证券代码：301269 证券简称：华大九天 公告编号：2025-055 北京华大九天科技股份有限公司 关于 2023 年限制性股票激励计划首次授予部分 第一个归属期归属结果暨股份上市公告 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。 重要内容提示： 1、本次归属股票上市流通日：2025 年 9 月 16 日； 2、本次归属股票数量：249.5840 万股，占本次归属前公司总股本的比例约为 0.4597%； 3、本次归属激励对象人数：386 人； 4、本次归属的第二类限制性股票无其他限售安排，股票上市后即可流通。 北京华大九天科技股份有限公司（以下简称"公司"）于2025年7月11日召开第 二届董事会第十六次会议，审议通过了《关于2023年限制性股票激励计划首次授予 部分第一个归属期归属条件成就的议案》。近日，公司已在中国证券登记结算有限 责任公司深圳分公司办理完成2023年限制性股票激励计划（以下简称"激励计划" 或"本激励计划"）首次授予部分第一个归属期股份归属及上市的相关手续。现将 相关事项公告如下： 一、本激励计划实施情况概要 3、授予数量：本激励计划 ...

Group 1 - The A-share market saw a collective rise on September 11, with the Shanghai Composite Index increasing by 0.22%, driven by gains in sectors such as electronic components, communication equipment, and computer hardware, while the restaurant, tourism, and pharmaceutical sectors experienced declines [1] - The Chip ETF (159995) rose by 1.57%, with notable increases in constituent stocks such as Haiguang Information (+7.86%), Zhaoyi Innovation (+3.95%), and Cambrian-U (+2.91%) [1] - According to Everbright Securities, the demand for AI computing power and intelligent driving is driving growth in the global semiconductor industry, with expectations for further growth in the first half of 2025 following a recovery in 2024 [1] Group 2 - The Chip ETF (159995) tracks the National Chip Index, which includes 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, such as SMIC, Cambrian, and Changdian Technology [1]

Core Viewpoint - 华大九天's stock performance shows a slight recovery in recent trading days, but the overall year-to-date performance indicates a decline, raising questions about its future growth potential in the EDA software market [1][2]. Financial Performance - As of June 30, 2025, 华大九天 reported a revenue of 5.02 billion yuan, representing a year-on-year growth of 13.01%. However, the net profit attributable to shareholders was only 306.79 million yuan, a significant decrease of 91.90% compared to the previous period [2]. - Cumulative cash dividends since the A-share listing amount to 2.44 billion yuan [3]. Stock Market Activity - On September 11, 华大九天's stock price increased by 2.06%, reaching 115.73 yuan per share, with a trading volume of 266 million yuan and a turnover rate of 0.43%. The total market capitalization stands at 628.35 billion yuan [1]. - The stock has experienced a year-to-date decline of 4.32%, with a 2.41% increase over the last five trading days and a 3.63% increase over the last twenty days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for 华大九天 decreased by 8.11% to 37,700, while the average number of circulating shares per person increased by 8.82% to 6,948 shares [2]. - The top ten circulating shareholders include notable funds such as 诺安成长混合A and 银河创新混合A, with varying changes in their holdings [3]. Business Overview - 华大九天, established on May 26, 2009, 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 [1]. - The company operates within the computer software development industry, focusing on vertical application software, and is associated with several concepts including 信创, EDA, advanced packaging, and integrated circuits [1].

Core Viewpoint - The article highlights the upcoming Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo 2025), emphasizing its role in showcasing the entire semiconductor industry chain and facilitating international collaboration in technology and innovation [2][11][17]. Group 1: Event Overview - The Bay Chip Expo 2025 will take place from October 15-17 at the Shenzhen Convention Center, covering an exhibition area of 60,000 square meters and featuring over 600 semiconductor companies [2][5]. - The expo aims to integrate the semiconductor industry chain, focusing on wafer manufacturing as a core link, and will present cutting-edge technologies and solutions from IC design to packaging and testing [5][9]. Group 2: Industry Collaboration - The expo will feature a significant international presence, with the number of international exhibitors increasing by over 50% compared to previous years, showcasing the event's growing global appeal [11][13]. - Domestic companies will have the opportunity to engage with international industry leaders, facilitating deep technical exchanges and accelerating the localization and innovation processes in key areas [14][16]. Group 3: Technological Focus - The wafer manufacturing exhibition area will be one of the largest, featuring top companies like ASML, AMAT, and Lam Research, which will demonstrate their strengths and innovations in wafer manufacturing [7][16]. - The event will cover a complete technology display matrix from "equipment - materials - manufacturing," promoting a shift from "single-point innovation" to "system collaboration" within the industry [9][10]. Group 4: Future Initiatives - TrendBank plans to host a heterogeneous integration annual meeting from November 17-19, 2025, focusing on advanced packaging technologies and aiming to establish Ningbo and the Yangtze River Delta as a hub for the advanced electronic information industry [25].

Core Points - BGI Genomics (华大九天) announced a preliminary inquiry transfer price of 97.43 yuan per share based on the inquiry subscription situation as of September 8, 2025 [1] - The inquiry transfer will not be conducted through centralized bidding or block trading, and it does not fall under secondary market reduction [1] - The transferee is prohibited from transferring the acquired shares within six months after the transfer [1]

证券代码：301269 证券简称：华大九天 公告编号：2025-054 一、本次询价转让初步定价 （一）经向机构投资者询价后，初步确定的转让价格为 97.43 元/股。 （二）经出让方与组织券商协商，一致决定启动追加认购程序，追加认购截 止时间不晚于 2025 年 9 月 19 日。 北京华大九天科技股份有限公司 股东询价转让定价情况提示性公告 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。 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： 根据 2025 年 9 月 8 日询价申购情况，初步确定的本次询价转让价格为 97.43 元/股。 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。 二、风险提示 （一）本次询价转让受让方及受让股数仅为初步结果，尚存在拟转让股份被 司法冻结、扣划等风险。询价 ...

Core Viewpoint - The stock price of Huada Jiutian, a leading company in the EDA (Electronic Design Automation) industry, has declined over 10% in the past five trading days, closing at 113.1 yuan per share on September 8, 2023, amid shareholder transfer announcements and performance concerns [1][2]. Company Summary - Huada Jiutian's major shareholder, Beijing Jiuchuang Huixin Asset Management Partnership, plans to transfer 14.35 million shares, representing 2.64% of the total share capital, due to funding needs, with a value exceeding 1.6 billion yuan based on the closing price [1]. - As of the announcement date, Jiuchuang Huixin holds 95.72 million shares, accounting for 17.63% of the total share capital, making it the second-largest shareholder [1]. - The company had previously announced that approximately 281 million restricted shares would be unlocked and become tradable on July 29, 2023, which represents 51.69% of the total share capital [1]. Industry Context - Huada Jiutian, established in 2009, is the only EDA company in China that covers the entire process of analog circuit design, holding a market share of about 6% and ranking first among domestic EDA companies [2]. - EDA is crucial for the design of integrated circuits, representing the upstream and high-end segment of the semiconductor industry, which is a critical area for China's chip sector [2]. Financial Performance - In the mid-2025 financial report, Huada Jiutian reported revenue of 502 million yuan, a year-on-year increase of 13.01%, but a significant decline in net profit by 91.9% to 3.07 million yuan [3]. - The company experienced a situation of revenue growth without profit increase in 2024, with revenue of 1.22 billion yuan, a year-on-year growth of 20.98%, but a net profit decline of 45.46% to 109 million yuan, resulting in a net loss of 57.07 million yuan after adjustments [3]. - A significant factor impacting profitability was the 104 million yuan share-based payment expense related to the restricted stock incentive plan launched in 2023, which is being amortized in 2025 [3].

Suspension and Resumption of Trading - Sunflower plans to acquire controlling stake in Xipu Materials and 40% stake in Beid Pharmaceutical, resulting in stock suspension [1] - Kuangda Technology's controlling shareholder intends to transfer 28% of shares, with Zhuzhou State-owned Assets Supervision and Administration Commission becoming the actual controller, leading to stock resumption [1] Mergers and Acquisitions - Silin Jie intends to issue shares and pay cash to acquire 71% of Keke Electronics [2] Share Buybacks, Increases, and Equity Transfers - Guizhou Moutai receives a commitment from Agricultural Bank to support stock buyback with a loan not exceeding RMB 2.7 billion [3] - BGI Genomics' shareholder plans to transfer 2.64% of the company's shares [3] Investment Cooperation and Operational Status - Guangqi Technology's subsidiary has signed mass production contracts for metamaterials worth a total of RMB 1.278 billion with five clients [4] - Dongfang Electric's pre-plated nickel material orders are around 2,000 tons monthly, primarily supplying an international battery company, with significant procurement increases expected by 2026 [4] - Lianchuang Optoelectronics plans to jointly invest with related and unrelated parties to establish a commercial aerospace operation company in Ziyang [5] - Aerospace Hongtu signed a strategic cooperation agreement for an internet satellite project with Pakistan worth RMB 2.9 billion [6] - Tianji shares are gaining market attention for solid-state battery concepts, with its subsidiary obtaining patents for lithium sulfide materials and their applications [6] - Mingzhi Electric has sent samples to over a hundred leading domestic and international robot manufacturers [6] - Jidian shares received RMB 919 million in subsidy funds in August, with a total of RMB 1.271 billion received from January to August 2025, a 154.2% increase year-on-year [6] - *ST Songfa's subsidiary, Hengli Shipbuilding, signed contracts for two 30.6 million-ton ultra-large crude oil tankers [7] - Robotek plans to issue H-shares and list on the Hong Kong Stock Exchange [8] - China State Construction plans to acquire equity in a Shanghai real estate project for approximately RMB 15.478 billion [9]

Group 1: Foreign Exchange Reserves and Gold Holdings - As of the end of August 2025, China's foreign exchange reserves reached $332.22 billion, an increase of $29.9 billion from the end of July, marking a rise of 0.91% [1] - The central bank has increased its gold reserves for the tenth consecutive month, with a balance of $253.843 billion as of the end of August, up by $9.858 billion, and the proportion of gold reserves to total foreign exchange reserves rose by 0.23 percentage points to 7.64%, a historical high [1] Group 2: Regulatory Developments - The China Securities Regulatory Commission (CSRC) held a meeting to support the decision of the Central Commission for Discipline Inspection regarding the investigation of former CSRC Chairman Yi Huiman for serious violations of discipline and law [2] Group 3: Real Estate Policy Changes - Shenzhen has announced new real estate policies to better meet residents' housing needs, including adjustments to purchasing policies for individuals and enterprises, effective from September 6, 2025 [3] Group 4: Fund Management Regulations - New regulations on public fund sales fees were released, which are expected to reduce annual sales fees by approximately $30 billion, a decrease of 34% [4] Group 5: Corporate Actions - Kweichow Moutai's controlling shareholder has received a loan commitment of up to 2.7 billion yuan from Agricultural Bank of China to support stock repurchase plans, with a planned repurchase amount between 3 billion and 3.3 billion yuan [4] - Tonghuashun announced that its controlling shareholder plans to reduce its stake by up to 0.26% due to personal financial needs [5] - Huada Jiutian's shareholder plans to transfer 2.64% of the company's shares through an inquiry transfer due to personal funding requirements [6] Group 6: Market Developments - Hesai Group has initiated a global offering of 17 million Class B shares, with a maximum price of HK$228 per share, aiming to raise funds for R&D and business development [7] - Tesla has unveiled a 10-year compensation plan for CEO Elon Musk, potentially worth $1 trillion in stock if all performance targets are met [8] Group 7: Economic Indicators - The U.S. non-farm payroll report for August showed an increase of only 22,000 jobs, significantly below the expected 75,000, with the unemployment rate rising to 4.3%, the highest since the end of 2021 [11]

Core Viewpoint - The announcement details the share transfer plan of Beijing Huada Jiutian Technology Co., Ltd. (hereinafter referred to as "the Company") involving a total of 14,350,000 shares, representing 2.64% of the Company's total share capital, by a major shareholder, Beijing Jiu Chuang Hui Xin Asset Management Partnership (Limited Partnership) [2][5]. Group 1: Share Transfer Details - The shareholder, Beijing Jiu Chuang Hui Xin Asset Management Partnership, intends to transfer 14,350,000 shares, accounting for 2.64% of the total share capital of the Company [2][5]. - The transfer will not occur through centralized bidding or block trading, and the shares cannot be transferred by the acquirer within six months after the acquisition [2][3]. - The transfer is motivated by the shareholder's need for funds [5]. Group 2: Shareholder and Compliance Information - The transferring party is a shareholder holding more than 5% of the Company's shares but is not the controlling shareholder, actual controller, director, or senior management [3]. - The transferring party has confirmed that the shares are free from any restrictions or prohibitions on transfer and comply with relevant regulations [3][4]. - The transferring party has committed to having sufficient shares available for transfer and will strictly adhere to relevant obligations [4]. Group 3: Pricing and Transfer Process - The minimum transfer price will be set at no less than 70% of the average trading price over the 20 trading days prior to September 5, 2025 [7]. - If the total number of valid subscriptions exceeds the available shares, the transfer price will be determined based on a priority system of price, quantity, and time [7]. - If the total valid subscriptions are less than 14,350,000 shares, the lowest bid price among valid subscriptions will be set as the transfer price [7]. Group 4: Investor Eligibility - The acquirers must be institutional investors with appropriate pricing capabilities and risk tolerance, including various types of financial institutions such as securities companies, fund management companies, and qualified foreign investors [8].