格隆汇12月22日丨东土科技(300353.SZ)公布，在国家深入推进关键核心技术自主可控战略的背景下， 工业操作系统作为产业链供应链安全"补短板" 范畴的关键环节，正迎来政策赋能与市场需求双轮驱动 的发展机遇。为进一步优化子公司北京光亚鸿道操作系统有限公司（简称"光亚鸿道"或"目标公司"）的 股权结构，充分借助国家级战略资本的资源优势与产业协同效应，加速工业操作系统业务在关键行业和 重点领域的国产替代进程。公司下属子公司光亚鸿道拟通过增资扩股方式引入战略投资者国风投（北 京）智造转型升级基金（有限合伙）（简称"国风投基金"）。 国风投基金拟以人民币11,000万元对光亚鸿道进行增资，认购光亚鸿道新增注册资本2,875.5485万元， 占本次增资完成后光亚鸿道注册资本的5.8201%。本次增资完成后，光亚鸿道的注册资本由46,531.6030 万元增加至49,407.1515万元。公司及光亚鸿道其他股东北京工智源信息咨询中心（有限合伙）、昆仑北 工（北京）绿色创业投资基金（有限合伙）均放弃本次增资的优先认购权。本次增资完成后，公司持有 光亚鸿道的股权比例下降至70.8400%，光亚鸿道董事会仍由3名董事组成， ...

智通财经APP讯，东土科技(300353.SZ)发布公告，为进一步优化子公司北京光亚鸿道操作系统有限公司 (以下简称"光亚鸿道"或"目标公司")的股权结构，充分借助国家级战略资本的资源优势与产业协同效 应，加速工业操作系统业务在关键行业和重点领域的国产替代进程。公司下属子公司光亚鸿道拟通过增 资扩股方式引入战略投资者国风投(北京)智造转型升级基金(有限合伙)(以下简称"国风投基金")。国风投 基金拟以人民币1.1亿元对光亚鸿道进行增资，认购光亚鸿道新增注册资本2875.5485万元，占本次增资 完成后光亚鸿道注册资本的5.8201%。 ...

Core Viewpoint - Dongtu Technology (300353) currently does not have direct quantum communication products, but its real-time operating system has potential adaptability for future quantum communication needs due to its microsecond-level real-time response and high reliability [1] Company Summary - Dongtu Technology's Hongdao Industrial Operating System is one of the few domestic real-time systems certified for the highest level of functional safety, featuring microsecond-level real-time scheduling and high reliability [1] - The company acknowledges that quantum communication technologies, such as quantum key distribution and quantum teleportation, have stringent requirements for system response and synchronization precision, which align well with the capabilities of its operating system [1] Industry Summary - The quantum communication field may generate future demand that could leverage the capabilities of real-time operating systems like those offered by Dongtu Technology, indicating a potential market opportunity [1]

Core Insights - The total number of financing events in the domestic primary market this week is 91, a decrease of 70 compared to last week, with a total disclosed financing amount of 3.812 billion RMB [2] - The most active sectors in financing events are intelligent manufacturing, artificial intelligence, and healthcare, with 21, 18, and 11 events respectively [4] - The highest disclosed financing amount comes from the intelligent manufacturing sector, totaling approximately 1.763 billion RMB, with "Xizhi Technology" completing a C round financing of over 1.5 billion RMB [4][13] - The artificial intelligence sector follows with a disclosed financing total of 720 million RMB, where "Ruilong Surgery" completed a D round financing of 67 million USD [4][14] Industry Distribution - Intelligent manufacturing leads with 21 financing events, followed by artificial intelligence with 18 events, and healthcare with 11 events [4] - "Xizhi Technology," focused on optical computing technology, is a notable player in intelligent manufacturing [4] - "Ruilong Surgery," specializing in minimally invasive and digital surgical solutions, is a key player in the artificial intelligence sector [4] Regional Distribution - The majority of disclosed financing events are concentrated in Jiangsu and Guangdong, each with 20 events, followed by Shanghai with 13 events [7][9] - Jiangsu's disclosed financing amounts to 270 million RMB from 7 events, while Shanghai has a significant disclosed amount of 2.473 billion RMB from 7 events [9] Stage Distribution - The majority of financing events are in the early stage, with 69 events, followed by 15 in the growth stage and 7 in the late stage [10] Major Financing Events - "Xizhi Technology" completed a C round financing of over 1.5 billion RMB [13] - "Ruilong Surgery" completed a D round financing of 67 million USD [14] - "Shuimu Medical," a medical device certification service provider, completed an A round financing of 280 million RMB [14] M&A Activity - There were 14 disclosed M&A events this week, an increase of 3 compared to last week, with notable transactions including Zijin Mining's acquisition of 84% of Jiangsu Jinsha Molybdenum for 5.91 billion RMB [25] - Other significant acquisitions include "Zhangtai Zhirun" being acquired for 827 million RMB and "Niwei Automotive" for 666 million RMB [26]

Core Viewpoint - Dongtu Technology's subsidiary Guangya Hongdao has secured a strategic investment of 280 million yuan from Kunlun Beigong, enhancing its operational capabilities in various sectors including petrochemicals and integrated circuits [2][3]. Investment Details - The pre-investment valuation of Guangya Hongdao was 1.5 billion yuan, which increased to 1.78 billion yuan post-investment [2]. - Kunlun Beigong, Dongtu Technology, and Beijing Gongzhiyuan will hold 15.7303%, 75.2177%, and 9.0520% equity in Guangya Hongdao, respectively [2]. Strategic Implications - Guangya Hongdao aims to accelerate the replacement of foreign vendors in key industrial control areas and develop a domestic humanoid robot core system [3]. - The investment aligns with Dongtu Technology's strategy to position the Intewell operating system as a foundational technology for China's industrial transformation [5]. Revenue Commitments - Kunlun Beigong can request Dongtu Technology to acquire its entire stake in Guangya Hongdao within 36 months, with revenue commitments set at no less than 165 million yuan for 2025, 190 million yuan for 2026, and 210 million yuan for 2027 [4]. Market Positioning - Guangya Hongdao is recognized as a leading player in the industrial and embedded operating systems sector, with the investment expected to enhance its market share and operational depth [3][5].