东杰智能（300486）停牌半月拟购遨博智能控股权，今突宣布终止，复牌在即。 12月30日，东杰智能(300486.SZ)公告称，公司决定终止筹划发行股份及支付现金购买遨博(北京)智能科技股份有限公司控股权并配套募集资金的重大资产 重组事项。公司股票将于2025年12月31日开市起复牌，并承诺自公告披露之日起1个月内不再筹划重大资产重组。 公司半个月前披露筹划重大资产重组。12月16日晚间，东杰智能公告称，公司正在筹划发行股份及支付现金购买山东齐康智合创业投资管理有限公司等交 易对方合计持有的遨博(北京)智能科技股份有限公司股权并配套募集资金。公司股票自12月17日起停牌。 "本次交易尚处于筹划阶段，相关议案尚未提交公司董事会及股东会审议，重组事项尚未正式实施，交易双方对终止本次重大资产重组无需承担任何违约 责任。"东杰智能表示，"本次终止筹划重大资产重组事项不会对公司业务开展、生产经营活动和财务状况造成不利影响。" 值得注意的是，2个月前，东杰智能刚完成实控人变更，公司实际控制人由淄博市财政局变更为自然人韩永光。 公开资料显示，公司新实控人韩永光为遨博(北京)智能科技股份有限公司董事，易嘉油智能机器人有限责 ...

证券日报网讯 12月17日，新北洋（002376）在互动平台回答投资者提问时表示，新北洋坚持"一体两 翼、八大业务"战略，着力构建"三个战略成长曲线"，努力实现公司业绩可持续、可预期的有质量增 长。第一战略成长曲线，即打印扫描产品、智能自助终端、智慧金融设备、智能物流装备业务，夯实聚 焦，稳扎稳打，支撑公司未来2至3年收入和利润的持续稳定增长。第二战略成长曲线，即新零售综合运 营、物流自动化分拣运营、设备综合运维服务业务，拓展聚焦，全力以赴，打造公司未来3至5年新的快 速增长点。第三战略成长曲线，即关键基础零部件业务，尝试聚焦，长期坚持，培育公司未来5至7年后 的长远竞争优势与新兴增长极。同时，公司积极拓展海外市场，海外市场收入规模的快速增长，有效支 撑公司整体业绩实现有质量的持续增长。 ...

东杰智能股价今年以来表现抢眼，一度创下28.90元的新高。12月16日，东杰智能股价大涨近10%，收报21.59元/股，今年以来涨超两倍，最新市值为103 亿元。 东杰智能称，公司与交易对方已签署意向性协议，初步达成购买资产意向，最终价格以具有从事证券期货相关业务资质的资产评估机构出具的资产评估报 告确认的评估值为基础，经各方协商确定。 12月16日晚间，东杰智能（300486）公告称，公司正在筹划发行股份及支付现金购买山东齐康智合创业投资管理有限公司等交易对方合计持有的遨博（北 京）智能科技股份有限公司（以下简称"遨博智能"）控股权，并配套募集资金。本次交易预计构成重大资产重组、构成关联交易，不构成重组上市。公司 股票自2025年12月17日起开始停牌，预计在不超过10个交易日的时间内披露本次交易方案。若公司未能在上述期限内召开董事会审议并披露交易方案，公 司股票最晚将于2025年12月31日开市起复牌并终止筹划相关事项。 据公告，遨博智能成立于2015年1月，经营范围涉及一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；智能机器人的研发； 服务消费机器人制造；服务消费机器人销售；特殊作 ...

每经AI快讯，东杰智能（SZ 300486，收盘价：21.59元）12月16日晚间发布公告称，东杰智能科技集团 股份有限公司正在筹划发行股份及支付现金购买山东齐康智合创业投资管理有限公司等交易对方合计持 有的遨博（北京）智能科技股份有限公司控股权并配套募集资金。本次交易预计构成重大资产重组、构 成关联交易，不构成重组上市。因有关事项尚存不确定性，为了维护投资者利益，避免对公司证券交易 造成重大影响，经公司申请，公司证券（证券品种：A 股股票，证券简称：东杰智能，证券代码： 300486.SZ）自2025年12月17日开市时起开始停牌。 2024年1至12月份，东杰智能的营业收入构成为：智能物流装备占比99.86%，其他业务占比0.14%。 截至发稿，东杰智能市值为103亿元。 （记者 曾健辉） 每经头条（nbdtoutiao）——"太空快递"来了？全国首个民营飞船成功"上天"！背后公司创始人：正积 极开发"中型货运飞船"低成本产品 ...

Group 1 - The mechanical sector has shown strong performance in 2025, with the Shenwan Mechanical Equipment Index rising by 36.11%, outperforming the Shanghai Composite Index by 19.74 percentage points and the Shenzhen Component Index by 8.78 percentage points [4][16][19] - In the first three quarters of 2025, the mechanical industry reported revenues of 15,135.34 billion yuan, a year-on-year increase of 7.35%, and a net profit attributable to shareholders of 1,080.76 billion yuan, up 16.80% year-on-year [4][22][27] - The public fund allocation ratio for the mechanical equipment sector increased by 0.25 percentage points in Q3 2025 compared to Q3 2024, indicating improved fundamentals and positive policy impacts [29] Group 2 - The equipment manufacturing industry has maintained export resilience, with significant growth in new overseas markets. From January to October 2025, the export delivery value of general equipment, specialized equipment, and transportation equipment reached 6,173.20 billion yuan, 5,319.30 billion yuan, and 4,124 billion yuan respectively, with year-on-year growth rates of 5.5%, 9.3%, and 24.20% [5][33][36] - The overseas sales of engineering machinery continued to grow, with a year-on-year increase of 11.84% in export value from January to October 2025, driven by technological innovation and diversified market strategies [37][41] - The motorcycle industry has established a strong competitive advantage in overseas markets, with exports reaching 1,101.85 million units and 7.278 billion USD in value from January to October 2025, reflecting a year-on-year increase of 22.28% and 28.2% respectively [42][43] Group 3 - The emergence of new manufacturing scenarios signifies a profound transformation from "single technology upgrades" to "systematic ecological restructuring," enhancing production efficiency, product quality, and innovation capabilities [5][46] - Human-shaped robots are expected to address customization challenges in traditional manufacturing, with a market space projected to expand significantly as they transition from industrial applications to household use [47][54] - The intelligent logistics equipment market in China is expected to grow rapidly, with a projected market size of 1,261 billion yuan in 2025, driven by advancements in IoT and AI technologies [64][72]

| | 公司 9 月末合同负债 2.32 亿，均为已签订合同的预收款项 | | --- | --- | | | 执行，未来的订单情况请关注公司披露的公告，谢谢！ | | | 5、截止目前，与新能源汽车客户的合作订单增长情况如何？ | | | 您好！目前我们的智能物流装备和固态电池装备主要客户是 | | | 锂电池生产厂商。谢谢！ | | | 6、与海外知名车企完成带料测试与送样生产，什么时候完 | | | 成合作签约?签约额预估有多少？ | | | 您好！目前海外知名车企处于带料测试和送样状态中。谢谢！ | | | 7、目前，全固态电池生产线进入国内电池厂商有哪几家? | | | 正在带料测试的有哪几家? | | | 您好！已经签署海希通讯 合同，还有一些正在商 200MWH | | | 务沟通中。在公司测试的有数家知名电池企业。谢谢！ | | 附件清单（如有） 无 | | | 日期 | 2025-12-02 | 深圳市全景网络有限公司 苏州华亚智能科技股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 □ | 媒体采访 √ 业绩 ...

Core Insights - The "Intelligent+" development trend is deeply integrating smart equipment into various industries such as clothing and machinery, facilitating digital transformation in workshops [2][3]. Industry Overview - The 11th Yiwu International Intelligent Equipment Expo showcased 507 leading companies from the global smart equipment industry, presenting over a thousand smart equipment items across various sectors including robotics, smart manufacturing solutions, and advanced material processing [2]. - The expo reflects a shift in the equipment manufacturing industry, where companies are not just selling equipment but are also integrating digital technologies to enhance operational efficiency and safety [2][3]. Technological Advancements - New technologies and products in high-end equipment manufacturing are emerging, with a focus on smart robots, industrial mother machines, and intelligent logistics equipment [3]. - Companies are upgrading their systems to connect directly with Manufacturing Execution Systems (MES), allowing for automated processes and improved production efficiency [3][4]. Smart Manufacturing Solutions - In the clothing industry, a "Digital AI Factory" solution has been developed, enabling automation from design to production, significantly enhancing efficiency [5][6]. - AI software connects machines throughout the production process, allowing for streamlined operations where one supervisor can manage multiple production lines [6]. Robotics and Automation - The industry is increasingly adopting embodied intelligence to address labor-intensive and hazardous tasks, improving both efficiency and worker safety [7]. - Companies like Noli Intelligent Equipment are advancing towards unmanned operations with automated systems that enhance logistics efficiency and safety within factories [9]. Customization and Flexibility - Some companies are offering customizable automation solutions that allow for easy adjustments in packaging and logistics processes, significantly reducing manual labor [10][12]. - The "recipe-based" approach in automation allows for quick changes in production setups, making it easier for factories to adapt to varying product specifications [10].

Core Insights - The 2025 Zhejiang Yiwu International Intelligent Equipment Expo (referred to as "Expo") commenced on November 20, attracting over 500 exhibitors and more than 1,000 international buyers [1][2] - The Expo serves as a significant platform for promoting the intelligent, green, and high-end transformation of the equipment manufacturing industry in Zhejiang, having successfully held ten editions since 2013 [1] - The theme of this year's Expo is "Global Intelligent Equipment Gathers in Zhejiang, Zhejiang Intelligent Technology Lights Up the World," with an exhibition area of 40,000 square meters and 2,000 planned booths [1] Industry and Company Highlights - Major companies participating include Mitsubishi Heavy Industries, FQX Group, Hangcha Group, and various innovative enterprises represented by "Hangzhou Six Little Dragons" such as Yushu Technology, Qiangnao Technology, and Qunhe Technology [1] - The Expo features one main exhibition area and six specialized exhibition areas, showcasing typical technologies, products, and cases related to global intelligent equipment innovation and Zhejiang's high-end equipment achievements [1] - Specialized exhibition areas focus on Zhejiang's advantageous industries and future industry development frontiers, displaying products such as intelligent robots, industrial mother machines, new agricultural machinery, intelligent logistics equipment, modern textile equipment, and high-end plastic processing equipment [1] Event Activities - The Expo will run until November 22 and includes 14 supporting activities aimed at facilitating production and sales connections, industry exchanges, financial empowerment, and overseas market expansion [2] - Key activities include special matchmaking events for international buyers, procurement matching for the "100 Billion Technology Transformation" project, and discussions on promoting high-quality development through technological innovation [2]

Company Overview - Dongjie Intelligent (SZ 300486) announced its ninth board meeting on November 19, 2025, where it reviewed the proposal to cancel the supervisory board [1] - As of the report, Dongjie Intelligent has a market capitalization of 10.3 billion yuan [1] Revenue Composition - For the year 2024, the revenue composition of Dongjie Intelligent is as follows: 99.86% from intelligent logistics equipment and 0.14% from other businesses [1]

Core Viewpoint - Hengkun New Materials (688727) has become a star in the A-share market after its listing on November 18, with a closing price of 61.55 yuan per share, representing a significant increase from its issuance price of 14.99 yuan per share, resulting in a market capitalization of 27.656 billion yuan [2]. Group 1: Company Overview - The company specializes in photoresists, which are crucial materials in the chip manufacturing process, and currently has a low domestic market penetration compared to other semiconductor materials [3]. - Despite competition from other companies in the photoresist sector, Hengkun New Materials achieved a threefold increase in its stock price post-listing [5]. Group 2: Shareholder Structure - Hengkun New Materials is recognized as the largest supplier of high-end photoresists for 12-inch wafer manufacturing in China and is referred to as the "first stock of photoresist materials on the Sci-Tech Innovation Board" [8]. - A notable shareholder is Zibo Jin控, a local state-owned asset management company, which acquired shares through a judicial transfer related to a former shareholder, Lü Junqin, who was convicted of illegal activities [10][18]. Group 3: Judicial Transfer Details - The shares acquired by Zibo Jin控 were part of a judicial execution process, indicating that no actual capital was transferred for these shares [15][28]. - The judicial transfer was executed to manage and recover assets linked to Lü Junqin, whose criminal activities raised concerns about the source of funds used for his investment in Hengkun [22][25]. Group 4: Zibo's Market Activities - Zibo has been active in the secondary market, holding shares in several listed companies, including Jianghua Microelectronics and Dongjie Intelligent, with a total market value exceeding 3 billion yuan [33][36]. - The strategic acquisition of Hengkun's shares by Zibo Jin控 is seen as a move to stabilize the company's operations and prevent market volatility from affecting its asset value [26][30].