一、本次解除限售股份取得的基本情况 根据中国证监会《关于核准深圳市桑达实业股份有限公司向中国电子信息产 业集团有限公司等发行股份购买资产并募集配套资金的批复》（证监许可 [2021]1018号）核准批文，深圳市桑达实业股份有限公司向中国电子信息产业集 团有限公司、中电金投控股有限公司、陈士刚、中电海河智慧新兴产业投资基金 （天津）合伙企业（有限合伙）、工银金融资产投资有限公司、横琴宏德嘉业投 资中心（有限合伙）、横琴宏图嘉业投资中心（有限合伙）、横琴宏达嘉业投资 中心（有限合伙）、德盛投资集团有限公司、横琴宏伟嘉业投资中心（有限合伙）、 深圳优点投资有限公司、中国瑞达投资发展集团有限公司、深圳市总章隆盛实业 有限公司、横琴宏景嘉业投资中心（有限合伙）、珠海宏寰嘉业投资中心（有限 合伙）等15名交易对方发行658,011,817股股份购买相关资产，该等股份已于2021 年5月17日上市。其中，向中电海河智慧新兴产业投资基金（天津）合伙企业（有 限合伙）、工银金融资产投资有限公司、德盛投资集团有限公司、深圳优点投资 有限公司、深圳市总章隆盛实业有限公司等5名发行对象发行的164,816,394股股 份，禁售期为自 ...

证券代码：000032 证券简称：深桑达 A 公告编号：2025-033 深圳市桑达实业股份有限公司 关于发行股份购买资产相关有限售条件股份 解除限售的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1.本次解除限售的股份为公司发行股份购买中国电子系统技术有限公司 96.7186%股权事项中向部分特定对象发行的股份； 2.本次申请解除限售股份可上市流通数量为493,195,423股，占公司总股本的 43.34%；本次实际可上市流通股份数量为456,748,821股，占公司总股本的40.14%； 3.本次解除限售股份的上市流通日期为 2025 年 6 月 13 日。 一、本次解除限售股份取得的基本情况 根据中国证监会《关于核准深圳市桑达实业股份有限公司向中国电子信息产 业集团有限公司等发行股份购买资产并募集配套资金的批复》（证监许可 [2021]1018 号）核准批文，深圳市桑达实业股份有限公司（以下简称"公司""深 桑达"）向中国电子信息产业集团有限公司、中电金投控股有限公司、陈士刚、中 电海河智慧新兴产业投资基金（天津）合伙企业（有限 ...

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering sector [11]. Core Insights - The report analyzes several mergers and acquisitions (M&A) cases among central state-owned enterprises (SOEs) in the construction sector, highlighting how these companies have integrated quality resources to achieve breakthroughs in business scale and competitiveness [3][25]. - The recent policy changes, including the new "National Nine Articles" and amendments to the asset restructuring management measures, are expected to invigorate the M&A market, providing opportunities for companies facing operational pressures or growth limitations [6][20]. Summary by Sections M&A Analysis - The report details various M&A cases, including: - **China National Materials International**: Acquired subsidiaries to enhance its competitive edge and resolve internal competition issues [6][28]. - **Shenzhen Sanda A**: Acquired a majority stake in China System to strengthen its smart city industry chain [7][65]. - **China Energy Engineering**: Planned a merger with Gezhouba to eliminate competition and enhance synergy [8]. - **Anhui Construction Engineering**: Merged with Anhui Construction Group for overall listing [8]. - **China Communications Construction**: Divested design assets to facilitate a reverse merger with Qilian Mountain [9]. Policy Environment - The report emphasizes the supportive policy environment for M&A activities, with multiple central and local government initiatives aimed at enhancing the efficiency of capital allocation and encouraging strategic restructuring among SOEs [20][21]. Industry Trends - The construction industry is transitioning towards maturity, with signs of peak growth potential. The report notes a decline in revenue and profit for listed construction companies, indicating a need for horizontal expansion or vertical integration through M&A to sustain growth [20][25]. - In 2024, the total revenue for the construction sector was approximately 86,962.78 billion yuan, reflecting a year-on-year decrease of 4.29% [20]. Investment Opportunities - The report identifies potential investment targets that are under operational pressure or facing growth constraints, particularly those that could benefit from central and local policy support [25].

Group 1 - The core viewpoint of the news highlights the positive performance of the artificial intelligence sector, with the China Securities Artificial Intelligence Industry Index showing an increase of 0.14% and several constituent stocks experiencing significant gains [1] - The artificial intelligence ETF (515980) has seen a trading volume of 72.55 million yuan and a recent average daily trading volume of 125 million yuan over the past month, indicating strong market interest [3] - The total scale of the artificial intelligence ETF has reached 3.538 billion yuan, with a total inflow of 53.59 million yuan over the last 22 trading days, suggesting robust investor confidence [3] Group 2 - The upcoming Global Artificial Intelligence Technology Conference (GAITC 2025) in Hangzhou will feature prominent figures from academia and industry, focusing on AI technology breakthroughs and industry trends [3] - The computer sector has experienced a new wave of growth driven by AI and self-controllable themes, despite facing fundamental pressures due to limited downstream spending [4] - UBS notes that international market interest in Chinese assets is increasing, particularly in new productivity sectors like artificial intelligence and high-end manufacturing, which are reshaping the narrative of the Chinese stock market [4] Group 3 - The artificial intelligence ETF is currently the only product tracking the artificial intelligence industry index, providing investors with exposure to high-growth potential companies in the sector [5] - Investors can also consider the Hua Fu Artificial Intelligence ETF linked funds to gain access to the artificial intelligence sector [5]

Group 1 - Huapei Power received a project intention letter from a domestic new energy vehicle company for a thermal management system PTC water heater, with an estimated sales amount of approximately 9 million yuan over a 5-year lifecycle starting from 2026 [1] - Antu Biotech obtained medical device registration certificates for products including "Cytomegalovirus IgM Antibody Test Kit" [1][2] - Yihong Technology adjusted the upper limit of its share repurchase price to 65.04 yuan per share, with a total repurchase amount of 6.9583 million yuan for 198,000 shares [2] Group 2 - Aihui Long received a medical device registration certificate for the Hepatitis B virus core antibody detection kit, valid until May 28, 2030 [2][3] - Quanxin Co. plans to engage in commodity futures hedging to mitigate raw material price fluctuations, with a maximum guarantee amount of 8 million yuan [3] - Jiahua Intelligent plans to lease idle assets in Dongguan for a total rental amount of approximately 6.3193 million yuan over 6 years [3] Group 3 - Qianjiang Biochemical announced the resignation of its chairman and a director, with a new chairman to be elected [4][5] - Aerospace Morning Light was suspended from participating in military procurement activities due to violations, with internal investigations underway [6] - Guang'an Aizhong intends to establish a fund with a total scale of 70.7 million yuan, focusing on distributed wind and solar power generation [7] Group 4 - Zhejiang Medicine plans to use up to 1 billion yuan of idle funds for entrusted wealth management, with a maximum investment period of 12 months [10] - Hengrui Medicine's subsidiary received approval for clinical trials of HRS9531 injection, aimed at treating type 2 diabetes patients [11] - Taiji Co. announced the purchase of 10 million yuan in wealth management products, with a minimum holding period of 6 months [12] Group 5 - Hong Kong-listed company Huichuang Pharmaceutical received approval for the clinical trial of a spray for treating primary premature ejaculation [26][27] - Haichuang Pharmaceutical's new drug application for a prostate cancer treatment was approved by the National Medical Products Administration [28] - Zhuhai Guanyu was selected as a designated supplier for low-voltage lithium batteries by SAIC Volkswagen [29] Group 6 - Huayi Technology opened a tax refund service for overseas travelers, enhancing its retail offerings [32] - Baobian Electric plans to transfer 90% of its subsidiary's shares for 137 million yuan [33] - Yiwei Communication intends to invest 100 million yuan to establish a wholly-owned subsidiary to enhance its strategic layout [34]

Group 1 - The company announced the resignation of its chairman and two directors due to retirement and work changes, with plans to complete the nomination and election of new board members promptly [1] - The chairman, Si Yuncong, has retired and will no longer hold any positions within the company, and he did not hold any company shares at the time of resignation [1] - Director Xie Qinghua resigned due to work changes and also did not hold any company shares [1] - Director Zhang Xianghong resigned due to retirement and similarly did not hold any company shares [1] Group 2 - Shenzhen Sanda Industrial Co., Ltd. has experienced significant fluctuations in net profit, reporting a loss in the first quarter of 2025, with net profits of 387 million, -158 million, 330 million, and 330 million from 2021 to 2024 [2] - In Q1 2025, the company reported revenue of 12.545 billion, a year-on-year decrease of 18.41%, and a net profit of -34.056 million, a year-on-year decrease of 299.68% [2] Group 3 - The company faced challenges in its engineering segment due to intense competition, leading to longer settlement cycles and project payment backlogs, which resulted in a decline in profit margins [5] - For 2025, the company plans to explore new markets and develop new growth areas, such as water treatment equipment and smart factory construction, to target higher-margin markets [5] Group 4 - As of May 29, the company's stock price increased by 2.42% to 19.89 CNY per share, with a market capitalization of 22.634 billion CNY, despite a cumulative decline of over 20% in the past three months [6] - The company's stock has a price-to-earnings ratio (TTM) of 81.24 and a price-to-book ratio of 3.50, with a total share capital of 1.138 billion [7]

深圳市桑达实业股份有限公司（以下简称"公司"）董事会于近日收到公司董 事长司云聪先生，董事谢庆华先生，董事张向宏先生提交的书面辞职报告。 证券代码：000032 证券简称：深桑达 A 公告编号：2025-032 深圳市桑达实业股份有限公司 关于董事长、董事辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 职位设置。 司云聪先生、谢庆华先生、张向宏先生在公司任职期间恪尽职守、勤勉尽责， 为公司发展做出了重要贡献，公司及董事会对司云聪先生、谢庆华先生、张向宏先 生在任职期间的工作表示衷心感谢！ 特此公告。 深圳市桑达实业股份有限公司 谢庆华先生因工作变动原因，提请辞去公司第九届董事会董事，董事会战略委 员会委员及提名、薪酬与考核委员会委员职务。谢庆华先生辞职后，不再担任公司 其他职务。截至本公告出具日，谢庆华先生未持有公司股票，亦不存在应履行而未 履行的承诺事项。 张向宏先生因退休原因，提请辞去公司第九届董事会董事及董事会战略委员 会委员职务。张向宏先生辞职后，不再担任公司其他职务。截至本公告出具日，张 向宏先生未持有公司股票，亦不存在应履行而未履行的承 ...

Core Insights - The company, 深桑达Ａ, has seen a stock price decline of 6.35% this week, closing at 19.9 yuan, with a total market capitalization of 22.645 billion yuan [1] - The company plans to focus on expanding its core customer base in the defense sector, state-owned enterprises, and national laboratories by 2025 [1][3] - The engineering segment is expected to experience significant revenue growth in 2024, but profit margins are anticipated to decline due to intense industry competition and project payment delays [1][3] - The company is transitioning from construction to service-oriented business, exemplified by its recent contract with China Mobile for a data center project [1][3] - The company is positioned as a leader in the "national cloud" market, with trends indicating a shift towards proprietary cloud technology and AI-driven intelligent computing [1][3] Company Developments - The company is set to release a new product aimed at facilitating cross-organizational data flow for large government and enterprise clients [2] - In the field of artificial intelligence, the company has launched three platforms to address data governance and model development challenges [2] - The company has made significant progress in vertical models for government and public security applications, with a digital grid worker capable of resolving approximately 80% of resident issues [2][3] - The company is actively involved in several pilot projects for data infrastructure in major cities, focusing on building a trusted data space [2][3] Legal and Financial Announcements - The company and its subsidiaries have been involved in 143 litigation and arbitration cases, with a total amount in dispute of approximately 696.83 million yuan [4] - The company has announced a dividend distribution plan for the 2024 fiscal year, proposing a cash dividend of 1.20 yuan per 10 shares, totaling approximately 136.56 million yuan [4]

证券代码：000032 证券简称：深桑达 A 公告编号：2025-031 深圳市桑达实业股份有限公司 2024 年度分红派息实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳市桑达实业股份有限公司（以下简称"公司""本公司"）2024 年度 利润分派方案已获 2025 年 5 月 16 日召开的公司 2024 年度股东大会审议通过。 现将相关事宜公告如下： 一、股东大会审议通过利润分配方案情况 1.公司 2024 年度股东大会审议通过的 2024 年度利润分配方案的具体内容： 公司以 2024 年 12 月 31 日公司总股本 1,137,959,234 股为基数，每 10 股派发现 金 1.20 元（含税），合计 136,555,108.08 元。公司 2024 年度不送红股、不进 行公积金转增股本。本次利润分配方案实施时，如享有利润分配权的股本总额发 生变动，则以实施利润分配方案的股权登记日的总股本为基数，按照分配比例不 变的原则，相应调整分配总额。 2.自分配方案披露至实施期间，公司股本总额未发生变化。 3.本次实施的分配方案与公司 2024 ...

证券代码：000032 证券简称：深桑达 A 公告编号：2025-030 深圳市桑达实业股份有限公司 关于累计诉讼的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、诉讼仲裁事项 （一）尚未披露的诉讼仲裁事项 自 2025 年 3 月 27 日（即上一期诉讼公告披露日）至今，深圳市桑达实业股 份有限公司（以下简称"公司"）及控股子公司发生诉讼仲裁案件共计 143 件， 涉案金额总计为人民币 696,834,455.99 元，已超过公司最近一期经审计净资产 （2024 年年报数据）的 10%。其中公司及控股子公司作为原告的案件共计 25 件， 涉案金额为人民币 296,876,948.88 元；作为被告的案件共计 114 件，涉案金额 为人民币 188,443,775.98 元；作为第三人的案件共计 4 件，涉案金额为人民币 211,513,731.13 元。 1 1 中国建筑第二 工程局有限公 司 大理华晟新能 源科技有限公 司、中国电建 集团华东勘测 设计研究院有 限公司、安徽 华晟新能源科 技股份有限公 司 中国 电子 系统 工程 第二 建设 有限 ...