深圳市捷顺科技实业股份有限公司 2025 年半年度报告全文 深圳市捷顺科技实业股份有限公司 2025 年半年度报告 2025 年 8 月 27 日 1 深圳市捷顺科技实业股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人唐健、主管会计工作负责人刘翠英 及会计机构负责人(会计 主管人员)张建声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中如有涉及未来的计划、业绩预测等方面的内容，均不构成本公司 对任何投资者及相关人士的承诺，投资者及相关人士均应对此保持足够的风 险认识，并且应当理解计划、预测与承诺之间的差异。 公司在经营中可能存在的风险因素内容已在本报告"第三节 管理层讨论 与分析"之"十、公司面临的风险和应对措施"部分予以描述，敬请投资者 注意并仔细阅读该章节全部内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | | 4 | | --- | - ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 27.51 CNY based on a projected average PE of 21 times for comparable companies in 2026 [4][7]. Core Views - The company is experiencing comprehensive growth across its three main business segments and is advancing its research in large model development, which is expected to enhance its market position [2][11]. - The company’s revenue for 2023 is projected at 32.218 billion CNY, with a year-on-year growth of 5%. The net profit attributable to the parent company is expected to reach 7.362 billion CNY, reflecting a significant increase of 217% compared to the previous year [6][11]. Financial Forecasts and Investment Recommendations - Earnings per share (EPS) are forecasted to be 1.22 CNY, 1.31 CNY, and 1.48 CNY for the years 2025, 2026, and 2027 respectively. This is a revision from earlier estimates of 1.31 CNY and 1.50 CNY for 2025 and 2026 [4][12]. - The company’s revenue is expected to grow to 40.691 billion CNY by 2027, with a compound annual growth rate (CAGR) of approximately 9% from 2025 to 2027 [6][12]. Business Performance - The company’s domestic business revenue grew by 2% year-on-year to 75.53 billion CNY in the first half of the year, with government business revenue increasing by 5% to 18.5 billion CNY [11]. - The overseas business revenue also saw a 2% increase to 76.28 billion CNY, with expectations for continued steady growth in the second half of the year [11]. - The innovative business segment reported a 23% increase in revenue to 30.23 billion CNY, driven by advancements in automotive electronics, thermal imaging, firefighting, and machine vision [11]. Market Position and Competitive Advantage - The company is focusing on high-value projects and strict cost control, which has led to a significant improvement in profit quality, with a gross margin recovery to 42.7% in Q2 [11]. - The establishment of six regional supply centers and multiple national warehouses enhances the company’s competitive edge in localized rapid supply [11].

（原标题：今日看点｜国新办将举行介绍"十四五"时期海关守护国门安全、促进高质量发展成就发布 会） 4、今日有2665亿元7天期逆回购到期 8月25日，共有12家公司限售股解禁，合计解禁量为7.7亿股，按最新收盘价计算，合计解禁市值为 147.86亿元。 从解禁量来看，6家公司解禁股数超千万股。宣泰医药、容百科技、亚星化学解禁量居前，解禁股数分 别为3.11亿股、2.5亿股、7211.54万股。从解禁市值来看，6家公司解禁股数超亿元。容百科技、宣泰医 药、联合化学解禁市值居前，解禁市值分别为57.07亿元、37.98亿元、18.41亿元。 3、4家公司披露回购进展 8月25日，4家公司共发布4个股票回购相关进展。其中，1家公司首次披露股票回购预案，3家公司回购 方案已实施完毕。 从首次披露回购预案来看，当日共1家公司股票回购预案金额超千万。招商南油回购预案金额最高，拟 回购不超4.0亿元。从已完成回购来看，捷顺科技、柯力传感、东亚药业已完成回购金额最高，分别回 购932.14万元、543.61万元、13.26万元。 8月25日重点关注的财经要闻与资本市场大事： 1、国新办将举行介绍"十四五"时期海关守护国门安全 ...

证券代码：002609 证券简称：捷顺科技 公告编号：2025-045 深圳市捷顺科技实业股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、本次回购注销的限制性股票共计 1,917,920 股，占回购注销前公司总股 本 645,356,761 股的比例为 0.2972%，涉及人数 527 人，公司就本次限制性股票 回购注销事项支付的回购资金总额为 9,321,445.60 元。 2、截至本公告之日，公司在中国证券登记结算有限责任公司深圳分公司完 成了上述限制性股票回购注销手续的办理。 （一）回购注销原因 根据《管理办法》、《2021年股权激励计划（草案）》的相关规定，鉴于2021 年股票期权与限制性股票激励计划涉及的26名激励对象因离职已不符合激励条 件，且公司已与前述激励对象解除或者终止劳动关系，公司回购注销该等激励对 象已获授但尚未解锁的限制性股票合计91,360股；鉴于2021年股票期权与限制性 股票激励计划第三个解锁期公司设定的业绩考核未达标，公司回购注销涉及501 名激励对象已获授但尚 ...

Core Insights - The launch of "Jie Parking - Parking Information MCP Service" on Alibaba Cloud's Bailian platform marks the first and only MCP service in the parking industry, providing efficient parking information queries and AI capabilities for developers [1][2] - Jie Parking, a subsidiary of Shenzhen Shunyi Tong Information Technology Co., Ltd., is a leading smart parking service platform in China, covering over 400 cities and more than 59,000 parking lots, with over 140 million registered users [1][2] - The MCP service aims to break the "information island" status of complex parking data, enabling a professional-grade parking capability that is ready to use [1][2] Industry Impact - The MCP service allows small and medium-sized enterprises in the parking industry to access professional parking capabilities at a low cost, enhancing efficiency without the need for in-house development [3] - It facilitates innovation in business models by providing access to previously hard-to-obtain static traffic data for related industries such as navigation, vehicle services, and payment systems, thereby improving consumer service experiences and generating additional revenue [3] - The integration of parking data into urban traffic management systems can help alleviate traffic congestion and promote staggered parking demand sharing through real-time parking space saturation alerts [3]

Market Overview - The Shanghai Composite Index closed at 3686.34 points, with a gain of 0.56% [1] - The total trading volume of A-shares reached 1,328.277 billion yuan [1] Stocks with Death Cross - A total of 52 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - *ST Gao Hong: 5-day MA at 2.09 yuan, 10-day MA at 2.13 yuan, difference of -1.93% [1] - Bu Ke Co.: 5-day MA at 94.86 yuan, 10-day MA at 95.89 yuan, difference of -1.08% [1] - Rong Tai Co.: 5-day MA at 32.17 yuan, 10-day MA at 32.47 yuan, difference of -0.92% [1] Additional Stock Performance - Other stocks showing a death cross include: - He Chuan Technology: 5-day MA at 47.55 yuan, 10-day MA at 47.92 yuan, difference of -0.78% [1] - Xin Xun Da: 5-day MA at 13.82 yuan, 10-day MA at 13.92 yuan, difference of -0.70% [1] - Stocks with minor changes in their moving averages include: - ST Xue Fa: 5-day MA at 3.87 yuan, 10-day MA at 3.89 yuan, difference of -0.51% [1] - Huang Ting International: 5-day MA at 2.92 yuan, 10-day MA at 2.94 yuan, difference of -0.44% [1]

从IT服务行业的CFO薪酬分布角度来看，98位CFO中有51位的薪酬水平处于50万元到100万元之间，占 比过半。此外，IT服务行业中薪酬超100万元的CFO有21位，占比刚过两成。其中，薪酬最高的CFO为 网宿科技蒋薇，其薪资为407.08万元。2024年始终在任的财务总监中薪酬最低的为志晟信息李萌，其薪 资为14.80万元。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 数据显示，截止7月29日，A股市场共有5817家上市公司。作为上市公司核心管理层关键成员，财务总 监CFO不仅需要确保公司财务稳健、资金高效运转，更需要从财务视角为公司的战略制定提供支撑，其 能力与决策直接影响公司的财务健康、战略成败、资本市场形象乃至生存风险。据2024年年报显示，去 年A股CFO（财务总监、财务负责人等）薪酬合计达42.43亿元，平均薪酬76.03万元。 分行业来看，IT服务行业信息完备的上市公司CFO共有98位，2024年CFO平均薪酬为79.14万元，在124 个申万一级行业中排名第68位，CFO薪资水平处于行业中游。此外， 2024年IT服务行业CFO平均薪资 水平相较上年下降 ...

Market Overview - The Shanghai Composite Index closed at 3602.13 points, with a gain of 0.53% [1] - The total trading volume of A-shares reached 10185.93 billion yuan [1] Technical Analysis - A total of 29 A-shares experienced a death cross between the 5-day and 10-day moving averages today [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Xiongdi Technology: 5-day MA down by 1.70% from the 10-day MA [1] - Sanwei Xinan: 5-day MA down by 1.11% from the 10-day MA [1] - Jinling Sports: 5-day MA down by 1.10% from the 10-day MA [1] Individual Stock Performance - Xiongdi Technology (300546): Today's change -0.23%, latest price 26.47 yuan, 5-day MA 27.31 yuan, 10-day MA 27.78 yuan [1] - Sanwei Xinan (688489): Today's change -0.80%, latest price 39.85 yuan, 5-day MA 40.62 yuan, 10-day MA 41.08 yuan [1] - Jinling Sports (300651): Today's change +0.89%, latest price 21.48 yuan, 5-day MA 23.82 yuan, 10-day MA 24.09 yuan [1] - Other notable stocks include: - Huanrui Century (000892): Today's change -0.86%, latest price 4.59 yuan [1] - Junshi Biological (688180): Today's change +0.45%, latest price 37.83 yuan [1] - Yihau New Materials (301176): Today's change -1.64%, latest price 30.65 yuan [1] Additional Stock Data - Other stocks with notable performance include: - Guanghe Technology (001389): Today's change -2.81%, latest price 62.20 yuan [1] - Kehua Data (002335): Today's change -2.13%, latest price 41.44 yuan [1] - ST Ruihe (002620): Today's change +0.26%, latest price 3.84 yuan [1] - The performance of these stocks indicates a mixed sentiment in the market, with some stocks showing declines while others remain stable or increase slightly [1][2]

证券之星消息，8月1日共享经济板块较上一交易日上涨0.57%，金杯电工领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。共享经济板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002533 | 金杯电工 | 11.06 | 10.05% | 98.85万 | 10.73亿 | | 002609 | 捷顺科技 | 11.40 | 3.54% | 17.76万 | 2.00亿 | | 600986 | 浙文互联 | 8.75 | 2.10% | 74.64万 | 6.46亿 | | 301608 | 博文结 | 80.68 | 1.51% | 4.11万 | 3.27亿 | | 002405 | 四维图新 | 8.52 | 1.43% | 37.42万 | 3.17亿 | | 000572 | 海马汽车 | 4.44 | 1.37% | 48.43万 | 2.15亿 | | 601777 | 千里科技 | 8.32 | 1 ...

Group 1 - The core viewpoint of the news is that Jieshun Technology (002609) has shown a decline in stock price and significant net outflow of funds, despite reporting strong revenue and profit growth in its latest quarterly earnings [1][3]. - As of July 30, 2025, Jieshun Technology's stock closed at 11.24 yuan, down 3.19%, with a turnover rate of 4.52% and a trading volume of 207,500 hands, amounting to 235 million yuan [1]. - The company reported total operating revenue of 305 million yuan for the first quarter of 2025, representing a year-on-year growth of 27.52%, and a net profit attributable to shareholders of 1.58 million yuan, up 110.96% year-on-year [1]. Group 2 - The company has made significant investments, with a total of 27 external investments and participation in 1,123 bidding projects [2]. - Jieshun Technology holds a substantial intellectual property portfolio, including 230 trademarks and 965 patents, along with 113 administrative licenses [2]. - The company's financial ratios indicate a current ratio of 1.984, a quick ratio of 1.447, and a debt-to-asset ratio of 32.34% [1].