Core Viewpoint - 瑞晟智能 has been confirmed as the successful bidder for a procurement project related to domestic computing power equipment and supporting services, with a total contract value of 152 million yuan (including tax) [1] Group 1 - The company received a "Notice of Transaction" from Shandong Modern Big Data Technology Co., Ltd. [1] - The procurement project is the second phase of the domestic computing power equipment and supporting services for the education industry [1] - The successful bid amount is 152 million yuan, which highlights the company's competitive position in the market [1]

证券代码：688215 证券简称：瑞晟智能 公告编号：2025-044 浙江瑞晟智能科技股份有限公司 关于项目成交的自愿性披露公告 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个别及连带责任。 近日，浙江瑞晟智能科技股份有限公司（以下简称"公司"）获得山东现代 大数据科技有限公司发出的《成交通知书》，通知书显示经采购小组评审，确认 公司为山东现代大数据教育产业国产算力设备及配套服务采购项目(二期）的成 交报价人，成交金额为 151,899,768.60 元（含税）。 本次成交项目产品主要为算力设备及配套安装、调试服务等，是公司聚焦AI 软件研发与信息化硬件系统集成，为客户提供从数据管理、数据应用到智能决策 的全链条服务，不断扩大公司产品与服务体系的重要发展方向，成交合同的履行 将对公司未来经营业绩产生积极的影响。 截至本公告披露日，公司尚未就上述成交项目签订正式合同，存在不确定性。 上述项目最终金额、履行条款等内容以正式签订的合同为准，敬请广大投资者注 意投资风险。 特此公告。 浙江瑞晟智能科技股份有限公司董事会 2025 年 12 ...

Core Viewpoint - 瑞晟智能 has been awarded a contract worth 152 million yuan (including tax) for the procurement of domestic computing power equipment and related services from 山东现代大数据科技有限公司 [1] Group 1: Contract Details - The company has been confirmed as the successful bidder for the second phase of the procurement project [1] - The total contract amount is 152 million yuan, which highlights the company's competitive position in the market [1] Group 2: Product and Service Focus - The project primarily involves computing power equipment and associated installation and debugging services [1] - This aligns with the company's strategy to focus on AI software development and information technology hardware system integration [1] - The contract execution is expected to have a positive impact on the company's future operating performance [1]

Core Viewpoint - The company has been confirmed as the successful bidder for a procurement project related to domestic computing power equipment and supporting services, with a total bid amount of 152 million yuan (including tax) [1] Group 1 - The project is part of the company's strategy to expand its product and service system, which is a significant direction for future growth [1] - The products involved in the project include computing power equipment and related services [1] - As of the announcement date, a formal contract has not yet been signed, indicating some uncertainty regarding the final amount and terms, which will be determined by the contract [1]

Summary of the Conference Call for 瑞晟智能 Company Overview - 瑞晟智能 is collaborating closely with 木兮实验室, maintaining a stable agency relationship, and has initiated server production at the 五洛 production base [2][4] - The company has acquired a 25% stake in 五洛智慧, becoming its largest shareholder, with plans to increase ownership to 50% [2][7] Industry and Market Position - The company is actively participating in the AIGC (Artificial Intelligence Generated Content) sector, with significant developments in server production and order fulfillment [3][4] - 瑞晟智能 is focusing on vertical industries such as clothing manufacturing and smart firefighting, while also developing robotics [4][20] Key Developments - The 五洛 production base has commenced operations, with 5,000 servers already running, and is expected to achieve an annual output value exceeding 2.5 billion yuan next year [2][6] - The company is involved in establishing a national firefighting computing power laboratory, enhancing its position in the computing power business [2][4] Financial Performance and Projections - The expected total order amount for 五洛智慧 next year is no less than 5 billion yuan, with ongoing growth in new orders and fulfillment of existing ones [2][10] - The projected revenue for 瑞晟智能 in 2026 is between 1.5 billion to 2 billion yuan, with a net profit forecast of around 200 million yuan [21] Product and Technology - 瑞晟智能 and 木兮 have jointly developed the dual-precision X201 card, one of only two in the country used for training [2][12][13] - The manufacturing profit margin for the company is estimated to be between 15% and 25%, with excess profits reinvested into ecosystem development [11][18] Customer Base and Orders - The primary customers for 五洛智慧 are concentrated among the three major telecom operators and local government platform companies, responsible for computing power center construction [15] - The company has delivered 83,400 boards this year, with 80% to 90% being dual-precision X201 cards for model training [16] Strategic Initiatives - 瑞晟智能 plans to establish a GPU server production base and an integrated circuit ecosystem center in Ningbo, with a focus on supporting domestic GPU and computing power center construction [6][20] - The company is also investing in the development of industrial robots tailored for specific processes and needs within the clothing manufacturing sector [20] Conclusion - 瑞晟智能 is positioning itself as a key player in the computing power and robotics sectors, with strong growth prospects driven by strategic partnerships, technological advancements, and a robust order pipeline [2][21]

Core Viewpoint - The company, Zhejiang Ruisheng Intelligent Technology Co., Ltd., announced a significant share reduction by a major shareholder, indicating potential changes in ownership dynamics and investor sentiment [2] Group 1: Shareholder Actions - Shareholder Ningbo Ruhe Sheng Venture Capital Partnership (Limited Partnership) reduced its holdings by 870,500 shares through block trading from December 23 to December 24, 2025 [2] - After the reduction, the shareholder holds 7,382,773 shares, representing 11.83% of the company's total equity [2] - The combined shareholding of shareholder Ruhe Sheng and its concerted actors, Yuan Feng and Yuan Zuolin, decreased from 53.90% to 52.51%, crossing the 1% threshold [2]

Group 1 - On December 24, 2025, Ruisheng Intelligent executed a block trade of 320,500 shares, with a transaction value of 18.9095 million yuan, accounting for 23.73% of the total trading volume for the day [1] - The transaction price was 59 yuan, representing a discount of 17.7% compared to the market closing price of 71.69 yuan [1]

格隆汇12月24日丨瑞晟智能(688215.SH)公布，股东瑞合晟于2025年12月23日至2025年12月24日期间通 过大宗交易方式累计减持所持有的公司股份87.05万股，减持后，股东瑞合晟持有公司股份738.28万股， 占公司总股本的11.83%。股东瑞合晟及其一致行动人袁峰、袁作琳所持公司股份比例由53.90%减少至 52.51%，触及1%的整数倍。 ...

证券代码：688215 证券简称：瑞晟智能 公告编号：2025-043 提示性公告 股东宁波瑞合晟创业投资合伙企业（有限合伙）及其一致行动人袁峰、袁作琳保 证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 53.90% | | | | 权益变动后合计比例 | 52.51% | | | | 本次变动是否违反已作出的承 | 是□ | 否 | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 浙江瑞晟智能科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 3.一致行动人信息 | | | | 袁峰 |  □ | 控股股东/实控人 控股股东/实控人的一致 | □ | _____________ | | --- | --- | --- | --- | - ...

瑞晟智能公告称，2025年12月23 - 24日，股东宁波瑞合晟创业投资合伙企业（有限合伙）通过大宗交易 减持87.05万股，减持后持股738.28万股，占总股本11.83%。其与一致行动人袁峰、袁作琳持股比例从 53.90%降至52.51%，触及1%整数倍。本次变动是履行减持计划，未实施完毕，不违反规定、不触及要 约收购，不影响控股权和经营。 ...