Summary of Key Points Core Viewpoint - On August 1, two listed companies had their restricted shares unlocked, with a total market value of approximately 6.144 billion yuan [1] Company Specifics - **Huadong Holdings (华统股份)**: - Stock Code: 002840 - Type of Restricted Shares: Issuance of A-shares for institutional placement - Number of Shares Unlocked: 132 million [1] - **Beilu Zhikong (北路智控)**: - Stock Code: 301195 - Type of Restricted Shares: Pre-issuance share restrictions - Number of Shares Unlocked: 82.4264 million [1]

Group 1 - On August 1, a total of 14 companies had their restricted shares unlocked, with a total unlock volume of 685 million shares, amounting to a market value of 9.427 billion yuan based on the latest closing price [1] - Five companies had an unlock volume exceeding 10 million shares, with Li New Energy, Huaton Co., and Beilu Zhikong leading the unlock volume at 465 million shares, 132 million shares, and 38.068 million shares respectively [1] - In terms of unlock market value, five companies had an unlock value exceeding 100 million yuan, with Li New Energy, Boshijie, and Beilu Zhikong leading at 3.28 billion yuan, 1.759 billion yuan, and 1.393 billion yuan respectively [1] Group 2 - Five companies had an unlock ratio exceeding 10% of their total share capital, with Li New Energy, Beilu Zhikong, and Boshijie having the highest unlock ratios at 49.78%, 28.82%, and 24.87% respectively [1]

Core Viewpoint - The announcement from Beilu Zhikong (301195) indicates the release of a portion of pre-IPO shares for public trading, which could impact the stock's liquidity and market dynamics [1] Group 1: Share Release Details - The number of shares being released for trading is 82,426,350, which represents 62.4112% of the company's total share capital [1] - The actual number of shares that will be available for trading is 38,068,837, accounting for 28.8248% of the total share capital [1] - The release date for the shares is set for August 1, 2025 [1] Group 2: Shareholder Information - A total of 5 shareholders will benefit from the release of the restricted shares [1] - The restricted period for these shares has been 36 months since the company's IPO [1]

华泰联合证券有限责任公司 关于南京北路智控科技股份有限公司 首次公开发行前已发行的部分股份 一、首次公开发行前已发行股份概况 （一）首次公开发行股份情况 解除限售并上市流通的核查意见 华泰联合证券有限责任公司（以下简称"保荐机构"、"保荐人"）作为南 京北路智控科技股份有限公司（以下简称"北路智控"、"公司"）首次公开发 行股票并在创业板上市及进行持续督导的保荐人，根据《证券发行上市保荐业务 管理办法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司 自律监管指引第 2 号——创业板上市公司规范运作》等相关法律、法规和规范性 文件的要求，对北路智控本次首次公开发行前已发行的部分股份解除限售并上市 流通的事项进行了审慎核查，并出具本核查意见。核查情况如下： 经中国证券监督管理委员会《关于同意南京北路智控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[2022]821号）同意，公司首次公开发行新 股21,920,290股，于2022年8月1日在深圳证券交易所上市交易。 首次公开发行前公司总股本为65,760,870股，首次公开发行股票完成后公司 总股本为87,681,160股，其中无流通限制 ...

关于首次公开发行前已发行的部分股份解除限售 并上市流通的提示性公告 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： 证券代码：301195 证券简称：北路智控 公告编号：2025-33 南京北路智控科技股份有限公司 1、本次上市流通的限售股为南京北路智控科技股份有限公司（以下简称"北 路智控"或"公司"）首次公开发行前已发行的部分股份。 2、本次解除限售股东户数共计5户，本次解除限售的数量为82,426,350股， 占公司总股本的62.4112%，限售期为自公司首次公开发行上市之日起36个月。本 次实际可上市流通数量38,068,837股，占公司总股本的28.8248%。 3、本次拟解除限售的股份上市流通日期为2025年8月1日（星期五）。 一、首次公开发行前已发行股份概况 （一）首次公开发行股份情况 经中国证券监督管理委员会《关于同意南京北路智控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[2022]821号）同意，公司首次公开发行 新股21,920,290股，于2022年8月1日在深圳证券交易所上市交易。 首次公开发行前公司总股本为 ...

Core Insights - Jiangning is positioning itself as a leader in industrial development within Nanjing, focusing on innovation, project execution, and service enhancement to drive economic growth [2][8] Group 1: Innovation Focus - Jiangning emphasizes innovation as its greatest advantage, aiming to create a high-efficiency transformation of scientific achievements and a high-density gathering of technology enterprises [3][4] - The establishment of the "Zijinshan New Quality Exchange" technology achievement transformation service supermarket aims to provide a one-stop service platform for technology transformation [4] - The region plans to nurture over 500 technology-based SMEs and increase the number of high-tech enterprises by over 200 annually [4] Group 2: Project Development - Jiangning aims to attract over 300 quality projects with a total investment exceeding 100 billion yuan this year, focusing on project-driven growth [5][6] - The region has successfully signed contracts for 177 projects in the first half of the year, achieving 73.8% of its annual target ahead of schedule [7] - Jiangning is enhancing its project pipeline by deepening services for existing enterprises and encouraging further investments from established companies [7] Group 3: Service Enhancement - Jiangning has developed a mature full-chain approval service system, exemplified by the rapid processing of key permits for major projects [8][9] - The "Jiangning Government-Enterprise Communication" platform integrates various government services, improving response times and service quality for businesses [8] - The region is implementing a comprehensive service plan for enterprises throughout their lifecycle, ensuring efficient support from project initiation to industry leadership [9]

证券代码：301195 证券简称：北路智控 公告编号：2025-32 本次对外投资不涉及关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 二、对外投资进展情况 近日，公司与南京江宁滨江经济开发区管理委员会完成签署关于矿山智能驾 驶产业化基地项目的《项目投资协议书》，协议的主要内容与公司于2025年7月 21日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于投资建设矿山智能驾驶 产业化基地项目暨拟签订<项目投资协议书>的公告》（公告编号：2025-31）中 披露的协议主要内容基本一致。 公司将根据项目的进展情况及时履行信息披露义务，敬请广大投资者理性投 资，并注意投资风险。 三、备查文件 1、《项目投资协议书》。 特此公告。 南京北路智控科技股份有限公司 关于完成签署《项目投资协议书》暨矿山智能驾驶 产业化基地项目投资进展的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、对外投资概述 南京北路智控科技股份有限公司（以下简称"公司"）于2025年7月21日召 开了第二届董事会第十八次会议，审议通过了《关于投资建设矿山智 ...

Group 1 - Haier Air Conditioning's subsidiary terminates investment in a new energy materials project due to economic feasibility concerns stemming from tariff policy adjustments, transportation and exchange rate fluctuations, and intensified market competition [1] - Chengdu XianDao's majority of self-developed new drug projects are in various pre-clinical stages, with significant uncertainty regarding future external transfers [1] - Huafeng Technology plans to raise up to 1 billion yuan through a private placement to fund expansion projects including high-speed line modules and defense connectors [1] Group 2 - Hehe Information expects a revenue increase of 19.15% to 26.13% year-on-year for the first half of 2025, driven by advancements in AI technology and enhanced product competitiveness [2] - Xiamen Tungsten's net profit for the first half of 2025 is reported at 307 million yuan, a year-on-year increase of 27.76%, benefiting from national subsidy policies and increased demand for 3C consumer devices [3] - China Power Construction signed new contracts worth 686.699 billion yuan in the first half of 2025, a year-on-year growth of 5.83%, with energy and power contracts increasing by 12.27% [4] Group 3 - Beilu Zhikong plans to invest approximately 600 million yuan to establish a smart mining driving industrialization base in Nanjing [5] - Zhongshi Technology anticipates a net profit increase of 85.01% to 105.75% for the first half of 2025, driven by recovering market demand in the consumer electronics sector [6] - Yongli Co. intends to establish a joint venture focused on smart pet appliances, with an investment of 2.55 million yuan for a 51% stake [7] Group 4 - Sanquan Foods plans to set up a wholly-owned subsidiary in Hong Kong and invest approximately 280 million Australian dollars to establish a production base in Australia [7] - Yunda Technology's controlling shareholder intends to transfer 10% of the company's shares at a price of 9.01 yuan per share, totaling 400 million yuan [7] - Zhongya Co.'s actual controller plans to reduce their stake by up to 1.27% over the next three months [8] - Delian Group plans to invest up to 60 million yuan of idle funds in securities to enhance cash utilization and returns [9]

Group 1 - The company plans to invest approximately 600 million yuan in the construction of a "mining intelligent driving industrialization base project" in Nanjing Jiangning Binjiang Economic Development Zone [1] - The overall investment plan is expected to be completed within five years [1] - The project will focus on the research and development of products and technologies related to mining intelligent driving, enhancing the company's R&D capabilities in this field [1] Group 2 - Upon completion, the project is expected to achieve an annual output value or sales revenue exceeding 800 million yuan by 2030 [1]

证券代码：301195 证券简称：北路智控 公告编号：2025-31 南京北路智控科技股份有限公司 关于投资建设矿山智能驾驶产业化基地项目 暨拟签订《项目投资协议书》的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、 误导性陈述或者重大遗漏。 特别风险提示： 1、本次项目用地需按照国家现行法律法规及正常规定的用地程序办理，通 过招标、拍卖或挂牌出让方式取得，土地使用权能否取得、土地使用权的最终成 交面积、价格以及取得时间存在不确定性； 2、项目后续实施尚需向政府有关主管部门办理项目备案、环评审批、建设 规划许可、施工许可等前置审批工作，可能会受到国家或地方有关政策调整、项 目备案等实施条件变化等不确定因素影响，从而导致该项目的实施存在不确定性； 3、《项目投资协议书》中关于项目投资额、项目效益等数据为预估数值， 不代表公司对未来业绩的预测，亦不构成公司对投资者的业绩承诺，敬请广大投 资者注意投资风险； 4、项目所需资金为公司自有资金，公司将根据项目实施进度等具体情况合 理安排资金使用，本项目的实施不会对公司本年度现金流及相关财务等构成重大 不利影响，项目建成后对公司长期发展的影响将视项 ...