股权激励限制性股票回购注销实施公告 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： ● 回购注销原因：科博达技术股份有限公司（以下简称"公司"）2022 年限 制性股票激励计划中 1 名激励对象因个人原因离职已不再具备激励资格，1 名激 励对象业绩考核部分达标。根据《上市公司股权激励管理办法》、公司《2022 年限制性股票激励计划》（以下简称"《股票激励计划》"）的相关规定，公司将 上述激励对象已获授但尚未解除限售的 2,600 股限制性股票进行回购注销。 ● 本次注销股份的有关情况： | 回购股份数量（股） | 注销股份数量（股） | 注销日期 | | | | --- | --- | --- | --- | --- | | 2,600 | 2,600 | 2025 年 月 | 8 | 28 日 | 证券代码：603786 证券简称：科博达 公告编号：2025-045 科博达技术股份有限公司 2、本次回购注销的相关人员、数量及价格 本次限制性股票回购注销涉及研发人员 2 人（王劼辰、方惠丽），合计回购 注 ...

上海瀛东律师事务所 关于 2022 年限制性股票激励计划 所涉部分限制性股票回购并注销实施相关事项 之 法律意见书 科博达技术股份有限公司 上海瀛东律师事务所 www.yingdonglawfirm.com 中国上海市恒丰路 436 号环智国际大厦 26&29 层 200070 26&29F, Greentech Tower, No. 436, Hengfeng Road, Shanghai 200070, China 电话(Tel)：+86-21-2226 5678 传真(Fax)：+86-21-2226 5688 释 义 在本法律意见书内，除非文义另有所指，下列词语应具有下述含义： | "本所" | 指 | 上海瀛东律师事务所 | | --- | --- | --- | | "本所律师" | 指 | 本所为出具本法律意见书所指派的经办律师 | | "公司"或"科博达" | 指 | 科博达技术股份有限公司 | | "《股票激励计划》" | 指 | 《科博达技术股份有限公司 2022 年限制性 | | | | 股票激励计划》 | | "本次激励计划" | 指 | 公司根据《股票激励计划》实施的股票激励 | | ...

Investment Rating - The report maintains a "Recommended" rating for the automotive industry [4]. Core Insights - The automotive market in July showed strong terminal demand despite entering the traditional off-season, with a year-on-year increase in sales [9][10]. - The penetration rate of new energy vehicles (NEVs) in domestic passenger cars has reached a historical high, indicating a positive trend for future growth [9][10]. Summary by Sections 1. Biweekly Update - In July, the automotive production was 2.591 million units, a year-on-year increase of 13.3%, while sales were 2.593 million units, up 14.7% year-on-year [9]. - Domestic sales of passenger cars reached 2.018 million units, with a year-on-year increase of 12.6% [9]. - The NEV penetration rate in July was 54.5%, reflecting a recovery to levels seen in September-October 2024 [10]. 2. Market Review - The automotive sector's performance was ranked 10th among 30 industries, with a biweekly increase of 5.64% [11]. - The best-performing sub-sectors included motorcycles and others, with a biweekly increase of 16.76% [11][15]. 3. Industry News - The report highlights the reintroduction of vehicle replacement subsidies in regions like Gansu and Guangxi, which is expected to support domestic demand [9]. - The report anticipates continued growth in NEV sales, driven by new model launches and a weakening sales momentum for fuel vehicles [10]. 4. Investment Recommendations - Recommended stocks include BYD and Li Auto for complete vehicles, and Huayu Automotive and Bertel for components [6]. - The report also suggests investing in companies involved in the human-robot industry chain, such as Top Group and Sutech [6].

Industry Rating - The industry investment rating is "Outperform the Market" [1][1] Core Insights - The European new energy vehicle market is reaching a turning point driven by stringent carbon emission assessments and the cyclical nature of vehicle models [2] - The EU's policies, including the ban on fuel vehicles and tiered carbon reduction targets, are creating rigid constraints that push for electrification [2][8] - Major automakers are accelerating their electric vehicle (EV) strategies to meet upcoming carbon targets, with significant growth in battery electric vehicle (BEV) sales [3][19] Policy and Market Dynamics - The EU's tightening carbon reduction policies are compelling automakers to expedite their transition to new energy vehicles [7] - The EU has set ambitious carbon emission targets, including a ban on new fuel vehicles by 2035 and specific CO2 emission limits for new cars starting in 2025 [8][11] - The introduction of the ZLEV coefficient incentivizes manufacturers to increase the share of zero and low-emission vehicles in their fleets [15] Automaker Performance - Volkswagen delivered 465,500 BEVs globally in the first half of 2025, with a significant contribution from Europe, achieving a year-on-year growth of 89% [3][32] - Stellantis has improved its market share in Europe, ranking first in the hybrid market and second in the BEV market, supported by a multi-platform strategy [3][33] - Renault's BEV sales in Europe increased by 88% in Q1 2025, with a focus on affordable models and a strong platform strategy [3][42] Supply Chain and Component Manufacturers - Companies like Minth and Weimars are benefiting from the growth in the new energy vehicle supply chain, with significant revenue increases projected [4][49] - Minth's battery box business is expected to generate 5.338 billion yuan in revenue in 2024, reflecting a 50.96% year-on-year growth [4][48] - Weimars is positioned as a leading supplier in the domestic market, with a market share of 29.41% in the third-party vehicle charging market [4][52] Future Outlook - The report anticipates continued growth in the European new energy vehicle market, driven by regulatory pressures and technological advancements [2][19] - The performance of key players in the supply chain is expected to improve as the demand for new energy vehicles rises [4][59]

Investment Rating - The automotive industry is rated as "Outperform the Market" [1][5][4] Core Viewpoints - The industry is entering the mid-year performance period, with a focus on the 2025 World Robot Conference. The July car market is expected to grow primarily due to the "trade-in and scrapping" policies, with an estimated retail market of 1.85 million narrow passenger cars, a year-on-year increase of 7.6% [1][3] - The long-term outlook emphasizes the rise of domestic brands and opportunities in incremental components driven by electric and intelligent trends. In the short term, the strong new product cycle of Huawei and the first year of the Xiaomi automotive industry chain are highlighted [3][12] - The report suggests that under the geopolitical backdrop, the automotive sector as a domestic consumption product is likely to see increased stimulus policies, favoring passenger cars and domestically replaced components [3][12] Monthly Production and Sales Data - In July, the narrow passenger car retail market is projected to be around 1.85 million units, with a year-on-year growth of 7.6% and a month-on-month decline of 11.2%. New energy vehicle retail is expected to be approximately 1.01 million units, with a penetration rate of 54.6% [1][22] - Weekly data indicates that from July 1 to 27, the national passenger car retail reached 1.445 million units, a year-on-year increase of 9% but a month-on-month decline of 19% [1][2] Weekly Market Performance - For the week of July 28 to August 1, the CS automotive index fell by 2.26%, with the CS passenger car index down by 2.73%. The CS electric vehicle sector saw a decline of 5.01% [2][3] - The CS automotive sector outperformed the CSI 300 index by 0.08 percentage points but underperformed the Shanghai Composite Index by 0.88 percentage points, with a year-to-date increase of 10.97% [2][3] Key Company Earnings Forecast and Investment Ratings - Key companies such as Leap Motor, Geely, and JAC are rated as "Outperform the Market" with varying earnings per share (EPS) forecasts for 2025 and 2026 [4][5] - Leap Motor is expected to have an EPS of -0.05 in 2025, while Geely is projected to have an EPS of 1.36 [4][5] Investment Recommendations - The report recommends focusing on the rise of domestic brands and opportunities in incremental components, particularly in electric and intelligent sectors. Specific recommendations include: - Vehicle manufacturers: Leap Motor, JAC, Geely - Intelligent technology: Kobot, Huayang Group, Junsheng Electronics - Robotics: Top Group, Sanhua Intelligent Control, Shuanghuan Transmission - Domestic replacements: Xingyu Co., Fuyao Glass, Jifeng Co., New Spring Co., Horizon Robotics [3][12][24]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603786 证券简称：科博达 公告编号：2025-044 科博达技术股份有限公司 实际控制人减持股份计划公告 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： ● 实际控制人持股的基本情况 截至本公告披露日，科博达技术股份有限公司（以下简称"公司"）实际控制人之一柯炳华先生直接持有 公司无限售流通股12,827,633股，占公司总股本的3.1763%。上述股份来源为公司IPO前取得的股份，并 已于2022年10月17日解除限售并上市流通。 ● 减持计划的主要内容 因自身资金需求，柯炳华先生拟通过集中竞价交易或大宗交易方式合计减持其直接持有的公司股份不超 过3,200,000股，即不超过公司总股本的0.7924%。本次减持期间为自本公告披露之日起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）。 近日，公司收到柯炳华先生发来的《关于科博达技术股份有限公司股东减持计划告知函》，现将有关情 况公告如下： 一、减 ...

天眼查商业履历信息显示，科博达技术股份有限公司，成立于2003年，位于上海市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本40385.93万人民币，实缴资本34200万人民 币。公司法定代表人为柯桂华。 金融界消息 截至2025年7月29日收盘，科博达（603786）报收于53.9元，下跌0.37%，换手率0.39%，成 交量1.59万手，成交金额8600.61万元。 资金流向方面，今日主力资金净流出1325.52万元，占比成交额15.41%。其中，超大单净流出331.62万 元、占成交额3.86%，大单净流出993.90万元、占成交额11.56%，中单净流出流入359.02万元、占成交 额4.17%，小单净流入966.50万元、占成交额11.24%。 科博达最新一期业绩显示，截至2025一季报，公司营业总收入13.74亿元、同比减少3.03%，归属净利润 2.06亿元，同比减少6.04%，扣非净利润1.89亿元，同比减少5.67%，流动比率3.673、速动比率2.748、 资产负债率23.13%。 通过天眼查大数据分析，科博达技术股份有限公司共对外投资了14家企业，参与招投标项目6 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，7月29日，盘后巨星农牧、安通控股、盐湖股份披露增持情况。包括奥赛康、瑞松科技、上海 汽配、赛微电子、华业香料、苏州规划、奥特维、通鼎互联、安记食品、海伦哲、麦克奥迪、拉卡拉、 蓝海华腾、蓝丰生化、嘉和美康、招商轮船、景旺电子、科博达、君禾股份、漫步者、宇晶股份在内的 21家A股上市公司披露减持情况。 | | | 7.29上市公司盘后增持情况 | | --- | --- | --- | | 1 | 巨星农牧 | 控股股东获得增持资金贷款支持 贷款2500万元 | | 2 | 安通控股 | 中外运集运及其一致行动人持股比例增至15% | | 3 | 盐湖股份 | 实际控制人中国五矿增持公司股份达1% | | | | 7.29上市公司盘后减得情况 | | 1 | 奥塞康 | 股东拟减持不超过1.5%公司股份 | | 2 | 瑞松科技 | 股东拟合计减持不超过3.0013%公司股份 | | 3 | 上海汽配 | 股东格洛利与迪之凯拟减持不超过1.75%股份 | | 4 | 苏州规划 | 股东拟合计减持不超过4.5%公司股份 | | 5 ...

科博达（603786）(603786.SH)发布公告，因自身资金需求，柯炳华先生拟通过集中竞价交易或大宗交 易方式合计减持其直接持有的公司股份不超320万股，即不超过公司总股本的0.7924%。 ...

智通财经APP讯，科博达(603786.SH)发布公告，因自身资金需求，柯炳华先生拟通过集中竞价交易或 大宗交易方式合计减持其直接持有的公司股份不超320万股，即不超过公司总股本的0.7924%。 ...