科威尔技术股份有限公司发布股东减持股份计划，涉及控股股东及员工持股平台
要点概述
- 减持主体： 合肥合涂股权投资合伙企业（有限合伙）（“合涂投资”）和合肥京坤股权投资合伙企业（有限合伙）（“京坤投资”），均为公司员工持股平台，实际控制人为公司控股股东、实控人傅仕涛。
- 持股比例： 截至公告披露日，两者合计持有公司3.33%的股份，均为IPO前取得，已经于2024年3月11日解禁。
- 本次减持计划： 两者计划合计减持不超过2,272,493股（占公司总股本的2.70%），其中合涂投资不超过1,118,728股（1.33%），京坤投资不超过1,153,765股（1.37%）。集中竞价减持合计不超过公司总股本的1%，大宗交易不超过2%。
- 减持期间： 自本公告披露之日起15个交易日后的3个月内（2026年6月8日至2026年9月7日）。
- 减持价格： 按市场价格确定，减持数量如遇公司股份变动事项将相应调整。
- 减持原因： 股东自身资金需求。
对投资者的关键提示
- 影响公司股权结构： 本次减持属于控股股东及其实控人控制的员工持股平台的减持，虽然减持比例较小，但涉及公司实际控制人傅仕涛，属于高管及员工持股平台的重要动作。
- 减持行为已符合相关承诺： 所有相关股东均承诺在锁定期和减持价格等方面遵守法律法规及未违反此前承诺。
- 不影响公司控制权： 减持后，公司控制权不会发生变化，但大股东及员工持股平台的减持行为可能会引发市场对公司未来发展的关注。
- 减持计划的不确定性： 减持计划实施存在不确定性，具体减持数量、价格及时间需视市场情况而定，存在减持不达计划数额的可能。
- 减持合规性： 本次减持严格按照《证券法》、《科创板股票上市规则》、《减持管理办法》等相关法律法规执行，未出现不得减持的情形。
- 潜在价格压力： 此次公告涉及的减持股份数量较大，若集中在短期内抛售，可能会对公司股价形成一定的压力，需引起投资者警惕。
详细内容解读
一、减持主体及减持计划详情
合涂投资和京坤投资分别持有公司1.90%和1.43%的股份，合计3.33%，均为公司员工持股平台，实际控制人为傅仕涛。二者计划在2026年6月8日至2026年9月7日，通过集中竞价和大宗交易方式减持不超过2,272,493股（合涂投资1,118,728股，京坤投资1,153,765股），分别占公司总股本的1.33%和1.37%。
集中竞价减持总数不超过总股本的1%，大宗交易不超过2%。减持价格将按照市场价格确定，若公司发生送红股、转增股本等事项，减持数量将相应调整。
二、历史减持记录
公告还披露了2025年两家公司曾分别减持过992,468股和920,256股，减持比例分别为1.18%和1.09%，减持价格区间为37.55-42.22元/股（合涂投资）和37.55-41.88元/股（京坤投资）。
三、大股东及高管承诺履行情况
报告详细列举了控股股东、实际控制人、员工持股平台、董事及核心技术人员对持股及减持的相关承诺，包括锁定期、减持价格、减持比例、限制期、信息披露等。承诺内容均符合相关法规和监管要求。
四、重大风险提示
- 本次减持为员工持股平台和实控人资金需求所致，不会对公司治理和经营造成重大不利影响。
- 减持计划存在实施不确定性，减持最终数量和价格视市场情况而定。
- 减持期间相关股东将严格履行信息披露义务，确保合规操作。
- 公司控制权不会因本次减持计划发生变化。
投资者须关注的潜在影响
由于本次减持涉及公司控股股东及实控人控制的员工持股平台，减持股份数量占公司总股本2.7%，可能对公司股价带来一定压力。投资者需密切关注后续减持进展及市场反应，理性评估公司基本面与市场情绪。
免责声明
本文根据公司公告内容整理，仅为投资者提供信息参考，不构成任何投资建议。投资决策需综合自身风险承受能力和市场行情，股市有风险，投资需谨慎。
English Version
Cowell Technology Announces Shareholder Share Reduction Plan Involving Controlling Shareholder and Employee Shareholding Platforms
Key Points Overview
- Share Reduction Entities: Hefei Hetu Equity Investment Partnership (L.P.) (“Hetu Investment”) and Hefei Jingkun Equity Investment Partnership (L.P.) (“Jingkun Investment”). Both are employee shareholding platforms, and the actual controller is controlling shareholder Mr. Fu Shitao.
- Shareholding Ratio: As of the announcement date, the two entities hold a combined 3.33% of the company (all pre-IPO shares, unlocked on March 11, 2024).
- This Reduction Plan: The two plan to reduce up to 2,272,493 shares (2.70% of total share capital), with Hetu Investment up to 1,118,728 shares (1.33%) and Jingkun Investment up to 1,153,765 shares (1.37%). Reduction through centralized bidding will not exceed 1% of total share capital, block trading not exceeding 2%.
- Reduction Period: Within three months, starting from the 15th trading day after this disclosure (June 8, 2026 – September 7, 2026).
- Reduction Price: Determined by market price; quantity will be adjusted if there are equity changes such as bonus shares/stock splits.
- Reason: Shareholders’ own funding needs.
Key Highlights for Investors
- Impact on Equity Structure: This reduction involves the actual controller and is an important move by the company’s major shareholders and employee shareholding platforms.
- Compliance with Previous Commitments: All relevant shareholders have made commitments regarding lock-up periods, reduction price, and regulatory compliance, without breaching previous promises.
- No Change in Control: The reduction will not result in a change of control, but may attract market attention regarding the company’s future.
- Uncertainty of Execution: The actual number, price, and timing of share reduction are subject to market conditions, and the reduction may not reach the planned amount.
- Regulatory Compliance: The reduction strictly adheres to relevant laws and regulations with no violations found.
- Potential Price Pressure: The relatively large quantity of shares to be reduced within a short period may exert pressure on the share price.
Detailed Content Interpretation
1. Entities and Plan Details
Hetu and Jingkun Investment hold 1.90% and 1.43% of shares respectively (total 3.33%), both controlled by Mr. Fu Shitao. The reduction is planned from June 8, 2026, to September 7, 2026, through both centralized bidding and block trading, with respective upper limits. Price will be determined by market value, and share quantities will be adjusted for any equity changes.
2. Historical Share Reduction
In 2025, both entities reduced 992,468 and 920,256 shares respectively, at prices between 37.55 and 42.22 yuan/share (Hetu) and 37.55 and 41.88 yuan/share (Jingkun).
3. Shareholder and Executive Commitments
The report details the commitments of controlling shareholders, actual controllers, employee shareholding platforms, directors, and core technicians regarding lock-up periods, reduction restrictions, information disclosure, etc. All comply with regulatory requirements.
4. Major Risk Notice
- The reduction is driven by the funding needs of employee shareholding platforms and the actual controller, with no major impact on the company’s governance or operations.
- The actual reduction amount and price are uncertain and subject to market conditions.
- Shareholders will strictly fulfill information disclosure obligations, ensuring regulatory compliance.
- The reduction will not trigger a change in company control.
Potential Impact Investors Should Watch
Given the involvement of controlling shareholders and the size of the reduction (2.7% of total shares), there may be downward pressure on the stock price. Investors should closely monitor the follow-up implementation and market response.
Disclaimer
This article is based on the company’s disclosed information and is for reference only. It does not constitute investment advice. Investment decisions should consider individual risk tolerance and market conditions. Stock market investments carry risks; proceed with caution.
