证券代码：600143 证券简称：金发科技 公告编号：2026-003 金发科技股份有限公司 关于持股 5%以上股东增加一致行动人及在一致行动 人之间内部转让股份计划实施完成的公告 本公司董事会、全体董事及相关股东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： 大股东持股的基本情况：本次股份转让计划实施前，金发科技股份有限 公司（以下简称"公司"）股东熊海涛女士持有公司股份 43,241,459 股,占公司当 时总股本的 1.6400%；熊海涛女士及其一致行动人合计持有公司股份 189,881,459 股，占公司当时总股本的 7.2017%。 股份转让计划的实施结果情况：截至2026年1月20日，熊海涛女士的一致 行动人"深圳前海博普资产管理有限公司的私募基金产品博普1号~7号私募基金" 通过大宗交易方式向其一致行动人"深圳市华宝万盈资产管理有限公司的私募基 金产品华宝万盈5号~11号私募基金"转让其持有的公司股份合计52,694,000股， 占当前公司总股本的1.9999%。本次股份转让完成后，华宝万盈5号~11号私募基 金将该部 ...

格隆汇1月21日丨金发科技(600143.SH)公布，截至2026年1月20日，熊海涛女士的一致行动人"深圳前海 博普资产管理有限公司的私募基金产品博普1号~7号私募基金"通过大宗交易方式向其一致行动人"深圳 市华宝万盈资产管理有限公司的私募基金产品华宝万盈5号~11号私募基金"转让其持有的公司股份合计 5269.4万股，占当前公司总股本的1.9999%。本次股份转让完成后，华宝万盈5号~11号私募基金将该部 分股份表决权委托于熊海涛女士行使。 本次股份转让计划系公司持股5%以上股东及其一致行动人之间的内部股份转让，不涉及向市场减持， 不触及要约收购，不会导致熊海涛女士及其一致行动人的合计持股数量和比例发生变化，不会导致公司 控股股东及实际控制人发生变化。 ...

格隆汇1月21日丨金发科技(600143.SH)公布，截至2026年1月20日，熊海涛女士的一致行动人"深圳前海 博普资产管理有限公司的私募基金产品博普1号~7号私募基金"通过大宗交易方式向其一致行动人"深圳 市华宝万盈资产管理有限公司的私募基金产品华宝万盈5号~11号私募基金"转让其持有的公司股份合计 5269.4万股，占当前公司总股本的1.9999%。本次股份转让完成后，华宝万盈5号~11号私募基金将该部 分股份表决权委托于熊海涛女士行使。 本次股份转让计划系公司持股5%以上股东及其一致行动人之间的内部股份转让，不涉及向市场减持， 不触及要约收购，不会导致熊海涛女士及其一致行动人的合计持股数量和比例发生变化，不会导致公司 控股股东及实际控制人发生变化。 ...

格隆汇1月21日丨金发科技(600143.SH)公布，公司于2026年1月20日收到熊海涛女士出具的《关于减持 计划实施结束告知函》，熊海涛女士于2025年10月27日至2026年1月12日期间，通过集中竞价方式累计 减持公司股份349.99万股，占当前公司总股本的比例为0.1328%，本次减持计划实施时间区间已届满。 ...

金发科技公告称，股东熊海涛减持计划期限已届满。减持前，熊海涛持有公司股份4324.15万股，占总 股本1.64%，其与一致行动人合计持股1.90亿股，占7.20%。2025年10月27日至2026年1月12日，熊海涛 通过集中竞价累计减持349.99万股，占总股本0.13%，减持价格20-21.82元/股，减持总金额7181.40万 元，未完成2284.84万股减持计划。当前，熊海涛持股3974.16万股，占1.51%，其与一致行动人合计持 股1.86亿股，占7.07% 。 ...

Market Performance - The plastic sector increased by 0.97% on January 21, with Daon Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Top Gainers in Plastic Sector - Daon Co., Ltd. (002838) closed at 30.36, up 10.00% with a trading volume of 157,400 shares and a transaction value of 457 million [1] - Jiangsu Boyun (301003) closed at 49.22, up 9.11% with a trading volume of 39,100 shares and a transaction value of 188 million [1] - Pan-Asia Micro透 (688386) closed at 98.44, up 6.94% with a trading volume of 29,600 shares and a transaction value of 285 million [1] Market Capital Flow - The plastic sector experienced a net outflow of 33.89 million from institutional investors, while retail investors saw a net inflow of 45.1 million [2] - The overall net outflow from speculative funds was 418 million [2] Individual Stock Capital Flow - Jinfa Technology (600143) had a net inflow of 12.2 million from institutional investors, while it faced a net outflow of 98.76 million from retail investors [3] - Daon Co., Ltd. (002838) saw a net inflow of 10.3 million from institutional investors but a net outflow of 42.85 million from speculative funds [3] - BoFei Electric (001255) had a net inflow of 22.91 million from institutional investors, with a significant net outflow of 94.28 million from speculative funds [3]

Overview of Equity Incentive Program - The company approved an equity incentive program for its wholly-owned subsidiary, Jiangsu Jinfah Technology New Materials Co., Ltd., to implement through capital increase and share expansion for core employees [2] - The program involves the establishment of 27 limited partnership enterprises as employee shareholding platforms, with a total investment of up to 643.20 million yuan for the subscription of new registered capital not exceeding 120 million yuan [2] Progress of Equity Incentive Program - As of the announcement date, the company has completed the establishment of all employee shareholding platforms, with a total of 29 limited partnership enterprises registered [3] - The total paid-in capital contribution to Jiangsu Jinfah is 118.61 million yuan, with a premium portion of 517.15 million yuan recorded in the capital reserve [3] - The company has completed the registration capital change and related business registration for Jiangsu Jinfah [3] Structure of Partnership Enterprises - The first partnership enterprise is for non-independent directors and senior management, with a total subscription amount of up to 110.29 million yuan [3][6] - The remaining 28 partnership enterprises are for 1,268 core technical, marketing, and operational personnel in the modified plastics business segment, with each enterprise having a nominal contribution of 2,000 yuan from the general partner, Guangzhou Jinfah Industrial Investment Co., Ltd. [6][7] Governance Structure Adjustment - The company has completed a governance structure adjustment by abolishing the supervisory board, with former supervisors automatically resigning from their positions [4]

关于全资子公司实施股权激励进展公告 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。 一、股权激励事项概述 金发科技股份有限公司（以下简称"公司"）于 2025 年 7 月 25 日召开第八 届董事会第十六次（临时）会议，审议通过了《关于全资子公司实施股权激励及 公司放弃优先认购权暨关联交易的议案》，同意全资子公司江苏金发科技新材料 有限公司（以下简称"江苏金发"）通过增资扩股方式对公司及其控股子公司（以 下合称"集团"）核心员工实施股权激励。本次股权激励拟设立 27 个有限合伙 企业（前述 27 个合伙企业暂未完成设立，合伙企业相关基本信息与设立合伙企 业的具体数量最终以工商登记为准）作为员工持股平台，激励对象拟通过员工持 股平台以不超过64,320.00万元的对价认购江苏金发不超过12,000.00万元的新增 注册资本，其中公司非独立董事、监事、高级管理人员拟通过员工持股平台认购 江苏金发股权对价金额不超过 11,028.84 万元（含董事、监事、高级管理人员直 接持股合伙企业份额，以及其通过金发产投持股合伙企业份额）。具体 ...

Group 1 - The article discusses various investment themes including robotics, new energy, AI computing power, and anti-involution [1] - Companies mentioned with their respective stock performance include Wanhua Chemical at 10.22%, Juhua Co. at 3.68%, and Tianqi Lithium at 6.34% [1] - The article highlights the significance of materials such as PEEK and various chemical products like refrigerants and fluorochemicals in the current market [1]

Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [51]. Core Insights - TSMC plans to significantly increase its capital expenditure to meet the strong demand for artificial intelligence and high-performance computing, with a projected investment of up to $56 billion by 2026, a 36.9% increase from the previous year's $40.9 billion [3][27]. - The semiconductor materials sector is experiencing rapid domestic production acceleration, with major companies benefiting from industry growth and market demand [3][27]. - The new materials industry is expected to grow rapidly due to ongoing manufacturing upgrades and increasing demand for high-standard, high-performance materials [3][27]. Market Overview - The Wind New Materials Index closed at 5779.39 points, up 0.98% week-on-week. The semiconductor materials index rose by 8.12% to 10157.68 points, while other sub-indices also showed positive growth [2][8]. - The top five gainers this week included Aladdin (20.24%), Anji Technology (12.69%), and Shanghai Xinyang (12.29%), while the top five losers included Pulit (-17.28%) and Double Star New Materials (-4.22%) [2][23][25]. Recent Industry Highlights - TSMC's capital expenditure increase is part of its strategy to expand production capacity, having invested over $180 billion since 2020 [3][27]. - The U.S. has announced a 25% tariff on certain imported semiconductors and semiconductor manufacturing equipment, which may impact the market dynamics [27][28]. - Jinfa Technology has invested in a core supplier for Tesla's robots, which is preparing for an IPO, highlighting the growing interest in high-performance engineering plastics [3][28].