Market Overview - On August 1, the optical optoelectronics sector rose by 0.17% compared to the previous trading day, with Geberga leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Gainers in Optical Optoelectronics - Geberga (835438) closed at 22.23, up 8.54% with a trading volume of 150,000 shares and a turnover of 324 million yuan [1] - Yingfeite (300582) closed at 14.13, up 7.21% with a trading volume of 257,800 shares and a turnover of 357 million yuan [1] - Aorui De (600666) closed at 4.04, up 6.32% with a trading volume of 3,122,200 shares and a turnover of 1.227 billion yuan [1] Top Losers in Optical Optoelectronics - Dongtianwei (301183) closed at 65.84, down 6.56% with a trading volume of 105,400 shares and a turnover of 703 million yuan [2] - Tengjing Technology (688195) closed at 46.76, down 3.49% with a trading volume of 59,500 shares and a turnover of 281 million yuan [2] - Aobi Zhongguang (688322) closed at 72.38, down 2.02% with a trading volume of 79,700 shares and a turnover of 584 million yuan [2] Fund Flow Analysis - The optical optoelectronics sector experienced a net outflow of 448 million yuan from institutional investors, while retail investors saw a net inflow of 403 million yuan [2] - Major stocks like Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, but a net outflow from retail investors [3] Individual Stock Fund Flow - Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, while retail investors experienced a net outflow of approximately 96.9 million yuan [3] - Yingfeite (300582) saw a net inflow of 36.1 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

证券之星消息，7月31日光学光电子板块较上一交易日下跌1.08%，茂莱光学领跌。当日上证指数报收 于3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688322 | 奥比中光 | 73.87 | 6.00% | 16.13万 | 12.03亿 | | 301183 | 东田微 | 70.46 | 5.94% | 17.01万 | 11.93亿 | | 600666 | 奧瑞德 | 3.80 | 4.68% | 329.95万 | 12.34亿 | | 301045 | 天禄科技 | 24.71 | 4.26% | 7.54万 | 1.85亿 | | 002876 | 三利谱 | 26.86 | 2.75% | 10.33万 | 2.81亿 | | 002289 | *ST宇顺 | 19.39 | 2.43% | 2.92万 | 5609.31万 | | 603773 | 沃格光电 | ...

Market Overview - The Shanghai Composite Index closed at 3628.53 points, above the six-month moving average, with an increase of 0.52% [1] - The total trading volume of A-shares reached 1,102.239 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 58 A-shares have surpassed the six-month moving average today [1] - Stocks with significant deviation rates include: - Fenglong Co., Ltd. (5.52%) - Rongke Technology (4.53%) - Keyuan Wisdom (3.66%) [1] Detailed Stock Performance - The following stocks showed notable performance: - Fenglong Co., Ltd. (10.03% increase, turnover rate 7.67%, latest price 17.34 yuan) - Rongke Technology (5.47% increase, turnover rate 6.14%, latest price 18.91 yuan) - Keyuan Wisdom (4.36% increase, turnover rate 8.52%, latest price 25.60 yuan) [1] - Other stocks with positive performance include: - Zhaoyi Innovation (4.47% increase) - Yuntian Lifa (5.06% increase) [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that just crossed the six-month line include: - Chahua Co., Ltd. - Tangshan Port - China Gold [1]

Market Overview - The Shanghai Composite Index closed at 3609.71 points, above the annual line, with a change of 0.33% [1] - The total trading volume of A-shares reached 18293.09 billion yuan [1] Stocks Breaking Annual Line - A total of 26 A-shares have surpassed the annual line today, with notable stocks including Sinochem International, Dier Laser, and Blue Arrow Electronics, showing divergence rates of 8.45%, 4.04%, and 2.76% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include Weimob Communication, Huaibei Mining, and Tongxiang Technology [1] Top Stocks by Divergence Rate - The top three stocks with the highest divergence rates are: - Sinochem International: 10.10% increase, latest price 4.25 yuan, divergence rate 8.45% [1] - Dier Laser: 4.31% increase, latest price 60.98 yuan, divergence rate 4.04% [1] - Blue Arrow Electronics: 2.94% increase, latest price 21.68 yuan, divergence rate 2.76% [1] Additional Notable Stocks - Other notable stocks with significant performance include: - Guangfeng Technology: 3.97% increase, latest price 15.72 yuan, divergence rate 2.62% [1] - Foster: 10.04% increase, latest price 14.69 yuan, divergence rate 2.44% [1] - I Love My Home: 2.56% increase, latest price 3.21 yuan, divergence rate 2.39% [1]

Group 1: Overview of the Event - The event "Media Visits China National Building Material Group for High-Quality Development" was successfully held from June 23 to 27, with nearly ten media outlets exploring seven enterprises under China National Building Material Group [1] Group 2: North New Materials - North New Materials emphasizes "green technology and quality life," achieving significant results in the green building materials sector [2] - The company has developed a circular economy and promotes energy-efficient and prefabricated buildings, creating a full lifecycle green building industry closed loop [2] - In 2024, North New Materials successfully consumed 15.23 million tons of industrial by-product gypsum, significantly reducing reliance on natural mineral resources [2] Group 3: Innovation in Building Materials - North New Materials has continuously innovated, launching a series of home decoration products and prefabricated interior systems, including the popular Luban Universal Board [3] - The company integrates traditional culture with modern building technology through its product lines, enhancing both aesthetics and performance [3] Group 4: Cadmium Telluride Solar Glass - The cadmium telluride solar glass technology developed by Handan China National Building Material has become a key focus, marking a significant breakthrough in 2017 with the world's first large-area cadmium telluride solar glass [4] - This technology allows buildings to convert sunlight into electricity while providing ample natural light, thus achieving energy-saving and environmental protection [4] Group 5: Wind Power Blade Innovations - The wind power blades produced by China National Materials Technology in Pingxiang have a length of 108 meters, utilizing advanced materials and modular assembly techniques to reduce weight by over 10% [7] - The company has maintained the largest domestic market share for 14 consecutive years and has been the global leader for the past three years [8] Group 6: High Voltage Insulators - China National Electric Porcelain specializes in high-voltage insulators, with products meeting international standards and being supplied to major companies like Siemens and ABB [9] - The company holds over 70 patents and has developed innovative products to address market needs, maintaining a leading position in the high-voltage insulator sector [9] Group 7: Cement Industry Transformation - Jiangxi Shanggao Southern Cement has achieved comprehensive resource utilization in its mining operations, earning recognition as a "green mine" [11] - The company has implemented advanced technologies to reduce carbon emissions significantly, with a projected 29% reduction in carbon emissions by 2024 [12] Group 8: Foam Ceramics - Jiangxi New Materials has transitioned to producing foam ceramics, utilizing industrial waste to create innovative building materials [13] - The company has developed a range of products that are gradually replacing traditional materials, achieving a production and sales rate of 120% in 2023 [14] Group 9: Zero Carbon Fiber Glass - Giant Stone Group in Huai'an has established the world's first zero-carbon intelligent manufacturing base for fiberglass, achieving net-zero emissions through renewable energy [15] - The company is also developing a production line for electronic-grade fiberglass, contributing to carbon neutrality and addressing global carbon tariffs [16] Group 10: Conclusion - China National Building Material Group is driving the transformation from "material manufacturing" to "material creation" through technological innovation and industry collaboration, setting a national benchmark for high-quality development in the building materials sector [17]

Core Viewpoint - The legal opinion letter from Shanghai Tianyanhe Law Firm confirms that the stock option incentive plan for Kaisheng Technology Co., Ltd. has obtained the necessary approvals and complies with relevant laws and regulations [1][10]. Group 1: Approval and Decision-Making Process - The company has completed the necessary approval and decision-making processes for the stock option incentive plan, including discussions and approvals from the board and supervisory committee [5][6]. - The plan received approval from the State-owned Assets Supervision and Administration Commission, allowing the implementation of the stock option incentive plan [5][6]. - The supervisory committee verified the list of incentive recipients and provided opinions on the public disclosure of the plan [6][10]. Group 2: Specifics of the Grant - The grant date for the stock options is determined by the board of directors, and the plan allows for the granting of options to 194 recipients, totaling 16.3 million stock options [7][8]. - The exercise price for the stock options has been adjusted from 12.13 yuan per share to 12.08 yuan per share following a profit distribution [8][10]. - The granting conditions require that recipients meet specific criteria, ensuring compliance with the management regulations and the incentive plan [9][10]. Group 3: Conclusion - The legal opinion concludes that the stock option incentive plan's grant date, recipients, quantity, price, and conditions are all in accordance with the relevant laws, regulations, and the incentive plan [10][11].

Meeting Overview - The shareholders' meeting of Kaisheng Technology Co., Ltd. was held on June 13, 2025, at the company's office in Bengbu [1] - The meeting was attended by shareholders representing 30.1487% of the total shares [1] - The voting method combined on-site registered voting and online voting, complying with relevant laws and regulations [1] Voting Results - All proposed resolutions were approved with significant majority votes from A-shareholders, including: - Resolution 1: 99.5910% in favor [1] - Resolution 2: 98.4860% in favor [1] - Resolution 3: 98.4832% in favor [1] - Resolution 4: 98.4749% in favor [1] - Resolution 5: 98.4832% in favor [1] - The voting results showed a consistent trend of high approval rates across multiple resolutions, indicating strong shareholder support [2][3] Legal Compliance - The meeting's procedures, attendance qualifications, proposals, and voting processes were confirmed to be in compliance with the Securities Law, Company Law, and other relevant regulations [3] - The legal opinions provided by the witnessing lawyers affirmed the legality and validity of the resolutions passed during the meeting [3]

2024 年股票期权激励计划首次授予激励对象名单 （首次授权日） | 姓名 | | 职务 | 首次授予股票 期权数量（万 | 占首次授予股票 期权总数的比例 | 占首次授予日股本总 额比例 | | --- | --- | --- | --- | --- | --- | | | | | 份） | | | | 夏宁 | | 董事长、党委书记 | 16.90 | 1.04% | 0.02% | | 刘宇权 | | 董事、党委副书记、总经理 | 16.00 | 0.98% | 0.02% | | 张少波 | | 副总经理 | 15.00 | 0.92% | 0.02% | | 李蓓蓓 | | 党委副书记、纪委书记 | 15.00 | 0.92% | 0.02% | | 陈 | 幸 | 财务总监 | 15.00 | 0.92% | 0.02% | | 孙娜丽 | | 副总经理 | 15.00 | 0.92% | 0.02% | | 核心管理、业务及技术骨干（188 | | 人） | 1537.10 | 94.30% | 1.63% | | 首次授予权益数量合计（194 | | 人） | 1630.00 | 100.00 ...

证券代码：600552 证券简称：凯盛科技 公告编号：2025-027 凯盛科技股份有限公司 关于向 2024 年股票期权激励计划激励对象 首次授予股票期权的公告 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个别及连带责任。 重要内容提示： 鉴于凯盛科技股份有限公司（以下简称"公司"）2024 年股票期权激励计划 （以下简称"本激励计划"、"激励计划"）规定的股票期权的授予条件已经成就， 根据公司 2025 年第二次临时股东大会授权，公司于 2025 年 6 月 13 日召开了第 九届董事会薪酬与考核委员会第二次会议、第九届董事会第四次会议，审议通过 了《关于向 2024 年股票期权激励计划激励对象首次授予股票期权的议案》，同 意以 2025 年 6 月 13 日为首次授权日。现将有关事项说明如下： 一、股票期权授予情况 （一）2024 年股票期权激励计划的决策程序和批准情况 1 股票期权首次授权日：2025 年 6 月 13 日 股票期权首次授予数量：1,630.00 万份 股票期权首次授予行权价格：12.08 元/份 表了同意的意 ...

证券代码：600552 证券简称：凯盛科技 公告编号：2025-028 凯盛科技股份有限公司 关于公司 2024 年股票期权激励计划 内幕信息知情人买卖公司股票情况的自查报告 二、核查对象买卖公司股票情况说明 根据中国证券登记结算有限责任公司上海分公司 2025 年 6 月 12 日出具的 《信息披露义务人持股及股份变更查询证明》《股东股份变更明细清单》，在自 查期间，共有 1 名核查对象存在买卖公司股票的行为，除上述人员外，其余核查 对象不存在买卖公司股票的情形。 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个别及连带责任。 2024 年 12 月 31 日，凯盛科技股份有限公司（以下简称"公司"）召开第八 届董事会第三十四次会议，审议通过了公司《2024 年股票期权激励计划（草案）》 及其摘要等相关议案，并于 2025 年 1 月 1 日在上海证券交易所网站披露了相关 公告。 按照《上市公司股权激励管理办法》（以下简称《管理办法》）、《上市公 司信息披露管理办法》《上海证券交易所上市公司自律监管指引第 2 号——信息 披露事务管理 ...