成都旭光电子股份有限公司 股票交易异常波动公告 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。 重要提示 ●成都旭光电子股份有限公司（以下简称"公司"）股票于 2025 年 6 月 9 日、6 月 10 日连续两个交易日内收盘价涨幅偏离值累计达到 20%。根据《上海证 券交易所股票上市规则》等有关规定，属于股票交易异常波动。 证券代码：600353 证券简称：旭光电子 公告编号：2025-029 ●经核查，截至本公告披露日，公司董事会、控股股东及实际控制人、公司 第二大股东，确认不存在与公司有关的应披露而未披露的重大事项。 ●公司关注到"可控核聚变"热点概念。公司自主研发的百千瓦级、兆瓦级 大功率电子管，是可控核聚变射频电源装置中的器件，用于实现上亿度的等离子 体加热。2024 年度，该产品收入占公司主营业务收入的比例不足 1%，对公司当 年业绩影响较小。请广大投资者谨慎投资，注意防范投资风险。 ●根据上海证券交易所"上证 e 服务"的数据，截至 2025 年 6 月 9 日，公司 市盈率为 83.8，行业市盈率为 62.15 ...

Key Points - The core viewpoint of the articles highlights various corporate activities including project investments, sales data, stock acquisitions, share buybacks, and shareholding changes across multiple companies in different sectors. Company Activities - Co-creation Turf has a low proportion of domestic sports turf in its main business revenue [1] - Zhongcai Technology plans to invest in a manufacturing base for 110 sets of 100-meter wind turbine blades annually [1][2] - Huakang Clean has won a contract for the construction and equipment procurement of the first phase of the Chongqing 13th People's Hospital [1][2] - Jindi Group achieved a cumulative signed amount of 14.05 billion yuan from January to May [1][2] - Leidi Ke intends to acquire 51% of Yuzhan Precision, entering the embodied intelligence field [1][2] - Youfa Group has completed a share buyback, repurchasing 1.79% of its shares [1][3] - Jindun Co. plans to reduce its shareholding by up to 2% [1][3] - Caida Securities' shareholder Guokong Operations intends to reduce its stake by up to 3% [1][3] - Batong Energy plans to raise no more than 385 million yuan through a private placement to its controlling shareholder [1][3] - Founder Technology aims to raise no more than 1.98 billion yuan for an AI and high-density interconnect circuit board project [1][4]

Group 1 - Vanke A announced the sale of 22 million A-share treasury stocks for a total of 146 million yuan, representing 0.18% of the company's total share capital, aimed at supplementing liquidity without impacting current profits [1] - Tencent Music plans to acquire 100% of Himalaya for a total consideration of $1.26 billion, which includes cash and shares, to expand its audio content ecosystem [1] - Dongfang Electric Heat signed a strategic cooperation agreement with Xiaomi's subsidiary to develop robotic electronic skin, focusing on flexible fabric pressure sensing applications [3] Group 2 - Chengdu Huamei launched a 4-channel, 12-bit, 16G high-precision RF direct sampling ADC chip, marking a significant breakthrough in high-speed data conversion technology [4] - Jinshi Technology clarified that it has not engaged in any business related to stablecoins, despite recent market interest, and noted a significant stock price increase of 76.51% over six trading days [5] - Xiantan Co. reported a 14.22% year-on-year increase in chicken product sales revenue for May, amounting to 469 million yuan [7]

Core Viewpoint - Chengdu Xuguang Electronics Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase of 20% over two consecutive trading days, triggering an abnormal trading alert [1][2]. Group 1: Stock Trading Abnormality - The company's stock price increased by a cumulative 20% on June 9 and June 10, 2025, which is classified as abnormal trading according to the Shanghai Stock Exchange regulations [2][3]. - The company's current production and operational status is normal, with no significant changes in market conditions or industry policies [2][3]. Group 2: Major Events and Confirmations - The company confirmed through inquiries with major shareholders that there are no undisclosed significant matters related to asset restructuring, share issuance, or other major transactions [2][3]. - The company has not identified any media reports or market rumors that could significantly impact its stock price [3]. Group 3: Product and Revenue Impact - The company is focusing on the "controlled nuclear fusion" concept, with its self-developed high-power electronic tubes being used in RF power supply devices for nuclear fusion, although this product accounted for less than 1% of the company's main business revenue in 2024 [1][3]. - The company urges investors to exercise caution and be aware of investment risks related to this emerging technology [1][3]. Group 4: Financial Metrics - As of June 9, 2025, the company's price-to-earnings (P/E) ratio is 83.8, which is higher than the industry average of 62.15, indicating a premium valuation [2][3]. - The company's price-to-book (P/B) ratio stands at 4.87, compared to the industry average of 3.36, further highlighting its elevated market valuation [3].

证券代码：600353 证券简称：旭光电子 公告编号：2025-029 成都旭光电子股份有限公司 股票交易异常波动公告 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。 重要提示 ●成都旭光电子股份有限公司（以下简称"公司"）股票于 2025 年 6 月 9 日、6 月 10 日连续两个交易日内收盘价涨幅偏离值累计达到 20%。根据《上海证 券交易所股票上市规则》等有关规定，属于股票交易异常波动。 ●经核查，截至本公告披露日，公司董事会、控股股东及实际控制人、公司 第二大股东，确认不存在与公司有关的应披露而未披露的重大事项。 ●公司关注到"可控核聚变"热点概念。公司自主研发的百千瓦级、兆瓦级 大功率电子管，是可控核聚变射频电源装置中的器件，用于实现上亿度的等离子 体加热。2024 年度，该产品收入占公司主营业务收入的比例不足 1%，对公司当 年业绩影响较小。请广大投资者谨慎投资，注意防范投资风险。 ●根据上海证券交易所"上证 e 服务"的数据，截至 2025 年 6 月 9 日，公司 市盈率为 83.8，行业市盈率为 62.15 ...

Core Viewpoint - The company, Xuguang Electronics (600353), has noted unusual stock trading fluctuations related to the "controlled nuclear fusion" concept, highlighting its involvement in this emerging technology [1] Company Summary - Xuguang Electronics has developed high-power electronic tubes in the kilowatt and megawatt range, which are components in radio frequency power supply devices for controlled nuclear fusion, aimed at achieving plasma heating of over one hundred million degrees Celsius [1] - For the fiscal year 2024, the revenue from these products is expected to account for less than 1% of the company's main business income, indicating a minimal impact on the company's overall performance for that year [1]

Investment Rating - The report assigns an "Outperform the Market" rating to the company [5]. Core Views - The company is driven by multiple sectors including power equipment, military, and electronic materials, with a focus on R&D investment [1][8]. - The company achieved a record production and sales scale of 1.2 million vacuum circuit breakers in 2024, solidifying its leading position in the industry [2]. - The company has made breakthroughs in high-power electronic tubes for controlled nuclear fusion and semiconductor equipment, which are expected to drive revenue growth [2]. - The company successfully increased its annual production capacity of aluminum nitride powder to 500 tons, enhancing its product structure and reducing costs through domestic material sourcing [3][9]. Summary by Relevant Sections Financial Performance - In 2024, the company reported revenue of 1.586 billion yuan, a year-on-year increase of 20.5%, and a net profit of 102 million yuan, up 10.5% year-on-year [1][4]. - The gross margin for 2024 was 22.82%, a decrease of 3.87 percentage points compared to the previous year, primarily due to rising raw material costs [20]. - For Q1 2025, the company reported revenue of 343 million yuan, a year-on-year decrease of 11.4%, but a net profit increase of 19.3% year-on-year [1][13]. Business Segments - The company's main business segments include power equipment (54% of total revenue), military (23%), and electronic materials (5%) [20]. - The vacuum circuit breaker segment accounted for 43% of total revenue in 2024, indicating its significance to the company's overall performance [20]. - The electronic materials segment saw a remarkable growth of 67.16% year-on-year in 2024, reflecting strong demand in high-end applications [20]. Future Projections - The company is expected to achieve revenue growth of 27.0%, 25.5%, and 22.2% from 2025 to 2027, reaching 2.015 billion, 2.530 billion, and 3.092 billion yuan respectively [28][32]. - Net profit is projected to grow significantly, with estimates of 165 million, 194 million, and 242 million yuan for the same period, corresponding to growth rates of 60.7%, 17.8%, and 24.9% [28][32]. - The report anticipates that the company will maintain a strong position in the power equipment sector, with expected revenue growth rates of 25.86%, 23.76%, and 19.76% from 2025 to 2027 [27].

Company Overview - The company is a leading domestic enterprise in vacuum electronic devices and electronic ceramic materials, with main businesses covering power equipment, military products, and electronic materials, while actively exploring controlled nuclear fusion, semiconductors, and CT tube fields [1] Power Equipment Sector - The company's vacuum electronic device business focuses on vacuum arc extinguishing chambers and high-power laser RF tubes, forming a complete industrial chain for vacuum switch tubes and sealed poles, with an annual production capacity exceeding 1.2 million vacuum arc extinguishing chambers [2] - The company has taken the lead in the domestic flexible DC field and has advanced technology performance in new power and renewable energy equipment, establishing a comprehensive power business system covering traditional, new, and ultimate energy [2] Military Products Sector - The company has a rich accumulation of customer resources in the military sector, covering a product matrix that includes "ammunition, aircraft, and ships," with significant advantages in collaborative development across the supply chain [3] - The military segment is projected to generate total revenue of 367 million yuan in 2024, reflecting a year-on-year growth of 11.9% [3] Electronic Materials Sector - The company has achieved mass production of aluminum nitride powder, with an annual capacity of 500 tons, and has established batch supply cooperation with over 400 customers, becoming a major supplier for more than 100 clients [4] - The company has developed ultra-high thermal conductivity substrates and is in the verification stage for high toughness and high bending resistance substrates, aiming to become the first domestic supplier [4] Financial Performance - In 2024, the company's total revenue is projected to be 1.586 billion yuan, a year-on-year increase of 20.48%, with a net profit attributable to shareholders of 102 million yuan, reflecting a growth of 10.53% [4] - The net profit margin is 6.46%, showing a slight decline of 0.6 percentage points, attributed to increased investments in new industries such as photolithography and controlled nuclear fusion [4] Profit Forecast - The company is expected to achieve net profits of 184 million yuan, 241 million yuan, and 308 million yuan from 2025 to 2027, with corresponding EPS of 0.22, 0.29, and 0.37 yuan, and PE ratios of 50.10, 38.24, and 29.87 times respectively [5]

Market Performance - The main board led the gains with notable increases in stocks such as Geer Software (+10.01%), Xuguang Electronics (+8.33%), and Baoming Technology (+8.03) [1] - The ChiNext board saw significant growth with Dongtu Technology (+13.22%) and Fulede (+10.67%) leading the charge [1] - The Sci-Tech Innovation board also performed well, with Yinghantong (+8.09%) and Pinggao Co. (+7.26%) showing strong increases [1] - Active sub-industries included SW Other Communication Equipment (+2.71%) and SW Electronic Chemicals III (+0.06%) [1] Domestic News - Zhuzhou CRRC announced the construction of its third phase project, expected to start in November 2024, with production line operations anticipated by the end of 2025, focusing on 8-inch SiC wafers [1] - Guokemicro is planning to acquire a company engaged in specialty semiconductor wafer foundry and customized chip manufacturing through a share issuance and cash payment [1] - Lenovo reported a 23% increase in sales for Q4 FY2025, reaching approximately $17 billion, but net profit plummeted 64% to about $9 million, reflecting losses in derivative business and pricing pressures in the PC market [1] - Tianyue Advanced is advancing its expansion plan for 8-inch silicon carbide substrates at its Shanghai Lingang factory, with a phased approach to reach planned capacity [1] Company Announcements - Shengshi Technology announced the acquisition of three invention patents focused on security and customs clearance, applicable in airports, ports, and train stations [2] - Fujida declared a cash dividend of 1 yuan per 10 shares, totaling 18.77 million yuan based on a total share capital of 187,728,000 shares [2] - Luwei Optoelectronics announced a cash dividend of 3.00 yuan per 10 shares for the 2024 fiscal year [2] - Shiji Hengtong disclosed a pre-announcement of share reduction by a major shareholder, with a maximum of 1,953,966 shares (2.00% of total shares) to be reduced [2] Industry Developments - Meta is developing a new generation of smart glasses, expected to commercialize by 2026, enhancing the Live AI system's capabilities, particularly in facial recognition [3] - The South Korean government expressed concerns over potential U.S. tariffs on imported chips, warning of negative impacts on Korean investments in the U.S. and the complementary relationship between the two countries in the semiconductor industry [3] - ADI reported better-than-expected performance for Q2 FY2025, benefiting from a rebound in automotive and industrial demand, and raised its operational outlook [3] - In the flash memory market, some original manufacturers are facing delays in fulfilling DDR4 orders, with demand remaining strong as customers seek to secure supply [3]

Core Viewpoint - Chengdu Xuguang Electronics Co., Ltd. successfully won the auction for a factory and supporting assets, which will support the company's expanding production and operational needs, enhancing its competitiveness and long-term development in the power equipment business [1][2]. Group 1: Auction Progress - The company participated in the auction for a factory and supporting assets located at No. 1088, Puhua Road, Xindu District, Chengdu, and successfully acquired the property [1]. - The total area of the acquired assets is 60,000 square meters, with a building area of 48,153.95 square meters, and the auction price was 110 million yuan [1]. Group 2: Impact on the Company - The acquisition of the factory and assets will facilitate the company's production expansion and business development, allowing for better resource integration and operational management [1]. - The proximity of the acquired assets to the existing facilities will enhance production and management synergies, contributing to the company's long-term stable growth and competitiveness [1]. Group 3: Financial Considerations - The funding for the auction will come from the company's own funds and bank loans, which will not significantly impact the company's current financial status or operational results [2]. - There are no circumstances that would harm the interests of the company or its shareholders due to this acquisition [2].