Core Viewpoint - Several listed companies have terminated previously advanced PPP project collaborations this year, with Dashi Intelligent being the latest example, which aims to achieve cash flow recovery but will incur negative impacts on profits [1][2]. Group 1: Company Actions - Dashi Intelligent announced the termination of the PPP project for the construction of Hongze District People's Hospital, transferring its 69.7673% stake in Jiangsu Hongze Lake Dashi Smart Medical and Nursing Co., Ltd. for 165 million yuan, while also implementing debt restructuring [1]. - The transaction is expected to negatively impact Dashi Intelligent's current profit by approximately 309 million yuan, while increasing cash by about 213 million yuan and reducing liabilities by around 1.055 billion yuan [1][2]. - The company had initially signed a PPP contract in 2017 for a total investment of 1.571 billion yuan, with an expected investment of 330 million yuan from Dashi Intelligent [1]. Group 2: Financial Performance - After the project commenced operations in July 2023, the hospital's service revenue fell short of expectations, leading to cash flow pressures for Hongze Lake Dashi, which has reported losses for 2024 and the first five months of 2025 [2]. - The impairment assessment for Hongze Lake Dashi resulted in a reduction of 222 million yuan, with the net asset value dropping to 231 million yuan, thus lowering the value of Dashi Intelligent's equity stake to approximately 161 million yuan [2]. Group 3: Strategic Focus - Dashi Intelligent plans to adjust its operations to a healthy state from 2025 to 2027, focusing on strengthening its core capabilities and transitioning its business structure away from reliance on industry integration towards core proprietary products [3]. - The termination of the PPP project is seen as beneficial for the company's strategic development and resource integration, enhancing its ongoing operational capacity [2][3]. Group 4: Industry Trends - This year, multiple listed companies have also terminated PPP projects, such as Pubang Co., which ended a municipal greening PPP project due to the failure of the other party to fulfill payment obligations [4]. - Zhiguang Electric's subsidiary signed a termination agreement for a PPP project due to ongoing losses, aiming to ensure normal heating services and mitigate impacts on the company [4].

Audit Opinion - The audit report concludes that the financial statements of Jiangsu Hongze Lake Dashi Smart Medical and Nursing Co., Ltd. fairly reflect its financial position as of May 31, 2025, and December 31, 2024, as well as its operational results and cash flows for the periods ending May 31, 2025, and the year 2024 [1][2]. Company Overview - Jiangsu Hongze Lake Dashi Smart Medical and Nursing Co., Ltd. is registered with a capital of 471.4241 million RMB and operates in integrated health services, health management, and medical project investment and operation [2][3]. Financial Reporting Basis - The financial statements are prepared in accordance with the accounting standards issued by the Ministry of Finance, using the accrual basis of accounting and historical cost measurement, except for certain financial instruments [3][4]. Accounting Policies - The company employs various accounting policies, including the classification and measurement of financial assets and liabilities, impairment of assets, and revenue recognition based on the transfer of control of goods or services to customers [5][6][28][29]. Financial Assets and Liabilities - Financial assets are classified into categories based on the business model for managing them and their cash flow characteristics, with specific measurement bases for each category [5][6][7]. - Financial liabilities are classified as either measured at fair value with changes recognized in profit or loss or other financial liabilities measured at amortized cost [7][8]. Revenue Recognition - Revenue is recognized when the company fulfills its performance obligations in contracts with customers, either at a point in time or over time, depending on the nature of the obligation [28][29].

Meeting Information - The company plans to hold its first extraordinary general meeting of shareholders in 2025 on July 3 at 2:30 PM [1] - The meeting will allow for both on-site attendance and online voting through the Shenzhen Stock Exchange systems [1][5] - The online voting will be available from 9:15 AM to 9:25 AM, 9:30 AM to 11:30 AM, and 1:00 PM to 3:00 PM on the same day [1] Attendance Eligibility - Ordinary shareholders or their agents holding shares on the registration date are eligible to attend the meeting [2] - Company directors, supervisors, senior management, and appointed lawyers are also allowed to attend [2] Agenda Items - The main proposal for discussion is the termination of the PPP project cooperation with Hongze District People's Hospital, transfer of subsidiary equity, and debt restructuring [4] - Approval of the proposal requires more than half of the valid voting rights to agree [4] Registration and Voting Procedures - Shareholders must present identification and relevant documents for registration [2][5] - Detailed procedures for online voting are provided, including the need for identity verification [7] Proxy Voting - Shareholders can authorize representatives to vote on their behalf, with specific instructions required for each proposal [8]

Group 1: AI and Revenue Generation - The company has secured a contract worth over 20 million yuan for a digital platform project with a commercial bank, showcasing AI's contribution to revenue generation [2] - The self-developed AIoT platform integrates domestic AI large language models, supporting various smart applications in park scenarios [2] Group 2: AI Application and Data Dependency - Different AI applications have varying degrees of data dependency; energy-saving AI applications require historical data for model iteration, while others like intelligent Q&A can operate without it [2][3] - For new buildings lacking historical data, the company employs automation systems to gather initial data before gradually introducing AI training and optimization [3] Group 3: Development in Smart Building Sector - The smart building sector is still transitioning towards full autonomy, with three core systems: 1. Network communication systems, largely localized [3] 2. Video surveillance systems, achieving key technological breakthroughs [3] 3. Building control platforms, which are still reliant on foreign manufacturers [3] - The company focuses on the building control platform, having served over 3,000 large and medium-sized enterprises, including industry leaders like Alibaba and China Merchants Bank [3] Group 4: Strategic Opportunities and Future Development - The ongoing national "Xinchuang" strategy and increasing data security requirements are creating a strategic window for accelerated development in building control platforms and application systems [3] - The company aims to leverage its technological R&D, customer resources, and project delivery capabilities to transition from "key controllable" to "fully leading" in the building control sector [3]

Core Viewpoint - Dasin Intelligent has decided to terminate its PPP project cooperation with Hongze District People's Hospital after eight years due to significant operational difficulties and expected substantial losses from long-term equity investments and receivables [2][5]. Company Summary - Dasin Intelligent, an information technology company, has invested 330 million yuan in the Hongze District People's Hospital PPP project, which has a total investment of 1.571 billion yuan [3][4]. - The project began operations in July 2023 but reported losses of 2.79 million yuan in its first year and is projected to lose 6.4 million yuan in 2024 [2][4]. - The company has faced challenges in collecting receivables, primarily due to reliance on local government payments, which have become difficult to recover [5][6]. Industry Summary - The PPP model for public service projects, including hospitals, has faced significant regulatory changes in 2023, leading to the termination of many such projects [5][6]. - Over 60% of medical service listed companies reported profit declines in 2024, with nearly 40% experiencing losses, particularly among companies that ventured into hospital operations [6][7]. - The challenges faced by companies in the healthcare sector include high operational costs, regulatory price controls, and the need for specialized management teams, which many companies lack [7].

Group 1 - The core viewpoint of the news is that Shenzhen Das Intellitech Co., Ltd. is officially entering the Middle Eastern market by establishing a wholly-owned subsidiary in Saudi Arabia, marking a significant step in the company's internationalization strategy [1][2] - The company plans to invest 20 million RMB to establish "Das Intellitech Saudi Co., Ltd." which will focus on smart energy and smart space products, solutions, and technical services [1][2] - This investment aligns with China's Belt and Road Initiative, aiming to enhance the company's competitiveness and brand influence in overseas markets [2] Group 2 - The foundation for Das Intellitech's expansion into Saudi Arabia is its self-developed core technology, the AIoT intelligent IoT control platform V7, which was officially launched in March 2025 [3] - The V7 platform features a revolutionary "generative AI + real-time IoT data" dual-engine architecture, overcoming traditional system limitations and enabling proactive service through intelligent control [3] - The platform's strong compatibility (supporting over 95% of communication protocols) and low-code development capabilities significantly lower technical barriers and integration costs, facilitating rapid adaptation to the Saudi market [3] Group 3 - Das Intellitech emphasizes the power of ecosystem collaboration, having validated its "platform + partners" strategy in the domestic market [4] - The company provides open access to the AIoT V7 platform, low-code tools, and extensive data support to empower ecosystem partners in developing scenario-based applications [4] - The establishment of the Saudi subsidiary is expected to deepen localized cooperation, with a broad business scope covering smart energy, smart space, and power services [4]

本次事项尚处于筹划阶段，目前对公司本年度财务状况、经营成果的影响仅 为初步估算，最终影响数据以终止协议、股转及债务重组协议中确定的金额为准。 一、 概述 证券代码：002421 证券简称：达实智能 公告编号：2025-045 深圳达实智能股份有限公司 关于签署备忘录暨筹划终止洪泽区人民医院 PPP 项目合作 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 特别提示： 本次公司签署的《洪泽区人民医院异地工程 PPP 项目终止合作磋商备忘录》 （以下简称"备忘录"）仅为框架性的意向协议，属于意向性约定。实施本次交 易尚需各方签署正式的《洪泽区人民医院异地新建工程 PPP 项目合同终止协议》 （以下简称"终止协议"）及《股权转让及债务重组协议》（以下简称"股转及 债务重组协议"），相关正式协议能否顺利签署将会受商谈过程、尽职调查、审 计或评估结果等影响，并需经各方内部有效决策机构决议及相关监管部门批准。 故本次事项能否顺利实施尚存在不确定性。 深圳达实智能股份有限公司（以下简称"达实智能""公司"）于 2025 年 6 月 6 日召开第八届董事会第十九次会议， ...

证券代码：002421 证券简称：达实智能 公告编号：2025-044 深圳达实智能股份有限公司 关于公司及子公司开展融资租赁业务的公告 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、 融资租赁情况概述 深圳达实智能股份有限公司（以下简称"达实智能""公司"或"乙方 2"） 于 2025 年 6 月 6 日召开第八届董事会第十九次会议，审议通过了《关于公司 及子公司开展融资租赁业务的议案》，为拓宽融资渠道，优化债务结构，提高资 金使用效率，满足经营发展需求，同意达实智能与全资子公司江苏达实久信医疗 科技有限公司（以下简称"达实久信"或"乙方 1"）作为共同承租人，与全资 子公司深圳达实融资租赁有限公司（以下简称"达实租赁"或"甲方"）开展售 后回租融资租赁业务，融资金额 2000 万元。公司作为共同承租人承担连带偿还 责任，达实久信提供应收账款质押担保。 本次融资租赁事项不构成关联交易，亦不属于《上市公司重大资产重组管理 办法》中规定的重大资产重组。因公司提供融资租赁的标的物后，达实租赁将该 部分标的物对应的购买款直接划到达实久信，基于谨慎性原则，公司将 ...

1. 投资主体：深圳达实智能股份有限公司 证券代码：002421 证券简称：达实智能 公告编号：2025-043 深圳达实智能股份有限公司 关于在沙特阿拉伯投资设立全资子公司的公告 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、 对外投资概述 1. 为进一步开拓海外市场，满足公司国际化发展的战略需要，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 6 月 6 日召 开第八届董事会第十九次会议，审议通过了《关于在沙特阿拉伯投资设立全资子 公司的议案》，拟以自有资金 2000 万元人民币在沙特阿拉伯投资设立全资子公 司，子公司成立后将从事智慧能源与智慧空间产品、解决方案及技术服务业务。 2. 根据《公司章程》规定，本次对外投资事项在公司董事会决策权限内, 无需提交股东大会审议批准；本次投资不构成关联交易，也不构成《上市公司重 大资产重组管理办法》规定的重大资产重组行为。 3. 本次投资事项尚需获得商务主管部门、外汇管理部门等有权部门的备案 或审批，能否取得相关的备案或审批，以及最终取得备案或审批时间存在不确定 性。 二、 投资标 ...

证券代码：002421 证券简称：达实智能 公告编号：2025-042 深圳达实智能股份有限公司 第八届监事会第十四次会议决议公告 本公司及监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、 会议召开情况 深圳达实智能股份有限公司（以下简称"公司"）第八届监事会第十四次会 议通知于 2025 年 6 月 5 日以电子邮件的方式发送至全体监事，于 2025 年 6 月 6 日下午采取现场会议与通讯表决相结合的方式召开，现场会议召开地点为 公司会议室，会议由监事会主席李继朝先生主持，会议应参与表决监事 3 人， 实际参与表决监事 3 人，其中，李继朝以通讯方式出席会议。董事会秘书吕枫 先生列席了会议。会议的召开与表决程序符合《公司法》和《公司章程》的有关 规定。 二、 会议审议情况 特此公告。 深圳达实智能股份有限公司监事会 1. 审议通过了《洪泽区人民医院异地工程 PPP 项目终止合作磋商备忘录》。 表决情况：3 票同意，0 票反对，0 票弃权。 具体内容详见公司于 2025 年 6 月 10 日登载于《证券时报》《证券日报》 和巨潮资讯网（http://www.cn ...