Summary of Company and Industry Insights Company: 金马游乐 (Jinma Leisure) Key Points - **Capital Raising Plan**: The company plans to issue shares to raise no more than 1.053 billion yuan, with a maximum of 47.28 million shares, which does not exceed 30% of the total share capital. The funds will be allocated as follows: - 455 million yuan for the development and industrialization of cultural tourism and entertainment robots - 194 million yuan for IP empowerment enhancement - 285 million yuan for the construction and operation of parks and attractions - 120 million yuan for working capital [1][2] - **Cultural Tourism and Entertainment Robot Project**: This project will be based in Zhongshan City and aims to develop and industrialize robots for cultural tourism and entertainment. The project will establish a dedicated research center focusing on key technologies such as situational humanoid interaction and multi-modal spatial intelligent perception. The development cycle for this project is 36 months [2]. - **IP Empowerment Enhancement Project**: This project also has a 36-month construction cycle and will involve investments in equipment acquisition, IP licensing, personnel, and other expenses. The goal is to enhance the company's capabilities in IP creative design and product development [2]. - **Parks and Attractions Construction and Operation Project**: This project will also take 36 months to complete and focuses on upgrading and operating seven projects through leasing or acquiring existing parks or attractions. Key activities include the construction/upgrade of amusement equipment, integration of cultural tourism and entertainment robots, thematic packaging of parks, and optimization of commercial operations [2]. - **Strategic Transformation**: Successful implementation of these fundraising projects will facilitate the company's transformation from an "amusement equipment manufacturer" to a "comprehensive cultural tourism and entertainment service provider." The combination of high-end amusement equipment and cultural tourism robots is expected to enhance customer collaboration and single-client value, thereby optimizing the company's profit structure [2].

Group 1 - On January 21, a total of 4 companies in the A-share market announced plans related to private placements, with 2 companies disclosing new private placement proposals and 2 companies having their proposals approved by the exchange [1] - The highest proposed fundraising amounts from the newly disclosed private placement plans are from Jinma Amusement and Jincai Internet, with proposed amounts not exceeding 1.053 billion yuan and 570 million yuan, respectively [1] - Since the beginning of the year, 9 companies have announced completed private placement plans, with 4 companies raising over 1 billion yuan. Specifically, the highest fundraising amounts were from Shanggong Electric, Shensangda A, and Taisheng Wind Energy, raising 1.649 billion yuan, 1.2 billion yuan, and 1.176 billion yuan, respectively [1]

Key Highlights - Daying Electronics reported current revenue from its unmanned robot business [1] - Hite Bio is planning to issue H-shares and list on the Hong Kong Stock Exchange [1] - Huangshan Tourism is investing approximately 133 million yuan in the upgrade of the Huangshan Tai Ping cableway electrical system [1] - Huatai Technology signed a daily operation contract worth 328 million yuan [1] - Tonghuashun expects a net profit growth of 50%-80% year-on-year for 2025 [1] - Kangxin New Materials plans to acquire 51% equity in Zibang Semiconductor for 392 million yuan [1] - Hengtong Co. intends to repurchase shares worth between 80 million to 100 million yuan [1] - Lanyu Co. shareholders Wang Yinghai and Yushuo Investment plan to reduce their holdings by up to 3% [1][2] - Jinma Amusement plans to raise no more than 1.05 billion yuan through a private placement [2] - Jincai Interconnection plans to raise no more than 570 million yuan through a private placement [2] Investment Projects - Kaizhong Precision plans to upgrade and expand its manufacturing base for new energy vehicle components in Heyuan [1] - Jiangtian Chemical intends to invest in a project with an annual production capacity of 60,000 tons of acrylic acid [1] - Nanjing Julong plans to establish a wholly-owned subsidiary to invest in a modified plastic production line project [1] Performance Forecasts - Batian Co. expects a net profit growth of 117.53% to 139.53% year-on-year for 2025 [1] - Tongfu Microelectronics anticipates a net profit of 1.1 billion to 1.35 billion yuan for 2025, representing a year-on-year growth of 62.34% to 99.24% [1] - Putailai expects a year-on-year increase in net profit of 93.18% to 101.58% for the 2025 fiscal year [1]

Core Viewpoint - Jinma Leisure (300756.SZ) plans to issue shares to specific targets to raise a total of no more than 1.053 billion yuan, which will be used for various business-related projects and working capital [1] Group 1: Share Issuance Details - The company intends to issue shares to no more than 35 specific targets [1] - The total number of shares to be issued will not exceed 47.2795 million shares [1] - The amount raised will be calculated based on the total fundraising divided by the issuance price [1] Group 2: Use of Proceeds - The funds raised will be allocated to projects related to the company's main business, including: - Research and industrialization of cultural tourism and entertainment robots [1] - IP empowerment enhancement projects [1] - Construction and operation projects for parks and attractions [1] - Supplementing working capital [1]

Group 1 - The company Jinma Amusement (300756.SZ) plans to issue shares to specific targets, raising a total of up to 1.053 billion yuan (including principal) [1] - The number of shares to be issued will not exceed 47.2795 million shares (including principal), calculated based on the total amount of funds raised divided by the issue price [1] - The raised funds will be used for projects related to the company's main business, including research and industrialization of cultural tourism robots, IP empowerment enhancement projects, construction and operation of parks and attractions, and to supplement working capital [1]

Group 1 - The company Jinma Amusement announced that its fourth board meeting for the year 2026 was held on January 20, 2026, in a physical format [1] - The meeting reviewed the proposal regarding the analysis report for the issuance of stocks to specific targets for the year 2026 [1]

Core Viewpoint - Jinma Amusement (300756.SZ) plans to raise a total of no more than RMB 1,052.95 million through stock issuance, which will be allocated to various projects including research and industrialization of cultural tourism robots, IP empowerment enhancement, and park and scenic spot construction and operation [1] Fundraising Purpose - The funds raised will be used for the development and industrialization of cultural tourism and entertainment robots [1] - The company will also invest in IP empowerment enhancement projects [1] - Additional allocations will be made for the construction and operation of parks and scenic spots [1] - A portion of the funds will be used to supplement working capital [1]

金马游乐公告，公司于2026年1月20日召开第四届董事会第十七次会议，审议通过了关于公司2026年度 向特定对象发行股票的相关议案。《广东金马游乐股份有限公司2026年度向特定对象发行股票预案》及 相关文件已于2026年1月21日在巨潮资讯网披露。本次发行股票预案及相关事项尚需公司股东会审议通 过、深圳证券交易所审核通过及中国证监会作出同意注册决定后方可实施。 ...

广东金马游乐股份有限公司 2026 年度向特定对象发行股票方案论证分析报告 证券代码：300756 证券简称：金马游乐 广东金马游乐股份有限公司 2026年度向特定对象发行股票 方案论证分析报告 二〇二六年一月 广东金马游乐股份有限公司 2026 年度向特定对象发行股票方案论证分析报告 目录 | 一、本次向特定对象发行股票的背景和目的 | 1 | | --- | --- | | 二、本次发行证券及其品种选择的必要性 | 5 | | 三、本次发行对象的选择范围、数量和标准的适当性 | 6 | | 四、本次发行定价的原则、依据、方法和程序的合理性 | 7 | | 五、本次发行方式的可行性 | 8 | | 六、本次发行方案的公平性、合理性 | 11 | | 七、本次发行股票摊薄即期回报分析及公司拟采取的填补措施 | 12 | | 八、结论 | 20 | 广东金马游乐股份有限公司 2026 年度向特定对象发行股票方案论证分析报告 为满足公司业务发展的资金需求，增强公司的资本实力，提升盈利能力和市 场竞争力，根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民 共和国证券法》（以下简称"《证券法》"）《上市 ...

广东金马游乐股份有限公司 2026 年度向特定对象发行股票预案 证券代码：300756 证券简称：金马游乐 广东金马游乐股份有限公司 2026年度向特定对象发行股票预案 二〇二六年一月 广东金马游乐股份有限公司 2026 年度向特定对象发行股票预案 公司声明 1、公司及董事会全体成员保证本预案内容真实、准确、完整，确认不存在 虚假记载、误导性陈述或重大遗漏，并对此承担个别和连带的法律责任。 2、本预案根据《中华人民共和国公司法》《中华人民共和国证券法》《上市 公司证券发行注册管理办法》等相关规定编制。 3、本次向特定对象发行股票完成后，公司经营与收益的变化，由公司自行 负责；因本次向特定对象发行股票引致的投资风险，由投资者自行负责。 4、本预案是公司董事会对本次向特定对象发行股票的说明，任何与之相反 的声明均属不实陈述。 5、投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或 其他专业顾问。 6、本预案所述事项并不代表审批机关对于本次向特定对象发行股票相关事 项的实质性判断、确认或批准，本预案所述本次向特定对象发行股票相关事项的 生效和完成尚待取得有关审批机构的批准或注册。 1 广东金马游乐股份有 ...