深圳达实智能股份有限公司 关于公司董事及高级管理人员提前终止减持计划的公告 证券代码：002421 证券简称：达实智能 公告编号：2025-038 公司董事/高级管理人员程朋胜先生、吕枫先生、苏俊锋先生、黄天朗先生保证向本公 司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。本公司及董 事会全体成员保证公告内容与信息披露义务人提供的信息一致。 1. 本次减持计划提前终止未违反《公司法》《证券法》《深圳证券交易所 股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市 公司规范运作》《上市公司董事、监事和高级管理人员所持本公司股份及其变动 管理规则》等有关规定。 2. 本次减持股份事项已按照相关规定进行了预先披露。截至本公告披露日， 上述人员严格遵守预披露的减持计划，减持情况与此前预披露的上述减持计划一 致，不存在违反相关承诺等违规的情形。 3. 本次提前终止减持计划不会影响公司的治理结构和持续经营，亦不会导 致公司控制权发生变更。 三、 备查文件 深圳达实智能股份有限公司（以下简称"公司"）于 2025 年 2 月 19 日披 露了《关于公司部分董事及高级管理人员减持股份 ...

证券代码：002421 证券简称：达实智能 公告编号：2025-037 深圳达实智能股份有限公司 2024 年年度权益分派实施公告 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。 深圳达实智能股份有限公司（以下简称"公司"）2024 年年度权益分派方 案已获 2025 年 5 月 13 日召开的 2024 年度股东大会审议通过，现将权益分派 事宜公告如下： 一、 股东大会审议通过权益分派方案的情况 1. 公司 2024 年度股东大会审议通过的权益分派方案为：拟以股权登记日 的总股本为基数，向全体股东每 10 股派 0.05 元人民币现金（含税），本年度 不转增，不送红股，剩余未分配利润结转以后年度进行分配。利润分配方案公告 后至实施前股本发生变动的，将按照每股分配比例不变的原则对分配总金额进行 调整。 2. 自本分派方案披露至实施期间，公司股本总额未发生变化。以公司现有 总股本 2,120,581,639 股为基数，则共计派发现金 10,602,908.2 元。 3. 本次实施的权益分派方案与 2024 年度股东大会审议的权益分派方案一 致。 4. 本次实施的 ...

Core Viewpoint - The company DaShi Intelligent (002421) announced that its directors and senior management personnel plan to reduce their holdings by a maximum of 7.5431 million shares, accounting for 0.36% of the total share capital, but decided to terminate the reduction plan early due to market conditions [1] Summary by Relevant Sections - **Reduction Plan Details** - The planned reduction was set to occur within three months after the announcement date of February 19, 2025, through centralized bidding or block trading [1] - As of May 23, 2025, none of the four individuals had reduced their holdings in the company [1]

Group 1: Impact of DeepSeek on Smart Space Industry - The emergence of DeepSeek has transformed the smart space industry by enabling local deployment of AI language models, addressing data security and privacy concerns for large enterprises and government clients [2] - Prior to DeepSeek, the company had already integrated discriminative AI capabilities into its AIoT platform for fault prediction and energy anomaly detection [2] - DeepSeek's integration allows for enhanced AI applications in smart spaces, including intelligent Q&A, data analysis, and natural language command understanding [3] Group 2: Client Investment in AI Applications - Corporate clients, particularly in enterprise parks, exhibit strong willingness to invest in AI applications for smart spaces [3] - In March 2025, the company launched the V7 version of its AIoT platform, securing an order exceeding 20 million CNY from a well-known domestic commercial bank [3] - Key clients span across finance, technology, and high-end manufacturing sectors, including major firms like CICC, GF Securities, Xiaomi, and CATL [3] Group 3: Benefits of AI Integration - The integration of AI language models with real-time data from the AIoT platform aids clients in achieving cost reduction, efficiency improvement, and enhanced user experience [3] - The AI capabilities help clients in energy conservation, property management optimization, and overall smart park enhancement [3] - The company is positioned to drive the large-scale implementation of AI solutions in enterprise park scenarios due to its strong client base and evolving AI capabilities [3]

Group 1: Market Position and Competitive Landscape - The Chinese smart industry is characterized by a "large market, small companies" structure, with DaShi Intelligent's annual revenue exceeding 3 billion RMB, positioning it among the leading firms in the sector [2] - Global leaders like Johnson Controls and Azbil have revenues of approximately 160.8 billion RMB and 14.5 billion RMB respectively, highlighting the competitive landscape [2] - DaShi Intelligent is transitioning from an "integrator" to a "smart space service provider based on AIoT platform," enhancing its sustainable competitive advantage [2] Group 2: AIoT Platform Development - Since 2012, DaShi Intelligent has focused on the research and application of AIoT platforms, achieving industry-leading advantages [2] - The AIoT platform has integrated deeply with AI large language models, enhancing decision-making and operational efficiency [2] Group 3: Carbon Neutrality Achievements - DaShi Building is the first carbon-neutral building in Shenzhen, achieving this status continuously from 2021 to 2024 [3] - The building's carbon neutrality is driven by three core initiatives: AI technology for energy savings, voluntary emission reductions, and innovative carbon reduction methodologies [3] - The annual electricity consumption per unit area of DaShi Building is below 90 kWh/m², significantly better than the industry average of approximately 120 kWh/m² [3] - From August 2022 to August 2024, the efficient cooling room methodology led to a carbon reduction of 1,008 tons, which has been verified and listed on the Shenzhen Emission Trading Exchange [3] Group 4: Future Directions - DaShi Intelligent plans to continue upgrading its energy-saving technologies based on "AI + IoT" to provide solutions for various sectors, including enterprise parks, hospitals, urban rail transit, and data centers [3]

Key Points - Vanke A has signed a supplementary agreement with Shenzhen Metro Group for a loan of up to 4.2 billion yuan, with a pledge of up to 6 billion yuan in shares of its subsidiary, Wanwu Cloud [3] - Heng Rui Pharmaceutical has set the final price for its H-share issuance at 44.05 HKD per share, with plans to list on the Hong Kong Stock Exchange on May 23, 2025 [4] - Wan Dong Medical has elected Ma Chibing as the new chairman after Hu Ziqiang resigned from the position [5] - Tianqi Mould has confirmed that there are no undisclosed significant matters amid ongoing major asset restructuring [6] - Zhejiang Rongtai plans to invest 20 million yuan to establish a wholly-owned subsidiary focused on intelligent robotics [7] - ST Mingcheng intends to publicly transfer 45% of its subsidiary, Time Media, which will no longer be included in the consolidated financial statements [8] - Shanghai Xiba plans to purchase patent assets for 2 million yuan and 500,000 yuan, and establish subsidiaries to promote the commercialization of new technologies [9] - Jushen Co. has received a total of 95.7 million yuan in dividends from its six wholly-owned subsidiaries [10] - ST Asia Pacific has confirmed no undisclosed significant matters or ongoing major plans [11] - Tianrong Tianyu's controlling shareholder's agreement will not be renewed after its expiration [12] - Wangzi New Materials has stated that its energy storage capacitor business is minimal and will not significantly impact its performance [13] - Nanjing Port has clarified that its foreign trade container business does not have direct routes to the U.S. [14] - Jinlongyu has indicated that its solid-state battery business has not yet formed stable long-term revenue [15] - Tianzhihang's subsidiary plans to raise capital by introducing investors [16] - State Grid Information plans to acquire 100% of Yili Technology for 1.853 billion yuan, enhancing its revenue and profit [17] - ST Nongsang will remove its delisting risk warning starting May 23 [18] - Yipin Hong has stated that its innovative drug AR882 has not yet been launched and will not significantly impact recent performance [19] - Huanrui Century has announced a performance compensation plan requiring original shareholders to compensate 116 million shares [20] - Huaren Health plans to acquire stakes in three pharmaceutical chain companies for a total of 3.282 billion yuan [21][22] - Hongming Co. is planning to acquire 83% of Shenzhen Chisu for 1.51 billion yuan [23] - Aishida intends to acquire an additional 7% stake in its subsidiary Qianjiang Robot for 13.09 million yuan [24] - Dasheng Intelligent has signed a contract worth 11.5 million yuan for a high-efficiency machine room project [25] - Jinggu Co. has received a notice to supply wheels for a major global automaker, with expected sales of approximately 158 million USD over ten years [26] - Pingzhi Information has signed a framework agreement with China Mobile for antenna products worth up to 13.01 million yuan [27] - Shanghai Laishi's controlling shareholder plans to increase its stake by 250 million to 500 million yuan [28] - Qixia Construction's shareholder plans to reduce its stake by up to 3% [29] - Sichuan Gold's major shareholders plan to reduce their stakes by up to 5.5% [30] - Qingyun Technology's shareholders plan to reduce their stakes by up to 4.5% [31] - Rhein Biological's directors plan to reduce their stakes by up to 0.14% [32] - Qingmu Technology's shareholder plans to reduce its stake by up to 3% [33] - Sanrenxing's employee shareholding platform plans to reduce its stake by up to 3% [34][35] - Juzhi Technology's director plans to reduce his stake by up to 40,000 shares [36] - Jingwang Electronics' major shareholders plan to reduce their stakes by up to 2.99% [37] - Jujiao Co. plans to reduce its stake by up to 2.6% [38] - Xiyu Tourism's major shareholder plans to reduce its stake by up to 3% [39]

证券代码：002421 证券简称：达实智能 公告编号：2025-036 深圳达实智能股份有限公司 关于零碳智慧工厂高效机房及水蓄冷项目签约的公告 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： 1. 项目名称：惠州亿纬西坑零碳智慧工厂高效机房及水蓄冷项目。 2. 项目背景：亿纬西坑零碳智慧工厂属于亿纬锂能锂电池项目，项目总规 划建设 1 栋零碳智慧工厂、1 栋挤锂车间、1 栋动力站、1 栋厂房（二期）、1 栋垃圾房，地上最高 6 层，总建筑面积 46696.38 平方米。本项目总装机量 12450RT，配置一座容积 12250m³的蓄冷水罐，高效制冷机房系统全年综合运 1．合同的履行存在受不可抗力的影响所造成的风险，敬请广大投资者注意 投资风险。 2．项目顺利实施后，将有利于公司在建筑节能领域持续打造项目标杆，以 创新驱动为建筑节能行业赋能，也将对公司未来业绩产生有利影响。 一、 合同签署情况 近日，深圳达实智能股份有限公司（以下简称"公司"）与惠州亿纬锂能股 份有限公司就惠州亿纬西坑零碳智慧工厂高效机房及水蓄冷项目有关事项协商 一致，正式签署了项 ...

Core Viewpoint - The company has signed a contract with Huizhou EVE Energy Co., Ltd. for a zero-carbon smart factory project, which is expected to enhance its market share in the energy-saving sector [1] Group 1: Contract Details - The contract amount is 11.5 million yuan [1] - The project involves the construction of an efficient machine room and a water storage cooling system [1] Group 2: Financial Impact - The project is expected to achieve an annual comprehensive operating efficiency of 5.65 [1] - Based on local peak and valley electricity price policies, the water storage cooling system is projected to save 2.87 million yuan annually [1] - The contract amount represents 0.36% of the company's audited revenue for the fiscal year 2024 [1] Group 3: Market Position - The implementation of the contract is not expected to have a significant impact on profits but will positively influence the company's market share in the energy-saving sector [1]

Group 1: AI and IoT Integration - The company launched the new AIoT platform V7 in March 2025, integrating domestic AI large language models and enabling real-time data applications in smart parks [2] - There is a noticeable increase in customer demand for AI applications, particularly in energy optimization, equipment fault prediction, and intelligent operations [2] - The combination of AI large language models with the IoT platform is expected to enhance the company's competitive edge in the smart space sector [2] Group 2: Competitive Advantages - The company has a customer-centric R&D system, validated by market demand, and has developed a proprietary AIoT platform that combines discriminative and generative AI [3] - With nearly 30 years of experience, the company has served over 3,000 medium to large projects, including clients like Alibaba and China Merchants Bank [3] - The company utilizes its carbon-neutral demonstration building for experiential marketing, having received over 100,000 visitors, which enhances customer trust and perception [3] Group 3: Market Positioning - The AIoT sector is recognized as a high-potential market, with competition from major domestic players like Tencent, Alibaba, and Huawei, as well as international leaders like Siemens and Johnson Controls [3] - The company's focus on deep industry penetration and understanding customer needs is crucial for unlocking the value of AIoT [3] - The integration of AI applications is expected to provide customers with smarter experiences and more efficient energy savings [3]

Core Insights - The Guangdong Province smart transportation industry is entering a high-quality development phase driven by policy support, technological innovation, and market application [2] - The market size of the Guangdong smart transportation industry is projected to reach 19.284 billion yuan in 2024, representing a year-on-year growth of 6.00% [2] - The "Guangdong Province Transportation High-Quality Development Three-Year Action Plan (2025-2027)" aims to establish a modern comprehensive transportation network by 2027, promoting smart transportation development [2] Industry Overview - Guangdong smart transportation is based on new technologies such as IoT, big data, and artificial intelligence, aiming to create a collaborative, efficient, and dynamically optimized transportation system [3] - The core goal is to build a smart transportation system with self-organization, judgment, and innovation capabilities, transitioning from experience-driven to data-driven governance [3] - The industry can be categorized into four main areas: smart highways, smart city traffic, smart ports and shipping, and smart hubs [3] Industry Development History - The development of Guangdong's smart transportation industry has gone through four stages: initial exploration (1980s-2000), large-scale construction (2001-2010), digital transformation (2011-2018), and smart upgrade (2019-present) [5][6][7] - Key milestones include the introduction of the SCATS traffic signal control system in 1992, the establishment of the first ETC lane in 2001, and the launch of the first city-level "Internet + Smart Parking System" in 2014 [5][6] - Recent advancements include the establishment of a comprehensive traffic big data application laboratory in 2018 and the implementation of smart road systems in Shenzhen and Guangzhou [7] Industry Value Chain - The upstream of the Guangdong smart transportation industry includes hardware devices, basic software, and communication infrastructure, with hardware focusing on data collection devices like sensors and cameras [10] - The midstream involves system integration and solution provision for smart transportation [10] - Downstream applications span across various transportation sectors, including highways, railways, waterways, and aviation [10] Related Companies - Listed companies in the Guangdong smart transportation sector include Shenzhen Urban Transport (301091), Qianfang Technology (002373), and others [2] - Key enterprises involved in the industry include Huawei, Tencent, Hikvision, and Dahua Technology [2]