证券代码：603192 证券简称：汇得科技 公告编号：2025-054 上海汇得科技股份有限公司 本公司董事会及全体董事保证本公告内容真实、准确、完整，并确认不存在虚假 记载、误导性陈述或重大遗漏，并承担相应的法律责任。 上海汇得科技股份有限公司（以下简称"公司"或"汇得科技"）于 2025 年 09 月 02 日收到上海证券交易所（以下简称"上交所"）出具的《关于上海汇得科技股份 有限公司向特定对象发行股票申请文件的审核问询函》（上证上审（再融资）〔2025〕 264 号）（以下简称"《审核问询函》"），上交所审核机构对公司向特定对象发行股 票申请文件进行了审核，并提出了问询问题。 公司收到《审核问询函》后，按照要求会同相关中介机构就《审核问询函》提出的 问题进行了认真研究和逐项落实，现根据相关要求对《审核问询函》回复进行公开披露， 具体内容详见公司同日在上交所网站（www.see.com.cn）上披露的《关于汇得科技 2025 年度向特定对象发行 A 股股票审核问询函的回复》等相关文件。 公司 2025 年度向特定对象发行 A 股股票事项尚需经上交所审核通过，并获得中国 证券监督管理委员会（以下简称"中国 ...

Core Points - The company announced the first unlock of restricted stock under the 2024 incentive plan, allowing 739,800 shares to be listed for trading on November 24, 2025 [2][12] - A total of 113 eligible participants will benefit from this unlock, representing approximately 0.52% of the company's total share capital [12][16] - The board of directors confirmed that the conditions for the first unlock period have been met, following the approval of the relevant proposals in previous board and shareholder meetings [16][17] Summary of Relevant Sections Incentive Plan Approval and Implementation - The incentive plan was approved through a series of board meetings and a temporary shareholders' meeting held in September 2024 [3][4][5] - The initial grant of restricted stock was registered on November 22, 2024, with a total of 2.487 million shares granted to 114 participants [5][11] Unlock Conditions and Procedures - The first unlock period for the restricted stock will end on November 21, 2025, with trading commencing on November 24, 2025 [11][12] - The board confirmed that the unlock conditions specified in the incentive plan have been satisfied, allowing the eligible participants to apply for the unlock of their shares [10][12] Stock Structure and Trading Restrictions - The total number of shares to be unlocked is 739,800, with specific trading restrictions for directors and senior management outlined in the company's regulations [12][13] - The company will ensure compliance with relevant laws and regulations regarding the transfer of shares by directors and senior management [13]

Core Points - The announcement from Huide Technology indicates that the stock listing type is for equity incentive shares [2] - The method of stock subscription is offline, with a total of 739,800 shares listed [2] - The total number of shares available for circulation is also 739,800, with the circulation date set for November 24, 2025 [2]

Group 1 - The core point of the article is that Huide Technology (SH 603192) announced the convening of its fourth board meeting on November 17, 2025, to discuss the conditions for the first unlock period of the 2024 restricted stock incentive plan [1] - For the fiscal year 2024, Huide Technology's revenue composition is as follows: polyurethane accounts for 92.31%, other businesses account for 4.42%, and new energy components account for 3.27% [1] - As of the time of reporting, Huide Technology has a market capitalization of 3.5 billion yuan [1]

证券代码：603192 证券简称：汇得科技 公告编号：2025-053 上海汇得科技股份有限公司 关于 2024 年限制性股票激励计划首次授予部分第一个 解除限售期解除限售条件成就暨上市流通的公告 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： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 739,800股。 本次股票上市流通总数为739,800股。 本次股票上市流通日期为2025 年 11 月 24 日。 上海汇得科技股份有限公司（以下简称"公司"）于 2025 年 11 月 17 日召开 了第四届董事会第六次会议，会议审议通过了《关于公司 2024 年限制性股票激励 计划首次授予部分第一个解除限售期解除限售条件成就的议案》，根据《上市公司 股权激励管理办法》《公司 2024 年限制性股票激励计划》（以下简称"本次激励计 划"或"本激励计划"）的相关规定及公司 2024 年第一次临时股东大会的授权， 公司 2024 年限制性股票激励计划第一个解除限售期解除限售条件已成就，公司董 事会同 ...

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 关于上海汇得科技股份有限公司 2024 年限制性股票激励计划首次授予部分 第一个解除限售期解除限售条件成就的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 上海市锦天城律师事务所 关于上海汇得科技股份有限公司 2024 年限制性股票激励计划首次授予部分 第一个解除限售期解除限售条件成就的法律意见书 致：上海汇得科技股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受上海汇得科技股份有限 公司（以下简称"公司"）的委托，作为公司 2024 年限制性股票激励计划（以下 简称"本次激励计划"）的特聘专项法律顾问。 本所律师根据《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"）《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《上海证券交易所上市公司自律监管指南第 2 号——业务办理》及其他有 关法律、法规和规范 ...

上海汇得科技股份有限公司 第四届董事会第六次会议决议公告 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个别及连带责任。 证券代码：603192 证券简称：汇得科技 公告编号：2025-052 根据《上市公司股权激励管理办法》《2024 年限制性股票激励计划》的相关规定以 及公司 2024 年第一次临时股东大会的授权，公司 2024 年限制性股票激励计划第一个解 除限售期解除限售条件已成就，公司董事会同意为符合条件的 113 名激励对象办理限制 性股票第一个解除限售期解除限售的相关手续，本次解除限售的限制性股票合计 73.98 万股，约占目前公司总股本的 0.52%。 本议案已经公司董事会薪酬与考核委员会审议通过。 表决结果：同意 5 票，反对 0 票，弃权 0 票。董事钱洪祥先生为本次股权激励对象， 对本议案回避表决。 具体内容详见公司同日于指定媒体披露的《关于 2024 年限制性股票激励计划首次 授予部分第一个解除限售期解除限售条件成就暨上市流通的公告》（公告编号： 2025-053）。 特此公告。 上海汇得科技股份有限公司 董事会 ...

Market Overview - A-shares indices experienced an overall increase during the week of November 3 to November 7, with the Shanghai Composite Index closing at 3997.56 points, up 1.08% for the week [2] - Approximately 55% of stocks saw gains, with 144 stocks rising over 15% and 22 stocks declining over 15% [2] Leading Stocks - Zhongneng Electric (300062.SZ) led the weekly gainers with a remarkable increase of 78.37%, while Huasheng Lithium (688353.SH) followed with a 61.16% rise [2][3] - The top ten stocks on the bull list all recorded weekly gains exceeding 45% [2] Industry Insights - The electric grid equipment sector has shown significant activity, with Zhongneng Electric being a key player in this industry, focusing on power technology research and smart power distribution equipment [3] - The State Grid Corporation of China completed fixed asset investments exceeding 420 billion yuan from January to September, marking an 8.1% year-on-year increase [5] - The total investment by the State Grid is expected to surpass 650 billion yuan for the year, indicating a peak in equipment bidding for ultra-high voltage projects [6] Company Performance - Zhongneng Electric reported a total revenue of 957 million yuan for the first three quarters of 2025, a decrease of 4.3% year-on-year, but net profit increased by 223.05% to 5.11 million yuan [7] - The company experienced a significant quarterly revenue increase of 108.48% in Q3 2025, with net profit rising by 159.64% [7] Declining Stocks - Huide Technology (603192.SH) was the worst performer, with a weekly decline of 24.78%, and it faced consecutive trading halts [9][10] - The company reported a total revenue of 1.891 billion yuan for the first three quarters of 2025, down 9.87% year-on-year, while net profit saw a slight increase of 0.17% [10] Strategic Partnerships - Huide Technology announced a strategic partnership with Novoloop to expand the production scale of thermoplastic polyurethane, establishing a long-term cooperation framework [11]

Investment Rating - The report maintains an "Outperform" rating for the chemical industry [3] Core Views - The macroeconomic data indicates a decline in the PMI to 49.0%, a decrease of 0.8 percentage points from the previous month. The main raw material purchasing price index also decreased by 0.7 percentage points [5][27] - The report highlights the need for the chemical industry to focus on high-end, green, intelligent, and circular development as emphasized in the recent policy recommendations from the Communist Party of China [5][51] - Investment strategies suggest focusing on sectors such as coal chemical, fluorochemical, phosphate and phosphorus chemical, and potassium fertilizer [5][61] Summary by Sections Macroeconomic Data - The October PMI is at 49.0%, down 0.8 percentage points from last month. The main raw material purchasing price index is at 52.5%, down 0.7 percentage points [27] - The PPI for September shows a year-on-year decline of 2.3%, with the decline narrowing by 0.6 percentage points from the previous month [5][27] - Fixed asset investment in the chemical raw materials and chemical products manufacturing sector saw a year-on-year decline of 5.6% in September, widening from the previous month [27] Downstream Industry Performance - In September, the export value of textile yarns and fabrics increased by 6.4% year-on-year, while the export value of household appliances decreased by 9.6% [42] - The production of new energy vehicles decreased by 2.4% year-on-year, while automobile production increased by 3.2% [42] Investment Recommendations - The report suggests focusing on the SW coal chemical, SW fluorochemical, SW phosphate and phosphorus chemical, and SW potassium fertilizer sectors for potential investment opportunities [61][62] - Recommended ETF: Penghua CSI Sub-Sector Chemical Industry Theme ETF (159870.SZ) [62]

New Stock Listings - Daming Electronics (603376) listed at an issue price of 12.55 on November 6, 2025[1] - Haixia Innovation (300300) and Jiangbolong (301308) reported severe abnormal fluctuations on November 4, 2025[1] - Several companies including Xiangnan Xinchuan (300475) and Lansi Heavy Industry (603169) also reported abnormal fluctuations in late October[1] Abnormal Fluctuations - ST Bosen (002569) reported a fluctuation of 5939 on November 5, 2025[2] - Hailu Heavy Industry (002255) experienced a fluctuation of 5812 on November 5, 2025[2] - ST Aowei (002231) had a fluctuation of 5668 on November 5, 2025[2] - Rongke Technology (300290) reported a fluctuation of 4706 on November 3, 2025[2] - ST Xiongmao (600599) had a fluctuation of 5001 on November 4, 2025[2]