会议召开时间：2025 年 10 月 24 日（星期五）13:00-14:00 投资者可于 2025 年 10 月 17 日（星期五）至 10 月 23 日（星期四）16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 （zqsw@nnlighting.com）进行提问。公司将在说明会上对投资者普遍关注的问 题进行回答。 证券代码：605178 证券简称：时空科技 公告编号：2025-064 北京新时空科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 北京新时空科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 23 日 发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 10 月 24 日（星期五） 13:00-14:00 举行 2025 年半年度业绩说明会，就投资者关心的问 ...

Core Viewpoint - The company, Shikong Technology, is making a significant shift from its core lighting engineering business to the semiconductor storage sector, which is seen as a critical move to escape its ongoing operational difficulties [1][12]. Group 1: Business Challenges - Shikong Technology has faced severe challenges in the lighting engineering sector due to shrinking industry demand and intensified competition, leading to consecutive years of losses [2][3]. - The company's previous attempts to pivot towards smart city initiatives, such as smart parking and smart streetlights, have not yielded the expected improvements in business performance [3][4]. Group 2: Financial Issues - The company has been experiencing financial vulnerabilities, including a high level of accounts receivable and extended collection periods, which exert pressure on cash flow [5][6]. - There have been unusual spikes in revenue during the fourth quarter, raising concerns from regulatory bodies [7]. Group 3: Strategic Moves - Recently, Shikong Technology has planned a series of significant actions in the capital market, including a proposed acquisition of Shenzhen Jiahe Jingwei Electronics Technology Co., Ltd., to enter the semiconductor storage field [8][10]. - Prior to the announcement of this major restructuring, the company's stock price exhibited unusual movements, indicating a potential "early reaction" to the news [11]. Group 4: Risks of Transformation - Each transformation attempt has been accompanied by challenges such as goodwill impairment and integration difficulties, making the current move into semiconductor storage appear as a high-stakes gamble for the company [12].

关于筹划发行股份及支付现金购买资产并募集配套资金事项 进展暨继续停牌的公告 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。 证券代码：605178 证券简称：时空科技 公告编号：2025-063 北京新时空科技股份有限公司 北京新时空科技股份有限公司董事会 2025 年 10 月 16 日 特此公告。 根据上海证券交易所的相关规定，经公司申请，公司股票（证券简称：时空 科技，证券代码：605178）自 2025 年 10 月 9 日（星期四）开市起停牌，原预计 停牌时间不超过 5 个交易日。具体内容详见公司于 2025 年 10 月 10 日在上海证券 交易所网站（www.sse.com.cn）披露的《关于筹划发行股份及支付现金购买资产 并募集配套资金事项的停牌公告》（公告编号：2025-062）。 截至本公告披露之日，相关各方正在积极推进本次交易的各项工作，公司预 计无法在 2025 年 10 月 16 日（星期四）开市起复牌。鉴于本次交易尚存在不确定 性，为了保证公平信息披露、维护投资者利益，避免对公司股价造成重大影响， ...

时空科技公告，公司正在筹划以发行股份及支付现金的方式购买深圳市嘉合劲威电子科技有限公司的控 股权，并计划募集配套资金。经初步测算，预计构成重大资产重组。公司股票自2025年10月9日起停 牌，原预计停牌时间不超过5个交易日。截至公告披露日，相关各方正在积极推进交易各项工作，公司 预计无法在2025年10月16日开市起复牌。根据相关规定，经公司申请，公司股票自2025年10月16日起继 续停牌，预计继续停牌时间不超过5个交易日。 ...

每经AI快讯，Wind数据显示，10月15日，智光电气、时空科技、德力股份等12只个股停牌。 （文章来源：每日经济新闻） ...

Core Viewpoint - Beijing New Time Space Technology Co., Ltd. (referred to as "Time Space Technology") is attempting a strategic transformation by acquiring a controlling stake in Shenzhen Jiahe Jingwei Electronics Technology Co., Ltd. (referred to as "Jiahe Jingwei"), despite facing four consecutive years of losses totaling nearly 700 million yuan [1][5][6]. Group 1: Company Background - Time Space Technology, established in 2004, has focused on smart lighting engineering and has developed two main business systems centered around "night economy" and "smart city" [4]. - The company has experienced significant financial difficulties, with net losses of 18 million yuan, 209 million yuan, 207 million yuan, and 262 million yuan from 2021 to 2024, totaling approximately 696 million yuan [5]. Group 2: Acquisition Details - The acquisition plan involves issuing shares and cash payments, with the transaction price based on an assessment report from a valuation agency. The actual controller will remain unchanged, indicating a focus on business transformation rather than a change in control [7]. - Jiahe Jingwei, founded in 2012, specializes in storage chip products used in various technology sectors, including mobile devices and data centers. The company has made significant advancements, such as producing China's first memory bar and launching DDR5 memory modules [9][10]. Group 3: Industry Context - The semiconductor storage industry is experiencing a surge due to global shifts and the rise of AI technology, positioning storage chips at a strategic height [11]. - Historically dominated by international giants like Samsung and Micron, the Chinese storage industry is now witnessing breakthroughs led by domestic manufacturers like Jiahe Jingwei, filling critical gaps in the supply chain [12].

Company Overview - Beijing New Time Space Technology Co., Ltd. (referred to as "Time Space Technology") has been focusing on smart lighting engineering and has accumulated losses of nearly 700 million yuan over the past four years [1][4] - The company has established two main business systems centered around "night economy" and "smart city," covering various fields such as landscape lighting and smart parking operations [3] Financial Performance - Time Space Technology has reported continuous losses from 2021 to 2024, with net losses of -0.18 billion, -2.09 billion, -2.07 billion, and -2.62 billion yuan respectively, totaling approximately -6.96 billion yuan [4] - In the first half of 2025, the company incurred an additional loss of 66.27 million yuan, and as of June 2025, accounts receivable exceeded 400 million yuan [4] Acquisition Strategy - The company plans to acquire a controlling stake in Shenzhen Jiahe Jingwei Electronics Technology Co., Ltd. (referred to as "Jiahe Jingwei") through a combination of issuing shares and cash payments, marking a strategic shift towards the semiconductor storage sector [1][4] - The acquisition is seen as a critical move for Time Space Technology to seek a "second growth curve" after previous attempts to change control were unsuccessful [4] Target Company Profile - Jiahe Jingwei, established in 2012, specializes in storage chip products used in various technology sectors, including mobile devices and data centers [5] - The company has made significant advancements, such as producing China's first memory bar and being a pioneer in DDR5 memory module production [5] Industry Context - The global semiconductor industry is undergoing significant changes, driven by the rise of AI technology, which is elevating the strategic importance of storage chips [6] - The Chinese storage industry is experiencing a breakthrough period, with domestic manufacturers like Jiahe Jingwei filling critical gaps in the supply chain [6]

Group 1 - On October 13, 13 stocks including Zhiguang Electric, Shikong Technology, and Delixi Co., Ltd. were suspended from trading [1]

Core Viewpoint - The acquisition of a controlling stake in Jiahe Jingwei by Shikong Technology marks a significant strategic shift, allowing the traditional engineering company to enter the high-growth storage sector, while providing Jiahe Jingwei with the necessary capital for expansion and technological advancement [1][5][6]. Group 1: Acquisition Details - Shikong Technology announced plans to acquire a controlling stake in Jiahe Jingwei through a combination of share issuance and cash payment, with the transaction expected to constitute a major asset restructuring [1]. - The acquisition has led to a temporary suspension of Shikong Technology's stock, anticipated to last no more than five trading days [1]. Group 2: Jiahe Jingwei's Position - Jiahe Jingwei, established in 2012 and recognized as a national "specialized and innovative" enterprise, holds nearly 200 independent intellectual property patents and has developed significant technological advantages in firmware algorithm development and chip testing [3]. - The company plays a crucial role in the domestic storage industry, having launched China's first "China chip" memory module in 2020 and being a pioneer in DDR5 module development [3]. Group 3: Market Conditions and Expansion Needs - The current AI wave has created a tight supply-demand situation in the DRAM and NAND markets, with Morgan Stanley predicting a potential 10-year high prosperity cycle for storage, and double-digit price increases in the coming quarters [5]. - Jiahe Jingwei is in a critical expansion phase, with plans to invest 300 million yuan in new business areas such as smart automotive and information security by the end of 2024 [5]. Group 4: Shikong Technology's Strategic Shift - Shikong Technology has faced continuous losses from 2021 to 2024, with a reported loss of 66.27 million yuan in the first half of 2025, and accounts receivable exceeding 400 million yuan [6]. - The acquisition allows Shikong Technology to pivot from a traditional engineering firm to a semiconductor technology company, fundamentally reshaping its valuation logic [6]. Group 5: Future Prospects and Challenges - The acquisition is expected to accelerate Jiahe Jingwei's growth, leveraging the financing capabilities and brand endorsement of a publicly listed company to fill funding gaps for expansion and R&D [5][6]. - However, the acquisition is still in the preliminary stages, having only signed a letter of intent, and its successful implementation remains uncertain pending multiple layers of approval [6].

Group 1 - Dongfang Caifu announced that shareholders plan to transfer a total of 237.8 million shares at a price of 24.40 yuan per share, with 32 institutional investors participating in the bidding [1] - Laofengxiang's subsidiary plans to invest 24 million USD to acquire a 20% stake in Maybach Luxury Goods Asia Pacific, becoming the second-largest shareholder [1] - Saito Bio's subsidiary received a CEP certificate for Dexamethasone Sodium Phosphate, allowing it to sell in international markets [2] Group 2 - Jianglong Shipbuilding is expected to win a bid for a 600-ton fishery enforcement vessel project worth 72.99 million yuan, accounting for 4.22% of its audited revenue for 2024 [3] - Shikong Technology is planning to acquire control of Shenzhen Jiahe Jinwei Electronic Technology Co., Ltd., with stock trading suspended for up to 5 trading days [4] - Mould Technology's controlling shareholder plans to reduce its stake by up to 1% due to funding needs [5] Group 3 - Guokong Electronics expects a net profit increase of 64.72% to 80.17% for the first three quarters of 2025, with projected revenue of 340 million to 370 million yuan [7] - Beimo High-Tech anticipates a net profit increase of 50% to 60% for the same period, with a projected net profit of 125 million to 133 million yuan [8] - ST Haofeng's controlling shareholder has transferred 15.0046% of shares to Zhixin Network at a price of 6 yuan per share, totaling 331 million yuan [9] Group 4 - ST Changyuan's major shareholder plans to reduce its stake by up to 3% within 90 days due to risk management [11] - Runze Technology's shareholder plans to reduce its stake by up to 1% due to personal funding needs [12] - Limin Co. expects a net profit increase of 649.71% to 669.25% for the first three quarters of 2025, with a projected net profit of 384 million to 394 million yuan [14] Group 5 - Kanda New Materials received a government subsidy of 10.05 million yuan, accounting for 4.08% of its latest audited net profit [15] - Keheng Co.'s shareholder plans to reduce its stake by up to 1% due to personal funding needs [16] - New Hope reported a September sales revenue of 1.746 billion yuan from 1.3942 million pigs sold, with a year-on-year decline of 23.82% [18] Group 6 - Wan'an Technology plans to invest 150 million yuan to establish a joint venture in Wuhan for automotive chassis systems [19] - Wan'an Technology also intends to acquire a 40% stake in Fuao Wan'an for 26.22 million yuan, aiming for full ownership [19] - Kuai Ke Electronics' controlling shareholder plans to transfer 4% of the company's shares through an inquiry [20] Group 7 - Changan Automobile's joint venture Avita Technology has completed payment of 3.45 billion yuan for a 10% stake in Huawei's Yiwang [21]