证券代码：300825 证券简称：阿尔特 公告编号：2025-048 阿尔特汽车技术股份有限公司 关于公司控股股东部分股份解除质押的公告 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。 阿尔特汽车技术股份有限公司（以下简称公司）于近日接到公司控股股东阿 尔特（青岛）汽车技术咨询有限公司（以下简称阿尔特咨询）的通知，获悉其将 所持有的部分公司股份办理了股票解除质押业务，具体事项如下： | 一、 股东股份解除质押的基本情况 | | --- | | 股东 | 是否为控股股东 | 本次解除质 | 占其所持 | 占公司总 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 或第一大股东及 | 押数量 | 股份比例 | 股本比例 | 质押起始日 | 解除质押日期 | 质权人 | | | 其一致行动人 | （股） | | | | | | | 阿尔特 | 是 | 4,500,000 | 6.66% | 0.90% | 2025/02/13 | 2025/07/25 | 北京中关村科技融 | | 咨询 ...

Core Insights - The Federal Reserve is moving towards faster implementation of capital regulatory reforms, despite opposition, with a goal to finalize rules before Powell's term ends [2][3] Group 1: Regulatory Focus - The recent Federal Reserve meeting discussed key topics such as stress testing mechanisms, the calculation of GSIB surcharge, the implementation path for Basel III Endgame, and potential reforms to the eSLR [3][4] - Analysts noted that there was a consensus among participants to simplify regulations rather than increase capital levels, highlighting the complexity and high costs of current rules [3][4] - As of Q1 2025, U.S. large banks are expected to hold $196 billion in excess capital, representing 16% of their total capital, indicating a robust capital position that may be constraining credit and innovation [3] Group 2: AI in Regulatory Discussion - AI was introduced as a new topic in the regulatory agenda, with OpenAI's CEO discussing its rapid integration into financial services and the potential risks it poses, such as consumer fraud [5] - The dialogue around AI is seen as a proactive response from the Federal Reserve to address emerging financial risks associated with technological advancements [5] Group 3: Leadership and Transparency - Federal Reserve Chair Powell remained low-profile during the meeting, engaging privately with select attendees, amidst external pressures from the Trump administration regarding financial regulation [6] - Bowman emphasized the need for a diverse perspective in future regulatory frameworks, aiming for increased transparency and market feedback as key objectives of the current review [6]

Group 1: Economic Performance - The industrial added value of large-scale industries in China increased by 6.4% year-on-year, with high-tech manufacturing growing by 9.5% [1] - Production of 3D printing equipment, new energy vehicles, and industrial robots saw significant increases of 43.1%, 36.2%, and 35.6% respectively [1] Group 2: Brand Value Enhancement through Creative Design - The old gold brand opened its first overseas store in Singapore, experiencing strong customer traffic with an average wait time of 1 to 3 hours, attracting 90% first-time visitors due to its design and craftsmanship [2] - The old gold brand achieved a revenue growth of 166% and profit growth of 254% year-on-year, continuing its upward trend in the first half of this year [2] Group 3: Cultural and Design Premium - The success of domestic products like LABUBU and old gold illustrates the impact of cultural and design premiums on the reconstruction of manufacturing value [4] - China's brand value reached $1.76 trillion, ranking second globally, showcasing the transition of "Made in China" products from merely functional to aesthetically pleasing and well-designed [5] Group 4: Innovation in Industrial Design - The third Chain Expo showcased innovative products such as humanoid robots and industrial robotic arms, emphasizing the importance of industrial design in the manufacturing sector [6] - Advanced design increases the demands for digitalization and intelligence in manufacturing, pushing the entire manufacturing chain to upgrade [7] Group 5: Integration of AI in Manufacturing - The implementation of AI in manufacturing has led to the development of over 100 AI-enabled products, with a digital R&D tool adoption rate of 86.2% among large-scale light industry enterprises [8] - AI-assisted design tools have significantly improved the efficiency of designers, enhancing the potential for innovation in manufacturing [8] Group 6: Challenges and Recommendations - There is a recognized gap in original design capabilities in China, attributed to the rapid development of manufacturing outpacing talent cultivation and educational reforms [9] - Recommendations include establishing design innovation incentive mechanisms and enhancing intellectual property protection to foster a more vibrant design ecosystem [9] Group 7: Transition to a Manufacturing Powerhouse - The continuous improvement in Chinese design is expected to accelerate the transition from a manufacturing giant to a manufacturing powerhouse, opening new avenues for quality enhancement in the industry [10]

2024 年 12 月 25 日，本次员工持股计划第一个锁定期届满，解锁日为 2024 年12月26日，到期可处置的权益份额占本次员工持股计划持有权益总额的40%。 根据立信会计师事务所（特殊普通合伙）出具的《审计报告》（信会师报字[2024] 第 ZB10588 号），公司 2023 年归属于上市公司股东的净利润为 3,596.60 万元， 本次员工持股计划第一个锁定期公司层面业绩考核目标未达成。 证券代码：300825 证券简称：阿尔特 公告编号：2025-047 阿尔特汽车技术股份有限公司 关于第二期员工持股计划股份出售完毕的公告 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。 阿尔特汽车技术股份有限公司（以下简称公司）第二期员工持股计划（以下 简称本次员工持股计划）所持有的公司股份已全部出售完毕，根据《关于上市公 司实施员工持股计划试点的指导意见》及《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》等相关规定，现将相关情况公告如下： 一、本次员工持股计划的基本情况 公司于 2023 年 8 月 25 日召开了第四届董事会第三十 ...

Group 1 - The controlling shareholder, Alter (Qingdao) Automotive Technology Consulting Co., Ltd., plans to reduce its shareholding by up to 14,656,279 shares, accounting for 2.94% of the total share capital [1] - As of the announcement date, the total share capital of the company is 498,040,481 shares, with 9,497,815 shares held in the repurchase special securities account [1] - The reduction period is set from August 8, 2025, to November 7, 2025, through centralized bidding and block trading [1] Group 2 - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on March 27, 2020, with an issue price of 6.14 yuan per share and a total issuance of 7,641,500 shares [2] - The total amount raised from the issuance was 46,918.81 million yuan, with a net amount of 40,266.33 million yuan allocated for various projects [2] - The total issuance costs amounted to 6,652.48 million yuan, with the lead underwriter, China International Capital Corporation, receiving 4,600.00 million yuan [3] Group 3 - The company raised a total of 1.258 billion yuan from two fundraising rounds [4] - In the 2024 annual report, the company reported operating revenue of 971 million yuan, a year-on-year increase of 13.17% [4] - The net profit attributable to shareholders was -133 million yuan, compared to a profit of 35.96 million yuan in the same period last year [4]

Group 1 - Fumiao Technology signed a strategic cooperation agreement with New Hu Textile to advance technology development and market expansion in the textile dyeing industry [1] - Fumiao Technology's shareholder, Feixiang Chemical, transferred 6.1076 million shares at a price of 16.38 yuan per share, representing 5% of the company's total shares [1] - Huaitian Thermal Power was recommended as the owner of a 700,000 kW wind power project, aligning with local government policies for investment strategy [1][2] Group 2 - Beiyinmei's controlling shareholder applied for pre-restructuring due to liquidity issues, holding 1.33 billion shares, 98.85% of which are pledged or frozen [3] - *ST Songfa's subsidiary signed a contract for the construction of two LNG dual-fuel oil tankers, expected to positively impact future performance [4] - Hongming Technology terminated a major asset restructuring plan to acquire 83% of Shenzhen Chisu Automation Equipment due to failure to reach an agreement [18] Group 3 - Guoxiang Technology's controlling shareholder plans to transfer 4 million shares at a price of 44.14 yuan per share, representing 5% of the total shares [20] - Longpin Puzhi's controlling shareholder is set to change to Changjiang Guomao after transferring 72.239 million shares at 12.42 yuan per share, totaling 1.046 billion yuan [28] - Hanwujing adjusted its 2025 fundraising plan to raise up to 3.985 billion yuan for AI chip platform projects and working capital [31]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have announced significant developments, including changes in control, asset sales, investments, and performance forecasts, which may present investment opportunities and risks for investors. Group 1: Control Changes and Major Transactions - Helen Piano's actual controllers are planning a change in control, leading to a suspension of trading starting July 18, 2025, for up to two trading days [3] - Tiger Medical is selling 95.09% of its stake in Lixin Pharmaceutical for approximately $34.11 million [4] - ST Lifan announced that its operational situation has not changed significantly despite a stock price fluctuation of 42.54% over two trading days [9] Group 2: Investments and Acquisitions - Sdic plans to invest approximately 509 million yuan in expanding its high-end functional film production capacity [5] - Dongfang Yuhong's subsidiary intends to acquire 100% of Chile's Construmart for about $123 million [6] - Huaitian Thermal Power has been recommended as the owner of a 700,000 kW wind power project, aligning with its investment strategy [7] Group 3: Performance Announcements - Hangzhou Bank reported a net profit of 11.662 billion yuan for the first half of the year, a year-on-year increase of 16.67% [14] - Tuojing Technology expects a net profit increase of 101% to 108% in Q2 2025, driven by new product breakthroughs [15] - Weicheng Bio anticipates a net profit of 30.06 million yuan for the first half of 2025, reversing a loss from the previous year [17] Group 4: Contracts and Strategic Partnerships - State Grid Information won contracts totaling 966 million yuan from the State Grid Corporation [21] - Beizhi Technology signed a contract worth 164 million yuan with a major client [22] - Mould Technology received a project letter of intent for exterior parts with an expected total sales of 2.044 billion yuan [23] Group 5: Shareholding Changes - Huasheng Lithium plans to reduce its shareholding by up to 2.24% [25] - Yutai Micro's shareholder intends to reduce holdings by up to 3% due to personal funding needs [26] - Alter's controlling shareholder plans to reduce holdings by up to 3% [27]

Core Viewpoint - The controlling shareholder of Alter (Qingdao) Automotive Technology Consulting Co., Ltd. plans to reduce its stake in the company by up to 2.94% within three months due to personal funding needs [1] Summary by Relevant Sections - **Shareholder Reduction Plan** - The controlling shareholder and actual controllers, Xuan Qiwu and Liu Jian, intend to reduce their holdings by a total of 14,656,279 shares [1] - This reduction represents 2.94% of the company's total share capital and 3.00% of the total share capital excluding shares in the repurchase account [1] - **Reduction Method and Pricing** - The shares will be sold through centralized bidding and block trading methods [1] - The selling price will be determined based on market conditions [1]

证券代码：300825 证券简称：阿尔特 公告编号：2025-046 特别提示： 1、阿尔特汽车技术股份有限公司（以下简称公司）控股股东阿尔特（青岛） 汽车技术咨询有限公司（以下简称阿尔特咨询）及公司实际控制人宣奇武先生、 刘剑女士（以下统称大股东）为一致行动人，合计持有公司股份75,229,051股（占 公司总股本比例为15.11%，占剔除公司回购专用证券账户中的股份数量后的总股 本比例为15.40%）。大股东计划自本公告披露之日起15个交易日后的3个月内（即 2025年8月8日至2025年11月7日），通过集中竞价和大宗交易方式合计减持公司 股份不超过14,656,279股（占公司总股本比例为2.94%，占剔除公司回购专用证券 账户中的股份数量后的总股本比例为3.00%）。 阿尔特汽车技术股份有限公司 关于控股股东及其一致行动人减持股份的预披露公告 公司控股股东阿尔特（青岛）汽车技术咨询有限公司及公司实际控制人宣奇 武先生、刘剑女士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。 2、截至本公告披露日，公 ...

Group 1 - Altec Automotive Technology Co., Ltd. (stock code: 300825) has experienced a decline for five consecutive trading days, with a cumulative drop of -3.05% [1] - In the first quarter of this year, China Europe Fund's China Europe New Blue Chip Mixed A Fund entered Altec's top ten shareholders as a new investor [1] - The year-to-date return of the China Europe New Blue Chip Mixed A Fund is 6.57%, ranking 2020 out of 4527 in its category [1] Group 2 - The performance of the China Europe New Blue Chip Mixed A Fund shows a year-to-date return of 6.57%, with a quarterly return of -0.86% and a monthly return of 3.80% [2] - The fund's performance is compared to the average of its peers, which has a year-to-date return of 7.76% [2] - The fund manager, Zhou Weiwen, has extensive experience, having managed various funds since 2006, and currently oversees multiple funds at China Europe Fund Management [3][4] Group 3 - The other fund manager, Feng Ludan, has been with China Europe Fund Management since 2016 and has managed the China Europe New Blue Chip Flexible Allocation Mixed Fund since October 2021 [5] - Feng Ludan's managed funds have shown significant returns, with the China Europe Digital Economy Mixed Fund achieving a return of 67.65% since September 2023 [5]