Group 1 - The core viewpoint of the news is that Xingyuan Material has seen a significant increase in stock price, rising by 5.24% to reach 14.05 CNY per share, with a trading volume of 620 million CNY and a turnover rate of 3.77%, resulting in a total market capitalization of 18.854 billion CNY [1] - Xingyuan Material, established on September 17, 2003, and listed on December 1, 2016, is primarily engaged in the research, production, and sales of lithium-ion battery separators, with 99.08% of its revenue coming from this segment [1] - The company is located in Shenzhen, Guangdong Province, and its main office is situated in the Daxin Financial Center, Hong Kong [1] Group 2 - According to data from the top ten holdings of funds, one fund under E Fund has a significant position in Xingyuan Material, with the E Fund ChiNext Mid-cap 200 ETF (159572) holding 649,200 shares, accounting for 1.04% of the fund's net value, ranking as the tenth largest holding [2] - The E Fund ChiNext Mid-cap 200 ETF has a current scale of 792 million CNY and has achieved a year-to-date return of 26.05%, ranking 2049 out of 4218 in its category [2] - The fund has also recorded a one-year return of 33.62%, ranking 1681 out of 3864, and a since inception return of 41.76% [2] Group 3 - The fund manager of the E Fund ChiNext Mid-cap 200 ETF is Li Shujian, who has been in the position for 2 years and 39 days, managing a total asset size of 4.497 billion CNY [3] - During his tenure, the best fund return achieved was 96.93%, while the worst return was -3.08% [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300568 证券简称：星源材质 公告编号：2025-096 深圳市星源材质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归属期归属结果 暨股份上市公告 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： 3、本次归属股票的上市流通日：2025年10月17日（星期五） 深圳市星源材质科技股份有限公司（以下简称"公司"）于2025年10月10日召开第六届董事会第十九次会 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归属期归属条件成就的议案》。 根据公司《2024年限制性股票激励计划（草案）》（以下简称"激励计划"、"本激励计划"）的有关规定 及公司2024年第一次临时股东大会的授权，公司已为符合条件的47名激励对象办理完成6,232,500股第二 类限制性股票归属事宜。现将相关事项公告如下： 一、本激励计划实施情况概要及已履行的相关审批程序 （一）本激励计划简述 公司激励计划已经2024年9月27日召开的2024年第一次临时股东大会审议通过，主要内容如下 ...

证券代码：300568 证券简称：星源材质 公告编号：2025-096 深圳市星源材质科技股份有限公司 关于 2024 年限制性股票激励计划首次授予部分第一个归属期 归属结果暨股份上市公告 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：47 人 2、本次归属股票数量：6,232,500 股，占目前公司总股本的 0.46% 3、本次归属股票的上市流通日：2025 年 10 月 17 日（星期五） 深圳市星源材质科技股份有限公司（以下简称"公司"）于 2025 年 10 月 10 日召开第六届董事会第十九次会议，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归属期归属条件成就的议案》。根据公司《2024 年 限制性股票激励计划（草案）》（以下简称"激励计划"、"本激励计划"）的 有关规定及公司 2024 年第一次临时股东大会的授权，公司已为符合条件的 47 名激励对象办理完成 6,232,500 股第二类限制性股票归属事宜。现将相关事项公 告如下： 一、本激励计划实施情况概要及已履行的相关审批程序 （一）本 ...

Investment Rating - The report maintains an "Overweight" rating for the lithium battery industry, expecting the industry index to outperform the market index by over 10% in the next six months [5]. Core Insights - In September 2025, the production and sales of new energy vehicles (NEVs) reached historical highs, with production and sales of 1.617 million and 1.604 million units respectively, representing year-on-year growth of 23.7% and 24.6%, and month-on-month growth of 16.25% and 14.98% [4]. - The penetration rate of NEVs in September was 49.7%, up 0.9 percentage points month-on-month, while the year-to-date penetration rate was 46.1% [4]. - Battery sales also saw significant growth, with total battery production reaching 151.2 GWh in September, a month-on-month increase of 8.3% and a year-on-year increase of 35.4% [4]. - The report highlights strong demand for energy storage in both domestic and international markets, with leading battery companies operating at full capacity [4]. Summary by Sections New Energy Vehicle Market - In September 2025, NEV sales reached 1.604 million units, with pure electric vehicle sales at 1.058 million units, showing a year-on-year increase of 36.4% [4]. - Year-to-date NEV sales totaled 11.224 million units, with pure electric vehicles accounting for 7.22 million units, reflecting a year-on-year growth of 44.7% [4]. Battery Production and Sales - In September, the total battery sales were 146.5 GWh, with power batteries accounting for 110.5 GWh, representing 75.5% of total sales [4]. - The report notes that the export of batteries in September was 26.7 GWh, with power batteries making up 17.6 GWh of that total [4]. Investment Recommendations - The report suggests focusing on leading companies in the lithium battery supply chain, particularly those with technological and production advantages in solid-state electrolytes and new materials [4]. - Key companies to watch include CATL, EVE Energy, and others that are actively developing solid-state battery technologies [4].

Core Viewpoint - Recently, Xingyuan Material received feedback from the CSRC regarding its overseas listing application, requiring the company to provide additional explanations and legal opinions from its lawyers [1] Company Overview - Xingyuan Material Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on September 17, 2003, with its A-share listing date on December 2016 [1] - The company operates in the electric equipment industry, specifically in battery and battery chemicals, and is involved in sectors such as aluminum-plastic film, solid-state batteries, lithium batteries, electronic skin, and new energy [1] Financial Performance - As of June 30, 2025, Xingyuan Material reported a revenue of 1.898 billion yuan, representing a year-on-year growth of 14.78% [1] - The company has distributed a total of 791 million yuan in dividends since its A-share listing, with 490 million yuan distributed over the past three years [1] - The number of shareholders increased to 115,200, up by 26.79%, while the average circulating shares per person decreased by 21.13% to 10,532 shares [1] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 15.1284 million shares, a decrease of 1.1284 million shares from the previous period [2] Product Development and Partnerships - The company has made comprehensive layouts in the solid-state battery field, with its subsidiary Shenzhen Xinyuanbang Technology Co., Ltd. achieving mass production of oxide electrolytes, while sulfide and polymer electrolytes are in small batch supply [2] - The lithium battery separator technology is applicable to sodium-ion batteries, and the company maintains good cooperative relationships with sodium-ion battery enterprises [2] - The separator products have passed tests and audits by CATL and have begun small batch shipments of customized separator products with special performance [2] - The company focuses on the research and manufacturing of lithium-ion battery separators, possessing independent R&D capabilities in dry, wet, and coating methods, along with strong technical reserves [2] - Major clients include leading lithium-ion battery manufacturers such as LG Chem, CATL, Samsung SDI, BYD, and Guoxuan High-Tech [2]

Core Viewpoint - The company held its 19th meeting of the 6th Board of Directors on October 10, 2025, where several key resolutions regarding the 2024 Restricted Stock Incentive Plan were passed, including adjustments to the grant price and the status of stock allocations for eligible participants [2][3][35]. Group 1: Board Meeting Details - The meeting was conducted via telecommunication, with all 7 directors present, and complied with relevant laws and regulations [2]. - The meeting was a temporary session, and notifications were sent to all directors and senior management prior to the meeting [2]. Group 2: Resolutions Passed - The board approved the adjustment of the initial grant price for the 2024 Restricted Stock Incentive Plan from 3.75 yuan to 3.70 yuan per share due to a cash dividend distribution [3][16]. - The board confirmed that the conditions for the first vesting period of the incentive plan had been met, allowing for the allocation of 6,232,500 shares to 47 eligible participants [6][25]. - The board agreed to void 165,000 shares of restricted stock that were granted but not vested due to the departure of 3 participants [9][45]. Group 3: Impact of Adjustments - The adjustment of the grant price is in accordance with the relevant regulations and will not materially affect the company's financial status or operational results [17][36]. - The company will continue to uphold its responsibilities to create value for shareholders despite the adjustments made to the incentive plan [49]. Group 4: Legal and Compliance - The adjustments and actions taken by the board have received the necessary approvals and are in compliance with the relevant laws and regulations [19][51]. - Legal opinions confirm that the adjustments to the incentive plan and the voiding of unvested shares are valid and do not harm the interests of the company or its shareholders [42][51].

Group 1 - The core point of the article is that Xingyuan Material (SZ 300568) announced a temporary board meeting on October 10, 2025, to discuss adjustments to the 2024 restricted stock incentive plan [1] - For the first half of 2025, the company's revenue composition shows that lithium-ion battery separators accounted for 99.08%, while other businesses contributed 0.92% [1] - As of the report, Xingyuan Material has a market capitalization of 19 billion yuan [1]

北京市中伦（深圳）律师事务所 关于深圳市星源材质科技股份有限公司 2024 年限制性股票激励计划调整首次授予价格、作废 部分已授予但尚未归属限制性股票及首次授予部分 第一个归属期归属条件成就事项的 法律意见书 $$\Xi\,{\cal O}\,{\underline{{{-\,}}}}\,\,\rlap{{\cal H}}\,\rlap{{\cal H}}\,\rlap{{\cal H}}\,\rlap{{\cal H}}+{\cal H}$$ 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 法律意见 ...

证券代码：300568 证券简称：星源材质 公告编号：2025-092 深圳市星源材质科技股份有限公司 第六届董事会第十九次会议决议公告 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、董事会会议召开情况 深圳市星源材质科技股份有限公司（以下简称"公司"）第六届董事会第十九 次会议于 2025 年 10 月 10 日在公司会议室以通讯表决方式召开，本次会议应出 席董事 7 人，实际出席董事 7 人。会议由董事长陈秀峰先生主持，公司董事和高 级管理人员出席了会议。本次会议是临时董事会会议，会议通知已于 2025 年 10 月 9 日以电子邮件、短信及电话通知的方式向全体董事及高级管理人员送达。本 次董事会会议的召开符合《公司法》和《公司章程》的有关规定。 二、董事会会议审议情况 经与会董事审议表决，本次会议通过了以下议案： （一）审议通过了《关于调整 2024 年限制性股票激励计划首次授予价格的 议案》 根据《上市公司股权激励管理办法》、公司《2024 年限制性股票激励计划 （草案）》的有关规定及公司 2024 年第一次临时股东大会的授权，公司 2024 年 ...

证券代码：300568 证券简称：星源材质 公告编号：2025-095 深圳市星源材质科技股份有限公司 关于作废 2024 年限制性股票激励计划部分已授予但尚未归属限 制性股票的公告 | 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。 | 深圳市星源材质科技股份有限公司（以下简称"公司"）于2025年10月10 日召开第六届董事会第十九次会议，审议通过了《关于作废2024年限制性股票激 励计划部分已授予但尚未归属限制性股票的议案》，根据《上市公司股权激励管 理办法》（以下简称"《管理办法》"）、公司《2024年限制性股票激励计划（草 案）》（以下简称"激励计划"、"本激励计划"）的有关规定及公司2024年第 一次临时股东大会的授权，因激励计划首次授予的3名激励对象已离职，董事会 同意作废该部分已授予但尚未归属的16.5万股限制性股票，现将有关事项公告如 下： 一、本激励计划已履行的相关审批程序 2024年9月10日，公司召开第六届董事会第五次会议及第六届监事会第四次 会议，审议通过了《关于公司<2024年限制性股票激励计划（草案）>及其 ...