证券代码：603297 证券简称：永新光学 公告编号：2025-040 宁波永新光学股份有限公司 持股 5%以上大股东减持股份结果公告 宁兴（宁波）资产管理有限公司保证向本公司提供的信息内容真实、准确、完 整，不存在虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 减持前大股东持股的基本情况 本次减持前，持股 5%以上大股东宁兴（宁波）资产管理有限公司（以下简称 "宁兴资产"）共持有宁波永新光学股份有限公司（以下简称"公司"）股份 11,713,378 股，占公司总股本的 10.56%，股份来源为公司首次公开发行股票前已 发行的股份、权益分派资本公积转增股本取得的股份和集中竞价交易取得的股份。 注：公司董事江建军同时任职宁兴资产的董事，江建军未持有公司及宁兴资产股份。 上述减持主体无一致行动人。 二、减持计划的实施结果 (一)大股东因以下事项披露减持计划实施结果： 减持计划实施完毕 2025 年 9 月 10 日，公司披露了《持股 5%以上大股东减持股份计划公告》（公 告编号：2025-036），宁兴资产计划通过集中竞价交易、大宗交易等方式减 ...

Core Viewpoint - On October 16, a total of 5 listed companies had their restricted shares unlocked, with a total market value of approximately 156 million yuan [1] Group 1: Companies and Their Restricted Shares - Zhongchao Holdings (中超控股) had 33.296 million shares unlocked under equity incentive restrictions [1] - Asia Pacific Technology (亚太科技) had 3.66 million shares unlocked under equity incentive restrictions [1] - Disu Fashion (地素时尚) had 2.978 million shares unlocked under equity incentive restrictions [1] - Yongxin Optical (永新光学) had 30,900 shares unlocked under equity incentive restrictions [1] - Bear Electric (小熊电器) had 10,000 shares unlocked under equity incentive restrictions [1]

Group 1 - The article highlights the upcoming "10th China Analytical Instrument Academic Conference" (ACAIC 2025) scheduled for November 6-8, 2025, in Xi'an, Shaanxi, focusing on the theme "AI Empowerment and Innovation Transformation" [2][5][7] - The conference aims to explore the impact of AI on the performance enhancement, functional expansion, application development, research processes, and innovation management of analytical instruments [2][5] - The event is expected to attract over 500 participants, including government officials, industry leaders, academic experts, and technology investors [7][8] Group 2 - The conference will feature various activities, including keynote speeches, specialized forums, and exhibitions, providing a platform for knowledge exchange among participants [5][8] - Registration fees are set at 1800 RMB for members, 2800 RMB for non-members, and 1000 RMB for students, with accommodation and transportation costs to be borne by attendees [9][10] - The conference will include a detailed agenda with specific sessions dedicated to different topics related to analytical instruments and AI applications [8][25] Group 3 - The conference will host multiple specialized forums on topics such as AI and mass spectrometry, thermal analysis, biomedical optical imaging technology, and flow cytometry technology [28][32][40][43] - Each forum will feature presentations from leading experts in the field, discussing innovations, applications, and the future of analytical instruments [30][32][40][45] - The event aims to foster collaboration between academia and industry, promoting the transfer and transformation of scientific achievements in analytical instrumentation [49]

10月13日，永新光学涨5.11%，截至发稿，报118.63元/股，成交2.71亿元，换手率2.12%，总市值131.60 亿元。 资料显示，宁波永新光学股份有限公司位于浙江省宁波高新区木槿路169号，成立日期1997年2月21日， 上市日期2018年9月10日，公司主营业务涉及主要从事光学显微镜、光学元件组件和其他光学产品的研 发、生产和销售。 从基金十大重仓股角度 华夏策略混合（002031）基金经理为陈伟彦。 截至发稿，陈伟彦累计任职时间9年332天，现任基金资产总规模4.97亿元，任职期间最佳基金回报 44.15%， 任职期间最差基金回报-32.92%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华夏基金旗下1只基金重仓永新光学。华夏策略混合（002031）二季度减持2.35万股，持有 股数21.65万股，占基金净值比例为3.81%，位居第七大重仓股。根据测算，今日浮盈赚取约124.93万 元。 华夏策略混合（002031）成立 ...

New Stock Listings - New stock "Aomeisen" (920080) listed at an issue price of 8.25 on October 10, 2025[1] - "Shangwei New Materials" (688585) has a tender offer period from September 29 to October 28, 2025[1] Delisting and Trading Alerts - "Zitian Tui" (300280) is in the delisting arrangement period with only 1 trading day remaining[1] - "Pinming Technology" (688109) is experiencing severe abnormal fluctuations[1] Market Updates - Multiple companies including "Kesi Technology" (688788) and "Bory Medical" (688166) have recent announcements related to trading activities[1] - "Ganfeng Lithium" (002460) and "Luoyang Molybdenum" (603993) have also made recent disclosures[1] Additional Information - A total of 30 companies have been highlighted for various trading activities and announcements on October 10, 2025[1] - Links to detailed announcements for each company are provided for further insights[1]

股份变动性质： 股份减少 签署日期：二〇二五年十月 宁波永新光学股份有限公司 简式权益变动报告书 宁波永新光学股份有限公司 简式权益变动报告书 信息披露义务人： 宁兴（宁波）资产管理有限公司 住所： 浙江省宁波市鄞州区会展路 181 号常年展 1 号馆 6 层 F061-F062-1 通讯地址：浙江省宁波市鄞州区百丈街道和源路 510 号宁兴国贸大厦 38 楼 1 上市公司： 宁波永新光学股份有限公司 股票简称： 永新光学 股票代码： 603297 股票上市地点： 上海证券交易所 宁波永新光学股份有限公司 简式权益变动报告书 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、本报告书系根据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》及相关的法律、法规和部门规章的有关规定编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行不违反 信息披露义务人章程及内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 ...

证券代码：603297 证券简称：永新光学 公告编号：2025-039 宁波永新光学股份有限公司 关于持股 5%以上股东权益变动 触及 5%整数倍的提示性公告 宁兴（宁波）资产管理有限公司保证向本公司提供的信息真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | √其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他________/______ | 重要内容提示： 权益变动方向 比例增加□ 比例减少√ 权益变动前合计比例 10.56% 权益变动后合计比例 10.00% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否√ 是否触发强制要约收购义务 是□ 否√ 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | | □ | 控股股东/实控人 | | | 宁兴（宁波）资产管 | □ | ...

南财智讯10月9日电，永新光学公告，宁兴（宁波）资产管理有限公司基于自身资金需求，通过集中竞 价方式减持永新光学股份61.97万股，占总股本的0.56%，减持后持股数量为1109.37万股，占总股本的 10.00%。此次权益变动不会导致上市公司控制权变化，且宁兴资产非公司控股股东或实际控制人。此 外，宁兴资产未来12个月内无明确增减持计划，但如有变动将依法披露。 ...

Core Viewpoint - Ningbo Yongxin Optical Co., Ltd. announced that Ningxing (Ningbo) Asset Management Co., Ltd. reduced its shareholding by 619,700 shares, representing 0.56% of the total shares, bringing its ownership down from 10.56% to 10.00% [1] Summary by Relevant Sections - Shareholding Change - Ningxing Asset Management's shareholding decreased by 619,700 shares, which is 0.56% of the total shares [1] - The ownership percentage fell from 10.56% to 10.00%, triggering a change in equity that touches the 5% integer multiple situation [1] - Compliance with Previous Plans - The reduction in shareholding is part of Ningxing Asset Management's previously disclosed reduction plan and does not trigger a mandatory tender offer [1] - The actions are consistent with prior commitments and will not lead to changes in the company's controlling shareholder or actual controller [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [4] Core Views - The company has shown steady progress in its barcode module and semiconductor optics businesses, with expectations for recovery in the microscope business in the second half of the year [5][9] - The company’s revenue for H1 2025 was 441 million yuan, representing a year-on-year increase of 3.0%, while the net profit attributable to shareholders was 108 million yuan, up 8.8% year-on-year [6] - The optical components business generated 265 million yuan in revenue for H1 2025, accounting for 60.1% of total revenue, with a year-on-year growth of 4.4% [7] Summary by Sections Financial Performance - For H1 2025, the company reported a revenue of 441 million yuan, with a gross margin of 40.3% and a net margin of 24.6% [6] - The company’s revenue projections for 2023A to 2027E show a growth trajectory, with expected revenues of 1,763 million yuan by 2027, reflecting a compound annual growth rate [4][11] Business Segments - The barcode scanning and machine vision segments are experiencing steady growth, with the company maintaining its position as the global leader in optical component shipments [8] - The automotive LiDAR segment is expected to see accelerated growth in shipments, contributing significantly to profits in the second half of the year [8] - The medical optics segment is also projected to maintain high growth, with increasing penetration rates and collaborations with leading companies [8] - The semiconductor optics business is anticipated to gradually realize revenue from multiple key projects in the second half of the year [8] Market Position - The company has achieved a market share increase in high-end microscopes, with over 40% of its microscope shipments being high-end products [9] - The company’s barcode scanning business has transitioned from Tier 2 to Tier 1 status, indicating a significant improvement in its market position [8] Investment Recommendations - Based on the mid-year performance, the company’s profit forecasts for 2025-2027 have been adjusted to 270 million, 348 million, and 457 million yuan respectively, with corresponding P/E ratios of 45, 35, and 27 [9][11]