据证券之星公开数据整理，近期东杰智能（300486）发布2025年中报。截至本报告期末，公司营业总收 入5.39亿元，同比上升24.9%，归母净利润594.54万元，同比上升113.96%。按单季度数据看，第二季度 营业总收入2.79亿元，同比上升27.07%，第二季度归母净利润181.0万元，同比上升105.0%。本报告期 东杰智能盈利能力上升，毛利率同比增幅57.25%，净利率同比增幅111.3%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率17.89%，同比增57.25%，净利率1.12%，同比增 111.3%，销售费用、管理费用、财务费用总计6351.89万元，三费占营收比11.79%，同比减27.43%，每 股净资产2.62元，同比减16.24%，每股经营性现金流-0.37元，同比减95.32%，每股收益0.01元，同比增 110.0% 财务报表中对有大幅变动的财务项目的原因说明如下： 营业收入变动幅度为24.9%,原因:境外收入增加。 销售费用变动幅度为-53.6%,原因:维保费用调整至主营成本核算。 所得税费用变动幅度为157.13%,原因:报告内缴纳企业所得税增加及递延所得税增加。 经营 ...

Group 1 - Dongjie Intelligent reported a turnaround in profitability for the first half of 2025, achieving a profit compared to losses in the previous year [2] - The company's stock price reached 23.03 yuan per share with a total market capitalization of 10.37 billion yuan as of August 19, reflecting a cumulative increase of 145.78% from July 25 to August 19 [3] - The change in control of Dongjie Intelligent is being orchestrated by its major shareholder, Zibo Jiangtu Hengsong Holdings Co., Ltd., which is planning a change in the company's controlling shareholder [4][5] Group 2 - Zibo Jingtong's transaction involves transferring 99% of the fund shares of Zibo Zhanzheng Hongsong Equity Investment Fund Partnership to Hainan Heping Investment Co., Ltd. for 1.62 billion yuan, resulting in a change of actual controller from Zibo Finance Bureau to Han Yongguang [7] - Han Yongguang, born in 1973, has extensive experience across various fields and currently holds positions in several companies, including Aobo (Beijing) Intelligent Technology Co., Ltd. [8] - Han Yongguang aims to leverage his technological and industrial resources to enhance Dongjie Intelligent's existing operations and foster new profit growth points, particularly in the high-end intelligent manufacturing sector [10] Group 3 - The core of Dongjie Intelligent's change in ownership lies in whether Han Yongguang's controlled industrial resources can support the company's future development, especially in the robotics sector [13] - The recent ownership change aligns with the trend of mergers and acquisitions in the A-share market, with over 200 significant asset restructuring events occurring since the announcement of "six merger rules" in September 2024 [13]

证券代码：300486 证券简称：东杰智能 公告编号：2025-095 债券代码：123162 债券简称：东杰转债 适当性管理要求的，不能将所持"东杰转债"转换为股票，特提请投资者关注不 能转股的风险。 东杰智能科技集团股份有限公司 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。 特别提示： "东杰转债"赎回价格：100.95 元/张（含当期应计利息，当期年利率为 圳分公司（以下简称"中国结算"）核准的价格为准。 强制赎回，本次赎回完成后，"东杰转债"将在深圳证券交易所（以下简称"深 交所"）摘牌，特提醒"东杰转债"持券人注意在限期内转股。债券持有人持有 的"东杰转债"如存在被质押或被冻结的，建议在停止转股日前解除质押或冻结， 以免出现因无法转股而被赎回的情形。 杰转债"，将按照 100.95 元/张的价格强制赎回，因目前"东杰转债"二级市场 价格与赎回价格存在较大差异，特别提醒"东杰转债"持有人注意在限期内转 股，如果投资者未及时转股，可能面临损失，敬请投资者注意投资风险。 自 2025 年 7 月 30 日至 2025 年 8 月 19 日，东杰智能科技集 ...

Group 1 - Nanjing Pharmaceutical plans to acquire a significant asset group from Future Medicine, which is expected to constitute a major asset restructuring [1] - The acquisition includes both listed products and in-development products related to multiple trace element injection solutions, along with associated intellectual property and market channels [1] Group 2 - Cambrian Technology reported a revenue of approximately 2.88 billion yuan for the first half of 2025, a year-on-year increase of 4,347.82%, and a net profit of approximately 1.04 billion yuan, reversing a loss from the previous year [2] - Northern Rare Earth achieved a revenue of approximately 18.87 billion yuan, up 45.24% year-on-year, with a net profit of approximately 931 million yuan, a significant increase of 1,951.52% [2] - Light Media reported a revenue of 3.24 billion yuan, a 143% increase year-on-year, and a net profit of approximately 2.23 billion yuan, up 371.55% [2] - Victory Technology's revenue reached approximately 9.03 billion yuan, an 86% increase year-on-year, with a net profit of approximately 2.14 billion yuan, up 366.89% [2] Group 3 - Zhongji Xuchuang reported a revenue of approximately 14.79 billion yuan for the first half of 2025, a 36.95% increase year-on-year, and a net profit of approximately 3.99 billion yuan, up 69.4% [3] - Fosun Pharma's revenue for the first half of 2025 was approximately 19.51 billion yuan, with a net profit of approximately 1.70 billion yuan, a 38.96% increase year-on-year [3] - CNOOC Services reported a revenue of approximately 23.32 billion yuan, a 3.5% increase year-on-year, and a net profit of approximately 1.96 billion yuan, up 23.3% [3] - Qingdao Beer achieved a revenue of approximately 20.49 billion yuan, a 2.11% increase year-on-year, with a net profit of approximately 3.90 billion yuan, up 7.21% [3] Group 4 - Shiyun Circuit plans to invest approximately 1.5 billion yuan in a new PCB manufacturing base project to enhance production capacity for embedded chip PCBs and advanced HDI products, with a designed capacity of 660,000 square meters per year [4] Group 5 - Perfect World reported a revenue of approximately 3.69 billion yuan for the first half of 2025, a 33.74% increase year-on-year, and a net profit of approximately 503 million yuan, reversing a loss from the previous year [6]

Core Viewpoint - Dongjie Intelligent has undergone a change in its actual controller from the Zibo Municipal Finance Bureau to Han Yongguang, who has also been appointed as the chairman of the company. This transition is expected to bring new opportunities for the company's development in the high-end intelligent manufacturing sector [2][5][12]. Group 1: Change of Control - Dongjie Intelligent announced that its actual controller will change from the Zibo Municipal Finance Bureau to Han Yongguang, following a transfer of 99% of the fund shares held by Zibo Financial Holdings to Hainan He Ping Investment Co., Ltd. for 1.62 billion yuan [5]. - The stock price of Dongjie Intelligent was reported at 23.03 yuan per share, with a total market capitalization of 10.37 billion yuan as of August 19, and a cumulative increase of 145.78% from July 25 to August 19 [2]. Group 2: Han Yongguang's Background - Han Yongguang, born in 1973, has extensive cross-industry experience and currently holds positions in several companies, including as a director at Aobo (Beijing) Intelligent Technology Co., Ltd. and at North Electronic Technology (Shandong) Co., Ltd. [6]. - Han Yongguang is expected to leverage his technological and industrial resources to enhance Dongjie Intelligent's existing operations and foster new profit growth points [8]. Group 3: Industry Context - The change in control aligns with the current trend of mergers and acquisitions in the A-share market, with over 200 significant asset restructuring events occurring since the release of the "Six Merger Rules" in September 2024 [13]. - Dongjie Intelligent's new direction under Han Yongguang is anticipated to focus on the robotics industry, where Aobo Intelligent is a leading player, aiming to expand its business footprint in high-end intelligent manufacturing [9][12].

【导读】东杰智能实控人变更落地，从国资控股到产业资本接棒 针对易主事项，东杰智能自 8 月 20 日开市起停牌，计划自 8 月 27 日开市起复牌，可转债 " 东杰转债 " 恢复转股。 中国基金报记者 闻言 8 月 26 日晚间，东杰智能发布公告称，公司实控人将由淄博市财政局变为韩永光，同时韩永 光当选为公司董事长。 在上述消息发布的前夕，东杰智能交出 2025 年上半年的 " 成绩单 " ，同比实现扭亏为盈。 截至 8 月 19 日收盘，东杰智能股价报 23.03 元 / 股，总市值达 103.7 亿元。 7 月 25 日 至 8 月 19 日，东杰智能的股价累计涨幅达 145.78% 。 "70 后 " 新主登场 东杰智能此前公告称，公司控股股东淄博匠图恒松控股有限公司（以下简称淄博匠图）正在 筹划公司控制权变更事项，可能导致公司实控人发生变更。 同时， 淄博匠图筹划的上述交易事项，主要涉及其 上层股权结构的变动，东杰智能的控股股 东不会发生变更。 股权穿透可见，淄博匠图的控股股东是淄博展恒鸿松股权投资基金合伙企业（有限合伙） （以下简称淄博展恒），而淄博展恒的有限合伙人是淄博市财金控股集团有限公司（以下 ...

Core Viewpoint - Dongjie Intelligent has undergone a change in its actual controller from the Zibo Municipal Finance Bureau to Han Yongguang, who has also been appointed as the chairman of the company [1][8]. Group 1: Ownership Change - The actual controller change was announced on August 26, with Han Yongguang taking over from the state-owned Zibo Municipal Finance Bureau [1][8]. - The stock of Dongjie Intelligent was suspended from trading starting August 20 and is set to resume trading on August 27, along with the resumption of the convertible bond "Dongjie Convertible Bond" for conversion [3][4]. Group 2: Financial Performance - Dongjie Intelligent reported a turnaround in its financial performance for the first half of 2025, achieving profitability compared to the previous year [2]. Group 3: Market Reaction - As of August 19, Dongjie Intelligent's stock price was 23.03 yuan per share, with a total market capitalization of 10.37 billion yuan. The stock price saw a cumulative increase of 145.78% from July 25 to August 19 [4]. Group 4: New Leadership Background - Han Yongguang, born in 1973, has extensive cross-industry experience and currently holds positions in several companies, including Aobo (Beijing) Intelligent Technology Co., Ltd. and Electric Science North Electronic Technology (Shandong) Co., Ltd. [10][9]. Group 5: Strategic Implications - Han Yongguang is expected to leverage his control over technological and industrial resources to enhance Dongjie Intelligent's existing operations and foster new profit growth points, particularly in the high-end intelligent manufacturing sector [12]. - The ownership change aligns with the current trend of mergers and acquisitions in the A-share market, with over 200 significant asset restructuring events reported since the announcement of "Six Merger Rules" in September 2024 [15].

东杰智能（300486）(300486.SZ)公告，于2025年8月25日，淄博市财金控股集团有限公司与海南鹤平投 资有限公司签署了《基金份额转让协议》，淄博市财金控股集团拟将其持有的淄博展恒99%的基金份额 转让给海南鹤平投资，交易价格为16.2亿元。若本次交易顺利推进并实施完成，淄博匠图持有的公司股 份数量不变，公司控股股东仍为淄博匠图。公司实际控制人将变更为韩永光。经公司申请，公司股票、 公司债券自2025年8月27日(星期三)开市起复牌。 ...

智通财经APP讯，东杰智能(300486.SZ)公告，于2025年8月25日，淄博市财金控股集团有限公司与海南 鹤平投资有限公司签署了《基金份额转让协议》，淄博市财金控股集团拟将其持有的淄博展恒99%的基 金份额转让给海南鹤平投资，交易价格为16.2亿元。若本次交易顺利推进并实施完成，淄博匠图持有的 公司股份数量不变，公司控股股东仍为淄博匠图。公司实际控制人将变更为韩永光。经公司申请，公司 股票、公司债券自2025年8月27日(星期三)开市起复牌。 ...

Core Viewpoint - Dongjie Intelligent has undergone a significant change in its actual controller, shifting from the Zibo Municipal Finance Bureau to individual Han Yongguang, who is also a director at Aobo (Beijing) Intelligent Technology Co., Ltd. The company's stock will resume trading on August 27 [1]. Group 1: Ownership and Control Changes - The controlling shareholder of Dongjie Intelligent, Zibo Jiangtu Hengsong Holdings Co., Ltd., transferred 99% of its fund shares in Zibo Zhanzheng Hongsong Equity Investment Fund Partnership to Hainan Heping Investment Co., Ltd. for a transaction price of 1.62 billion yuan [1]. - Following the transaction, the number of shares held by Zibo Jiangtu in Dongjie Intelligent remains unchanged, but the actual controller has shifted to Han Yongguang [1]. Group 2: New Leadership and Strategic Direction - Han Yongguang, born in 1973 and holding a graduate degree, has a notable background, serving as a director in multiple companies, including Aobo Intelligent and Yijia Oil Intelligent Robotics Co., Ltd. He has received several accolades for his contributions to innovation and economic development in Zibo [5]. - The new actual controller aims to leverage technological and industrial resource advantages to enhance the company's existing operations and develop intelligent solutions for the smart warehousing and logistics industry, thereby creating new profit growth points and expanding into high-end intelligent manufacturing [5]. Group 3: Market Performance - Dongjie Intelligent has been performing well in the A-share market, with its stock price rising significantly from around 8 yuan per share in early July to 23.03 yuan per share before the trading halt on August 19 [6]. - The company has shown strong financial performance, with total revenue of 539 million yuan, a year-on-year increase of 24.90%, and a net profit attributable to shareholders of 5.95 million yuan, reflecting a year-on-year growth of 113.96% [6].