2025 年 8 月 12 日，公司公告拟通过收购股权及增资方式，以人民币 21,315.88 万元对价获得南京神源生智能科技有限公司（以下简称南京神源生或 标的公司）53.2897%股权，交易完成后，南京神源生将成为公司的控股子公司， 并纳入公司合并报表范围。公司公告称，本次交易不构成关联交易、不构成重大 资产重组，也无需提交公司股东会审议。根据本所《股票上市规则》第 13.1.1 条等有关规定，现请你公司核实并披露以下事项。 证券代码：600053 证券简称：九鼎投资 公告编号：临 2025-045 昆 吾 九 鼎 投 资 控 股 股 份 有 限 公 司 K u n w u J i u d i n g I n v e s t m e n t H o l d i n g s C O . , L t d 关于收到《上海证券交易所关于对昆吾九鼎投资控股 股份有限公司收购股权及增资事项的问询函》的公告 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、准确性和完整性承担法律责任。 昆吾九鼎投资控股股份有限公司（以下简称"公司"或"九鼎投资"）于 2025 年 8 ...

人民财讯8月12日电，二连板九鼎投资（600053）8月12日晚间发布股票交易异常波动公告称，公司8月 12日披露了关于收购南京神源生智能科技有限公司部分股权并对其增资的公告，但受市场竞争及行业政 策等因素影响，在实际运行过程中仍不能排除交易风险、政策风险、市场风险、经营风险和管理风险 等。公司现有业务与南京神源生业务分属不同行业，属于跨界收购，存在一定的行业整合风险。 ...

每经AI快讯，8月12日，九鼎投资（600053）公告称，公司股票于2025年8月8日、11日和12日连续3个 交易日内收盘价格涨幅偏离值累计达到20%，属于股票交易异常波动。公司目前生产经营活动正常，无 其他应披露而未披露的重大信息。公司预计2025年半年度将出现亏损，且在收购南京神源生智能科技有 限公司过程中存在多种风险。公司现有业务与南京神源生业务分属不同行业，属于跨界收购，存在一定 的行业整合风险，即：若双方在企业文化、管理模式、技术路线等方面未能有效协同，可能导致整合效 果不及预期。敬请广大投资者注意投资风险。 ...

九鼎投资公告，本公司股票于2025年8月8日、8月11日和8月12日连续3个交易日内日收盘价格涨幅偏离 值累计达到20%，属于股票交易异常波动。公司于2025年8月12日披露了《关于收购南京神源生智能科 技有限公司部分股权并对其增资的公告》。但受市场竞争及行业政策等因素影响，在实际运行过程中仍 不能排除交易风险、政策风险、市场风险、经营风险和管理风险等。公司现有业务与南京神源生业务分 属不同行业，属于跨界收购，存在一定的行业整合风险。 ...

Market Overview - The Shanghai Composite Index rose by 0.5% to 3665.92 points, the Shenzhen Component Index increased by 0.53% to 11351.63 points, the ChiNext Index climbed by 1.24% to 2409.4 points, and the STAR 50 Index gained 1.91% to 1069.81 points. The total trading volume in the Shanghai and Shenzhen markets reached 18815.2 billion yuan [1]. Sector Movements - Market hotspots were scattered, with active performance in the robotics sector, leading to stocks like Feiya and others hitting the daily limit. The brain-machine interface concept also saw strength, with stocks like Zhejiang Dongri reaching the daily limit. The real estate sector was active, with companies like Shahe Co. also hitting the daily limit [1]. Stock Performance - A total of 60 stocks hit the daily limit, with 112 stocks rising over 7%, 82 stocks increasing between 5-7%, and 195 stocks rising between 3-5%. Conversely, 2917 stocks fell within 0-3%, and 15 stocks dropped over 7% [4]. Notable Stocks - Key stocks hitting the daily limit included: - Jiuding Investment (600053.SH) with plans for acquisition and involvement in humanoid robots and real estate [5] - Shahe Co. (000014.SZ) focusing on real estate and project advancement [5] - Zhejiang Dongri (600113.SH) involved in brain-machine interfaces and state-owned enterprise reform [5] - Xinjiang Torch (603080.SH) in the natural gas sector [5] - Feiya (000026.SZ) linked to aerospace and robotics [5] Industry Insights - The Ministry of Industry and Information Technology and six other departments recently released opinions on promoting the innovation and development of the brain-machine interface industry. By 2027, breakthroughs in key technologies are expected, along with the establishment of an advanced technical, industrial, and standard system [6].

截至2025年8月12日收盘，九鼎投资(600053)报收于19.67元，上涨10.01%，已连续涨停2天，换手率 1.22%，成交量5.28万手，成交额1.04亿元。 | 序号 | 营业部名称 | 买入额 (万元) | 卖出额 (万元) | 净额 (万元) | | --- | --- | --- | --- | --- | | 1 | 沖股通专用 | | 2613.80 | -2613.80 | | 2 | 兴业证券股份有限公司南充分公司 | | 1002.32 | -1002.32 | | 3 | 国信证券股份有限公司佛山分公司 | | 613.79 | -613.79 | | ব | 招商证券股份有限公司深圳福民路证券营业部 | | 547.53 | -547.53 | | 5 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | | 537.89 | -537.89 | | | 合计： | | 5315.33 | -5315.33 | 从龙虎榜公布的三日买卖数据来看，北向资金合计净买入1223.13万元。 | 序号 | 营业部名称 | 买入额 (万元) | 卖出额(万元) | 净额(万元) | | ...

从资金流向上来看，当日多元金融板块主力资金净流入6.06亿元，游资资金净流入7046.85万元，散户资 金净流出6.76亿元。多元金融板块个股资金流向见下表： 证券之星消息，8月12日多元金融板块较上一交易日上涨1.39%，九鼎投资领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。多元金融板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600053 | 九鼎投资 | 19.67 | 10.01% | 5.28万 | | 1.04亿 | | 603093 | 南华期货 | 23.20 | 5.84% | 42.49万 | | 9.72亿 | | 600318 | 新力金融 | 10.39 | 4.95% | 103.26万 | | 10.72亿 | | 300773 | 拉卡拉 | 28.05 | 4.70% | 80.41万 | | 22.07亿 | | 002316 | ST亚联 | 5.73 | 4. ...

8月12日，A股全天震荡拉升，市场分化明显，个股逾3100股下跌。全天成交额1.9万亿，较上个交易日 放量约546亿。截至收盘，沪指涨0.50%，深证成指涨0.53%，创业板指涨1.24%，科创50涨近2%。 市场分析认为，这些利好消息影响市场： 第一，今早，中美斯德哥尔摩经贸会谈联合声明发布，双方同意：自2025年8月12日起再次暂停实施 24%的关税90天，同时保留按该行政令规定对这些商品加征的剩余10%的关税。 第二，今天市场上突然传出，DeepSeek-R2的预计发布时间窗口为2025年8月15日至8月30日，但具体日 期尚未官宣。 第三，截至8月11日，沪深两市融资余额实现重要突破，时隔十年再次突破两万亿元大关。 盘面上，市场热点较为杂乱。券商、保险、多元金融等大金融板块强势，国盛金控涨停；芯片产业链集 体爆发，旭光电子涨停；脑机接口等医疗器械板块持续活跃，创新医疗涨停；新疆振兴概念再度拉升， 八一钢铁、北新路桥"三连板"；港口航运异动拉升，南京港涨停；跨境支付概念股尾盘走强，恒宝股份 涨停。此外，燃气、房地产、通信设备、煤炭开采等板块均有所表现。下跌方面，锂等能源金属板块回 调；军工、光伏设备、影 ...

Group 1 - The core point of the news is that Jiuding Investment has acquired a 53.2897% stake in Nanjing Shenyuan Intelligent Technology Co., Ltd. for 213.15 million yuan, marking its entry into the robotics sector and expanding into a new growth area [1][3][7] - Following the announcement, Jiuding Investment's stock surged to a limit-up, reaching 19.67 yuan, with a total market capitalization of 8.528 billion yuan [1] - The acquisition involves a cash purchase of 37.7196% of the shares, which will be diluted to 28.2897% after a subsequent capital increase of 100 million yuan, resulting in a total investment of 213.15 million yuan [5][6] Group 2 - Nanjing Shenyuan, founded in 2012 by Professor Dai Zhendong from Nanjing University of Aeronautics and Astronautics, specializes in six-dimensional force sensors and related products, with its core product being the six-dimensional force sensor [5][6] - The company has recently sent samples of its six-dimensional force sensors to Tesla's humanoid robot team, receiving positive feedback, although it is currently facing financial challenges with projected revenues of 208,800 yuan and a net loss of 624,340 yuan for 2024 [5][6] - The overall valuation of Nanjing Shenyuan before the transaction was 300 million yuan, an increase from the previous round of financing at 200 million yuan, indicating a growing market potential for its products in the humanoid robotics sector [6][7] Group 3 - Jiuding Investment views this acquisition as a strategic move to respond to national policies encouraging mergers and acquisitions, aiming to enhance its industrial layout and cultivate new growth drivers [7] - The company believes that controlling Nanjing Shenyuan will allow it to penetrate a critical segment of the robotics supply chain, thereby strengthening its core competitiveness and creating a second growth curve [7] - Despite the long-term strategic benefits, Jiuding Investment acknowledges potential risks related to market competition and industry policies that could impact the transaction and operational management [7] Group 4 - Jiuding Investment is currently facing financial pressure, with projected losses of 44 million to 55 million yuan for the first half of 2025, marking a significant downturn from previous earnings [8][9] - The decline in profits is attributed to reduced income from private equity management and a downturn in the real estate sector, with fewer available properties and lower average sales prices compared to the previous year [9][10] - In 2024, Jiuding Investment reported total revenue of 338 million yuan, a year-on-year increase of 20.34%, but a net loss of 268 million yuan, indicating ongoing challenges in its core business [10][12]

Financial Sector Performance - The financial sector experienced a collective surge in the morning, with major indices such as banks, multi-financial services, insurance, and brokerage firms showing significant gains [2][10] - Agricultural Bank of China has notably performed well, achieving a historical high for six consecutive days, with a total of ten increases in the last eleven trading days [12] - The rise in financial stocks is likely linked to the peak period for semi-annual report disclosures, with most listed banks reporting positive net profit growth [14] Medical Device Market Growth - The medical device sector saw a strong performance, with the index rising over 3% in the morning, reaching a new high for the year [5][7] - The Chinese medical device market is projected to reach 1.11 trillion yuan in 2024, growing by 12.3%, and is expected to exceed 1.3 trillion yuan by 2025 [8] - The AI medical device market is experiencing rapid growth, with a projected market size of 8.545 billion yuan in 2024, reflecting a year-on-year increase of 213.6% [8] Investment Trends in Medical Devices - The procurement scale for new medical devices in China is expected to grow rapidly, with a year-on-year increase of 41% in the first half of 2025 [9] - The growth logic in the medical device industry is shifting from domestic substitution to internationalization and technological innovation, leading to a potential revaluation of the sector [9] - Optimized procurement policies and improving bidding data are expected to lead to performance turning points in the medical device sector in the latter half of this year and into next year [9]