长江商报消息 ●长江商报记者 徐佳 交易完成之后，世运电路将持有莱尔科技5%股权，成为公司第三大股东。 长江商报记者注意到，由于两家公司在主营业务上高度契合，在引入世运电路作为战略投资者的基础 上，莱尔科技还与其建立战略合作伙伴关系，双方就技术创新与联合研发、资源互通与协同开发等方面 达成合作意向。 值得关注的是，近年来，莱尔科技加速技术迭代与创新突破，在稳固现有细分市场领先优势的同时，前 瞻性拓展高潜力新兴领域，推动业务版图持续扩张，为公司打开长期增长新赛道。 2024年，莱尔科技实现营业收入5.26亿元，同比增长19.95%；净利润3735.63万元，同比增长27.69%。 其中，莱尔科技将新能源产业链作为其重点布局的第二增长曲线。2024年，莱尔科技的新能源用电池材 料收入占比达17.44%。 与世运电路成为战略合作伙伴 根据交易方案，莱尔科技的控股股东特耐尔拟向世运电路转让其持有的公司775.9万股，占公司总股本 的5%。 在推动业务版图持续扩张的同时，莱尔科技（688683.SH）获得重要战投入股。 日前，莱尔科技披露股东权益变动，公司控股股东广东特耐尔投资有限公司（以下简称"特耐尔"）拟作 价1. ...

胜宏科技方面表示，本次增资将有利于公司进一步优化产能布局，提升客户的供应链稳定，增强市场竞争优势，对公司主 营业务的持续发展具有积极促进作用。据悉，胜宏科技深度参与国际头部大客户新产品预研，从产品规划到技术能力提升，再 到扩产计划，全程跟踪服务客户，已形成较强的技术壁垒，构建了深厚的护城河。 对于此次交易，世运电路方面表示："此举为促进与莱尔科技的战略合作，在汽车电子、新能源电池、低空飞行、人形机 器人、AI（人工智能）服务器等领域开展业务合作与资源整合。" 具体来看，双方有望在以下四个方面发挥协同效应。在现有客户资源上，莱尔科技的目前终端客户主要在国内，包括汽车 主机厂、电子代工、锂电客户，可协助世运电路拓展国内市场。在汽车电子方面，莱尔科技自主研发的纳米复合改性技术，产 品矩阵正加速向智能座舱、高级驾驶辅助系统等新兴领域的关键材料延伸布局。世运电路与莱尔科技通过"膜+FFC+PCB"的组 合产品方案，可整合技术资源，增强高端产品竞争力，共同切入国内外一线汽车终端客户的智能座舱、高级驾驶辅助系统供应 链。在AI服务器业务方面，莱尔科技开发了应用于服务器的材料，与世运电路积极切入AI服务器业务的方向一致。在供 ...

Core Viewpoint - The company is set to implement a 2025 employee stock ownership plan (ESOP) that complies with relevant laws and regulations, aiming to enhance employee engagement and align interests among stakeholders [2][3]. Summary by Sections Legal Compliance - The company confirms that there are no prohibitive circumstances under the Company Law, Securities Law, and other relevant regulations that would prevent the implementation of the employee stock ownership plan [2][3]. - The draft of the 2025 employee stock ownership plan aligns with the legal requirements and does not harm the interests of the company or its shareholders [2][3]. Procedural Validity - The procedures for formulating the employee stock ownership plan are deemed legal and effective, with proper decision-making processes followed during the review of related proposals [2][3]. Eligibility and Participation - All proposed participants in the employee stock ownership plan meet the eligibility criteria set forth in the relevant guidelines and regulations, ensuring that participation is voluntary and not enforced [3]. - The plan adheres to principles of legality, voluntary participation, and self-borne risk, with employee opinions gathered through democratic means prior to implementation [3]. Benefits and Objectives - The implementation of the employee stock ownership plan is expected to enhance employee cohesion and company competitiveness, motivating employees and aligning the long-term interests of the company, shareholders, management, and employees [3].

证券代码：688683 证券简称：莱尔科技 公告编号：2025-035 广东莱尔新材料科技股份有限公司 本公司监事会及全体监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。 一、监事会会议召开情况 表决情况：2 票同意、0 票反对、0 票弃权。监事张丽芳回避表决，议案审 议通过。 本议案尚需提交股东会审议。 具 体 内 容 详 见 公 司 于 2025 年 7 月 5 日 在 上 海 证 券 交 易 所 网 站 （ www.sse.com.cn）披露的《2025 年员工持股计划（草案）》《2025 年员工持股 计划（草案）摘要》。 广东莱尔新材料科技股份有限公司（以下简称"公司"）第三届监事会第十 二次会议通知于 2025 年 6 月 27 日以邮件等方式向全体监事发出。会议于 2025 年 7 月 3 日以通讯表决的方式召开，会议应出席监事 3 人，实际出席 3 人。 本次会议的召开符合法律、法规、部门规章、规范性文件以及《公司章程》 《监事会议事规则》的有关规定，会议决议合法、有效。 二、监事会会议审议情况 本次会议以记名投票表决方式审议通 ...

公司《2025 年员工持股计划（草案）》及其摘要的内容符合《中华人民共 和国公司法》《中华人民共和国证券法》《关于上市公司实施员工持股计划试点 的指导意见》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运 作》等有关法律法规和规范性文件以及《广东莱尔新材料科技股份有限公司章程》 的规定，遵循依法合规、自愿参与、风险自担的基本原则，在实施员工持股计划 前充分征求了公司员工意见，不存在损害公司及全体股东利益的情形，亦不存在 摊派、强行分配等方式强制员工参与员工持股计划的情形。公司实施员工持股计 划有利于提高职工凝聚力和公司竞争力，调动员工的积极性和创造性，强化公司、 股东、管理层及员工长期利益的一致性，促进各方共同关注公司的长远发展。 证券代码：688683 证券简称：莱尔科技 公告编号：2025-037 广东莱尔新材料科技股份有限公司 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。 广东莱尔新材料科技股份有限公司（以下简称"公司"）于 2025 年 7 月 3 日 召开职工代表大会，就公司拟实施的 2025 年 ...

Core Viewpoint - Guangdong Lair Technology Co., Ltd. is undergoing a share transfer where its controlling shareholder, Guangdong Tenail Investment Co., Ltd., will transfer 7,759,000 shares (5.00% of total shares) to Guangdong Shiyun Circuit Technology Co., Ltd. at a price of 19.74 yuan per share, totaling 153,162,660 yuan. This transfer does not involve a change in control or significant impact on the company's governance structure [1][2][3]. Summary by Sections Agreement Transfer Overview - The share transfer involves Guangdong Tenail Investment Co., Ltd. selling 7,759,000 shares to Guangdong Shiyun Circuit Technology Co., Ltd. at a price of 19.74 yuan per share, amounting to 153,162,660 yuan [2][3]. - Before the transfer, Tenail held 80,000,000 shares (51.55% of total shares), and after the transfer, it will hold 72,241,000 shares (46.55%) [1][2]. - Shiyun Circuit will hold 7,759,000 shares (5.00%) post-transfer, having held none prior [1][2]. Background and Purpose of the Transfer - Shiyun Circuit is a listed company on the Shanghai Stock Exchange, focusing on printed circuit boards (PCBs) and has expanded into high-growth sectors such as new energy vehicles and AI [2][3]. - The transfer aims to establish Shiyun Circuit as a strategic investor and long-term partner for Lair Technology, facilitating collaboration in automotive electronics, new energy batteries, and emerging fields like AI and robotics [3][4]. Strategic Cooperation Framework - The partnership will focus on joint research and development, optimizing product offerings in areas like "film + FFC + PCB" solutions, enhancing customer engagement and product performance [3][14]. - Both companies will leverage their customer resources in automotive electronics and new energy sectors to expand market coverage and enhance competitiveness [6][14]. - The collaboration will also explore supply chain synergies, aiming to improve procurement efficiency and stability [7][15]. Future Collaboration and Market Expansion - The strategic relationship is expected to drive joint market development, particularly in high-growth areas such as AI servers and low-altitude flying vehicles [6][14]. - Both companies will work together to identify potential acquisition opportunities in high-growth sectors, enhancing their market positions and long-term value [8][15]. Compliance and Approval Process - The share transfer is subject to compliance confirmation by the Shanghai Stock Exchange and registration with the China Securities Depository and Clearing Corporation [2][3].

Core Viewpoint - The company intends to acquire 7,759,000 shares of Guangdong Lair Technology Co., Ltd., representing 5.00% of its total share capital, at a price of 19.74 yuan per share, totaling 153,162,660 yuan, to enhance strategic cooperation in various high-tech fields [1][2][3] Transaction Overview - The transaction involves the acquisition of shares from Guangdong Tenair Investment Co., Ltd. to promote strategic collaboration in automotive electronics, new energy batteries, low-altitude flight, humanoid robots, and AI servers [2][3] - The shares will be acquired at a price of 19.74 yuan per share, based on the closing price on the trading day prior to the agreement [4][12] - The funding for the acquisition will come from the company's own funds [4][12] Purpose and Reason for the Transaction - The acquisition aims to establish a strategic partnership with Lair Technology, facilitating resource integration and enhancing competitiveness in emerging fields [3][11] - The collaboration is expected to improve shareholder returns and expand market reach, particularly in the domestic market for automotive and electronic products [3][11] Nature of the Transaction - The transaction is classified as a related party transaction due to the involvement of a related party, De Xin Venture Capital Co., Ltd., which holds a minor stake in Lair Technology [2][3] - The transaction does not constitute a major asset restructuring as defined by relevant regulations [2][3] Financial Performance of Lair Technology - Lair Technology reported a revenue of 526 million yuan for the year 2024, a year-on-year increase of 19.95%, and a net profit of 37 million yuan, up 27.69% [11] - For the first quarter of 2025, the company achieved a revenue of 165 million yuan, representing a 65.94% year-on-year growth, with a net profit of 11 million yuan, up 27.87% [11][10] Strategic Cooperation Framework - The strategic cooperation will focus on joint research and development, leveraging each company's strengths in technology and market channels to create a global collaborative sales system [16][17] - The partnership aims to explore supply chain collaboration and joint investment opportunities in various high-tech sectors [16][17]

Core Viewpoint - The company plans to acquire a 5% stake in Guangdong Lair Technology Co., Ltd. from Guangdong Tenair Investment Co., Ltd. for a total price of 153,162,660 yuan, aiming to enhance strategic cooperation in emerging industries such as automotive electronics and new energy batteries [2][3] Group 1: Acquisition Details - The acquisition involves purchasing 7,759,000 shares at a price of 19.74 yuan per share, representing 5% of Lair Technology's total equity [2] - The transaction is expected to facilitate deep strategic cooperation between the two companies in various fields, including automotive electronics, new energy batteries, and AI servers [2] Group 2: Strategic Cooperation - A strategic cooperation framework agreement was signed on July 3, 2025, outlining collaboration in technology innovation, resource sharing, and supply chain optimization [2] - The partnership aims to leverage Lair Technology's technological advantages in functional adhesive films to expand market presence and enhance competitiveness in emerging industries [3] Group 3: Financial and Operational Impact - The funding for the acquisition will come from the company's own resources, ensuring no significant adverse impact on its financial status or operational independence [3] - The strategic investment is aligned with the company's development strategy, focusing on synergistic effects to improve shareholder returns and optimize industry layout [3]

Core Viewpoint - The strategic partnership between Shiyun Circuit and Lair Technology aims to enhance competitiveness through resource integration and collaboration in various high-tech fields, including automotive electronics and new energy sectors [1][2][3] Group 1: Investment Details - Shiyun Circuit acquired a 5% stake in Lair Technology by purchasing 7.759 million shares at a price of 19.74 yuan per share, totaling 153 million yuan [1] - The transaction price represents a discount of approximately 20% compared to Lair Technology's closing price of 25.19 yuan per share [1] Group 2: Strategic Cooperation - The partnership focuses on five key areas: technological innovation and joint research, resource sharing and collaborative development, global sales network construction and channel sharing, supply chain optimization, and strategic investment layout [2] - Both companies aim to leverage their respective strengths to create a global collaborative sales system, particularly in the fields of automotive electronics and new energy batteries [2] Group 3: Future Prospects - Shiyun Circuit views this transaction as a strategic move to enhance shareholder returns through synergistic effects [3] - Lair Technology aims to leverage Shiyun Circuit's status as a strategic investor to gain a competitive edge in industry upgrades, promoting the idea that their collaboration will yield greater benefits than the sum of their individual efforts [3]

惠而浦公告称，公司预计2025年半年度实现归属于母公司所有者的净利润2.05亿元左右，与上年同期相 比，将增加1.74亿元左右，同比增加559%左右。报告期内，公司主营业务收入同比增长。 芯动联科：上半年净利润同比预增144%—199% 今日焦点惠而浦：上半年净利润同比预增559%左右 芯动联科公告称，预计2025年上半年实现营业收入在2.28亿元至2.78亿元之间，同比增长约66.04%至 102.45%；实现归属于上市公司股东的净利润在1.38亿元至1.69亿元之间，同比增长约144.46%至 199.37%。公司在手订单充足，按计划在上半年顺利实现交付。 中国船舶：吸收合并中国重工事项获上交所审核通过 普利特：上半年净利润同比预增38.88%—66.65% 中国船舶公告，公司吸收合并中国重工事项获上交所审核通过。此次交易尚需中国证监会予以注册以及 其他可能涉及的必要批准、核准、备案或许可（如需）后方可正式实施。 国投中鲁：拟购买中国电子工程设计院股份有限公司100%股份，股票复牌 国投中鲁公告称，公司拟通过发行股份购买国家开发投资集团有限公司等持有的中国电子工程设计院股 份有限公司100%股份，并向不超 ...