Core Points - Tian Nai Technology announced the completion of the third vesting period for the reserved grant of the 2022 restricted stock incentive plan on November 19, 2025, resulting in an increase in total share capital from 366,516,126 shares to 366,532,021 shares [2] - The company's board of directors approved a resolution regarding the non-adjustment of the conversion price for the convertible bonds "Tian Nai Convertible Bonds" following the completion of the stock vesting [2] - The total number of shares vested in the third period of the incentive plan is relatively small compared to the total share capital, thus the conversion price remains unchanged at 99.09 yuan per share [2]

证券代码：688116 证券简称：天奈科技 公告编号：2025-086 转债代码：118005 债券简称：天奈转债 江苏天奈科技股份有限公司 关于本次限制性股票归属不调整可转换公司债券"天奈 转债"转股价格的公告 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： 因 2022 年限制性股票激励计划预留授予部分第三个归属期归属的股票总 数占公司总股本的比例较小，经计算，本次归属完成后，"天奈转债"转股价格不 变。 一、转债价格调整依据 江苏天奈科技股份有限公司（以下简称"公司"或"天奈科技"）已于 2025 年 11 月 19 日完成 2022 年限制性股票激励计划（以下简称"2022 年激励计划"） 预留授予部分第三个归属期的归属登记手续，公司总股本由 366,516,126 股变更为 366,532,021 股，具体内容详见公司于 2025 年 11 月 21 日在上海证券交易所网站 （www.sse.com.cn）披露的《天奈科技关于 2022 年限制性股票激励计划预留授予 部分第三个归属期归属结果暨股份上市 ...

Group 1 - Tianai Technology's stock price fell by 5.04% on November 21, closing at 49.95 yuan per share, with a trading volume of 226 million yuan and a turnover rate of 1.22%, resulting in a total market capitalization of 18.307 billion yuan. The stock has experienced a cumulative decline of 10.01% over the past three days [1] - The company, Jiangsu Tianai Technology Co., Ltd., was established on January 6, 2011, and went public on September 25, 2019. Its main business involves the research, production, and sales of nano-scale carbon materials and related products, with revenue composition being 98.04% from carbon nanotube conductive pastes, 1.90% from carbon nanotube powders, and 0.06% from other sources [1] Group 2 - According to data from the top ten holdings of funds, Huabao Fund holds a significant position in Tianai Technology through its Huabao Green Leading Stock Fund (007590), which held 28,100 shares in the third quarter, accounting for 3.1% of the fund's net value, making it the seventh-largest holding. The estimated floating loss today is approximately 74,400 yuan, with a total floating loss of 164,300 yuan during the three-day decline [2] - The Huabao Green Leading Stock Fund (007590) was established on September 18, 2019, with a current scale of 62.3323 million yuan. Year-to-date returns are 8.77%, ranking 3636 out of 4208 in its category, while the one-year return is 3.09%, ranking 3635 out of 3972. Since its inception, the fund has achieved a return of 32% [2]

证券代码：688116 证券简称：天奈科技 公告编号：2025-085 转债代码：118005 债券简称：天奈转债 江苏天奈科技股份有限公司 关于2022年限制性股票激励计划预留授予部分 第三个归属期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： 登录新浪财经APP 搜索【信披】查看更多考评等级 ● 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15,895股。 本次股票上市流通总数为15,895股。 ● 本次股票上市流通日期为2025年11月25日。 根据中国证券监督管理委员会、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，江苏天奈科技股份有限公司（以下简称"公司"）收到中国证券登记结算有限责任公司上海 分公司于2025年11月19日出具的《证券变更登记证明》，公司已完成2022年限制性股票激励计划（以下 简称"2022年激励计划"）预留授予部分第三个归属期的股份登记工作。现将有关情况公告如下： 一、激励计划已履行的决策程序和信息披露 ...

证券日报网讯11月20日晚间，天奈科技发布公告称，公司收到中国证券登记结算有限责任公司上海分公 司于2025年11月19日出具的《证券变更登记证明》，公司已完成2022年限制性股票激励计划预留授予部 分第三个归属期的股份登记工作。 ...

格隆汇11月20日｜有投资者在互动平台向天奈科技提问：请问公司回复投资者天奈锦城项目一期26年一 季度建成，客户在验证阶段，那么客户具体验证需要多久，具体有无时间节点，在什么时候能够验证完 成，如果客户在26年不能完成验证，天奈锦城项目26年即便建成也无法供货，只能荒废。 天奈科技回 复称，目前公司天奈锦城正在建设中，规划分两期建设10万吨新型正极材料生产线，预计2026年一季度 一期建设完工。相关客户前期已送样测试，目前正在验证中，预计2026年将形成投产并出货。 ...

证券代码：688116 证券简称：天奈科技 公告编号：2025-085 转债代码：118005 债券简称：天奈转债 江苏天奈科技股份有限公司 关于 2022 年限制性股票激励计划预留授予部分第三个 归属期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 15,895股。 本次股票上市流通总数为15,895股。 本次股票上市流通日期为2025 年 11 月 25 日。 根据中国证券监督管理委员会、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，江苏天奈科技股份有限公司（以下简称 "公司"）收到中国证券登记结算有限责任公司上海分公司于 2025 年 11 月 19 日 出具的《证券变更登记证明》，公司已完成 2022 年限制性股票激励计划（以下简 称"2022 年激励计划"）预留授予部分第三个归属期的股份登记工作。现将有关 情况公告如下： 一、激励计划已履行的决策程序和信息披露情况 1、2022 ...

Core Viewpoint - Tianwei Technology is currently supplying single-walled and multi-walled carbon nanotubes to Samsung Group in South Korea, indicating a strong client relationship and potential for growth in the advanced materials sector [1] Company Summary - Tianwei Technology confirmed that Samsung Group is one of its clients, highlighting its involvement in the supply of carbon nanotubes [1]

Group 1 - The core viewpoint of the news is that Tian Nai Technology has shown a positive stock performance with a year-to-date increase of 42.64% and a market capitalization of 20.213 billion yuan as of November 20 [1] - The company specializes in the research, production, and sales of nano-level carbon materials, with its main revenue source being carbon nanotube conductive paste, accounting for 98.04% of its business income [1] - As of September 30, 2025, Tian Nai Technology reported a revenue of 1 billion yuan, a year-on-year decrease of 3.79%, while its net profit attributable to shareholders increased by 7.39% to 196 million yuan [2] Group 2 - The company has distributed a total of 244 million yuan in dividends since its A-share listing, with 179 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased by 3.63% to 24,700, while the average circulating shares per person decreased by 3.50% to 13,949 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the eighth largest with 3.9127 million shares, marking a new entry, while Jiashi New Energy Materials Stock A remains the tenth largest with 3.1641 million shares unchanged [3]

Group 1 - Tianai Technology experienced a decline of 5.29% on November 18, with a stock price of 55.36 yuan per share and a trading volume of 677 million yuan, resulting in a total market capitalization of 20.29 billion yuan [1] - The company, Jiangsu Tianai Technology Co., Ltd., was established on January 6, 2011, and went public on September 25, 2019. Its main business involves the research, production, and sales of nano-scale carbon materials and related products [1] - The revenue composition of Tianai Technology is primarily from carbon nanotube conductive paste at 98.04%, followed by carbon nanotube powder at 1.90%, and other products at 0.06% [1] Group 2 - From the perspective of major fund holdings, one fund under Dongfang Fund has a significant position in Tianai Technology. The Dongfang Long Mixed Fund (400001) held 120,000 shares in the third quarter, accounting for 5% of the fund's net value, making it the second-largest holding [2] - The Dongfang Long Mixed Fund (400001) was established on November 25, 2004, with a latest scale of 165 million yuan. Year-to-date returns are at 13.78%, ranking 5236 out of 8140 in its category, while the one-year return is 11.32%, ranking 5520 out of 8057 [2] - The fund manager, Xu Wenbo, has been in position for 10 years and 102 days, with a total asset scale of 1.215 billion yuan. The best fund return during his tenure is 71.23%, while the worst is -13.64% [2]