Group 1 - The company announced an adjustment to the reserved grant price for its 2025 restricted stock incentive plan, setting the new price at 19.38 yuan per share [2] - This adjustment follows the completion of the company's 2025 semi-annual equity distribution [2] - The decision was made during the second meeting of the sixth board of directors held on September 12, 2025, and is in accordance with the provisions of the draft of the 2025 restricted stock incentive plan and the authorization from the first extraordinary general meeting of shareholders in 2025 [2]

Group 1 - The core point of the article is that Aima Technology announced a stock incentive plan, which includes the allocation of restricted stock to two eligible recipients [2] - The board meeting held on September 12, 2025, approved the proposal for the stock incentive plan [2] - A total of 80,000 shares will be granted at a price of 19.38 yuan per share [2]

Core Viewpoint - The implementation of the new national standard for electric bicycles (GB 17761-2024) has significantly impacted consumer behavior and the market dynamics, leading to a surge in demand for old standard models while creating challenges for manufacturers of new standard models [3][10][15]. Market Dynamics - There has been a noticeable increase in foot traffic at stores selling electric bicycles, particularly brands like Aima, Tailg, and Yadea, as consumers rush to exchange their old models for new ones before the new regulations take full effect [1][10]. - The new regulations impose strict limitations, including a maximum speed of 25 km/h, which has caused anxiety among consumers and manufacturers alike [4][8]. - The old standard models have seen a price increase and heightened demand, contrary to expectations that they would phase out [11][15]. Regulatory Changes - The new regulations aim to eliminate the "gray growth" of electric bicycles over the past two decades, introducing stringent safety measures and technological requirements [4][7]. - Key features of the new regulations include a speed limit that, if exceeded, will cut off power to the vehicle, and the requirement for built-in GPS modules to prevent speed tampering [5][6]. Consumer Behavior - Consumers are exhibiting a "last-minute rush" mentality to purchase old standard models due to fears of future unavailability [10][11]. - Social media discussions around identifying old standard models and high demand for them indicate a shift in consumer focus towards these models [13]. Manufacturer Challenges - Major brands like Tailg, Yadea, and Aima face a dilemma as the popularity of old standard models complicates their transition to new standard models, which are currently not selling well [15][24]. - Manufacturers are concerned about the potential for product stagnation if they rush to produce new standard models without addressing consumer hesitance [15][24]. Strategic Adjustments - Companies are exploring alternative selling points to attract consumers, such as enhancing the smart features of their electric bicycles and focusing on aesthetics to appeal to younger demographics [16][19]. - Safety features are being emphasized as a core selling point, with brands investing in improved braking systems and battery management technologies [20][24]. Future Outlook - The transition to the new standard is expected to be a prolonged and challenging process, with ongoing tensions between regulatory demands, consumer preferences, and manufacturer capabilities [24].

Group 1 - The core point of the article is that Aima Technology (SH 603529) announced a board meeting to discuss adjustments to its 2025 restricted stock incentive plan, indicating strategic financial management [1] - Aima Technology's revenue composition for the year 2024 is heavily reliant on the manufacturing of railway, shipping, aerospace, and other transportation equipment, which accounts for 98.8% of its total revenue, while other businesses contribute only 1.2% [1] - As of the report, Aima Technology has a market capitalization of 30.1 billion yuan [1]

Market Overview - On September 12, the motorcycle and other sectors rose by 0.11% compared to the previous trading day, with Chuanfeng Power leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - The following stocks in the motorcycle and other sectors experienced notable price changes: - Ximu Co., Ltd. (603787) closed at 12.78, down 2.59% with a trading volume of 59,800 shares and a turnover of 76.74 million yuan - Qianjiang Motorcycle (000913) closed at 17.99, down 2.23% with a trading volume of 101,300 shares and a turnover of 184 million yuan - Linhai Co., Ltd. (6600099) closed at 10.96, down 1.53% with a trading volume of 23,500 shares and a turnover of 25.93 million yuan [1] Capital Flow - The motorcycle and other sectors saw a net inflow of 62.55 million yuan from main funds, while retail investors experienced a net outflow of 138 million yuan [1] - The following stocks had significant capital flows: - Chuanfeng Power (603129) had a main fund net inflow of 97.02 million yuan, accounting for 12.18% of its total [2] - Qianjiang Motorcycle (000913) had a main fund net inflow of 13.38 million yuan, accounting for 5.00% of its total [2] - Aima Technology (603529) had a main fund net inflow of 6.64 million yuan, accounting for 2.73% of its total [2]

鉴于公司 2025 年半年度权益分派实施完毕，按照《公司 2025 年限制性股票 激励计划（草案）》规定，根据公司 2025 年第一次临时股东大会的授权，公司拟 将预留授予价格由 20.01 元/股调整为 19.38 元/股。 本议案关联董事李琰回避表决，由出席会议的非关联董事进行表决。 | 证券代码：603529 | 证券简称：爱玛科技 | 公告编号：2025-074 | | --- | --- | --- | | 转债代码：113666 | 转债简称：爱玛转债 | | 爱玛科技集团股份有限公司 第六届董事会第二次会议决议公告 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。 爱玛科技集团股份有限公司（以下简称"公司"）第六届董事会第二次会议 于 2025 年 9 月 12 日以通讯方式召开，会议通知已于 2025 年 9 月 9 日以书面及 电子邮件方式发出。公司董事共 9 人，参会董事 9 人，会议由公司董事长张剑先 生主持。会议召开符合《公司法》和《公司章程》的规定。与会董事一致通过如 下决议： 一、审议通过了《关于调整 ...

爱玛科技集团股份有限公司 2025 年限制性股票激励计划预留授予部分激励对象名单 （预留授予日） | 序号 | 姓名 | 职务 | | --- | --- | --- | | 1 | 徐鹏 | 中高层管理人员 | 爱玛科技集团股份有限公司董事会 2025 年 9 月 12 日 注：1、公司全部在有效期内的股权激励计划所涉及的标的股票总数累计未超过公司股 本总额的 10%。本激励计划中任何一名激励对象通过全部在有效期内的股权激励计划获授的 本公司股票累计未超过公司股本总额的 1%。 2、鉴于公司发行的可转换公司债券正处于转股期，公司股本总额可能存在变动，上表 所涉及的公司股本总额以 2025 年 9 月 11 日公司股本总额 869,047,956 股进行测算。 3、本激励计划拟授予激励对象不包括独立董事、监事及单独或合计持有公司 5%以上股 份的股东或实际控制人及其配偶、父母、子女。 4、上表中部分合计数与各明细数直接相加之和在尾数上如有差异，是由于四舍五入所 造成 二、 其他中高层管理人员、核心技术（业务）人员 一、 总体情况 | 序号 | 姓名 | | 职务 | 拟获授的限 制性股票数 | 占本激励计划 ...

爱玛科技集团股份有限公司董事会薪酬与考核委员会 关于公司 2025 年限制性股票激励计划激励对象名单的核查 意见（截至预留授予日） 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股权 激励管理办法》（以下简称《管理办法》）以及《公司章程》等有关法律法规及 规范性文件的规定，爱玛科技集团股份有限公司（以下简称"公司"）董事会薪 酬与考核委员会对爱玛科技集团股份有限公司 2025 年限制性股票激励计划预留 授予部分激励对象名单（截至预留授予日）进行了核查。现发表核查意见如下： 1、本次激励计划预留授予部分的激励对象具备《公司法》等法律、法规及 规范性文件和《公司章程》规定的任职资格，符合《管理办法》规定的激励对象 条件，符合《爱玛科技集团股份有限公司 2025 年限制性股票激励计划（草案）》 规定的激励对象范围，其作为公司本次激励计划激励对象的主体资格合法、有效。 3、本次激励计划预留授予部分涉及的激励对象为董事、高级管理人员、中 高层管理人员及核心技术（业务）人员，不包括公司独立董事、监事、单独或合 计持有公司 5%以上股份的股东或实际控制人及其配偶、父母、子女。 综上，董事会薪酬与考核委员会同 ...

| 证券代码：603529 | 证券简称：爱玛科技 | 公告编号：2025-075 | | --- | --- | --- | | 转债代码：113666 | 转债简称：爱玛转债 | | 一、本次股权激励计划已履行的相关审批程序 （一）2025 年 5 月 23 日，公司召开的第五届董事会第三十二次会议，审议 通过了《关于<公司 2025 年限制性股票激励计划（草案）>及其摘要的议案》《关 于<公司 2025 年限制性股票激励计划实施考核管理办法>的议案》及《关于提请 股东大会授权董事会办理股权激励相关事宜的议案》。同日，公司召开第五届监 事会第二十六次会议，审议通过了《关于<公司 2025 年限制性股票激励计划（草 案）>及其摘要的议案》《关于<公司 2025 年限制性股票激励计划实施考核管理 办法>的议案》及《关于核查<公司 2025 年限制性股票激励计划首次授予部分激 励对象名单>的议案》，公司监事会、董事会薪酬与考核委员会对本次激励计划 可行性、有利于公司的持续发展，不存在明显损害公司及全体股东利益的情形等 发表意见。 （二）2025 年 5 月 24 日至 2025 年 6 月 2 日，公司对首次授 ...

一、本激励计划权益授予情况 （一）已履行的决策程序和信息披露情况 1、2025 年 5 月 23 日，公司召开的第五届董事会第三十二次会议，审议通 过了《关于<公司 2025 年限制性股票激励计划（草案）>及其摘要的议案》《关 | 证券代码：603529 | 证券简称：爱玛科技 | 公告编号：2025-076 | | --- | --- | --- | | 转债代码：113666 | 转债简称：爱玛转债 | | 爱玛科技集团股份有限公司 关于向 2025 年限制性股票激励计划激励对象预留授予限制 性股票的公告 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： 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、 《公司 2025 年限制性股票激励计划（草案）》（以下简称"《激励计划（草 案）》"、"本激励计划"）的相关规定以及公司 2025 年第一次临时股东大会 授权，爱玛科技集团股份有限公司（以下简称"爱玛科技"或"公司"）董事 会认为本激励计划规定的限制性股票预留授予部分的授予条件已经成就，公司 于 ...