9月23日，碧兴物联（维权）跌1.97%，成交额2122.51万元。两融数据显示，当日碧兴物联获融资买入 额213.36万元，融资偿还218.42万元，融资净买入-5.06万元。截至9月23日，碧兴物联融资融券余额合 计2938.82万元。 资料显示，碧兴物联科技(深圳)股份有限公司位于广东省深圳市宝安区西乡街道龙腾社区汇智研发中心 C座15-17楼，成立日期2012年1月18日，上市日期2023年8月9日，公司主营业务涉及智慧环境监测、公 共安全大数据。主营业务收入构成为：数字生态(环境监测运营服务)63.28%，数字生态(环境监测仪器 及系统)29.44%，数字公安(移动接入网数据采集分析系统)2.69%，数字农业2.51%，数字水利/水务 2.06%，其他(补充)0.02%。 截至6月30日，碧兴物联股东户数3950.00，较上期增加8.19%；人均流通股11611股，较上期减少 7.57%。2025年1月-6月，碧兴物联实现营业收入1.11亿元，同比增长11.16%；归母净利润-2391.32万 元，同比减少298.20%。 分红方面，碧兴物联A股上市后累计派现706.67万元。 责任编辑：小浪快报 ...

Group 1 - The core viewpoint of the news is the performance and market position of Bixing IoT, which experienced a decline in stock price and has a significant market capitalization [1] - Bixing IoT's main business areas include smart environmental monitoring and public safety big data, with revenue contributions from various segments such as digital ecology and digital water management [1] - The company was established on January 18, 2012, and went public on August 9, 2023, with a current stock price of 22.66 CNY per share and a total market value of 1.779 billion CNY [1] Group 2 - The fund "Zhongjia Specialized and New Quantitative Stock Selection Mixed Initiation A" holds a significant position in Bixing IoT, ranking as the eighth largest holding in the fund [2] - As of the latest report, the fund has a total asset size of 29.0192 million CNY and has achieved a year-to-date return of 57.52% [2] - The fund manager, Lin Muchen, has been in charge for 2 years and 124 days, with the best fund return during this period being 56.91% [3]

导读： 碧兴物联2024年营收3.29亿元，同比下降5.91%，净利润亏损0.39亿元，同比下降264.92%，主要受行业需求减弱、项目进度放缓及新业务培育期等因素 影响。 2 0 2 4年度公司实现营业收入3 . 2 9亿元，同比上年下降5 . 9 1%，归属于母公司股东净利润- 0 . 3 9元，同比下降2 6 4 . 9 2%。主要系受行业市场需求偏 弱，部分客户财政资金紧张，在执行订单部分项目工程实施进度推进缓慢；而数字农业、数字水利水务等新业务增长尚需一定的周期等综合因 素影响，公司经营业绩不及上年，由盈转亏。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 | | | | | 里应: 元 巾神:人民巾 | | --- | --- | --- | --- | --- | | | | | 本期比 上年同 | | | 主要会计数据 | 2024年 | 2023年 | 期增减 | 2022年 | | | | | (%) | | | 营业收入 | 329, 358, 434. 20 | 350. 043. 672. 31 | -5. 91 ...

Core Viewpoint - Bixing Wulian's performance has drastically changed post-IPO, raising questions about the authenticity of its financial data and potential irregularities surrounding its listing [1][2][4] Group 1: Performance and Financial Data - Bixing Wulian reported a revenue of 329 million yuan in 2024, a decrease of 5.91% year-on-year, and a net loss of 38.54 million yuan, a decline of 264.92% [2] - The company experienced a significant performance drop after its IPO, with a net loss of 10.22 million yuan in Q1 2024, a decrease of 443.46% year-on-year [2] - The company has faced continuous regulatory inquiries since its listing, indicating concerns about the authenticity of its financial data [2][4] Group 2: IPO and Valuation Concerns - Bixing Wulian's IPO was marked by a significant valuation increase, with a registered capital increase from 53 million yuan to 58.89 million yuan, raising its valuation to approximately 900 million yuan [9][10] - The company’s financial performance prior to its IPO showed substantial growth, with revenue growth rates of 13.52% and 40.3% in 2020 and 2021, respectively [4] - There are discrepancies between Bixing Wulian's reported data and that of its industry peers, raising questions about the accuracy of its financial disclosures [7] Group 3: Customer Relationships and Transactions - Shanghai Koze became Bixing Wulian's largest customer in 2022, contributing 57.69 million yuan in sales, which accounted for 12.21% of total revenue [18] - There are concerns regarding the high performance bond ratios in contracts with Shanghai Koze, which exceed standard industry practices [24][25] - Bixing Wulian's relationship with former employees who now work for Shanghai Koze raises potential conflicts of interest and questions about the legitimacy of business dealings [20][21] Group 4: Regulatory and Compliance Issues - The company has faced criticism from regulators for its slow project progress and failure to disclose significant contracts in a timely manner [30] - Bixing Wulian's core investment projects have seen minimal progress, with completion rates of 0% and 6.57% for key initiatives as of the end of 2024 [30] - The company has been subject to public criticism and regulatory scrutiny due to its financial practices and governance issues [30]

本次发行股票拟在科创板上市，科创板公司具有研发投入大、经营风险 高、业绩不稳定、退市风险高等特点，投资者面临较大的市场风险。投 资者应充分了解科创板的投资风险及本公司所披露的风险因素，审慎作 出投资决定。 碧兴物联科技（深圳）股份有限公司 BESCIENT TECHNOLOGIES CO., LTD. （深圳市宝安区新安街道兴东社区67区留仙三路1号润恒工业区厂房2栋301） 首次公开发行股票并在科创板上市 招股说明书 无锡市新吴区菱湖大道 200 号中国物联网国际创新园 F12 栋 保荐机构（主承销商） 碧兴物联科技（深圳）股份有限公司 招股说明书 声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发行 人自行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行承担 股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投资风险。 1 ...

本次发行股票拟在科创板上市，科创板公司具有研发投入大、经营风险 高、业绩不稳定、退市风险高等特点，投资者面临较大的市场风险。投 资者应充分了解科创板的投资风险及本公司所披露的风险因素，审慎作 出投资决定。 碧兴物联科技（深圳）股份有限公司 招股意向书 招股意向书 无锡市新吴区菱湖大道 200 号中国物联网国际创新园 F12 栋 碧兴物联科技（深圳）股份有限公司 BESCIENT TECHNOLOGIES CO., LTD. （深圳市宝安区新安街道兴东社区 67 区留仙三路 1 号润恒工业区厂房 2 栋 301） 保荐机构（主承销商） 首次公开发行股票并在科创板上市 | 本次发行概况 | | --- | 声明 | 发行股票类型 | 人民币普通股（A 股） | | | | | | --- | --- | --- | --- | --- | --- | | 发行股数 | 本次发行 19,630,000 股 | | | | | | 每股面值 | 人民币 元 1.00 | | | | | | 每股发行价格 | 人民币【】元 | | | | | | 预计发行日期 | 2023 年 | 7 | 月 | 31 | 日 | | ...

本次发行股票拟在科创板上市，科创板公司具有研发投入大、经营风险 高、业绩不稳定、退市风险高等特点，投资者面临较大的市场风险。投 资者应充分了解科创板的投资风险及本公司所披露的风险因素，审慎作 出投资决定。 碧兴物联科技（深圳）股份有限公司 BESCIENT TECHNOLOGIES CO., LTD. （深圳市宝安区新安街道兴东社区 67 区留仙三路 1 号润恒工业区厂房 2 栋 301） 首次公开发行股票并在科创板上市 招股说明书 本公司的发行申请尚需经上海证券交易所和中国证监会履行相应程序。本招 股说明书不具有据以发行股票的法律效力，仅供预先披露之用。投资者应当 以正式公告的招股说明书作为投资决定的依据。 保荐机构（主承销商） 无锡市新吴区菱湖大道 200 号中国物联网国际创新园 F12 栋 碧兴物联科技（深圳）股份有限公司 招股说明书 声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》规定 ...