Core Viewpoint - Beilu Zhikong, established in 2007 and listed on the Shenzhen Stock Exchange in 2022, is a leading provider of integrated information and intelligent solutions for smart mining in China, with a comprehensive advantage across the entire industry chain [1] Group 1: Business Performance - In Q3 2025, Beilu Zhikong reported revenue of 711 million yuan, ranking 37th in the industry, with the industry average at 1.712 billion yuan [2] - The net profit for the same period was 105 million yuan, ranking 16th in the industry, with the industry average net profit at 26.43 million yuan [2] - Revenue decreased by 13% year-on-year, and net profit decreased by 25% year-on-year in the first three quarters of 2025 [5] Group 2: Financial Ratios - As of Q3 2025, the debt-to-asset ratio was 13.52%, lower than the industry average of 31.94% [3] - The gross profit margin for Q3 2025 was 44.37%, an increase from 42.78% in the previous year, and higher than the industry average of 41.71% [3] Group 3: Management and Shareholder Information - The chairman and general manager, Yu Shengli, received a salary of 1.1467 million yuan in 2024, a decrease of 115,300 yuan from 2023 [4] - As of September 30, 2025, the number of A-share shareholders increased by 1.61% to 10,900, with an average holding of 8,053.8 shares, a decrease of 1.60% [5] Group 4: Future Outlook - The company plans to invest 600 million yuan to establish a smart mining driving industrialization base project, which is expected to drive new growth [5][6] - The underground unmanned driving business is expanding, with successful development and initial acceptance of projects in collaboration with Shaanxi Coal Group and Xingfa Group [6]

Core Insights - Beilu Zhikong (301195) responded to investor inquiries on October 29, indicating that Anke Xun is an investment company in which Beilu Zhikong holds shares [1] - Anke Xun's product focus includes three main areas: wireless public networks, wireless private networks (including emergency communication), and information security [1] - The company primarily offers self-developed products such as 4G, 5G, and Mesh products, with no current applications of quantum technology [1]

Group 1 - The company currently does not have any research or applications in quantum technology [2] - The company will continue to monitor developments in quantum communication technology [2]

Core Insights - The company has invested in Guangzhou Aipu Road Network Technology Co., Ltd. since 2021, focusing on satellite navigation and communication solutions [2] - Aipu Road specializes in high-performance core network solutions designed for low Earth orbit satellite communication, enabling global connectivity with high speed and low latency [2] - The technology supports both 5G/4G access and integrates terrestrial and space-based networks, making it applicable in remote communication, emergency communication, maritime, and aviation scenarios [2] Technology Development - Aipu Road has successfully developed key technologies for integrated satellite-ground core networks, including a full range of core network elements such as AMF, SMF, and UDM [2] - The company provides support for satellite-ground integrated communication systems for institutions like the Shanghai Small Satellite Research Institute [2] - In September 2025, Aipu Road will showcase its independently developed "million-level 4/5G + integrated space-ground communication" solution at the Beijing International Communication Exhibition, highlighting its technological advancements and product capabilities [2]

Group 1 - The core point of the article is that Beilu Zhikong (301195.SZ) reported its Q3 2025 results, revealing a decrease in institutional investor holdings [1] - As of October 23, 2025, five institutional investors held a total of 17.0467 million shares of Beilu Zhikong, accounting for 12.91% of the total share capital [1] - The institutional holding ratio decreased by 2.82 percentage points compared to the previous quarter [1] Group 2 - The report mentions that 115 public funds were not disclosed in this period compared to the previous quarter, including notable funds such as E Fund New Silk Road Mixed and Huashang Credit Enhanced Bond A [1]

Core Viewpoint - The company, Beilu Zhikong (301195), has appointed Ms. Jiang Tingting as the securities affairs representative, as announced on October 23 [1] Company Summary - Beilu Zhikong has received approval from its board of directors for the appointment of Ms. Jiang Tingting [1]

Core Viewpoint - The company reported a decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue for the first three quarters was 711 million yuan, representing a year-on-year decrease of 12.63% [1] - The net profit attributable to shareholders of the listed company was 105 million yuan, down 25.38% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 93.36 million yuan, a decrease of 21.78% year-on-year [1] - The basic earnings per share were 0.79 yuan [1]

Group 1 - The core point of the article is that Beilu Zhikong (SZ 301195) held its 20th meeting of the second board on October 22, 2025, to discuss the reappointment of the accounting firm and other documents [1] - For the first half of 2025, Beilu Zhikong's revenue composition shows that intelligent mining accounted for 97.92%, while other businesses contributed 2.08% [1] - As of the report date, Beilu Zhikong has a market capitalization of 4.6 billion yuan [1] Group 2 - The article also mentions a notable figure who has re-emerged after five years, transitioning from a monthly salary of 5,000 yuan to becoming the co-president of a company valued at 100 billion yuan [1]

Group 1 - The company, Beilu Zhikong, announced the appointment of Ms. Jiang Tingting as the securities affairs representative [1] - For the first half of 2025, Beilu Zhikong's revenue composition is 97.92% from intelligent mining and 2.08% from other businesses [1] - As of the report, Beilu Zhikong has a market capitalization of 4.6 billion yuan [1]

第一条 为规范南京北路智控科技股份有限公司（以下简称"公司"）的投融资 行为，加强公司内部控制，防范投融资风险，保障投融资金安全，提高经济效益， 维护公司投资者的利益，依照《中华人民共和国公司法》（以下简称"《公司 法》"）、《深圳证券交易所创业板股票上市规则》（以下简称"《上市规则》"） 等法律、法规、规范性文件和《南京北路智控科技股份有限公司章程》（以下简称 "《公司章程》"）的有关规定，结合公司实际情况，制定本制度。 南京北路智控科技股份有限公司 对外投融资管理制度 第一章 总则 第二条 本制度适用于公司及控股子公司（以下称"子公司"）、分公司的一切 投资和融资行为。 公司控股子公司对外投资的，需根据本制度确定的决策权限经公司批准后，再 由该控股子公司依其内部决策程序批准后实施。 法律、法规、规范性文件和中国证券监督管理委员会（下称"中国证监会"）、 公司股票挂牌交易的证券交易所有特殊规定的事项，均按照相关规定及制度执行。 第三条 本制度所称投资是指公司依据中长期发展战略规划，新设公司、收购 股权、收购或出售资产、兼并、股票、债券等对外投资和固定资产投资及其他一切 法律、法规允许的对外投资行为。 第四条 ...