当地时间6月12日，据央视新闻报道，美国商务部宣布将自6月23日起对多种钢制家用电器加征关税，包括 洗碗机、洗衣机和冰箱等"钢铁衍生产品"。 据悉，对大多数国家设定50%的关税将影响这些钢铁制品的进口，可能导致消费价格上涨，行业利益相关者正 在密切关注事态发展。 此前，当地时间6月3日，美国白宫发表声明，美国总统特朗普宣布将进口钢铁和铝及其衍生制品的关税从 25%提高至50%，该关税政策自美国东部时间2025年6月4日凌晨00时01分起生效。 在白宫发布的《美国钢铝制品进口关税调整行政令》中可以看到，所谓关税调整的主要原因为国家安全。 特朗普2月10日签署行政命令，宣布对所有进口至美国的钢铁和铝征收25%的关税。 当地时间3月12日，特朗 普对所有进口至美国的钢铁和铝征收25%关税的举措正式生效。 午后，突发！集体飙涨！ 李成钢：中美就落实两国元首通话共识及日内瓦会谈共识达成框架 暴增超370%！A股，重磅信号！ 突发，美军出动！特朗普发声 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 综合自：央视新闻、新华网 责编：王璐璐 校对：祝甜婷 百万用户都在看 根据美国国际贸易 ...

Core Insights - Midea Group has recently obtained a new utility model patent titled "Filter Unit, Electric Control Component of Outdoor Unit, Outdoor Unit, and Air Conditioner" with application number CN202422140184.3 [1] - The company has received a total of 1,103 patent authorizations this year, which represents a decrease of 24.35% compared to the same period last year [1] - In 2024, Midea Group invested 16.233 billion yuan in research and development, reflecting an increase of 11.31% year-on-year [1]

Core Viewpoint - Midea Group has adjusted its eighth stock option incentive plan, including changes to the list of incentive recipients and the number of options granted, in response to various factors such as employee turnover and performance assessments [1][2][3]. Group 1: Adjustment of Incentive Plan - The eighth stock option incentive plan will grant 82.26 million stock options to 1,897 incentive recipients, with an exercise price adjusted from 82.98 RMB/share to 81.41 RMB/share [2][3]. - The number of incentive recipients has been reduced from 1,901 to 1,897 due to employee departures, resulting in a total stock option adjustment from 82.48 million to 82.26 million [2][3]. - The exercise price has been further adjusted to 79.74 RMB/share and then to 77.24 RMB/share based on annual profit distribution arrangements [4][5]. Group 2: Impact of Adjustments - The adjustments to the stock option incentive plan are in compliance with relevant regulations and will not materially affect the company's financial status or operational results [6]. - A total of 2,797,167 stock options will be canceled due to recipients not meeting exercise conditions, along with additional cancellations for underperforming individuals and those who have left the company [6][7]. - The final number of unexercised stock options granted to the adjusted incentive recipients is 39,939,684 [5][7].

Core Viewpoint - Midea Group has announced the cancellation of stock options from the fifth stock option incentive plan that were not exercised by the end of the fourth exercise period, affecting a total of 85,000 stock options held by 8 incentive targets [14][15]. Group 1: Stock Option Incentive Plan Details - The fifth stock option incentive plan initially granted 62.08 million stock options to 1,341 incentive targets, with an exercise price set at 57.54 yuan per share [1]. - Adjustments to the exercise price have been made over time, with the initial exercise price changing from 57.54 yuan to 56.34 yuan, and further adjustments occurring in subsequent years [2][4][10]. - The total number of stock options granted has been adjusted multiple times due to changes in the number of eligible incentive targets, resulting in a final count of 5,442 million options after various adjustments [2][5]. Group 2: Cancellation of Unexercised Options - The cancellation of unexercised stock options is in accordance with the relevant regulations and will not materially impact the company's financial status or operational results [14]. - The decision to cancel these options was supported by the board's remuneration and assessment committee, confirming compliance with the company's incentive plan regulations [14][15]. - The specific cancellation involved 85,000 stock options that were not exercised by 8 incentive targets by the deadline of the fourth exercise period [14].

Core Viewpoint - Midea Group has announced the repurchase and cancellation of certain incentive shares from its restricted stock incentive plans for the years 2021, 2022, and 2023 due to reasons such as employee departures and performance evaluations. Group 1: 2021 Restricted Stock Incentive Plan - The plan initially granted 10.57 million shares to 147 incentive targets, representing 0.15% of the total share capital, at a price of 41.49 yuan per share [2] - The actual number of shares granted was adjusted to 9.94 million shares for 139 targets after accounting for departures [3] - A total of 290,000 shares were repurchased and canceled due to the departure of 7 incentive targets [4] - The repurchase price was adjusted from 39.92 yuan to 38.25 yuan per share [5] - A total of 1.1 million shares were repurchased due to various reasons including departures and performance issues [6][7] Group 2: 2022 Restricted Stock Incentive Plan - The plan aimed to grant 12.63 million shares to 199 targets at a price of 28.14 yuan per share [11] - The actual number of shares granted was adjusted to 12.15 million shares for 191 targets after accounting for departures [12] - A total of 270,000 shares were repurchased due to the departure of 10 targets [13] - The repurchase price was adjusted from 26.47 yuan to 23.97 yuan per share [14] Group 3: 2023 Restricted Stock Incentive Plan - The plan proposed to grant 18.375 million shares to 416 targets at a price of 28.39 yuan per share [19] - The actual number of shares granted was adjusted to 18.325 million shares for 415 targets after one target canceled their subscription [20] - A total of 484,358 shares were repurchased due to various reasons including departures and performance evaluations [22][23]

Group 1 - The company announced adjustments to its stock option incentive plan and the repurchase price of restricted stock during the board meeting held on June 12, 2025 [1] - The profit distribution plan for the fiscal year 2024 involves a cash dividend of 35 yuan for every 10 shares, totaling 24,443,728,680 yuan, based on a share capital of 6,983,922,480 shares [1][2] - The adjusted ex-dividend price will be calculated by subtracting the per-share cash dividend from the closing price on the record date [2] Group 2 - The adjustments to the stock option and restricted stock repurchase prices comply with the relevant regulations and will not materially affect the company's financial status or operating results [2] - The legal opinion confirms that the adjustments to the incentive plan are legitimate and effective [2]

Core Viewpoint - The legal opinion letter from Beijing Jiayuan Law Firm confirms the legality and compliance of Midea Group's cancellation of unexercised stock options under its fifth equity incentive plan, following the necessary approvals and procedures [1][2][3][4]. Group 1: Approval and Authorization - Midea Group has completed the necessary procedures for the cancellation of unexercised stock options, including the approval of relevant proposals at the board meeting [2][3]. - The company has provided all required original documents and materials to the law firm for review, ensuring their authenticity and completeness [2]. Group 2: Cancellation Details - As of the date of the legal opinion, a total of 85,000 stock options granted to 8 incentive targets under the fourth exercise period of the fifth equity incentive plan have expired and will be canceled [3][4]. - The cancellation aligns with the provisions of the management measures and the company's equity incentive plan [4]. Group 3: Conclusion - The legal opinion concludes that the cancellation of the stock options is in accordance with the relevant laws and regulations, confirming its legality and validity [4].

Core Viewpoint - Midea Group's board of directors has approved several resolutions regarding the cancellation and adjustment of stock options and incentive plans, reflecting the company's ongoing efforts to manage its equity incentive programs effectively [1][2][3][4][5][6][7][8][9][10][11] Group 1: Cancellation of Stock Options - The board unanimously agreed to cancel a total of 85,000 stock options that were granted but not exercised by 8 incentive recipients from the fifth phase of the stock option plan, as the exercise period ended on March 10, 2025 [1] - A total of 807,077 stock options granted to 88 incentive recipients from the eighth phase were also canceled, as the exercise period ended on June 3, 2025 [2] - Additionally, 36,000 stock options granted to 3 incentive recipients from the ninth phase were canceled after the exercise period ended on June 7, 2025 [3] Group 2: Adjustment of Stock Option Prices - The exercise prices for the eighth and ninth phases of the stock option incentive plan were adjusted due to the company's profit distribution plan, with the eighth phase price changing from 74.26 yuan to 70.78 yuan per share, and the ninth phase price changing from 49.13 yuan to 45.65 yuan per share [4][5] Group 3: Adjustments to Incentive Object Lists - The board approved the cancellation of 2,797,167 stock options for 161 individuals deemed unsuitable as incentive recipients due to resignation, and 1,118,658 options for 292 individuals with average or poor performance evaluations [6] - For the ninth phase, 6,055,086 stock options were canceled for 226 individuals who left the company, and 395,962 options for 147 individuals with average or poor performance evaluations [7] Group 4: Unlocking Conditions for Restricted Stock - The unlocking conditions for the third release of the 2021 restricted stock incentive plan were met, allowing 87 individuals to unlock a total of 2,283,352 shares [8] - The second unlocking conditions for the 2022 restricted stock incentive plan were also met, enabling 138 individuals to unlock 2,518,700 shares [9] - The second unlocking conditions for the 2023 restricted stock incentive plan were achieved, allowing 368 individuals to unlock 4,817,839 shares [10] Group 5: H Share Incentive Plan - The company plans to grant 1,243,100 H shares to 77 employees under the 2025 H share incentive plan, with a 24-month lock-up period and a phased vesting schedule [11]

Core Viewpoint - The board of directors' remuneration and assessment committee of Midea Group has conducted a review of the company's stock incentive plans, resulting in the cancellation of unexercised stock options and adjustments to the incentive object lists in accordance with relevant regulations and internal guidelines [1][2][3][4][5][6][7] Summary by Sections Stock Option Cancellation - The committee approved the cancellation of 85,000 unexercised stock options from the fifth stock option incentive plan, which were not exercised by 8 incentive objects, as the deadline for the fourth exercise period is set for 2025 [1] - For the eighth stock option incentive plan, 88 unexercised stock options were canceled for 88 incentive objects, as the second exercise period ended on June 3, 2025 [2] - The ninth stock option incentive plan saw the cancellation of unexercised stock options for 3 incentive objects, with the first exercise period deadline on June 7, 2025 [3] Adjustments to Incentive Object Lists - The eighth stock option incentive plan had a total of 2,797,167 stock options canceled due to not meeting exercise conditions, along with 1,118,658 options for 292 incentive objects whose units did not unlock for exercise [4] - The ninth stock option incentive plan had 6,055,086 stock options canceled for not meeting exercise conditions, including 395,962 options for 147 incentive objects and 239,100 options for 19 individuals who did not meet personal performance assessments [5] Unlocking Conditions for Restricted Stock - The committee confirmed that the unlocking conditions for the third release period of the 2021 restricted stock incentive plan were met, allowing eligible incentive objects to unlock their shares [6] - Similar confirmations were made for the second release period of the 2022 restricted stock incentive plan, validating the eligibility of incentive objects [7]

美的集团股份有限公司 根据 2025 年 H 股股份奖励计划的奖励授予 本文件遵照香港上市规则第 17.06A、17.06B 及 17.06C 条而作出。 董事会宣布，本公司于 2025 年 6 月 12 日根据（H 股）股份奖励计划向 77 名本公司雇员（包括本公司高级管理层）授予合共 1,243,100 股 H 股奖励股份， 惟须待承授人接纳方可作实。 一、授予奖励授予详情 以下为向承授人授予的奖励股份的详情： 奖励计划的合资格参与者； 本次奖励设置本集团、承授人所在单位、承授人个人层面业绩三个层次的考 核目标。 所在单位层面的指标：按责任制及战略指标的综合达成考评等级确定解锁比 例；考评等级为优秀，100%归属；考评等级为良好，90%归属；考评等级为合格， 归属时间 考核指标 归属时间 考核指标 第二个归属期：考核 2027 年业绩 第二次归属 30% 单位层面：考核 2027 年责任制指标及长期战略指标 个人层面：2027 年 B 级及以上 第三个归属期：考核 2028 年业绩 第三次归属 30% 单位层面：考核 2028 年责任制指标及长期战略指标 个人层面：2028 年 B 级及以上 第一个归属期 ...