证券之星消息，10月22日军工电子板块较上一交易日下跌1.59%，智明达领跌。当日上证指数报收于 3913.76，下跌0.07%。深证成指报收于12996.61，下跌0.62%。军工电子板块个股涨跌见下表： 从资金流向上来看，当日军工电子板块主力资金净流出5.73亿元，游资资金净流入3.9亿元，散户资金净 流入1.83亿元。军工电子板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688629 | 华丰科技 | 1.45 6 | 12.62% | 3009.54万 | 2.62% | -1.75 Z | -15.25% | | 688776 国光电气 | | 4498.78万 | 10.39% | 705.62万 | 1.63% | -5204.40万 | -12.02% | | 000547 | 航天发展 | 4357.98万 | 17.41% | -1127.04万 | -4.50% ...

Core Insights - Chengdu Zhizhixin Tu Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on artificial intelligence software and hardware development, as well as intelligent robotics [1][2] Company Information - The company is registered in Chengdu, Sichuan Province, and is classified as a limited liability company [2] - The legal representative is Jiang Hu, and the company is currently in operation [2] - The business scope includes AI theory and algorithm software development, AI hardware sales, and intelligent robot research and sales [1][2] Shareholding Structure - Chengdu Zhizhixin Tu Technology Co., Ltd. is jointly held by Zhimingda (688636) and other shareholders [1] - Zhimingda holds a 51% stake, contributing 5.1 million yuan, while other shareholders include individuals and partnerships with varying ownership percentages [2]

Core Viewpoint - Chengdu Zhiwei Xintu Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on artificial intelligence software and hardware development, as well as intelligent robotics [1] Company Summary - The newly established company has a registered capital of 10 million yuan [1] - The business scope includes artificial intelligence theory and algorithm software development, sales of artificial intelligence hardware, research and development of intelligent robots, and sales of intelligent robots [1] - The company is co-owned by Zhimingda and others [1]

Group 1 - The company will hold a Q3 2025 earnings presentation on October 24, 2025, from 15:00 to 16:00 [2][4] - The presentation will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [3][4] - Investors can submit questions from October 17 to October 23, 2025, and the company will address common concerns during the presentation [2][5] Group 2 - The company aims to provide a comprehensive understanding of its Q3 2025 operational results and financial status during the earnings presentation [2][3] - Contact information for inquiries includes a designated contact person and an email address for question submissions [5]

证券代码：688636 证券简称：智明达 公告编号：2025-061 成都智明达电子股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 成都智明达电子股份有限公司（以下简称"公司"）将于 2025 年 10 月 24 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 10 月 24 日（星期五） 15:00-16:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 10 月 24 日（星期五）15:00-16:00 （二） 会议召开地点：上证路演中心 （三） 会议召开方式：上证 ...

Core Viewpoint - The company, Zhimin Da (688636.SH), announced a reduction in the total amount of funds to be raised through a simplified procedure for issuing shares to specific targets for the year 2025, decreasing from 2,134 million yuan to 2,084 million yuan, a reduction of 5 million yuan [1] Fund Allocation - The raised funds, after deducting issuance costs, will be allocated to the "Research and Development and Industrialization Construction Project of Unmanned Equipment and Commercial Aerospace Embedded Computers," with an investment of 1,504 million yuan [1] - The remaining 580 million yuan will be used to supplement working capital to meet daily operations and business expansion needs [1]

Core Viewpoint - The "Tian Zhi Quantitative Core Selection" fund has experienced significant losses, with a reported decline of 13.39% this year, marking a trend of consecutive annual losses over the past four years, each exceeding double digits [5][27]. Fund Performance - The fund's turnover rate has been exceptionally high, reaching over 1000% since August 2023, indicating frequent trading of its top holdings [14]. - The fund's net asset value has fluctuated significantly, with a reported net asset change rate of 374.38% as of June 30, 2025, despite the overall decline in performance [8]. Fund Management - The fund has undergone management changes, with five different fund managers, each contributing to poor performance rankings [19]. - The previous manager, Xu Jiahan, is noted for making high-risk investments, leading to substantial losses during his tenure [11][23]. Investment Strategy - The fund's investment strategy has been criticized for chasing high-performing stocks, particularly during periods of market volatility, which has exacerbated losses [16][27]. - The current manager, Li Shen, has shifted the fund's focus towards value stocks, particularly in the financial and public utility sectors, but has struggled to capitalize on market rebounds [25][27]. Market Context - The fund's performance is set against a backdrop of broader market trends, with significant fluctuations in growth and value sectors, impacting overall investment strategies [30][34]. - Despite the fund's poor performance, there has been an influx of retail investor interest, leading to an increase in the fund's C share scale from 2 million to 7 million [28].

成都智明达电子股份有限公司 2025 年度以简易程序向特定对象发行股票方案论证分析报告 （二次修订稿） 证券简称：智明达 证券代码：688636 成都智明达电子股份有限公司 2025 年度以简易程序向特定对象发行股票 方案论证分析报告（二次修订稿） 二〇二五年十月 1 成都智明达电子股份有限公司 2025 年度以简易程序向特定对象发行股票方案论证分析报告 （二次修订稿） 成都智明达电子股份有限公司（以下简称"智明达"、"公司"）为上海证 券交易所科创板上市公司，为满足公司经营战略实施和业务发展需要，提升公司 盈利能力，根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华 人民共和国证券法》（以下简称"《证券法》"）和《上市公司证券发行注册管 理办法》（以下简称"《注册管理办法》"）等有关法律、行政法规、部门规章 或规范性文件和《公司章程》的规定，公司拟通过以简易程序向特定对象发行股 票的方式募集资金，并编制本方案论证分析报告。 2、国防信息化和 C4ISR 建设持续推进，推动国家重点领域信息化装备的快 速发展 国家重点领域信息化将现代信息技术运用到重点领域，推动战争形态从机械 化到信息化转变，是新型国 ...

成都智明达电子股份有限公司（以下简称"公司"）于 2025 年 10 月 14 日 召开第三届董事会第三十一次会议，审议通过了《关于调减公司 2025 年度以简 易程序向特定对象发行股票募集资金总额暨调整发行方案的议案》《关于更新公 司 2025 年度以简易程序向特定对象发行股票预案的议案》等议案，对本次以简 易程序向特定对象发行股票的预案进行了修订。 《成都智明达电子股份有限公司 2025 年度以简易程序向特定对象发行股票 预案（二次修订稿）》及相关文件具体内容详见公司同日披露于上海证券交易所 网站（www.sse.com.cn）的相关公告，敬请投资者注意查阅。 证券代码：688636 证券简称：智明达 公告编号：2025-057 成都智明达电子股份有限公司 关于 2025 年度以简易程序向特定对象发行股票预案 （二次修订稿）披露的提示性公告 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。 2025 年 10 月 15 日 该预案的披露事项不代表审批机关对于本次发行相关事项的实质性判断、确 认、批准或注册。该预案所述本次 ...

成都智明达电子股份有限公司 2025 年度以简易程序向特定对象发行股票预案（二次修订稿） 证券简称：智明达 证券代码：688636 成都智明达电子股份有限公司 2025 年度以简易程序向特定对象发行股票 预案（二次修订稿） 二〇二五年十月 1 成都智明达电子股份有限公司 2025 年度以简易程序向特定对象发行股票预案（二次修订稿） 公司声明 1、公司及董事会全体成员保证本预案内容真实、准确、完整，并确认不存 在虚假记载、误导性陈述或重大遗漏，按照诚信原则履行承诺，并承担相应的法 律责任。 2、本预案按照《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司证券发行注册管理办法》等法律、法规及规范性文件的要求编制。 3、本次向特定对象发行股票完成后，公司经营与收益的变化由公司自行负 责；因本次向特定对象发行股票引致的投资风险，由投资者自行负责。 4、本预案是公司董事会对本次向特定对象发行股票的说明，任何与之不一 致的声明均属不实陈述。 5、投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或 其他专业顾问。 6、本预案所述事项并不代表审批机构对于本次向特定对象发行股票相关事 项的实质性判断、确认 ...