特别提示： 1、本订单的获取有助于进一步推动公司业务的拓展，巩固公司在智能物流 仓储领域以及海外区域的竞争优势，提升公司在国际市场的知名度和品牌影响力。 订单的实施预计将对公司未来的经营业绩产生积极作用。 2、公司境外全资子公司获取总金额 106,784,584.00 马来西亚林吉特的订单， 约合人民币 1.80 亿元，占公司 2024 年度经审计营业收入的 22.30%。 | 证券代码：300486 证券简称：东杰智能 公告编号：2025-130 | | --- | | 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 关于获得海外订单的自愿性信息披露公告 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。 3、订单执行过程中，存在法律、法规、政策、履约能力、技术、市场等方 面不确定性，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、订单概况 东杰智能科技集团股份有限公司（以下简称"公司"）境外全资子公司 Oriental Material Handli ...

Group 1 - The core viewpoint of the news is that Dongjie Intelligent experienced a decline in stock price, dropping by 5.06% to 24.20 CNY per share, with a trading volume of 1.399 billion CNY and a turnover rate of 12.23%, resulting in a total market capitalization of 11.031 billion CNY [1] - Dongjie Intelligent Technology Group Co., Ltd. is based in Taiyuan, Shanxi Province, and was established on December 14, 1995, with its listing date on June 30, 2015. The company specializes in the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, intelligent parking garages, and intelligent painting production lines for automobiles [1] - The revenue composition of Dongjie Intelligent is as follows: intelligent logistics storage systems account for 79.11%, intelligent production systems 18.51%, spare parts and others 1.67%, and intelligent three-dimensional parking systems 0.70% [1] Group 2 - From the perspective of the top ten circulating shareholders of Dongjie Intelligent, Huaxia Fund has increased its holdings in the Huaxia CSI Robot ETF (562500) by 378,900 shares in the second quarter, bringing the total to 6.3982 million shares, which represents 1.61% of the circulating shares. The estimated floating loss today is approximately 8.2537 million CNY [2] - The Huaxia CSI Robot ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY. Year-to-date returns are 42.25%, ranking 1147 out of 4220 in its category; the one-year return is 90.95%, ranking 685 out of 3824; and since inception, the return is 10.52% [2] - The fund manager of the Huaxia CSI Robot ETF is Hualong, who has been in the position for 3 years and 37 days, with a total fund asset scale of 42.926 billion CNY. The best fund return during the tenure is 105.43%, while the worst return is -15.08% [2]

Group 1 - The Ministry of Commerce has added three US entities, including Huntington Ingalls Industries, to the export control list and three others to the unreliable entity list [1] - The digital RMB international operation center has officially launched in Shanghai, introducing three major business platforms: cross-border digital payment, blockchain service, and digital asset platform [1] - The Ministry of Education and the State Administration for Market Regulation have issued guidelines for the procurement and acceptance management of bulk food ingredients in school canteens, requiring suppliers to have legal operating qualifications [1] Group 2 - The Chinese government is initiating a trade and investment barrier investigation against Mexico due to proposed increases in import tariffs on products from non-free trade partners, including China [1] - The China Foreign Exchange Trading Center announced improvements to the "Swap Connect" mechanism, including an increase in the daily net limit to 45 billion yuan starting October 13, 2025 [1] - The China Securities Investment Fund Industry Association reported that the net asset value of public funds in China has surpassed 36 trillion yuan, reaching a historical high of 36.25 trillion yuan as of August 2025 [1] Group 3 - Five A-share companies, including Pingmei Shenma and Yicheng New Energy, announced that the Henan provincial government will implement a strategic restructuring of two major energy groups, which will not significantly impact their operations [1] - Hanyu Pharmaceutical announced plans to raise no more than 968 million yuan for the research and development of Semaglutide, including domestic injectable and US oral formulations [1] - The financing prosperity index for small and micro enterprises in August 2025 was reported at 54.22 points, indicating a slight decline from July, with overall credit structure continuing to optimize [1] Group 4 - Non-coal Holdings plans to implement a strategic restructuring involving its controlling shareholder [6] - China Railway recently won bids for 11 major projects with a total bid amount of 50.215 billion yuan [6] - Ganfeng Lithium's subsidiary is increasing capital and introducing investors for its lithium battery business [6]

Group 1: Investment and Fundraising - Hanyu Pharmaceutical plans to raise no more than 968 million yuan for the development of semaglutide and other projects [1] - Ganfeng Lithium intends to introduce investors for a capital increase of up to 2.5 billion yuan [9] Group 2: Strategic Restructuring - Pingmei Shenma Holdings is undergoing a strategic restructuring as directed by the Henan provincial government, which will not affect the company's operations significantly [2][8] - Shennong Holdings is also involved in a strategic restructuring with no change in control or significant impact on operations [7][8] Group 3: Clinical Trials and Approvals - XinNuoWei's subsidiary received approval for clinical trials of a drug for treating mild Alzheimer's disease, marking a significant milestone in the development of biosimilar drugs [3] - Tainkang's subsidiary has received approval for clinical trials of CKBA cream for rosacea, a first-class innovative drug in China [4] - Baili Tianheng's drug, iza-bren, has been included in the list of breakthrough therapies, indicating its potential in treating advanced urinary tract cancer [5] Group 4: Contracts and Projects - Zhongyou Engineering signed an EPC contract worth 2.524 billion USD for a seawater pipeline project in Iraq, expected to positively impact future revenues [6]

Major Events - China Merchants Energy announced the delivery of two new vessels, including a 175,000 cubic meter LNG carrier "Haiyun" and an 82,000-ton bulk carrier "Mingfu," expanding its fleet to 27 LNG vessels and 103 bulk carriers, with 37 and 15 orders respectively [4][4] - Fangzheng Technology launched three AI English learning products, marking a strategic expansion into the emotional companionship and family smart education sectors for young children [5] - Saisir received approval from the China Securities Regulatory Commission to issue up to 331 million H-shares for listing on the Hong Kong Stock Exchange [6] Performance Forecasts - Jihong Co. expects a net profit of 209 to 222 million yuan for the first three quarters of 2025, representing a year-on-year increase of 55% to 65%, driven by the growth of cross-border social e-commerce and improved profitability in packaging [7] Major Contracts - State Grid Information Communication announced that its subsidiary won a procurement project from the State Grid Corporation worth 605 million yuan [8] - China Railway announced it has won 11 major engineering projects with a total bid price of approximately 50.215 billion yuan, accounting for 4.34% of its expected revenue for 2024 [9] - Dongjie Intelligent signed a framework agreement with Malaysian construction company PTTSG to develop automated warehousing facilities, with potential future contracts [10] Shareholding Changes - Milkway announced that its controlling shareholder and other stakeholders plan to reduce their holdings by up to 4.02% [12] Financing Activities - Pana Microelectronics plans to raise up to 699 million yuan through a private placement to fund various projects, including intelligent manufacturing upgrades and working capital [13]

Core Viewpoint - Dongjie Intelligent (300486.SZ) has signed a framework agreement with PTTSYNERGY GROUP BERHAD (PTTSG) and AUBO (Shandong) Intelligent Robot Co., Ltd. (AUBO) to explore the development of an automated warehousing facility with approximately 2 million pallet positions in Malaysia over the next five years [1] Group 1 - The framework agreement expresses the preliminary intention for cooperation, with low binding force on the parties involved [1] - The agreement indicates that if a formal contract is established, Dongjie Intelligent (Shandong) Co., Ltd. (OMH) will act as the main system integrator, providing complete equipment design, stacker manufacturing, and software and control system installation and debugging [1] - The installation and debugging of handling and stacking robots may be provided by AUBO, which is expected to account for only 8-10% of the contract amount [1] Group 2 - The reference amount for the agreement is 2 billion Malaysian Ringgit (RM2,000,000,000.00), approximately 3.3874 billion Chinese Yuan [1] - The final contract amount will be determined based on specific agreements reached by the parties involved [1]

Core Viewpoint - Dongjie Intelligent (300486.SZ) announced a framework agreement with PTT SYNERGY GROUP BERHAD (PTTSG) to develop approximately 2 million pallet positions for automated warehousing facilities in Malaysia over the next five years [1] Group 1: Agreement Details - Dongjie Intelligent's wholly-owned subsidiary, Dongjie Intelligent (Shandong) Co., Ltd. (OMH), will act as the main system integrator if a formal contract is established [1] - The agreement includes the design of complete equipment, manufacturing of stackers, and installation and debugging of software and control systems [1] - AUBO (Shandong) Intelligent Robot Co., Ltd. will potentially provide installation and debugging services for handling and stacking robots, which are expected to account for only 8-10% of the total contract value [1] Group 2: Partner Information - PTTSG is a Malaysian construction company focused on earthworks and infrastructure engineering, also venturing into automated and intelligent warehousing, as well as industrial and residential development [1] - AUBO is a wholly-owned subsidiary of AUBO (Beijing) Intelligent Technology Co., Ltd., with its actual controller, Chairman Han Yongguang, indirectly holding 7.1681% of AUBO Intelligent [1] Group 3: Strategic Implications - The signing of this agreement is beneficial for the company's overseas market expansion and strategic layout, aiming to secure more customer resources and business orders [1]

Core Insights - Dongjie Intelligent (300486) announced on September 25 that Malaysian construction company PTTSG intends to develop approximately 2 million pallet positions for automated warehousing facilities in Malaysia over the next five years [1] - Dongjie Intelligent (Shandong) Co., Ltd. (referred to as "OMH"), a wholly-owned subsidiary of Dongjie Intelligent, signed a framework agreement with PTTSG and AUBO (Shandong) Intelligent Robot Co., Ltd. (referred to as "AUBO") [1] - If a formal contract is established, OMH will act as the main system integrator, providing complete equipment design, stacker manufacturing, and installation and debugging of software and control systems [1] - The installation and debugging of handling and stacking robots will be considered for provision by AUBO, which is expected to account for only 8%-10% of the total contract value [1] - AUBO is a wholly-owned subsidiary of Aobo (Beijing) Intelligent Technology Co., Ltd. (referred to as "Aobo Intelligent"), with the actual controller and chairman Han Yongguang indirectly holding 7.17% of Aobo Intelligent's shares [1]

Core Viewpoint - Dongjie Intelligent (300486.SZ) has signed a framework agreement with PTTSYNERGY GROUP BERHAD (PTTSG) and AUBO (Shandong) Intelligent Robot Co., Ltd. (AUBO) to explore the development of an automated warehousing facility with approximately 2 million pallet positions in Malaysia over the next five years [1] Group 1 - The framework agreement expresses the preliminary intention for cooperation, with low binding force on the parties involved [1] - The agreement stipulates that any formal contracts must be signed based on the principles and regulations established in the framework agreement, but there is no obligation for any party to sign a formal contract [1] - If a formal contract is executed, OMH will act as the main system integrator, providing complete equipment design, stacker manufacturing, and installation and debugging of software and control systems [1] Group 2 - The installation and debugging of handling and stacking robots may be provided by AUBO, which is expected to account for only 8-10% of the contract amount [1] - The reference amount for this agreement is 2 billion Malaysian Ringgit (RM2,000,000,000.00), approximately 3.3874 billion RMB [1] - The final contract amount will be determined based on the specifics of the final agreements [1]

Core Viewpoint - Dongjie Intelligent (300486.SZ) announced a collaboration with PTT SYNERGY GROUP BERHAD (PTTSG) to develop approximately 2 million pallet positions for automated warehousing facilities in Malaysia over the next five years [1] Group 1: Partnership Details - Dongjie Intelligent's wholly-owned subsidiary, Dongjie Intelligent (Shandong) Co., Ltd. (OMH), signed a framework agreement with PTTSG and AUBO (Shandong) Intelligent Robot Co., Ltd. (AUBO) [1] - OMH will act as the main system integrator, providing complete equipment design, stacker manufacturing, and software and control system installation and debugging [1] - AUBO is expected to provide installation and debugging services for handling and stacking robots, which will account for approximately 8-10% of the total contract value [1] Group 2: Company Background - PTTSG is a Malaysian construction company focused on earthworks and infrastructure engineering, and is also an emerging real estate developer venturing into automation and intelligent warehousing, as well as industrial and residential development [1] - AUBO is a wholly-owned subsidiary of AUBO (Beijing) Intelligent Technology Co., Ltd., with its actual controller, Chairman Han Yongguang, indirectly holding 7.1681% of AUBO's shares [1] Group 3: Strategic Implications - The signing of this agreement is beneficial for the company's overseas market expansion and strategic layout, aiming to secure more customer resources and business orders [1]