Group 1 - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, driven by gains in sectors such as defense, banking, and machinery, while pharmaceuticals and retail sectors faced declines [1] - The Consumer Electronics ETF (159732.SZ) decreased by 0.81%, with individual stocks like Transsion Holdings rising by 3.65% and Sanan Optoelectronics by 2.52%, while companies like Dongshan Precision and Pegatron experienced declines of -4.66% and -4.31% respectively [1] Group 2 - The National Development and Reform Commission announced that the third batch of 690 billion yuan in special bonds to support consumer goods replacement has been fully allocated, with plans to issue a fourth batch of 690 billion yuan in October, completing the annual target of 300 billion yuan [3] - According to Xiangcai Securities, the consumer electronics sector is expected to continue its recovery from 2025, driven by advancements in artificial intelligence technology, which will sustain high demand for AI infrastructure and promote hardware upgrades in terminal devices [3] - The Consumer Electronics ETF tracks the Guozheng Consumer Electronics Index, investing in 50 A-share listed companies involved in the consumer electronics industry, primarily in high-profile sectors such as electronic manufacturing, semiconductors, and optical electronics [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002402 | 和而泰 | 25.14 | 3.29% | 94.84万 | 24.01亿 | | 001268 | 联合精密 | 28.16 | 2.14% | 3.00万 | 8459.84万 | | 831768 | 拾比佰 | 11.75 | 1.73% | 2.88万 | 3382.39万 | | 300279 | 和晶科技 | 7.28 | 1.68% | 17.31万 | 1.26亿 | | 000404 | 长机节度 | 7.29 | 1.67% | 14.33万 | 1.04亿 | | 603519 | 立電股份 | 12.22 | 1.66% | 2.46万 | 2991.03万 | | 603578 | 三星新材 | 13.70 | 1.48% | 2.84万 | 3875.41万 | | 603311 | 我想要你 | 11.56 | 1.40% | 3.80万 | 4371.63万 | | 002420 | 毅昌科技 | ...

Core Viewpoint - The company has completed the repurchase and cancellation of restricted stocks, affecting a total of 274,000 shares, which represents 0.0296% of the total share capital prior to the repurchase [2][20]. Summary by Sections Repurchase and Cancellation Details - The repurchase price for the restricted stocks was set at 7.5593 yuan per share, with a total repurchase fund amounting to 2,071,248.20 yuan [2][18]. - After the completion of the repurchase, the total number of shares of the company is 924,806,285 [2][20]. Procedures of the Restricted Stock Incentive Plan - The company held board and supervisory meetings on November 30, 2022, to approve the draft of the 2022 Restricted Stock Incentive Plan [2][3]. - The list of incentive objects was publicly announced from December 2 to December 12, 2022, with no objections received during the public notice period [3]. - The company conducted a self-inspection regarding insider trading by those involved in the incentive plan prior to the announcement [3]. Adjustments and Meetings - On January 4, 2023, the board approved adjustments to the list of incentive objects, reducing the number from 278 to 274, and agreed to grant a total of 18 million restricted stocks [5]. - The board held multiple meetings throughout 2023 and 2024 to discuss adjustments to the repurchase price and the cancellation of restricted stocks due to various reasons, including employee departures [6][8][10]. Impact of Repurchase - The repurchase and cancellation of restricted stocks will not adversely affect the implementation of the incentive plan or the company's financial status [22]. - The company's registered capital decreased from 925,080,285 yuan to 924,806,285 yuan following the repurchase [20][21]. Legal and Compliance - Legal opinions were provided by Beijing Junhe (Hangzhou) Law Firm regarding various aspects of the incentive plan and repurchase actions [4][6][8].

Core Points - As of July 31, 2025, Heertai's stock price closed at 24.34 yuan, down 1.62% from the previous trading day, with a trading volume of 1.673 billion yuan [1] - Heertai specializes in the research and manufacturing of smart controllers, with applications in consumer electronics, home appliances, and automotive electronics [1] - The company announced the completion of a partial repurchase and cancellation of restricted stock, involving 9 incentive recipients and totaling 274,000 shares, with a total repurchase amount of approximately 2.0712 million yuan [1] - On July 31, there was a net outflow of 214 million yuan in main funds [1]

证券日报网讯 7月31日晚间，和而泰发布公告称，深圳和而泰智能控制股份有限公司（以下简称"公 司"）本次回购注销的限制性股票数量为274，000股，占回购注销前公司总股本的0.0296%。本次回购 注销涉及9名激励对象，回购价格为7.5593元/股，回购资金总额为2，071，248.20元。本次回购注销完 成后，公司股份总数为924，806，285股。截至本公告披露日，上述限制性股票已在中国证券登记结算 有限责任公司深圳分公司办理完成注销手续。 （文章来源：证券日报） ...

证券代码：002402 证券简称：和而泰 公告编号：2025-056 深圳和而泰智能控制股份有限公司 1、深圳和而泰智能控制股份有限公司（以下简称"公司"）本次回购注销的限制性 股票数量为274,000股，占回购注销前公司总股本的0.0296%。本次回购注销涉及9名激 励对象，回购价格为7.5593元/股，回购资金总额为2,071,248.20元。本次回购注销完成后， 公司股份总数为924,806,285股。 2、截至本公告披露日，上述限制性股票已在中国证券登记结算有限责任公司深圳 分公司办理完成注销手续。 一、限制性股票激励计划已履行的程序 1、2022年11月30日，公司召开第六届董事会第三次会议和第六届监事会第三次会 议，审议通过了《关于<2022年限制性股票激励计划（草案）>及其摘要的议案》等相关 议案，公司独立董事对此发表了同意的独立意见，北京君合（杭州）律师事务所就此事 项 出 具 了 法 律 意 见 书 。 具 体 内 容 详 见 2022 年 12 月 2 日 登 载 于 巨 潮 资 讯 网 （www.cninfo.com.cn）的相关公告文件。 2、公司于2022年12月2日，通过巨潮资讯网 ...

证券日报网讯和而泰7月30日在互动平台回答投资者提问时表示，公司重视智能控制器在机器人领域的 应用，公司拥有人机交互技术及算法、视觉识别技术及算法、电机驱动控制、传感技术、电源技术的控 制等可应用在机器人方面的技术储备。目前公司产品已应用在扫地机器人、泳池清洁机器人等机器人领 域相关终端产品。在人形机器人方面也做了外延式布局，通过合伙企业持股了北京源络科技有限公司。 公司具体客户情况限于保密协议约定不便披露。 （文章来源：证券日报） ...

Group 1 - The company is currently constructing a new production base in Shenzhen, which is expected to produce various intelligent control products [2] - The planned product range includes smart controllers for home appliances, power tools, automotive electronics, and other intelligent product controllers [2]

瑞财经 钟鸣辰和而泰（002402）近日发布2025年半年度业绩预告，预计上半年净利增长65% - 85%。 据东方财富网数据，和而泰董事长刘建伟2024年所获薪酬为300万元，相较上年薪酬395.2万元降薪近四分之一。 刘建伟，男，1964年出生，中国国籍，无境外永久居留权，硕士研究生学历。曾任哈尔滨工业大学航天学院教授，哈尔滨工业大学深圳研究生院教授。现任 深圳市哈工交通电子有限公司董事，深圳和泰领航科技有限公司执行董事，深圳数联天下智能科技有限公司执行董事，深圳和而泰智和电子有限公司董事 长，深圳和而泰智能照明有限公司执行董事、总经理，深圳和而泰小家电智能科技有限公司执行董事，浙江和而泰智能科技有限公司执行董事、总经理，深 圳和而泰汽车电子科技有限公司执行董事、总经理，江门市胜思特电器有限公司董事长，深圳和而泰智能产品有限公司执行董事、总经理，杭州和而泰智能 控制技术有限公司执行董事，深圳和而泰智能科技有限公司执行董事，佛山市顺德区和而泰电子科技有限公司执行董事，深圳市和而泰前海投资有限公司董 事长、总经理，青岛国创智能家电研究院有限公司董事，H&T Intelligent Control Europe ...

Core Viewpoint - The company emphasizes the importance of smart controllers in the robotics sector, highlighting its technological capabilities in human-computer interaction, visual recognition, motor drive control, sensing technology, and power technology [1] Group 1: Technological Capabilities - The company possesses a range of technologies applicable to robotics, including human-computer interaction technology and algorithms, visual recognition technology and algorithms, motor drive control, sensing technology, and power technology [1] - These technologies have been applied in various robotic products such as vacuum cleaning robots and pool cleaning robots [1] Group 2: Strategic Investments - The company has made strategic investments in humanoid robotics through a partnership, acquiring shares in Beijing Yuanluo Technology Co., Ltd. [1]