北方光电股份有限公司关于完成工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 经中国证券监督管理委员会《关于同意北方光电股份有限公司向特定对象发行股票注 册的批复》（证监许可〔2025〕1044 号）同意，北方光电股份有限公司（以下简称"公司"） 已完成向特定对象发行 A 股股票 73,966,642 股，公司注册资本由人民币 508,760,826 元增 加至 582,727,468 元；根据公司业务发展需要，结合工商备案登记对经营范围规范表述的 具体要求，对公司《章程》经营范围条款进行修订。以上事项已经公司第七届董事会第十 七次会议、2025 年第二次临时股东会审议通过，具体内容详见公司 2025 年 8 月 8 日披露 的临 2025-32 号《关于取消监事会、变更注册资本和经营范围暨修订公司<章程>及相关附 件的公告》、2025 年 8 月 26 日披露的临 2025-37 号《2025 年第二次临时股东会决议公告》。 近日，公司完成了工商变更登记及《章程》备案手续，并取得了湖北省襄阳市市场监 督管理 ...

Market Overview - The ground equipment sector increased by 2.45% on September 30, with Tianqin Equipment leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Top Performers in Ground Equipment Sector - Tianqin Equipment (300922) closed at 27.57, up 4.51% with a trading volume of 91,800 shares [1] - Beifang Navigation (600435) closed at 14.92, up 3.90% with a trading volume of 593,100 shares [1] - Zhongbing Hongjian (000519) closed at 18.34, up 2.92% with a trading volume of 439,900 shares [1] - Other notable performers include Beifang Changlong (301357) and Yuanke Shigong (688543), with increases of 2.91% and 2.87% respectively [1] Capital Flow Analysis - The ground equipment sector saw a net inflow of 318 million yuan from institutional investors, while retail investors experienced a net outflow of 333 million yuan [1] - The top stocks by net inflow from institutional investors include Zhongbing Hongjian (853.24 million yuan) and Changcheng Military Industry (680.32 million yuan) [2] - Retail investors showed significant outflows in stocks like Zhongbing Hongjian and Changcheng Military Industry, with outflows of 87.24 million yuan and 79.79 million yuan respectively [2]

Core Points - The company announced the results of the first vesting period for its 2024 restricted stock incentive plan, with a total of 381,972 shares vested [2][6] - The shares were sourced from the company's repurchase of its A-share common stock from the secondary market [2][6] - The company completed the transfer registration procedures for the vested shares on September 27, 2025 [8][9] Group 1: Incentive Plan Details - The decision-making process for the incentive plan was approved during the board and supervisory meetings held on July 10, 2024 [2][4] - The plan was publicly disclosed and no objections were raised during the internal announcement period [3][4] - The initial grant date was set for July 30, 2024, with a grant price of 18.19 yuan per share for 979,690 shares to 104 eligible participants [4][5] Group 2: Adjustments and Finalization - On July 17, 2025, the company adjusted the grant price to 17.89 yuan per share and granted an additional 235,400 shares to 7 participants [5] - The board confirmed the eligibility of participants for the first vesting period on September 10, 2025 [5][6] - The total funds received from participants for the vested shares amounted to 6,833,479.08 yuan [8]

Group 1 - The core point of the article is the disclosure of shareholding changes by Shanghai Integrated Circuit Industry Investment Fund Co., Ltd. and its acting in concert, Shanghai Technology Venture Investment (Group) Co., Ltd., regarding their reduction of shares in Shanghai Hehui Optoelectronics Co., Ltd. [1][2] - As of September 25, 2025, the Integrated Circuit Fund and Technology Venture Investment have cumulatively reduced their holdings by 91,945,671 shares, representing approximately 0.67% of the company's total share capital, decreasing their ownership from 11.59% to 10.92% [1][2] - The Integrated Circuit Fund had previously announced a plan on August 28, 2025, to reduce up to 276,188,752 shares, not exceeding 2.00% of the total share capital, with the reduction period set from September 18, 2025, to December 17, 2025 [2] Group 2 - The reduction of shares by Technology Venture Investment is part of its first public offering strategic placement shares, and according to relevant regulations, this reduction does not require prior disclosure [2] - The shareholding change does not trigger a mandatory tender offer and does not involve changes in the source of funds [2] - The reduction will not lead to changes in the company's controlling shareholder or actual controller, nor will it significantly impact the company's governance structure or ongoing operations [2][3]

Market Overview - The ground armament sector experienced a slight decline of 0.02% on September 26, with Changcheng Military Industry leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the ground armament sector included: - Beifang Changlong, up 3.11% to 117.50 [1] - Guoke Chegong, up 2.47% to 49.39 [1] - Beifang Navigation, up 1.84% to 14.39 [1] - Conversely, Changcheng Military Industry saw a decline of 0.93% to 42.44, with a trading volume of 499,800 shares and a transaction value of 2.163 billion [2] Capital Flow - The ground armament sector saw a net inflow of 119 million from institutional investors and 194 million from retail investors, while retail investors experienced a net outflow of 313 million [2] - The capital flow for individual stocks showed: - Beifang Changlong had a net inflow of 85.37 million from institutional investors [3] - Beifang Navigation had a net inflow of 49.70 million from institutional investors [3] - Changcheng Military Industry had a net outflow of 13.92 million from retail investors [3]

Group 1 - The core point of the announcement is that Xiamen Sanan Electronics Co., Ltd. has pledged part of its shares in Sanan Optoelectronics, resulting in a total of 606,750,000 shares pledged, which accounts for 49.99% of its holdings [2][3] - Sanan Electronics and its controlling shareholder, Fujian Sanan Group Co., Ltd., together hold 1,470,456,883 shares, representing 29.47% of the total share capital of the company. After the pledge, the total pledged shares amount to 734,950,000, which is approximately 49.98% of their combined holdings [2][3] - The pledged shares are not used as collateral for major asset restructuring performance compensation or other guarantees [2]

证券代码：688025 证券简称：杰普特 公告编号：2025-041 深圳市杰普特光电股份有限公司 实际控制人及其一致行动人、董事减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 一、减持主体减持前基本情况 ■ 上述减持主体存在一致行动人： ■ 二、减持计划的实施结果 ● 大股东及董监高持股的基本情况 本次减持计划实施前，深圳市杰普特光电股份有限公司（以下简称"公司"）持股5%以上股东厦门市同 聚同源咨询管理合伙企业（有限合伙）（以下简称"厦门同聚"）持有公司股份13,747,042股，占公司总 股本的比例为14.46%，为公司首次公开发行前取得的股份，该部分股份已于2023年5月4日起上市流 通。 公司控股股东、实际控制人、董事长黄治家先生持有公司股份19,853,220股，占公司总股本的比例为 20.89%，为公司首次公开发行前取得的股份，该部分股份已于2023年5月4日起上市流通。 公司副董事长、核心技术人员刘健先生持有公司股份3,074,260股，占公司总股本的比例为3.2 ...

Market Overview - The ground armament sector experienced a decline of 1.79% on September 25, with Jieqiang Equipment leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Individual Stock Performance - Jieqiang Equipment (300875) closed at 41.66, down 3.41% with a trading volume of 35,100 shares and a turnover of 148 million yuan [1] - Changcheng Military Industry (601606) closed at 42.84, down 2.79% with a trading volume of 330,700 shares and a turnover of 142.8 million yuan [1] - Ganhuakegong (000576) closed at 10.61, down 2.30% with a trading volume of 58,100 shares and a turnover of 62.24 million yuan [1] - Other notable declines include Inner Mongolia First Machinery (600967) down 2.02% and ST Emergency (300527) down 2.01% [1] Capital Flow Analysis - The ground armament sector saw a net outflow of 536 million yuan from institutional investors, while retail investors contributed a net inflow of 528 million yuan [1] - The table indicates that Jieqiang Equipment had a net outflow of 21.44 million yuan from institutional investors, while retail investors had a net inflow of 18.31 million yuan [2] - Other stocks like ST Emergency and Guangdian Co. also experienced significant net outflows from institutional investors, indicating a trend of institutional selling [2]

Group 1 - The third National Craftsman Innovation Exchange Conference and Forum opened on September 23, highlighting the importance of skilled craftsmen in various key sectors such as equipment manufacturing, energy chemistry, and aerospace [1] - Eight craftsmen from Shaanxi were recognized in the 2025 National Craftsman Talent List, including leaders from notable companies like China North Industries Group and China Aerospace Science and Technology Corporation [1] - A sub-forum for Shaanxi craftsmen was held on September 24 in Chongqing, focusing on the inheritance and innovative development of Shaanxi's craftsman culture [1] Group 2 - Over the years, Shaanxi has established more than 2,200 various innovation studios for model workers and craftsmen, gathering over 25,000 innovative talents [2] - Currently, Shaanxi boasts 15 National Craftsmen, 240 Qin craftsmen, and 1,170 municipal and industrial craftsmen [2]

Market Overview - The ground weaponry sector experienced a decline of 2.28% on September 24, with Changcheng Military Industry leading the drop [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Notable gainers in the ground weaponry sector included: - Muka Technology (Code: 000576) with a closing price of 10.86, up 2.74% [1] - Jieqiang Equipment (Code: 300875) with a closing price of 43.13, up 2.50% [1] - Zhongbing Hongjian (Code: 000519) with a closing price of 18.05, up 1.69% [1] - Changcheng Military Industry (Code: 601606) closed at 44.07, down 1.30% [2] Capital Flow Analysis - The ground weaponry sector saw a net outflow of 289 million yuan from institutional investors and 138 million yuan from retail investors, while retail investors had a net inflow of 427 million yuan [2] - The capital flow for individual stocks showed: - Jieqiang Equipment had a net inflow of 4.66 million yuan from institutional investors [3] - Zhongbing Hongjian experienced a net outflow of 33.57 million yuan from institutional investors [3] - ST Emergency (Code: 300527) had a significant net outflow of 21.29 million yuan from institutional investors [3]