截至2025年12月8日13:59，云计算ETF天弘(517390)盘中换手7.02%，成交2690.99万元，位居同类产品第 一。跟踪的中证沪港深云计算产业指数(931470)强势上涨3.45%，成分股新易盛(300502)上涨8.05%，中际 旭创(300308)上涨7.55%，汉得信息(300170)上涨6.68%，曙光数创(920808)，星网锐捷(002396)等个股跟 涨。 拉长时间看，截至12月5日，云计算ETF天弘(517390)近3月规模增长1520.73万元，实现显著增长。 云计算ETF沪港深(517390)，对应场外联接(A：019171；C：019170)。 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 机器人ETF(159770)盘中换手3.36%，成交3.33亿元。跟踪的中证机器人指数(H30590)上涨0.97%，成分股海 目星(688559)上涨10.09%，景业智能(688290)上涨6.28%，燕麦科技(688312)上涨5.48%，大族激光(002008) 上涨5.38%，克来机电(603960)上涨2.90%。 值得一提的是，机 ...

Core Viewpoint - The company has completed the "Research and Development Center Construction Project" and plans to permanently supplement its working capital with the remaining raised funds amounting to 37.7487 million yuan, enhancing the efficiency of fund utilization [2][8]. Fundraising Basic Situation - The company raised a total of 705.92 million yuan through its initial public offering, with a net amount of 626.12 million yuan after deducting issuance costs. The funds were deposited in a dedicated bank account [3]. Project Overview - The "Research and Development Center Construction Project" has reached the expected usable state, meeting the conditions for project completion. The project timeline was extended from November 2023 to November 2025 [4][6]. Reasons for Fund Surplus - The company adhered to regulations regarding the use of raised funds, implementing cost control measures that resulted in savings. Additionally, some temporarily idle funds were managed to generate cash management income [6]. Plan for Surplus Funds - The company intends to transfer the surplus funds of 37.7487 million yuan into its general bank account for permanent use in daily operations. The dedicated fundraising account will be closed following this transfer [7][9]. Review Procedures and Opinions - The board of directors approved the proposal to conclude the project and allocate surplus funds without requiring shareholder meeting approval. The sponsor, Huatai United Securities, confirmed that the decision followed necessary procedures and aligns with the company's operational needs and long-term strategy [8][10].

（编辑 任世碧） 11月27日晚间，燕麦科技发布公告称，公司于2025年11月27日召开第四届董事会第五次会议，审议通过 了《关于部分募投项目结项并将节余募集资金永久补充流动资金的议案》，同意公司募集资金投资项目 （简称"募投项目"）"研发中心建设项目"结项，并将节余募集资金永久补充流动资金。 ...

华泰联合证券有限责任公司关于 经中国证券监督管理委员会《关于同意深圳市燕麦科技股份有限公司首次公 开发行股票注册的批复》（证监许可〔2020〕808 号）核准，公司首次公开发行人 民币普通股（A 股）3,587 万股，发行价格 19.68 元/股，募集资金总额人民币 705,921,600.00 元，扣除发行费用（不含增值税）后的募集资金净额人民币 626,120,382.45 元。公司上述募集资金已于 2020 年 6 月 2 日到账。以上募集资金 到位情况，已经天健会计师事务所（特殊普通合伙）验证，并出具了《验资报告》 （天健验[2020]3-36 号）。公司在银行开设了专户存储上述募集资金。 二、募投项目基本情况 （一）募投项目 根据《深圳市燕麦科技股份有限公司首次公开发行股票并在科创板上市招股 说明书》，公司募集资金投资项目及募集资金使用计划如下： 深圳市燕麦科技股份有限公司部分募投项目结项并将节余募 集资金永久补充流动资金的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"、"保荐机构"）作为 深圳市燕麦科技股份有限公司（以下简称"燕麦科技"、"公司"）首次公开发行股 票并在科创板上市持续 ...

证券代码：688312 证券简称：燕麦科技 公告编号：2025-059 公司于 2025 年 11 月 27 日召开第四届董事会第五次会议，审议通过了《关 于部分募投项目结项并将节余募集资金永久补充流动资金的议案》，同意公司 募集资金投资项目（以下简称"募投项目"）"研发中心建设项目"结项，并 将节余募集资金永久补充流动资金。保荐机构华泰联合证券有限责任公司对上 述事项出具了明确同意的核查意见，该议案无需提交股东大会审议。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意深圳市燕麦科技股份有限公司首次 公开发行股票注册的批复》（证监许可〔2020〕808 号）核准，公司首次公开 发行人民币普通股（A 股）3,587 万股，发行价格 19.68 元/股，募集资金总额 人民币 705,921,600.00 元，扣除发行费用（不含增值税）后的募集资金净额人 民币 626,120,382.45 元。公司上述募集资金已于 2020 年 6 月 2 日到账。以上 募集资金到位情况，已经天健会计师事务所（特殊普通合伙）验证，并出具了 1 深圳市燕麦科技股份有限公司 关于部分募投项目结项并将节余募集资金永久补充 流动 ...

格隆汇11月27日丨燕麦科技(688312.SH)公布，公司于2025年11月27日召开第四届董事会第五次会议， 审议通过了《关于部分募投项目结项并将节余募集资金永久补充流动资金的议案》，同意公司募集资金 投资项目(以下简称"募投项目")"研发中心建设项目"结项，本次节余金额为3,774.87万元，公司拟将结项 募集资金投资项目的节余募集资金永久补充流动资金(实际金额以资金转出当日募集资金专户余额为 准)，用于公司日常生产经营活动。 ...

格隆汇11月27日丨燕麦科技(688312.SH)公布，公司于2025年11月27日召开第四届董事会第五次会议， 审议通过了《关于部分募投项目结项并将节余募集资金永久补充流动资金的议案》，同意公司募集资金 投资项目(以下简称"募投项目")"研发中心建设项目"结项，本次节余金额为3,774.87万元，公司拟将结项 募集资金投资项目的节余募集资金永久补充流动资金(实际金额以资金转出当日募集资金专户余额为 准)，用于公司日常生产经营活动。 ...

Core Insights - Oat Technology's stock increased by 5.31% to 31.36 CNY per share, with a total market capitalization of 4.571 billion CNY [1] - The company specializes in smart manufacturing, focusing on industrial automation and intelligent testing equipment [1] - The revenue breakdown shows that automated testing equipment accounts for 66.46%, accessories and others for 21.06%, and testing fixtures for 12.48% [1] Shareholder Insights - Huaxia Fund's Huaxia CSI Robot ETF (562500) is among the top ten circulating shareholders, having increased its holdings by 448,500 shares to a total of 2.4102 million shares, representing 1.65% of circulating shares [2] - The ETF has generated an estimated floating profit of approximately 3.8082 million CNY today [2] - The fund was established on December 17, 2021, with a current size of 22.798 billion CNY and has achieved a year-to-date return of 21.37% [2] Fund Management Insights - The fund manager of Huaxia CSI Robot ETF is Hualong, who has been in the position for 3 years and 98 days [3] - Under Hualong's management, the fund's total asset size is 35.957 billion CNY, with the best return during the tenure being 107.98% and the worst being -15.08% [3]

Group 1 - The Computer ETF (159998) has risen by 0.28% as of October 28, 2025, marking its fourth consecutive increase, with a turnover rate of 4.25% and a transaction volume of 121 million yuan [3] - The Computer ETF (159998) has seen a cumulative increase of 3.82% over the past week, ranking first among comparable funds, with a significant growth in scale of 8.639 million yuan [3] - The Tianhong Sci-Tech Index ETF (589860) has a turnover rate of 11.44% and a transaction volume of 40.4241 million yuan, indicating active market trading [3] Group 2 - The Computer ETF (159998) covers a wide range of sectors including information technology services, application software, and communication equipment, featuring leaders in AI applications and hardware manufacturing [4] - The Tianhong Sci-Tech Index ETF (589860) covers 97% of the market capitalization of the Sci-Tech board, with a balanced allocation in strategic emerging industries such as semiconductors and artificial intelligence [4] - The U.S. Department of Energy has announced a collaboration with NVIDIA and Oracle to build seven new AI supercomputers, emphasizing the importance of AI in scientific research [5] Group 3 - The quantum technology market is expected to exceed $6.1 billion globally by 2025, with China's market projected to reach 11.56 billion yuan, reflecting a compound annual growth rate of over 30% [6] - CITIC Securities highlights the need to accelerate innovation in AI and digital technologies, predicting significant growth in capital expenditure related to AI model development [7]

Core Viewpoint - Oat Technology (688312) experienced a significant stock price increase, with a rise of nearly 15% to over 34 yuan, following the release of its third-quarter report, which showed substantial growth in revenue and net profit, alongside a record high in cash flow from operating activities [1][2] Financial Performance - In Q3, the company achieved a revenue of 223 million yuan, representing a year-on-year growth of 19.11%, and a net profit attributable to shareholders of 67.51 million yuan, up 51.88% year-on-year [2] - For the first nine months of the year, total revenue reached 452 million yuan, a year-on-year increase of 25.34%, with net profit at 96.45 million yuan, reflecting a growth of 40.11% [2] - The cash flow from operating activities exceeded 100 million yuan for the first three quarters, marking a historical high for the same period [2] Business Focus and Growth Potential - Oat Technology specializes in automation and intelligent testing equipment, providing comprehensive solutions to meet customer needs in automated production [4] - The company has established long-term partnerships with eight of the top ten global FPC manufacturers, indicating a strong foothold in the traditional consumer electronics FPC testing equipment market [4] - New business developments include significant progress in semiconductor testing equipment, with products like MEMS sensor testing devices and SiP chip testing devices gaining traction [4][5] - The automotive electronics sector is also a focus, with products such as vehicle-mounted FPC testing equipment receiving orders from high-quality industry clients [4] Research and Development - The company was recognized as a national-level "specialized, refined, and innovative" small giant enterprise, highlighting its technological capabilities and market influence [7] - In the first three quarters, R&D expenditure reached 88.69 million yuan, a historical high, with R&D investment consistently exceeding 15% of revenue from 2018 to 2024 [7] - The company is expected to maintain high growth, with projected net profit growth rates of 24.08%, 25.94%, and 22.59% for this year, next year, and 2027, respectively [6]