证券代码：000925 证券简称：众合科技 公告编号：临 2025-078 浙江众合科技股份有限公司 关于 2022 年员工持股计划及第四期员工持股计划 存续期即将届满的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 一、公司 2022 年员工持股计划及第四期员工持股计划的相关决策流程 （一）2022 年员工持股计划 （二）第四期员工持股计划 公司于 2023 年 4 月 23 日召开的第八届董事会第二十次会议、第八届监事会 第十三次会议，于 2023 年 5 月 15 日召开的 2022 年度股东大会审议并通过了《第 四期员工持股计划（草案）及其摘要的议案》《关于<公司第四期员工持股计划 管理办法>的议案》等相关议案。 具 体 内 容 详 见 《 证 券 时 报 》 《 证 券 日 报 》 和 巨 潮 资 讯 网 (http://www.cninfo.com.cn)的相关公告。 根据《关于上市公司实施员工持股计划试点的指导意见》《深圳证券交易所 1 / 5 上市公司自律监管指引第 1 号——主板上市公司规范运作》等相关要求，公司应 当在员工持股计划 ...

Core Viewpoint - The rail transit equipment sector experienced a slight decline of 0.07% on November 10, with Tianyi New Materials leading the losses, while the Shanghai Composite Index rose by 0.53% and the Shenzhen Component Index increased by 0.18% [1] Summary by Category Market Performance - The rail transit equipment sector's performance was mixed, with individual stocks showing varied results in terms of price changes and trading volumes [1] - The closing prices and percentage changes of key stocks in the sector were as follows: - Gongda Gaoke: 23.77, +5.88% - China Communication Signal: 5.50, +2.23% - Xianghe Industry: 12.49, +1.71% - Zhonghe Technology: 8.23, +1.48% - Tieke Railway: 22.76, +1.47% - Shenzhou High-speed Railway: 3.00, +1.35% - Jiuzhou Yitui: 15.44, +1.11% - Yonggui Electric: 18.38, +1.10% - Changqing Technology: 20.22, +0.50% - Jiaokong Technology: 24.11, +0.42% [1] Stock Declines - Tianzhi New Materials saw the largest decline at -13.63%, followed by other notable declines: - Leirwei: -3.39% - Kanni Electromechanical: -2.03% - Bidetech: -1.61% - Tongke Technology: -1.40% - Quandu Heavy Industry: -1.17% [2] Capital Flow - The rail transit equipment sector experienced a net outflow of 110 million yuan from institutional investors, while retail investors saw a net inflow of 7.1352 million yuan [2] - The capital flow for key stocks indicated: - Shenzhou High-speed Railway: 12.2845 million yuan net inflow from institutions - Changqing Technology: 8.4701 million yuan net inflow from institutions - Gongda Gaoke: 8.2147 million yuan net inflow from institutions [3]

存储芯片概念股活跃，不断创新高，比如神工股份、英唐智控（300131）、盈新发展（000620）、大为股份（002213）等。 当前市场对存储芯片行业的关注度很高，存储芯片行业正处于周期复苏、AI驱动和国产替代三大趋势的交汇点。 11月9日，存储芯片大厂闪迪(SanDisk)大幅上调NAND闪存合约价格，涨幅高达50%。 存储芯片整个产业正在强劲增长，各种不同东西短缺的。 众合科技的子公司海纳股份的最新业务，在金华和浦江基地即将投产，预计在2025年内投产。 通过半导体产业链的分析，众合科技作为半导体基础材料供应商，众合科技生产的半导体单晶硅片(抛光片、研磨片)是制造所有半导体芯片的"地基"，从理 论上来说，众合科技的材料可以作为存储芯片制造链条中的一环。 众合科技今年以来，股价一直横盘震荡，估值处于低位，后续继续关注众合科技在半导体材料领域的布局，能否在存储芯片上游加大研发，拓展到存储芯片 材料工艺，值得继续关注众合科技的产业布局。 存储芯片市场经历了长时间的低迷，2024年下半年开始走出低谷，2025年全面复苏，人工智能对算力的巨大需求会重塑存储市场，加上国产替代的背景，给 国产存储芯片企业带来了很大的发 ...

Core Insights - The stock price of Zhonghe Technology increased by 2.10% on November 10, reaching 8.28 CNY per share, with a market capitalization of 5.6 billion CNY [1] - The company has experienced a year-to-date stock price decline of 4.50%, but has seen a recent increase of 5.48% over the last five trading days [1] Financial Performance - For the period from January to September 2025, Zhonghe Technology reported a revenue of 1.446 billion CNY, representing a year-on-year growth of 31.47% [2] - The net profit attributable to shareholders was -46.22 million CNY, showing a year-on-year increase of 47.01% [2] Business Overview - Zhonghe Technology's main business segments include rail transit systems (54.76% of revenue), monocrystalline silicon and its products (32.74%), automatic ticketing systems (9.01%), smart products (2.24%), and others (1.25%) [1] - The company is classified under the mechanical equipment industry, specifically in rail transit equipment [2] Shareholder Information - As of September 30, the number of shareholders for Zhonghe Technology was 48,600, a decrease of 7.08% from the previous period [2] - The average number of circulating shares per shareholder increased by 7.62% to 13,847 shares [2] Dividend Information - Since its A-share listing, Zhonghe Technology has distributed a total of 78.68 million CNY in dividends, with 10.04 million CNY distributed over the last three years [3]

Core Viewpoint - The stock of Zhonghe Technology has shown a slight increase, with a current price of 8.18 CNY per share, while the company has experienced a year-to-date decline of 5.65% in stock price [1] Company Overview - Zhonghe Technology, established on June 7, 1999, and listed on June 11, 1999, is located in Hangzhou, Zhejiang Province. The company specializes in rail transit, environmental protection, semiconductor energy-saving materials, and wastewater treatment [1] - The main revenue sources are: rail transit signal systems (54.76%), monocrystalline silicon and its products (32.74%), automatic ticketing systems (9.01%), smart products (2.24%), and others (1.25%) [1] Financial Performance - For the period from January to September 2025, Zhonghe Technology achieved an operating income of 1.446 billion CNY, representing a year-on-year growth of 31.47%. However, the net profit attributable to the parent company was -46.22 million CNY, an increase of 47.01% year-on-year [2] - The company has distributed a total of 78.68 million CNY in dividends since its A-share listing, with 10.04 million CNY distributed in the last three years [3] Market Activity - As of November 7, the stock price increased by 2.12%, with a trading volume of 56.8 million CNY and a turnover rate of 1.05%. The total market capitalization stands at 5.533 billion CNY [1] - The net inflow of main funds was 5.996 million CNY, with significant buying activity from large orders [1] Shareholder Information - As of September 30, the number of shareholders for Zhonghe Technology was 48,600, a decrease of 7.08% from the previous period. The average circulating shares per person increased by 7.62% to 13,847 shares [2]

Core Viewpoint - Zhonghe Technology announced the repurchase of 5,802,883 shares, representing 0.86% of the company's total share capital, through a centralized bidding method as of October 31, 2025 [2] Summary by Category - **Company Actions** - The company has initiated a share repurchase program, acquiring a total of 5,802,883 shares [2] - The repurchased shares account for 0.86% of the company's current total share capital [2]

Core Viewpoint - Zhonghe Technology (000925.SZ) has repurchased a total of 5.8029 million shares, representing 0.86% of the company's total share capital, through a centralized bidding method as of October 31, 2025 [1] Summary by Category - **Share Repurchase Details** - The highest transaction price was 8.38 CNY per share, while the lowest was 7.40 CNY per share [1] - The total amount spent on the repurchase was 44.6194 million CNY, excluding stamp duty and transaction commissions [1]

证券代码：000925 证券简称：众合科技 公告编号：临 2025-076 浙江众合科技股份有限公司 关于股份回购进展情况的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 浙江众合科技股份有限公司（以下简称"公司"）于 2025 年 1 月 20 日召开 的第九届董事会第八次会议审议通过了《关于回购部分社会公众股份方案暨取得 股票回购专项贷款的议案》，同意公司使用自有资金及股票回购专项贷款资金通 过集中竞价交易方式回购部分股份用于股权激励或员工持股计划，回购总金额不 低于人民币 4,250 万元（含）且不超过人民币 8,500 万元（含），回购价格不超 过人民币 12.46 元/股（含），实施期限为自董事会审议通过本次回购方案之日 起 12 个月内。具体内容详见公司于 2025 年 1 月 22 日在《证券时报》《上海证 券报》及巨潮资讯网（http://www.cninfo.com.cn）披露的《关于回购部分社会 公众股份方案暨取得股票回购专项贷款的公告》（公告编号：2025-007）。 一、回购股份的进展情况 截至 2025 年 10 月 31 日，公 ...

Group 1 - The core viewpoint of the news is that Zhonghe Technology (000925.SZ) reported its Q3 2025 results, highlighting the institutional investor landscape and changes in shareholding [1] - As of October 29, 2025, a total of 13 institutional investors disclosed holdings in Zhonghe Technology A-shares, with a combined holding of 149 million shares, representing 21.97% of the total share capital [1] - The top ten institutional investors collectively hold 21.85% of the shares, with a decrease of 0.59 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two new public funds were disclosed this quarter, including Chuangjin Hexin Qifu Youxuan Stock Initiation A and E Fund Zhongzheng 2000 ETF [2] - A total of 24 public funds were not disclosed this quarter compared to the previous quarter, including Yongying Low Carbon Environmental Smart Selection Mixed Initiation A and Huaxia Panyi One-Year Open Mixed [2]

Core Viewpoint - Zhejiang Zhonghe Technology Co., Ltd. has released its third-quarter report for 2025, ensuring the accuracy and completeness of the disclosed information [1][2]. Financial Data - The third-quarter financial report has not been audited [3][7]. - The company has not made any retrospective adjustments or restatements of previous accounting data [3]. - Non-recurring gains and losses are applicable, but the company does not classify any non-recurring items as recurring [3]. Shareholder Information - The total number of common shareholders is not specified, but the top ten shareholders include a repurchase account holding 14,508,530 shares, representing 2.15% of total shares [5]. - There are no changes in the borrowing or returning of shares among the top ten shareholders compared to the previous period [5]. Board Meeting - The 16th meeting of the 9th Board of Directors was held on October 29, 2025, with all ten directors participating [8]. - The meeting approved the third-quarter report, with all board members confirming its accuracy and completeness [9][10]. Related Transactions - The company has adjusted the expected amount for daily related transactions for 2025, increasing it based on actual operational needs [13][17]. - The total expected amount for daily related transactions is now 38,825.97 million yuan, which includes an additional 14,384.00 million yuan [17]. - The adjustments do not require shareholder approval as they do not exceed 5% of the company's latest audited net assets [18]. Asset Impairment - The company has made provisions for asset impairment for the period from January to September 2025, including provisions for receivables and inventory [42][45]. - The total amount of credit impairment loss recognized is 2,175.84 million yuan, while the reversal of credit impairment loss amounts to 1,091.68 million yuan, resulting in a net increase of 32.78 million yuan in net profit attributable to the parent company [45].