Core Viewpoint - The company, Zhejiang Shun'an Artificial Environment Co., Ltd., has announced the lifting of restrictions on the first phase of its long-term incentive plan, allowing 3,073,637 restricted shares to be listed for trading on August 15, 2025, which represents 0.2885% of the total share capital [1][19]. Summary by Sections Incentive Plan Overview - A total of 334 individuals, including retirees, are eligible for the lifting of restrictions on their shares [1][19]. - The first lifting of restrictions is part of the long-term incentive plan initiated in 2023, which includes both restricted stocks and stock options [1][19]. Approval Process - The approval process for the incentive plan involved multiple meetings of the board of directors and the supervisory board, with relevant proposals submitted for review and approval [2][3][4]. - The independent directors provided their opinions on the matters related to the incentive plan, ensuring compliance with regulations [2][3]. Conditions for Lifting Restrictions - The first lifting of restrictions is contingent upon the completion of a 12-month lock-up period following the initial grant date, which was completed on February 27, 2024 [9][16]. - Specific conditions must be met for the lifting of restrictions, including the absence of negative audit opinions and compliance with legal regulations [9][10]. Performance Targets - The performance assessment for the incentive plan is based on the company's net profit, with a target of 9.29 billion yuan for 2024, representing a growth of 10% from the previous year [11][13]. - The assessment period for the incentive plan spans three years, from 2024 to 2026, with annual performance evaluations [11][13]. Changes in Share Structure - Following the lifting of restrictions, the total number of restricted shares will decrease from 149,124,377 to 146,050,740, while the number of unrestricted shares will increase correspondingly [21]. - The overall share capital remains unchanged at 1,065,436,182 shares [21]. Legal and Compliance Documentation - The company has prepared legal opinions and resolutions from the board meetings regarding the lifting of restrictions and other related matters [22].

证券代码：002011 证券简称：盾安环境 公告编号：2025-036 浙江盾安人工环境股份有限公司 关于长期激励计划第一期暨 2023 年限制性股票与股 票期权激励计划之限制性股票第一个解除限售期解 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内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 根据浙江盾安人工环境股份有限公司（以下简称"公司"或"盾安环境"）2024 年第一次临时股东大会的授权，公司于2025年7月28日召开第九届董事会第二次 会议，审议通过了《关于长期激励计划第一期暨2023年限制性股票与股票期权激 励计划第一个解除限售期解除限售条件成就的议案》。根据《浙江盾安人工环境 股份有限公司长期激励计划第一期暨2023年限制性股票与股票期权激励计划（草 案）》（以下简称"《第一期限制性股票与股票期权激励计划（草案）》"、"本激励 计划"）规定，公司办理了本激励计划第一个解除限售期解除限售股份上市流通 手续。现将有关事项说明如下： 一、本次激励计划已履行的审批程序 （一）2023 年 12 月 25 日，公司董事会薪酬与考核委员会召开会议审议通 过 ...

Group 1 - The core viewpoint of the news is that ZheJiang ShunAn Artificial Environment Co., Ltd. has shown positive financial performance in the first quarter of 2025, with a total operating revenue of 3.021 billion yuan, a year-on-year increase of 15.05%, and a net profit attributable to shareholders of 218 million yuan, up 4.34% year-on-year [1] - The company's liquidity ratios are strong, with a current ratio of 1.638 and a quick ratio of 1.346, indicating good short-term financial health [1] - The company's debt level is moderate, with a debt-to-asset ratio of 52.01%, suggesting a balanced approach to leveraging [1] Group 2 - ZheJiang ShunAn Artificial Environment Co., Ltd. has made investments in 24 companies and participated in 450 bidding projects, indicating active engagement in business expansion and collaboration [2] - The company holds a significant intellectual property portfolio, with 61 trademarks and 1,001 patents, reflecting its commitment to innovation and competitive advantage [2] - The company has obtained 2 administrative licenses, which may enhance its operational capabilities and compliance [2]

Group 1 - The core point of the article is that Shun'an Environment (002011) has filed an international patent application for a "one-way valve" with the application number PCT/CN2025/073698, which is set to be published internationally on August 7, 2025 [1] Group 2 - Shun'an Environment has announced a total of 39 international patent applications this year, representing an increase of 85.71% compared to the same period last year [4] - In the 2024 annual report, the company invested 503 million yuan in research and development, which is a year-on-year increase of 15.88% [4]

Core Insights - The condenser industry is a key component in energy conversion and thermal management, experiencing rapid growth since the late 20th century due to China's economic expansion [1][4] - The market size for condensers in China is projected to reach 7.693 billion yuan in 2024, an increase of 663 million yuan from 2023, with an estimated size of approximately 8.98 billion yuan in 2025 [4][6] - The market share of different types of condensers in China includes approximately 33% for water-cooled condensers, 38% for air-cooled condensers, and 24% for evaporative condensers, with the latter gaining traction due to its water and energy-saving advantages [6][1] Industry Overview - The condenser industry is defined as a critical device for heat exchange in refrigeration and heat pump systems, with applications in industrial cooling, energy recovery, and more [2][4] - The industry is categorized into three main types: water-cooled, air-cooled, and evaporative condensers, each with distinct operational characteristics and efficiencies [2][3] Market Dynamics - The growth of the condenser market is driven by factors such as industrialization, demand for building air conditioning, and cold chain logistics [4][1] - The industry is currently in a phase of steady growth, supported by the recovery of industrial refrigeration demand and advancements in energy efficiency [16][4] Competitive Landscape - The Chinese condenser market is characterized by a large number of small-scale manufacturers, resulting in low industry concentration, with a few companies holding significant market share [10][12] - Key players in the industry include Bond Shares, Yinte Technology, and several others, with varying degrees of market presence and product offerings [10][12][14] Company Performance - Yinte Technology reported a revenue of 525 million yuan and a net profit of 59 million yuan for 2024 [12] - Bond Shares achieved a revenue of 327 million yuan for its condensers in 2024, reflecting a 13 million yuan increase from 2023, with a gross margin of 39.53% [14] Future Trends - The condenser industry is expected to evolve towards energy efficiency, environmental sustainability, and digitalization, driven by global economic growth and rising living standards [16][1]

浙江盾安人工环境股份有限公司 关于召开 2025 年第二次临时股东会的通知 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、召开会议的基本情况 证券代码：002011 证券简称：盾安环境 公告编号：2025-035 1、股东会届次：2025 年第二次临时股东会。 2、股东会召集人：公司第九届董事会。 3、会议召开合法、合规性：公司于 2025 年 7 月 28 日召开第九届董事会第 二次会议审议通过《关于召开 2025 年第二次临时股东会的议案》。本次股东会 会议召开符合《中华人民共和国公司法》《上市公司股东会规则》等有关法律、 法规和《浙江盾安人工环境股份有限公司章程》的规定。 4、会议召开的日期、时间： 现场会议召开时间为：2025 年 8 月 21 日（星期四）下午 15:30。 网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为： 2025 年 8 月 21 日上午 9:15-9:25，9:30-11:30，下午 13:00-15:00；通过深圳证券 交易所互联网投票系统进行网络投票的具体时间为：2025 年 8 月 21 日 9:1 ...

证券之星消息，7月31日家电零部件板块较上一交易日下跌0.86%，三星新材领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。家电零部件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301252 | 同星科技 | 28.15 | 4.92% | 10.09万 | | 2.80亿 | | 002420 | 毅昌科技 | 6.57 | 4.45% | 75.63万 | | 5.12亿 | | 301280 | 珠城科技 | 43.73 | 2.10% | 4.46万 | | 1.95亿 | | 002290 | 禾盛新材 | 31.29 | 1.39% | - 4.02万 | | 1.26亿 | | 002418 | 康盛股份 | 3.49 | 1.16% | 51.04万 | | 1.79亿 | | 836693 | 海达尔 | 46.80 | 0.71% | 1.00万 | | 4753.20万 | | ...

证券日报网讯 7月29日晚间，盾安环境发布公告称，公司第九届董事会第二次会议审议通过了《关于长 期激励计划第一期暨2023年限制性股票与股票期权激励计划第一个解除限售期解除限售条件成就的议 案》等多项议案。 （编辑 任世碧） ...

（记者 曾健辉） 截至发稿，盾安环境市值为123亿元。 每经头条（nbdtoutiao）——直击首例基孔肯雅热报告社区：下水井盖都加装纱网和胶带，已很难见到 一只蚊子！千人投入"防蚊战" 每经AI快讯，盾安环境（SZ 002011，收盘价：11.56元）7月29日晚间发布公告称，公司第九届第二次 董事会会议于2025年7月28日以通讯方式召开。会议审议了《关于召开2025年第二次临时股东会的议 案》等文件。 2024年1至12月份，盾安环境的营业收入构成为：通用设备制造业占比94.01%，其他占比5.99%。 ...

关于长期激励计划第一期暨 2023 年限制性股票与股 票期权激励计划之股票期权第一个行权期行权条件 成就的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码：002011 证券简称：盾安环境 公告编号：2025-031 浙江盾安人工环境股份有限公司 重要内容提示： 浙江盾安人工环境股份有限公司（以下简称"公司"或"盾安环境"）于2025年 7月28日召开第九届董事会第二次会议，审议通过了《关于长期激励计划第一期 暨2023年限制性股票与股票期权激励计划第一个行权期行权条件成就的议案》。 现将相关事项说明如下： 一、本次激励计划已履行的审批程序 （一）2023 年 12 月 25 日，公司董事会薪酬与考核委员会召开会议审议通 过《关于<浙江盾安人工环境股份有限公司长期激励计划（草案）>的议案》《关 1 2023年限制性股票与股票期权激励计划之股票期权第一个行权期行权条件 已经成就； 本次符合行权条件的激励对象共计38人，可行权股票期权数量为1,744,866份， 行权价格为13.21元/份（若在行权期内公司发生派息、资本公积金转增股本、 派发股票红利 ...