江西百胜智能科技股份有限公司（以下简称"公司"、"百胜智能"）于2025 年12月29日召开第四届董事会第六次会议，审议通过了《关于部分募投项目延期 的议案》，同意公司结合募投项目的实际建设进度情况，对首次公开发行股票的 募集资金投资项目之"智能出入口安防设备生产基地建设项目"和"研发技术中 心升级建设项目"进行延期。公司本次部分募投项目延期事项在董事会审批权限 范围内，无需提交股东会审议。上述事项已经保荐机构出具了同意的核查意见， 现将有关情况公告如下： 一、募集资金基本情况 （一）募集资金到位情况 经中国证券监督管理委员会《关于同意江西百胜智能科技股份有限公司首次 公开发行股票注册的批复》（证监许可[2021]2603 号）同意注册，百胜智能于 2021 年 10 月首次公开发行新股 4,446.6667 万股，每股面值为人民币 1.00 元， 发行价格 9.08 元/股，募集资金总额为人民币 403,757,336.36 元，扣除不含税 发行费用人民币 47,901,450.64 元，实际募集资金净额为人民币 355,855,885.72 元。上述募集资金已于 2021 年 10 月 15 日到位，天职 ...

Group 1 - The core viewpoint of the news is that Baisheng Intelligent experienced a decline in stock price and trading volume, with significant financing activity indicating high investor interest despite recent revenue challenges [1][2]. - As of December 23, Baisheng Intelligent's stock price fell by 1.58%, with a trading volume of 57.74 million yuan. The financing buy-in amounted to 4.37 million yuan, while the net financing buy was 534,600 yuan [1]. - The total financing and securities lending balance for Baisheng Intelligent reached 79.30 million yuan, accounting for 2.39% of its market capitalization, indicating a high level of financing activity compared to the past year [1]. Group 2 - As of December 10, the number of shareholders for Baisheng Intelligent increased by 22.65% to 13,100, while the average circulating shares per person decreased by 18.47% to 6,556 shares [2]. - For the period from January to September 2025, Baisheng Intelligent reported a revenue of 254 million yuan, a year-on-year decrease of 8.65%, while the net profit attributable to shareholders increased by 20.70% to 31.69 million yuan [2]. - Since its A-share listing, Baisheng Intelligent has distributed a total of 55.14 million yuan in dividends, with 48.91 million yuan distributed over the past three years [3].

Commercial Aerospace - Shengjing Micro has not yet laid out products and applications related to commercial aerospace [1] Humanoid Robots - Weifeng Electronics is highly focused and actively laying out emerging application fields, including humanoid robots [1] - Baisheng Intelligent has established a research and development department for intelligent robotic products [1] Optical Modules - LightSpeed Technology's 1.6T optical module products are now capable of mass delivery [1] - Fenghua High-Tech's anti-sulfur resistors and other products have been directly applied to optical module products [1] Other Developments - Haohan Deep has provided safety system support for L3-level autonomous driving in multiple regions [1] - Caesar Travel has established Yisheng Payment, which holds a full payment license in China [1]

南财智讯12月22日电，百胜智能在投资者关系活动中表示，公司的伺服高速谐波道闸已在成都双流机场 项目稳定运行一年多，单台日均运行次数达1万次，目前正采购多种谐波减速器用于产品升级改造。 ...

证券代码：301083 证券简称：百胜智能 江西百胜智能科技股份有限公司 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | 现场参观 其他 | | 参与单位名称 | 浙江思考私募基金股份有限公司 岳志斌 | | 及人员姓名 | | | 时间 | 2025 年 12 月 20 日 | | 地点 | 江西百胜智能科技股份有限公司 | | 上市公司接待 | 总经理 刘子尧 | | 人员姓名 | 董事会秘书 贾虓龙 | | | 机械工程师 谈磊 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、百胜智能的高速谐波器目前使用情况？ | | | 百胜智能的伺服高速谐波道闸已在成都双流机场项目运行一 | | | 年多，单台运行次数 万次/天，目前正在采购更多各种谐波 1 | | 投资者关系活动 | 减速器进行产品的升级改造。 | | 主要内容介绍 | | | | 2、百胜智能目前机器人产品的开发情况？ | | | 百胜智能已设立机器人智能产品研发部，主要对公司巡检、安 ...

Core Viewpoint - Baisheng Intelligent is expanding into the robotics industry through the acquisition of a 51% stake in Zhongke Shengu Technology Development Co., Ltd for a preliminary price of 100 million yuan, with a valuation not exceeding 200 million yuan [2][3] Group 1: Acquisition Details - The acquisition will be funded by surplus funds from the company's initial public offering [3] - Zhongke Shengu, established in March 2017, focuses on the research and application of embodied intelligent robotics and is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise by the Ministry of Industry and Information Technology [2][3] - The acquisition includes performance commitments for the years 2026 to 2028, with cumulative targets of 350 million yuan in revenue and 28 million yuan in net profit [5][6] Group 2: Technology and Product Development - Zhongke Shengu has developed various intelligent robotic products, including single-arm, multi-arm, and humanoid robots, serving sectors such as research, military, advanced manufacturing, and healthcare [4] - The collaboration aims to leverage Baisheng Intelligent's strengths in smart parking and IoT with Zhongke Shengu's R&D capabilities, creating a complementary synergy [4] Group 3: Financial Performance and R&D Investment - In the first three quarters of 2025, Baisheng Intelligent reported revenues of 254 million yuan, a year-on-year decrease of 8.65%, while its net profit increased by 20.70% to 31.69 million yuan [8] - The company has maintained a debt-to-asset ratio below 20% since 2021, reaching 18.60% by the end of the third quarter of 2025 [9] - Baisheng Intelligent has consistently increased its R&D expenses for nearly eight years, with 2025's R&D expenses reaching 14.11 million yuan, a year-on-year increase of 3.44% [10][11]

Core Points - The China Securities Regulatory Commission (CSRC) is soliciting public opinions on the draft of the "Regulations on the Supervision and Administration of Listed Companies" [5] - The National Financial Regulatory Administration has adjusted risk factors related to insurance companies' investment in stocks and insurance businesses [2][3] Group 1: Regulatory Changes - The risk factor for stocks held by insurance companies for over three years in the CSI 300 index has been reduced from 0.3 to 0.27 [3] - The risk factor for stocks held for over two years in the Sci-Tech Innovation Board has been reduced from 0.4 to 0.36 [3] - The premium risk factor for export credit insurance and overseas investment insurance has been lowered from 0.467 to 0.42, and the reserve risk factor from 0.605 to 0.545 [3] Group 2: Company News - Sun Cable announced that its major shareholder, Yili Group, completed a share reduction plan, selling approximately 21.67 million shares, which is 3% of the total share capital [7] - The stock price of Sun Cable has increased by over 90% this year, and it has experienced a "four consecutive limit-up" in recent trading days [7] - Hai Tai Development has decided to terminate its cash acquisition of Zhixue Cloud Technology due to a lack of agreement on key transaction terms [8] - Bo Hai Chemical is planning a major asset sale and related transactions, with its stock set to be suspended from trading starting December 8 [8] - Wan Ke A has decided to forgo its redemption option on a bond with a balance of 1.1 billion yuan, citing current market conditions [10]

证券日报网讯 12月5日，百胜智能在互动平台回答投资者提问时表示，截至2025年11月28日（星期五） 股东总户数为10646户。 （文章来源：证券日报） ...

Group 1: Major Transactions - Bohai Chemical is planning to sell 100% equity of Tianjin Bohai Petrochemical and acquire control of Anhui Taida New Materials through a combination of share issuance and cash payment, leading to a significant asset restructuring [1] - Zhongneng Electric is set to acquire 65% equity and debt from three companies, which may constitute a major asset restructuring but will not involve share issuance or change in control [4] - Hai Tai Development has decided to terminate the acquisition of controlling interest in Zhixueyun Technology due to disagreements on key terms, ensuring no adverse impact on normal business operations [5] Group 2: Performance Updates - Wen's shares reported a sales revenue of 3.324 billion yuan from meat chickens in November, marking a year-on-year increase of 10.18% [6] - Shuguang shares saw a 71.07% year-on-year increase in vehicle sales, totaling 207 units in November [6] - Muyuan shares experienced a decline in sales revenue from commodity pigs, reporting 9.39 billion yuan, a decrease of 20.43% year-on-year [6] - Pengding Holdings reported a 5.58% year-on-year decrease in consolidated revenue for November [6] Group 3: Industry Developments - Xiangxi Dairy reported a 6.3% month-on-month increase in fresh milk production in November, although it saw a year-on-year decline of 6.47% [7] - Baisheng Intelligent plans to acquire 51% equity in Zhongke Shengu, which focuses on the research and application of core technologies for embodied intelligent robots [7]

Group 1 - Shareholder of Xidiwei plans to reduce holdings by up to 3% of total shares, amounting to 12.37 million shares [2] - Minsheng Bank successfully issued 6 billion yuan of 3-year floating rate financial bonds to optimize its liability structure [3] - Baisheng Intelligent intends to acquire 51% stake in Zhongke Shengu for 100 million yuan, with a preliminary valuation of up to 200 million yuan [4] Group 2 - Junshi Biosciences received acceptance for the new drug application of Rocaqi monoclonal antibody injection for treating moderate to severe plaque psoriasis [5] - Ganneng Co. announced the successful commissioning of its clean coal power project, achieving national performance standards [6] - Yuekang Pharmaceutical plans to issue H-shares and list on the Hong Kong Stock Exchange [7][8] Group 3 - Qingtang City received notice of expropriation for Huaneng Mall, which will be shut down pending approval processes [9] - Meilixin's controlling shareholder plans to increase holdings by 50 million to 100 million yuan, with a maximum price of 52 yuan per share [10] - Zhenghong Technology reported a 20.43% year-on-year decline in November pig sales revenue [11][12] Group 4 - GAC Group reported a 9.72% year-on-year decline in November automobile sales, totaling 179,700 units [16] - Oupokangshi received approval for clinical trials of a new eye drop for treating presbyopia [17] - Kang En Bei announced the resignation of its chairman and legal representative due to work adjustments [18] Group 5 - Jiangxi Changyun is set to receive 15.7 million yuan in compensation for the expropriation of part of its properties [28] - Tianrun Dairy reported a 2.99% month-on-month increase in November pig sales revenue [29] - New Point Software won a 54 million yuan contract for a digital smart community construction project [31]