Core Viewpoint - As of August 22, the total margin financing and securities lending balance on the Beijing Stock Exchange (BSE) decreased to 7.338 billion yuan, marking a reduction of 169 million yuan from the previous trading day, with financing balance also declining for two consecutive trading days [1] Financing and Margin Trading Summary - The financing balance on the BSE was 7.337 billion yuan, down 169 million yuan from the previous day, while the securities lending balance was 47.57 million yuan, a decrease of 278,000 yuan [1] - The stocks with the highest financing balances included Jinbo Biological, Shuguang Digital Innovation, and Ailun Software, with financing balances of 339 million yuan, 213 million yuan, and 189 million yuan respectively [1] - The average ratio of financing balance to circulating market value for these stocks was 1.25%, with the highest ratios seen in Wanyuantong, Juneng Co., and Kobal, at 4.47%, 3.91%, and 3.56% respectively [1] Industry Performance Summary - Among the stocks with net financing purchases exceeding 1 million yuan, the mechanical equipment, electronics, and power equipment sectors were the most represented, with 10, 6, and 5 stocks respectively [2] - On August 22, stocks with net financing purchases over 1 million yuan saw an average increase of 7.39%, with notable gainers including Nengzhiguang, Gebijia, and Hualing Co., which rose by 344.38%, 4.65%, and 2.17% respectively [2] - Conversely, 25 stocks experienced declines, with the largest drops seen in Chunguang Intelligent, Guoyuan Technology, and Qiule Seed Industry [2] Trading Activity Summary - The weighted average turnover rate for stocks with net financing purchases over 1 million yuan was 5.12%, with the highest turnover rates recorded for Nengzhiguang, Jiaoda Tifa, and Guoyuan Technology at 73.08%, 16.80%, and 15.65% respectively [2] - The average daily turnover rate for BSE stocks on that day was 5.01% [2]

Group 1 - The semiconductor industry is experiencing a significant upturn, with a rising index since August, indicating strong investment enthusiasm and potential benefits for related semiconductor materials [2][10][12] - Semiconductor materials are essential for the production of semiconductor devices and integrated circuits, and their technological advancements and localization processes directly influence the global industry landscape [10][13] - Companies such as Geberit and Jiasian Co. are highlighted as key investment targets, with Geberit increasing R&D investments and achieving technological breakthroughs, while Jiasian Co. is expanding its product range in photolithography materials [2][15][20] Group 2 - The North Exchange chemical new materials sector saw a weekly increase of 4.49%, with all five major industries experiencing growth [3][28] - The sub-sectors within the chemical new materials industry showed varied performance, with non-metal materials leading at +7.10%, followed by textile manufacturing and chemical products [27][30] - Notable individual stock performances included Geberit (+21.29%), Minshida (+9.85%), and Tiangong Co. (+8.58%), indicating strong market interest in these companies [30][33] Group 3 - Yinuowei reported a significant increase in performance for the first half of 2025, with revenue reaching 3.55 billion yuan, a year-on-year growth of 6.98%, and net profit increasing by 54.98% [4][57] - The company attributes its growth to stable operations and increased cash flow from operating activities, reflecting a robust business model [57] - Other companies in the sector, such as Kelong New Materials and Huachang Polymer, also reported varying performance metrics, with Kelong maintaining stable revenue and Huachang showing a 26.83% increase in revenue [4][57]

Investment Rating - The report maintains a rating of "Accumulate" for the company [1] Core Views - The company's semiconductor layout has shown initial success, while the special glass segment is yet to take off [1] - The company has experienced a decline in overall business, particularly in the sales of nano-microcrystalline glass and special functional glass, which needs improvement [7] - The optical glass segment has seen significant revenue growth, with a 17.19% increase year-on-year, and an improvement in gross margin [7] - The company is expanding into the semiconductor industry, leveraging its optical glass as a foundational material for emerging applications [7] - Research and development efforts are being intensified, with significant progress in semiconductor applications and the establishment of a new subsidiary to enhance R&D capabilities [7] Financial Summary - Revenue projections for 2025 and 2026 are estimated at 631.33 million and 832.19 million respectively, with a forecasted net profit of 74.13 million and 127.19 million [1][8] - The company's earnings per share (EPS) is projected to be 0.51 in 2025 and 0.88 in 2026, with a price-to-earnings (P/E) ratio of 87.80 and 51.17 respectively [1][8] - The company has a total market capitalization of 6,508.35 million and a circulating A-share market value of 6,300.57 million [5]

证券代码：835438 证券简称：戈碧迦 公告编号：2025-105 湖北戈碧迦光电科技股份有限公司 第五届董事会第十一次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 8 月 22 日 2.会议召开地点：湖北戈碧迦光电科技股份有限公司会议室 3.会议召开方式：现场+通讯 4.发出董事会会议通知的时间和方式：2025 年 8 月 11 日以通讯方式发出 5.会议主持人：虞国强 6.会议列席人员：公司监事、高级管理人员 7.召开情况合法、合规、合章程性说明： 本次会议召集、召开和表决程序均符合《中华人民共和国公司法》等法律、 行政法规以及《公司章程》、《董事会议事规则》的有关规定，所作决议合法有 效。 （二）会议出席情况 会议应出席董事 9 人，出席和授权出席董事 9 人。 董事周楷唐、周二华、高祀建、周堃、孙道文因出差以通讯方式参与表决。 二、议案审议情况 （一）审议通过《关于公司 2025 年半年度报告及其摘要的 ...

中信建投证券股份有限公司关于 湖北戈碧迦光电科技股份有限公司 使用部分闲置募集资金进行现金管理的核查意见 中信建投证券股份有限公司（以下简称"中信建投"或"保荐机构"）作为 湖北戈碧迦光电科技股份有限公司（以下简称"戈碧迦"或"公司"）向不特定 合格投资者公开发行股票并在北京证券交易所上市的保荐机构，根据《证券发行 上市保荐业务管理办法》《北京证券交易所上市公司持续监管办法（试行）》《北 京证券交易所股票上市规则》《北京证券交易所证券发行上市保荐业务管理细则》 等有关规定，对戈碧迦使用部分闲置募集资金进行现金管理事项进行核查，具体 情况如下： 一、募集资金基本情况 2024 年 2 月 1 日，中国证券监督管理委员会做出《关于同意湖北戈碧迦光 电科技股份有限公司向不特定合格投资者公开发行股票注册的批复》（证监许可 〔2024〕223 号），同意公司向不特定合格投资者公开发行股票的注册申请。 2024 年 3 月 13 日，公司向不特定合格投资者公开发行人民币普通股 20,000,000 股（超额配售选择权行使前），每股面值为人民币 1.00 元，每股发 行价格为人民币 10.00 元，共募集资金总额为人民币 ...

证券代码：835438 证券简称：戈碧迦 公告编号：2025-110 湖北戈碧迦光电科技股份有限公司 使用部分闲置募集资金现金管理公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 一、募集资金基本情况 2024 年 3 月 13 日，湖北戈碧迦光电科技股份有限公司发行普通股 20,000,000 股，发行方式为向不特定合格投资者公开发行，发行价格为 10 元/ 股，募集资金总额为 200,000,000.00 元，实际募集资金净额为 176,533,660.38 元，到账时间为 2024 年 3 月 15 日。公司因行使超额配售选择权取得的募集资金 净额为 27,734,700.00 元，到账时间为 2024 年 4 月 24 日。行使超额配售选择权 后，公司本次发行股份总计 23,000,000 股，募集资金净额总计为 204,268,360.38 元，超募资金为 4,268,360.38 元。 二、募集资金使用情况 （一）募集资金使用情况和存储情况 截至 2025 年 6 月 30 日，公司上述 ...

证券代码：835438 证券简称：戈碧迦 公告编号：2025-109 湖北戈碧迦光电科技股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 一、募集资金基本情况 经中国证券监督管理委员会证监许可[2024]223 号文《关于同意湖北戈碧 迦光电科技股份有限公司向不特定合格投资者公开发行股票注册的批复》同意 注册，湖北戈碧迦光电科技股份有限公司（以下简称"公司"）向不特定合格投 资者公开发行人民币普通股 2,000 万股（超额配售选择权行使前），每股面值 人民币 1.00 元，发行价格为每股人民币 10.00 元，募集资金总额为人民币 200,000,000.00 元，扣除与发行有关的费用人民币 23,466,339.62 元，实际募 集资金净额为人民币 176,533,660.38 元。上述募集资金已于 2024 年 3 月 15 日到位，经大华会计师事务所（特殊普通合伙）验证，并由其出具大华验字 [2024]0011000112 号《验 ...

证券代码：835438 证券简称：戈碧迦 公告编号：2025-106 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 8 月 22 日 2.会议召开地点：湖北戈碧迦光电科技股份有限公司会议室 3.会议召开方式：现场 湖北戈碧迦光电科技股份有限公司 第五届监事会第十一次会议决议公告 本公司及监事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 4.发出监事会会议通知的时间和方式：2025 年 8 月 11 日以通讯方式发出 5.会议主持人：张江蓉 6.召开情况合法、合规、合章程性说明： 本次会议召集、召开和表决程序均符合《中华人民共和国公司法》等法律、 行政法规以及《公司章程》、《监事会议事规则》的有关规定，所作决议合法有 效。 （二）会议出席情况 会议应出席监事 3 人，出席和授权出席监事 3 人。 监事张江蓉因出差以通讯方式参与表决。 二、议案审议情况 （一）审议通过《关于公司 2025 年半年度报告及其摘要》议案 1.议案内容： 根据《北京证券交易所股票上市规则》《公开发行证券的公司信 ...

Core Viewpoint - The optical and optoelectronic sector experienced a significant increase, with a 2.03% rise on August 22, led by Helitai's strong performance [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3825.76, up 1.45% [1] - The Shenzhen Component Index closed at 12166.06, up 2.07% [1] - Helitai (002217) led the sector with a closing price of 3.07, reflecting a 10.04% increase [1] Group 2: Stock Performance - The following stocks showed notable gains: - Chanzhan Optoelectronics (003019) closed at 43.55, up 8.60% [1] - Chenglai Optics (688502) closed at 438.00, up 8.01% [1] - Wavelength Optoelectronics (301421) closed at 89.77, up 7.10% [1] - Lianjian Optoelectronics (300269) closed at 5.83, up 6.97% [1] - Fuzhen Technology (002222) closed at 44.48, up 5.63% [1] - Aobi Zhongguang (688322) closed at 83.28, up 5.38% [1] - Gebijia (835438) closed at 45.00, up 4.65% [1] - Fuguang Co., Ltd. (688010) closed at 34.74, up 4.45% [1] - Tianshan Electronics (301379) closed at 27.76, up 4.13% [1] Group 3: Capital Flow - The optical and optoelectronic sector saw a net inflow of 889 million yuan from main funds [3] - Retail investors contributed a net inflow of 54.79 million yuan, while speculative funds experienced a net outflow of 944 million yuan [3]

Core Viewpoint - The North Exchange 50 index reached a historical high of 1637.50 points on August 19, 2025, marking the first time it surpassed the 1600-point threshold, with a cumulative increase of approximately 12.21% in August 2025 [1][2]. Company Summaries HaiNeng Technology - HaiNeng Technology reported a total revenue of approximately 1.36 million yuan for the first half of 2025, representing a year-on-year growth of 34.87%, and a net profit of approximately 547.15 thousand yuan, marking a year-on-year increase of 139.03% [3][6]. - The company specializes in the manufacturing of scientific instruments, with a gross margin of 75.45%. The organic element analysis series contributed over 30% of its revenue, amounting to approximately 0.46 billion yuan [3][5]. - HaiNeng Technology is developing an instrument control system based on the domestic "Hongmeng" operating system, with initial tests conducted in June 2025 and plans for broader implementation within the year [6][7]. GeBiJia - GeBiJia, a national-level specialized "little giant" enterprise, focuses on the research, manufacturing, and sales of optical glass and special functional glass, with a total revenue of approximately 5.66 billion yuan in 2024 [10][11]. - The company's optical glass products accounted for about 66% of its revenue, while revenue from special functional glass products saw a significant decline of 67.63% [10][11]. - GeBiJia's products are widely used in various applications, including security monitoring, consumer electronics, and automotive lenses, with a focus on the consumer electronics sector for future development [10][12]. Market Performance - Both HaiNeng Technology and GeBiJia experienced significant stock price increases in August 2025, with HaiNeng Technology's stock reaching a historical high of 46.98 yuan and a trading volume of 11.22 billion yuan [7][9]. - GeBiJia's stock also saw a notable increase, with a cumulative price deviation of 44.54% from August 15 to August 18, 2025 [13].