证券日报网讯1月22日，东土科技（300353）在互动平台回答投资者提问时表示，具体订单及经营信息 请关注公司后续定期报告。 ...

格隆汇1月21日丨东土科技(300353.SZ)在互动平台表示，AI应用方面，公司已在半导体设备、智能塔吊 等核心场景中应用，例如在半导体设备领域，依托智能控制器，可实现总线级高速数据采集及实时AI 分析，实现生产过程温度智能自动调控、实现对晶圆质量精准检测等，有效解决半导体制造中工艺稳定 性不足、质量管控难度大的核心问题。在智能塔吊领域，融合 AI 视觉算法与自主控制技术，实时监测 吊钩摇摆幅度并动态抑制，实现高效防摇摆功能。 ...

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]

| | √特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系 | □新闻发布会 □路演活动 | | 活动类别 | √现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名 | | | 称及人员姓 中金公司 | 刘中玉、刘婧 | | 名 | | | 时间 2026 | 年 1 月 16 日 12：00 | | 地点 | 北京东土科技股份有限公司会议室 | | 上市公司接 | 董事长李平、董事会秘书潘俊、证券事务代表柯学礼 | | 待人员姓名 | | | | 本次调研为现场调研。公司代表带领研究员参观了公司展厅，介绍 | | | 了公司的基本情况，并与调研人员进行了互动问答，主要内容纪要 | | 如下： | | | | 问：公司在工业领域有何核心竞争力，如何参与未来工业智能化升 | | 级？ | | | 投资者关系 | 答：公司构建了从工业网络通信、工业操作系统、工业工具软件到 | | 活动主要内 | 智能控制器的完整技术链条；在网络侧，公司孵化了全球首颗 AUTBUS | | 容介绍 | | | | 总线芯片、国内首颗 TSN 交 ...

Key Insights - The report highlights that the global AI industry is making significant progress in enhancing AI computing power, diversifying application scenarios, and realizing monetization, indicating a shift from technological breakthroughs to scalable commercial value [2][3] - Major companies like OpenAI and TSMC are strengthening their full-stack capabilities through capital integration, with OpenAI signing a procurement agreement worth over $10 billion to build the world's largest high-speed AI inference cluster [3] - The report notes that AI applications are increasingly being integrated into retail and consumer services, with Google planning to develop Gemini as a virtual shopping assistant, allowing users to browse and purchase products within the chat interface [5][6] Industry Developments - The AI industry is witnessing multi-point breakthroughs in innovation, particularly in consumer-facing applications, as companies focus on practical implementations [2] - OpenAI's collaboration with Cerebras to deploy a 750 MW system aims to create a significant AI inference platform, emphasizing the importance of inference speed in the competitive landscape [3] - The report mentions advancements in AI models, particularly in healthcare and multi-modal generation, with companies like Google and Zhizhu making strides in open-source model iterations [4] Market Trends - The report indicates a surge in short-term capital inflow driven by profit-making effects, leading to a recent boom in AI application markets, aligning with previous bullish predictions [6] - Regulatory support is highlighted as a stabilizing factor for the market, with the China Securities Regulatory Commission emphasizing a steady approach to market operations [6] - The report suggests that the favorable conditions driving market strength remain unchanged, with expectations for a stable transition into the next phase of market activity [6] Recommended Stocks - The report recommends several stocks, including 文远知行-W (00800.HK) for its leadership in commercializing RoboX and 东土科技 (300353) for its potential benefits from the integration of industrial internet and AI [7][14]

证券日报网讯 1月16日，东土科技发布公告称，公司第七届董事会第十七次会议审议通过《关于使用部 分闲置募集资金暂时补充流动资金的议案》。 （文章来源：证券日报） ...

每经头条（nbdtoutiao）——白银50天涨逾80%，疯狂程度远超黄金，历史上爆炒白银往往预示贵金属 牛市已到高潮，这次有何不同？ （记者 贾运可） 每经AI快讯，东土科技1月16日晚间发布公告称，公司第七届第十七次董事会临时会议于2026年1月16 日以通讯表决方式召开。会议审议了《关于使用部分闲置募集资金暂时补充流动资金的议案》等文件。 ...

国金证券股份有限公司 关于北京东土科技股份有限公司 使用闲置募集资金暂时补充流动资金的核查意见 国金证券股份有限公司（以下简称"国金证券"、"保荐机构"）作为北京 东土科技股份有限公司（以下简称"东土科技"、"公司"）向特定对象发行股 票并在创业板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳 证券交易所创业板股票上市规则（2025年修订）》《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》《上市公司募集资金监管规则》 等有关法律法规的要求，对东土科技拟使用部分闲置募集资金暂时补充流动资金 的相关事项进行了审慎核查，具体情况如下： 一、募集资金的基本情况 东土科技向特定对象发行股票已获中国证券监督管理委员会《关于同意北京 东土科技股份有限公司向特定对象发行股票注册的批复》（证监许可〔2023〕1272 号）同意，公司向特定对象发行人民币普通股（A股）81,775,700股，发行价格 为10.70元/股，募集资金总额为874,999,990元，扣除总发行费用15,177,146.89元， 实际募集资金净额为人民币859,822,843.11元。信永中和会计师事务所（特殊普 通合 ...

证券代码：300353 证券简称：东土科技 公告编码：2026-003 北京东土科技股份有限公司 关于使用闲置募集资金暂时补充流动资金的公告 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"东土科技"、"公司"）于 2026 年 1 月 16 日召开第七届董事会第十七次会议，审议通过了《关于使用部分闲置募集 资金暂时补充流动资金的议案》，同意公司在保证募集资金投资项目建设的资金 需求和正常进行的前提下，使用不超过人民币 25,000 万元的闲置募集资金用于 暂时补充流动资金，使用期限为自董事会审议通过之日起不超过 12 个月，到期 归还至公司募集资金专用账户。根据《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》《上市公司募集资金监管规则》的规定，本 次使用部分闲置募集资金暂时补充流动资金事项无需提交股东会审议。具体情况 如下： 一、募集资金基本情况 公司向特定对象发行股票已获中国证券监督管理委员会《关于同意北京东土 科技股份有限公司向特定对象发行股票注册的批复》（证监许可〔2023〕1272 号）同 ...