证券日报网讯 11月10日晚间，大洋电机发布公告称，公司于2025年11月3日召开第七届董事会第九次会 议，审议通过了《关于注销2024年股票期权激励计划部分股票期权的议案》，同意注销59名激励对象因 离职、个人绩效考核结果为D/E等原因已获授但尚未行权的股票期权879，012份。近日，公司已向中国 证券登记结算有限责任公司深圳分公司提交了注销上述股票期权的申请。经中国证券登记结算有限责任 公司深圳分公司审核确认，公司上述股票期权注销事宜已于2025年11月10日办理完毕。 （编辑 任世碧） ...

中山大洋电机股份有限公司 证券代码：002249 证券简称： 大洋电机 公告编号： 2025-116 中山大洋电机股份有限公司 近日，公司已向中国证券登记结算有限责任公司深圳分公司提交了注销上述股票期 权的申请。经中国证券登记结算有限责任公司深圳分公司审核确认，公司上述股票期权 注销事宜已于 2025 年 11 月 10 日办理完毕。 本次注销的股票期权尚未行权，不会对公司股本结构造成影响，不会对公司的财务 状况和经营成果产生实质性影响，亦不影响公司 2024 年股票期权激励计划的继续实施。 本次注销部分股票期权事项符合《上市公司股权激励管理办法》《公司章程》《中山大 洋电机股份有限公司 2024 年股票期权激励计划（草案）》等相关规定，不存在损害公 司及其他股东特别是中小股东利益的情况，本次注销部分股票期权合法、有效。 关于 2024 年股票期权激励计划部分股票期权注销完成的公告 具体内容详见公司刊载于 2025 年 11 月 4 日《中国证券报》《证券时报》《证券日 报》《上海证券报》及巨潮资讯网（http://www.cninfo.com.cn）上的《关于注销 2024 年 股票期权激励计划部分股票期权 ...

Core Viewpoint - The A-share market for humanoid robot concept stocks experienced a collective decline, primarily due to Tesla's revised delivery target for humanoid robots, pushing the goal from 2029 to 2035 for a total of 1 million units [1] Group 1: Market Reaction - Zhejiang Rongtai hit the daily limit down, while Hanyu Group, Lixing Co., Shiyun Circuit, and Hanwei Technology fell over 6% [1] - Other companies such as Lens Technology, Weichuang Electric, Haon Automotive Electric, Feirongda, Anpeilong, and Dayang Electric dropped more than 5% [1] Group 2: Tesla's Revised Target - Tesla's new target is to deliver a cumulative total of 1 million humanoid robots by 2035, starting from September 3, 2025 [1] - Market analysts noted that this figure was already known since September 3, indicating that the actual reason for the market pullback may be profit-taking after the recent shareholder meeting, with no immediate catalysts to drive prices higher [1] Group 3: Individual Stock Performance - Zhejiang Rongtai: -10.00% with a market cap of 29.9 billion [2] - Hanyu Group: -6.43% with a market cap of 8.864 billion [2] - Lixing Co.: -6.35% with a market cap of 5.945 billion [2] - Shiyun Circuit: -6.04% with a market cap of 30.1 billion [2] - Hanwei Technology: -6.04% with a market cap of 16.4 billion [2] - Lens Technology: -5.62% with a market cap of 155.2 billion [2] - Weichuang Electric: -5.62% with a market cap of 15.5 billion [2] - Haon Automotive Electric: -5.22% with a market cap of 13.2 billion [2] - Feirongda: -5.14% with a market cap of 17.4 billion [2] - Anpeilong: -5.11% with a market cap of 12.7 billion [2] - Dayang Electric: -5.08% with a market cap of 27.4 billion [2]

Group 1: Industry Overview - The rapid growth of AI is leading to an increase in electricity consumption in data centers, particularly in North America, where power supply issues are becoming critical [2] - As of the second quarter of this year, the U.S. has approximately 522 hyperscale data centers, accounting for about 55% of global computing power [2] - Goldman Sachs predicts that the U.S. will need an additional 50 GW of power capacity to support the rapid development of AI, which is enough to meet the electricity needs of about 40 million households [2] Group 2: SOFC Technology Potential - Solid Oxide Fuel Cells (SOFC) are emerging as a new solution for powering data centers, with expected annual installed capacity in North America reaching between 0.5 GW and 1.25 GW from 2026 to 2030 [2] - SOFC technology is characterized by strong fuel adaptability, environmental friendliness, and flexible deployment, making it suitable for various applications including stationary power generation and transportation [2] Group 3: Company Developments - Bloom Energy, a leading U.S. company in the SOFC sector, has seen its stock price increase over 508.78% this year, reaching $135.21 per share with a market capitalization of $32 billion as of November 7 [3] - The company has established partnerships with major data center developers and has deployed hundreds of megawatts of fuel cells [3] - A-share companies involved in the SOFC industry include Ice Wheel Environment and Weichai Power, which are actively engaged in research and development projects related to SOFC technology [4][5] Group 4: Market Performance - A-share SOFC concept stocks have outperformed the market, with an average increase of 55.45% this year, surpassing the Shanghai Composite Index by over 36 percentage points [8] - Notable performers include Zhenhua Shares, which has increased by 270.44% this year, and Dayang Electric, which has risen by 107.35% [8]

Group 1 - The China Securities Regulatory Commission (CSRC) has requested that Dayang Electric (002249) provide supplementary information regarding the progress of its Hong Kong filing and registration changes [1] - Dayang Electric has submitted its listing application to the Hong Kong Stock Exchange, with Citigroup and Huatai International acting as joint sponsors [1] - The CSRC has asked Dayang Electric to clarify the potential impact of its controlling shareholder's debt repayment ability on the company's control rights before and after the issuance [1] Group 2 - Dayang Electric is a supplier of motors and electric drive systems, with products including motors for building and household appliances, starters, generators, and key components for new energy vehicle powertrains [2] - As of June 30, 2025, the company operates 15 production bases globally, six of which are located overseas in countries such as the United States, the United Kingdom, Vietnam, Thailand, Mexico, and India [2]

Group 1 - The China Securities Regulatory Commission (CSRC) has published supplementary material requirements for overseas issuance and listing, specifically requesting information from Dayang Motor regarding the progress of its Hong Kong filing procedures [1] - Dayang Motor has submitted its listing application to the Hong Kong Stock Exchange, with Citigroup and Huatai International acting as joint sponsors [1] - The CSRC has asked Dayang Motor to clarify the pledge status of shares held by its controlling shareholder and actual controller, assessing whether this could lead to changes in company control [1] Group 2 - Dayang Motor is a supplier of motors and electric drive systems, with products including motors for building and home appliances, starters, generators, and key components for new energy vehicle powertrains [2] - As of June 30, 2025, Dayang Motor operates 15 production bases globally, with six located overseas in countries such as the United States, the United Kingdom, Vietnam, Thailand, Mexico, and India [2]

Group 1 - The China Securities Regulatory Commission (CSRC) has published supplementary material requirements for overseas issuance and listing, specifically requesting information from Dayang Motor regarding the progress of its Hong Kong filing procedures [1] - Dayang Motor has submitted its listing application to the Hong Kong Stock Exchange, with Citigroup and Huatai International acting as joint sponsors [1] - The CSRC has asked Dayang Motor to clarify the pledge status of shares held by its controlling shareholder and actual controller, assessing whether this could lead to changes in company control [1] Group 2 - Dayang Motor is a supplier of motors and electric drive systems, with products including motors for building and home appliances, starters, generators, and key components for new energy vehicle powertrains [2] - As of June 30, 2025, Dayang Motor operates 15 production bases globally, with six located overseas in countries such as the United States, the United Kingdom, Vietnam, Thailand, Mexico, and India [2]

Market Overview - The electric motor sector increased by 2.86% compared to the previous trading day, with Fangzheng Electric leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Fangzheng Electric (002196) closed at 12.83, rising by 10.03% with a trading volume of 1.177 million shares and a transaction value of 142.3 million yuan [1] - Other notable performers include: - Jiadian Co. (000922) at 14.72, up 10.01% [1] - Zhaowei Electromechanical (003021) at 117.48, up 5.17% [1] - Kaizhong Precision (002823) at 18.38, up 4.97% [1] - Mingzhi Electric (603728) at 71.52, up 4.93% [1] Capital Flow - The electric motor sector saw a net inflow of 632 million yuan from institutional investors, while retail investors experienced a net outflow of 453 million yuan [2] - The main capital flow for key stocks includes: - Fangzheng Electric with a net inflow of 1.95 billion yuan [3] - Wolong Electric Drive (600580) with a net inflow of 167 million yuan [3] - Ocean Electric (002249) with a net inflow of 1.16 billion yuan [3]

Core Viewpoint - The announcement details the planned share reduction by certain directors and senior management of Zhongshan Dayang Electric Co., Ltd, indicating personal financial needs as the reason for the reduction [6][8]. Group 1: Share Reduction Details - Director and Executive Vice President Liu Ziwen plans to reduce holdings by up to 350,000 shares, representing 0.0144% of the total share capital [3]. - Director and Vice President Liu Bo intends to reduce holdings by up to 230,000 shares, accounting for 0.0094% of the total share capital [3]. - Vice President and Financial Officer Wu Xiaoyun aims to reduce holdings by up to 300,000 shares, which is 0.0123% of the total share capital [3]. Group 2: Reduction Timeline and Method - The share reduction will occur through centralized bidding from November 27, 2025, to February 26, 2026, following a 15 trading day period after the announcement [4]. - The price for the share reduction will be determined based on market conditions [5]. Group 3: Commitments and Compliance - The involved directors and senior management have committed to not transferring more than 25% of their total shareholdings annually during their tenure and for six months after leaving their positions [7]. - As of the announcement date, the directors have complied with their previous commitments regarding share transfers [7].

Core Viewpoint - The company has established a project team for "humanoid robot motors" within its forward-looking technology research institute, indicating a strategic focus on advanced robotics technology [1] Group 1 - The project team was set up in February 2025 and includes research on various technologies, including frameless torque motors [1] - The design of the robot joint module scheme has been completed, although it has not yet generated operating revenue [1] - Investors are advised to pay attention to investment risks associated with this project [1]