曙光股份董事辞职、业绩预亏及股票限售安排引关注

Group 1: Executive Changes - The company director, Jia Muyun, resigned due to being listed as a dishonest executor and will no longer hold any position in the company or its subsidiaries after his resignation [2] Group 2: Performance and Financial Situation - The company expects a net loss attributable to shareholders of 300 million to 360 million yuan for the year 2025, which is similar to the 341 million yuan loss in 2024. The loss is primarily due to intensified market competition, lower-than-expected vehicle production and sales, and credit impairment and asset impairment losses totaling approximately 50 million yuan [3] - Jia Muyun's 3.606 million shares are subject to forced execution by the court due to private lending disputes, with the execution method being centralized bidding, and the timing remains uncertain [3] Group 3: Company Status and Stock Performance - As of December 25, 2025, 79 incentive targets can unlock 1.908 million shares from the 2024 restricted stock incentive plan, but due to unmet performance targets, these shares will be voluntarily locked until May 29, 2026 [4] - As of February 12, 2026, the company's stock closed at 3.38 yuan, with a market capitalization of approximately 2.3 billion yuan. The stock price has experienced significant fluctuations since late December 2025, reaching a high of 3.43 yuan and a low of 3.25 yuan [5] Group 4: Business Development - The company continues to advance in the new energy sector, including collaborations on alcohol-hydrogen electric commercial vehicles and hydrogen energy bus access, but overall performance remains under pressure [6]