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]

| 证券代码：300486 | 证券简称：东杰智能 | 公告编号：2025-129 | | --- | --- | --- | | 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 关于签订框架协议的公告 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。 特别提示： 1、本次签订框架协议仅为表达初步合作意愿，框架协议对各方的约束力较 低，所涉事项需由协议各方根据协议确定的原则和相关规定，另行签署正式合同， 但三方均无义务签署任何正式合同。 2、2024 年度公司与 PTTSG 的控股子公司 PTT LOGISTICS SDN BHD 签订的订 单共计实现收入 5,265.21 万元，占同期收入总额的 6.52%，业务量较少。框架 协议能否落地并形成收入存在重大不确定性，并且正式合同的签订时间、合同金 额、实际执行金额及款项回收等事项均存在重大不确定性。敬请广大投资者理性 决策，注意投资风险。 3、即便后续签署正式合同，在执行过程中，仍存在法规政策、履约能力、 技术、价格变化、汇率波动等方面不确定性，同时还可能面临外部宏观环境发 ...

Core Points - Dongjie Intelligent announced that the last conversion date for "Dongjie Convertible Bonds" is September 25, 2025, and those not converted by the market close will be forcibly redeemed at 100.95 CNY per bond (including tax) [1] - As of the announcement, there is only half a trading day left until the redemption date on September 26, 2025 [1] - The company's stock triggered conditional redemption clauses between July 30 and August 19, 2025 [1] - "Dongjie Convertible Bonds" were issued in October 2022, with a conversion period from April 20, 2023, to October 13, 2028, and the current conversion price is 8.05 CNY per share [1] - Investors need to open a ChiNext account to convert the bonds, and failure to convert in time may result in losses [1]

Group 1 - The core viewpoint of the news is that Dongjie Intelligent has seen a significant increase in its stock price, rising by 5.06% to 25.12 CNY per share, with a trading volume of 808 million CNY and a turnover rate of 7.51%, resulting in a total market capitalization of 11.451 billion CNY [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 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 - Among the top ten circulating shareholders of Dongjie Intelligent, a fund under 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 profit today is approximately 7.7418 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, it has achieved a return of 41.91%, ranking 1137 out of 4220 in its category; over the past year, it has returned 90.47%, ranking 692 out of 3820; and since its inception, it has returned 10.26% [2]

Group 1 - Changgao Electric New Energy has won bids in the 60th and 61st procurement batches from State Grid Corporation of China, with its subsidiaries securing contracts worth approximately 313 million yuan, accounting for 17.77% of the company's audited consolidated revenue for 2024 [1] - Dongjie Intelligent's convertible bonds will stop conversion after the market closes on September 25, 2025, and remaining bonds will be forcibly redeemed at a price of 100.95 yuan per bond, potentially leading to losses for investors [1]

Group 1 - Changgao Electric New Energy's subsidiaries won bids in the National Grid's procurement announcements, totaling approximately 313 million yuan, which accounts for 17.77% of the company's audited consolidated revenue for 2024 [1][1][1] - The subsidiaries involved include Hunan Changgao Electric Co., Hunan Changgao High Voltage Switch Co., Hunan Changgao Senyuan Power Equipment Co., and Hunan Changgao Complete Electrical Equipment Co., focusing on products such as combined electrical devices, isolating switches, and switchgear [1][1][1] Group 2 - Dongjie Intelligent's convertible bonds will stop conversion after the market closes on September 25, 2025, and remaining bonds will be forcibly redeemed at a price of 100.95 yuan per bond, which may lead to potential losses for investors [1][1][1]

| 证券代码：300486 | 证券简称：东杰智能 | 公告编号：2025-128 | | --- | --- | --- | | 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 关于东杰转债即将停止转股暨赎回前最后半个交易日的重要提 示性公告 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： 4、赎回登记日：2025 年 9 月 25 日 5、赎回日：2025 年 9 月 26 日 1、最后转股日：2025 年 9 月 25 日 因"东杰转债"已停止交易，本公司特提醒投资者在期限内转股。2025 年 9 月25 日为"东杰转债"最后一个转股日，当日收市前，持有"东杰转债"的 投资者仍可进行转股。2025 年 9 月 25 日收市后，仍未实施转股的"东杰转 债"将停止转股，剩余可转债将按照 100.95 元/张（含税）的价格强制赎回。 若被强制赎回，投资者可能面临损失，敬请投资者注意投资风险。 截至本公告披露时，距离"东杰转债"赎回日（2025 年9 月26 日）仅剩下半 个交易日。 2、债券持有人若转股，需 ...

东杰智能科技集团股份有限公司 关于东杰转债即将停止转股暨赎回前最后一个交易日的重要提 | 证券代码：300486 | 证券简称：东杰智能 | 公告编号：2025-127 | | --- | --- | --- | | 债券代码：123162 | 债券简称：东杰转债 | | 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： 因"东杰转债"已停止交易，本公司特提醒投资者在期限内转股。2025 年 9 月25 日为"东杰转债"最后一个转股日，当日收市前，持有"东杰转债"的 投资者仍可进行转股。2025 年 9 月 25 日收市后，仍未实施转股的"东杰转 债"将停止转股，剩余可转债将按照 100.95 元/张（含税）的价格强制赎回。 若被强制赎回，投资者可能面临损失，敬请投资者注意投资风险。 截至2025 年9 月24 日收市后，距离"东杰转债"赎回日（2025 年9 月26 日） 仅剩下 1 个交易日。 示性公告 2、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股 票适当性管理要求的，不能将所持"东杰转债"转换为股票，特提请投资者 关注不 ...

Group 1: Market Performance - The automation equipment sector rose by 1.72% on September 24, with Boke Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Group 2: Individual Stock Performance - Boke Co., Ltd. (688160) closed at 109.10, up 14.07% with a trading volume of 48,200 shares [1] - Shitian Technology (6888899) closed at 45.82, up 13.73% with a trading volume of 299,400 shares [1] - Jingye Intelligent (688290) closed at 74.48, up 12.85% with a trading volume of 49,400 shares [1] - Other notable performers include Zhongkong Technology (688777) up 7.73% and Weichuang Electric (688698) up 7.40% [1] Group 3: Capital Flow - The automation equipment sector saw a net inflow of 531 million yuan from institutional investors, while retail investors experienced a net outflow of 3.6 million yuan [5] - Major stocks like Huichuan Technology (300124) had a net inflow of 149.6 million yuan from institutional investors [5] - Weichuang Electric (688698) recorded a net inflow of 118 million yuan from institutional investors [5] Group 4: ETF Performance - The Food and Beverage ETF (product code: 515170) decreased by 3.49% over the last five days, with a net outflow of 18.68 million yuan [7] - The Gaming ETF (product code: 159869) saw a slight decline of 0.56% but had a net inflow of 37.89 million yuan [7] - The Semiconductor ETF (product code: 588170) increased by 13.14% over the last five days, with a net inflow of 12.97 million yuan [7]