Company Overview - Shenzhen Dawi Innovation Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on October 25, 2000. The company was listed on February 1, 2008. Its main business involves the new generation information technology industry and automotive manufacturing, including semiconductor memory, smart terminal, and automotive businesses [2]. Business Composition - The revenue composition of Dawi includes: semiconductor memory 92.16%, slow-acting devices 4.69%, new energy materials 1.37%, rental and other 0.86%, communication equipment, computers, and other electronic devices 0.68%, and other automotive parts 0.23% [2]. Market Performance - As of September 15, Dawi's stock price increased by 2.18% to 18.26 CNY per share, with a trading volume of 266 million CNY and a turnover rate of 7.24%. The total market capitalization is 4.334 billion CNY [1]. - Year-to-date, Dawi's stock price has risen by 34.77%, with a 6.53% increase over the last five trading days, a 3.89% decrease over the last 20 days, and a 4.60% decrease over the last 60 days [1]. Shareholder Information - As of June 30, Dawi had 64,300 shareholders, an increase of 49.58% from the previous period. The average circulating shares per person decreased by 33.06% to 3,206 shares [2]. Financial Performance - For the first half of 2025, Dawi achieved a revenue of 659 million CNY, representing a year-on-year growth of 18.46%. However, the net profit attributable to the parent company was -11.68 million CNY, a decrease of 14.01% year-on-year [2]. Dividend Information - Since its A-share listing, Dawi has distributed a total of 84.29 million CNY in dividends, with 4.98 million CNY distributed over the past three years [3].

Core Viewpoint - The company has successfully completed the second exercise period of its stock option and restricted stock incentive plan, allowing eligible participants to exercise their options under specified conditions [1][12][15]. Summary by Sections Incentive Plan Overview - The incentive plan includes the grant of stock options and restricted stocks, with the second exercise period set from August 28, 2025, to August 27, 2026, allowing for a total of 151,530 stock options to be exercised at a price of 12.409 yuan per share [1][12]. Approval Process - The company’s board and supervisory board approved the incentive plan and its related documents through multiple meetings held in June and July 2023, with independent opinions provided by financial advisors and legal counsel [2][3][4]. Granting of Options - On August 28, 2023, the company granted a total of 1,677,300 rights under the incentive plan, including 595,100 stock options and 1,082,200 restricted stocks, with exercise prices set at 12.43 yuan and 7.77 yuan respectively [5][6]. Exercise Conditions - The conditions for exercising the stock options have been met, with the second waiting period concluding on August 27, 2025. The exercise conditions include no negative audit opinions and compliance with legal regulations [12][13]. Financial Impact - The exercise of stock options will increase the company's total share capital by 151,530 shares, with minimal impact on earnings per share and overall financial results [15][16]. Management of Funds - Funds raised from the exercise will be used to supplement the company's working capital, while the individual income tax obligations of the incentive participants will be managed by the participants themselves [15][16]. Stock Structure and Compliance - The exercise of stock options is not expected to significantly affect the company's stock structure or its compliance with listing requirements [16]. Reporting and Transparency - The company commits to disclosing changes in incentive participants, adjustments to stock option parameters, and the status of the exercise in regular and interim reports [17].

证券代码：002213 证券简称：大为股份 公告编号：2025-052 深圳市大为创新科技股份有限公司 关于 2023 年股票期权与限制性股票激励计划首次授予股票 期权第二个行权期采用自主行权模式的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1.首次授予股票期权简称：大为 JLC1；期权代码：037381。 2.2023 年股票期权与限制性股票激励计划（以下简称"本次激励计划"） 首次授予股票期权第二个行权期符合行权条件的激励对象共 11 名，可行权的股 票期权数量共计 15.1530 万份，行权价格为 12.409 元/份。 3.本次行权采用自主行权模式。 4.本次激励计划首次授予股票期权共分三期行权，根据公司《2023 年股票 期权与限制性股票激励计划（草案修订稿）》规定，2023 年股票期权与限制性 股票激励计划首次授予股票期权第二个行权期为 2025 年 8 月 28 日至 2026 年 8 月 27 日止。根据行权手续办理情况，本次实际可行权期限为 2025 年 9 月 5 日 起至 2026 年 8 月 27 日止。 5 ...

Group 1 - The company, Dawi Co., announced the completion of the cancellation of 34,650 stock options as of the date of the announcement [2] - The cancellation was confirmed by the Shenzhen branch of China Securities Depository and Clearing Corporation Limited [2] - This action reflects the company's ongoing management of its stock option plan [2] Group 2 - The announcement was made on the evening of September 2 [2] - The stock option cancellation may impact the company's future equity structure and employee incentives [2] - The company is actively managing its financial instruments to align with strategic goals [2]

Core Viewpoint - The company has developed targeted strategies to address inventory and order risks in response to price fluctuations in the storage industry [2]. Group 1: Company Overview - The company's wholly-owned subsidiary, Shenzhen Dawi Chuangxin Microelectronics Technology Co., Ltd. (referred to as "Dawi Chuangxin"), primarily produces NAND and DRAM storage products [2]. Group 2: Strategic Response - The company plans to optimize its product structure through a product mix strategy and implement refined inventory management mechanisms [2]. - The company aims to dynamically adjust inventory levels to match changes in market demand, thereby mitigating operational risks associated with price volatility [2].

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 深圳市大为创新科技股份有限公司（以下简称"公司"或"本公司"）于 2025 年 8 月 27 日召开第六届董事会第二十八次会议及第六届监事会第二十二次 会议，审议通过了《关于注销部分股票期权的议案》，鉴于公司《2023 年股票 期权与限制性股票激励计划》首次授予股票期权中 1 名激励对象因离职而不再 符合激励对象资格，其已获授但尚未行权的 3.4650 万份股票期权由公司注销。 详情参见公司于 2025 年 8 月 28 日在巨潮资讯网（www.cninfo.com.cn）上披露 的《关于注销部分股票期权的公告》及相关公告。 证券代码：002213 证券简称：大为股份 公告编号：2025-051 深圳市大为创新科技股份有限公司 关于部分股票期权注销完成的公告 截至本公告披露日，经中国证券登记结算有限责任公司深圳分公司审核确 认，公司已完成上述 3.4650 万份股票期权的注销事宜。 本次部分股票期权注销事项符合《上市公司股权激励管理办法》等法律、 法规及公司《2023 年股票期权与限制性股票激励计划》的有关规定， ...

Group 1 - The global DRAM manufacturers (Samsung, SK Hynix, Micron) have collectively announced the cessation of DDR4/LPDDR4X production, focusing on DDR5 and HBM, leading to a significant contraction in DDR4 supply and causing industry turbulence [1] - The rapid development of the AI industry is driving the demand for high-performance chips, particularly DDR5 and HBM, which has resulted in increased prices and volumes for these products [1] - The transition from DDR4 to DDR5 is seen as an inevitable trend, with domestic semiconductor companies positioned equally to capitalize on this shift [1] Group 2 - To mitigate price fluctuations from upstream products, the company has strengthened its supply chain by collaborating with domestic manufacturers like Yangtze Memory Technologies and ChangXin Memory Technologies [2] - The company is accelerating the development of LPDDR5 products, with samples ready for mass production, targeting the automotive sector as a key market for new storage products [2] - The company emphasizes the importance of product reliability and production yield, implementing comprehensive testing processes to ensure quality [2][3] Group 3 - The company is expanding its product lines to include NAND Flash, which complements its existing DRAM business and has been a significant driver of revenue growth [4] - In 2024, the company achieved revenue of 1.047 billion yuan, a year-on-year increase of 42.91%, with semiconductor storage business revenue rising to 92.16% of total revenue [4] Group 4 - The company aims to focus on mid-to-high-end applications in the semiconductor storage sector, targeting emerging industries such as AI glasses and drones for stable order acquisition [5] - The AI smart glasses market is projected to grow significantly, with a compound annual growth rate of 11.09% from 2024 to 2032, indicating a promising opportunity for the company [5] - The company plans to develop integrated storage products combining LPDDR with NAND and eMMC for AI wearable devices, which are expected to positively impact revenue [5]

Core Viewpoint - Shenzhen Dawi Innovation Technology Co., Ltd. plans to reduce the shareholding of certain directors and senior executives, with a total of up to 148,600 shares, representing 0.0626% of the company's total share capital, due to personal funding needs [1][2]. Group 1: Share Reduction Details - The share reduction will occur within three months starting from September 22, 2025, to December 21, 2025, following a fifteen trading day period after the announcement [1][2]. - The total number of shares to be reduced by each individual is as follows: He Qiang 61,500 shares (0.0133%), Zhong Xiaohua 11,750 shares (0.0050%), Lian Haozhen 15,800 shares (0.0067%), and Gao Wei 28,050 shares (0.0118%) [2]. - The reduction method will be through centralized bidding in the secondary market, with the price determined by market conditions at the time of sale [2][3]. Group 2: Compliance and Commitments - The proposed share reduction does not violate any existing commitments, and the shareholders involved are not subject to any legal restrictions on share reduction [3][4]. - The company ensures that the share reduction will not lead to any change in control or affect the governance structure and future operations of the company [4].

Core Viewpoint - The announcement confirms that the conditions for the second exercise period of the stock option plan have been met, allowing eligible participants to exercise their options [1][20][25]. Summary by Sections Stock Option Plan Overview - The stock option plan involves the issuance of 151,530 stock options at an exercise price of 12.409 CNY per share [1][22]. - The eligible participants include 11 individuals, primarily middle management and core technical/business personnel [22][24]. Exercise Conditions - The second exercise period is defined as the period from 24 months after the initial grant date until 36 months after, with a 30% exercise ratio [17][23]. - The performance targets for the exercise periods are based on revenue growth rates, with specific targets set for 2023, 2024, and 2025 [5][19]. Performance Assessment - The performance assessment will be conducted annually, with specific revenue growth targets set at 20% for 2023, 30% for 2024, and 60% for 2025, based on the 2022 revenue of 560.3494 million CNY [5][19]. - The company will evaluate individual performance based on a set of criteria, determining the actual number of options that can be exercised [6][19]. Approval Process - The plan has undergone various approvals, including board meetings and shareholder meetings, ensuring compliance with legal and regulatory requirements [8][9][10]. - The company has received independent opinions from financial advisors and legal counsel confirming the validity of the exercise conditions [26][27]. Financial Impact - The exercise of options will increase the total share capital by 151,530 shares, with minimal impact on earnings per share and overall financial results [24][25]. - The funds raised from the exercise will be used to supplement the company's working capital [24]. Conclusion - The company confirms that all conditions for the second exercise period have been met, and the eligible participants can proceed with exercising their options [20][25].

Group 1 - The company Dawi Co., Ltd. (SZ 002213) announced that some of its directors and senior executives plan to reduce their shareholdings by a total of no more than approximately 150,000 shares, which accounts for 0.0626% of the company's total share capital as of the announcement date [1] - The planned reduction will take place within three months starting from fifteen trading days after the announcement, specifically between September 22, 2025, and December 21, 2025, with a sensitive period during which no reduction can occur [1] - The executives involved in the planned reduction include the secretary of the board and two deputy general managers, among a total of five individuals [1] Group 2 - As of the time of reporting, Dawi Co., Ltd. has a market capitalization of 4.3 billion yuan [2]