证券之星消息，8月4日光学光电子板块较上一交易日上涨0.54%，宝明科技领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002992 | 宝明科技 | 64.00 | 6.56% | 5.85万 | | 3.66亿 | | 002222 | 福晶科技 | 40.39 | 5.02% | 21.57万 | | 8.60亿 | | 002289 | *ST宇顺 | 21.38 | 5.01% | 5.74万 | | 1.22亿 | | 000536 | 华映科技 | 4.66 | 4.72% | 176.51万 | | 8.16亿 | | 300939 | 秋田微 | 32.59 | 4.19% | 5.91万 | | 1.92亿 | | 688010 | 福光股份 | 33.09 | 2.92% | 3.22万 | | 1.05亿 | | 002 ...

格隆汇8月1日丨华体科技(603679.SH)在投资者互动平台表示，公司主营业务为智慧路灯等智慧城市基 础设施，业务不涉及商业航天领域。公司参股公司环天智慧业务涉及商业航天领域，相关情况请关注环 天智慧官网及公众号。 ...

Group 1 - The core viewpoint of the article is that Huati Technology (603679.SH) has outlined its 2025 energy storage and charging projects, which include the Huzhou Supercharging Station, Beichuan Heavy Truck Supercharging Station, and Hebei Energy Storage + Low-altitude Demonstration Station [1] - The company confirmed that there is no business product collaboration with AMD [1]

Group 1 - The core point of the article is the establishment of a new energy storage technology company by Huati Technology, which holds a 55% stake in the new venture [1] - The newly formed company, Huati New Energy Storage Technology (Sichuan) Co., Ltd., has a registered capital of 10 million RMB and its business scope includes energy storage technology services, photovoltaic equipment and components manufacturing, and emerging energy technology research and development [1] - The remaining 45% of the company is owned by Hainan Noki Investment Development Co., Ltd., indicating a strategic partnership in the energy sector [1]

Group 1 - As of July 21, 2023, 55 Sichuan-listed companies have disclosed their half-year performance forecasts, with 33 companies expecting profits and 22 facing potential losses [1] - The performance disparity among industries is increasing, with emerging sectors benefiting from policy support and market demand, while traditional industries are pressured by supply-demand imbalances and price fluctuations [1] Group 2 - New Yi Sheng is projected to have a net profit of 37 to 42 billion yuan, benefiting from the growth in AI-related computing power investments, marking a record high for the period [2] - Guo Cheng Mining and Huaxi Securities are notable performers, with both companies expecting net profit increases exceeding 10 times year-on-year, driven by non-recurring gains and improved asset quality, respectively [2] - Saint Noble Bio's net profit is expected to grow by 254% to 332% year-on-year, driven by increased exports of peptide raw materials in diabetes and anti-tumor fields [2] Group 3 - Traditional industries such as basic chemicals, power equipment, and non-ferrous metals are facing significant performance pressures, with Tongwei Co. expected to report a loss of 4.9 to 5.2 billion yuan, the largest loss among Sichuan-listed companies [3] - The losses for Tongwei Co. are attributed to ongoing supply-demand imbalances and persistently low product prices despite growth in new photovoltaic installations [3] - Other companies like Hongda Co. and Huati Technology are also forecasting losses due to falling zinc prices and increased competition, respectively [3] - The performance forecasts reflect a clear economic structural transformation, with emerging industries gaining an edge through policy support and technological advancements, while traditional sectors must adapt through capacity optimization and technological upgrades [3]

[Sichuan Huati Lighting Technology Co., Ltd. 2025 Half-Year Loss Forecast Announcement](index=1&type=section&id=%E5%9B%9B%E5%B7%9D%E5%8D%8E%E4%BD%93%E7%85%A7%E6%98%8E%E7%A7%91%E6%8A%80%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B82025%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E5%85%AC%E5%91%8A) [Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company anticipates a net loss for the first half of 2025, with unaudited figures provided Performance Forecast for H1 2025 | Item | Estimated Amount (RMB) | | :--- | :--- | | Net profit attributable to shareholders | -20.00 million to -30.00 million | | Net profit attributable to shareholders (excluding non-recurring items) | -22.00 million to -33.00 million | - The performance forecast data has not been audited by a certified public accountant[3](index=3&type=chunk) [Review of Prior Year Period Performance](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E4%B8%9A%E7%BB%A9%E6%83%85%E5%86%B5) The company was also in a loss position during the same period in 2024 Performance for the Same Period in 2024 | Item | Amount for Same Period in 2024 (RMB) | | :--- | :--- | | Net profit attributable to shareholders | -15.63 million | | Net profit attributable to shareholders (excluding non-recurring items) | -17.27 million | | Earnings per share | -0.10 | [Analysis of Reasons for the Current Period's Loss Forecast](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The projected loss is primarily due to adverse market conditions impacting the main business operations - **Impact on main business**: Due to market conditions, there has been a reduction and delay in projects, coupled with intensified industry competition, leading to a decline in operating performance and an expected loss[5](index=5&type=chunk) - Non-recurring gains and losses and accounting treatments did not have a significant impact on the company's loss forecast[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The performance forecast is a preliminary, unaudited calculation by the finance department - This performance forecast is a **preliminary calculation** by the company's finance department and has not yet been audited by a certified public accountant[6](index=6&type=chunk) - The company states that there are **no major uncertainties** that would affect the accuracy of this performance forecast[6](index=6&type=chunk) [Other Explanations](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) Final financial data will be confirmed in the official 2025 semi-annual report - The final, accurate financial data will be based on the company's officially disclosed 2025 semi-annual report, and investors are advised to be aware of investment risks[7](index=7&type=chunk)

Core Points - The company has completed the cancellation of 2,969,011 stock options due to the failure to meet the exercise conditions for the first two exercise periods of the 2023 stock option incentive plan [1][2] - The cancellation of stock options does not affect the company's share capital structure and will not have a substantial impact on its financial status or operating results [2] - The cancellation is in compliance with the relevant regulations of the "Management Measures for Equity Incentives of Listed Companies" and the company's 2023 stock option incentive plan [2]

特此公告。 | 证券代码：603679 | 证券简称：华体科技 | 公告编号：2025-049 | | --- | --- | --- | | 债券代码：113574 | 债券简称：华体转债 | | 四川华体照明科技股份有限公司董事会 四川华体照明科技股份有限公司 2025 年 7 月 12 日 关于部分股票期权注销完成的公告 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个别及连带责任。 四川华体照明科技股份有限公司（以下简称"公司"）于 2025 年 6 月 23 日召开 第五届董事会第十四次会议、第五届监事会第九次会议，审议通过了《关于注销部分 股票期权的议案》。鉴于公司《2023 年股票期权激励计划（草案）》首次授予第一个 可行权期到期未行权及首次授予第二个可行权期未达行权条件，相应已获授但尚未行 权的 296.9011 万份股票期权应由公司注销。具体内容详见公司 2025 年 6 月 25 日于上 交所（www.sse.com.cn）披露的《四川华体照明科技股份有限公司关于注销部分股票 期权的公告》（公告编号：2025-043 ...

Core Viewpoint - The company has signed a supplementary agreement due to the underperformance of the airport project, resulting in a reduction of the construction scale and adjustments to the scope of the franchise rights [1][4]. Original Contract Overview - The original franchise contract was signed on September 6, 2019, for the construction of smart streetlights in Chengdu's Shuangliu District, involving the removal of approximately 13,929 existing streetlights and the installation of an equal number of new smart streetlights [1][2]. - Additional installations included 158 charging piles, 1,006 LED displays, 25 box transformers, 750 manhole monitoring systems, and 5 bridge monitoring systems [2]. Completion Status of Original Contract - As of the announcement date, the airport project company has completed the construction of 3,892 smart streetlights and 102 charging piles, with a total of 6.21 million yuan in revenue from the project [2][3]. Reasons for Signing Supplementary Agreement - The supplementary agreement was necessitated by the project's slow progress and operational challenges, leading to a mutual decision to adjust the franchise rights [3][4]. - The adjusted franchise rights now include only the completed installations, with the remaining rights being returned to the authority without compensation [3]. Adjustments to Franchise Rights - The scope of the franchise rights has been reduced to include only the 3,892 smart streetlights and 102 charging piles, while the rights for the other installations have been returned to the authority [3]. - The franchise period remains unchanged, set to expire on June 23, 2034 [4]. Penalties for Delays - The airport project company is required to pay a penalty of 3.84 million yuan due to the changes in the construction scale, which may incur additional costs for the authority [4]. Impact on Company - The signing of the supplementary agreement will not have a significant impact on the company's operating performance or profits [4].

| 证券代码：603679 | 证券简称：华体科技 | 公告编号：2025-048 | | --- | --- | --- | | 债券代码：113574 | 债券简称：华体转债 | | 四川华体照明科技股份有限公司 关于签订重大合同补充协议的公告 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个别及连带责任。 重要内容提示： 本次签订补充协议的原因：因项目推进及运营不及预期，空港项目公司 尚未完成原《特许经营合同》约定的其余建设内容，经空港项目公司与双流区综 合执法局协商一致，双方就特许经营权调减的有关事宜，特订立补充协议。 对公司的影响：本协议签署后，成都市双流区智慧城市（智慧路灯）建 设项目的建设规模将相应调减，建设项目将终止，特许经营权范围将相应调整， 空港项目公司因项目建设规模变更，需要支付384万元建设超期延误金。本次协 议的签署不会对公司经营业绩及利润产生重大影响。 一、原合同概述 四川华体照明科技股份有限公司（以下简称"公司"）于2019年9月6日，披 露了《四川华体照明科技股份有限公司重大合同公告》（公告编号：2019 ...