Core Viewpoint - Ouma Software (301185.SZ) has completed a share transfer, resulting in a change of controlling shareholder from Shanda Capital to Shandong Guotou, with the actual controller now being the State-owned Assets Supervision and Administration Commission of Shandong Province [1] Group 1 - The company received notification from Shanda Capital regarding the transfer of shares, which has been confirmed by the Shenzhen Stock Exchange for compliance [1] - The share transfer involved 39,612,500 shares, representing 25.82% of the company's total share capital [1] - The nature of the transferred shares is unrestricted circulating shares, allowing for free trading [1] Group 2 - Following the completion of the share transfer, Shandong Guotou holds 25.82% of the company's shares and corresponding voting rights [1] - The change in controlling shareholder signifies a shift in governance from Shanda Capital to Shandong Guotou [1] - The actual control of the company has transitioned from Shandong University to the State-owned Assets Supervision and Administration Commission of Shandong Province [1]

Core Points - Ouma Software (301185) announced on November 25 that it has completed the transfer of shares from its controlling shareholder, Shanda Capital, to Shandong Guotou [1] - Following the transfer, Shandong Guotou holds 25.82% of the company's shares and corresponding voting rights, resulting in a change of the controlling shareholder from Shanda Capital to Shandong Guotou [1] - The actual controller of the company has shifted from Shandong University to the State-owned Assets Supervision and Administration Commission of the Shandong Provincial Government [1]

证券代码：301185 证券简称：鸥玛软件 公告编号：2025-047 山东山大鸥玛软件股份有限公司 关于国有股权无偿划转完成过户登记暨控股股东、实际控制人 发生变更的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 山东山大鸥玛软件股份有限公司（以下简称"公司"）于2025年11月25日收 到控股股东山东山大资本运营有限公司（以下简称"山大资本"）的通知，其无 偿划转公司股份事宜已完成过户登记手续。具体情况如下： 一、本次股权无偿划转基本情况 三、控股股东、实际控制人变更情况 | 股东名称 | 本次变动前持有股份 | 持有比例 | 本次变动后持有股份 | | | --- | --- | --- | --- | --- | | | 持股数量（股） | （%） | 持股数量（股） | 持有比例（%） | | 山东国投 | - | - | 39,612,500 | 25.82 | | 山大资本 | 47,263,944 | 30.81% | 7,651,444 | 4.99 | 本次股份转让过户完成前后，交易双方的持股情况 ...

Investment Rating - The report maintains an investment rating of "B" for the electronic skin industry, indicating a leading position in the market [1]. Core Insights - The electronic skin is a key tactile sensing system for humanoid robots, enabling them to interact with their environment through pressure and temperature sensing [13]. - The market for electronic skin is projected to reach $756 million by 2030, driven by the increasing demand for humanoid robots [4]. - The industry faces three major barriers: materials, manufacturing processes, and algorithms, which are critical for establishing competitive advantages [24][32]. Summary by Sections 1. Electronic Skin: Key to Humanoid Robot Interaction - Electronic skin mimics natural skin functions and is essential for humanoid robots to perceive their surroundings [13]. - The technology can be categorized into resistive, capacitive, and piezoelectric types, with resistive sensors being the most common in humanoid robots [2][21]. 2. Domestic Enterprises Accelerating Layout - Overseas companies dominate the high-end market, holding approximately 57.1% of the global flexible tactile sensor market share [4][41]. - Domestic companies are rapidly closing the technology gap, supported by favorable policies and manufacturing capabilities, with firms like Fulei New Materials and Hanwei Technology emerging as key players [5][46]. 3. Key Companies to Watch - Fulei New Materials has completed pilot production and is supplying small batches to leading clients in the dexterous hand sector [5]. - Hanwei Technology has established partnerships with nearly 30 robot manufacturers and is expanding its production capacity [5]. - Keli Sensor and other companies are also making strides in the electronic skin sector, focusing on multi-physical sensors and flexible tactile sensors [5][46].

Group 1 - The core viewpoint of the news is that Ouma Software's stock has experienced fluctuations, with a recent decline of 2.01% and a market capitalization of 3.134 billion yuan [1] - Ouma Software's stock price has increased by 21.75% year-to-date, with a 3.65% rise in the last five trading days and a 5.42% increase over the past 20 days, while it has decreased by 2.20% over the last 60 days [2] - The company primarily operates in the examination and assessment information technology sector, with 86.95% of its revenue coming from paperless examination and online scoring services [2] Group 2 - As of November 10, 2025, Ouma Software had 15,200 shareholders, a decrease of 1.86% from the previous period, with an average of 9,186 circulating shares per shareholder, an increase of 1.90% [2] - For the period from January to September 2025, Ouma Software reported revenue of 138 million yuan, a year-on-year decrease of 2.57%, while net profit attributable to the parent company was 44.5 million yuan, a year-on-year increase of 6.32% [2] - The company has distributed a total of 123 million yuan in dividends since its A-share listing, with 92.05 million yuan distributed over the past three years [3]

Core Insights - Ouma Software's stock price increased by 2.08% on November 17, reaching 20.12 CNY per share, with a market capitalization of 3.087 billion CNY [1] - The company has seen a year-to-date stock price increase of 19.90% and a recent 5-day increase of 0.65% [1] Financial Performance - For the period from January to September 2025, Ouma Software reported a revenue of 138 million CNY, a year-on-year decrease of 2.57%, while the net profit attributable to shareholders was approximately 44.50 million CNY, reflecting a year-on-year increase of 6.32% [2] - Cumulative cash dividends since the company's A-share listing amount to 123 million CNY, with 92.05 million CNY distributed over the past three years [3] Shareholder Information - As of November 10, 2025, the number of shareholders decreased by 1.86% to 15,200, while the average circulating shares per person increased by 1.90% to 9,186 shares [2] - As of September 30, 2025, the sixth largest circulating shareholder is Dazhong Zhongzheng 360 Internet + Index A, holding 865,800 shares as a new shareholder [3]

Group 1 - The core point of the article is that Ouma Software (301185) has reported a total of 15,226 shareholders as of November 10, 2025 [1]

Group 1 - The core viewpoint of the news is that Ouma Software experienced a decline in stock price and trading volume, with significant financing activities indicating a high level of investor interest despite the drop [1] - As of November 11, Ouma Software's financing balance reached 129 million yuan, accounting for 4.24% of its market capitalization, which is above the 60th percentile of the past year [1] - The company reported a total revenue of 138 million yuan for the first nine months of 2025, reflecting a year-on-year decrease of 2.57%, while net profit attributable to shareholders increased by 6.32% to approximately 44.5 million yuan [2] Group 2 - Ouma Software has distributed a total of 123 million yuan in dividends since its A-share listing, with 92 million yuan distributed over the past three years [3] - The number of shareholders increased by 10.82% to 15,500 as of October 31, while the average number of circulating shares per shareholder decreased by 9.76% to 9,015 shares [2] - Among the top ten circulating shareholders, Dazheng Zhongzheng 360 Internet + Index A is a new entrant, holding 865,800 shares, while Baodao Growth Zhihang Stock A has exited the top ten list [3]

北京德和衡律师事务所 BEIJING DHH LAW FIRM 北京德和衡律师事务所 关于山东山大鸥玛软件股份有限公司 2025年第一次临时股东大会的 法律意见书 德和衡证见意见（2025）第208号 中国·北京市朝阳区建国门外大街 2 号银泰中心 C 座 11、12 层 电话： (+86 10) 8540 7666 邮编：100022 www.deheheng.com 北京德和衡律师事务所 关于山东山大鸥玛软件股份有限公司 2025年第一次临时股东大会的 法律意见书 德和衡证见意见（2025）第208号 致：山东山大鸥玛软件股份有限公司 北京德和衡律师事务所（以下简称"本所"）接受山东山大鸥玛软件股份有限公司（以下 简称"公司"或"贵公司"）的委托，指派本所律师出席贵公司 2025 年第一次临时股东大会。 本所律师依据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证 券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）、 《山东山大鸥玛软件股份有限公司章程》（以下简称"《公司章程》"）及相关法律法规以及 规范性文件的规定，就本次股东大会的有关事宜出具本 ...

一、会议召开和出席情况 1、现场会议召开时间：2025 年 11 月 7 日（星期五）下午 14:30。 证券代码：301185 证券简称：鸥玛软件 公告编号：2025-046 山东山大鸥玛软件股份有限公司 2025 年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会无变更、否决议案的情形。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 2、网络投票时间：2025 年 11 月 7 日。 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 11 月 7 日 09:15—09:25，09:30—11:30 和 13:00—15:00；通过深圳证券交易所互联网 投票系统投票的具体时间为：2025 年 11 月 7 日上午 09:15 至下午 15:00 期间的 任意时间。 3、会议召开地点：山东省济南市高新区伯乐路 128 号山东山大鸥玛软件股 份有限公司（以下简称"公司"）五楼 A503 会议室。 4、会议的召开方式：本次股东大会所采用的表决方式是现场表决与网络投 票相结合的方式。 5 ...