证券代码：600703 股票简称：三安光电 编号：临 2025-071 三安光电股份有限公司 关于控股股东部分股份质押的公告 2、上述质押股份不存在被用作重大资产重组业绩补偿等事项的担保或其他保障 用途的情形。 3、股东累计质押股份情况 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: ●厦门三安电子有限公司（以下简称"三安电子"）持有本公司股份数量为 1,213,823,341股，占公司总股本比例为24.33%。三安电子本次办理部分股份质押后， 其累计质押股份数量为674,450,000股，占其所持有本公司股份的55.56%。 ●三安电子及其控股股东福建三安集团有限公司（以下简称"三安集团"）合计 持有本公司股份数量为1,470,456,883股，占公司总股本比例为29.47%。本次部分股 份质押后，两家累计质押股份数量为802,650,000股，质押股份约占两家所持有本公 司股份的54.59%。 一、本次股份质押情况 本公司于2025年11月17日收到控股股东三安电子的通知，其将所持有本公司的部 分股份办理质 ...

Core Viewpoint - Sanan Optoelectronics announced that its controlling shareholder, Sanan Electronics, pledged 13.7 million shares to Ping An Securities for financing to supplement working capital, which represents 1.13% of its holdings and 0.27% of the company's total share capital [1] Summary by Relevant Sections - **Shareholding and Pledge Details** - Sanan Electronics holds 24.33% of the company’s shares, and after this pledge, it has a total of 674 million shares pledged, accounting for 55.56% of its holdings [1] - Sanan Group and Sanan Electronics combined hold 29.47% of the company, with a total of 803 million shares pledged, representing 54.59% of their combined holdings [1] - **Financial Implications** - The financing balance corresponding to the pledged shares is 2.256 billion yuan for the next six months and 3.836 billion yuan for one year [1] - **Control and Governance** - The current pledge does not affect the company's control [1]

Core Viewpoint - The company is currently in the research and development phase for its 12-inch silicon carbide substrates, having produced engineering samples and is focused on equipment debugging, yield improvement, and product performance enhancement [1] Group 1 - The company's 12-inch silicon carbide substrate is still under development [1] - Engineering samples have been produced [1] - The company will continue to conduct equipment debugging and improve yield and product performance [1]

三安光电11月17日在互动平台回复称，公司的12英寸碳化硅衬底尚处于研发阶段，已生产出工程样品， 将继续进行设备调试、提升良率及产品性能。 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [7] Core Views - The company reported a revenue of 13.817 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 16.55%. However, the net profit attributable to shareholders was only 0.89 billion yuan, down 64.15% year-on-year. In the third quarter alone, the revenue was 4.830 billion yuan, up 15.67% year-on-year and 3.31% quarter-on-quarter, but the net profit was a loss of 0.88 billion yuan [2][4][11] - The short-term profitability is under pressure due to several factors, including ongoing investments in filter and silicon carbide businesses, reduced government subsidies, increased R&D expenses, and adjustments in investment income from precious metal waste sales [11] - The company is focusing on optimizing its business structure and expanding production capacity, which is expected to support long-term growth. The high-end strategy in the LED sector has shown significant results, with a 2.44 percentage point increase in gross margin year-on-year for the first three quarters of 2025 [11] - The company is also advancing in the compound semiconductor field, with significant production capacity established for silicon carbide and gallium nitride products, which are anticipated to become a second growth curve for the company [11] - The acquisition of Lumileds for $239 million is aimed at enhancing the company's global presence in the automotive LED and high-end consumer electronics markets [11] Summary by Sections Financial Performance - For the first three quarters of 2025, the company achieved a total revenue of 13.817 billion yuan, with a year-on-year growth of 16.55%. The net profit attributable to shareholders was 0.89 billion yuan, reflecting a decline of 64.15% year-on-year. The third quarter revenue was 4.830 billion yuan, showing a year-on-year increase of 15.67% and a quarter-on-quarter increase of 3.31%, but the net profit was a loss of 0.88 billion yuan [2][4][11] Business Strategy - The company is implementing a high-end strategy in the LED sector, which has led to a significant improvement in product structure and gross margin. The production capacity for silicon carbide and gallium nitride is being expanded, which is expected to support future growth [11] - The acquisition of Lumileds is part of the strategy to strengthen the company's position in the global market, particularly in automotive and high-end consumer electronics [11]

证券日报网讯 11月7日晚间，三安光电发布公告称，控股股东厦门三安电子有限公司将所持有的部分股 份办理质押手续，本次质押股份数量为100，000，000股。 （文章来源：证券日报） ...

证券代码：600703 股票简称：三安光电 编号：临 2025-070 三安光电股份有限公司 关于控股股东部分股份质押的公告 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。 ●三安电子及其控股股东福建三安集团有限公司（以下简称"三安集团"）合计 持有本公司股份数量为1,470,456,883股，占公司总股本比例为29.47%。本次部分股 份质押后，两家累计质押股份数量为788,950,000股，质押股份约占两家所持有本公 司股份的53.65%。 一、本次股份质押情况 本公司于2025年11月7日收到控股股东三安电子的通知，其将所持有本公司的部 分股份办理质押手续，情况如下： | 股东 | 是否为 | 本次质押股 | 是否 | 是否 | 质押 | 质押 | | 占其所 | 占公司总 | 质押融 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 控股 | 数（股） | 为限 | 补充 | 起始日 | 到期日 | 质权人 | 持股 ...

Core Viewpoint - Sanan Optoelectronics has shown a mixed performance in stock price and financial results, with a notable increase in revenue but a significant decline in net profit [1][2]. Financial Performance - As of September 30, 2025, Sanan Optoelectronics achieved a revenue of 13.82 billion yuan, representing a year-on-year growth of 16.55% [2]. - The net profit attributable to shareholders for the same period was 88.61 million yuan, reflecting a year-on-year decrease of 64.15% [2]. - The company has distributed a total of 7 billion yuan in dividends since its A-share listing, with 486 million yuan distributed over the past three years [3]. Stock Market Activity - On November 7, the stock price of Sanan Optoelectronics increased by 2.05%, reaching 13.97 yuan per share, with a trading volume of 500 million yuan and a turnover rate of 0.73% [1]. - The stock has seen a year-to-date increase of 14.97%, a slight increase of 0.72% over the last five trading days, a decline of 9.29% over the last 20 days, and a rise of 9.40% over the last 60 days [1]. Shareholder Information - The number of shareholders as of September 30, 2025, was 379,600, an increase of 8.15% from the previous period, while the average number of circulating shares per person decreased by 7.53% to 13,141 shares [2]. - Hong Kong Central Clearing Limited is the seventh largest circulating shareholder, having newly acquired 97.78 million shares [3]. Business Overview - Sanan Optoelectronics, established on March 27, 1993, and listed on May 28, 1996, is based in Xiamen, Fujian Province, and specializes in the research, production, and sales of compound semiconductor materials and devices [1]. - The company's revenue composition includes 35.96% from material and waste sales, 30.88% from LED epitaxial chips, 16.68% from integrated circuit products, 15.92% from LED application products, and 0.56% from rental, property, and services [1].

Market Overview - The large fund concept sector experienced a decline of 0.73% on November 5, with Shengke Communication leading the drop [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Stock Performance - Notable gainers in the large fund concept sector included: - Xingfa Group (600141) with a closing price of 28.89, up 5.02% and a trading volume of 325,000 shares, totaling 920 million yuan [1] - Baiwei Storage (688525) closed at 124.90, up 2.44% with a trading volume of 212,800 shares, totaling 2.558 billion yuan [1] - Tuojing Technology (688072) closed at 310.20, up 1.77% with a trading volume of 72,900 shares, totaling 2.219 billion yuan [1] - Major decliners included: - Shengke Communication (688702) closed at 110.25, down 3.73% with a trading volume of 43,500 shares, totaling 482 million yuan [2] - Guoxin Technology (688262) closed at 30.34, down 3.10% with a trading volume of 131,100 shares [2] - Huahong Company (688347) closed at 120.97, down 2.58% with a trading volume of 213,600 shares, totaling 2.594 billion yuan [2] Capital Flow - The large fund concept sector saw a net outflow of 2.352 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.305 billion yuan [2] - Notable capital flows included: - Tuo Jing Technology (688072) with a net inflow of 156 million yuan from institutional investors [3] - Deep South Circuit (002916) with a net inflow of 116 million yuan from institutional investors [3] - Zhongwei Company (688012) with a net inflow of 83.21 million yuan from institutional investors [3]

Core Points - Xiamen Sanan Electronics Co., Ltd. holds 1,213,823,341 shares of the company, accounting for 24.33% of the total share capital [1] - After the recent pledge of part of its shares, Sanan Electronics has a total pledged share count of 560,750,000, which represents 46.20% of its holdings [1] - 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 [1] - Following the recent pledge, the total pledged shares for both entities amount to 688,950,000, which is approximately 46.85% of their combined holdings [1] - The pledged shares are not used as collateral for major asset restructuring performance compensation or other guarantees [1] Pledge Situation - The company received notification from its controlling shareholder, Sanan Electronics, on November 4, 2025, regarding the pledge of part of its shares [1] - The announcement includes basic information about the share pledge [1] - The cumulative pledge situation of the shareholders is disclosed as of the announcement date [1]