新年开工第一周，江苏各地企业生产、项目建设按下"加速键"。在生产线上，机器轰鸣、火花四溅，工 人铆足干劲，确保订单按时交付；在建设工地，塔吊旋转、车辆穿梭，建设者争分夺秒，抢抓工期，呈 现一派繁忙景象；在港口码头，新造船舶、工业设备、大型装置等产品，正通过国际航线，源源不断地 走向世界。 铆足干劲 加紧生产 1月8日，徐工重型机械有限公司高端起重装备及大吨位起重机领航级智能工厂内一派火热的生产场景。 蒯创 摄 视觉江苏网供图 1月8日，海安市，齐克庞德电子（江苏）有限公司的员工正在赶制各类电子标签产品订单。2026开年， 公司业务延续2025年红火，预计2026年全年发货电子标签产品35亿张，新增设备投入4500万元。陆建宇 1月8日，工人正在位于江苏省洪泽经济技术开发区的长淮智行装备制造有限公司生产车间内，组装和调 试无人驾驶土质勘测机器人，满足市场需求。 陈凯 摄 视觉江苏网供图 摄 视觉江苏网供图 1月7日，太仓市华夏精密机械有限公司，工人正在生产流水线上加工两轮车车架。新年伊始，该公司开 足马力，加工生产两轮车车架及滑板车车架，全力冲刺新年"开门红"。计海新 摄 视觉江苏网供图 1月7日，工人在沭阳县 ...

融券方面，达华智能12月29日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量100.00股，融券余额640.00元，超过近一年90%分位水平，处于高位。 资料显示，福州达华智能科技股份有限公司位于福建省福州市鼓楼区软件大道89号福州软件园G区17号 楼，成立日期1993年8月10日，上市日期2010年12月3日，公司主营业务涉及非接触IC卡、电子标签等各 类RFID产品的研发、生产和销售;运营服务和系统平台方面的业务,互联网电视产业。主营业务收入构成 为：电视机主板类81.10%，项目开发及集成类15.45%，其他3.45%。 12月29日，达华智能（维权）跌2.44%，成交额14.26亿元。两融数据显示，当日达华智能获融资买入额 3149.34万元，融资偿还3383.25万元，融资净买入-233.91万元。截至12月29日，达华智能融资融券余额 合计1.33亿元。 截至9月30日，达华智能股东户数9.81万，较上期减少1.98%；人均流通股11155股，较上期增加2.02%。 2025年1月-9月，达华智能实现营业收入13.30亿元，同比减少8.66%；归母净利润- ...

截至9月30日，达华智能股东户数9.81万，较上期减少1.98%；人均流通股11155股，较上期增加2.02%。 2025年1月-9月，达华智能实现营业收入13.30亿元，同比减少8.66%；归母净利润-1.03亿元，同比减少 276.37%。 分红方面，达华智能A股上市后累计派现1.39亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流出1.24亿元，特大单买入5847.35万元，占比5.43%，卖出1.09亿元，占比 10.15%；大单买入1.52亿元，占比14.11%，卖出2.25亿元，占比20.87%。 达华智能今年以来股价涨35.44%，近5个交易日涨7.90%，近20日涨6.82%，近60日涨72.58%。 今年以来达华智能已经11次登上龙虎榜，最近一次登上龙虎榜为12月11日，当日龙虎榜净买入1014.93 万元；买入总计2.37亿元 ，占总成交额比13.51%；卖出总计2.27亿元 ，占总成交额比12.94%。 资料显示，福州达华智能科技股份有限公司位于福建省福州市鼓楼区软件大道89号福州软件园G区17号 楼，成立日期1993年8月10日，上市日期2010年12月3日，公司主营业务 ...

其中，恒得顺系嘉晟时代普通合伙人。由罗明华、刘凌爽分别持股60%、40%。上海炎曦创际系刘凌爽 控股子公司。 公告显示，罗明华、刘凌爽签署了《一致行动人协议》，协议约定双方就行使表决权时的所有事项决策 及安排保持一致行动。 罗明华出生于1979年12月，本科毕业于中山大学；2002年至2021年，她担任民森纺织制衣（集团）有限 公司财务。今年6月至今，其创立中山市明誉企业管理有限公司（下称"明誉企业"）。 企查查显示，明誉企业于今年7月成为中山恒达智能科技有限公司（下称"恒达智能"）全资股东。恒达 智能前身为中山达华智能科技，是专业设计和生产非接触式智能卡、电子标签的制造商。 短剧公司老板强势进驻A股市场，拿下一家上市公司。 小崧股份(002723)12月17日晚间披露，其控股股东华欣创力与上海嘉晟时代企业管理合伙企业（有限合 伙）（下称"嘉晟时代"）签署了《股份转让协议》。华欣创力拟向嘉晟时代协议转让其持有的小崧股份 3073.79万股股份（占公司总股本的9.25%）。上述股份转让项下标的股份的转让价格为9.32元/股，股权 转让价款总额为2.86亿元。 交易双方同意将在标的股份完成过户登记手续后，对上市公 ...

Core Viewpoint - Dahua Intelligent experienced a significant stock price increase of 10.07% on November 17, with a trading volume of 1.519 billion yuan, indicating market interest despite recent financial challenges [1]. Financing Summary - On November 17, Dahua Intelligent had a financing buy-in amount of 52.9851 million yuan, with a financing repayment of 57.5110 million yuan, resulting in a net financing outflow of 4.5259 million yuan [1]. - The total financing balance as of November 17 is 159 million yuan, which represents 2.45% of the circulating market value, indicating a low financing level compared to the past year [1]. - In terms of securities lending, there were no shares sold or repaid on November 17, with a remaining short position of 100 shares and a short balance of 590 yuan, which is at a high level compared to the past year [1]. Financial Performance - For the period from January to September 2025, Dahua Intelligent reported a revenue of 1.33 billion yuan, reflecting a year-on-year decrease of 8.66% [2]. - The company recorded a net profit attributable to shareholders of -103 million yuan, marking a significant year-on-year decline of 276.37% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Dahua Intelligent was 98,100, a decrease of 1.98% from the previous period [2]. - The average number of circulating shares per shareholder increased by 2.02% to 11,155 shares [2]. - Since its A-share listing, Dahua Intelligent has distributed a total of 139 million yuan in dividends, with no dividends paid in the last three years [3].

Core Insights - Dahua Intelligent, established in 1993 and listed in 2010, is a leading provider of RFID products and services in China, focusing on non-contact IC cards and electronic tags [1] - The company operates in various sectors including NFC concepts, financing, and nuclear power, with its main business covering the R&D, production, and sales of RFID products [1] Financial Performance - As of Q3 2025, Dahua Intelligent reported revenue of 1.33 billion yuan, ranking 17th in the industry, below the industry average of 3.50 billion yuan and median of 677 million yuan [1] - The net profit for the same period was -106 million yuan, placing it 54th in the industry, significantly lower than the industry average profit of 102 million yuan and median of 14.95 million yuan [1] Financial Ratios - The asset-liability ratio for Dahua Intelligent was 82.55% in Q3 2025, an increase from 82.16% year-on-year, and significantly higher than the industry average of 34.38% [2] - The gross profit margin was reported at 10.97%, which, while an improvement from 10.21% year-on-year, remains below the industry average of 34.46% [2] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.98% to 98,100, while the average number of circulating A-shares held per shareholder increased by 2.02% to 11,200 [4] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 3.26 million shares, a decrease of 6.80 million shares compared to the previous period [4] Executive Compensation - The chairman, Zeng Zhongcheng, received a salary of 1.1421 million yuan in 2024, a decrease of 61,200 yuan from 2023 [3] - The general manager, Zhang Gaoli, earned 789,000 yuan in 2024, an increase of 5,200 yuan from the previous year [3]

Core Insights - Dahua Intelligent experienced a stock price increase of 10.05% on October 23, with a trading volume of 201 million yuan [1] - The company reported a financing buy-in of 6.89 million yuan and a financing repayment of 7.55 million yuan on the same day, resulting in a net financing outflow of 657,100 yuan [1] - As of October 23, the total margin balance for Dahua Intelligent was 102 million yuan, which represents 2.31% of its circulating market value, indicating a low financing balance compared to the past year [1] Financing and Margin Data - On October 23, Dahua Intelligent had a financing buy-in of 6.89 million yuan, with a current financing balance of 102 million yuan [1] - The financing balance is below the 10% percentile level of the past year, indicating a low position [1] - In terms of securities lending, there were no shares sold or repaid on October 23, with a remaining margin of 100 shares valued at 405 yuan, also indicating a low level compared to the past year [1] Company Overview - Dahua Intelligent, established on August 10, 1993, and listed on December 3, 2010, is located in Fuzhou, Fujian Province [1] - The company's main business includes the research, production, and sales of non-contact IC cards, electronic tags, and various RFID products, as well as services related to internet television [1] - The revenue composition of Dahua Intelligent is as follows: 81.10% from TV motherboard products, 15.45% from project development and integration, and 3.45% from other sources [1] Financial Performance - As of June 30, the number of shareholders for Dahua Intelligent was 100,100, a decrease of 5.71% from the previous period [2] - The average number of circulating shares per person increased by 12.35% to 10,934 shares [2] - For the first half of 2025, Dahua Intelligent reported a revenue of 761 million yuan, a year-on-year decrease of 14.33%, and a net profit attributable to shareholders of -52.59 million yuan, a significant decline of 194.54% [2] Dividend and Shareholding - Since its A-share listing, Dahua Intelligent has distributed a total of 139 million yuan in dividends, with no dividends paid in the last three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 10.06 million shares, an increase of 1.40 million shares from the previous period [3]

Group 1 - Dahua Intelligent's stock price increased by 1.06% on September 24, with a trading volume of 68.95 million yuan [1] - The company had a net financing buy of -1.05 million yuan on the same day, with a total financing and securities balance of 109 million yuan [1] - The financing balance represents 2.61% of the circulating market value, which is below the 10% percentile level over the past year, indicating a low level [1] Group 2 - As of June 30, the number of shareholders for Dahua Intelligent was 100,100, a decrease of 5.71% from the previous period [2] - The average circulating shares per person increased by 12.35% to 10,934 shares [2] - For the first half of 2025, the company reported a revenue of 761 million yuan, a year-on-year decrease of 14.33%, and a net profit attributable to shareholders of -52.59 million yuan, a decrease of 194.54% [2] Group 3 - Dahua Intelligent has distributed a total of 139 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 10.06 million shares, an increase of 1.40 million shares from the previous period [3]

Group 1 - Dahua Intelligent experienced a decline of 2.17% on August 27, with a transaction volume of 298 million yuan [1] - On the same day, the financing buy-in amount was 11.62 million yuan, while the financing repayment was 10.56 million yuan, resulting in a net financing buy of 1.06 million yuan [1] - As of August 27, the total financing and securities lending balance for Dahua Intelligent was 124 million yuan, which is 2.80% of its circulating market value, indicating a low financing balance compared to the past year [1] Group 2 - As of March 31, the number of shareholders for Dahua Intelligent was 106,200, a decrease of 1.49% from the previous period [2] - For the first quarter of 2025, Dahua Intelligent reported an operating income of 312 million yuan, a year-on-year decrease of 22.19%, and a net profit attributable to shareholders of -38.66 million yuan, a decline of 811.48% [2] Group 3 - Since its A-share listing, Dahua Intelligent has distributed a total of 139 million yuan in dividends, with no dividends paid in the last three years [3] - As of March 31, 2025, Hong Kong Central Clearing Limited was the seventh largest circulating shareholder, holding 8.66 million shares, an increase of 1.07 million shares from the previous period [3]

Core Viewpoint - Dahua Intelligent is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, following previous regulatory penalties related to financial misconduct and inflated profits [1][2][3]. Group 1: Regulatory Issues - The company was previously penalized for failing to disclose significant contracts and related financial support, resulting in inflated profits exceeding 10 million yuan in its 2022 and 2023 annual reports [1][2]. - Dahua Intelligent's stock price fell by 9.92% to 4.45 yuan per share following the announcement of the investigation [1]. - The investigation is linked to prior penalties imposed in December 2024, where the company was found to have engaged in undisclosed related party transactions and inflated profits [2][3]. Group 2: Financial Performance - Dahua Intelligent has reported a continuous decline in net profits, with a total loss of approximately 3.49 billion yuan from 2018 to 2024 [5]. - The company expects a net loss of 55 million to 75 million yuan for the first half of this year, primarily due to ongoing losses from its subsidiary, Fujian Fumi Technology Co., Ltd. [3][5]. - The company has adjusted 12 financial reports, resulting in significant reductions in reported cash and net profits for the years 2021 to 2023 [3]. Group 3: Business Strategy and Acquisitions - Dahua Intelligent has engaged in aggressive acquisitions since 2013, expanding into various sectors, including third-party payment and financial leasing [5][6]. - Despite initial growth from these acquisitions, the company has faced substantial losses, particularly from its investment in Runxing Leasing, which led to significant asset impairments [7]. - The company has attempted to divest from underperforming assets, including the sale of its stakes in Runxing Leasing and other financial entities [7][8].