Market Overview - The ground weaponry sector experienced a decline of 2.18% on September 5, with Changcheng Military Industry leading the drop [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Changcheng Military Industry (601606) saw a significant drop of 8.71%, closing at 53.55, with a trading volume of 1.0733 million shares and a transaction value of 58.21 billion [2] - Other notable performers included: - Muka Technology (000576) increased by 2.28% to 10.76 [1] - Tianzao Equipment (300922) rose by 2.15% to 24.25 [1] - Guangdian Co. (600184) gained 1.14% to 17.76 [1] Capital Flow Analysis - The ground weaponry sector experienced a net outflow of 228 million from institutional investors and 317 million from speculative funds, while retail investors saw a net inflow of 545 million [2] - Detailed capital flow for selected stocks includes: - Muka Technology had a net inflow of 10.95 million from institutional investors [3] - Inner Mongolia First Machinery (600967) saw a net outflow of 13.6 million from speculative funds [3] - ST Emergency (300527) had a net inflow of 649.55 million from retail investors [3]

Core Viewpoint - The company, Northern Optoelectronics Co., Ltd., has announced a share buyback plan by its controlling shareholder, Northern Optoelectronics Group Co., Ltd., with a total intended investment of 50 million yuan over a 12-month period starting from December 19, 2024 [2]. Group 1: Buyback Plan Details - The controlling shareholder plans to increase its stake in the company through the Shanghai Stock Exchange, utilizing either centralized bidding or block trading methods [2]. - As of September 4, 2025, the controlling shareholder has acquired a total of 2,057,400 shares, representing 0.35% of the company's total equity, with a total transaction amount of approximately 24.95 million yuan [2]. - The company expresses confidence in its ongoing healthy development and recognizes its value, leading to the continuation of the buyback plan [2]. Group 2: Implementation Progress - From September 2 to September 4, 2025, the controlling shareholder purchased an additional 137,000 shares, accounting for 0.02% of the total shares, with a total investment of approximately 2.53 million yuan [2]. - The buyback plan is subject to potential risks due to unpredictable changes in the capital market, which may affect the timely completion of the plan [3]. Group 3: Regulatory Compliance - The buyback actions comply with relevant laws and regulations, including the Securities Law of the People's Republic of China and the rules of the Shanghai Stock Exchange [4]. - The company will continue to monitor the implementation of the buyback plan and fulfill its information disclosure obligations as required by applicable regulations [4].

Fundraising Overview - The company has received approval from the China Securities Regulatory Commission to issue 73,966,642 A-shares at a price of RMB 13.79 per share, raising a total of RMB 1,019,999,993.18, with a net amount of RMB 1,009,449,486.02 after deducting issuance costs [1][2] Fund Management and Regulatory Compliance - A four-party supervision agreement for the management of the raised funds has been signed between the company, its wholly-owned subsidiary, the sponsor, and a bank, ensuring compliance with relevant regulations [1][3] - The special account for the raised funds is exclusively for the digital R&D and manufacturing capacity construction project of precision-guided products and cannot be used for other purposes [3][4] Cash Management Procedures - The company can manage temporarily idle funds in cash management products, provided it complies with regulatory requirements and informs the sponsor of the details [4][5] - The bank is required to provide monthly account statements to the sponsor, and any significant withdrawals must be reported promptly [6][8] Agreement Terms and Conditions - The agreement will remain effective until all funds are fully utilized and the sponsor's supervision period ends, with provisions for dispute resolution through arbitration [7][8][9]

Fundraising Overview - The company has received approval from the China Securities Regulatory Commission to issue 73,966,642 A-shares at a price of RMB 13.79 per share, raising a total of RMB 1,019,999,993.18, with a net amount of RMB 1,009,449,486.02 after deducting issuance costs [1][2] Fund Management Agreement - A four-party supervision agreement for the special fundraising account has been signed between the company, its wholly-owned subsidiary, the sponsor, and the bank to ensure proper management and usage of the raised funds [1][2] - The funds will be specifically used for the digital R&D and manufacturing capability construction project of precision-guided products [2][3] Cash Management Provisions - The company is allowed to temporarily store idle funds in cash management products, provided that these do not affect the normal investment plans of the raised funds [3][4] - The bank is required to provide monthly updates on the status of the cash management products to the sponsor [4] Compliance and Oversight - The sponsor is responsible for ongoing supervision of the fundraising management in accordance with relevant regulations and guidelines [4][5] - Any changes in the sponsor's representatives must be communicated to all parties involved, ensuring transparency and compliance [5][6] Dispute Resolution - Any disputes arising from the agreement will be resolved through arbitration in Beijing, with the arbitration conducted in Chinese [6]

（文章来源：证券日报） 证券日报网讯 9月4日晚间，光电股份发布公告称，自2025年9月2日至2025年9月4日，公司控股股东北 方光电集团有限公司（以下简称"光电集团"）累计增持公司股份137，000股，占公司股份总数的 0.02%，增持金额为2，526，543元；自2025年4月9日至2025年9月4日，光电集团累计增持公司股票2， 057，400股，占公司总股本0.35%，累计成交金额24，951，377元。基于对公司持续健康发展的信心和 价值的认可，光电集团将继续实施增持计划。 ...

Group 1 - The company announced the signing of a "Four-party Supervision Agreement for Special Fund Storage" with its wholly-owned subsidiary and the underwriter to regulate the management and use of raised funds [2] - The agreement aims to protect the legitimate rights and interests of investors in accordance with relevant laws and regulations [2] - The signing of the agreement was authorized by the company's shareholders' meeting and board of directors [2]

证券代码：600184 证券简称：光电股份 公告编号：临 2025-41 北方光电股份有限公司 控股股东增持股份进展的自愿性进展公告 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、准确性和完整性承担法律责任。 重要内容提示： ? 已披露增持计划情况：北方光电股份有限公司（以下简称"公司"）于 2024 年 司控股股东北方光电集团有限公司（以下简称"光电集团"）拟自 2024 年 12 月 19 日 起 12 个月内通过上海证券交易所交易系统以集中竞价或大宗交易方式增持公司股份， 拟增持金额为 5,000 万元。 ? 增持计划的实施进展：自 2025 年 9 月 2 日至 2025 年 9 月 4 日，光电集团累计 增持公司股份 137,000 股，占公司股份总数的 0.02%，增持金额为 2,526,543 元；自 司总股本 0.35%，累计成交金额 24,951,377 元。基于对公司持续健康发展的信心和价 值的认可，光电集团将继续实施增持计划。 ? 本次增持计划可能存在因资本市场发生变化等目前尚无法预判的因素，导致增 持计划无法按期完成的风 ...

证券代码：600184 证券简称：光电股份 公告编号：临 2025-41 北方光电股份有限公司 控股股东增持股份进展的自愿性进展公告 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、准确性和完整性承担法律责任。 重要内容提示： 已披露增持计划情况：北方光电股份有限公司（以下简称"公司"）于 2024 年 12 月 19 日披露了临 2024-42 号《关于控股股东及其一致行动人增持计划的公告》，公 司控股股东北方光电集团有限公司（以下简称"光电集团"）拟自 2024 年 12 月 19 日 起 12 个月内通过上海证券交易所交易系统以集中竞价或大宗交易方式增持公司股份， 拟增持金额为 5,000 万元。 增持计划的实施进展：自 2025 年 9 月 2 日至 2025 年 9 月 4 日，光电集团累计 增持公司股份 137,000 股，占公司股份总数的 0.02%，增持金额为 2,526,543 元；自 2025 年 4 月 9 日至 2025 年 9 月 4 日，光电集团累计增持公司股票 2,057,400 股，占公 司总股本 0.35%，累计 ...

格隆汇9月4日丨光电股份(600184.SH)公布，自2025年9月2日至2025年9月4日，光电集团累计增持公司 股份137,000股，占公司股份总数的0.02%，增持金额为2,526,543元；自2025年4月9日至2025年9月4日， 光电集团累计增持公司股票2,057,400股，占公司总股本0.35%，累计成交金额24,951,377元。基于对公 司持续健康发展的信心和价值的认可，光电集团将继续实施增持计划。 ...

Group 1 - The company announced that its controlling shareholder, Northeast Optoelectronics Group Co., Ltd., increased its stake by 137,000 shares from September 2 to September 4, 2025, at a cost of 2.5265 million yuan [1] - From April 9 to September 4, 2025, the total shares acquired amounted to 2.0574 million, representing 0.35% of the company's total share capital, with a cumulative transaction amount of 24.9514 million yuan [1] - The share buyback plan, which commenced on December 19, 2024, aims to invest 50 million yuan over a 12-month period, and the company stated it will continue to implement this buyback plan [1]