| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002011 | 盾安环境 | 13.56 | 9.98% | 81.06万 | | 10.80 乙 | | 001268 | 联合精密 | 35.16 | 6.71% | 6.05万 | | 2.06亿 | | 002420 | 毅昌科技 | 7.22 | 6.02% | 56.83万 | | 4.07亿 | | 603112 | 未知服役 | 17.55 | 5.98% | 21.16万 | | 3.66亿 | | 301135 | 瑞德智能 | 31.09 | 5.60% | 7.47万 | | 2.29亿 | | 836693 | 海达尔 | 45.97 | 5.19% | 8024.09 | | 3662.71万 | | 002050 | 三化智控 | 28.53 | 5.01% | 159.25万 | | 44.88 乙 | | 300279 | 和晶科技 | 8.63 | 4.73% | 65.04万 | | 5.61 ...

证券之星消息，根据市场公开信息整理，盾安环境(002011)于8月15日将有307.36万股限售股份解禁，为 公司股权激励限售股份，占公司总股本0.29%。(本次数据根据历史公告整理得出,实际情况以上市公司 最新公告为准)本次解禁后，公司还有1.46亿股限售股份，占总股本13.71%。具体如下图所示： 盾安环境财务数据及主营业务： 盾安环境2025年一季报显示，公司主营收入30.21亿元，同比上升15.05%；归母净利润2.18亿元，同比 上升4.34%；扣非净利润2.11亿元，同比上升5.44%；负债率52.01%，投资收益2424.78万元，财务费 用-239.18万元，毛利率16.14%。 盾安环境(002011)主营业务：制冷配件、制冷空调设备、新能源汽车热管理核心零部件的研发、生产和 销售。 本次解禁涉及股东明细见下表： | 股东名称 | 解禁数量(股) | 解禁市值(元) | 锁定期 (月) | | 限售类型 | | --- | --- | --- | --- | --- | --- | | 李建军 | 9.04万 | 112.91万 | | 17 | 股权激励限售股份 | | 徐燕高 | 5.9 ...

（文章来源：每日经济新闻） 盾安环境（002011.SZ）8月14日在投资者互动平台表示，公司在泰国的生产基地主要从事制冷配件的生 产和销售业务。泰国生产基地作为我们海外布局的重要一环，不仅拥有长达17年的运营历史，更是公司 连接东南亚乃至全球市场的桥头堡，目前产能利用率均维持在良好水平，生产经营正常、在手订单充 足。 每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘，您好，请问贵司在泰国的生产基地，最 近是否经营正常？ ...

Market Overview - The home appliance components sector experienced a decline of 2.09% on August 14, with Haili Co. leading the drop [1] - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index closed at 11451.43, down 0.87% [1] Stock Performance - Kangsheng Co. saw a significant increase of 9.93%, closing at 4.65, with a trading volume of 866,400 shares and a turnover of 401 million [1] - Haili Co. reported a substantial decline of 10.01%, closing at 22.75, with a trading volume of 1,995,000 shares and a turnover of 461 million [2] - Other notable performers included Xing Shuai Er, which increased by 2.79%, and Shunwei Co., which rose by 2.22% [1] Capital Flow - The home appliance components sector experienced a net outflow of 1.143 billion in main funds, while retail investors saw a net inflow of 1.068 billion [2] - The table of capital flow indicates that Kangsheng Co. had a net inflow of 1.47 million from main funds, while retail investors had a net outflow of 8.22 million [3] Individual Stock Analysis - Kangsheng Co. had a main fund net inflow of 1.47 million, accounting for 36.74% of its total, while retail investors had a net outflow of 8.22 million [3] - Haili Co. faced a significant main fund net outflow of 10.01%, indicating a strong sell-off [2] - Other companies like Yichang Technology and Shunwei Co. also showed mixed capital flows, with varying levels of net inflows and outflows from different investor categories [3]

Group 1 - The core viewpoint of the article highlights that Shun'an Environment is actively engaging in educational initiatives through its video series aimed at students and industry professionals [1] - The video series "Zhi Xin Ming Shi Hua Leng Nuan" has gained significant attention, with total views exceeding 230,000, particularly focusing on electronic expansion valves [1] - The company has partnered with the China Refrigeration and Air Conditioning Industry Association to co-create content, enhancing its educational outreach [1] Group 2 - The video series has been incorporated into the resource library of Shunde Vocational and Technical College, indicating its academic relevance [1] - The company plans to continue enriching video content to support knowledge dissemination and technical exchange within the industry [1]

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]