证券代码：600894 证券简称：广日股份 公告编号：临2026-002 广州广日股份有限公司与关联方共同投资设立合资公司暨关联交易的公告 本公司董事会及全体董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、准确性和完整性承担法律责任。 重要内容提示： 一、关联对外投资概述 （一）对外投资的基本概况 1、本次交易概况 为落实公司战略规划中面向智慧城市细分场景的高端智能装备及整体解决方案提供商的战略定位，推动 研发创新与发展数智经济产业，促进相关业务订单更好地实施落地，同时承接经广东省工业和信息化厅 发函同意由广州工控集团牵头筹建广东省智能检测装备创新中心的任务，公司及控股子企业广日电梯、 广日电气拟与关联方工控图南创投基金、非关联投资方季华科技共同投资设立合资公司。合资公司注册 资本5,000万元，其中公司出资1,850万元，持股37%；子企业广日电梯出资1,500万元，持股30%；子企 业广日电气出资1,250万元，持股25%；关联方工控图南创投基金出资350万元，持股7%；非关联投资方 季华科技出资50万元，持股1%。合资公司将纳入公司合并报表范围。 ● 投资标的名称：广 ...

Market Overview - On September 12, the market reached a nearly ten-year high of 3892 points after a short-term consolidation, indicating a potential direction choice as it approaches long-term resistance levels[1] - The three major indices closed lower, with the Shanghai Composite Index down 0.12%, Shenzhen Component down 0.43%, and ChiNext down 1.09%[2] Fund Flow - On September 12, net inflows were 13.986 billion CNY for the Shanghai Stock Exchange and 4.313 billion CNY for the Shenzhen Stock Exchange[4] - The top three sectors for net inflows were semiconductors, industrial metals, and components, while the top three sectors for outflows were batteries, liquor, and communication equipment[4] Economic Policy - The Ministry of Finance emphasized maintaining policy continuity and stability, enhancing flexibility and foresight to support high-quality economic development[5] - During the "14th Five-Year Plan" period, national fiscal strength significantly increased, with public budget revenue expected to reach 106 trillion CNY, a growth of approximately 19% compared to the previous five-year period[6] Industry Trends - Canalys predicts a 51% year-on-year increase in foldable smartphone shipments in 2026, driven by new product releases and technological advancements[9] - The global shipment of wearable devices reached 49.2 million units in Q2 2025, marking a 12.3% year-on-year growth[12] Investment Trends - The number of private equity firms managing over 100 billion CNY has increased to 91, with quantitative private equity firms making up 49.45% of this group[13] - In August, inflows into ETFs for Hong Kong stocks from mainland investors exceeded 10 billion USD for the first time, setting a record for monthly inflows[14]