Core Points - The announcement details the listing of restricted shares for Nanjing Kanni Electromechanical Co., Ltd. following a major asset restructuring [1][4][15] - A total of 805,062 shares will be listed for circulation on October 23, 2025 [2][3][15] - The company has undergone significant changes in its share capital structure since the asset acquisition in 2017 [6][7][8] Group 1: Listing Details - The shares being listed are from a non-public offering, with a total of 805,062 shares available for circulation [2][15] - The shares are part of a major asset restructuring approved by the China Securities Regulatory Commission in 2017 [4][5] Group 2: Share Capital Changes - As of the announcement date, the total share capital of the company is 862,030,672 shares, with restricted shares amounting to 16,325,955 shares, representing approximately 1.89% of the total [6] - The company has seen fluctuations in its total share capital due to various stock issuances and cancellations over the years, including a significant increase following the acquisition of Guangdong Longxin Technology Co., Ltd. [7][8] Group 3: Legal and Compliance - The independent financial advisor has confirmed that the listing of the restricted shares complies with relevant laws and regulations, and the company has fulfilled its disclosure obligations [14] - The company has also resolved legal matters related to the return of shares by former shareholders of Longxin Technology, ensuring compliance with court rulings [13][14]

国泰海通证券股份有限公司 关于南京康尼机电股份有限公司发行股份及支付现金购买 资产并募集配套资金暨关联交易之部分限售股份上市流通 的核查意见 国泰海通证券股份有限公司(以下简称"国泰海通"或"独立财务顾问") 作为南京康尼机电股份有限公司(以下简称"康尼机电"或"上市公司")2017 年发行股份及支付现金购买资产并募集配套资金暨关联交易(以下简称"本次交 易")的独立财务顾问,根据《中华人民共和国公司法》《上市公司重大资产重组 管理办法》《上市公司并购重组财务顾问业务管理办法》《上海证券交易所股票上 市规则》等有关规定,独立财务顾问对康尼机电本次交易之部分限售股申请上市 流通事项进行了核查,现将核查情况及核查意见发表如下: 一、本次限售股上市类型 2017年11月30日,康尼机电收到中国证券监督管理委员会核发的《关于 核准南京康尼机电股份有限公司向廖良茂等发行股份购买资产并募集配套资金 的批复》(证监许可[2017]2149 号),核准上市公司向廖良茂等 16 位自然人及东 莞市众旺听股权投资合伙企业(有限合伙)等 4 家机构发行股份购买相关资产。 根据中国证券登记结算有限责任公司上海分公司于 2017年 1 ...

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、准确性和完整性依法承担法律责任。 重要内容提示： 证券代码：603111 证券简称：康尼机电 公告编号：2025-039 南京康尼机电股份有限公司 关于重大资产重组限售股份上市公告 股股份、向林锐泉发行 918,300 股股份、向蔡诗柔发行 550,981 股股份、向深圳市 泓锦文并购基金合伙企业（有限合伙）（以下简称"泓锦文并购"）发行 25,624,553 股股份、向东莞市众旺昕股权投资合伙企业（有限合伙）（以下简称"众旺昕"）发 行 19,992,026 股股份、向南京盛创置业有限公司（以下简称"盛创置业"） 发行 6,842,613 股股份。 本次股票上市类型为非公开发行股份；股票认购方式为网下，上市股数为 805,062股。 本次股票上市流通总数为805,062股。 本次股票上市流通日期为2025 年 10 月 23 日。 一、本次限售股上市类型 2017 年 11 月 30 日，南京康尼机电股份有限公司（以下简称"康尼机电"或 "公司"）收到中国证券监督管理委员会（以下简称"中国证监会"）核发的《 ...

Core Viewpoint - The company is a national-level intelligent manufacturing factory and a demonstration enterprise for single-item champions in the manufacturing industry, showcasing significant achievements in the rail transit door system market [2] Group 1: Company Achievements - The company has independently developed rail transit door systems that are exported to over 40 countries, maintaining a leading global market share [2] - The company has achieved technological breakthroughs, equipping the "Fuxing" high-speed train with domestically produced doors [2] - The company has developed several products, including the external sealing door system and high-altitude train door system, which have achieved world-first status [2]

Core Insights - The article discusses the current state and future prospects of the Chinese railway locomotive industry, highlighting significant production changes and market analysis [1]. Industry Overview - According to the National Bureau of Statistics, the production of railway locomotives in China reached 49 units in April 2025, representing a year-on-year increase of 172.2% [1]. - From January to April 2025, the cumulative production of railway locomotives was 143 units, showing a cumulative decline of 6.5% compared to the previous year [1]. Companies Mentioned - Listed companies in the railway locomotive sector include China CNR Corporation (601766), China Railway Group (601390), China Railway Construction Corporation (601186), Jinxi Axle (600495), Taiyuan Heavy Industry (600169), Times New Material (600458), Shenzhou High-speed Railway (000008), Kanni Electromechanical (603111), Huihong Technology (002296), and Jin Yi Industrial (601002) [1]. Reports and Research - The article references a report by Zhiyan Consulting titled "Analysis of the Current Market Situation and Future Prospects of the Chinese Railway Locomotive Industry from 2025 to 2031," which provides in-depth industry research and insights [1].

Core Insights - 康尼机电 has significantly increased its export business, with new orders totaling 1.011 billion yuan in 2024, representing a 50.90% increase compared to the previous year [1] - The company has developed innovative technologies, such as the "multi-lock + multi-seal door" system, which enhances safety and comfort for high-speed trains [2] - 康尼机电 has established a strong international presence, with its products now covering over 40 countries and regions, achieving a 20% market share in overseas markets [5] Group 1 - 康尼机电's intelligent manufacturing workshop utilizes robots and various instruments for efficient assembly of train doors, showcasing advanced manufacturing capabilities [1] - The company has made significant technological advancements, including the development of the first fully domestically produced railway passenger door system in China [3] - 康尼机电's commitment to customized production based on user needs has allowed it to compete effectively against foreign competitors [2] Group 2 - The establishment of the European Innovation Development Center in Paris aims to better understand customer needs and competitive dynamics, guiding the company's technological innovations [5] - 康尼机电 has expanded its international partnerships, recently signing a memorandum of understanding with Australia's Asico, highlighting the strategic value of sharing expertise with a global manufacturing leader [4] - The company's products are integral to major international projects, such as the Yawan High-Speed Railway and the China-Laos Railway, enhancing its global footprint [4]

Group 1 - The core viewpoint of the article highlights the current state and future prospects of the Chinese railway locomotive industry, indicating a decline in production in August 2025 compared to the previous year, while showing an overall increase in cumulative production for the first eight months of 2025 [1] Group 2 - According to data from the National Bureau of Statistics, the production of railway locomotives in China in August 2025 was 48 units, representing a year-on-year decrease of 22.6% [1] - Cumulative production of railway locomotives from January to August 2025 reached 488 units, reflecting a cumulative growth of 20.5% [1] - The article references a report by Zhiyan Consulting titled "Analysis of the Current Market Situation and Future Prospects of the Chinese Railway Locomotive Industry from 2025 to 2031" [1]

Group 1 - Jiangsu Youao Intelligent Technology Co., Ltd. increased R&D efforts to meet specific demands in Germany, France, and Southeast Asia, achieving an export sales revenue of 823 million yuan, a year-on-year increase of 10.38%, despite a 20% decline in the U.S. market [1][3] - In 2024, Jiangsu's foreign trade import and export is expected to reach 5.62 trillion yuan, marking a historical high and maintaining the second position nationally for 22 consecutive years [1][3] - Jiangsu attracted 19.05 billion USD in actual foreign investment in 2024, ranking first in the country for seven consecutive years [1] Group 2 - Nanjing Konne Electric Co., Ltd. successfully delivered high-speed train doors in collaboration with Nanjing Engineering Institute, showcasing its innovation capabilities [2][3] - The company emphasizes the importance of R&D investment, with approximately 3.5% of revenue allocated to R&D, enabling rapid product development and maintaining industry leadership [3] Group 3 - Bosch Siemens Home Appliances (Jiangsu) Co., Ltd. upgraded its R&D center in Nanjing to a global R&D center, highlighting China's market potential and talent resources [4][5][6] - Hawe China has the highest manufacturing efficiency and lowest costs among its global subsidiaries, benefiting from a robust supply chain in the Yangtze River Delta region [6][7] Group 4 - Jiangsu has implemented strategies to optimize the business environment and support foreign enterprises, including tailored services to help foreign companies navigate local supply chains [9][10] - The region has organized various events to facilitate supply-demand matching and promote foreign trade enterprises' participation in international exhibitions [10]

Core Viewpoint - The transformation of traditional industries in Jiangsu Province is centered around intelligent upgrades and digital transformation, creating a replicable "Jiangsu model" for national industrial digitalization [1][2]. Group 1: Industrial Reconstruction - Jiangsu's three-year action plan for intelligent transformation signifies a fundamental shift in manufacturing logic, aiming for 50% of large-scale industrial enterprises to achieve basic-level smart factory standards by 2027 [2][3]. - The province has established a three-dimensional promotion system of "policy guidance + platform empowerment + benchmark demonstration" to support this transformation [2][3]. - The integration of 5G technology with the Internet of Things in Wuxi has led to a 37% reduction in product defect rates and a 45% increase in order response speed [2][4]. Group 2: Key Dimensions of Transformation - The transformation involves three key dimensions: intelligent production methods, digital value chain extension, and green ecological reconstruction [3][4]. - The shift from traditional manufacturing to service-oriented manufacturing is emphasized, alongside the integration of carbon neutrality goals into the smart manufacturing system [3][4]. Group 3: Exemplary Cases - Nanjing Konne's project showcases a 30% reduction in R&D cycles through data platform construction, breaking down departmental data barriers [4][5]. - Zhongke Su Valve's application of 5G and industrial internet has improved equipment utilization by 40% and reduced energy consumption by 25% [4][5]. - Changzhou Times New Energy's "zero-carbon factory" has achieved 100% green electricity supply and a 35% reduction in energy consumption per unit of output [4][5]. Group 4: Strategic Actions for Intelligent Transformation - Five strategic actions are proposed: mechanism construction, technical support, ecological cultivation, green transformation, and talent-driven initiatives [6][7]. - A dynamic cultivation system covering the entire lifecycle of enterprises is to be established, with differentiated policy support based on the classification of smart factories [7][8]. Group 5: Future Directions - Jiangsu's "smart transformation" practice is evolving into a comprehensive system encompassing technological innovation, ecological co-construction, and institutional innovation [10]. - Future efforts should focus on overcoming key technological challenges, building cross-industry industrial internet platforms, and establishing a regulatory framework suitable for the digital economy [10].

Core Viewpoint - Jiangsu's foreign trade has achieved a growth rate of 5.1% in the first eight months of the year, driven primarily by its strong manufacturing sector [1][3]. Group 1: Manufacturing Strength - Jiangsu's total import and export value reached 3.82 trillion yuan, with exports amounting to 2.55 trillion yuan, reflecting a 9% increase [1]. - The province's manufacturing capabilities are highlighted by significant projects such as ultra-high voltage direct current (UHVDC) transmission and high-speed rail, showcasing the strength of Jiangsu enterprises on the global stage [3][5]. - Companies like Bo Rui Electric and Xi Dian Transformer are leading in UHVDC equipment manufacturing, contributing to major international projects [3][4]. Group 2: Technological Advancements - The current wave of international expansion is characterized as a technology-driven upgrade battle, with companies focusing on advanced manufacturing techniques [2]. - Jiangsu's manufacturing sector is increasingly adopting smart manufacturing and digital transformation strategies to enhance global competitiveness [12]. Group 3: Global Market Penetration - Companies such as Yadea and Youao Intelligent Technology are successfully expanding their presence in international markets, with Yadea focusing on Southeast Asia and Youao achieving a 16% global market share in mobile air conditioning [7][9]. - Yadea plans to establish local R&D and production bases to better cater to regional market needs, while Youao is diversifying its market structure and enhancing its e-commerce capabilities [8][10]. Group 4: Future Outlook - Jiangsu's manufacturing sector is set to gain more market competitiveness as it continues to upgrade its smart manufacturing capabilities [13].