Company Overview - Full Name: Chengdu Chengdian Guangxin Technology Co., Ltd [1] - Abbreviation: Chengdian Guangxin [1] - Stock Code: 920008.BJ [1] - IPO Application Date: September 27, 2023 [1] - Listing Date: August 29, 2024 [1] - Listing Board: Beijing Stock Exchange [1] - Industry: Computer, Communication, and Other Electronic Equipment Manufacturing [1] - IPO Sponsor: GF Securities [1] - Legal Advisor: Beijing Guofeng Law Firm [1] - Audit Firm: Shinewing Certified Public Accountants [1] Disclosure and Compliance - Required to supplement disclosures regarding procurement from Shenzhen Aisen Vision, including product details, procurement amounts, and market application evidence [1] - Multiple warnings received for disclosure violations and other regulatory issues, including a warning for sensitive period trading on October 13, 2023 [2] IPO Performance - IPO underwriting and sponsorship fees amounted to 9.5118 million yuan, with a commission rate of 8.99%, higher than the average of 7.71% [5] - On the first day of trading, the stock price increased by 101.00% compared to the issue price [6] - Over the first three months post-listing, the stock price rose by 255.80% from the issue price [7] Financial Metrics - The company's issuance price-to-earnings ratio is 15.15 times, significantly lower than the industry average of 31.64 times, representing 47.88% of the industry mean [8] - Expected fundraising was 166 million yuan, but actual fundraising was only 106 million yuan, a decrease of 36.38% [9] - For the year 2024, the company reported a 29.07% year-on-year increase in operating revenue and an 11.66% increase in net profit attributable to shareholders [9] Overall Assessment - Chengdian Guangxin's IPO project received a total score of 67.5, classified as D-level, indicating concerns regarding disclosure quality and regulatory compliance despite strong short-term profitability [10]

Summary of Key Points Core Viewpoint - Chengdian Guangxin (920008) has shown a positive trend in financing activities, with a net financing purchase of 114.26 million yuan on August 11, 2025, and a total net purchase of 623.0 million yuan over the last three trading days [1][2]. Financing Activities - On August 11, 2025, the financing balance reached 3341.28 million yuan, reflecting a 3.54% increase from the previous day [3][4]. - The financing net purchases for the last few trading days are as follows: - August 11: 114.26 million yuan - August 8: 41.14 million yuan - August 7: 467.60 million yuan - August 6: -269.78 million yuan - August 5: -369.54 million yuan [2][4]. Market Position - The financing balance on August 11 accounted for 2.51% of the circulating market value, indicating a growing interest from investors [2][4]. - The overall trend in financing activities shows fluctuations, with notable increases on certain days, particularly August 7, which saw a significant rise of 17.20% in the financing balance [4].

（一） 股东因以下原因披露减持计划实施结果： 证券代码：920008 证券简称：成电光信 公告编号：2025-051 成都成电光信科技股份有限公司 股东减持股份结果公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 一、 减持主体减持前基本情况 | 股东名称 | 股东身份 | 持股数量 | 持股比例 | 当前持股股份来源 | | --- | --- | --- | --- | --- | | | | （股） | （%） | | | 鲍永明 | 持股 5%以上 | 4,662,500 | 7.31% | 北交所上市前取得 | | | 股东 | | | | 二、 减持计划的实施结果 √减持计划实施完毕 □减持时间区间届满 | | | 减持 | | | | | | | 减 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 数量 | | | | | | | 持 | | | | 股 | | 占总 | 减 | | ...

Market Overview - The Shanghai Composite Index is at 3570.20 points, above the six-month moving average, with a change of 0.29% [1] - The total trading volume of A-shares today is 15610.05 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 61 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Huabei Mining: 8.00% deviation rate, with a price increase of 8.60% [1] - Hengjin Induction: 7.25% deviation rate, with a price increase of 8.04% [1] - Shanmei International: 7.00% deviation rate, with a price increase of 10.04% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Juhua Technology: minor deviation rate [1] - *ST Chuntian: minor deviation rate [1] - Hanzhong Precision Machinery: minor deviation rate [1]

信永中和会计师事务所 ShineWing certified public accountants 9/F, Block A, Fu Hua Mansion, No.8, Chaoyangmen Beidajie, Dongcheng Dist ric t, Beij ing , 100027, P.R.China 传真： facsimile： +86(010)6554 7190 +86(010)6554 7190 信永中和会计师事务所（特殊普通合伙） 关于成都成电光信科技股份有限公司 2024 年年报问询函之回复 XYZH/2025BJAG1F0490 成都成电光信科技股份有限公司 北京证券交易所： 贵所于 2025 年 6 月 18 日出具的《关于对成都成电光信科技股份有限公司的 年报问询函》（（年报问询函 2025】第 010 号）（（下简称 "年报问询函"）已收 悉，成都成电光信科技股份有限公司（下简称 公司、成电光信）对问询函所涉 事项进行了逐项落实，信永中和会计师事务所（特殊普通合伙）（下简称 我们、 本所）作为成电光信年报审计的会计师，对需要我们发表意见的事项进行了核查。 提供真实、完整的相关财 ...

成都成电光信科技股份有限公司 对北京证券交易所 2024 年年报问询函的回复公告 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。 成都成电光信科技股份有限公司（以下简称"公司"）于 2025 年 6 月 18 日收 到北京证券交易所上市公司管理部下发的《关于对成都成电光信科技股份有限公 司的年报问询函》（年报问询函【2025】第 010 号）（以下简称"《问询函》"）。 公司对《问询函》所列问题进行了认真分析及核查，为进一步补充和完善《问询 函》的回复内容，本着认真落实核查工作并确保回复内容及后续信息披露的真实、 准确、完整，公司向北京证券交易所上市公司管理部申请了延期回复，现已完成 相关核查工作，具体回复公告如下： 问题 1.关于经营业绩 2022-2024 年，你公司营业收入分别为 1.69 亿元、2.16 亿元、2.79 亿元，营 收增长率分别为 39.43%、27.72%、29.07%；归母净利润分别为 3,362.16 万元、 4,504.47 万元、5,029.61 万元。分产品看，网络总线 ...

证券代码：920008 证券简称：成电光信 公告编号：2025-048 成都成电光信科技股份有限公司 持股 5%以上股东权益变动达到 1%的提示性公告 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。 成都成电光信科技股份有限公司（以下简称"公司"）接到持股 5%以上股东 鲍永明先生通知，鲍永明先生于 2025 年 6 月 26 日通过集中竞价交易累计减持公 司股票 919,492 股，占公司总股本的 1.4423%。 二、本次权益变动情况 | 股东名称 | 变动方式 | 减持股数（股） | 减持比例 | | --- | --- | --- | --- | | 鲍永明 | 集中竞价 | 919,492 | 1.4423% | 三、本次权益变动前后，信息披露义务人及其一致行动人拥有上市公司权 益的股份情况 | 股东 名称 | 股份性质 | | 本次权益变动前持有股份 | | 本次权益变动后持有股份 | | --- | --- | --- | --- | --- | --- | | | | 股数（股） | 占 ...

Group 1: Investor Relations Activity - The investor relations activity was categorized as a specific object survey [3] - The event took place on June 5, 2025, at the company's conference room [3] - Attendees included representatives from Huayuan Securities, Kaiyuan Securities, and Yangtze Securities [3] Group 2: Product Pricing and Profitability - The company uses provisional pricing for certain products, which is common in the industry [3][4] - The gross margin for established products is relatively stable, while new models may have lower margins affecting overall profitability [5] - The company experienced a significant decline in first-quarter performance compared to the previous year due to fewer deliveries of non-standard products [6] Group 3: Market Expansion and Opportunities - Defense equipment trade exports could positively impact the company's business development [7] - The company is exploring opportunities in the civilian market, particularly in LED dome display systems and TSN network technology [8] - In the naval sector, the company has developed products that meet the higher demands of new-generation ships, establishing a competitive advantage [9][10] Group 4: Collaboration and Supply Chain - The company requires military qualifications for external manufacturers involved in the production of airborne and naval products [11] - There are currently no plans for upstream acquisitions due to the company's existing business model and product characteristics [11]

证券代码：920008 证券简称：成电光信 公告编号：2025-046 成都成电光信科技股份有限公司 持股 5%以上股东拟减持股份的预披露公告（再次披露） 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 一、 减持主体的基本情况 | 股东名称 | 股东身份 | | 持股数量 | 持股比例 | 当前持股股份来源 | | --- | --- | --- | --- | --- | --- | | | | | （股） | （%） | | | 鲍永明 | 持股 | 5%以 | 4,662,500 | 7.31% | 北交所上市前取得 | | | 上股东 | | | | | 二、 本次减持计划的主要内容 | | | 计划减 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 计划减持 | 持数量 | 减持 | 减持 | 减持价格 | 拟减持 | 拟减持 | | | 数量 | 占总股 | | | | 股份来 | | | 称 | | | 方式 | 期间 ...

（一）会议召开情况 1.会议召开时间：2025 年 5 月 20 日 2.会议召开地点：成都市高新西区天辰路 88 号 7 栋 1 单元 5 楼第一会议室 证券代码：920008 证券简称：成电光信 公告编号：2025-044 成都成电光信科技股份有限公司 2024 年年度股东会决议公告 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 本次股东会的召集、召开程序符合《公司法》及《公司章程》的规定，合 法有效。 （二）会议出席情况 出席和授权出席本次股东会的股东共 9 人，持有表决权的股份总数 33,918,178 股，占公司有表决权股份总数的 53.20%。 其中通过网络投票参与本次股东会的股东共 2 人，持有表决权的股份总数 4,747,575 股，占公司有表决权股份总数的 7.45%。 （三）公司董事、监事、高级管理人员出席或列席股东会情况 1.公司在任董事 9 人，出席 9 人； 2.公司在任监事 3 人，出席 1 人，监事李建建、杨晓龙因异地出差缺席； 3.会议召开方式： ...