Industry Overview - The reed relay, composed of a reed switch and coil, is a key electronic switching component in modern electrical control systems due to its compact size, rapid response, and high reliability [1][18] - The application of reed relays is expanding in automation control, industrial equipment, and information transmission, driven by China's economic growth and technological advancements [1][18] - The market size of China's reed relay industry is projected to grow from 1.899 billion yuan in 2021 to 2.519 billion yuan in 2024, with a compound annual growth rate (CAGR) of 9.87% [1][18] - By 2025, the market size is expected to reach 3.036 billion yuan, supported by technological innovation and expanding application areas [1][18] Market Demand and Trends - The acceleration of industrial automation, particularly in the new energy sector, smart grid construction, and the rapid development of IoT technology, is creating significant market demand for reed relays [1][18] - The industry is benefiting from national policies promoting energy conservation, emission reduction, and smart manufacturing, presenting new development opportunities [1][18] Industry Structure - The reed relay industry has a relatively complete supply chain, covering upstream raw material supply, midstream research and manufacturing, and downstream application markets [12] - Upstream materials include iron-nickel alloys, glass tubes, precious metals, excitation coils, epoxy resins, and inert gases [12] Key Companies - Major companies in the reed relay industry include Kunshan Guoli Electronics Technology Co., Ltd., Shenzhen Magtech Electronics Co., Ltd., Shanghai Meigaole Electronics Co., Ltd., and Shanghai Standex-Meder Electronics Co., Ltd. [20][21] - Kunshan Guoli Electronics is noted for its vacuum relay products, including reed relays designed for RF and high-power applications, with projected revenue of 778 million yuan in 2024, a 15.43% increase [22] - Shenzhen Magtech focuses on producing various electronic components, including small-sized reed relays and high-voltage relays [24] Future Development Trends - The industry is expected to enhance performance by optimizing reed materials and improving packaging processes to increase environmental resistance [26] - There is a growing demand for miniaturized reed relays driven by the rapid development of consumer electronics and IoT devices [28] - Low-power reed relays are increasingly sought after in green energy sectors, with innovations aimed at reducing energy consumption while maintaining high sensitivity [29]

Group 1 - The report titled "2025-2031 China Medium and High Voltage Inverter Industry Market Panorama Assessment and Investment Potential Analysis" consists of eleven chapters, providing a comprehensive overview of the medium and high voltage inverter industry [1] - The report covers the development environment, overall operational status, current market conditions, competitive landscape, key enterprise performance analysis, and future trends and investment forecasts in the medium and high voltage inverter sector [1] - The data utilized in the report is sourced from national statistics, customs data, survey data, and various market monitoring databases, ensuring a robust analytical foundation [1] Group 2 - Chapter 1 provides an overview of medium and high voltage inverters, defining and categorizing the products [2][4] - Chapter 2 analyzes the industry environment in China, including a PEST analysis covering political, economic, social, and technological factors [3][4] - Chapter 3 discusses the current status and operational conditions of the medium and high voltage inverter industry, including a SWOT analysis that identifies strengths, weaknesses, opportunities, and threats [4][5] Group 3 - Chapter 4 focuses on market supply and demand analysis, including current market size, segmentation, and future market size predictions for 2025-2031 [5] - Chapter 5 examines the import and export status of the medium and high voltage inverter industry, analyzing total import and export volumes and trends [5][6] - Chapter 6 discusses the competitive landscape within the domestic medium and high voltage inverter market, including supplier bargaining power and industry concentration [6][8] Group 4 - Chapter 9 provides an analysis of the international medium and high voltage inverter market, including current conditions and future forecasts [11] - Chapter 10 discusses research and technology development trends in the domestic and international medium and high voltage inverter sectors [12][14] - Chapter 11 identifies investment opportunities and risks within the medium and high voltage inverter industry, highlighting macro and micro driving factors [15]

金融界8月1日消息，上证指数下跌0.37%，中证数字经济主题指数 (数字经济，931582)下跌0.66%，报 1192.06点，成交额797.24亿元。 数据统计显示，中证数字经济主题指数近一个月上涨2.75%，近三个月上涨2.83%，年至今上涨2.80%。 据了解，中证数字经济主题指数选取涉及数字经济基础设施和数字化程度较高的应用领域上市公司证券 作为指数样本，以反映数字经济主题上市公司证券的整体表现。该指数以2016年12月30日为基日，以 1000.0点为基点。 从中证数字经济主题指数持仓的市场板块来看，上海证券交易所占比50.61%、深圳证券交易所占比 49.39%。 从中证数字经济主题指数持仓样本的行业来看，信息技术占比78.11%、金融占比10.35%、工业占比 5.89%、通信服务占比3.84%、可选消费占比1.81%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 ...

（文章来源：证券日报） 证券日报网讯 8月1日晚间，汇川技术发布公告称，公司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》。 ...

深圳市汇川技术股份有限公司 关于对第七期股权激励计划预留权益进行授予的公告 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： ● 第一类限制性股票预留授予情况：授予日为2025年8月1日，授予数量为77.50万 股，授予价格为42.46元/股。 ● 第二类限制性股票预留授予情况：授予日为2025年8月1日，授予数量为5.60万 股，授予价格为42.46元/股。 ● 股票期权预留授予情况：授予日为 2025 年 8 月 1 日，授予数量为 262.70 万 份，行权价格为 42.46 元/份。 根据《深圳市汇川技术股份有限公司第七期股权激励计划（草案）》（以下简称 "《激励计划（草案）》"）的规定，深圳市汇川技术股份有限公司（以下简称"公司" 或"本公司"或"汇川技术"）第七期股权激励计划（以下简称"本次激励计划"）预 留权益应在本激励计划提交公司股东会审议通过后 12 个月内由公司董事会授予。根据 2024 年第一次临时股东大会的授权，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《关于对第七期股权激励计划预留权益进行授予 ...

1.第三个股份锁定期届满日期：2025 年 8 月 1 日 2.第三个锁定期届满对应解锁的股份数量：601,153 股 证券代码：300124 证券简称：汇川技术 公告编号：2025-035 深圳市汇川技术股份有限公司 关于第一期长效激励持股计划第三个锁定期届满 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。 重要提示： 定，公司第一期长效激励持股计划第三个锁定期已于 2025 年 8 月 1 日届满，现 将相关情况公告如下： 一、第一期长效激励持股计划的持股情况和锁定期说明 公司第一期长效激励持股计划的股票来源为公司回购专用证券账户已回购 的股份。2022 年 8 月 2 日，公司收到中国证券登记结算有限责任公司深圳分公 司出具的《证券过户登记确认书》，公司回购专用证券账户内的 2,404,613 股公司 股票已于 2022 年 8 月 1 日非交易过户至"深圳市汇川技术股份有限公司—第一 期长效激励持股计划"账户。具体内容详见公司于 2022 年 8 月 2 日刊登在巨潮 资讯网上的《关于第一期长效激励持股计划非交易过户完成的公告》。 深圳市 ...

证券代码：300124 证券简称：汇川技术 公告编号：2025-033 深圳市汇川技术股份有限公司 第六届董事会第十次会议决议公告 因公司董事李俊田、周斌、刘宇川、宋君恩、杨春禄属于本次股权激励计划的激励 对象，回避了对本议案的表决。 具体内容详见公司于 2025 年 8 月 1 日刊登在巨潮资讯网上的公告。 特此公告。 1 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。 深圳市汇川技术股份有限公司(以下简称"公司")第六届董事会第十次会议于 2025 年 8 月 1 日以通讯表决的方式召开，会议通知于 2025 年 7 月 29 日以电子邮件方式送 达全体董事。本次会议由公司董事长朱兴明先生主持，会议应参加董事 9 名，实际参 加董事 9 名。公司副总裁邵海波、李瑞琳、易高翔，财务总监刘迎新列席会议。本次董 事会的召集、召开和表决程序符合国家有关法律、法规及公司章程的规定。 董事会以 4 票同意、0 票反对、0 票弃权，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》 根据《上市公司股权激励管理办法》《第七期股权激励计划（草案）》的相关规定和 ...

北京 天津 上海 深圳 广州 西安 沈阳 南京 杭州 海口 菏泽 成都 苏州 呼和浩特 长沙 厦门 郑州 香港 武汉 北京市康达（广州）律师事务所 关于深圳市汇川技术股份有限公司 第七期股权激励计划预留授予限制性股票及股票期权的 法 律 意 见 书 康达(广州)法意字【2025】第 0213 号 二〇二五年八月 1 法律意见书 广州市天河区珠江东路 32 号利通广场 29 楼 2901 室 邮编/Zip Code:510623 电话/Tel:86-020-37392666 传真/Fax:86-020-37392826 电子邮箱/E-mail：kdgzlaw@163.com 法律意见书 北京市康达（广州）律师事务所 关于深圳市汇川技术股份有限公司 第七期股权激励计划预留授予限制性股票及股票期权的 法律意见书 康达(广州)法意字【2025】第 0213 号 致：深圳市汇川技术股份有限公司 北京市康达（广州）律师事务所接受深圳市汇川技术股份有限公司（以下简称 "公 司"或"汇川技术"）的委托，担任公司第七期股权激励计划（以下简称"本次激励计 划"）的法律顾问，指派韩思明律师和周勇律师参与本次激励计划相关的法律工作， ...

证券简称：汇川技术 证券代码：300124 上海荣正企业咨询服务（集团）股份有限公司 关于 深圳市汇川技术股份有限公司 第七期股权激励计划预留授予相关事项 之 独立财务顾问报告 2025 年 8 月 | 一、 释义 3 | | --- | | 二、声明 5 | | 三、基本假设 6 | | 四、本次激励计划的审批程序 7 | | 五、本次激励计划满足授予条件说明 8 | | 六、本次激励计划预留权益授予情况 9 | | 七、本次激励计划预留权益授予对相关年度财务状况和经营成果影 | | 响的说明 11 | | 八、结论性意见 12 | 一、 释义 | 汇川技术、本公司、 | 指 | 深圳市汇川技术股份有限公司 | | --- | --- | --- | | 公司、上市公司 | | | | 本激励计划、《激励 | 指 | 公司第七期股权激励计划（草案） | | 计划（草案）》 | | | | 独立财务顾问 | 指 | 上海荣正企业咨询服务（集团）股份有限公司 | | 独立财务顾问报告、 | 指 | 上海荣正企业咨询服务（集团）股份有限公司关于深圳市汇 川技术股份有限公司第七期股权激励计划预留授予相关事项 | | ...

Investment Rating - The report maintains a "Standard" investment rating for the mechanical equipment industry, indicating that the industry index is expected to perform within ±10% of the market index over the next six months [40]. Core Insights - The application scenarios for humanoid robots are expected to accelerate, supported by infrastructure projects that bolster domestic engineering machinery demand [1][3]. - The mechanical equipment sector has shown a bi-weekly increase of 1.84%, outperforming the CSI 300 index by 0.82 percentage points, ranking 14th among 31 sectors [11][15]. - The engineering machinery sub-sector has the highest growth, with a bi-weekly increase of 4.17% and a monthly increase of 9.36% [18]. Summary by Sections Market Review - As of July 31, 2025, the mechanical equipment industry has increased by 1.84% bi-weekly, 5.67% monthly, and 15.49% year-to-date, outperforming the CSI 300 index by 0.82, 2.12, and 11.92 percentage points respectively [11][15]. Valuation Situation - The current PE TTM for the mechanical equipment sector is 28.51 times, with sub-sectors showing varied valuations: General Equipment at 36.24, Specialized Equipment at 28.01, Engineering Machinery at 21.35, and Automation Equipment at 47.37 [2][22]. Industry News - The commencement of the Yarlung Tsangpo River downstream hydropower project on July 19 is expected to significantly support long-term demand for domestic engineering machinery [3][34]. - The global robot market is projected to exceed $400 billion by 2029, with China accounting for nearly 50% of this market [34]. Company Announcements - Companies such as Huichuan Technology and Green's Harmonic are recommended for attention due to their strong market positions and growth potential in the humanoid robot and servo product sectors [36][37]. Weekly Insights - The report highlights the anticipated launch of Tesla's Optimus Gen3 humanoid robot and the introduction of a medical care robot by Fourier, indicating a growing trend in humanoid robot applications [3][36].