北京华大九天科技股份有限公司 股东询价转让计划书 股东北京九创汇新资产管理合伙企业（有限合伙）（以下简称"出让方"） 保证向北京华大九天科技股份有限公司（以下简称"华大九天"、"公司"）提 供的信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、 准确性和完整性依法承担法律责任。 证券代码：301269 证券简称：华大九天 公告编号：2025-053 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 本次拟参与华大九天首次公开发行前（以下简称"首发前"）股东询价转 让的股东为北京九创汇新资产管理合伙企业（有限合伙）； 出让方拟转让股份的总数为14,350,000股，占公司总股本的比例为2.64%； 本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二级 市场减持。受让方通过询价转让受让的股份，在受让后6个月内不得转让； 本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资 者。 一、拟参与转让的股东情况 （一）出让方的名称、持股数量、持股比例 出让方委托中信证券股份有限公司（以下简称"中信证券"）组织实施华大 九天首发前股东询价转让（以下简称 ...

中信证券股份有限公司 关于北京华大九天科技股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 1 中信证券股份有限公司（以下简称"中信证券"）受北京华大九天科技股份 有限公司（以下简称"华大九天"）股东北京九创汇新资产管理合伙企业（有限 合伙）（以下简称"出让方"）委托，组织实施本次华大九天首发前股东向特定 机构投资者询价转让（以下简称"本次询价转让"）。 根据《上市公司股东减持股份管理暂行办法》《深圳证券交易所创业板股票 上市规则（2025 年修订）》《深圳证券交易所上市公司自律监管指引第 18 号 ——股东及董事、高级管理人员减持股份（2025 年修订）》《深圳证券交易所 上市公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转让股 份（2025 年修订）》（以下简称"《询价转让和配售指引》"）等相关规定， 中信证券对参与本次询价转让股东的相关资格进行核查，并出具本核查意见。 一、本次询价转让的委托 中信证券收到出让方关于本次询价转让的委托，委托中信证券组织实施本次 询价转让。 二、关于参与本次询价转让股东相关资格的 ...

中信证券股份有限公司 关于北京华大九天科技股份有限公司 2025年半年度跟踪报告 | 保荐人名称：中信证券股份有限公司 | 被保荐公司简称：华大九天 | | --- | --- | | 保荐代表人姓名：罗峰 | 联系电话：010-60837549 | | 保荐代表人姓名：何洋 | 联系电话：021-20262372 | 一、保荐工作概述 | 项目 | | 工作内容 | | --- | --- | --- | | 1.公司信息披露审阅情况 | | | | （1）是否及时审阅公司信息披露文件 | 是 | | | （2）未及时审阅公司信息披露文件的次数 | 无 | | | 2．督导公司建立健全并有效执行规章制度的情况 | | | | （1）是否督导公司建立健全规章制度（包括但不限 | | | | 于防止关联方占用公司资源的制度、募集资金管理 | 是 | | | 制度、内控制度、内部审计制度、关联交易制度） | | | | （2）公司是否有效执行相关规章制度 | 是 | | | 3.募集资金监督情况 | | | | （1）查询公司募集资金专户次数 | 6次 | | | （2）公司募集资金项目进展是否与信息披露文件一 ...

Market Performance - The large fund concept sector increased by 2.8% on September 5, with Baiwei Storage leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Baiwei Storage (688525) closed at 71.66, with a rise of 12.89% and a trading volume of 304,500 shares, amounting to a transaction value of 2.11 billion [1] - Shenzhen South Circuit (002916) closed at 182.25, up 7.97%, with a trading volume of 157,000 shares and a transaction value of 2.75 billion [1] - Jingrui Electronic Materials (300655) closed at 13.20, up 7.76%, with a trading volume of 1,564,100 shares and a transaction value of 2.00 billion [1] - Jiangbolong (301308) closed at 93.59, up 7.72%, with a trading volume of 110,480 shares and a transaction value of 0.95 billion [1] - Other notable stocks include Saiwei Electronics (300456) up 6.87%, Sanan Optoelectronics (600703) up 6.67%, and Guoxin Technology (688262) up 5.66% [1] Fund Flow Analysis - The large fund concept sector saw a net inflow of 83.92 million from institutional investors, while retail investors contributed a net inflow of 620 million [1] - Notable net inflows from individual stocks include Sanan Optoelectronics with 17.8 million and Jingrui Electronic Materials with 13.7 million [2] - Conversely, retail investors showed significant outflows in several stocks, including Baiwei Storage with a net outflow of 127 million and Jingrui Electronic Materials with a net outflow of 94.4 million [2]

Market Overview - On September 4, the software development sector declined by 2.79%, with Gai Lun Electronics leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable gainers in the software development sector included: - Xin'an Century (688201) with a closing price of 15.60, up 6.41% and a trading volume of 391,400 shares, totaling 605 million yuan [1] - Hanyi Co., Ltd. (301270) closed at 38.33, up 4.24% with a trading volume of 78,500 shares, totaling 303 million yuan [1] - Keda Automation (831832) closed at 29.00, up 3.24% with a trading volume of 113,300 shares, totaling 325 million yuan [1] - Major decliners included: - Gai Lun Electronics (688206) closed at 32.25, down 7.62% with a trading volume of 95,100 shares, totaling 316 million yuan [2] - Guangli Micro (301095) closed at 77.81, down 7.24% with a trading volume of 92,500 shares, totaling 737 million yuan [2] - Xinghuan Technology (688031) closed at 52.68, down 6.36% with a trading volume of 61,600 shares, totaling 335 million yuan [2] Capital Flow - The software development sector experienced a net outflow of 4.792 billion yuan from institutional investors, while retail investors saw a net inflow of 4.105 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling contrasted by retail buying [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Yan Hua Intelligent (002178) with a net inflow of 78.76 million yuan from institutional investors, but a net outflow of 82.45 million yuan from retail investors [3] - Xin'an Century (688201) had a net inflow of 31.44 million yuan from institutional investors, while retail investors saw a net outflow of 70.63 million yuan [3] - Hanyi Co., Ltd. (301270) experienced a net inflow of 30.10 million yuan from institutional investors, with a net outflow of 28.91 million yuan from retail investors [3]

Core Viewpoint - The third Intelligent Design Automation Summit 2025 (IDAS 2025) will be held on September 15-16, 2025, at the Hangzhou International Expo Center, focusing on the semiconductor industry's development and innovation [90][91]. Event Overview - The summit will feature a main forum, 12 specialized forums, and related enterprise user conferences, expecting over 500 leading companies from the semiconductor industry, 2500+ professional attendees, and 200+ experts and scholars [90][91]. - More than 100 guests will deliver keynote speeches, and over 100 exhibition booths will be set up to showcase the latest EDA technologies and applications [90][91]. Key Themes and Topics - The summit will cover various topics, including AI for EDA, 3D IC, and the development of the Hanqing PDK, aiming to foster deep collaboration between industry, academia, and research [91]. - Specific forums will address areas such as Custom Design, Memory Design and Manufacturing, Chiplet and Advanced Packaging, and Digital Chip Design [83][84]. Notable Speakers and Sessions - Keynote speakers include Wang Runsheng, Liu Sheng, and Zheng Yongjun, discussing topics like chip integration, yield challenges for domestic high-end chips, and the development trends of AI cluster network chips [9][10][12]. - The agenda includes sessions on AI-enabled chip design, reliability screening for IC design, and the challenges and opportunities presented by Chiplet technology [12][20][26]. Registration and Participation - Registration for the summit is currently open, with multiple ways to sign up, including through the EDA² official website and the "EDA Square" WeChat account [1][3][5].

Core Viewpoint - On September 1, Huada Jiutian's stock rose by 5.69%, with a trading volume of 1.871 billion yuan, indicating strong market interest and activity in the company's shares [1]. Financing and Margin Trading - On September 1, Huada Jiutian had a financing buy-in amount of 230 million yuan and a financing repayment of 217 million yuan, resulting in a net financing purchase of 13.5851 million yuan [1]. - As of September 1, the total margin trading balance for Huada Jiutian was 761 million yuan, with the financing balance of 757 million yuan accounting for 1.07% of the circulating market value, which is above the 90th percentile level over the past year [1]. - In terms of securities lending, on September 1, Huada Jiutian repaid 1,000 shares and sold 9,300 shares, with the selling amount calculated at 1.209 million yuan [1]. - The remaining securities lending volume was 28,400 shares, with a lending balance of 3.692 million yuan, also exceeding the 90th percentile level over the past year [1]. Company Overview - Beijing Huada Jiutian Technology Co., Ltd. was established on May 26, 2009, and listed on July 29, 2022. The company specializes in the development and sales of EDA tools software for integrated circuit design and manufacturing [1]. - The main revenue composition of Huada Jiutian includes 82.57% from EDA software sales, 13.41% from technical services, and 4.02% from hardware, agency software sales, and other sources [1]. Financial Performance - As of June 30, Huada Jiutian had 37,700 shareholders, a decrease of 8.11% from the previous period, while the average circulating shares per person increased by 8.82% to 6,948 shares [2]. - For the first half of 2025, Huada Jiutian reported a revenue of 502 million yuan, representing a year-on-year growth of 13.01%, but the net profit attributable to shareholders decreased by 91.90% to 3.0679 million yuan [2]. - Since its A-share listing, Huada Jiutian has distributed a total of 244 million yuan in dividends [2]. Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders of Huada Jiutian, Noan Growth Mixed A (320007) held 11.7472 million shares, unchanged from the previous period [2]. - Galaxy Innovation Mixed A (519674) ranked sixth with 11.7000 million shares, a decrease of 330,000 shares compared to the previous period [2]. - Hong Kong Central Clearing Limited ranked seventh with 6.6234 million shares, an increase of 112,100 shares, while E Fund Growth Enterprise Board ETF (159915) ranked eighth with 4.4675 million shares, an increase of 87,100 shares [2].

Market Performance - A-shares have been rising since August, with the Sci-Tech Innovation 50 Index increasing by 28% and the ChiNext Index rising over 24%, while the Shanghai Composite Index has gained nearly 8% [1] - Historically, since 2000, the Shanghai Composite Index has a 50% probability of rising in September, while the ChiNext Index has a slightly lower probability [1] - The Consumer Sector shows a higher probability of increase, with the 800 Consumer Index having a 60% probability of rising [1] Institutional Outlook - Institutions are generally optimistic about the future performance of A-shares, with Everbright Securities stating that the logic supporting the market's rise remains unchanged and valuations are reasonable without significant overextension [1] - New positive factors are emerging, such as the potential onset of a Federal Reserve interest rate cut cycle and a recovery in public fund issuance [1] - Zhongtai Securities indicates that liquidity factors are aiding the market's bullish trend, and liquidity is expected to continue driving the market upward, alongside the need for fundamental support [1] Company Profit Forecasts - Various companies have projected net profit growth for 2025 and 2026, with notable increases in specific sectors: - Jiejie Microelectronics (300623) expects a net profit of 37.95 million with a growth rate of 34.40% for 2025 and 34.15% for 2026 [3] - BGI Genomics (301269) anticipates a net profit of 23.82 million, with a significant growth of 82.78% in 2025 and 51.36% in 2026 [3] - Baiwei Storage (688525) forecasts a net profit of 22.15 million, with a remarkable growth of 140.65% for 2025 and 80.38% for 2026 [3] - Other companies such as Zhongwei Company (688012) and Kunlun Wanwei (300418) also show strong profit growth expectations, indicating a positive outlook in their respective industries [3]

Group 1 - The core viewpoint of the news is that BGI Tech (华大九天) has seen a significant stock price increase of 6.1%, reaching 130.50 CNY per share, with a trading volume of 1.228 billion CNY and a turnover rate of 1.77%, resulting in a total market capitalization of 70.854 billion CNY [1] - BGI Tech, established on May 26, 2009, and listed on July 29, 2022, is primarily engaged in the development and sales of EDA (Electronic Design Automation) software for integrated circuit design and manufacturing, with its main revenue sources being EDA software sales (82.57%), technical services (13.41%), and hardware and other sales (4.02%) [1] Group 2 - Among the top ten circulating shareholders of BGI Tech, Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) increased its holdings by 239,800 shares in the second quarter, now holding 3.9689 million shares, which accounts for 1.51% of the circulating shares [2] - The Huatai-PB CSI 300 ETF has a current scale of 374.704 billion CNY, with a year-to-date return of 16.71% and a one-year return of 40.32%, ranking 2779 out of 4222 and 2271 out of 3779 respectively [2] - The fund manager, Liu Jun, has a tenure of 16 years and 94 days, managing a total fund asset size of 466.972 billion CNY, with the best fund return during his tenure being 138.34% and the worst being -45.64% [2]

Group 1 - The core viewpoint of the news is that BGI Tech (华大九天) has seen a significant stock price increase of 6.1%, reaching 130.50 CNY per share, with a trading volume of 1.232 billion CNY and a market capitalization of 70.854 billion CNY [1] - BGI Tech, established on May 26, 2009, and listed on July 29, 2022, specializes in the development and sales of EDA tools for integrated circuit design and manufacturing, with 82.57% of its revenue coming from EDA software sales, 13.41% from technical services, and 4.02% from hardware and other sales [1] Group 2 - From the perspective of fund holdings, Huian Fund has a significant position in BGI Tech, with its Huian Trend Power Stock A fund holding 20,000 shares, accounting for 3.8% of the fund's net value, making it the ninth largest holding [2] - The Huian Trend Power Stock A fund, established on April 25, 2018, has a current scale of 6.8521 million CNY, with a year-to-date return of 23.62% and a one-year return of 44.85% [2]