证券代码：300353 证券简称：东土科技 公告编码：2025-098 北京东土科技股份有限公司 关于筹划发行股份等方式购买资产事项的停牌公告 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、停牌事由和工作安排 北京东土科技股份有限公司（以下简称"公司"）正在筹划发行股份等方式 购买资产事项（以下简称"本次交易"）。因有关事项尚存在不确定性，为了维护 投资者利益，避免对公司证券交易造成重大影响，根据深圳证券交易所的相关规 定，经公司向深圳证券交易所申请，公司股票（证券简称：东土科技；证券代码 300353.SZ）自 2025 年 10 月 21 日开市时起开始停牌。 公司预计在不超过 10 个交易日的时间内披露本次发行股份购买资产的交易 方案，即在 2025 年 11 月 4 日前按照《公开发行证券的公司信息披露内容与格式 准则第 26 号——上市公司重大资产重组》的要求披露相关信息。 （一）标的资产基本情况 本次交易的标的公司为北京高威科电气技术股份有限公司（以下简称"高威 科"）。 | 公司名称 | 北京高威科电气技术股份有限公司 | | --- | ...

Core Viewpoint - Dongtu Technology (300353) announced on October 20 that it is planning to acquire 100% equity of Beijing Gaoweike Electric Technology Co., Ltd. through a combination of issuing shares and cash payment, along with raising matching funds [1] Summary by Category - **Acquisition Details** - The company is set to acquire 100% equity of Gaoweike [1] - The acquisition will be financed through issuing shares and cash [1] - **Stock Suspension** - The company's stock will be suspended from trading starting October 21 [1]

Core Viewpoint - Dongtu Technology is actively investing in the field of embodied robotics, aiming to build an ecosystem through strategic partnerships with various companies [2] Investment Activities - The company has signed agreements to take stakes in Shenzhen Zhujidong Technology Co., Ltd. and Chengdu Annu Intelligent Technology Co., Ltd. [2] - Dongtu Technology plans to lead an investment in Beijing Humanoid Robot Innovation Center Co., Ltd. (referred to as "Tiangong Robot") [2] Technological Collaboration - The company's core technology, including the "Hongdao" operating system, is being adapted and integrated with the aforementioned companies in areas such as motion control, scene implementation, and ecosystem development [2] - The application of related technologies will gradually materialize as the cooperation deepens [2]

Core Viewpoint - The company, Dongtu Technology, reported a significant increase in orders for its industrial operating systems and related software services, indicating strong business growth and successful market penetration after breaking foreign monopolies [2]. Group 1: Business Performance - In the first half of 2025, the company's orders for industrial operating systems and related software services increased by 72.4% year-on-year [2]. - The company emphasized its commitment to timely and accurate information disclosure regarding any contracts or orders that require reporting under relevant laws and regulations [2].

Core Viewpoint - Dongtu Technology (300353.SZ) is actively investing in the embodied robotics sector by forming strategic partnerships with companies such as Shenzhen Zhujidong Technology Co., Ltd. and Chengdu Annu Intelligent Technology Co., Ltd., and plans to lead an investment in Beijing Humanoid Robot Innovation Center Co., Ltd. [1] Investment and Partnerships - The company has signed agreements to acquire stakes in Shenzhen Zhujidong Technology Co., Ltd. and Chengdu Annu Intelligent Technology Co., Ltd. [1] - Dongtu Technology intends to lead an investment in Beijing Humanoid Robot Innovation Center Co., Ltd. [1] Technology Integration - The collaboration with these companies is aimed at integrating core technologies such as the "Hongdao" operating system with a focus on motion control, scenario implementation, and ecosystem development [1] - The application of related technologies will gradually materialize as the cooperation deepens [1] Strategic Focus - Humanoid robots are identified as a significant direction within the embodied robotics field, and the company has included this focus in its core strategic layout [1]

东土科技10月14日在互动平台表示，公司目前与新凯来公司暂无业务合作。 ...

格隆汇10月14日丨东土科技(300353.SZ)在投资者互动平台表示，公司目前与新凯来公司暂无业务合 作。 ...

Group 1 - The core point of the news is that Dongtu Technology's stock price dropped by 5.3% to 25.57 CNY per share, with a trading volume of 725 million CNY and a turnover rate of 5.10%, resulting in a total market capitalization of 15.723 billion CNY [1] - Dongtu Technology, established on March 27, 2000, and listed on September 27, 2012, specializes in the research, production, and sales of hardware devices in the industrial control network field, providing solutions for information transmission in industrial control systems [1] - The company's main business revenue composition includes: industrial network communication at 68.97%, smart controllers and solutions at 20.05%, and industrial operating systems and related software services at 10.98% [1] Group 2 - From the perspective of major fund holdings, one fund under Southern Fund has a significant position in Dongtu Technology, with the Southern CSI 2000 ETF (159531) increasing its holdings by 4,000 shares in the second quarter, now holding 54,200 shares, which accounts for 0.21% of the fund's net value, ranking as the third-largest holding [2] - The Southern CSI 2000 ETF (159531) was established on September 7, 2023, with a latest scale of 539 million CNY, achieving a year-to-date return of 32.9%, ranking 1536 out of 4220 in its category; over the past year, it has returned 53.2%, ranking 799 out of 3857; and since inception, it has returned 33.87% [2]

Group 1 - The domestic software sector is experiencing significant activity, with industrial software and Xinchuang direction leading the gains, as stocks like Rongji Software, China Software, and Yingjianke hit the daily limit, while others like Chengmai Technology and Kingsoft Office also saw substantial increases [1] - The Ministry of Industry and Information Technology and six other departments recently issued a plan to promote service-oriented manufacturing innovation from 2025 to 2028, highlighting key productive service industries including technology services, industrial design, software and information services, and more [1] - The potential for domestic software to replace foreign products is vast across various fields, with industrial software being crucial for enhancing China's manufacturing autonomy and global competitiveness [1] Group 2 - Domestic software concept stocks have seen an average price increase of 31.15% this year, with Huasheng Tiancai and Dongtu Technology leading with gains of 170.85% and 135.19% respectively [2] - Zhongke Chuangda, a global leader in intelligent platform technology, has a research and development team spread across 16 countries, enabling quick responses to market trends and customer needs [2] - Runhe Software focuses on innovation in domestic and intelligent sectors, with significant efforts in open-source Hongmeng and Euler, impacting industries like finance, energy, healthcare, and education [2] Group 3 - As of October 10, over 70% of concept stocks have seen an increase in financing, with companies like Kingsoft Office and Zhongke Chuangda receiving net financing inflows exceeding 100 million yuan [3] - Kingsoft Office has the highest net financing inflow, accumulating 643 million yuan since October, with its WPS Office suite being a key product [3]

Core Viewpoint - The surge in domestic software concept stocks is closely linked to recent U.S. export control threats on key software, which may accelerate the localization of industrial and foundational software in China [1][6][7] Group 1: Market Performance - On October 13, amidst a general market adjustment, several domestic software stocks saw significant gains, with Rongji Software hitting the daily limit, Yingjian Technology rising by 20%, and China Software also reaching the daily limit [3] - Kingsoft Office experienced an increase of over 18%, while Chengmai Technology rose by over 13%, with other companies like Anlu Technology and Youfu Network also following suit [3] Group 2: Key Events and Reactions - The recent announcement by the Ministry of Commerce, which included a shift to WPS format for official documents, gained traction on social media, contributing to the interest in Kingsoft Office's WPS product [3][4] - The announcement also included new export control measures on certain rare earth-related items, which are set to take effect soon, further emphasizing the urgency for domestic software alternatives [3][6] Group 3: Industry Insights - Analysts from Dongfang Securities noted that U.S. export controls on foundational software could significantly accelerate the localization process for industrial software, highlighting the potential for growth in this sector [6][8] - Western Securities emphasized that while there may be short-term technical adaptation challenges, the situation creates a golden opportunity for domestic software development and ecosystem building [7] - The EDA (Electronic Design Automation) market, crucial for semiconductor manufacturing, currently has a localization rate of less than 20%, dominated by foreign companies, but is expected to see increased domestic development due to geopolitical tensions [7][8]