中信建投证券股份有限公司 关于深圳精智达技术股份有限公司 部分募投项目新增实施主体及实施地点的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券""保荐机构"）作为 深圳精智达技术股份有限公司（以下简称"精智达""公司"）首次公开发行股票 并在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《上市公 司募集资金监管规则》《上海证券交易所科创板股票上市规则》及《上海证券交 易所科创板上市公司自律监管规则适用指引第1号——规范运作》等相关法律法 规及规范性文件，对精智达本次部分募投项目增加实施主体及实施地点，且使用 自有资金支付募投项目所需资金并以募集资金等额置换事项进行了审慎核查，发 表如下核查意见。 | 1 | 新一代显示器件检测设 | 19,804.75 | 19,800.00 | 精智达 | | --- | --- | --- | --- | --- | | 序号 | 项目名称 备研发项目 | 投资总额 | 拟使用募集资金 投入金额 | 实施主体 | 1 | 序号 | 项目名称 | 投资总额 | 拟使用募集资金 投入金额 | 实施主体 | | --- | --- | --- | --- ...

深圳精智达技术股份有限公司2025 年半年度报告 公司代码：688627 公司简称：精智达 深圳精智达技术股份有限公司 2025 年半年度报告 1 / 208 深圳精智达技术股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中详细描述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本报告 "第三节 管理层讨论与分析"之"四、风险因素"中相关内容。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人张滨、主管会计工作负责人崔小兵及会计机构负责人（会计主管人员）刘建秋 声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来发展计划、发展战略、经营计划等前瞻性陈述，不构成公司对投资者的 实质承诺，请投资者注意 ...

Group 1 - The high bandwidth memory sector is leading the market with an increase of 3.38% [1] - Shengmei Shanghai saw a significant rise of 8.45% [1] - Lianrui New Materials increased by 4.45% [1] - Guoxin Technology experienced a growth of 4.16% [1] - Beifang Huachuang, Jingzhida, and Huahai Chengke all rose by over 3% [1]

Group 1 - The company has approved a share repurchase plan using its own funds, with a total repurchase amount between RMB 30 million and RMB 50 million, and a maximum repurchase price of RMB 120.34 per share [1] - As of July 31, 2025, the company has repurchased a total of 569,149 shares, accounting for 0.61% of the total share capital, with a total expenditure of RMB 40.167 million [2] - The company has previously repurchased 1,636,477 shares, which is 1.74% of the total share capital, with 1,067,328 shares from a prior repurchase plan [3] Group 2 - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in a timely manner [4]

Group 1 - The company Jingzhida (SH 688627) announced a share buyback plan approved on March 10, 2025, with a total of approximately 569,100 shares repurchased, accounting for 0.61% of the total share capital [1] - The highest price for the repurchased shares was 75.19 CNY per share, while the lowest price was 60.53 CNY per share, with a total expenditure of 40.167 million CNY [1] - As of the announcement, the market capitalization of Jingzhida is 8.7 billion CNY [1] Group 2 - A warning from a German executive in the autonomous driving sector highlighted the dangers of free services, stating that it could lead to a disastrous situation for the entire industry [1]

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法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/3/12 | | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 12 个月 | | 预计回购金额 | 3,000万元~5,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 56.9149万股 | | 累计已回购股数占总股本比例 | 0.61% | | 累计已回购金额 | 4,016.70万元 | | 实际回购价格区间 | 60.53元/股~75.19元/股 | 证券代码：688627 证券简称：精智达 公告编号：2025-063 深圳精智达技术股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 2025 年 7 月，公司未实施股份回购。自 2025 年 3 月 10 日第三届董事会第二 十六次会议审议通过《关于以集中竞价交易方式回购公司股份方案的议案》之日 起至 2025 年 ...

Core Insights - Suzhou Jingzhida Intelligent Equipment Technology Co., Ltd. has obtained a patent for a "point delay detection system for touch screen line detection" with the authorization announcement number CN115639922B, applied for on October 2022 [1] - The company was established in 2017 and is located in Suzhou, focusing primarily on research and experimental development [1] - The registered capital of the company is 4 million RMB [1] Company Overview - Suzhou Jingzhida Intelligent Equipment Technology Co., Ltd. has participated in one bidding project and holds 41 patent records [1] - The company also possesses three administrative licenses [1]

Group 1 - The general equipment sector saw a slight increase of 0.22% on August 1, with Xun'an Technology leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] - Xun'an Technology's stock price rose by 9.74% to 26.26, with a trading volume of 69,400 shares and a transaction value of 174 million yuan [1] Group 2 - The general equipment sector experienced a net outflow of 1.284 billion yuan from institutional investors, while retail investors saw a net inflow of 1.497 billion yuan [2] - The top gainers in the general equipment sector included Xun'an Technology, with a significant increase in trading volume and transaction value [1][2] - The overall market sentiment reflected a mixed performance, with some stocks experiencing notable declines, such as Fangsheng Co., which fell by 9.11% [2]

Group 1 - The report emphasizes a focus on the broad technology sector for investment in August, highlighting a "slow bull" market mentality [2][4] - The recommended stocks include leading companies across various industries, such as XianDao Intelligent in machinery and HuaQin Technology in military [2][6] - The report suggests that the current market is experiencing a consolidation phase, with a potential shift from point trading to space trading as profits are realized [4][6] Group 2 - XianDao Intelligent is expected to benefit from the restart of production by domestic leaders, with significant orders projected from partners like Ningde Times [9][10] - HuaQin Technology is positioned to grow due to its leading role in stealth materials, with projected net profits increasing from 4.98 billion to 6.56 billion from 2025 to 2027 [15][16] - Anker Innovation is recognized as a leader in consumer electronics, with a projected overseas revenue share of 96.4% in 2024, driven by strong growth in new products [20][22] Group 3 - JingZhiDa is advancing in the semiconductor testing equipment market, with significant orders expected from major clients, indicating a strong growth potential [25][26] - BoRui Pharmaceutical is projected to see net profits rise from 2.6 billion to 4.3 billion from 2025 to 2027, driven by clinical advancements [29][30] - Focus Technology is leveraging AI tools to enhance seller efficiency and increase cash flow, indicating a positive outlook for its business model [32][34] Group 4 - HaiTianRuiSheng is involved in high-quality data set development, with expected revenue growth of 61%-78% in 2025, supported by government and enterprise contracts [38][39] - DongPeng Beverage is experiencing increased sales due to enhanced brand exposure and product offerings, maintaining a "buy" rating [43][44] - DaJin Heavy Industry is positioned for growth with a strong order backlog and plans for overseas expansion, indicating robust future performance [45][46] Group 5 - XinHeCheng is a leading player in the fine chemical sector, with a focus on vitamins and amino acids, benefiting from a strong integrated supply chain [49][50] - The company is expected to see a recovery in vitamin prices and increased production capacity in amino acids, enhancing its competitive position [53][54] - The report highlights the potential for significant growth in the new materials sector, driven by ongoing projects and market demand [50][52]

Investment Rating - The report provides a positive investment outlook for the medical equipment sector, highlighting potential growth opportunities due to recent procurement trends and market recovery [1]. Core Insights - The medical equipment sector has shown a significant recovery in procurement since Q4 2024, with expectations for financial performance to reflect this recovery by Q3 2025 [1]. - The technology sector is expected to benefit from the commercialization of tier 1 generative models, which could lead to a revaluation of core business segments [1]. - The beverage industry, particularly Dongpeng Beverage, is experiencing strong sales growth, driven by new product launches and market expansion [1]. - The semiconductor equipment sector is seeing increased demand, with a focus on expanding production capabilities and meeting the needs of major clients [1]. - The aerospace and defense sector is positioned for growth as it aligns with national strategic goals, despite facing some operational challenges [1]. - The chemical sector is witnessing a recovery in performance, supported by favorable domestic policies and improving pricing power [1]. - The rare earth industry is expected to see significant growth due to rising demand in high-growth areas such as electric vehicles and robotics [1]. Summary by Category Medical Equipment - The report emphasizes the strong bidding performance of companies in the ultrasound and endoscopy segments, with notable growth in market share expected in 2025 [1]. Technology - The report highlights the potential for revenue growth driven by the deepening of platform capabilities and international expansion strategies [1]. Beverage - Dongpeng Beverage is noted for its rapid sales growth, with new product lines contributing to a more robust revenue stream [1]. Semiconductor Equipment - The report indicates that the company is transitioning from a focus on panel testing to semiconductor equipment, with expectations for significant revenue growth in this area [1]. Aerospace and Defense - The report outlines the strategic importance of the aerospace sector in national planning, with a focus on achieving operational goals despite regulatory challenges [1]. Chemicals - The report discusses the positive outlook for the chemical sector, driven by improved pricing and demand recovery [1]. Rare Earth - The report notes a substantial increase in production and sales in the rare earth sector, driven by strong demand in emerging technologies [1].