证券代码：000969 证券简称：安泰科技 公告编号：2025-060 安泰科技股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 特别提示： 1、本次回购注销限制性股票涉及 4 人，回购注销限制性股票 198,700 股， 占回购注销前公司总股本 1,050,718,097 股的 0.0189%； 2、本次限制性股票回购价格为 3.90 元/股，回购价款合计为 774,930.00 元。 3、截至本公告披露日，公司已在中国证券登记结算有限责任公司深圳分公 司完成上述限制性股票回购注销手续。本次回购注销完成后，公司股本总数由 1,050,718,097 股变更至 1,050,519,397 股。 一、本次激励计划已履行的相关审批程序 1、2022 年 12 月 30 日，公司召开第八届董事会第十一次临时会议，审议通 过了《关于<安泰科技股份有限公司限制性股票激励计划（草案）>及其摘要的 议案》《关于<安泰科技股份有限公司限制性股票激励计划管理办法>的议案》 《关于<安泰科技股份有限公司限制性股票激励计划实施考核管 ...

Core Viewpoint - Company produces a range of products applicable in the semiconductor field, including high-temperature heating elements, sputtering targets, and precision diamond tools [1] Group 1: Product Applications - Integrated circuit equipment products include high-temperature heating elements and structural materials [1] - Products for semiconductor applications also encompass refractory metal sputtering targets and tungsten-molybdenum materials for ion implanters [1] - Company’s offerings extend to sapphire crystal growth furnaces and electronic packaging thermal sinks [1] Group 2: Nuclear Power and Fusion - In the nuclear power sector, the company primarily serves domestic clients and does not currently engage in overseas markets [1] - Products have been successfully applied in the controlled nuclear fusion project in France, specifically the WEST project [1]

Group 1 - The company, Antai Technology, primarily produces niobium products, focusing on pure niobium and alloys [2] - These products can be manufactured into thin plates and complex-shaped components [2] - Applications of these niobium products include thermal protection and structural materials in the aerospace and aviation industries [2]

Group 1 - The core viewpoint of the article is that aerospace remains a significant market for the company, with various products already applied in this sector [2] - The company has developed several products including refractory alloys, soft magnetic alloys, precision alloys, and strips that are utilized in the aerospace industry [2]

Market Overview - On December 26, the metal new materials sector rose by 0.03% compared to the previous trading day, with Shenzhen Xinxing leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Stock Performance - Shenzhen Xinxing (603978) closed at 31.71, with a significant increase of 9.99% and a trading volume of 297,800 shares [1] - Youyan Powder Materials (688456) saw a rise of 5.36%, closing at 75.49 with a trading volume of 126,400 shares [1] - Other notable performers include: - Shangda Co., Ltd. (301522) up 3.43% at 39.80 [1] - Antai Technology (000969) up 1.33% at 20.64 [1] - Zhengke Materials (600255) up 0.75% at 4.01 [1] Fund Flow Analysis - The metal new materials sector experienced a net outflow of 446 million yuan from institutional investors, while retail investors saw a net inflow of 537 million yuan [2] - The overall fund flow indicates a mixed sentiment, with institutional investors withdrawing capital while retail investors are actively buying [2] Individual Stock Fund Flow - Shenzhen Xinxing (603978) had a net inflow of 213 million yuan from institutional investors, but a net outflow of 89.12 million yuan from retail investors [3] - Antai Technology (000969) reported a net inflow of 56.89 million yuan from institutional investors, while retail investors had a net outflow of 89.80 million yuan [3] - Other stocks like Longmag Technology (300835) and Dadi Bear (688077) also showed varied fund flows, indicating differing investor sentiments across the sector [3]

Group 1 - The company has approved the repurchase and cancellation of 198,700 restricted stocks from four incentive recipients as part of its stock incentive plan [1] - Following the cancellation, the company's registered capital will decrease from 1,050,718,097 yuan to 1,050,519,397 yuan [1] - Creditors are notified that they have 45 days from the announcement date to request debt repayment or guarantees due to the reduction in registered capital [2] Group 2 - Creditors must provide valid documents proving the existence of the debt relationship when claiming their rights [3] - The location for debt claim registration is specified as Beijing, Haidian District, Xueyuan South Road 76 [3] - The claim period starts from December 24, 2025, and lasts for 45 days during working hours [3]

安泰科技股份有限公司 关于回购注销部分限制性股票通知债权人的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 证券代码：000969 证券简称：安泰科技 公告编号：2025-059 安泰科技股份有限公司（以下简称"公司"）分别于 2025 年 10 月 28 日、 2025 年 11 月 14 日召开公司第九届董事会第六次会议、2025 年第一次临时股东 会，审议通过了《关于安泰科技股份有限公司回购注销限制性股票激励计划部分 限制性股票及调整回购价格的议案》，同意回购注销公司限制性股票激励计划 4 名激励对象已获授但尚未解除限售的合计 198,700 股的限制性股票。 具体内容详见公司于 2025 年 10 月 30 日、2025 年 11 月 15 日在巨潮资讯网 （www.cninfo.com.cn）上的相关公告。 二、需债权人知晓的相关信息 公司回购注销部分股权激励限制性股票注销完成后，公司注册资本金将减少 198,700 元，由 1,050,718,097 元变更为 1,050,519,397 元（具体以实际核准的 注销股数为准）。 鉴于公司本次回 ...

Investment Rating - The report assigns an "Accumulate" rating for the controllable nuclear fusion industry [5]. Core Insights - The controllable nuclear fusion industry is experiencing a significant acceleration in bidding, with major contracts focusing on components such as magnets and power supplies. The total amount of contracts awarded has exceeded 1 billion RMB [3][4]. - Trump Media Technology has announced a final merger agreement with TAE Technologies, valued at over 6 billion USD, aimed at building large fusion power plants to meet energy demands driven by artificial intelligence [4][18]. - The U.S. Department of Energy has invested 87 million USD to promote the application of artificial intelligence in fusion energy research, indicating a strong governmental push towards technological advancements in this field [24]. Summary by Sections Market Performance - During the week of December 15-19, the nuclear fusion index fell by 0.59%, underperforming the broader market by 0.62 percentage points [8][11]. Bidding and Contract Information - The report highlights that the bidding activity has significantly increased, with major contracts awarded primarily for magnets and power supplies. Notable companies involved in recent contracts include Aike Saibo and Qifan Cable [4][10]. Domestic and International News - Gyro Swin, an AI tool developed by a research team, has achieved a 1000-fold increase in the speed of 5D plasma modeling, reducing computation time from days to seconds [13]. - Thea Energy has unveiled the Helios concept design for a commercial fusion power station, which aims to simplify the manufacturing of complex magnetic fields necessary for plasma confinement [16][17]. Investment Dynamics - The merger between Trump Media Technology and TAE Technologies is expected to facilitate the construction of the first utility-scale fusion power plant, with an initial capacity of 50 MW and plans for future expansion [19][23]. - The report emphasizes the importance of focusing on key components such as magnets, power supplies, and other critical systems within the controllable nuclear fusion sector, identifying several key domestic suppliers [27].

Group 1 - The core viewpoint of the article highlights that aerospace is a significant market for the company, with multiple refractory alloy products from Antai Tianlong being utilized in aerospace and satellite industries [1] - The company identifies commercial aerospace as a target area for future business expansion, although it currently has not established any order business in this sector [1]

Group 1 - The core viewpoint of the article is that Antai Technology is focusing on the aerospace sector, particularly commercial aerospace, as a future business expansion area [2][3] - Antai Technology's product line includes several refractory alloy products that are already applied in aerospace and satellite industries [2] - Currently, the company has not yet established any order business related to commercial aerospace [2]