证券代码：603551 证券简称：奥普科技 公告编号：2025-048 本次变更日期为 2025 年 8 月 5 日，变更前后公司股本结构情况如下： | 证券类别 | 变更前股份数量 | 本次股份变动数量 | 变更后股份数量 | | --- | --- | --- | --- | | | （股） | （股） | （股） | | 无限售条件流通股 | 389,878,650 | -4,970,000 | 384,908,650 | | 有限售条件流通股 | 280,000 | 4,970,000 | 5,250,000 | | 合计 | 390,158,650 | 0 | 390,158,650 | 特此公告。 首次授予的进展公告 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。 根据奥普智能科技股份有限公司（以下简称"公司"） 2025 年第二次临时股 东大会的授权，公司于 2025 年 7 月 14 日召开了第三届董事会第二十次会议、 第三届监事会第十七次会议，审议通过了《关于向激励对象首次授予限制性股票 的议案》，同意 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300911 亿田智能 | | 2428.81万 | 13.04% | -310.36万 | -1.67% | -2118.45万 | -11.38% | | 603551 | 奥普科技 | 336.80万 | 9.24% | -368.21万 | -10.10% | 31.40万 | 0.86% | | 002035 华帝股份 | | -11.11万 | -0.19% | 477.23万 | 8.16% | -466.13万 | -7.97% | | 300894 | 火星人 | -22.94万 | -0.31% | -209.78万 | -2.81% | 232.73万 | 3.12% | | 002677 浙江美大 | | -57.11万 | -2.85% | -86.14万 | -4.30% | 143.25万 | 7.15% | | 002543 万和电气 | ...

从资金流向上来看，当日厨卫电器板块主力资金净流出1273.37万元，游资资金净流出276.66万元，散户 资金净流入1550.03万元。厨卫电器板块个股资金流向见下表： 证券之星消息，8月1日厨卫电器板块较上一交易日上涨0.46%，奥普科技领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。厨卫电器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) | | --- | --- | --- | --- | --- | --- | | 603551 | 奥普科技 | 11.24 | 2.00% | 2.29万 | 2563.79万 | | 002677 | 浙江美大 | 6.96 | 0.87% | 3.64万 | 2527.34万 | | 002508 | 老板电器 | 19.24 | 0.84% | 4.66万 | 8929.46万 | | 300894 | 火星人 | 14.24 | 0.56% | 7.45万 ﻞ | 1.06亿 | | 002543 | 万和电气 | 11.73 | 0.34% | 3 ...

证券之星消息，7月31日厨卫电器板块较上一交易日下跌2.01%，帅丰电器领跌。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%。厨卫电器板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002677 | 浙江美大 | > 259.23万 | 4.59% | 97.61万 | 1.73% | -356.84万 | -6.32% | | 002543 万和电气 | | -111.44万 | -2.09% | -128.83万 | -2.42% | 240.26万 | 4.51% | | 603551 | 奥普科技 | -164.48万 | -8.30% | 93.36万 | 4.71% | 71.11万 | 3.59% | | 603366 日出东方 | | -1235.45万 | -12.81% | 477.76万 | 4.95% | 757.70 ...

Core Viewpoint - The kitchen and bathroom appliance sector experienced a slight increase of 0.15% on July 29, with Mars Man leading the gains. The Shanghai Composite Index rose by 0.33%, while the Shenzhen Component Index increased by 0.64% [1][2]. Group 1: Market Performance - The closing price of Mars Man was 14.88, with a rise of 2.34% and a trading volume of 174,800 shares, amounting to a transaction value of 258 million yuan [1]. - Yitian Intelligent closed at 52.90, up by 1.83%, with a trading volume of 54,000 shares and a transaction value of 285 million yuan [1]. - Wanhe Electric's closing price remained unchanged at 11.82, with a trading volume of 48,500 shares and a transaction value of 56.67 million yuan [1]. - Other companies such as Laixue Co., Sunrise Oriental, and Boss Electric showed slight declines in their stock prices [1]. Group 2: Capital Flow - The kitchen and bathroom appliance sector saw a net outflow of 31.14 million yuan from institutional investors and a net outflow of 7.46 million yuan from retail investors, while individual investors contributed a net inflow of 38.61 million yuan [2].

证券代码：603551 证券简称：奥普科技 公告编号：2025-047 奥普智能科技股份有限公司 关于公司完成工商变更登记并换发营业执照的公告 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。 奥普智能科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 25 日、 5 月 16 日召开第三届董事会第十八次会议、2024 年年度股东大会审议通过《关 于减少注册资本及修订<公司章程>的议案》。具体内容详见公司披露于上海证 券交易所网站(www.sse.com.cn)的相关公告。 公司根据股东大会授权及浙江省市场监督管理局的核准要求，已完成工商变 更登记相关手续，并于近日取得浙江省市场监督管理局换发的《营业执照》，变 更后具体登记信息如下： 四、类 型：股份有限公司（港澳台投资、上市） 五、成立日期：2004 年 09 月 09 日 六、法定代表人：Fang James 七、住 所：浙江省杭州经济技术开发区 21 号大街 210 号 八、经营范围：一般项目：智能控制系统集成；家用电器研发；家用电器 制造；家用电器销售；家 ...

Investment Rating - The report maintains an "Accumulate" rating for the construction materials industry [1] Core Views - The construction materials sector is expected to benefit from increased fixed asset investments to stabilize economic expectations, particularly with the launch of major hydropower projects [3][4] - The cement market is experiencing a slight price decline, but overall demand is stabilizing, with an average shipment rate of 46% [11][17] - The report highlights the potential for recovery in valuations for leading companies in the sector due to improved supply-demand dynamics and ongoing industry consolidation [4][12] Summary by Sections 1. Sector Overview - The construction materials sector saw a slight decline of 0.23% in the past week, underperforming the broader market indices [3] - The report emphasizes the importance of government policies aimed at stabilizing the economy and boosting demand in the construction materials sector [3][4] 2. Bulk Construction Materials Fundamentals and High-Frequency Data 2.1 Cement - The national average price for high-standard cement is 343.8 yuan/ton, down 3.3 yuan from last week and down 46.2 yuan from the same period last year [18][19] - The average cement inventory level is 65.8%, with a shipment rate of 45.9%, reflecting a slight increase in demand [27] - The report anticipates that the industry's profit center will be better than last year due to enhanced self-discipline among leading companies [4][11] 2.2 Glass Fiber - The report notes a clear trend towards upgrading electronic glass fiber products, with high-end products expected to see increased market penetration [12] - The profitability of ordinary glass fiber remains resilient, supported by growth in domestic demand from sectors like wind power and thermoplastics [12] - Leading companies are expected to benefit from improved product structures and market conditions, with recommendations for companies like Zhongcai Technology and Honghe Technology [12][13] 2.3 Glass - The glass industry is expected to see a supply-side contraction, which may improve the short-term supply-demand balance [13] - The report suggests that leading companies in the float glass sector will benefit from resource advantages and potential excess profit opportunities [13] 2.4 Renovation and Building Materials - The report highlights the positive impact of government policies on domestic demand for renovation materials, with expectations for continued growth in consumer confidence [14] - Recommendations include companies that are well-positioned to benefit from these trends, such as Beixin Building Materials and Arrow Home [14][15] 3. Industry Dynamics Tracking - The report discusses the ongoing policy environment and its implications for the construction materials sector, emphasizing the need for companies to adapt to changing market conditions [4][14] - The report also tracks the performance of various companies within the sector, providing insights into their financial metrics and market positioning [15][16]

Core Viewpoint - The article highlights the increasing trend of cash dividends among listed companies in China, driven by regulatory encouragement and a focus on shareholder returns, with a record total cash dividend of over 2.3 trillion yuan expected in 2024 [1][2]. Group 1: Regulatory Environment - The China Securities Regulatory Commission revised guidelines at the end of 2023 to encourage companies to increase the frequency and level of cash dividends [1]. - The "National Nine Articles" introduced in April 2024 emphasizes the stability, continuity, and predictability of dividends, promoting multiple distributions within a year [1]. Group 2: Company Performance - A total of 13 stocks have maintained a dividend payout ratio exceeding 70% for three consecutive years, with cumulative dividends exceeding 300% of net profits [1]. - Yutong Bus has the highest cumulative dividend payout ratio at 396.98%, distributing over 8.8 billion yuan from nearly 6.7 billion yuan in net profits over three years [1]. Group 3: Recognition and Market Performance - Jinhui Co., Ltd. received the "China Listed Company Investor Relations Shareholder Return Tianma Award" for its commitment to shareholder returns, having distributed over 1.434 billion yuan in cash dividends since its A-share market debut in 2022 [2]. - Jinhui's stock has seen a year-to-date increase of nearly 15%, leading the market in performance [2]. Group 4: Future Dividend Plans - Aoputech has announced a dividend plan to distribute at least 50% of its distributable profits in cash annually over the next three years [3]. - Jinhui plans to distribute at least 30% of its distributable profits in cash annually from 2025 to 2027 [3]. Group 5: High Dividend Stocks Performance - The article lists several high-dividend stocks with significant annual returns, including: - Jinhui Co., Ltd. with a one-year cumulative return of 333.46% and a dividend rate of 79.97% for 2024 [4]. - Aoputech with a one-year cumulative return of 327.33% and a dividend rate of 108.75% for 2024 [4]. - Yutong Bus with a cumulative return of 396.98% and a dividend rate of 80.68% for 2024 [4].

Core Viewpoint - The company conducted a self-examination regarding insider trading related to its 2025 restricted stock incentive plan, confirming that no insider trading occurred during the specified period [1][2][3]. Group 1: Insider Trading Examination - The company adhered to relevant laws and regulations, implementing necessary confidentiality measures for the 2025 restricted stock incentive plan [2]. - A self-examination was conducted on the trading activities of insider information holders within six months prior to the public disclosure of the incentive plan [2][3]. - Only one individual, the general manager, engaged in stock trading during the examination period, but it was determined that this trading was based on market conditions and not insider information [3]. Group 2: Compliance and Conclusion - The company established a management system for insider information in accordance with legal requirements [3]. - The examination concluded that there were no instances of insider information being used for trading, ensuring no improper gains were made [3]. - The findings were documented and made available for review [3].

Core Viewpoint - The company has approved the grant of 4.97 million restricted stocks to 17 incentive objects at a price of 5.30 yuan per share, effective from July 14, 2025, as part of its 2025 restricted stock incentive plan [1][9]. Group 1: Grant Details - The total number of restricted stocks granted is 4.97 million shares [1][9]. - The grant price for the restricted stocks is set at 5.30 yuan per share [1][9]. - The plan has undergone necessary decision-making procedures and legal opinions have been obtained [2][11]. Group 2: Conditions for Granting - The incentive objects must meet specific conditions outlined in the company's stock incentive management regulations [3][4]. - The board has confirmed that neither the company nor the incentive objects fall under any disqualifying conditions [4][9]. Group 3: Vesting Schedule - The vesting period for the restricted stocks is set for a maximum of 60 months, with a 12-month lock-up period for the first tranche [5][6]. - The release of restrictions will occur in three tranches: 33.33% after 12 months, 33.33% after 24 months, and 33.34% after 36 months [5][6]. Group 4: Performance Assessment - The performance assessment for the incentive plan will be conducted annually from 2025 to 2027, with specific revenue and profit targets set for each year [7]. - If the company fails to meet the performance targets, the restricted stocks will be repurchased by the company [7]. Group 5: Financial Impact - The stock incentive plan is expected to impact the company's financial statements, with costs amortized over the vesting period [10][11]. - The plan aims to enhance employee cohesion and operational efficiency, potentially leading to improved business performance [11].