截至2025年10月21日收盘，鼎捷数智（300378）报收于48.68元，较前一交易日上涨0.89%，最新总市值 为132.11亿元。该股当日开盘48.69元，最高48.78元，最低47.6元，成交额达5.39亿元，换手率为 4.14%。 最新公告列表 《关于向不特定对象发行可转换公司债券申请获得中国证券监督管理委员会同意注册批复的公 告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司近日发布公告称，已收到中国证券监督管理委员会出具的《关于同意鼎捷数智股份有限公司向不特 定对象发行可转换公司债券注册的批复》（证监许可〔2025〕2297号），证监会同意公司向不特定对象 发行可转换公司债券的注册申请。公告指出，公司本次发行应严格按照报送深圳证券交易所的申报文件 和发行方案实施，批复自同意注册之日起12个月内有效。在此期间，如公司发生重大事项，需及时报告 深圳证券交易所并按相关规定处理。公司董事会将根据批复及相关法律法规要求，在规定期限内办理发 行事宜，并履行信息披露义务。 ...

Core Viewpoint - Dingjie Zhizhi has received approval from the China Securities Regulatory Commission for the issuance of convertible bonds to unspecified investors, indicating a strategic move to raise capital [2] Group 1: Regulatory Approval - The company has been granted approval to issue convertible bonds as per the document numbered 2297 from the China Securities Regulatory Commission [2] - The issuance must strictly follow the application documents submitted to the Shenzhen Stock Exchange [2] - The approval is valid for 12 months from the date of consent [2] Group 2: Compliance Requirements - The company is required to report any significant events to the Shenzhen Stock Exchange from the date of approval until the completion of the bond issuance [2] - The company must handle any major issues in accordance with relevant regulations [2]

Core Viewpoint - The company, Dingjie Zhizhi, has received approval from the China Securities Regulatory Commission for the registration of its convertible bond issuance to unspecified investors [1] Group 1 - The company has announced that it will issue convertible bonds [1] - The approval is documented in the regulatory notice numbered 2297 [1] - The issuance is aimed at unspecified investors, indicating a broad potential investor base [1]

Core Viewpoint - Dingjie Zhizhi (300378.SZ) has received approval from the China Securities Regulatory Commission for the registration of its convertible bond issuance to unspecified investors [1] Group 1 - The company has recently announced that it received a formal approval from the China Securities Regulatory Commission regarding its application for issuing convertible bonds [1] - The approval is documented under the reference number 证监许可〔2025〕2297号, indicating regulatory compliance for the issuance [1] - This move allows the company to raise capital through the issuance of convertible bonds, which can be converted into equity at a later date [1]

证券代码：300378 证券简称：鼎捷数智 公告编码：2025-10112 鼎捷数智股份有限公司 一、同意你公司向不特定对象发行可转换公司债券的注册申请。 二、你公司本次发行应严格按照报送深圳证券交易所的申报文件和发行方案 实施。 三、本批复自同意注册之日起 12 个月内有效。 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项，应及时 报告深圳证券交易所并按有关规定处理。 公司董事会将按照上述批复文件和相关法律法规的要求以及公司股东大会 的授权，在规定期限内办理本次向不特定对象发行可转换公司债券的相关事项， 并及时履行信息披露义务，敬请广大投资者注意投资风险。 董事会 特此公告。 二〇二五年十月二十一日 关于向不特定对象发行可转换公司债券申请 获得中国证券监督管理委员会同意注册批复的公告 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。 鼎捷数智股份有限公司 鼎捷数智股份有限公司（以下简称"公司"）于近日收到中国证券监督管理 委员会出具的《关于同意鼎捷数智股份有限公司向不特定对象发行可转换公司债 券注册的批复》（证监许可〔2025〕2297 号）（以下 ...

Group 1 - The core point of the article is that Dingjie Smart (300378) has changed the status of its application for issuing convertible bonds to "registration effective" [2] - The company plans to raise approximately 828 million yuan through this issuance [2] - The underwriting institution for this issuance is Industrial Securities Co., Ltd. [2]

Group 1 - The report highlights that national top-level policies are guiding the rapid development of six key areas in "AI+ applications" as outlined in the State Council's opinion released on August 26, 2025 [2][8] - The six key areas include "AI+" in scientific technology, industrial development, consumer quality enhancement, public welfare, governance capabilities, and global cooperation [2][8] - By 2027, it is expected that AI will be widely integrated into these six areas, with the application penetration rate of new intelligent terminals exceeding 70% [9] Group 2 - The report identifies 50 representative stocks across A-shares, Hong Kong stocks, and US-listed Chinese companies that are actively engaged in "AI+ applications" within the six key areas [3] - Key recommended stocks include: - Shuanghuan Transmission (002472.SZ) for AI+ industrialization and intelligent robotics - Orbbec (688322.SH) for AI+ hardware - Shengye (6069.HK) for AI+ supply chain finance [3] - Stocks to watch include: - Xindong Company (2400.HK) for AI+ gaming - Huazhu Gaoke (688433.SH) for AI+ intelligent manufacturing - Guodun Quantum (688027.SH) for AI+ quantum technology [3] Group 3 - The report elaborates on the "AI+" scientific technology direction, which includes accelerating scientific discovery processes, driving innovation in technology research and development models, and innovating social science research methods [12][17][24] - Specific companies mentioned in the "AI+" scientific technology sector include: - iFlytek (002230.SZ) focusing on AI core technology and applications in various fields [13] - Zhongke Shuguang (603019.SH) emphasizing AI-driven digital infrastructure [13] - BGI Genomics (688114.SH) integrating AI into life sciences [13] Group 4 - The "AI+" industrial development direction aims to cultivate new intelligent native models and promote the intelligent transformation of traditional industries [28] - Companies highlighted in this sector include: - Daotong Technology (688208.SH) for AI+ automotive diagnostics [30] - Dingjie Smart (300378.SZ) for AI+ manufacturing digitalization [30] - Huichan Co., Ltd. (688500.SH) for AI+ data intelligence [30] Group 5 - The "AI+" consumer quality enhancement direction focuses on expanding service consumption scenarios and improving the quality of life services [49] - Companies in this area include: - Xindong Company (2400.HK) for AI+ gaming [51] - Giant Network (002558.SZ) integrating AI into core gaming products [51] - Perfect World (002624.SZ) utilizing AI tools in game development [51]

Core Insights - The report highlights the slowing profit growth of China's industrial enterprises over the past five years, despite increasing R&D expenditures and a focus on digital transformation as a key to enhancing competitiveness [1][2] - The three key industries—equipment manufacturing, high-tech electronics, and automotive manufacturing—exhibit differentiated development trends, with significant growth in the new energy vehicle market expected to drive the automotive sector [1][2] Group 1: Industry Development Insights - The profit growth of large-scale industrial enterprises in China has slowed, with fluctuations in the number of enterprises, while R&D spending continues to rise, indicating a strong emphasis on innovation [9] - The equipment manufacturing sector shows steady growth in both the number of enterprises and profits, but there remains substantial room for improvement in intelligence levels [9][10] - The high-tech electronics industry is expanding in scale but experiencing a slight decline in total profits, with uneven regional development [11] - The automotive manufacturing sector has seen stable growth in the number of enterprises, with the new energy vehicle market projected to account for 40.93% of total sales by 2024, becoming a new growth driver [11][12] Group 2: PLM Application Analysis - The industrial manufacturing sector is facing both opportunities and challenges in PLM (Product Lifecycle Management) applications, with policies promoting digital R&D and design tools, but also encountering issues like data silos and system fragmentation [2][5] - In the equipment manufacturing sector, the application rate of R&D design software is expected to reach 84% by 2024, with domestic PLM vendors gaining market leadership due to localization advantages [2][5] - The high-tech electronics industry focuses on advanced simulation and AI integration, with domestic companies surpassing international firms in market share among the top five [2][5] - The automotive sector is leveraging PLM for interdisciplinary collaborative design and additive manufacturing, accelerating the process of domestic substitution [2][5] Group 3: Company Overview - Dingjie Smart - Dingjie Smart stands out in the PLM field, combining various cutting-edge technologies to offer comprehensive lifecycle management capabilities, achieving the highest market share and revenue growth in the equipment manufacturing sector in 2023 [2][16] - The company's PLM solutions utilize AI capabilities for intelligent R&D management, including features like knowledge base Q&A and model similarity analysis, significantly enhancing operational efficiency and R&D capabilities for clients [2][20] - Dingjie PLM has received numerous industry certifications and honors, reflecting its strong recognition among various industry clients [2][20]

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [16]. Core Insights - The report emphasizes the concept of "Lighthouse Factories," which are leading the intelligent upgrade of the manufacturing industry by integrating advanced technologies such as artificial intelligence, IoT, and big data analytics [6]. - A total of 201 factories have been recognized as Lighthouse Factories globally, with 85 located in China, showcasing their exceptional manufacturing capabilities and performance in areas like production efficiency and supply chain resilience [6]. - Industrial software is identified as the digital foundation for Lighthouse Factories, playing a crucial role in enhancing production intelligence and efficiency across four core areas: R&D design, manufacturing, operational management, and maintenance services [6]. - The report suggests focusing on companies that are positioned to benefit from the growth of industrial software and intelligent manufacturing, including Zhongwang Software, Huada Jiutian, and Yonyou Network, among others [6]. Industry Overview - The computer industry consists of 337 listed companies with a total market capitalization of approximately 60,881.53 billion and a circulating market value of about 55,021.98 billion [3]. - The absolute performance of the industry over the past 12 months has been 52.1%, while the relative performance against the benchmark index has improved by 33.9% [4].

Group 1 - The core point of the news is that Dingjie Smart Technology Co., Ltd. experienced a decline of 5.05% in its stock price, reaching 51.57 yuan per share, with a trading volume of 828 million yuan and a turnover rate of 5.73%, resulting in a total market capitalization of 13.996 billion yuan [1] - Dingjie Smart Technology, established on December 26, 2001, and listed on January 27, 2014, is located in Shanghai and specializes in providing digital transformation, smart manufacturing, and industrial internet solutions for manufacturing, circulation, and small and micro enterprises [1] - The company's revenue composition includes 47.89% from smart technology services, 28.11% from self-developed smart software products, and 23.99% from integrated smart hardware and software solutions [1] Group 2 - From the perspective of fund holdings, Huashang Fund has one fund heavily invested in Dingjie Smart Technology, specifically the Huashang Computer Industry Quantitative Stock Initiation A (007853), which held 249,000 shares in the second quarter, accounting for 2.34% of the fund's net value, making it the sixth-largest holding [2] - The estimated floating loss for the fund today is approximately 682,300 yuan [2] - The Huashang Computer Industry Quantitative Stock Initiation A (007853) was established on October 30, 2019, with a current scale of 245 million yuan, and has achieved a year-to-date return of 20.77%, ranking 2660 out of 4220 in its category [2]