据证券之星公开数据整理，近期新开普（300248）发布2025年中报。截至本报告期末，公司营业总收入 3.14亿元，同比下降7.16%，归母净利润-3117.23万元，同比下降61.31%。按单季度数据看，第二季度营 业总收入1.76亿元，同比上升1.32%，第二季度归母净利润320.02万元，同比下降5.31%。本报告期新开 普公司应收账款体量较大，当期应收账款占最新年报归母净利润比达592.13%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率54.1%，同比减3.85%，净利率-11.77%， 同比减50.68%，销售费用、管理费用、财务费用总计1.58亿元，三费占营收比50.1%，同比减0.96%，每 股净资产4.4元，同比增2.51%，每股经营性现金流-0.16元，同比减13.84%，每股收益-0.07元，同比减 61.08% | 基金筒称 | 基金代码 | 持有股数 | 持仓变动 | 数据来源 | | --- | --- | --- | --- | --- | | 博时全球中国教育(QDII-ETF) | 513360 | 115.54万股 | 咸色 | 2025基金半年报 | | 汇添 ...

Group 1: Company Overview - Newcap Electronic Co., Ltd. is a leading company in the field of information technology for higher education in China, focusing on smart campus solutions and digital transformation for schools [2][4] - The company has served over 1,400 universities, achieving a market share of approximately 40%, and has built smart campus platforms for more than 200 universities [2][4] Group 2: Financial Performance - In 2024, the revenue from various business segments is as follows: - Smart Campus Application Solutions: ¥523,415,148.31 - Smart Campus Cloud Platform Solutions: ¥121,707,489.80 - Smart Government and Enterprise Application Solutions: ¥148,407,008.38 - Operation and Maintenance Services: ¥190,669,898.21 [4] Group 3: AI Business Strategy - The company implements a dual-track product matrix strategy for AI, offering a range of AI solutions for smart campuses, including AI assistants and innovative platforms [5] - AI capabilities are integrated into existing products to enhance customer experience and address pain points, thereby increasing overall solution value [5] Group 4: Market Trends and Policies - The education information technology sector is supported by national policies, with a steady growth forecast due to government initiatives [6][7] - The Ministry of Education emphasizes the importance of digital education and AI, with plans to ensure that public education spending remains above 4% of GDP [7] Group 5: Product and Service Offerings - The company provides a comprehensive suite of information technology solutions for various educational institutions, including smart campus digital foundations and management systems [7] - Focused on meeting the specific needs of departments within schools, the company develops tailored applications for logistics, security, and academic management [7] Group 6: Dividend Policy - The company's dividend payout ratio has increased significantly from 2020 to 2024, currently around 35%, with plans to maintain a stable and sustainable profit distribution policy [8][9]