莱斯信息的前世今生：2025年三季度营收7.21亿行业排36，净利润-5132.27万排72

Core Viewpoint - 莱斯信息 is a significant player in the civil command information system sector, providing solutions centered around command and control technology, and has notable investment value [1] Group 1: Company Overview - 莱斯信息 was established on July 16, 1988, and was listed on the Shanghai Stock Exchange on June 28, 2023, with its registered and office address in Nanjing, Jiangsu Province [1] - The company operates in the computer software development sector, focusing on vertical application software, including concepts like DeepSeek, domestic software, intelligent transportation, and nuclear power [1] Group 2: Financial Performance - For Q3 2025, 莱斯信息 reported revenue of 721 million yuan, ranking 36th among 102 companies in the industry, while the industry leader, 上海钢联, achieved revenue of 57.318 billion yuan [2] - The net profit for the same period was -51.32 million yuan, placing the company 72nd in the industry, with the top performer, 德赛西威, reporting a net profit of 1.805 billion yuan [2] Group 3: Financial Ratios - As of Q3 2025, 莱斯信息's debt-to-asset ratio was 44.20%, higher than the industry average of 31.94%, but down from 46.85% in the previous year [3] - The gross profit margin was 27.90%, below the industry average of 41.71%, although it improved from 26.97% in the previous year [3] Group 4: Leadership - The controlling shareholder of 莱斯信息 is 中电莱斯信息系统有限公司, with the actual controller being 中国电子科技集团有限公司 [4] - The chairman, 周菲, has a rich background, having held multiple positions at 中国电科二十八所 and currently serving as the chairman and general manager of 中电莱斯 [4] Group 5: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 0.62% to 9,632, while the average number of circulating A-shares held per shareholder decreased by 0.61% to 6,734.84 [5] - The top ten circulating shareholders included 永赢低碳环保智选混合发起A and 金鹰科技创新股票A, with notable changes in their holdings [5] Group 6: Business Highlights - The decline in performance was attributed to reduced revenue from urban traffic management and increased credit impairment losses due to government payment delays [6] - Key business developments included the implementation of the "天牧" overall solution in civil air traffic management and advancements in urban traffic management and governance [6]