Core Points - The company, Andar Intelligent (688125.SH), has received a notice from its shareholder, Yizhitong, regarding a share reduction plan due to its own funding needs [1] - Yizhitong plans to reduce its holdings by up to 2,250,315 shares, which represents approximately 2.7401% of the company's total shares [1]

证券代码：688125 证券简称：安达智能 公告编号：2025-042 广东安达智能装备股份有限公司 截至本公告披露日，广东安达智能装备股份有限公司（以下简称"公司"或 "发行人"）股东东莞市易指通实业投资合伙企业（有限合伙）（以下简称"易 指通"）持有公司股份 9,001,260 股，占公司股份总数的 10.9603%，上述股份为 公司首次公开发行前取得的股份，已于 2025 年 10 月 15 日解除限售并上市流通。 减持计划的主要内容 公司于近日收到股东易指通出具的《关于股份减持计划的告知函》，因自身 资金需求，易指通拟在本减持计划披露的减持期间内，通过集中竞价、大宗交易 方式减持公司股份不超过 2,250,315 股，即不超过公司目前股份总数的 2.7401%。 上述减持股份计划自本公告披露之日起十五个交易日后的三个月内进行；在 任意连续九十个自然日内，通过集中竞价交易减持股份的总数不超过公司股份总 数的 1%，通过大宗交易方式减持股份的总数不超过公司股份总数的 2%。若公 司在上述减持计划实施期间发生送股、资本公积金转增股本、增发新股或配股等 股本变动事项，上述减持股份数量将相应进行调整。 | 股东 ...

广东安达智能装备股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日发布公司《2025 年第三季度报告》，为便于广大投资者更全面深入地了解公司 2025 年第三季度的经营成果、财务状况，公司计划于 2025 年 11 月 27 日（星期 四）15:00-16:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交 流。 证券代码：688125 证券简称：安达智能 公告编号：2025-041 广东安达智能装备股份有限公司 关于召开 2025 年第三季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： （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 20 日（星期四）至 11 月 26 日（星期三）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 anda-ir@anda-dg.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。 一 ...

Core Insights - On November 11, a total of 3,742 stocks in the A-share market received financing purchases, with 456 stocks having purchase amounts exceeding 100 million yuan [1] - The top three stocks by financing purchase amount were Yangguang Electric, Zhongji Xuchuang, and Xinyisheng, with amounts of 2.895 billion yuan, 2.29 billion yuan, and 1.815 billion yuan respectively [1] - Four stocks had financing purchase amounts accounting for over 30% of the total transaction amount for the day, with Leit Technology, Haocen Software, and Anda Intelligent ranking highest at 30.95%, 30.85%, and 30.61% respectively [1] - There were 28 stocks with net financing purchases exceeding 100 million yuan, with Baofeng Energy, Jiangbolong, and China Duty Free ranking highest with net purchases of 268 million yuan, 257 million yuan, and 252 million yuan respectively [1]

Summary of Key Points Core Viewpoint - As of November 11, the margin financing and securities lending balance in the Shanghai and Shenzhen markets reached 24,974 billion yuan, reflecting an increase of 38.96 billion yuan from the previous trading day, indicating a positive trend in market liquidity and investor confidence [1]. Market Overview - The financing balance specifically amounted to 24,792.66 billion yuan, with an increase of 40.22 billion yuan from the previous day. The Shanghai market's margin balance was 12,755.65 billion yuan, up by 30.43 billion yuan, while the Shenzhen market's balance was 12,218.35 billion yuan, increasing by 8.52 billion yuan [1]. Stock Performance - A total of 1,694 stocks experienced net inflows of financing funds. Among these, 55 stocks had net buy amounts exceeding 10% of their total trading volume. The top three stocks by net buy percentage were Andar Intelligent (20.85%), Tengya Precision (19.05%), and Mifeng Technology (18.66%) [2][3]. Significant Net Inflows - There were 28 stocks with net buy amounts exceeding 100 million yuan. The top three stocks in terms of net buy amount were Baofeng Energy (268 million yuan), Jiangbolong (257 million yuan), and China Duty Free Group (252 million yuan) [7].

Group 1 - Core viewpoint: Andar Intelligent (688125.SH) reported its Q3 2025 results, highlighting significant institutional investor holdings and changes in share ownership [1] - As of October 30, 2025, a total of 7 institutional investors disclosed holdings in Andar Intelligent A-shares, amounting to 56.5653 million shares, which represents 68.88% of the total share capital [1] - The institutional holding percentage decreased by 0.92 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 43 public funds were not disclosed in this period compared to the previous quarter, including notable funds such as Xinao New Energy Industry Stock A and E Fund Shanghai Stock Exchange Sci-Tech Innovation Board Comprehensive ETF [1] - Regarding social security funds, there was a reduction in holdings from one fund, the National Social Security Fund 103 Portfolio, with a decrease of 0.34% [1] Group 3 - From the foreign investment perspective, one new foreign institution was disclosed this period, namely CITIC Securities Asset Management (Hong Kong) Co., Ltd. - Client Funds [2] - One foreign institution, KB Asset Management - KB China Mainland Fund, was not disclosed in this period compared to the previous quarter [2]

Group 1 - The core viewpoint of the article is that 安达智能 (Andar Intelligent) reported a decline in revenue and an increase in net loss for the first three quarters of 2025 compared to the previous year [1] Group 2 - For the first three quarters of 2025, the company achieved total operating revenue of 501 million yuan, representing a year-on-year decrease of 8.01% [1] - The net profit attributable to shareholders of the parent company was -96.9737 million yuan, which is a loss increase of 87.5949 million yuan compared to the same period last year [1] - The basic earnings per share were -1.2 yuan [1]

章程 广东安达智能装备股份有限公司 二〇二五年十月 1 | | | | | | 第一章 总 则 第一条 为维护广东安达智能装备股份有限公司（以下简称"公司"）、股 东、职工和债权人的合法权益，规范公司的组织和行为，根据《中华人民共和国 公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称 "《证券法》"）、《上海证券交易所科创板股票上市规则》（以下简称"《上 市规则》"）和其他有关规定，制定本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限公司。公司 是以发起设立的方式，由东莞安达自动化设备有限公司整体变更设立的股份有限 公司，在东莞市市场监督管理局注册登记，取得营业执照，统一社会信用代码为 91441900673133772K。 第三条 公司经上海证券交易所（以下简称"上交所"）审核并经中国证券 监督管理委员会（以下简称"中国证监会"）于2022年2月25日同意注册，首次 向社会公众发行人民币普通股20,202,020股，并于2022年4月15日在上交所科创板 上市。 第四条 公司注册名称：广东安达智能装备股份有限公司 英文名称：Guangdong Anda Automat ...

Financial Performance - The company's operating revenue for the third quarter was ¥158,545,462.11, a decrease of 31.67% compared to the same period last year[3]. - The total profit for the quarter was a loss of ¥51,659,868.08, with a net profit attributable to shareholders of ¥-38,529,860.65, reflecting a significant decline of 1,247.70% year-on-year[3]. - Basic earnings per share for the quarter were ¥-0.48, a decrease of 1,300.00% compared to the same period last year[3]. - Diluted earnings per share for the quarter were ¥-0.46, also reflecting a significant decline of 1,250.00% year-on-year[4]. - The net profit attributable to shareholders of the listed company was CNY -96.97 million, indicating significant operational pressure[13]. - The net profit for the first three quarters of 2025 was a loss of CNY 97.44 million, compared to a loss of CNY 9.84 million in 2024, indicating a significant decline in profitability[22]. - The net profit attributable to the parent company was a loss of ¥96,973,668.38, compared to a loss of ¥9,378,781.57 in the previous year[23]. - The total comprehensive income amounted to -¥65,776,717.71, down from -¥11,336,963.89 year-over-year[23]. - Basic earnings per share were -¥1.20, compared to -¥0.12 in the same period last year[23]. Cash Flow and Assets - The net cash flow from operating activities for the year-to-date was ¥-71,262,104.80, indicating ongoing cash flow challenges[3]. - Cash inflows from operating activities totaled ¥506,200,548.72, an increase from ¥444,528,758.18 year-over-year[26]. - Cash outflows from operating activities were ¥577,462,653.52, slightly down from ¥590,387,618.73 in the previous year[26]. - The net cash flow from operating activities was -¥71,262,104.80, improving from -¥145,858,860.55 year-over-year[26]. - Cash inflows from investment activities were ¥1,190,315,849.41, compared to ¥1,069,485,081.06 in the previous year[27]. - The net cash flow from investment activities was -¥164,622,260.48, worsening from -¥91,057,572.06 year-over-year[27]. - Cash inflows from financing activities were ¥14,523,677.44, up from ¥11,184,749.00 in the previous year[27]. - The ending cash and cash equivalents balance was ¥546,659,220.26, down from ¥800,362,258.52 year-over-year[27]. - The total assets increased by 5.37% to ¥2,401,515,563.90 compared to the end of the previous year[4]. - The total current assets as of September 30, 2025, were CNY 1.85 billion, a slight increase from CNY 1.83 billion at the end of 2024[17]. - The total liabilities as of September 30, 2025, amounted to CNY 538.91 million, compared to CNY 381.13 million at the end of 2024, reflecting a 41.5% increase[19]. - The total assets as of September 30, 2025, were CNY 2.40 billion, up from CNY 2.28 billion at the end of 2024[18]. - The company's cash and cash equivalents decreased to CNY 561.21 million from CNY 776.06 million at the end of 2024, a decline of 27.7%[17]. - The company's inventory increased to CNY 324.75 million as of September 30, 2025, compared to CNY 263.20 million at the end of 2024, representing a growth of 23.4%[17]. - The company reported a significant increase in accounts receivable, which rose to CNY 530.55 million from CNY 425.80 million, an increase of 24.6%[17]. Research and Development - Research and development expenses amounted to ¥42,196,716.93, representing 26.61% of operating revenue, an increase of 12.02 percentage points compared to the previous year[4]. - Research and development expenses for the first three quarters of 2025 were CNY 104.24 million, slightly up from CNY 101.20 million in 2024[22]. - The company is committed to maintaining high levels of investment in technological innovation and market development despite the increased operational costs[13]. Market Dynamics and Strategy - The company is in a transitional phase with new and old business dynamics, facing challenges in traditional consumer electronics markets due to insufficient product innovation demand from international major clients[13]. - The company has made breakthroughs in emerging markets such as AI servers and hydrogen energy, but the demand for smart devices in these markets is still in the early stages of ramp-up[13]. - The ADA intelligent platform equipment has begun to achieve bulk shipments in the supply chains of international clients in consumer electronics, AI servers, and automotive sectors[13]. - The company is focusing on market expansion by adhering to a major client strategy and exploring new application scenarios in AI servers, hydrogen energy, automotive electronics, and semiconductors[14]. - To enhance its ability to respond to international trade risks, the company is deepening its overseas market presence and upgrading local operational capabilities[14]. - The company is implementing a Management By Plan (MBP) approach to improve operational efficiency and optimize business structure[14]. - Increased depreciation expenses and asset impairment losses have negatively impacted net profit due to the transition of certain projects to fixed assets[13]. - The company reported an increase in sales and management expenses due to rising employee compensation and travel costs, contributing to the overall loss[9]. - The company experienced a decrease in bank deposit interest income due to lower market interest rates, impacting overall profitability[9].

证券代码：688125 证券简称：安达智能 公告编号：2025-039 广东安达智能装备股份有限公司 关于变更公司注册资本、修订《公司章程》并办理 工商变更登记的公告 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、准确性和完整性依法承担法律责任。 广东安达智能装备股份有限公司（以下简称"公司"） 于 2025 年 10 月 30 日召开第二届董事会第十五次会议，审议通过了《关于变更公司注册资本、修订 〈公司章程〉并办理工商变更登记的议案》。具体情况如下： 一、关于变更公司注册资本的情况 公司 2024 年限制性股票激励计划预留授予第二类限制性股票第一个归属期 的 212,320 股已完成登记并上市流通。本次归属完成后，公司注册资本由人民币 81,914,036 元变更为人民币 82,126,356 元；公司股份总数由 81,914,036 股变更为 82,126,356 股。具体内容详见公司于 2025 年 9 月 24 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于 2024 年限制性股票激励计划预留授予第二类 限制性股票第一个归 ...