Summary of Key Points Core Viewpoint - The A-share market experienced significant trading activity on July 17, with a total of 96 stocks involved in block trades amounting to 1.69 billion yuan, indicating a robust trading environment [1]. Group 1: Trading Activity - A total of 96 stocks had block trades, with a total transaction value of 1.69 billion yuan [1]. - The top three stocks by transaction value were SAIC Motor Group (1.6 billion yuan), Dongpeng Beverage (1.3 billion yuan), and Lakala (89.83 million yuan) [1]. - Among the stocks, 5 were traded at par, 3 at a premium, and 88 at a discount [1]. Group 2: Premium and Discount Rates - The stocks with the highest premium rates were Huayuan Biological (5.52%), CATL (0.05%), and Haitian Flavoring (0.05%) [1]. - The stocks with the highest discount rates were Guangxin Technology (31.22%), Kunlun Technology (31.12%), and Lakala (21.14%) [1]. Group 3: Institutional Buying and Selling - The top institutional buying positions were held by Shenzhen City Transportation (45.77 million yuan), Keli Ke (39.10 million yuan), and Cambridge Technology (28.57 million yuan) [2]. - The top institutional selling positions were led by CATL (22.34 million yuan), Jidong Cement (17.30 million yuan), and Zhongke Software (564.15 thousand yuan) [3].

证券代码：301029 证券简称：怡合达 公告编号：2025-036 东莞怡合达自动化股份有限公司 关于 2025 年限制性股票激励计划内幕信息知情人 买卖公司股票情况的自查报告 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。 了查询确认，并由中国结算出具了《信息披露义务人持股及股份变更 查询证明》和《股东股份变更明细清单》。 二、核查对象买卖公司股票情况说明 东莞怡合达自动化股份有限公司（以下简称"公司"）于 2025 年 6 月 26 日召开第三届董事会第十六次会议和第三届监事会第十五次会 议，审议通过了《关于公司<2025 年限制性股票激励计划（草案）及 其摘要>的议案》等相关议案，具体内容详见公司于 2025 年 6 月 27 日在巨潮资讯网（www.cninfo.com.cn）披露的相关公告。 根据《上市公司股权激励管理办法》《深圳证券交易所创业板上 市公司自律监管指南第 1 号——业务办理》等相关法律、法规和规范 性文件的规定，公司对 2025 年限制性股票激励计划（以下简称"本激 励计划"）采取了充分且必要的保密措施，同时对本激励计划的内幕信 息 ...

CHINA COMMERCIAL LAW FIRM 中国深圳福田区深南大道 4011 号港中旅大厦 21A-3 层、22A、23A、24A、25A、26A 层, 21A-3/F,22A/F,23A/F,24A/F,25A/F,26A/F,CTSTower,No.4011,ShenNanRoad,ShenZhen, 电话(Tel.) : (86) 755-83025555; 传真(Fax.) : (86) 755-83025068,83025058 邮编 (P.C.): 518048; 网址 ( Website ) : https://www.huashanglawyer.com 广东华商律师事务所 关于东莞怡合达自动化股份有限公司 2025年第一次临时股东大会的 法律意见书 2025年07月 广东华商律师事务所 关于东莞怡合达自动化股份有限公司 2025年第一次临时股东大会的 本法律意见书仅供本次股东大会之目的而使用,未经本所书面同意,任何人 不得将其用作其他任何目的。本所律师同意将本法律意见书随公司本次股东大会 决议一并公告,并对本法律意见书承担相应的责任。 据此,本所律师根据法律、法规的要求,按照律师行业 ...

证券代码：301029 证券简称：怡合达 公告编号：2025- 035 东莞怡合达自动化股份有限公司 2025 年第一次临时股东大会决议公告 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 1、本次股东大会未出现否决提案的情况； 2、本次股东大会不涉及变更前次股东大会决议的情况。 一、会议召开情况 1. 股东大会届次：2025 年第一次临时股东大会。 2. 会议召集人：公司董事会。 3. 会议主持人：公司董事长金立国。 4. 会议召开的日期、时间： （1）现场会议召开时间：2025 年 7 月 15 日（星期二）下午 15:30 开始。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投 票的具体时间为：2025 年 7 月 15 日 9:15-9:25，9:30-11:30， 13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体时间 为：2025 年 7 月 15 日 9:15-15:00。 6. 现场会议召开地点：广东省东莞市横沥镇村尾桃园二路 33 号 公司会议室。 7. 出席会议的股东人数： （1） 现场出席本次会议的股东 ...

根据《上市公司股权激励管理办法》《深圳证券交易所创业板上 市公司自律监管指南第 1 号——业务办理》等相关法律、法规和规范 性文件的规定，公司对 2025 年限制性股票激励计划（以下简称"本激 励计划"）采取了充分且必要的保密措施，同时对本激励计划的内幕信 息知情人进行了登记，公司通过向中国证券登记结算有限责任公司深 圳分公司（以下简称"中国结算"）查询，对 2025 年限制性股票激励 计划内幕信息知情人在本激励计划首次披露前 6 个月内（2024 年 12 月 26 日至 2025 年 6 月 26 日，以下简称"自查期间"）买卖公司股票的 情况进行了自查，具体情况如下： 一、核查的范围与程序 1、核查对象为本激励计划的内幕信息知情人。 证券代码：301029 证券简称：怡合达 公告编号：2025-036 东莞怡合达自动化股份有限公司 关于 2025 年限制性股票激励计划内幕信息知情人 买卖公司股票情况的自查报告 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。 东莞怡合达自动化股份有限公司（以下简称"公司"）于 2025 年 6 月 26 日召开第三届董事会 ...

东莞怡合达自动化股份有限公司 证券代码：301029 证券简称：怡合达 公告编号：2025-034 持股 5%以上的股东张红先生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。 张红 2025 年 7 月 14 日 协议或者安排的主要内 容，包括委托人、受托 人的权利及义务、期限、 解除条件、其他特殊约 定等。 7. 30%以上股东增持股份的进一步说明（不适用） 本次增持是否符合《上 市公司收购管理办法》 规定的免于要约购买的 情形 是□ 否□ 股东及其一致行动人法 定期限内不减持公司股 份的承诺 8.备查文件 1．中国证券登记结算有限责任公司持股变动明细□ 2．相关书面承诺文件□ 3．律师的书面意见□ 4．深交所要求的其他文件☑ 关于持股 5%以上股东权益变动触及 1%整数倍的公告 信息披露义务人： 公司于近日收到持股 5%以上股东张红先生出具的《关于股份变 动的告知函》,获悉信息披露义务人于 2025 年 6 月 27 日至 2025 年 7 月 11 日期间，通过集中竞价以及大宗交易方式减持公司股份，持股 比例累计减少 0.76%，截至权益变动日信息披露义务人持股比例为 ...

Industry Overview - The A-share SW robotics sector experienced a decline of 9% from April to June 2025, underperforming the SW machinery equipment sector by 12.5 percentage points [1] - Huawei's developer conference introduced a robotics foundational model, indicating a new paradigm for domestic robotics embodied intelligence [1] Comments - Huawei's CloudRobo platform offers cloud-based intelligence for robots, featuring three core modules: embodied multimodal generative models, embodied planning models, and embodied execution models, enabling end-to-end capability integration [1] - The platform has signed R2C agreements with robots, attracting industrial, medical, and collaborative robots, while Huawei Cloud focuses on providing cloud computing support, alleviating partnership concerns [1] - In the Hong Kong stock market, robotics companies showed a valuation premium over A-shares in Q2 2025 due to new IPOs in humanoid, collaborative, and AMR sectors, and improved liquidity from inclusion in Hong Kong Stock Connect and indices [1] - The Hong Kong robotics sector is expected to continue expanding in the second half of 2025, with attention on A+H dynamics [1] Company Developments - Zhiyuan Robotics announced the acquisition of at least 63.62% of Upwind New Materials, aiming for a target of 1,000 robot shipments in 2025 [2] - Shou Cheng Holdings' subsidiary increased investment in Yushu Technology, a leading global quadruped robot company, projected to capture 70% of the global market share by 2024 [2] - Tesla's Optimus mass production plan may be delayed due to hardware challenges such as motor overheating and short battery life, with a postponed target for 2025 [2] Valuation and Recommendations - The company maintains its target prices, profit forecasts, and ratings, with a focus on domestic chain opportunities, particularly recommending Daotong Technology and Yihua Da for their quality and sufficient stock price adjustments [3] - In the Hong Kong robotics sector, attention is advised on the logistics automation segment represented by AMR [3]

Group 1: Internet Lending Industry - The internet lending industry is undergoing a significant "reshuffle" as compliance pressures increase, leading to a concentration of business among top lending platforms while smaller platforms exit the market [1] - Banks and financial institutions are tightening their risk appetite for internet lending, which has resulted in a reduction of high-interest practices previously employed by smaller platforms [1] - The new regulations have effectively closed loopholes that allowed for hidden price increases, putting pressure on the sustainability of some smaller lending platforms' business models [1] Group 2: Stock Market Performance - The Shanghai Composite Index has surpassed 3500 points for the first time this year, driven by significant gains in large-cap stocks such as Ningde Times and Heng Rui Pharmaceutical [2] - The rise in the index is attributed to ample liquidity in the market, although there are concerns about potential volatility and factors that may disrupt a sustained upward trend [2] Group 3: Consumer Electronics Industry - The consumer electronics sector is experiencing a surge in new product releases, particularly AI glasses, with an increase in shipment volumes and a rise in domestic production rates [3] - The consumer electronics industry index has seen a 6.67% increase over a 13-day trading period, indicating strong market performance [3] - Industry experts anticipate accelerated upgrades and investment opportunities in the consumer electronics sector in the second half of the year [3] Group 4: Fiscal Policy - The proactive fiscal policy has been implemented to stabilize growth, with measures including the issuance of long-term special bonds and local government bonds to boost consumption and investment [4] - Experts predict that fiscal policies will continue to be aggressive in the second half of the year, with potential increases in special bond issuance and the introduction of new financial tools [4] Group 5: Private Equity Funds - Over 2000 private equity funds reached new net asset value highs in June, reflecting a strong market performance [5] - More than 90% of large private equity firms reported positive returns in the first half of the year, with quantitative funds achieving a 100% positive return rate [5] - The private equity fundraising market has shown signs of recovery, with significant capital inflows expected to support further upward trends in A-shares and Hong Kong stocks [5] Group 6: Fund Management - Several fund companies have begun disclosing their second-quarter reports, indicating a significant increase in the scale of actively managed equity funds and strong growth in high-performing bond funds [6] Group 7: Financial Institutions - A total of 84 village banks have been approved for dissolution in 2025, marking a significant increase compared to previous years [8] - The majority of these dissolutions are due to mergers with local commercial banks, indicating a trend towards consolidation in the financial sector [8] Group 8: Market Trends - The "anti-involution" trend is gaining momentum across various industries, with sectors like solar energy, cement, and steel experiencing increased calls for reduced competition [9] - The stock market has responded positively, with significant gains in the solar sector and other related industries, suggesting a potential for improved profitability driven by policy support [9] Group 9: Electricity Market - The southern region's electricity market has initiated trial runs for continuous settlement, signaling the arrival of the "electricity e-commerce era" [10] - The establishment of a national unified electricity market is nearing completion, focusing on market-driven pricing and efficient resource allocation [10] Group 10: Fund Custody - The number of commercial banks with fund custody qualifications has increased to 37, with the latest addition being Chongqing Rural Commercial Bank [11] Group 11: Economic Indicators - In June, the Consumer Price Index (CPI) turned positive year-on-year, influenced by rising industrial consumer goods prices and a narrowing decline in vegetable prices [12] - The Producer Price Index (PPI) continues to face downward pressure, reflecting ongoing challenges in the industrial sector [12] Group 12: Shareholder Engagement - Companies are increasingly adopting diverse methods to reward shareholders, moving beyond traditional dividends and buybacks to include more interactive and experiential rewards [13]

Group 1 - Evert (688165.SH) shareholders plan to reduce their holdings by up to 13,044,500 shares, accounting for 2.5% of the total share capital, from July 31, 2025, to October 30, 2025 [1] - Anlu Technology (688107.SH) shareholder Shenzhen Siqi has completed a reduction of 157,000 shares, representing 0.04% of the total share capital [1] - Baose Co., Ltd. (300402.SZ) plans to reduce its holdings by up to 2,467,904 shares, accounting for 1.00% of the total share capital, within three months after the announcement [1] Group 2 - De Fang Nano (300769.SZ) board member Tang Wenhua has completed a reduction of 132,800 shares, accounting for 0.0480% of the total share capital [3] - Dize Pharmaceutical (688192.SH) Chief Business Officer Wu Qingyi has completed a reduction of 302,054 shares, representing 0.0657% of the total share capital [3] - Dongfang Zhongke (002819.SZ) shareholder Dalian Financial Industry Investment Group plans to reduce its holdings by up to 8,890,800 shares, accounting for 3.00% of the total share capital, within three months after the announcement [3] Group 3 - Guizhou Sanli (603439.SH) Vice Chairman and General Manager Zhang Qianfan plans to reduce holdings by up to 178,650 shares, accounting for 0.0436% of the total share capital, and has completed the plan [4] - Haiguo Co., Ltd. (301063.SZ) actual controller Qian Liping plans to reduce holdings by up to 3,120,000 shares, accounting for 2.9896% of the total share capital, within three months after the announcement [4] - Alloy Investment (000633.SZ) shareholder Gongqingcheng Zhaoyin No. 3 Investment Partnership has completed a reduction of 3,850,000 shares, representing 1% of the total share capital [5] Group 4 - Jialitu (603912.SH) board members and senior management have completed a reduction of shares, with Wang Lingyun reducing 122,000 shares (0.0225%) and Yuan Yi reducing 140,000 shares (0.0258%) [6] - Jianlang Hardware (002791.SZ) shareholder Yan Guilin has reduced holdings by 4,061,059 shares, accounting for 1.16% of the total share capital [6] - Jin Sun (300606.SZ) board members and senior management plan to reduce holdings by up to 1,344,551 shares, representing 0.97% of the total share capital, within three months after the announcement [6] Group 5 - Nearshore Protein (688137.SH) shareholders plan to reduce holdings through various methods, with Heze Qiaobei reducing up to 161,959 shares (0.2308%) and Shanghai Pujin reducing up to 263,158 shares (0.3750%) [7] - Longte Intelligent (300916.SZ) supervisor plans to reduce holdings by up to 1,446,440 shares, accounting for 1.00% of the total share capital, within three months after the announcement [7] - Longte Intelligent (300916.SZ) controlling shareholders plan to reduce holdings by up to 4,339,320 shares, representing 3.00% of the total share capital, within three months after the announcement [7] Group 6 - Star Network Yuda (002829.SZ) controlling shareholder Chi Jia Sheng plans to reduce holdings by up to 6,197,700 shares, accounting for 3% of the total share capital, within three months after the announcement [11] - Yihua Da (301029.SZ) shareholders have completed a reduction of 6,441,424 shares (1.02%), 10,194,800 shares (1.61%), and 10,527,700 shares (1.66%) [11] - Yuan Ancestors (603886.SH) shareholders plan to reduce holdings by up to 2,400,000 shares, representing 1% of the total share capital, within three months after the announcement [11]

证券代码：301029 证券简称： 怡合达 公告编号：2025-032 东莞怡合达自动化股份有限公司 监事会关于 2025 年限制性股票激励计划首次授予 激励对象名单的公示情况说明及核查意见 本公司及监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。 东莞怡合达自动化股份有限公司（以下简称"公司"）于 2025 年 6 月 26 日召开第三届董事会第十六次会议和第三届监事会第十五次 会议，审议通过了《关于公司<2025 年限制性股票激励计划（草案） 及其摘要>的议案》等相关议案，具体内容详见公司于 2025 年 6 月 27 日在巨潮资讯网（www.cninfo.com.cn）披露的相关公告。 根据《上市公司股权激励管理办法》 （以下简称"《管理办法》"）、 《深圳证券交易所创业板股票上市规则》 （以下简称"《上市规则》"）、 公示结果：截至公示期满，公司监事会未收到任何异议。 （二）公司监事会对激励对象的核查方式 公司监事会核查了本激励计划首次授予激励对象的名单、有效身 份证件、激励对象与公司（含子公司，下同）签订的劳动合同或聘用 合同、激励对象在公司担任的职务及其任职 ...