资料显示，江苏通行宝智慧交通科技股份有限公司位于江苏省南京市建邺区江东中路399号紫金金融中 心A2幢27-30层，成立日期2016年11月2日，上市日期2022年9月9日，公司主营业务涉及主要以ETC为载 体的智慧交通电子收费业务,以云技术为平台的智慧交通运营管理系统业务,智慧交通衍生业务。主营业 务收入构成为：智慧交通电子收费业务50.59%，智慧交通运营管理系统业务46.36%，智慧交通生态业 务3.05%。 截至9月30日，通行宝股东户数1.92万，较上期减少5.97%；人均流通股8765股，较上期增加6.35%。 2025年1月-9月，通行宝实现营业收入6.12亿元，同比增长14.65%；归母净利润1.68亿元，同比增长 0.60%。 1月30日，通行宝跌0.41%，成交额5995.02万元。两融数据显示，当日通行宝获融资买入额357.56万 元，融资偿还777.23万元，融资净买入-419.67万元。截至1月30日，通行宝融资融券余额合计1.23亿 元。 融资方面，通行宝当日融资买入357.56万元。当前融资余额1.23亿元，占流通市值的4.97%，融资余额 低于近一年10%分位水平，处于低位。 ...

格隆汇1月29日丨通行宝(301339.SZ)在投资者互动平台表示，公司已在ETC汽车前装业务方面与特斯拉 建立合作关系，公司将继续关注市场动态，积极把握智慧交通领域的机遇，具体业务影响将取决于市场 实际情况。 ...

现场检查报告 华泰联合证券有限责任公司 关于江苏通行宝智慧交通科技股份有限公司 2025 年现场检查报告 根据中国证监会《证券发行上市保荐业务管理办法》（以下简称《保荐办法》） 和《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等有关法律 法规的要求，华泰联合证券有限责任公司作为江苏通行宝智慧交通科技股份有限 公司（以下简称"通行宝"或"公司"）首次公开发行股票并在创业板上市的保 荐机构，于 2026 年 1 月 15 日对江苏通行宝智慧交通科技股份有限公司 2025 年 度有关情况进行了现场检查，报告如下： | 保荐机构名称：华泰联合证券有限责任公司 | 被保荐公司简称：通行宝 | | | | --- | --- | --- | --- | | 保荐代表人姓名：蒋坤杰 | 联系电话：025-83387757 | | | | 保荐代表人姓名：陈晓锋 | 联系电话：025-83387757 | | | | 现场检查人员姓名：蒋坤杰、钟超 | | | | | 年度 现场检查对应期间：2025 | | | | | 现场检查时间：2026 年 月 日 1 15 | | | | | 一、现场检查事项 现场 ...

深圳证券交易所： 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"） 作为江苏通行宝智慧交通科技股份有限公司（以下简称"通行宝"、"公司"） 首次公开发行股票并在创业板上市的保荐机构，根据《深圳证券交易所上市公司 自律监管指引第 13 号——保荐业务》《深圳证券交易所创业板股票上市规则》 《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》 等法规和规则的相关规定以及通行宝的实际情况，认真履行保荐机构应尽的职责， 对通行宝的董事、高级管理人员、中层管理人员等相关人员进行了有计划、多层 次的后续培训，所培训的内容严格按照中国证券监督管理委员会及深圳证券交易 所有关持续督导的最新要求进行。 培训情况报告 华泰联合证券有限责任公司关于 江苏通行宝智慧交通科技股份有限公司持续督导期 2025年培训情况报告 三、培训成果 通过此次培训，通行宝董事、高级管理人员、控股股东和实际控制人代表、 中层管理人员等相关人员加深了对中国证券监督管理委员会和深圳证券交易所 相关法律、法规以及创业板相关业务规则的理解和认识，学习了上市公司资本运 作的基本知识，了解了近期市场动态，培训取得了良好的效果 ...

股票研究 /[Table_Date] 2026.01.28 [Table_Industry] 计算机 制度闭环叠加 AI 催化，迎接数据要素 "价值释放年" [Table_Invest] 评级： 增持 数据要素"产业观察"系列 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 杨林(分析师) | 021-23183969 | yanglin2@gtht.com | S0880525040027 | | 朱瑶(分析师) | 021-23187261 | zhuyao@gtht.com | S0880526010002 | | 张盛海(研究助理) | 021-23183956 | zhangshenghai@gtht.com | S0880125042247 | 本报告导读： 数据要素制度逐渐形成闭环，AI 大模型和应用激发数据价值飞轮，2026 年数据要素 价值释放和产业开花有望加速。 投资要点： [Table_Report] 相关报告 计算机《计算机周观点第 32 期:上海"十五五" 规划发展 AI，计算机 Q4 持仓历史低位 ...

证券日报网讯 1月21日，通行宝在互动平台回答投资者提问时表示，公司坚持技术创新与资本赋能双轮 驱动，拓展智慧交通业务省外布局，主要通过强化核心产品竞争力及优化资源配置，推动业务模式升级 和市场拓展，优化业务板块盈利能力。未来，公司将结合业务板块及区域需求，灵活采用包括成立合资 公司在内的多元化合作模式，助力新业务稳健发展。 （文章来源：证券日报） ...

（编辑 姚尧） 证券日报网讯 1月21日，通行宝在互动平台回答投资者提问时表示，股价变化受宏观经济环境、资金配 置偏好、市场情绪变化等多重因素影响。公司始终高度重视市值管理工作，通过聚焦核心业务、提升经 营绩效、完善公司治理结构、优化投资者回报机制等综合性举措，促进公司内在价值与市场价值的双向 提升。 ...

Group 1 - The core viewpoint of the news is that Tongxingbao has shown fluctuations in its financing activities and stock performance, with a slight increase in stock price and a notable decrease in net financing buy [1] - As of December 31, Tongxingbao's financing balance is 126 million yuan, accounting for 5.17% of its market capitalization, which is below the 10% percentile level over the past year, indicating a low financing level [1] - The company reported a revenue of 612 million yuan for the first nine months of 2025, representing a year-on-year growth of 14.65%, while the net profit attributable to shareholders increased by 0.60% to 168 million yuan [2] Group 2 - Since its A-share listing, Tongxingbao has distributed a total of 411 million yuan in dividends [3] - As of September 30, 2025, the number of shareholders decreased by 5.97% to 19,200, while the average circulating shares per person increased by 6.35% to 8,765 shares [2] - Notable changes in institutional holdings include Hong Kong Central Clearing Limited reducing its stake by 728,200 shares, while new shareholders include Southern CSI 1000 ETF and Taikang Quality Life Mixed A [3]

Core Viewpoint - Tongxingbao (301339.SZ) announced the establishment of Gandong Technology, which focuses on smart transportation software development, system integration, and intelligent device R&D, positioning itself as a key player in the digital transformation of smart transportation [1] Company Overview - Gandong Technology was founded in November 2005 and is recognized as a national-level specialized and innovative "little giant" enterprise and a national high-tech enterprise [1] - The company aims to empower the digital transformation of smart transportation, focusing on the development of intelligent transportation systems, cloud command and dispatch platforms, and smart road network system integration [1] Business Operations - Gandong Technology provides a full-chain service from technology R&D, software output, to scene implementation [1] - To enhance corporate governance and operational standards, the company will undergo a shareholding reform and transition to a joint-stock company [1] Corporate Governance - The shareholding reform of the controlling subsidiary is within the board's approval authority and does not require shareholder meeting deliberation [1] - This matter does not constitute a related party transaction or a major asset restructuring as defined by the "Measures for the Administration of Major Asset Restructuring of Listed Companies" [1]

Core Viewpoint - Tongxingbao (301339.SZ) announced the establishment of Gandong Technology, which focuses on smart transportation software development, system integration, and intelligent device R&D, positioning itself as a key player in the digital transformation of smart transportation [1] Group 1: Company Overview - Gandong Technology was founded in November 2005 and is recognized as a national-level specialized and innovative "little giant" enterprise and a national high-tech enterprise [1] - The company aims to provide comprehensive services from technology R&D to software output and scene implementation in the smart transportation sector [1] Group 2: Business Focus - The core business of the company includes the development of intelligent transportation systems, construction of cloud command and dispatch platforms, and integration of smart road networks [1] - The company emphasizes empowering the digital transformation of smart transportation as its main strategic focus [1] Group 3: Corporate Governance - To enhance corporate governance and operational standards, the company plans to undergo a shareholding reform and transition to a joint-stock company [1] - The shareholding reform is within the approval authority of the company's board of directors and does not require shareholder meeting deliberation [1] - This reform does not constitute a related party transaction or a major asset restructuring as defined by the regulations [1]