9月16日，东杰智能跌5.45%，截至发稿，报21.85元/股，成交3.04亿元，换手率3.01%，总市值99.60亿 元。 资料显示，东杰智能科技集团股份有限公司位于山西省太原市中北高新技术产业开发区丰源路59号，成 立日期1995年12月14日，上市日期2015年6月30日，公司主营业务涉及智能物流输送系统、智能物流仓 储系统、智能停车库的研发设计、生产和销售;汽车智能涂装生产线领域。主营业务收入构成为：智能 物流仓储系统79.11%，智能生产系统18.51%，备件及其他1.67%，智能立体停车系统0.70%。 截至发稿，华龙累计任职时间3年27天，现任基金资产总规模429.26亿元，任职期间最佳基金回报 106.2%， 任职期间最差基金回报-15.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从东杰智能十大流通股东角度 数据显示，华夏基金旗下1只基金位居东杰智能十大流通股东。华夏中证机器人ETF（562500）二季度 增持37.89万 ...

Company Overview - Dongjie Intelligent Technology Group Co., Ltd. is located in Taiyuan, Shanxi Province, established on December 14, 1995, and listed on June 30, 2015 [2] - The company's main business includes the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, intelligent parking garages, and automotive intelligent coating production lines [2] - Revenue composition: Intelligent logistics storage systems account for 79.11%, intelligent production systems 18.51%, spare parts and others 1.67%, and intelligent three-dimensional parking systems 0.70% [2] - The company belongs to the machinery equipment industry, specifically in automation equipment, and is associated with concepts such as smart logistics, robotics, specialized and innovative enterprises, new industrialization, and Industry 4.0 [2] Financial Performance - As of August 20, 2025, the number of shareholders is 46,100, an increase of 94.14% compared to the previous period, with an average of 9,519 circulating shares per person, a decrease of 42.97% [2] - For the first half of 2025, the company achieved operating revenue of 539 million yuan, a year-on-year increase of 24.90%, and a net profit attributable to the parent company of 5.95 million yuan, a year-on-year increase of 113.96% [2] Stock Performance - On September 2, the stock price of Dongjie Intelligent fell by 2.24%, trading at 23.60 yuan per share, with a total transaction volume of 531 million yuan and a turnover rate of 4.86%, resulting in a total market value of 10.758 billion yuan [1] - Year-to-date, the stock price has increased by 245.03%, with a 2.48% increase over the last five trading days, 133.20% over the last 20 days, and 212.58% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on September 1, where it recorded a net purchase of 200 million yuan [1] Shareholder Information - As of June 30, 2025, the top ten circulating shareholders include Huaxia CSI Robotics ETF, holding 6.3982 million shares (an increase of 378,900 shares), and Tianhong CSI Robotics ETF, holding 2.5875 million shares (an increase of 179,500 shares) [3] - The company has distributed a total of 58.9238 million yuan in dividends since its A-share listing, with 4.8771 million yuan distributed in the last three years [3]

Group 1 - The three major indices in the stock market rose on September 1, with the Shenzhen Component Index increasing by 1.05%, the Shanghai Composite Index rising by 0.46%, and the ChiNext Index up by 2.29% [1] - The Shanxi stock sector showed an overall increase of 0.94%, influenced by the broader market trends [1] Group 2 - Three Shanxi-listed companies saw stock price increases of over 5%, with Dongjie Intelligent (300486) leading at a rise of 19.98%, followed by Yangmei Chemical (600691) at 7.95%, and Zhendong Pharmaceutical (300158) at 6.11% [2] Group 3 - Dongjie Intelligent Technology Group Co., Ltd. (300486) was established in 1995 and listed on the Shenzhen Stock Exchange's ChiNext in 2015. The company focuses on enhancing value creation efficiency in global manufacturing through smart logistics equipment, integrating advanced technologies such as 5G, big data, and artificial intelligence [3] - The main products of Dongjie Intelligent include smart logistics conveying systems, smart logistics warehousing systems, smart coating systems, and smart multi-story parking systems, along with comprehensive services in planning consultation, software system development, intelligent equipment design and manufacturing, and system integration [3] - Yangmei Chemical (600691) was founded on June 12, 2014, and is a subsidiary of the Lu'an Chemical Group. The company operates in traditional chemicals, new coal chemicals, fine chemicals, chemical equipment manufacturing, and trade, with main products including urea, methanol, and dibutyl alcohol [3][4] - As of 2023, Yangmei Chemical has a registered capital of 3.35 billion yuan and total assets exceeding 90 billion yuan, expanding into diversified businesses such as new energy equipment R&D, logistics services, and import-export trade through technological innovation and industrial investment [4] Group 4 - Zhendong Pharmaceutical (300158) is located in Changzhi City, Shanxi Province, and was established on November 15, 1995, with its stock listed on January 7, 2011. The company specializes in pharmaceutical manufacturing and sales, including anti-tumor drugs, cardiovascular drugs, and anti-infection drugs, as well as traditional Chinese medicine manufacturing and health consumer products [5]

Group 1 - The company announced a sudden suspension of trading for its stocks and bonds, effective from August 20, due to a potential change in its actual controller [1][3] - The controlling shareholder, Zibo Jiangtu, is in the process of planning a change in control, which may lead to a change in the actual controller of the company [3][4] - Zibo Jiangtu currently holds 119,659,940 shares, accounting for 29.35% of the total share capital, with the actual controller being the Zibo Municipal Finance Bureau [3] Group 2 - The company has experienced significant stock price fluctuations, with a 20% increase over three consecutive trading days following the announcement of the potential change in control [3][4] - The company has a history of control changes, with the previous actual controllers transferring control to Zibo Jiangtu for approximately 1.5 billion RMB in 2021 [4] - Recent personnel changes include the resignation of key board members and the appointment of new directors, which may signal a strategic shift towards the robotics sector [5] Group 3 - For the fiscal year 2024, the company reported a revenue of 807 million RMB, a decrease of 7.41% year-on-year, and a net loss of 257 million RMB [6] - The company’s net profit margin has shown a significant decline, with a net profit growth rate of -6.03% for 2024 [6] - In Q1 2025, the company achieved a revenue of 260 million RMB, reflecting a year-on-year growth of 22.65%, and a net profit of 4.14 million RMB, indicating a turnaround from previous losses [7] Group 4 - The company has secured a significant order from its Malaysian subsidiary, valued at approximately 62.5 million RMB, which represents 7.74% of its 2024 revenue [7] - The company is optimistic about its future performance, citing sufficient orders and successful international market expansion efforts [8]

Core Viewpoint - Dongjie Intelligent experienced a significant stock price increase of 10.53% on August 18, reaching 21.31 CNY per share, with a trading volume of 9.07 billion CNY and a turnover rate of 10.56%, resulting in a total market capitalization of 95.92 billion CNY [1] Company Overview - Dongjie Intelligent Technology Group Co., Ltd. is located in Taiyuan, Shanxi Province, and is recognized as a leading domestic intelligent manufacturing service provider [1] - The company offers a range of products including intelligent logistics conveying systems, intelligent logistics warehousing systems, intelligent coating systems, and intelligent multi-story parking systems, along with comprehensive services such as planning consultation, software system development, intelligent equipment design and manufacturing, and system integration [1] - Dongjie Intelligent holds over 180 patents and more than 60 software copyrights, with its business operations extending to countries such as the United States, Germany, the United Kingdom, Canada, Australia, Japan, and Malaysia [1] - The company's intelligent manufacturing solutions cover various industries including automotive, new energy, steel, petrochemical, cold chain, liquor, pharmaceuticals, engineering machinery, e-commerce, fast-moving consumer goods, home furnishings, 3C electronics, and metallurgy [1] Financial Performance - As of May 30, Dongjie Intelligent had 26,700 shareholders, with an average of 14,800 circulating shares per person [2] - For the first quarter of 2025, the company achieved a revenue of 260 million CNY, representing a year-on-year growth of 22.65%, and a net profit attributable to shareholders of 4.1355 million CNY, marking a substantial year-on-year increase of 164.42% [2]

Core Viewpoint - Dongjie Intelligent experienced a stock price increase of 6.74% on August 15, reaching 19.15 CNY per share, with a trading volume of 319 million CNY and a turnover rate of 3.97%, resulting in a total market capitalization of 8.62 billion CNY [1] Company Overview - Dongjie Intelligent Technology Group Co., Ltd. is located in Taiyuan, Shanxi Province, and is recognized as a domestic advanced intelligent manufacturing service provider [1] - The company’s main products include intelligent logistics conveying systems, intelligent logistics warehousing systems, intelligent coating systems, and intelligent multi-story parking systems [1] - Dongjie Intelligent offers comprehensive services such as planning consulting, software system development, intelligent equipment design and manufacturing, and system integration [1] - The company holds over 180 patents and more than 60 software copyrights, with its business extending to countries including the USA, Germany, UK, Canada, Australia, Japan, and Malaysia [1] - The intelligent manufacturing solutions provided by the company cover various industries such as automotive, new energy, steel, petrochemical, cold chain, liquor, pharmaceuticals, engineering machinery, e-commerce, fast-moving consumer goods, home furnishings, 3C electronics, and metallurgy [1] Financial Performance - For the period from January to March 2025, Dongjie Intelligent achieved an operating revenue of 260 million CNY, representing a year-on-year growth of 22.65% [1] - The net profit attributable to shareholders for the same period was 4.1355 million CNY, showing a significant year-on-year increase of 164.42% [1] - As of May 30, the number of shareholders for Dongjie Intelligent was 26,700, with an average of 14,800 circulating shares per person [1]

Core Viewpoint - Dongjie Intelligent has shown significant stock performance with a 5.78% increase, reaching a price of 17.19 CNY per share, and a market capitalization of 7.737 billion CNY [1] Company Overview - Dongjie Intelligent Technology Group Co., Ltd. is located in Taiyuan, Shanxi Province, and is recognized as a leading domestic intelligent manufacturing service provider [1] - The company offers a range of products including intelligent logistics conveying systems, intelligent logistics warehousing systems, intelligent coating systems, and intelligent multi-story parking systems [1] - Dongjie Intelligent provides comprehensive services such as planning consultation, software system development, intelligent equipment design and manufacturing, and system integration [1] - The company holds over 180 patents and more than 60 software copyrights, with its business operations extending to countries like the USA, Germany, UK, Canada, Australia, Japan, and Malaysia [1] - Its intelligent manufacturing solutions cover various industries including automotive, new energy, steel, petrochemical, cold chain, liquor, pharmaceuticals, engineering machinery, e-commerce, fast-moving consumer goods, home furnishings, 3C electronics, and metallurgy [1] Financial Performance - As of May 30, Dongjie Intelligent had 26,700 shareholders with an average of 14,800 circulating shares per person [2] - For the first quarter of 2025, the company achieved a revenue of 260 million CNY, representing a year-on-year growth of 22.65% [2] - The net profit attributable to shareholders was 4.1355 million CNY, showing a substantial year-on-year increase of 164.42% [2]

Core Viewpoint - Dongjie Intelligent (300486.SZ) has recently disclosed multiple announcements, including a potential change in actual controller and significant overseas orders, which have attracted considerable market attention and led to a surge in stock performance, particularly a 72.8% increase in the first three trading days of August [2][10]. Group 1: Change in Actual Controller - The company announced that the actual controller may change due to the transfer of 99% of the fund shares held by a limited partner, which could lead to a shift in control [3][5]. - As of the announcement date, the current controlling shareholder, Zibo Jiangtu, holds 29.35% of the total shares, and the actual controller is the Zibo Municipal Finance Bureau [3][4]. - The change in control is still in the planning stage, and there is uncertainty regarding the approval process and timeline [5]. Group 2: Management Structure Adjustments - Following the completion of the share acquisition, Dongjie Intelligent has undergone management restructuring, including two rounds of board elections, resulting in a new board predominantly composed of members from Zibo state-owned assets [4]. - The recent resignation of Vice Chairman Liu Gang marks a significant shift in the company's leadership, further indicating a complete transition of control [4]. Group 3: Expansion into Robotics Sector - Dongjie Intelligent has nominated Han Yongguang, CEO of Aobo Intelligent, as a candidate for the board, signaling a potential strategic move into the robotics sector [6][7]. - Aobo Intelligent is a leading player in the collaborative robot field, and its connection with Dongjie Intelligent may enhance market expectations for the company's future growth [7]. Group 4: Overseas Market Expansion - The company has secured a significant overseas order worth approximately 62.5 million RMB, which represents 7.74% of its audited revenue for 2024 [10]. - Dongjie Intelligent's overseas market expansion strategy is beginning to show value, with total overseas orders reaching nearly 1.5 billion RMB [11]. - The company reported a revenue increase of 22.65% in Q1 2025, attributed to its international market strategy [11].

Core Viewpoint - Dongjie Intelligent (300486.SZ) has experienced a significant stock price surge, attributed to potential changes in its controlling shareholder and new business orders, despite recent financial losses [1][2][3]. Stock Performance - Dongjie Intelligent's stock price reached a closing price of 16.99 yuan per share on August 4, with a total increase of 67.89% over the last four trading days [1][3]. - The stock saw a notable rise of 9.19% on July 30, followed by a 6.79% increase on July 31, and two consecutive "20cm" limit-up days on August 1 and August 4 [3]. Shareholder Changes - The company announced a potential change in its actual controller due to the transfer of 99% of the fund shares held by its controlling shareholder, Zibo Xiangtu [3]. - The announcement of new board member nominations, both with backgrounds in robotics, has generated positive market speculation [3][4]. Financial Performance - Dongjie Intelligent has faced consecutive losses in 2023 and 2024, with projected net losses of 243 million yuan and 257 million yuan, respectively [1][6]. - The company reported a slight recovery in Q1 2025, achieving a revenue of 260 million yuan, a year-on-year increase of 22.65%, and a net profit of 4 million yuan, indicating a turnaround [6]. New Business Orders - On August 1, Dongjie Intelligent announced securing an order from Malaysia valued at approximately 62.5 million yuan, which represents 7.74% of the company's audited revenue for 2024 [6]. - This order is expected to enhance the company's business expansion and strengthen its competitive position in the international market [6].

Core Viewpoint - Dongjie Intelligent Technology Group Co., Ltd. is undergoing a potential change in its controlling shareholder structure, which may lead to a change in its actual controller [1][2]. Group 1: Shareholder Structure - As of July 30, 2025, the controlling shareholder, Zibo Jiangtu Hengsong Holdings Co., Ltd., received a notice regarding the transfer of 99% of the fund shares held by its limited partner, Zibo Zhanheng Hongsong Equity Investment Fund Partnership [1]. - Zibo Jiangtu currently holds 119,659,940 shares, accounting for 29.35% of Dongjie Intelligent's total share capital [2]. Group 2: Recent Developments - On July 18, 2025, Dongjie Intelligent announced personnel changes, with two directors resigning for personal reasons [2]. - The stock price of Dongjie Intelligent closed at 11.05 yuan on July 30, 2025, valuing the shares held by Zibo Jiangtu at approximately 1.322 billion yuan [3]. Group 3: Financial Performance - From 2021 to 2024, Dongjie Intelligent reported revenues of 1.3 billion yuan, 1.143 billion yuan, 872 million yuan, and 807 million yuan, with net profits of 71 million yuan, 45 million yuan, -248 million yuan, and -257 million yuan respectively [4]. - The first quarter of 2025 showed significant growth, with revenue of 260 million yuan, a year-on-year increase of 22.65%, and a net profit of 4.1355 million yuan, up 164.42% [5]. Group 4: Market Position - Dongjie Intelligent, established in 1995 and listed on the Shenzhen Stock Exchange in June 2015, is a leading manufacturer and integrator of intelligent logistics equipment in China, focusing on smart logistics systems, smart parking, and automotive intelligent coating production lines [5].