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]

Core Viewpoint - Dongjie Intelligent experienced a 5.15% increase in stock price, reaching 20.63 CNY per share, with a trading volume of 1.19 billion CNY and a turnover rate of 1.24%, resulting in a total market capitalization of 9.844 billion CNY [1] Company Overview - Dongjie Intelligent Technology Group Co., Ltd. is located in Taiyuan, Shanxi Province, established on December 14, 1995, and listed on June 30, 2015. The company specializes in the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, and intelligent parking garages, as well as intelligent automotive painting production lines [1] - The revenue composition of the main business includes: intelligent logistics storage systems (79.11%), intelligent production systems (18.51%), spare parts and others (1.67%), and intelligent three-dimensional parking systems (0.70%) [1] Shareholder Information - Tianhong Fund has a presence among the top ten circulating shareholders of Dongjie Intelligent. The Tianhong CSI Robot ETF (159770) increased its holdings by 179,500 shares in the second quarter, holding a total of 2.5875 million shares, which accounts for 0.65% of the circulating shares. The estimated floating profit today is approximately 2.6134 million CNY [2] - The Tianhong CSI Robot ETF (159770) was established on October 26, 2021, with a current scale of 5.834 billion CNY. Year-to-date returns are 33.22%, ranking 1448 out of 4218 in its category; the one-year return is 52.69%, ranking 765 out of 3864; and since inception, the return is 7.11% [2]

Core Viewpoint - Dongjie Intelligent experienced a significant block trade on October 15, with a transaction volume of 2.7926 million shares and a transaction value of 55.8512 million yuan, indicating a premium of 1.94% over the closing price of the day [2] Summary by Category Block Trade Details - The block trade involved a transaction price of 20.00 yuan per share, with the buyer being CITIC Securities Co., Ltd. Zhejiang Branch and the seller being Dongya Qianhai Securities Co., Ltd. Zhejiang Branch [2] - In the last three months, Dongjie Intelligent has recorded a total of 2 block trades, with a cumulative transaction value of 59.154 million yuan [2] Stock Performance - On the same day, Dongjie Intelligent's closing price was 19.62 yuan, reflecting an increase of 3.43% [2] - The stock had a turnover rate of 4.40%, with a total trading volume of 402 million yuan and a net inflow of main funds amounting to 1.9911 million yuan [2] - Over the past five days, the stock has seen a cumulative decline of 9.59%, with total fund outflows of 220 million yuan [2]

关于终止东杰智能科技集团股份有限公司主体及"东杰转 债"债项评级的公告 信用评级公告【2025】0021 号 东杰智能科技集团股份有限公司(简称"东杰智能"或"公司")于2022年 10 月 14 日发行"东杰智能科技集团股份有限公司创业板向不特定对象发行可转 换公司债券"(简称"东杰转债")。2025年7月15日,广州普策信用评价有 限公司(简称"普策")出具了《东杰智能科技集团股份有限公司 2025 年主体 信用评级报告》和《东杰智能科技集团股份有限公司"东杰转债"2025 年信用 评级报告》,评定公司主体信用等级为 BBB+,评级展望为稳定,"东杰转债"的 债项信用等级为 BBB+。 2025年 10月 13日,公司发布《东杰智能科技集团股份有限公司关于东杰 转债赎回结果的公告》称,公司行使"东杰转债"的提前赎回权,对赎回登记日 登记在册的"东杰转债"全部赎回。截至 2025年 9 月 25 日(赎回登记日)收 市,"东杰转债"余额为1,323,900.00元(13,239张),占可转债发行总额的 0.2323%;共计支付赎回款 1,336,477.05元(不含赎回手续费),赎回款发放日 为 2025年 ...

| 证券代码：300486 | 证券简称：东杰智能 | 公告编号：2025-133 | | --- | --- | --- | | 债券代码：123162 | 债券简称：东杰转债 | | 东杰智能科技集团股份有限公司 关于东杰转债赎回结果的公告 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。 重要内容提示： 1、东杰转债赎回数量:13,239 张 一、可转换公司债券基本情况 （一）可转债发行情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意东杰智 能科技集团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〔2022〕1828 号）同意注册，公司于 2022 年 10 月 14 日向不特定对象发行 570.00 万张可转换公司债券，每张面值为人民币 100 元，募集资金总额为人民 币 57,000.00 万元。发行方式采用在股权登记日（2022 年 10 月 13 日，T-1 日） 收市后中国证券登记结算有限责任公司深圳分公司登记在册的原股东优先配售， 原股东优先配售后余额部分（含原股东放弃优先配售部分）通过深圳证券交易所 交易 ...