Core Viewpoint - Jiangsu Beiren, established in December 2011 and listed on the Shanghai Stock Exchange in December 2019, specializes in industrial robot system integration, offering comprehensive automation and intelligent solutions [1] Group 1: Business Performance - In Q3 2025, Jiangsu Beiren reported revenue of 340 million yuan, ranking 15th in the industry, significantly lower than the top competitor Estun at 3.804 billion yuan and the second competitor at 2.218 billion yuan [2] - The main business composition includes welding industrial robot system integration at 533 million yuan, accounting for 76.29%, and energy storage systems at 87.72 million yuan, accounting for 12.55% [2] - The net profit for the same period was -57.22 million yuan, ranking 17th in the industry, with a notable gap compared to the top performer at 443 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Jiangsu Beiren's debt-to-asset ratio was 54.75%, higher than the previous year's 51.26% and the industry average of 38.93%, indicating significant debt pressure [3] - The gross profit margin for Q3 2025 was 17.55%, down from 22.71% year-on-year and below the industry average of 25.17%, suggesting a need for improvement in profitability [3] Group 3: Executive Compensation - The chairman, Zhu Zhenyou, received a salary of 1.5498 million yuan in 2024, an increase of 507,400 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 15.84% to 8,131, while the average number of circulating A-shares held per account increased by 18.82% to 14,600 [5] - Among the top ten circulating shareholders, Huaxia CSI Robot ETF ranked fifth with 2.6149 million shares, an increase of 487,800 shares from the previous period [5]

Core Insights - Jiangsu Beiren reported a decline in revenue and significant losses in the first three quarters of 2025, with total revenue at 340 million yuan, down 1.78% year-on-year, and a net profit attributable to shareholders of -33.81 million yuan, a decrease of 563.38% [1][2] Financial Performance - The company recorded a basic earnings per share of -0.29 yuan and a weighted average return on equity of -3.67% [2] - The gross margin for the first three quarters was 17.55%, down 5.16 percentage points year-on-year, while the net margin was -16.84%, a decline of 17.96 percentage points compared to the previous year [2] - In Q3 2025, the gross margin was 16.33%, down 2.81 percentage points year-on-year and down 9.85% quarter-on-quarter; the net margin was -14.59%, an increase of 11.17 percentage points year-on-year but a decrease of 3.77 percentage points quarter-on-quarter [2] Expense Management - Total operating expenses for the period were 77.89 million yuan, a decrease of 4.29 million yuan year-on-year, with an expense ratio of 22.92%, down 0.83 percentage points from the previous year [2] - Sales expenses decreased by 32.19%, management expenses decreased by 6.54%, while R&D expenses increased by 18.89%, and financial expenses decreased by 86.06% [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 8,131, a decrease of 1,530 or 15.84% from the end of the previous half [3] - The average market value per shareholder increased from 266,400 yuan to 404,200 yuan, reflecting a growth of 51.72% [3] Company Overview - Jiangsu Beiren, established on December 26, 2011, and listed on December 11, 2019, specializes in providing automation and intelligent system integration solutions, primarily in flexible automation and intelligent workstations [3] - The main revenue sources include welding industrial robot system integration (76.29%), energy storage systems (12.55%), non-welding industrial robot system integration (5.19%), and other segments [3]

10月27日，江苏北人涨5.01%，截至发稿，报26.83元/股，成交2637.67万元，换手率0.84%，总市值 31.82亿元。 工银上证科创板综合价格ETF联接A（023725）基金经理为史宝珖。 截至发稿，史宝珖累计任职时间3年332天，现任基金资产总规模33.07亿元，任职期间最佳基金回报 89.92%， 任职期间最差基金回报-30.7%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，江苏北人智能制造科技股份有限公司位于江苏省苏州工业园区青丘巷1号,苏州工业园区淞北 路18号，成立日期2011年12月26日，上市日期2019年12月11日，公司主营业务涉及提供工业机器人自动 化、智能化的系统集成整体解决方案,主要涉及柔性自动化、智能化的工作站和生产线的研发、设计、 生产、装配及销售。主营业务收入构成为：焊接用工业机器人系统集成76.29%，储能系统12.55%，非 焊接用工业机器人系统集成5.19%，其他3.24%，定制夹具1. ...

Core Points - Jiangsu Beiren's stock price has dropped by 5.04% to 25.46 CNY per share, with a total market capitalization of 3.02 billion CNY, marking a cumulative decline of 9.12% over the past four days [1] - The company specializes in providing automation and intelligent system integration solutions for industrial robots, with its main revenue sources being welding industrial robot system integration (76.29%), energy storage systems (12.55%), and non-welding industrial robot system integration (5.19%) [1] Fund Holdings - According to data, one fund from ICBC Credit Suisse holds Jiangsu Beiren as its top position, with 300 shares representing 0.0002% of the circulating shares, resulting in a floating loss of approximately 405 CNY today and a total floating loss of 807 CNY over the past four days [2] - The fund, ICBC SSE STAR Market Composite Price ETF Linked A (023725), has a total scale of 206 million CNY and has achieved a return of 34.41% since its inception [2] - The fund manager, Shi Baojiao, has been in position for 3 years and 321 days, overseeing assets totaling 3.304 billion CNY, with the best and worst fund returns during his tenure being 79.57% and -31.79%, respectively [2]

Core Viewpoint - Jiangsu Beiren has experienced a stock price increase of 5.2% as of October 9, reaching 29.15 CNY per share, with a total market capitalization of 3.457 billion CNY [1] Company Overview - Jiangsu Beiren Intelligent Manufacturing Technology Co., Ltd. was established on December 26, 2011, and listed on December 11, 2019 [1] - The company specializes in providing automation and intelligent system integration solutions for industrial robots, focusing on flexible automation and intelligent workstations and production lines [1] - Revenue composition includes: 76.29% from welding industrial robot system integration, 12.55% from energy storage systems, 5.19% from non-welding industrial robot system integration, 3.24% from other sources, 1.89% from custom fixtures, and 0.85% from supplementary sources [1] Fund Holdings - According to data, one fund under ICBC Credit Suisse holds Jiangsu Beiren as its top position, with 300 shares representing 0.0002% of circulating shares [2] - The fund, ICBC SSE STAR 50 ETF Linked A (023725), has a current scale of 206 million CNY and has achieved a return of 40.3% since its inception [2] - The fund manager, Shi Baojiao, has been in position for 3 years and 314 days, with the best fund return during this period being 94.23% and the worst being -25.97% [2]

Core Insights - Jiangsu Beiren's stock price increased by 5.2% on October 9, reaching 29.15 CNY per share, with a trading volume of 148 million CNY and a turnover rate of 4.35%, resulting in a total market capitalization of 3.457 billion CNY [1] - The stock has seen a cumulative increase of 5.4% over the past three days [1] Company Overview - Jiangsu Beiren Intelligent Manufacturing Technology Co., Ltd. was established on December 26, 2011, and went public on December 11, 2019 [1] - The company specializes in providing automation and intelligent system integration solutions for industrial robots, focusing on flexible automation and intelligent workstations and production lines [1] - Revenue composition includes: 76.29% from welding industrial robot system integration, 12.55% from energy storage systems, 5.19% from non-welding industrial robot system integration, 3.24% from other sources, 1.89% from custom fixtures, and 0.85% from supplementary sources [1] Shareholder Insights - Among the top ten circulating shareholders, Huaxia Fund's Huaxia CSI Robot ETF (562500) increased its holdings by 381,400 shares in Q2, totaling 2.1271 million shares, which represents 1.79% of circulating shares [2] - The ETF has generated an estimated floating profit of approximately 3.063 million CNY today and 3.0204 million CNY during the three-day increase [2] - The Huaxia CSI Robot ETF was established on December 17, 2021, with a current size of 14.471 billion CNY and has achieved a year-to-date return of 40.61% [2]