65% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 62.45 million yuan, a decrease of 9.44% year-on-year [1] - The basic earnings per share were 0.53 yuan [1]

Core Viewpoint - The company, Nanjing Beilu Zhikong Technology Co., Ltd., has announced a plan to utilize part of its idle funds for financial investments, aiming to enhance returns while maintaining operational stability [2]. Financial Strategy - The company will use up to RMB 760 million of its idle self-owned funds to purchase various financial products, including those issued by banks, fund companies, securities companies, insurance companies, or trust companies [2]. - The investment period for these financial products will not exceed 12 months, ensuring high safety and liquidity [2]. - The company has the flexibility to reinvest the returns from these financial products, with the total reinvestment amount remaining within the approved limit [2]. Governance - The decision was made during the 19th meeting of the second board of directors held on August 15, 2025, and does not require approval from the shareholders' meeting [2].

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 增加 2025 年度日常关联交易预计的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券""保荐机构"或"保荐 人"）作为南京北路智控科技股份有限公司（以下简称"北路智控"、"公司"）首 次公开发行股票并在创业板上市持续督导阶段的保荐人，根据《证券发行上市保 荐业务管理办法》《深圳证券交易所创业板股票上市规则》及《深圳证券交易所 上市公司自律监管指引第 2 号——创业板上市公司规范运作》等有关规定，对北 路智控增加关联交易预计事项进行了审慎核查，具体核查情况如下： 一、日常关联交易基本情况 （一）2025年度日常关联交易概述 1、南京北路智控科技股份有限公司于2024年12月24日召开第二届董事会审 计委员会第十次会议、第二届董事会第十四次会议和第二届监事会第十一次会议， 分别审议通过了《关于2025年度日常关联交易预计的议案》，公司预计2025年度 与关联方中创智领（郑州）工业技术集团股份有限公司（原名称：郑州煤矿机械 集团股份有限公司，以下简称"中创智领"）及其控制的公司日常性销售商品关 联交易发生额不超过10,000万元，其中与中创智领 ...