Core Viewpoint - The company has signed a contract worth 122 million yuan with Hong Kong MTR Corporation and China Railway Electrification for the procurement of a comprehensive monitoring system for the Shenzhen Urban Rail Transit Line 13 Phase II project, which is expected to positively impact the company's future net profit [1] Group 1 - The contract amount for the project is 122 million yuan [1] - The project will utilize the company's self-developed AIoT intelligent IoT control platform [1] - The solution provided will be for the overall smart transportation system for both the northern and southern extensions of Shenzhen Urban Rail Transit Line 13 [1]

Core Viewpoint - The A-share market has seen a significant increase in companies forecasting mid-term losses, with 139 companies predicting losses and 152 companies expecting a decline in net profits, indicating a growing trend of financial distress among listed firms [1][2]. Group 1: Company Performance - Among the 152 companies forecasting a decline in net profits, 10 companies expect a drop exceeding 1000%, with 9 of them shifting from profit to loss [2][4]. - China National Chemical Corporation (中化国际) anticipates a mid-term loss between 807 million to 949 million yuan, a staggering decline of 6649.8% to 7805.58% compared to the previous year [4][5]. - AOC Technology (冠捷科技), a leading global display manufacturer, projects a mid-term loss of 450 million to 490 million yuan, attributing the decline to intensified competition and rising costs [5]. Group 2: Notable Companies with Declining Profits - Hangzhou Steel (杭钢股份) forecasts a mid-term net loss of approximately 111 million yuan, representing a 204.63% decline year-on-year, despite a significant stock price increase earlier in the year [6][7]. - Yuanlong Yatu (元隆雅图) expects a mid-term net loss of 5 million to 10 million yuan, a decline of 119.39% to 138.78%, transitioning from profit to loss [8]. - Zhongke Jin Cai (中科金财) anticipates a mid-term net loss of 75 million to 105 million yuan, with a year-on-year decline of 51.43% to 112% [8]. Group 3: Market Reactions - Following the announcement of poor performance forecasts, Yuanlong Yatu experienced a significant drop in stock price, hitting the daily limit down [9].

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, highlighting changes in control, major asset acquisitions, and performance forecasts for the first half of 2025. Group 1: Control Changes and Stock Suspension - Yangdian Technology is planning a change in control, leading to a stock suspension starting July 14, 2025, for up to 2 trading days [3] - Yuanli Co. is also planning to acquire control of Fujian Tongsheng New Materials Technology, resulting in a stock suspension starting July 14, 2025, for up to 10 trading days [5] - Kanghua Bio is planning a change in control, with stock suspension starting July 14, 2025, for up to 2 trading days [6] - Fuda Alloy is planning to acquire at least 51% of Guangda Electronics, which constitutes a major asset restructuring but will not change the actual controller [7] Group 2: Performance Forecasts - Limin Co. expects a net profit of 260 million to 280 million yuan for H1 2025, a year-on-year increase of 719.25% to 782.27% due to rising sales and prices [9] - Zijin Mining anticipates a net profit of approximately 23.2 billion yuan for H1 2025, a year-on-year increase of about 54% [10] - Chunqiu Electronics forecasts a net profit of 90 million to 110 million yuan for H1 2025, an increase of 236.05% to 310.72% [11] - Jinqilin expects a net profit of around 106 million yuan for H1 2025, a year-on-year increase of 222.36% [12] - Beihua Co. anticipates a net profit of 98 million to 111 million yuan for H1 2025, a year-on-year increase of 182.72% to 220.23% [14] - Guojin Securities expects a net profit of 1.092 billion to 1.137 billion yuan for H1 2025, a year-on-year increase of 140% to 150% [15] - Jiu Yuan Silver Sea forecasts a net profit of 26.49 million to 32.25 million yuan for H1 2025, a year-on-year increase of 130% to 180% [16] - Lankai Technology expects a net profit of 1.1 billion to 1.2 billion yuan for H1 2025, a year-on-year increase of 85.5% to 102.36% [17] - Changcheng Securities anticipates a net profit of 1.335 billion to 1.407 billion yuan for H1 2025, a year-on-year increase of 85% to 95% [18] - Weilan Lithium Core expects a net profit of 300 million to 360 million yuan for H1 2025, a year-on-year increase of 79.29% to 115.15% [19] - Yinlong Co. forecasts a net profit of 161 million to 181 million yuan for H1 2025, a year-on-year increase of 60% to 80% [21] - Aopumai expects a net profit of approximately 37 million yuan for H1 2025, a year-on-year increase of 53.28% [22] - Bailong Dongfang anticipates a net profit of 350 million to 410 million yuan for H1 2025, a year-on-year increase of 50.21% to 75.97% [23] - Shanghai Electric expects a net profit of 1.754 billion to 2.087 billion yuan for H1 2025, a year-on-year increase of 32.18% to 57.27% [24] - Huazhong Securities expects a net profit of 1.035 billion yuan for H1 2025, a year-on-year increase of 44.94% [25] - Bailong Chuangyuan anticipates a net profit of 171 million yuan for H1 2025, a year-on-year increase of 42.68% [26] - Chengyi Pharmaceutical expects a net profit of 107 million to 119 million yuan for H1 2025, a year-on-year increase of 40% to 55% [27] - Jinhai Biological anticipates a net profit of 127 million to 141 million yuan for H1 2025, a year-on-year increase of 40% to 55% [28] - Kanda New Materials expects a net profit of 50 million to 55 million yuan for H1 2025, turning from loss to profit [29] - China Shenhua expects a net profit of 23.6 billion to 25.6 billion yuan for H1 2025, a year-on-year decrease of 8.6% to 15.7% [30] - ST Songfa anticipates a net profit of 580 million to 700 million yuan for H1 2025, turning from loss to profit [31] - Chengxing Co. expects a net profit of 16 million to 23 million yuan for H1 2025, turning from loss to profit [33] - Ningbo Fubon anticipates a net profit of 8 million to 12 million yuan for H1 2025, turning from loss to profit [34] - ST Yundong expects a loss of 100 million to 150 million yuan for H1 2025, worsening from the previous year [35] - Kairuide expects a loss of 15 million to 22 million yuan for H1 2025, turning from profit to loss [36] Group 3: Shareholding Changes - Defu Technology's shareholders plan to reduce their holdings by up to 4.04% [38] - Jinzhen Co.'s shareholders plan to reduce their holdings by up to 3.04% [39] - Shikong Technology's shareholder plans to reduce their holdings by up to 3% [40] - Qilu Bank's shareholder plans to reduce their holdings by up to 1.1% [41] - Zhongci Electronics' shareholder plans to reduce their holdings by up to 1% [42] - Jiamei Packaging's shareholders plan to reduce their holdings by up to 1% [43] - Saike Xide's shareholder plans to reduce their holdings by up to 1% [44] - Gongda High-tech's general manager plans to reduce their holdings by up to 0.3424% [46] - Qingyuan Co.'s shareholder plans to reduce their holdings by up to 273,800 shares [47] Group 4: Major Contracts - Dashijiang expects to win a procurement project worth 122 million yuan [49] - Robotech signed significant daily operational contracts worth approximately 14.18 million USD [50]

Corporate Announcements - Yangdian Technology is planning a change in control, leading to a suspension of its stock from July 14, 2025, for up to 2 trading days [3] - Degute is planning to acquire 100% of Haowei Technology through a combination of share issuance and cash payment, with stock resuming trading on July 14, 2025 [4] - Yuanli Co. is planning to acquire control of Fujian Tongsheng New Materials Technology, resulting in a stock suspension starting July 14, 2025, for up to 10 trading days [5] - Kanghua Bio is also planning a change in control, with stock suspension from July 14, 2025, for up to 2 trading days [6] - Fuda Alloy is planning to acquire at least 51% of Guangda Electronics, which will constitute a major asset restructuring but will not change the actual controller [7] Performance Forecasts - Limin Co. expects a net profit of 260 million to 280 million yuan for the first half of 2025, a year-on-year increase of 719.25% to 782.27% [9] - Zijin Mining anticipates a net profit of approximately 23.2 billion yuan for the first half of 2025, a year-on-year increase of about 54% [10] - Chunqiu Electronics forecasts a net profit of 9 million to 11 million yuan, an increase of 236.05% to 310.72% year-on-year [12] - Jinqilin expects a net profit of approximately 106 million yuan, a year-on-year increase of 222.36% [13] - Beihua Co. anticipates a net profit of 98 million to 111 million yuan, a year-on-year increase of 182.72% to 220.23% [14] - Guojin Securities expects a net profit of 1.092 billion to 1.137 billion yuan, a year-on-year increase of 140% to 150% [15] - Jiuyuan Silver Sea forecasts a net profit of 26.49 million to 32.25 million yuan, a year-on-year increase of 130% to 180% [16] - Lankai Technology expects a net profit of 1.1 billion to 1.2 billion yuan, a year-on-year increase of 85.5% to 102.36% [17] - Changcheng Securities anticipates a net profit of 1.335 billion to 1.407 billion yuan, a year-on-year increase of 85% to 95% [18] - Weilan Lithium Core expects a net profit of 300 million to 360 million yuan, a year-on-year increase of 79.29% to 115.15% [19] - Yinlong Co. forecasts a net profit of 161 million to 181 million yuan, a year-on-year increase of 60% to 80% [20] - Aopumai expects a net profit of approximately 37 million yuan, a year-on-year increase of 53.28% [22] - Bailong Dongfang anticipates a net profit of 350 million to 410 million yuan, a year-on-year increase of 50.21% to 75.97% [23] - Shanghai Electric expects a net profit of 1.754 billion to 2.087 billion yuan, a year-on-year increase of 32.18% to 57.27% [24] - Huazheng Securities reports a net profit of 1.035 billion yuan, a year-on-year increase of 44.94% [25] - Bailong Chuangyuan expects a net profit of 171 million yuan, a year-on-year increase of 42.68% [26] - Chengyi Pharmaceutical anticipates a net profit of 107 million to 119 million yuan, a year-on-year increase of 40% to 55% [27] - Jinhai Biological expects a net profit of 127 million to 141 million yuan, a year-on-year increase of 40% to 55% [28] - Kangda New Materials forecasts a net profit of 50 million to 55 million yuan, turning from loss to profit [29] - China Shenhua expects a net profit of 23.6 billion to 25.6 billion yuan, a year-on-year decrease of 8.6% to 15.7% [30] - ST Songfa anticipates a net profit of 580 million to 700 million yuan, turning from loss to profit [31] - Chengxing Co. expects a net profit of 16 million to 23 million yuan, turning from loss to profit [32] - Bofubang anticipates a net profit of 8 million to 12 million yuan, turning from loss to profit [33] - ST Yundong expects a loss of 100 million to 150 million yuan, an increase in loss compared to the previous year [34] - Kerryde expects a loss of 15 million to 22 million yuan, turning from profit to loss [35] Shareholding Changes - Defu Technology's shareholders plan to reduce their holdings by up to 4.04% [37] - Jinzhen Co.'s shareholders plan to reduce their holdings by up to 3.04% [38] - Shikong Technology's shareholder plans to reduce their holdings by up to 3% [39] - Qilu Bank's shareholder plans to reduce their holdings by up to 1.1% [40] - Zhongci Electronics' shareholder plans to reduce their holdings by up to 1% [41] - Jiamei Packaging's shareholders plan to reduce their holdings by up to 1% [42] - Saike Xide's shareholder plans to reduce their holdings by up to 1% [43] - Gongda High-Tech's general manager plans to reduce their holdings by up to 0.3424% [44] - Qingyuan Co.'s shareholder plans to reduce their holdings by up to 273,800 shares [45] Major Contracts - Dash Intelligent has been pre-awarded a procurement project worth 122 million yuan [46] - Robotech has signed significant daily operational contracts amounting to approximately 1.418 million USD [48]

Project Overview - Shenzhen Dashi Intelligent Co., Ltd. has won a bid for the procurement project of the comprehensive monitoring system for the second phase of Shenzhen Metro Line 13, with a bid amount of 122 million yuan [1][5] - The project includes two parts: a south extension of approximately 4.1 km with 3 stations and a north extension of 19.25 km with 11 stations, including 5 transfer stations [1] Company and Counterparty Information - The counterparty, Hong Kong Railway Co., Ltd., operates the project and has a good credit standing, with no risks related to performance capability or payment ability [3] - The company has a history of transactions with the counterparty, with amounts of 10.01 million yuan, 30.03 million yuan, 35.03 million yuan, and 10.01 million yuan from 2022 to 2025, representing 2.09%, 5.75%, 6.26%, and 2.09% of the company's similar business revenue respectively [3] Impact on the Company - The project aligns with the company's vision of becoming a global leader in smart space services, utilizing its self-developed AIoT intelligent IoT control platform [3] - This project marks a continuation of the company's long-term cooperation with Hong Kong Railway, reflecting the owner's recognition of the company's comprehensive strength and service level in the rail transit field [3] Technological Integration - The project will utilize the company's AIoT platform, integrating technologies such as 5G/WIFI6, cloud computing, big data, and industrial IoT [4] - The design will focus on modularity, standardization, and service orientation, providing customized scenarios and emergency response capabilities [4] Financial Implications - The project amount of 121,600,866 yuan accounts for 3.83% of the company's audited revenue for 2024, and is expected to positively impact the company's net profit in future years [5]

证券代码：002421 证券简称：达实智能 公告编号：2025-055 深圳达实智能股份有限公司 关于智慧交通项目中标的公告 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。 深圳达实智能股份有限公司（以下简称"达实智能"或"公司"）近日收到 招标人港铁中铁电化轨道交通（深圳）有限公司及招标代理机构广东粤能工程管 理有限公司发出的《中标通知书》，中标由香港铁路有限公司运营的深圳市城市 轨道交通 13 号线二期综合监控系统采购项目，中标金额为 1.22 亿元，项目基 本情况如下： 一、 项目基本情况 1. 项目名称：深圳市城市轨道交通 13 号线二期（北延）工程、（南延） 工程 B 包综合监控系统采购项目。 2. 项目背景：深圳市城市轨道交通 13 号线全线线路跨南山区、宝安区、 光明区，连接后海、科技园、留仙洞总部基地、石岩、公明、光明等地，覆盖深 圳中部偏西地区南北向交通需求走廊。13 号线二期包括两部分，南延工程由一 期工程深圳湾口岸站站后引出，线路全长约 4.1km，共设站 3 座，北延工程起 于上屋站，止于公明北站，线路全长 19.25km，设车站 11 ...

（二）业绩预告情况：预计净利润为负值。 项目 本报告期 上年同期 亏损：6900 万元 – 9800 万元 证券代码：002421 证券简称：达实智能 公告编号：2025-053 深圳达实智能股份有限公司 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、 本期业绩预计情况 （一）业绩预告期间：2025 年 1 月 1 日—2025 年 6 月 30 日。 亏损：145.05 万元 益后的净利润 比上年同期下降：6518.41% - 8586.66% 基本每股收益 亏损：0.0325 元/股 –0.0462 元/股 盈利：0.0044 元/股 二、 与会计师事务所沟通情况 归属于上市公司 盈利：930.91 万元 股东的净利润 比上年同期下降：841.21% - 1152.73% 亏损：9600 万元 –12600 万元 扣除非经常性损 本次业绩预告相关财务数据未经过注册会计师审计。 三、 业绩变动原因说明 本报告期公司利润下降的主要原因是受下游行业的需求波动影响，公司签约 及项目进度均未达预期，导致本报告期营业收入及毛利减少。 四、 风险提示及其他相关说明 ...

证券代码：002421 证券简称：达实智能 公告编号：2025-054 深圳达实智能股份有限公司 关于终止洪泽区人民医院 PPP 项目合作、转让子公司股权及 债务重组的进展公告 深圳达实智能股份有限公司（以下简称"公司"）于 2025 年 6 月 18 日披 露了《关于终止洪泽区人民医院 PPP 项目合作、转让子公司股权及债务重组的 公告》（公告编号：2025-048），为保证 PPP 项目公司持续运营，保证当地民 生服务不受影响，拟终止该 PPP 项目合作并转让项目公司股权。该事项预计对 公司当期利润总额影响为-3.09 亿元，增加公司现金约 2.13 亿元，减少公司负 债约 10.55 亿元，解除银行担保责任约 8.17 亿元。 上述事项已经公司于 2025 年 6 月 16 日召开第八届董事会第二十次会议及 2025 年 7 月 3 日召开的 2025 年第一次临时股东大会审议通过。 截至本公告披露日，公司为江苏洪泽湖达实智慧医养有限公司（以下简称"洪 泽湖达实"）提供的担保已经银行确认办理了解保手续，金额涉及 8.17 亿元。 公司已收到洪泽湖达实偿还的借款 4788 万元。《洪泽区人民医院异地新建工 ...

深圳达实智能股份有限公司 2025 年半年度业绩预告 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、 本期业绩预计情况 （一）业绩预告期间：2025 年 1 月 1 日—2025 年 6 月 30 日。 证券代码：002421 证券简称：达实智能 公告编号：2025-053 三、 业绩变动原因说明 本报告期公司利润下降的主要原因是受下游行业的需求波动影响，公司签约 及项目进度均未达预期，导致本报告期营业收入及毛利减少。 四、 风险提示及其他相关说明 本次业绩预告是公司财务部门初步测算的结果，未经审计机构审计。具体财 务数据将在公司 2025 年半年度报告中详细披露，敬请广大投资者注意投资风险。 特此公告。 深圳达实智能股份有限公司董事会 （二）业绩预告情况：预计净利润为负值。 | 项目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：6900 万元 9800 | – | 万元 | 盈利：930.91 | 万元 | | | 比上年同期下降：8 ...

达实智能（002421）公告，预计2025年上半年净利润亏损6900万元-9800万元，上年同期盈利930.91万 元。 ...