Group 1 - The major shareholder "National Integrated Circuit Industry Investment Fund Co., Ltd." plans to reduce its holdings in BGI Nine Days (301269.SZ) by up to 10,908,752 shares, which is no more than 2% of the total share capital [1] - Another significant shareholder "Shanghai Jianyuan Equity Investment Fund Management Partnership (Limited Partnership)" intends to reduce its stake by up to 8,727,001 shares, accounting for no more than 1.6% of the total share capital [1] - Both reductions will occur within three months after a 15 trading day period following the announcement, utilizing centralized bidding and block trading methods [1]

Core Viewpoint - BGI Genomics announced a plan for significant share reduction by major shareholders, indicating potential shifts in ownership structure and investor sentiment [1] Group 1: Shareholder Actions - The National Integrated Circuit Industry Investment Fund Co., Ltd. and Shanghai Jianyuan Equity Investment Fund Partnership plan to reduce their holdings by a total of 19,635,753 shares [1] - This reduction represents 3.6% of the total share capital of BGI Genomics [1] - The share reduction will occur between February 2 and May 1, 2026, through centralized bidding and block trading methods [1]

Core Viewpoint - The announcement indicates that significant shareholders of BGI Nine Days (301269.SZ) plan to reduce their stakes, which may impact the company's stock performance and investor sentiment [1] Group 1: Shareholder Actions - The National Integrated Circuit Industry Investment Fund, holding 8.34% of the shares, plans to reduce its holdings by up to 10.9088 million shares, representing no more than 2% of the company's total share capital [1] - Shanghai Jianyuan, holding 6.55% of the shares, intends to reduce its holdings by up to 8.7270 million shares, which accounts for no more than 1.6% of the company's total share capital [1]

Group 1 - The core point of the article is that major shareholders of BGI Genomics (华大九天) plan to reduce their holdings, which may impact the company's stock performance [1] Group 2 - The National Integrated Circuit Industry Investment Fund, holding 8.34% of the shares, plans to reduce its stake by up to 10.9088 million shares, representing no more than 2% of the total share capital [1] - Shanghai Jianyuan, holding 6.55% of the shares, intends to reduce its stake by up to 8.727 million shares, which accounts for no more than 1.6% of the total share capital [1]

Group 1 - The major shareholder "National Integrated Circuit Industry Investment Fund Co., Ltd." (referred to as "Big Fund") plans to reduce its stake in Huada Jiutian (301269) by up to 10.9088 million shares, accounting for 2% of the company's total share capital [1] - The other major shareholder "Shanghai Jianyuan Equity Investment Fund Management Partnership (Limited Partnership) - Shanghai Jianyuan Equity Investment Fund Partnership (Limited Partnership)" (referred to as "Shanghai Jianyuan") intends to reduce its holdings by up to 8.727 million shares, representing 1.6% of the company's total share capital [1]

Core Viewpoint - The major shareholders of BGI Nine Heaven plan to reduce their stakes in the company through various trading methods within a specified timeframe [1] Shareholder Reduction Plans - The largest shareholder, the National Integrated Circuit Industry Investment Fund Co., Ltd., holding 8.34% of the shares, intends to reduce its holdings by up to 10,908,752 shares, which represents no more than 2% of the total share capital [1] - Another significant shareholder, Shanghai Jianyuan Equity Investment Fund Management Partnership (Limited Partnership), holding 6.55% of the shares, plans to reduce its stake by up to 8,727,001 shares, accounting for no more than 1.6% of the total share capital [1]

Group 1 - The major shareholder, "National Integrated Circuit Industry Investment Fund Co., Ltd.", plans to reduce its stake in Beijing BGI Nine Heaven Technology Co., Ltd. by up to approximately 10.91 million shares, which is no more than 2% of the total share capital, within three months after the announcement [1] - Another significant shareholder, "Shanghai Jianyuan Equity Investment Fund Management Partnership (Limited Partnership)", intends to reduce its holdings by up to approximately 8.73 million shares, accounting for no more than 1.6% of the total share capital, also within three months after the announcement [1] Group 2 - The announcement highlights the ongoing trend of major shareholders reducing their stakes in companies, which may indicate shifts in investment strategies or market conditions [1] - The news also reflects broader market dynamics, as it comes alongside discussions about electricity pricing mechanisms across various provinces, suggesting potential impacts on operational costs for companies in the sector [1]

Group 1 - The core point of the article is that two major shareholders of BGI Genomics (华大九天) plan to reduce their holdings, which may impact the company's stock performance [1] Group 2 - The National Integrated Circuit Industry Investment Fund, holding 8.34% of the shares, plans to reduce its stake by up to 10.9088 million shares, representing no more than 2% of the total share capital [1] - Shanghai Jianyuan, holding 6.55% of the shares, intends to reduce its stake by up to 8.727 million shares, accounting for no more than 1.6% of the total share capital [1]

证券代码：301269 证券简称：华大九天 公告编号：2026-001 北京华大九天科技股份有限公司 关于持股 5%以上股东减持股份预披露公告 公司股东国家集成电路产业投资基金股份有限公司保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 公司股东上海建元股权投资基金管理合伙企业（有限合伙）-上海建元股权 投资基金合伙企业（有限合伙）保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 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。 特别提示： 持有北京华大九天科技股份有限公司（以下简称"公司"或"华大九天"） 股份 45,478,067 股（占公司总股本比例 8.34%）的大股东"国家集成电路产业 投资基金股份有限公司"（以下简称"大基金"）计划在本公告披露之日起十五 个交易日后的三个月内，以集中竞价、大宗交易的方式合计减持公司股份数量不 超过 10,908,752 股，即不超过公司总股本的 2%。 持有公司股份 35,706,442 股（占公司总股本比例 6.55%）的大股东"上海 建元股权投资基金管理合伙企业（有限合伙）- ...

Group 1 - The report emphasizes the growth potential driven by AI and the reversal of the anti-involution cycle in the manufacturing sector [1] - Key companies highlighted include Yokogawa Electric, Zhejiang Rongtai, Shanghai Yanpu, Taotao Vehicle, Sany Heavy Industry, Zoomlion, XCMG, and others [2][3] - The core investment strategy focuses on sectors such as machinery, lithium battery equipment, and intelligent robotics, with a positive outlook for 2026 [4][6] Group 2 - The machinery sector is expected to see a strong start in 2026, with continued focus on technological growth in areas like embodied intelligence and commercial aerospace [4] - The report notes that the lithium battery equipment sector has crossed a turning point, with demand driven by energy storage and overseas power batteries, projecting a compound annual growth rate (CAGR) of 19% from 2024 to 2027 [6][10] - The report predicts significant profit growth for key companies, with expected net profits for 2025, 2026, and 2027 being 0.13 billion, 0.84 billion, and 1.90 billion respectively, indicating a CAGR of approximately 290% [11][17]