Market Performance - On September 29, the communication equipment sector rose by 1.31%, with Sanwang Communication leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Individual Stock Performance - Notable performers included: - Sanwang Communication (688618) with a closing price of 26.97, up 7.11% on a trading volume of 33,500 shares [1] - Kunheng Shunwei (688283) closed at 33.49, up 6.69% with a volume of 29,500 shares [1] - Youfang Technology (651889) at 71.85, up 6.65% with a volume of 75,400 shares [1] - Other significant gainers included Shijia Technology (002796), ST Jinglun (600355), and Guangku Technology (300620) [1] Capital Flow Analysis - The communication equipment sector experienced a net outflow of 1.666 billion yuan from institutional investors and 153 million yuan from speculative funds, while retail investors saw a net inflow of 1.819 billion yuan [2] - Key stocks with significant capital flow included: - New Yisheng (300502) with a net inflow of 500 million yuan from institutional investors, but a net outflow of 322 million yuan from speculative funds [2] - Other stocks like Guangku Technology (300620) and Dekeli (688205) also showed mixed capital flows [2]

证券代码：832149 证券简称：利尔达 公告编号：2025-100 利尔达科技集团股份有限公司股票解除限售公告 利尔达科技集团股份有限公司（以下简称"公司"）2021 年员工持股计划第 一个锁定期已于 2025 年 9 月 15 日届满,第一个锁定期达成解锁条件。具体详见 公司在北京证券交易所官方信息披露平台(http://www.bse.cn/)上披露的《关于 2021 年员工持股计划第一个锁定期届满暨达成解锁条件的公告》（公告编号： 2025-099）。 | | | | 是否为控 | | | | 本次解 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序 | 股东姓名或名 | | 股股东、 | 董事、监 事、高级 | 本次解限 | 本次解除 | 除限售 股数占 | 尚未解除 | | | | | 实际控制 | | | 限售登记 | | 限售的股 | | 号 | 称 | | 人或其一 | 管理人员 | 售原因 | 股票数量 | 公司总 | 票数量 | | | | | | 任职情况 | | | 股本比 | | | | | | 致行动人 ...

证券代码：832149 证券简称：利尔达 公告编号：2025-099 利尔达科技集团股份有限公司 关于 2021 年员工持股计划第一个锁定期届满 暨达成解锁条件的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 利尔达科技集团股份有限公司(以下简称"公司")2021 年员工持股计划第 一个锁定期已于 2025 年 9 月 15 日届满,第一个锁定期达成解锁条件。根据《关 于上市公司实施员工持股计划试点的指导意见》《北京证券交易所上市公司持续 监管指引第 3 号——股权激励和员工持股计划》及公司《2021 年员工持股计划》 《2021 年员工持股计划管理办法》等相关规定，现将有关事项公告如下: 一、2021 年员工持股计划已履行的相关程序 （一）2021 年 4 月 26 日，公司召开第三届董事会第十五次会议审议通过了 《利尔达科技集团股份有限公司 2021 年第一次股票定向发行说明书》《利尔达 科技集团股份有限公司 2021 年员工持股计划（草案）》《利尔达科技集团股份 有限公司 2021 年员工持 ...

Group 1 - The core viewpoint of the report is that the company, Lierda Technology Group Co., Ltd., is under continuous supervision by Guosen Securities, which has not identified any major issues during the review period [1][2] - The company has a significant reliance on imported electronic components, making it vulnerable to fluctuations in the RMB exchange rate, which could impact profitability [2][3] - The company's major shareholders hold 60.12% of the shares, and any improper control by them could harm the interests of minority shareholders [3] Group 2 - The company's accounts receivable amounted to 765.11 million yuan, representing 37.47% of total assets, indicating potential risks if major clients face financial difficulties [2][4] - The company's inventory value was 586.21 million yuan, accounting for 28.71% of total assets, which could lead to significant impacts if market conditions lead to unsold inventory [4][5] - The company experienced a decline in performance and gross margin due to external factors such as inflation and geopolitical issues, but there was a recovery in the domestic chip market and growth in overseas business [5][6] Group 3 - For the fiscal year 2024, the company reported a net loss of 115.66 million yuan, primarily due to increased market competition and asset impairment losses [5] - In the first half of 2025, the company achieved a net profit of 6.45 million yuan, indicating a return to profitability, although the overall profit remains low [5][6] - There are no pledges or freezes on the shares held by major shareholders or executives as of June 30, 2025 [6]

证券代码：832149 证券简称：利尔达 公告编号：2025-096 利尔达科技集团股份有限公司 2025 年第五次临时股东会决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 9 月 4 日 2.会议召开地点：杭州市文一西路 1326 号利尔达物联网科技园 1 号楼 18 楼 会议室 3.会议召开方式：现场投票和网络投票相结合的方式 4.会议召集人：董事会 5.会议主持人：董事长叶文光 6.召开情况合法合规的说明： 本次股东会会议召开符合有关法律、行政法规、部门规章、规范性文件和公 司章程。 （二）会议出席情况 2.公司董事会秘书出席会议； 部分高级管理人员列席会议 二、议案审议情况 （一）审议通过《出售资产暨关联交易的议案》 1.议案表决结果： 同意股数 1,523,402 股，占本次股东会有表决权股份总数的 100%；反对股 数 0 股，占本次股东会有表决权股份总数的 0%；弃权股数 0 股，占本次股东会 有表决权股 ...

2、保荐机构已与公司签订保荐协议，明确了双方在持续督导期间的权利义 务。 3、本持续督导期间，保荐机构通过与公司的日常沟通、现场回访等方式开 展持续督导工作。 4、本持续督导期间，保荐机构根据相关法规和规范性文件的要求履行持续 督导职责，具体内容包括： （1）查阅公司章程、三会议事规则等公司治理制度、三会会议材料； （2）查阅公司财务管理、会计核算和内部审计等内部控制制度，查阅公司 2025 年半年度报告等文件； 国信证券股份有限公司 关于利尔达科技集团股份有限公司 2025 年半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《北京证券交易所股票上市规则》 等有关法律法规、规范性文件等的规定，国信证券股份有限公司（以下简称"国 信证券"或"保荐机构"）作为利尔达科技集团股份有限公司（以下简称"利尔达" 或"公司"）的保荐机构，负责利尔达的持续督导工作，并出具 2025 年半年度持 续督导跟踪报告。 一、持续督导工作概述 1、保荐机构制定了持续督导工作制度，制定了相应的工作计划，明确了现 场检查的工作要求。 （3）查阅公司与控股股东、实际控制人及其关联方相关交易的相关内部审 议文件、信息披露文件； ...

国浩律师(杭州) 事务所 关 于 利尔达科技集团股份有限公司 2025 年第五次临时股东会的 法律意见书 二〇二五年九月 国浩律师（杭州）事务所 股东会法律意见书 国浩律师(杭州) 事务所 关 于 利尔达科技集团股份有限公司 2025 年第五次临时股东会的 浩律師(杭州)事務所 GRANDALL LAW FIRM (HANGZHOU) 地址: 杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编: 310008 Grandall Building, No.2&No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 电子邮箱/Mail: grandallhz@grandall.com.cn 网址/Website: http://www.grandall.com.cn 法律意见书 致:利尔达科技集团股份有限公司 国浩律师(杭州)事务所(以下简称"本所")接受利尔达科技集团股份有 限公 ...

Investment Rating - The report indicates a positive outlook for the industry, suggesting a focus on high elasticity varieties and potential growth in specialized sectors [1][3]. Core Insights - The North Exchange A-shares saw a trading volume of 37.77 billion yuan on September 2, 2025, an increase of 9.73 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1574.88, up 0.40% [1][8]. - The specialized and innovative index closed at 2737.44, reflecting a 0.26% increase, indicating resilience in the market despite broader economic challenges [1][8]. - A total of 196 out of 274 companies listed on the North Exchange experienced price increases, highlighting a positive market sentiment [1][14]. Summary by Sections Market Review - The North Exchange A-shares trading volume reached 37.77 billion yuan, marking a significant increase of 9.73 billion yuan from the previous day [1][8]. - The North Exchange 50 Index recorded a closing price of 1574.88, with a PE_TTM of 77.14 times, while the specialized and innovative index closed at 2737.44 [1][8]. Stock Performance - Among the 274 companies, 196 saw their stock prices rise, with the top gainers being Hengjin Induction (30.0%), Hongyu Packaging (30.0%), and Shunyu Precision (21.1%) [1][14][16]. - Conversely, the top decliners included Gebijia (-7.6%) and Lierda (-4.9%), indicating a mixed performance across the board [1][14][15]. Important News - Mitsubishi Heavy Industries plans to double its gas turbine production capacity within two years due to rising global demand driven by equipment replacement cycles and data center construction [2][17]. - The new power system industry is entering a golden development period, with companies like CATL and Envision Technology actively positioning themselves despite existing challenges [2][18]. Company Announcements - Huiwei Intelligent announced the use of 33.55 million yuan of idle funds for cash management, with an unexpired balance of 90.22 million yuan, representing 36.17% of its net assets for 2024 [2][19]. - Forward Technology reported the purchase of structured deposit products with 15 million yuan of idle funds, expecting an annualized return of 0.70% to 1.25% [2][20]. - Hongyu Packaging triggered an abnormal trading fluctuation due to a cumulative price deviation of 68.93% over two trading days [2][21].

Group 1 - Lierda (832149) was listed on the Longhu list on August 27, 2025, due to a trading method of continuous bidding, with a turnover rate of 27.13% and a transaction volume of 31.3 million shares, amounting to 559 million yuan [1][2]. - The top buying seat was from Guosen Securities Co., Ltd. Shenzhen Hongling Middle Road Securities Business Department, with a purchase amount of 18.46 million yuan [1][2]. - The top selling seat was from Eastmoney Securities Co., Ltd. Lhasa East Ring Road First Securities Business Department, with a selling amount of 9.14 million yuan [1][2]. Group 2 - The total buying amounts from various securities firms included: 14.84 million yuan from Dongfang Securities Co., Ltd. Hangzhou Jiji Road Securities Business Department and 14.64 million yuan from an institutional special account [2]. - The total selling amounts from various securities firms included: 8.87 million yuan from Eastmoney Securities Co., Ltd. Lhasa East Ring Road First Securities Business Department and 8.84 million yuan from Guotai Haitong Securities Co., Ltd. Shenzhen Xiangmi Lake Road Business Department [2].

Group 1 - The core point of the news is that Lierda (832149) has seen significant trading activity on August 25, 2025, with a turnover rate of 29.31% and a transaction volume of 33.82 million shares, amounting to 639 million yuan [1][2][3] - The top buying seat was from Dongfang Caifu Securities Co., Ltd., Lhasa Financial City South Ring Road Securities Business Department, with a purchase amount of approximately 14.81 million yuan [1][2] - The top selling seat was also from Dongfang Caifu Securities Co., Ltd., Lhasa East Ring Road Second Securities Business Department, with a selling amount of approximately 13.93 million yuan [1][2] Group 2 - The trading data indicates that the total buying amount from the top five buying seats was approximately 63.67 million yuan, while the total selling amount from the top five selling seats was approximately 63.67 million yuan as well [2] - The trading activity reflects a high level of interest in Lierda, as evidenced by the substantial turnover and the involvement of multiple securities business departments [1][2] - The overall market sentiment towards Lierda appears to be active, with significant engagement from various trading desks [1][2]