证券代码：301419 证券简称：阿莱德 公告编号：2026-011 1、合同双方 出让人：上海杭州湾经济技术开发有限公司 上海阿莱德实业集团股份有限公司 关于竞拍取得土地使用权及房屋所有权 并投资建设项目的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、交易概述 上海阿莱德实业集团股份有限公司（以下简称"公司"）于 2026 年 1 月 15 日和 2026 年 2 月 3 日分别召开第四届董事会第二次会议与 2026 年第一次临时股 东会，审议通过了《关于拟购买土地使用权及房屋所有权并投资建设项目的议案》， 同意公司投资建设阿莱德上海生产运营中心建设项目，项目总投资额预计不超过 人民币 5 亿元（其中，土地使用权及房屋所有权的出让价款预计不超过 6,500 万 元），本次投资事项的资金来源为自有资金、银行贷款等自筹资金，最终项目总 投资金额以实际情况为准。公司股东会授权公司管理层根据项目实际情况办理相 关具体事宜。具体内容详见公司 2026 年 1 月 16 日披露于巨潮资讯网的《关于拟 购买土地使用权及房屋所有权并投资建设项目的公告》（公告 ...

Group 1: Company Overview - The company introduced its products, customer base, development history, operational status, and strategic goals during the investor relations activity [2] - A tour of the technical center laboratory and metal heat dissipation production line showcased the company's R&D capabilities and CNAS-accredited testing abilities [2] Group 2: Financial Performance and Growth - The company's revenue has remained stable over the past three years, with efforts to explore growth opportunities in emerging sectors such as artificial intelligence, consumer electronics, optical modules, and storage [2] - The company is focused on maintaining a healthy operational status while striving for revenue growth [2] Group 3: Overseas Operations and Capacity Utilization - The Indian factory is operating smoothly, focusing on localized production and delivery of thermal materials and RF protection devices [3] - The company plans to cautiously assess its overseas capacity layout based on macroeconomic changes and market demand [3] - Current capacity utilization across the Kunshan, Pinghu, Fengxian, and Indian factories is healthy, with efficient coordination to meet core customer order demands [3] Group 4: Expansion Plans - The company has initiated expansion plans, including acquiring approximately 46 acres of state-owned land in Shanghai for the establishment of the Aled Shanghai Production and Operations Center [3] - The expansion is aligned with long-term strategic goals and aims to optimize capacity and structural expansion in response to growth in telecommunications, AI, servers, and energy storage sectors [3] Group 5: Market Engagement - The company is actively expanding its customer base in the optical module sector, having established a partnership with a leading domestic optical module company [3] - Future plans and performance forecasts are subject to market conditions and will be disclosed in accordance with regulatory requirements [3]

Group 1 - The stock price of Alade (301419) has been active in the past week, rising by 5.52% with a price fluctuation of 6.42% from February 9 to 13, 2026 [1] - On February 12, the stock increased by 2.49% with a trading volume of 161 million yuan and a turnover rate of 5.63%, but experienced a slight decline of 0.11% on February 13, closing at 36.16 yuan [1] - The technical indicators show that the stock price has broken through the upper Bollinger Band, and the MACD indicator has turned positive, indicating a short-term bullish trend, although the 20-day resistance level at 36.31 yuan should be monitored [1] Group 2 - According to a report by Yasiwei on February 12, Alade's revenue for the first three quarters of 2025 reached 316 million yuan, representing a year-on-year growth of 25.11%, while the net profit attributable to shareholders was 52.24 million yuan, up by 89.00%, indicating a significant improvement in profitability [2] - The report forecasts a compound annual growth rate of net profit of approximately 35%-45% from 2025 to 2027, driven by the demand for 5G-A construction, AI computing power, and expansion in the new energy vehicle sector [2] - However, the current price-to-earnings ratio (TTM) stands at 61.60 times, suggesting that the valuation is relatively high, and a wait-and-see approach is recommended until performance aligns with valuation [2] Group 3 - On a macro level, the release of U.S. non-farm payroll data on February 11 and China's CPI data on February 13 has led to increased volatility in global markets [3] - The telecommunications sector has recently been catalyzed by the 5.5G concept, but on February 13, the overall telecommunications equipment sector declined by 1.51%, with Alade showing relative resilience [3]

Core Viewpoint - On February 9, a total of 9 listed companies had their restricted shares unlocked, with a total market value of approximately 21.1 billion yuan [1] Summary by Category Restricted Share Unlocking Details - Gansu Energy Chemical (000552) had 1.623 billion shares unlocked, categorized as newly issued A-share corporate placements [1] - Zhongya Co., Ltd. (300512) had 356,600 shares unlocked, categorized as equity incentive restricted circulation [1] - Gongda Keya (301197) had 36.447 million shares unlocked, categorized as extended restricted lock-up period circulation [1] - Weihede (301318) had 38.345 million shares unlocked, categorized as extended restricted lock-up period circulation [1] - Aled (301419) had 55.2 million shares unlocked, categorized as pre-issue share restricted circulation [1] - Hunan YN (301358) had 374 million shares unlocked, categorized as pre-issue share restricted circulation [1] - Hualan Group (301027) had 516,600 shares unlocked, categorized as equity incentive restricted circulation [1] - Shanghai Hejing (688584) had 2.6478 million shares unlocked [1] - Chengdu Huamei (688709) had 3.824 million shares unlocked [1]

Summary of Key Points Core Viewpoint - On February 9, a total of 10 companies had their restricted shares unlocked, with a combined unlocking volume of 462 million shares, amounting to a market value of 26.734 billion yuan based on the latest closing prices [1]. Group 1: Unlocking Volume and Market Value - The companies with the highest unlocking volumes were Hunan YN, Aled, and Gongda Keya, with unlocking shares of 374 million, 36.81 million, and 26.5043 million respectively [1]. - In terms of unlocking market value, Hunan YN, Aled, and Gongda Keya also led, with market values of 24.096 billion yuan, 1.261 billion yuan, and 579 million yuan respectively [1]. Group 2: Proportion of Total Share Capital - The companies with the highest proportion of unlocked shares relative to their total share capital were Hunan YN, Aled, and Gongda Keya, with unlocking ratios of 49.13%, 30.68%, and 21.99% respectively [1].

Summary of Key Points Core Viewpoint - On February 9, a total of 10 companies had their restricted shares unlocked, with a total unlock volume of 462 million shares, amounting to a market value of 26.734 billion yuan based on the latest closing prices [1] Group 1: Unlock Volume and Market Value - The companies with the highest unlock volumes were Hunan YN, Aled, and Gongda Keya, with unlock shares of 374 million, 36.81 million, and 26.5043 million respectively [1] - In terms of unlock market value, Hunan YN, Aled, and Gongda Keya also led, with market values of 24.096 billion yuan, 1.261 billion yuan, and 579 million yuan respectively [1] Group 2: Unlock Ratio - The companies with the highest unlock ratios relative to their total share capital were Hunan YN, Aled, and Gongda Keya, with unlock ratios of 49.13%, 30.68%, and 21.99% respectively [1]

Group 1 - The company Alade announced that 66.24 million restricted shares will be unlocked and listed for trading on February 9, 2026, representing 55.2% of the company's total share capital [1] - The actual number of shares available for trading will be 23.31 million, accounting for 19.43% of the company's total share capital [1] Group 2 - The article discusses Kevin Warsh's proposed new policies, which involve a dual approach of monetary easing and tightening, aiming to control inflation with the help of AI [1] - Warsh is characterized as a potential candidate for the Federal Reserve, with a focus on not becoming a major buyer of U.S. Treasury bonds [1]

兴业证券股份有限公司 兴业证券股份有限公司（以下简称"兴业证券"或"保荐机构"）作为上海阿 莱德实业集团股份有限公司（以下简称"公司"或"阿莱德"）首次公开发行股票并 在创业板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易 所上市公司自律监管指引第 13 号——保荐业务》《深圳证券交易所创业板股票上市 规则》和《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，对首次公开发行前已发行部分股份上市流通事项进行了审慎核 查，具体情况如下： 一、首次公开发行前已发行股份概况 （一）首次公开发行股份概况 根据中国证券监督管理委员会《关于同意上海阿莱德实业股份有限公司首次公 开发行股票注册的批复》（证监许可【2022】2648 号）同意注册，公司首次公开发 行人民币普通股（A 股）股票 2,500 万股，并于 2023 年 2 月 9 日在深圳证券交易所 创业板上市。首次公开发行前公司总股本为 75,000,000 股，首次公开发行股票完成 后公司总股本为 100,000,000 股。其中有流通限制或锁定安排的股份数量为 76,290,513 股，占发行后总股本的 ...

2、本次申请解除限售股东数量共计 6 户，解除限售股份的数量为 66,240,000 股，占公司总股本的比例为 55.2000%。解除限售的限售期为自公司股票首次公 开发行并上市之日起 36 个月，实际可上市流通数量为 23,310,000 股，占公司总 股本的比例为 19.4250%。 3、本次限售股上市流通日为 2026 年 2 月 9 日（星期一）。 一、首次公开发行前已发行股份概况 （一）首次公开发行股份概况 根据中国证券监督管理委员会《关于同意上海阿莱德实业股份有限公司首次 公开发行股票注册的批复》（证监许可【2022】2648 号）同意注册，公司首次 公开发行人民币普通股（A 股）股票 2,500 万股，并于 2023 年 2 月 9 日在深圳 证券交易所创业板上市。首次公开发行前公司总股本为 75,000,000 股，首次公开 发行股票完成后公司总股本为 100,000,000 股。其中有流通限制或锁定安排的股 份数量为 76,290,513 股，占发行后总股本的比例为 76.29%，无流通限制及锁定 安排的股份数量为 23,709,487 股，占发行后总股本的比例为 23.71%。 证券代码： ...

Group 1 - The company Alede will disclose its annual report on April 17, which will include operational data for the fourth quarter and the fiscal year 2025 [2]