上市公司名称：江苏必得科技股份有限公司 股票上市地点：上海证券交易所 股票简称：必得科技 股票代码：605298 信息披露义务人：扬州鼎龙启顺股权投资合伙企业（有限合伙） 住所及通讯地址：扬州市蜀冈—瘦西湖风景名胜区城北街道瘦西湖路 195 号花 都汇商务中心 6 号楼 256 室 权益变动性质：股份增加（协议转让） 签署日期：二〇二五年八月 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式 准则第15号——权益变动报告书》《公开发行证券的公司信息披露内容与格式 准则第16号——上市公司收购报告书》及其他相关法律、法规及规范性文件的 规定编写本报告书。 四、本次权益变动尚需通过上海证券交易所就本次权益变动的合规性审核 及其他必要的程序后方可实施。本次权益变动相关的审批程序能否通过及通过 时间尚存在一定不确定性，提请投资者注意相关风险。 五、本次权益变动是根据本报告书所载明的资料进行的。除信息披露义务 人和所聘请的专业机构外，没有委托或者授权任何其他人提供未在本报告书中 列载的信息和对本报告书做出任何解 ...

上市公司名称：江苏必得科技股份有限公司 股票上市地点：上海证券交易所 股票简称：必得科技 股票代码：605298 信息披露义务人一：王坚群 住所及通讯地址：江苏省常州市新北区**** 信息披露义务人二：刘英 住所及通讯地址：江苏省常州市新北区**** 信息披露义务人三：王恺 住所及通讯地址：江苏省常州市天宁区**** 二、信息披露义务人签署本权益变动报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券的公司信息披露内容与格式准则第15号——权益变动报告书》的规定，本报 告书已全面披露了信息披露义务人在江苏必得科技股份有限公司拥有权益的股 份变动情况。 四、截至本报告书签署日，除本报告书披露的信息外，信息披露义务人没有 通过任何其他方式增加或减少其在江苏必得科技股份有限公司中拥有权益的股 份。 五、本次权益变动尚需通过上海证券交易所就本次权益变动的合规性审核及 其他必要的程序后方可实施。本次权益变动相关的审批程序能否通过及通过时间 尚存在一定不确定性，提请投资者注意相关风险。 信息披露义务人四：王坚平 住所及通讯地址：江苏省常州市新北区**** 信息披露义务人 ...

Group 1 - The stock of Bid Technology increased by 10.01% on August 12, reaching a cumulative deviation of 20% over three consecutive trading days, with notable selling from well-known speculators [1] - The top five buying institutions collectively purchased 42.84 million yuan, while the top five selling institutions sold 37.94 million yuan, resulting in a net purchase of 4.90 million yuan [1] - The largest buying institution was Kaiyuan Securities, which bought 12.50 million yuan, followed by Huatai Securities and Dongfang Caifu Securities with purchases of 8.11 million yuan and 8.04 million yuan respectively [1] Group 2 - The largest selling institution was Guotai Haitong Securities, which sold 10.60 million yuan, followed by JPMorgan Chase and CITIC Jianzhong Securities with sales of 9.13 million yuan and 7.21 million yuan respectively [2] - Other notable selling institutions included Guolian Minsheng Securities and China Merchants Securities, with sales of 6.73 million yuan and 4.29 million yuan respectively [2]

从资金流向上来看，当日轨交设备板块主力资金净流出3.17亿元，游资资金净流入9817.98万元，散户资 金净流入2.19亿元。轨交设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 605298 必得科技 | | 1861.49万 | 18.31% | -801.59万 | -7.88% | -1059.91万 | -10.42% | | 688009 | 中国通号 | 1785.43万 | 13.58% | -1025.31万 | -7.80% | -760.12万 | -5.78% | | 603500 祥和实业 | | 1735.07万 | 2.98% | 2911.37万 | 5.00% | -4646.44万 | -7.98% | | 688485 九州-轨 | | 625.16万 | 5.11% | 1151.69万 | 9.41% | -1776.85万 | -14.52% | ...

Domestic Investment Events - Bidet Technology's controlling shareholder plans to transfer 56.17 million shares for 900 million yuan [3] - Libo Bio announced the completion of nearly 100 million yuan in Pre-A round financing, led by Tianshili Capital and Panlin Capital [4] - Polos Technology completed tens of millions in A round financing, with Hanlian Semiconductor Industry Fund as the sole strategic investor [5] - Yushui Flying completed nearly 10 million yuan in angel round financing, with investment from XBOTPARK Fund [6] - Jiawo Berry completed tens of millions in financing, with funds aimed at expanding high-standard planting bases and brand promotion [7] - Zhonghui Bio listed on the Hong Kong Stock Exchange, opening with a 159.84% increase and a total market value of 13.188 billion HKD [8] - Changjing Technology completed a new round of financing amounting to hundreds of millions, with investors including Jiangsu Energy Conservation and Environmental Protection Fund [9] - Yushu Intelligent Robot received strategic investment from Zhiyuan Robotics [10] - Lingdong General completed several hundred million yuan in angel round financing, led by Yuanhe Puhua [11] - ShiningSoul announced the completion of several hundred million yuan in its first round of financing, led by Hillhouse Ventures [12] - Aerospace Yuxing completed 430 million yuan in C+ round financing, with funds aimed at developing satellite internet ground infrastructure [13] - East Qi Xin completed 3 million yuan in angel round financing, focusing on AI technology for personalized marketing strategies [14] - Finger Intelligence received tens of millions in angel round financing, led by Zhejiang Xiaxia Precision Manufacturing [15] - Spirit Life Sciences completed nearly 100 million yuan in angel round financing, aimed at developing a new type of flow cytometer [16] - Ruzhong Intelligent received B+ round financing, with investment from Beyond Moore Fund [17] Foreign Investment Events - Decart secured 100 million USD in B round financing, led by Sequoia Capital, with a valuation of 3.1 billion USD [18] - Sava completed 19 million USD in A round financing, led by Balderton Capital and Pentland Ventures [19] - Periodic Labs received 200 million USD in strategic investment, led by Andreessen Horowitz [20] - n8n obtained strategic investment from Accel Partners [21] - Lightnet secured 5 million USD in strategic investment from Yisou Technology [22] - OpenArt received 5 million USD in strategic investment, with participation from Basis Set Ventures and DCM [23] IPO Queue - Shuangdeng Group submitted post-hearing materials, focusing on energy storage battery design and manufacturing [24]

Core Viewpoint - The significant transfer of 29.90% equity by the actual controllers of Bidet Technology has attracted widespread attention, with the transaction valued at approximately 897 million yuan, indicating a strategic shift in ownership while maintaining control [1][2][3]. Equity Transfer Details - The actual controllers, Wang Jianqun and Liu Ying, along with their associates, plan to transfer a total of 56,167,200 shares, representing 29.90% of the company's total equity, at a price of 15.97 yuan per share, which is an 8.06% discount from the previous closing price of 17.37 yuan [1][3]. - After the transfer, the actual controllers will still hold 41.51% of the shares, ensuring that there is no change in control [1][3]. New Shareholder Information - The acquiring party, Dinglong Qishun Equity Investment Partnership, will become the second-largest shareholder with a 29.90% stake. The partnership is managed by Longding Investment, which focuses on investments in core technology sectors [4]. - Dinglong Qishun has committed to not transferring the acquired shares for 18 months [4]. Financial Performance Overview - Bidet Technology has experienced a decline in net profit for four consecutive years, but there are signs of recovery starting in 2024, with projected revenue and net profit growth [5][8]. - The company’s revenue fluctuated from 3.47 billion yuan in 2020 to 3.48 billion yuan in 2023, while net profit decreased from 1.04 billion yuan in 2019 to 0.31 billion yuan in 2023. However, a rebound is expected in 2024 with revenue projected at 4.83 billion yuan and net profit at 0.39 billion yuan [8]. Strategic Shift - The company has been moving away from its reliance on the "CRRC system," with revenue from this sector decreasing from 90.99% in 2020 to 39.80% in 2024, indicating a diversification strategy [7][8]. - Recent acquisitions in 2023 and 2024 are part of this strategy to reduce dependency on a concentrated customer base and expand into new markets [8].

Core Viewpoint - Bidet Technology (605298.SH) announced a share transfer agreement involving its actual controllers and their concerted actors, which will not change the control of the company [1][2]. Share Transfer Details - The actual controllers Wang Jianqun, Liu Ying, and their concerted actors Wang Kai, Wang Jianping, and Li Biyu will transfer a total of 56,167,150 shares, representing 29.90% of the company's total share capital, to Yangzhou Dinglong Qishun Equity Investment Partnership (Limited Partnership) for a total price of 897 million yuan, at a price of 15.97 yuan per share [1][2]. - Before the transfer, the shareholdings of the controllers were 97,344,000 shares (51.82%), 34,058,482 shares (18.13%), 1,571,700 shares (0.84%), 771,479 shares (0.41%), and 405,600 shares (0.22%) respectively [1][2]. Post-Transfer Shareholding Structure - After the transfer, Wang Jianqun and Liu Ying will hold 73,008,000 shares (38.87%) and 4,976,111 shares (2.65%) respectively, while Wang Kai, Wang Jianping, and Li Biyu will no longer hold any shares [2]. Control and Compliance - The share transfer will not lead to a change in the controlling shareholder or actual controllers, with Wang Jianqun remaining the controlling shareholder [2]. - The transaction does not trigger a mandatory tender offer and is not considered a related party transaction, ensuring no adverse impact on the company's operations or minority shareholders [2]. Regulatory Requirements - The share transfer requires compliance confirmation from the Shanghai Stock Exchange and must complete the share transfer registration with the China Securities Depository and Clearing Corporation [2]. - There is uncertainty regarding the completion of the transfer due to potential funding issues from the buyer, Dinglong Qishun [2]. Company Background - Bidet Technology was listed on the Shanghai Stock Exchange on March 1, 2021, with an issuance of 27 million shares at a price of 15.99 yuan per share, raising a total of 432 million yuan [3][4]. - The net proceeds from the IPO amounted to 392 million yuan, allocated for expansion projects, R&D center construction, and working capital [3].

Core Viewpoint - Bidetech (605298) has transferred 29.9% of its shares to Dinglong Qishun, a hard technology-focused investment firm, without changing its actual controller [1] Group 1: Share Transfer Details - The controlling shareholders Wang Jianqun, Liu Ying, and their associates signed a share transfer agreement with Dinglong Qishun on August 8, transferring a total of 56.1672 million shares, representing 29.90% of the total share capital, for a total price of 897 million yuan, equating to a transfer price of 15.97 yuan per share [1] - The estimated discount rate for the transaction is approximately 11%, based on Bidetech's closing price of 17.89 yuan per share on the same day [1] - Following the transaction, the shareholding of the original shareholders will decrease from 71.41% to 41.51%, while Dinglong Qishun will hold 29.90% [1] Group 2: Company and Investment Background - Dinglong Qishun is a limited partnership with Wu Yenan as its actual controller, focusing on integrated circuit and information technology investments [2] - The investment firm has over 10 billion yuan in assets under management and has invested in more than 100 companies, primarily targeting the semiconductor sector and related fields [2] - Bidetech, listed on the Shanghai Main Board in 2021, specializes in railway passenger car components, including cable protection and air conditioning systems, with applications in high-speed trains and urban rail systems [2] Group 3: Financial Performance Outlook - Bidetech has forecasted a net profit attributable to shareholders of 18 million to 25 million yuan for the first half of 2025, representing a year-on-year increase of 97.85% to 174.79% [3] - The increase in profit is attributed to the growth in high-speed train component business and optimization of product structure [3]

必得科技表示，本次股份转让事项的实施不会导致公司控股股东或实际控制人发生变更，王坚群仍为公 司控股股东，王坚群、刘英仍为公司实际控制人。 北京商报讯（记者 马换换 王蔓蕾）8月8日晚间，必得科技（605298）披露公告称，公司实际控制人王 坚群、刘英及其一致行动人王恺、王坚平、李碧玉，拟向扬州鼎龙启顺股权投资合伙企业（有限合伙） （以下简称"鼎龙启顺"）合计转让29.9%公司股份，交易总价为8.97亿元。 公告显示，王坚群、刘英、王恺、王坚平、李碧玉拟分别向鼎龙启顺转让12.96%、15.48%、0.84%、 0.41%和0.22%必得科技股份，总计占上市公司总股本的29.9%，交易总价为8.97亿元，对应每股转让价 格为15.97元。 本次权益变动后，王坚群、刘英持股比例分别下降至38.87%、2.65%，王恺、王坚平、李碧玉不再持有 必得科技股份，鼎龙启顺持有29.9%公司股份。 ...

Group 1: Company Announcements - Puyuan Precision plans to issue H-shares and list on the Hong Kong Stock Exchange [4] - Wanxing Technology intends to issue H-shares and list on the Hong Kong Stock Exchange [11] - Liou Co. plans to use no more than 3 billion yuan of its own funds for securities investment [13] - Guangdong Hongda's subsidiary intends to acquire 60% equity of Changzhilin for 1.02 billion yuan [12] Group 2: Financial Performance and Investments - GSK Gas plans to use 350 million yuan of raised funds for the Wuhan GSK Semiconductor Electronic Gas Station project, with a total investment of 503 million yuan [3] - Lianyungang's wholly-owned subsidiary plans to invest 548.8 million yuan in shipbuilding [2] - Hongjing Optoelectronics plans to invest 1.533 billion yuan in the construction of its R&D and manufacturing headquarters [9] Group 3: Regulatory Issues - Jihua Group is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [7] - *ST Gaohong may face forced delisting due to major violations related to fraudulent issuance of shares and false records in annual reports from 2015 to 2023 [8] Group 4: Sales Performance - Jingji Zhinnong reported sales of 3.51 billion yuan from selling 203,600 pigs in July, with a cumulative sales revenue of 2.243 billion yuan from January to July [8] - Zhengbang Technology reported sales of 7.41 billion yuan from selling 695,200 pigs in July, with a cumulative sales revenue of 4.818 billion yuan from January to July, showing significant year-on-year growth [10] Group 5: Share Transfers - Anzheng Fashion's shareholder plans to transfer 5.35% of the company's shares at a price of 6.78 yuan per share, totaling 141 million yuan [5] - Bidetech's actual controller and associates plan to transfer 29.9% of the company's shares to Dinglong Qishun for 897 million yuan [6]