Core Points - Zhejiang Jiaokao (002061.SZ) announced that it received a notice from Zhejiang Transportation Group regarding an increase in shareholding that touched the 1% integer multiple threshold [1] - From June 19, 2025, to September 25, 2025, Zhejiang Transportation Group cumulatively increased its shareholding by 26,705,483 shares, accounting for 1.00% of the total share capital [1] - After this increase, Zhejiang Transportation Group holds 1,148,337,109 shares, representing 43.00% of the total share capital, and the increase plan has not yet been fully implemented [1]

Core Viewpoint - Zhejiang Jiaokao (002061.SZ) received a notification from Zhejiang Transportation Group regarding an increase in shareholding, indicating a strategic move to enhance its stake in the company [1] Summary by Categories Shareholding Increase - Zhejiang Transportation Group increased its shareholding in Zhejiang Jiaokao by acquiring 26,705,483 shares from June 19, 2025, to September 25, 2025, which represents 1.00% of the total share capital [1] - After this acquisition, Zhejiang Transportation Group holds a total of 1,148,337,109 shares, accounting for 43.00% of the company's total share capital [1] - The shareholding increase has reached a threshold of 1% and the group plans to continue its share acquisition strategy [1]

关于控股股东增持股份触及 1%整数倍的公告 公司控股股东浙江省交通投资集团有限公司保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 浙江交通科技股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日披露 《关于控股股东增持公司股份计划的公告》（公告编号：2025-031），公司控股 股东浙江省交通投资集团有限公司（以下简称"浙江交通集团"）基于对公司长 期投资价值的认可及未来发展前景的信心，计划自 2025 年 4 月 9 日起 6 个月内， 通过集中竞价、大宗交易等方式增持公司股份，增持数量不低于公司总股本的 1%，不高于总股本的 2%，拟增持价格不高于 8.77 元/股。 公司于 2025 年 9 月 25 日收到浙江交通集团出具的《关于增持股份触及 1% 整数倍的告知函》，浙江交通集团于 2025 年 6 月 19 日至 2025 年 9 月 25 日期间 通过深圳证券交易所以集中竞价方式累计增持公司股份 26,705,483.00 股，占公 司总股本 1.00%。本次增持后，浙江交通集团持有 ...

Core Viewpoint - The company emphasizes the importance of market value management and has implemented a series of measures to enhance its market valuation, including external mergers and acquisitions, stock incentives, and share buybacks by major shareholders [1] Group 1: Market Value Management - The company has developed a "Market Value Management System" and a "2025 Valuation Enhancement Plan" to align with regulatory guidelines [1] - The company is actively exploring external mergers and acquisitions as part of its strategy to strengthen market value management [1] - The company plans to optimize investor communication channels and flexibly use market value maintenance tools to protect and enhance state-owned assets [1]

Market Overview - On September 22, the infrastructure sector declined by 1.17%, with Guosheng Technology leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Notable gainers in the infrastructure sector included: - *ST Huawang (603007): Closed at 5.27, up 4.98% with a trading volume of 100,400 shares and a turnover of 52.73 million yuan - *ST Zhengping (603843): Closed at 4.88, up 4.95% with a trading volume of 347,500 shares and a turnover of 165 million yuan - Zhejiang Jiaoke (002061): Closed at 4.22, up 1.44% with a trading volume of 151,380 shares and a turnover of 215 million yuan [1] - Major decliners included: - Guosheng Technology (603778): Closed at 3.35, down 9.95% with a trading volume of 500,700 shares and a turnover of 170 million yuan - *ST Yuancheng (603388): Closed at 1.73, down 4.95% with a trading volume of 157,600 shares and a turnover of 27.71 million yuan - Palm Shares (002431): Closed at 2.49, down 3.86% with a trading volume of 863,500 shares and a turnover of 216 million yuan [2] Capital Flow Analysis - The infrastructure sector experienced a net outflow of 456 million yuan from institutional investors, while retail investors saw a net inflow of 319 million yuan [2] - Key stocks with significant capital flow included: - Zhejiang Jiaoke (002061): Net inflow of 34.96 million yuan from institutional investors, but a net outflow of 19.61 million yuan from retail investors [3] - Xinjiang Jiaojian (002941): Net inflow of 28.40 million yuan from institutional investors, with a net outflow of 54.30 million yuan from retail investors [3] - Sichuan Luqiao (600039): Net inflow of 8.93 million yuan from institutional investors, with a net outflow of 1.59 million yuan from retail investors [3]

Core Viewpoint - Zhejiang Jiaokao's stock price has shown a positive trend with a year-to-date increase of 7.46%, reflecting investor confidence and market interest in the company's operations and financial performance [1][2]. Financial Performance - For the first half of 2025, Zhejiang Jiaokao reported a revenue of 18.647 billion yuan, representing a year-on-year growth of 1.12%, while the net profit attributable to shareholders was 545 million yuan, up 6.43% compared to the previous year [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 2.028 billion yuan in dividends, with 974 million yuan distributed over the last three years [3]. Stock Market Activity - As of September 22, 2023, Zhejiang Jiaokao's stock price was 4.25 yuan per share, with a trading volume of 154 million yuan and a turnover rate of 1.43%, leading to a total market capitalization of 11.35 billion yuan [1]. - The stock has seen a net inflow of 14.78 million yuan from main funds, with significant buying activity from large orders, indicating strong market interest [1]. Shareholder Structure - As of September 10, 2023, the number of shareholders for Zhejiang Jiaokao was 48,500, a decrease of 1.10% from the previous period, while the average number of circulating shares per person increased by 1.12% to 53,580 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 25.67 million shares, a decrease of 1.68 million shares from the previous period [3].

浙江交通科技股份有限公司 4.董事、高级管理人员的权益授予价值按照不高于授予时薪酬总水平（含权益授予价值） 的40%确定。 2024年限制性股票激励计划预留授予激励对象名单（授予日） 一、激励对象获授的限制性股票分配情况 预留授予的限制性股票在各激励对象间的分配情况如下表所示： | 姓名 | 职务 | 获授的权益数量 （万股） | 占预留授予总量 的比例 | 占股本总额 的比例 | | --- | --- | --- | --- | --- | | 于群力 | 董事长、非独立董事 | 45.65 | 12.18% | 0.017% | | 谢洪波 | 副总经理 | 36.52 | 9.74% | 0.014% | | 中层管理人员及核心技术（业务）骨干（46 人） | | 292.64 | 78.08% | 0.110% | | 预留授予合计 | | 374.81 | 100.00% | 0.140% | 注：1.上述部分合计数与各明细数直接相加之和在尾数上如有差异，是由于四舍五入所造 成； 2.本计划激励对象未参与两个或两个以上上市公司股权激励计划，激励对象不包括独立董 事、外部董事、监事及单独或合计持有公 ...

重要内容提示： 浙江交通科技股份有限公司（以下简称"公司"）于 2025 年 9 月 19 日召开第 九届董事会第十六次会议和第九届监事会第十次会议，审议通过了《关于向激励对 象授予预留部分限制性股票的议案》，董事会认为公司 2024 年限制性股票激励计划 （以下简称"本激励计划"、"激励计划"、"本计划"）规定的限制性股票预留 授予条件已经成就，根据 2025 年第一次临时股东会授权，同意确定 2025 年 9 月 19 日为预留授予日，向符合条件的 48 名激励对象授予 374.81 万股限制性股票。现将有 关事项说明如下： 一、股权激励计划简述及已履行的程序 （一）激励计划简述 1.激励工具及标的股票来源 本计划采用限制性股票作为激励工具，标的股票来源为公司向激励对象定向发 行公司 A 股普通股股票。 证券代码：002061 证券简称：浙江交科 公告编号：2025-082 浙江交通科技股份有限公司 关于向激励对象授予预留部分限制性股票的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 2.标的股票的数量（调整前） 本计划拟向激励对象授予 7,797. ...

浙江交通科技股份有限公司董事会薪酬与考核委员会 （2）最近 12 个月内被中国证监会及其派出机构认定为不适当人选； （3）最近 12 个月内因重大违法违规行为被中国证监会及其派出机构行政处罚 或者采取市场禁入措施； （4）具有《公司法》规定的不得担任公司董事、高级管理人员情形的； （5）法律法规规定不得参与上市公司股权激励的； 关于 2024 年限制性股票激励计划 预留授予激励对象名单（授予日）的核查意见 浙江交通科技股份有限公司（以下简称"公司"）董事会薪酬与考核委员会依 据《公司法》《证券法》《上市公司股权激励管理办法》(以下简称"《管理办法》") 《国有控股上市公司(境内)实施股权激励试行办法》《关于规范国有控股上市公司实 施股权激励制度有关问题的通知》和《公司章程》等有关规定，对公司 2024 年限制 性股票激励计划(以下简称"本次激励计划")预留授予激励对象名单（授予日）进行 了核查，发表核查意见如下： 1.获授权益的激励对象为公司的董事、高层管理人员、中层管理人员及核心技术 （业务）骨干，均于公司任职并签署劳动合同或聘用协议。 2.获授权益的激励对象不存在《管理办法》规定的不得成为激励对象的情形： ...

证券简称：浙江交科 证券代码：002061 上海荣正企业咨询服务（集团）股份有限公司 关于 浙江交通科技股份有限公司 2024 年限制性股票激励计划预留授予相关事项 之 独立财务顾问报告 2025 年 9 月 | | | | 浙江交科、本公司、公司 | 指 | 浙江交通科技股份有限公司 | | --- | --- | --- | | 本激励计划、本计划 | 指 | 浙江交通科技股份有限公司 年限制性股票激励计划 2024 | | 限制性股票 | 指 | 公司根据本激励计划规定的条件和价格，授予激励对象一定数量的 公司股票，该等股票设置一定期限的限售期，在达到本激励计划规 | | | | 定的解除限售条件后，方可解除限售流通 | | 激励对象 | 指 | 本计划中获得限制性股票的公司董事、高层管理人员、中层管理人 | | | | 员及核心技术（业务）骨干 | | 授予日 | 指 | 公司向激励对象授予限制性股票的日期，授予日必须为交易日 | | 授予价格 | 指 | 激励对象获授每一股限制性股票的价格 | | 有效期 | 指 | 自限制性股票首次授予登记完成之日起至限制性股票全部解除限 | | | | 售或回购 ...