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Express News | The PCB sector strengthened, driven by surging demand for computing power that significantly boosted electronic cloth prices.
Jiangnan New Materials (603124.SH): Proposes to launch a 2026 stock option incentive plan
Gelonghui, June 4 — Jiangnan New Materials Co., Ltd. (SHA: 603124) announced its 2026 Stock Option Incentive Plan. Under this plan, the company intends to grant no more than 1.8 million stock options to eligible participants, representing approximately 1.24% of the company's total share capital as of the date of the draft announcement. Of this amount, no more than 1.5 million options will be granted initially, accounting for approximately 1.03% of the company's total share capital as of the announcement date and 83.33% of the total proposed equity incentives; up to 0.3 million options are reserved for future grants, representing approximately 0.21% of the company's total share capital as of the announcement date and 16.67% of the total proposed equity incentives.
Jiangnan New Materials (603124) 2025 & 2026 Q1 Performance Review: Steady Growth Driven by Two Key Drivers - Transition from Copper Balls to Copper Powder and Structural Advancements in Computing Power Heat Dissipation
The company's performance in 2025 showed steady growth, with notable increases in copper powder and liquid cooling segments. In 2026, the PCB industry will enter a new cycle of innovative capacity expansion driven by demand from AI servers. Investment highlights: Investment recommendation: Maintain 'Buy' rating.
Jiangnan New Materials: Summary of the 2025 Annual Report
Jiangnan New Materials: First Quarter Report for 2026
Jiangnan New Materials: 2025 Annual Report