Core Viewpoint - Industrial Fulian plans to reduce its stake in Dingjie Smart by up to 8.09 million shares, representing no more than 2.98% of the total share capital, citing its own financial planning needs while expressing continued support for the company's development [1][2] Group 1: Shareholding and Reduction Plan - Industrial Fulian holds approximately 39.97 million shares in Dingjie Smart, accounting for 14.73% of the total share capital [1] - The reduction period is set from December 1, 2025, to February 27, 2026, starting fifteen trading days after the announcement [1] - Industrial Fulian, along with its concerted action parties, collectively holds 22.36% of Dingjie Smart's shares [1] Group 2: Historical Context and Strategic Collaboration - Industrial Fulian acquired its shares in Dingjie Smart through a share transfer agreement in 2020, obtaining about 15.01% of the company from Digital China Software [2] - The collaboration aims to enhance the smart manufacturing and industrial internet landscape, focusing on creating lighthouse factories and addressing digital needs of existing clients [2] - Future efforts will leverage strengths in industrial automation, software, big data, and intelligence to support the digital and intelligent transformation of China's manufacturing industry [2] Group 3: Financial Performance - For the first three quarters of 2025, Dingjie Smart reported revenue of 1.614 billion yuan, a year-on-year increase of 2.63% [2] - The net profit attributable to shareholders reached 51.09 million yuan, reflecting a 2.4% year-on-year growth [2] - As of November 7, Dingjie Smart's total market capitalization is approximately 13.4 billion yuan [2]

Core Viewpoint - The company Dingjie Zhizhi (300378) announced that its shareholder, Industrial Fulian (601138), plans to reduce its holdings in the company by up to 8.0947 million shares, representing no more than 2.98% of the total share capital from December 1, 2025, to February 27, 2026 [1] Summary by Relevant Categories - **Shareholder Actions** - Industrial Fulian intends to reduce its stake in Dingjie Zhizhi through centralized bidding and block trading methods [1] - The planned reduction will not exceed 8.0947 million shares, which is approximately 2.98% of the total share capital [1] - When excluding the shares currently held in the company's repurchase account, the reduction represents no more than 3.00% of the adjusted total share capital [1]

智通财经APP讯，鼎捷数智(300378.SZ)公告，公司股东工业富联计划自2025年12月1日至2026年2月27日 以集中竞价交易方式及大宗交易方式减持公司股份不超过809.47万股(占公司总股本比例不超过2.98%， 占剔除公司当前回购专用账户股份后总股本比例不超过3.00%)。 ...

Company Summary - Dingjie Smart (SZ 300378) announced that its major shareholder, Foxconn Industrial Internet Co., Ltd., plans to reduce its holdings by up to approximately 8.09 million shares, which represents no more than 2.98% of the total share capital [1] - As of the announcement, Dingjie Smart's market capitalization is 13.4 billion yuan [1] - The revenue composition for Dingjie Smart from January to June 2025 is entirely from the manufacturing sector, accounting for 100% [1] Industry Context - The art insurance market in China, valued at 4.8 billion yuan, faces challenges as insurers find pricing difficult, indicating a lack of optimism in the sector [1]

Core Viewpoint - Foxconn Industrial Internet Co., Ltd. plans to reduce its stake in Dingjie Smart (300378) by up to 8.0947 million shares, representing no more than 2.98% of the total share capital [1] Group 1 - The major shareholder, Foxconn Industrial Internet, holds 14.73% of Dingjie Smart [1] - The reduction will occur through centralized bidding and block trading methods [1] - The reduction will account for no more than 3% of the total share capital after excluding shares in the company's current repurchase account [1]

证券代码：300378 证券简称：鼎捷数智 公告编码：2025-11144 鼎捷数智股份有限公司 关于持股 5%以上股东减持股份的预披露公告 本公司持股5%以上股东富士康工业互联网股份有限公司保证向 本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供 的信息一致。 特别提示： 持有鼎捷数智股份有限公司（以下简称"公司"）股份 39,971,265 股（占 公司总股本比例 14.73%，占剔除公司当前回购专用账户股份后总股本比例 14.81%）的大股东富士康工业互联网股份有限公司（以下简称"工业富联"）， 计划自本公告披露之日起十五个交易日后的 3 个月内（2025 年 12 月 1 日至 2026 年 2 月 27 日）以集中竞价交易方式及大宗交易方式减持公司股份不超过 8,094,675 股（占公司总股本比例不超过 2.98%，占剔除公司当前回购专用账户 股份后总股本比例不超过 3.00%）。 一、股东的基本情况 股东名称 股东性质 持股数量（股） 占公司总股本的 比例（%） 占剔除回购专用 账户股份后总股 本的比例（%） 工 ...

Group 1 - The company Dingjie Zhizhi reported that as of October 31, the number of its shareholders was approximately 57,000 [2]

Market Overview - On November 5, the software development sector declined by 1.43%, with Keda Guochuang leading the drop [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Stock Performance - Notable gainers in the software development sector included: - Pinming Technology (6018889) with a closing price of 142.40, up 6.43% [1] - Guoneng Rixin (301162) at 59.81, up 4.78% [1] - Kexin Information (300730) at 19.50, up 4.73% [1] - Major decliners included: - Keda Guochuang (300520) at 42.45, down 7.42% [2] - Geer Software (603232) at 23.22, down 6.30% [2] - Information Development (300469) at 62.21, down 5.81% [2] Capital Flow - The software development sector experienced a net outflow of 3.246 billion yuan from institutional investors, while retail investors saw a net inflow of 2.523 billion yuan [2][3] - The top stocks by net inflow from retail investors included: - Zhongdian Xilong (002298) with a net outflow of 90.87 million yuan [3] - Pinming Technology (6018888) with a net inflow of 36.79 million yuan [3] - Fangzhi Technology (300235) with a net inflow of 32.16 million yuan [3]

Investment Rating - The report maintains an "Accumulate" rating for the company [2] Core Insights - The company's revenue for the first three quarters of 2025 reached 1.614 billion yuan, a year-on-year increase of 2.63%, while the net profit attributable to shareholders was 51 million yuan, also up by 2.40%. However, the net profit excluding non-recurring items decreased by 12.07% [5] - The company's mainland business is under short-term pressure, but its AI-enabled non-mainland business continues to grow steadily. Revenue from mainland operations was 734 million yuan, a slight decline of 0.15%, while non-mainland revenue reached 880 million yuan, a year-on-year increase of 5.06% [6] - The company is enhancing its AI product matrix to drive smart upgrades in the manufacturing industry, focusing on core pain points in supply chain, finance, inventory, and factory intelligence [7] - The company expects total revenue for 2025-2027 to be 2.465 billion, 2.730 billion, and 3.038 billion yuan, with year-on-year growth rates of 5.77%, 10.74%, and 11.31% respectively. The net profit attributable to shareholders is projected to be 183 million, 217 million, and 269 million yuan, with growth rates of 17.62%, 18.29%, and 24.24% [8] Financial Summary - As of the latest closing price, the company's total market capitalization is 14.8 billion yuan, with a price-to-earnings ratio of 93.86 and a debt-to-asset ratio of 31.3% [4] - The company has a total share capital of 271 million shares, with 269 million shares in circulation [4] - The projected earnings per share (EPS) for 2025-2027 are 0.67, 0.80, and 0.99 yuan, respectively [10]

Core Viewpoint - Dingjie Smart has shown a significant stock price increase of 92.53% year-to-date, despite recent declines in the short term [1][2]. Financial Performance - For the period from January to September 2025, Dingjie Smart achieved a revenue of 1.614 billion yuan, representing a year-on-year growth of 2.63%. The net profit attributable to shareholders was 51.088 million yuan, with a year-on-year increase of 2.40% [2]. - The company has distributed a total of 311 million yuan in dividends since its A-share listing, with 65.588 million yuan distributed over the past three years [3]. Stock Market Activity - As of October 31, Dingjie Smart's stock price was 49.75 yuan per share, with a market capitalization of 13.502 billion yuan. The stock experienced a trading volume of 118 million yuan and a turnover rate of 0.89% [1]. - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on August 8, where it recorded a net buy of -140 million yuan [1]. Shareholder Structure - As of October 20, the number of shareholders for Dingjie Smart was 56,000, a decrease of 6.67% from the previous period. The average circulating shares per person increased by 7.14% to 4,810 shares [2]. - Among the top ten circulating shareholders, Huazhang Small and Medium Growth Mixed Fund increased its holdings by 5.07% to 2.6265 million shares, while Hong Kong Central Clearing Limited entered the list as a new shareholder with 2.4726 million shares [3].