6月24日，德国科隆，全球最大的园林贸易展Spoga+Gafa在此拉开帷幕。 聚光灯下，中国品牌Sunseeker一口气甩出多款新品王炸，包括令人瞩目的融合了激光雷达+AI视觉系统 的割草机器人L3，以及S系列、V系列新品，瞬间点燃全场热度。 "我们相信创新和智能设计是户外生活的未来"，Sunseeker首席执行官Terry Ma如此说道。 Sunseeker的背后，站着的正是浙江企业白马科技。作为传统园林工具巨头成功杀入割草机器人赛道的 典型代表，白马科技迅速成长为行业实力玩家，其智能割草机器人已卖遍全球25个国家，2024年销量一 举突破15万台，2025年更是剑指25万台大关。 放眼智能割草机器人这片正被疯狂"跑马圈地"的新蓝海，国内玩家主要分成了三路人马：转型的传统园 林工具巨头、跨界的机器人公司，以及入局的智能初创企业。而从地域上看，则形成了浙江、江苏、广 东（特别是深圳）的三足鼎立之势。 其中，浙江军团的主力正是以白马科技、大叶股份、中坚科技、三锋实业为代表的"四雄"。这些深植于 传统园林工具沃土的巨头，靠着对行业的深刻理解和稳扎稳打的技术积累，正以前所未有的攻势，在全 球智能割草机器人市场掀起" ...

Group 1: ExxonMobil Huizhou Ethylene Project - The ExxonMobil Huizhou Ethylene Project Phase I officially commenced production on July 15, with a total investment of $10 billion, marking it as the first major petrochemical project wholly owned by a U.S. company in China and the first foreign-funded petrochemical project in the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] - Ethylene, known as the "mother of the petrochemical industry," is a crucial raw material for organic chemicals, and the project aims to produce high-end chemical products to effectively meet domestic market demand [1] Group 2: XPeng Heavens' B Round Financing - XPeng Heavens announced the completion of a $250 million B round financing on July 15, which will be used to ensure the smooth progress of research and development, mass production, and commercialization of flying cars [3] - The world's first flying car mass production factory has been topped out and is currently undergoing equipment debugging, with plans to be completed in the fourth quarter of this year, and the "land aircraft carrier" is expected to be delivered in 2026 [3][4] Group 3: Guangdong's Innovative Drug Approvals - Guangdong has received approval from the National Medical Products Administration for 25 Class I innovative drugs and 48 innovative medical devices, showcasing products like Ivosidenib injection and Orelabrutinib tablets [5] - The province ranks among the top in the country in terms of the number of pharmaceutical, medical device, and cosmetic manufacturing enterprises, as well as the quantity of registered products and innovative approvals [5][6] Group 4: Macao Tourism Price Index - The Macao tourism price index increased by 1.42% year-on-year in the second quarter of 2025, driven by higher prices for jewelry, watches, and entertainment, while clothing and dining services saw price declines [7] - The price index for miscellaneous items (jewelry, watches, and crafts) and entertainment and cultural activities rose by 13.40% and 12.00% respectively, while clothing and dining prices fell by 3.14% and 2.80% [7] Group 5: Shenzhen Stock Market Performance - The Shenzhen Component Index closed at 10,744.56 points, up 0.56% on July 15 [8] - Notable gainers included Dingjie Zhishi with a price of 46.02 yuan, up 20.00%, and Xinyi Sheng at 157.08 yuan, also up 20.00% [8]

关于终止实施 2025 年限制性股票激励计划的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码：300879 证券简称：大叶股份 公告编号：2025-048 宁波大叶园林设备股份有限公司 宁波大叶园林设备股份有限公司（以下简称"公司"）于 2025 年 5 月 15 日 召开 2024 年年度股东大会，审议通过了《关于公司<2025 年限制性股票激励计 划（草案）>及其摘要的议案》等相关议案，现根据《上市公司股权激励管理办 法》相关规定："股权激励计划经股东会审议通过后，上市公司应当在 60 日内授 予权益并完成公告、登记。"由于公司当前经营情况、公司股价波动等因素，公 司未能在 2025 年 7 月 14 日前完成授予权益，现将终止实施 2025 年限制性股票 激励计划（以下简称"本激励计划"），同时一并终止与本激励计划配套的《2025 年限制性股票激励计划实施考核管理办法》等相关文件。现将有关事项公告如下： 一、本激励计划已履行的审批程序和信息披露情况 1、公司董事会薪酬与考核委员会拟定了《宁波大叶园林设备股份有限公司 2025 年限制性股票 ...

Group 1: R&D and Product Development - The company focuses on the development of lithium battery and smart garden machinery products as key future directions, enhancing user experience through advancements in AI, IoT, and battery management technologies [1][2] - Plans to leverage AL-KO's four high-end brands and its own brands to enhance global brand influence through five strategies: mergers, globalization of manufacturing, innovative products, brand operation, and talent development [2] Group 2: Market Strategy and Sales - The primary market for garden machinery is in Europe and the US, with current products mainly for export; however, the company is exploring high-quality domestic projects to promote dual circulation in business [2][3] - The company has established a centralized procurement model to manage raw material price fluctuations, ensuring cost control through strategic stockpiling [3] Group 3: Production and Capacity - The company has manufacturing bases in China (headquarters and Hangzhou Bay), Mexico, the US, and Austria, with future capacity expansion plans dependent on international political and economic conditions [3][4] - The company is actively assessing the impact of tariffs on performance and is implementing measures such as accelerating overseas base construction and strengthening customer relationships to ensure stable operations [5] Group 4: Talent and Human Resources - A global human resources plan is in place to address the challenges of multicultural and multilingual environments, focusing on talent development and retention [4] - The company aims to enhance its product structure and innovation capabilities by continuously investing in R&D and optimizing human resource allocation [4]

Market Overview - On July 15, A-shares showed mixed performance with the Shanghai Composite Index down by 0.42% at 3505 points, while the Shenzhen Component Index rose by 0.56% and the ChiNext Index increased by 1.73% [1][2]. Sector Performance Strong Performers - The ERP concept saw significant gains, with Dingjie Zhizhi hitting the daily limit up of 20%, and several other companies like Zhiyuan Huitong and Puli Software also performing well [4]. - The CPO sector experienced a collective surge, with Xinyi Sheng also reaching the daily limit up of 20% [6]. - Nvidia-related stocks were active, with Shenghong Technology and Yipin Hong both rising over 13% [7][8]. - The AI sector, particularly Zhiyuan AI, saw notable increases, with companies like Hand Information and Haitaisheng rising over 8% [9][10]. Weak Performers - The coal mining and processing sector declined, with Dayou Energy dropping over 9% and other companies like Shaanxi Black Cat and Huadian Energy also experiencing losses [11][12]. - The power sector faced adjustments, with companies like Huayin Power hitting the daily limit down [13][14]. Company Highlights - Xinyi Sheng projected a net profit of 3.7 billion to 4.2 billion yuan for the first half of the year, marking a year-on-year increase of 327.68% to 385.47% [6]. - Cambridge Technology expects a net profit of 120 million to 128 million yuan for the first half, reflecting a year-on-year growth of 50.12% to 60.12% [6]. - Dayou Energy announced a projected loss of 820 million yuan for the first half of 2025, a 67% increase in losses compared to the previous year, attributed to a significant drop in coal prices [12]. - Daya Co. expects a net profit growth of 277.71% to 391.02% for the first half of 2025, alongside a share reduction announcement by a major shareholder [18].

Group 1 - The core viewpoint of the news is that companies are actively engaging in share buyback and employee stock ownership plans to enhance investor confidence and align management interests with shareholders [1][2]. - Shenzhen Overseas Chinese Town Holdings Company plans to increase its stake in Huaqiang City A by investing between 111 million and 220 million RMB within six months, currently holding 48.78% of the total shares [1]. - Chengyi Pharmaceutical announced an employee stock ownership plan for 2025, targeting to raise up to 48.2864 million RMB, with a share price set at 5.02 RMB per share, covering up to 228 employees [1][2]. Group 2 - The employee stock ownership plan has performance targets for revenue and net profit from 2025 to 2027, with growth rates set at 30%, 55%, and 85% for revenue, and 35%, 65%, and 100% for net profit [2]. - Several companies have announced plans for share reductions by executives and major shareholders, including Jinzheng Co., which plans to reduce up to 28.8 million shares, equivalent to approximately 568 million RMB [3][4][5]. - The reduction plans are set to commence from July 15, indicating a trend of liquidity events in the market as companies adjust their shareholder structures [7][8].

Group 1 - The company, Daye Co., expects a significant increase in net profit for the first half of 2025, projecting a year-on-year growth of 277.71% to 391.02% [1] - The estimated net profit attributable to shareholders is projected to be between 200 million to 260 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 180 million to 248 million yuan, reflecting a year-on-year growth of 239.33% to 367.52% [1]

证券代码：300879 证券简称：大叶股份 公告编号：2025-047 宁波大叶园林设备股份有限公司 关于特定股东减持股份的预披露公告 公司特定股东余姚德创骏博创业投资合伙企业（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。 特别提示： 1、截止本公告披露日，宁波大叶园林设备股份有限公司（以下简称"公 司"）员工持股平台余姚德创骏博创业投资合伙企业（有限合伙）（以下简称 "德创骏博"）持有公司股份9,000,000股，占公司总股本比例4.52%（根据剔除 回购专用账户中3,150,079股后的总股本199,248,754股为基数计算，本公告涉及的 持股比例均根据该基数计算），计划自本公告披露之日起15个交易日后的3个月 内以大宗交易方式、集中竞价交易方式减持公司股份不超过1,750,000股，占公司 总股本比例0.88%。 2、本次员工持股平台德创骏博计划进行减持系因部分员工自身资金需求， 公司实际控制人不参与本次减持计划，不通过持股平台德创骏博进行减持。 公司近日收到德创骏博出具的《余姚德创骏博 ...

[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts H1 2025 net profit attributable to shareholders between RMB 200-260 million, significantly impacted by AL-KO consolidation and enhanced core business profitability Key Performance Indicators Forecast | Item | Current Period (2025 H1) | Prior Period (Pre-Restructuring) | Prior Period (Post-Restructuring, Simulated) | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 200 - 260 RMB Million | Profit: 52.9513 RMB Million | Profit: 229.6797 RMB Million | | YoY Change | vs Pre-Restructuring: +277.71% ~ +391.02% | - | - | | | vs Post-Restructuring: -12.92% ~ +13.20% | | | | **Net Profit After Non-Recurring Gains/Losses** | Profit: 180 - 248 RMB Million | Profit: 53.0456 RMB Million | Profit: 115.8266 RMB Million | | YoY Change | vs Pre-Restructuring: +239.33% ~ +367.52% | - | - | | | vs Post-Restructuring: +55.40% ~ +114.11% | | | - The company completed the major asset acquisition of **100% equity in AL-KO Geräte GmbH** on February 12, 2025, and consolidated its financial statements from February 1, 2025[4](index=4&type=chunk) - The prior period (post-restructuring) data is simulated, assuming AL-KO was consolidated from January 1, 2024, and is unaudited[5](index=5&type=chunk) [Communication with Accounting Firm](index=2&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company has pre-communicated the performance forecast with its accounting firm, confirming no disagreements - This performance forecast is a preliminary estimation by the company's finance department, pre-communicated with the accounting firm, with no disagreements[7](index=7&type=chunk) [Explanation of Performance Change](index=2&type=section&id=III.%20Explanation%20of%20Performance%20Change) Performance growth is driven by organic revenue from competitive products, AL-KO's consolidated revenue, and a one-time bargain purchase gain - Performance growth is attributed to increased revenue from the company's strong product competitiveness and consolidated revenue from the newly added subsidiary AL-KO[8](index=8&type=chunk) - A portion of the profit stems from investment income generated by the AL-KO acquisition, categorized as a **'bargain purchase' gain** (where investment cost is less than the fair value of identifiable net assets of the investee)[8](index=8&type=chunk) [Other Relevant Information](index=2&type=section&id=IV.%20Other%20Relevant%20Information) This performance forecast is a preliminary, unaudited estimation, with final data in the 2025 semi-annual report, and investors are advised to note investment risks - This performance forecast is a preliminary estimation by the company's finance department, unaudited, with final data subject to the 2025 semi-annual report[9](index=9&type=chunk) - Investors are reminded to pay attention to investment risks[9](index=9&type=chunk)

Core Viewpoint - The collaboration between Ningbo Shuntong Group, Daye Co., Ltd., and Shanghai Jiening New Energy Technology Development Co., Ltd. marks a significant step for Yuyao in the hydrogen energy sector, aiming to transform into a green low-carbon city [2][3] Group 1: Strategic Advantages - Yuyao has two unique advantages for developing the hydrogen energy industry: strategic location within the Ningbo metropolitan area and a strong industrial synergy with concentrated automotive parts and new materials companies [2] - The location near Zhoushan Port and the Hangzhou Bay Cross-Sea Passage provides natural conditions for establishing a hydrogen energy logistics hub [2] Group 2: Project Development - The three parties aim to create a comprehensive "production, storage, transportation, and utilization" project, which is seen as a crucial investment for Yuyao's future energy landscape [2] - Shuntong Group's chairman emphasized the role of state-owned capital in supporting the construction of a hydrogen energy logistics demonstration network [2] Group 3: Technological Innovation - Daye Co., Ltd.'s chairman praised Jiening Technology's hydrogen exchange technology as a core aspect of the energy revolution, which will reshape the energy supply model for heavy-duty logistics and expand applications in new energy for garden machinery [2] - Jiening Technology's chairman stated the goal is to make Yuyao a source of hydrogen energy technology innovation and a benchmark for green logistics ecosystems [3] Group 4: Future Outlook - The strategic agreement outlines a clear vision for Yuyao's hydrogen energy development, including upgrading traditional manufacturing, fostering new production capabilities, and promoting regional collaborative development [2]