科创AIETF紧密跟踪上证科创板人工智能指数，上证科创板人工智能指数从科创板市场中选取30只市值较大的为人工智能提供基础资源、技术以及应用支持 的上市公司证券作为指数样本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。 规模方面，科创AIETF近1周规模增长1770.30万元，实现显著增长，新增规模位居可比基金2/6。 截至2025年6月4日 09:43，上证科创板人工智能指数(950180)上涨0.16%，成分股寒武纪(688256)上涨3.53%，云天励飞(688343)上涨2.16%，金山办公(688111) 上涨1.87%，奥比中光(688322)上涨1.18%，优刻得(688158)上涨1.13%。科创AIETF(588790)上涨0.18%，最新价报0.57元。流动性方面，科创AIETF成交 2202.27万元。拉长时间看，截至6月3日，科创AIETF近1年日均成交2.71亿元，排名可比基金第一。 近日AI领域动态：红杉中国推出AI基准测试工具XBench；豆包App上线实时视频通话功能，支持视频问答；QQ浏览器推出高考Agent "AI高考通"，助力高 考生志愿填报与备考内容。昆仑万 ...

寒武紀-U（688256） 首發報告 買入 2025 年 6 月 3 日 國產算力晶片中軍，迎接智算時代歷史機遇 黃晨 +852-2532 1954 chen.huang@firstshanghai.com.hk 主要資料 | 行業 | 半導體 | | --- | --- | | 股價 | 603.66 元人民幣 | | 目標價 | 987 元人民幣 | | | +63.5% | | 股票代碼 | 688256 | | 已發行股本 | 4.17 億股 | | 總市值 | 2,520 億元人民幣 | | 52 周高/低 | 818.87/168.64 元人民幣 | | 每股淨資產 | 13.96 元人民幣 | | 主要股東 | 陳天石 28.63% | | | 北京艾溪 7.34% | 表：盈利摘要 股價表現 | 截止12月31日 | 2023实际 | 2024实际 | 2025预测 | 2026预测 | 2027预测 | | --- | --- | --- | --- | --- | --- | | 营业额（百万人民币） | 709 | 1,174 | 8,416 | 13,483 | 21,603 | | ...

寒武纪-U（688256） 首发报告 chen.huang@firstshanghai.com.hk 主要资料 | 行业 | 半导体 | | --- | --- | | 股价 | 603.66 元人民币 | | 目标价 | 987 元人民币 | | | +63.5% | | 股票代码 | 688256 | | 已发行股本 | 4.17 亿股 | | 总市值 | 2,520 亿元人民币 | | 52 周高/低 | 818.87/168.64 元人民币 | | 每股净资产 | 13.96 元人民币 | | 主要股东 | 陈天石 28.63% | | | 北京艾溪 7.34% | | 表：盈利摘要 | | | | | | 股价表现 | | --- | --- | --- | --- | --- | --- | --- | | 截止12月31日 | 2023实际 | 2024实际 | 2025预测 | 2026预测 | 2027预测 | | | 营业额（百万人民币） | 709 | 1,174 | 8,416 | 13,483 | 21,603 | | | 变动（％） | (2.7) | 65.6 | 616.6 | ...

Core Viewpoint - The company has decided to cancel portions of its restricted stock incentive plans from 2020, 2021, and 2023 due to various reasons including the departure of incentive targets and failure to meet performance thresholds [1][2][3]. Summary by Sections 2020 Restricted Stock Incentive Plan - The company has canceled a total of 856,486 shares from the initial grant due to 8 individuals leaving and 1 becoming a supervisor, resulting in a reduction of eligible participants from 279 to 270 [15][16]. - The performance threshold for the fourth vesting period was not met, leading to a 0% vesting ratio for the remaining participants [15][16]. - Additionally, 353,412 shares from the reserved grant were also canceled due to 4 individuals leaving, reducing the eligible participants from 77 to 73 [16][17]. 2021 Restricted Stock Incentive Plan - A total of 2,326,097 shares from the initial grant were canceled as 14 individuals left and 1 became a supervisor, reducing the eligible participants from 366 to 351 [18][19]. - The performance thresholds for the third and fourth vesting periods were not met, resulting in a 0% vesting ratio for the remaining participants [18][19]. 2023 Restricted Stock Incentive Plan - The company canceled 293,807 shares from the initial grant due to 54 individuals leaving and 1 becoming a supervisor, reducing the eligible participants from 706 to 651 [20]. - An additional 52,755 shares were canceled based on performance evaluations, with a total of 456,917 shares from the reserved grant becoming invalid due to not being assigned within the stipulated time frame [20][21]. Impact on the Company - The cancellation of these shares will not materially affect the company's financial status or operational results, nor will it impact the stability of the management team [20][21]. Opinions from Committees - The Compensation and Assessment Committee and the Supervisory Committee both agree that the cancellation of shares complies with relevant laws and regulations, and the procedures followed were appropriate [21][22]. Legal Opinion - The legal counsel confirms that the cancellation of shares has received the necessary approvals and complies with applicable regulations [22].

Core Viewpoint - The legal opinion letter confirms that the first vesting period of the 2023 restricted stock incentive plan of Cambricon Technologies Co., Ltd. has met the necessary conditions for vesting and that certain restricted stocks will be canceled due to non-compliance with vesting criteria [3][15][22]. Group 1: Approval and Authorization - The company held its second board meeting on November 17, 2023, where it approved the draft of the 2023 restricted stock incentive plan and related proposals [8]. - The supervisory board also convened on November 17, 2023, to verify the incentive plan and provide relevant opinions [10]. - The company disclosed the independent director's solicitation of proxy voting rights on November 25, 2023, and publicized the list of proposed incentive objects internally from November 18 to November 27, 2023 [10][12]. Group 2: Vesting Conditions and Achievements - The first vesting period is defined as from April 21, 2025, to April 20, 2026, following the grant date of December 21, 2023 [16]. - The vesting conditions include no adverse audit opinions for the company and the incentive objects meeting their respective tenure requirements [17][18]. - The company achieved a revenue of 1.174 billion yuan in 2024, surpassing the target of 1.1 billion yuan, thus qualifying for a 100% vesting ratio for the company-level performance [18]. Group 3: Cancellation of Restricted Stocks - A total of 293,807 shares of restricted stock will be canceled due to 54 incentive objects leaving the company and one becoming a supervisor, resulting in a reduction of the number of incentive objects from 706 to 651 [21]. - The total number of shares canceled due to individual performance not meeting the standards is 52,755 shares [22]. - The company has 456,917 shares of reserved restricted stock that will also be canceled as they were not assigned to any incentive objects within the stipulated time frame [22]. Group 4: Conclusion - The legal opinion concludes that the necessary approvals and authorizations for the vesting conditions and the cancellation of certain restricted stocks have been obtained, and the arrangements comply with relevant regulations [22][23].

Group 1 - The Supervisory Board of Zhongke Hanwuji Technology Co., Ltd. has reviewed the first vesting list of the 2023 Restricted Stock Incentive Plan and issued verification opinions [1][2] - Out of the 650 incentive objects, 54 have left the company, 1 has become a supervisor and lost eligibility, and 1 did not meet performance assessment criteria, leaving the remaining 650 eligible for the incentive plan [1] - The eligibility of the incentive objects complies with relevant laws, regulations, and the company's articles of association, confirming their qualification for the 2023 incentive plan [1][2] Group 2 - The Supervisory Board has approved the first vesting list of the 2023 incentive plan [2]

Group 1 - The company held its 23rd meeting of the second Supervisory Board on May 25, 2025, with all three supervisors present, complying with relevant laws and regulations [1] - The Supervisory Board approved the proposal to cancel part of the restricted stock from the 2023 incentive plan, resulting in the number of initial grant recipients being adjusted from 706 to 651, with a total of 346,562 shares being invalidated [1][2] - The board also approved the proposal for the first vesting period of the 2023 incentive plan, confirming that 2,429,693 shares are eligible for vesting for 650 recipients [2][3] Group 2 - The board approved the cancellation of part of the restricted stock from the 2020 incentive plan, with 856,486 shares being invalidated due to the departure of recipients and unmet performance criteria [4][5] - The 2020 incentive plan has now been fully implemented, and the cancellation of shares complies with all relevant laws and regulations [5][6] Group 3 - The board approved the cancellation of part of the restricted stock from the 2021 incentive plan, with 2,326,097 shares being invalidated due to the departure of recipients and unmet performance criteria [5][6] - The 2021 incentive plan has also been fully implemented, and the cancellation of shares adheres to all relevant laws and regulations [6]

证券代码：688256 证券简称：寒武纪 公告编号：2025-030 中科寒武纪科技股份有限公司 关于 2023 年限制性股票激励计划首次授予部分 第一个归属期符合归属条件的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 限制性股票拟归属数量：2,429,693股 归属股票来源：中科寒武纪科技股份有限公司（以下简称"公司"或"寒 武纪"）回购的公司A股普通股股票及/或向激励对象定向发行的公司A股普通股股 票 一、本次股权激励计划批准及实施情况 （一）本次限制性股票计划方案及履行的程序 （3）授予价格：75.10 元/股。 （4）激励人数：首次授予 706 人。 （5）具体归属安排如下： 本激励计划首次授予部分限制性股票的归属期限和归属安排如下表： | 归属安排 | | 归属时间 | 归属权益数量占授 予权益总量的比例 | | --- | --- | --- | --- | | 首次授予的限制性 | 自首次授予之日起 16 | 个月后的首个交易日至首 | 40% | | 股票第一个归属期 | 次授予之日 ...

证券代码：688256 证券简称：寒武纪 公告编号：2025-029 中科寒武纪科技股份有限公司 关于作废部分限制性股票的公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 中科寒武纪科技股份有限公司（以下简称"公司"）于 2025 年 5 月 30 日召 开的第二届董事会第三十二次会议、第二届监事会第二十三次会议，审议通过了 《关于作废 2020 年限制性股票激励计划部分限制性股票的议案》《关于作废 2021 年限制性股票激励计划部分限制性股票的议案》《关于作废 2023 年限制性股票 激励计划部分限制性股票的议案》，上述议案分别在公司 2020 年第三次临时股 东大会、2021 年第二次临时股东大会、2023 年第一次临时股东大会授权范围内， 无需提交公司股东大会审议。现将有关事项说明如下： 一、公司限制性股票激励计划已履行的决策程序和信息披露情况 （一）2020 年限制性股票激励计划已履行的决策程序和信息披露情况 1、2020 年 11 月 27 日，公司召开第一届董事会第十二次会议，审议通过了 《关于公司<2020 ...

本公司监事会及全体监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、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 中科寒武纪科技股份有限公司（以下简称"公司"）第二届监事会第二十三次会议于 2025 年 5 月 30 日上午 11 时以现场与通讯相结合的方式在公司会议室召开。会议通知已 于 2025 年 5 月 25 日送达。本次会议由监事会主席王敦纯先生主持，会议应到监事 3 人， 实到监事 3 人。本次会议的召集、召开符合有关法律、行政法规、部门规章、规范性文 件和《公司章程》的规定。 二、监事会会议审议情况 本次会议以书面表决方式进行表决。经与会监事认真审议，具体审议情况如下： （一）审议并通过《关于作废2023年限制性股票激励计划部分限制性股票的议案》 公司监事会认为：根据《上市公司股权激励管理办法》（以下简称"《管理办法》"） 《上海证券交易所科创板股票上市规则》、公司《2023 年限制性股票激励计划（草案）》 （以下简称"2023 年激励计划"）及公司《2023 年限制性股票激励计划实施考核管理办法》 等相关规定和公司 2023 年第一次临时股东大会的 ...