证券代码：603683 证券简称：晶华新材 公告编号：2025-096 上海晶华胶粘新材料股份有限公司 2024 年限制性股票与股票期权激励计划 预留授予结果公告 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： | 股权激励预留授予权益登记日 | 2025年12月29日 | | --- | --- | | 限制性股票登记数量及授予价格 | 87万股，4.15元/股 | | 股票期权登记数量及行权价格 | 88.5万份，8.38元/份 | 一、股权激励计划前期基本情况 上海晶华胶粘新材料股份有限公司（以下简称"公司"） 2024 年限制性股 票与股票期权激励计划（以下简称"本次激励计划"）方式为限制性股票（指第 一类限制性股票）与股票期权，股份来源为公司向激励对象定向发行的公司 A 股普通股股票，拟授予的股票权益数量为 935.875 万股（份），占本激励计划草 案公告时公司股本总额的 3.62%。其中，首次授予 748.70 万股（份），占本激励 计划草案公告时公司股本总额的 2.89%；预留授予 187.17 ...

Group 1 - The A-share private placement market has shown significant profitability since 2025, with 52 private equity firms investing nearly 6 billion yuan and currently holding a floating profit of over 2.7 billion yuan [1][3] - Among the 58 stocks involved in private placements, 54 are currently in a floating profit state, with 9 stocks having a floating profit ratio exceeding 100% [1][6] - The electronic industry is the most favored sector by private equity firms, with significant investments also flowing into the power equipment sector, indicating a trend of capital gathering towards technological innovation and domestic autonomy [1][4] Group 2 - In 2025, the A-share private placement market has rebounded significantly, with 158 listed companies conducting private placements, raising over 850 billion yuan, a year-on-year increase of more than 4 times [3] - The majority of private placement projects have yielded substantial floating profits, with over 40% of companies seeing their stock prices rise by more than 50% since the issuance of new shares [3][4] - Private equity firms have participated in 58 stocks across 17 primary industries, with the electronic sector receiving the highest allocation of 2.03 billion yuan, accounting for 33.98% of the total allocation [3][4] Group 3 - The electronic industry benefits from ongoing domestic autonomy and shows competitive advantages in global markets, with increased profitability and growth certainty expected in 2025 due to accelerating hardware iterations and supportive policies [4] - Private placements in the electronic sector are primarily used for capacity expansion, technological research and development, and industry chain integration, aligning with the long-term value investment philosophy of private equity firms [4][6] - Other favored sectors include power equipment and light industry manufacturing, each attracting 670 million yuan in private placement investments [4] Group 4 - Smaller private equity firms have achieved higher floating profits, with some firms reporting floating profit ratios exceeding 100%, while larger firms have adopted a more conservative investment style [7][8] - Among the 52 private equity firms involved in private placements, 50 have realized floating profits, with over 30% of firms achieving floating profit ratios above 50% [9][10] - The enthusiasm for private placements is driven by the stability of the A-share market and the advantages of discounted pricing, providing a natural safety net for private equity firms [11][12]

格隆汇12月18日丨晶华新材(603683.SH)公布，公司于2025年8月29日披露了《控股股东暨实际控制人及 其一致行动人、高级管理人员减持股份计划公告》，自公告披露之日起15个交易日后的3个月内，王树 生先生计划通过集中竞价或大宗交易等方式合计减持公司股票不超过3.76万股（占公司当时总股本 0.01%，占其直接持有股份总数的25.00%）。若减持计划实施期间公司有派息、送股、资本公积金转增 股本、配股等除权除息事项，减持股份数将进行相应调整。 截至本公告披露之日，本次减持计划期限届满，王树生先生未减持公司股份。 ...

截至本公告披露之日，本次减持计划期限届满，王树生先生未减持公司股份。 格隆汇12月18日丨晶华新材(603683.SH)公布，公司于2025年8月29日披露了《控股股东暨实际控制人及 其一致行动人、高级管理人员减持股份计划公告》，自公告披露之日起15个交易日后的3个月内，王树 生先生计划通过集中竞价或大宗交易等方式合计减持公司股票不超过3.76万股（占公司当时总股本 0.01%，占其直接持有股份总数的25.00%）。若减持计划实施期间公司有派息、送股、资本公积金转增 股本、配股等除权除息事项，减持股份数将进行相应调整。 ...

证券代码：603683 证券简称：晶华新材 公告编号：2025-095 上海晶华胶粘新材料股份有限公司 关于高级管理人员减持股份结果暨未实施减持公告 本公司董事会、全体董事及相关股东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： | 持股数量 | 150,400股 | | --- | --- | | 持股比例 | 0.05% | | 当前持股股份来源 | 股权激励取得：150,400股 | 上述减持主体无一致行动人。 二、减持计划的实施结果 高管持股的基本情况 本次减持计划实施前，上海晶华胶粘新材料股份有限公司（以下简称"公司"、 "晶华新材"）副总经理王树生先生直接持有公司股份 150,400 股，占公司当时 总股本的 0.05%。 减持计划的主要内容和实施结果情况 公司于 2025 年 8 月 29 日披露了《控股股东暨实际控制人及其一致行动 人、高级管理人员减持股份计划公告》（公告编号：2025-071），自公告披露之 日起 15 个交易日后的 3 个月内（根据中国证监会及上海证券交易所相关规定 禁止减持的期间除外），王树生先 ...

晶华新材公告，公司副总经理王树生先生计划减持公司股票不超过37600股，占公司总股本0.01%，但 截至公告披露日，减持计划期限届满，王树生先生未减持公司股份。 ...

晶华新材今年以来股价涨202.31%，近5个交易日跌5.35%，近20日涨4.80%，近60日跌12.71%。 今年以来晶华新材已经6次登上龙虎榜，最近一次登上龙虎榜为9月18日。 资料显示，上海晶华胶粘新材料股份有限公司位于上海市松江区新桥镇千帆路237弄8号楼1702、1703和 1704室，成立日期2006年4月19日，上市日期2017年10月20日，公司主营业务涉及为工业企业、手机厂 商、动力电池厂商、屏显厂商等客户提供胶黏材料、胶粘剂等产品。 12月18日，晶华新材盘中下跌2.03%，截至13:39，报27.06元/股，成交8008.78万元，换手率1.02%，总 市值78.35亿元。 资金流向方面，主力资金净流出99.03万元，特大单买入143.31万元，占比1.79%，卖出125.95万元，占 比1.57%；大单买入1353.17万元，占比16.90%，卖出1469.56万元，占比18.35%。 晶华新材所属申万行业为：基础化工-化学制品-胶黏剂及胶带。所属概念板块包括：折叠屏、半导体、 集成电路、消费电子、机器人概念等。 截至9月30日，晶华新材股东户数1.41万，较上期增加14.06%；人均 ...

证券日报网讯12月15日，晶华新材（603683）在互动平台回答投资者提问时表示，公司积极推进全球化 战略布局。通过优化海外销售网络，积极拓展新兴市场。目前公司产品已销往多个国家和地区。 ...

人民财讯12月12日电，企查查APP显示，近日，江苏晶烯旺导热材料有限公司成立，注册资本2500万 元，经营范围包含：石墨及碳素制品制造；石墨及碳素制品销售；石墨烯材料销售；新材料技术研发 等。企查查股权穿透显示，该公司由晶华新材（603683）间接全资持股。 ...

Core Insights - The key focus for 2026 in the humanoid robot industry is on scaling production, with significant orders already placed by major manufacturers like UBTECH, which has reached 1.3 billion CNY in orders for humanoid robots in 2025 [4][51] - The report emphasizes three main lines of focus: the certainty premium of the T-chain (screw + reducer), new technological changes in the T-chain (dexterous hands + new motor technologies), and the valuation uplift of major manufacturers as they enter mass delivery phases [4][13][35] Market Review - The report highlights that since 2022, the underlying logic of each major market rally has been product advancements, with the humanoid robot sector attracting increasing attention and investment [21][22] - In 2023, market leadership has shifted based on marginal changes, with different segments leading at various times, such as sensors and lightweight designs [24][27] Major Manufacturers - Tesla is identified as the industry benchmark, with its technological changes directly influencing domestic solutions. The anticipated release of the Optimus V3 in Q1 2026 is expected to significantly impact production capabilities [35][36] - Figure has launched its third-generation robot, Figure 03, which is designed for household applications and aims for mass production of 100,000 units over the next four years [39][41] - Xiaopeng has set a target for mass production of its IRON robot by the end of 2026, emphasizing its dual capabilities in R&D and manufacturing [45][49] Supply Chain Dynamics - The report discusses the clarity in the supply chain for screws and reducers, with a focus on the planetary roller screw as a core component for humanoid robots, which is expected to see increased demand [57][62] - New technologies such as GaN (Gallium Nitride) are highlighted as significant advancements that could enhance efficiency and reduce heat generation in humanoid robots [13][18] Investment Recommendations - The report suggests a focus on companies like Hengli Hydraulic and Zhejiang Rongtai for screws and reducers, and recommends attention to companies involved in dexterous hands and sensors, such as Ampelron and Jinghua New Materials [4][13] - The anticipated listing of major manufacturers like Yushun and Zhiyuan in 2026 is expected to drive valuation changes similar to those seen in the electric vehicle sector [4][13]