HAIMO(SZ:300084) Zheng Quan Shi Bao Wang·2025-12-30 01:17Core Viewpoint - The governance upgrade at Haimer Technology is a strategic move to align management incentives with the company's long-term development, marking a significant step in its transformation process [1][2] Group 1: Stock Incentive Plan - Haimer Technology disclosed a restricted stock incentive plan on December 29, proposing to grant up to 41.065 million shares to 107 management and core personnel, accounting for 8.05% of the total share capital [1] - The incentive plan features a "12/24/36 months" vesting schedule and a dual assessment mechanism, linking the interests of the core team with the company's mid-to-long-term growth [1] Group 2: Organizational Restructuring - The company has established a new M&A investment department to enhance its professional capabilities in industrial investment, integrating legal and R&D departments [1] - Key management roles have been redefined: Liu Miao remains as Vice General Manager while overseeing strategic investment management, and Ma Jun has been appointed as President of International Business to focus on overseas market expansion [1] - Zhang Lei, the board secretary, will also serve as the financial director to strengthen financial control and strategic investment coordination [1] Group 3: Strategic Transformation - The governance actions are part of a broader strategic transformation initiated after a change in actual control and management renewal, with over 500 million yuan recovered from the disposal of inefficient assets [2] - The establishment of an industrial fund in collaboration with Zhongxin Xicheng marks the company's entry into emerging sectors such as semiconductors and artificial intelligence [2] - The introduction of the stock incentive plan signifies a shift from asset optimization and strategic layout to talent mechanism development, creating a systematic transformation path of "capital recovery - industrial layout - talent binding" [2] Group 4: Industry Context - In the context of energy industry transformation and new productivity layouts, Haimer Technology's combination of "incentives + organization + personnel" solidifies its talent foundation in high-end oil and gas equipment while injecting momentum into emerging business expansion [2] - The clear governance upgrade path and performance assessment orientation enhance the transparency of company governance and convey management's confidence in implementing a dual-driven strategy [2]