（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].

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 4.51%, with a transaction volume of 24.81 million yuan [2] - Over the past year, the Robot ETF has seen a significant growth in scale, increasing by 522 million yuan [2] - As of July 31, the net value of the Robot ETF has risen by 45.32%, ranking 468 out of 2943 index equity funds, placing it in the top 15.90% [2] Group 2: Fund Returns - Since its inception, the Robot ETF has achieved a maximum monthly return of 25.78%, with the longest consecutive monthly gains being three months and a maximum cumulative increase of 37.12% [2] - The average return during the months of increase is 8.93% [2] Group 3: Top Holdings - As of July 31, the top ten weighted stocks in the CSI Robot Index include iFlytek, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [2] Group 4: Market Trends - According to IDC, global shipments of commercial service robots surpassed 100,000 units in 2024, with delivery and cleaning robots dominating the market [4] - Chinese manufacturers lead the market with an 84.7% share of shipments, indicating rapid market expansion [4] - Companies such as Qianlang Intelligent, Pudu Robotics, Gaoxian Robotics, and Yunjijia Technology are among the leaders in global shipment volumes [4] Group 5: Industry Outlook - Great Wall Securities notes that humanoid robots are currently in the factory working phase, with various sectors like automotive, home appliances, and cloud services expanding into the robotics market [5] - The acceleration of orders for humanoid robots and the iterative development of robots are expected to lead to rapid growth in the sector [5] - The financing of robot manufacturers is accelerating, indicating a positive outlook for investment opportunities in the related industry chain [5] Group 6: Investment Opportunities - Investors without stock accounts can access opportunities in the robotics sector through the Robot ETF Jiashi linked fund (024619) [6]

Core Viewpoint - The performance of the China Securities Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index and its related ETF shows positive growth trends, indicating potential investment opportunities in the region's market [1][2][3]. Performance Summary - As of August 1, 2025, the index rose by 0.29%, with notable increases in constituent stocks such as Jiejia Weichuang (19.98%) and Shenzhen Sanda A (6.57%) [1]. - The Greater Bay Area ETF (512970) increased by 0.70%, with a recent price of 1.3 yuan, and has shown a cumulative increase of 1.26% over the past two weeks [1]. - Over the past year, the ETF's net value has risen by 27.00%, with a maximum monthly return of 21.99% since its inception [1][2]. Liquidity and Trading Activity - The ETF had a turnover rate of 0.01% during the trading session, with a transaction volume of 5176.00 yuan [1]. - The average daily trading volume over the past year was 256,000 yuan [1]. Risk and Return Metrics - The ETF's Sharpe ratio for the past month was 2.25, indicating strong risk-adjusted returns [2]. - Year-to-date, the ETF has experienced a relative drawdown of 0.43% compared to its benchmark, with a recovery period of 108 days [2]. Tracking Accuracy - The tracking error of the ETF year-to-date is 0.053%, demonstrating its close alignment with the underlying index [3]. - The index reflects the performance of companies benefiting from the development of the Guangdong-Hong Kong-Macao Greater Bay Area, including a selection of up to 50 Hong Kong stocks and 300 companies from the mainland [3]. Top Holdings - As of July 31, 2025, the top ten weighted stocks in the index accounted for 50.37%, with major companies including China Ping An, BYD, and China Merchants Bank [4][6]. - The weightings of the top stocks are as follows: BYD (8.59%), China Ping An (8.55%), and China Merchants Bank (8.14%) [6].

Group 1 - The recent price correction in the new energy vehicle (NEV) sector indicates that the "anti-involution" trading is not over but is instead gathering momentum, with a significant market pullback observed on July 31 [1] - The speech from the non-party personnel meeting on July 30 emphasized the importance of addressing "involution" as a key focus for the second half of the year, suggesting that policy momentum will remain stable and that related investment opportunities will be more medium to long-term rather than short-term speculation [1] - The NEV industry is experiencing a slowdown in new supply, but the core of the cyclical upturn will be driven more by demand and new technologies, with China leading in global competitiveness for NEVs and batteries [1] Group 2 - The demand side shows that companies like CATL have a significant overseas revenue growth of 21.1% in the first half of the year, which is much higher than the overall revenue growth of 7.3%, indicating a strong international market presence [1] - New technologies such as smart driving are penetrating lower-priced models, with BYD committing to safety in smart parking and new models expected to launch in the second half of the year [1] - Solid-state batteries are also seeing rapid development, with the Ministry of Industry and Information Technology planning a mid-term review of automotive-grade battery performance by the end of 2025, and key milestones for pilot production expected between the second half of 2025 and the first half of 2026 [1] Group 3 - The new energy vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, which includes 50 listed companies involved in various aspects of the NEV industry, reflecting the overall performance of leading NEV companies [2] - As of August 1, the NEV ETF opened with an increase, and the top ten weighted stocks in the CSI New Energy Vehicle Industry Index account for 55.33% of the index, with major companies including CATL, BYD, and others [3]