Macro Dynamics - The Chinese Ministry of Commerce urges the U.S. to completely eliminate unilateral tariffs, emphasizing that trade wars have no winners and protectionism leads to negative outcomes [1] - The Chinese Ministry of Foreign Affairs firmly opposes the U.S. decision to unjustly cancel Chinese student visas, stating it harms the legitimate rights of Chinese students and disrupts normal cultural exchanges between the two countries [2] Market Data - On May 29, the A-share market saw the ChiNext Index rise by 1.37%, with significant gains in digital currency and EDA concepts, as well as autonomous driving and innovative drug sectors [7] - The total market turnover reached 1.2 trillion yuan, an increase from the previous day's 1 trillion yuan, with over 4,400 stocks rising [7] - As of May 28, the total margin balance in the two markets increased by 2.95 billion yuan, with the Shanghai Stock Exchange's margin balance at 909.99 billion yuan and the Shenzhen Stock Exchange's at 883.23 billion yuan [8] Company Dynamics - Tesla's CEO Elon Musk announced that the Model Y autonomous driving vehicle will be delivered to customers in June, with successful testing on public roads in Austin [10] - Ideal Auto reported a total revenue of 25.9 billion yuan for Q1 2025, a year-on-year increase of 1.1%, and a net profit of 647 million yuan, up 9.4% year-on-year, with total vehicle deliveries of 92,900 units, reflecting a 15.5% increase [12]

Market Performance - The A-share market showed strong performance today, with the Shanghai Composite Index closing at 3363.45 points, up 0.7%, the Shenzhen Component Index at 10127.2 points, up 1.24%, and the ChiNext Index at 2012.55 points, up 1.37% [1] Technology Sector Highlights - The EDA concept and automotive sectors were the main drivers of market enthusiasm, with the EDA sector seeing an overall increase of over 6%, and several stocks like Gexun Electronics hitting the daily limit [2] - The autonomous driving concept also performed well, with stocks like Yunnei Power and Tongda Electric achieving consecutive gains [2] Market Drivers 1. **Policy Support and Liquidity** - The central bank conducted a 266 billion yuan reverse repurchase operation, injecting 111.5 billion yuan into the market, which supports liquidity [3] - Recent financial policy measures include a 0.5% reduction in the reserve requirement ratio and a 0.1% cut in policy rates [3] 2. **Easing Trade Tensions** - A U.S. court ruling against Trump's tariff policy has alleviated global trade tensions, positively impacting market risk appetite [4] 3. **Optimized Fund Structure** - Funds are shifting from banking sectors back to small and medium-sized enterprises, with significant inflows into the electronics sector [5] - Domestic capital flow reversed after a period of outflows, providing momentum for market rebound [5] Future Outlook - Regulatory support is expected to stabilize market expectations, with long-term funds from state-owned entities likely to support the A-share market [6] - A potential rebound in thematic concepts is anticipated in June, following a rotation in market sectors [6]

Market Overview - The market experienced a rebound with the ChiNext Index leading the gains, driven by strong performances in sectors such as autonomous vehicles and blockchain [1] - Over 4,400 stocks in the Shanghai and Shenzhen markets saw gains, with total trading volume reaching 1.21 trillion [1] Blockchain Sector - The blockchain sector surged, with stocks like Yuyin Co. and Xiongtai Technology hitting the daily limit [4] - A key catalyst for this surge was the Hong Kong Legislative Council's approval of the "Stablecoin Regulation Draft" on May 21, 2025, establishing a comprehensive regulatory framework for fiat-backed stablecoins [4] - Zhong An Bank, the first digital bank in Hong Kong to provide reserve banking services for stablecoin issuers, saw its stock rise over 70% in the last five trading days [4] Autonomous Logistics Vehicles - The autonomous logistics vehicle sector continued its upward trend, with companies like Tongda Electric and Cloud Inner Power achieving consecutive daily limits [6] - SF Express reported having over 800 customized autonomous vehicles in operation, with projections for significant growth in 2025 [6][8] - The global market for autonomous vehicles is expected to see exponential growth, with Tesla's Optimus targeting a production cost below $20,000 [8] EDA Design Software - EDA design software stocks experienced significant gains, with companies like Shentong Metro and Galun Electronics hitting daily limits [9] - The U.S. government's restrictions on semiconductor design software sales to Chinese companies have increased the difficulty for China to develop advanced chips, impacting the EDA market [9][10] - The Chinese EDA market is projected to grow from approximately 13.1 billion yuan in 2023 to 22.2 billion yuan by 2026, outpacing global growth rates [10][11] Other Active Sectors - The innovative drug sector saw renewed activity, with companies like Shutaishen hitting daily limits [11] - The nuclear fusion sector also showed strong performance, with companies like Jiusheng Electric and Huaneng Group experiencing notable gains [11] - The overall market sentiment remains positive, with various sectors including pharmaceuticals and autonomous driving showing robust activity [11]

Group 1 - The mobile payment sector saw a significant increase of 5.30%, ranking fourth among concept sectors, with 79 stocks rising, including Luqiao Information which hit a 30% limit up [1] - Major gainers in the mobile payment sector included Lakala and Xiongdi Technology, both reaching a 20% limit up, while Yunnei Power, Hengbao Co., and Hailian Jinhui also saw notable increases [1] - The sector's performance was supported by a net inflow of 3.646 billion yuan from main funds, with 64 stocks receiving net inflows, and Lakala leading with a net inflow of 485 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Yunnei Power at 68.10%, Hailian Jinhui at 27.82%, and Hengbao Co. at 26.72% [3] - The mobile payment concept's net inflow rankings highlighted Lakala, Huafeng Super Fiber, and Hailian Jinhui as the top three stocks by net inflow [3][4] - The overall market sentiment was reflected in the performance of other sectors, with digital currency leading with a 6.50% increase, while several sectors experienced declines [2]

Group 1 - The digital currency sector is experiencing significant upward movement, with companies like Xiongtai Technology (300546) hitting the daily limit, and others such as Hailian Jinhui (002537) previously reaching their limit as well [1] - The U.S. Congress is advancing two key pieces of legislation regarding stablecoins, which is influencing market sentiment [1] - Hong Kong's Legislative Council has passed the "Stablecoin Ordinance Draft" on May 21, 2025, establishing a licensing system for fiat-backed stablecoin issuers in the region [1] Group 2 - Notable stock movements include Sifang Jingchuang (300468) rising over 10%, along with other companies like Jida Zhengyuan (003029), Lakala (300773), Airong Software, Meixin Technology (301577), and Kexin Information (300730) also seeing gains [1] - There is a surge of dark pool capital flowing into these stocks, indicating increased investor interest and potential market activity [1]

证券代码：002537 证券简称：海联金汇 公告编号：2025-041 海联金汇科技股份有限公司 关于调整 2025 年限制性股票激励计划相关事项 的公告 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。 海联金汇科技股份有限公司（以下简称"公司"或"本公司"）于 2025 年 5 月 22 日召开第五届董事会第二十八次（临时）会议，审议通过了《关于调整 2025 年限制性股票激励计划相关事项的议案》，现将有关事项说明如下： 一、股权激励计划已履行的相关审批程序 1、2025 年 3 月 15 日，公司召开第五届董事会薪酬与考核委员会 2025 年第 一次会议及第五届董事会独立董事专门会议第三次会议，审议通过了《关于公司 <2025 年限制性股票激励计划（草案）>及其摘要的议案》、《关于公司<2025 年限 制性股票激励计划实施考核管理办法>的议案》。 2、2025 年 3 月 18 日，公司召开第五届董事会第二十五次（临时）会议审 议通过了《关于公司<2025 年限制性股票激励计划（草案）>及其摘要的议案》、 除上述调整外，本次授予的限制性股票激励对象名单和权 ...

证券代码：002537 证券简称：海联金汇 公告编号：2025-042 海联金汇科技股份有限公司 关于向激励对象授予限制性股票的公告 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： ●本次限制性股票授予日：2025 年 5 月 22 日 ●本次限制性股票授予数量：481.7 万股 ●本次限制性股票授予价格：3.04 元/股 海联金汇科技股份有限公司（以下简称"公司"或"本公司"）2025 年限制性股 票激励计划（以下简称"激励计划"）规定的限制性股票授予条件已经成就，根据 公司 2025 年第一次临时股东大会的授权，公司第五届董事会第二十八次（临时） 会议及第五届监事会第二十四次（临时）会议审议通过了《关于向激励对象授予 限制性股票的议案》，确定 2025 年 5 月 22 日为授予日，向符合条件的 101 名激 励对象授予 481.7 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相关审批程序 （一）公司股权激励计划简述 公司《2025 年限制性股票激励计划（草案）》及摘要已经公司 2025 年第一 次临时股东大会审议通过 ...

二、核心技术及业务等管理人员名单 | 序号 | 姓名 | 职务 | | --- | --- | --- | | 1 | 王彤 | 核心骨干人员 | | 2 | 高勇 | 核心骨干人员 | | 3 | 魏惺 | 核心骨干人员 | | 4 | 潘友义 | 核心骨干人员 | | 5 | 陈仕萍 | 核心骨干人员 | | 6 | 陈应光 | 核心骨干人员 | | 7 | 姜聪聪 | 核心骨干人员 | | 8 | 杨明鑫 | 核心骨干人员 | | 9 | 申昕晖 | 核心骨干人员 | | 10 | 汪骏 | 核心骨干人员 | | 11 | 范永星 | 核心骨干人员 | | 12 | 张艳华 | 核心骨干人员 | | 13 | 郑志强 | 核心骨干人员 | 海联金汇科技股份有限公司 2025年限制性股票激励计划激励对象名单 （调整后） 一、激励对象名单及分配情况汇总表 | | | 获授的限制 | 占本激励计划 | 占本激励计划 | | --- | --- | --- | --- | --- | | 姓名 | 职务 | 性股票数量 | 授出权益数量 | 公告日股本总 | | | | （万股） | 的比例 | 额的比例 | ...

关于海联金汇科技股份有限公司 2025 年限制性股票激励计划调整及授予事项的 法律意见书 上海仁盈律师事务所 上海仁盈律师事务所 SHANGHAI RENYING LAW FIRM 地址：上海市徐汇区田林路 487 号 20 号楼宝石大楼 705 室 邮编：200233 电话（Tel）：021-61255878 传真（Fax）：021-61255877 网站：www.renyinglawfirm.com | 律师声明事项 3 | | | --- | --- | | 正 | 文 4 | | 一、本次调整与本次授予的批准与授权 | 4 | | 二、本次调整的具体情况 | 5 | | 三、本次授予的授予条件 | 5 | | 四、本次授予的授予日、授予价格、授予数量和授予对象 6 | | | 总体结论性意见 8 | | | 结 | 尾 9 | 上海仁盈律师事务所 法律意见书 上海仁盈律师事务所 2 上海仁盈律师事务所 法律意见书 关于海联金汇科技股份有限公司 2025 年限制性股票激励计划调整及授予事项的 法律意见书 （2025）仁盈律非诉字第 01-02 号 致：海联金汇科技股份有限公司 根据公司与本所签订的《聘请 ...

2、本激励计划已经按照相关要求履行了必要的审批程序，本次授予的激励 对象均不存在《上市公司股权激励管理办法》第八条规定的不得成为激励对象的 下列情形： （1）最近 12 个月内被证券交易所认定为不适合人选； 海联金汇科技股份有限公司监事会 关于2025年限制性股票激励计划调整及授予相关 事项的核查意见 海联金汇科技股份有限公司（以下简称"公司"或"海联金汇"）于2025年5月 22日召开第五届监事会第二十四次（临时）会议，根据《中华人民共和国公司法》 （以下简称"公司法"）、《中华人民共和国证券法》（以下简称"证券法"）、《上 市公司股权激励管理办法》（以下简称"《管理办法》"）等有关法律、法规及规 范性文件与《公司章程》的规定，公司监事会对调整2025年限制性股票激励计划 （以下简称"激励计划"）的激励对象名单及授予数量、向激励对象授予限制性股 票事宜进行了认真审核，并对本次激励计划确定的激励对象是否符合授予条件进 行了核查，发布意见如下： 一、对激励对象名单的调整情况 根据公司激励计划确定的激励对象认购意向反馈，其中8名激励对象因个人 原因自愿放弃认购公司拟授予其的全部限制性股票，合计放弃认购的股份数为2 ...