Group 1 - The ChiNext index led the market with a closing increase of 1.24%, while the Shanghai Composite Index and Shenzhen Component Index rose by 0.50% and 0.53% respectively [1] - Sectors such as brain-computer interfaces, ports, Xinjiang, and liquid cooling servers showed strong performance, while lithium mining, military industry, rare earth permanent magnets, and photovoltaics faced declines [1] Group 2 - The liquid cooling sector is experiencing strong momentum, driven by the demand from AI data centers and significant orders from overseas companies, leading to expectations of substantial profits and increased valuations for domestic listed companies [3] - The AI and robotics industry chains are highlighted as key sectors in the A-share market, supported by abundant market liquidity and a sustained trend in high-growth and high-heat sectors [3] - The Tianhong CSI Communication Equipment Index Fund closely tracks the performance of 50 listed companies involved in the communication equipment sector, reflecting the overall performance of this thematic investment [3]

【导读】九鼎投资拟通过收购股权及增资方式，获得南京神源生53.2897%的股权 中国基金报记者 卢鸰 机器人行业大爆发之际，私募股权投资巨头九鼎投资拟通过收购进军机器人产业链。 九鼎投资8月11日晚公告，2025年8月11日，公司与戴振东、南京森力瑟智能科技合伙企业（有限合伙）（以下简称森力瑟）、赵海鹰、潍坊中科海创股权 投资合伙企业（有限合伙）（以下简称中科海创）及青岛汇青投资合伙企业（有限合伙）（以下简称汇青投资），签署了《关于南京神源生智能科技有限 公司（简称南京神源生）之转股＆增资协议》。 本次收购股权交易，九鼎投资拟以现金方式受让戴振东持有的南京神源生18.7915%股权、森力瑟持有的南京神源生5.0000%股权、赵海鹰持有的南京神源 生3.0000%股权、中科海创持有的南京神源生9.9800%股权，以及汇青投资持有的南京神源生0.9481%股权，合计受让南京神源生37.7196%股权（后续增资 完成后将稀释为28.2897%），交易对价合计为1.13亿元。 同时，本次收购股权完成后，九鼎投资拟以1亿元对南京神源生进行增资，并获得增资后25%的股权。 本次交易完成后，九鼎投资最终将以2.13亿元获得 ...

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【8月11日九鼎投资股价涨停，晚间披露2.13亿收购南京神源生53.2897%股权】8月11日，九鼎投资 (600053)股价涨停，成交金额达6.22亿元。当天晚间，九鼎投资披露重磅公告，拟通过收购股权及增资 方式，以2.13亿元获南京神源生智能科技有限公司53.2897%股权，使其成控股子公司并入合并报表。 南京神源生成立于2012年，由戴振东创立，注册资本701万元，总部在江苏南京。其专注六维力传感器 与力测控领域，核心产品为六维力传感器，已获多项专利，运营正常。 8月11日，九鼎投资与戴振东等 签署转股和增资协议。公司拟现金受让多方持有的南京神源生37.7196%股权，交易对价1.13亿元，后续 增资完成后将稀释为28.2897%。 收购股权完成后，公司拟1亿元对南京神源生增资获25%股权。交易完 成后，最终以2.13亿元获其53.2897%股权。 南京神源生上轮融资投后估值2亿，当时六维力传感器应用 于传统工业。随着人形机器人厂商配置该产品，市场空间扩大，本次交易前整体估值提至3亿。 九鼎投 资称，本次交易响应政策，拓展产业布局，切入机器人 ...

Core Viewpoint - Jiuding Investment plans to enter the robotics industry chain through equity acquisition and capital increase, acquiring a 53.2897% stake in Nanjing Shenyuan Sheng [2][3] Group 1: Acquisition Details - Jiuding Investment signed an agreement to acquire a total of 37.7196% equity in Nanjing Shenyuan Sheng for a total consideration of 113 million yuan [2] - After the acquisition, Jiuding Investment will inject an additional 100 million yuan into Nanjing Shenyuan Sheng, resulting in a total investment of 213 million yuan for a 53.2897% stake [3] Group 2: Strategic Intent - The transaction aligns with national policies encouraging listed companies to achieve high-quality development through mergers and acquisitions, aiming to expand industry layout and cultivate new growth points [3] - Nanjing Shenyuan Sheng is a leading company in six-dimensional force sensors, which are core components for humanoid robots, indicating significant application prospects in the robotics field [3] Group 3: Company Background - Nanjing Shenyuan Sheng was founded in 2012 by Professor Dai Zhendong from Nanjing University of Aeronautics and Astronautics, who is also the controlling shareholder [3] - The technology of Nanjing Shenyuan Sheng originates from the bionics research institute established in 2002, making it one of the early explorers in this field in China [3] Group 4: Market Reaction - Following the announcement, Jiuding Investment's stock surged and reached the daily limit, closing at a market value of 7.75 billion yuan [4]

Core Viewpoint - Jiuding Investment plans to acquire approximately 53.29% equity in Nanjing Shenyuan Intelligent Technology Co., Ltd. for a total consideration of 213 million yuan, aiming to enhance its competitiveness in the robotics industry [1] Summary by Sections Acquisition Details - Jiuding Investment will acquire 37.7196% of Nanjing Shenyuan's equity for approximately 113 million yuan, which will be diluted to 28.2897% post-capital increase [1] - Following the acquisition, Jiuding Investment intends to inject an additional 100 million yuan into Nanjing Shenyuan to obtain 25% equity after the capital increase [1] - Upon completion of the transaction, Nanjing Shenyuan will become a subsidiary of Jiuding Investment and will be included in the consolidated financial statements [1] Company Profile - Nanjing Shenyuan specializes in six-dimensional force sensors and force measurement control, with core products including multi-dimensional force sensors, torque sensors, and force measurement platforms [1] Strategic Implications - Jiuding Investment aims to penetrate a critical segment of the robotics industry chain through this acquisition, thereby enhancing its core competitiveness and establishing a second growth curve [1] Market Performance - As of August 11, Jiuding Investment's stock price was 17.88 yuan per share, with a total market capitalization of approximately 7.752 billion yuan [1]

Core Viewpoint - On August 11, Jiuding Investment (600053) announced a significant acquisition plan to acquire a 53.2897% stake in Nanjing Shenyuan Intelligent Technology Co., Ltd. for RMB 213 million, which will make it a subsidiary included in the consolidated financial statements [2][7]. Group 1: Acquisition Details - Jiuding Investment plans to acquire shares from multiple stakeholders, including 18.79% from Dai Zhendong for RMB 56.3745 million, 5.00% from Senlis for RMB 15 million, 3.00% from Zhao Haiying for RMB 9 million, 9.98% from Zhongke Haichuang for RMB 29.94 million, and 0.95% from Huiqing Investment for RMB 2.8443 million, totaling a 37.7196% stake for RMB 113 million [6][7]. - After the acquisition, Jiuding Investment intends to inject an additional RMB 100 million into Nanjing Shenyuan to acquire a further 25% stake, leading to a total investment of RMB 213 million for a 53.2897% stake [7]. Group 2: Company Background - Nanjing Shenyuan was established in 2012, founded by Professor Dai Zhendong from Nanjing University of Aeronautics and Astronautics, with a registered capital of RMB 7.01 million [5]. - The company specializes in six-dimensional force sensors and force measurement control, holding 21 invention patents (16 authorized) and 23 utility model patents, indicating a strong R&D capability [6]. Group 3: Market Potential - The previous financing round in December 2023 valued Nanjing Shenyuan at RMB 200 million, with limited market scope primarily in traditional industries [7]. - Recent trends show a growing application of six-dimensional force sensors in humanoid robots, significantly expanding market potential and improving future growth prospects [7].

新京报贝壳财经讯8月11日，九鼎投资（600053）公告，公司拟通过收购股权及增资方式，以2.13亿元 获得南京神源生智能科技53.2897%股权。本次交易是公司积极响应国家鼓励上市公司通过并购重组实 现高质量发展政策导向的重要举措，旨在拓展产业布局，培育新的业绩增长点。南京神源生作为人形机 器人核心零部件六维力传感器的领先企业，具有自主知识产权和技术壁垒，产业协同性强，其产品在人 形机器人领域应用前景广阔。通过本次交易，公司将切入机器人产业链关键环节，增强核心竞争力，打 造第二增长曲线。 ...

Core Viewpoint - The company, Jiuding Investment, plans to acquire a 53.2897% stake in Nanjing Shenyuan Intelligent Technology Co., Ltd. for a total consideration of RMB 213 million, which includes both equity acquisition and capital increase [1] Group 1: Transaction Details - The company will acquire 37.7196% of the equity in cash, which will be diluted to 28.2897% after the capital increase [1] - Following the acquisition, the company intends to inject RMB 100 million into Nanjing Shenyuan to obtain an additional 25% stake [1] - Upon completion of the transaction, Nanjing Shenyuan will become a subsidiary of the company and will be included in the consolidated financial statements [1] Group 2: Strategic Rationale - This acquisition aligns with national policies encouraging listed companies to achieve high-quality development through mergers and acquisitions [1] - The aim is to expand the company's industrial layout and cultivate new performance growth points [1] - Nanjing Shenyuan is a leading enterprise in six-dimensional force sensors for humanoid robots, possessing independent intellectual property rights and technological barriers, indicating a broad application prospect in the humanoid robot field [1] Group 3: Long-term Goals - The transaction will allow the company to penetrate a critical segment of the robotics industry chain, enhancing its core competitiveness [1] - It is part of the company's long-term development strategy and is expected to improve the quality of the listed company while maximizing shareholder value [1]

九鼎投资（600053）(600053.SH)发布公告，公司拟通过收购股权及增资方式，以人民币2.13亿元获得南 京神源生智能科技有限公司(简称"南京神源生")53.2897%股权。本次收购股权交易，公司拟以现金方式 合计受让南京神源生37.7196%的股权(后续增资完成后将稀释为28.2897%)，交易对价合计为1.13亿元。 本次收购股权完成后，公司拟以人民币1亿元对南京神源生进行增资并获得增资后25%的股权。本次交 易完成后，公司最终将以人民币2.13亿元获得南京神源生53.2897%的股权，南京神源生将成为公司控股 子公司，纳入公司合并报表范围。 本次交易是公司积极响应国家鼓励上市公司通过并购重组实现高质量发展政策导向的重要举措，旨在拓 展产业布局，培育新的业绩增长点。南京神源生作为人形机器人核心零部件六维力传感器的领先企业， 具有自主知识产权和技术壁垒，其产品在人形机器人领域应用前景广阔。通过本次交易，公司将切入机 器人产业链关键环节，增强核心竞争力，打造第二增长曲线。本次交易符合国家产业政策及公司长期发 展战略，有利于提升上市公司质量，实现股东价值最大化。 ...

经与会监事认真审议，以现场结合通讯表决的方式审议通过了如下议案： 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性及完整性承担法律责任。 一、会议召开情况 昆吾九鼎投资控股股份有限公司（以下简称"本公司"或"公司"）第十届监事会 第六次会议通知于 2025 年 8 月 5 日以电子邮件的方式发出，会议于 2025 年 8 月 11 日在公司以现场结合通讯表决的方式召开。本次会议应出席监事 3 名，实际出席监事 司法》和《公司章程》的相关规定，会议形成的决议合法有效。 二、会议审议情况 证券代码：600053 证券简称：九鼎投资 编号：临 2025-042 昆吾九鼎投资控股股份有限公司 KunwuJiuding Investment Holdings CO., Ltd 第十届监事会第六次会议决议公告 （一）《关于收购南京神源生智能科技有限公司部分股权并对其增资的议案》 公司拟通过收购股权及增资方式，以人民币 21,315.88 万元获得南京神源生智能 科技有限公司（以下简称"南京神源生"）53.2897%股权。本次收购股权交易，公司 拟以现金方式受让戴 ...