Market Overview - A-share market closed with a total of 60 stocks hitting the daily limit, with 50 stocks after excluding 10 ST stocks, and a total limit sealing rate of 69.77% [1] Top Performers - The highest limit sealing volume was seen in Gongyuan Co. with 922,300 hands, followed by Yunnan Tourism, Hongdou Co., and Dongruan Group with 326,300 hands, 229,400 hands, and 224,900 hands respectively [2] - Tianpu Co. achieved 13 consecutive limit ups, while Taimushi and Hangdian Co. had 5 and 4 consecutive limit ups respectively [2] Significant Capital Inflows - 17 stocks had limit sealing funds exceeding 100 million yuan, with Taimushi, Gongyuan Co., and Dongruan Group leading at 488 million yuan, 470 million yuan, and 254 million yuan respectively [2] Industry Highlights: Semiconductor - Companies in the photolithography and photoresist sector saw limit ups, including Kaimeteqi, Yongxin Optics, Xilong Science, Fuzheng Technology, and Huasoft Technology [3] - Kaimeteqi's electronic specialty gases are widely used in semiconductor processes, while Yongxin Optics produces photolithographic lenses for PCB equipment [3][4] Industry Highlights: Tourism - Yunnan Tourism, Qujiang Cultural Tourism, and Guilin Tourism experienced limit ups [5] - Yunnan Tourism has a comprehensive service capability in the cultural tourism industry, while Qujiang Cultural Tourism manages several national scenic spots [5] Industry Highlights: Optical Communication - Changfei Optical Fiber and Shijia Technology saw limit ups in the optical communication sector [6] - Changfei Optical Fiber maintains a leading position in market share and product development in the optical fiber and cable industry [6] Institutional and Retail Activity - Ganfeng Lithium received a net purchase of over 100 million yuan from the Shenzhen Stock Connect, leading the net buying list along with Kaimeteqi and Hongrun Construction [7] - Institutional net buying was also significant in Ganfeng Lithium, Hangaogroup, and Yuma Technology [7]

Group 1 - Honghe Technology plans to increase capital by 300 million yuan to its wholly-owned subsidiary Huangshi Honghe through debt-to-equity conversion, raising its registered capital from 700 million yuan to 1 billion yuan [1] - Huaxia Happiness has completed debt restructuring amounting to approximately 192.67 billion yuan, with a total of 24 billion yuan in overdue debts as of August 31 [1] - Chengyi Pharmaceutical's controlling shareholder plans to reduce its stake by up to 1.18%, amounting to 387,560 shares [1][2] Group 2 - Yuanwang Valley received a warning letter from the Shenzhen Securities Regulatory Bureau for failing to halt trading when its controlling shareholder's stake changed to a multiple of 5% [2] - Gongjin Co. received government subsidies of 8.9 million yuan, accounting for 11.13% of its latest audited net profit [3] - Maiwei Biotech's application for the listing of 9MW0813 injection has been accepted by the National Medical Products Administration [4] Group 3 - Jianfeng Group plans to repurchase shares worth between 20 million and 40 million yuan at a maximum price of 12.42 yuan per share [6] - Ankai Micro plans to invest 20 million yuan to acquire a 4% stake in Shiqi Future [7] - Pinming Technology's stock will continue to be suspended as it is actively pursuing a significant matter that may lead to a change in control [8] Group 4 - China Communications has signed new contracts worth 256.34 billion yuan from January to August, with domestic contracts totaling 206.05 billion yuan [18] - Round Express reported a revenue of 5.39 billion yuan in August, a year-on-year increase of 9.82% [38] - China Pacific Insurance's original insurance premium income reached 217.05 billion yuan from January to August, up 13.2% year-on-year [39] Group 5 - *ST Chuangxing's chairman is under investigation, and the general manager will act as the chairman during this period [40] - Fengshan Group signed a technical development contract with Tsinghua University for a project related to sodium-ion battery electrolytes [40] - Yongxin Optical stated that its optical components related to lithography machines account for less than 1% of its revenue [41] Group 6 - Tianyuan Dike's subsidiary received a government subsidy of 3.77 million yuan, representing 16.27% of its latest audited net profit [42] - Huaxiang Co. plans to issue convertible bonds to raise no more than 1.308 billion yuan for various projects [43] - Wolong Electric Drive reported that its robot-related products accounted for only 2.71% of total revenue in the first half of the year [44]

Core Viewpoint - Yongxin Optical (603297) issued a risk warning regarding its stock trading, clarifying that its main business includes optical microscope, barcode machine vision, laser radar, and medical optical businesses, with a focus on optical microscopes and core optical components [1] Company Overview - The company primarily operates in the fields of life sciences, smart healthcare, autonomous driving, and supermarket logistics [1] - The revenue from lithography equipment, which is not a core product of the company, accounts for less than 1% of total operating income, indicating that it will not have a significant impact on the company's performance [1]

证券代码：603297 证券简称：永新光学 公告编号：2025-038 宁波永新光学股份有限公司 股票交易风险提示公告 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。 一、二级市场交易风险 公司股票交易近期收盘价格累计涨幅较大。据同花顺数据，截至 2025 年 9 月 19 日收盘，公司股票市盈率（LYR）为 69.63 倍，市盈率（TTM）为 66.84 倍， 换手率为 31.97%。公司所属的申万行业分类"光学光电子（代码：801084）" 行业市盈率（TTM）为 56.54 倍，公司市盈率指标高于同行业平均水平，存在市 盈率较高的风险，敬请广大投资者注意投资风险。 二、公司关注并核实的相关情况 （一）媒体报道、市场传闻、热点概念情况 经公司自查，未发现对公司股票交易价格产生重大影响的媒体报道。关注到 部分媒体将公司归类到光刻机概念，公司主营业务为光学显微镜业务、条码机器 视觉业务、激光雷达业务及医疗光学业务，主要产品包括光学显微镜及核心光学 元组件等，产品主要应用于生命科学、智慧医疗、自动驾驶及商超物流等。光刻 机设备非 ...

Core Viewpoint - Yongxin Optical (603297.SH) focuses on optical microscope business, barcode machine vision, LiDAR, and medical optical business, with its products primarily used in life sciences, smart healthcare, autonomous driving, and logistics [1] Business Overview - The main products include optical microscopes and core optical components [1] - The revenue from lithography equipment, which is not a primary product of the company, accounts for less than 1% of total revenue, indicating it will not significantly impact the company's performance [1]

Market Overview - The optical and optoelectronic sector rose by 0.75% on September 19, with Tianshan Electronics leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Top Gainers - Tianshan Electronics (301379) closed at 29.54, up 19.98% with a trading volume of 360,500 shares [1] - Tengjing Technology (688195) closed at 132.14, up 14.94% with a trading volume of 151,800 shares [1] - Wavelength Optoelectronics (301421) closed at 108.30, up 14.60% with a trading volume of 248,300 shares [1] - Other notable gainers include Yingfeite (300582) up 14.14% and Fujing Technology (002222) up 10.00% [1] Top Losers - Biaosheng Sensor (300701) closed at 13.78, down 7.95% with a trading volume of 289,000 shares [2] - Helitai (002217) closed at 3.55, down 6.58% with a trading volume of 4,545,500 shares [2] - Chanzhan Optoelectronics (003019) closed at 39.67, down 6.06% with a trading volume of 146,900 shares [2] Capital Flow - The optical and optoelectronic sector saw a net inflow of 2.376 billion yuan from institutional investors, while retail investors experienced a net outflow of 855 million yuan [2][3] - Major stocks like Oufei Optoelectronics (002456) had a net inflow of 1.986 billion yuan from institutional investors [3] Individual Stock Performance - Oufei Optoelectronics (002456) had a net inflow of 1.986 billion yuan, representing 16.98% of its trading volume [3] - Fujing Technology (002222) saw a net inflow of 369 million yuan, accounting for 12.08% of its trading volume [3] - Wanrun Technology (002654) had a net inflow of 238 million yuan, representing 11.44% of its trading volume [3]

Group 1 - A-shares experienced significant market activity on September 19, with 59 stocks hitting the daily limit up and 26 stocks hitting the limit down [1] - The Xinjiang state-owned assets concept was active, with Tianfu Energy reaching the limit up [1] - The photolithography machine concept strengthened, with Yongxin Optical achieving three consecutive limit ups, and Fuchin Technology and Kaimete Gas both reaching the limit up within three days [1] - The energy metals sector saw gains, highlighted by Ganfeng Lithium hitting the limit up [1] Group 2 - Tianpu Co. achieved 13 consecutive limit ups, while *ST Zhengping had 10 limit ups in 13 days [1] - Other notable stocks included Taimusi with five consecutive limit ups, Hangdian Co. with four consecutive limit ups, and Changfei Fiber with three limit ups in four days [1] - Several companies, including *ST Gaohong, *ST Haiyuan, Jingxing Paper, Wanxiang Qianchao, and Xinhua Jin, faced consecutive limit downs, with *ST Gaohong experiencing six consecutive limit downs [2]

Core Viewpoint - The photolithography machine concept stocks have shown significant strength in trading, with several companies reaching new highs, indicating a strong market interest in this sector [1] Group 1: Stock Performance - Guanghua Optoelectronics has reached a 20% limit up, continuing to set new highs [1] - Tengjing Technology has increased by approximately 14%, also achieving a new high [1] - Other companies such as Kaimete Gas, Yongxin Optics, and Haili Co. have hit the limit up [1] - Maolai Optics has risen by about 8%, nearing the historical high of 500 yuan [1] - Yongxin Optics has experienced three consecutive trading days of limit up [1] Group 2: Company Specifics - Yongxin Optics has stated that it has not found any media reports that significantly impact its stock trading price [1] - The company acknowledges that it has been associated with the semiconductor and photolithography machine concepts by some media [1] - Yongxin Optics primarily focuses on optical microscopes and optical components, with no significant changes in its business model [1] - The revenue contribution from photolithography-related optical components is less than 1%, indicating it is not a core business for the company [1] - The company advises investors to be cautious of speculative trading related to hot concepts and to be aware of investment risks [1]

（文章来源：证券时报网） 数据宝统计，截至10:03，永新光学成交额10.13亿元，创2024年11月5日以来新高。最新股价上涨 10.00%，换手率7.31%。上一交易日该股全天成交额为7.76亿元。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

Core Viewpoint - The photolithography machine concept stocks have shown significant strength in trading, with several companies reaching new highs, indicating a strong market interest in this sector [1] Group 1: Stock Performance - Guanghua Optoelectronics has reached a 20% limit up, continuing to set new highs [1] - Tengjing Technology has increased by approximately 14%, also achieving a new high [1] - Other companies such as Kaimete Gas, Yongxin Optical, and Haili Co. have also hit the limit up [1] - Maolai Optical has risen by about 8%, nearing the historical high of 500 yuan [1] - Yongxin Optical has experienced three consecutive trading days of limit up [1] Group 2: Company Specifics - Yongxin Optical has stated that it has not found any media reports that significantly impact its stock trading price [1] - The company acknowledges being associated with the semiconductor and photolithography machine concepts but clarifies that its main business involves optical microscopes and optical components [1] - The optical components related to photolithography machines account for less than 1% of Yongxin Optical's revenue, indicating it is not a core business and will not significantly affect current performance [1] - The company's business model is characterized by customization, a variety of products, and small batch production, with applications across diverse fields [1]