Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) opening strong and reaching a maximum intraday increase of 1.53%, closing up 0.59% [1][8] - Key stocks in the sector include Guangwei Composite, which surged over 7%, and Enjie shares, which rose over 4% [1][8] - Other notable performers include Duofluor, Cangge Mining, and Zhongjian Technology, all increasing by over 3% [1][8] Group 2 - According to Guojin Securities, the lithium battery supply has transitioned from a surplus phase to an active replenishment phase, with a recovery expected in 2024 and a significant rebound by 2026 [2][10] - The demand is driven by AI and energy storage, while supply growth is slowing due to reduced capital expenditure, leading to a supply-demand mismatch [2][10] - The industry is shifting from price wars to price stabilization, which is expected to enhance profitability in the upstream materials sector [2][10] Group 3 - The chemical sector currently presents a favorable valuation, with the chemical ETF's underlying index price-to-book ratio at 2.55, positioned at the 48.43 percentile over the past decade [3][10] - The sector is anticipated to experience negative growth in capital expenditure starting in 2024, with supply expected to contract due to the "anti-involution" trend and the clearance of outdated overseas capacity [4][11] - The "14th Five-Year Plan" emphasizes expanding domestic demand, which, combined with the onset of a U.S. interest rate cut cycle, is expected to open up demand for chemical products [4][11] Group 4 - The chemical ETF (516020) tracks the CSI segmented chemical industry theme index, covering various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks [5][12] - Investors can also access the chemical ETF through linked funds (Class A 012537/Class C 012538) for efficient exposure to the sector [5][12]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300225 | *ST全泰 | 6.00 | 12.99% | 40.04万 | | 2.30亿 | | 603681 | 永冠新材 | 20.06 | 6.25% | 9.55万 | | 1.87亿 | | 002683 | 广东宏大 | 43.06 | 4.57% | 23.07万 | | 9.671Z | | 300200 | 高盟新材 | 12.97 | 4.43% | 55.69万 | | 7.09亿 | | 002453 | 华软科技 | 6.61 | 4.26% | 35.60万 | | 2.33亿 | | 301373 | 凌晴科技 | 33.50 | 3.88% | 4.64万 | | 1.56亿 | | 300109 | 新开源 | 17.37 | 3.83% | 10.05万 | | 1.72亿 | | 603823 | 百合花 | 16.26 | 3.77% | 10.80万 | | 1.71亿 | | 6 ...

股票简称 股票代码 限售股类型 解禁股数 广东宏大 002683 股权激励限售流通 447.03万 智通财经APP获悉，12月25日共有1家上市公司的限售股解禁，解禁总市值约8770.66万元。 今日具体限售解禁股情况如下： ...

Group 1: Overseas News - US stock market has seen five consecutive days of gains, with the Dow Jones up 0.6%, Nasdaq up 0.22%, and S&P 500 up 0.32%. Major tech companies like Apple, Meta, Microsoft, and Amazon saw increases of up to 0.53%, while Tesla, Google A, and Nvidia experienced declines of up to 0.32% [1] - Nvidia denied reports of a $200 million acquisition of AI chip startup Groq, stating that only a licensing agreement for inference technology was reached [1] - Samsung and SK Hynix are reportedly raising HBM3E prices by nearly 20% for next year [1] - Sanofi plans to acquire US vaccine company Dynavax for $2.2 billion to enhance its adult vaccine portfolio [1] Group 2: Domestic Major Events - The People's Bank of China and eight other departments issued opinions to support the construction of the Western Land-Sea New Corridor, exploring cross-border payment trials for digital RMB with Singapore [2][5] Group 3: Market Strategy Insights - Everbright Securities noted that the Shanghai Composite Index has shown strong performance with six consecutive days of gains, indicating a recovery in market sentiment and potential continued inflow of funds, particularly favoring technology growth stocks [3] Group 4: Real Estate Policy Changes - Beijing's new real estate policy, effective December 24, 2025, includes four main aspects: relaxing social security requirements for non-Beijing residents, supporting multi-child families in housing needs, optimizing commercial loan interest rates, and lowering the down payment ratio for second homes [4][5] Group 5: Digital Currency Developments - The digital RMB aims to address inefficiencies and high costs in traditional cross-border payments, with optimistic projections for transaction volumes reaching 162.4 trillion yuan by 2030 [6]

Group 1 - On December 25, a total of 8 companies had their restricted shares unlocked, with a total unlock volume of 247 million shares, amounting to a market value of 6.273 billion yuan based on the latest closing price [1] - The companies with the highest unlock volumes were Mousse Co., Ltd., Shengda Biology, and Guangdong Hongda, with unlock shares of 222 million, 17.84 million, and 4.4287 million respectively [1] - In terms of unlock market value, Mousse Co., Ltd., Shengda Biology, and Guangdong Hongda led with market values of 5.721 billion yuan, 304 million yuan, and 182 million yuan respectively [1] Group 2 - The companies with the highest unlock ratios relative to their total share capital were Mousse Co., Ltd., Shengda Biology, and Keda Control, with unlock ratios of 50.92%, 9.44%, and 1.42% respectively [1]

Summary of Key Points Core Viewpoint - On December 25, a total of 8 companies had their restricted shares unlocked, with a total unlock volume of 247 million shares, amounting to a market value of 6.273 billion yuan based on the latest closing prices [1]. Group 1: Unlock Volume - The companies with the highest unlock volumes were Mousse Co., Ltd., Shengda Biology, and Guangdong Hongda, with unlock shares of 222 million, 17.84 million, and 4.4287 million respectively [1]. Group 2: Unlock Market Value - In terms of unlock market value, Mousse Co., Ltd., Shengda Biology, and Guangdong Hongda led the way, with unlock market values of 5.721 billion yuan, 304 million yuan, and 18.2 million yuan respectively [1]. Group 3: Unlock Ratio - Regarding the proportion of unlock shares to total share capital, Mousse Co., Ltd., Shengda Biology, and Keda Control had the highest unlock ratios, at 50.92%, 9.44%, and 1.42% respectively [1].

Core Viewpoint - The company has approved the first unlock period of its 2023 restricted stock incentive plan, allowing 326 eligible participants to unlock a total of 4,428,745 shares, which represents 0.5827% of the company's total share capital, effective December 25, 2025 [2][3][8]. Group 1: Incentive Plan Implementation - The company held its sixth board meeting on December 5, 2025, where it approved the achievement of conditions for the first unlock period of the 2023 restricted stock incentive plan [3][10]. - The first unlock period for the restricted stock will expire on December 24, 2025, with the shares granted on November 30, 2023, and listed on December 25, 2023 [7][8]. - The total number of eligible participants for the unlock is 326, with 4,428,745 shares available for unlocking [2][8]. Group 2: Adjustments and Approvals - The company received approval from the Guangdong Provincial Government's State-owned Assets Supervision and Administration Commission for the 2023 restricted stock incentive plan on September 27, 2023 [4]. - The number of incentive participants was adjusted from 407 to 331, and the total shares granted were reduced from 14,795,176 to 12,133,923 [5]. - The company announced the public disclosure of the incentive object list on November 1, 2023, and held a shareholder meeting on November 7, 2023, to approve the revised incentive plan [4][5]. Group 3: Unlock Conditions and Compliance - The unlock conditions for the restricted stock are based on the performance assessment of the individual and their respective business unit [7][8]. - The board's remuneration and assessment committee confirmed that the eligible participants meet the conditions for unlocking as per the incentive plan's management measures [11]. - Legal opinions confirm that the unlock conditions have been met and necessary approvals obtained, ensuring compliance with relevant laws and regulations [12][13].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002683 证券简称：广东宏大 公告编号：2025-090 广东宏大控股集团股份有限公司 关于2023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、本次符合解除限售条件的激励对象共计326人，可解除限售股份数量为4,428,745股，占公司当前总股 本的0.5827%。 2、本次解除限售股份上市流通日为2025年12月25日。 广东宏大控股集团股份有限公司（以下简称"公司"）于2025年12月5日召开了第六届董事会2025年第十 二次会议，审议通过了《关于2023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》，鉴于公司2023年限制性股票激励计划的第一个解除限售期解除限售条件已经成就，根据公司2023 年第四次临时股东大会的授权，现拟按照规定为本次限制性股票激励对象办理第一次解除限售相关事 宜。本次符合解除限售条件的激励对象人数为326人，可解除限售股份数量为4,428,745股，占公司当前 总股 ...

证券日报网讯 12月21日晚间，广东宏大发布公告称，公司2023年限制性股票激励计划第一个解除限售 期解除限售条件已成就，本次符合解除限售条件的激励对象共计326人，可解除限售股份数量为4， 428，745股，占公司当前总股本的0.5827%。上市流通日为2025年12月25日。 （编辑 王江浩） ...

证券代码：002683 证券简称：广东宏大 公告编号：2025-090 2、本次解除限售股份上市流通日为 2025 年 12 月 25 日。 广东宏大控股集团股份有限公司（以下简称"公司"）于 2025 年 12 月 5 日召开了第六届董事会 2025 年第十二次会议，审议通过了 《关于 2023 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》，鉴于公司 2023 年限制性股票激励计划的第一个解除 限售期解除限售条件已经成就，根据公司 2023 年第四次临时股东大 会的授权，现拟按照规定为本次限制性股票激励对象办理第一次解除 限售相关事宜。本次符合解除限售条件的激励对象人数为 326 人，可 解除限售股份数量为 4,428,745 股，占公司当前总股本的 0.5827%。 上述可解除限售股份的上市流通日为 2025 年 12 月 25 日。具体情况 如下： 一、公司本次限制性股票激励计划实施情况 广东宏大控股集团股份有限公司 关于 2023 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内容的真实、准确和完 整，没有虚假记载、误导性陈 ...