（文章来源：证券日报） 证券日报网讯 9月23日晚间，汇川技术发布公告称，根据有关规定，公司向深圳证券交易所和中国证券 登记结算有限责任公司深圳分公司申请办理完成了第七期股权激励计划预留授予的第一类限制性股票相 关登记手续。第一类限制性股票登记数量：775，000股（占目前公司总股本的0.0287%）；第一类限制 性股票登记人数：5人；第一类限制性股票授予价格：42.46元/股；第一类限制性股票上市日期：2025 年9月23日；第一类限制性股票的来源：公司从二级市场回购的本公司人民币普通股股票。 ...

第一个归属期归属结果暨股份上市的公告 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．本次归属股票人数：11人； 深圳市汇川技术股份有限公司（以下简称"公司"）于 2025 年 8 月 22 日召开 第六届董事会第十一次会议，审议通过了《关于第七期股权激励计划首次授予第二 类限制性股票第一个归属期归属条件成就的议案》，第七期股权激励计划首次授予 第二类限制性股票第一个归属期的归属条件已经成就。具体内容详见公司于 2025 年 8 月 26 日刊登在巨潮资讯网上的《关于第七期股权激励计划首次授予第二类限 制性股票第一个归属期归属条件成就的公告》。 证券代码：300124 证券简称：汇川技术 公告编号：2025-062 深圳市汇川技术股份有限公司 关于第七期股权激励计划首次授予第二类限制性股票 截至本公告披露日，上述限制性股票归属事项已获深圳证券交易所审核通过， 且相关归属及上市手续已由中国证券登记结算有限责任公司深圳分公司办理完成。 现将相关事项公告如下： 一、第七期股权激励计划实施情况概要 1．2024 年 8 月 28 日，公司分别召开了第六 ...

证券代码：300124 证券简称：汇川技术 公告编号：2025-063 深圳市汇川技术股份有限公司 关于第七期股权激励计划首次授予股票期权第一个行权期 采用自主行权模式开始行权的提示性公告 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： 深圳市汇川技术股份有限公司(以下简称"公司")于 2025 年 8 月 22 日召开第 六届董事会第十一次会议，审议通过了《关于第七期股权激励计划首次授予股票期 权第一个行权期行权条件成就的议案》，第七期股权激励计划首次授予股票期权第 一个行权期的行权条件已经成就，同意符合行权条件的 1,116 名激励对象在第一个 行权期行权 7,442,798 份股票期权，行权价格为 42.46 元/份。具体内容详见公司于 2025 年 8 月 26 日在巨潮资讯网上披露的公告（公告编号：2025-050）。 截至本公告披露日，本次自主行权事项已获深圳证券交易所审核通过，且公司 已在中国证券登记结算有限责任公司深圳分公司完成了自主行权相关登记申报工 作。现将有关事项说明如下： 1 1．本次符合行权条件的激励对象人数：1,116人 ...

证券代码：300124 证券简称：汇川技术 公告编号：2025-061 深圳市汇川技术股份有限公司 关于第七期股权激励计划所涉预留授予第一类限制性股票 登记完成的公告 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。 重要提示： ●第一类限制性股票登记数量：775,000股（占目前公司总股本的0.0287%） ●第一类限制性股票的来源：公司从二级市场回购的本公司人民币普通股股 票 深圳市汇川技术股份有限公司（以下简称"公司"或"本公司"）于 2025 年 8 月 1 日召开第六届董事会第十次会议，审议通过了《关于对第七期股权激励 计划预留权益进行授予的议案》，确定公司第七期股权激励计划（以下简称"本 激励计划"或"本次激励计划"）预留权益授予日为 2025 年 8 月 1 日，以 42.46 元/股的授予价格向 5 名激励对象授予 77.50 万股第一类限制性股票、以 42.46 元 /股的授予价格向 3 名激励对象授予 5.60 万股第二类限制性股票、以 42.46 元/份 的行权价格向 133 名激励对象授予 262.70 万份股票期权。 根据《上市公司股权 ...

Group 1 - The Huazhong Entrepreneur Board 50 ETF has seen a net inflow of 510 million yuan over the past five trading days, while experiencing a net outflow of 3.73 billion yuan over the past 20 trading days, indicating fluctuating investor sentiment [1] - As of September 22, 2025, the circulating scale of the ETF is 25.97 billion yuan, with a total trading volume of 68.105 billion yuan over the last 20 trading days, averaging 3.405 billion yuan per day, showcasing strong liquidity compared to peers [1] - The top ten holdings of the ETF include leading companies such as CATL, Dongfang Wealth, and Mindray Medical, with varying performance in stock prices [1] Group 2 - The Huazhong Entrepreneur Board 50 ETF was established in June 2016 and tracks the Entrepreneur Board 50 Index, focusing on high liquidity stocks in sectors like information technology, new energy, and financial technology [2] - The fund manager highlighted that the index constituents are primarily growth stocks with good long-term investment value, positioning the ETF as a key tool for investing in China's technology growth sector [2] - The ETF closed at 1.476 yuan with a daily turnover rate of 13.11%, leading in trading volume among similar ETFs [2] Group 3 - Multiple institutions have expressed positive views on sectors covered by the Entrepreneur Board 50 Index, particularly in energy storage and technology, anticipating strong demand driven by policy support and overseas market growth from 2025 to 2030 [1] - Long-term investment strategies are recommended, such as dollar-cost averaging, while keeping an eye on the fundamentals of constituent stocks and industry policy changes [3]

Core Viewpoint - The news highlights the significant advancements in solid-state battery technology, with various automotive companies beginning road tests for vehicles equipped with these batteries, indicating a potential shift in the electric vehicle market towards more efficient battery solutions [1][2]. Group 1: Market Performance - As of September 23, 2025, the ChiNext New Energy Index (399266) rose by 1.54%, with notable increases in component stocks such as Terui De (300001) up 15.93%, Xian Dao Intelligent (300450) up 7.49%, and Xin Wang Da (300207) up 6.48% [1]. - The ChiNext New Energy ETF (159261) also saw an increase of 1.91%, with the latest price reported at 1.5 yuan [1]. Group 2: Solid-State Battery Developments - The transition from small-scale testing to medium-scale testing of solid-state batteries is underway, with companies like BMW and Guoxuan High-Tech showcasing road test vehicles equipped with these batteries [1]. - Changan Automobile plans to initiate solid-state battery installation verification in 2026, indicating a growing interest in this technology among major automotive manufacturers [1]. Group 3: Industry Insights - CITIC Securities notes that the period from 2025 to 2026 is expected to see a surge in road tests for solid-state batteries, emphasizing the need to address issues such as battery volume expansion and cycle life degradation [2]. - The consensus among automotive companies like BMW, Mercedes-Benz, and BYD is that battery cells require pressure constraints for optimal performance, suggesting a focus on the materials and manufacturing processes involved in battery production [2]. Group 4: Index Composition - As of August 29, 2025, the top ten weighted stocks in the ChiNext New Energy Index (399266) include CATL (300750), Sunshine Power (300274), and others, collectively accounting for 64.15% of the index [2].

Group 1 - The overall market decline has narrowed, with a recovery in sentiment leading to a rise in the automotive parts sector, driven by factors such as "anti-involution," assisted driving, and robotics [1] - The automotive parts ETF closely tracks the CSI Automotive Parts Theme Index, which rose over 0.6% during the session, outperforming the market [1] - The CSI Automotive Parts Theme Index includes 100 listed companies involved in automotive system components, interior and exterior parts, automotive electronics, and tires, reflecting the overall performance of these companies [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index (931230) are Huichuan Technology (300124), Fuyao Glass (600660), Sanhua Intelligent Control (002050), Top Group (601689), Sailun Tire (601058), Desay SV (002920), Yinlun Holdings (002126), Huayu Automotive (600741), Zhongke Chuangda (300496), and Wanfeng Aowei (002085), collectively accounting for 41.54% of the index [1] - The performance of individual stocks within the top ten includes Huichuan Technology at 0.10%, Fuyao Glass at -0.21%, Sanhua Intelligent Control at 3.05%, and Desay SV at 3.42%, among others [3]

Core Viewpoint - The article emphasizes the emergence of a new paradigm in China's economy, termed the "new new three samples," which includes robotics, artificial intelligence (AI), and innovative pharmaceuticals, as key drivers for high-quality economic development and a shift from traditional growth models to technology-led advancements [1][4][29]. Robotics Sector - The robotics sector has seen significant market capitalization growth, with companies like Huichuan Technology exceeding 200 billion yuan and several stocks doubling in price within the year [2][13]. - The market for industrial robots in China is projected to reach 302,000 units in 2024, maintaining its position as the largest industrial robot market globally [30]. - Key challenges include reliance on imported high-end servo motors and precision components, which need to be addressed to enhance domestic capabilities [33]. Artificial Intelligence Sector - The AI sector is characterized by a large number of high-value companies, with six firms exceeding a market cap of 100 billion yuan, including Cambricon and Hikvision [19]. - The demand for AI capabilities has surged, particularly in large model applications, leading to significant revenue growth for companies like Industrial Fulian and Cambricon, with year-on-year increases of 35.58% and 4347.82%, respectively [20]. - The sector is supported by national policies aimed at integrating AI into various industries, with a comprehensive action plan released to enhance AI's role in economic development [22]. Innovative Pharmaceuticals Sector - The innovative pharmaceuticals sector is represented by major players like Heng Rui Medicine, which is nearing a market cap of 500 billion yuan, and BeiGene, which recently achieved profitability [24][28]. - Recent policy measures have been introduced to support the development of innovative drugs, including streamlined approval processes and enhanced reimbursement mechanisms [27]. - The sector is witnessing a shift from loss-making to profitability, with companies like BeiGene demonstrating the commercial viability of innovative drug models [28]. Strategic Importance - The "new new three samples" signify a transition from scale-driven manufacturing to technology-driven innovation, crucial for enhancing China's global competitiveness and economic resilience [7][9][31]. - The collaboration among robotics, AI, and innovative pharmaceuticals creates a synergistic effect that strengthens overall productivity and fosters new business models [8][31]. - Addressing the "bottleneck" issues in these sectors is essential for sustaining growth and achieving leadership in global technology competition [32][33]. Policy Recommendations - To enhance competitiveness, policies should focus on data openness, regulatory reforms, and infrastructure development to support AI and innovative pharmaceuticals [35][38]. - Establishing a robust talent pipeline and fostering interdisciplinary education will be critical for sustaining innovation in these sectors [37][38]. - Encouraging public-private partnerships and international collaboration will further strengthen China's position in the global market [39].

Core Insights - The A-share market experienced a collective decline on September 23, with the automotive parts sector showing resilience and increasing in value [1] - The automotive parts ETF (562700) rose by 0.13% with a trading volume of 17.54 million yuan, leading its category [1] - Key stocks such as Xusheng Group, Yongding Co., and Dayang Motor reached their daily limit up, indicating strong market interest [1] Automotive Parts Sector - The automotive parts ETF tracks the CSI Automotive Parts Theme Index, which includes high-quality component manufacturers across various automotive systems [1] - The sector is benefiting from the trends of electrification and intelligence in the domestic automotive industry, suggesting significant growth potential [1] - Companies involved in robotics are increasingly integrating into the automotive parts sector, with humanoid robots seen as a "second curve" for automotive components [1]

Core Insights - The digital economy theme index (931582) has shown a slight increase of 0.24% as of September 23, 2025, with notable gains in constituent stocks such as Jingsheng Electronics (600699) up by 6.90% and Shengmei Shanghai (688082) up by 5.75% [1] - Huawei has unveiled a three-year development roadmap for its Ascend AI chips, planning to launch four new products from 2026 to 2028, including the Ascend 950PR and Ascend 970 [1] - The reports released by Huawei, "Smart World 2035" and "Global Digital Intelligence Index 2025," predict a dramatic increase in computing power, projecting a growth of up to 100,000 times by 2035 [2] Digital Economy ETF Performance - The digital economy ETF (560800) has increased by 0.10%, with a latest price of 1.05 yuan, and a trading volume of 369.44 million yuan, reflecting a turnover rate of 0.52% [1] - Over the past week, the average daily trading volume of the digital economy ETF was 37.65 million yuan [1] Key Constituents of the Index - As of August 29, 2025, the top ten weighted stocks in the digital economy theme index account for 53.36% of the total index weight, with Dongfang Caifu (300059) being the largest at 10.51% [3] - Other significant constituents include Cambricon (688256) at 4.52% and SMIC (688981) at 6.34% [5]