Group 1 - The core stock price of Jiahe Intelligent (300793) closed at 18.75 yuan, with a slight increase of 0.05% and a turnover rate of 7.5% on August 12, 2025 [1] - The trading volume was 279,100 hands, with a total transaction amount of 526 million yuan [1] - The net outflow of main funds was 28.08 million yuan, accounting for 5.34% of the transaction amount, with significant outflows from large orders [1] Group 2 - For the first quarter of 2025, Jiahe Intelligent reported total operating revenue of 487 million yuan, representing a year-on-year growth of 8.95% [1] - The net profit attributable to shareholders was 15.78 million yuan, an increase of 7.63% year-on-year, while the non-recurring net profit decreased by 95.11% to 532,900 yuan [1] - The company's liquidity ratios are strong, with a current ratio of 4.213 and a quick ratio of 3.626, while the debt-to-asset ratio stands at 27.51% [1] Group 3 - Jiahe Intelligent was established in 2013 and is located in Dongguan City, primarily engaged in wholesale business [2] - The company has a registered capital of 3.38 billion yuan and a paid-in capital of 1.25 billion yuan [1] - The company has made investments in 13 enterprises and participated in 17 bidding projects, holding 25 trademarks and 926 patents [2]

| 证券代码：300793 | 证券简称：佳禾智能 公告编号：2025-071 | | --- | --- | | 债券代码：123237 | 债券简称：佳禾转债 | 佳禾智能科技股份有限公司 关于使用暂时闲置募集资金进行现金管理的进展公告 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。 佳禾智能科技股份有限公司（以下简称"公司"）于 2024 年 12 月 24 日召 开第三届董事会第二十一次会议、第三届监事会第十五次会议，审议通过了《关 于使用闲置募集资金进行现金管理的议案》，同意公司(含全资子公司)在确保 不影响正常运营和募集资金投资项目建设的情况下，使用不超 5 亿元（含本数） 闲置募集资金进行现金管理，上述额度有效期为自 2025 年 1 月 30 日起至 2025 年 12 月 31 日止，在前述额度和期限范围内，可循环滚动使用。闲置募集资金 现金管理到期后将及时归还至募集资金专户。同时授权公司董事长在上述额度 内签署相关合同文件，公司财务部负责组织实施。上述内容详见 2024 年 12 月 24 日公司刊登在巨潮资讯网（www.cninfo.co ...

| 证券代码：300793 | 证券简称：佳禾智能 公告编号：2025-070 | | --- | --- | | 债券代码：123237 | 债券简称：佳禾转债 | 佳禾智能科技股份有限公司 关于使用自有资金进行现金管理的进展公告 | 兴业银行 股份有限 | 兴业银行企业金融人 民币结构性存款产品 | 结构性存款 | 5,000.00 | 2025/8/5 | 2026/2/3 | 1.20%-1 .80% | | --- | --- | --- | --- | --- | --- | --- | | 公司 | | | | | | | | 中国建设 | 中国建设银行广东分 | | | | | 0.65%-2 | | 银行股份 | 行单位人民币定制型 | 结构性存款 | 9,000.00 | 2025/8/11 | 2025/11/13 | .00% | | 有限公司 | 结构性存款 | | | | | | 尽管公司拟用部分自有资金购买的理财产品属于低风险投资品种，但金融市 场受宏观经济的影响较大，公司将根据经济形势以及金融市场的变化适时适量的 介入，但不排除该项投资受到市场波动的影响。 本公司及董事会全体成 ...

| 证券代码：300793 | 证券简称：佳禾智能 公告编号：2025-062 | | --- | --- | | 债券代码：123237 | 债券简称：佳禾转债 | 佳禾智能科技股份有限公司 关于预计触发可转换公司债券赎回条件的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚 假记载、误导性陈述或者重大遗漏。 特别提示： 佳禾智能科技股份有限公司（以下简称"公司"）股票价格自2025年7月24 日至2025年8月8日期间已有十个交易日的收盘价不低于"佳禾转债"当期转股 价格（即13.46元/股）的130%（即17.498元/股）。如后续公司股票收盘价格持续 不低于当期转股价格的130%，预计后续可能触发"佳禾转债"有条件赎回条款。 根据《佳禾智能科技股份有限公司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》"）规定：在本次发行的可转换公司债券（以下简 称"可转债"）转股期内，如果公司股票在任意连续三十个交易日中至少有十五 个交易日的收盘价格不低于当期转股价格的130%（含130%）时，公司有权决定 按照债券面值加当期应计利息的价格赎回全部或部分未转股的"佳 ...

Market Performance - The brain-computer interface concept rose by 2.72%, ranking third among concept sectors, with 27 stocks increasing in value [1][2] - Notable gainers included Innovation Medical, ST Huaton, and Aipeng Medical, which surged by 13.97%, 7.52%, and 7.40% respectively [1][2] Capital Flow - The brain-computer interface sector saw a net inflow of 679 million yuan, with 21 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflow [2][3] - Innovation Medical led the net inflow with 472 million yuan, followed by ST Huaton and Aipeng Medical with 146 million yuan and 55 million yuan respectively [2][3] Stock Performance - The top stocks by net inflow ratio included Innovation Medical at 28.82%, followed by Jiahe Intelligent at 9.74% and Entropy Technology at 8.96% [3] - Other notable performers included ST Huaton with a 5.03% increase and Aipeng Medical with a 7.52% increase [4]

Core Insights - Jiahe Intelligent (300793) closed at 17.88 yuan on August 1, 2025, with a 2.88% increase and a turnover rate of 7.51% [1] - The company reported a total revenue of 487 million yuan for Q1 2025, representing an 8.95% year-on-year growth, and a net profit attributable to shareholders of 15.775 million yuan, up 7.63% year-on-year [1] - The company has a current ratio of 4.213, a quick ratio of 3.626, and a debt-to-asset ratio of 27.51% [1] Financial Performance - Total revenue for Q1 2025: 487 million yuan, up 8.95% year-on-year [1] - Net profit for Q1 2025: 15.775 million yuan, up 7.63% year-on-year [1] - Non-recurring net profit: 532,900 yuan, down 95.11% year-on-year [1] Capital Flow - Net inflow of main funds: 66.7128 million yuan, accounting for 13.35% of transaction volume [1] - Large single net inflow: 31.0811 million yuan, accounting for 6.22% of transaction volume [1] - Small single net outflow: 65.6174 million yuan, accounting for 13.13% of transaction volume [1] Company Overview - Jiahe Intelligent Technology Co., Ltd. was established in 2013 and is located in Dongguan City, primarily engaged in wholesale [2] - The company has a registered capital of 3.383888 billion yuan and a paid-in capital of 1.25 billion yuan [2] - The legal representative of the company is Yan Fan [2] Investment and Intellectual Property - The company has invested in 13 enterprises and participated in 17 bidding projects [2] - It holds 25 trademark registrations and 926 patent registrations [2] - The company possesses 21 administrative licenses [2]

Group 1 - The core viewpoint of the news is that Jiahe Intelligent (300793) has shown a slight decline in stock price and has experienced significant net outflow of funds, indicating potential investor concerns [1] - As of July 29, 2025, Jiahe Intelligent's stock closed at 17.76 yuan, down 0.45%, with a turnover rate of 3.78% and a trading volume of 140,600 hands, amounting to 248 million yuan [1] - The latest quarterly report shows total operating revenue of 487 million yuan, a year-on-year increase of 8.95%, and a net profit attributable to shareholders of 15.775 million yuan, up 7.63% year-on-year [1] Group 2 - The company has a current ratio of 4.213, a quick ratio of 3.626, and a debt-to-asset ratio of 27.51%, indicating strong liquidity and low leverage [1] - Jiahe Intelligent has made investments in 13 companies and participated in 17 bidding projects, showcasing its active engagement in business expansion [2] - The company holds 25 trademark registrations and 923 patents, along with 21 administrative licenses, reflecting its focus on intellectual property and regulatory compliance [2]

Core Viewpoint - The company, Jiahe Intelligent Technology Co., Ltd., has announced that its stock price has remained above 130% of the conversion price of its convertible bonds, potentially triggering the conditional redemption clause of the "Jiahe Convertible Bonds" [1][5][6]. Summary by Sections Convertible Bond Overview - The company has received approval from the China Securities Regulatory Commission to issue convertible bonds, raising a net amount of approximately RMB 993.91 million [2]. - The bonds were listed on the Shenzhen Stock Exchange on January 24, 2024, under the name "Jiahe Convertible Bonds" with the code "123237" [2]. - The conversion period for the bonds is from July 10, 2024, to January 3, 2030 [2]. Price Adjustment - The conversion price of the "Jiahe Convertible Bonds" was adjusted from RMB 21.75 to RMB 21.60 on May 29, 2024, due to profit distribution [3]. - The conversion price was further adjusted to RMB 13.58, effective from July 16, 2024, following a shareholder meeting [3]. Conditional Redemption Clause - The company has the right to redeem all or part of the unconverted bonds if the stock price remains above 130% of the conversion price for at least 15 out of 30 consecutive trading days [5][6]. - The redemption period aligns with the conversion period, allowing for redemption until the bond's maturity date [6]. Current Stock Performance - As of the period from June 24, 2025, to July 25, 2025, the company's stock price has consistently closed above RMB 17.498, which is 130% of the conversion price of RMB 13.46 [1][6].

| 证券代码：300793 | 证券简称：佳禾智能 | 公告编号：2025-060 | | --- | --- | --- | | 债券代码：123237 | 债券简称：佳禾转债 | | 佳禾智能科技股份有限公司 关于预计触发可转换公司债券赎回条件的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚 假记载、误导性陈述或者重大遗漏。 特别提示： 佳禾智能科技股份有限公司（以下简称"公司"）股票价格自2025年6月24 日至2025年7月25日期间已有十个交易日的收盘价不低于"佳禾转债"当期转股 价格（即13.46元/股）的130%（即17.498元/股）。如后续公司股票收盘价格持续 不低于当期转股价格的130%，预计后续可能触发"佳禾转债"有条件赎回条款。 根据《佳禾智能科技股份有限公司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》"）规定：在本次发行的可转换公司债券（以下简 称"可转债"）转股期内，如果公司股票在任意连续三十个交易日中至少有十五 个交易日的收盘价格不低于当期转股价格的130%（含130%）时，公司有权决定 按照债券面值加当期应计利息的价格赎回 ...

| 证券代码：300793 | 证券简称：佳禾智能 | 公告编号：2025-061 | | --- | --- | --- | | 债券代码：123237 | 债券简称：佳禾转债 | | 佳禾智能科技股份有限公司 关于特定股东股份减持计划实施完毕的公告 泰安市文曜实业投资合伙企业（有限合伙）保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 佳禾智能科技股份有限公司（以下简称"公司"）于 2025 年 6 月 9 日披露了 《关于特定股东减持计划预披露的公告》（公告编号：2025-054）。持公司股份 12,000,000 股（占公司剔除回购专用证券账户持股数量的总股本的比例 3.19%） 的股东泰安市文曜实业投资合伙企业（有限合伙）(以下简称"文曜投资")，计 划自本公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 7 月 1 日至 2025 年 9 月 30 日）拟通过集中竞价交易方式减持公司股份不超过 3,765,000 股（占公 司剔除回购专用证券账户持股数量的总股本的比例 1.00%） ...