Group 1: Company Announcements - Heng Rui Medicine has received the clinical trial approval notice for HRS-4729 injection, a self-developed peptide drug targeting GLP-1R, GIPR, and GCGR receptors, with no similar products approved in the market [1] - Hubei Yihua has successfully launched its 200,000 tons/year caustic soda project, aimed at upgrading its chlor-alkali chemical industry and enhancing market competitiveness [2] - Ji Min Health announced that its shareholder, Shuangge Group, plans to reduce its stake by up to 3%, equating to a maximum of 15.75 million shares [3] - China Shipbuilding intends to absorb and merge with China Shipbuilding Industry Corporation through a share exchange, with the latter's A-shares set to be delisted on September 5, 2025 [4] - Changfei Fiber reported that its shareholder, Changjiang Communication, plans to reduce its stake by up to 0.15%, totaling no more than 1.1 million shares [5] Group 2: Strategic Collaborations and Developments - Beijing Lier has signed a strategic cooperation agreement with SenseTime and Xiwang Technology to explore AI computing power collaboration and related applications [6] - Junsheng Electronics is collaborating with leading clients like Zhiyuan Robotics, having achieved bulk supply of customized main control boards and various sensors [7][8] - Guoxin Technology has successfully tested a new generation of high-performance chips for automotive electronic BLDC motor control, aimed at addressing the MCU chip shortage in the automotive sector [9] Group 3: Other Corporate Actions - Guoguang Chain's actual controller plans to reduce their stake by up to 2.99%, totaling a maximum of 12.506 million shares [10] - Zhonghuan Hailu has terminated its control change plan, with its stock set to resume trading on September 5, 2025 [11] - Various companies have reported significant project wins, including Ningbo Construction winning contracts worth 1.117 billion yuan [12]

Group 1 - Tianyi Co., Ltd. announced the receipt of a signed framework contract for the production and procurement of e-enterprise networking terminal from China Mobile Internet of Things Co., Ltd. [2] - The contract pertains to the second batch of the e-enterprise networking terminal production outsourcing project [2] - This development indicates a strategic partnership between Tianyi Co., Ltd. and China Mobile Internet of Things Co., Ltd. in the telecommunications sector [2] Group 2 - The announcement was made on the evening of September 4, highlighting the ongoing collaboration in the industry [2] - The contract is expected to enhance Tianyi Co., Ltd.'s production capabilities and market presence [2] - This move aligns with the growing demand for IoT solutions and enterprise networking products in the market [2]

Core Viewpoint - Tianyi Co., Ltd. has signed a framework contract with China Mobile Internet of Things Co., Ltd. for the production and procurement of e-enterprise networking terminals, with a maximum executable amount of RMB 20,398,500 excluding tax and RMB 23,050,305 including tax [1] Summary by Categories - **Contract Details** - The framework contract specifies a maximum executable amount of RMB 20,398,500 excluding tax and RMB 23,050,305 including tax [1] - The actual procurement amount will be determined based on the settlement amount of purchase orders [1]

Core Viewpoint - Tianyi Co., Ltd. has signed a framework contract with China Mobile Internet of Things Co., Ltd. for the production and procurement of e-enterprise network terminal manufacturing, with a maximum executable amount of 20.3985 million yuan excluding tax [1] Group 1 - The framework contract is specifically for the e-enterprise network terminal production project [1] - The total contract value is capped at 20.3985 million yuan, which is approximately 2.03985 million [1]

Group 1 - The company, Tianyi Co., has signed a framework contract with China Mobile Internet of Things Co., Ltd. for the "e-enterprise networking terminal production procurement project" [1] - The contract has a maximum amount of 20.3985 million yuan excluding tax and 23.0503 million yuan including tax [1] - The actual procurement amount will be settled based on the procurement order, indicating uncertainty in the final procurement quantity and amount [1]

证券代码：300504 证券简称：天邑股份 公告编号：2025-073 四川天邑康和通信股份有限公司 关于与中移物联网有限公司签订框架合同的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 2、本次框架合同虽已对双方权利及义务、违约责任、争议的解决方式等作 出明确约定，但框架合同履行仍存在因市场环境、宏观经济以及其他不可抗力因 素发生重大变化而导致的履约风险。敬请广大投资者注意投资风险。 近日，四川天邑康和通信股份有限公司（以下简称"公司"或"乙方"）收 到中移物联网有限公司（以下简称"甲方"）签订返回的标包二《e 企组网终端生 产采购项目代工生产框架合同》，具体情况如下： 一、交易对手方基本情况 1、交易对手方基本介绍： 中移物联网有限公司，法定代表人蒋文隆，注册资本为 350,000 万元人民币， 注册地址：重庆市南岸区玉马路 8 号科技创业中心融英楼 4 楼 56 号（经开区拓 展区内），经营范围：第二类增值电信业务；第一类增值电信业务。（依法须经 批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批 准文件或许可证件为准） 一般项 ...

本次活动将采用网络远程的方式举行，投资者可登录"全景路演" （https://rs.p5w.net）参与本次互动交流，活动时间为 2025 年 9 月 12 日（周 五）14:00-17:00。届时公司高管将在线就公司 2024 年度及 2025 年半年度业绩、 公司治理、发展战略、经营状况和可持续发展等投资者关心的问题，与投资者进 行沟通与交流，欢迎广大投资者踊跃参与！ 证券代码：300504 证券简称：天邑股份 公告编号：2025-072 四川天邑康和通信股份有限公司 关于参加举办四川辖区 2025 年投资者网上集体接待日及半 年度报告业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，四川天邑康和通信股份有限公司（以 下简称"公司"）将参加由四川省上市公司协会、深圳市全景网络有限公司联合 举办的"四川辖区 2025 年投资者网上集体接待日及半年度报告业绩说明会"活 动，现将相关事项公告如下： 特此公告！ 四川天邑康和通信股份有限公司 董事会 2025年9月4日 ...

证券代码：300504 证券简称：天邑股份 公告编号：2025-071 四川天邑康和通信股份有限公司 关于收到《成交通知书》的公告 本次成交项目属于公司主营业务产品之一，后续合同如果正式签订并顺利实 施，将对公司未来经营业绩和市场开拓产生促进作用；成交项目合同履行不影响 公司经营的独立性。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 四川天邑康和通信股份有限公司（以下简称"公司"）于 2025 年 8 月 18 日 在指定信息披露媒体披露了公司作为成交候选人的《关于成交候选人公示的提示 性公告》（公告编号：2025-058）。 近日，公司收到《成交通知书》，确定公司为中国电信家庭 FTTR 设备（2024 年-2025 年）集中采购项目询比（第二次）成交人之一，现将本次成交有关情况 公告如下： 一、项目基本情况 1.项目名称：中国电信家庭 FTTR 设备（2024 年-2025 年）集中采购项目询 比（第二次） 2.采购人：中国电信集团有限公司、中国电信股份有限公司 成交情况：第三成交候选人，根据《成交通知书》测算，预计成交金额为 17,000 万元（含税 ...

Group 1 - The stock price of Tianyi Co., Ltd. closed at 16.01 yuan on August 27, 2025, down 4.36% from the previous trading day, with a trading volume of 139 million yuan [1] - Tianyi Co., Ltd. specializes in manufacturing communication equipment, primarily in the optical communication and mobile communication sectors, with products including broadband network terminal devices [1] - The company is facing intense competition in the operator bidding market, leading to declines in both product prices and sales volume [1] Group 2 - The half-year report for 2025 shows that Tianyi Co., Ltd. achieved an operating revenue of 669 million yuan, a year-on-year decrease of 36.5%, and a net profit attributable to shareholders of 41.71 million yuan, a year-on-year decline of 224.9% [1] - Despite the pressure on performance, the company continues to invest in research and development, optimize management, and promote smart manufacturing to enhance efficiency [1] - On August 27, 2025, the net outflow of main funds for Tianyi Co., Ltd. was 10.63 million yuan, with a cumulative net outflow of 28.75 million yuan over the past five days [1]

Core Viewpoint - Tianyi Co., Ltd. reported significant losses in its latest financial results, leading to a sharp decline in stock price, primarily due to a 36.45% year-on-year drop in revenue and a net profit loss of 41.71 million yuan, marking a 224.95% decline compared to the previous year [2][3][7]. Financial Performance - In the first half of 2023, Tianyi Co., Ltd. achieved revenue of 669 million yuan, a decrease of 36.45% year-on-year [2][7]. - The net profit attributable to shareholders was -41.71 million yuan, down 224.95% year-on-year, while the non-recurring net profit was -47.63 million yuan, a decline of 231.38% [2][7]. - The company's revenue for 2023, 2024, and the first half of 2025 was 2.55 billion yuan, 1.77 billion yuan, and 670 million yuan, respectively, reflecting year-on-year changes of -14.64%, -30.81%, and -36.45% [7]. Product Performance - The main product, broadband network terminal equipment, saw a drastic decline in production and sales, with production at 4.47 million units and sales at 5.41 million units in the first half of 2025, generating revenue of 580 million yuan and a gross margin of only 9.54% [5][6]. - The overall production capacity utilization rate for broadband network terminal equipment was only 44.75% in the first half of 2025 [6]. Industry Context - The telecommunications industry showed steady growth, with total telecom business revenue reaching 905.5 billion yuan in the first half of 2023, a year-on-year increase of 1% [4]. - Despite industry growth, competition has intensified, leading to price and sales declines for Tianyi Co., Ltd.'s products [4][5]. Research and Development - The company has reduced its R&D investment, with expenditures dropping to 41.55 million yuan in the first half of 2025, a decrease of 11.34% year-on-year [8]. - The number of R&D personnel has also decreased significantly, from 462 in 2021 to 296 in 2024 [8]. - As of June 30, 2025, the company reported 356 valid patents, including 267 invention patents, indicating some progress in core R&D despite reduced investment [9]. Patent Discrepancies - There is a notable inconsistency in patent data reported by the company, with a claim of 372 valid patents at the end of 2024, which contradicts the 356 reported in mid-2025 [11][12]. - The company has not disclosed any information regarding potential patent expirations or losses, raising concerns about transparency [13].