Core Viewpoint - Jiangsu Jinzhi Technology Co., Ltd. is undergoing a significant equity change, with Jiangsu Jinzhi Group Co., Ltd. planning to transfer 64,132,389 shares, representing 16.01% of the total share capital, to investors who recognize the company's value and development prospects [6][21]. Group 1: Equity Change Details - The equity change involves a reduction in the shareholding of Jiangsu Jinzhi Group and its concerted actors, decreasing from 87,529,162 shares (21.65%) to 23,396,773 shares (5.84%) after the transfer [7][25]. - The total share capital of the company will change from 404,264,936 shares to 400,577,071 shares following the transfer [7][21]. - The shareholding structure will see Jiangsu Jinzhi Group and its concerted actors holding 23,396,773 shares, which is a decrease of 15.81% from the previous report [7][21]. Group 2: Transfer Agreement - The transfer agreement involves two parties: Jiangsu Jinzhi Group Co., Ltd. as the seller and Nanjing Zhidi Huiying Technology Partnership and Zhejiang Zhiyong Equity Investment Partnership as the buyers [9][10]. - The agreement stipulates that the shares being transferred are unrestricted circulating shares, with no pledges or freezes [20]. - The payment for the shares will occur in multiple phases, with the first payment of RMB 50 million due within five working days after certain conditions are met [11][12]. Group 3: Future Plans and Commitments - Jiangsu Jinzhi Group has committed not to reduce its shareholding in the company for 12 months following the completion of the share transfer [26]. - There are currently no plans for increasing shareholding in the next 12 months by either Jiangsu Jinzhi Group or its concerted actors [26]. - The company has confirmed that there are no outstanding debts owed to Jiangsu Jinzhi Technology by Jiangsu Jinzhi Group or its affiliates, ensuring no adverse impact on the company's operations [22].

上市公司名称：江苏金智科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：金智科技 股票代码：002090 信息披露义务人：江苏金智集团有限公司 住所/通讯地址：南京市江宁开发区将军大道 100 号 江苏金智科技股份有限公司 简式权益变动报告书 一致行动人：贺安鹰、朱华明、徐兵、丁小异、向金凎 住所/通讯地址：南京市江宁开发区将军大道 100 号 股份变动性质：持股数量减少，持股比例减少 签署日期：2025 年 7 月 25 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》、《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则 第 15 号——权益变动报告书》及相关的法律、法规编制本报告书。 二、信息披露义务人及其一致行动人签署本报告书已获得必要的授权和批准， 其履行亦不违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》的规定，本报 告书已全面披露了信息披露义务人及其一致行动人在江苏金智科技股份有限公 ...

江苏金智科技股份有限公司 详式权益变动报告书 江苏金智科技股份有限公司 详式权益变动报告书 上市公司名称：江苏金智科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：金智科技 股票代码：002090 信息披露义务人：南京智迪汇盈科技合伙企业（有限合伙） 住所：江苏省南京市栖霞区八卦洲街道鹂岛路 254 号悦福大厦 1-1112 通讯地址：浙江省杭州市西湖区西溪路浙商创投中心 B 座 204 股份变动性质：增加（协议受让） 一致行动人：浙江智勇股权投资合伙企业（有限合伙） 住所：浙江省金华市武义县熟溪街道温泉南路 100 号四楼 401 室（自主申报） 通讯地址：北京市丰台区开阳路 8 号 9 层 901 内 C903-1 股份变动性质：增加（协议受让） 签署日期：二○二五年七月 江苏金智科技股份有限公司 详式权益变动报告书 信息披露义务人及其一致行动人声明 一、本报告书系根据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公司收购报告书》及相关 ...

湘财证券股份有限公司 关于江苏金智科技股份有限公司 详式权益变动报告书 之 财务顾问核查意见 财务顾问 二〇二五年七月 湘财证券股份有限公司关于江苏金智科技股份有限公司详式权益变动报告书之财务顾问核查意见 声明 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收购 管理办法》《公开发行证券的公司信息披露内容与格式准则第15号——权益变动 报告书》《公开发行证券的公司信息披露内容与格式准则第16号——上市公司收 购报告书》及相关法律、法规的规定，湘财证券股份有限公司（以下简称"本财 务顾问"）就信息披露义务人及其一致行动人披露的《江苏金智科技股份有限公 司详式权益变动报告书》进行了核查，并出具本财务顾问核查意见。 本财务顾问是按照行业公认的业务标准、道德规范和诚实信用、勤勉尽责的 精神，本着独立、客观、公正的原则，在认真审阅相关资料和充分了解本次权益 变动的基础上，发表财务顾问意见，旨在就本次权益变动作出独立、客观和公正 的评价，以供广大投资者及有关各方参考。本财务顾问特作如下声明： （一）本财务顾问核查意见所依据的文件、材料由信息披露义务人及其一致 行动人提供。有关资料提供方已对本财务顾问出具承 ...

特别提示： 证券代码：002090 证券简称：金智科技 公告编号：2025-029 江苏金智科技股份有限公司 关于披露权益变动报告书的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 证券代码：002090 证券简称：金智科技 公告编号：2025-029 本次权益变动前，金智集团及其法定一致行动人贺安鹰、朱华明、徐兵、丁小 异、向金凎于2022年11月30日最近一次公开披露《简式权益变动报告书》时，合计 拥有公司股份8,752.9162万股，占公司总股本的21.65%；本次权益变动后，金智集 团及其一致行动人合计持有公司股份2,339.6773万股，占公司总股本的5.84%。 1、本次权益变动方式涉及股份协议转让，不触及要约收购，亦不构成关联交易。 2、本次权益变动完成后，将导致公司控股股东、实际控制人发生变更。 3、本次权益变动所涉股份协议转让尚需取得深圳证券交易所的合规性确认意见， 并在中国证券登记结算公司深圳分公司办理股份过户登记手续，该事项能否最终实 施完成及实施结果尚存在不确定性，敬请投资者注意投资风险。 江苏金智科技股份有限公司（以下简称 ...

Core Viewpoint - Jiangsu Jinzhi Technology Co., Ltd. is undergoing a change of control for the second time since its listing, with the controlling shareholder Jiangsu Jinzhi Group planning to transfer 16.01% of its shares to Nanjing Zhidi and Zhejiang Zhiyong for approximately 705 million yuan [1][2][3] Group 1: Share Transfer Details - Jiangsu Jinzhi Group signed a share transfer agreement on July 22, 2025, to transfer a total of 64.13 million shares, representing 16.01% of the company's total share capital [1] - The total transfer price is approximately 705 million yuan, with the new controlling shareholders being Nanjing Zhidi and Zhejiang Zhiyong [1][4] - After the transfer, the board of directors will be restructured, with Nanjing Zhidi and Zhejiang Zhiyong having significant representation [4] Group 2: Historical Context - The company has previously attempted a change of control in June 2020, which ultimately did not materialize due to the restructuring of the intended new controlling shareholder, Qilu Transportation [2][3] - The company has evolved its business focus from power automation and IT services to smart energy and smart city solutions [2] Group 3: Financial Performance - For the year 2024, the company reported total revenue of 1.773 billion yuan, a year-on-year increase of 9.70%, and a net profit of 72.27 million yuan, up 19.46% [5] - In the first quarter of 2025, the company experienced a decline in revenue to 311 million yuan, down 22.56%, and a net profit of 15.30 million yuan, down 19.81% [5] Group 4: Market Implications - The new shareholders, Nanjing Zhidi and Zhejiang Zhiyong, were established shortly before the acquisition, indicating a potential strategic move to leverage Jinzhi Technology's platform for rapid capital appreciation [5] - The acquisition structure suggests that these entities may be special purpose vehicles (SPVs) created specifically for this transaction, which is a common practice in private equity and industry investment [5]

Core Viewpoint - Jinzhiketech is undergoing a significant change in its controlling shareholder, transitioning from Jiangsu Jinzhigroup to Nanjing Zhidi and Zhejiang Zhiyong, marking the end of its "ownerless" status [1][2]. Shareholder Changes - Jiangsu Jinzhigroup plans to transfer a total of 16.01% of its shares in Jinzhiketech, with Nanjing Zhidi acquiring 9.08% and Zhejiang Zhiyong acquiring 6.93% [1][2]. - After the transfer, Jinzhigroup's shareholding will decrease to 5.84%, and Nanjing Zhidi will become the new controlling shareholder [1][2]. Financial Details - The share price for the transaction is set at 11 yuan per share, totaling approximately 705 million yuan [2]. - Jinzhigroup has committed to ensuring the stability of the current management and maintaining sufficient operational funds of no less than 300 million yuan [2]. Company Performance - Jinzhiketech reported a revenue of 1.773 billion yuan in 2024, a year-on-year increase of 9.7%, and a net profit of 72.27 million yuan, up 19.46% [3]. - In Q1 2025, the company experienced a revenue decline of 22.56% to 311 million yuan, attributed to the transfer of Beijing Yipu's 51% stake and a decrease in revenue from the smart city business [3]. - As of March 2025, accounts receivable decreased by 14% to 678 million yuan compared to the end of 2024, indicating improved cash collection efforts [3].

Core Viewpoint - Jinzhitech (002090.SZ) has resumed trading and experienced a significant drop, reaching a limit down of 10.03% at 9.96 yuan per share following the announcement of a change in control due to a share transfer agreement [1][2]. Group 1: Share Transfer Agreement - The controlling shareholder, Jiangsu Jinzhigroup Co., Ltd. (Jinzhigroup), signed a share transfer agreement with Nanjing Zhidi and Zhejiang Zhiyong, transferring 64,132,389 shares, which represents 16.01% of the total share capital [2][3]. - The share transfer includes 36,372,398 shares (9.08%) to Nanjing Zhidi and 27,759,991 shares (6.93%) to Zhejiang Zhiyong, with a total transaction value of 705,456,279 yuan, translating to a per-share price of 11 yuan [3][4]. Group 2: Change in Control - After the completion of the share transfer, Jinzhigroup will no longer be the controlling shareholder, and Nanjing Zhidi will assume this role, with Zhao Dan and Xiao Ming becoming the actual controllers of the company [3][5]. - Nanjing Zhidi and Zhejiang Zhiyong have signed a concerted action agreement, ensuring they act in unison as shareholders of Jinzhitech [6]. Group 3: Financial Performance - For Q1 2025, Jinzhitech reported a revenue of 311.46 million yuan, a decrease of 22.56% year-on-year, and a net profit attributable to shareholders of 15.30 million yuan, down 19.81% [7][8]. - The net cash flow from operating activities was -49.92 million yuan, showing a significant improvement of 73.84% compared to the previous year's -190.81 million yuan [8].

Core Viewpoint - The recent share transfer in Jinzhikeji marks a significant change in control, with new stakeholders expected to drive growth in the company, particularly in the context of the "dual carbon" goals [1][2]. Group 1: Share Transfer Details - Jinzhikeji's controlling shareholder, Jiangsu Jinzhigroup, signed a share transfer agreement to sell a total of 16.01% of its shares for 705 million yuan, with Nanjing Zhidi acquiring 9.08% and Zhejiang Zhiyong acquiring 6.93% [2][3]. - The share transfer price is set at 11 yuan per share, with payments structured in four installments totaling 705 million yuan [2][3]. Group 2: New Control and Management - Following the share transfer, Jinzhigroup's voting rights will decrease from 21.85% to 5.84%, transitioning Jinzhikeji from a state of no actual controller to having Zhao Dan and Xiao Ming as the new actual controllers [3][4]. - Zhao Dan and Xiao Ming are experienced professionals in the renewable energy and electronic materials sectors, respectively, and their leadership is expected to complement Jinzhikeji's existing business [4][5]. Group 3: Business and Industry Context - Jinzhikeji, established in 1995 and listed in 2006, focuses on smart energy and smart city sectors, providing solutions in renewable energy and low-carbon initiatives [4][5]. - Zhao Dan has a strong background in the solar energy industry, having founded Jiangxi Ruijing Solar Technology and achieved significant technological advancements [5][6]. - Xiao Ming's company, Ganzhou Yanchuang Electronic Technology, has made strides in domestic production of dielectric ceramic materials, which aligns with Jinzhikeji's needs in electronic materials for smart energy solutions [6].

Group 1: Market Overview - Investors are awaiting earnings reports from major tech companies like Google and Tesla, while digesting tariff-related news, leading to a decline in semiconductor and AI sectors, which ended the Nasdaq's seven-day rally [1] - The S&P 500 index rose by 0.06%, and the Dow Jones increased by 0.40%, while the Nasdaq fell by 0.39% [2] - Nvidia dropped over 2.5%, while Google A shares rose by 0.65%, marking the longest consecutive rise since the end of 2010 [2] Group 2: Commodity and Currency Movements - U.S. Treasury yields fell across the board, with the 10-year yield dropping nearly 3 basis points [3] - The U.S. dollar experienced a three-day decline, decreasing by nearly 0.5% [3] - Gold prices surged over 1%, reaching $3,400, marking a one-month high [4] Group 3: Sector Developments - The global first Tesla restaurant opened, featuring "Cybertruck" and humanoid robots for food delivery, with some customers waiting 13 hours [6] - The UK approved a £38 billion project for the Sizewell C nuclear power station [7] - OpenAI announced a partnership with Oracle to expand a 4.5 GW data center, accelerating AI infrastructure [8] Group 4: Investment Trends - The State-owned Assets Supervision and Administration Commission emphasized the role of state-owned enterprises in supporting high-quality development in Tibet, focusing on infrastructure investment [11] - A report indicated that the lithium carbonate futures rose over 2.7%, with a 13% increase over the past seven trading days, driven by regulatory actions in lithium resource production [15] - The Hainan Free Trade Port is expected to release positive policy signals regarding its construction and operation, which could significantly boost the regional economy [16] Group 5: Aging Population and Healthcare - The National Health Commission released a plan to promote integrated medical and elderly care services, responding to the growing demand for elderly health services [17] - The elderly population in China is projected to exceed 300 million by 2025, with the market size for elderly care expected to grow to ¥16.1 trillion, reflecting a growth rate of over 15% [17]