Core Viewpoint - The first employee stock ownership plan of Chengdu Xuguang Electronics Co., Ltd. is set to expire on August 20, 2026, and the company has provided a detailed announcement regarding its status and future actions [1][7]. Group 1: Employee Stock Ownership Plan Overview - The employee stock ownership plan was approved by the board on June 14, 2019, and involved the acquisition of 15,281,000 shares through a non-trading transfer [1]. - The plan's duration was initially set for 60 months, from August 20, 2019, to August 20, 2024, but was extended to August 20, 2025, and then again to August 20, 2026, based on confidence in the company's future [2]. Group 2: Current Holdings and Status - As of the announcement date, the employee stock ownership plan has fully unlocked its three phases, holding 6,718,880 shares, which represents 0.81% of the total share capital [3]. Group 3: Plan Duration and Termination - The total duration of the employee stock ownership plan is 84 months, starting from the date of the last stock transfer to the plan [4]. - The plan will automatically terminate upon reaching the end of its duration, but it can be extended with the approval of two-thirds of the participating holders [5][6].

证券代码：600353 证券简称：旭光电子 公告编号：2026-009 成都旭光电子股份有限公司 关于第一期员工持股计划存续期即将届满 的提示性公告 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。 成都旭光电子股份有限公司（以下简称："公司"或"旭光电子"）第一期员工持股 计划（以下简称："本员工持股计划"、"员工持股计划"）的存续期将于 2026 年 8 月 20 日届满。根据中国证监会《关于上市公司实施员工持股计划试点的指导意见》《上海证 券交易所上市公司自律监管指引第 1 号——规范运作》等规定。现将相关情况公告如下： 一、本期员工持股计划的基本情况 三、员工持股计划的存续期及终止 （一）员工持股计划的存续期限 2019 年 6 月 14 日召开的第九届董事会第十次会议以及 2019 年 7 月 2 日召开的 2019 年第二次临时股东大会审议通过了《关于公司第一期员工持股计划（草案）及其摘 要的议案》及其相关议案，2019 年 8 月 19 日，本员工持股计划通过非交易过户的方式 获得公司回购专用证券账户所持有的公司股 ...

Group 1 - The core viewpoint of the news is that Xuguang Electronics has seen a significant increase in its stock price, rising by 5.05% to reach 19.14 CNY per share, with a trading volume of 649 million CNY and a turnover rate of 4.20%, resulting in a total market capitalization of 15.886 billion CNY [1] - Xuguang Electronics, established on February 28, 1994, and listed on November 20, 2002, is located in Chengdu, Sichuan Province. The company specializes in metal ceramic electric vacuum devices, high and low voltage power distribution equipment, and optoelectronic components [1] - The main revenue composition of Xuguang Electronics includes: vacuum arc extinguishing chambers (44.56%), other (18.09%), precision structural components for aerospace vehicles (13.28%), intelligent embedded computers (8.63%), new power and renewable energy equipment (6.78%), semiconductor packaging and thermal management nitride electronic materials (5.15%), high-power laser RF electronic tubes (3.03%), and others (0.47%) [1] Group 2 - Among the top circulating shareholders of Xuguang Electronics, one fund from Bosera Fund ranks as a significant stakeholder. The Bosera Huixing Return One-Year Holding Mixed Fund (011056) entered the top ten circulating shareholders in the third quarter, holding 3.7646 million shares, which accounts for 0.45% of the circulating shares [2] - The Bosera Huixing Return One-Year Holding Mixed Fund (011056) was established on January 14, 2021, with a latest scale of 4.39 billion CNY. Year-to-date, it has achieved a return of 7.93%, ranking 1427 out of 8994 in its category; over the past year, it has returned 56.41%, ranking 1005 out of 8194; and since inception, it has returned 12.04% [2] - The fund manager of Bosera Huixing Return One-Year Holding Mixed Fund (011056) is Wu Wei, who has a cumulative tenure of 12 years and 54 days. The total asset scale under his management is 4.798 billion CNY, with the best fund return during his tenure being 235.9% and the worst being -32.87% [2]

Investment Rating - The report maintains an "Outperform" rating for the power equipment and new energy industry [1]. Core Insights - The global sales of new energy vehicles are expected to maintain rapid growth by 2026, driving demand for batteries and materials [1]. - Recent fluctuations in material prices for power batteries warrant attention to the pricing situation along the supply chain [1]. - Solid-state batteries are entering a critical phase of engineering validation, with a focus on related materials and equipment companies [1]. - In the photovoltaic sector, "anti-involution" and "space photovoltaics" are identified as the two main investment themes for 2026, with increased demand for photovoltaic equipment [1]. - The domestic market is seeing a rise in high-power component demand, with downstream battery components relying on efficiency improvements for market clearing [1]. - Wind power demand is expected to continue growing, with recommendations to focus on wind turbines and offshore wind power [1]. - The energy storage sector remains highly prosperous, with a recommendation to pay attention to energy storage cells and large-scale integrated plants [1]. - Hydrogen energy is anticipated to open up demand for green hydrogen, with a focus on downstream hydrogen-based energy applications [1]. - Nuclear fusion is seen as a long-term catalyst for energy development, with recommendations to focus on core suppliers in the nuclear fusion power sector [1]. Summary by Sections Industry Performance - The power equipment and new energy sector rose by 2.2%, outperforming the Shanghai Composite Index, which fell by 1.27% [10]. - The photovoltaic sector saw the highest increase at 3.43%, while the wind power sector experienced a slight decline of 0.01% [13]. Key Industry Information - The China Passenger Car Association estimates that 900,000 new energy vehicles will be wholesaled in January 2026, a 1% year-on-year increase [27]. - Changan Automobile and CATL announced the global launch of the first sodium battery mass-produced passenger vehicle, expected to be available by mid-2026 [27]. - Tesla has achieved large-scale production of dry electrode technology [27]. - The domestic energy storage tender for January 2026 reached 36.3 GWh, with notable bidding scales in Ningxia, Hebei, and Xinjiang [27]. Company Developments - Foster is collaborating with professional institutions to invest in a private equity fund focused on flexible thin-film gallium arsenide battery companies [29]. - Guoxuan High-Tech plans to raise up to 5 billion yuan through a private placement for a 20 GWh power battery project [29]. - TCL Zhonghuan's subsidiary Maxeon Solar signed a patent licensing agreement with Aisuo, with a five-year licensing fee of 1.65 billion yuan [29].

长江商报消息 ●长江商报记者 张璐 旭光电子（600353.SH）加快扩产步伐。 2月3日，旭光电子发布定增预案，拟向特定对象发行股票募集资金总额不超过10亿元。扣除发行费用 后，募资净额将重点投向高压真空灭弧室扩能、前沿电子器件研发产业化及补充流动资金三大方向。 作为国内电真空器件领域的老牌龙头，旭光电子于2002年登陆上交所，拥有从陶瓷制造到成套电气的完 整产业链能力，在高压真空灭弧室、大功率电子管等领域技术积淀深厚，部分产品已打破国外技术垄 断，达到国际先进水平。 近年来，旭光电子业绩稳步攀升。公司披露的2025年业绩预告显示，全年预计实现归母净利润1.55亿元 至1.7亿元，同比增幅51.25%至65.89%；扣非后归母净利润预计1.12亿元至1.27亿元，同比增长30.12%至 47.55%。 数据显示，截至2025年9月末，旭光电子总资产达35.48亿元，同比增长9.6%，创历史新高。此次定增将 进一步助力公司在高端电力装备与前沿科技赛道实现产能、技术与市场的全面升级。 近四成募资押注高压真空灭弧室 2月3日，旭光电子披露定增预案，公司拟集资不超过10亿元，用于突破高压真空灭弧室产品产能瓶颈， 加 ...

2月3日晚间，成都旭光电子（600353）股份有限公司(以下简称"旭光电子")发布定增预案，拟向特定对 象发行股票募集资金总额不超过10亿元。扣除发行费用后，募资净额将重点投向高压真空灭弧室扩能、 前沿电子器件研发产业化及补充流动资金三大方向，精准契合我国"十五五"时期电力装备国产化与绿色 发展战略导向，借力政策东风谋求跨越式发展。 此次定增是旭光电子呼应国家战略的重要举措。2026年1月15日，国家电网明确"十五五"期间固定资产 投资预计达4万亿元，较"十四五"增长40%，重点聚焦新型电力系统构建与科技创新，带动电力装备产 业链上下游协同发展。与此同时，"十五五"规划建议提出培育未来产业，推动量子科技、生物制造等领 域成为新的经济增长点，为企业前沿布局指明方向。 聚焦高压装备扩能契合绿色低碳导向 据悉，旭光电子在该领域已具备深厚技术积累，其126kV产品已实现全球最大规模示范应用，是国际上 第二家成功研制、可规模化生产252KV单断口真空断路器的企业。 深圳中金华创基金董事长龚涛在接受《证券日报》记者采访时表示："旭光电子此次高压扩产项目精准 对接'十五五'特高压投资风口，加之2024年我国252kV真空灭 ...

本次向特定对象发行股票募集资金总额不超过人民币100,000.00万元（含本数），扣除相关发行费用 后的募集资金净额拟用于"高压（72.5kV 及以上）真空灭弧室扩能项目"、"等离子体加热大功率发射管、 回旋管及瞬态能量管理开关研发及产业化项目"、"补充流动资金项目"。 中国经济网北京2月4日讯 旭光电子(600353.SH)昨晚披露2026年度向特定对象发行A股股票预案，本 次发行的发行对象为不超过35名（含）符合中国证监会、上交所规定条件的特定投资者，包括符合规定 条件的证券投资基金管理公司、证券公司、信托公司、财务公司、保险公司、合格境外机构投资者以及 其他符合相关法律、法规规定条件的法人、自然人或其他机构投资者。其中，证券投资基金管理公司、 证券公司、理财公司、保险公司、合格境外机构投资者、人民币合格境外机构投资者以其管理的2只以上 产品认购的，视为一个发行对象；信托公司作为发行对象的，只能以自有资金认购。本次发行的所有发 行对象均以现金方式并以同一价格认购本次发行的股票。 本次发行的定价基准日为发行期首日，发行价格不低于定价基准日前20个交易日公司股票交易均价 的80%。 本次向特定对象发行的股票种 ...

Core Viewpoint - Company plans to raise up to 1 billion RMB through a private placement to fund expansion projects and working capital, with a focus on high-voltage vacuum arc extinguishing chambers and related technologies [2][3][4] Group 1: Fundraising Details - The company intends to issue shares to no more than 35 specific investors, with the total fundraising amount not exceeding 1 billion RMB [2] - The issuance has been approved by the board but requires shareholder approval and regulatory clearance before implementation [2] - The number of shares issued will not exceed 30% of the company's total shares prior to the issuance, amounting to approximately 249 million shares [3] Group 2: Project Focus - The primary project funded by this capital raise is the expansion of high-voltage (72.5kV and above) vacuum arc extinguishing chambers, with an investment of approximately 559 million RMB, using 370 million RMB from the raised funds [4][5] - Additional projects include the research and industrialization of plasma heating high-power emission tubes, cyclotron tubes, and transient energy management switches, with a construction period of 2 to 4 years [6] - The company also plans to allocate 300 million RMB to supplement working capital to support ongoing operational growth [6] Group 3: Market Context - The expansion is driven by increased investment in the power grid, with the State Grid's fixed asset investment expected to reach 4 trillion RMB during the 14th Five-Year Plan, a 40% increase from the previous plan [3] - The company has successfully developed a 252kV single-break environmentally friendly vacuum circuit breaker, becoming the second company globally to achieve this [3]

截至2026年2月3日收盘，旭光电子(600353)报收于18.35元，上涨6.62%，换手率7.48%，成交量62.02万 手，成交额11.13亿元。 当日关注点 交易信息汇总 2月3日主力资金净流入2389.53万元，占总成交额2.15%；游资资金净流出5895.03万元，占总成交额 5.3%；散户资金净流入3505.5万元，占总成交额3.15%。 董事会审计委员会认为公司符合向特定对象发行股票条件，本次发行方案、募集资金使用安排合法合 规，前次募集资金使用情况真实，不存在损害中小股东利益的情形；公司已制定本次发行摊薄即期回报 的填补措施，相关主体已作出承诺；本次发行尚需经董事会、股东会审议通过，并获交易所审核同意及 证监会注册。 公司就2026年度向特定对象发行股票事项发布摊薄即期回报的风险提示，说明本次发行可能导致即期回 报被摊薄，公司已制定加强募集资金管理、提升经营效益和完善利润分配政策等应对措施；相关主体包 括董事、高管、控股股东及实际控制人已对填补回报措施作出承诺；本次发行尚需通过股东大会审议、 上交所审核及证监会注册。 独立董事在2026年第一次会议上一致同意公司符合向特定对象发行股票条件、2 ...

Key Points - Company Zhiyang Innovation plans to acquire control of Lingming Photon, leading to a suspension of trading starting February 4 [2] - Kailong High-Tech intends to purchase 70% of Jinhua Wanda, with trading resuming on February 4 [2] - ST Cube has completed its suspension review and will resume trading on February 4 [2] - YaoKang Bio reported a net profit growth of 31.49% for 2025 [2][7] - Excellent New Energy reported a net profit growth of 14.16% for 2025 [2][7] - Xuguang Electronics plans to raise no more than 1 billion yuan through a private placement [2][9] - ST Blowing and ST Jinling have received court approval for their restructuring plans [2][10] - Han Jian Heshan intends to acquire 99.9978% of Xingfu New Materials, with trading resuming on February 4 [2] - Jiashitang's controlling shareholder will change to Tongrentang Group, with trading resuming on February 4 [2] - Fulian Precision plans to increase capital in its subsidiary Jiangxi Shenghua with Ningde Times [2] - Microchip Biotech signed a licensing and distribution agreement with Nizhpharm for Sidaben [2][17] - Jiefang Automotive plans to use up to 10 billion yuan for entrusted wealth management [2][12] - Ningde Times has repurchased 15.99 million A-shares for a total of 4.386 billion yuan [2][12] Focus on Mergers and Acquisitions - Kailong High-Tech will acquire 70% of Jinhua Wanda through a combination of share issuance and cash payment, marking a significant asset restructuring [4] - Han Jian Heshan's acquisition of Xingfu New Materials aims to expand its business into organic chemical raw materials [15] - Jiashitang's share transfer to Tongrentang Group will change its controlling shareholder and actual controller [12] Performance Highlights - YaoKang Bio's total revenue for 2025 reached 793.25 million yuan, a 15.49% increase, with a net profit of 144.40 million yuan [7] - Excellent New Energy's total revenue for 2025 was 2.942 billion yuan, a 17.43% decrease, but net profit increased to 170.12 million yuan [7] Important Investments - Huangshan Tourism plans to invest 530 million yuan in a hotel project [3][16] - Wangneng Environment intends to invest up to 1.2 billion yuan in a waste incineration power plant in Uzbekistan [3][14] - Common Friend Technology signed a procurement agreement with Envision Energy for a total procurement amount of approximately 949 million yuan [3][14]