凯伦股份股权激励落地，股价震荡资金流出

Group 1 - The core point of the article highlights that Kailun Co., Ltd. (300715) announced the first grant of 6.54 million restricted stocks to 132 incentive targets at a price of 5.98 yuan per share, with a maximum validity period of 60 months and performance assessment requirements set at both company and individual levels [1] - The monetary policy report released on February 12, 2026, emphasizes support for the stable and healthy development of the real estate sector, which may indirectly affect the demand for the construction waterproof materials industry [1] - Local government work reports during the same period focus on infrastructure investment and activating private capital, potentially providing policy support for related sectors [1] Group 2 - In the recent trading period from February 5 to February 12, 2026, Kailun Co., Ltd.'s stock price exhibited a fluctuation with a cumulative increase of 2.08% and a volatility of 11.05% [2] - On February 9, the stock price rose by 2.18%, although there was a net outflow of 7.1588 million yuan in main funds [2] - As of the close on February 12, the stock price was reported at 12.29 yuan, reflecting a slight decrease of 0.08%, with a turnover rate of 1.02% [2]