日盈电子晚间公告，控股股东、实际控制人是蓉珠持有公司无限售条件流通股2167.5万股，占总股本 18.4632%，拟自披露日起15个交易日后3个月内，集中竞价减持不超117.4万股（1%），大宗交易减持 不超234.79万股（2%），合计减持不超352.19万股（3%），减持期为2026年3月23日～2026年6月22 日，任意连续90日集中竞价减持不超1%。 ...

日盈电子公告，控股股东、实际控制人是蓉珠持有公司无限售条件流通股2167.5万股，占总股本 18.4632%，拟自披露日起15个交易日后3个月内，集中竞价减持不超117.4万股（1%），大宗交易减持 不超234.79万股（2%），合计减持不超352.19万股（3%），减持期为2026年3月23日～2026年6月22 日，任意连续90日集中竞价减持不超1%。 ...

Core Viewpoint - The humanoid robot sector is expected to gradually converge by 2026, with Tesla's Optimus moving from the laboratory phase to mass production, highlighting the need to focus on mass production certainty and new technological directions for efficiency improvement or significant cost reduction [1][2]. Industry Core Changes - The humanoid robot industry in 2025 saw significant order placements, primarily from government, data collection, and life service scenarios, with companies like Yuzhu, Zhiyuan, and UBTECH leading in shipment volumes [2]. - The prices of core robot components have significantly decreased due to industrial capital support, although there is still room for improvement in precision and lifespan [2]. - The model end has confirmed the correct path for VLA, with some models beginning to show intelligence, but the lack of sufficient data has prevented the formation of a scaling law cycle in the short term [2]. 2026 Strategy Outlook - The successful iteration of Tesla's Optimus is expected to lead to a large-scale production year in 2026, with key focus areas including Tier 1 suppliers, lead screws, and harmonic reducers, as the supply chain enters a contraction phase [3]. - For flexible robot targets, attention should be paid to technological iterations and cost reduction, with key drivers including improvements in dexterous hands, motors, and lightweight materials [3]. Investment Recommendations - For certainty in direction, focus on Tier 1 suppliers such as Sanhua Intelligent Control and Top Group, lead screws from Hengli Hydraulic and Zhejiang Rongtai, and harmonic reducers from Lide Harmonic and Siling Intelligent Drive [4]. - For technological transformation and cost reduction, key companies to watch include Zhaowei Electromechanical and Hanwei Technology for dexterous hands and electronic skin, Hengshuai Co. and Buke Co. for motors, and Hengbo Co. and Xingyuan Zhuomei for lightweight materials [4].

Core Viewpoint - Daying Electronics is actively confirming demand for its electronic skin products with both domestic and international clients in the embodied intelligence sector, while adhering to confidentiality and compliance requirements for information disclosure [1] Group 1 - The company is engaged in sample production and delivery to clients [1] - The construction of the company's North American factory is progressing smoothly [1]

江苏日盈电子股份有限公司 2026 年第一次临时股东会会议资料 江苏日盈电子股份有限公司 2026 年第一次临时股东会会议资料 二零二六年二月 1 江苏日盈电子股份有限公司 2026 年第一次临时股东会会议资料 | 目录 | | --- | | 2026 年第一次临时股东会会议议程 | | 3 | | --- | --- | --- | | 2026 年第一次临时股东会会议须知 | | 5 | | 2026 年第一次临时股东会会议议案 | | 7 | | 议案一：《关于回购注销部分限制性股票与注销部分股票期权的议案》 | | 7 | | 议案二：《关于变更公司注册资本及修订<公司章程>的议案》 | | 8 | 2 江苏日盈电子股份有限公司 2026 年第一次临时股东会会议资料 江苏日盈电子股份有限公司 2026 年第一次临时股东会会议议程 一、会议时间： 1、现场会议召开时间为：2026 年 2 月 27 日 13 时 30 分。 2、网络投票的系统、起止日期和投票时间： ①网络投票系统：上海证券交易所股东会网络投票系统 ②网络投票起止时间：自 2026 年 2 月 27 日至 2026 年 2 月 27 日 ...

江苏日盈电子股份有限公司 2026 年第一次临时股东会会议资料 江苏日盈电子股份有限公司 2026 年第一次临时股东会会议资料 二零二六年二月 1 江苏日盈电子股份有限公司 2026 年第一次临时股东会会议资料 | 目录 | | --- | | 2026 | 年第一次临时股东会会议议程 3 | | --- | --- | | 2026 | 年第一次临时股东会会议须知 5 | | 2026 | 年第一次临时股东会会议议案 7 | | | 议案一：《关于回购注销部分限制性股票与注销部分股票期权的议案》 7 | | | 议案二：《关于变更公司注册资本及修订<公司章程>的议案》 8 | 2 江苏日盈电子股份有限公司 2026 年第一次临时股东会会议资料 江苏日盈电子股份有限公司 2026 年第一次临时股东会会议议程 一、会议时间： 1、截止 2026 年 2 月 13 日下午收市后在中国证券登记结算有限责任公司上 海分公司登记在册的本公司股东。因故不能亲自出席会议的股东，可以委托授权 代理人参加会议，代理人可以不是本公司股东。 2、公司董事、高级管理人员。 1、现场会议召开时间为：2026 年 2 月 27 日 13 ...

Group 1 - The core viewpoint of the news is that Jiangsu Riying Electronics Co., Ltd. has seen a significant increase in its stock price, rising by 5.04% to 73.35 yuan per share, with a total market capitalization of 8.611 billion yuan [1] - The company, established in August 1998 and listed in June 2017, is a leading domestic supplier of automotive parts, focusing on products such as automotive wiring harnesses, washing systems, automotive electronics, and precision injection molding [1] - The revenue composition of the company includes automotive parts at 47.62%, short transportation parts at 32.95%, smart home sensors at 13.13%, and other components at 4.10% [1] Group 2 - According to data, a fund under Founder Fubon has a significant holding in Riying Electronics, with the Founder Fubon Xinhong Mixed A Fund holding 414,600 shares, representing 2.88% of the fund's net value [2] - The Founder Fubon Xinhong Mixed A Fund has experienced a year-to-date loss of 2.2% and a one-year return of 57.8%, ranking 1072 out of 8127 in its category [2] - The fund manager, Li Chaoyu, has been in position for over five years, with the fund's total asset size at 999.7 million yuan [3]

Group 1 - The company announced a board meeting on February 6, 2026, to review the proposal for repurchasing and canceling certain restricted stocks and stock options due to the departure of incentive targets [2] - The company plans to repurchase a total of 2,500 restricted stocks that have not yet been released from the lock-up period [2] - The company intends to cancel 2,500 stock options that have been granted but not yet exercised [2]

Core Viewpoint - Jiangsu RY Electronics Co., Ltd. plans to repurchase and cancel restricted stocks held by a departing incentive target due to personal reasons, in compliance with relevant regulations [1][2][4] Group 1: Background of the Event - The repurchase and cancellation of stocks is triggered by the departure of one incentive target, which falls under the provisions of the company's incentive plan regarding changes in personal circumstances [2] - According to the incentive plan, if an incentive target resigns or does not renew their labor contract, their unvested restricted stocks cannot be released from restrictions and must be repurchased by the company at the grant price [2] Group 2: Specifics of the Repurchase Plan - The repurchase price for the restricted stocks is set at 9.92 yuan per share, with funding sourced from the company's own funds [3] - The specific number of stocks to be repurchased has not been disclosed, but the operation will not affect the company's stock distribution or the implementation of the incentive plan [3] Group 3: Compliance of Procedures - The repurchase and cancellation have been approved by the board of directors and will require further approval from the shareholders' meeting [4] - The legal opinion confirms that the necessary internal approval processes have been followed and that the actions comply with relevant laws and regulations [4] Group 4: Impact Analysis - The repurchase and cancellation are aimed at ensuring the effectiveness and seriousness of the equity incentive plan, thereby protecting the legitimate rights and interests of the company and its shareholders [5] - This action reflects the company's governance standards and transparency [5] Group 5: Conclusion - The compliance and necessity of the repurchase and cancellation are deemed significant for the long-term development of the company [6][8]

证券代码：603286 证券简称：日盈电子 公告编号：2026-005 江苏日盈电子股份有限公司 关于 2024 年限制性股票与股票期权激励计划项下 部分限制性股票回购注销及股票期权注销的公告 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、准确性和完整性承担法律责任。 江苏日盈电子股份有限公司（以下简称"公司"）于 2026 年 2 月 6 日召开第 五届董事会第十二次会议，审议通过了《关于回购注销部分限制性股票与注销部 分股票期权的议案》，根据上述议案，因激励对象离职，根据《上市公司股权激 励管理办法》《江苏日盈电子股份有限公司 2024 年限制性股票与股票期权激励 计划》（以下简称"《激励计划》"）的相关规定，公司拟回购尚未解除限售的限 制性股票合计 2,500 股；拟注销已获授尚未行权的股票期权 2,500 份，现将有关 事项说明如下： 一、已履行的决策程序情况 1、2024 年 4 月 23 日，公司召开第四届董事会第十三次会议，审议通过了 《关于<江苏日盈电子股份有限公司 2024 年限制性股票与股票期权激励计划（草 案）>及其摘要的议案》《关于 ...