Group 1 - The new tobacco (e-cigarette) sector rose by 1.53%, ranking 6th among concept sectors, with 36 stocks increasing in value, including Weike Technology and Kosen Technology hitting the daily limit [1] - Leading stocks in the new tobacco sector included Penghui Energy, Bojie Co., and Haopeng Technology, which rose by 14.64%, 7.75%, and 4.78% respectively [1] - The sector experienced a net inflow of 786 million yuan from main funds, with 28 stocks receiving net inflows, and 8 stocks seeing inflows exceeding 30 million yuan [1] Group 2 - Kosen Technology led the net inflow with 287 million yuan, followed by Penghui Energy, Xinwangda, and Weike Technology with net inflows of 169 million yuan, 149 million yuan, and 108 million yuan respectively [1] - The top three stocks by net inflow ratio were Weike Technology at 25.73%, Kosen Technology at 22.83%, and Boshuo Technology at 13.20% [2] - The trading volume and turnover rates for leading stocks in the sector were significant, with Kosen Technology showing a turnover rate of 17.65% [2]

Market Overview - On November 27, the A-share market experienced a pullback after an initial rise, with the Sci-Tech 50 and ChiNext indices both retreating over 2% from their gains, while the Shanghai Composite Index rose by 0.29% and the Shenzhen Component Index fell by 0.25% [2][3]. Sector Performance - The organic silicon, solid-state battery, consumer electronics, paper, and photovoltaic equipment sectors showed strong performance, while sectors such as Hainan Free Trade Zone, film and television, cultivated diamonds, China Shipbuilding Industry, and internet e-commerce saw declines [2][3]. - Notably, organic silicon stocks surged, with companies like Hongbo New Materials and Chenguang New Materials hitting the daily limit, and Huasheng Lithium Battery, Jinyin Galaxy, and Yuanxiang New Materials rising over 10% [2][3]. Key Stocks - Solid-state battery stocks saw a wave of limit-ups, with companies like Mingguan New Materials, Liande Equipment, Haike New Source, and Huazi Technology all reaching the daily limit [5]. - Specific stock performances included: - Huaguan Lithium Battery: +15.54% at 115.86 - Jinyin Galaxy: +12.96% at 51.08 - Yuanxiang New Materials: +11.03% at 47.21 - Hongbo New Materials: +10.05% at 7.23 - Chenguang New Materials: +9.97% at 15.99 [4][5]. Capital Flow - Main capital flows indicated a net inflow into sectors such as consumer electronics, paper printing, and batteries, while there was a net outflow from cultural media, communications, and computing sectors [7][8]. - Notable net inflows were seen in stocks like ZTE Corporation, Chip Original, and Furi Electronics, with inflows of 0.787 billion, 0.488 billion, and 0.463 billion respectively [7]. - Conversely, stocks like Zhongji Xuchuang, Hudian Co., and Ningde Times faced significant sell-offs, with outflows of 1.446 billion, 0.967 billion, and 0.789 billion respectively [8]. Institutional Insights - Debon Securities noted that market volume will determine the height of the market trend, suggesting a continued rotation between technology and consumer sectors [9]. - Hengsheng Qianhai Fund highlighted that the A-share market remains in a state of strong bullish and bearish sentiment, with expectations of continued volatility [10]. - Dongwu Securities emphasized the robust demand for computing power within the industry chain, indicating that the market for computing infrastructure is still in a phase of rapid expansion [10].

Core Viewpoint - The company has completed the cancellation of stock options from the 2022 stock option incentive plan due to unmet performance targets for the third exercise period [1][4]. Group 1: Stock Option Cancellation - The board of directors approved the cancellation of stock options for 27 incentive participants, totaling 1 million stock options, due to failure to meet performance conditions [3]. - The performance assessment criteria required the company to meet both "main business income" and "net profit" targets for the stock options to be exercisable [2][3]. - The cancellation process was completed on November 25, 2025, and does not affect the company's capital structure or financial results significantly [4]. Group 2: Performance Assessment Criteria - The performance targets for the stock options were based on audited consolidated financial statements, specifically excluding non-recurring gains and losses [2]. - If the company met both performance targets, 100% of the stock options would be eligible for exercise; if only one target was met, 50% would be eligible; if neither was met, none would be exercisable [2]. - The cancellation aligns with the regulations set forth in the "Management Measures for Equity Incentives of Listed Companies" and the specific incentive plan [4].

证券代码：600152 证券简称：维科技术 公告编号：2025-052 维科技术股份有限公司 关于 2022 年股票期权激励计划 部分股票期权注销完成公告 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。 行权期 对应考核年度 主营业务收入 净利润 第一个行权期 2022 年 不低于 20.50 亿元 不低于 0 万元 第二个行权期 2023 年 不低于 21.50 亿元 不低于 3,000 万元 第三个行权期 2024 年 不低于 23.50 亿元 不低于 8,000 万元 （1）首次授予的股票期权的业绩考核 分的股票期权行权考核年度及业绩考核目标与首次授予部分一致。若预留部分 的股票期权在 2022 年 10 月 31 日后授予，则预留部分的股票期权行权考核年度 及业绩考核目标如下表所示： | 行权期 | 对应考核年度 | | 主营业务收入 | 净利润 | | | --- | --- | --- | --- | --- | --- | | 第一个行权期 | 年 2023 | 不低于 | 亿元 21.50 | 不低于 3,00 ...

每经AI快讯，维科技术（SH 600152，收盘价：7.15元）11月24日晚间发布公告称，公司第十一届第十 五次董事会会议于2025年11月21日在月湖金汇大厦20楼会议室召开。会议审议了《关于注销2022年股票 期权激励计划预留授予（第一批次）第三个行权期的股票期权的议案》等文件。 每经头条（nbdtoutiao）——大鹏工业战略配售"肥"了自家人！认购价9元，上市首日涨到118元，实控 人和亲哥哥凭配售一天浮盈2492万元 （记者 曾健辉） 2024年1至12月份，维科技术的营业收入构成为：能源业务占比97.29%，其他业务占比2.71%。 截至发稿，维科技术市值为38亿元。 ...

关于注销 2022 年股票期权激励计划预留授予（第一批次） 第三个行权期的股票期权的公告 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： 股票期权注销数量：100 万份 维科技术股份有限公司（以下简称"公司"）于 2025 年 11 月 21 日召开第十 一届董事会第十五次会议，审议通过了《关于注销 2022 年股票期权激励计划预 留授予（第一批次）第三个行权期的股票期权的议案》，同意对不符合行权条件 对应的期权，合计 100 万份股票期权进行注销。现将相关事项公告如下： 证券代码：600152 证券简称：维科技术 公告编号：2025-051 维科技术股份有限公司 一、公司 2022 年股票期权激励计划已履行的程序 1、2022 年 6 月 13 日，公司召开第十届董事会第十七次会议、第十届监事 会第十三次会议，审议通过了《关于<维科技术 2022 年股票期权激励计划（草案）> 及其摘要的议案》等相关议案，关联董事均回避表决。公司独立董事就公司实施 本次激励计划的相关事项发表了独立意见，监事会对首次授予股票期权 ...

浙江和义观达律师事务所 HARNEST & GARNER LAW FIRM 关于 法律意见书 二〇二五年十一月 浙江和义观达律师事务所 法律意见书 维科技术股份有限公司 注销2022年股票期权激励计划预留授予(第 一批次） 第三个行权期的股票期权的 目 录 | 律师声明事项 . | | --- | | 正 文 | | 一、本次注销的批准和授权 . | | 二、本次注销的情况 . | | 三、结论意见 … | I 浙江和义观达律师事务所 法律意见书 浙江和义观达律师事务所 关于 维科技术股份有限公司 注销 2022年股票期权激励计划预留授予(第一批次) 第三个行权期的股票期权的 泼律意见书 致:维科技术股份有限公司 浙江和义观达律师事务所（以下简称"本所"）接受维科技术股份有限公司 (以下简称"维科技术"或"公司") 委托,担任公司 2022年股票期权激励计 划(以下简称"本次激励计划")的专项法律顾问,根据《中华人民共和国公司 法》(以下简称"《公司法》")、《中华人民共和国证券法》(以下简称"《证 券法》"）、中国证券监督管理委员会(以下简称"中国证监会")发布的《上 市公司股权激励管理办法》(以下简称"《 ...

证券代码：600152 证券简称：维科技术 公告编号：2025-050 维科技术股份有限公司 第十一届董事会第十五次会议决议公告 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、董事会会议召开情况 （一）维科技术股份有限公司（以下简称"维科技术"、"公司"）本次董事 会的召开符合《中华人民共和国公司法》（以下简称"《公司法》"）等有关法律、 行政法规、部门规章、规范性文件和《维科技术股份有限公司章程》（以下简称 "《公司章程》"）的规定。 （二）公司于 2025 年 11 月 14 日以传真、电子邮件和专人送达的方式发出 召开第十一届董事会第十五次会议的通知和资料。 （三）会议于 2025 年 11 月 21 日在月湖金汇大厦 20 楼会议室召开。 维科技术股份有限公司董事会 具体内容详见公司同日于上海证券交易所网站（www.sse.com.cn）和上海 证券报披露的《关于注销 2022 年股票期权激励计划预留授予（第一批次）第三 个行权期的股票期权的公告》。 本议案已经公司第十一届董事会薪酬与考核委员会 2025 年第三 ...

Core Viewpoint - Viko Technology (600152) experienced a significant drop in stock price, reaching the daily limit down, with a turnover rate of 14.47% and a trading volume of 579 million yuan, indicating strong selling pressure in the market [2][3]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's watch list due to a price deviation of -7.59%, with a total net sell of 14.49 million yuan from brokerage seats [2]. - The top five brokerage seats accounted for a total transaction volume of 152 million yuan, with buying amounting to 68.99 million yuan and selling at 83.49 million yuan, resulting in a net sell of 14.49 million yuan [2]. - The largest buying brokerage was Guotai Junan Securities, with a purchase amount of 19.87 million yuan, while the largest selling brokerage was UBS Securities, with a selling amount of 27.24 million yuan [2]. Recent Performance - Over the past six months, the stock has appeared on the watch list five times, with an average price drop of 0.86% the day after being listed and an average decline of 4.14% over the following five days [3]. - Today, the stock saw a net outflow of 91.34 million yuan in principal funds, with large orders contributing to a net outflow of 44.77 million yuan and 46.56 million yuan respectively [3]. - In the last five days, the stock experienced a net inflow of 109 million yuan [3]. Financial Results - The company reported its third-quarter results on October 30, showing a total revenue of 1.028 billion yuan for the first three quarters, a year-on-year decrease of 6.54%, and a net loss of 59.35 million yuan [3].

Core Points - Viko Technology (SH600152) hit the daily limit down on November 21, 2025, with a price of 7.35 yuan, a decline of 10.04%, and a total market capitalization of 3.889 billion yuan [1] Group 1: Company Performance - The company's operating performance is poor, with a net profit attributable to shareholders of -59.3545 million yuan for Q3 2025, a year-on-year decline of 11,400%, and basic earnings per share of -0.11 yuan, indicating weak profitability [2] - For H1 2025, the net profit attributable to shareholders was -39.14 million yuan, an increase in loss of 435%, with revenue decreasing by 6.48% to 638 million yuan, reflecting a significant decline in performance [2] Group 2: Market and Industry Environment - The current market environment tends to overlook companies with poor performance, impacting investor confidence in Viko Technology's future, especially as its traditional business declines and the new sodium-ion battery business has not yet achieved scale [2] - Despite the addition of new QFII holdings, the short-term impact on the stock price is limited, and the overall poor performance of the battery-related sector also negatively affects Viko Technology's stock price [2] Group 3: Stock Movement and Shareholder Actions - The stock experienced significant volatility due to speculative trading, with Viko Technology being included in the "Dragon and Tiger List" on November 13, 2025, attracting speculative funds [2] - The major shareholder, Ningbo Industrial Investment, reduced its holdings by 5.29 million shares over three months, representing 14.8% of its original stake, leaving 5.74% close to the 5% threshold, raising market concerns about the stock price [2]