安徽天禾律师事务所 安徽天禾律师事务所 关于合肥新汇成微电子股份有限公司 调整授予价格、首次授予第二个归属期及预留授予 第一个归属期归属条件成就、作废部分限制性股票 相关事项之 法律意见书 ANHUI TIANHE LAW OFFICE 地址：中国合肥濉溪路 278 号财富广场 B 座东区 15-16 层 电话：（0551）62642792 传真：（0551）62620450 法律意见书 安徽天禾律师事务所 关于合肥新汇成微电子股份有限公司 调整授予价格、首次授予第二个归属期及预留授予第一个 归属期归属条件成就、作废部分限制性股票相关事项之 法律意见书 天律意2025第 01820 号 致：合肥新汇成微电子股份有限公司 安徽天禾律师事务所（以下简称"本所"）接受合肥新汇成微电子股份有限公 司（以下简称"公司"）的委托，担任公司 2023 年限制性股票激励计划（以下简 称"本次激励计划"）相关事宜的法律顾问。本所律师根据《中华人民共和国公司 法》 （以下简称《公司法》）、 《中华人民共和国证券法》 （以下简称《证券法》）、 《上市公司股权激励管理办法》（以下简称《管理办法》）等相关法律、法规、 规范性文件，以及 ...

本公司及监事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 证券代码：000876 证券简称：新希望 公告编号：2025-67 债券代码：127015,127049 债券简称：希望转债，希望转 2 新希望六和股份有限公司 具体内容详见公司于 2025 年 7 月 15 日刊登在《中国证券报》 《证 券日报》 《证券时报》 新希望六和股份有限公司（以下简称"公司"）第十届监事会第 四次会议通知于 2025 年 7 月 12 日以电子邮件方式通知了全体监事。 第十届监事会第四次会议于 2025 年 7 月 13 日以通讯表决方式召开， 本次会议应参加表决监事 3 人，实际表决监事 3 人。本次会议的召开 符合有关法律、行政法规、部门规章、规范性文件和公司《章程》的 规定，所作决议合法有效。 二、监事会会议审议情况 本次会议由监事以传真方式会签，审议通过了如下议案： （一）审议通过了"关于延长向特定对象发行 A 股股票股东会决 议有效期的议案" 表决结果：3 票赞成，0 票反对，0 票弃权。 经公司 2024 年第一次临时股东大会审议，公司本次向特定对象 ...

第二届董事会薪酬与考核委员会 关于公司 2025 年限制性股票激励计划激励对象名单的 公示情况说明及核查意见 杭州和泰机电股份有限公司 公司根据《管理办法》《自律监管指南》等法律、行政法规、规范性文件的相关规 定，对本次激励计划激励对象的姓名及职务进行了内部公示，公示期满后，结合本次公 示情况，公司董事会薪酬与考核委员会发表核查意见如下： （一）列入本次激励计划激励对象名单的人员均具备《中华人民共和国公司法》 （以 杭州和泰机电股份有限公司（以下简称"公司"）于 2025 年 7 月 2 日召开第二届 董事会第八次会议及第二届监事会第八次会议，审议通过了《<2025 年限制性股票激励 计划（草案）>及其摘要》等相关议案。根据《上市公司股权激励管理办法》（以下简 称"《管理办法》"）、《深圳证券交易所上市公司自律监管指南第 1 号——业务办理》 （以下简称"《自律监管指南》"）等法律、行政法规、规范性文件的相关规定，公司 对 2025 年限制性股票激励计划（以下简称"本次激励计划"）拟授予的激励对象名单 （包含姓名及职务）在公司内部进行了公示。公司第二届董事会薪酬与考核委员会结合 公示情况对激励对象名单进行了核 ...

Core Viewpoint - Yongtai Energy (600157) anticipates a net profit of 120 million to 150 million yuan for the first half of 2025, despite facing challenges in the coal market and temporary declines in power generation due to maintenance activities [1][2]. Group 1: Financial Performance - The company expects to achieve an operating cash flow of over 2.7 billion yuan, with its electricity business showing continuous improvement in operational efficiency [1]. - The coal business has been impacted by declining market prices, leading to a general downturn in performance among coal companies [2]. - Yongtai Energy plans to optimize its management mechanisms and implement cost-reduction measures to mitigate adverse market impacts and ensure operational cash flow meets development needs [2]. Group 2: Business Operations - The company’s main operations include electricity production and coal mining, with power plants located in economically developed regions of Jiangsu and Henan, ensuring stable demand and profitability [2]. - For 2025, Yongtai Energy aims to generate over 40 billion kWh of electricity and plans to enhance its coal production and sales to over 13.68 million tons [3]. - The company is focusing on improving coal production efficiency and quality through smart production and optimized resource allocation [3]. Group 3: Market Position and Strategy - Despite short-term market fluctuations, Yongtai Energy demonstrates strong operational resilience and a clear strategic direction, particularly with the accelerated construction of the Haizetang coal mine project, which is expected to enhance profitability [4]. - The Haizetang coal mine is projected to produce 3 million tons in trial production by mid-2026 and reach full production of 10 million tons by 2027, with a low cost of under 200 yuan per ton [4]. - The company completed a stock buyback of 400 million shares, investing 501 million yuan, which will reduce the total share count and potentially enhance earnings per share [5].

Alkermes (ALKS) closed the last trading session at $30.28, gaining 1.5% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $40.33 indicates a 33.2% upside potential.The mean estimate comprises 15 short-term price targets with a standard deviation of $6.84. While the lowest estimate of $27.00 indicates a 10.8% decline from the current price level, the most optimistic analyst expects th ...

Core Viewpoint - Montrose Environmental (MEG) has shown a slight increase in share price, but analysts suggest there is significant upside potential based on price targets and earnings estimates [1][11]. Price Targets - The mean price target for MEG is $28.83, indicating a potential upside of 25.4% from the current price of $22.99 [1]. - Price targets from analysts range from a low of $18.00 to a high of $35.00, with a standard deviation of $6.55, reflecting variability in estimates [2]. - The lowest estimate suggests a decline of 21.7%, while the highest indicates a potential upside of 52.2% [2]. Analyst Consensus and Earnings Estimates - Analysts have shown increasing optimism regarding MEG's earnings prospects, with a strong agreement in revising EPS estimates higher [11]. - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 4.7%, with one estimate moving higher and no negative revisions [12]. - MEG holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13]. Caution on Price Targets - Solely relying on consensus price targets for investment decisions may not be prudent, as analysts' ability to set accurate targets has been questioned [3][10]. - Analysts often set optimistic price targets influenced by business relationships, which can lead to inflated estimates [8]. - A low standard deviation among price targets indicates a high degree of agreement among analysts, which can be a starting point for further research [9].

S1130525070007 1 风险提示：测算模型失效风险；重仓股补全与实际差异较大风险；基金持仓、久期大幅度偏离的风险。基金相关信息及数据仅作为基金研究 使用，不作为募集材料或者宣传材料；本文涉及所有基金历史业绩均不代表未来表现 2 • 本周（2025/07/07-2025/ 07/11，下同），沪深300上涨0.82%，主动股票及偏股混合基金整体测算股票仓位上升0.24%，至87.45% 。 • 本周主动股票及偏股混合型基金前5大行业：电子（13.65%）、电力设备（8.70%）、医药生物（7.16%）、汽车（6.54%）、机械设备（5.37%）。 • 加仓前3大行业：通信(+0.36%）、建筑材料(+0.20%）、有色金属(+0.12%）；减仓前3大行业：综合(-0.21%）、国防军工(-0.19%）、医药生物(- 0.15%）。 • 本周中债10年期国开债到期收益率上行3bps，中长期纯债整体测算久期中位数上升0.26，至3.31年，位于近5年的99.40%分位数。近4周平均久期 中位数为3.26年；本周久期分歧度有所上升，测算久期标准差上升0.10，至1.69年。短期纯债久期中位数上升0.30，至 ...

CHONGQING, CHINA - JULY 13: In this photo illustration, a smartphone displaying the logo of Johnson ... More & Johnson (NYSE: JNJ), a leading American multinational corporation known for pharmaceuticals, medical devices, and consumer health products, is held in front of a screen showing the company's latest stock market chart on July 13, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty Images Johnson & Johnson (NYSE:JNJ) is set to report its earnings on Wednesday, July 16, 2025. ...

为进一步绑定长期增长目标，公司计划将激励与业绩深度挂钩，设置了清晰且具挑战性的考核目标，彰 显对未来发展的信心。公司层面，以2024年为基数，2025-2028年营业收入增长率需分别超10%、20%、 33%、46%，同时扣非净利润需依次突破3600万元、1亿元、1.5亿元、2亿元，既强调营收规模扩张，又 突出盈利质量，避免"规模虚增"。个人层面，考核结果分S、A、B、B-、C、D六级，对应解除限售/归 属比例100%至0%，将个人贡献与团队目标强绑定，确保"绩优者多得"。 这种"公司+个人"双重考核体系，为团队设立了明确的奋斗方向，通过阶梯式目标倒逼持续增长，更通 过利益绑定激发核心团队的创造力，强化对关键岗位的留存与激励，充分体现了公司管理层对于完成业 绩目标的坚定信心。 行业周期底部的逆势布局，锁定复苏窗口期 尽管2024年行业经历阶段性调整，但当前市场已呈现明确的复苏信号与长期向好的基本面支撑。从行业 周期规律来看，珠宝消费作为非周期性高端消费品类，始终保持着"短期波动、长期向上"的发展轨迹， 这主要得益于三大核心驱动力。 作为"全球求婚钻戒第一品牌"，为进一步健全公司长效激励机制，迪阿股份（3011 ...

Core Viewpoint - The legal opinion letter addresses the price adjustment of the 2021 restricted stock incentive plan for Suzhou Green's Harmonic Drive Technology Co., Ltd, confirming that the necessary approvals and procedures have been followed for the adjustment [1][2][4]. Group 1: Approval and Authorization of Price Adjustment - The company has completed the necessary procedures for the price adjustment of the restricted stock incentive plan, including resolutions and independent opinions from the board and supervisory committee [2][3]. - The independent directors and supervisory committee have verified and provided opinions on the relevant matters of the incentive plan [3]. Group 2: Details of Price Adjustment - The adjustment of the grant price for the incentive plan is from 41.99 yuan per share to 41.89 yuan per share, following the company's profit distribution and other capital changes [3][4]. - The company has distributed cash dividends based on its total share capital in previous years, which necessitated the adjustment of the grant price [3]. Group 3: Information Disclosure - The company is required to disclose relevant resolutions and information regarding the price adjustment in a timely manner, in compliance with applicable laws and regulations [3][4]. - The company has fulfilled its information disclosure obligations related to the price adjustment as of the date of the legal opinion letter [4].