Group 1 - The core viewpoint of the report is that Tongxingbao is entering a period of explosive growth in its smart transportation business, supported by recent contract wins totaling approximately 329 million yuan [1][3] - The company has maintained a target price of 27.83 yuan, reflecting a revised earnings forecast for 2025-2027 with EPS estimates of 0.58, 0.79, and 1.04 yuan respectively [2] - The smart transportation industry is experiencing high growth driven by both policy support and market demand, with significant government initiatives aimed at digital transformation in transportation infrastructure [3] Group 2 - In 2024, the company achieved total revenue of 896 million yuan, a year-on-year increase of 20.75%, and a net profit of 210 million yuan, up 9.81% [2] - The company signed contracts for two major projects in May 2025, which are expected to significantly boost its performance and demonstrate its competitive strength in the smart transportation sector [3] - The gross margin for 2024 was reported at 44.99%, slightly down by 1.97 percentage points, while the gross margin for Q1 2025 improved to 54.65%, an increase of 1.72 percentage points due to optimized product structure [2]

2025年第一季度，博通集成实现营业收入1.65亿元，同比减少1.56%；归属于上市公司股东的净利润 1649.28万元，同比增长1,256.10%；归属于上市公司股东的扣除非经常性损益的净利润266.96万元，同 比增长180.18%；经营活动产生的现金流量净额1.02亿元，上年同期为-126.48万元。 中国经济网北京5月28日讯博通集成（603068）(603068.SH)日前发布2024年年度报告和2025年一季度报 告。2024年，博通集成实现营业收入8.28亿元，同比增长17.49%；归属于上市公司股东的净利 润-2472.49万元，上年同期为-9402.76万元；归属于上市公司股东的扣除非经常性损益的净利润-4278.29 万元，上年同期为-1.24亿元；经营活动产生的现金流量净额-1.06亿元，上年同期为4104.96万元。 | | | | | 单位:元 币种:人民币 | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 本期 比上 | 2022年 | | | | | 年同 | | | | | | 期增 | | | | | | ...