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东杰智能易主 未来将进军具身智能赛道
Jing Ji Guan Cha Wang· 2025-08-28 07:17
Core Viewpoint - The change of actual controller from state-owned to individual ownership marks the end of the "state-owned control" era for Dongjie Intelligent, with new controller Han Yongguang expected to inject new vitality into the company and advance into the embodied intelligence sector [1][2][6] Group 1: Change of Control - Dongjie Intelligent announced that its actual controller will change from the Zibo Municipal Finance Bureau to individual Han Yongguang, signaling a shift in control dynamics [1][3] - The transfer of 99% of the fund shares of Zibo Zhanzheng Hongsong Equity Investment Fund Partnership to Hainan Heping Investment Co., Ltd. for 1.62 billion yuan was a key step in this transition [3][4] - The market has already reacted positively to this change, with Dongjie Intelligent's stock price rising from 12.43 yuan to 23.18 yuan, reflecting an increase in market capitalization from approximately 5.67 billion yuan to 10.57 billion yuan, a rise of about 86.5% [1][4] Group 2: Business Performance - Dongjie Intelligent has faced declining performance over the past three years, with revenues of 1.143 billion yuan, 872 million yuan, and 807 million yuan, and net profits of 39.71 million yuan, -243 million yuan, and -257 million yuan respectively [4][8] - However, the company reported a turnaround in performance just before the change of control, with a revenue of 539 million yuan in the first half of 2025, a year-on-year increase of 24.90%, and a net profit of 5.95 million yuan, a year-on-year increase of 113.96% [4][8] Group 3: Future Prospects - The new actual controller Han Yongguang is expected to leverage his connections in the robotics industry to enhance Dongjie Intelligent's capabilities, particularly in the field of collaborative robots [6][5] - The synergy between Dongjie Intelligent's focus on intelligent logistics and Han Yongguang's expertise in collaborative robotics is anticipated to create comprehensive solutions for the market [6][5] - The company aims to develop new profit growth points and expand its business footprint in high-end intelligent manufacturing through this transition [6][5]