Workflow
机载嵌入式计算机
icon
Search documents
智明达(688636.SH):截至2025年底商业航天嵌入式计算机在手订单(含口头)约2000万元 占比为4.8%
智通财经网· 2026-01-12 12:29
Group 1 - The core business of the company remains focused on airborne embedded computers and missile-mounted embedded computers [1] - The commercial aerospace-related products are still in the early stages of industrialization, with embedded computer revenue from commercial aerospace reaching 20.23 million yuan, accounting for only 3.97% of total revenue for the first three quarters of 2025 [1] - As of the end of 2025, the company has approximately 20 million yuan in hand orders (including verbal orders) for commercial aerospace embedded computers, representing a small proportion of 4.8% [1] Group 2 - The contribution of commercial aerospace embedded computers to the company's revenue is unpredictable, urging investors to discern information carefully and make rational decisions [1]
智明达:商业航天嵌入式计算机对公司营收贡献存在不可预见性
Xin Lang Cai Jing· 2026-01-12 10:04
Core Viewpoint - The company has experienced a significant stock price fluctuation, with a cumulative increase of 30% over three consecutive trading days, indicating abnormal trading activity [1] Group 1: Company Overview - The company's main business focuses on airborne embedded computers and missile-mounted embedded computers [1] - The current stage of the commercial aerospace-related products is still in the early phase of industrialization [1] Group 2: Financial Performance - As of the first three quarters of 2025, the revenue from commercial aerospace embedded computers is 20.23 million yuan, accounting for a small proportion of total revenue at 3.97% [1] - By the end of 2025, the company has approximately 20 million yuan in hand orders for commercial aerospace embedded computers, representing a minor share of 4.8% [1] - The contribution of commercial aerospace embedded computers to the company's revenue remains unpredictable [1]
智明达涨2.01%,成交额1.44亿元,主力资金净流入377.68万元
Xin Lang Cai Jing· 2026-01-06 03:15
Group 1 - The core viewpoint of the news is that Zhimin Da has shown significant growth in revenue and profit, indicating strong business performance in the defense electronics sector [2][3]. - As of January 6, Zhimin Da's stock price increased by 2.01% to 42.73 CNY per share, with a total market capitalization of 7.431 billion CNY [1]. - The company has experienced a year-to-date stock price decline of 0.26%, but over the last 20 days, the stock has risen by 17.68% [1]. Group 2 - For the period from January to September 2025, Zhimin Da achieved operating revenue of 512 million CNY, representing a year-on-year growth of 145.16% [2]. - The net profit attributable to shareholders for the same period was 81.9871 million CNY, showing a remarkable increase of 995.37% year-on-year [2]. - The company has distributed a total of 52.5689 million CNY in dividends since its A-share listing, with 31.7847 million CNY distributed over the past three years [3]. Group 3 - As of September 30, 2025, the number of Zhimin Da's shareholders increased to 9,837, up by 85.39% from the previous period [2]. - The top ten circulating shareholders include various funds, with notable new entries such as Guangfa Technology Power Stock and Changxin Jinli Trend Mixed A [3]. - The company's main business involves providing customized embedded computer modules and solutions primarily for military clients, with a revenue composition heavily weighted towards airborne embedded computers at 67.72% [1].
智明达股价涨5.05%,长信基金旗下1只基金位居十大流通股东,持有155万股浮盈赚取299.16万元
Xin Lang Cai Jing· 2025-12-24 03:22
Group 1 - The core viewpoint of the news is that Zhimin Da's stock price increased by 5.05% to 40.15 CNY per share, with a trading volume of 164 million CNY and a turnover rate of 2.50%, resulting in a total market capitalization of 6.982 billion CNY [1] - Chengdu Zhimin Da Electronics Co., Ltd. specializes in providing customized embedded computer modules and solutions for military clients, with its main business revenue composition being: airborne embedded computers 67.72%, others 20.83%, commercial aerospace embedded computers 6.14%, missile-borne embedded computers 3.22%, and unmanned equipment 2.09% [1] Group 2 - Longxin Fund's Longxin Jinli Trend Mixed A (519994) has entered the top ten circulating shareholders of Zhimin Da, holding 1.55 million shares, which accounts for 0.92% of circulating shares, with an estimated floating profit of approximately 2.9916 million CNY [2] - Longxin Jinli Trend Mixed A (519994) has a total scale of 4.03 billion CNY and has achieved a return of 37.7% this year, ranking 2088 out of 8088 in its category [2] Group 3 - Longxin Fund's Longxin Ruijin Mixed A (519957) has reduced its holdings in Zhimin Da by 72,400 shares, now holding 276,000 shares, which represents 3.22% of the fund's net value, with an estimated floating profit of about 532,700 CNY [4] - Longxin Ruijin Mixed A (519957) has a total scale of 1.1767 billion CNY and has achieved a return of 30.9% this year, ranking 2848 out of 8088 in its category [4]
智明达涨2.01%,成交额4667.21万元,主力资金净流入53.61万元
Xin Lang Cai Jing· 2025-12-01 02:11
Core Viewpoint - The stock of Zhimin Da has shown significant growth this year, with a year-to-date increase of 91.59%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Zhimin Da reported a revenue of 512 million yuan, representing a year-on-year growth of 145.16% [2]. - The net profit attributable to the parent company for the same period was 81.99 million yuan, reflecting a remarkable year-on-year increase of 995.37% [2]. Stock Market Activity - As of December 1, the stock price of Zhimin Da was 35.95 yuan per share, with a market capitalization of 6.026 billion yuan [1]. - The stock experienced a trading volume of 46.67 million yuan, with a turnover rate of 0.78% [1]. - The net inflow of main funds was 536,100 yuan, with large orders accounting for 15.91% of purchases and 14.76% of sales [1]. Shareholder Information - As of September 30, the number of shareholders increased to 9,837, up by 85.39% from the previous period [2]. - The average circulating shares per person decreased to 17,040 shares, down by 46.06% [2]. Dividend Distribution - Zhimin Da has distributed a total of 52.57 million yuan in dividends since its A-share listing, with 31.78 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, notable institutional shareholders include Guangfa Small and Medium Cap Selected Mixed A, holding 4.48 million shares, and Guangfa Technology Power Stock, which is a new shareholder with 1.86 million shares [3].
智明达股价涨5.14%,招商基金旗下1只基金重仓,持有31.58万股浮盈赚取51.47万元
Xin Lang Cai Jing· 2025-11-24 01:53
Group 1 - The core viewpoint of the news is the performance and financial metrics of Chengdu Zhimianda Electronics Co., Ltd., which has seen a stock price increase of 5.14% to 33.35 CNY per share, with a total market capitalization of 5.59 billion CNY [1] - The company specializes in providing customized embedded computer modules and solutions for military clients, with its main revenue sources being airborne embedded computers (67.72%), other products (20.83%), commercial aerospace embedded computers (6.14%), missile-borne embedded computers (3.22%), and unmanned equipment (2.09%) [1] Group 2 - From the perspective of fund holdings, one fund under China Merchants Fund has a significant position in Zhimianda, with the China Merchants CSI 2000 Index Enhanced A fund increasing its holdings by 135,500 shares, now totaling 315,800 shares, representing 0.62% of the fund's net value [2] - The China Merchants CSI 2000 Index Enhanced A fund has achieved a year-to-date return of 38.4% and a one-year return of 36.84%, ranking 596 out of 4208 and 464 out of 3981 respectively [2]
智明达跌2.02%,成交额2227.27万元,主力资金净流入101.12元
Xin Lang Cai Jing· 2025-11-18 02:02
Core Viewpoint - The stock of Zhimin Da has experienced a significant increase of 78.48% year-to-date, but has recently seen a decline of 7.54% over the past five trading days, indicating potential volatility in the market [1]. Financial Performance - For the period from January to September 2025, Zhimin Da achieved a revenue of 512 million yuan, representing a year-on-year growth of 145.16%. The net profit attributable to shareholders reached 81.99 million yuan, showing a remarkable increase of 995.37% compared to the previous year [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Zhimin Da increased to 9,837, up by 85.39% from the previous period. The average number of circulating shares per person decreased by 46.06% to 17,040 shares [2]. Dividend Distribution - Since its A-share listing, Zhimin Da has distributed a total of 52.57 million yuan in dividends, with 31.78 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, among the top ten circulating shareholders, Guangfa Small and Medium Cap Selected Mixed A holds 4.48 million shares, remaining unchanged from the previous period. New entrants include Guangfa Technology Power Stock with 1.86 million shares and Changxin Jinli Trend Mixed A with 1.55 million shares [3].
智明达的前世今生:营收低于行业均值但订单大增,净利润排名前20,毛利率高于行业平均13.14个百分点
Xin Lang Cai Jing· 2025-10-31 01:24
Core Viewpoint - The company, Zhimingda, is a leading player in the embedded computer industry, focusing on customized solutions for military clients, with a significant increase in revenue and net profit in 2025 compared to previous years [1][6]. Group 1: Business Performance - In Q3 2025, Zhimingda achieved revenue of 512 million yuan, ranking 35th in the industry, significantly lower than the top competitors [2]. - The main business segments include airborne embedded computers, which accounted for 67.72% of revenue, while other segments contributed smaller percentages [2]. - The net profit for the same period was 81.99 million yuan, ranking 20th in the industry, but still below the top competitors [2]. Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 35.79%, higher than the industry average of 32.84%, indicating increased debt pressure [3]. - The gross profit margin was 47.98%, which, despite a slight decrease from the previous year, remains above the industry average of 34.84%, reflecting strong profitability [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 85.39%, indicating growing investor interest [5]. - The average number of shares held per shareholder decreased by 46.06%, suggesting a shift in shareholder composition [5]. Group 4: Management Compensation - The chairman, Wang Yong, received a salary of 1.8419 million yuan in 2024, an increase of 801,300 yuan from the previous year [4]. - The general manager, Long Bo, maintained a stable salary of 1.7456 million yuan, reflecting consistency in management compensation [4]. Group 5: Future Outlook - The company reported a significant increase in product orders, with a total order backlog of 450 million yuan, indicating strong future revenue potential [6]. - Forecasts for net profit from 2025 to 2027 are projected to grow steadily, reflecting confidence in the company's growth trajectory [6].
智明达涨2.02%,成交额1.21亿元,主力资金净流入224.13万元
Xin Lang Cai Jing· 2025-10-27 02:09
Core Viewpoint - The stock of Zhimin Da has shown significant growth, with a year-to-date increase of 99.32%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Zhimin Da achieved a revenue of 512 million yuan, representing a year-on-year growth of 145.16% [2]. - The net profit attributable to shareholders for the same period was 81.99 million yuan, reflecting a remarkable year-on-year increase of 995.37% [2]. Stock Market Activity - As of October 27, the stock price of Zhimin Da was 37.40 yuan per share, with a market capitalization of 6.269 billion yuan [1]. - The stock experienced a trading volume of 121 million yuan, with a turnover rate of 1.95% [1]. - The net inflow of main funds was 2.2413 million yuan, with significant buying activity from large orders [1]. Shareholder Information - As of September 30, the number of shareholders increased to 9,837, up by 85.39% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 46.06% to 17,040 shares [2]. Dividend Distribution - Zhimin Da has distributed a total of 52.5689 million yuan in dividends since its A-share listing, with 31.7847 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, notable institutional shareholders include Guangfa Small and Medium Cap Selected Mixed A and Guangfa Technology Power Stock, with new entries in the top ten shareholders [3].
智明达8月26日获融资买入2438.22万元,融资余额2.18亿元
Xin Lang Cai Jing· 2025-08-27 01:54
Core Insights - The company, Zhimin Da, experienced a 2.32% decline in stock price on August 26, with a trading volume of 230 million yuan [1] - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 295 million yuan, a year-on-year growth of 84.83%, and a net profit of 38.3 million yuan, a staggering increase of 2147.93% [2] Financing and Trading Activity - On August 26, Zhimin Da had a net financing purchase of 5.5 million yuan, with a total financing balance of 218 million yuan, accounting for 3.43% of its market capitalization [1] - The company’s margin trading balance is at a high level, exceeding the 90th percentile of the past year [1] - The short selling activity on the same day included the repayment of 2,900 shares and the sale of 1,500 shares, with a short selling balance of 8,701 shares valued at approximately 329,800 yuan [1] Shareholder and Institutional Holdings - As of June 30, the number of shareholders increased by 7.98% to 5,306, with an average of 31,592 circulating shares per person, up 37.99% [2] - The company has distributed a total of 52.6 million yuan in dividends since its A-share listing, with 31.8 million yuan distributed over the past three years [2] - Notable institutional investors include Guangfa Technology Innovation Mixed A and Changxin National Defense Military Industry Quantitative Mixed A, with significant increases in their holdings [2]