法律意见书 上海市锦天城律师事务所 上海市锦天城律师事务所 关于杭州新坐标科技股份有限公司 2024 年限制性股票激励计划 第一期解锁相关事宜的 法律意见书 锦 天 城 律师事务 所 ALLBRIGHT LAW OFFICES 地址：上海市浦东新区银城中路 501 号上海中心大厦 11/12 楼 电话: 021-20511000 传真: 021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于杭州新坐标科技股份有限公司 2024 年限制性股票激励计划 上海市锦天城律师事务所 法律意见书 出判断的合法资格。本所及经办律师在本法律意见书中对与该等专业事项有关的 报表、数据或对会计报告、审计报告等专业报告内容的引用,不意味着本所及经 办律师对这些引用内容的真实性、有效性作出任何明示或默示的保证。 第一期解锁相关事宜 的法律意见书 致:杭州新坐标科技股份有限公司 上海市锦天城律师事务所(以下简称"锦天城"或"本所")接受杭州新坐 标科技股份有限公司（以下简称"公司"或"新坐标"）的委托，担任公司 2024 年限制性股票激励计划(以下简称"激励计划")相关事宜的专项 ...

Core Insights - A total of 48 stocks on the Shanghai and Shenzhen exchanges have experienced net inflows of main funds for five consecutive days or more, indicating strong investor interest [1] Group 1: Stocks with Significant Net Inflows - Hengshang Energy has seen net inflows for 11 consecutive days, ranking first among the stocks [1] - Agricultural Bank of China ranks second with net inflows for 10 consecutive days, totaling 1.917 billion yuan [1] - BoRui Pharmaceutical follows with net inflows for 8 days, amounting to 868 million yuan [1] Group 2: Performance Metrics - Agricultural Bank of China has the highest total net inflow amount, with a cumulative net inflow of 1.917 billion yuan over 10 days, and a price increase of 11.56% [1] - BoRui Pharmaceutical has a net inflow of 868 million yuan over 8 days, with a price increase of 16.13% [1] - Xinjiang Communications Construction has the highest net inflow ratio at 24.39%, with a price increase of 38.33% over 6 days [1] Group 3: Additional Notable Stocks - Huicheng Environmental Protection and Xinke Materials both recorded net inflows of 606 million yuan over 7 days, with price increases of 14.40% and 18.70% respectively [1] - Fuling Electric Power has a net inflow of 477 million yuan over 9 days, with a significant price increase of 31.03% [1] - Other notable stocks include Huaguang Huaneng and Wanchen Group, with net inflows of 327 million yuan and 315 million yuan respectively, and price increases of 55.15% and 12.61% [1]

Core Points - The Chinese government is emphasizing the development and ecological protection of Tibet, with significant projects like the Yarlung Tsangpo River hydropower project and the Lhasa North-South Mountain Greening Project being initiated to enhance the region's energy structure and ecological environment [2][4][5] - The legal system in Tibet is actively supporting these projects, with local procuratorial offices implementing measures to ensure compliance with environmental laws and regulations, thereby facilitating the smooth progress of major construction projects [3][4][5] - Community engagement and legal education are being prioritized to raise awareness among local residents about their rights and responsibilities, particularly in relation to environmental protection and contract management [6][7][12] Group 1: Major Projects - The Yarlung Tsangpo River downstream hydropower project has officially commenced, marking a significant milestone in the "14th Five-Year Plan" and is expected to reshape Tibet's energy development landscape [2] - The Lhasa North-South Mountain Greening Project aims to restore and enhance the ecological environment along the Lhasa River over a decade, benefiting local communities [4][5] Group 2: Legal and Community Support - Local procuratorial offices, such as the Milin County Procuratorate, are actively involved in monitoring and enforcing environmental laws to protect the ecological integrity of major projects [3] - The establishment of protective measures, such as the "procuratorial protection signs," aims to educate the public on the legal consequences of actions that harm the environment [5] - Legal awareness campaigns are being conducted to help residents understand contract laws and their rights, which has led to successful recovery of funds for local villagers [7][12]

Group 1 - The core idea emphasizes that health is paramount, with other aspects of life being secondary, as seen in the growing popularity of various sports and fitness activities [1] - National Fitness Day, established in 2009, has significantly contributed to the promotion of health in China, with the average life expectancy now at 79 years and key health indicators ranking high among middle-income countries [2][8] - The concept of "exercise prescriptions" is being utilized to prevent diseases, addressing modern health issues such as cardiovascular diseases, diabetes, and obesity through community engagement and traditional sports activities [4][5] Group 2 - The integration of technology in fitness, such as smart wristbands and AI fitness mirrors, is making scientific exercise more accessible, with initiatives like the "Weight Management Year" starting in June 2024 to enhance community health resources [5] - The proportion of people regularly participating in sports has reached 37.2%, and the premature death rate from major chronic diseases has decreased to 15.0%, indicating a continuous improvement in public health [5][8] - The shift from a disease-centered approach to a health-centered philosophy is reducing medical burdens and enhancing the enjoyment of physical activity among the population [5][8] Group 3 - The deep integration of national fitness and health initiatives is fostering a stronger and healthier populace, with sports becoming a vital part of education and family bonding [6][7] - Major sporting events and community engagement are generating significant public interest and participation, reflecting a robust enthusiasm for fitness and sports culture [7] - The construction of sports parks and the establishment of a "15-minute fitness circle" are part of efforts to enhance public fitness services, catering to the needs of the community [8]

Market Overview - The automotive parts sector increased by 1.59% on August 5, with Huami New Materials leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Top Gainers in Automotive Parts Sector - Huami New Materials (Code: 836247) closed at 23.73, up 12.41% with a trading volume of 192,200 shares and a transaction value of 450 million yuan [1] - Jiezhong Technology (Code: 873690) closed at 28.89, up 11.12% with a trading volume of 97,300 shares and a transaction value of 292 million yuan [1] - Shenda Co., Ltd. (Code: 600626) closed at 4.46, up 10.12% with a trading volume of 290,600 shares and a transaction value of 127 million yuan [1] Fund Flow Analysis - The automotive parts sector saw a net inflow of 884 million yuan from institutional investors, while retail investors experienced a net inflow of 28.08 million yuan [2][3] - Major stocks like Hunan Tianyan (Code: 600698) had a net inflow of 404 million yuan from institutional investors, but a net outflow of 210 million yuan from retail investors [3] Notable Decliners - Redik (Code: 300652) closed at 61.42, down 3.97% with a trading volume of 64,700 shares and a transaction value of 402 million yuan [2] - Fosa Technology (Code: 301529) closed at 68.88, down 2.03% with a trading volume of 61,600 shares and a transaction value of 428 million yuan [2]

Group 1: New Coordinates (603040) - The company expects overseas revenue to account for 43.17% of total revenue in 2024, with growth driven by the expansion of domestic self-owned brand customers [1] - Over 90% of the company's clients are automotive manufacturers, covering both domestic and international passenger and commercial vehicle markets [1] - The company is a high-tech enterprise with full industry chain R&D capabilities, focusing on high precision and material utilization in cold forming technology [1] - The company is actively expanding its customer base and market share while enhancing communication with overseas clients [1] - The company is addressing annual decline issues through improved internal control and on-site management [1] - Collaboration with Zhejiang Tuoman Intelligent Technology Co., Ltd. and Mr. Sun Lishong is ongoing, with related products currently in the R&D stage [1] Group 2: Weili Medical (603309) - The company reported that production costs at overseas factories are slightly higher than those in China, but savings in customer shipping and storage costs are expected to keep gross margins stable [2] - The gross margin for urology products exceeds 70%, driven by domestic brand effects and revenue growth from import substitution and overseas market expansion [2] - Since 2023, the company has intensified its efforts to export urology products, achieving significant results with sustained high growth in external sales over the past two years [2] - The company's production capacity is concentrated in five cities, with plans to establish factories in Indonesia and Mexico to mitigate geopolitical risks and enhance automation levels [2]

Group 1 - The core viewpoint of the news is that Chang'an Fund has conducted research on a listed company, New Coordinates, which is expected to see significant growth in overseas revenue and has set ambitious targets for 2025 [1] - In 2024, overseas revenue is projected to account for 43.17% of the company's total revenue, with growth driven primarily by the expansion of domestic independent brand customers [1] - The company has over 90% of its clients in the automotive sector, covering both domestic and international markets for passenger and commercial vehicles [1] Group 2 - Chang'an Fund was established in 2011 and currently manages a total asset size of 14.449 billion yuan, ranking 132 out of 210 in the industry [2] - The fund's non-monetary public fund asset size is 9.15 billion yuan, ranking 124 out of 210 [2] - The best-performing public fund product in the past year is Chang'an Xinxing Mixed A, with a latest net value of 2.32 and a growth of 57.67% over the past year [2]

Group 1: New Coordinates - The company expects overseas revenue to account for 43.17% of total revenue in 2024, with growth driven by domestic brand customer development [1] - Over 90% of the company's clients are automotive manufacturers, covering both domestic and international passenger and commercial vehicle markets [1] - The company is a high-tech enterprise with full industry chain R&D capabilities, focusing on high precision and material utilization in cold forming technology [1] - The company is actively expanding its customer base and market share while enhancing communication with overseas clients [1] - The company is addressing annual decline issues through improved internal controls and on-site management [1] - The company is collaborating with Zhejiang Tuoman Intelligent Technology Co., Ltd. and Mr. Sun Lishong on products currently in the R&D stage [1] Group 2: JinkoSolar - JinkoSolar aims to address the intense competition in the photovoltaic industry by strictly controlling new capacity and guiding prices back to rational levels while promoting cutting-edge technology innovation [2] - The company has made significant progress in upgrading high-power products, with partial deliveries of products over 640W expected in Q3, and a majority of orders transitioning to these products next year [2] - The company anticipates that TOPCon capacity will reach 670W next year, with a potential to achieve 680-700W in the next 2-3 years, and battery mass production efficiency is expected to exceed 28% [2] - The global photovoltaic market demand remains stable in the second half of the year, with a return to normal demand in the Chinese market and rapid growth in emerging overseas markets [2] - The company's production schedule for Q3 is expected to remain stable, benefiting from rapid growth in emerging markets such as the Indo-Pacific and Middle East Africa [2]

Group 1: New Coordinates - The company expects overseas revenue to account for 43.17% of total revenue in 2024, with growth driven by the expansion of domestic self-owned brand customers [1] - Over 90% of the company's clients are automotive manufacturers, covering both domestic and international passenger and commercial vehicle markets [1] - The company is a high-tech enterprise with full industry chain R&D capabilities, focusing on high precision and material utilization in cold forming technology [1] - The company is actively expanding its customer base and market share while enhancing communication with overseas clients [1] - The company is addressing annual decline issues through improved internal control and on-site management [1] Group 2: JinkoSolar - JinkoSolar aims to address the intense competition in the photovoltaic industry by strictly controlling new capacity and guiding prices back to rational levels [2] - The company has made significant progress in upgrading high-power products, with partial deliveries of products over 640W expected in Q3, and a majority of orders transitioning to these products next year [2] - The company anticipates that TOPCon capacity will reach 670W next year, with potential to achieve 680-700W in the next 2-3 years, and aims for battery mass production efficiency to exceed 28% [2] - The global photovoltaic market demand remains stable, with a return to normal demand in China and rapid growth in emerging overseas markets [2] - The company's overall production in Q3 is expected to remain stable, benefiting from the rapid growth in emerging markets such as the Indo-Pacific and Middle East Africa [2]

Group 1: Defu Technology - Defu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil [1] - Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual capacity of 16,800 tons [1] - Defu Technology's electrolytic copper foil capacity has increased to 191,000 tons per year, making it the largest globally, and aims to enhance profitability through technology resource integration [1] - The company plans to invest 183 million yuan in R&D in 2024, resulting in 17 new invention patents [1] Group 2: New Coordinates - In 2024, overseas revenue accounts for 43.17% of New Coordinates' total revenue, with growth driven by domestic brand customer development [2] - The company serves over 90% of its clients in the automotive sector, covering both passenger and commercial vehicle markets [2] - New Coordinates is a high-tech enterprise with full-chain R&D capabilities, focusing on high precision and material utilization in cold forming technology [2] - The company is addressing annual decline issues through improved internal controls and enhanced on-site management [2] Group 3: Hengshuai Co., Ltd. - Hengshuai Co., Ltd. highlighted the advantages of its harmonic magnetic field motor technology, including lightweight design and cost optimization [3] - The company provides customized solutions in the humanoid robot sector, which is expected to be a significant growth area [3] - The traditional cleaning business lacks disruptive innovation but has seen successful applications in advanced autonomous driving scenarios [3] - The company has sufficient land and factory space, with intelligent production lines that can shorten capacity expansion cycles [3]