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]

Core Viewpoint - Lierda (832149) experienced a 1.50% increase in stock price with a turnover rate of 29.31% and a trading volume of 639 million yuan, despite a net sell-off of 835,100 yuan by brokerage seats on the day [2] Trading Activity Summary - The stock was listed on the North Exchange's daily turnover list due to its turnover rate of 29.31%, with a total net sell-off of 835,100 yuan by brokerage seats [2] - The top five brokerage seats accounted for a total transaction volume of 133 million yuan, with buying amounting to 65.998 million yuan and selling amounting to 66.8335 million yuan, resulting in a net sell-off of 835,100 yuan [2] - The largest buying brokerage was Dongfang Caifu Securities, Lhasa Financial City South Ring Road branch, with a buying amount of 14.8098 million yuan, while the largest selling brokerage was also Dongfang Caifu Securities, Lhasa East Ring Road Second branch, with a selling amount of 13.9311 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the trading list six times, with an average price increase of 2.02% the day after being listed and an average decline of 5.63% in the following five days [2]

Core Viewpoint - The humanoid robot concept stocks experienced a significant surge, indicating growing investor interest in this sector [1] Group 1: Stock Performance - Haoshi Electromechanical surged by 20% [1] - Lierda increased by over 14% [1] - Other notable gainers included Zhaoyi Innovation, Siwei Tuxin, and Weichuang Electric, which also saw substantial increases [1]

Group 1 - The stock of Lierda (832149) increased by 5.54% with a turnover rate of 24.37% and a trading volume of 486 million yuan, showing a price fluctuation of 7.26% [1] - The stock was listed on the trading board due to its turnover rate reaching 24.37%, with a net buying amount of 2.4861 million yuan from brokerage seats [2] - In the last six months, the stock has appeared on the trading board five times, with an average price increase of 2.15% the day after being listed and an average decline of 7.42% in the following five days [3] Group 2 - The top buying brokerage was Dongfang Caifu Securities, with a purchase amount of 13.817 million yuan, while the top selling brokerage was Guoxin Securities, with a selling amount of 11.2152 million yuan [2][3] - The trading data indicates that the top five buying brokerages collectively accounted for a transaction volume of 113 million yuan, with buying and selling amounts of 57.8799 million yuan and 55.3939 million yuan respectively [2]

Group 1 - The core point of the news is that Lierda (832149) experienced significant trading activity on August 22, 2025, with a turnover rate of 24.37% and a transaction volume of 28.12 million shares, amounting to a total transaction value of 486 million yuan [1][2][3] - The top buying seat was from Dongfang Caifu Securities Co., Ltd., Lhasa Tuanjie Road Second Securities Business Department, which purchased shares worth approximately 13.82 million yuan [1][2] - The top selling seat was from Guoxin Securities Co., Ltd., Shenzhen Hongling Middle Road Securities Business Department, which sold shares worth approximately 11.22 million yuan [1][2] Group 2 - The trading data indicates that multiple branches of Dongfang Caifu Securities were active in both buying and selling, with significant amounts traded across different branches [2] - The overall trading activity reflects a high level of interest in Lierda, as evidenced by the substantial turnover rate and the volume of shares traded [1][2]

Core Insights - The company reported a revenue of 1,171,610,876.11 yuan for the first half of 2025, representing a year-on-year growth of 25.04% [2] - The net profit attributable to shareholders of the listed company was 10,651,424.25 yuan, showing a significant year-on-year increase of 125.94% [2] Financial Performance - Revenue for the first half of 2025 reached approximately 1.17 billion yuan, indicating strong growth compared to the previous year [2] - The net profit for the same period was around 10.65 million yuan, reflecting a substantial increase in profitability [2]