H U B E I T O D A Y L A W F I R M 湖北今天律师事务所 关于湖北菲利华石英玻璃股份有限公司 2025 年限制性股票激励计划的 法律意见书 二〇二五年七月 湖北省武汉市武昌区兴国南路 32 号今天律师楼 邮政编码：430000 网址：http://www.jintianls.com/ 湖北今天律师事务所 关于湖北菲利华石英玻璃股份有限公司 2025 年限制性股票激励计划的 法律意见书 （2025）鄂今证代字第 0024 号 致 湖北菲利华石英玻璃股份有限公司： 湖北今天律师事务所接受湖北菲利华石英玻璃股份有限公司的委托，依据 《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股权激励管理 办法》《深圳证券交易所创业板上市公司自律监管指南第 1 号—业务办理》等法 律、法规和规范性文件的有关规定，按照律师行业公认的业务标准、道德规范和 勤勉尽责的精神，就湖北菲利华石英玻璃股份有限公司 2025 年限制性股票激励 计划相关事宜，出具本法律意见书。 一、声 明 为出具本法律意见书之目的，本所律师特作如下声明： 1、本所及经办律师依据《中华人民共和国证券法》《律师事务所从事证券 ...

长江证券承销保荐有限公司 关于湖北菲利华石英玻璃股份有限公司 放弃子公司增资优先认缴出资权暨关联交易的核查意见 长江证券承销保荐有限公司（以下简称"长江保荐"或"保荐机构"）为湖 北菲利华石英玻璃股份有限公司（以下简称"菲利华"或"公司"）以简易程序 向特定对象发行股票的保荐机构，根据《证券发行上市保荐业务管理办法》《深 圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》以及《深圳证券交易所上市公司自律监管指 引第 13 号——保荐业务》等相关规定的要求，对菲利华放弃子公司增资优先认 缴出资权暨关联交易事项进行了审慎核查，核查情况如下： 一、关联交易概述 菲利华的控股子公司上海菲利华石创科技有限公司（以下简称"子公司"或 "上海石创"）因经营发展需要，拟进行增资扩股，注册资本拟由人民币 3,324.7098 万元增加到 3,841.7174 万元，募集资金人民币 33,900 万元。其中增加 的注册资本人民币 517.0076 万元，超出注册资本的部分计入资本公积。公司放 弃本次增资优先认缴出资权，本次增资完成后，公司持股比例由 59.0767%降低 至 ...

湖北菲利华石英玻璃股份有限公司 2025 年限制性股票激励计划实施考核管理办法 湖北菲利华石英玻璃股份有限公司（以下简称"公司"）为了进一步建立、 健全公司长效激励机制，吸引和留住优秀人才，充分调动公司优秀人才的积极性， 有效地将股东利益、公司利益和核心团队个人利益结合在一起，使各方共同关注 公司的长远发展，在充分保障股东利益的前提下，根据《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券 法》"）、《上市公司股权激励管理办法》（以下简称"《管理办法》"）等有 关法律、法规和规范性文件以及《湖北菲利华石英玻璃股份有限公司章程》（以 下简称"《公司章程》"）的规定，制定了 2025 年限制性股票激励计划。 为保证 2025 年限制性股票激励计划的顺利实施，现根据《公司法》《证券 法》《管理办法》等有关法律法规和规范性文件以及《公司章程》《公司 2025 年限制性股票激励计划（草案）》的规定，并结合公司的实际情况，特制定本办 法。 一、考核目的 进一步完善公司法人治理结构，完善公司员工绩效评价体系和激励机制，通 过对公司（含分、子公司，下同）任职的核心技术人员、核心销 ...

两融余额持续回升，最新市场两融余额19419.92亿元，连续4个交易日增加，期间杠杆资金大幅加仓哪 些股票？ 证券时报·数据宝统计显示，截至7月24日，沪深北两融余额为19419.92亿元，较上一交易日增加61.75亿 元，其中融资余额19283.69亿元，较上一日增加60.97亿元。分市场来看，沪市两融余额为9825.36亿 元，较上一日增加23.86亿元，深市两融余额9531.99亿元，较上一日增加37.17亿元。北交所两融余额 62.57亿元，较上一日增加7207.20万元。值得注意的是，这已经是两融余额连续4个交易日持续增加，其 间两融余额合计增加396.55亿元。 分行业看，两融余额连续增加的态势下，申万所属的31个行业中，融资余额增加的共有27个行业，机械 设备行业融资余额增加最多，其间融资余额增加43.41亿元，融资余额增加居前的行业还有有色金属、 医药生物等；融资余额减少的行业有石油石化、农林牧渔等。以幅度进行统计，建筑装饰行业融资余额 增幅最高，达9.48%，其次是建筑材料、有色金属，增幅分别为5.88%、5.09%。 融资余额行业变动 个股方面，两融余额连升期间，57.34%的标的股融资余 ...

Group 1: Market Overview - Google's earnings report indicates strong demand for AI, contributing to a rise in tech stocks, while initial jobless claims in the U.S. have decreased for six consecutive weeks, leading to new highs for the Nasdaq and S&P 500 indices [1] - The S&P 500 closed up 0.07%, while the Dow Jones fell by 0.70%, and the Nasdaq rose by 0.18% [1] Group 2: Company Performance - Google opened high but closed up by 1%, while Tesla's stock dropped over 8% due to a pessimistic outlook [2] - Nvidia reached a new closing high, whereas Intel's stock fell approximately 3% after its earnings report [2] Group 3: Economic Indicators - U.S. jobless claims data has reduced expectations for Federal Reserve interest rate cuts, with the 2-year yield rising by 5 basis points [4] - The dollar increased by 0.3%, while gold prices fell by 0.55% [4] Group 4: Domestic Events - China's State Council will focus on optimizing state-owned asset investments and resisting "involution" competition [8] - The People's Bank of China and the Ministry of Agriculture and Rural Affairs issued guidelines to enhance financial services for rural reforms [7] Group 5: Industry Insights - The upcoming 2025 World Artificial Intelligence Conference will gather over 800 companies, with significant product launches expected, including over 50 AI terminals and 40 large models [18] - The Chinese IP toy market is projected to grow from 75.6 billion yuan in 2024 to 167.5 billion yuan by 2029, with a compound annual growth rate of 17% [19] Group 6: New Stock Offerings - HanSang Technology is set to launch an IPO on the ChiNext board at a price of 28.91 yuan per share, focusing on the high-end audio sector [22] Group 7: Corporate Announcements - Angel Yeast plans to acquire a 55% stake in Shengtong Sugar Industry for 506 million yuan, aiming to enhance its sugar segment and downstream business [23] - High Energy Environment intends to repurchase shares worth 100 million to 150 million yuan, reporting a net profit of 502 million yuan for the first half of the year, a year-on-year increase of 20.85% [23]

证券时报·数据宝统计显示，截至7月23日，沪深北两融余额为19358.17亿元，较上一交易日增加25.44亿元，其中融资余额19222.72亿元，较上一日 增加26.59亿元。分市场来看，沪市两融余额为9801.50亿元，较上一日增加10.41亿元，深市两融余额9494.82亿元，较上一日增加14.92亿元。北交 所两融余额61.85亿元，较上一日增加1102.32万元。值得注意的是，这已经是两融余额连续3个交易日持续增加，其间两融余额合计增加334.81亿 元。 分行业看，两融余额连续增加的态势下，申万所属的31个行业中，融资余额增加的共有23个行业，机械设备行业融资余额增加最多，其间融资余 额增加37.75亿元，融资余额增加居前的行业还有医药生物、电力设备等；融资余额减少的行业有石油石化、交通运输等。以幅度进行统计，建筑 装饰行业融资余额增幅最高，达6.34%，其次是建筑材料、钢铁，增幅分别为6.25%、3.93%。 融资余额行业变动 （原标题：两融余额三连升 杠杆资金大比例加仓41股） 两融余额持续回升，最新市场两融余额19358.17亿元，连续3个交易日增加，期间杠杆资金大幅加仓哪些股票？ | 行业 ...

Group 1 - The defense and military industry sector is experiencing localized activity, with significant gains in concepts such as large aircraft and military information technology [1] - The defense military ETF (512810) reached an 8-month high, with real-time transactions exceeding 47 million yuan [1] - Key stocks within the defense military ETF, including Changcheng Military Industry, have hit historical highs [1] Group 2 - Analysts indicate that the defense and military sector is currently in a layout window, with expectations for improved Q2 financial reports [3] - Q1 order volume has increased, leading to potential performance improvements for mid-to-upstream companies in Q2, with a turnaround in military component orders observed in June [3] - Anticipation of a busy Q3 with catalysts as the September 3 military parade approaches, likely increasing attention and trading activity in the sector [3] Group 3 - The defense military ETF (512810) covers a range of themes including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, and military AI [4] - The ETF has undergone a share split in June, reducing the investment threshold by half, making it more accessible for investors [4] - The ETF is a financing and margin trading target, as well as an interconnectivity target [4]

Core Viewpoint - As of July 21, the total market financing balance reached 1.90 trillion yuan, reflecting an increase of 15.398 billion yuan from the previous trading day, indicating a growing interest in margin trading [1]. Financing Balances - The financing balance for the Shanghai Stock Exchange was 959.609 billion yuan, up by 7.417 billion yuan; for the Shenzhen Stock Exchange, it was 938.876 billion yuan, increasing by 7.824 billion yuan; and for the Beijing Stock Exchange, it was 6.081 billion yuan, rising by 158 million yuan [1]. Individual Stock Performance - On July 21, a total of 2,131 stocks received net financing purchases, with 646 stocks having net purchases exceeding 10 million yuan. Notably, 33 stocks had net purchases over 100 million yuan [1]. - C Huaxin led with a net purchase of 504.835 million yuan, followed by Zhongji Xuchuang and Feilihua with net purchases of 453.477 million yuan and 387.185 million yuan, respectively [2]. Industry Analysis - The industries with the highest concentration of stocks receiving net purchases over 100 million yuan included non-bank financials, electronics, and power equipment, with 5, 5, and 3 stocks respectively [1]. - In terms of board distribution, 25 stocks were from the main board, 6 from the ChiNext board, and 2 from the Sci-Tech Innovation board [1]. Financing Balance to Market Value Ratio - The average ratio of financing balance to circulating market value for stocks with significant net purchases was 2.75%. The stock with the highest ratio was Dongfang Caifu, with a financing balance of 23.316 billion yuan, accounting for 7.47% of its market value [2]. - Other notable stocks with high financing balance ratios included C Huaxin (6.22%), Shenghe Resources (5.74%), and Zhongxing Communications (5.18%) [2].

Core Viewpoint - The financing balance of the ChiNext board has reached 375.99 billion yuan, marking an increase for 11 consecutive trading days, with a total increase of 16.387 billion yuan during this period [1]. Financing Balance Overview - As of July 21, 2025, the total margin balance of the ChiNext board is 376.75 billion yuan, an increase of 3.238 billion yuan from the previous trading day [2]. - The financing balance specifically is 375.99 billion yuan, which is an increase of 3.227 billion yuan from the previous day [2]. Individual Stock Performance - During the period of increasing financing balance, 570 stocks saw an increase, with 135 stocks having an increase of over 20% [2]. - The stock with the highest increase in financing balance is Feiliwa, with a latest balance of 75.375 million yuan, reflecting an increase of 715.23% [3]. - Other notable increases include Fosa Technology and Mingyang Electric, with increases of 253.35% and 124.63%, respectively [3]. Decrease in Financing Balance - Conversely, 371 stocks experienced a decrease in financing balance, with 21 stocks declining over 20% [2]. - The largest decrease was seen in Shengyuan Environmental Protection, with a balance of 23.179 million yuan, down 34.27% [3]. - Other significant declines include Zhongying Electronics and Shen Shui Gui Yuan, with decreases of 34.00% and 30.92%, respectively [3]. Sector Analysis - Stocks with financing balance increases over 20% are primarily concentrated in the machinery, computer, and pharmaceutical industries, with 19, 18, and 18 stocks respectively [4]. Market Performance - Stocks with financing balance increases over 20% averaged a rise of 12.96%, outperforming the ChiNext index [5]. - Top performers include Fosa Technology, Dongtian Micro, and Degute, with increases of 54.62%, 50.06%, and 41.85% respectively [5]. - Conversely, stocks with the largest declines include Hopu Co., Guibao Pet, and Honggong Technology, with decreases of 14.18%, 12.53%, and 5.99% respectively [5]. Notable Increases in Financing Balance - The stock with the highest increase in financing balance is Xinyi Sheng, with a latest balance of 5.696 billion yuan, increasing by 1.451 billion yuan [5]. - Other significant increases include Zhongji Xuchuang and Feiliwa, with increases of 1.450 billion yuan and 661 million yuan respectively [5].

证券代码：300395 证券简称：菲利华 公告编号：2025-33 湖北菲利华石英玻璃股份有限公司 关于控股子公司为其全资子公司提供担保的公告 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。 一、担保概述 湖北菲利华石英玻璃股份有限公司（以下简称"公司"）之控股子公司上海菲利华石 创科技有限公司（以下简称"上海石创"）的全资子公司湖北石创半导体科技有限公司（以 下简称"湖北石创"）和全资子公司合肥光微光电科技有限公司（以下简称"合肥光微"） 拟分别向中信银行股份有限公司荆州分行（以下简称"中信银行荆州分行"）、中信银行 股份有限公司上海分行（以下简称"中信银行上海分行"）申请总额不超过人民币5,000 万元和1,000万元的授信额度，上海石创同意为湖北石创与中信银行荆州分行之间、合肥光 微与中信银行上海分行之间发生的一系列债权债务关系提供本金金额不超过人民币5,000 万元和1,000万元的担保，具体担保范围包括债务本金、利息、罚息、复利、违约金、损害 赔偿金、迟延履行期间的债务利息、迟延履行金以及为实现债权、担保权利等所发生的一 切费用（包括但不限于诉讼费、 ...