Core Viewpoint - The announcement details the completion of the second vesting period for the first grant of the 2022 restricted stock incentive plan by Raytron Technology Co., Ltd, with 3,275,000 shares set to be listed on August 11, 2025 [2][4][15]. Group 1: Stock Listing and Vesting Details - The stock type being listed is for equity incentive, with a total of 3,275,000 shares to be listed [2][3]. - The listing date for the shares is August 11, 2025 [4][12]. - The shares are part of the first grant of the 2022 restricted stock incentive plan, with the second vesting period completed on August 5, 2025 [4][17]. Group 2: Decision-Making Process and Approval - The decision-making process for the stock vesting involved multiple meetings of the board and supervisory committee, with independent opinions provided [5][6][8]. - The initial grant was approved during the second extraordinary general meeting of shareholders on October 25, 2022 [6][7]. Group 3: Financial Impact and Share Capital Changes - Following the vesting, the total share capital of the company increased from 456,962,540 shares to 460,237,540 shares [13][21]. - The number of shares vested represents 0.72% of the total shares before the vesting [15]. - The net profit attributable to shareholders for Q1 2025 was reported at 145,818,960.66 yuan, with a basic earnings per share of 0.3205 yuan; the vesting will dilute this figure based on the new total share count [14][15]. Group 4: Convertible Bond Price Adjustment - The completion of the stock vesting triggered an adjustment in the conversion price of the company's convertible bonds, changing from 39.35 yuan to 39.21 yuan per share [19][21]. - The adjusted conversion price will take effect on August 8, 2025, following a temporary suspension of conversion on August 7, 2025 [19][21].

证券代码：688002 证券简称：睿创微纳 公告编号：2025-055 转债代码：118030 转债简称：睿创转债 烟台睿创微纳技术股份有限公司 关于 2022 年限制性股票激励计划首次授予部分第二个 归属期第二次归属结果暨股份上市的公告 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、准确性和完整性依法承担法律责任。 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3,275,000股。 本次股票上市流通总数为3,275,000股。 ? 本次股票上市流通日期为2025 年 8 月 11 日。 根据中国证监会、上海证券交易所、中国证券登记结算有限责任公司上海分 公司有关业务规则的规定，烟台睿创微纳技术股份有限公司（以下简称"公司"）于 更登记证明》，公司于 2025 年 8 月 5 日完成了公司 2022 年限制性股票激励计划（以 下简称"本激励计划"）首次授予部分第二个归属期第二次归属的股份登记工作。 现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 通过了《关于 <公司 ensp="ensp" ...

证券日报网讯8月6日晚间，睿创微纳发布关于2022年限制性股票激励计划首次授予部分第二个归属期第 二次归属结果暨股份上市的公告称，公司本次股票上市类型为股权激励股份；股票认购方式为网下，本 次股票上市流通总数为3，275，000股。本次股票上市流通日期为2025年8月11日。 ...

Core Viewpoint - The military industry sector is experiencing a strong performance driven by multiple favorable factors, contributing to the recent upward trend in the stock market indices, particularly the Shanghai Composite Index, which closed at 3633.99 points, up 0.45% [1]. Group 1: Military Industry Performance - The military sector has shown significant strength, with various sub-sectors such as PEEK materials, liquid cooling servers, military equipment, and humanoid robots all performing well [3][5]. - The defense ETF (512670) has seen a year-to-date increase of 23.02%, leading its category, and has achieved three consecutive monthly gains [7][11]. - The overall market for defense and military indices has seen substantial growth, with the China Securities Defense Index rising by 22.95% since the beginning of the year, outperforming other similar indices [11][12]. Group 2: Investment Trends and Market Dynamics - There is a notable increase in capital expenditure (Capex) from overseas manufacturers, reinforcing the "investment-growth-reinvestment" cycle in the AI industry, which is closely linked to the military sector [6]. - The military industry is benefiting from geopolitical tensions, with global military spending projected to reach $2.7 trillion in 2024, a 9.4% increase year-on-year, which is expected to enhance China's share in the international arms trade [14]. - The military sector is entering a new order cycle, with a high degree of certainty for future demand, particularly in areas such as aviation, armaments, and drones, indicating a positive outlook for the second half of the year [17][15]. Group 3: Stock Performance and Fund Inflows - As of July 27, 42 military stocks reported a net profit of nearly 5.6 billion yuan, a year-on-year increase of over 45%, marking the highest level in five years [18]. - Institutional investors have begun to increase their allocation to military stocks after ten consecutive quarters of reduction, with military-themed funds growing significantly in the second quarter [18]. - The defense ETF (512670) has attracted a net inflow of 394 million yuan from June 23 to August 5, with a substantial increase in trading volume and fund size [27].

Core Viewpoint - The defense and military industry is showing signs of recovery, with significant investment opportunities expected in the coming years, particularly driven by new domains such as commercial aerospace and low-altitude economy [6][10]. Group 1: Industry Performance - The defense and military sector's performance began to improve from the first quarter of 2025, with various catalysts, especially order announcements, expected to continue [6][10]. - As of the end of the second quarter of 2025, there are 97 stocks in the defense and military industry heavily held by public funds, with 中航沈飞 being favored by 196 funds, and 睿创微纳 by 150 funds [9]. Group 2: Investment Opportunities - The military sector is considered a suitable investment area within the growth theme, with medium-level crowding, making it a worthy allocation [10]. - The "Big Military" initiative and new domains are expected to bring market increments and valuation space to the traditional military industry, with rapid development anticipated during the "14th Five-Year Plan" period [6][10]. Group 3: Fund Performance - Several funds focused on the defense and military sector have shown strong performance, with 长信国防军工量化混合A achieving a 52.90% return over the past year [4].

| 证券代码：688002 | 证券简称：睿创微纳 | 公告编号：2025-056 | | --- | --- | --- | | 转债代码：118030 | 转债简称：睿创转债 | | 烟台睿创微纳技术股份有限公司 关于本次限制性股票归属登记完成后 调整可转债转股价格暨转股停牌的公告 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： 证券停复牌情况：适用 因烟台睿创微纳技术股份有限公司（以下简称"公司"）本次限制性股票归属完成 登记增发新股，引发"睿创转债"转股价格调整,本公司的相关证券停复牌情况如 下： | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 118030 | 睿创转债 | 可转债转股停 | 2025/8/7 | 全天 | 2025/8/7 | 2025/8/8 | | | | 牌 | | | | | 一、可转换公司债券转股价格调整依据 公司已于 20 ...

| 证券代码：688002 | 证券简称：睿创微纳 公告编号：2025-055 | | --- | --- | | 转债代码：118030 | 转债简称：睿创转债 | 烟台睿创微纳技术股份有限公司 关于 2022 年限制性股票激励计划首次授予部分第二个 归属期第二次归属结果暨股份上市的公告 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、准确性和完整性依法承担法律责任。 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3,275,000股。 本次股票上市流通总数为3,275,000股。 本次股票上市流通日期为2025 年 8 月 11 日。 根据中国证监会、上海证券交易所、中国证券登记结算有限责任公司上海分 公司有关业务规则的规定，烟台睿创微纳技术股份有限公司（以下简称"公司"）于 2025 年 8 月 5 日收到中国证券登记结算有限责任公司上海分公司出具的《证券变 更登记证明》，公司于 2025 年 8 月 5 日完成了公司 2022 年限制性股票激励计划（以 下简称"本激励计划"）首次授予部分第二个归属期第二次归属的股份 ...

Core Viewpoint - The performance of the CSI A500 Index and its leading ETF shows a positive trend, with significant gains in individual stocks and overall market participation increasing, indicating a favorable investment environment [1][4]. Group 1: Index Performance - As of August 6, 2025, the CSI A500 Index rose by 0.41%, with notable individual stock performances such as Robot (up 14.67%) and others reaching their daily limit [1]. - The CSI A500 ETF leading fund (563800) recorded a 0.39% increase, marking its third consecutive rise, with a recent price of 1.02 yuan [1]. Group 2: Trading and Liquidity - The CSI A500 ETF leading fund had a turnover rate of 7.55% and a total trading volume of 1.258 billion yuan on the same day [3]. - Over the past year, the average daily trading volume for the CSI A500 ETF leading fund was 1.929 billion yuan [3]. Group 3: Fund Performance Metrics - The latest scale of the CSI A500 ETF leading fund reached 16.626 billion yuan, with a net value increase of 10.20% over the past six months [3]. - Since its inception, the fund's highest monthly return was 4.54%, with the longest consecutive monthly gains being three months and a maximum increase of 10.12% [3]. - The fund outperformed its benchmark with an annualized excess return of 8.62% over the last three months [3]. Group 4: Risk and Fee Structure - The CSI A500 ETF leading fund has a relatively low drawdown risk, with a year-to-date relative drawdown of 0.04% compared to its benchmark [3]. - The management fee is 0.15% and the custody fee is 0.05%, which are among the lowest in comparable funds [3]. - The tracking error for the fund this year is 0.025%, indicating strong tracking precision [3]. Group 5: Index Composition - The CSI A500 Index comprises 500 securities selected based on market capitalization and liquidity, representing major sectors [4]. - As of July 31, 2025, the top ten weighted stocks in the index accounted for 19.83% of the total index weight, with notable companies including Kweichow Moutai and CATL [4][6]. Group 6: Market Sentiment and Financing - The current market sentiment reflects a "rotating rise" and "low-level补涨" since June 23, 2025, which is expected to attract more external funds into the market [4]. - The financing balance in the A-share market has risen to 2 trillion yuan, representing 2.3% of the circulating market value, indicating a broad source of incremental funds [4].

有券商表示，低空经济是写入政府工作报告的战略新兴产业，是我国交通网规划中的重要组成部分，各 级政府均出台大量支持性政策，为低空经济保驾护航。目前，其市场空间正加速打开。 受行情提振，国证通用航空产业指数亦低开高走，有望三连阳，截至11:05涨幅约1.7%，成份股中，晨 曦航空、利君股份、爱乐达、睿创微纳等领涨。 每日经济新闻 Wind数据显示，跟踪该指数的通用航空ETF易方达（159255），自本周一上市以来持续活跃，开盘两小 时成交额近7000万元，在同类产品中领先。 资料显示，国证通用航空产业指数由业务涉及航材及基础设施、飞行器制造、运营服务及场景应用等通 用航空产业相关领域的股票组成，指数成份股一共50只，覆盖了低空经济、军工装备的热门公司。 8月6日早盘，三大指数纷纷低开高走，盘中全线翻红，低空经济、通用航空等方向走强。 通用航空ETF易方达（159255）一键打包全产业链龙头，可助力投资者捕捉低空经济投资机会。 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index (000698) has shown a slight increase of 0.28% as of August 5, 2025, with notable gains from individual stocks such as Borui Pharmaceutical (688166) up by 6.56% and Huaheng Biological (688639) up by 5.88% [3][4] - The Sci-Tech 100 Index ETF (588030) has reported a 1.74% increase over the past week, with a current price of 1.11 yuan and a trading volume of 1.14 billion yuan [3][4] - The ETF has experienced a significant growth in scale, increasing by 13.55 million yuan over the past year, ranking first among comparable funds [4] Group 2 - The Shanghai Municipal Government has issued measures to support enterprises in enhancing basic research, particularly in critical fields such as integrated circuits, biomedicine, and artificial intelligence [4] - According to CITIC Securities, mainstream and niche storage prices are expected to rise in Q3 2025, with a focus on recommending leading storage chip design companies [4] - The latest financing buy-in amount for the Sci-Tech 100 Index ETF reached 11.4961 million yuan, with a financing balance of 177 million yuan [4] Group 3 - The Sci-Tech 100 Index ETF has achieved a net value increase of 22.98% over the past six months, ranking in the top 9.90% among equity funds [5] - The ETF has a management fee rate of 0.15% and a custody fee rate of 0.05%, which are among the lowest in comparable funds [5] - The ETF closely tracks the Sci-Tech Innovation Board 100 Index, which consists of 100 securities selected for their market capitalization and liquidity [6]