万通发展推股权激励计划 剑指数渡科技三年收入34亿

Core Points - The company, Wantong Development, has announced a restricted stock incentive plan to grant 94.52 million shares to key management and technical personnel at its subsidiary, Shudao Technology, at a price of 6.25 yuan per share [1] - The incentive plan aims to align the interests of core talents with the long-term development goals of the company, enhancing innovation and market dynamics in the AI industry [3] - Shudao Technology is expected to achieve breakthroughs in internationally leading technology products and explosive revenue growth over the next three years [4] Summary by Sections Incentive Plan Details - The plan involves granting 79.40 million shares to 106 initial recipients, representing 84% of the total shares to be granted and 4.2% of the total share capital [1] - The remaining 15.12 million shares are reserved, accounting for 16% of the total shares to be granted and 0.8% of the total share capital [1] - The initial recipients include 17 core management personnel and 89 technical/business backbone employees, covering 63% of Shudao Technology's total workforce as of September 2025 [1] Performance Targets - The incentive plan includes dual assessment indicators based on product development, production progress, and annual revenue targets for Shudao Technology [2] - Revenue targets for the assessment years are set at no less than 600 million yuan, 1.2 billion yuan, and 1.6 billion yuan, with a compound growth rate of 63.3% [2] - Specific product development milestones include achieving product standards and mass production for PCIe5.0, PCIe6.0, and PCIe7.0/CXL4.0 switch chips [2] Strategic Goals - The incentive plan is designed to attract and retain core technical talents in chip design and high-speed interconnect fields, promoting a focus on long-term goals and reducing short-term behaviors [3] - The company aims to increase market share for its PCIe5.0/6.0 switch chips and achieve strategic transformation [3]