Group 1 - The core point of the article is that Dingjie Convertible Bonds and Tianzhun Convertible Bonds were listed on December 31 [1] Group 2 - The listing of these convertible bonds indicates a potential opportunity for investors in the bond market [1] - The event reflects ongoing activities in the financial market, particularly in the area of convertible securities [1]

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2][5][17] Core Insights - The report highlights the acceleration of the domestic AI innovation cycle, driven by recent IPO activities of AI companies and strong policy support for AI integration with manufacturing [4][15][17] - The integration of AI with manufacturing is seen as a key driver for enhancing global competitiveness, with significant growth expected in the IT market for manufacturing in China [14] - The report emphasizes the importance of focusing on leading companies with AI technology capabilities and practical applications in industrial vision, smart equipment, and industrial internet platforms [14][17] Summary by Sections Recent Developments - The National Industrial and Information Technology Conference emphasized the importance of AI in manufacturing and set key tasks for 2026, including the promotion of AI+manufacturing initiatives [4][12][13] - IDC predicts that by 2027, the overall IT market investment in China's manufacturing sector will reach 1,718.99 billion RMB, with AI+industrial software market share expected to grow from 9% in 2024 to 22% by 2028 [14] Company Highlights - AI unicorns such as Zhipu and MiniMax are advancing their IPO processes, with Zhipu being the first among the "Big Six" AI models to submit its prospectus [15] - Zhipu reported a revenue of 190 million RMB in the first half of 2025, with a doubling of revenue for three consecutive years [15] - MiniMax has over 2.12 billion personal users and 130,000 enterprise clients globally, with a revenue growth of over 170% year-on-year for the first nine months of 2025 [15] Investment Recommendations - The report suggests focusing on companies in the following categories: 1. Large models: iFlytek (002230.SZ), Tuorisi (300229.SZ), Wanxing Technology (300624.SZ) 2. AI+Manufacturing: Dingjie Zhizhi (300378.SZ), Hand Information (300170.SZ), Saiyi Information (300687.SZ), Nengke Technology (603859.SH) [5][17]

Group 1 - The company announced the issuance of convertible bonds named "Dingjie Convertible Bonds" with the bond code 123263 [1] - The total issuance amount is 827.6642 million yuan, with a total of 8,276,642 bonds issued [1] - The bonds will be listed on the Shenzhen Stock Exchange, with the listing date set for December 31, 2025 [1]

证券代码：300378 证券简称：鼎捷数智 公告编码：2025-12163 鼎捷数智股份有限公司 （DIGIWIN CO.,LTD.） （上海市静安区江场路 1377 弄 7 号 20 层） 向不特定对象发行可转换公司债券 上市公告书 保荐人（主承销商） （福州市湖东路268号） 公告日期：二〇二五年十二月 鼎捷数智股份有限公司 上市公告书 第一节 重要声明与提示 鼎捷数智股份有限公司（以下简称"鼎捷数智"、"发行人"、"公司"或"本 公司"）全体董事、高级管理人员保证上市公告书的真实性、准确性、完整性， 承诺上市公告书不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的 法律责任。 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国 证券法》（以下简称"《证券法》"）等有关法律、法规的规定，本公司董事、高级 管理人员已依法履行诚信和勤勉尽责的义务和责任。 中国证券监督管理委员会（以下简称"中国证监会"）、深圳证券交易所（以 下简称"深交所"）、其他政府机关对本公司可转换公司债券上市及有关事项的意 见，均不表明对本公司的任何保证。 本公司提醒广大投资者注意，凡本上市公告书未涉及的有关 ...

兴业证券股份有限公司 关于 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 之 上市保荐书 保荐机构（主承销商） （福州市湖东路 268 号） 2025 年 12 月 鼎捷数智股份有限公司 上市保荐书 保荐机构及保荐代表人声明 兴业证券股份有限公司（以下简称"兴业证券"、"保荐人"或"保荐机 构"）及其保荐代表人已根据《中华人民共和国公司法》（以下简称《公司法》）、 《中华人民共和国证券法》（以下简称《证券法》）等法律法规和中国证券监督管 理委员会（以下简称"中国证监会"）及深圳证券交易所的有关规定，诚实守信， 勤勉尽责，严格按照依法制定的业务规则和行业自律规范出具上市保荐书，并保 证所出具文件真实、准确、完整。 3-3-1 | | | 鼎捷数智股份有限公司 上市保荐书 释 义 | 除非文意另有所指，下列简称在本发行保荐书中具有如下特定含义： | | --- | | 发行人、公司、鼎捷数智、 | 指 | 鼎捷数智股份有限公司 | | --- | --- | --- | | 上市公司 | | | | 募集说明书 | 指 | 《鼎捷数智股份有限公司向不特定对象发行可转换公司 债券募集说明书》 | | 本次发 ...

法律意见书 北京海润天睿律师事务所 关于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并在深圳 证券交易所上市的法律意见书 北京市朝阳区建外大街甲 14 号广播大厦 5/9/10/13/17 层 电话：010-65219696 传真：010-88381869 1 法律意见书 北京海润天睿律师事务所 关于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并在深圳 证券交易所上市的法律意见书 致：鼎捷数智股份有限公司 根据鼎捷数智股份有限公司（以下简称"鼎捷数智"、"发行人"）与 本所签订的《法律服务协议》，本所接受发行人的委托，担任发行人向不特 定对象发行可转换公司债券（以下简称"本次发行"）的特聘专项法律顾问。 本所律师根据《公司法》《证券法》《管理办法》《编报规则 12 号》《律师 证券业务管理办法》《律师证券执业规则》等有关法律、法规、规范性文件 和中国证监会的其他有关规定，以及本所与发行人签订的法律服务协议，按 照律师行业公认的业务标准、道德规范和勤勉尽责精神出具法律意见书。 对本所出具的本法律意见书，本所律师声明如下： 1、为出具本法律意见书，本所依据有关法律、法规及规范性文件的规定， 对发行 ...

Group 1 - The core viewpoint of the news is that Dingjie Smart has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential growth opportunities for the company [1][2]. - As of December 25, Dingjie Smart's stock price rose by 2.19% to 42.95 CNY per share, with a total market capitalization of 11.663 billion CNY and a trading volume of 203 million CNY [1]. - Year-to-date, Dingjie Smart's stock has increased by 66.22%, with a recent 5-day increase of 2.87%, while it has seen a decline of 0.67% over the past 20 days and 14.31% over the past 60 days [1]. Group 2 - Dingjie Smart's main business segments include digital transformation services (47.89%), self-developed smart software products (28.11%), and integrated smart hardware and software solutions (23.99%) [1]. - For the period from January to September 2025, Dingjie Smart reported a revenue of 1.614 billion CNY, reflecting a year-on-year growth of 2.63%, and a net profit attributable to shareholders of 51.088 million CNY, which is a 2.40% increase compared to the previous year [2]. - The company has distributed a total of 311 million CNY in dividends since its A-share listing, with 65.588 million CNY distributed over the past three years [3].

Group 1 - The company Dingjie Smart announced the issuance of convertible bonds totaling 8,276,642 units, with a face value of RMB 100 each, amounting to a total of RMB 827,664,200 [1] - After deducting underwriting and sponsorship fees, the net funds raised amount to RMB 815,690,054.97, which have been transferred to the company's designated account as of December 19, 2025 [1] - The company has signed a tripartite supervision agreement with Industrial Bank Co., Ltd. and its sponsor, to manage the raised funds through three special accounts for specific projects [1] Group 2 - The funds will be allocated for the Dingjie Smart Ecological Empowerment Platform project and to supplement working capital [1]

证券代码：300378 证券简称：鼎捷数智 公告编码：2025-12162 鼎捷数智股份有限公司 关于签订募集资金三方监管协议的公告 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。 一、募集资金的情况概述 根据中国证券监督管理委员会《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），鼎捷数智 股份有限公司（以下简称"公司"）向不特定对象发行可转换公司债券 8,276,642 张 ， 每 张 面 值 为 人 民 币 100.00 元 ， 按 面 值 发 行 ， 发 行 总 额 为 人 民 币 827,664,200.00 元。公司本次发行的募集资金总额为人民币 827,664,200.00 元， 扣除承销及保荐费用人民币 7,476,642.00 元（不含增值税进项税）后实际收到 的金额为人民币 820,187,558.00 元。另扣除募集资金到账前已支付的保荐费用、 律师费用、会计师费用、资信评级费用、用于本次发行的信息披露费用、发行手 续费用及其他费用等其他发行费用合计人民币 4,497,503.0 ...

证券日报网讯12月22日，鼎捷数智（300378）在互动平台回答投资者提问时表示，截至12月19日，公司 股东户数约为52000户。 ...