Core Viewpoint - Dongtu Technology (300353) is undergoing a significant asset restructuring by planning to acquire 100% of Beijing Gaoweike Electric Technology Co., Ltd. through a combination of issuing shares and cash payment, along with raising supporting funds [1] Group 1: Stock Performance - As of January 28, 2026, Dongtu Technology's stock closed at 21.96 yuan, down 1.44% from the previous trading day, with a total market capitalization of 13.503 billion yuan [1] - The stock opened at 22.28 yuan, reached a high of 22.44 yuan, and a low of 21.86 yuan, with a trading volume of 339 million yuan and a turnover rate of 2.86% [1] Group 2: Acquisition Details - The company plans to acquire 100% of Beijing Gaoweike Electric Technology Co., Ltd. through issuing shares and cash payment, which constitutes a major asset restructuring [1] - The transaction does not involve related party transactions or restructuring listings [1] - As of January 28, 2026, due diligence, auditing, and valuation work related to the transaction have not been completed [1] - The company will convene a board meeting to review the transaction after the completion of the necessary work and will follow up with further approval and disclosure procedures [1] - The transaction requires approval from the board of directors, the shareholders' meeting, and must be reviewed by the Shenzhen Stock Exchange and registered with the China Securities Regulatory Commission, indicating uncertainty [1]

Core Viewpoint - Dongtu Technology announced the resignation of its Senior Vice President, Li Xiaodong, due to personal reasons, effective immediately upon delivery to the board of directors. His departure will not affect the company's normal operations [2]. Group 1 - Dongtu Technology received a written resignation report from Senior Vice President Li Xiaodong [2]. - Li Xiaodong's resignation is effective from the date it was delivered to the board [2]. - Following his resignation, Li Xiaodong will no longer hold any position within the company [2].

（记者 王瀚黎） 每经AI快讯，东土科技1月28日晚间发布公告称，李晓东先生因个人原因申请辞去公司高级副总经理职 务，李晓东先生辞职后不再担任公司任何职务。 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 ...

证券代码：300353 证券简称：东土科技 公告编码：2026-005 北京东土科技股份有限公司 关于披露发行股份及支付现金购买资产并募集配套资金预案后 的进展公告 公司于2025年12月4日、12月31日披露了《关于披露发行股份及支付现金购 买资产并募集配套资金预案后的进展公告》（公告编号：2025-106、2025-113）。 重大风险提示： 1.北京东土科技股份有限公司（以下简称"东土科技"或"公司"）于2025年11 月1日披露《发行股份及支付现金购买资产并募集配套资金预案》及摘要中，已 对本次交易涉及的有关风险因素及尚需履行的审批程序进行了详细说明，敬请广 大投资者关注后续进展公告并注意投资风险。 2.自本次交易预案披露以来，公司及交易相关方积极推进本次交易的相关工 作。截至本公告披露之日，本次交易的相关尽职调查、审计、评估等工作尚未完 成。待本次交易涉及的尽职调查、审计、评估等事项完成后，公司将再次召开董 事会审议本次交易相关议案，并依照法律法规规定履行有关的后续审批程序及信 息披露义务。 一、本次交易的情况 公司拟通过发行股份及支付现金方式向张浔、刘新平等43名交易对象购买北 京高威科电气技术股 ...

北京东土科技股份有限公司 关于公司高级管理人员离任的公告 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。 北京东土科技股份有限公司（以下简称"公司"）于近日收到公司高级副总经 理李晓东先生的书面辞职报告，李晓东先生因个人原因申请辞去公司高级副总经 理职务，根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指 引第 2 号－－创业板上市公司规范运作》等相关法律法规及《公司章程》的规 定，李晓东先生的辞职报告自送达董事会之日起生效。李晓东先生辞职后不再担 任公司任何职务，其辞职不会影响公司正常生产经营。 公司及董事会对李晓东先生在任职期间为公司做出的贡献表示衷心的感谢！ 特此公告。 北京东土科技股份有限公司 证券代码：300353 证券简称：东土科技 公告编码：2026-004 董事会 李晓东先生所担任的高级副总经理原定任期至 2028 年 2 月 4 日。截至本公 告披露之日，李晓东先生未持有本公司股份，不存在应当履行而未履行的承诺事 项。李晓东先生在公司 2025 年股票期权激励计划中被授予 250,000 份期权，目 前处于等待期，尚未行权，公司将 ...

Group 1 - The core viewpoint of the article is that Dongtu Technology (300353) has received support from national loan interest subsidy policies for its subsidiaries, including Guangya Hongdao, which comply with relevant national policies [1] Group 2 - The company has actively engaged with investors through an interactive platform, indicating transparency and responsiveness to stakeholder inquiries [1] - The mention of national loan interest subsidy policies suggests potential financial benefits and support for the company's operations and growth initiatives [1]

Group 1 - The company Dongtu Technology (300353) responded to investor inquiries on its interactive platform, indicating that specific order and operational information will be available in future regular reports [1]

Core Viewpoint - The company is leveraging AI applications in key sectors such as semiconductor equipment and smart tower cranes to enhance operational efficiency and quality control [1] Group 1: AI Applications in Semiconductor Equipment - The company utilizes intelligent controllers to achieve bus-level high-speed data acquisition and real-time AI analysis in semiconductor equipment [1] - This technology enables intelligent automatic temperature control during production processes and precise detection of wafer quality [1] - The solutions address core issues in semiconductor manufacturing, such as insufficient process stability and challenges in quality control [1] Group 2: AI Applications in Smart Tower Cranes - In the smart tower crane sector, the company integrates AI visual algorithms with autonomous control technology [1] - This integration allows for real-time monitoring of hook sway and dynamic suppression, resulting in an efficient anti-sway function [1]

Investment Rating - The report maintains a "Recommended" rating for the industrial internet sector, indicating a positive outlook for the industry based on favorable fundamentals [4]. Core Insights - The industrial internet sector is experiencing a surge in policy support, which is expected to drive a comprehensive development framework and enhance quality and efficiency in the industry [1][7]. - Key policies include the "Artificial Intelligence + Manufacturing" initiative, which aims to establish 1,000 high-level industrial intelligent entities by 2027, and the "Action Plan for High-Quality Development of Industrial Internet Platforms (2026-2028)," targeting over 450 platforms and 1.2 billion connected industrial devices by 2028 [2][7]. - The report highlights that industrial communication companies are well-positioned to benefit from these policy incentives, leveraging differentiated technologies and scene advantages to support industrial upgrades [1][2]. Summary by Sections Policy Developments - Recent policies have established a framework for integrating AI with industrial internet platforms, focusing on enhancing the quality of industrial internet development and addressing existing challenges such as insufficient differentiation and application depth [7]. - The "Action Plan for AI and Industrial Internet Integration" emphasizes the need for network upgrades in at least 50,000 enterprises, promoting the commercialization of new industrial network technologies [2][7]. Company Highlights - Dongtu Technology is leading the development of international standards and has created a closed-loop ecosystem that aligns with policy directives for new industrial network upgrades, with its TSN and industrial 5G chips recognized in the new industrial network directory [2][8]. - Sanwang Communication focuses on industrial Ethernet and 5G hardware products, with its TSN switches also included in the directory, showcasing its competitive edge in the TSN and Ethernet-APL technology fields [2][8]. - Yinghantong provides cloud-based edge intelligence solutions that enable efficient local data processing and decision-making for industrial enterprises, supporting mainstream AI applications [3].

Group 1 - The core focus of the company in the semiconductor field is on the research, sales, and technical services of semiconductor equipment control systems [1] - The company provides integrated solutions for semiconductor equipment manufacturers, including domestic industrial control equipment, intelligent controllers, servo systems, IO modules, and various business boards, relying on its self-developed domestic Hongdao industrial operating system [1] - By 2025, the company expects to achieve large-scale delivery of customized industrial control equipment [1] Group 2 - According to SEMI's report published on April 9, 2025, the sales revenue of semiconductor equipment in mainland China is projected to reach $49.6 billion, with a localization rate of approximately 20%-30% [1] - The company's business is deeply involved in the domestic substitution market for semiconductor equipment, primarily focusing on the electrical and software systems of key equipment such as etching, thin film deposition, and cleaning [1]