Core Viewpoint - Dongjie Intelligent (300486) has signed a procurement and construction contract with Henan Jiyuan Steel Group Co., Ltd. for a total amount of 50 million yuan, which accounts for 6.19% of the company's audited revenue for 2024 [1] Group 1 - The contract is classified as a routine operational contract and does not require approval from the company's board of directors or shareholders [1]

东杰智能公告，公司与河南济源钢铁(集团)有限公司签订了工程设备材料采购、建设施工合同，合同总 金额5000万元人民币，占公司2024年度经审计营业收入的6.19%。合同内容包括立体库设备供货和施 工，交货方式为汽运至需方指定位置，验收方式为按技术协议要求共同验收。合同的履行对公司业务独 立性无重大影响，不会因履行该合同对上述合同当事人产生依赖。 ...

| 证券代码：300486 | 证券简称：东杰智能 | 公告编号：2025-131 | | --- | --- | --- | | 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 关于签订合同的自愿性信息披露公告 1、合同的生效条件：自双方签字盖章之日起生效。 2、本合同总价为人民币 5,000 万元，占公司 2024 年度经审计营业收入的 6.19%。本合同签订是公司在钢铁行业业务拓展的又一重要项目，有利于提升公 司在钢铁行业的竞争力及品牌影响力，巩固公司在智能物流仓储领域的竞争优势， 为后续相关领域的市场拓展起到积极的作用。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、合同签署概况 东杰智能科技集团股份有限公司（以下简称"公司"）与河南济源钢铁(集 团)有限 ...

Core Viewpoint - The Shanxi sector showed strong performance on October 9, with the sector index rising by 1.77%, driven mainly by resource stocks, although there was significant divergence among individual stocks [1] Individual Stock Performance - Northern Copper was the leading stock on October 9, hitting the daily limit and achieving a final increase of 10.03%, marking a cumulative rise of over 15% over two trading days [1] - Huaxiang Co. also performed well, with a rise of 5.09% compared to the previous trading day [1] - On the downside, Dongjie Intelligent was the biggest loser, with a decline of 4.42%, and has seen a cumulative drop of 20.02% over four consecutive trading days [1] - Other declining stocks included Dayu Biological, Jinbo Biological, Keda Control, and Shanxi Fenjiu, with respective declines of 4.19%, 3.12%, 2.89%, and 1.87% [1] Market Overview - On October 9, all three major indices rose collectively, with the Shenzhen Component Index increasing by 1.47%, the Shanghai Composite Index by 1.32%, and the ChiNext Index by 0.73% [1] - The Shanxi sector index outperformed the three major indices, indicating a strong market performance [1]

Core Viewpoint - Dongjie Intelligent (300486) reported that as of September 19, 2025, the number of shareholders holding company shares (consolidated) is 39,188 households [1] Summary by Category - **Company Information** - Dongjie Intelligent has a total of 39,188 shareholders as of the specified date [1]

Core Viewpoint - Dongjie Intelligent's stock price has shown significant volatility, with a year-to-date increase of 217.69% but a recent decline in the last five and twenty trading days [1][2]. Company Overview - Dongjie Intelligent Technology Group Co., Ltd. is located in Taiyuan, Shanxi Province, and was established on December 14, 1995, with its listing date on June 30, 2015 [1]. - The company specializes in the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, intelligent parking garages, and automotive intelligent coating production lines [1]. Financial Performance - For the first half of 2025, Dongjie Intelligent achieved operating revenue of 539 million yuan, representing a year-on-year growth of 24.90%, and a net profit attributable to shareholders of 5.95 million yuan, up 113.96% year-on-year [2]. - The company has distributed a total of 58.92 million yuan in dividends since its A-share listing, with 4.88 million yuan distributed over the past three years [3]. Shareholder Information - As of August 20, 2025, the number of shareholders for Dongjie Intelligent increased to 46,100, a rise of 94.14% from the previous period, while the average circulating shares per person decreased by 42.97% to 9,519 shares [2]. - The top ten circulating shareholders include notable ETFs, with Huaxia CSI Robot ETF holding 6.40 million shares, an increase of 379,000 shares from the previous period [3].

Core Insights - The Shanxi sector showed a slight increase of 0.02% on September 29, with a total transaction volume of 13.355 billion [1] - Coal-related stocks, including Shanxi Coking Coal, Shanxi Coking, and Jinkong Coal, exhibited weak performance [1] Individual Stock Performance - Keda Control was the top performer in the Shanxi sector, rising by 5.88% [1] - Other notable gainers included Shanxi Securities (3.49%), Taiyuan Iron & Steel (2.33%), Tongde Chemical (2.22%), and Northern Copper (2.17%) [1] - Dongjie Intelligent led the declines with a drop of 7.16%, marking its second consecutive day of leading losses, totaling a 13.44% decline [1] - Shanxi Coking Coal and Taiyuan Heavy Industry also experienced declines of over 2%, with decreases of 2.52% and 2.21% respectively [1] Market Overview - On the same day, the three major indices collectively rose, with the Shenzhen Component Index increasing by 2.05%, the Shanghai Composite Index by 0.90%, and the ChiNext Index by 2.74% [1] - Despite the overall upward trend in the Shanxi sector, its 0.02% increase was relatively weak compared to the gains of the three major indices, indicating insufficient upward momentum [1]

Group 1 - Baiyun Airport announces joint investment with China Duty Free Group to establish a duty-free company with a registered capital of 45 million yuan, where China Duty Free Group holds 51% [3] - Dongxing Medical plans to acquire 90% stake in Wuhan Yijiaobao, a high-tech company focused on orthopedic and biomedical materials [4] - Fosun Pharma's subsidiary plans to transfer 100% stake in Shanghai Clone to enhance asset operation efficiency, with a transaction value of up to 1.256 billion yuan [5] Group 2 - Hengxing Technology's subsidiary is awaiting approval for the extension of mining license for Longtoushan Gold Mine, with exploration activities ongoing [6] - New Sai Co. announces resignation of its general manager Chen Jianjiang due to work adjustments [7] - Hailiang Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange, with details yet to be finalized [8] Group 3 - Zhejiang University Network plans to sell 48.6 million shares of Wanliyang, expecting a transaction amount of 475 million yuan [9] - Huazhong Precision terminates the issuance of A-shares to specific targets, affecting a control acquisition [10] - Jiaze New Energy states that its green chemical business is not yet commercially viable, with no significant impact on revenue or profit in the short term [11] Group 4 - Hailan Home plans to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with intermediaries [12] - Hongfuhang intends to invest up to 1.128 billion yuan in a joint venture to build a photovoltaic energy storage project in Congo [13] - Zhongchuang Zhiling plans to invest 5 billion yuan in a new energy vehicle parts industrial base and R&D center [14] Group 5 - Haitai Development's subsidiary signs a property sale contract worth 440 million yuan, expected to increase profits by approximately 62.86 million yuan in 2025 [15] - Dongjie Intelligent's overseas subsidiary secures a procurement order worth approximately 180 million yuan, representing 22.3% of its audited revenue for 2024 [17] - Zhiguang Electric's subsidiary signs a procurement contract worth 164 million yuan for energy storage systems [18] Group 6 - ST Songfa's subsidiary signs a shipbuilding contract for four VLCCs, with a contract value between 400 million to 600 million USD [19] - Huaguang Huaneng signs a sales contract for waste heat boilers worth 160 million yuan for a power plant project in Cambodia [20] - Yousheng Co. receives a project notification from a German automaker, with total sales expected to reach approximately 2.3 billion yuan [24] Group 7 - Zai Sheng Technology's controlling shareholder plans to reduce holdings by up to 3% [25] - Compton plans to reduce holdings of repurchased shares by up to 1% [26] - Aored plans to reduce holdings of repurchased shares by up to 1.29% [27] Group 8 - Xianhe Co. plans to raise up to 3 billion yuan through a private placement for a new materials project [34] - Guanshi Technology plans to raise up to 700 million yuan for photomask manufacturing and other projects [33] - Beilu Pharmaceutical plans to raise up to 300 million yuan for production facility upgrades and working capital [34]

Major Events - Baiyun Airport announced a joint investment with China Duty Free Group to establish a duty-free company at Guangzhou Baiyun Airport with a registered capital of 45 million yuan, where China Duty Free will contribute 22.95 million yuan for a 51% stake [4] - Dongxing Medical plans to acquire 90% of Wuhan Yijiaobao's equity for cash, which is expected to constitute a major asset restructuring [5] - Fosun Pharma's subsidiary is planning to transfer 100% of Shanghai Clon to enhance asset operation efficiency, with a transaction value of up to 1.256 billion yuan [7] - Hengxing Technology's subsidiary is undergoing a review for the extension of mining license for Longtoushan Gold Mine, with exploration activities ongoing [8] - New Sai Co.'s general manager Chen Jianjiang resigned due to work adjustments [9] - Hailiang Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange, with details yet to be finalized [10] - Zhejiang University Net announced plans to sell 48.6 million shares of Wanliyang, expecting a transaction amount of 475 million yuan [11] - Huazhong Precision terminated its plan to issue A-shares to specific investors, which also halts the acquisition of control by a third party [12] - Jiazhe New Energy stated that its green chemical business is not yet commercially viable [13] Significant Contracts - Haitai Development's subsidiary signed a property sale contract worth 440 million yuan, expected to increase profits by approximately 62.86 million yuan in 2025 [18] - Dongjie Intelligent's overseas subsidiary received a procurement order worth approximately 180 million yuan, accounting for 22.3% of the company's audited revenue for 2024 [19][20] - Zhiguang Electric's subsidiary signed a procurement contract worth 164 million yuan for energy storage systems [21] - ST Songfa's subsidiary signed contracts for building four oil tankers, with a total value between 400 million to 600 million USD [22] - Huaguang Huaneng signed a sales contract for waste heat boilers worth 160 million yuan for a power plant project in Cambodia [23] - Keda Intelligent plans to issue H-shares and list on the Hong Kong Stock Exchange, with details still under discussion [24] Shareholding Changes - Zai Sheng Technology's controlling shareholder plans to reduce holdings by up to 3% [28] - Compton plans to reduce up to 1% of its repurchased shares [29] - Aorede plans to reduce up to 1.29% of its shares from the repurchased stock [30] - Yidian Tianxia's controlling shareholder plans to reduce up to 3% of its shares [31] - Huace Film's shareholders plan to transfer 3.6% of the company's shares through an inquiry transfer [32] Buybacks and Financing - Qibin Group obtained a special financing support of up to 90 million yuan for share repurchase [33] - CanSino plans to cancel 406,100 repurchased shares and reduce registered capital accordingly [35] Fundraising Initiatives - Xianhe Co. plans to raise up to 3 billion yuan through a private placement for a high-performance paper-based new materials project [36] - Guanshi Technology plans to raise up to 700 million yuan for photomask manufacturing and other projects [37] - Beilu Pharmaceutical plans to raise up to 300 million yuan for production line upgrades and working capital [38]

Joint Ventures and Investments - Baiyun Airport announced a joint investment with China Duty Free Group to establish a duty-free company with a registered capital of 45 million yuan, where China Duty Free Group holds a 51% stake [3] - Dongxing Medical plans to acquire 90% of Wuhan Yijiaobao Biological Materials Co., a high-tech enterprise focused on orthopedic and biomedical materials [4] - Fosun Pharma's subsidiary is planning to transfer 100% of Shanghai Cloning's equity to enhance asset operation efficiency, with a transaction value of up to 1.256 billion yuan [5] Corporate Actions - New Sai Co. announced the resignation of its director and general manager, Chen Jianjiang, due to work adjustments [7] - Hailiang Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with intermediaries [8] - Zhejiang University Network New plans to sell 48.6 million shares of Wanliyang, expecting a transaction amount of 475 million yuan [9] Contracts and Orders - Haitai Development's subsidiary signed a property sale contract worth 440 million yuan, expected to increase the company's profit by approximately 62.86 million yuan in 2025 [12] - Dongjie Intelligent's overseas subsidiary received a procurement order worth approximately 180 million yuan, accounting for 22.3% of the company's audited revenue for 2024 [13] - Zhiguang Electric's subsidiary signed a procurement contract worth 164 million yuan for high-voltage energy storage systems [14] - ST Songfa's subsidiary signed contracts for the construction of four oil tankers, with a total contract value between 400 million to 600 million USD [15] - Huaguang Huaneng signed a sales contract for waste heat boilers worth 160 million yuan for a power plant project in Cambodia [16] Regulatory and Compliance - Jingliang Holdings received an administrative regulatory decision from Hainan Securities Regulatory Bureau for violations related to trade activities, involving an income amount of 299 million yuan [18] Shareholder Actions - Zaiseng Technology's controlling shareholder plans to reduce its stake by up to 3%, amounting to approximately 30.9 million shares [20] - Compton plans to reduce its repurchased shares by up to 1%, totaling approximately 2.5644 million shares [21] Financing Activities - Qibin Group obtained a special financing support of up to 90 million yuan for share repurchase from Industrial and Commercial Bank of China [23] - Xianhe Co. plans to raise up to 3 billion yuan through a private placement for a high-performance paper-based new materials project [25]