Market Overview - On June 23, 2025, the Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) closed down 0.72%, with leading declines from Hengxuan Technology down 5.46%, Lanke Technology down 4.36%, and Stone Technology down 3.62% [1] - The Robotics ETF (562500) closed up 0.50%, with East杰智能 leading gains at 10.47%, Tianzhihang up 7.27%, and Kuaike Intelligent up 3.04% [1] - The trading volume for the day was 359 million yuan, making it the most active ETF in its category, indicating good liquidity [1] Key Developments - Huawei and Softcom Power are collaborating to develop humanoid robots for manufacturing scenarios, focusing on general humanoid applications and 3C manufacturing [2] - KPMG's 2025 China Banking Industry Survey Report indicates that the banking sector is leading in the application of large models, with significant efficiency improvements and innovations across various banking operations [2] - Galaxy General announced the completion of a new financing round of 1.1 billion yuan, marking the largest single financing in the field of embodied large model robots, with total financing exceeding 2.4 billion yuan over two years [2] Institutional Insights - China Galaxy Securities states that A-shares are currently at a historical average valuation, relatively low compared to mature overseas markets, suggesting high investment value [3] - The report anticipates a stable upward trend for A-shares in the second half of 2025, driven by policy support and capital inflows, while cautioning about external uncertainties and domestic economic recovery [3] - The focus on technology innovation is highlighted as a core driver for A-share supply-side reform, with recommendations to pay attention to AI computing, AI applications, embodied intelligence, and innovative pharmaceuticals [3] ETF Highlights - The Robotics ETF (562500) is noted as the only ETF in the market with over 10 billion yuan in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is described as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and small to mid-cap elasticity [4]

| 证券代码：300486 | 证券简称：东杰智能 | 公告编号：2025-060 | | --- | --- | --- | | 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 2、股东本次减持前后持股情况 | | | 本次变动前持有股份 | | 本次变动后持有股份 | | | --- | --- | --- | --- | --- | --- | | 股东名称 | 股份性质 | 股数(股) | 占总股本 | 股数(股) | 占总股本比 | | | | | 比例 | | 例 | | | 合计持有股 份 | 12,888,520 | 3.16% | 9,174,320 | 2.25% | | --- | --- | --- | --- | --- | --- | | 王志 | 其中：无限 售条件股份 | 12,888,520 | 3.16% | 9,174,320 | 2.25% | | | 有限售条件 | 0 | 0 | 0 | 0 | | | 股份 | | | | | 关于股东减持计划实施完成的公告 公司股东王志先生保证向公司提供的信息内容真实、准确、完整，没有虚假记 ...

| 证券代码：300486 | 证券简称：东杰智能 | 公告编号：2025-059 | | --- | --- | --- | | 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（以下简称"公司"）在兴业银行股份有限 公司太原分行取得 3000 万元综合授信额度。公司之全资子公司太原东杰装备有 限公司（以下简称"东杰装备"）与兴业银行股份有限公司太原分行签订了最高 额保证合同，对上述授信提供连带责任保证。具体情况如下： 一、担保情况概述 公司于 2025 年 5 月 14 日召开了 2024 年度股东大会，审议通过了《关于公 司及子公司向银行申请综合授信额度及担保事项的议案》，为满足生产经营需要， 公司及公司合并报表范围内的子公司预计 2025 年度向银行等金融机构申请不超 过 15 亿元人民币的综合授信额度（在不超过该额度范围内，最终以各银行等金 融机构实际核准的信用额度为准），期限自公司 2024 年度股东大会审批批准之日 起至 2025 年度股东大会召开之日止，具体授信以公司与相关银行等金融机构实 际签署为准，在上述额度范围内（包括但不限于授信、借款、抵押、融资等） ...

根据相关法规规定及中证鹏元评级业务相关制度，经中证鹏元证 券评级评审委员会审议，决定终止对东杰智能及"东杰转债"的跟踪 评级，原评级有效期截至 2025 年 6 月 12 日止，上述评级将不再更新。 特此公告。 中证鹏元资信评估股份有限公司 二〇二五年六月十二日 中证鹏元公告【2025】279 号 中证鹏元关于终止"东杰智能科技集团股份有限公司主体及 相关债项信用评级"的公告 东杰智能科技集团股份有限公司（以下简称"东杰智能"）于 2022 年 10 月 14 日发行"2022 年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"（以下简称"东杰转债"）， 期限为 6 年。 中证鹏元资信评估股份有限公司（以下简称"中证鹏元"）于 2025 年 4 月 29 日对东杰智能及"东杰转债"进行了评级，评级结果 为：东杰智能主体信用等级为 BBB+，评级展望为稳定，"东杰转债" 信用等级为 BBB+。 2025 年 6 月 6 日，东杰智能向中证鹏元出具了《东杰智能科技 集团股份有限公司关于终止主体及相关债券跟踪评级的告知函》，来 函告知，基于东杰智能后续评级需求及业务安排，东杰智能决定终止 中证鹏 ...

股票代码：300486 股票简称：东杰智能 债券代码：123162 转债简称：东杰转债 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 2025 年度第一次临时受托管理事务报告 债券受托管理人 第一创业证券承销保荐有限责任公司 （北京市西城区武定侯街6号卓著中心10层） 二〇二五年六月 1 重要声明 本报告依据《可转换公司债券管理办法》（以下简称"《管理办法》"）、《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受托管 理协议》（以下简称"《受托管理协议》"）、《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募集说明书》（以下简称"《募集说明 书》"）等相关公开信息披露文件、第三方中介机构出具的专业意见以及发行人 出具的相关说明和提供的相关资料等，由本次债券受托管理人第一创业证券承 销保荐有限责任公司（以下简称"一创投行"）编制。一创投行对本报告中所包 含的从上述文件中引述内容和信息未进行独立验证，也不就该等引述内容和信 息的真实性、准确性和完整性做出任何保证或承担任何责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相 关事宜做出独立 ...

| 证券代码：300486 | 证券简称：东杰智能 | 公告编号：2025-058 | | --- | --- | --- | | 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 东杰智能科技集团股份有限公司（以下简称"公司"）近日取得中华人民共 和国国家知识产权局颁发的 3 项专利证书，具体情况如下： | 专利名称 | 专利号 | 专利申请日 | | | 授权公告日 | | 专利类型 | | --- | --- | --- | --- | --- | --- | --- | --- | | 一种汽车涂装电泳橇体上的 车身锁紧机构 | ZL 2024 2 1935142.2 | 2024 年 12 日 | 8 月 | 2025 10 日 | 年 | 6 月 | 实用新型 | | 一种四点吊带式移行升降吊 具机构 | ZL 2024 2 1935228.5 | 2024 年 12 日 | 8 月 | 2025 10 日 | 年 | 6 月 | 实用新型 | | 一种通用型电池包转运托盘 | ZL 2024 2 1935324.X | 2024 年 12 日 | 8 月 | ...

| | | 经深圳证券交易所同意，公司本次发行的可转换公司债券于 2022 年 11 月 4 日起在深圳证券交易所挂牌交易，债券代码"123162"，债券简称"东杰转债"。 公司委托中证鹏元资信评估股份有限公司（以下简称"中证鹏元"）为"东杰 转债"进行信用评级及后续年度跟踪评级。 鉴于公司业务发展需要，经公司与中证鹏元友好协商，决定于 2025 年 6 月 6 日起不再委托中证鹏元开展"东杰转债"的后续年度跟踪评级服务。公司拟委 托广州普策信用评价有限公司（以下简称"广州普策"）对"东杰转债"（债 券代码：123162）进行跟踪信用评级。 二、本次变更信用评级机构的审议流程 根据《中华人民共和国证券法》《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募集说明书》《公司章程》及相关法律法规 的规定，本次信用评级机构变更事项无需经"东杰转债"债券持有人会议及公 司董事会审议。该事项已履行公司内部审批程序。 东杰智能科技集团股份有限公司 关于变更"东杰转债"信用评级机构的公告 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。 一、本次信用评级机构 ...

Market Overview - The Shanghai Composite Index closed at 3346.84 points, slightly above the half-year line, with a change of -0.05% [1] - The total trading volume of A-shares reached 10338.72 billion yuan [1] Stocks Performance - A total of 231 A-shares have surpassed the half-year line, with notable stocks showing significant deviation rates [1] - Stocks with the highest deviation rates include: - Junyao Health: 9.37% - Guangsha Environmental Energy: 8.42% - Longzhou Co., Ltd.: 7.79% [1] - Stocks with lower deviation rates that just crossed the half-year line include: - Wantai Biological Pharmacy: 6.51% - Huatai Securities: 6.40% - Jiayuan Technology: 6.17% [1] Notable Stocks - The top three stocks with the highest daily increase: - Junyao Health: +10.08% - Guangsha Environmental Energy: +9.23% - Longzhou Co., Ltd.: +10.02% [1] - The trading turnover rates for these stocks were also significant, with Guangsha Environmental Energy at 7.92% and Longzhou Co., Ltd. at 8.30% [1] Additional Stocks Data - Other notable stocks with their respective performance: - Huachang Communication: +19.99% with a turnover rate of 12.90% - Huali Technology: +7.44% with a turnover rate of 13.05% [1] - The data indicates a healthy trading environment with several stocks showing strong performance above the half-year line [1]

Group 1: Financial Performance and Challenges - The company reported a decline in performance over the past two years, with losses in 2024 attributed to reduced demand from downstream customers, intensified industry competition, and project cost overruns [4] - Despite significant operational pressures, the company improved its net cash flow from operating activities by 65.19% year-on-year, demonstrating strong risk management capabilities [4] - The company has a sufficient order backlog and aims to enhance project delivery and customer satisfaction in 2025 [5] Group 2: Strategic Initiatives and Market Expansion - In 2024, the company achieved significant breakthroughs in international market expansion, signing overseas framework agreements or orders totaling nearly 1.5 billion yuan [10] - The company plans to further increase its overseas business share and enhance brand influence globally, focusing on stable domestic markets and accelerated overseas layouts [10] - The company is committed to integrating advanced technologies such as 5G, big data, and AI into its smart logistics solutions to improve production efficiency [9] Group 3: Corporate Governance and Value Management - The company has established a market value management system to actively promote performance and market capitalization enhancement [6] - The board of directors has implemented a value management strategy that includes mergers and acquisitions to expand business and transform operations [11] - The company emphasizes transparency and timely disclosure of information that may significantly impact its market value or investment decisions [11]

Group 1 - The China Securities Robot Index decreased by 0.50% as of May 21, 2025, with mixed performance among constituent stocks, including Xunbang Intelligent reaching a 20% limit up and Dongjie Intelligent rising by 3.67% [1] - The Robot Index ETF (159526) has seen a cumulative increase of 9.45% over the past month, ranking first among comparable funds [1] - The Robot Index ETF recorded a turnover rate of 3.18% during trading, with a transaction volume of 17.47 million yuan, and an average daily transaction volume of 39.89 million yuan over the past week, ranking in the top three among comparable funds [3] Group 2 - The Robot Index ETF has experienced a significant growth of 127 million yuan in scale over the past three months, ranking in the top three among comparable funds [3] - The ETF's share count increased by 37.4 million shares over the past six months, also ranking in the top three among comparable funds [3] - The latest financing buy-in amount for the Robot Index ETF reached 1.37 million yuan, with a financing balance of 12.27 million yuan [3] Group 3 - Tesla's Optimus showcased its capabilities in California, demonstrating applications such as dancing, with the company stating that the robot learned in a simulated environment without additional real data adjustments [4] - Elon Musk mentioned at the Saudi-US Investment Forum that the number of humanoid robots could eventually reach hundreds of billions, potentially transforming the global economy [4] - Minsheng Securities reported that humanoid robot technology is rapidly evolving, becoming a new frontier in technological competition and a key driver for future industries and economic development [4]