截至6月30日，陈友持有公司股份5213.78万股，占公司总股本的8.18%，累计质押1273.69万股，占公司 总股本2.00%，占其持有公司股份的24.43%。 天源迪科强调，公司拥有完善的治理结构及内部控制机制，公司董事会运作正常，生产经营管理情况正 常，公司及下属子公司生产经营稳步推进。上述事项不会对公司正常生产经营产生重大不利影响。 资料显示，深圳天源迪科信息技术股份有限公司于2010年1月20日上市，公司的主营业务是软件和信息 技术服务、ICT产品销售及增值服务。公司的主要产品是应用软件及服务、运营业务、系统集成工程、 ICT产品销售。 2025年前三季度，公司营业收入为63亿元，同比增长12.44%；归母净利润为3860.30万元，同比增长 19.75%；扣非归母净利润为2710.34万元，同比增长3.76%。 12月9日盘后，天源迪科（300047）发布公告称，公司于近日收到由江西省景德镇乐平市监察委员会签 发的关于公司董事长陈友的《留置通知书》，陈友被实施留置。截至本公告披露日，公司尚未知悉上述 事项的进展及结论。 2024年年报显示，陈友，男，61岁，中国国籍，无境外居留权。1986年毕业 ...

Core Viewpoint - Tianyuan Dike's stock price has shown a significant increase of 37.20% year-to-date, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Tianyuan Dike achieved a revenue of 6.3 billion yuan, representing a year-on-year growth of 12.44% [2]. - The net profit attributable to shareholders for the same period was 38.603 million yuan, reflecting a year-on-year increase of 19.75% [2]. Stock Market Activity - As of October 31, Tianyuan Dike's stock price was 16.10 yuan per share, with a market capitalization of 10.268 billion yuan [1]. - The stock experienced a net inflow of 23.707 million yuan from main funds, with significant buying activity from large orders [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on May 7, where it recorded a net purchase of 111 million yuan [1]. Shareholder Information - As of October 20, the number of shareholders for Tianyuan Dike was 94,200, a decrease of 0.55% from the previous period [2]. - The average number of circulating shares per shareholder increased by 0.55% to 5,795 shares [2]. - The company has distributed a total of 285 million yuan in dividends since its A-share listing, with 28.6985 million yuan distributed in the last three years [3].

Core Viewpoint - Tianyuan Dike reported revenue and profit growth in the first half of 2025, but experienced declines in gross margin and net margin, indicating potential challenges in profitability management [2][3][9] Revenue and Profit - Total revenue reached 4.148 billion yuan, a year-on-year increase of 19.27% - Net profit attributable to shareholders was 34.8796 million yuan, up 13.97% year-on-year; non-recurring net profit was 32.7668 million yuan, a 25.83% increase [2] - In Q2, total revenue was 1.978 billion yuan, growing 1.13% year-on-year; net profit was 21.6677 million yuan, up 0.72% year-on-year; non-recurring net profit was 21.8488 million yuan, increasing 6.15% [2] Key Financial Indicators - Gross margin and net margin decreased to 8.57% and 0.99%, down 13.87% and 41.16% year-on-year, respectively - Operating expenses as a percentage of revenue were 4.28%, a decrease of 16.13% year-on-year - Earnings per share were 0.05 yuan, a 13.96% increase year-on-year; net asset value per share was 5.16 yuan, down 1.15% year-on-year [3] Accounts Receivable and Cash Flow - Accounts receivable were significant, accounting for 7145.92% of the latest annual net profit, totaling 1.658 billion yuan, down 5.92% year-on-year - Operating cash flow per share was 1.06 yuan, a substantial increase of 150.67% year-on-year, primarily due to increased sales collections from ICT products [4] Debt Situation - Interest-bearing liabilities amounted to 2.278 billion yuan, a decrease of 8.57% year-on-year - The interest-bearing asset-liability ratio was 33.86%, with the total interest-bearing liabilities to the average operating cash flow over the past three years at 30.8% [5] Main Revenue Composition - Main revenue sources included ICT product sales at 3.503 billion yuan, accounting for 84.45% of total revenue with a gross margin of 5.02% - Application software and services generated 380 million yuan, 9.15% of total revenue, with a gross margin of 32.66% - Operating business revenue was 245 million yuan, 5.91% of total revenue, with a gross margin of 22.00% [6] Industry Distribution - Revenue from the financial sector was 330 million yuan, 7.97% of total revenue, with a gross margin of 28.41% - Revenue from the telecommunications sector was 227 million yuan, 5.47% of total revenue, with a gross margin of 30.47% - Revenue from the government sector was 26.5483 million yuan, 0.64% of total revenue, with a gross margin of 22.94% [7] Regional Distribution - Revenue from the southern region was 184 million yuan, 4.43% of total revenue, with a gross margin of 25.96% - Revenue from the eastern region was 163 million yuan, 3.93% of total revenue, with a gross margin of 26.10% - Revenue from the northern region was 111 million yuan, 2.68% of total revenue, with a gross margin of 33.41% - Overseas revenue was 35.0808 million yuan, 0.85% of total revenue, with a gross margin of 35.24% [8] Comprehensive Evaluation - Overall, Tianyuan Dike achieved revenue and profit growth in the first half of 2025, but the decline in gross and net margins raises concerns about profitability management - The company needs to focus on managing accounts receivable and cash flow to ensure sustainable future growth, along with monitoring debt levels and financial expenses [9]