证券代码：300523 证券简称：辰安科技 北京辰安科技股份有限公司 投资者关系活动记录表 编号：2025-008 | | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 | ■路演活动 | | | □现场参观 | | | | ■其他（投资者电话交流会） | | | | 1. 开源证券 | | | | 2. 中信建投证券 | | | | 3. 华源证券 | | | | 4. 民生证券 | | | | 5. 中金公司 | | | | 6. 国泰海通证券 | | | | 7. 中银国际 | | | | 8. 民银国际 | | | | 9. 国寿资产 | | | | 10.华夏财富 | | | | 11.中信证券资管 | | | | 12.博时基金 | | | | 13.建信基金 | | | | 14.华夏久盈资管 | | | | 15.永赢基金 | | | 参与单位名称 | 16.华泰资管 | | | 及人员姓名 | 17.交银施罗德基金 | | | | 18.浦银安盛基金 | | | | 19.财 ...

Core Viewpoint - The capital operation involving Chuanan Technology and Hefei State-owned Capital Venture Investment Co., Ltd. marks a significant shift in control, with Hefei Guotou becoming the controlling shareholder, indicating a deepening of central-local cooperation in the public safety sector [2][5][7]. Group 1: Capital Operation Details - Chuanan Technology plans to issue up to 69.79 million shares to Hefei Guotou, raising a total of no more than 1.419 billion yuan [2][4]. - After the issuance, Hefei Guotou will hold 28.85% of Chuanan Technology's shares, making it the controlling shareholder [4][5]. - This marks the second time Hefei Guotou has invested in Chuanan Technology within the year, with total investments amounting to 1.677 billion yuan [7]. Group 2: Financial Performance and Challenges - Chuanan Technology has faced significant financial pressure, with a cumulative net loss of 462 million yuan over the past two years [2][8]. - The company reported a 37.92% decline in revenue for 2024, with total revenue of 1.401 billion yuan and a net loss of 322 million yuan [8][9]. - As of September 2025, the company's asset-liability ratio rose to 66.61%, indicating increasing financial strain [3][9]. Group 3: Strategic Implications - The introduction of Hefei Guotou as a new controlling shareholder is seen as a strategic move to enhance Chuanan Technology's capabilities in public safety and emergency response [2][7]. - The funds raised will be allocated to AI and public safety projects, smart equipment development, and debt repayment, aiming to strengthen the company's market position and technological innovation [10]. - Chuanan Technology aims to leverage this capital injection to improve its operational efficiency and address liquidity challenges [9][10].

Core Viewpoint - Chen'an Technology (300523.SZ) has resumed trading, closing at 27.52 yuan with a rise of 5.04% following the announcement of a plan to issue A-shares to specific investors for a total amount not exceeding 1.4188570 billion yuan [1][4]. Fundraising and Project Allocation - The total amount to be raised from the issuance is planned to be used for the following projects: AI + Public Safety Brain Project (36.42 million yuan), Public Safety Intelligent Equipment R&D and Industrialization Project (22.58 million yuan), and to supplement working capital and repay debts (96.80 million yuan) [3][4]. - The total investment for these projects is estimated at 1.5580382 billion yuan, with the fundraising amount set at 1.4188570 billion yuan [3]. Issuance Details - The shares will be issued as domestic listed ordinary shares (A-shares) with a par value of 1.00 yuan per share, and the issuance will be conducted through a specific object issuance method [3][4]. - The issuance price is set at 20.33 yuan per share, which is not less than 80% of the average trading price over the last 20 trading days prior to the pricing date [4]. Shareholding Changes - The issuance will involve Hefei Guotou, which will subscribe to the shares in cash. Post-issuance, Hefei Guotou's shareholding will increase to 28.85%, making it the controlling shareholder of the company [5]. - Before the issuance, Hefei Guotou held 7.51% of the company's shares, and after the issuance, it will hold 87,259,561 shares [5]. Financial Performance - In 2024, Chen'an Technology reported a revenue of 1.401 billion yuan, a decrease of 37.92% year-on-year, and a net loss of 322 million yuan, a decline of 504.47% [6]. - For the first three quarters of 2025, the company achieved a revenue of 768 million yuan, down 19.27% year-on-year, with a net loss of 140 million yuan [6][7].

Group 1 - The core point of the article is that Chen'an Technology has announced a specific issuance of A-shares, which has been approved by the company's board of directors, targeting Hefei Guotou as the recipient [1] - The total share capital of the company is approximately 233 million shares, and the maximum number of shares to be issued will not exceed 30% of the total share capital before the issuance [1] - The issuance price is set at 20.33 yuan per share, with the total funds to be raised not exceeding approximately 1.419 billion yuan [1] Group 2 - The raised funds will be allocated to several projects, including approximately 281 million yuan for the AI + public safety brain project, which has a total investment of about 364 million yuan [1] - For the public safety intelligent equipment R&D and industrialization project, approximately 170 million yuan will be invested from the raised funds, with a total investment of about 226 million yuan [1] - The remaining funds, approximately 968 million yuan, will be used to supplement working capital and repay debts, with a total investment of 968 million yuan [1]

Core Points - The company, Changan Technology (300523), announced on December 2 that it plans to issue up to 69.7913 million shares to Hefei Guotou, raising no more than 1.419 billion yuan for various projects [1] - The funds will be allocated for AI + public safety brain projects, research and industrialization of public safety intelligent equipment, replenishing working capital, and repaying debts [1] - Following the issuance, Hefei Guotou will hold 87.2596 million shares, representing a 28.85% stake, making it the controlling shareholder, with the Hefei State-owned Assets Supervision and Administration Commission becoming the actual controller of the company [1]