证券代码：920080 证券简称：奥美森 公告编号：2025-128 奥美森智能装备股份有限公司 关于签署募集资金三方监管协议的公告 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。 募集资金已于 2025 年 9 月 24 日划至公司指定账户，上述募集资金到位情况 已经大信会计师事务所（特殊普通合伙）验资，并出具了《验资报告》（大信验 字[2025]第 5-00021 号）。 二、募集资金监管协议的签署情况 为规范公司募集资金管理，保护投资者权益，根据《北京证券交易所股票上 市规则》和《北京证券交易所上市公司持续监管指引第 9 号——募集资金管理》 等相关法律、法规和规范性文件的规定，公司开设募集资金专项账户存放本次向 三、监管协议主要内容 （一）甲方已在乙方开设募集资金专项账户（以下简称"专户"），该专户仅 用于甲方募集资金的存储和使用，不得用作其他用途。 一、募集资金情况概述 奥美森智能装备股份有限公司（以下简称"公司"）向不特定合格投资者公 开发行股票并在北京证券交易所上市申请于 2025 年 6 ...

Core Insights - The specialized equipment sector experienced a slight increase of 0.02% on October 23, with Sai Xiang Technology leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Sector Performance - Notable gainers in the specialized equipment sector included: - Yunjia Technology (002337) with a closing price of 7.02, up 10.03% and a trading volume of 864,300 shares, totaling 596 million yuan [1] - Shihua Machinery (000852) at 9.34, up 10.01% with a trading volume of 2,720,200 shares, totaling 2.531 billion yuan [1] - Shandong Molong (002490) at 9.36, up 9.99% with a trading volume of 1,097,100 shares, totaling 1 billion yuan [1] Capital Flow - The specialized equipment sector saw a net outflow of 2.135 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.673 billion yuan [2] - The capital flow for specific stocks indicated: - He Dung Intelligent (603011) had a net inflow of 1.011 billion yuan from institutional investors, but a net outflow from retail investors [3] - Lingyun Optics (688400) experienced a net inflow of 82.8594 million yuan from institutional investors [3]

Core Viewpoint - The Beijing Stock Exchange (BSE) continues to experience a high level of enthusiasm for new stock listings, with significant first-day performance from recent IPOs, indicating strong market demand and potential for future growth [1][6][11]. New Stock Performance - Two recent IPOs, Aomeisen and Changjiang Nengke, achieved remarkable first-day gains of 349.82% and 254.03%, respectively [1][2]. - The average first-day increase for BSE stocks this year is approximately 331%, with several stocks seeing gains exceeding 400% [6][7]. Market Activity and Investor Interest - The recent IPOs attracted substantial investor interest, with frozen funds exceeding 700 billion yuan for each offering. Aomeisen had 59.88 million investors participating, while Changjiang Nengke attracted 64.26 million [4][5]. - The subscription rates for these new stocks were extremely high, with Aomeisen's subscription multiple reaching 4493.5 times and Changjiang Nengke at 4791.85 times [4]. Future Outlook - Industry experts predict that the BSE will see around 30 new stock listings in 2025, with an average fundraising amount of approximately 2 billion yuan per company, totaling around 60 billion yuan [1][11]. - The overall trend indicates an acceleration in new stock supply, with expectations for the number of IPOs to remain steady at about four per month in the latter half of the year [11].

4.会议召集人：董事会 证券代码：920080 证券简称：奥美森 公告编号：2025-126 奥美森智能装备股份有限公司 2025 年第四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 10 月 16 日 2.会议召开地点：公司会议室 3.会议召开方式：现场投票与网络投票相结合方式 5.会议主持人：董事长龙晓斌先生 6.召开情况合法合规的说明： 本次会议的召集、召开、议案的审议和表决程序等方面符合有关法律、行政 法规、部门规章、规范性文件和《公司章程》的规定。 （二）会议出席情况 出席和授权出席本次股东会的股东共 9 人，持有表决权的股份总数 57,780,299 股，占公司有表决权股份总数的 72.2254%。 其中通过网络投票参与本次股东会的股东共 1 人，持有表决权的股份总数 1,309,000 股，占公司有表决权股份总数的 1.6363%。 （三）公司董事、高级管理人员出席或列席股东会情况 1.公司 ...

北京市中伦（深圳）律师事务所 关于奥美森智能装备股份有限公司 2025 年第四次临时股东会的 法律意见书 二〇二五年十月 北京市中伦（深圳）律师事务所 关于奥美森智能装备股份有限公司 2025 年第四次临时股东会的 法律意见书 法律意见书 本次股东会采取现场会议和网络投票相结合的方式召开，其中网络投票通过 中国证券登记结算有限责任公司持有人大会网络投票系统进行，网络投票起止时 间为：2025 年 10 月 15 日 15:00—2025 年 10 月 16 日 15:00。 2025 年 10 月 16 日上午 10:00，本次股东会如期在中山市南区圣都南路 88 号奥美森智能装备股份有限公司会议室举行。公司董事长龙晓斌先生主持本次会 议。 致：奥美森智能装备股份有限公司 根据《中华人民共和国公司法》（下称"《公司法》"）、中国证券监督管理委 员会发布的《上市公司股东会规则》（下称"《股东会规则》"）的有关规定，北京 市中伦（深圳）律师事务所（下称"本所"）受奥美森智能装备股份有限公司（下 称"公司"）委托，指派律师出席公司 2025 年第四次临时股东会（下称"本次股 东会"或"会议"）。 本所现就本次股东会 ...

Investment Rating - The mechanical equipment industry is rated as "Standard Configuration" indicating that the industry index is expected to perform within ±10% of the market index over the next six months [46]. Core Insights - The mechanical equipment industry experienced a 2.50% decline in the last two weeks, underperforming the CSI 300 index by 2.02 percentage points, ranking 25th among 31 industries [12][18]. - Year-to-date, the mechanical equipment sector has increased by 33.88%, outperforming the CSI 300 index by 16.50 percentage points, ranking 6th among 31 industries [12][18]. - The demand for industrial robots has rebounded in the first half of 2025, with exports increasing by approximately 54.90% year-on-year [42]. - The domestic sales of excavators have shown a month-on-month increase, supported by the commencement of major national projects and ongoing demand in downstream sectors [42]. Summary by Sections 1. Market Review - As of October 16, 2025, the mechanical equipment industry has seen a 2.50% decline in the last two weeks, ranking 25th among 31 industries [12]. - The industry has increased by 33.88% year-to-date, outperforming the CSI 300 index [12][18]. - The sub-sector performance shows that the rail transit equipment II sector had the highest increase of 3.45% [18]. 2. Valuation Situation - The current PE TTM for the mechanical equipment sector is 31.64 times, with sub-sectors showing varied valuations: - General Equipment: 40.72 times - Specialized Equipment: 31.43 times - Rail Transit Equipment II: 18.39 times - Engineering Machinery: 23.84 times - Automation Equipment: 52.74 times [3][22]. 3. Data Updates - The report indicates a significant increase in the demand for industrial robots, with exports rising by 54.90% year-on-year in the first three quarters of 2025 [42]. - The domestic sales of excavators have also shown positive trends, with both domestic and international sales increasing month-on-month [42]. 4. Industry News - The Shanghai Municipal Economic and Information Commission has issued a development action plan for the intelligent terminal industry, emphasizing support for humanoid robot product development [40]. - The introduction of new industrial robots and the acceleration of product launches are expected to stimulate market performance [42]. 5. Company Announcements - Companies such as SANY Heavy Industry and Hengli Hydraulic are highlighted for their strong market positions and expected growth due to increased domestic demand [43][45]. 6. Weekly Insights - The report suggests focusing on companies like Huichuan Technology and Greentech Harmonic, which are positioned to benefit from the growth in the robotics sector [42][43].

Investment Rating - The report assigns a "Buy" rating for the company, predicting that the stock price will outperform the Shanghai Composite Index by 15% or more within the next six months [45]. Core Insights - The company, Aomeisen, specializes in intelligent manufacturing equipment, focusing on the research, design, production, and sales of smart production devices and lines, primarily serving the air conditioning, environmental protection, and new energy sectors [1][29]. - The intelligent manufacturing equipment industry in China is expected to grow from approximately 3.2 trillion yuan in 2023 to 3.6 trillion yuan in 2024, driven by increasing demand in downstream sectors [2][11]. - Aomeisen has established significant technological advantages in core areas such as forming processes, workpiece transfer, and intelligent control, which contribute to its competitive edge in the industry [3][39]. Summary by Sections 1. Industry Overview - The intelligent manufacturing equipment industry in China is in a growth phase, with increasing demand from enterprises for smart manufacturing solutions [11]. - The household appliance sector, a key application area for Aomeisen's products, is transitioning towards technology-driven competition, with a focus on quality and efficiency improvements [17]. 2. Company Overview - Aomeisen's main products include intelligent equipment for heat exchanger production and pipeline processing, with a strong customer base among leading appliance manufacturers like Gree and Midea [4][29]. - The company reported revenues of 279 million yuan, 325 million yuan, and 358 million yuan for 2022, 2023, and 2024 respectively, with a projected revenue of 191.38 million yuan for the first half of 2025, reflecting a year-on-year growth of 17.75% [1][35]. 3. Technological Innovation - Aomeisen has developed proprietary technologies such as a non-shrinkage expansion tube process, achieving over 99.6% qualification rates and reducing energy consumption by 70% [3][39]. - The company holds 467 valid patents, including 195 domestic invention patents, which protect its core technologies and enhance its market position [40]. 4. Market Position and Growth Potential - Aomeisen's core products are expected to generate significant revenue, with intelligent equipment for heat exchangers projected to account for 69.89% of its main business revenue in 2024 [4][41]. - The company is expanding into environmental protection and new energy sectors, with products like SRF/RDF production lines and lithium battery equipment, positioning itself as a multi-domain intelligent equipment service provider [6][41].

Core Insights - The company Aomisen (920080) has seen significant financing activity, with a net financing purchase of 2.1576 million yuan on October 14, 2025, contributing to a total financing balance of 7.7608 million yuan, marking a continuous net purchase over the last three trading days [1][2]. Financing Activity Summary - On October 14, 2025, the net financing purchase was 2.1576 million yuan, with a financing balance of 7.7608 million yuan, representing 1.08% of the circulating market value [2]. - On October 13, 2025, the net financing purchase was 1.0350 million yuan, with a financing balance of 5.6032 million yuan, which was 0.73% of the circulating market value [2]. - On October 10, 2025, the net financing purchase was 4.5682 million yuan, with a financing balance of 4.5682 million yuan, accounting for 0.54% of the circulating market value [2]. Margin Trading Overview - The total margin trading balance on October 14, 2025, was 7.7608 million yuan, reflecting an increase of 2.1576 million yuan, or 38.51%, compared to the previous day [3]. - On October 13, 2025, the margin trading balance was 5.6032 million yuan, with an increase of 1.0350 million yuan, or 22.66% [3]. - The margin trading balance on October 10, 2025, was 4.5682 million yuan, with no previous day data for comparison [3].

Core Points - Aomisen (920080) experienced a decline of 7.04% today, with a turnover rate of 36.34% and a trading volume of 268 million yuan, showing a fluctuation of 8.10% [2] - The stock was listed on the Beijing Stock Exchange due to its high turnover rate, with a net buying amount of 3.1077 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 52.9222 million yuan, with a buying amount of 28.0149 million yuan and a selling amount of 24.9073 million yuan, resulting in a net buying of 3.1077 million yuan [2] Brokerage Activity - The largest buying brokerage was Founder Securities Co., Ltd. Beijing Tonglin Road Securities Office, with a buying amount of 7.6052 million yuan, while the largest selling brokerage was Huafu Securities Co., Ltd. Xiamen Hubin South Road Securities Office, with a selling amount of 6.1976 million yuan [2] - Detailed trading data shows the top five buying and selling brokerages, with significant buying from Guotai Junan Securities Co., Ltd. and selling from various brokerages [2]

- The report tracks the recent IPO market performance, focusing on the Sci-Tech Innovation Board, ChiNext, and Main Board, assuming all stocks are successfully subscribed and sold at the market average price on the first listing day, ignoring lock-up restrictions. As of October 10, 2025, the IPO yield for a Class A account with a scale of 2 billion is 2.34%, while for a Class B account of the same scale, it is 2.10%. For accounts with a scale of 10 billion, the yield is 0.74% for Class A and 0.67% for Class B[10][11][12] - The report provides a rolling tracking of the average first-day increase in stock prices for 20 newly listed stocks. The average increase for Sci-Tech Innovation Board stocks is 218.45%, while for ChiNext stocks, it is 244.28%[15][16][22] - The report calculates the theoretical IPO yield for different account scales using the average winning rate of Class A accounts. The formula for calculating the full subscription yield is: $ Full\ subscription\ quantity = Maximum\ subscription\ limit \times Average\ winning\ rate $ $ Full\ subscription\ yield = (First\ board\ price - Initial\ price) \times Full\ subscription\ quantity $ The yield for most stocks ranges between 5 to 20 thousand yuan, with the highest being United Power (50.81 thousand yuan), Guangdong Jianke (17.63 thousand yuan), and Jianda Zhixin (12.58 thousand yuan)[35][36][38] - The report estimates monthly IPO yields for Class A accounts of different scales, assuming all stock quotes are shortlisted, with a 90% fund utilization rate. For a 2 billion Class A account, the cumulative yield since 2024 is 6.07%, and since 2025, it is 2.34%[39][40][41] - Similarly, the report estimates monthly IPO yields for Class B accounts of different scales. For a 2 billion Class B account, the cumulative yield since 2024 is 5.02%, and since 2025, it is 2.10%[44][45][46]