XYZH/2025BJAA4F0171 北自所（北京）科技发展股份有限公司 核查报告 信永中和会计师事务所（特殊普通合伙） 关于北自所（北京）科技发展股份有限公司发行股份 及支付现金购买资产并募集配套资金 申请的审核问询函中相关财务问题的专项核查意见 XYZH/2025BJAA4F0184 北自所（北京）科技发展股份有限公司 上海证券交易所： 按照贵所下发的《关于北自所（北京）科技发展股份有限公司发行股份及支付现金 购买资产并募集配套资金申请的审核问询函》（上证上审并购重组）〔2025〕95 号）（以 下简称"审核问询函"）的要求，信永中和会计师事务所（特殊普通合伙）（以下简称 "信永中和"）作为北自所（北京）科技发展股份有限公司（以下简称"公司"、"上 市公司"或"北自科技"）的审计机构，就问询函有关财务问题进行了认真核查与落实， 并按照问询函的要求对所涉及的问题进行了回复，现提交贵所，请予审核。 本审核问询函回复（以下简称"本回复"）中的报告期指 2023 年、2024 年和 2025 年 1-6 月；除此之外，如无特别说明，本回复所述的词语或简称与重组报告书中释义所 定义的词语或简称具有相同的含义。在本 ...

国泰海通证券股份有限公司 关于 北自所（北京）科技发展股份有限公司 发行股份及支付现金购买资产并募集配套资金 申请的审核问询函回复 之核查意见 独立财务顾问 二〇二六年二月 上海证券交易所： 按照贵所下发的《关于北自所（北京）科技发展股份有限公司发行股份及支 付现金购买资产并募集配套资金申请的审核问询函》（上证上审并购重组）〔2025〕 95 号）（以下简称"审核问询函"）的要求，国泰海通证券股份有限公司（以下 简称"国泰海通"、"独立财务顾问"）作为北自所（北京）科技发展股份有限公 司（以下简称"公司"、"上市公司"或"北自科技"）的独立财务顾问，就问询 函所列问题逐项进行了认真核查与落实，并按照问询函的要求对所涉及的问题进 行了回复，现提交贵所，请予审核。 本审核问询函回复（以下简称"本回复"）中的报告期指 2023 年、2024 年 和 2025 年 1-6 月；除此之外，如无特别说明，本回复所述的词语或简称与重组 报告书中释义所定义的词语或简称具有相同的含义。在本回复中，若合计数与各 分项数值相加之和在尾数上存在差异，均为四舍五入所致。本回复所引用的财务 数据和财务指标，如无特别说明，指合并报表口径的 ...

资产评估相关问题回复之核查意见 北京中企华资产评估有限责任公司 北京中企华资产评估有限责任公司 关于上海证券交易所《关于北自所（北京）科技 发展股份有限公司发行股份及支付现金购买资 产并募集配套资金申请的审核问询函》 二〇二六年二月 上海证券交易所： 按照贵所下发的《关于北自所（北京）科技发展股份有限公司发行股份及支 付现金购买资产并募集配套资金申请的审核问询函》（上证上审并购重组）〔2025〕 95 号）（以下简称"审核问询函"）的要求，北京中企华资产评估有限责任公司 （以下简称"中企华"、"评估机构"）作为北自所（北京）科技发展股份有限公 司（以下简称"公司"、"上市公司"或"北自科技"）的评估机构，就问询函所 列问题逐项进行了认真核查与落实，并按照问询函的要求对所涉及的问题进行了 回复，现提交贵所，请予审核。 本审核问询函回复（以下简称"本回复"）中的报告期指 2023 年、2024 年 和 2025 年 1-6 月；除此之外，如无特别说明，本回复所述的词语或简称与重组 报告书中释义所定义的词语或简称具有相同的含义。在本回复中，若合计数与各 分项数值相加之和在尾数上存在差异，均为四舍五入所致。本回复所引 ...

Group 1 - The core point of the article is that Beizhi Technology plans to acquire 100% equity of Suzhou Suike Intelligent Technology Co., Ltd. to enhance its core equipment production capacity, which may impact the company's future business development [1] Group 2 - The acquisition deal is valued at 140 million yuan, with 80% paid in shares and 20% in cash. The target company specializes in intelligent logistics equipment and has over 20 years of R&D experience and 35 patents [2] - After the acquisition, Beizhi Technology plans to integrate the Suike Intelligent team into its new factory in Huzhou to quickly establish in-house production capacity for stackers, reducing procurement costs, which are approximately 100-200 million yuan annually, accounting for 10%-15% of system costs [2] - The target company has committed to a cumulative net profit of no less than 45.6033 million yuan from 2025 to 2027, and both companies' customer resources will complement each other in the fields of chemical fiber and new energy [2] Group 3 - Other potential points of interest include the company's substantial order backlog, which stood at 5.266 billion yuan as of June 2025, and the capacity release of the Huzhou intelligent logistics equipment project, although detailed progress information will depend on the latest announcements [3]

Industry Overview - The Chinese automated warehouse equipment industry is transitioning from rapid expansion to high-quality development, with a market size projected to reach approximately 43.52 billion yuan in 2024, reflecting a year-on-year growth of 12.52% [1][9] - The fundamental purpose of investing in automated warehouse equipment is shifting from "storing goods" to "optimizing processes," aiming for cost reduction through semi/full automation and intelligence [1][9] - The current trend involves upgrading traditional high-rise warehouses to automated storage and retrieval systems (AS/RS), integrating shuttle cars, AGVs, and WMS systems [1][9] Market Size - The area of automated warehouses in China is expected to reach about 450 million square meters in 2024, with a year-on-year growth of 4.65% [6][7] - The growth in warehouse area directly reflects strong demand in industrial production, e-commerce logistics, and cold chain transportation, leading to increased equipment renovation and system integration needs [7][9] Industry Chain - The upstream of the automated warehouse equipment industry includes raw materials and components such as steel, aluminum alloys, sensors, and PLCs [4] - The midstream involves the manufacturing and system integration of automated warehouse equipment, while the downstream applications span various sectors including e-commerce, pharmaceuticals, and renewable energy [4] Key Companies - Leading companies in the industry include Qingdao Maoyuan, Kunshan Intelligent, and Beizi Technology, which dominate large complex projects due to their strong capital and technical backgrounds [9] - Companies like Jiangsu Liuwi and Hefei Jingsong are recognized for their dynamic market presence, transitioning from equipment manufacturing to solution providers [9] Industry Development Trends 1. The future of automated warehouses will evolve beyond simple "automated storage and retrieval" functions to become "intelligent warehouse brains" with capabilities for perception, decision-making, and execution [11] 2. Market demand is shifting from general scenarios to high-growth niche industries such as new energy vehicles and biomedicine, leading to customized solutions [12] 3. The focus of market competition is shifting from equipment sales to providing comprehensive intelligent warehouse solutions, which will concentrate resources among leading system integrators [13][14]

Group 1 - The core viewpoint of the article is that Beizhi Technology (603082) primarily exports directly to overseas customers through domestic entities [1] Group 2 - The company responded to investor inquiries on its interactive platform regarding its export strategy [1]

Core Viewpoint - Beizhi Technology (603082) is actively pursuing strategic acquisitions and partnerships to enhance its position in the automation equipment sector, with a focus on intelligent logistics systems and equipment [1][2][3] Company Announcements - Beizhi Technology plans to acquire 100% equity of Suzhou Suike Intelligent Technology Co., Ltd. for a total transaction price of 140 million yuan, with 80% paid in shares and 20% in cash [1][3] - The company aims to raise up to 32 million yuan in supporting funds to cover cash payments and intermediary fees related to the acquisition [1] - The acquisition does not constitute a major asset restructuring, related party transaction, or restructuring listing [1] Financial Performance and Commitments - The target company has made profit commitments for the years 2026 to 2028, and a compensation agreement has been signed [1] - The assessment value of the target company is approximately 140.4 million yuan, with the final transaction price set at 140 million yuan [2] Contracts and Partnerships - Beizhi Technology has signed a procurement contract with SAIC-GM-Wuling Automobile Co., Ltd. for automation equipment, with a total contract value of 103.96 million yuan, aimed at the construction of intelligent manufacturing logistics for new energy vehicles [2][3] - The contract will take effect upon signing and will be paid according to project progress, with delivery scheduled for Guangxi [2] Regulatory Approvals - The acquisition transaction is subject to approval by the Shanghai Stock Exchange and registration with the China Securities Regulatory Commission before implementation [2][3]

Core Viewpoint - The company has signed a procurement contract with SAIC-GM-Wuling Automobile Co., Ltd. for an automation equipment project valued at 104 million RMB, marking a significant achievement in the field of intelligent manufacturing logistics for new energy vehicles [1]. Group 1 - The total contract amount is 104 million RMB, indicating a substantial investment in automation and digitalization [1]. - The project focuses on automation, digitalization, and intelligence as transformative directions, aiming to enhance the company's capabilities in the new energy vehicle sector [1]. - The implementation of an "island-style" manufacturing model will facilitate the construction of a distributed logistics flexible delivery system, promoting intelligent collaboration among people, machines, and materials within the workshop [1].

Core Viewpoint - The company has signed a procurement contract worth 104 million yuan with SAIC-GM Wuling Automobile Co., Ltd, marking a significant achievement in the field of intelligent manufacturing logistics for new energy vehicles [1] Group 1: Contract Details - The total contract amount is 104 million yuan, indicating a substantial investment in automation and digitalization [1] - The project focuses on creating a distributed logistics flexible complete delivery system based on an "island-style" manufacturing model [1] Group 2: Impact on Company - The implementation of the project aims to achieve intelligent collaboration among people, machines, and materials within the workshop [1] - Successful execution of the contract is expected to positively impact the company's operational performance, enhancing its sustainable profitability and overall competitiveness [1]

证券代码：603082 证券简称：北自科技 公告编号：2026-003 北自所（北京）科技发展股份有限公司 关于自愿披露签订日常经营合同的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 合同类型及金额： 合同类型：日常经营性合同 合同总金额：人民币 10,396.00 万元 合同生效条件：本合同自双方签字盖章后生效。 对上市公司当期业绩的影响：若本合同顺利履行，对北自所（北京）科 技发展股份有限公司（以下简称"公司"）本年度及未来业绩将产生一定积极影 响，且不影响公司经营的独立性。 特别风险提示： 1、合同条款中已对合同金额、生效条件、支付方式、违约责任等内容做出 了明确约定，合同双方均具有履约能力，但在未来合同履行过程中如果遇到外部 宏观环境重大变化、国家有关政策变化以及其他不可预见或不可抗力等因素，有 可能会导致合同无法如期或全部履行。 2、相关项目利润的贡献尚无法准确预计，相关财务数据的确认请以公司经 审计财务报告为准。 综上，敬请广大投资者注意投资风险。 公司名称：上汽通用五菱汽车股份有限公司 企 ...