公司名称：南京可瑞资创业投资合伙企业（有限合伙） 统一社会信用代码：91110106MA003E9RXG 公司类型：有限合伙企业 成立日期：2016 年 1 月 26 日 证券代码：688291 证券简称：金橙子 公告编号：2025-045 北京金橙子科技股份有限公司 关于控股股东的一致行动人、持股 5%以上股东变更名 称及其他工商信息的公告 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。 北京金橙子科技股份有限公司（以下简称"公司"）近日收到公司控股股东 的一致行动人、持股 5%以上股东苏州可瑞资科技发展中心（有限合伙）的通知， 其于近日完成名称及其他工商信息变更手续，并领取了新的营业执照，其名称由 "苏州可瑞资科技发展中心（有限合伙）"变更为"南京可瑞资创业投资合伙企 业（有限合伙）"，变更后的工商登记信息如下： 住所：江苏省南京市溧水区和凤镇凤西路 148 号 310 室 经营范围：一般项目：创业投资（限投资未上市企业）（除依法须经批准的 项目外，凭营业执照依法自主开展经营活动） 上述工商登记信息变更不涉及该股东持有 ...

Group 1 - The company plans to acquire 55.00% equity of Changchun Samit Optoelectronics Technology Co., Ltd. through a combination of issuing shares and cash payment, along with raising supporting funds [2] - The valuation and transaction price of the target assets have not yet been determined, and the transaction is not expected to constitute a major asset restructuring as defined by relevant regulations [2] - The company's stock was suspended from trading on July 31, 2025, for a period not exceeding 10 trading days to ensure fair information disclosure and protect investor interests [3] Group 2 - On August 12, 2025, the company held a board meeting and approved the proposal for the acquisition and fundraising plan, with the stock resuming trading on August 13, 2025 [4] - The company is actively advancing the related work for the transaction, including audits and evaluations, and will fulfill subsequent review procedures and disclosure obligations as per legal regulations [4]

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、本次交易的基本情况 北京金橙子科技股份有限公司（以下简称"公司"）拟通过发行股份及支付 现金的方式购买长春萨米特光电科技有限公司（以下简称"萨米特"）的 55.00% 股权并募集配套资金（以下简称"本次交易"）。本次交易完成后，公司将直接 持有萨米特 55.00%股权。 本次交易标的资产的估值及交易价格尚未确定，本次交易预计不构成《上市 公司重大资产重组管理办法》规定的重大资产重组，不构成关联交易，不构成重 组上市。 二、本次交易的进展情况 证券代码：688291 证券简称：金橙子 公告编号：2025-044 北京金橙子科技股份有限公司 关于发行股份及支付现金购买资产并募集配套资金 事项的进展公告 本次交易尚需提交公司董事会再次审议及公司股东会审议批准，并需经有权 监管机构批准、核准或同意注册后方可正式实施，能否通过上述审批、核准或注 册尚存在不确定性。公司于 2025 年 8 月 13 日披露的《北京金橙子科技股份有限 公司发行股份及支付现金购买资产并募集配套资金预案》 ...

交银先进制造混合A（519704）基金经理为刘鹏。 截至发稿，刘鹏累计任职时间7年106天，现任基金资产总规模91.25亿元，任职期间最佳基金回报 197.31%， 任职期间最差基金回报-5.54%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，北京金橙子科技股份有限公司位于北京市顺义区民泰路13号院22号楼，成立日期2004年1月 14日，上市日期2022年10月26日，公司主营业务涉及激光加工设备运动控制系统的研发与销售，为不同 激光加工场景提供综合解决方案和技术服务。主营业务收入构成为：激光加工控制系统69.95%，激光 系统集成硬件20.27%，激光精密加工设备8.95%，其他(补充)0.83%。 从金橙子十大流通股东角度 数据显示，交银施罗德基金旗下1只基金位居金橙子十大流通股东。交银先进制造混合A（519704）二 季度新进十大流通股东，持有股数47.33万股，占流通股的比例为1.41%。根据测算，今日浮亏损失约 89.45万元。 9月9日，金橙 ...

Core Insights - The company Jin Chengzi experienced a stock price increase of 3.54% on September 5, with a trading volume of 97.29 million yuan [1] - As of September 5, the total margin balance for Jin Chengzi was 101 million yuan, representing 8.10% of its market capitalization, indicating a high level of margin activity [1] - For the first half of 2025, Jin Chengzi reported a revenue of 133 million yuan, a year-on-year increase of 21.56%, and a net profit of 27.70 million yuan, up 64.58% year-on-year [2] Financing and Margin Activity - On September 5, Jin Chengzi had a margin buy amount of 12.48 million yuan and a margin repayment of 19.25 million yuan, resulting in a net margin buy of -6.77 million yuan [1] - The margin balance of 101 million yuan is above the 90th percentile of the past year, indicating a high level of borrowing [1] - There were no short sales or repayments on September 5, with the short balance also at zero, reflecting a lack of short selling interest [1] Shareholder and Institutional Holdings - As of August 29, the number of shareholders for Jin Chengzi was 6,967, a slight increase of 0.20%, while the average number of circulating shares per person decreased by 0.20% to 4,832 shares [2] - Since its A-share listing, Jin Chengzi has distributed a total of 37.31 million yuan in dividends [3] - As of June 30, 2025, major institutional shareholders included Guangfa Technology Innovation Mixed A, which is a new shareholder holding 2.23 million shares, and other new shareholders like Jiying Min'an Return Open A and Jiaoyin Advanced Manufacturing Mixed A [3]

Group 1: Yuncong Technology - The company is focusing on AI inference chip development through industrial investment and has strategically invested in Yisiwei Computing, a leading player in the domestic RISC-V field [1] - Yuncong Technology has established partnerships with multiple financial institutions to provide services such as financial big models, big data services, risk control, marketing, live detection, and dual recording [1] - The company's technology and products are primarily applied in the field of autonomous vehicles, focusing on the "vehicle-road-cloud" collaborative system for intelligent connected vehicles [1] Group 2: Jinchengzi - In the first half of 2025, the company achieved operating revenue of 132.68 million yuan, a year-on-year increase of 21.56%, and a net profit attributable to shareholders of 27.70 million yuan, up 64.58% year-on-year [2] - The growth in performance is attributed to market expansion and cost control, with the company enhancing competitiveness through employee stock ownership, governance optimization, and the acquisition of Samit [2] - Samit is expected to generate revenue of 57.55 million yuan and a net profit of 21.05 million yuan in 2024, with technology at an internationally advanced level, applicable in fields such as aviation detection and laser communication [2] - The company is entering the consumer-grade 3D printing sector with its ToC consumer-grade control card currently in the testing phase, and the acquisition plan includes performance and impairment compensation to support sustainable development [2] Group 3: Company Overview - Shanghai Chengrui Investment Management Co., Ltd. was established in May 2010 with a registered capital of 11 million yuan and became a private equity fund manager in April 2014 [3] - The company focuses on the secondary market and covers major asset allocation, employing strategies such as macro hedging, high-frequency alpha, and CTA strategies, all developed in-house [3] - The investment research team consists of 33 highly qualified professionals with strong educational backgrounds and extensive investment experience, with members graduating from prestigious universities [3] - The company has received numerous awards and recognitions, including being ranked among the top private equity firms in China and winning various industry awards for its performance [3]

Group 1: Zhonglian Heavy Industry - The company maintains a cautiously optimistic outlook on market demand, supported by a concentrated equipment renewal period of 8-10 years and the transition to National IV standards [1] - Healthy recovery pace reflects genuine construction demand, with national major projects driving the demand for larger, smarter, and greener equipment [1] - Overseas revenue increased by approximately 15% year-on-year, with Africa doubling and significant growth in the Middle East and Southeast Asia, while the market share in Europe, the US, and Australia reached 39% [1] - The company plans to increase resource investment in Latin America, Africa, and Europe, with an overseas investment return cycle typically taking 2-3 years [1] - The company has a mid-term dividend payout exceeding 60%, with cumulative dividends exceeding 30.6 billion yuan over 28 distributions, reflecting a long-term stable return philosophy [1] Group 2: Jinchengzi - In the first half of 2025, the company achieved operating revenue of 132.68 million yuan, a year-on-year increase of 21.56%, and a net profit attributable to shareholders of 27.70 million yuan, up 64.58% [2] - The growth in performance is attributed to market expansion and cost control, with the company enhancing competitiveness through employee stock ownership, governance optimization, and the acquisition of Samit [2] - The acquisition of Samit is expected to generate revenue of 57.55 million yuan and a net profit of 21.05 million yuan in 2024, with technology reaching international advanced levels applicable in fields like aviation detection and laser communication [2] - The company is entering the consumer-grade 3D printing sector with its ToC consumer-grade control card currently in the testing phase [2] - The acquisition plan includes performance and impairment compensation, which is beneficial for the sustainable development of the listed company [2]

Market Overview - The software development sector experienced a decline of 3.6% on September 2, with Sifang Jingchuang leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the software development sector included: - Keda Automation (Code: 831832) with a closing price of 28.13, up 7.08% [1] - Yinzhijie (Code: 300085) with a closing price of 59.00, up 2.52% [1] - Hengtai Open Source (Code: 834415) with a closing price of 18.50, up 2.49% [1] - Major decliners included: - Sifang Jingchuang (Code: 300468) with a closing price of 42.86, down 10.39% [2] - Wangda Software (Code: 603189) with a closing price of 21.35, down 9.34% [2] - Jin Chengzi (Code: 688291) with a closing price of 38.21, down 9.30% [2] Capital Flow - The software development sector saw a net outflow of 10.057 billion yuan from institutional investors, while retail investors experienced a net inflow of 8.511 billion yuan [2] - The capital flow for specific stocks indicated: - Keda Xunfei (Code: 002230) had a net inflow of 2.69 billion yuan from institutional investors [3] - Qianxin (Code: 688561) had a net inflow of 77.12 million yuan from institutional investors [3] - Information Development (Code: 300469) had a net inflow of 67.82 million yuan from institutional investors [3]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 1.18%, closing at 1357.15 points, with a total trading volume of 6.411 billion shares and a turnover of 300.923 billion yuan, resulting in an average turnover rate of 3.44% [1] - Among the tradable stocks on the STAR Market, 358 stocks closed higher, with 12 stocks hitting the daily limit up, including Hai Zheng Sheng Cai, Yuan Jie Ke Ji, and Teng Jing Ke Ji [1] - The distribution of turnover rates shows that 2 stocks had turnover rates exceeding 20%, 45 stocks between 10% and 20%, and 143 stocks between 5% and 10% [1] High Turnover Stocks - Jin Cheng Zi had the highest turnover rate at 27.15%, closing up by 7.67% with a trading volume of 393 million yuan [3] - Si Kan Ke Ji followed with a turnover rate of 21.03%, closing up by 7.11% and a trading volume of 425 million yuan [3] - Other notable stocks with high turnover rates include Hua Hong Company, Chang Yang Technology, and Canxin Shares, with turnover rates of 19.07%, 17.95%, and 17.93% respectively [1][3] Sector Analysis - In terms of sectors, the electronics sector had the most stocks with high turnover rates, totaling 64 stocks, followed by the computer and pharmaceutical sectors with 27 and 26 stocks respectively [2] - Stocks with significant net inflows included Bai Ji Shen Zhou, Hong Ruan Ke Ji, and Teng Jing Ke Ji, with net inflows of 305 million yuan, 220 million yuan, and 102 million yuan respectively [2] Leverage Fund Movements - A total of 128 stocks recently received net purchases from leveraged funds, with notable increases in financing balances for Lan Qi Ke Ji, Yun Tian Li Fei, and Hua Feng Ke Ji, increasing by 1.17 billion yuan, 475 million yuan, and 215 million yuan respectively [2] - Conversely, stocks like Ai Fu Te, Jing Pin Te Zhuang, and Ju He Cai Liao saw significant reductions in financing balances, decreasing by 104 million yuan, 8.853 million yuan, and 8.196 million yuan respectively [2]

Core Viewpoint - The 3D printing sector experienced significant fluctuations, with several companies seeing substantial stock price increases on September 1st, indicating a potential surge in investor interest in this industry [1] Company Performance - Haizheng Shengcai reached a 20% daily limit increase [1] - Changjiang Materials also hit the daily limit increase [1] - Jin Chengzi saw a rise of over 10% [1] - Other companies such as Sikan Technology and Guangyun Da also experienced upward movement in their stock prices [1]