Financial Performance - The company expects a net loss of 44 million yuan for the fiscal year 2025, compared to a profit of 6.6 million yuan in the same period last year[4] - The net loss after deducting non-recurring gains and losses is projected to be 46 million yuan, down from a profit of 4.8869 million yuan in the previous year[4] Revenue and Project Scale - The decrease in revenue recognition is attributed to a reduction in the scale of industrial automation integration projects accepted during the reporting period compared to the previous year[6] Non-Recurring Gains and Losses - The company is liquidating its subsidiary Zhuhai Jingsheng Technology, which is expected to impact non-recurring gains and losses by approximately 16 million yuan[7] - The impairment provision for equity assets is estimated to negatively affect non-recurring gains and losses by about 22 million yuan[7] Asset Restructuring - The company is planning a major asset restructuring, incurring due diligence and evaluation costs during the reporting period[7] Financial Reporting - The financial data presented is preliminary and has not been audited, with detailed financial information to be disclosed in the 2025 annual report[8]

Core Viewpoint - The stock of Xunbang Intelligent experienced a decline of 3.81% on January 26, with a trading volume of 100 million yuan, indicating a challenging market environment for the company [1]. Financing and Margin Trading - On January 26, Xunbang Intelligent had a financing buy-in amount of 9.2754 million yuan and a financing repayment of 12.2381 million yuan, resulting in a net financing outflow of 2.9627 million yuan [1]. - The total margin trading balance for Xunbang Intelligent as of January 26 was 111 million yuan, which represents 2.50% of its circulating market value and is above the 80th percentile of the past year [1]. - There were no shares sold or repaid in the securities lending market on January 26, with a total securities lending balance of 0.00 yuan, indicating a high level of inactivity in this area [1]. Company Overview - Xunbang Intelligent Equipment Co., Ltd. was established on July 18, 2005, and went public on June 29, 2022. The company specializes in the design, research and development, manufacturing, assembly, and sales of automotive intelligence and automation production lines [1]. - The main revenue components of the company include industrial automation integration projects (61.61%), intelligent production devices and accessories (33.45%), and technical services and others (4.94%) [1]. Shareholder Information - As of January 20, the number of shareholders for Xunbang Intelligent was 10,200, a decrease of 5.72% from the previous period, while the average circulating shares per person increased by 6.07% to 10,824 shares [2]. - By September 30, 2025, the top ten circulating shareholders included notable entities such as Huaxia CSI Robotics ETF, which increased its holdings by 226,700 shares, and Tianhong CSI Robotics ETF, which entered the top ten as a new shareholder [3].

Group 1 - The core point of the article is that as of January 20, 2026, the company has a total of 10,187 registered shareholders [2]

Core Viewpoint - Xunbang Intelligent experienced a 5% decline in stock price, reaching 40.81 CNY per share, with a trading volume of 1.44 billion CNY and a turnover rate of 3.15%, resulting in a total market capitalization of 4.5 billion CNY [1] Company Overview - Guangzhou Xunbang Intelligent Equipment Co., Ltd. is located in Huadu District, Guangzhou, Guangdong Province, and was established on July 18, 2005. The company was listed on June 29, 2022. Its main business involves the design, research and development, manufacturing, assembly, and sales of automotive intelligence, automation production lines, and complete equipment [1] - The revenue composition of the main business includes: 61.61% from industrial automation integration projects, 33.45% from intelligent production devices and components, and 4.94% from technical services and others [1] Shareholder Information - Among the top ten circulating shareholders of Xunbang Intelligent, one fund under Huaxia Fund holds a significant position. The Huaxia CSI Robot ETF (562500) increased its holdings by 226,700 shares in the third quarter, bringing its total to 1.2169 million shares, which accounts for 1.1% of the circulating shares. The estimated floating loss today is approximately 2.6163 million CNY [2] - The Huaxia CSI Robot ETF (562500) was established on December 17, 2021, with a current scale of 22.798 billion CNY. Year-to-date returns are 7.38%, ranking 1984 out of 5517 in its category; the one-year return is 43.71%, ranking 2056 out of 4203; and since inception, the return is 9.33% [2]

Core Viewpoint - Xibang Intelligent (301112) focuses on high-end equipment with core technologies in industrial robots, collaborative robots, and related intelligent technologies, primarily researching and applying high-precision automated detection equipment for key aerospace components [1] Group 1: Business Focus - The company is currently engaged in research and application of automated detection equipment for critical aerospace components [1] - Main downstream customers include manufacturing enterprises and research institutions, with no involvement in the commercial aerospace sector at this time [1] - The sales amount from this business segment is relatively small [1]

Group 1 - The company is acquiring a target company through a combination of issuing shares and cash payment, with the share issuance price set at 20.40 CNY per share, adjusted to 20.30 CNY per share [1] - The final issuance price is subject to approval by the Shenzhen Stock Exchange and registration by the China Securities Regulatory Commission [1] - The target company, Indichip Micro, is a fabless chip design firm that has achieved industrialization in automotive interior lighting control chips, leading the domestic market [1] Group 2 - According to the "China Automotive Chip Industrial Development Report" published by Chebai Zhiku Research Institute in 2025, Indichip Micro holds the largest market share in domestic automotive interior lighting control chips [1] - The company plans to raise matching funds by issuing shares to no more than 35 qualified specific investors through an inquiry method [1] - The transaction requires approval from the Shenzhen Stock Exchange and consent from the China Securities Regulatory Commission for registration [1]

Group 1 - The automation equipment sector increased by 1.87% on January 9, with Tianzhun Technology leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - Notable gainers in the automation equipment sector included Tianzhun Technology, which rose by 13.36% to a closing price of 68.80, and Hongxun Technology, which increased by 10.03% to 17.11 [1] Group 2 - The automation equipment sector experienced a net outflow of 528 million yuan from institutional investors, while retail investors saw a net inflow of 898 million yuan [2] - The top individual stocks by net inflow included Robotech, with a net inflow of 14.6 million yuan, and Kaidi Co., with a net inflow of 58.1 million yuan [3] - The overall trading volume for the automation equipment sector was significant, with Robotech achieving a transaction amount of 3.325 billion yuan [1][3]

Core Viewpoint - The Shenzhen Stock Exchange has issued an inquiry letter regarding Xunbang Intelligent's acquisition of 100% equity in Yindi Chip Micro, focusing on the high goodwill risk post-transaction [1] Group 1: Transaction Details - The acquisition will result in a goodwill of 2,148.65 million yuan, which represents 48.61% of total assets and 74.12% of net assets [1] - The regulatory body has requested clarification on the potential impact of goodwill impairment on key financial indicators such as net assets and net profit, as well as the company's risk-bearing capacity [1] Group 2: Company Response - Xunbang Intelligent claims that Yindi Chip Micro is a leading supplier of automotive-grade chips, with cumulative shipments exceeding 350 million units, and has achieved operational profitability excluding share payments [1] - The company has set performance commitments for 2025-2027, with average revenue expected to be ≥850 million yuan and net profit ≥100 million yuan, which is projected to effectively cover goodwill impairment risks [1] Group 3: Strategic Implications - The transaction is expected to create synergies between "equipment and chips," aligning with the automotive industry's demand for self-sufficiency and significantly enhancing the supply chain [1] - Although there may be a short-term dilution of earnings per share, the long-term outlook indicates substantial growth in total assets and revenue, with a projected increase of 653.95% in net profit attributable to the parent company for the period from January to August 2025, excluding special factors [1]

广州信邦智能装备股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易报告书（草案）（修订稿） 证券代码：301112 证券简称：信邦智能 上市地：深圳证券交易所 广州信邦智能装备股份有限公司 发行股份及支付现金购买资产并募集配套资金暨 关联交易报告书 （草案）（修订稿） | 项 目 | 名 称 | | --- | --- | | 购买资产交易对方 | ADK、无锡临英、庄健、晋江科宇、Vincent Isen 名英迪芯微股东 Wang、扬州临芯等 40 | | 募集配套资金认购方 | 不超过 35 名符合中国证监会规定的特定投资者 | 独立财务顾问 签署日期：二〇二六年一月 广州信邦智能装备股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易报告书（草案）（修订稿） 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相同含义。 一、上市公司声明 本公司及本公司全体董事、高级管理人员保证上市公司及时、公平地披露信息， 保证本报告书及其摘要内容的真实、准确、完整，不存在虚假记载、误导性陈述或者 重大遗漏，保证本报告书所引用的相关数据的真实性和合理性，并对所提供信息的真 实性、准确 ...

广州信邦智能装备股份有限公司 关于深圳证券交易所 《关于广州信邦智能装备股份有限公司发行股份及支 付现金购买资产并募集配套资金申请的审核问询函》 之 回复报告 独立财务顾问 签署日期：二〇二六年一月 1-1 深圳证券交易所： 按照贵所下发的《关于广州信邦智能装备股份有限公司发行股份及支付现金 购买资产并募集配套资金申请的审核问询函》（审核函〔2025〕030019 号）（以 下简称"审核问询函"）的要求，广州信邦智能装备股份有限公司（以下简称"公 司"、"上市公司"或"信邦智能"）及相关中介机构就审核问询函所提问题进行了 认真讨论分析，并按照要求在《广州信邦智能装备股份有限公司发行股份及支付 现金购买资产并募集配套资金暨关联交易报告书（草案）》（以下简称"重组报告 书"）中进行了补充披露，现将相关回复说明如下。 如无特别说明，本审核问询函回复（以下简称"本回复"）所述的词语或简称 与重组报告书中"释义"所定义的词语或简称具有相关的含义。在本回复中，若合 计数与各分项数值相加之和在尾数上存在差异，均为四舍五入所致。本回复所引 用的财务数据和财务指标，如无特殊说明，指合并报表口径的财务数据和根据该 类财务数据计算 ...