【导读】东土科技拟购买高威科100%股份 中国基金报记者 若文 三次闯关IPO未果的高威科，终于迎来资本市场的"新通道"。 10月31日，东土科技宣布拟通过发行股份及支付现金的方式收购高威科100%股权，并募集配套资金。本次交易预计构成重大资产重组，公司股票将于11月3 日复牌。 高威科或"曲线上市" 据公告披露，东土科技拟通过发行股份及支付现金的方式向张浔、刘新平等43名交易对象购买高威科100.00%股份，并向不超过35名特定投资者发行股份募 集配套资金。 高威科是一家专业从事工业自动化、数字化综合服务和自动化控制系统核心产品研发、生产和销售的高新技术企业，长期为制造业客户提供自动化控制解决 方案服务，业务覆盖新能源电池、光伏、汽车、消费电子、环保、印刷包装等制造业细分行业。 公开资料显示，东土科技成立于2000年，公司主营业务是工业互联网核心硬件及软件技术的研发、生产与销售，主要产品为工业操作系统及相关软件服务、 智能控制器及解决方案、工业网络通信。 今年以来，东土科技接连出手，通过投资与设立子公司等方式布局具身智能和半导体行业。 东土科技表示，本次收购后，一方面，提升装备制造，特别是高端装备制造领域核 ...

10月29日，由中国能建国际集团、新能源国际投资联盟主办，阳光电源承办的第二届第四次新能源国际投资联盟业务交流会暨联盟大会在安徽合肥顺利举 行。来自政府部门、行业协会、国际机构及联盟成员企业的代表齐聚一堂，围绕"智领双碳 能绘新篇"主题，共同探讨全球新能源产业高质量发展的路径与 机遇，深化国际合作，共谋绿色低碳未来。 中国能建海外运营总监、新能源国际投资联盟理事长吕泽翔主持大会开幕式并致辞。斯里兰卡驻华使馆公使衔参赞娜丽卡·科迪卡塔，中国机电产品进出口 商会副会长石永红，安徽省商务厅二级巡视员张远琴，中国光伏行业协会理事长、阳光电源股份有限公司董事长曹仁贤，正泰集团股份有限公司轮值总裁栾 广富，隆基绿能科技股份有限公司中国区总裁高军等嘉宾出席大会并致辞。 吕泽翔在致辞中表示，联盟自成立以来，累计孵化项目超40GW，打造了一批具有国际影响力的示范工程，为全球新能源发展提供了强劲支撑。面对新能源 产业新机遇与新挑战，他倡议，坚持理性经营、共赢合作，坚持创新引领、科技赋能，坚持可持续发展、打造中国品牌。希望各方携手构建更加开放、协 同、高效的国际新能源合作网络，实现全球绿色能源发展共赢。 娜丽卡·科迪卡塔在致辞中表 ...

Group 1 - Company is planning to acquire 100% equity of Beijing Gaoweike Electric Technology Co., Ltd. through a combination of issuing shares and cash payment, and will raise matching funds [1] - The acquisition involves 43 shareholders, including the actual controllers Zhang Xun and Liu Xinping [1] Group 2 - In the first half of 2025, the company achieved operating revenue of 390 million yuan, with a net profit attributable to shareholders of -88.8 million yuan, reducing losses by 43.3 million yuan year-on-year [2] - The gross margin of the industrial operating system and related software services increased by 11.56%, with orders growing by 72.35% year-on-year [2] - The smart controller business achieved orders of 48.6 million yuan, a year-on-year increase of 93.41%, indicating progress in new business expansion [2] - The company implemented refined management, optimizing incentive mechanisms and simplifying business processes, resulting in a 5.20% decrease in management expenses and a 15.07% increase in revenue per employee [2]

Core Viewpoint - Dongtu Technology (300353) is planning to acquire 100% equity of Beijing Gaoweike Electric Technology Co., Ltd. through a combination of share issuance and cash payment, and will raise matching funds. The company's stock will be suspended from trading starting October 21 [1][3]. Group 1: Acquisition Details - The acquisition involves all 43 shareholders, including the actual controllers Zhang Xun and Liu Xinping of Gaoweike [3]. - Gaoweike's business scope includes technology development, consulting, services, training, and sales of various industrial automation and control systems, as well as software services and import/export activities [3]. Group 2: Financial Performance - In the first half of 2025, the company achieved operating revenue of 390 million yuan, with a net profit attributable to shareholders of -88.8 million yuan, reducing losses by 4.33 million yuan year-on-year [4]. - The gross margin of the industrial operating system and related software services increased by 11.56%, with orders growing by 72.35% year-on-year. The smart controller business saw orders of 48.6 million yuan, a year-on-year increase of 93.41% [4]. Group 3: Management and Efficiency - The company continues to implement refined management practices, optimizing incentive mechanisms and simplifying business processes, resulting in a 5.20% year-on-year decrease in management expenses and a 10.67% decrease in sales expenses [5]. - Per capita revenue increased by 15.07% year-on-year, indicating improved operational efficiency [5].

Core Viewpoint - Dongtu Technology (300353) is planning to acquire 100% equity of Beijing Gaoweike Electric Technology Co., Ltd. through a combination of issuing shares and cash payment, with the stock suspension starting from October 21 [1][3]. Group 1: Acquisition Details - The acquisition involves all 43 shareholders, including the actual controllers Zhang Xun and Liu Xinping of Gaoweike [3]. - Gaoweike's business scope includes technology development, consulting, sales of industrial automation systems, and software services [3]. Group 2: Financial Performance - In the first half of 2025, Dongtu Technology achieved revenue of 390 million yuan, with a net profit attributable to shareholders of -88.8 million yuan, showing a year-on-year reduction in losses by 4.33 million yuan [4]. - The gross margin of the industrial operating system and related software services increased by 11.56%, with orders growing by 72.35% year-on-year [4]. - The smart controller business saw orders of 48.6 million yuan, a year-on-year increase of 93.41%, indicating progress in new business expansion [4]. Group 3: Management and Efficiency - The company continues to implement refined management practices, optimizing incentive mechanisms and simplifying business processes [4]. - Management expenses decreased by 5.20% year-on-year, while revenue per employee increased by 15.07%, and sales expenses fell by 10.67% [4].

I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00353 | 說明 | 能源國際投資 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 150,000,000,000 | HKD | | 0.01 | HKD | | 1,500,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 150,000,000,000 | HKD | | 0.01 | HKD | | 1,500,000,000 | 本月底法定/註冊股本總額： HKD 1,500,000,000 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算 ...

Core Viewpoint - Dongtu Technology (300353) is strategically investing in the embodied robotics sector by acquiring stakes in Shenzhen Zhujidong Power Technology Co., Ltd. and Chengdu Annu Intelligent Technology Co., Ltd., and plans to lead a Series A funding round for Beijing Humanoid Robot Innovation Center Co., Ltd. [2] Group 1: Investment and Strategic Focus - Dongtu Technology's investments encompass hardware manufacturers, software model foundations, and scenario-based companies, highlighting a strong emphasis on ecological collaboration [2] - Zhujidong, founded in 2022, focuses on developing full-size humanoid robots and has attracted investments from top-tier institutions such as Alibaba, JD.com, and NIO Capital [2] - Annu Intelligent, a scenario-based company, has successfully implemented embodied intelligent robots in industrial applications, achieving commercial orders [3][4] Group 2: Technological Development and Applications - Zhujidong's humanoid robot, Oli, can autonomously perform tasks such as tennis ball recognition and retrieval, showcasing advanced motion control technology [3] - Annu Intelligent plays a crucial role in collecting vertical scene data to bridge the gap between robotic technology and practical applications [4] - Dongtu Technology aims to focus on key areas such as motion control and industrial training scenarios through its investments [4] Group 3: Research and Ecosystem Building - The Beijing Humanoid Robot Innovation Center is the first national-local collaborative platform for embodied intelligence, focusing on common technology research and ecosystem development [5] - Dongtu Technology's previous investments in the embodied intelligence sector include the launch of the Hongdao AI robot operating system, which aims to address key technological bottlenecks in domestic robotics [5][6] - The Hongdao Intewell operating system is positioned as the core of the full-stack technology for embodied intelligent robots, supporting diverse intelligent applications [6]

Summary of Key Points Core Viewpoint - As of September 4, 60 stocks reached their 52-week highs, indicating a positive market trend with notable performances from specific companies such as Gaoshan Enterprises, Milan Station, and Yongyi International [1]. Group 1: 52-Week Highs - Gaoshan Enterprises (00616) achieved a closing price of 0.350 with a peak of 0.370, marking a high rate of 60.87% [1]. - Milan Station (01150) closed at 0.340, reaching a high of 0.360, with a high rate of 44.00% [1]. - Yongyi International (01218) had a closing price of 3.830 and a peak of 4.100, resulting in a high rate of 17.14% [1]. - Other notable stocks include: - Cheng Tian Jia He (01132) with a high rate of 16.49% [1]. - San Ye Cao Biotechnology - B (02197) with a high rate of 16.46% [1]. - Capital Financial Holdings (08239) with a high rate of 16.28% [1]. Group 2: 52-Week Lows - Wanma Holdings (02935) reached a low of 0.034, reflecting a decline of 25.00% [2]. - Rongyang Industrial (02078) had a closing price of 0.160, with a low of 0.069, indicating a drop of 15.85% [2]. - Energy International Investment (00353) closed at 0.295, reaching a low of 0.275, down by 12.70% [2]. - Other significant declines include: - Qianli Holdings (08367) with a drop of 12.00% [2]. - Yunkang Group (02325) with a decline of 10.71% [2]. - Wanwei International (00167) down by 7.41% [2].

Core Viewpoint - The recent volatility in the Hong Kong stock market has led to increased investor interest in certain small-cap stocks, particularly Energy International Investment Holdings (00353.HK), which has shown impressive financial performance despite its small size [1][3]. Financial Performance - Over the past twelve months, the company reported revenue of approximately HKD 152 million, while achieving a net profit of HKD 256 million, indicating a net profit significantly higher than revenue, a rarity among Hong Kong-listed companies [3]. - The company's price-to-earnings ratio (TTM) has dropped to below 1.5 times, reflecting a very low valuation, with a market capitalization maintained in the range of HKD 300 million to HKD 400 million [3]. - The earnings per share (EPS) for the fiscal year 2025 has risen to HKD 0.24, compared to HKD 0.056 in the same period of 2024, showcasing a multiple growth in profit levels within a year [3]. Investment Logic - Supporters argue that the company's core business linked to energy logistics has stable market demand, combined with the cash flow characteristics of its insurance brokerage business, providing a degree of defensiveness [4]. - Critics caution that the profit statement may include non-recurring income, suggesting that the true profitability could be overstated if one-time items are excluded [4]. - The company has low trading activity and limited institutional coverage, which results in low stock price elasticity, making its undervaluation more pronounced [4]. Business Overview - Energy International Investment Holdings transitioned its business focus from mineral resources to energy logistics and insurance around 2010, with its terminal and storage services primarily catering to the liquid chemical and oil-related industries [4]. - The company's operations are significantly influenced by international energy price fluctuations and regional demand, indicating a cyclical nature [4]. - The insurance brokerage business contributes stable cash flow, supplementing the overall profitability of the company [4]. Market Outlook - Overall, Energy International Investment Holdings is characterized as a small-cap stock with extremely low valuation, attracting attention due to its impressive profit data and low PE ratio [5]. - The market is generally awaiting further evidence to confirm the sustainability of its profits, which will be crucial for the company's valuation recovery [5]. - The company's ability to explore new growth avenues beyond its core business and maintain stable shareholder returns will be key factors influencing its long-term valuation [5].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 本月底法定/註冊股本總額： HKD 1,500,000,000 第 1 頁 共 10 頁 v 1.1.1 FF301 致：香港交易及結算所有限公司 公司名稱: 能源國際投資控股有限公司 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00353 | 說明 | 能源國際投資 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 150,000,000,000 | HKD | | 0.01 | HKD | | 1,500,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本 ...