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博威合金: 博威合金监事会关于公司2023年股票期权与限制性股票激励计划相关事项的审核意见
Zheng Quan Zhi Xing· 2025-07-02 16:14
宁波博威合金材料股份有限公司监事会 关于公司 2023 年股票期权与限制性股票激励计划 相关事项的审核意见 宁波博威合金材料股份有限公司(以下简称"公司")监事会依据《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》") 等法律、法规及规范性文件、公司《2023 年股票期权与限制性股票激励计划(草 案)》 (以下简称"《激励计划(草案)》"或"本激励计划")及《公司章程》的 有关规定,对本次激励计划相关事项进行了核查,发表核查意见如下: 一、关于本次激励计划首次授予期权第二个行权期可行权及限制性股票第二 个限售期解除限售激励对象的审核意见 形,具备实施股权激励计划的主体资格,不存在以下情形: (5)中国证监会认定的其他情形。 (1)最近 12 个月内被证券交易所认定为不适当人选; (2)最近 12 个月内被中国证监会及其派出机构认定为不适当人选; (3)最近 12 个月内因重大违法违规行为被中国证监会及其派出机构行政处罚 或者采取市场禁入措施; (4)具有《公司法》规定的不得担任公司董事、高级管理 ...
从“卖材料”到“卖方案”,连云港新材料产业的“升维”之路
Sou Hu Cai Jing· 2025-07-02 13:15
Core Viewpoint - The article highlights the transformation of Lianyungang, particularly Donghai County, from a traditional crystal industry hub to a modern silicon materials industry cluster, emphasizing the strategic importance of silicon in high-tech applications and the region's potential for future growth in new materials [5][17][39]. Group 1: Crystal Industry - Donghai County is recognized as the "World Crystal Capital," with a crystal production capacity projected to reach 450 million pieces and a transaction value exceeding 46 billion yuan in 2024 [6][8]. - The county holds over 300,000 tons of crystal reserves, accounting for more than 70% of the national total [7][10]. - The local crystal industry has evolved into a comprehensive supply chain covering raw material procurement, design, production, marketing, and logistics [8]. Group 2: Silicon Industry - Donghai County has developed a significant silicon industry, with 85% of the national quartz material production enterprises located there, and over 600 silicon industrial companies [12]. - The market shares for high-purity quartz sand, quartz glass products, and fused quartz in China are 90%, 80%, and 70% respectively [12]. - The region's silicon industry has been recognized as a national high-tech industry base and has received various governmental approvals to enhance its development [12][14]. Group 3: New Materials Development - Lianyungang's new materials industry is projected to achieve a production value of 89.1 billion yuan in 2024, establishing itself as a highland for new materials in China [30]. - The city is focusing on creating a comprehensive new materials ecosystem that connects upstream raw materials with downstream applications, enhancing supply chain resilience [34][36]. - The establishment of various public service platforms for carbon fiber and silicon materials indicates a commitment to technological innovation and industry support [32].
上半年新股首日“0”破发:打新八成浮盈过万,资金围猎“三低”新股
Di Yi Cai Jing· 2025-07-02 11:09
Core Insights - The IPO market in the first half of 2025 continued the strong momentum from the previous year, with 80% of new stocks yielding over 10,000 yuan in profit per share, and the highest profit exceeding 60,000 yuan [2][3] Group 1: IPO Market Performance - A total of 51 new companies were listed in the A-share market in the first half of 2025, a 15.91% increase from 44 in the same period of 2024 [3] - The average first-day increase for new stocks reached 229.09%, significantly higher than the 136.05% from the previous year [3] - The highest first-day gain was recorded by Jiangnan New Materials, which saw a closing price increase of 606.83% [3] Group 2: New Stock Characteristics - The trend of "low initial price-earnings ratio, low initial price, and low fundraising scale" is continuing in the new stock market [6][10] - The average initial price-earnings ratio for the 51 new companies was 18.84 times, lower than the 22.9 times from the previous year [9] - The average initial price of new stocks was 22.27 yuan per share, down from 25.44 yuan in the same period last year [9] Group 3: Fundraising and Market Dynamics - The total fundraising amount for the 51 new companies was 37.355 billion yuan, an increase from 32.493 billion yuan in the previous year [7] - The average fundraising amount per new company was 9.83 million yuan for the main board, 5.92 million yuan for the growth enterprise market, and 3.69 million yuan for the Beijing Stock Exchange [7][8] - The average online winning rate for new stocks was only 0.0289%, significantly lower than the 0.6690% in 2022 [5]
西部超导(688122)每日收评(07-02)
He Xun Cai Jing· 2025-07-02 09:23
西部超导688122 时间: 2025年7月2日星期三 63.31分综合得分 较强 趋势方向 主力成本分析 51.16 元 当日主力成本 51.23 元 5日主力成本 49.36 元 0次 跌停 0 次 20日主力成本 48.64 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 北向资金数据 | 持股量2206.71万股 | 占流通比3.39% | | --- | --- | | 昨日净买入-31.39万股 | 昨日增仓比-0.048% | | 5日增仓比-0.177% | 20日增仓比-0.216% | 技术面分析 52.13 短期压力位 50.06 短期支撑位 52.13 中期压力位 47.13 中期支撑位 目前短线趋势不慎明朗,静待主力资金选择方向; 目前中期趋势不慎明朗,静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月02日的资金流向数据方面 | 主力资金净流出874.85万元 | | --- | | 占总成交额-2% | | 超大单净流出763.96万元 | | 大单净流出110.89万元 | | 散户资金净流出347.96万 | 关联行业/概念板块 有色金属 0. ...
A股60只个股涨停,浙江东日12天7板领涨,海洋经济板块全线爆发
Jin Rong Jie· 2025-07-02 08:06
Group 1 - The A-share market showed a mixed pattern on July 2, with a total of 60 stocks hitting the daily limit up, and the overall success rate of limit-up stocks was 79% [1] - The focus of the market was on several strong-performing stocks, including Zhejiang Dongri in the brain-computer interface sector, which achieved its 7th limit-up in 12 days [1] - The marine economy sector performed notably well, with stocks like Shenwater Haina and Kelaite reaching their limit-up, while the aquaculture sector saw multiple stocks, including Guolian Aquatic and Zhangzidao, also hitting limit-up [1] Group 2 - The photovoltaic equipment sector received a net inflow of 4.491 billion yuan from main funds, ranking first among all industries [2] - Traditional industries such as steel, food and beverage, and energy metals also attracted significant attention from funds [2] - In contrast, the semiconductor sector faced a net outflow of 6.792 billion yuan from main funds, along with other tech sectors like communication equipment and software development experiencing outflow pressure [2]
投中2025年度辽宁科创先锋企业榜单发布
投中网· 2025-07-02 04:07
将投中网设为"星标⭐",第一时间收获最新推送 来源丨 投中网 在"2025创投辽宁发展大会"上,投中信息首次发布 "投中榜·2025年度辽宁科创先锋企业TOP30" 榜单。 旨在通过权威数据与严谨的系统性评审机制,识别那些科技创新能力强、市场竞争力突出、 成长性显著的优质企业。希望以此树立标杆企业,引导资本精准配置,为辽宁在传统产业转型升级与 现代化产业体系建设助力。 榜单评选的范围是,辽宁省内未上市(含新三板挂牌),且近期有融资计划的企业( 例如: 已IPO递 表的企业不纳入考评 )。 我们理解,企业需通过技术突破和商业模式创新实现长期发展,而研发创新能力直接影响技术商品化 能力,因此创新性是企业核心竞争力的基石;若创新性在市场落地层面的不足,企业则可能成为技术 孤岛,因此成长性是企业可持续发展的支撑;当企业发展到一定阶段,常通过合理的融资获取资金支 持、创新资源,突破自身瓶颈,并最终促进新一轮的创新发展,因此融资情况也是企业资源与市场认 可度的写照。因此在本次评选中,我们通过创新性、成长性、以及市场认可度三个维度对符合评选范 围的企业进行筛选,具体指标如下: | 评价纬度 | 评选指标 | 指标权重 | ...
中原证券晨会聚焦-20250702
Zhongyuan Securities· 2025-07-02 03:59
分析师:张刚 | 国内市场表现 | | | | | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | 上证指数 | | 3,457.75 | 0.39 | | 深证成指 | | 10,476.29 | 0.11 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 3,942.76 | 0.17 | | 上证 | 50 | 2,443.97 | -0.52 | | 科创 | 50 | 891.46 | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | 中证 | 100 | 3,733.15 | 0.09 | | 中证 | 500 | 5,934.67 | 0.33 | | 中证 | 1000 | 6,116.76 | 0.33 | | 国证 | 2000 | 7,801.23 | 0.58 | | 资料来源:Wind,中原证券 | | | | 国际市场表现 | 指数名称 | | 收盘 | 涨跌幅(%) | | --- | --- | --- | --- | | 道琼斯 | | 30,7 ...
陈刚会见华友集团董事长陈雪华、华泰集团党委书记李建华
Guang Xi Ri Bao· 2025-07-02 02:36
7月1日,自治区党委书记、自治区人大常委会主任陈刚在南宁会见华友控股集团董事长陈雪华、华 泰集团有限公司党委书记李建华一行。 自治区党委常委、自治区常务副主席许永锞,自治区党委常委、秘书长周异决,华泰集团有限公司 总裁魏文光等参加会见。(陈贻泽 罗昌亮) 陈刚表示,广西处在起势发展的关键阶段,迎来了历史最好发展时期,正深入贯彻落实习近平总书 记关于广西工作论述的重要要求,抢抓国家实施人工智能能力建设普惠计划、高水平共建西部陆海新通 道等重大机遇,持续扩大对内对外开放,积极拥抱人工智能时代,因地制宜发展新质生产力,加快构建 现代化产业体系,扎实推动高质量发展。化工是广西的传统优势产业。华友集团、华泰集团在锂电池新 能源材料、化工新材料产业领域具有雄厚实力,广西欢迎华友集团、华泰集团等有实力的企业加大在桂 投资发展。希望双方进一步加强对接,拓展合作领域,在保护好生态环境的前提下,加快推进在建项目 建设和新签约项目落地,共同开拓东盟市场,实现互利共赢、共同发展。广西将进一步优化营商环境, 积极做好服务保障。 陈雪华、李建华分别介绍了各自企业发展和产业布局情况。他们表示,广西区位优势明显,发展前 景广阔,对深耕广西充 ...
儋州打造科技创新与产业创新融合发展“样板间”
Hai Nan Ri Bao· 2025-07-02 01:44
儋州打造科技创新与产业创新融合发展"样板间" 为产业发展插上科技"翅膀" 海南日报全媒体记者 吴心怡 近日,海南澳斯卡国际粮油有限公司(以下简称澳斯卡粮油)的生产车间如往常有序运转。不难发现,这 里是一个"矛盾"的地方:这里是繁忙的,机器轰鸣不停,经过灌装、打包等工序,一桶接一桶的花生油、山 柚油等产品从生产线走向全国市场;这里又是空旷的,偌大的车间只有几名员工"在岗",主要负责关注设备运 转情况。 空旷的澳斯卡粮油生产车间是儋州打造科技创新与产业创新融合发展"样板间"的生动缩影。儋州依托现 有产业基础和政策优势,打造自由贸易港科技成果转化高地,建设自由贸易港人才集聚高地,加强区域科技 创新协同合作,全力塑造高质量发展的新动能、新优势。 科技绘就工业转型新图景 "澳斯卡粮油管理运营系统将信息化和工业化深度融合,融入了AI和算力等多项技术,提前设定程序,监 测产品参数异常波动,实现工厂的数字化、可视化。"澳斯卡粮油董事长张慧介绍。 据介绍,澳斯卡粮油的生产线高度自动化,只需通过数字化程序设置,原料就能从筒仓经输送设备进入 预处理和浸出车间,再进入精炼厂车间和包装油车间——几乎不需要工人参与,智能化生产就能自动完 ...
斯瑞新材:政策助力登陆科创板的跃升之路_陕西日报数字报-群众新闻网
Shan Xi Ri Bao· 2025-07-01 20:39
Core Viewpoint - The article highlights the significant support from the Shaanxi provincial government in accelerating the development of Sui Rui New Materials Co., Ltd. through innovative policies and financial assistance, enabling the company to quickly expand its market presence and achieve growth. Group 1: Land Acquisition and Project Approval - The "standard land + commitment system" pilot policy implemented by the government has effectively reduced the time from land acquisition to project commencement by half [1][2] - The government has streamlined the approval process, allowing Sui Rui New Materials to receive all necessary permits on the same day as land acquisition, shortening the construction cycle by nearly 40% [2][3] Group 2: Financial Support and Innovation - The establishment of a "government-bank-enterprise" platform has facilitated special loans for Sui Rui New Materials, enabling the company to import advanced machinery and significantly improve product quality [4] - The company is projected to achieve a revenue of 1.33 billion yuan in 2024, reflecting a year-on-year growth of 12.78% [4] Group 3: Capital Market Development - Sui Rui New Materials successfully listed on the Sci-Tech Innovation Board on March 16, 2022, enhancing its competitiveness and brand influence in the industry [5] - The "listing doubling plan" initiated by Shaanxi provided essential guidance and support during the complex listing process, helping the company navigate regulatory challenges [5][6]