Core Viewpoint - On December 1, a total of 12 companies had their restricted shares unlocked, with a total unlock volume of 2.412 billion shares, amounting to a market value of 36.187 billion yuan based on the latest closing price [1] Summary by Category Unlock Volume - Four companies had an unlock volume exceeding 10 million shares [1] - The companies with the highest unlock volumes were Sichuan Road and Bridge (1.978 billion shares), Lianyun Technology (223 million shares), and Kunshan Intelligent (153 million shares) [1] Unlock Market Value - Four companies had an unlock market value exceeding 100 million yuan [1] - The companies with the highest unlock market values were Sichuan Road and Bridge (18.65 billion yuan), Lianyun Technology (10.575 billion yuan), and Kalait (3.643 billion yuan) [1] Unlock Ratio - Four companies had an unlock ratio exceeding 10% of their total share capital [1] - The companies with the highest unlock ratios were Kunshan Intelligent (63.65%), Lianyun Technology (48.52%), and Kalait (45.8%) [1]

Core Viewpoint - Kunshan Intelligent aims to strengthen its technical team and expand market share in the smart logistics and smart manufacturing sectors, focusing on high-quality products and services to enhance brand image and market position [1][3]. Group 1: Company Strategy - The company has over 20 years of expertise in smart logistics and smart manufacturing, providing integrated solutions across the entire industry chain [1]. - Kunshan Intelligent's operational goal is to focus on one-stop solutions for smart logistics and production lines, positioning itself as a leading domestic technology and equipment supplier in the industry [3]. Group 2: Market Positioning - The company plans to enhance existing industry advantages by improving regional marketing and service capabilities, as well as developing rapid response capabilities [1]. - By concentrating on high-quality products and services, Kunshan Intelligent aims to solidify its market position and expand its scale advantages [1].

中信建投证券股份有限公司关于 昆船智能技术股份有限公司 首次公开发行前已发行股份上市流通的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"、"保荐机构"）作为 昆船智能技术股份有限公司（以下简称"昆船智能"、"公司"）首次公开发行股票 并在创业板上市的保荐机构及持续督导机构，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》等法规的有关规定，等法规的有 关规定，对昆船智能首次公开发行前已发行股份上市流通事项进行了审慎核查， 核查情况如下： 一、首次公开发行前部分已发行股份概况 经中国证券监督管理委员会《关于同意昆船智能技术股份有限公司首次公开 发行股票注册的批复》（证监许可〔2022〕1974 号），公司首次公开发行人民币普 通股（A 股）股票 60,000,000 股，并于 2022 年 11 月 30 日在深圳证券交易所创 业板上市。首次公开发行股票完成后公司总股本为 240,000,000 股，其中有流通 限制或限售安排的股份数量为 183,091,325 股，占发行后总股本的 76.29%； ...

证券代码： 301311 证券简称：昆船智能 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 ☑ 现场参观 □ 其他 （请文字说明其他活动内容） 参与单位名称及 人员姓名 广发证券：宋娟 熊耀宁 贺霜虹 栾华兵 王雪梅 张彦霞 个人投资者：刘泰辰 吴颖华 尹林华 王艳媛 潘光友 张礼文 王 祝繁 焦梓峰 李宗莲 李红梅 钱东宏 秦伟 赖霄阳 邹睿 胡志 勇 涂闻娟 方建坤 时间 2025 年 11 月 27 日 （周四） 下午 13:30~15:30 地点 公司会议室 上市公司接待人 员姓名 证券事务代表：唐英杰 董办专员：毕嘉钰 许悦 阮大洲 投资者关系活动 主要内容介绍 公司就投资者在本次说明会中提出的问题进行了回复： 1.请问公司的行业定位是什么？ 回复：尊敬的投资者，您好！作为较早进入智能物流、智能 制造成套装备领域的企业之一，公司历经二十余年专业技术积 累，可为客户提供全产业链一体化的整体解决方案。 公司的经营目标是聚焦智能物流、智能产线的一站式整体解 决方案，成为智能物流及智能制造领域集咨询规划、系统集成、 设备研发制造、运营服务于 ...

Market Overview - The general equipment sector experienced a decline of 0.21% on November 26, with smart control leading the drop [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - Notable gainers in the general equipment sector included: - Wald (688028) with a closing price of 74.90, up 12.72% and a trading volume of 141,800 shares, totaling 1.024 billion yuan [1] - Zhongshun Group (000039) closed at 9.35, up 10.00% with a trading volume of 1,947,400 shares, totaling 1.764 billion yuan [1] - Huashu High-Tech (688433) closed at 62.18, up 7.21% with a trading volume of 74,100 shares, totaling 447 million yuan [1] Decliners - Key decliners included: - Smart Control (002877) with a closing price of 9.45, down 9.91% and a trading volume of 681,500 shares, totaling 657 million yuan [2] - Rongyi Precision (920223) closed at 21.50, down 6.52% with a trading volume of 89,600 shares, totaling 195 million yuan [2] - Huafeng Co. (605100) closed at 43.91, down 5.39% with a trading volume of 84,600 shares, totaling 377 million yuan [2] Capital Flow - The general equipment sector saw a net outflow of 614 million yuan from institutional investors and a net outflow of 119 million yuan from retail investors, while retail investors had a net inflow of 733 million yuan [2] - Specific stock capital flows indicated: - Zhongshun Group (000039) had a net inflow of 47.416 million yuan from institutional investors, while retail investors experienced a net outflow of 18.000 million yuan [3] - Wald (688028) had a net inflow of 96.345 million yuan from institutional investors, with retail investors seeing a net outflow of 78.723 million yuan [3] - Sifangda (300179) had a net inflow of 81.558 million yuan from institutional investors, while retail investors faced a net outflow of 85.899 million yuan [3]

Core Viewpoint - The China Shipbuilding sector has experienced a decline of 0.95% as of the market close on November 25, with major stocks like China Shipbuilding Industry Corporation and ST Emergency showing significant drops [1][2]. Group 1: Market Performance - The China Shipbuilding sector ranked among the top decliners in the market, with notable declines in stocks such as China Shipbuilding Industry Corporation and ST Emergency [1]. - In contrast, two stocks within the sector, Jiuzhiyang and China Power, saw increases of 4.94% and 1.45%, respectively [1]. Group 2: Capital Flow - The China Shipbuilding sector faced a net outflow of 1.092 billion yuan from major funds, with ten stocks experiencing outflows, and seven of those exceeding 30 million yuan [2]. - The stock with the highest net outflow was China Shipbuilding Industry Corporation, which saw a net outflow of 372 million yuan, followed by China Shipbuilding Defense and Jiuzhiyang with outflows of 332 million yuan and 115 million yuan, respectively [2].

Group 1 - The China Shipbuilding sector experienced a decline, with China Shipbuilding Han Guang dropping over 5% and Kunshan Intelligent falling over 7% [1] - Other companies in the sector, including China Shipbuilding Technology, China Shipbuilding Special Gas, and China Shipbuilding, also saw declines [1]

Group 1 - The core viewpoint of the news is that the China Shipbuilding sector has seen a significant increase, with a rise of 6.63%, making it the top-performing sector on the trading day [1][2] - Within the China Shipbuilding sector, 10 stocks experienced gains, with Jiuzhiyang hitting a 20% limit up, and other notable performers including China Haifang and China Ship Defense, which also reached their daily limit up [1][2] - The sector attracted a net inflow of 1.22 billion yuan from main funds, with eight stocks receiving net inflows, and five stocks exceeding 30 million yuan in net inflows [2] Group 2 - The leading stocks in terms of net inflow include China Shipbuilding with 514 million yuan, followed by China Ship Defense with 425 million yuan, and China Haifang with 145 million yuan [2][3] - The net inflow ratios for major stocks are as follows: China Ship Defense at 15.57%, China Haifang at 11.29%, and China Shipbuilding at 10.23% [3] - The trading performance of key stocks includes China Ship Defense rising by 9.99%, China Haifang by 10.02%, and Jiuzhiyang by 20% [3][4]

Core Viewpoint - The company, Kunshan Intelligent (301311.SZ), clarifies that its products do not involve unmanned combat vessels and focuses on intelligent logistics and production lines [1] Group 1: Business Focus - The company primarily engages in the planning, research and development, design, production, implementation, and operation maintenance of intelligent logistics and production lines [1] - The company aims to provide comprehensive solutions and core technical equipment for logistics distribution and manufacturing enterprises [1] Group 2: Main Business Areas - The main business areas include intelligent logistics systems and equipment, intelligent production line systems and equipment, operation maintenance and spare parts, as well as specialized products and related services [1]

Market Overview - On November 24, A-shares opened higher with the Shanghai Composite Index at 3848.66 points, up 0.36%, Shenzhen Component Index up 0.53%, and ChiNext Index up 0.9% [1] - The trading volume of the Shanghai and Shenzhen markets exceeded 500 billion yuan, with a slight pullback in the three major indices [2] Sector Performance - The defense and military industry, wind power equipment, and controllable nuclear fusion sectors led the market gains, while lithium mining, cross-strait integration, and precious metals sectors experienced pullbacks [2] Defense and Military Sector - The defense equipment sector saw a strong initial rise, with satellite internet, commercial aerospace, and military information technology concepts all gaining traction [3] - Notable stocks included: - Aerospace Universe (688523) at 29.77 yuan, up 19.99% with a market cap of 12.1 billion yuan [4] - Raytheon Defense (002413) at 6.37 yuan, up 10.02% with a market cap of 8.4 billion yuan [4] - Shanghai Huguang (603131) at 27.28 yuan, up 8.25% with a market cap of 8.7 billion yuan [4] Shipbuilding Sector - The shipbuilding sector continued to rise, with stocks like Jiuzhiyang (300516) seeing an increase of over 15% and reaching a price of 55.59 yuan [5][6] - Key performers included: - China Shipbuilding Defense (600685) at 32.79 yuan, up 9.15% with a market cap of 35.4 billion yuan [6] - China Marine Defense (600764) at 32.25 yuan, up 5.56% with a market cap of 22.9 billion yuan [6] Aquaculture Sector - The aquaculture sector experienced significant gains, with the aquaculture index leading the market. Zhongshui Fishery (000798) opened with a limit-up, achieving a seven-day consecutive rise [7] - As of the midday session, Zhongshui Fishery was priced at 16.6 yuan per share, with a market cap of 6.1 billion yuan [7] - Recent geopolitical tensions have impacted the market for Japanese seafood imports, affecting investor sentiment [7]