截至6月30日，陈友持有公司股份5213.78万股，占公司总股本的8.18%，累计质押1273.69万股，占公司 总股本2.00%，占其持有公司股份的24.43%。 天源迪科强调，公司拥有完善的治理结构及内部控制机制，公司董事会运作正常，生产经营管理情况正 常，公司及下属子公司生产经营稳步推进。上述事项不会对公司正常生产经营产生重大不利影响。 资料显示，深圳天源迪科信息技术股份有限公司于2010年1月20日上市，公司的主营业务是软件和信息 技术服务、ICT产品销售及增值服务。公司的主要产品是应用软件及服务、运营业务、系统集成工程、 ICT产品销售。 2025年前三季度，公司营业收入为63亿元，同比增长12.44%；归母净利润为3860.30万元，同比增长 19.75%；扣非归母净利润为2710.34万元，同比增长3.76%。 12月9日盘后，天源迪科（300047）发布公告称，公司于近日收到由江西省景德镇乐平市监察委员会签 发的关于公司董事长陈友的《留置通知书》，陈友被实施留置。截至本公告披露日，公司尚未知悉上述 事项的进展及结论。 2024年年报显示，陈友，男，61岁，中国国籍，无境外居留权。1986年毕业 ...

Core Viewpoint - Tianyuan Dike's stock price has shown fluctuations, with a year-to-date increase of 35.75% and recent declines in the short term, indicating potential volatility in investor sentiment [2][3]. Group 1: Stock Performance - As of November 5, Tianyuan Dike's stock price was 15.93 CNY per share, with a market capitalization of 10.159 billion CNY [1]. - The stock has experienced a 1.34% increase over the last five trading days, but a 2.63% decrease over the past 20 days [2]. - The company has appeared on the "龙虎榜" (a stock trading leaderboard) twice this year, with the latest instance on May 7, where it recorded a net buy of 1.11 billion CNY [2]. Group 2: Financial Performance - For the period from January to September 2025, Tianyuan Dike reported a revenue of 6.3 billion CNY, reflecting a year-on-year growth of 12.44% [3]. - The net profit attributable to shareholders for the same period was 38.603 million CNY, marking a 19.75% increase compared to the previous year [3]. Group 3: Shareholder and Dividend Information - Since its A-share listing, Tianyuan Dike has distributed a total of 285 million CNY in dividends, with 28.699 million CNY distributed over the last three years [4]. - As of September 30, 2025, the number of shareholders was 94,200, a decrease of 0.55% from the previous period [3].

Core Viewpoint - Tianyuan Dike's stock price has shown a significant increase of 37.20% year-to-date, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Tianyuan Dike achieved a revenue of 6.3 billion yuan, representing a year-on-year growth of 12.44% [2]. - The net profit attributable to shareholders for the same period was 38.603 million yuan, reflecting a year-on-year increase of 19.75% [2]. Stock Market Activity - As of October 31, Tianyuan Dike's stock price was 16.10 yuan per share, with a market capitalization of 10.268 billion yuan [1]. - The stock experienced a net inflow of 23.707 million yuan from main funds, with significant buying activity from large orders [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on May 7, where it recorded a net purchase of 111 million yuan [1]. Shareholder Information - As of October 20, the number of shareholders for Tianyuan Dike was 94,200, a decrease of 0.55% from the previous period [2]. - The average number of circulating shares per shareholder increased by 0.55% to 5,795 shares [2]. - The company has distributed a total of 285 million yuan in dividends since its A-share listing, with 28.6985 million yuan distributed in the last three years [3].

Core Viewpoint - Tianyuan Dike's stock price has shown a significant increase of 36.86% year-to-date, despite recent fluctuations in trading performance [2] Group 1: Stock Performance - As of October 30, Tianyuan Dike's stock price rose by 2.16% to 16.06 CNY per share, with a trading volume of 2.51 billion CNY and a turnover rate of 2.94%, resulting in a total market capitalization of 10.242 billion CNY [1] - Year-to-date, the stock has increased by 36.86%, with a 3.68% rise in the last five trading days, a 2.78% decline over the last 20 days, and a slight 0.12% drop over the last 60 days [2] Group 2: Financial Performance - For the period from January to September 2025, Tianyuan Dike reported a revenue of 6.3 billion CNY, reflecting a year-on-year growth of 12.44%, and a net profit attributable to shareholders of 38.603 million CNY, which is a 19.75% increase compared to the previous year [3] Group 3: Shareholder and Dividend Information - Since its A-share listing, Tianyuan Dike has distributed a total of 285 million CNY in dividends, with 28.699 million CNY distributed over the past three years [4] - As of October 20, 2025, the number of shareholders decreased to 94,200, with an average of 5,795 circulating shares per shareholder, which is an increase of 3.30% from the previous period [3]

Group 1 - Tianyuan Dike's stock price increased by 5.08% to 18.01 CNY per share, with a trading volume of 673 million CNY and a turnover rate of 6.95%, resulting in a total market capitalization of 11.486 billion CNY [1] - The company, Shenzhen Tianyuan Dike Information Technology Co., Ltd., was established on January 18, 1993, and went public on January 20, 2010. Its main business includes the development, production, and sales of software products for telecommunications, public security, and other industries, as well as computer hardware and software system integration, technical support, and services [1] - The revenue composition of Tianyuan Dike includes 84.45% from ICT product sales, 9.15% from application software and services, 5.91% from operational business, 0.40% from other sources, and 0.09% from system integration projects [1] Group 2 - Huaxia Fund's Huaxia Chuangzhang ETF (159967) entered the top ten circulating shareholders of Tianyuan Dike in the second quarter, holding 1.8968 million shares, which accounts for 0.35% of the circulating shares, with an estimated floating profit of approximately 1.6502 million CNY [2] - The Huaxia Chuangzhang ETF was established on June 21, 2019, with a current scale of 4.21 billion CNY. It has achieved a year-to-date return of 35.56%, ranking 1352 out of 4222 in its category, and a one-year return of 71.29%, ranking 1305 out of 3804 [2] Group 3 - The fund managers of Huaxia Chuangzhang ETF are Rong Ying and Lu Yaun. Rong Ying has a tenure of 9 years and 320 days, managing assets totaling 138.288 billion CNY, with the best fund return during his tenure being 129.49% and the worst being -7.58% [3] - Lu Yaun has a tenure of 3 years and 102 days, managing assets totaling 20.843 billion CNY, with the best fund return during his tenure being 81.49% and the worst being -31.74% [3]

Company Overview - Tianyuan Dike Information Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on January 18, 1993. The company went public on January 20, 2010. Its main business includes the development, production, and sales of software products for telecommunications, public security, and other industries, as well as computer software and hardware system integration, technical support, and services [2]. Business Performance - For the first half of 2025, Tianyuan Dike achieved operating revenue of 4.148 billion yuan, representing a year-on-year growth of 19.27%. The net profit attributable to the parent company was 34.8796 million yuan, an increase of 13.97% year-on-year [2]. - The company's revenue composition is as follows: 84.45% from ICT product sales, 9.15% from application software and services, 5.91% from operational business, 0.40% from other sources, and 0.09% from system integration projects [2]. Stock Performance - As of September 5, Tianyuan Dike's stock price increased by 2.11%, reaching 16.48 yuan per share, with a trading volume of 447 million yuan and a turnover rate of 5.02%. The total market capitalization is 10.51 billion yuan [1]. - Year-to-date, the stock price has risen by 40.43%, but it has decreased by 9.99% over the last five trading days. Over the past 20 days, the stock has increased by 1.04%, and over the past 60 days, it has risen by 15.41% [1]. Shareholder Information - As of August 10, the number of shareholders in Tianyuan Dike was 99,600, a decrease of 6.53% from the previous period. The average number of circulating shares per person increased by 6.99% to 5,487 shares [2]. - The company has distributed a total of 285 million yuan in dividends since its A-share listing, with 28.6985 million yuan distributed in the last three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 3.8532 million shares, a decrease of 1.2911 million shares from the previous period. Huaxia Growth ETF (159967) was the eighth-largest circulating shareholder, holding 1.8968 million shares as a new shareholder [3].

Company Overview - Tianyuan Dike Information Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on January 18, 1993. The company was listed on January 20, 2010. Its main business involves the development, production, and sales of software products for telecommunications, public security, and other industries, as well as computer software and hardware system integration, technical support, and services [2]. Business Performance - For the first half of 2025, Tianyuan Dike achieved operating revenue of 4.148 billion yuan, representing a year-on-year growth of 19.27%. The net profit attributable to shareholders was 34.8796 million yuan, an increase of 13.97% compared to the previous year [2]. - The company's revenue composition includes 84.45% from ICT product sales, 9.15% from application software and services, 5.91% from operational business, 0.40% from other sources, and 0.09% from system integration projects [2]. Stock Performance - As of August 27, Tianyuan Dike's stock price was 19.34 yuan per share, with a market capitalization of 12.334 billion yuan. The stock has increased by 64.81% year-to-date, with a 3.87% rise over the last five trading days, 20.27% over the last 20 days, and 30.59% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on May 7, where it recorded a net purchase of 111 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Tianyuan Dike was 106,600, an increase of 4.93% from the previous period. The average circulating shares per person were 5,128, a decrease of 5.24% [2]. - The company has distributed a total of 285 million yuan in dividends since its A-share listing, with 28.6985 million yuan distributed in the last three years [3].

Core Viewpoint - Tianyuan Dike reported revenue and profit growth in the first half of 2025, but experienced declines in gross margin and net margin, indicating potential challenges in profitability management [2][3][9] Revenue and Profit - Total revenue reached 4.148 billion yuan, a year-on-year increase of 19.27% - Net profit attributable to shareholders was 34.8796 million yuan, up 13.97% year-on-year; non-recurring net profit was 32.7668 million yuan, a 25.83% increase [2] - In Q2, total revenue was 1.978 billion yuan, growing 1.13% year-on-year; net profit was 21.6677 million yuan, up 0.72% year-on-year; non-recurring net profit was 21.8488 million yuan, increasing 6.15% [2] Key Financial Indicators - Gross margin and net margin decreased to 8.57% and 0.99%, down 13.87% and 41.16% year-on-year, respectively - Operating expenses as a percentage of revenue were 4.28%, a decrease of 16.13% year-on-year - Earnings per share were 0.05 yuan, a 13.96% increase year-on-year; net asset value per share was 5.16 yuan, down 1.15% year-on-year [3] Accounts Receivable and Cash Flow - Accounts receivable were significant, accounting for 7145.92% of the latest annual net profit, totaling 1.658 billion yuan, down 5.92% year-on-year - Operating cash flow per share was 1.06 yuan, a substantial increase of 150.67% year-on-year, primarily due to increased sales collections from ICT products [4] Debt Situation - Interest-bearing liabilities amounted to 2.278 billion yuan, a decrease of 8.57% year-on-year - The interest-bearing asset-liability ratio was 33.86%, with the total interest-bearing liabilities to the average operating cash flow over the past three years at 30.8% [5] Main Revenue Composition - Main revenue sources included ICT product sales at 3.503 billion yuan, accounting for 84.45% of total revenue with a gross margin of 5.02% - Application software and services generated 380 million yuan, 9.15% of total revenue, with a gross margin of 32.66% - Operating business revenue was 245 million yuan, 5.91% of total revenue, with a gross margin of 22.00% [6] Industry Distribution - Revenue from the financial sector was 330 million yuan, 7.97% of total revenue, with a gross margin of 28.41% - Revenue from the telecommunications sector was 227 million yuan, 5.47% of total revenue, with a gross margin of 30.47% - Revenue from the government sector was 26.5483 million yuan, 0.64% of total revenue, with a gross margin of 22.94% [7] Regional Distribution - Revenue from the southern region was 184 million yuan, 4.43% of total revenue, with a gross margin of 25.96% - Revenue from the eastern region was 163 million yuan, 3.93% of total revenue, with a gross margin of 26.10% - Revenue from the northern region was 111 million yuan, 2.68% of total revenue, with a gross margin of 33.41% - Overseas revenue was 35.0808 million yuan, 0.85% of total revenue, with a gross margin of 35.24% [8] Comprehensive Evaluation - Overall, Tianyuan Dike achieved revenue and profit growth in the first half of 2025, but the decline in gross and net margins raises concerns about profitability management - The company needs to focus on managing accounts receivable and cash flow to ensure sustainable future growth, along with monitoring debt levels and financial expenses [9]