中国通号公告，2025年第一季度营收为67亿元，同比增长2.93%；净利润为5.62亿元，同比下降7.08%。 ...

Company Overview - Company Type: Limited Liability Company (Wholly Foreign-Owned Enterprise) [1] - Legal Representative: Tian Kexin [1] - Registered Capital: 130 million RMB [1] - Establishment Date: September 10, 2009 [1] - Registered Address: 39 Dongzhimenwai Street, Dongcheng District, Beijing [1] - Business Scope: Research and development of transportation system software and technology, system integration, technology transfer, technical consulting, computer technology training, sales of self-developed products, electronic products, instruments, communication equipment, hardware, electrical appliances, and cables [1] Major Shareholders - Major Shareholder: Beijing Jingtou Zhongfu Technology Co., Ltd. holds 100% [2] Financial Data - Due to confidentiality reasons, Beijing Jingtou Yijiajie Transportation Technology Co., Ltd. cannot provide the latest financial data for the most recent accounting year [2] Related Companies - Guangdong Huazhiyuan Information Engineering Co., Ltd. [3] - Company Type: Limited Liability Company (Sole Proprietorship) [3] - Legal Representative: Lin Chao [3] - Registered Capital: 251 million RMB [3] - Establishment Date: September 26, 2003 [3] - Business Scope: Security technology prevention system design and construction, rail transit communication signal system development, rail transit operation management system development, safety system monitoring services, network and information security software development, industrial control computer and system manufacturing and sales, intelligent robot research and development, and various technical services [3] - Major Shareholder: Jiadu Technology Group Co., Ltd. holds 100% [4] - Financial Data: As of December 31, 2024, total assets are 3.703 billion RMB, net assets attributable to the parent company are 539.9177 million RMB, operating income is 3.8761628 billion RMB, and net profit attributable to the parent company is 121.9032 million RMB [4] Additional Companies - Jiakong Intelligent Transportation System (Guangdong) Co., Ltd. [5] - Company Type: Other Limited Liability Company [5] - Registered Capital: 100 million RMB [6] - Major Shareholders: Jiadu Technology Group Co., Ltd. holds 40%, Jiaokong Technology Co., Ltd. holds 30%, Dongguan Rail Resources Comprehensive Development Co., Ltd. holds 30% [7] - Beijing Cheche Lianlian Technology Co., Ltd. [8] - Company Type: Limited Liability Company (Natural Person Investment or Control) [8] - Registered Capital: 25 million RMB [8] - Major Shareholders: Various stakeholders including Jiaokong Technology Co., Ltd. holding 30% [9] - Financial Data: As of December 31, 2024, total assets are 664,130 RMB, net assets are 655,650 RMB, operating income is 1.865 million RMB, and net profit is -294,350 RMB [9] Industry Context - The companies mentioned are primarily involved in the transportation technology sector, focusing on software development, system integration, and various technical services related to rail transit and intelligent transportation systems [1][3][4][5][6][8]

Core Insights - The company, Langjin Technology, reported a revenue of 881 million yuan for the year 2024, demonstrating resilience amid a complex economic environment through technological innovation and international expansion [1][2] Group 1: Business Performance - The rail transit vehicle air conditioning segment generated revenue of 584 million yuan, marking a year-on-year growth of 14.18%, accounting for 66.29% of total revenue [1] - The company successfully secured major domestic projects, including the Shanghai Metro Line 13 East Extension and Shenzhen Metro Line 12 Phase II, while also completing overseas orders in Italy and Romania [1] - By the end of 2024, the company had 30,000 rail transit air conditioning units operating online domestically, achieving annual electricity savings of 375 million kWh and reducing carbon dioxide emissions by 375,000 tons [1] Group 2: Technological Development - In the new energy and intelligent thermal management sector, the company is expanding its technology development for integrated thermal management systems, particularly for commercial vehicles [2] - The company has delivered cooling products for several major renewable energy and energy storage projects, with cumulative shipments exceeding 35 GWh [2] Group 3: Future Strategy - For 2025, the company plans to focus on three main areas: rail transit, new energy, and energy storage, with an emphasis on expanding the new energy commercial vehicle market [2] - The company aims to enhance capital operations through methods such as share issuance and strategic partnerships to support technological research and market expansion [2]

Core Viewpoint - The company reported a revenue of 4,424.22 million yuan for 2024, with a net profit of 144.81 million yuan, indicating a decline in net profit by 46.91% compared to the previous year due to decreased gross margins and delayed project settlements [3][22][32]. Company Overview - The company specializes in high-end smart curtain wall systems, new materials, intelligent screen door systems for rail transit, and commercial management services, with its products recognized as industry benchmarks [2][3]. - The company has established itself as a leader in smart manufacturing and AI integration, enhancing operational efficiency and product quality through digital transformation initiatives [5][6]. Financial Performance - The company achieved a total revenue of 4,424.22 million yuan, with a net profit of 144.81 million yuan, and a significant operating cash flow of 270.89 million yuan [3][32]. - The order reserve at the end of the reporting period was 828.74 million yuan, which is 1.87 times the expected revenue for 2024, indicating strong future growth potential [3]. Business Segments Smart Curtain Wall Systems and New Materials - The revenue from the smart curtain wall and materials segment was 3,555.99 million yuan, reflecting a 2.27% increase year-on-year [6]. - The company has implemented a "5G + Smart Factory" strategy, enhancing production efficiency and achieving industry-leading standards in digital management [5][6]. Rail Transit Intelligent Screen Door Systems - The revenue from this segment was 612.82 million yuan, with a year-on-year growth of 9.74%, and a significant portion of revenue coming from overseas markets [14]. - The company has established a strong presence in international markets, particularly in countries along the Belt and Road Initiative, enhancing its competitive edge [13][14]. New Energy Sector - The company is actively involved in photovoltaic building integration (BIPV) and distributed solar power stations, contributing to national carbon reduction goals [18][19]. - The company has successfully implemented several BIPV projects, showcasing its commitment to sustainable development [18]. Commercial Management and Services - The company maintains a high occupancy rate in its properties, with a sales clearance rate of 98.84% for its Shenzhen project [20]. - The company is leveraging AI technology to enhance property management efficiency and customer service [21]. Research and Development - The company invested 171.03 million yuan in R&D, accounting for 3.87% of its revenue, and holds 671 patents related to smart curtain wall systems and new materials [10]. - The company has established partnerships with academic institutions to drive innovation and has launched several green products in response to national energy-saving policies [8][10].

证券代码：002972 证券简称：科安达 深圳科安达电子科技股份有限公司 投资者关系活动记录表 编号：2025-01 | 投资者关系活动类 别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及 | 线上投资者 | | 人员姓名 | | | 时间 | 2025年04月08日 15:30-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 总经理 张帆 | | 上市公司接待人员 | 财务负责人 农仲春 | | 姓名 | 独立董事 王千华 | | | 董事会秘书 郭泽珊 | | | 1.未来是否计划进一步开拓东南亚、非洲等新兴市场？如何平衡海外业 | | | 务拓展与地缘政治风险？ | | 投资者关系活动 | 答:尊敬的投资者，您好！轨道交通行业在全球范围内具有广阔的发展 | | 主要内容介绍 | 空间，在新兴市场如东南亚和非洲，基础设施建设需求旺盛。科安达在国内 | | | ...