广东拓斯达科技股份有限公司 中天国富证券有限公司关于 使用部分暂时闲置募集资金及闲置自有资金进行现金管理的核查 意见 中天国富证券有限公司（以下简称"中天国富证券"或"保荐机构"）作 为广东拓斯达科技股份有限公司（以下简称"拓斯达"或"公司"）的保荐机 构，根据《中天国富证券有限公司关于广东拓斯达科技股份有限公司公开增发A 股股票及向不特定对象发行可转换公司债券之保荐总结报告书》：截至2023年 12月31日，拓斯达公开增发A股股票及向不特定对象发行可转换公司债券的持续 督导期均已届满。由于上市公司向不特定对象发行可转换公司债券的募集资金 尚未使用完毕，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创 业板股票上市规则》《上市公司募集资金监管规则》《深圳证券交易所上市公 司自律监管指引第2号——创业板上市公司规范运作》等相关规定，中天国富证 券仍需对募集资金使用相关事项履行督导义务。综上，中天国富证券对公司本 次使用部分暂时闲置募集资金及闲置自有资金进行现金管理进行了核查，具体 核查情况如下： 一、募集资金基本情况 经深圳证券交易所创业板上市委2020年第62次审议会议审核通过，并经中 国证券监督管理委 ...

Financial Performance - Revenue for Q3 2025 reached ¥601,609,267.42, an increase of 17.58% compared to the same period last year[5] - Net profit attributable to shareholders was ¥20,604,331.22, representing a significant increase of 176.93% year-on-year[5] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥15,378,358.61, up 155.51% from the previous year[5] - The company's basic earnings per share for the quarter was ¥0.04, up 166.67% year-on-year[5] - The weighted average return on equity increased to 0.73%, a rise of 165.18% compared to the same period last year[5] - The company achieved operating revenue of 168,768.61 million yuan, a decrease of 24.49% year-on-year; gross margin was 28.34%, an increase of 9.23 percentage points[15] - Net profit attributable to shareholders was 4,933.65 million yuan, a year-on-year increase of 446.75%; net profit excluding non-recurring gains and losses was 3,580.67 million yuan, a year-on-year increase of 3,969.23%[15] - Net profit for the period reached ¥47,290,633.59, compared to a net profit of ¥3,059,835.65 in the previous year[32] - The company's net profit attributable to the parent company was 49,112,509.17 yuan, compared to 5,282,046.18 yuan in the previous period, indicating a significant increase[33] - The company reported basic and diluted earnings per share of 0.10 yuan, up from 0.02 yuan in the previous period[33] Cash Flow and Assets - Operating cash flow net amount for the year-to-date was ¥186,533,249.20, a remarkable increase of 943.67%[9] - The net cash flow from financing activities was ¥20,575,610.08, an increase of 191.11% compared to the previous year[9] - The net cash flow from operating activities was 186,533,249.20 yuan, a turnaround from a negative cash flow of -22,109,745.08 yuan in the previous period[35] - Cash and cash equivalents at the end of the period were 785,146,127.24 yuan, an increase from 689,099,556.79 yuan in the previous period[36] - The company received cash inflows from investment activities totaling 1,292,640,689.94 yuan, compared to 1,090,627,324.98 yuan in the previous period[35] - Cash inflows from financing activities were 788,440,740.66 yuan, slightly up from 784,863,224.44 yuan in the previous period[35] - The net cash flow from investing activities was -119,539,709.45 yuan, an improvement from -248,145,203.15 yuan in the previous period[35] - The company experienced a foreign exchange loss of -5,124,020.13 yuan, compared to -1,469,343.36 yuan in the previous period[35] Assets and Liabilities - Total assets at the end of the reporting period were ¥6,050,778,858.13, reflecting a 1.94% increase from the end of the previous year[5] - The company's total assets increased to ¥6,050,778,858.13 from ¥5,935,672,430.73 at the beginning of the period, reflecting a growth of 1.9%[29] - Current assets totaled ¥4,206,081,406.44, slightly up from ¥4,161,618,903.25 at the start of the period[28] - The company's total liabilities were ¥3,084,370,313.61, compared to ¥3,040,498,140.86 at the beginning of the period, an increase of 1.4%[29] - Short-term borrowings decreased to ¥298,881,998.61 from ¥361,926,429.36, a reduction of 17.4%[29] - The equity attributable to shareholders of the parent company rose to ¥2,848,807,578.82 from ¥2,796,612,533.17, an increase of 1.9%[29] Shareholder Information - Total number of common shareholders at the end of the reporting period is 71,586[10] - The largest shareholder, Wu Fengli, holds 30.32% of shares, totaling 144,629,860 shares[10] - The second-largest shareholder, Yang Shuangbao, holds 4.73% of shares, totaling 22,562,331 shares[10] - The third-largest shareholder, Huang Daibo, holds 3.80% of shares, totaling 18,143,309 shares[10] - China Construction Bank holds 2.27% of shares, totaling 10,810,776 shares[10] - The company holds 4,471,668 shares through a stock repurchase account, accounting for 0.94% of total share capital[12] - The top 10 shareholders do not have any changes in their shareholding due to securities lending[12] - The top 10 unrestricted circulating shareholders include various investment funds and individuals, with the largest being Wu Fengli[11] - The company does not have any preferred shareholders or changes in limited shares during the reporting period[12] - No shareholders with over 5% ownership participated in securities lending activities[12] Business Operations - Inventory increased by 39.28% to ¥877,509,481.70, primarily due to increased contract performance costs[8] - The company approved a financing lease guarantee for Runyang New Energy's debt repayment of 26.78 million yuan, with a guarantee period not exceeding 30 months[25] - The company plans to transfer 70 million yuan of debt to Runyang Co., increasing its stake to 3,937,500 shares, representing 0.7731% of the target company's total equity[22] - The company has officially launched its expansion projects for smart devices and injection molding and CNC machine equipment, establishing a new main manufacturing headquarters[23] - The company will no longer have a supervisory board, with the responsibilities transferred to the audit committee of the board of directors[23] Research and Development - Research and development expenses for the period were ¥85,163,538.78, slightly up from ¥84,515,507.54 year-on-year[32] Financial Reporting - The company did not undergo an audit for the third quarter financial report[37]

Core Insights - The article discusses the growth of the industrial robot industry in China, highlighting significant production increases and future projections [1] Industry Overview - According to the National Bureau of Statistics, the production of industrial robots in China reached 64,000 units in August 2025, representing a year-on-year growth of 14.4% [1] - From January to August 2025, the cumulative production of industrial robots in China was 512,000 units, showing a cumulative growth of 29.9% [1] Companies Mentioned - Listed companies in the industrial robot sector include: - Robot (300024) - Estun (002747) - New Times (002527) - Tosida (300607) - Huichuan Technology (300124) - Huazhong CNC (300161) - Jasic Technology (300193) - Yawen Co. (002559) - TuoShan Heavy Industry (001226) - Haozhi Electromechanical (300503) [1] Research Report - The article references a report by Zhiyan Consulting titled "Analysis of the Development Trends and Supply-Demand Situation of China's Industrial Robot Industry from 2025 to 2031" [1]

Industry Overview - The Chinese industrial robot production is projected to reach 72,000 units in April 2025, representing a year-on-year growth of 51.5% [1] - Cumulative production of industrial robots in China from January to April 2025 is expected to be 221,000 units, with a cumulative growth of 34.1% [1] Companies Involved - Key listed companies in the industrial robot sector include: Robot (300024), Estun (002747), New Times (002527), Tosida (300607), Huichuan Technology (300124), Huazhong CNC (300161), Jasic Technology (300193), Yawen Co. (002559), Tosan Heavy Industry (001226), and Haozhi Electromechanical (300503) [1] Research Report - The report titled "Analysis of the Development Trends and Supply-Demand Situation of China's Industrial Robot Industry from 2025 to 2031" has been published by Zhiyan Consulting, a leading industry consulting firm in China [1] - Zhiyan Consulting has extensive experience in industry research, providing in-depth reports, business plans, feasibility studies, and customized services [1]

Core Viewpoint - The stock of Guangdong Tuosda Technology Co., Ltd. has experienced a decline in recent trading sessions, with a notable drop of 20.19% over the past 20 days, despite a year-to-date increase of 24.21% [1]. Company Overview - Guangdong Tuosda Technology Co., Ltd. was established on June 1, 2007, and went public on February 9, 2017. The company specializes in providing industrial automation solutions and related equipment to downstream manufacturing clients [2]. - The revenue composition of Tuosda includes: Smart Energy and Environmental Management Systems (31.50%), Industrial Robots and Automation Application Systems (29.39%), Injection Molding Machines and Supporting Equipment (21.05%), CNC Machine Tools (15.07%), and Others (3.00%) [2]. - The company is categorized under the machinery equipment sector, specifically in automation equipment and robotics [2]. Financial Performance - For the first half of 2025, Tuosda reported a revenue of 1.086 billion yuan, representing a year-on-year decrease of 36.98%. The net profit attributable to shareholders was 28.73 million yuan, down 19.75% year-on-year [2]. - Since its A-share listing, Tuosda has distributed a total of 284 million yuan in dividends, with 48.18 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Tuosda was 87,200, a decrease of 0.74% from the previous period. The average number of circulating shares per shareholder was 3,806, down 0.94% [2]. - The top ten circulating shareholders include notable ETFs such as Huaxia CSI Robotics ETF and Tianhong CSI Robotics ETF, with significant increases in their holdings [3].

Core Insights - The mission of the company is to enhance industrial manufacturing through automation and connectivity, transitioning from manual labor to machine production [1] Company Development - Founded in 2007 by Wu Fengli, the company initially focused on producing peripheral equipment for injection molding machines and has since evolved into the smart manufacturing sector [1] - The company became the first robotics backbone enterprise in Guangdong Province to be listed on the Growth Enterprise Market in February 2017 [1] Technological Advancements - The company has invested heavily in R&D, focusing on three core intelligent equipment areas: industrial robots, injection molding machines, and CNC machine tools [2] - It has mastered three key technologies: control, servo, and vision, significantly enhancing product competitiveness [2] - The company’s self-developed industrial robots are now widely used, matching the quality of foreign brands while being more cost-effective [2] Industry Trends - The Chinese robotics industry is rapidly advancing, with projections indicating that industrial robot production will reach 556,000 units and market sales will hit 302,000 units by 2024 [2] - The global robotics industry is transitioning from "specialized equipment" to "general intelligent entities," with AI integration enabling robots to perceive, learn, and make autonomous decisions [2] Product Innovations - The company has developed the new generation X5 robot motion control platform, achieving full domestic production from hardware to algorithms [3] - A dual-arm intelligent robot has been successfully implemented, and a wheeled humanoid robot is currently in the testing phase [3] - The company’s robots have achieved an industry-leading standard cycle time of just 0.24 seconds, significantly improving production efficiency [3] Future Outlook - The company is committed to long-termism and technological innovation, focusing on practical applications, product refinement, and resource integration to drive the transformation of technological achievements [3]

Core Insights - The mission of the company is to enhance industrial manufacturing through automation and connectivity, transitioning from manual labor to machine production [1] Company Overview - Founded in 2007 by Wu Fengli, the company initially focused on producing peripheral equipment for injection molding machines and has since evolved into the smart manufacturing sector [1] - The company became the first robotics backbone enterprise in Guangdong Province to be listed on the Growth Enterprise Market in February 2017 [1] Technological Advancements - The company has invested heavily in R&D, focusing on three core intelligent equipment areas: industrial robots, injection molding machines, and CNC machine tools [2] - It has mastered three key technologies: control, servo, and vision, which have significantly enhanced product competitiveness [2] - The company’s self-developed robotic arms have achieved a cost reduction to one-third of imported equipment, addressing the high costs faced by small and medium-sized enterprises [1][2] Market Trends - The Chinese robotics industry is rapidly developing, with projections indicating an industrial robot production of 556,000 units and market sales of 302,000 units in 2024 [2] - The global robotics industry is transitioning from specialized equipment to general intelligent systems, with AI integration enabling robots to perceive, learn, and make autonomous decisions [2] Product Development - The company has developed the new generation X5 robot motion control platform, achieving full domestic production from hardware to algorithms [3] - A dual-arm intelligent robot has been successfully implemented, and a wheeled humanoid robot is currently in the testing phase [3] - The company’s robots have a standard cycle time of only 0.24 seconds, placing them at an advanced level in the industry and enhancing production efficiency [3] Future Outlook - The company is committed to long-termism and technological innovation, focusing on practical applications, resource integration, and ecological collaboration to drive the transformation of technological achievements [3]

Core Insights - The Guangdong manufacturing sector is showcasing its innovative products at the 2025 World Guangdong Business Conference, emphasizing the integration of technology in modern manufacturing and the potential for industry upgrades [2] Group 1: Robotics and Automation - Guangdong Kuku Intelligent Robot Co., Ltd. presented a coffee robot that can prepare a cup of coffee in 60-120 seconds, with plans to produce 500-600 units this year and 1000-2000 units next year, expecting over 100% annual growth [3][4] - The company is leveraging Guangdong's complete industrial chain to enhance product cost-effectiveness, with 70% of the robot's hardware sourced locally [3] - The humanoid robot "Xiao Tuo" from Guangdong Tuosida Technology Co., Ltd. is designed for injection molding applications, capable of 360-degree movement and autonomous operation for over 6 hours on a single charge [5] Group 2: Market Expansion and Applications - The coffee robots are set to be deployed in various commercial settings, including hospitals and shopping malls, during the 15th National Games, highlighting their versatility [4] - The demand for service robots is expected to surge by 2027, with the conference serving as a platform for market insights and expansion opportunities in the Greater Bay Area [4] - Guangzhou Chengzhi Intelligent Machinery Technology Co., Ltd. showcased its CZ10 tethered floating light at the Saudi International Drone Exhibition, attracting interest from international clients [6] Group 3: Global Reach and Partnerships - The CZ10 product is compact and portable, with a maximum illumination area of 1300 square meters, indicating its potential for various applications such as firefighting and search and rescue [6] - The company has established a stable network of over 100 overseas agents, with its drone payload products sold in over 70 countries, capturing more than 50% of the overseas payload market [6]

Group 1 - The 2025 World Cantonese Business Conference opened in Guangzhou, hosted by the Guangdong Provincial Government, attracting representatives from 60 countries and regions, including Fortune 500 companies and experts [2][4] - The theme of the conference is "Cantonese Connects the World, Business Creates the Future," featuring a format of "1+5+N" with one opening ceremony, five thematic sessions, and numerous supporting activities [2][4] - The conference aims to promote high-quality development and encourage Cantonese businesses to seize opportunities for collaboration and investment [9][10] Group 2 - The conference recognized 100 outstanding builders of the non-public economy in Guangdong, highlighting the importance of the private sector in driving economic growth and social responsibility [5][6] - The awards are given every three years, with criteria focusing on political quality, development capability, social responsibility, and public reputation [5][6] - Among the awardees, 78 are leaders of medium and small enterprises, and 38 companies received the Guangcai Award for significant contributions to public welfare [6] Group 3 - The Guangdong Provincial Federation of Industry and Commerce released a report on innovative entrepreneurial cases among young Cantonese entrepreneurs, showcasing their contributions to innovation and entrepreneurship [7] - The conference also presented the "Global Cantonese Business Cooperation Initiative," calling for unity among Cantonese businesses to enhance development and contribute to their hometowns [8] Group 4 - The conference highlighted the 2025 Guangdong Province's top 100 private enterprises, with an entry threshold of 12.332 billion yuan, and 24 projects signed at the conference totaling 44.458 billion yuan [9][10] - The top 100 list includes companies with revenues exceeding 400 billion yuan, with significant representation from cities like Shenzhen and Guangzhou [10] Group 5 - Industry leaders emphasized the need for businesses to expand globally while strengthening internal capabilities, advocating for a shift from product output to capability output [11][12] - The conference underscored the importance of collaboration between Hong Kong and Guangdong enterprises to leverage their respective strengths in technology and manufacturing [13] - The event served as a rallying point for Cantonese businesses to align with national strategies and engage in global cooperation [14]

Core Insights - The company TuoSiDa (300607) reported that as of June 30, 2025, the total number of common stock shareholders is 87,228 [1] Company Summary - TuoSiDa is actively engaging with investors through interactive platforms, indicating a focus on transparency and communication [1] - The reported number of shareholders reflects the company's growth and potential interest from the investment community [1]