每经AI快讯，有投资者在投资者互动平台提问：公司磷化铟外延片的产能是多少？产量是否在国内处 于领先位置？ 三安光电（600703.SH）1月14日在投资者互动平台表示，公司光技术产能2750片/月，其中磷化铟产能 为2500片/月。 （文章来源：每日经济新闻） ...

格隆汇1月14日丨三安光电(600703.SH)在投资者互动平台表示，公司的EML样品开发验证进展顺利。 ...

(二) 股东会召开的地点：厦门市思明区吕岭路 1721-1725 号公司一楼会议室 证券代码：600703 证券简称：三安光电 公告编号：临 2026-005 三安光电股份有限公司 2026年第一次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一) 股东会召开的时间：2026 年 1 月 14 日 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 3,425 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 1,613,987,890 | | 3、出席会议的股东所持有表决权股份数占公司有表决权 | 32.3508 | | 股份总数的比例（%） | | | 股东类型 | 同意 | | 反对 | | 弃权 | | | --- | --- | --- | --- | --- | --- | --- | | | 票数 | 比例（%） | 票数 ...

上海市锦天城（武汉）律师事务所 关于三安光电股份有限公司 二○二六年第一次临时股东会的 法律意见书 地址：武汉市江汉区云霞路 187 号民生金融中心 8 层 电话：027-83828888 传真：027-83826988 邮编：430030 上海市锦天城（武汉）律师事务所 法律意见书 上海市锦天城（武汉）律师事务所 关于三安光电股份有限公司 二○二六年第一次临时股东会的 法律意见书 致：三安光电股份有限公司 上海市锦天城（武汉）律师事务所 法律意见书 （一）本次股东会的召集 经核查，公司本次股东会由公司董事会召集。2025 年 12 月 29 日，公司召 开第十一届董事会第二十五次会议，决议召集本次股东会。 上海市锦天城（武汉）律师事务所（以下简称"本所"）接受三安光电股份 有限公司（以下简称"公司"）委托，委派本律师通过远程视频方式出席公司二 ○二六年第一次临时股东会（下简称"本次股东会"），就公司召开本次股东会的 有关事宜，根据《中华人民共和国公司法》（以下简称"《公司法》"）《上市公司 股东会规则》（以下简称"《股东会规则》"）等法律、法规、规章和其他规范性文 件以及《三安光电股份有限公司章程》（以下简 ...

药明康德 上港集团 绿地控股 中船防务 三安光电 传化智联 分时图 日K线 周K线 月K线 104.60 5.92 6.00% 7.77% 5.18% 2.59% 0.00% 2.59% 5.18% 7.77% 91.01 93.57 96.12 98.68 101.24 103.79 106.35 09:30 10:30 11:30/13:00 14:00 15:00 0 101万 202万 302万 1月13日，药明康德（603259）发布2025年度业绩预增公告，公司预计2025年实现营收约454.57亿元， 同比增长约15.84%，其中持续经营业务收入同比增长约21.40%；实现归母净利润约191.51亿元，同比增 长约102.65%；实现扣非净利润约132.41亿元，同比增长32.56%。公司2025年归母净利润和扣非净利润 均创出历史新高。 19家公司净利润翻倍 以快报或预告中值统计，在2024年盈利的基础上，19家公司2025年净利润同比翻倍。中科蓝讯、传化智 联（002010）、百奥赛图和康辰药业（603590）净利润增速排名前四，依次为371.51%、308.82%、 303.57%、279 ...

Market Overview - Major indices showed declines: Shanghai Composite Index (-0.64%), Shenzhen Component Index (-1.37%), ChiNext Index (-1.96%), North Star 50 (-2.50%), and Sci-Tech Innovation 50 (-2.80%) [1] - TMT sector led the gains with SW Portal (+6.79%), SW Marketing Agency (+2.49%), and SW Gaming III (+0.40%) [1] - TMT sector faced losses with SW Military Electronics III (-5.41%), SW Communication Terminals and Accessories (-5.34%), and SW Communication Cables and Accessories (-5.20%) [1] Domestic News - XREAL announced a strategic partnership with ASUS ROG to launch the ROG XREAL R1 AR glasses, featuring micro OLED technology with a resolution of 1920 x 1080 and a virtual screen equivalent to 171 inches at 4 meters [2] - Jiangbolong reported that its self-developed UFS4.1 product outperforms market counterparts in process, read/write speed, and stability, gaining recognition from major clients [2] - Yongxi Electronics plans to invest 2.1 billion yuan in a packaging base in Malaysia, focusing on system-level packaging products for AIoT and power modules [2] - Sanan Optoelectronics disclosed that its SiC MOSFET products have begun bulk supply to leading global power manufacturers, targeting data centers and AI servers [2] Overseas News - SK Hynix is investing in its advanced packaging plant P&T7 to meet global AI storage demand, with the plant expected to play a crucial role in commercializing DRAM as HBM [3] - A collaboration between the University of Cambridge and a German research team has led to the successful development of stable and high-performance cubic InGaN materials for red Micro-LED devices [3] - Counterpoint Research forecasts a 2% year-on-year growth in global smartphone shipments in 2025, driven by high-end demand and emerging market growth, with Apple leading the market at a 20% share [3] - The Indian Space Research Organization (ISRO) faced a setback with the PSLV-C62 rocket losing all 16 satellites during its third phase of flight [3] AI News - Apple and Google have announced a multi-year partnership to develop the next generation of Apple Foundation Models based on Google's Gemini model and cloud technology [4] - Zhipu AI and Didi Chuxing have formed a strategic partnership focusing on the development of intelligent agents for transportation scenarios [4] - Tencent Research Institute and Midjourney have launched the Niji v7 anime-specific model, enhancing details and stability for anime-style creations [4] - Nvidia and Eli Lilly are investing $1 billion to establish an AI lab aimed at accelerating drug discovery and personalized treatment [4] Industry Tracking - The FCC has approved SpaceX to launch an additional 7,500 second-generation Starlink satellites, bringing the total approved to 15,000 [5] - The Eighth Research Institute of China Shipbuilding Group has developed a low-vibration helium re-liquefaction system for high-precision instruments [5] - The National Medical Products Administration of China plans to establish standards for medical devices using brain-computer interface technology [5] - LimX Dynamics has released a new embodied intelligent system that allows for dynamic task adjustments during operation [5] Storage Market - The average price of DDR5 16G (2G×8) 4800/5600 DRAM is reported at $33.563, with a 3.27% increase [6] - The average price of DDR4 16Gb (2G×8) 3200 DRAM is reported at $73.500, with a 2.80% increase [6] Semiconductor Material Prices - The average price for 4N zinc oxide powder is reported at 1,465 yuan/kg, with a daily change of 20 yuan [7] - The average price for 5N high-purity zinc is reported at 6,300 yuan/kg, with no daily change [7]

Core Viewpoint - Company Sanan Optoelectronics (600703) has confirmed its production of gallium arsenide multi-junction solar cells, which are derived from its LED epitaxial chips, and these cells have been applied in commercial satellite power supply among other fields, showcasing the company's leading international technology and significant sales to international clients exceeding those to domestic clients [1] Group 1 - The company produces gallium arsenide multi-junction solar cells [1] - The technology is derived from the company's LED epitaxial chips [1] - The solar cells have applications in commercial satellite power supply [1] Group 2 - The company claims to have leading international technology in this field [1] - The company has supplied multiple domestic and international clients [1] - Sales to international clients surpass those to domestic clients [1]

证券日报网讯1月13日，三安光电（600703）在互动平台回答投资者提问时表示，公司的碳化硅产品应 用领域广泛，已与国内外知名客户建立长期稳定合作关系。公司将持续推进电力电子业务发展，加快实 现公司销售规模、盈利能力提升。 ...

Core Viewpoint - Sanan Optoelectronics is actively involved in the commercial aerospace sector, providing advanced semiconductor products and solutions tailored for 5G-A technology [1] Group 1: Product Offerings - The company offers gallium arsenide solar cells, gallium arsenide RF chips, silicon carbide power electronic chips, and photonic technology chips for commercial aerospace applications [1] - Sanan has established a stable mass production platform for HBT and pHEMT, which supports the development of differentiated solutions such as RF power amplifiers, low-noise amplifiers, and wafer-level/chip-level packaged filters [1] Group 2: Market Focus - The solutions provided by the company are designed to meet the dual requirements of compactness and high performance for 5G-A equipment [1]

（文章来源：证券日报） 证券日报网讯 1月13日，三安光电发布公告称，公司将于2026年1月14日召开2026年第一次临时股东 会。 ...