Core Viewpoint - On July 21, a total of 23 listed companies had their restricted shares unlocked, with a total market value of approximately 5.36 billion yuan [1] Summary by Category Restricted Share Unlocking - The specific details of the restricted share unlocking include: - Shandong High Energy (000803): 1.2772 million shares from equity incentive - Yueyang Xingchang (000819): 2.1525 million shares from equity incentive - Zhangyu A (000869): 2.0357 million shares from equity incentive - Sheneng Co., Ltd. (600642): 9.7161 million shares from equity incentive - Batian Co., Ltd. (002170): 1.2 million shares from equity incentive - Wanma Co., Ltd. (002276): 2.6112 million shares from equity incentive - Chuanfa Longmang (002312): 12.5 million shares from A-share issuance - Chengda Pharmaceutical (301201): 6.15594 million shares with extended lock-up period - Maoshuo Power (002660): 8.22983 million shares from A-share issuance - Laobaixing (603883): 193.6 thousand shares from equity incentive - Zhenbaodao (603567): 726.9 thousand shares from equity incentive - Lifang Pharmaceutical (003020): 234 thousand shares from equity incentive - Triangle Defense (300775): 110.4 thousand shares from equity incentive - Yidao Information (001314): 46.26 thousand shares from equity incentive - Honghe Technology (603256): 252.65 thousand shares from equity incentive - Guomao Co., Ltd. (603915): 165.8 thousand shares from equity incentive - Arrow Home (001322): 135.28 thousand shares from equity incentive - Hongying Intelligent (001266): 18 thousand shares from equity incentive - Kangpeng Technology (688602): 4.6189 million shares - Juyi Technology (688162): 108.1 thousand shares - Xidiwei (688173): 15.4 million shares - Aike Optoelectronics (688610): 68 thousand shares - Hangcai Co., Ltd. (688563): 180 thousand shares [1]

Core Viewpoint - The announcement details the completion of the first vesting period for the 2024 Restricted Stock Incentive Plan (Revised Draft) of Anhui Juyi Technology Co., Ltd, including the number of shares vested and the decision-making process involved in the plan [1][2][3][4][5][6] Group 1: Incentive Plan Overview - The total number of shares vested in this period is 549,150 shares, which accounts for 0.40% of the company's total share capital of 137,198,775 shares [1] - The plan has undergone several decision-making processes, including board meetings and supervisory meetings, to ensure compliance with regulations [2][3][4] Group 2: Vesting Details - A total of 116 individuals met the vesting conditions, with 3 individuals voluntarily waiving their rights, resulting in 10,500 shares being canceled [5][6] - The shares vested were sourced from the company's repurchase of A-shares in the secondary market [5][6] Group 3: Regulatory Compliance - The company has adhered to relevant laws and regulations regarding the transfer and sale of shares by directors and senior management, including restrictions on selling shares within six months of purchase [5][6] - The total share capital of the company remains unchanged following this vesting, and the holdings of the controlling shareholders are unaffected [6]

证券代码：688162 证券简称：巨一科技 公告编号：2025-028 安徽巨一科技股份有限公司 关于 2024 年限制性股票激励计划（修订稿） 首次授予部分第一个归属期归属结果公告 一、本激励计划已履行的决策程序和信息披露情况 （一）2024 年 4 月 24 日，公司召开第二届董事会第十次会议，审议通过 了《关于公司<2024 年股票期权激励计划（草案）>及其摘要的议案》《关于公 司<2024 年股票期权激励计划实施考核管理办法>的议案》《关于提请公司股东 大会授权董事会办理 2024 年股票期权激励计划相关事宜的议案》等议案。同日， 公司召开第二届监事会第十次会议，审议通过了《关于公司<2024 年股票期权 激励计划（草案）>及其摘要的议案》《关于公司<2024 年股票期权激励计划实 施考核管理办法>的议案》，监事会对本激励计划的相关事项进行核实并出具了 相关核查意见。 （二）2024 年 5 月 7 日，公司召开第二届董事会第十一次会议，审议通过 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 ...

证券代码：688162 证券简称：巨一科技 公告编号：2025-027 安徽巨一科技股份有限公司 关于股东股份冻结续期的公告 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： 本次股份被冻结续期的安徽巨一科技股份有限公司（以下简称"公司"）股 东为刘蕾女士、林巨广先生，为公司控股股东、实际控制人（以下简称"控股股 东"），分别直接持有公司股份 60,030,000 股、6,300,000 股，占公司总股本 比例为 43.75%、4.59%，本次被冻结续期的股份数量分别为 21,139,755 股、 6,300,000 股，占其直接持有公司股份数量的 35.22%、100%，占公司总股本比例 为 15.41%、4.59%。 一、股东持有公司股份被冻结续期的具体情况 二、股东累计被冻结股份情况 注：上表中占其所持公司股份比例未包含间接持有的公司股份。 三、本次股份冻结续期对公司的影响 本次股份冻结续期不会导致该部分股份被强制划转。公司控股股东合计直接 持有公司股份 66,330,000 股，同时通过合肥道同股权投 ...

Investment Rating - The report maintains a positive outlook on the automotive industry, recommending a focus on strong domestic manufacturers such as BYD, Geely, and XPeng, as well as companies involved in smart technology and state-owned enterprise reforms [3][4]. Core Insights - BYD is expected to see a significant increase in overseas sales, with exports projected to exceed 800,000 units due to strong demand for hybrid products and improved cost efficiency [4]. - Tuhu has shown a U-shaped recovery following strategic adjustments, with same-store revenue accelerating and market share increasing despite industry pressures [3][4]. - Great Wall Motors is anticipated to maintain stable profitability through new model launches and strong contributions from its Tank series and overseas markets [3][5]. - Leap Motor's sales are rapidly growing, driven by new models and cost reductions, with expectations for improved margins from localized production in Europe next year [3][5]. - Dual Ring Transmission is solidifying its market position with a focus on high-speed, high-end products and successful overseas expansion [3][6]. - Ju Yi Technology is seeing improved order quality and profitability, with expectations for its electric drive business to exceed forecasts [3][6]. - Fuda's crankshaft business is positioned well in the hybrid market, with a strong demand outlook and potential for breakeven in its electric drive gear segment [3][7]. Summary by Relevant Sections BYD - Expected to resolve account period issues without significant cash flow impact, with Q2 single-vehicle profitability remaining stable due to cost reduction and scale effects [4]. Tuhu - After strategic adjustments, Tuhu's same-store revenue is recovering, with plans to continue expanding its store network by approximately 1,000 stores annually [3][4]. Great Wall Motors - The company is focusing on new model launches to enhance its market presence, particularly in the mainstream vehicle market [3][5]. Leap Motor - The introduction of three new models is driving rapid sales growth, with cost control measures in place to maintain overall gross margins [3][5]. Dual Ring Transmission - The company is expanding its overseas market presence and solidifying its position in high-end gear products [3][6]. Ju Yi Technology - The company is experiencing improved order quality and profitability, with expectations for its electric drive business to perform better than anticipated [3][6]. Fuda - Positioned well in the hybrid market with a strong demand outlook, the company is also making progress in its robotics segment [3][7].

Summary of Key Points Core Viewpoint - The announcement details the completion of a share reduction plan by the supervisor of Anhui Juyi Technology Co., Ltd., highlighting the specifics of the shareholding before and after the reduction, as well as the execution of the reduction plan [1]. Group 1: Shareholding Information - Prior to the reduction plan, supervisor Zhang Zhengchu held 1,170,000 shares, representing 0.85% of the company's total share capital [1]. - The shares were acquired before the company's initial public offering (IPO) and became tradable on November 11, 2024 [1]. Group 2: Reduction Plan Execution - The reduction plan was announced on February 19, 2025, with a timeframe set from March 13 to June 12, 2025, allowing for the sale of up to 200,000 shares, which is no more than 0.15% of the total share capital [1]. - During the execution period, Zhang Zhengchu successfully reduced his holdings by 190,000 shares through centralized bidding, achieving a total sale amount of 5,402,900 yuan, with share prices ranging from 28.06 to 28.80 yuan per share [1]. - After the reduction, Zhang Zhengchu holds 980,000 shares, which is 0.71% of the total share capital [1].

证券代码：688162 证券简称：巨一科技 公告编号：2025-026 安徽巨一科技股份有限公司 监事减持计划时间届满暨减持结果公告 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、准确性和完整性依法承担法律 责任。 减持计划的实施结果情况 2025 年 2 月 19 日，公司在上海证券交易所网站（www.sse.com.cn）披露了 《监事集中竞价减持股份计划公告》（公告编号：2025-004）。公司监事张正初拟 于 2025 年 3 月 13 日至 6 月 12 日期间通过集中竞价交易方式减持不超过 200,000 股公司股份，占公司总股本的比例不超过 0.15%。张正初于 2025 年 3 月 13 日至 2025 年 6 月 12 日通过集中竞价交易方式减持公司股份 190,000 股，减持股份数 量占公司总股本的 0.14%。本次减持计划已实施完毕。 截至本公告披露日，本次减持计划时间区间届满。 | 股东名称 | 张正初 | | | | --- | --- | --- | --- | | | 控股股东、实控人及一致行动人 | □是 | ...

Summary of Key Points - The company announced that its supervisor, Zhang Zhengchu, reduced his shareholding by 190,000 shares between March 13, 2025, and June 12, 2025, which represents 0.14% of the total share capital [1] - The reduction was executed through centralized bidding, with the share price ranging from 28.06 yuan to 28.8 yuan per share, resulting in a total amount of 5.4029 million yuan [1] - Following the completion of this reduction plan, Zhang Zhengchu currently holds 980,000 shares, accounting for 0.71% of the company's total shares [1]

安徽巨一科技股份有限公司 关于作废 2024 年限制性股票激励计划（修订稿） 证券代码：688162 证券简称：巨一科技 公告编号：2025-024 《关于公司<2024 年限制性股票激励计划实施考核管理办法（修订稿）>的议案》， 监事会对本激励计划的相关事项进行核实并出具了相关核查意见。 （三）2024 年 4 月 26 日至 2024 年 5 月 13 日，公司对本激励计划首次授予 激励对象的姓名与职务在公司公告栏进行了公示。在公示期内，公司监事会未收 到员工对本次拟激励对象提出的异议。公司于 2024 年 5 月 15 日披露了《监事会 关于 2024 年限制性股票激励计划（修订稿）首次授予激励对象名单的公示情况 说明及核查意见》。 （四）2024 年 5 月 17 日，公司 2023 年年度股东大会审议并通过了《关于 公司<2024 年限制性股票激励计划（草案修订稿）>及其摘要的议案》《关于公 司<2024 年限制性股票激励计划实施考核管理办法（修订稿）>的议案》《关于 提请公司股东大会授权董事会办理 2024 年限制性股票激励计划（修订稿）相关 事宜的议案》。公司于 2024 年 5 月 18 日披 ...

证券代码：688162 证券简称：巨一科技 公告编号：2025-025 安徽巨一科技股份有限公司 关于 2024 年限制性股票激励计划（修订稿） 首次授予部分第一个归属期归属条件成就的公告 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： 安徽巨一科技股份有限公司（以下简称"公司"）于 2025 年 6 月 6 日召开 第二届董事会第二十次会议和第二届监事会第二十次会议，审议通过了《关于 2024 年限制性股票激励计划（修订稿）首次授予部分第一个归属期归属条件成 就的议案》，公司《2024 年限制性股票激励计划（草案修订稿）》（以下简称 《激励计划（修订稿）》或"本激励计划"）首次授予部分第一个归属期归属 条件成就，共计 119 名符合条件的激励对象合计可归属 55.965 万股。现将有关 事项说明如下： 一、股权激励计划批准及实施情况 （一）本次激励计划主要内容 5、股票来源：公司从二级市场回购和/或向激励对象定向发行的公司 A 股 普通股股票。 6、本次激励计划的时间安排 本次第二类限制性股票拟归属数量： ...