证券代码：002421 证券简称：达实智能 公告编号：2025-094 深圳达实智能股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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。 1. 投资风险分析 尽管公司拟使用闲置募集资金投资的品种为安全性高、流动性好的保本型产 品，投资品种需满足保本及投资产品不得进行质押的要求，具有投资风险低、本 金安全度高的特点，但金融市场受宏观经济的影响较大，该项投资存在受市场波 动影响导致投资收益未达预期的风险，以及因发行主体原因导致本金受损的风险。 公司将根据经济形势以及金融市场的变化适时适量介入，但不排除该项投资受到 市场波动的影响，而导致实际收益不及预期的风险。 2. 公司针对投资风险采取的风险控制措施 深圳达实智能股份有限公司（以下简称"达实智能"或"公司"）于 2025 年 8 月 13 日召开了第八届董事会第二十一次会议，审议通过了《关于使用部分 闲置募集资金进行现金管理的议案》，为提高资金使用效率，增加存储收益，保 护投资者的权益，在确保不影响募集资金投资项目建设、不变相改变募集资金使 用用途、不影响公 ...

Group 1 - The board of directors of the company approved the use of up to 50 million yuan of idle raised funds for cash management, with a validity period of 12 months [1] - Recently, the company utilized 30 million yuan of idle raised funds to purchase a structured deposit product from China Construction Bank, with a term of 58 days and an expected annual yield of 0.65% - 1.82%, which is a principal-protected floating income type [1] - The company has no related party relationship with the trustee of the investment product, and although the investment product carries low risk, there are still market fluctuations that could affect expected returns and principal [1] Group 2 - The company will implement multiple risk control measures to mitigate potential risks associated with the investment [1] - Additionally, the company disclosed the situation regarding the purchase of cash management products with idle raised funds over the past 12 months [1]

Group 1 - Dashi Intelligent signed a contract worth 23.86 million yuan for the Xiaomi Wuhan Phase II smart project, providing a comprehensive smart space solution [1] - ST Tian Sheng's subsidiary passed the consistency evaluation for sodium bicarbonate injection, used for treating metabolic acidosis and certain drug poisonings [1] - Yongyue Technology's actual controller Chen Xiang was released on bail due to allegations of information disclosure violations, while the company's operations remain normal [2] Group 2 - Jushen Co. experienced a stock price fluctuation with a cumulative increase of over 20% over three trading days, while also planning to reduce repurchased shares [2][3] - Shanghai Airport reported a 6.9% year-on-year increase in passenger throughput at Pudong International Airport, totaling 7.9471 million passengers in August [3][4] - Jianlong Micro-Nano announced plans for shareholders to reduce up to 3% of company shares due to fund expiration and exit arrangements [5][6] Group 3 - Yunyong Technology's shareholders plan to reduce up to 2.99% of company shares due to personal funding needs [6] - Zitian Tui's stock entered a delisting arrangement period, expected to last 15 trading days [7] - Pruis's shareholders plan to reduce up to 3% of company shares for personal funding needs [9] Group 4 - Dayilong's shareholders plan to reduce up to 3% of company shares for personal financial arrangements [10] - Yihua New Materials' shareholders plan to reduce up to 1% of company shares for personal funding needs [12] - Huibo Yuntong's controlling shareholder's affiliates plan to acquire a controlling stake in Baode Computer [13] Group 5 - Wanda Information's shareholders plan to reduce up to 3% of company shares for operational needs [14] - Jiafa Education's shareholders plan to reduce up to 3% of company shares for personal funding needs [15] - Guangkang Biochemical's shareholders plan to reduce up to 1.8% of company shares for personal funding needs [16] Group 6 - Yingxin Development's shareholders plan to reduce up to 0.67% of company shares due to bankruptcy asset disposal [18] - Weiye Co.'s shareholders plan to reduce a total of up to 2% of company shares [19] - Kelin Electric plans to raise up to 1.5 billion yuan through a private placement to supplement working capital [20]

Group 1 - The company, Dasan Intelligent, has signed a contract worth 23.869 million RMB with Mi Space Wuhan Information Technology Co., Ltd. for the Xiaomi Wuhan Phase II smart project, marking a significant achievement in the smart space service sector and strengthening its market position in Central China [2][3] - The Xiaomi Wuhan Technology Park project covers an area of 143,000 square meters and includes various facilities such as office buildings, apartments, and data centers, aimed at creating a large R&D center focused on smart manufacturing and digital economy [2][4] - Dasan Intelligent will leverage its extensive experience in IoT and AI-based smart space solutions to provide a comprehensive suite of systems for the project, including information release systems, video surveillance, access control, and energy management [2][3] Group 2 - The company aims to become a global leader in smart space services, with a vision of "Smart Million Spaces, Warm Billion Users," and has implemented smart building solutions across 30 provincial-level administrative regions and over 3,000 projects in China [3] - The national government emphasizes the importance of digital platforms for enterprise parks, viewing them as crucial for industrial transformation and high-quality economic development, which aligns with Dasan Intelligent's strategic focus [4] - Although the contract amount represents only 0.75% of Dasan Intelligent's audited revenue for 2024, it is expected to positively impact the company's market share in the enterprise park sector and reflects its commitment to supporting digital transformation through innovative technologies [4]

Economic and Policy Updates - The US and China began discussions in Madrid on September 14, focusing on unilateral tariffs, export controls, and issues related to TikTok [2] - The State Council Information Office will hold a press conference on September 15 to discuss the national economic performance for August [2] - The People's Bank of China reported that from January to August, RMB loans increased by 13.46 trillion yuan, and the social financing scale increased by 26.56 trillion yuan [2] - The Ministry of Commerce announced an anti-dumping investigation into imported simulation chips from the US and initiated an anti-discrimination investigation regarding US measures in the integrated circuit sector [2] Automotive Industry Insights - The Ministry of Industry and Information Technology and other departments issued a work plan for stabilizing growth in the automotive industry for 2025-2026, aiming for annual vehicle sales of approximately 32.3 million units in 2025, a year-on-year increase of about 3%, with new energy vehicle sales targeted at around 15.5 million units, a year-on-year increase of about 20% [3] Company News - Huibo Yuntong announced a share transfer agreement to acquire a total of 32.0875% of Baode Technology at a price of 6.7365 yuan per share, totaling 1.444 billion yuan [6] - Jushen Co. reported abnormal stock trading fluctuations, with a cumulative price deviation exceeding 20% over three consecutive trading days [6] - Dashi Intelligent signed a project contract with Mi Space for a smart project in Wuhan, valued at 23.869 million yuan, representing 0.75% of the company's audited revenue for 2024 [7] - Kelin Electric plans to raise no more than 1.5 billion yuan through a private placement to supplement working capital [8] - Wanda Information announced that a shareholder plans to reduce its stake by up to 4.329 million shares, accounting for 3% of the total share capital [8] - Yongyue Technology reported that its actual controller is under bail pending trial due to an investigation related to information disclosure [8] Market Analysis - CITIC Securities indicated that the current market trend is largely related to overseas expansion, suggesting a focus on resource allocation, new production capabilities, and international markets [10]

Group 1 - China's contribution to the global open-source AI ecosystem reaches 18.7%, ranking second after the US at 37.4%, with both countries accounting for over 55% of the total contributions [1] - The report highlights the dominance of China and the US in the AI open-source field, which may boost investor confidence in domestic AI companies and attract capital inflow [1] - The open-source ecosystem is becoming a core aspect of technological competition, but it also poses risks such as technological blockades and collaboration barriers [1] Group 2 - Reports indicate that Nvidia is gradually scaling back its cloud computing business, particularly its DGX Cloud service, focusing instead on internal use [2] - This move reflects the intense competition in the cloud computing market and suggests Nvidia is refocusing on its core strengths in AI chip design and software ecosystem rather than competing directly in cloud services [2] - For investors, this could be a positive signal indicating the company's concentration on higher-margin hardware business, while prompting the industry to rethink the competitive landscape of AI infrastructure [2] Group 3 - Dasin Intelligent signed a contract worth 23.869 million yuan for the Xiaomi Wuhan Phase II smart project, which represents 0.75% of the company's audited revenue for 2024 [3] - Although the contract amount is relatively small, it may positively influence investor sentiment and enhance brand premium for Dasin Intelligent [3] - The trend in the industry shows that smart manufacturing and IoT applications are becoming key drivers for the upgrade of building intelligence, with such projects likely to help the company secure more similar orders [3]

Group 1 - China's contribution to the global open-source ecosystem for large models has reached 18.7%, ranking second after the US at 37.4%, with both countries accounting for over 55% of the total contributions [1] - The report highlights the dominance of China and the US in the AI open-source field, which may boost investor confidence in domestic AI companies and attract capital inflow [1] - The trend indicates that the open-source ecosystem is becoming a core aspect of technological competition, while also posing risks such as technological blockades and collaboration barriers [1] Group 2 - NVIDIA is reportedly scaling back its cloud computing business, specifically reducing efforts to attract enterprises to its DGX Cloud service [2] - This move reflects the intense competition in the cloud computing market and indicates NVIDIA's refocus on its core strengths in AI chip design and software ecosystem rather than direct cloud service competition [2] - For investors, this could be a positive signal as it suggests the company is concentrating on higher-margin hardware business, while the industry may need to reassess the competitive landscape of AI infrastructure [2] Group 3 - Dasin Intelligent has signed a contract worth 23.869 million yuan for the Xiaomi Wuhan Phase II smart project, which represents 0.75% of the company's audited revenue for 2024 [3] - Although the contract amount is relatively small, it is expected to positively influence investor sentiment and may lead to brand premium for the company [3] - The trend in the industry shows that smart manufacturing and IoT applications are becoming key drivers for the intelligent upgrade of buildings, with such projects likely to help the company secure more similar orders [3]

Core Viewpoint - The company, Dasan Intelligent, has signed an agreement with Xiaomi's subsidiary, Mi Space Wuhan Information Technology Co., Ltd., to undertake the smart project for Xiaomi's Wuhan Phase II, with a contract value of 23.869 million yuan, accounting for 0.75% of the audited revenue for 2024 [2] Group 1: Project Details - The Xiaomi Wuhan Technology Park covers an area of 143,000 square meters, including 9 office buildings and 3 apartment buildings, designed for various functions such as R&D, production, and manufacturing of Xiaomi smart hardware products [2] - The smart project includes a comprehensive solution with multiple subsystems such as information release systems, meeting room reservation systems, video surveillance systems, access control systems, intrusion alarm systems, smart locks, visitor management systems, and parking management systems, with a contract duration of 222 calendar days [2] Group 2: Market Position and Performance - Dasan Intelligent aims to establish a benchmark for smart space services in enterprise parks in Wuhan, which will positively impact its market share in this sector, although it will not significantly affect profits [2] - The company has previously collaborated with Xiaomi, having announced the undertaking of Xiaomi's Shenzhen International Headquarters smart project in May 2024, with a contract value of 10.82 million yuan [2] - Dasan Intelligent has positioned itself as a smart space service provider, leveraging its self-developed AIoT smart IoT management platform across various sectors, including enterprise parks, hospitals, and data centers, serving over 3,000 projects nationwide [3] Group 3: Financial Performance and Expansion - The company's performance in the first half of the year was under pressure due to fluctuations in downstream industry demand and delays in the implementation of signed projects [3] - Dasan Intelligent's overseas business has begun to expand, with overseas revenue exceeding 1 million yuan for the first time, primarily in Southeast Asia and the Middle East [3] - The company has established a wholly-owned subsidiary in Malaysia and is preparing to set up another in Saudi Arabia, with three main strategies for overseas market expansion: following Chinese enterprises abroad, establishing local subsidiaries, and collaborating with ecosystem partners [3]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets released important announcements on September 14, providing insights for investors [3] Major Events - Yushen Co., Ltd. experienced abnormal stock fluctuations, with a cumulative price increase of over 20% in three consecutive trading days. The company plans to reduce its repurchased shares by up to 1% of its total share capital, consistent with its previously disclosed reduction plan [4][5] - Huibo Yuntong announced that its controlling shareholder, Shenhui Jinwu, intends to acquire 22.0875% of Baode Computing's shares, gaining control of the company. The total transaction price is approximately 1.444 billion yuan, with the acquisition expected to optimize Baode's equity structure and governance [5][6] - ST Zitian's stock will resume trading on September 15 and enter a delisting arrangement period of 15 trading days, with the last trading date expected to be October 13 [7] - Yongyue Technology's actual controller, Chen Xiang, has been released on bail due to an investigation related to the disclosure of important information. The company's operations remain normal [8] - ST Tiansheng's sodium bicarbonate injection has passed the consistency evaluation for generic drugs, indicating its clinical applicability for treating metabolic acidosis [9] Shareholding Changes - Jifa Education's shareholder, Deyuan Tai, plans to reduce its stake by up to 3%, equating to 11.9854 million shares [10] - Dayilong's shareholder intends to reduce its stake by up to 3%, amounting to 5.9708 million shares [11] - Pruis's shareholder, Guanyu Zhao Tai, plans to reduce its stake by up to 3%, totaling 2.3701 million shares [13] - Wanda Information's shareholder, Hexie Health, plans to reduce its stake by up to 3%, equating to 43.2189 million shares [14] - Jianlong Micro-Nano's shareholders plan to reduce their combined stake by up to 3%, totaling 3.0018 million shares [15] - Yunrong Technology's shareholder plans to reduce its stake by up to 2.99%, amounting to 1.8 million shares [16] - Guokang Biochemical's shareholders plan to reduce their stake by up to 1.7973%, totaling 1.33 million shares [17] - Yihua New Materials' shareholder plans to reduce its stake by up to 1%, equating to 1.655 million shares [18] - Yingxin Development's shareholder plans to reduce its stake by 0.67%, amounting to 3.9388 million shares [19] Performance Insights - Shanghai Airport reported an increase in passenger throughput for August, with Pudong International Airport reaching 7.9471 million passengers (up 6.9% year-on-year) and Hongqiao International Airport reaching 4.4515 million passengers (up 2.18% year-on-year) [20][21] Major Contracts - Dashi Intelligent signed a contract worth 23.869 million yuan for the Xiaomi Wuhan Phase II smart project, representing 0.75% of the company's audited revenue for 2024 [22]

Key Points - The article summarizes important announcements from various companies for investor reference [1] Group 1: Stock Performance and Trading - Jushen Co., Ltd. (炬申股份) experienced a stock price fluctuation with a cumulative increase of over 20% from September 10 to September 12, 2025, and is consistent with its previously disclosed share reduction plan [3] - ST Zitian (*ST紫天) will resume trading on September 15, 2025, and enter a delisting arrangement period lasting 15 trading days, with the last trading date expected to be October 13, 2025 [5] Group 2: Mergers and Acquisitions - Huibo Yuntong (慧博云通) announced that its controlling shareholder plans to acquire a total of 32.0875% of Baode Computing's shares for a total transaction price of 1.444 billion yuan, which will grant control over Baode Computing [4] Group 3: Shareholder Actions - Jifa Education (佳发教育) announced that its shareholder, De Yuan Tai, plans to reduce its stake by up to 3%, equating to 11.9854 million shares [9] - Da Yi Long (达意隆) disclosed that its shareholder, Shenzhen Lefeng Investment Management Co., Ltd., intends to reduce its stake by up to 3%, or 5.9708 million shares [10] - Multiple companies, including Pruis (普蕊斯), Wanda Information (万达信息), and Jianlong Micro-Nano (建龙微纳), reported plans for shareholders to reduce their stakes by up to 3% [11][13][14] Group 4: Operational Updates - Yongyue Technology (永悦科技) announced that its actual controller, Chen Xiang, has been released on bail pending trial due to an investigation related to information disclosure [6] - ST Tiansheng (ST天圣) received approval for its sodium bicarbonate injection to pass the consistency evaluation for generic drugs, which is used in clinical treatments [7] Group 5: Performance Metrics - Shanghai Airport (上海机场) reported that in August 2025, Pudong International Airport had a passenger throughput of 7.9471 million, a year-on-year increase of 6.9%, while Hongqiao International Airport had 4.4515 million, a 2.18% increase [20] Group 6: Contract Awards - Dashi Intelligent (达实智能) signed a contract worth 23.869 million yuan for the Xiaomi Wuhan Phase II intelligent project, which represents 0.75% of the company's audited revenue for 2024 [22]