Core Viewpoint - The company is expected to achieve a net profit attributable to shareholders of 35 million to 50 million yuan, representing a year-on-year growth of 105.68% to 193.82% [1] - The company has turned profitable in Q1 2025 for the first time since 2018, with a revenue of 305 million yuan, a year-on-year increase of 27.52% [1] Group 1: Financial Performance - The company's net profit after deducting non-recurring items is projected to be between 33.45 million and 48.45 million yuan, with a year-on-year growth of 188.49% to 317.86% [1] - In Q1 2025, the company achieved a net profit of 1.58 million yuan, marking a turnaround from losses [1] - The company anticipates that the growth rate of new business will exceed the overall growth rate of new signed orders due to the slow growth of traditional business [1] Group 2: Business Segments - Cloud hosting business is in a rapid growth phase, with a revenue of 157 million yuan in 2025, a year-on-year increase of 23.29% [2] - The smart parking operation business has seen significant progress, with online transaction volume reaching 13.3 billion yuan, a year-on-year growth of 13% [2] - The parking asset operation business achieved a revenue of 305 million yuan, reflecting a year-on-year growth of 38.67% [2] Group 3: Strategic Developments - The company has entered the HarmonyOS ecosystem, enhancing its smart parking capabilities through collaboration with Huawei [3] - The integration of smart parking services into Huawei's ecosystem allows users to easily find parking spaces and make payments [3] - The company is expected to see substantial revenue growth, with projections of 2.039 billion, 2.474 billion, and 3.166 billion yuan for 2025, 2026, and 2027 respectively, with corresponding net profits of 195 million, 304 million, and 471 million yuan [3]

Group 1 - The company expects a net profit of between 35 million to 50 million yuan for the current reporting period, representing a year-on-year growth of 105.68% to 193.82% compared to 17.017 million yuan in the same period last year [1][2] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between 33.45 million to 48.45 million yuan, indicating a growth of 188.49% to 317.86% from 11.5948 million yuan in the previous year [1][2] - Basic earnings per share are expected to be between 0.0547 yuan to 0.0782 yuan, compared to 0.0257 yuan per share in the same period last year [1] Group 2 - The company attributes the performance improvement to the ongoing implementation of the "AI + parking operation" strategy, which has led to a high growth rate in new orders for innovative businesses [1][2] - The traditional smart hardware business has stabilized its development after reversing a decline in the first quarter, continuing to show steady growth in the second quarter [1][2] - Overall revenue growth has contributed to the increase in net profit, laying a solid foundation for achieving the annual performance development goals [2]

Core Insights - DOKK1, developed by LogiQ, celebrates its 10th anniversary as Europe's largest automated public parking facility, showcasing innovative technology that reshapes urban spaces and enhances livability while setting a new standard for sustainable transportation development [1][10] Group 1: Urban Transformation - DOKK1 has played a pivotal role in transforming the former industrial area of Aarhus Inner Harbor into Denmark's most vibrant cultural center, integrating a library, community center, and creative exchange platform under the concept of "open, accessible, and integrated" urban development [3] - The facility has become a new hub connecting people with the city, culture, and life, reflecting a significant urban renewal [3] Group 2: Technological Innovation - The fully automated parking system, operational since 2015, has served over 2.6 million vehicles, demonstrating exceptional operational stability and user satisfaction [5] - Utilizing LogiQ's unique RESPACE Shifter technology, DOKK1 achieves a storage capacity of up to 972 vehicles within three underground levels, with an average retrieval time of just 62 seconds, addressing the challenges of limited urban space and high parking demand [7] Group 3: Environmental Impact - LogiQ's automated solutions have increased parking capacity by 40%, effectively freeing up ground space for pedestrian areas, green landscapes, and cultural facilities, thus enhancing urban functionality and human environment [9] - DOKK1 aligns with Aarhus's goals to reduce urban traffic and carbon emissions, featuring a user-friendly interface that improves the driving experience and exemplifies how technology can serve human needs [12] Group 4: Future Urban Development - DOKK1 serves as a benchmark in the global smart mobility sector, illustrating the future direction of urban transportation and the potential for technology and design to revitalize urban spaces, making them more livable and sustainable [12][13]

一、中标项目基本情况 证券代码：002609 证券简称：捷顺科技 公告编号：2025-033 深圳市捷顺科技实业股份有限公司 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。 中标结果公告，深圳市捷顺科技实业股份有限公司（以下简称"公司"或"捷顺科 技"）为"重庆市美丽阳光家园等公租房配套车位运营项目"的中标单位，具体情 况公告如下： 项目合同总金额超 1 亿元。 本项目包含 4 个公租房配套停车场，共计 13,335 个车位（车位数以现场实 际车位数为准）。本项目以公租房配套车位的经营权进行合作，通过对公租房配 套停车场进行统一管控、统一运营，以降低运营成本，提升运营效益。 本次中标的项目，是公司在重庆市的第二个大型政府公租房类停车场数字化 运营项目，公司以承包方式获得项目运营权，主导项目建设及运营，依托 AI、 大数据等技术以及平台运营能力充分赋能项目，打造无人值守智慧停车场，实现 降本增收提效，最终实现多方共赢局面。 本次项目的中标，充分展现了公司在停车场投资、建设、运营一体化的综合 实力，进一步加速停车资产运营业务的规模化发展。如项目顺利实施交付、持续 ...

捷顺科技（002609）公告，公司中标"重庆市美丽阳光家园等公租房配套车位运营项目"，服务期限从交 接次日起至2027年12月31日，预计项目合同总金额超1亿元。项目包含4个公租房配套停车场，共计 13335个车位。项目采取"保底收益+超额分成"合作模式，收入由停车场停车费收入及其他增值收入组 成。该项目是公司在重庆市的第二个大型政府公租房类停车场数字化运营项目，以承包方式获得运营 权，主导项目建设及运营。 ...

Group 1: Performance Overview - In 2024, the company achieved a revenue of 671 million CNY from innovative businesses, marking an 18.70% year-on-year increase, accounting for 42.48% of total revenue [2] - The total new contracts signed for innovative businesses reached 1.279 billion CNY, representing a 44% increase, with innovative contracts making up a larger share of total new contracts [2] - The company reported a net operating cash flow of 218 million CNY in 2024, indicating a strong cash flow position [4] Group 2: Business Transformation - The company has largely reduced its reliance on the real estate sector, with most new contracts in 2024 coming from existing projects rather than new real estate developments [2] - Since 2021, the company has accumulated over 200 million CNY in bad debt provisions related to real estate clients, with 52 million CNY provisioned in 2024 [2][3] Group 3: Challenges and Financial Impact - Despite growth in innovative business orders and revenue, overall revenue slightly declined due to a drop in traditional hardware sales, leading to a significant profit decrease [3] - Non-operating income decreased by over 43 million CNY compared to the previous year, impacting overall profitability [3] Group 4: Q1 2025 Performance - In Q1 2025, the company saw a 64% increase in new orders, with innovative business orders growing by 188% year-on-year [5] - The overall revenue for Q1 2025 increased by 27%, with innovative business revenue contributing 57% of total revenue [5] Group 5: Future Business Strategy - The company plans to focus on the "AI + Parking Management" strategy in 2025, aiming to enhance its innovative business growth through various initiatives [6] - Key initiatives include promoting the "Revenue +" model and developing a "Cross-Brand E-commerce" model to optimize parking space utilization [6][8] Group 6: Parking Business Insights - The company’s parking revenue growth is expected to range from 5% to 20% depending on the location and surrounding conditions [7] - The cloud management service for parking has over 16,000 lanes under management, with a target to add over 4,000 lanes in the current year [9] Group 7: Collaborations and Innovations - The company has partnered with Tencent Maps to integrate parking information, enhancing user experience by providing seamless access to parking options [10]

Group 1 - The company plans to reappoint Lixin Certified Public Accountants as the auditing firm for the fiscal year 2025, which will be responsible for financial and internal control audits [5][11] - The decision to reappoint the auditing firm was approved by the company's board of directors with a unanimous vote of 9 in favor [11] - The reappointment is subject to approval at the upcoming shareholders' meeting [12] Group 2 - The company announced a provision for asset impairment totaling 70.08 million yuan for the fiscal year 2024, which will reduce the total profit for that year by the same amount [16][18] - The impairment provision was based on a comprehensive review and impairment testing of assets as of December 31, 2024, including accounts receivable, goodwill, and inventory [16][20] - The board and supervisory committee approved the impairment provision, affirming its compliance with accounting standards [23][24] Group 3 - The company plans to engage in daily related party transactions in 2025, with an estimated total amount not exceeding 36 million yuan [27][28] - The related party transactions will include sales of products and services to affiliated entities, ensuring compliance with market pricing principles [32][34] - The independent directors and supervisory committee have reviewed and approved the expected related party transactions, confirming they do not harm the interests of the company or its shareholders [35][37] Group 4 - The company intends to apply for a comprehensive credit limit of up to 2.2 billion yuan for 2025, which will be used for various financing needs [38][39] - The company will provide a guarantee of up to 400 million yuan for its subsidiary, Shenzhen Shunyi Tong Information Technology Co., Ltd., to support its financing applications [39][42] - The board of directors has authorized the chairman to make decisions regarding the credit and guarantee matters, which will be subject to shareholder approval [41][44] Group 5 - The company will continue to use idle funds for cash management, with a limit of up to 200 million yuan over a 12-month period [46][49] - The cash management will involve investing in low-risk, short-term financial products to enhance returns while ensuring operational liquidity [48][58] - The independent directors and supervisory committee have approved the cash management plan, confirming it aligns with the company's interests [59][60] Group 6 - The company has decided to repurchase and cancel a portion of unvested restricted stock as part of its equity incentive plan [63] - The decision follows the approval of the board and supervisory committee, ensuring compliance with relevant regulations [64][65] - The adjustments to the equity incentive plan were made due to some participants voluntarily relinquishing their rights to the stock options [65]