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江西联创光电科技股份有限公司关于股份回购进展公告
证券代码:600363 证券简称:联创光电 公告编号:2025-015 江西联创光电科技股份有限公司 关于股份回购进展公告 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。 重要内容提示: ■ 登录新浪财经APP 搜索【信披】查看更多考评等级 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 规定,公司在回购股份期间,应当在每个月的前3个交易日内披露截至上月末的回购进展情况。现将公 司回购股份的进展情况公告如下: 2025年3月,公司通过上海证券交易所交易系统以集中竞价交易方式累计回购公司股份57,000股,占公 司当前总股本比例为0.01%,购买的最高价为53.64元/股,最低价为53.44元/股,已支付的总金额为人民 币3,053,632.00元(不含印花税、交易佣金等交易费用)。 截至2025年3月31日,公司通过上海证券交易所交易系统以集中竞价交易方式累计回购公司股份57,000 股,占公司当前总股本比例为0.01%,购买的最高价为53.64元/股,最低价为53.44元/股,已支 ...
联创光电(600363) - 关于股份回购进展公告
2025-04-01 08:33
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。 重要内容提示: 江西联创光电科技股份有限公司 关于股份回购进展公告 证券代码:600363 证券简称:联创光电 公告编号:2025-015 | 回购方案首次披露日 | 2025/1/24 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 2 月 年 2 月 | 10 | 日~2026 | 9 | 日 | | 预计回购金额 | 万元~15,000 万元 10,000 | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | 57,000 股 | | | | | | 累计已回购股数占总股本比例 | 0.01% | | | | | | 累计已回购金额 | 3,053,632.00 元 | | | | | | 实际回购价格区间 | 元/股~53.64 元/股 ...
中信证券 可控核聚变观点更新
2025-03-26 14:32
Summary of the Conference Call on Controlled Nuclear Fusion Industry Overview - The conference call focused on the **controlled nuclear fusion industry**, highlighting its current trends and future prospects [2][4][5]. Key Trends and Developments - **Policy Support**: Significant backing from government policies, with many state-owned nuclear enterprises forming joint ventures to invest in controlled nuclear fusion [2][5]. - **Increased Investment**: Investment in the sector for 2025 has noticeably increased compared to 2024, indicating growing confidence and commitment [2][4]. - **Project Implementation**: Several projects, including those in Hefei and Sichuan, have commenced, with expectations for more projects to follow [2][4]. - **Public Awareness**: Controlled nuclear fusion is gradually entering public awareness and is on the path to commercialization, although some short-term investments may be overvalued [2][4]. Core Insights - **U.S.-China Competition**: The U.S. aims to achieve ignition by 2027 and grid connection by 2028, pressuring China to increase its investments in fusion technology [2][5]. - **Key Projects**: - **Hefei Best Project**: Led by China National Nuclear Corporation, targeting completion by 2027 [6]. - **Nanchang Hybrid Pile Project**: Utilizing deuterium-tritium fusion and fission pile technology for stable power generation [6][7]. - **High-Temperature Superconducting Magnet Equipment**: A significant focus area, with Lianchuang Optoelectronics holding the largest market share [6]. Technical Insights - **Hybrid Pile Technology**: This technology combines fusion and fission reactions, reducing the requirements for laser power and purity analysis, making it a more viable transitional solution [7]. - **Cost Structure in ITER**: In the ITER project, hybrid pile costs account for approximately 40% of the total reactor costs, making it the largest component [8]. - **Core Components**: - DE&T filters account for about 10% of the value, with companies like Guoguang and Yongding previously supplying these components [9]. - Pressure vessels in vacuum chambers account for about 8% of the value, produced by companies like Hezhu Intelligent and Hailu Heavy Industry [9]. Company Roles and Market Dynamics - **Lianchuang Optoelectronics**: Holds a significant portion of orders for the Starfire Project due to its equity structure and is expected to lead future large-scale project tenders [10]. - **Other Key Players**: - Guoguang Electric and Chengdu Pioneer Intelligent are involved in hybrid pile projects. - Yongding and Jinda are core suppliers, with Jinda holding an 18% stake in Shanghai Superconductor [11]. - **Nuclear Calculation Intelligence**: Expected to secure approximately 1 billion RMB in orders for advanced reactor core manufacturing [12]. Upcoming Events and Monitoring - A supplier conference is scheduled for April, which may announce new orders or information [13]. - Attention will be on the progress of U.S. fusion projects, the listing process of Shanghai Superconductor, and tenders for large engineering projects like Dyson and Starfire [13]. Conclusion - The controlled nuclear fusion industry is poised for significant growth, driven by government support, increased investment, and technological advancements. Key projects and companies are well-positioned to capitalize on this emerging market, with ongoing developments warranting close monitoring.
联创光电涨3.30%,股价创历史新高
证券时报•数据宝统计显示,联创光电所属的电子行业,目前整体涨幅为0.06%,行业内,目前股价上涨 的有192只,涨幅居前的有深圳华强、力源信息、金龙机电等,涨幅分别为10.00%、8.81%、8.61%。股 价下跌的有274只,跌幅居前的有乐鑫科技、南亚新材、新相微等,跌幅分别为4.69%、4.62%、 4.01%。 联创光电股价创出历史新高,截至9:42,该股上涨3.30%,股价报62.32元,成交量724.75万股,成交金 额4.50亿元,换手率1.60%,该股最新A股总市值达282.63亿元,该股A股流通市值282.63亿元。 公司发布的三季报数据显示,前三季度公司共实现营业收入24.34亿元,同比下降1.42%,实现净利润 3.35亿元,同比增长5.05%,基本每股收益为0.7400元,加权平均净资产收益率8.11%。(数据宝) 两融数据显示,该股最新(3月14日)两融余额为20.50亿元,其中,融资余额为20.39亿元,近10日增加 1.07亿元,环比增长5.54%。 ...
联创光电(600363) - 关于以集中竞价交易方式回购股份的回购报告书
2025-03-04 10:17
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、准确性和完整性依法承担法律责任。 证券代码:600363 证券简称:联创光电 公告编号:2025-013 江西联创光电科技股份有限公司 关于以集中竞价交易方式回购股份的回购报告书 重要内容提示: 1、本次回购方案尚需征询债权人同意,存在债权人不同意而要求公司提前清 偿债务或要求公司提供相应担保的风险; 2、若本次回购期限内,公司股票价格持续超出回购方案披露的价格区间,则 存在本次回购方案无法实施的风险; 3、若发生对公司股票交易价格产生重大影响的重大事项,或公司生产经营、 ● 回购股份金额:不低于人民币 10,000 万元(含),不超过人民币 15,000 万元(含)。 ● 回购股份资金来源:公司自有资金或自筹资金。 ● 回购股份用途:本次回购的股份将全部用于注销并减少公司注册资本。 ● 回购股份价格:回购价格不超过人民币 70.00 元/股(含),该价格不高于公司 董事会审议通过回购决议前 30 个交易日公司股票交易均价的 150%。 ● 回购股份方式:本次回购股份拟通过上海证券交易所交易系统以集中竞价交易 ...
联创光电(600363) - 关于以集中竞价交易方式首次回购公司股份暨回购进展的公告
2025-03-04 10:17
重要内容提示: | 回购方案首次披露日 | 2025/1/24 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 2 月 日~2026 2 月 | 10 | 年 | 9 | 日 | | 预计回购金额 | 10,000 万元~15,000 万元 | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | 股 57,000 | | | | | | 累计已回购股数占总股本比例 | 0.01% | | | | | | 累计已回购金额 | 3,053,632.00 元 | | | | | | 实际回购价格区间 | 53.44 元/股~53.64 元/股 | | | | | 一、 回购股份的基本情况 江西联创光电科技股份有限公司(以下简称"公司")于 2025 年 1 月 23 日召开 第八届董事会第十九次临时会议,并于 2025 年 2 月 10 日召开 2025 年第一次临时 股东大会,分 ...
联创光电20250221
2025-02-23 14:59
Summary of the Conference Call Company Overview - The company discussed is Lianchuang Optoelectronics, established in 1999, and has transitioned to a public company since 2011 [1] - The company has diversified its operations, moving from LED production to backlighting and smart control systems, and has spun off several subsidiaries [2] Core Business Segments - The company has ventured into military products, particularly in laser weaponry, with a joint venture established in 2019 that generated over 100 million in revenue by 2022 [3][4] - High-temperature superconductors are highlighted as a core asset, with applications in various fields including controlled nuclear fusion, where 45% of construction costs are attributed to the company's superconducting materials [5] Financial Performance - For the first three quarters of 2020, the company reported revenues of 2.4 billion and net profits of 335 million, with smart control products contributing 57% and backlighting 33% to the revenue [6] - Despite challenges in military product sales due to supply chain issues, the company expects growth in 2025, with a focus on recovering from previous losses [7][9] Future Growth and Strategy - The company plans to expand into automotive electronics and is considering establishing a processing plant in Thailand [11] - There is a strategic focus on high-temperature superconductors and laser weapon applications as key growth areas [13] - The company is exploring strategic investments and potential partnerships to enhance its market position and financial stability [26][27] Market Dynamics - The company faces competition in the complex equipment market, particularly in semiconductor and induction heating sectors, where it aims to leverage its strengths in magnet technology [22][23] - The company is cautious about resource allocation, prioritizing applications that enhance its industry standing [23] Technological Challenges - High-temperature superconductors present significant technical challenges, particularly in manufacturing processes that require precision and expertise [17][19] - The company emphasizes the difficulty of achieving the necessary quality and performance in superconducting materials, which are critical for its applications [20] Nuclear Fusion Insights - The timeline for commercial nuclear fusion is projected to be lengthy, with pure fusion expected to take 30-50 years, while hybrid fusion may be achievable within a decade [30][31] - The company believes that hybrid fusion technology will be more economically viable and is actively involved in this field [32] Conclusion - The conference highlighted Lianchuang Optoelectronics' strategic direction, financial performance, and technological advancements, with a strong emphasis on future growth in military applications and superconducting technologies. The company remains optimistic about its recovery and expansion plans in the coming years.
联创光电(600363) - 关于控股股东部分股权解除质押并再质押的公告
2025-02-17 09:00
江西联创光电科技股份有限公司 关于控股股东部分股权解除质押并再质押的公告 证券代码:600363 证券简称:联创光电 编号:2025-012 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个别及连带责任。 重要内容提示: 江西联创光电科技股份有限公司(以下简称"公司"或"本公司")控股股 东江西省电子集团有限公司(以下简称"电子集团")持有公司股份数量为 94,736,092 股,占公司总股本比例为 20.81%;本次解除质押并再质押后,累计质 押股份数量为 75,722,874 股,占其所持有公司股份总数的 79.93%,占公司总股 本的 16.63%。 公司于近日接到控股股东电子集团通知,获悉其将所持有本公司的部分股份 解除质押并再质押,具体事项如下: | 股东名称 | 江西省电子集团有限公司 | | | --- | --- | --- | | 本次解质股份(股) | | 2,504,334 | | 占其所持股份比例 | | 2.64% | | 占公司总股本比例 | | 0.55% | | 解除质押时间 | | 2025/2/14 ...
联创光电(600363) - 关于注销已回购股份的实施公告
2025-02-16 08:00
证券代码:600363 证券简称:联创光电 编号:2025-011 江西联创光电科技股份有限公司 关于注销已回购股份的实施公告 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个别及连带责任。 重要内容提示: 2024 年 2 月 4 日,公司召开了第八届董事会第八次临时会议,审议通过了 关于《以集中竞价交易方式回购股份暨公司落实"提质增效重回报"行动方案》 的议案,并于 2024 年 2 月 6 日在上海证券交易所网站披露了《关于以集中竞价 交易方式回购股份暨公司落实"提质增效重回报"行动方案的回购报告书》(公 告编号:2024-006),拟回购公司股份的资金总额不低于人民币 5,000 万元(含), 不超过人民币 10,000 万元(含),本次回购股份的价格不超过人民币 40.00 元/ 股(含),回购期限从 2024 年 2 月 5 日至 2024 年 4 月 30 日,回购股份的用途: 为维护公司价值及股东权益,公司所回购股份将按照有关规定用于出售。 2024 年 2 月 5 日,公司首次实施回购股份,并于 2024 年 2 月 ...
联创光电(600363) - 关于回购股份用于注销并减少注册资本通知债权人的公告
2025-02-10 09:30
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个别及连带责任。 一、通知债权人的原因 证券代码:600363 股票简称:联创光电 编号:2025-010 江西联创光电科技股份有限公司 关于回购股份用于注销并减少注册资本 通知债权人的公告 债权人可采用现场或邮寄的方式申报,具体方式如下: 江西联创光电科技股份有限公司(以下简称"公司")于 2025 年 1 月 23 日召开 第八届董事会第十九次临时会议,并于 2025 年 2 月 10 日召开 2025 年第一次临时股 东大会,分别审议通过了关于《以集中竞价交易方式回购股份方案》的议案。具体 内容详见公司分别于 2025 年 1 月 24 日与 2025 年 2 月 11 日在上海证券交易所网站 (www.sse.com.cn)披露的《第八届董事会第十九次临时会议决议公告》《2025 年 第一次临时股东大会决议公告》(公告编号:2025-004、2025-009)。 根据本次股份回购方案,公司拟使用自有资金或自筹资金,通过上海证券交易 所以集中竞价交易方式回购公司发行的人民币普通股 A ...