大连德迈仕精密科技股份有限公司 详式权益变动报告书 上市公司名称：大连德迈仕精密科技股份有限公司 信息披露义务人：苏州汇心创智投资有限公司 住所/通讯地址：江苏省苏州市姑苏区沧浪街道庙堂巷 14 号 一致行动人 1：潘异 住所/通讯地址：江苏省苏州市工业园区西华林街 一致行动人 2：潘但铨 住所/通讯地址：江苏省南京市秦淮区安品街 一致行动人 6：李芬 住所/通讯地址：江苏省苏州市工业园区西华林街 一致行动人 7：周斌 一致行动人 3：刘迎新 住所/通讯地址：广东省深圳市龙华区观盛四路 一致行动人 4：唐柱学 上市地点：深圳证券交易所 股票简称：德迈仕 股票代码：301007.SZ 住所/通讯地址：江苏省苏州市苏州工业园区钟南街 一致行动人 5：李友发 住所/通讯地址：江苏省苏州市吴中区墅浦路 住所/通讯地址：江苏省苏州市苏州工业园区金鸡湖街道 一致行动人 8：陆松泉 住所/通讯地址：江苏省无锡市滨湖区太湖街道 权益变动性质：变更实际控制人、间接方式转让（股份增加） 二〇二五年七月 大连德迈仕精密科技股份有限公司 详式权益变动报告书 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有 ...

Group 1 - The A-share automotive parts sector is experiencing a strong upward trend, with Tianpu Co., Ltd. hitting the daily limit increase [1] - Other companies such as Demais, Chaojie Co., Ltd., Zhengqiang Co., Ltd., Haichang New Materials, Construction Industry, and Greer are also seeing significant gains [1]

证券代码：301007 证券简称：德迈仕 公告编号：2025-023 4、本次交易不触及要约收购，亦不构成关联交易。本次交易事项不会对公 司的生产经营造成不利影响，不存在损害公司及中小股东利益的情形。 大连德迈仕精密科技股份有限公司 关于控制权拟发生变更的进展公告 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。 特别提示： 1、大连德迈仕精密科技股份有限公司（以下简称"公司""上市 公司"）控股股东大连德迈仕投资有限公司（以下简称"德迈仕投资"）持有公司 25,650,000股股份，占公司总股份的16.73%。2025年7月25日，德迈仕投资 全体股东与苏州汇心创智投资有限公司（以下简称"汇心创智"）签署《股权转让 协议》，德迈仕投资全体股东拟向汇心创智转让其持有的德迈仕投资100.00%的 股权。 2、本次交易完成后，上市 公司直接控股股东不变，汇心创智将通过控制德迈仕投资成为公司间接控股股东 ， 公司实际控制人由何建平先生变更为潘异先生。 3、基于扩大对上市公司表决权比例、进一步稳固控制权的目的，2025年7月 25日，汇心创智与潘异、潘但铨、刘迎新、唐柱 ...

Core Viewpoint - The report highlights a significant decline in the number of shareholders for many companies listed on the ChiNext board, indicating a trend of shareholder concentration and potential market volatility [1][2][3]. Group 1: Shareholder Changes - A total of 255 ChiNext stocks reported their latest shareholder numbers as of July 10, with 103 stocks experiencing a decline in shareholder count compared to June 30, representing a decrease of over 10% for 10 of these stocks [1]. - The stock with the largest decline in shareholder count is Fute Technology, which saw a decrease of 25.89% to 9,703 shareholders, with a cumulative drop of 10.15% in stock price since the concentration began [1][3]. - Other notable declines include Demais, with a 17.55% drop to 15,500 shareholders, and Yanggu Huatai, which decreased by 16.12% to 38,881 shareholders [1][2]. Group 2: Performance of Concentrated Stocks - Among the concentrated stocks, the average decline since July 1 is 1.10%, with top performers including Tianfu Communication, Zhengye Technology, and Meilian New Materials, which increased by 19.19%, 11.01%, and 9.65% respectively [2]. - The industries with the most concentrated stocks include machinery, electronics, and computers, with 18, 15, and 13 stocks respectively [2]. Group 3: Financial Performance Forecasts - Four concentrated stocks have released their half-year performance forecasts, with three expecting profit increases. Zhenyu Technology anticipates a net profit of 199 million yuan, representing a year-on-year increase of 50.70% [3]. - Qiaoyuan and Kema Technology are also expected to see net profit increases of 47.82% and 22.18% respectively [3].

Group 1 - A total of 573 stocks reported their latest shareholder numbers as of July 10, with 232 stocks showing a decrease compared to the previous period [1][3] - Among the stocks with a decline in shareholder numbers, 16 stocks experienced a drop of over 10%, with the largest decrease seen in Futec Technology, which fell by 25.89% to 9,703 shareholders [3][4] - The average increase for concentrated stocks since June 21 was 6.69%, outperforming the Shanghai Composite Index, which rose by 4.32%, with 63% of concentrated stocks yielding excess returns relative to the market [2][3] Group 2 - The stock with the highest increase in shareholder numbers was Hengtong Co., which rose by 13.67% since June 21, despite a decline in shareholder numbers [2][3] - The industry sectors with the most concentrated stocks include machinery, electronics, and basic chemicals, with 27, 24, and 22 stocks respectively [3][4] - Among the concentrated stocks, Guoyuan Securities reported a net profit increase of 40.44% in its half-year performance, while Haowu Co. is expected to see a net profit increase of 265.87% [4]

Group 1 - The company Dalian Demais Precision Technology Co., Ltd. has applied for a patent for a "Virtual Design Platform for Automotive Precision Axles under the Industrial Metaverse," indicating its focus on advanced simulation design technology [1] - The patent application involves collecting operational data of automotive precision axles and utilizing digital twin technology to create virtual models based on the interconnections of various functional units within the axles [1] - The platform aims to perform sensitivity analysis on the virtual models to determine critical design parameters and evaluate simulation performance under dynamic nonlinear conditions [1] Group 2 - Dalian Demais Precision Technology Co., Ltd. was established in 2001 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 15,334 million RMB and has made investments in two other enterprises while participating in 17 bidding projects [2] - The company holds 172 patents and has 48 administrative licenses, showcasing its active involvement in innovation and regulatory compliance [2]

Core Viewpoint - Demais reported a decline in revenue and net profit for Q1 2025 compared to the same period last year, indicating potential challenges in the company's financial performance [1][2]. Financial Performance - The company's revenue for Q1 2025 was 150.89 million yuan, a decrease of 10.60% year-on-year [1]. - The net profit attributable to shareholders was 10.87 million yuan, down 16.37% from the previous year [1]. - The net profit excluding non-recurring gains and losses was 9.92 million yuan, reflecting an 8.03% decline year-on-year [1]. - Basic earnings per share were 0.07 yuan, a decrease of 12.50% compared to the same period last year [1]. Cash Flow and Assets - The net cash flow from operating activities was 14.99 million yuan, down 40.25% year-on-year [1]. - Total assets at the end of the reporting period were 1,035.03 million yuan, a slight decrease of 0.68% from the end of the previous year [1]. Profitability Metrics - The gross profit margin for the company was 19.52%, an increase of 0.65 percentage points year-on-year, but a decrease of 4.13 percentage points quarter-on-quarter [2]. - The net profit margin was 7.21%, down 0.50 percentage points year-on-year and 0.59 percentage points from the previous quarter [2]. Expense Management - Total operating expenses for the period were 16.78 million yuan, a decrease of 1.36 million yuan compared to the same period last year [2]. - The expense ratio was 11.12%, an increase of 0.37 percentage points year-on-year [2]. - Sales expenses increased by 1.66% year-on-year, while management and R&D expenses decreased by 0.66% and 3.66%, respectively [2]. Leadership Compensation - The chairman and general manager, He Jianping, received a salary of 1.756 million yuan in 2023 and 1.907 million yuan in 2024, reflecting an 8.60% increase [4].

Core Viewpoint - Demais has resumed trading with a significant increase of 20%, achieving a market capitalization exceeding 4.1 billion yuan following the announcement of a share transfer deal worth 669 million yuan [1][2]. Group 1: Share Transfer and Control Change - The shareholders of Demais' controlling shareholder, Dalian Demais Investment, plan to transfer 100% of their shares to Suzhou Huixin Chuangzhi Investment Co., Ltd. for 669 million yuan [1]. - After the transaction, the direct controlling shareholder of Demais will remain unchanged, but Huixin Chuangzhi will become the indirect controlling shareholder, with the actual controller changing from He Jianping to Pan Yi [2]. - Huixin Chuangzhi was established in April 2023, and its major shareholder, Pan Yi, is a co-founder of Huichuan Technology, indicating a strong background in the industry [2]. Group 2: Business Overview and Performance - Demais specializes in precision shafts and precision cutting parts, with products used in automotive wiper systems and new energy drive spindles [2]. - The company has full-process processing capabilities for lead screws, supplying products to Tesla's Optimus supply chain and samples to Schaeffler [3]. - Despite its capabilities, Demais has shown weak performance, with projected revenue of 690 million yuan in 2024, a year-on-year increase of 6.77%, and a net profit of approximately 53.98 million yuan, a 1.18% increase [3]. - In Q1 2025, Demais reported revenue of 151 million yuan, a year-on-year decline of 10.6%, and a net profit of 10.87 million yuan, down 16.37% year-on-year [3].

Core Viewpoint - The latest financing balance of the ChiNext market is 339.346 billion yuan, with a week-on-week increase of 0.383 billion yuan, indicating a mixed performance among individual stocks in terms of financing balance changes [1][2]. Financing Balance Overview - As of May 26, the total margin balance of ChiNext stocks reached 340.278 billion yuan, an increase of 0.347 billion yuan from the previous trading day, with a financing balance of 339.346 billion yuan and a securities lending balance of 93.2 million yuan [1]. - A total of 447 stocks saw an increase in financing balance, with 26 stocks experiencing a growth of over 10% [1][3]. Notable Stocks with Increased Financing Balance - The stock with the highest increase in financing balance is Honggong Technology, which saw a financing balance of 63.481 million yuan, reflecting a week-on-week increase of 57.83% and a price increase of 2.51% [1][3]. - Other notable stocks with significant increases include Duorui Pharmaceutical and Demais, with increases of 47.30% and 39.00%, respectively [1][3]. Market Performance of Stocks with Increased Financing - Among the stocks with a financing balance increase of over 10%, the average price increase on that day was 0.88%, with 15 stocks rising [1][2]. - The top gainers included Xinbang Intelligent, Biaobang Co., and Chongde Technology, with increases of 16.16%, 8.95%, and 7.29%, respectively [1][2]. Stocks with Decreased Financing Balance - A total of 485 stocks experienced a decrease in financing balance, with 42 stocks showing a decline of over 5% [4]. - The stock with the largest decrease was Fusa Technology, with a financing balance of 47.5304 million yuan, reflecting a decline of 15.26% [4][5]. Notable Stocks with Decreased Financing Balance - Other significant decliners included Qide New Materials and Qushui Technology, with decreases of 14.99% and 13.09%, respectively [4][5]. - The overall trend indicates a mixed performance in the ChiNext market, with both increases and decreases in financing balances across various sectors [1][4].

Core Viewpoint - The recent increase in terminated share transfer agreements among listed companies highlights a dual nature in the market, where some companies continue to pursue strategic investments while others face regulatory scrutiny and market conditions that hinder transactions [2][5][6]. Group 1: Market Dynamics - In May, 13 listed companies announced the termination of share transfer agreements, a significant increase compared to previous months, which typically saw only three to five cases [5]. - The reasons for termination often include incomplete procedures and market conditions where previously set transfer prices are now below current market values [5][6]. - Despite the rise in terminations, there are still ongoing agreements aimed at introducing strategic investors or changing actual controllers, indicating that the market remains active [7][8]. Group 2: Regulatory Environment - The tightening of regulations following the introduction of new reduction rules has led to increased scrutiny of share transfer agreements, with calls for clearer prohibitions on certain behaviors to prevent gray operations [3][9]. - The market is seeing a trend where parties involved in agreements are extending lock-up periods to enhance compliance and reduce the risk of speculative trading [10][11]. Group 3: Strategic Implications - Protocol transfers serve as an effective tool for major shareholders to meet liquidity needs while avoiding direct impacts on stock prices from secondary market sales [6][8]. - The presence of financial investors as transferees is becoming more challenging, but agreements aimed at strategic partnerships continue to progress normally [8]. - The market's dual characteristics suggest a need for balance between resource allocation functions and risk prevention in the context of share transfers [3][10].