Group 1 - The core viewpoint of the news is that Sega Technology has seen a significant stock price increase of 5.29%, reaching 18.32 CNY per share, with a total market capitalization of 4.624 billion CNY [1] - Sega Technology, established on April 20, 1990, specializes in the research, design, production, sales, and service of customized precision box systems [1] - The main business revenue composition includes: RF devices 33.78%, elevator car systems 22.74%, specialized equipment box systems 22.32%, antennas 16.14%, and others 5.02% [1] Group 2 - From the perspective of fund holdings, one fund under Jianxin Fund has a significant position in Sega Technology, with Jianxin Social Responsibility Mixed A holding 209,800 shares, accounting for 3.38% of the fund's net value [2] - Jianxin Social Responsibility Mixed A has achieved a year-to-date return of 33.18%, ranking 1727 out of 8136 in its category, and a one-year return of 36.22%, ranking 1477 out of 8058 [2] - The fund manager, Li Denghu, has a tenure of 2 years and 5 days, with the best fund return during this period being 68.66% and the worst being 51.28% [3]

Group 1 - The company has approved a guarantee of up to RMB 87 million for its subsidiaries to facilitate credit applications and performance obligations [1] - The full subsidiary, Suzhou Bofate Electronic Technology Co., Ltd., is applying for a credit facility of RMB 80 million from Bank of China, with the company providing a joint liability guarantee of RMB 50 million [2] - The guarantee covers the principal debt and associated costs, including interest, penalties, and legal fees, with a guarantee period of three years from the debt's maturity [4] Group 2 - The total amount of guarantees signed by the company and its subsidiaries is RMB 301 million, representing 33.27% of the latest audited equity attributable to the parent company [5] - The outstanding guarantee balance is RMB 116.2 million, accounting for 12.85% of the latest audited equity attributable to the parent company [5] - There have been no violations or overdue guarantees reported by the company or its subsidiaries [5]

证券代码：002796 证券简称：世嘉科技 公告编号：2025-066 苏州市世嘉科技股份有限公司 关于为子公司提供担保事项的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、担保情况概述 苏州市世嘉科技股份有限公司（以下简称"公司"或"世嘉科技"）于 2025 年 5 月 15 日召开了 2024 年年度股东大会，会议审议通过了《关于向金融机构申 请综合授信额度及担保事项的议案》。根据会议决议，为提高工作效率，保证公 司及其控股子公司向业务相关方（包括但不限于商业银行、融资租赁公司等金融 机构及供应商等，以下简称"业务相关方"）申请综合授信或其他履约义务的顺 利完成。根据公司及其控股子公司日常经营及资金需求的实际情况，拟预计公司 向控股子公司与控股子公司之间合计提供不超过人民币 87,000.00 万元的担保， 具体内容详见公司于 2025 年 4 月 25 日在巨潮资讯网（www.cninfo.com.cn）等指 定信息披露媒体披露的《关于向金融机构申请综合授信额度及担保事项的公告》 （公告编号：2025-018）。 4. 保证范围：主债权本金及在 ...

证券代码：002796 证券简称：世嘉科技 公告编号：2025-065 苏州市世嘉科技股份有限公司 关于为子公司提供担保事项的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、担保情况概述 苏州市世嘉科技股份有限公司（以下简称"公司"或"世嘉科技"）于 2025 年 5 月 15 日召开了 2024 年年度股东大会，会议审议通过了《关于向金融机构申 请综合授信额度及担保事项的议案》。根据会议决议，为提高工作效率，保证公 司及其控股子公司向业务相关方（包括但不限于商业银行、融资租赁公司等金融 机构及供应商等，以下简称"业务相关方"）申请综合授信或其他履约义务的顺 利完成。根据公司及其控股子公司日常经营及资金需求的实际情况，拟预计公司 向控股子公司与控股子公司之间合计提供不超过人民币 87,000.00 万元的担保， 具体内容详见公司于 2025 年 4 月 25 日在巨潮资讯网（www.cninfo.com.cn）等指 定信息披露媒体披露的《关于向金融机构申请综合授信额度及担保事项的公告》 （公告编号：2025-018）。 近日，鉴于公司全资子公司苏州波 ...

Core Viewpoint - Sega Technology announced that its shareholders' meeting on May 15, 2025, will review a proposal to provide guarantees totaling no more than 870 million yuan to its subsidiaries [1] Group 1: Guarantees and Financial Commitments - The wholly-owned subsidiary, Bofa Technology, plans to apply for a comprehensive credit facility of 50 million yuan from China Merchants Bank, for which the company will provide a corresponding joint liability guarantee [1] - As of the announcement date, the total amount of guarantee agreements by the company and its subsidiaries is 301 million yuan, accounting for 33.27% of the latest audited net equity attributable to shareholders and 20.59% of total assets [1] - The remaining guarantee balance is 116 million yuan, representing 12.85% of net equity and 7.95% of total assets, with no violations or overdue guarantees reported [1]

Core Points - Sega Technology (002796) announced the first unlock period for its 2024 restricted stock incentive plan, with 134 individuals eligible for the release of shares [1] - A total of 2.09172 million restricted shares will be released, representing 0.8286% of the company's total share capital [1] - The listing date for the released restricted shares is set for November 14, 2025 [1]

证券代码：002796 证券简称：世嘉科技 公告编号：2025-064 苏州市世嘉科技股份有限公司 关于 2024 年限制性股票激励计划首次授予部分第一个解除 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公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 1、2024 年 8 月 15 日，公司召开第四届董事会薪酬与考核委员会第四次会 议，审议通过了《关于<苏州市世嘉科技股份有限公司 2024 年限制性股票激励计 划（草案）>及其摘要的议案》《关于<苏州市世嘉科技股份有限公司 2024 年限 制性股票激励计划实施考核管理办法>的议案》，并提交董事会审议。 2、2024 年 8 月 16 日，公司召开第四届董事会第十五次会议，审议通过了 《关于<苏州市世嘉科技股份有限公司 2024 年限制性股票激励计划（草案）>及 其摘要的议案》《关于<苏州市世嘉科技股份有限公司 2024 年限制性股票激励计 划实施考核管理办法>的议案》《关于<提请股东大会授权董事会办理公司 2024 年限制性股票激励计划有关事宜>的议案》等议案。 同日，公司召开第四届监事会第十五次会议，审议通过了《关于< ...

Core Insights - The report emphasizes the importance of proactive discovery in the financial market rather than merely relaying information [1] Macroeconomic News Summary - The Ministry of Commerce highlights the Chinese government's commitment to joining the CPTPP, aiming to enhance economic integration in the Asia-Pacific region [4] - Shenzhen supports the establishment of cooperation mechanisms between the Shenzhen Stock Exchange and major exchanges in sovereign fund countries/regions [4] - The Central Financial Office stresses that building a strong financial nation is essential for promoting high-quality development and supporting Chinese-style modernization [4] Industry Latest Developments - The demand for virtual power plants is increasing in the context of new power systems, with related stocks including Guodian Nanzi (600268) and Xiexin Energy (002015) [6] - The ongoing development and standardization of 6G technology is expected to create opportunities in the industry, with related stocks such as Sega Technology (002796) and Guolan Testing (301289) [6] - SK Hynix's HBM4 has increased in price by 50% compared to the previous generation, indicating potential expansion opportunities in the HBM industry chain, with related stocks including Shannon Chip (300475) and Zhaoyi Innovation (603986) [6] Focus on Listed Companies - Zoomlion (000157) has successfully developed multiple iterations of its autonomous robots in the embodied intelligence field [8] - Wuzhi Electromechanical (300503) has completed the development of several series of fuel cell air compressor products [8] - Xinzhoubang (300037) focuses primarily on lithium-ion battery electrolyte business and does not directly produce lithium iron phosphate cathode materials [8] - Lixing Co., Ltd. (300421) has signed a strategic cooperation agreement with Zhejiang Rongtai to collaborate in key areas such as rolling body applications for industrial robots [8] Market Review and Outlook - On November 6, the market showed a strong upward trend, with the Shanghai Composite Index rising by 0.97% and the Shenzhen Component Index increasing by 1.73% [10] - The overall market sentiment improved significantly, with nearly 2900 stocks rising, and the trading volume in the Shanghai and Shenzhen markets reached 1.89 trillion yuan, an increase of over 180 billion yuan from the previous trading day [10] - The semiconductor industry chain experienced a strong rally, with storage chips and CPOs leading the gains, and several related stocks hitting the daily limit or rising over 10% [10] - The report indicates that the market's focus is shifting towards growth styles, particularly in technology sectors such as semiconductors and computing hardware [10][11]

Core Viewpoint - The board of directors of Suzhou Sega Technology Co., Ltd. has approved the achievement of the first unlock condition for the restricted stock incentive plan, allowing 134 eligible participants to unlock a total of 2.09172 million shares, representing 0.83% of the company's total share capital [2][9][21]. Group 1: Board Meeting Details - The 11th meeting of the 5th board of directors was held on November 6, 2025, with all 6 directors present, complying with relevant regulations [1]. - The meeting approved the proposal regarding the achievement of the first unlock condition for the 2024 restricted stock incentive plan [2][19]. Group 2: Incentive Plan Overview - The 2024 restricted stock incentive plan was approved on September 3, 2024, with a total of 6.5493 million shares to be granted, of which 5.2893 million shares are for initial grants [10][11]. - The grant price for the restricted stock is set at 4.34 yuan per share [11]. Group 3: Unlock Conditions - The first unlock period for the initial grant of restricted stock has ended, allowing 40% of the total granted shares to be unlocked [20]. - A total of 134 participants meet the conditions for unlocking, with 2.09172 million shares eligible for release [21][23]. Group 4: Compliance and Legal Opinions - The board's decision to unlock shares complies with the relevant laws and regulations, ensuring no harm to the interests of the company and its shareholders [24]. - Legal opinions confirm that the necessary approvals and authorizations for the unlocking of shares have been obtained [25].

苏州市世嘉科技股份有限公司 关于 2024 年限制性股票激励计划首次授予部分第一个解除 限售期解除限售条件成就的公告 证券代码：002796 证券简称：世嘉科技 公告编号：2025-063 本公司及董事会全体成员保证公告内容真实、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. 公司 2024 年限制性股票激励计划首次授予部分第一个解除限售期解除 限售条件已经成就，符合解除限售条件的激励对象共计 134 名，可解除限售的 限制性股票数量为 209.172 万股，占公司最新总股本的 0.83%。 2. 本次限制性股票办理完解除限售手续后，公司将披露限制性股票上市流 通的提示性公告，敬请投资者注意。 苏州市世嘉科技股份有限公司（以下简称"公司"或者"世嘉科技"）于 2025 年 11 月 6 日召开第五届董事会第十一次会议审议通过了《关于 2024 年限制性股 票激励计划首次授予部分第一个解除限售期解除限售条件成就的议案》。根据《上 市公司股权激励管理办法》（以下简称"《管理办法》"）及公司《2024 年限制性 股票激励计划（草案）》（以下简称"《激励计划》"）的相关规定及授权，《激励计 划》 ...