Performance Forecasts - Yinglian Co., Ltd. expects a net profit growth of 1531.13% to 1672.97% year-on-year for the first three quarters [1] - Dalian Heavy Industry anticipates a net profit growth of 19.91% to 28.52% year-on-year for the first three quarters [1] Project Investments - Wharton Technology plans to invest in the enhancement of membrane materials and membrane components [1] - Jiufeng Energy intends to invest in a coal-to-natural gas project in Xinjiang [1] Contract Awards - Qiaoyin Co., Ltd. is pre-awarded a contract worth approximately 512 million yuan for integrated sanitation operations in Laishui County, Baoding City, Hebei Province [1] - Dash Smart signed a contract for a smart hospital project worth 113 million yuan [1] Equity Acquisitions - Conch New Materials plans to acquire 51% equity in North China Plastics [1] - Suochen Technology intends to acquire 60% equity in Likong Technology [1] - Jingye Intelligent plans to acquire 51% equity in Hefei Shengwen for 108 million yuan [1] - Landi Group plans to acquire 20.1667% equity in Jujia Technology for 121 million yuan [1] Share Buybacks - Hanshuo Technology plans to repurchase shares worth between 150 million yuan and 300 million yuan [2] - Youke De intends to spend between 8 million yuan and 10 million yuan on share buybacks [2] H-Shares - Jinghe Integrated Circuit has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [2] - Lingyi Manufacturing is planning to issue H-shares and list on the Hong Kong Stock Exchange [2] - Changchun High-tech has submitted an application for the issuance of H-shares [2] Shareholding Changes - Senba Sensor's actual controller plans to reduce holdings by no more than 1.09% [3] - Erkang Pharmaceutical's controlling shareholder intends to reduce holdings by no more than 2.04% [3] - Andeli's BVI Donghua plans to reduce holdings by no more than 1.00% [3] - Zhiyang Innovation's controlling shareholder and its concerted actioner plan to reduce a total of no more than 4.225 million shares [3] - Xizi Clean Energy's chairman plans to increase holdings by 30 million to 50 million yuan [3] Other Activities - Luoxin Pharmaceutical plans to raise no more than 842 million yuan for innovative drug research and development projects [3] - Huaxin Xinchang has received project designation notification from Jiangqi Group [3] - Jinpu Garden plans to raise no more than 129 million yuan through a private placement to Nanjing Lisen [3]

Market Performance - The three major A-share indices collectively rose on September 29, with the ChiNext Index increasing by 2.74% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 21,781.43 billion yuan, an increase of over 12 billion yuan compared to the previous trading day [1] - More than 3,500 stocks closed higher, with 68 stocks hitting the daily limit up [1] Sector Performance - The leading sectors included metals such as zinc, nickel, and lead, while sectors like pork and military equipment restructuring saw significant declines [2] Institutional Ratings - A total of 21 buy ratings were issued by institutions today, covering 20 stocks, with three stocks receiving target price forecasts [3] - Stocks with buy ratings from institutions averaged a rise of 2.34%, outperforming the Shanghai Composite Index [4] Stock Highlights - Notable stocks that rose today included Lingyi Zhi Manufacturing and New Australia Holdings, with significant gains [5] - The top gainers included Feilihua, Luzhou Laojiao, and Huhua Electric, with increases of 5.24%, 4.3%, and 3.18% respectively [5] Institutional Buying and Selling - In the Dragon and Tiger list, 12 stocks saw net buying from institutions, with Tianqi Materials and Chuling Information receiving over 100 million yuan in net purchases [6] - The top net buying amounts included Tianqi Materials at 1 billion yuan and Lingyi Zhi Manufacturing at 987.78 million yuan [6] - Among the stocks sold by institutions, New Light Optoelectronics faced the highest net selling at 144 million yuan [7] Northbound Capital - Northbound funds saw net buying in 11 stocks, with Lingyi Zhi Manufacturing and Tianqi Materials leading the way [7] - Three stocks experienced net selling from northbound funds, with Wanxiang Qianchao facing a net sell of 105 million yuan [8] Company Announcements - Jingye Intelligent plans to acquire a 51% stake in Hefei Shengwen Information Technology for 1.08 billion yuan, aiming to enhance its military industry strategy [9] - Walton Technology is in the proposal stage for a project to enhance membrane materials and components, subject to internal approvals and market conditions [9] - ST Mingjiahui has received a court ruling for restructuring, which may lead to delisting risks if the restructuring fails [10] - Huayou Cobalt's subsidiary signed a supply agreement with LG Energy Solution for 76,000 tons of ternary precursor products from 2026 to 2030 [11] - China CRRC announced several major contracts totaling approximately 543.4 billion yuan, representing 22% of its projected 2024 revenue [11] - ST Mubang's actual controller is under investigation by the China Securities Regulatory Commission for failing to disclose non-operating fund transactions [11]

Mergers and Acquisitions - DiAo Micro plans to acquire equity in Rongpai Semiconductor through a combination of issuing shares and cash payment, with the stock suspended for up to 10 trading days [1] - Jingye Intelligent intends to purchase 51% of Hefei Shengwen for 108 million yuan, aiming to enhance its strategic presence in the military sector [2] - Guolin Technology is planning a cash acquisition of 91.07% of Xinjiang Kailianjie, which specializes in the production of maleic anhydride, potentially creating a synergistic relationship with its existing business [3] Shareholding Changes - Erkang Pharmaceutical's controlling shareholder plans to reduce holdings by up to 42 million shares, representing 2.04% of the total share capital [4] - Senba Sensor's actual controller's associated party intends to reduce holdings by no more than 308.69 thousand shares, accounting for 1.09% of the total share capital [5] - Zhiyang Innovation's controlling shareholder and associated parties plan to reduce holdings by up to 422.5 thousand shares, which is 1.82% of the total share capital, during a specified period [6] Regulatory Issues - Youkeshu announced that three shareholders are under investigation by the China Securities Regulatory Commission for failing to disclose significant information [7] - *ST Xingnong received a notice from the China Securities Regulatory Commission regarding an investigation for suspected information disclosure violations, while its operations remain normal [8] - *ST Mubang's actual controller is also under investigation by the China Securities Regulatory Commission for failing to disclose non-operational fund transactions [10]

合肥盛文专注于要地工程信息化与智能化产品的研发、生产及销售，核心产品涵盖国产自主可控的智能 化平台、智能周界安防系统、卫星反演系统、电磁场仿真评估系统以及密闭空间保障装备等，具备较强 的技术自主性和系统集成能力。同时，合肥盛文正在全面实施"一主三翼"业务战略，其中一主为综合信 息系统，三翼为智能伪装、重要目标防护和风电厂址电磁影响评估。 本次收购旨在加速公司在军工领域的战略布局与业务拓展。双方将通过深化特种机器人与智能化信息系 统的融合，在客户、市场、技术、产品和运营等方面形成多重协同效应，进一步提升公司在军工领域业 务的综合竞争力，推动公司业绩增长。 格隆汇9月29日丨景业智能(688290.SH)公布，为促进资源和产业整合，进一步优化产品布局，提升公司 市场竞争力，公司拟以自有资金通过现金支付的方式收购行之远持有的合肥盛文51%股权。以2025年8 月31日为评估基准日，合肥盛文100%股权的评估值为人民币21,500万元，本次评估增值率为464.97%。 经交易各方协商一致，合肥盛文51%股权交易价格为人民币10,800万元。 ...

中信证券股份有限公司 关于杭州景业智能科技股份有限公司 现金收购合肥市盛文信息技术有限公司 51%股权 暨关联交易的核查意见 中信证券股份有限公司（以下简称"中信证券""保荐人"）作为杭州景业 智能科技股份有限公司（以下简称"景业智能""公司"）首次公开发行股票并 在科创板上市、以简易程序向特定对象发行人民币普通股（A 股）股票的保荐人， 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》 《上海证券交易所上市公司自律监管指引第 5 号——交易与关联交易》及《上海 证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等法律法规的有 关规定，对景业智能现金收购合肥市盛文信息技术有限公司 51%股权暨关联交易 进行了审慎核查，具体情况如下： 一、关联交易概述 为促进资源和产业整合，进一步优化产品布局，提升公司市场竞争力，公司 拟以自有资金通过现金支付的方式收购杭州行之远控股有限公司（以下简称"行 之远"）持有的合肥市盛文信息技术有限公司（以下简称"合肥盛文""标的公 司"）51%股权。 行之远系公司控股股东，属于关联法人，根据《上海证券交易所科创板股票 上市规则》等规定，本次收购构成 ...

目 录 | 一、审计报告……………………………………………………… 第 | 1—3 | 页 | | --- | --- | --- | | 二、财务报表……………………………………………………… 第 | 4—7 | 页 | | （一）资产负债表………………………………………………… | 第 4 | 页 | | （二）利润表……………………………………………………… | 第 5 | 页 | | （三）现金流量表………………………………………………… | 第 6 | 页 | | （四）所有者权益变动表………………………………………… | 第 7 | 页 | | 三、财务报表附注………………………………………………… 第 | 8—49 | 页 | | 四、证书附件………………………………………………………第 | 50—53 | 页 | 审 计 报 告 天健审〔2025〕16438 号 合肥市盛文信息技术有限公司全体股东： 一、审计意见 我们审计了合肥市盛文信息技术有限公司（以下简称合肥盛文公司）财务报 表，包括 2024 年 12 月 31 日、2025 年 8 月 31 日的资产负债表，2024 年度、2025 ...

本资产评估报告依据中国资产评估准则编制 杭州景业智能科技股份有限公司拟收购 股权涉及的合肥市盛文信息技术有限 公司股东全部权益价值评估项目 资 产 评 估 报 告 坤元评报〔2025〕856 号 （共一册 第一册） 坤元资产评估有限公司 二〇二五年九月二十八日 | 报告编码: | 3333020001202500902 | | --- | --- | | 合同编号: | H-HZ25-001315 | | 报告类型: | 法定评估业务资产评估报告 | | 报告文号: | 坤元评报（2025）856号 | | 报告名称: | 杭州景业智能科技股份有限公司拟收购股权涉及的合肥市盛文信 息技术有限公司股东全部权益价值评估项目资产评估报告 | | 评估结论: | 215,000,000.00元 | | 评估报告日: | 2025年09月28日 | | 评估机构名称: | 坤元资产评估有限公司 | | 签名人员: | 美静 (资产评估师) 正式会员 编号:33100009 | | | 邱琳 (资产评估师) 正式会员 编号: 33110006 | | | 姜静、邱琳已实名认可 | | 声明 1 | | | --- | - ...

Group 1 - The core point of the article is that Jingye Intelligent plans to acquire a 51% stake in Hefei Shengwen Information Technology Co., Ltd. for 108 million RMB, which will enhance its position in the market [1] - After the acquisition, Jingye Intelligent will hold 51% of Hefei Shengwen, indicating a strategic move to strengthen its business operations [1] - For the year 2024, Jingye Intelligent's revenue composition is projected to be 79.18% from the nuclear industry, 19.94% from non-nuclear industries, and 0.89% from other businesses, highlighting its strong focus on the nuclear sector [1] Group 2 - As of the report, Jingye Intelligent has a market capitalization of 7.2 billion RMB, reflecting its valuation in the market [1]

证券代码：688290 证券简称：景业智能 公告编号：2025-066 杭州景业智能科技股份有限公司 关于现金收购合肥市盛文信息技术有限公司 51%股权 暨关联交易的公告 本公司董事会、全体董事及相关股东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： 杭州景业智能科技股份有限公司（以下简称"公司"或"景业智能"）拟以 现金 10,800 万元人民币购买杭州行之远控股有限公司（以下简称"行之远"）持 有的合肥市盛文信息技术有限公司（以下简称"合肥盛文"或"标的公司"）51%股 权，上述交易（以下简称"本次交易"）完成后，景业智能将持有合肥盛文 51%的 股权。 行之远系公司控股股东，持有公司 26.05%的股权，根据《上海证券交易 所科创板股票上市规则》的规定，本次交易构成关联交易。 本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重 组。 至本次关联交易为止，过去 12 个月内公司与同一关联人或与不同关联人 之间交易标的类别相关的关联交易已达到 3,000 万元以上，且占公司最近一期经 审计总资产或市值 1%以上。 本次 ...

证券代码：688290 证券简称：景业智能 公告编号：2025-067 杭州景业智能科技股份有限公司 第二届董事会第十九次会议决议公告 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。 一、董事会会议召开情况 杭州景业智能科技股份有限公司（以下简称"公司"）第二届董事会第十九 次会议于 2025 年 9 月 28 日以现场结合通讯方式召开。本次会议应到董事 9 人， 实到董事 9 人，会议由董事长来建良先生主持。会议的召集和召开程序符合《公 司法》和《公司章程》等相关规定，会议形成的决议合法、有效。 二、董事会会议审议情况 （二）审议通过《关于提请召开 2025 年第七次临时股东会的议案》 董事会同意公司择日召开 2025 年第七次临时股东会，具体会议时间以公司 刊登在上海证券交易所网站（www.sse.com.cn）的股东会通知为准。 表决结果：同意 9 票，反对 0 票，弃权 0 票，议案通过。 来建良先生系关联董事，该议案回避表决。 表决结果：同意 8 票，反对 0 票，弃权 0 票，议案通过。 本议案已经第二届董事会 ...