Market Performance - On September 22, the computer equipment sector rose by 1.88%, with Jiayuan Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers - Jiayuan Technology (301117) closed at 37.95, up 14.03% with a trading volume of 193,000 shares and a transaction value of 705 million [1] - Kalete (301391) closed at 79.72, up 10.97% with a trading volume of 63,400 shares [1] - Zhongke Shuguang (610509) closed at 117.51, up 10.00% with a trading volume of 1,203,700 shares [1] - Shuguang Digital Innovation (872808) closed at 101.24, up 9.90% with a trading volume of 58,700 shares [1] Top Losers - Haohan Depth (688292) closed at 24.60, down 3.53% with a trading volume of 75,000 shares and a transaction value of 188 million [2] - ST Yingfeitou (002528) closed at 2.75, down 3.51% with a trading volume of 159,300 shares [2] - Kaiwang Technology (301182) closed at 36.73, down 2.91% with a trading volume of 33,800 shares [2] Capital Flow - The computer equipment sector saw a net inflow of 2.203 billion in main funds, while retail funds experienced a net outflow of 937 million [2][3] - Main funds showed a significant presence in Zhongke Shuguang with a net inflow of 213.7 million, while retail funds had a net outflow of 106.4 million [3] - Jiayuan Technology had a net inflow of 58.54 million from main funds, but also saw outflows from retail investors totaling 27.14 million [3]

Core Insights - The latest financing balance of the ChiNext market is 503.632 billion yuan, a decrease of 2.051 billion yuan compared to the previous period, with 37 stocks experiencing a financing balance increase of over 10% [1] - On September 19, the ChiNext index fell by 0.16%, with a total margin balance of 505.245 billion yuan, down by 2.063 billion yuan from the previous trading day [1] - Among the stocks with increased financing balances, the largest increase was seen in Weikang Pharmaceutical, which had a financing balance of 46.5396 million yuan, up by 35.67% [1][3] Financing Balance Increase - A total of 358 stocks in the ChiNext market saw an increase in financing balance, with 37 stocks increasing by more than 10% [1] - The stocks with significant financing balance increases include: - Weikang Pharmaceutical: 46.5396 million yuan, +35.67%, closing price 23.80 yuan, +6.06% [3] - Kailong High-Tech: 90.1017 million yuan, +34.63%, closing price 19.00 yuan, -7.27% [3] - Kalait: 176.0133 million yuan, +30.05%, closing price 71.84 yuan, +14.29% [3] - The average increase for stocks with over 10% financing balance growth was 2.11%, with notable performers including Kalait, Tongyu New Materials, and Suzhou Tianmai, which saw increases of 14.29%, 12.14%, and 11.55% respectively [1][3] Financing Balance Decrease - A total of 586 stocks experienced a decrease in financing balance, with 10 stocks seeing a decline of over 10% [4] - The stocks with the largest decreases in financing balance include: - Junting Hotel: 16.921 million yuan, -17.52%, closing price 26.47 yuan, +3.16% [4] - Wavelength Optoelectronics: 36.291 million yuan, -17.37%, closing price 108.30 yuan, +14.60% [4] - Fushite: 5.4887 million yuan, -16.62%, closing price 32.72 yuan, -3.71% [4] Fund Flow - On September 19, among the stocks with increased financing balances, 25 stocks saw net inflows of main funds, with the highest inflows in Kunlun Wanwei, Capital Online, and Sanhuan Group, amounting to 573 million yuan, 182 million yuan, and 123 million yuan respectively [2] - Conversely, 12 stocks experienced net outflows, with the largest outflows in Lihexing, Suao Sensor, and Sudawige, totaling 178 million yuan, 75.5 million yuan, and 46.1427 million yuan respectively [2]

Core Viewpoint - The company announced the adjustment of the implementation location for the "Marketing Services and Product Display Center Construction Project" during its board and supervisory meetings held on September 19, 2025 [2] Group 1 - The second session of the board's twelfth meeting and the supervisory committee's tenth meeting were held on September 19, 2025 [2] - The company approved the proposal regarding the adjustment of certain fundraising investment project implementation locations [2]

Group 1 - The company, Kaleite, announced the convening of its 12th meeting of the second board of directors on September 19, 2025, to discuss the stock option incentive plan for 2025 [1] - For the year 2024, the company's revenue composition is entirely from the video image display control industry, accounting for 100.0% [1] - As of the report date, Kaleite has a market capitalization of 6.8 billion yuan [1]

Core Viewpoint - The company, Kaleit (301391.SZ), has announced a stock option incentive plan for 2025, aiming to grant a total of 1.8 million stock options, which represents approximately 1.89% of the company's total share capital at the time of the announcement [1] Summary by Categories Stock Option Details - The total number of stock options to be granted is capped at 1.8 million [1] - The grant price for the stock options is set at 68.57 yuan per share [1] Plan Duration - The incentive plan will be effective from the date of stock option grant until all options are exercised or canceled, with a maximum duration of 48 months [1]

此次激励计划有效期自股票期权授予之日起至激励对象获授的股票期权全部行权或注销之日止，最长不 超过48个月。 智通财经APP讯，卡莱特(301391.SZ)发布2025年股票期权激励计划(草案)，拟向激励对象授予的股票期 权总量不超过180万份，约占本激励计划草案公告时公司股本总额的1.89%。授予价格为68.57元/股。 ...

| 序号 | 姓名 | 职位 | | --- | --- | --- | | 10 | 吴玮 | 核心技术（业务）人员 | | 11 | 唐金才 | 核心技术（业务）人员 | | 12 | 柯细英 | 核心技术（业务）人员 | | 13 | 王利文 | 核心技术（业务）人员 | | 14 | 张浩光 | 核心技术（业务）人员 | | 15 | 王雯慧 | 核心技术（业务）人员 | | 16 | 赵勇本 | 核心技术（业务）人员 | | 17 | 李剑波 | 核心技术（业务）人员 | | 18 | 赵文杰 | 核心技术（业务）人员 | | 19 | 王俊 | 核心技术（业务）人员 | | 20 | 王俊 | 核心技术（业务）人员 | | 21 | 邓华钢 | 核心技术（业务）人员 | | 22 | 李云建 | 核心技术（业务）人员 | | 23 | 陈宪超 | 核心技术（业务）人员 | | 24 | 赵催琦 | 核心技术（业务）人员 | | 25 | 陈志 | 核心技术（业务）人员 | | 26 | 何益安 | 核心技术（业务）人员 | | 27 | 梁友 | 核心技术（业务）人员 | | 28 | 黄丁桂 | ...

卡莱特云科技股份有限公司薪酬与考核委员会 关于公司 2025 年股票期权激励计划相关事项的核查意见 卡莱特云科技股份有限公司（以下简称"公司"） 薪酬与考核委员会依据《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》"） 《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》等有关 法律、法规及规范性文件和《卡莱特云科技股份有限公司章程》（以下简称"《公司 章程》"）的有关规定，对公司2025年股票期权激励计划（以下简称"本次激励计划"） 相关事项进行了核查，发表核查意见如下： 一、关于2025年股票期权激励计划的核查意见 1、公司不存在《管理办法》等法律、法规规定的禁止实施股权激励计划的 情形，公司具备实施本次激励计划的主体资格。 2、公司本次激励计划的制定、审议程序和内容符合《公司法》《证券法》 《管理办法》《业务办理》等有关法律、法规及规范性文件的规定；关于股票期 权的授予和行权安排（包括授予数量、授权日期、授予条件、行权价格、行权期、 行权条件等事项）未违反有关法律、法规和规范性文件 ...

证券简称：卡莱特 证券代码：301391 卡莱特云科技股份有限公司 2025年股票期权激励计划 （草案）摘要 2025年9月19日 1 卡莱特云科技股份有限公司2025年股票期权激励计划(草案) 声明 本公司及全体董事、监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 本公司所有激励对象承诺，若公司因信息披露文件中有虚假记载、误导性陈 述或者重大遗漏，导致不符合授予权益或行使权益安排的，未行使权益的，由公 司统一注销；已经行使权益的，激励对象应当自相关信息披露文件被确认存在虚 假记载、误导性陈述或者重大遗漏后，将由股权激励计划所获得的全部利益返还 公司。 2 卡莱特云科技股份有限公司2025年股票期权激励计划(草案) 特别提示 一、卡莱特云科技股份有限公司（以下简称"公司"或"本公司"）2025年股 票期权激励计划（以下简称"本激励计划"或"本计划"）系依据《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》和其他 有关法律、法规、规范性文件，以及《卡莱特云科技股份有限公司章程》制订。 二、本激励计划采取的激励工具为 ...

卡莱特云科技股份有限公司 2025年股票期权激励计划 （草案） 2025年9月19日 1 卡莱特云科技股份有限公司2025年股票期权激励计划(草案) 声明 证券简称：卡莱特 证券代码：301391 本公司及全体董事、监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 本公司所有激励对象承诺，若公司因信息披露文件中有虚假记载、误导性陈 述或者重大遗漏，导致不符合授予权益或行使权益安排的，未行使权益的，由公 司统一注销；已经行使权益的，激励对象应当自相关信息披露文件被确认存在虚 假记载、误导性陈述或者重大遗漏后，将由股权激励计划所获得的全部利益返还 公司。 2 卡莱特云科技股份有限公司2025年股票期权激励计划(草案) 特别提示 一、卡莱特云科技股份有限公司（以下简称"公司"或"本公司"）2025年股 票期权激励计划（以下简称"本激励计划"或"本计划"）系依据《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》和其他 有关法律、法规、规范性文件，以及《卡莱特云科技股份有限公司章程》制订。 二、本激励计划采取的激励工具为股票 ...