东杰智能科技集团股份有限公司 2025 年第三季度报告 证券代码：300486 证券简称：东杰智能 公告编号：2025-140 一、主要财务数据 （一） 主要会计数据和财务指标 东杰智能科技集团股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，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。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 ☑否 1 东杰智能科技集团股份有限公司 2025 年第三季度报告 公司是否需追溯调整或重述以前年度会计数据 □是 ☑否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 159,617,084.09 ...

Group 1 - Dongjie Intelligent announced a change in its actual controller to Mr. Han Yongguang following the transfer of 99% of the fund shares held by its major shareholder, Zibo Jiangtu Hengsong Holdings Co., Ltd. [1] - For the year 2024, Dongjie Intelligent's revenue composition is projected to be 99.86% from intelligent logistics equipment and 0.14% from other businesses [1] - The current market capitalization of Dongjie Intelligent is 9.7 billion yuan [2]

东杰智能公告，公司控股股东淄博匠图的控股股东淄博展恒的有限合伙人淄博财金已将其持有的淄博展 恒99%的基金份额转让给海南鹤平，交易价格为16.2亿人民币。此次转让完成后，韩永光先生通过控股 股东淄博匠图间接持有公司25.08%的股份，成为公司新的实际控制人。 ...

证券代码：300486 证券简称：东杰智能 公告编号：2025-142 东杰智能科技集团股份有限公司 关于股份协议转让完成过户登记暨公司控制权发生变更的 提示性公告 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。 东杰智能科技集团股份有限公司（以下简称"公司"）于近日收到控股股东 淄博匠图恒松控股有限公司（以下简称"淄博匠图"）通知，淄博匠图控股股东 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"）的 有限合伙人淄博市财金控股集团有限公司（以下简称"淄博财金"）已将其持有 的淄博展恒 99%的基金份额完成转让。至此，上市公司的实际控制人变更为韩永 光先生。具体情况如下： 一、协议转让的基本情况 公司控股股东淄博匠图的控股股东淄博展恒的有限合伙人淄博财金拟将其 持有的淄博展恒 99%的基金份额转让给海南鹤平投资有限公司（以下简称"海南 鹤平"）。2025 年 8 月 25 日，淄博财金与海南鹤平签署了《基金份额转让协议》， 淄博财金将其持有的淄博展恒 99%的基金份额转让给海南鹤平，交易价格为 16.2 亿人民币，海南鹤平同意受让。本次交易完 ...

证券日报网讯 10月23日晚间，东杰智能发布公告称，公司（联合体牵头方）与石家庄一建建设集团有 限公司（联合体成员）组建的联合体作为承包人。与发包人衡阳华菱钢管有限公司签署了工程总承包合 同，合同总金额16，985万元人民币（含税）。本合同系日常经营性合同，无需提交公司董事会和股东 大会审议。 （文章来源：证券日报） ...

东杰智能公告，公司与石家庄一建建设集团有限公司组成联合体，与衡阳华菱钢管有限公司签署了工程 总承包合同，合同总金额1.7亿元人民币（含税），占公司2024年度经审计营业收入的21.04%。合同工 期预计为2026年6月1日具备配合生产线试运行能力，2026年8月1日前具备完整的周转能力。合同执行过 程中存在多方面不确定性和风险，敬请投资者注意投资风险。 ...

证券代码：300486 证券简称：东杰智能 公告编号：2025-135 东杰智能科技集团股份有限公司 关于签订合同的自愿性信息披露公告 本公司及监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： 1、合同的生效条件：合同由双方法定代表人或委托代理人签字并盖章后生 效。 2、合同总价（含税）人民币 16,985 万元，占公司 2024 年度经审计营业收 入的 21.04%。若项目能够顺利实施和验收，未来将会对公司经营业绩产生积极 影响，具体影响金额及影响时间将视合同履行的具体情况而定，以公司经审计 的定期报告为准。 3、合同执行过程中，存在法律、法规、政策、履约能力、技术、市场等方 面不确定性或风险，同时还可能面临外部宏观环境发生重大变化、突发意外事 件，以及其他不可抗力因素影响所带来的风险等。敬请广大投资者注意投资风 险。 一、合同签订情况 东杰智能科技集团股份有限公司（以下简称"公司"）（联合体牵头方） 与石家庄一建建设集团有限公司（联合体成员）组建的联合体作为承包人。与 发包人衡阳华菱钢管有限公司（以下简称"衡阳华菱"）签署了工程总承包合 同，合同总金额 ...

Core Viewpoint - The recent quarterly report of the Tongtai Industrial Upgrade fund reveals a significant recovery in fund size, but the reasons for net value growth remain ambiguous, raising concerns about compliance and risk management within the small fund company [1][3]. Fund Performance and Structure - The Tongtai Industrial Upgrade fund, established in March 2022, experienced a drastic decline in net value, dropping to around 0.6 yuan by Q3 2024. However, due to large redemptions and subsequent fees, the fund's net value saw an unusual single-day increase of 68.73% [2][3]. - By the end of Q3, the fund's net asset value reached 2.1425 yuan, marking a 30.65% increase, outperforming its benchmark return of 12.53%. The fund also saw a net subscription of 0.34 million shares, doubling its size to 4.39 million yuan [2][3]. Investment Strategy and Stock Selection - The fund has shifted its investment focus towards the robotics sector, particularly humanoid robots, which saw a nearly 30% increase in the index during Q3. The fund manager expressed intentions to continue investing in high-growth opportunities within this niche [5][6]. - The fund's top holding, Dongjie Intelligent, was added to the portfolio during Q3, accounting for 8.07% of the fund's net value. Despite a significant stock price increase of over 120% in recent months, the company faced regulatory scrutiny, receiving two warnings for financial reporting inaccuracies [6][7]. Broader Fund Management Trends - Other funds under Tongtai have also shifted towards niche sectors, but their performance has not improved significantly. For instance, the Tongtai Huize fund, which pivoted to the pet industry, saw its size shrink to 0.17 million yuan, with a year-to-date return of only 5.63% [8][9]. - The overall management scale of Tongtai funds is relatively small, with a total of 7.7 billion yuan, ranking 143rd in the industry. This raises questions about the strategic depth of their high-concentration and high-turnover investment approach [9][10].

Core Insights - The article discusses the recent performance and operational strategies of the Tongtai Industrial Upgrade Fund, which has shown a significant recovery in scale but remains under scrutiny for its ambiguous net value growth and investment decisions [1][3][4] Fund Performance - The Tongtai Industrial Upgrade Fund, established on March 24, 2022, experienced a drastic decline in net value, dropping to around 0.6 yuan before a surprising recovery due to large redemptions that inflated its net value by 68.73% in a single day [3][4] - As of the end of Q3, the fund's net asset value reached 2.1425 yuan, reflecting a growth of 30.65%, outperforming its benchmark by 12.53% [3][4] - The fund saw a net subscription of 0.34 million shares in Q3, doubling its size to 4.39 million yuan compared to the end of Q2 [4] Investment Strategy - The fund has shifted its investment focus towards the robotics sector, particularly humanoid robots, which saw a nearly 30% increase in the relevant index during Q3 [5][6] - The fund's top holding, Dongjie Intelligent, was added to the portfolio during this period, accounting for 8.07% of the fund's net value [5][6] Regulatory Concerns - Dongjie Intelligent faced two regulatory penalties during Q3 for inadequate financial disclosures, raising concerns about the fund's investment choices [8][9] - Despite these issues, the fund manager maintains that the company's fundamentals remain unaffected, although Dongjie Intelligent has reported consecutive losses and declining revenues in recent years [9][10] Broader Industry Trends - Other funds under Tongtai have also shifted towards niche sectors but have not seen significant improvements in performance or scale [10] - The overall management scale of Tongtai Fund is reported to be 7.7 billion yuan, ranking 143rd in the industry, indicating challenges in maintaining competitive performance [10][11]

Group 1 - The core viewpoint of the articles highlights the active performance of the Robot ETF (562500), which rose by 1.43% and showed a clear structural differentiation among its constituent stocks, with 62 stocks rising and 11 falling [1] - The trading volume of the Robot ETF reached approximately 9.04 billion yuan, with over 900 million shares traded, indicating a vibrant market activity [1] - A strategic cooperation framework agreement was signed between Yongmaotai and a leading domestic humanoid robot company to explore collaboration in the field of embodied intelligent robot actuators and joint components, aiming to set global industry standards [1] Group 2 - Open Source Securities predicts that humanoid robots will gradually achieve industrialization from 2024, with multiple global companies increasing their investments in this sector, thereby accelerating the industrialization process [2] - The humanoid robot industry shares significant overlaps with the smart electric vehicle sector, particularly in intelligent perception and motion control, which are similar to smart driving logic [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various sub-sectors such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robot industry chain [2]