Group 1 - The core point of the article is that Lichen Industrial (丽臣实业) has confirmed the annual production capacity of its Shanghai Aowei factory to be approximately 250,000 tons, focusing on the production of various green surfactant products [1] - The main products produced at the Shanghai Aowei factory include AES, K12, LAS, amino acid series, and APG [1]

湖南丽臣实业股份有限公司（以下简称"公司"）于 2025 年 7 月 18 日召开第 六届董事会第二次会议，审议通过了《关于对外投资设立香港全资子公司的议案》， 具体内容详见公司 2025 年 7 月 19 日披露于《证券日报》《中国证券报》《上海 证券报》和巨潮资讯网（http://www.cninfo.com.cn）的《关于对外投资设立香港 全资子公司的公告》（2025-025）。 二、本次进展情况 近日，公司完成了香港全资子公司的注册登记手续，取得香港特别行政区公 司注册处签发的《公司注册证明书》和《商业登记证》，具体信息如下： 1、中文名称：麗臣奧威國際貿易有限公司 2、英文名称：Resun Auway International Trading CO., LIMITED 3、注册资本：100 万美元 证券代码：001218 证券简称：丽臣实业 公告编号：2025-027 湖南丽臣实业股份有限公司 关于对外投资设立香港全资子公司的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、基本情况 7、注册证明书签发日期：2025 年 7 月 31 ...

Group 1 - The company announced the establishment of a wholly-owned subsidiary in Hong Kong, named "麗臣奧威國際貿易有限公司" [1] - The board of directors approved the investment proposal on July 18, 2025 [1] - The registered capital of the subsidiary is set at 1 million USD [1] Group 2 - The registration and documentation process has been completed, with the company receiving the Certificate of Incorporation and Business Registration Certificate from the Hong Kong Companies Registry [1] - The registered address of the subsidiary is located in Hong Kong [1]

Group 1: NVIDIA and H20 Chip Controversy - NVIDIA's H20 chip faced scrutiny due to security risks, leading to a meeting with China's National Internet Information Office on July 31 [2][3] - The U.S. government previously imposed indefinite export controls on the H20 chip to China, resulting in NVIDIA incurring $4.5 billion in costs due to excess inventory [3] - NVIDIA's CEO expressed optimism about resuming shipments to China after receiving export licenses, indicating a potential recovery in sales [3][4] Group 2: Semiconductor Equipment Market Outlook - The Semiconductor Equipment and Materials International (SEMI) predicts a 7.4% year-over-year growth in global semiconductor manufacturing equipment sales, reaching $125.5 billion in 2025 [5] - Advanced logic, memory, and technology transitions are driving this growth, with expectations for sales to reach $138.1 billion by 2026 [5][6] - Demand for backend equipment is expected to surge, with testing equipment sales projected to grow by 23.2% to $9.3 billion and packaging equipment by 7.7% to $5.4 billion [5] Group 3: NAND and DRAM Market Trends - NAND equipment sales are recovering from a significant decline, with a forecasted 42.5% growth in 2025, reaching $13.7 billion, and a continued 9.7% increase in 2026 [7] - DRAM equipment sales are expected to rise by 40.2% in 2024, reaching $19.5 billion, with further growth anticipated in the following years [7] - Innovations in 3D NAND technology and advanced packaging techniques are key drivers for the semiconductor equipment market [7] Group 4: Electric Vehicle Sales Performance - BYD led the electric vehicle market with sales of 344,296 units in July, a 0.56% increase year-over-year, and a cumulative sales increase of 27.35% for the first seven months [8] - Other automakers like Geely and Great Wall Motors also reported significant sales growth, with Geely's total sales in July reaching 237,717 units, a 58% increase [8] - Li Auto and NIO also reported strong delivery numbers, with Li Auto delivering 30,731 vehicles in July and NIO delivering 21,017 vehicles [11][12]

Core Viewpoint - The company has approved the second unlock period for its 2023 restricted stock incentive plan, allowing 1,699,890 shares to be released from restrictions, which accounts for 1.3058% of the total share capital [1][7][14]. Summary by Relevant Sections Incentive Plan Approval - The board of directors approved the second unlock conditions for the 2023 restricted stock incentive plan during the meeting held on July 18, 2025 [1][7]. - The plan involves 74 incentive recipients and has undergone necessary approval procedures, including independent director reviews and legal opinions [1][5][7]. Unlock Conditions - The second unlock period is defined as the period from the first trading day after 24 months from the completion of the stock grant registration to the last trading day within 36 months [8]. - The unlock ratio for this period is set at 30% of the total granted restricted stocks [8][9]. Performance Assessment - The company has met the conditions for unlocking, including no negative audit opinions for the last fiscal year and no violations by the incentive recipients [8][9]. - The performance assessment for the incentive plan spans from 2023 to 2025, with specific annual profit growth targets set [10][12]. Share Capital Structure Changes - Following the unlock, the total share capital will adjust from 131,660,000 shares to 130,178,260 shares, reflecting the release of the restricted stocks [16]. Legal and Compliance - The company has ensured compliance with relevant laws and regulations throughout the incentive plan's implementation, with no financial assistance provided to the incentive recipients [13][16].

湖南丽臣实业股份有限公司 关于 2023 年限制性股票激励计划第二个解除限售期 解除限售股份上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 重要内容提示： 1、本次解除限售股票激励对象为74名，本次限制性股票解除限售数量为1,699,890股， 占公司目前股本总额的1.3058%。 证券代码：001218 证券简称：丽臣实业 公告编号：2025-026 2、本次解除限售股票的上市流通日为2025年7月28日。 3、本次实施的限制性股票激励计划相关内容与已披露的激励计划不存在差异。 湖南丽臣实业股份有限公司（以下简称"公司"）于2025年7月18日召开第 六届董事会第二次会议，会议审议通过了《关于2023年限制性股票激励计划第 二个解除限售期解除限售条件成就的议案》。根据公司《2023年限制性股票激 励计划（草案修订稿）》（以下简称"《激励计划（草案修订稿）》"或"本 激励计划"）的规定及公司2023年第二次临时股东大会的授权，董事会同意公 司按照《激励计划（草案修订稿）》等相关规定，为74名激励对象办理解除限 售相关事宜。可解除限售的限 ...

Core Viewpoint - The announcement details the achievement of conditions for the second unlock period of the 2023 restricted stock incentive plan, allowing 74 eligible participants to unlock a total of 1,699,890 shares, representing 1.3058% of the company's total share capital [1][6][15] Group 1: Incentive Plan Details - The company held its sixth board meeting on July 18, 2025, where it approved the conditions for the second unlock period of the 2023 restricted stock incentive plan [1][6] - The total number of restricted stocks granted under this incentive plan is 5,666,300 shares, with 1,699,890 shares eligible for unlocking in this period [5][14] - The second unlock period is defined as the period from the first trading day after 24 months from the completion of the restricted stock grant registration until the last trading day within 36 months [7][10] Group 2: Conditions for Unlocking - The company has not encountered any negative audit opinions or internal control issues in the most recent fiscal year, meeting the conditions for unlocking [8][9] - The performance assessment for the incentive plan spans from 2023 to 2025, with specific profit targets set for each year [10][12] - All 74 participants have met the performance criteria, allowing for a 100% unlocking of their shares [11][15] Group 3: Legal and Compliance - The legal opinion from Beijing Jingtian & Gongcheng Law Firm confirms that the conditions for unlocking have been met and that all necessary approvals have been obtained [15][16] - The company will fulfill its information disclosure obligations and handle the necessary registration procedures for the unlocking of shares [15][16]

1、公司符合《管理办法》和《激励计划》等法律法规、规范性文件规定的 实施股权激励计划的情形，公司具备实施股权激励计划的主体资格，符合《激励 计划》中第二个解除限售期解除限售条件的要求，未发生《激励计划》中规定的 不得解除限售的情形； 2、薪酬与考核委员会对公司2024年度业绩进行核查后认为，根据《管理办 法》和《激励计划》的规定，结合致同会计师事务所（特殊普通合伙）出具的致 同审字（2025）第441A015478号《湖南丽臣实业股份有限公司2024年度审计报 告》认定，2024年度公司实现归属于上市公司股东的扣除非经常性损益后的净利 润（剔除股份支付费用影响后）为129,716,711.30元，较2022年增长22.53%，公 司层面业绩考核满足《激励计划》规定的第二个解除限售期解除限售条件，公司 层面解除限售比例为100%。 湖南丽臣实业股份有限公司 薪酬与考核委员会对激励对象解除限售条件成就事项的 核查意见 湖南丽臣实业股份有限公司（以下简称"公司"）第六届董事会薪酬与考核委 员会根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股权 激励管理办法》（以下简称"《管理办法》"）等有关法律法规 ...

证券代码：001218 证券简称：丽臣实业 公告编号：2025-024 湖南丽臣实业股份有限公司 关于 2023 年限制性股票激励计划第二个解除限售期 解除限售条件成就的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 重要内容提示： 1、湖南丽臣实业股份有限公司2023年限制性股票激励计划第二个解除限售期解除限售 条件成就，本次符合解除限售条件的限制性股票激励对象为74名，可解除限售的限制性股 票数量为1,699,890股，占公司目前股本总额的1.3058%。 2、本次解除限售的限制性股票在相关手续办理完成后、上市流通前，公司将发布相关 提示性公告，敬请投资者注意。 湖南丽臣实业股份有限公司（以下简称"公司"）于 2025 年 7 月 18日召开 第六届董事会第二次会议，会议审议通过了《关于 2023 年限制性股票激励计划 第二个解除限售期解除限售条件成就的议案》，根据《上市公司股权激励管理 办法》（以下简称"《管理办法》"）、公司《2023 年限制性股票激励计划 （草案修订稿）》（以下简称"《激励计划（草案修订稿）》"或"本激励计 划"）的相关规定及 ...

中国北京市朝阳区建国路 77 号华贸中心 3 号写字楼 34 层 邮政编码 100025 电话: (86-10) 5809-1000 传真: (86-10) 5809-1100 北京市竞天公诚律师事务所 关于湖南丽臣实业股份有限公司 2023 年限制性股票激励计划第二个解除限售期 解除限售条件成就的法律意见书 致：湖南丽臣实业股份有限公司 北京市竞天公诚律师事务所（以下称"本所"）接受湖南丽臣实业股份有限公 司（以下称"公司"或"丽臣实业"）的委托，根据《中华人民共和国公司法》（以 下称"《公司法》"）、《中华人民共和国证券法》（以下称"《证券法》"）、《上 市公司股权激励管理办法》（以下称"《管理办法》"）等有关法律、法规和规范 性文件及《湖南丽臣实业股份有限公司章程》（以下称"《公司章程》"）、《湖 南丽臣实业股份有限公司 2023 年限制性股票激励计划（草案修订稿）》（以下 称"《激励计划》"）的规定，就公司 2023 年限制性股票激励计划（以下称"激励 计划"或"本次激励计划"）第二个解除限售期解除限售条件成就的相关事宜（以 下称"本次解除限售"）出具本法律意见书。 为出具本法律意见书之目的，本所律师 ...