Group 1 - The company announced the convening of the 28th meeting of the 8th Board of Directors and the 22nd meeting of the 8th Supervisory Board on January 17, 2025 [2] - The company approved the proposal to use part of the idle raised funds to temporarily supplement working capital, not exceeding 200 million yuan, for a period not exceeding 12 months [2] - On August 7, 2025, the company repaid 5 million yuan of the temporary working capital raised funds to the special account for raised funds [2] Group 2 - The remaining 195 million yuan of temporarily idle raised funds will be fully repaid before the due date, and the company will fulfill its information disclosure obligations in a timely manner [2]

Group 1 - The core viewpoint of the articles highlights the robust growth of China's equipment manufacturing industry, particularly in smart manufacturing equipment, which has significantly contributed to the overall industrial growth [1][2] - In the first half of the year, the added value of China's equipment manufacturing industry increased by 10.2% year-on-year, driving a 3.4 percentage point increase in the growth of all above-scale industries [1] - The industrial robot market in China has maintained rapid growth, with a production increase of 35.6% year-on-year, and the country has been the largest industrial robot market globally for 12 consecutive years [1][2] Group 2 - The export value of industrial robots from China increased by 61.5% year-on-year, with over 190,000 effective patents related to robots, accounting for about two-thirds of the global total [2] - The sensor market in China surpassed 200 billion yuan in the first half of the year, with the industrial automation sector holding the largest share, exceeding 35% [2] - The rapid development of the new energy vehicle industry has significantly boosted the demand for various sensors, with production and sales of new energy vehicles increasing by 41.4% and 40.3% year-on-year, respectively [2] Group 3 - According to the "14th Five-Year" Intelligent Manufacturing Development Plan, by the end of this year, 70% of large-scale manufacturing enterprises are expected to achieve basic digital networking, with over 500 intelligent manufacturing demonstration factories established [3] - The smart manufacturing equipment sector still has vast potential for growth, indicating ongoing opportunities for investment and development in this area [3]

Group 1: Industry Growth and Performance - In the first half of this year, China's equipment manufacturing industry achieved a year-on-year growth of 10.2%, contributing 3.4 percentage points to the overall industrial growth, acting as a "stabilizer" for industrial development [1] - The intelligent manufacturing equipment sector, including high-end CNC machine tools, industrial robots, and smart logistics, has shown remarkable performance, with industrial robot production increasing by 35.6% year-on-year [1] - The scale of China's intelligent manufacturing equipment industry is expected to exceed 5 trillion yuan this year [1] Group 2: Robotics Market Insights - China has maintained its position as the world's largest industrial robot market for 12 consecutive years, accounting for over half of the global new industrial robot installations in the past three years [2] - The export value of industrial robots from China increased by 61.5% year-on-year in the first half of this year, with over 190,000 effective patents related to robots, representing about two-thirds of the global total [2] - The domestic industrial robot market is projected to surpass 90 billion yuan, with a market share of over 43% globally [2] Group 3: Sensor Market Dynamics - The sensor market in China surpassed 200 billion yuan in the first half of this year, with the industrial automation sector holding the largest share at over 35% [2] - The growth in the industrial sensor market is driven by temperature, pressure, and flow sensors, with the robot vision sensor market reaching 4.756 billion yuan [2] - The rapid development of the new energy vehicle industry has significantly boosted the demand for various sensors, including current, angle, and pressure sensors, with production and sales of new energy vehicles increasing by 41.4% and 40.3% year-on-year, respectively [2] Group 4: Future Outlook - According to the "14th Five-Year" Intelligent Manufacturing Development Plan, by the end of this year, 70% of large-scale manufacturing enterprises are expected to achieve basic digital networking, with over 500 intelligent manufacturing demonstration factories established [3]

新益昌（SH 688383，收盘价：67.56元）8月7日晚间发布公告称，公司第三届第三次董事会会议于2025 年8月7日在深圳市宝安区新安街道海旺社区兴业路瑞湾大厦15楼公司会议室以现场结合通讯方式召开。 会议审议了《关于向2025年限制性股票激励计划激励对象首次授予限制性股票的议案》等文件。 2024年1至12月份，新益昌的营业收入构成为：智能制造装备占比97.17%，配件及维修费占比2.68%， 其他业务占比0.15%。 （文章来源：每日经济新闻） ...

Fundraising Plan - The total amount of funds to be raised is not more than 167.5 million yuan, with the net amount after deducting issuance costs to be used entirely for the semiconductor equipment precision components R&D and industrialization project [1][2] - The project aims to enhance the production capacity of semiconductor equipment precision components, laying a solid foundation for future business development [1][2] Project Details - The project will be implemented by Lihexing Jiangmen, located in Jiangmen, Guangdong Province, with a total investment of up to 132.506 million yuan and a planned use of raised funds amounting to 117.5 million yuan, with a construction period of 24 months [2] - The semiconductor industry is crucial for China's technological independence, with a growing demand driven by advancements in AI, consumer electronics, and automotive electronics [2][3] Market Opportunity - The semiconductor equipment industry is experiencing significant growth, with global spending expected to reach 49.6 billion USD, a 35% year-on-year increase, and projected sales of semiconductor manufacturing equipment to hit 125.5 billion USD by 2025, growing over 7% [2][3] - The domestic market for semiconductor equipment components is expanding, supported by strong national policies and funding, creating a favorable environment for local suppliers [3][5] Competitive Advantage - The company focuses on smart equipment and specialized components, integrating various technologies to enhance its product offerings and core competitiveness [4][6] - The company has established long-term relationships with major clients such as Huawei and BYD, enhancing its brand recognition and market influence [5][6] Technical Capability - The company has a rich technical background in smart manufacturing, with 44 invention patents, 143 utility model patents, and 275 software copyrights, ensuring a competitive edge in the semiconductor sector [7] - The project has received necessary approvals, including the investment project filing certificate, and is expected to yield an internal rate of return of 15.08% with a payback period of 7.85 years [7][8] Financial Impact - The fundraising will enhance the company's asset scale and financial flexibility, supporting business growth and improving operational efficiency [8][9] - Although there may be a temporary decline in earnings per share during the construction phase, the project is expected to boost overall profitability and shareholder returns in the long run [9]

Revenue and Profit - The total operating revenue for the company in the first half of 2025 was 316 million yuan, a year-on-year decrease of 1.81% [2] - The net profit attributable to the parent company was 2.365 million yuan, down 89.94% year-on-year, while the non-recurring net profit was -2.7342 million yuan, a decline of 114.6% [2] - In the second quarter, the single-quarter operating revenue was 152 million yuan, a decrease of 6.31% year-on-year, with a net profit of -2.6155 million yuan, down 123.27% [2] Profitability - The company's gross margin was 17.51%, a decrease of 11.36% year-on-year, and the net margin was 0.56%, down 92.36% year-on-year, indicating challenges in cost control and weakened profitability [3] Expense Control - Total sales, management, and financial expenses amounted to 30.2634 million yuan, accounting for 9.59% of revenue, an increase of 44.37% year-on-year [4] - The increase in management expenses was primarily due to higher salaries and share-based payment costs, while R&D expenses grew by 21.62% to 21.1098 million yuan [4] Cash Flow and Financial Health - The operating cash flow per share was 0.1 yuan, a decline of 34.41% year-on-year [5] - Cash and cash equivalents were 204 million yuan, an increase of 27.63% year-on-year, while accounts receivable were 128 million yuan, down 10.80% year-on-year, but accounts receivable accounted for 408.76% of the latest annual net profit, indicating potential recovery risks [5][8] Main Business Composition - The main business revenue primarily comes from industrial robots and industrial welding equipment, with industrial robot revenue at 217 million yuan, accounting for 68.85% of total revenue, and a gross margin of 16.56% [6] - Domestic sales revenue was 283 million yuan, making up 89.75% of total revenue, with a gross margin of 16.09%, while foreign sales revenue was 32.357 million yuan, accounting for 10.25% of total revenue, with a gross margin of 29.91% [6] Development Review and Outlook - The company operates in the intelligent manufacturing equipment industry, focusing on industrial robots and welding equipment [7] - Despite the decline in performance during the reporting period, the company continues to increase R&D investment, advancing collaborative robots and welding technology research, and has made progress in the sensor field [7] - The company is actively expanding its domestic and international markets to enhance brand influence and will continue to optimize governance structures and standardize internal control systems to protect the rights of the company and its shareholders [7]

Core Viewpoint - The announcement addresses the abnormal fluctuations in the trading of Dongjie Intelligent's stocks and convertible bonds, confirming that the company's main business remains focused on intelligent production systems, intelligent logistics warehousing systems, and intelligent three-dimensional parking systems [1] Group 1: Company Operations - The company continues to provide comprehensive services including planning consultation, software system development, intelligent equipment design and manufacturing, system integration, installation implementation, and after-sales maintenance [1] - There have been no significant changes in the company's production and operations [1] - The market environment and industry policies have not undergone major adjustments [1] Group 2: Financial Stability - There have been no significant changes in production costs and sales conditions [1]

（文章来源：证券日报） 证券日报网讯博实股份8月4日发布公告，在公司回答调研者提问时表示，从智能制造装备产品线看，公 司智能装备具有高速、高精度、运行高可靠性的技术优势，主要面向高端智能装备市场需求，适用于对 高效、安全生产要求比较高的客户生产场景，是替代进口的高端装备。公司在国内产品应用领域，产 品、技术处于国内领先、国际先进水平，部分产品应用达到国际领先。公司智能制造装备营收增长主要 得益于公司面对中国制造产业数字化、智能化升级对智能制造装备的旺盛需求，积极实施技术研发与产 品创新，实现产品多品类扩张。公司将工业机器人技术应用到工业自动化领域中，技术领先优势是公司 重要的核心竞争优势。从智能制造整体解决方案看，公司将机器视觉识别、深度学习、机器人控制算法 等技术应用到多品类创新产品中，与制造业客户生产场景相融合，实现固体物料后处理、矿热炉冶炼作 业智能车间等智能制造整体解决方案，助力客户实现工厂数字化、智能化，实现智能制造。 ...

证券日报网讯博实股份8月4日发布公告，在公司回答调研者提问时表示，公司存货分为原材料、在产 品、低值易耗品、库存商品、发出商品等。公司智能制造装备产品以销定产，对公司行业来讲，此类存 货量是代表未来可交付的产品，公司存货（特别是发出商品）与未来收入呈正相关性。 （文章来源：证券日报） ...

证券日报网讯 博实股份8月4日发布公告，在公司回答调研者提问时表示，公司的工业服务团队主要面 向智能制造装备领域客户，提供生产运维管理服务，包括客户生产装置、设备的日常操作、维修、维 护、成品入出库、转运、装车等一体化服务。这种专业化服务有助于客户集中资源聚焦核心竞争力，实 现降本增效和高质量发展。公司的工业服务需求既有存量设备自然增长带来的稳健增长，更有通过深度 挖掘客户需求，在新增生产运维类项目的持续突破中打开的增长空间。工业服务需求双向增长，发展势 头相向而行，未来服务规模和能力有望实现阶梯式提升。2024年度，公司工业服务营收达7.68亿元，占 公司整体营收比重达26.84%，毛利率是29.62%，工业服务是构成公司收入和利润的重要来源。 （编辑 王雪儿） ...