Core Viewpoint - The company has signed a sales contract with a subsidiary of Meituan Group to provide intelligent logistics cross-belt sorting systems and related services, with a total contract value of $43.3888 million [1] Group 1: Contract Details - The contract duration is from the effective date until both parties fulfill their responsibilities and obligations [1] - The execution of this contract is expected to have a positive impact on the company's future operating performance, although it will not significantly affect the current period's performance [1] Group 2: Risk Factors - Both parties have the capability to fulfill the contract, but there are risks associated with external macroeconomic changes and adjustments in national policies that could prevent timely or complete execution of the contract [1]

国金证券股份有限公司 关于德马科技集团股份有限公司 发行股份及支付现金购买资产暨关联交易之 部分限售股上市流通的核查意见 国金证券股份有限公司（以下简称"独立财务顾问"）作为德马科技集团股份 有限公司（以下简称"德马科技"、"上市公司"或者"公司"）发行股份及支付 现金购买资产暨关联交易（以下简称"本次交易"）的独立财务顾问，根据《公 司法》《证券法》《上市公司重大资产重组管理办法》《上市公司并购重组财务顾 问业务管理办法》《上海证券交易所科创板股票上市规则》等相关法律、法规和 规范性文件的规定，对本次交易形成的部分限售股上市流通情况进行了核查，核 查情况如下： 二、本次上市流通的限售股形成后至今公司股本数量变化情况 2024 年 5 月 10 日，公司 2023 年年度股东大会审议通过《关于 2023 年度利 润分配及资本公积转增股本预案的议案》，以实施权益分派股权登记日登记的总 股本为基数分配利润及资本公积转增股本，向截至股权登记日（2024 年 5 月 28 日）收市在册的全体股东以资本公积金每 10 股转增 4 股，本次合计转增股本 53,825,646 股，本次转增后，公司总股本由 134,564, ...

证券代码：688360 证券简称：德马科技 公告编号：2025-022 德马科技集团股份有限公司 关于发行股份及支付现金购买资产暨关联交易之 部分限售股上市流通公告 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。 重要内容提示： 三、本次上市流通限售股的有关承诺 本次股票上市类型为向特定对象发行股份；股票认购方式为网下，上市股 数为8,594,723股。 本次股票上市流通总数为8,594,723股。 本次股票上市流通日期为2025 年 7 月 1 日。 一、本次上市流通的限售股类型 本次上市流通的限售股类型为德马科技集团股份有限公司（以下简称"公司" 或"德马科技"）发行股份及支付现金购买资产暨关联交易（以下简称"本次交易"） 之发行股份购买资产中部分限售股上市流通。 根据中国证券监督管理委员会于 2023 年 9 月 15 日出具的《关于同意德马科 技集团股份有限公司发行股份购买资产注册的批复》（证监许可〔2023〕2176 号）， 同意公司向王凯发行 8,843,213 股股份、向曲准德发行 1,680,941 股股份 ...

Core Viewpoint - Demar Technology (688360.SH) is enhancing its layout in the upstream robotics industry chain through a strategic cooperation agreement with Shanghai Zhiyuan New Technology Co., Ltd, focusing on innovative applications of embodied intelligent robots in logistics scenarios [1][2]. Group 1: Strategic Cooperation - On June 17, Demar Technology signed a strategic cooperation agreement with Zhiyuan New Technology to explore innovative applications of embodied intelligent robots in logistics, leveraging each other's core strengths [1][2]. - The cooperation aims to accelerate the commercial deployment of humanoid robots in the logistics industry and create competitive "humanoid robot + intelligent logistics equipment" system products and solutions [2]. Group 2: Recent Developments - Demar Technology has been actively expanding its presence in the robotics field, signing multiple strategic cooperation agreements with various institutions, including Zhejiang University and Yuanlu Technology, to promote technological innovation and application in humanoid robots [3][4]. - The company also made a strategic investment in Lianyungang Sikes Robot Technology Co., Ltd, focusing on collaborative development in technology, production, and market expansion for humanoid robots and high-end medical applications [4]. Group 3: Financial Performance - Demar Technology has shown consistent profit growth, with net profit increasing steadily from 2017 to 2024. In Q1 2025, the company reported a 25.55% year-on-year increase in revenue and a 49.12% increase in net profit [1][7]. - The company's R&D expenses have been rising, with a rate of 7.08% in Q1 2025, reflecting its commitment to innovation and technological advancement [6]. Group 4: Market Position and Competitive Advantage - Demar Technology is positioned at both ends of the humanoid robot industry chain, focusing on application scenarios and core component production, with a strong understanding of the logistics industry [4][5]. - The company has established a global presence, serving over 30 countries and regions, and has accumulated significant technological expertise in core components, enhancing its competitive edge in the market [5].

证券代码：688360 证券简称：德马科技 公告编号：2025-021 德马科技集团股份有限公司 关于自愿披露签订战略框架协议的公告 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。 重要内容提示: 法定代表人：邓泰华 统一社会信用代码：91310000MACA4F0G12 公司类型：有限责任公司(外商投资、非独资) 一、框架协议签订的基本情况 2025 年 6 月 17 日，德马科技集团股份有限公司（以下简称"德马科技"、"公 司"或"甲方"）与上海智元新创技术有限公司（以下简称"智元新创"或"乙方"） 本次战略合作协议是基于双方合作意愿的意向性约定，具体合作内容及相关 约定应以后续签订的正式合作协议为准，具体实施内容存在不确定性。 本协议的签署不涉及具体交易金额，预计对公司本年度经营业绩不构成重大 影响，对未来年度经营业绩的影响将视后续具体合作协议签署及实施情况而 定。 公司将根据《上海证券交易所科创板股票上市规则》等相关法律法规、规范 性文件及《公司章程》的规定及时履行相关审议程序及信息披露义务。敬请 广大投资者注意投 ...

Group 1: Stock Performance and Risks - Huayang New Materials (600281.SH) has experienced significant stock price fluctuations, with a cumulative increase that deviates from the industry average, indicating potential irrational speculation risks [1] - The company clarified that its main business does not involve rare earth permanent magnets, focusing instead on precious metal recovery and processing, which is facing rising raw material costs due to increasing precious metal prices [1] - Jinniu Chemical (600722.SH) reported that its methanol sales prices have not changed significantly despite a 20% increase in stock price over three trading days, indicating stable market conditions [4] Group 2: New Product Developments - Guoxin Technology (688262.SH) successfully tested its new quantum-resistant password card, CCUPHPQ01, and has sent samples to multiple clients for application development [2] - Rongchang Biopharmaceutical (688331.SH) received orphan drug designation from the EU for its product Tai Itasip, which is the first dual-target fusion protein drug for treating myasthenia gravis, providing policy support for its development in the EU [8] Group 3: Corporate Actions and Financial Updates - Lakala (300773.SZ) is in discussions regarding its H-share listing, which faces significant uncertainty in approval and regulatory processes [3] - Dematech (688360.SH) entered a strategic cooperation agreement with Shanghai Zhiyuan New Technology to explore innovative applications of embodied intelligent robots in logistics [9] - Yashi Chuangneng (603378.SH) announced a potential forced reduction of 3% of its shares due to a margin call affecting its major shareholder [10] - Siwei Technology (688213.SH) reported a decrease in the shareholding ratio of its major shareholder, the National Integrated Circuit Industry Investment Fund II, from 7.35% to 6.99% [11] - Jingyi Equipment expects a revenue increase of 36.54% to 42.48% year-on-year for the first half of 2025, projecting revenue between 690 million to 720 million yuan [12]

Group 1 - The core viewpoint of the announcement is that Demar Technology Group Co., Ltd. has signed a strategic cooperation framework agreement with Shanghai Zhiyuan New Technology Co., Ltd. to explore innovative applications of embodied intelligent robots in logistics scenarios [2][4][5] - The agreement is a framework agreement and does not involve specific transaction amounts, meaning it is not expected to have a significant impact on the company's operating performance for the current year [4][6][7] - The cooperation aims to leverage both parties' strengths to accelerate the commercial deployment of humanoid robots in the logistics industry, creating competitive "humanoid robot + intelligent logistics equipment" system products and solutions [5][7] Group 2 - The agreement establishes a guiding framework for cooperation, with both parties agreeing to share resources and complement each other's advantages [5][6] - The strategic partnership is expected to enhance the company's core competitiveness by utilizing its logistics capabilities and understanding of the intelligent equipment industry [7] - The agreement is valid for one year from the date of signing, with the possibility of extension or renegotiation based on mutual consent [6]

Core Viewpoint - The company has signed a strategic cooperation agreement with Shanghai Zhiyuan New Technology Co., Ltd. to explore innovative applications of embodied intelligent robots in logistics scenarios [1] Group 1: Cooperation Details - The cooperation will leverage the core advantages of both parties to build and operate a humanoid intelligent robot data collection center [1] - The collaboration includes commercial applications of humanoid intelligent robots in the smart logistics vertical, data trading models, core component R&D, and joint sales of humanoid robot products [1] - The agreement is a framework agreement and does not involve specific transaction amounts [1] Group 2: Impact on Company Performance - The expected impact on the company's operating performance for the year 2025 is not significant [1]

Core Insights - The company, 德马科技, has reached a strategic cooperation intention with Shanghai 智元新创技术有限公司 on June 17, 2025, to explore innovative applications of embodied intelligent robots in logistics scenarios [1] - The cooperation will leverage the core strengths of both parties, focusing on areas such as the construction and operation of humanoid intelligent robot data collection centers, commercial applications, data trading models, core component research and development, and joint sales [1] - The agreement is a framework agreement and does not involve specific transaction amounts, with no significant impact expected on the company's operating performance for the current year [1] Company and Industry Summary - The strategic cooperation aims to enhance the logistics industry through the application of intelligent robotics, indicating a growing trend towards automation and advanced technology in logistics [1] - Future impacts on the company's operating performance will depend on the signing and implementation of specific cooperation agreements [1]

德马科技集团股份有限公司 2024年年度权益分派实施公告 证券代码：688360 证券简称：德马科技 公告编号：2025-020 本公司董事会及全体董事保证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。 重要内容提示： | 股权登记日 | 除权（息）日 | 新增无限售条件流 | 现金红利发放日 | | --- | --- | --- | --- | | | | 通股份上市日 | | | 2025/6/10 | 2025/6/11 | 2025/6/11 | 2025/6/11 | 一、 通过分配、转增股本方案的股东大会届次和日期 本次利润分配及转增股本方案经公司2025 年 5 月 19 日的2024年年度股东大会 审议通过。 二、 分配、转增股本方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 公司存在首发战略配售股份，首发战略配售股份已全部上市流通 是否涉及差异化分红送转：否 每股分配比例，每股转增 ...