Core Insights - Yunda Technology, a leader in rail transit intelligent control, is making significant progress in its "big transportation" strategy, with plans to launch the first autonomous truck convoy in Sichuan by the end of the year in collaboration with Shudao Group [2][10] - The partnership aims to leverage Shudao Group's extensive road rights resources to gain a competitive edge in the national autonomous logistics market [2][10] - The collaboration includes a strategic investment where Yunda's subsidiary, Yangsi Technology, acquires a 40% stake in Shudao's Huamu Technology, focusing on building a platform for autonomous driving data security and capacity trading [2][5] Industry Landscape - The autonomous driving logistics sector in China is still in its infancy, with no existing domestic case studies, while international examples, such as Kodiak's successful NASDAQ listing, highlight the potential for profitability [2][11] - The logistics market presents high barriers to entry due to complex road conditions and the necessity for road rights acquisition, making it challenging for companies to penetrate deeply [3][10] Strategic Objectives - The core objectives of the partnership include establishing a benchmark for autonomous truck convoys on highways, promoting technology research and development, and creating a commercial platform for autonomous driving in Western China [5][10] - The collaboration is expected to enhance the digital scheduling, data collection, and safety management of autonomous truck convoys in Sichuan [5][10] Market Potential - The logistics sector in the Chengdu-Chongqing area is substantial, with a total social logistics volume of 14.1 trillion yuan in 2023, indicating a significant market for autonomous solutions [17] - The region's extensive highway network, ranking third in the country, provides a favorable environment for the deployment of autonomous driving technology [17] Economic Viability - Yangsi Technology claims that its autonomous freight convoy solutions can reduce overall operational costs by over 20%, improve energy efficiency by 18-20%, and achieve carbon reduction benefits exceeding 20% [16] - The expectation is that by 2030, over 50% of freight vehicles will be empowered by autonomous driving technology, significantly enhancing safety and efficiency in logistics [16]

证券代码：300440 证券简称：运达科技 公告编号：2025-053 成都运达科技股份有限公司 关于为子公司提供担保的进展公告 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。 一、对外担保的基本情况 2025 年 9 月 9 日，成都运达科技股份有限公司（以下简称"公司"）第五届 董事会第二十一次会议审议通过了《关于为子公司提供担保的议案》同意公司为 子公司提供担保，用于向银行申请综合授信。具体担保金额将根据实际发生额确 定 。 本 次 担 保 的 具 体 情 况 详 见 2025 年 9 月 9 日 披 露 在 巨 潮 资 讯 网 （www.cninfo.com.cn）的《关于为子公司提供担保的公告》（公告编号：2025-052）。 二、对外担保的进展情况 近日，公司与兴业银行股份有限公司成都分行签订《最高额保证合同》，为 子公司四川汇友电气有限公司提供担保，主要担保条款如下： 1．担保金额：最高本金限额为人民币壹仟万元整。 2．担保期限：债务履行期限届满之日起三年。 3．担保范围：债权本金、利息（含罚息、复利）、违约金、损害赔偿金、 债权人实现债权的费用 ...

Core Viewpoint - Chengdu Yunda Technology Co., Ltd. held an online performance briefing on September 12, where key executives addressed investor inquiries regarding business performance and future strategies [1] Group 1: Performance Expectations and Business Planning - The company anticipates leveraging the growth momentum from the first half of the year to focus on executing its operational strategies, with final performance results to be confirmed in periodic reports [2] - In the robotics sector, the company has developed core robotic products for multiple rail transit scenarios and has a 40% stake in Yangsi (Chengdu) Technology Co., Ltd., which has mass-produced L4 level autonomous logistics robots [2] - The company plans to focus on the "big transportation" sector, collaborating with Yangsi Technology to advance the development of autonomous truck convoy technology and explore commercialization scenarios [2] Group 2: R&D and Business Growth Strategy - R&D expenses decreased by 17.44% due to proactive structural optimization based on project cycles, allowing the company to concentrate resources on key technologies and upcoming commercial projects [3] - The intelligent operation and maintenance business experienced a revenue growth of 63.98%, with plans to deepen industry penetration, expand new application scenarios, and enhance ecosystem cooperation to solidify market advantages [3] - The company reported a revenue growth of 23.65% and a net profit growth of 13.65%, attributing variations in gross margin and net profit to the product mix, and aims to enhance operational excellence to improve net profit growth [3] Group 3: Accounts Receivable and Associate Company Situation - The company's accounts receivable at the end of the period amounted to 934 million yuan, representing a significant proportion of total assets, with measures in place to reduce bad debt risks [4] - Yangsi Technology is focused on the autonomous logistics sector, having mass-produced L4 level logistics robots and is jointly developing highway truck convoy technology to explore commercial scenarios [4]

Group 1: Financial Performance - The company reported a revenue growth of 23.65% and a net profit growth of 13.65% in the mid-2025 report [4] - The company's smart operation business revenue increased by 5.63% [3] - R&D expenses decreased by 4.17%, indicating a structural optimization rather than a reduction in investment intensity [3] Group 2: Strategic Initiatives - The company is focusing on the "big transportation" sector, collaborating with a 40% stake in Yangsi Technology to develop autonomous driving truck platooning technology [3] - Yangsi Technology has begun mass production of L4 level autonomous logistics robots and is exploring commercial scenarios in highway and railway logistics parks [4] - The company signed a strategic cooperation agreement with Shudao Smart Transportation Group to develop "Chuan-Yu Autonomous Driving Mainline Logistics" [3] Group 3: Accounts Receivable Management - The year-end balance of accounts receivable decreased by 4.4% year-on-year, while revenue grew by 23.65% [4] - The company implements measures to improve accounts receivable collection, including strengthening customer credit management and establishing effective collection plans [4] - The company aims to reduce bad debt risk through legal means for overdue accounts and incentivizing sales personnel to enhance collection efforts [4]

Group 1 - The company, Yunda Technology, announced on the evening of September 9 that its fifth board of directors held the 21st meeting, during which several proposals were approved, including a proposal to provide guarantees for its subsidiary [2]

Core Viewpoint - Yunda Technology (SZ 300440) announced the convening of its 21st meeting of the fifth board of directors on September 9, 2025, to discuss the election of the vice chairman of the board [1] Company Summary - For the first half of 2025, Yunda Technology's revenue composition was as follows: software and information technology services accounted for 99.65%, while other businesses made up 0.35% [1] - As of the report date, Yunda Technology's market capitalization was 5.9 billion yuan [1]

证券代码：300440 证券简称：运达科技 公告编号：2025-051 成都运达科技股份有限公司 第五届董事会第二十一次会议决议公告 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。 一、董事会会议召开情况 1.发出董事会会议通知的时间和方式：成都运达科技股份有限公司（以下简 称"公司"）第五届董事会第二十一次会议通知于 2025 年 9 月 5 日以电子邮件 方式发出。 2.召开董事会会议的时间、地点和方式：本次董事会会议于 2025 年 9 月 9 日在成都高新区康强四路 99 号成都运达科技股份有限公司会议室以现场及通讯 表决方式召开。 3.会议出席人数：本次董事会会议应出席董事 9 名，实际出席董事 9 名，其 中何鸿云、朱金陵、王玉松、周晓莉以现场表决方式出席，沈力、徐总茂、顾诚、 黄庆、吉利以通讯表决方式出席。 4.会议的主持人：本次董事会会议由公司董事长何鸿云先生主持。 与会董事对本次会议需审议的议案进行了充分讨论，审议并通过了以下议案： 1.审议通过《关于选举公司第五届董事会副董事长的议案》。 表决结果：9 票赞成、0 票反对、0 票弃权；本议案 ...

成都运达科技股份有限公司 信息披露暂缓、豁免管理制度 第一章 总则 第一条 为了进一步规范成都运达科技股份有限公司（以下简称"公司"）信 息披露暂缓、豁免行为，加强信息披露监管，保护投资者合法权益，根据《中华 人民共和国证券法》《上市公司信息披露管理办法》《上市公司信息披露暂缓与豁 免管理规定》《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》等法律法规、规范性文件和《公司章程》的规定，结合公司实际情 况，制定本制度。 第二条 公司和其他信息披露义务人按照相关法律法规及深圳证券交易所 （以下简称"深交所"）相关业务规则的规定，暂缓、豁免披露临时报告，在定 期报告、临时报告中豁免披露中国证券监督管理委员会和深交所规定或者要求披 露的内容，适用本制度。 第三条 公司和其他信息披露义务人应当真实、准确、完整、及时、公平地 披露信息，不得滥用暂缓或者豁免披露规避信息披露义务、误导投资者，不得实 施内幕交易、操纵市场等违法行为。 公司应审慎判断存在相关法律法规及深交所相关业务规则规定的暂缓、豁免 情形的应披露信息，并接受深交所对有关信息披露暂缓、豁免事项的事后监管。 第二章 暂缓、豁免披露信息 ...

证券代码：300440 证券简称：运达科技 公告编号：2025-052 成都运达科技股份有限公司 关于为子公司提供担保的公告 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。 一、担保情况概述 1. 四川汇友电气有限公司（以下简称"汇友电气"）为公司全资子公司，由 于生产经营需要，拟向兴业银行申请不超过 2,000 万元的综合授信，期限不超过 1 年，向成都银行申请不超过 1,000 万元的综合授信，期限不超过 1 年，并由公 司向兴业银行为其提供不超过 2,000 万元连带责任保证担保，向成都银行为其提 供不超过 1,000 万元连带责任保证担保。具体担保金额将根据实际发生额确定， 担保总额不超过 3,000 万元。 2. 湖南恒信电气有限公司（下称"恒信电气"）为公司全资子公司，由于生 产经营需要，拟向兴业银行申请不超过 3,000 万元的综合授信，期限不超过 1 年， 并由公司向兴业银行为其提供不超过 3,000 万元连带责任保证担保。具体担保金 额将根据实际发生额确定，担保总额不超过 3,000 万元。 3. 广州运达智能科技有限公司（下称"广州运达"） ...

Group 1 - The core point of the article is that Yunda Technology announced the approval of the proposal for the election of company directors during its second extraordinary general meeting of shareholders in 2025 [2] Group 2 - The announcement was made on the evening of September 5 [2] - The meeting focused on the election of directors, indicating potential changes in the company's governance structure [2] - This event may have implications for the company's strategic direction and operational management moving forward [2]