从解禁股数占总股本比例来看，2家公司解禁比例超10%。海光信息、趣睡科技、琏升科技解禁比例居 前，解禁比例分别为61.86%、11.71%、0.55%。 （文章来源：每日经济新闻） 每经AI快讯，Wind数据显示，周二（8月12日），共有6家公司限售股解禁，合计解禁量为14.5亿股，按 最新收盘价计算，合计解禁市值为1958.17亿元。 从解禁量来看，1家公司解禁股数超千万股。海光信息、趣睡科技、永太科技解禁量居前，解禁股数分 别为14.38亿股、468.37万股、445.48万股。 从解禁市值来看，1家公司解禁股数超亿元。海光信息、趣睡科技、永太科技解禁市值居前，解禁市值 分别为1954.09亿元、2.7亿元、6236.78万元。 ...

Group 1 - Next week, 34 stocks will face a lock-up expiration, with a total market value exceeding 230 billion yuan based on the latest closing prices [3] - Among these, Haiguang Information will have 1.438 billion shares released, with a lock-up market value of 195.711 billion yuan [4] - Zhiwei Intelligent will have 176 million shares released, with a lock-up market value of 9.448 billion yuan [5] Group 2 - Compared to others, stocks like Chaoda Equipment, Green Harmonics, Zhongyan Chemical, and Jinli Technology have relatively low lock-up pressure, with market values below 100 million yuan [6] - Zhiwei Intelligent, Mankun Technology, and Haiguang Information have lock-up ratios exceeding 60%, indicating significant release pressure [6] Group 3 - Among the 34 stocks facing lock-up expiration, the average stock price has increased by 3.45% since August [7] - Wewang New Materials has seen the highest increase in August, with a cumulative rise of 17.75%, and will have 115 million shares facing lock-up expiration, valued at 2.406 billion yuan [7] - The company has acknowledged potential stock price declines due to the large lock-up expiration and is focusing on expanding its product value chain and improving management to create shareholder value [7] Group 4 - Haiguang Information reported a significant increase in contract liabilities, reaching 3.091 billion yuan, indicating strong market demand for its products [8] - Among the stocks facing lock-up expiration, eight have released half-year performance forecasts, with Jinli Technology and Baoxin Technology expecting losses [8] - Jinli Technology anticipates a net loss of approximately 12 million to 9 million yuan due to intensified industry competition and declining product prices [9] - Baoxin Technology predicts a net loss of approximately 49 million to 32 million yuan, attributed to changes in the scope of consolidation and a decrease in customer orders [9]

Core Viewpoint - Zhejiang Yongtai Technology Co., Ltd. announced the achievement of the first unlock condition for its 2024 restricted stock incentive plan, allowing 4,454,841 shares to be listed for trading on August 12, 2025, representing 0.48% of the company's total share capital [1] Group 1: Company Overview - Yongtai Technology focuses on fluorine technology, driven by technological innovation and smart manufacturing, and operates in the fields of fluorine pharmaceuticals, plant protection, and new energy materials [1] - The company has a vertically integrated industrial chain, a flexible comprehensive production platform, and a specialized R&D innovation team [1] - Yongtai Technology provides customized R&D, production, and technical services to domestic and international clients, and leverages its subsidiary Shanghai Nonghui's trading platform for global sales of plant protection products [1] Group 2: Product and Market Position - The company's fluorinated liquid products cover both phase-change immersion cooling and single-phase immersion cooling applications, featuring environmental friendliness, energy efficiency, safety, and noise reduction [1] - The electronic fluorinated liquids produced by the company do not contain "forever chemicals" PFOS and PFOA, and exhibit high heat dissipation efficiency, insulation, thermal stability, and chemical stability [1] - The core competitiveness of the fluorinated liquid products lies in the long-term accumulation of production experience, enabling a full range of products to meet diverse application needs in semiconductor production, immersion data center cooling, and energy storage battery thermal management [2] Group 3: Incentive Plan and Performance - The restricted stock incentive plan initiated in June 2024 aimed to grant 12,310,000 shares to 321 incentive targets, later adjusted to 302 targets and 11,640,000 shares due to voluntary forfeitures [3] - The first lock-up period lasted 12 months, with the unlock conditions met as the company's 2024 revenue reached 4.589 billion yuan, slightly below the target but above the trigger value [3] - All 298 incentive targets passed personal assessments, fulfilling the conditions for unlocking the shares, which promotes management and core employee efforts to achieve performance goals [3] Group 4: Future Outlook - The unlocking of shares marks the successful completion of the first phase of the stock incentive plan, reflecting the company's commitment to performance and strengthening the alignment of interests between the core team and the company [4] - Future releases of remaining restricted shares will depend on subsequent unlock conditions, and the company will observe the effects of the incentives to potentially adjust strategies for sustainable development [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 特别提示： 1、本次符合解除限售条件的激励对象共计298人，可解除限售的限制性股票数量为4,454,841股，占目前 公司总股本的0.48%。 2、本次限制性股票解除限售及上市流通日期为2025年8月12日。 浙江永太科技股份有限公司（以下简称"公司"）于2025年7月31日召开了第七届董事会第二次会议，审 议通过了《关于公司2024年限制性股票激励计划第一个解除限售期解除限售条件成就的议案》，认为公 司2024年限制性股票激励计划（以下简称"本次激励计划"）第一个解除限售期解除限售条件已经成就， 同意公司按照《浙江永太科技股份有限公司2024年限制性股票激励计划》（以下简称"《2024年激励计 划》"）相关规定办理本次解除限售的相关事宜。根据公司2024年第二次临时股东大会的授权，公司董 事会办理了本次激励计划第一个解除限售期解除限售股份的上市流通手续，现将相关事项公告如下： 一、本次激励计划简述及已履行的程序 1、2024年6月28日，公司第六届董事会第十五次 ...

Core Viewpoint - Yongtai Technology (002326) announced the lifting of restrictions on its first batch of restricted stock under the 2024 incentive plan, allowing 298 individuals to unlock a total of 4.45 million shares, representing 0.48% of the company's total share capital, effective from August 12, 2025 [1] Summary by Category Incentive Plan Details - The number of eligible participants for the lifting of restrictions is 298 individuals [1] - The total number of restricted shares that can be unlocked is 4,454,841 shares [1] - The lifting of restrictions is scheduled for August 12, 2025 [1] Individual Unlocking Details - Key executives and their respective unlockable shares include: - Chen Lijie, Vice Chairman: 58,007 shares [1] - Jin Yizhong, Director and Deputy General Manager: 58,007 shares [1] - Zhang Jiangshan, Director and Secretary of the Board: 54,140 shares [1] - Wang Lirong, Director: 58,007 shares [1] - Wei Tiangeng, Deputy General Manager: 58,007 shares [1] - Wang Zicheng, Deputy General Manager: 54,140 shares [1] - Li Jianwen, Deputy General Manager: 54,140 shares [1] - Middle management and core technical personnel (291 individuals) can unlock a total of 4,060,393 shares [1] Financial Performance - In Q1 2025, Yongtai Technology reported revenue of 1.06 billion yuan and a net profit attributable to shareholders of 10.58 million yuan [1]

证券代码：002326 证券简称：永太科技 公告编号：2025-063 浙江永太科技股份有限公司 票数量为 4,454,841 股，占目前公司总股本的 0.48%。 浙江永太科技股份有限公司（以下简称"公司"）于 2025 年 7 月 31 日召开 了第七届董事会第二次会议，审议通过了《关于公司 2024 年限制性股票激励计 划第一个解除限售期解除限售条件成就的议案》，认为公司 2024 年限制性股票 激励计划（以下简称"本次激励计划"）第一个解除限售期解除限售条件已经成 就，同意公司按照《浙江永太科技股份有限公司 2024 年限制性股票激励计划》 （以下简称"《2024 年激励计划》"）相关规定办理本次解除限售的相关事宜。 根据公司 2024 年第二次临时股东大会的授权，公司董事会办理了本次激励计划 第一个解除限售期解除限售股份的上市流通手续，现将相关事项公告如下： 一、本次激励计划简述及已履行的程序 公司<2024 年限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2024 年限制性股票激励计划实施考核管理办法>的议案》及《关于提请股东大会授权 董事会办理股权激励相关事宜的议案》，上海市锦天城律师 ...

证券代码：002326 证券简称：永太科技 公告编号：2025-063 浙江永太科技股份有限公司 关于公司 2024 年限制性股票激励计划第一个解除限售期 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。 特别提示： 1、本次符合解除限售条件的激励对象共计 298 人，可解除限售的限制性股 票数量为 4,454,841 股，占目前公司总股本的 0.48%。 5、2024 年 7 月 16 日，公司第六届董事会第十六次会议和第六届监事会第 九次会议审议通过了《关于调整 2024 年限制性股票激励计划相关事项的议案》 《关于向公司 2024 年限制性股票激励计划激励对象授予限制性股票的议案》， 公司监事会对本次激励计划授予条件及授予日激励对象名单进行了核实，上海市 锦天城律师事务所出具了法律意见书。董事会确定本次激励计划的授予日为 2024 年 7 月 16 日，授予价格为 4.30 元/股。鉴于原拟授予的 16 名激励对象因个 人原因自愿放弃公司拟向其授予的全部限制性股票，公司对本次激励计划的激励 对象及授予股份数量进行相应调整， ...

格隆汇8月7日丨永太科技(002326.SZ)于投资者互动平台表示，公司的液冷技术可应用于浸没式数据中 心冷却场景，公司将持续关注政策导向及市场需求变化，依托现有技术积累，积极推进氟化液等产品的 开发与工艺验证、市场推广和销售工作。未来，公司将结合市场趋势和客户需求，审慎制定相关策略， 具体以公司公开披露信息为准。 ...

Group 1 - The core viewpoint of the news is that Yongtai Technology (002326) has shown a positive stock performance with a closing price of 13.5 yuan, reflecting a 4.09% increase as of August 1, 2025 [1] - The company reported a total operating revenue of 1.06 billion yuan for Q1 2025, representing a year-on-year growth of 28.99% [1] - The net profit attributable to shareholders was 10.58 million yuan, which is a decrease of 45.77% year-on-year, while the non-recurring net profit dropped significantly by 226.64% to 18.12 million yuan [1] Group 2 - Yongtai Technology has made investments in 33 companies and participated in 25 bidding projects, indicating active engagement in business expansion [2] - The company holds 68 trademark registrations and 127 patents, showcasing its focus on intellectual property [2] - Yongtai Technology has obtained 45 administrative licenses, reflecting its compliance and operational capabilities [2]

Core Insights - The core viewpoint of the article highlights the significant growth in China's lithium battery electrolyte shipments, projected to reach 920,000 tons in the first half of 2025, representing a 57% year-on-year increase driven primarily by the rising demand for power and energy storage batteries [2]. Group 1: Market Overview - In the first half of 2025, the top 10 companies in China's lithium battery electrolyte shipments include Tianqi Materials, BYD (self-supply), Xinzhoubang, Zhuhai Sawei, Kunlun New Materials, Shida Shenghua, Yongtai Technology, Sinochem Blue Sky, Ruitai New Materials, and Weihai Caijin [2][3]. Group 2: Industry Trends - The growth in shipments is attributed to the increasing output of both power batteries and energy storage batteries, indicating a robust demand in the lithium battery sector [2].