（文章来源：每日经济新闻） 捷顺科技（002609.SZ）12月30日在投资者互动平台表示，公司新的技术负责人已经入职，各项生产经 营均正常。当前，公司坚定推进公司"AI+停车经营"的业务转型，截至2025年第三季度，公司创新业务 在总收入中的比例已经超过50%，可以看到公司的转型效果在逐季度体现。公司将通过持续的转型，让 公司业绩走上新的增长轨道，以此来持续回馈投资者。 ...

Core Insights - Chengdu's Metro Line 18 is under complex construction, involving multiple transportation hubs and advanced digital construction technologies [1][2] - The project is providing a testing ground for small and medium-sized enterprises (SMEs) to validate and optimize their innovative construction technologies [2][3] - Other cities in China are also opening up various public service scenarios to facilitate the application of new technologies by SMEs [5][6] Group 1: Construction and Technology Innovation - Chengdu Metro Line 18 is utilizing four shield tunneling machines and has developed a specialized cutter head system to adapt to complex geological conditions [2] - The project has established a comprehensive digital construction support system, allowing SMEs to test their technologies in real-world scenarios [2][4] - The collaboration with local authorities is enhancing the application of big data and AI in construction, improving project management and coordination [2][4] Group 2: Broader Application of New Technologies - The underground parking lot in Chengdu High-tech Zone is being used to test autonomous parking technologies, addressing common parking challenges [3][4] - Other cities like Hangzhou, Suzhou, and Guangzhou are also creating smart service scenarios to support the development of technologies in public transportation, elderly care, and healthcare [5][6] - These initiatives not only address public needs but also provide SMEs with practical opportunities to deploy their innovations [6] Group 3: Mechanism Innovation and Support - Chengdu has established a dedicated team to promote application scenarios for new technologies, offering financial support ranging from 300,000 to 1 million yuan for selected projects [8] - The city is implementing a structured process to identify and promote advanced technologies and products, facilitating their transition from prototypes to market-ready solutions [8][9] - Other cities are also innovating their mechanisms to enhance the application of new technologies across various sectors, moving towards a more systematic approach [9]

Group 1 - The core point of the article highlights the recent performance of Dongjie Intelligent, which saw a 5.45% increase in stock price, reaching 23.04 yuan per share, with a trading volume of 316 million yuan and a turnover rate of 3.00%, resulting in a total market capitalization of 10.994 billion yuan [1] - Dongjie Intelligent Technology Group Co., Ltd. is based in Taiyuan, Shanxi Province, and was established on December 14, 1995, with its listing date on June 30, 2015. The company specializes in the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, and intelligent parking garages, as well as intelligent automotive painting production lines [1] - The revenue composition of Dongjie Intelligent includes 79.11% from intelligent logistics storage systems, 18.51% from intelligent production systems, 1.67% from spare parts and others, and 0.70% from intelligent multi-story parking systems [1] Group 2 - From the perspective of the top ten circulating shareholders of Dongjie Intelligent, Tianhong Fund has increased its holdings in the Tianhong CSI Robot ETF (159770) by 546,400 shares in the third quarter, bringing the total to 3.1339 million shares, which accounts for 0.66% of the circulating shares. The estimated floating profit today is approximately 3.7294 million yuan [2] - The Tianhong CSI Robot ETF (159770) was established on October 26, 2021, with a latest scale of 9.078 billion yuan. Year-to-date returns are 27.59%, ranking 2074 out of 4216 in its category; the one-year return is 26.52%, ranking 1472 out of 3922; and since inception, the return is 2.58% [2]

Core Viewpoint - Dongjie Intelligent experienced a stock price increase of 5.45%, reaching 23.04 CNY per share, with a trading volume of 317 million CNY and a turnover rate of 3.01%, resulting in a total market capitalization of 10.994 billion CNY [1] Company Overview - Dongjie Intelligent Technology Group Co., Ltd. is located in Taiyuan, Shanxi Province, and was established on December 14, 1995, with its listing date on June 30, 2015 [1] - The company's main business includes the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, intelligent parking garages, and intelligent automotive painting production lines [1] Revenue Composition - The revenue composition of Dongjie Intelligent is as follows: - Intelligent logistics storage systems: 79.11% - Intelligent production systems: 18.51% - Spare parts and others: 1.67% - Intelligent three-dimensional parking systems: 0.70% [1] Shareholder Information - Among the top ten circulating shareholders, Huaxia Fund holds a position with its Huaxia CSI Robot ETF (562500) increasing its holdings by 1.4668 million shares in the third quarter, totaling 7.865 million shares, which accounts for 1.65% of the circulating shares [2] - The Huaxia CSI Robot ETF (562500) was established on December 17, 2021, with a latest scale of 22.798 billion CNY and has achieved a year-to-date return of 27.31%, ranking 2113 out of 4216 in its category [2] - The fund manager, Hualong, has a total asset scale of 35.957 billion CNY, with the best fund return during his tenure being 107.73% and the worst being -15.08% [2]

Group 1 - The "Yue Che Nan Xia" policy was officially announced, allowing the first batch of cities including Guangzhou, Zhuhai, Jiangmen, and Zhongshan to participate, with plans for province-wide implementation in six months [2] - The new automated parking facility at the Hong Kong-Zhuhai-Macao Bridge officially opened for online reservations on November 1, marking a significant step towards cross-border transportation facilitation in the Greater Bay Area [2] - The automated parking system can handle up to 120 vehicles per hour during peak times, which is more than three times the capacity of traditional parking lots, significantly saving time for travelers [2] Group 2 - The first phase of the "transit parking lot" offers approximately 1,800 parking spaces, with 1,550 designated for AGV robot parking [3] - Travelers transiting through Hong Kong International Airport can park their vehicles without going through Hong Kong immigration, using a dedicated shuttle bus to reach the airport [3] - The "visiting Hong Kong parking lot" is expected to be operational by mid-2026, catering to non-commercial small vehicles with a capacity of nine seats or fewer [3] Group 3 - The core technology for the automated system is provided by Shenzhen Zhongji Intelligent Parking Co., Ltd., based in Bao'an District, Shenzhen [4] - The Zhongji Intelligent Parking team conducted multiple rounds of testing to ensure the AGV robots' navigation accuracy and cross-border technical coordination, ensuring reliable vehicle retrieval and storage in dense traffic scenarios [4]

Core Insights - Dongjie Intelligent's stock increased by 5.68% to 21.95 CNY per share, with a trading volume of 547 million CNY and a turnover rate of 5.36%, resulting in a total market capitalization of 10.473 billion CNY [1] Company Overview - Dongjie Intelligent Technology Group Co., Ltd. is located in Taiyuan, Shanxi Province, established on December 14, 1995, and listed on June 30, 2015 [1] - The company's main business includes the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, intelligent parking garages, and intelligent automotive painting production lines [1] - Revenue composition: Intelligent logistics storage systems account for 79.11%, intelligent production systems 18.51%, spare parts and others 1.67%, and intelligent multi-story parking systems 0.70% [1] Shareholder Insights - Tianhong Fund's Tianhong CSI Robot ETF (159770) is among the top ten circulating shareholders of Dongjie Intelligent, having increased its holdings by 546,400 shares in Q3, totaling 3.1339 million shares, representing 0.66% of circulating shares [2] - The ETF has generated an estimated floating profit of approximately 3.698 million CNY today [2] - The Tianhong CSI Robot ETF was established on October 26, 2021, with a current size of 9.078 billion CNY, yielding 33.37% year-to-date and ranking 1522 out of 4216 in its category [2] Fund Manager Performance - The fund managers of Tianhong CSI Robot ETF are Liu Xiaoming and Qi Shichao [3] - Liu Xiaoming has a tenure of 7 years and 35 days, managing assets totaling 19.894 billion CNY, with the best fund return of 71.64% and the worst return of -46.54% during his tenure [3] - Qi Shichao has a tenure of 281 days, managing assets of 32.53 billion CNY, with the best fund return of 50.78% and the worst return of 10.67% during his tenure [3]

Core Viewpoint - The company, Jieshun Technology, anticipates significant growth in net profit for the first three quarters of 2025, driven by the successful implementation of its "AI + Parking Management" strategy and stable performance in traditional smart hardware business [2][3] Group 1: Financial Performance - The estimated net profit attributable to shareholders for the period from January 1 to September 30, 2025, is projected to be between 68 million and 80 million yuan, representing a year-on-year increase of 58.11% to 86.01% compared to 43.0089 million yuan in the same period last year [2] - The net profit after deducting non-recurring gains and losses is expected to be between 61.2 million and 73.2 million yuan, reflecting a year-on-year growth of 65.82% to 98.33% from 36.9086 million yuan [2] - The basic earnings per share are projected to be between 0.1064 yuan and 0.1251 yuan, significantly up from 0.0665 yuan in the same period last year [2] Group 2: Business Strategy and Growth Drivers - The successful implementation of the "AI + Parking Management" strategy has led to a high growth rate in new orders for innovative business, contributing to rapid revenue growth in this segment [2] - The traditional smart hardware business has stabilized during the reporting period, providing strong support for the company's overall revenue and net profit growth [3]

Core Viewpoint - The company expects a significant increase in net profit for the first three quarters, driven by the implementation of its "AI + Parking Management" strategy and growth in innovative business orders [1] Financial Performance - The estimated net profit attributable to shareholders for the first three quarters is between 68 million and 80 million yuan, representing a year-on-year growth of 58.11% to 86.01% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 61.2 million and 73.2 million yuan, reflecting a year-on-year increase of 65.82% to 98.33% [1] Business Strategy and Growth - The company continues to promote its "AI + Parking Management" strategy, leading to a rapid increase in innovative business revenue [1] - The traditional smart hardware business has stabilized, contributing to the overall growth in operating revenue and net profit [1]

Core Viewpoint - Jieshun Technology (002609) expects a significant increase in net profit attributable to shareholders for the first three quarters of 2025, projecting between 68 million to 80 million yuan, representing a year-on-year growth of 58.11% to 86.01% [1] Group 1: Business Strategy and Performance - The company continues to implement its "AI + Parking Management" strategy, which has led to a sustained high growth rate in new orders for innovative business [1] - The revenue scale of innovative business has achieved rapid growth, indicating a deepening of the company's business transformation [1] - The traditional smart hardware business has stabilized, contributing to the overall increase in operating revenue and net profit [1]

Core Insights - The company expects a net profit attributable to shareholders of 68 million to 80 million yuan for the first three quarters, representing a year-on-year growth of 58.11% to 86.01% [1] Group 1: Business Strategy and Performance - The company continues to promote the "AI + parking operation" strategy, leading to a significant increase in new orders for innovative business [1] - The revenue scale of innovative business has achieved rapid growth, further deepening the company's business transformation [1] - The traditional smart hardware business has stabilized, contributing to the growth of both operating revenue and net profit [1]