Core Viewpoint - *ST Rendo (002647) plans to make a cross-industry investment in AI chips, aiming to enhance its competitive edge and align with national strategies for autonomous computing power [4][5]. Investment Details - The company intends to invest 100 million yuan in Shenzhen Jiangyuan Technology Co., Ltd., acquiring a 4.1427% stake post-investment [4]. - Jiangyuan Technology, established in November 2022, focuses on domestic AI chip development and has achieved successful mass production of advanced chips [4]. - The pre-investment valuation of Jiangyuan Technology is 2.1 billion yuan, reflecting a valuation increase of 1714.86% [4]. Financial Performance of Jiangyuan Technology - Jiangyuan Technology reported a projected revenue of 12.31 million yuan and a net loss of 68.54 million yuan for the first half of 2025, indicating it has not yet achieved profitability [6]. - The pre-investment valuation for Jiangyuan's previous funding rounds was 1.5 billion yuan, with a post-investment valuation of 1.86 billion yuan in January 2025, showing a 12.90% increase [6]. Strategic Intent - The company aims to diversify its business beyond its core third-party payment services, seeking opportunities in industries aligned with national policy trends [5]. - The AI chip sector is viewed as a critical area for future growth, driven by increasing demand for computing power in AI applications [5]. Historical Context and Risks - The company has a history of signing approximately eight strategic cooperation agreements over the past decade, with seven of them not materializing [6][7]. - The investment in Jiangyuan Technology is characterized as high-risk due to the company's lack of experience in startup investments and the uncertainties surrounding Jiangyuan's future operations [6][7].

Core Viewpoint - *ST仁东 plans to make a cross-industry investment in AI chips, aiming to enhance its competitive edge and align with national strategic needs in computing power [5][6][7]. Investment Details - The company intends to invest 100 million yuan in Shenzhen Jiangyuan Technology Co., Ltd., acquiring a 4.1427% stake post-investment [5]. - Jiangyuan Technology, established in November 2022, focuses on domestic AI chip development and has achieved successful mass production of advanced chips [5]. - The pre-investment valuation of Jiangyuan Technology is 2.1 billion yuan, reflecting a valuation increase of 1714.86% [5]. Financial Performance of Jiangyuan Technology - Jiangyuan Technology reported a revenue of 12.31 million yuan and a net loss of 68.54 million yuan for the first half of 2025, indicating it has not yet achieved profitability [8]. - The pre-investment valuation for Jiangyuan's previous funding rounds was 1.5 billion yuan, with a post-investment valuation of 1.86 billion yuan in January 2025, showing a 12.90% increase [8]. Strategic Intent - The investment aligns with *ST仁东's restructuring plan, which includes diversifying its business beyond third-party payment services to explore growth opportunities in sectors aligned with national policy [6]. - The company recognizes the growing demand for AI chips as essential infrastructure for the AI industry, particularly with the increasing need for computational power in AI applications [7]. Historical Context - Over the past decade, *ST仁东 has signed approximately eight strategic cooperation agreements, of which seven have not been executed, highlighting potential execution risks in its investment strategy [8][9].

Group 1 - President Xi Jinping announced China's new round of Nationally Determined Contributions at the UN Climate Change Summit, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035, with non-fossil energy consumption exceeding 30% of total energy consumption [3] - The total installed capacity of wind and solar power is targeted to reach over 360 million kilowatts, six times that of 2020, and forest stock is expected to exceed 24 billion cubic meters [3] - The national carbon emissions trading market will cover major high-emission industries, and a climate-adaptive society is to be fundamentally established [3] Group 2 - Premier Li Qiang emphasized China's commitment to maintaining an open trade and investment market during a meeting with the President of the European Commission, urging fair competition and adherence to WTO rules [5] - The Chinese government will not seek new special and differential treatment in current and future WTO negotiations, reinforcing its role as a responsible developing country [5] - The People's Bank of China announced a 600 billion yuan MLF operation on September 25, marking a net injection of 300 billion yuan for the month, continuing a trend of high liquidity [5][6] Group 3 - Alibaba announced a collaboration with NVIDIA on Physical AI, with plans to invest 380 billion yuan in AI infrastructure and the launch of seven large model products, including Qwen3-Max, the largest and most capable model to date [4] - The Chinese Ministry of Commerce introduced 14 measures to promote digital consumption, including trials for smart connected vehicles and drone delivery services [6] Group 4 - The A-share market saw significant gains, with the Shanghai Composite Index rising 0.83% to 3853.64 points, and the ChiNext Index increasing by 2.28% [8] - The Hong Kong Hang Seng Index rose 1.37%, with notable gains in tech stocks like Alibaba and SMIC, while medical stocks faced declines [8] - Chery Automobile announced its H-share final offering price at 30.75 HKD per share, set to officially list on September 25 [8] Group 5 - The State Administration for Market Regulation is seeking public opinion on new standards for food delivery platforms, addressing issues like competition and delivery personnel rights [11] - The National Press and Publication Administration approved 145 domestic games and 11 imported games in September, indicating a positive trend in the gaming industry [12] Group 6 - The global crude steel production in August was 145.3 million tons, a year-on-year increase of 0.3%, while the cumulative production from January to August saw a decline of 1.7% [23] - The UK government faced challenges in issuing new bonds, with the latest five-year bond auction seeing the lowest oversubscription rate in nearly two years [20]

Group 1 - Company *ST Rendo (002647.SZ) announced an investment of 100 million yuan in Jiangyuan Technology through an increase in registered capital, resulting in a shareholding ratio of 4.1427% post-investment [1] - The funding sources for this investment include 50 million yuan from Rendo Holdings' own funds and 50 million yuan borrowed from Huilibao [1] - Jiangyuan Technology, established in November 2022, focuses on the development of domestically produced AI chips, aligning with the national strategy for autonomous computing power [1] Group 2 - The target company's products are based on 12-inch wafer chips, primarily delivered in the form of computing power cards for AI integrated machines and computing servers [1] - Jiangyuan Technology has completed the first generation chip product D1 and is launching the D10 computing power card, with plans for a second card product D20 and ongoing development of the second generation chip T800, expected to achieve mass production by 2026 [1] - The target company has completed its first and second rounds of financing, with this investment being part of the third round totaling 313.9 million yuan, involving various strategic investors [2] Group 3 - The investment is aimed at establishing a second growth line for the company, with a post-investment shareholding not exceeding 5%, and no involvement in the management or operations of Jiangyuan Technology [2] - There is significant uncertainty regarding the potential for future collaboration between Jiangyuan Technology and the company's main business, as the investment is considered a cross-industry investment [2]

Group 1 - Company *ST Rendo (002647.SZ) announced an investment of 100 million yuan in Jiangyuan Technology through an increase in registered capital, resulting in a shareholding ratio of 4.1427% post-investment [1] - The funding for this investment comes from the company's internal self-owned funds, with 50 million yuan from Rendo Holdings and 50 million yuan borrowed from Huilibao [1] - Jiangyuan Technology, established in November 2022, focuses on the development of domestically produced AI chips, aligning with the national strategy for autonomous computing power [1] Group 2 - The target company's products are based on 12-inch wafer chips, primarily delivered in the form of computing power cards for AI integrated machines and computing servers, with applications in intelligent terminals and computing centers [1] - Jiangyuan Technology has completed the first generation chip product D1 and is launching the D10 computing power card, with plans for a second card product D20 and ongoing development of the second generation chip T800, expected to achieve mass production by 2026 [1] - The company has completed its first and second rounds of financing, with this investment being part of the third round totaling 313.9 million yuan, involving various strategic investors [2]

公司看好国产AI芯片未来的市场空间，同时也认可江原科技的技术实力与发展前景。此次投资为跨界 投资，且公司缺乏初创企业投资经验，投资可能面临重大风险。 人民财讯9月24日电，*ST仁东（002647）9月24日公告，为布局第二增长线，公司尝试战略投资深圳江 原科技有限公司(简称"江原科技")1亿元，投后持股比例为4.14%。 江原科技于2022年11月成立，专注全国产AI芯片研发，与本土先进工艺制造厂商协作，完成全流程国 产自主先进工艺芯片成功量产交付，实现了先进自主设计、工艺制造、封装的本土化全流程。江原科技 尚未实现盈利，2025年半年度营业收入1230.55万元、归母净利润-6853.69万元。 ...

证券代码：002647 证券简称：*ST仁东 公告编号：2025-102 仁东控股股份有限公司 关于对外投资的公告 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。 重大风险提示： 1、仁东控股股份有限公司（以下简称"公司"或"仁东控股"）本次对外 投资尚未签署相关投资协议，后续推进实施存在不确定性。公司近十年与其他方 签署战略合作协议约8次，其中7次未进一步落地执行，敬请注意投资风险。 2、本次投资的标的公司深圳江原科技有限公司（以下简称"江原科技"或 "标的公司"）尚处于初创投资阶段，未来的经营发展存在不确定性，且公司缺 乏初创企业投资经验，投资可能面临重大风险。 3、标的公司2022年度营业收入0.00万元、归母净利润-233.35万元，2023 年度营业收入0.00万元、归母净利润-10,536.10万元，2024年度营业收入3,000 万元、归母净利润-14,663.28万元，2025年半年度营业收入1,230.55万元、归母 净利润-6,853.69万元，截止目前标的公司尚未实现盈利，未来盈利能力存在重 大不确定性。 4、本次投资为跨界投资，目前标的 ...

证券代码：002647 证券简称：*ST仁东 公告编号：2025-101 仁东控股股份有限公司 第六届董事会第八次会议决议公告 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。 一、董事会会议召开情况 仁东控股股份有限公司（以下简称"公司"）第六届董事会第八次会议通知 于2025年9月14日以直接送达、电子邮件等方式发出，会议于2025年9月22日上午 10:30在公司会议室以现场结合通讯、记名投票表决的方式召开。会议应到董事9 人，实到董事9人，本次会议由董事长刘长勇先生召集并主持，公司高级管理人 员列席本次会议。本次会议的召集、召开和表决程序符合《中华人民共和国公司 法》等相关法律、法规和《公司章程》的规定。 二、董事会会议审议情况 审议通过《关于对外投资的议案》 表决结果：同意9票，反对0票，弃权0票。 同意公司通过增加注册资本的方式投资深圳江原科技有限公司，关于该投资 的具体情况详见公司同日在巨潮资讯网（www.cninfo.com.cn）披露的《关于对 外投资的公告》（公告编号：2025-102）。 三、备查文件 公司第六届董事会第八次会议决议。 特此 ...

*ST仁东(002647.SZ)公告称，公司拟通过增加注册资本的方式投资深圳江原科技有限公司，投资金额为 人民币1亿元，本次增资完成后，公司持有江原科技股权比例为4.1427%。江原科技主要从事全国产AI 芯片研发，与本土先进工艺制造厂商协作，完成全流程国产自主先进工艺芯片成功量产交付。公司表 示，本次投资为布局第二增长线，尝试战略投资江原科技，投后持股比例不高于5%，不参与企业运 营，按持股比例参与表决。 ...

证券代码：002647 证券简称：*ST仁东 公告编号：2025-100 仁东控股股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的情况介绍 仁东控股股份有限公司（以下简称"公司"或"仁东控股"）（证券简称： *ST仁东，证券代码：002647）股票交易价格连续3个交易日（2025年9月19日、 2025年9月22日、2025年9月23日）收盘价格涨幅偏离值累计超过12%。根据《深 圳证券交易所交易规则》的相关规定，属于股票交易异常波动情况。 二、关注、核实情况 根据相关规定要求，针对公司股票交易异常波动，公司进行了必要核实，现 对有关核实情况说明如下： 1、公司前期披露的信息不存在需要更正或补充披露的事项。 2、公司未发现近期公共媒体报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息。 3、近期公司经营情况及内外部经营环境未发生或预计将要发生重大变化。 4、目前公司不存在应披露而未披露的构成重大资产重组的重大事项。 5、公司第一大股东深圳嘉强荟萃投资合伙企业（有限合伙）不存在关于公 司的 ...