每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 每经AI快讯，瑞纳智能（SZ 301129，收盘价：28.53元）10月9日晚间发布公告称，瑞纳智能设备股份 有限公司分别于近日收到公司股东、董事、副总经理王兆杰先生、董君永先生出具的《关于股份减持计 划的告知函》。王兆杰先生持有公司股份594万股，约占公司总股本的4.37%，计划自本公告披露之日 起15个交易日后的3个月内，通过集中竞价方式减持公司股份，减持数量合计不超过80万股，占公司总 股本比例为0.59%；董君永先生持有公司股份396万股，约占公司总股本的2.91%，计划自本公告披露之 日起15个交易日后的3个月内，通过集中竞价方式减持公司股份，减持数量合计不超过80万股，占公司 总股本比例为0.59%。 （记者 王晓波） 2024年1至12月份，瑞纳智能的营业收入构成为：仪器仪表制造业占比100.0%。 截至发稿，瑞纳智能市值为39亿元。 ...

每经AI快讯，10月9日，瑞纳智能（301129）(301129.SZ)公告称，公司董事、副总经理王兆杰、董君永 计划自公告披露之日起15个交易日后的3个月内，通过集中竞价方式分别减持不超过80万股和80万股， 分别占公司总股本的0.59%。减持原因为自身资金需要，股份来源为公司首次公开发行前股份及以资本 公积金转增股本获得的股份。 ...

Core Viewpoint - As of September 30, 2025, Ruina Intelligent (301129) closed at 28.1 yuan, down 1.51%, with a turnover rate of 6.27% and a trading volume of 23,400 shares, amounting to a transaction value of 66.5985 million yuan [1]. Group 1: Company Performance - The company has not disclosed its total bid amount for the year to date, citing compliance with regulatory requirements for information disclosure [1]. - The company primarily acquires projects through bidding processes, and investors are encouraged to check official bidding websites for project award information [1]. Group 2: Market Activity - On September 30, the net outflow of main funds was 5.8918 million yuan, accounting for 8.85% of the total transaction value [2]. - Retail investors showed a net inflow of 7.7859 million yuan, representing 11.69% of the total transaction value [2].

Core Viewpoint - The company, Ruina Intelligent (301129), has won a bid for the construction and renovation of a smart heating station for the Weihai Thermal Power Group, with a contract value of 68.9387 million yuan, marking a significant breakthrough in its strategic development in the region [1] Group 1 - The project signifies the company's deepening strategy in the region and lays the foundation for future smart heating projects in Weihai and other areas [1] - The company is currently in detailed discussions with the client regarding the specifics of the contract terms [1]

Core Viewpoint - Recently, the company’s wholly-owned subsidiary successfully won a bid for a project involving the renovation of aging heating pipelines and facilities for Urumqi Thermal Power Group, with a contract value of 225.04 million yuan [1] Group 1: Project Details - The contract value for the Urumqi project is 225.04 million yuan [1] - The project represents a significant breakthrough for the company in expanding its business in the Xinjiang region [1] - Successful execution of the project is expected to positively impact the company's future operating revenue and profit [1] Group 2: Strategic Importance - The project will help establish a benchmark case in the northwest smart heating renovation market [1] - It lays a solid foundation for the company to participate in similar projects in the local area and further expand its regional business [1] - The northwest region is being cultivated as a new growth point for the company's performance [1] Group 3: Current Status - The Urumqi project has not yet entered the acceptance and settlement stage, making it difficult to accurately estimate related revenue recognition and profit calculations [1]

Core Viewpoint - Ruina Intelligent (301129) confirmed on September 30 that its projects are primarily acquired through bidding processes, and investors can check project winning information through official bidding websites [1] Group 1 - The company engages in project acquisition mainly through bidding [1] - Investors are encouraged to verify project winning information via official channels [1]

Core Insights - The stock of Ruina Intelligent increased by 1.37% on September 25, with a trading volume of 105 million yuan [1] - The company reported a financing buy-in amount of 9.08 million yuan and a net financing buy-in of -2.56 million yuan on the same day [1] - As of September 25, the total financing and securities lending balance for Ruina Intelligent was 72.23 million yuan, accounting for 5.36% of its market capitalization [1] Financing Summary - On September 25, Ruina Intelligent had a financing buy-in of 9.08 million yuan, with a financing balance of 72.23 million yuan, which is above the 90th percentile level over the past year [1] - The company had no securities lending activity on September 25, with a securities lending balance of 0.00 yuan, indicating a high level of inactivity in this area [1] Company Overview - Ruina Intelligent Equipment Co., Ltd. was established on April 9, 2008, and went public on November 2, 2021 [2] - The company specializes in intelligent research and application of heating core products, data management, and AI data application services, positioning itself as a one-stop low-carbon smart heating solution provider in China [2] - The revenue composition includes 79.59% from energy-saving services, 17.01% from product sales, and 3.19% from system engineering [2] Financial Performance - For the first half of 2025, Ruina Intelligent achieved a revenue of 92.59 million yuan, representing a year-on-year growth of 27.20% [2] - The net profit attributable to the parent company was -6.93 million yuan, showing a year-on-year increase of 59.63% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Ruina Intelligent was 9,049, an increase of 0.81% from the previous period [2] - The average circulating shares per person decreased by 0.20% to 3,993 shares [2] Dividend Information - Ruina Intelligent has distributed a total of 164 million yuan in dividends since its A-share listing, with 113 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, China Life Asset Management's Wisdom Life Stock A was the third-largest circulating shareholder, holding 1.42 million shares, unchanged from the previous period [3]

Core Viewpoint - The company emphasizes the stability of accounts receivable due to its clientele primarily consisting of state-owned heating companies, which are characterized by good financial health, high creditworthiness, and stable operations [1] Group 1 - The majority of the company's clients are state-owned heating companies, ensuring a stable financial environment and reducing collection risks [1] - The company actively focuses on accounts receivable collection, incorporating it into the performance assessment of business personnel to enhance their initiative and proactivity in collecting payments [1] - Continuous communication and coordination with heating companies are maintained to intensify the collection efforts and shorten the payment cycle, ensuring cash flow [1]

Core Viewpoint - Ruina Intelligent stated that its semiconductor-related products are still in the research and development stage, and the specific contribution to performance will depend on the progress of R&D [2] Group 1 - The company has made progress in its semiconductor-related business, which has been disclosed in previous regular reports [2] - The latest progress will be disclosed in future regular reports in accordance with information disclosure regulations [2]

Core Viewpoint - Ruina Intelligent (301129.SZ) is currently in the research and development phase for its semiconductor-related products and has not yet entered the commercialization validation stage [1] Group 1 - The company has no current plans for the application of SiC power devices related to smart heating equipment [1]