Group 1 - The stock price of Platinum Technology Materials reached 59.35 yuan as of July 29, 2025, with an increase of 0.08 yuan, representing a 0.13% rise [1] - The company specializes in the research, production, and sales of soft magnetic materials, which are widely used in electronics, power, and new energy sectors [1] - The company completed a 300 million yuan private placement through a simplified procedure, which will fund the research and production of new high-end integrated inductive products [1] Group 2 - The time taken from the disclosure of the private placement plan to receiving approval from the China Securities Regulatory Commission was only 150 days [1] - The total planned investment for the project is 450 million yuan, with a construction period of 30 months [1] - On July 29, the net outflow of main funds was 15.63 million yuan, accounting for 0.11% of the circulating market value [1]

Investment Rating - The industry investment rating is maintained at "Overweight" [6][11]. Core Insights - The report highlights a seasonal increase in inventory and slight fluctuations in the prices of base metals, with a focus on the ongoing macroeconomic environment and its impact on supply and demand dynamics [6][11]. - The report suggests that the long-term supply-demand structure is being reshaped, indicating limited downside potential for base metal prices and encouraging investors to seek new entry points, particularly for rigid supply varieties like aluminum and copper [6][11]. Summary by Sections Market Overview - The report notes that the domestic industrial metal prices have shown slight fluctuations, with the non-ferrous metal index outperforming the market. The weekly price changes for LME copper, aluminum, lead, and zinc were 0.0%, -0.3%, 0.4%, and 0.2%, respectively, while SHFE prices were 1.1%, 1.2%, 0.8%, and 2.6% [6][20][21]. Macroeconomic Factors - The report tracks three macroeconomic factors: 1. China's June export value increased by 6% year-on-year, with total exports amounting to $325.2 billion [6][27]. 2. U.S. inflation showed an uptick, with the June CPI rising by 2.7% year-on-year [6][33]. 3. The European economic sentiment index continued to rise, with the Eurozone manufacturing PMI at 49.5 [6][36]. Base Metals Analysis - For electrolytic aluminum, the macro environment remains strong, but market sentiment has cooled, leading to a price retreat. The operating capacity of the electrolytic aluminum industry increased by 10,000 tons, reaching 43.975 million tons, with production at 843,400 tons, a slight increase of 0.02% [6][40][41]. - The report indicates that the aluminum processing sector's operating rate decreased by 0.1%, averaging 58.7% as of July 24, 2025 [6][43]. - In terms of inventory, domestic aluminum ingot inventory rose by 36,000 tons to 577,000 tons, while global inventory increased by 42,300 tons to 1.2921 million tons [6][43][44]. Profitability Metrics - The report states that the immediate profit per ton for the aluminum industry remains above 3,500 yuan, with the current spot aluminum price at 20,800 yuan per ton, reflecting a 0.19% increase [6][43].

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]

Group 1 - Airo Energy (688717.SH) plans to reduce its shareholding by up to 0.78% of the total share capital within three months after 15 trading days due to personal funding needs [1] - Aopu Optoelectronics (002338.SZ) intends to reduce its shareholding by up to 240,000 shares, representing 1% of the total share capital, within 90 days after 15 trading days [1] - Placo New Materials (300811.SZ) completed a reduction of 1.01% of its shares, while shareholder Mei Jianjun reduced 8,134 shares, accounting for 0.0476% of the total share capital [1] Group 2 - Boqian New Materials (605376.SH) plans to reduce its shareholding by up to 261,600 shares, which is 1% of the total share capital, through block trading within three months after 15 trading days [1] - Boying Special Welding (301468.SZ) completed a reduction of 3.99% of its shares, totaling 394,480 shares [1] - Surveying and Mapping Co., Ltd. (300826.SZ) plans to reduce its shareholding by up to 50,000 shares, accounting for 0.03% of the total share capital, within three months after 15 trading days [1] Group 3 - Deyi Cultural Creation (300640.SZ) plans to reduce its shareholding by up to 300,000 shares, which is 0.0965% of the total share capital, within three months after 15 trading days [3] - Dingsheng New Materials (603876.SH) intends to reduce its shareholding by up to 3% of the total share capital through various trading methods within three months after 15 trading days [3] - Pan-Asia Micro透 (688386.SH) terminated its reduction plan early, having reduced 2.38% of its shares, bringing its holding to 4.95% [3] Group 4 - Guangpu Co., Ltd. (300632.SZ) plans to reduce its shareholding by up to 8,474,900 shares, which is 3% of the total share capital, within three months after 15 trading days [3] - Guorui Technology (300600.SZ) has reduced its shareholding by 7,297,300 shares, accounting for 2.48% of the total share capital, bringing its holding to 19.97% [3] - Hengtong Co., Ltd. (603223.SH) plans to reduce its shareholding by up to 21,425,600 shares, which is 3% of the total share capital, within three months after 15 trading days [4] Group 5 - Hongbao Li (002165.SZ) plans to reduce its shareholding by up to 14,705,400 shares, representing 2% of the total share capital, within three months after 15 trading days [4] - Hongquan IoT (688288.SH) reduced its shareholding by 869,977 shares, accounting for 0.86% of the total share capital, bringing its holding to 12.80% [4] - Huace Film and Television (300133.SZ) reduced its shareholding by 2.6 million shares, which is 0.14% of the total share capital, bringing its holding to 18.19% [4] Group 6 - Huada Jiutian (301269.SZ) plans to reduce its shareholding by up to 8,144,100 shares, which is 1.5% of the total share capital, within three months after 15 trading days [5] - Huqi Environmental Protection (300929.SZ) plans to reduce its shareholding by up to 1,312,500 shares and 8,800 shares by its concerted actors [5] - Huazheng New Materials (603186.SZ) plans to reduce its shareholding by up to 114,600 shares and 10,300 shares by its management [5] Group 7 - Jinan Technology (300412.SZ) plans to reduce its shareholding by up to 14,932,700 shares and 1,683,000 shares by its board member [5] - Jinma Amusement (300756.SZ) plans to reduce its shareholding by up to 4,712,000 shares, 2,017,000 shares, 508,200 shares, and 372,800 shares by its shareholders [6] - Longxin Zhongke (688047.SH) completed its reduction plan, with shareholders reducing a total of 588,000 shares [6] Group 8 - Limin Co., Ltd. (002734.SZ) completed its reduction plan, with a total reduction of 1.5 million shares, accounting for 0.3434% of the total share capital [7] - Longhua New Materials (301149.SZ) completed its reduction plan, with a total reduction of 986,600 shares, accounting for 0.2294% of the total share capital [7] - Lvtong Technology (301322.SZ) plans to reduce its shareholding by up to 4,829,300 shares, which is 3.39% of the total share capital, within three months after 15 trading days [7] Group 9 - Meidixi (688202.SH) plans to reduce its shareholding by up to 2 million shares, which is 1.49% of the total share capital, within three months after 15 trading days [8] - Nanjing Julong (300644.SZ) completed its reduction plan, with shareholders reducing a total of 62,300 shares [8] - Run Du Co., Ltd. (002923.SZ) plans to reduce its shareholding by up to 10,046,800 shares, which is 3% of the total share capital, within three months after 15 trading days [8]

关于股东减持计划实施完毕暨与一致行动人合计持股比例减少 触及 1%整数倍的公告 证券代码：300811 证券简称：铂科新材 公告编号：2025-058 深圳市铂科新材料股份有限公司 公司股东深圳市铂科天成投资管理企业（有限合伙）保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市铂科新材料股份有限公司（以下简称"公司"）于 2025 年 6 月 16 日 披露了《关于股东减持公司股份的预披露公告》（公告编号 2025-051），公司股 东深圳市铂科天成投资管理企业（有限合伙）（以下简称"铂科天成"）持有公 司股份 2,917,373 股，占公司当前总股本的 1.01%，计划在该公告披露之日起 15 个交易日后的 3 个月内以集中竞价方式或大宗交易方式减持本公司股份不超过 2,917,373 股，即不超过公司总股本比例 1.01%。 公司于近日收到股东铂科天成出具的《关于股份减持计划实施完毕的告知 函》，其减持计划已实施完毕。现将相关情况公告如下： 注：①本次减持股份来源系公司首次公开发行前已发行的股份及资 ...

Core Viewpoint - The company has announced that the second exercise period of its stock option incentive plan has been achieved, allowing for self-exercise of stock options by eligible participants [1][24]. Summary by Sections Incentive Plan Overview - The stock option incentive plan involves 208 eligible participants with a total of 999,356 stock options available for exercise at a price of 35.50 yuan per option [1][2]. - The self-exercise period is set from July 10, 2025, onwards [1]. Conditions for Granting Stock Options - Eligible participants must meet specific conditions, including no negative audit opinions on financial reports for the last fiscal year and no disqualifying actions by regulatory bodies in the past 12 months [2][3][4]. - The company must not have experienced any significant financial irregularities or violations of laws that would disqualify the incentive plan [3][4]. Performance Assessment Criteria - The performance assessment includes both company-level financial targets and individual performance evaluations [5][19]. - The financial performance targets for the first exercise period required a minimum revenue of 1.4 billion yuan or a net profit of 240 million yuan for 2023 [5]. Approval and Compliance - The self-exercise conditions have been approved by the Shenzhen Stock Exchange, and the company has completed the necessary registration with the China Securities Depository and Clearing Corporation [2][24]. - The board of directors has confirmed that all conditions for the second exercise period have been met, allowing for the exercise of stock options [24]. Adjustments and Future Disclosures - The company will adjust the stock option exercise price and quantity based on its profit distribution plans and other corporate actions [12][15]. - Future disclosures will include updates on changes to incentive plan participants, stock option parameters, and the status of self-exercise activities [24].

证券代码：300811 证券简称：铂科新材 公告编号：2025-057 深圳市铂科新材料股份有限公司 关于 2023 年限制性股票与股票期权激励计划之股票期权第二个 行权期采用自主行权模式的提示性公告 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： 1、2023 年限制性股票与股票期权激励计划之股票期权代码：036535；期 权简称：铂科 JLC1。 2、2023 年限制性股票与股票期权激励计划之股票期权第二个行权期符合 行权条件的激励对象人数 208 人，可行权的股票期权数量为 999,356 份，行权 价格为 35.50 元/份。 3、本次行权采用自主行权模式。 4、2023 年限制性股票与股票期权激励计划之股票期权共分为三个行权期， 根据自主行权业务办理的实际情况，实际可行权期限为 2025 年 7 月 10 日起至 2026 年 4 月 16 日止。 5、第二个行权期可行权的股票期权若全部行权，公司股份仍具备上市条 件。 深圳市铂科新材料股份有限公司（以下简称"公司"）于 2025 年 5 月 23 日 召开了第四届董事会第九次会议和第四届 ...

证券代码：300811 证券简称：铂科新材 公告编号：2025-054 深圳市铂科新材料股份有限公司 第四届董事会第十次会议决议公告 表决结果：7 票同意，0 票反对，0 票弃权。 会议由董事长杜江华主持，监事、高管列席。会议召开符合有关法律、法规、 规章和《公司章程》的规定。经各位董事认真审议，会议形成了如下决议： 二、董事会会议审议情况 （一）审议通过《关于调整股票期权行权价格和限制性股票授予价格的议 案》 鉴于公司实施 2024 年年度权益分派方案，根据《上市公司股权激励管理办 法》和公司 2023 年限制性股票与股票期权激励计划的相关规定，公司应对股票 期权行权价格和限制性股票授予价格进行调整。公司本次调整事项履行了必要 的审批程序，符合股东大会对董事会的授权，不存在损害公司及股东利益的情 形。因此，董事会同意公司本次对股票期权行权价格和限制性股票授予价格的 调整。 三、备查文件 1、 第四届董事会第十次会议决议。 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。 特此公告。 一、董事会会议召开情况 深圳市铂科新材料股份有限公司（以下简称"公司"）第四届 ...

证券代码：300811 证券简称：铂科新材 公告编号：2025-053 深圳市铂科新材料股份有限公司 关于调整股票期权行权价格和限制性股票 授予价格的公告 | 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。 | 5、2023 年 4 月 17 日，公司分别召开第三届董事会第十六次会议和第三届 监事会第十五次会议，审议通过了《关于向 2023 年限制性股票与股票期权激励 计划激励对象授予限制性股票与股票期权的议案》。公司独立董事对本次授予事 项发表了独立意见。监事会对授予日的激励对象名单进行核实并发表核查意见， 同意公司本激励计划授予的激励对象名单。 6、2023 年 6 月 19 日，公司第三届董事会第十九次会议和第三届监事会第 十八次会议审议通过了《关于调整股票期权行权价格及数量和限制性股票授予价 格及数量的议案》，公司独立董事发表了同意的独立意见，律师出具了相应的法 律意见。 深圳市铂科新材料股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日 召开第四届董事会第十次会议和第四届监事会第九次会议，审议通过了《关于调 整 ...

证券代码：300811 证券简称：铂科新材 公告编号：2025-055 深圳市铂科新材料股份有限公司 第四届监事会第九次会议决议公告 本公司及监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、监事会会议召开情况 深圳市铂科新材料股份有限公司（以下简称"公司"）第四届监事会第九 次会议于 2025 年 6 月 30 日（星期一）在深圳市南山区沙河西路 3157 号南山智 谷产业园 B 座 13F 会议室以现场的方式召开。会议通知已于 2025 年 6 月 27 日通 过邮件的方式送达各位监事。本次会议应出席监事 3 人，实际出席监事 3 人。 会议由监事会主席姚红主持，公司高级管理人员列席会议。会议召开符合 有关法律、法规、规章和《公司章程》的规定。出席会议的监事对各项议案进行 了认真审议并做出了如下决议： 二、监事会会议审议情况 （一）、审议通过《关于调整股票期权行权价格和限制性股票授予价格的 议案》 鉴于公司实施 2024 年年度权益分派方案，根据《上市公司股权激励管理办 法》和公司 2023 年限制性股票与股票期权激励计划的相关规定，公司应对股票 期权行权价格和 ...