9月9日，东杰智能跌5.04%，截至发稿，报23.36元/股，成交8.42亿元，换手率7.89%，总市值106.49亿 元。 资料显示，东杰智能科技集团股份有限公司位于山西省太原市中北高新技术产业开发区丰源路59号，成 立日期1995年12月14日，上市日期2015年6月30日，公司主营业务涉及智能物流输送系统、智能物流仓 储系统、智能停车库的研发设计、生产和销售;汽车智能涂装生产线领域。主营业务收入构成为：智能 物流仓储系统79.11%，智能生产系统18.51%，备件及其他1.67%，智能立体停车系统0.70%。 从东杰智能十大流通股东角度 天弘中证机器人ETF（159770）基金经理为刘笑明、祁世超。 截至发稿，刘笑明累计任职时间6年350天，现任基金资产总规模163亿元，任职期间最佳基金回报 56.82%， 任职期间最差基金回报-46.54%。 祁世超累计任职时间231天，现任基金资产总规模212.25亿元，任职期间最佳基金回报33.36%， 任职期 间最差基金回报4.17%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、 ...

东杰智能所属申万行业为：机械设备-自动化设备-其他自动化设备。所属概念板块包括：工业4.0、新型 工业化、新能源车、机器人概念、机械等。 截至8月20日，东杰智能股东户数4.61万，较上期增加94.14%；人均流通股9519股，较上期减少 42.97%。2025年1月-6月，东杰智能实现营业收入5.39亿元，同比增长24.90%；归母净利润594.54万元， 同比增长113.96%。 分红方面，东杰智能A股上市后累计派现5892.38万元。近三年，累计派现487.81万元。 机构持仓方面，截止2025年6月30日，东杰智能十大流通股东中，华夏中证机器人ETF（562500）位居 第四大流通股东，持股639.82万股，相比上期增加37.89万股。天弘中证机器人ETF（159770）位居第七 大流通股东，持股258.75万股，相比上期增加17.95万股。 9月9日，东杰智能盘中下跌2.03%，截至09:38，报24.10元/股，成交2.36亿元，换手率2.20%，总市值 109.86亿元。 资金流向方面，主力资金净流入690.25万元，特大单买入2246.85万元，占比9.51%，卖出2586.89万元， 占比1 ...

Group 1 - The company Dongjie Intelligent announced a mandatory redemption of its convertible bonds ("Dongjie Convertible Bonds") at a price of 100.95 yuan per bond, effective after the market closes on September 25, 2025 [2] - The current secondary market price of the Dongjie Convertible Bonds is significantly different from the redemption price, prompting the company to remind bondholders to convert their bonds within the specified period [2] - Investors who fail to convert their bonds in time may face potential losses, highlighting the importance of being aware of investment risks [2]

| | | 东杰智能科技集团股份有限公司 关于公司及子公司涉及第三人诉讼的进展公告 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、案件结果及对上市公司损益产生的影响：江苏省常州经济开发区人民法 院已作出原告撤诉的裁定，本次诉讼的裁定结果对上市公司损益不产生影响。 东杰智能科技集团股份有限公司（以下简称"公司"）于 2024 年 10 月收 到太原市中级人民法院送达的《应诉通知书》【(2024)晋 01 民 初 242 号】、 《举证通知书》【(2024)晋 01 民初 242 号】、《民事起诉状》， 原告姚卜文 对梁燕生、梁春生提起了诉讼。具体内容详见公司于 2024 年 10 月 18 日在巨 潮资讯网（http://www.cninfo.com.cn）上披露的《关于公司作为第三人涉及 诉讼的公告》（公告编号：2024-093）。 2024 年 12 月 26 日太原市中级人民法院出具的（2024）晋 01 民初 242 号《民 事裁定书》因梁燕生管辖异议成立，裁定驳回原告姚卜文的起诉。 公司于 2025 年 4 月收到江苏省常州经济开 ...

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： | 证券代码：300486 | 证券简称：东杰智能 | 公告编号：2025-111 | | --- | --- | --- | | 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 关于提前赎回东杰转债的第十四次提示性公告 1、"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 1%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公司深 圳分公司（以下简称"中国结算"）核准的价格为准。 11、根据安排，截至 2025 年 9 月 25 日收市后仍未转股的"东杰转债"将被 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。 2、赎回条件满足日：2025 年 8 月 19 日 3、停止交易日：2025 年 9 月 23 日 4、赎回登记 ...

Group 1 - The core point of the news is that Dongjie Intelligent experienced a decline of 5.09% in its stock price, reaching 24.80 yuan per share, with a trading volume of 1.425 billion yuan and a turnover rate of 12.19%, resulting in a total market capitalization of 11.305 billion yuan [1] - 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. The company specializes in the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, intelligent parking garages, and intelligent automotive painting production lines [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 multi-story parking systems 0.70% [1] Group 2 - Tianhong Fund has a presence among the top ten circulating shareholders of Dongjie Intelligent, with the Tianhong CSI Robot ETF (159770) increasing its holdings by 179,500 shares in the second quarter, totaling 2.5875 million shares, which represents 0.65% of the circulating shares. The estimated floating loss today is approximately 3.4414 million yuan [2] - The Tianhong CSI Robot ETF (159770) was established on October 26, 2021, with a current scale of 5.834 billion yuan. Year-to-date returns are 28.18%, ranking 1281 out of 4223 in its category; the one-year return is 76.93%, ranking 754 out of 3796; and since inception, the return is 3.06% [2] Group 3 - The fund managers of Tianhong CSI Robot ETF (159770) are Liu Xiaoming and Qi Shichao. As of the report, Liu Xiaoming has a cumulative tenure of 6 years and 349 days, with a total fund asset size of 16.3 billion yuan, achieving a best fund return of 56.82% and a worst return of -46.54% during his tenure [3] - Qi Shichao has a cumulative tenure of 230 days, managing a total fund asset size of 21.225 billion yuan, with a best fund return of 33.36% and a worst return of 4.17% during his tenure [3]

9月8日，东杰智能跌5.09%，截至发稿，报24.80元/股，成交14.25亿元，换手率12.19%，总市值113.05 亿元。 从东杰智能十大流通股东角度 截至发稿，华龙累计任职时间3年19天，现任基金资产总规模429.26亿元，任职期间最佳基金回报 96.99%， 任职期间最差基金回报-15.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，东杰智能科技集团股份有限公司位于山西省太原市中北高新技术产业开发区丰源路59号，成 立日期1995年12月14日，上市日期2015年6月30日，公司主营业务涉及智能物流输送系统、智能物流仓 储系统、智能停车库的研发设计、生产和销售;汽车智能涂装生产线领域。主营业务收入构成为：智能 物流仓储系统79.11%，智能生产系统18.51%，备件及其他1.67%，智能立体停车系统0.70%。 数据显示，华夏基金旗下1只基金位居东杰智能十大流通股东。华夏中证机器人ETF（562500）二季度 增持37.8 ...

Core Viewpoint - Dongjie Intelligent Technology Group Co., Ltd. has triggered the conditional redemption clause for its convertible bonds due to the stock price exceeding 130% of the conversion price for a specified period, leading to a decision to redeem the bonds early to reduce interest expenses and improve capital efficiency [2][6]. Group 1: Convertible Bond Redemption - The company will redeem the "Dongjie Convertible Bonds" at a price of 100.95 CNY per bond, including accrued interest, following the approval from the board of directors [1][7]. - The redemption is based on the condition that the company's stock price has been at or above 10.465 CNY (130% of the conversion price of 8.05 CNY) for at least 15 trading days within a 30-day period [2][6]. - The redemption process will be completed by October 13, 2025, with the redemption amount being transferred directly to the bondholders' accounts [7][8]. Group 2: Convertible Bond Issuance Details - The company issued 5.7 million convertible bonds at a face value of 100 CNY each, raising a total of 570 million CNY, with the bonds listed on the Shenzhen Stock Exchange on November 4, 2022 [3][4]. - The conversion period for these bonds is from April 20, 2023, to October 13, 2028 [3][4]. - The conversion price was adjusted from 8.06 CNY to 8.05 CNY per share effective July 14, 2023, due to profit distribution [5]. Group 3: Redemption Conditions and Procedures - The company has the right to redeem the bonds if the remaining unconverted bonds are less than 30 million CNY or if the stock price conditions are met [6]. - The accrued interest for the bonds is calculated based on the formula: IA = B × i × t / 365, resulting in approximately 0.95 CNY per bond for the current period [7]. - Bondholders are advised to consult their brokerage firms regarding the conversion process and to ensure that any pledged or frozen bonds are released before the conversion deadline [1][8].

证券日报网讯 9月5日晚间，东杰智能发布公告称，根据安排，截至2025年9月25日收市后仍未转股 的"东杰转债"，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。 （编辑 楚丽君） ...

Core Insights - The logistics capital market has seen significant recovery after a prolonged period of decline, with nearly 80% of the 25 logistics companies analyzed experiencing substantial market value restoration [1][3] - Notably, logistics technology companies have shown remarkable growth, with the total market value of logistics technology stocks increasing by over 64% year-to-date [9][12] - Despite the overall market recovery, some companies, particularly in the "Tongda" system, have faced declines in market value, highlighting the competitive pressures within the industry [3][6] Market Performance - Shentong Express has the highest market value increase among express companies at 64.3%, reaching a total market value of 25.3 billion yuan [3][5] - Jitu Express follows with a 55.95% increase, achieving a market value of 77.2 billion yuan, surpassing JD Logistics, which saw a slight decline of 0.78% to 76.1 billion yuan [3][5] - YTO Express and Debon Logistics also reported market value increases of 27.55% and 10.53%, respectively, while Zhongtong Express experienced a decline of 4.23% [4][5][6] Financial Performance - Jitu Express reported a total revenue of $5.5 billion for the first half of 2025, a 13.1% year-on-year increase, with a net profit of $160 million, up 147.1% [3][6] - Shentong Express achieved a revenue of 25.02 billion yuan, a 16.02% increase, with a net profit of 453 million yuan, up 3.73% [3][4] - SF Express maintained its position as the market leader with a market value of 210.2 billion yuan, reporting a revenue of 146.86 billion yuan, a 9.26% increase, and a net profit of 5.738 billion yuan, up 19.37% [6][8] Industry Trends - The logistics industry is experiencing a "反内卷" (anti-involution) trend, with companies adjusting pricing strategies to combat the long-standing issue of "volume-price inversion" [7][8] - The average revenue per package has declined across major express companies, contributing to lower profit margins [7][8] - The logistics technology sector is gaining attention, with companies like Dongjie Intelligent and Zhongyou Technology leading in market value growth, indicating a shift towards technological innovation in logistics [9][10][12]