证券代码：688503 证券简称：聚和材料 公告编号：2025-030 常州聚和新材料股份有限公司 关于2024年限制性股票激励计划首次授予部分 第一个归属期符合归属条件的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、本次激励计划批准及实施情况 （一）本次激励计划的主要内容 计划（草案）》（以下简称"《激励计划（草案）》"）的相关规定，本次激励 计划拟授予的限制性股票总量为 380.00 万股，约占本次激励计划草案公告时公 司总股本 24,203.3643 万股的 1.57%。其中，首次授予 358.60 万股，约占本次激 励计划草案公告时公司总股本的 1.48%，约占本次激励计划拟授予权益总额的 约占本次激励计划拟授予权益总额的 5.63%。 本次激励计划首次授予的限制性股票的归属安排如下表所示： 归属期 归属期间 归属比例 自首次授予之日起 12 个月后的首个交易日起至首次授 第一个归属期 40% 予之日起 24 个月内的最后一个交易日当日止 自首次授予之日起 24 个月后的首个交易日起至首次授 第二个归属 ...

Group 1: Acquisition and Strategic Intent - The company plans to acquire 60% of Zhejiang Suote Material Technology Co., Ltd. for RMB 696 million, which will not constitute a major asset restructuring [1] - Following the acquisition, Zhejiang Suote will become a subsidiary, allowing the company to control the former DuPont Group's Solamet photovoltaic silver paste business [1] - This acquisition aligns with national strategies for industrial integration and high-quality economic development, enhancing the company's competitive edge and knowledge base [1] Group 2: Performance Guarantees - The controlling shareholder, Mr. Shi Weili, voluntarily commits to performance compensation for Zhejiang Suote, ensuring that the cumulative audited net profit for 2025-2027 meets RMB 287 million [2] - This commitment reflects the shareholder's confidence in Zhejiang Suote's growth and demonstrates responsibility towards the interests of the listed company and minority investors [2] Group 3: Technological Advancements - Solamet has over 40 years of experience in the electronic paste industry and has pioneered the industrialization of N-type battery technology [3] - The introduction of Pb-Te-O patented glass material technology in 2011 has significantly improved solar cell efficiency by reducing contact and series resistance [3] - Solamet has been a leader in technological innovation, recently achieving industry-first solutions in laser carrier injection metallization (LECO) for TOPCon batteries [4] Group 4: Market Position and Product Development - Solamet is one of the few manufacturers with mature research capabilities in raw material performance mechanisms and product formulations, contributing to the industry's technological advancements [4] - The company is actively developing new battery technologies, including HJT, BC, and perovskite tandem cells, to maintain its competitive edge [5] - The acquisition will enable collaborative research and innovation, enhancing the company's product offerings and optimizing its product structure [5] Group 5: Financial Performance - In 2024, the company reported revenue of RMB 15.351 billion, a year-on-year increase of 59.85%, outperforming many peers [6] - The net cash flow from operating activities reached approximately RMB 939 million, reflecting significant improvements in profitability and operational efficiency [6] - The company sold 2,037.69 tons of photovoltaic conductive silver paste, with 89.10% of sales attributed to N-type TOPCon battery products, reinforcing its market leadership [6] Group 6: Semiconductor Business Growth - The semiconductor electronic business achieved revenue of RMB 14.1127 million in 2024, a year-on-year increase of 56.73% [7] - The company is developing high-reliability semiconductor packaging materials and enhancing market presence through partnerships and promotional events [7] - Continuous optimization of sales channels and professional training for the sales team are driving rapid growth in the semiconductor sector [7]

证券代码：300842 证券简称：帝科股份 无锡帝科电子材料股份有限公司 投资者关系活动记录表 编号：2025-005 | 投资者关系活 | 特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 业绩说明会 | | | □新闻发布会 路演活动 | | | ☑其他（电话会议） 现场参观 | | 参与单位名称 | 具体名单详见附件 | | 时间 | 2025年4月29日 | | 地点 | 进门财经（https://www.comein.cn/home/index） | | 上市公司接待 人员姓名 | 董事、副总经理、财务总监：王姣姣女士 | | | 副总经理、董事会秘书：彭民先生 | | | 应用技术部&市场部副总经理：南亚雄先生 | | | 一、简要介绍2025年第一季度公司经营情况 | | | 2025年第一季度，公司实现营业收入40.56亿元，同比增 | | | 长11.29%，环比增长5.6%；其中实现主营业务收入30.53亿元， | | | 同比下降8.06%，环比下降4.02%。归属于上市公司股东的净利 | | 投资者关系活 | 润3462.79万元，同比下降 ...

4月28日晚间，帝科股份（300842）(300842.SZ)发布2025年第一季度业绩报告。公司实现营业收入40.56 亿元，同比增长11.29%，环比上年第四季度增长5.58%；实现归属于上市公司股东的净利润3462.79万 元，归属于上市公司股东的扣除非经常性损益的净利润6462.66万元，环比增长104.9%。 帝科股份是国内光伏导电银浆产业领先企业，在全球范围内，公司也已经跻身成为光伏导电银浆供应链 龙头企业，享有较高的品牌声誉和市场认知度，尤其是在N型TOPCon浆料领域。同时公司积极布局系 列低银金属化新技术以应对未来市场变化，以"可靠、可量产、可负担"为目标，针对TOPCon、TBC等 高温电池，公司系统性推出了高铜浆料设计，使用专门设计的超低银含高温共烧种子层浆料和独家设计 的高铜浆料进行协同联用的方案设计，具有稳健的可靠性和良好的大规模供应能力，直接兼容 TOPCon/TBC产线设备，可落地性强，在今年下半年有望推动大规模量产。 2025年以来，光伏行业迎来政策与市场双重驱动。国家层面连续出台政策文件，从电价市场化改革 到"沙戈荒"新能源基地建设，为行业注入长期发展动能。与此同时，产业链中 ...