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【阿科力(603722.SH)】COC项目通过验收评审,正式进入稳定生产放量阶段——公告点评(赵乃迪/周家诺)
光大证券研究· 2025-07-01 13:47
点击注册小程序 查看完整报告 公司"年产10000吨高透光材料新建项目"分为两期,一期项目实为生产环烯烃单体5000吨,二期项目则是 将一期项目所生产的环烯烃单体生产合成为环烯烃聚合物(即COC)。公司COC项目于2024年9月进入试 生产阶段,截至2025年5月,根据公司在上证e互动所披露的消息,公司COC产品仍存在批次的稳定性问 题,部分批次存在微黄现象。而根据本次公告,公司上述项目已正式进入生产阶段,已产出COC合格产 品。因此说明公司COC试生产过程中的批次稳定性问题已得到解决,后续COC将迎来稳定的规模化放量。 公司发布限制性股票激励计划,以COC产品业务进度等作为考核依据 6月23日,公司发布《2025年限制性股票激励计划(草案)》。公司拟向22名激励对象授予限制性股票203 万股,激励对象包括公司董事、高级管理人员、核心技术(生产)人员、子公司核心人员,对应授予价格 为22.17元/股。本次限制性股票激励计划的考核年度为2025-2027年,并分别以公司环烯烃单体及聚合物、 高耐热树脂等核心产品的业务进展以及归母净利润作为考核目标。6月30日,公司进一步发布上述计划的 草案修订稿,并在业绩考核目 ...
阿科力: 无锡阿科力科技股份有限公司2025年限制性股票激励计划实施考核管理办法
Zheng Quan Zhi Xing· 2025-06-23 17:09
Core Viewpoint - The company plans to implement a restricted stock incentive plan for 2025 to attract and retain talent, aligning the interests of shareholders, the company, and core team members for long-term development and sustainable growth [1][2]. Group 1: Assessment Objectives - The purpose of the assessment is to evaluate the performance of directors, senior management, and core personnel to ensure the smooth implementation of the incentive plan and promote the company's sustainable development [1]. Group 2: Assessment Principles - The evaluation must adhere to principles of fairness, openness, and impartiality, closely linking the incentive plan to the performance and contributions of the incentivized individuals to maximize overall company performance and shareholder interests [2]. Group 3: Assessment Scope - The assessment applies to all participants in the incentive plan, excluding independent directors and shareholders holding more than 5% of the company's shares [2]. Group 4: Assessment Organization - The assessment will be led and organized by designated leaders, who will also oversee the execution of the assessment results [2]. Group 5: Assessment Indicators and Standards - The performance assessment for the incentive plan will occur annually from 2025 to 2027, with specific performance targets set for each year to unlock the restricted stocks [3]. Group 6: Assessment Period and Frequency - Each accounting year during the incentive plan will have one assessment, with the previous year's performance being the basis for unlocking the restricted stocks [4]. Group 7: Assessment Procedures - The Human Resources Department will be responsible for the assessment work, compiling results into a performance report for the board of directors to determine unlocking qualifications and quantities [4]. Group 8: Management of Assessment Results - Assessed individuals have the right to know their results, and any disputes can be resolved through communication with the Human Resources Department or by appealing to the Compensation and Assessment Committee [4].