深圳市道通科技股份有限公司 2025年前三季度业绩预告的自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 股票代码：688208 股票简称：道通科技 公告编号：2025-079 转债代码：118013 转债简称：道通转债 2025年1月1日至2025年9月30日。 （二）业绩预告情况 1、经财务部门初步测算，预计2025年1-9月实现归属于母公司所有者的扣除非经常性损益的净利润为 69,500万元至72,300万元，与上年同期相比，将增加25,140万元至27,940万元，同比增长56.67%至 62.98%。 2、预计2025年1-9月实现归属于母公司所有者的净利润为71,000万元至73,800万元，与上年同期相比， 将增加16,872万元至19,672万元，同比增长31.17%至36.34%。 （三）本次业绩预告未经注册会计师审计。 二、上年同期业绩情况和财务状况 上年同期归属于母公司所有者的扣除非经常性损益的净利润：44,359.93万元。 上年同期归属于母公 ...

Core Viewpoint - Datong Technology (688208.SH) expects a net profit attributable to shareholders of 710 million to 738 million yuan for the period from January to September 2025, representing a year-on-year growth of 31.17% to 36.34% [1] Group 1: AI+ Diagnosis Sector - The company continues to deepen its AI multimodal voice large model and AIAgents applications in the AI+ diagnosis field, leading to rapid growth in performance [1] - The digital maintenance products with AI features have received high recognition from customers, contributing to significant performance growth, particularly in the TPMS product line, which maintains high-speed growth [1] Group 2: AI+ Charging Sector - In the AI+ charging sector, the company has launched a new generation of smart energy solutions driven by AI, achieving self-research of core components and system integration innovation [1] - The company continues to deepen the application of "digital intelligent source charging large model" and various AIAgents such as charging operation cloud, operation and maintenance cloud, and energy management cloud [1] - The company is advancing project delivery for top global clients across multiple industries, including energy, transportation, parking lots, and hotel apartments [1] Group 3: Organizational Transformation - During the reporting period, the company has promoted AI-driven digital transformation and organizational capability building, leading to continuous optimization and improvement of operational efficiency [1]

Core Viewpoint - Daotong Technology (688208.SH) expects significant growth in net profit for the first three quarters of 2025, driven by advancements in AI applications across various sectors [1] Financial Performance - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, of between 695 million and 723 million yuan for January to September 2025, representing an increase of 251.4 million to 279.4 million yuan year-on-year, which translates to a growth rate of 56.67% to 62.98% [1] - The expected net profit for the same period is projected to be between 710 million and 738 million yuan, reflecting an increase of 168.72 million to 196.72 million yuan compared to the previous year, equating to a growth rate of 31.17% to 36.34% [1] AI Applications and Innovations - In the AI + diagnostics sector, the company is deepening its AI multimodal voice large model and AIAgents applications, with AI-enabled digital repair products receiving high customer recognition, leading to rapid performance growth, particularly in TPMS products which continue to see high growth [1] - In the AI + charging sector, the company has launched a new generation of smart energy solutions driven by AI, achieving innovation in core component self-research and system integration, while further developing the "digital intelligent source charging large model" along with various AIAgents applications in energy, transportation, parking operations, and hotel apartments for top global clients [1] - During the reporting period, the company has promoted AI-driven digital transformation and organizational capability building, resulting in continuous optimization and enhancement of operational efficiency [1]

人民财讯10月10日电，道通科技(688208)10月10日公告，预计2025年1—9月实现归属于母公司所有者的 净利润为7.1亿元至7.38亿元，同比增长31.17%至36.34%。本期在AI+诊断领域，公司持续深化AI多模态 语音大模型和AI Agents应用，具备AI特性的数字维修新品获得客户高度认可，实现了业绩的快速增 长，其中TPMS产品持续保持高速增长。 ...

道通科技公告，预计2025年前三季度实现归属于母公司所有者的净利润为7.1亿元至7.38亿元，与上年同 期相比，将增加1.69亿元至1.97亿元，同比增长31.17%至36.34%。报告期内，公司在AI+诊断领域和 AI+充电领域的业绩快速增长，其中AI特性的数字维修新品获得客户高度认可，TPMS产品持续保持高 速增长。同时，公司推动AI驱动的数智化变革和组织能力建设，运营效率持续优化提升。 ...

道通科技所属申万行业为：计算机-计算机设备-其他计算机设备。所属概念板块包括：DeepSeek概念、 人工智能、专精特新、中盘、传感器等。 9月25日，道通科技盘中上涨2.05%，截至10:24，报38.32元/股，成交1.63亿元，换手率0.64%，总市值 256.81亿元。 资金流向方面，主力资金净流出212.61万元，特大单买入947.83万元，占比5.80%，卖出1083.42万元， 占比6.63%；大单买入3341.92万元，占比20.44%，卖出3418.94万元，占比20.91%。 道通科技今年以来股价涨50.26%，近5个交易日涨1.13%，近20日跌8.19%，近60日涨21.88%。 资料显示，深圳市道通科技股份有限公司位于广东省深圳市南山区西丽街道松坪山社区高新北六道36号 彩虹科技大楼，成立日期2004年9月28日，上市日期2020年2月13日，公司主营业务涉及汽车智能诊断、 检测分析系统及汽车电子零部件的研发、生产、销售和服务。主营业务收入构成为：汽车诊断产品 29.61%，智能充电网络解决方案22.34%，TPMS产品21.98%，AI及软件11.98%，ADAS产品8.85%，其 ...

Core Viewpoint - Daotong Technology's stock has shown significant volatility, with a year-to-date increase of 46.81% but a recent decline in the last five and twenty trading days [1][2] Company Overview - Daotong Technology, established on September 28, 2004, and listed on February 13, 2020, is located in Shenzhen, Guangdong Province. The company specializes in automotive intelligent diagnostics, detection analysis systems, and automotive electronic components [1] - The company's revenue composition includes: automotive diagnostic products (29.61%), intelligent charging network solutions (22.34%), TPMS products (21.98%), AI and software (11.98%), ADAS products (8.85%), and other products and services (5.24%) [1] Financial Performance - For the first half of 2025, Daotong Technology achieved a revenue of 2.345 billion yuan, representing a year-on-year growth of 27.35%. The net profit attributable to shareholders was 480 million yuan, with a year-on-year increase of 24.29% [2] - Since its A-share listing, Daotong Technology has distributed a total of 1.408 billion yuan in dividends, with 955.8 million yuan distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, Daotong Technology had 19,400 shareholders, a decrease of 14.96% from the previous period. The average number of circulating shares per shareholder increased by 74.39% to 34,563 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 43.2716 million shares, an increase of 17.2622 million shares from the previous period. New entrants among the top ten shareholders include the Bosera SSE STAR 50 ETF and the Southern CSI 1000 ETF [3]

Group 1 - The core viewpoint of the news is that Daotong Technology's stock has experienced a decline of 5.06%, with a current price of 35.82 CNY per share and a total market capitalization of 24.006 billion CNY [1] - Daotong Technology, established on September 28, 2004, specializes in automotive intelligent diagnostics, detection analysis systems, and automotive electronic components, with its main revenue sources being automotive diagnostic products (29.61%), intelligent charging network solutions (22.34%), TPMS products (21.98%), AI and software (11.98%), ADAS products (8.85%), and other products and services (5.24%) [1] Group 2 - From the perspective of fund holdings, one fund under Dongfang Fund has a significant position in Daotong Technology, specifically the Dongfang Automotive Industry Trend Mixed A fund, which held 80,700 shares, accounting for 2.92% of the fund's net value, ranking as the seventh largest holding [2] - The Dongfang Automotive Industry Trend Mixed A fund, established on February 9, 2022, has a current scale of 51.9937 million CNY, with a year-to-date return of 36.91% and a one-year return of 65.6% [2]

Core Viewpoint - Daotong Technology has shown significant stock performance with a year-to-date increase of 47.63% and a market capitalization of 25.795 billion yuan as of September 16 [1][2]. Company Overview - Daotong Technology, established on September 28, 2004, and listed on February 13, 2020, is located in Shenzhen, Guangdong Province. The company specializes in the research, development, production, sales, and service of automotive intelligent diagnostic and detection analysis systems, as well as automotive electronic components [1]. - The revenue composition of Daotong Technology includes: automotive diagnostic products (29.61%), intelligent charging network solutions (22.34%), TPMS products (21.98%), AI and software (11.98%), ADAS products (8.85%), and other products and services (5.24%) [1]. Financial Performance - For the first half of 2025, Daotong Technology achieved an operating income of 2.345 billion yuan, representing a year-on-year growth of 27.35%. The net profit attributable to shareholders was 480 million yuan, with a year-on-year increase of 24.29% [2]. - Since its A-share listing, Daotong Technology has distributed a total of 1.025 billion yuan in dividends, with 575 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Daotong Technology had 19,400 shareholders, a decrease of 14.96% from the previous period. The average number of circulating shares per shareholder increased by 74.39% to 34,563 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 43.2716 million shares, an increase of 17.2622 million shares from the previous period. New entrants among the top ten circulating shareholders include Bosera CSI Star Market Artificial Intelligence ETF and Southern CSI 1000 ETF [3].

Core Viewpoint - The company has achieved significant growth in revenue and profit in the first half of 2025, driven by advancements in AI technology and strategic market positioning [2][3]. Financial Performance - In the first half of 2025, the company reported revenue of 2.345 billion yuan, a year-on-year increase of 27% [2]. - The net profit attributable to shareholders was 475 million yuan, up 64% year-on-year, while the net profit after deducting non-recurring items reached 506 million yuan, reflecting a 75% increase [2]. - In Q2 2025, the company achieved revenue of 1.252 billion yuan, a 14% increase from Q1, and a net profit of 281 million yuan, up 41% from Q1 [2]. Business Segment Highlights - The company focuses on an "AI" strategy, with AI and software revenue reaching 281 million yuan, a 30.13% increase year-on-year, and a gross margin exceeding 99% [3][9]. - The AI-driven diagnostic business generated 1.54 billion yuan in revenue, a 23% increase, with specific products like TPMS and ADAS showing significant growth [4][11]. - The energy smart hub segment achieved revenue of 524 million yuan, a 40% increase, driven by new charging solutions and improved gross margins [6]. AI-Driven Innovations - The company has launched new AI-powered diagnostic tools, such as the UltraS2, which significantly enhance repair efficiency and user experience [4][5]. - The introduction of the IA1000 ADAS calibration system has improved accuracy and usability, leading to increased sales and market recognition [5]. - The company is advancing its AI capabilities across various business functions, enhancing operational efficiency and decision-making [8]. Market Trends and Opportunities - The TPMS market is experiencing rapid growth due to regulatory changes mandating the installation of tire pressure monitoring systems in new vehicles, with an estimated annual demand exceeding 30 billion yuan [11]. - The company is well-positioned to capitalize on the growing demand for AI-driven solutions in various sectors, including energy and transportation [6][12].