证券日报网讯9月22日晚间，沃格光电（603773）发布关于非公开发行限售股上市流通的公告称，公司 本次股票上市类型为非公开发行股份；股票认购方式为网下，本次股票上市流通总数为19，240，451 股。本次股票上市流通日期为2025年9月29日。 ...

证券代码：603773 证券简称：沃格光电 公告编号：2025-074 江西沃格光电集团股份有限公司 关于非公开发行限售股上市流通的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为非公开发行股份；股票认购方式为网下，上市股数为 19,240,451股。 本次股票上市流通总数为19,240,451股。 本次股票上市流通日期为2025 年 9 月 29 日。 一、 本次限售股上市类型 2022 年 7 月 21 日，江西沃格光电集团股份有限公司（以下简称"公司"）收到中 国证券监督管理委员会出具的《关于核准江西沃格光电股份有限公司非公开发行股票的 批复》（证监许可【2022】1497 号），核准公司非公开发行不超过 14,800,347 股新股， 发生转增股本等情形导致总股本发生变化的，可相应调整本次发行数量，该批复自核准 发行之日起 12 个月内有效。具体内容详见公司于 2022 年 7 月 22 日在上海证券交易所 网站披露的《江西沃格光电股份有限公司关于非公开发行股票申请获得中国证 ...

华西证券股份有限公司 关于江西沃格光电集团股份有限公司 非公开发行限售股上市流通的核查意见 华西证券股份有限公司（以下简称"保荐机构"或"华西证券"）作为江西 沃格光电集团股份有限公司（以下简称"沃格光电"或"公司"）2021 年度非 公开发行 A 股股票的保荐机构，根据《证券发行上市保荐业务管理办法》《上 海证券交易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号 ——规范运作》《上海证券交易所上市公司自律监管指引第 11 号——持续督导》 等相关法规和规范性文件的规定，对沃格光电本次限售股上市流通的事项进行了 审慎核查，核查情况如下： 一、本次限售股上市类型 沃格光电本次上市流通的类型为非公开发行限售股。 （一）非公开发行核准情况 2022 年 7 月 21 日，公司收到中国证监会出具的《关于核准江西沃格光电股 份有限公司非公开发行股票的批复》（证监许可【2022】1497 号）核准批文， 核准公司非公开发行不超过 14,800,347 股新股。公司本次最终发行数量为 14,800,347 股。 （二）股份登记及限售安排 公司于 2022 年 9 月 28 日在中国证券登记结算有限责任公司上 ...

Group 1 - The company Woge Optoelectronics (SH 603773) announced that approximately 19.24 million restricted shares will be unlocked and listed for trading on September 29, 2025, representing 8.57% of the total share capital [1] - For the fiscal year 2024, Woge Optoelectronics' revenue composition is as follows: 99.84% from the optoelectronic device industry and 0.16% from other businesses [1] - As of the report date, Woge Optoelectronics has a market capitalization of 7.7 billion yuan [1]

证券代码：603773 证券简称：沃格光电 公告编号：2025-073 江西沃格光电集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频录播和网络互动 投资者可于 2025 年 9 月 19 日（星期五）至 9 月 25 日（星期四）16:00 前登录 上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 mail@wgtechjx.com 进 行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 一、 说明会类型 本次投资者说明会以视频结合网络互动召开，公司将针对 2025 年半年度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围内就投 资者普遍关注的问题进行回答。 江西沃格光电集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发布 公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 ...

Group 1 - The core viewpoint of the news is that Woge Optoelectronics has seen a significant increase in stock price and trading volume, indicating positive market sentiment towards the company [1] - As of September 15, Woge Optoelectronics' stock price rose by 5.13% to 38.15 CNY per share, with a trading volume of 326 million CNY and a turnover rate of 4.26%, resulting in a total market capitalization of 8.561 billion CNY [1] - The company, established on December 14, 2009, and listed on April 17, 2018, specializes in FPD optoelectronic glass processing, with its main business revenue composition being 51.83% from optoelectronic display devices, 29.63% from optoelectronic glass processing, and 18.44% from other sources [1] Group 2 - Longcheng Fund's Longcheng Jiujia Innovation Growth Mixed A Fund (004666) is among the top ten circulating shareholders of Woge Optoelectronics, having increased its holdings by 500,000 shares to a total of 5.5 million shares, representing 2.69% of circulating shares [2] - The fund has achieved a year-to-date return of 33.95%, ranking 2168 out of 8246 in its category, and a one-year return of 107.46%, ranking 383 out of 8054 [2] - The fund manager, You Guoliang, has a tenure of 5 years and 329 days, with the best fund return during this period being 140.03% [2] Group 3 - Woge Optoelectronics is a top ten heavy stock in Longcheng Jiujia Innovation Growth Mixed A Fund (004666), with the fund holding 5.5 million shares, which accounts for 3.89% of the fund's net value [3] - The fund has realized a floating profit of approximately 10.23 million CNY from its investment in Woge Optoelectronics [3]

Core Viewpoint - Woge Optoelectronics experienced a 5.13% increase in stock price, reaching 38.15 CNY per share, with a trading volume of 326 million CNY and a turnover rate of 4.26%, resulting in a total market capitalization of 8.561 billion CNY [1] Company Overview - Jiangxi Woge Optoelectronics Group Co., Ltd. is located in Xinyu High-tech Industrial Development Zone, Jiangxi Province, and was established on December 14, 2009, with its listing date on April 17, 2018 [1] - The company's main business involves FPD optoelectronic glass processing, with revenue composition as follows: 51.83% from optoelectronic display devices, 29.63% from optoelectronic glass processing, and 18.44% from other sources [1] Fund Holdings - According to data, one fund under Huatai PineBridge has a significant holding in Woge Optoelectronics. The Huatai Growth Navigator Mixed A Fund (018442) held 308,800 shares in the second quarter, unchanged from the previous period, accounting for 4.52% of the fund's net value, making it the sixth-largest holding [2] - The fund has generated an estimated floating profit of approximately 574,400 CNY today [2] Fund Performance - The Huatai Growth Navigator Mixed A Fund (018442) was established on August 22, 2023, with a latest scale of 84.9285 million CNY. Year-to-date, it has achieved a return of 43.96%, ranking 1192 out of 8246 in its category; over the past year, it has returned 79.51%, ranking 1058 out of 8054; and since inception, it has returned 38.49% [2] Fund Management - The fund manager of Huatai Growth Navigator Mixed A Fund is Zuo Jian, who has a cumulative tenure of 10 years and 129 days. The total asset size of the fund is 168 million CNY, with the best fund return during his tenure being 169.5% and the worst being -9.04% [3]

证券研究报告 公司点评（R3） 沃格光电(603773.SH) 电子｜ 光学光电子 传统主业经营稳健，玻璃基业务逐步贡献收入 | 预测指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入(亿元) | 18.14 | 22.21 | 30.53 | 42.28 | 62.17 | | 归母净利润(亿元) | -0.05 | -1.22 | 0.68 | 1.84 | 3.46 | | 每股收益（元） | 18.14 | 22.21 | 30.53 | 42.28 | 62.17 | | 每股净资产（元） | 6.13 | 5.59 | 5.90 | 6.72 | 8.27 | 资料来源： iFinD ，财信证券 投资要点： 涨跌幅比较 % 1M 3M 12M 沃格光电 42.53 81.96 117.66 光学光电子 8.89 16.51 41.43 -11% 39% 89% 139% 2024-09 2024-12 2025-03 2025-06 沃格光电 光学光电子 袁鑫 分析师 执 ...

Core Insights - The perovskite battery concept has seen a significant increase of 5.67%, ranking fourth among concept sectors, with 54 stocks rising, including notable gainers like Xian Dao Intelligent and Li Yuan Heng, which hit the 20% limit up [1][2] Market Performance - The perovskite battery sector attracted a net inflow of 4.305 billion yuan, with 43 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows. Leading the inflow was Xian Dao Intelligent with 1.968 billion yuan [2][3] - Other notable stocks with significant net inflows include Longi Green Energy (0.408 billion yuan), Tongwei Co. (0.356 billion yuan), and Huagong Technology (0.353 billion yuan) [2] Stock Performance - Top performers in the perovskite battery sector included: - Xian Dao Intelligent: +20.01% with a turnover rate of 19.94% and a net inflow of 1.968 billion yuan [3] - Li Yuan Heng: +20.00% with a net inflow rate of 8.64% [4] - Mingyang Smart Energy: +9.97% with a net inflow rate of 18.04% [5] - Stocks with the highest net inflow ratios included Xizi Clean Energy (22.02%), Mingyang Smart Energy (18.04%), and Yaopi Glass (15.13%) [3][5] Decliners - The stocks with the largest declines included China Nuclear Power (-0.46%), Huangshi Group (-0.26%), and Lushan New Materials (-0.08%) [1][6]

Core Insights - The PET copper foil sector has seen a significant increase of 5.88%, ranking third among concept sectors in terms of growth [2] - A total of 44 stocks within this sector experienced gains, with notable stocks like XianDao Intelligent and LiYuanHeng hitting the 20% limit up [2] - The sector attracted a net inflow of 3.277 billion yuan from major funds, with XianDao Intelligent leading the inflow at 1.968 billion yuan [2][3] Market Performance - The top-performing concept sectors for the day included: - Solid-state batteries: +6.90% - Sodium-ion batteries: +6.72% - PET copper foil: +5.88% - Perovskite batteries: +5.67% - Two-wheeled vehicles: +5.52% [2] Fund Flow Analysis - Major fund inflow ratios were led by: - GuangHua Technology: 41.16% - OuKe Technology: 29.90% - JieMei Technology: 19.52% [3] - The top stocks by fund inflow included: - XianDao Intelligent: 1.968 billion yuan - DaDongNan: 280.10 million yuan - GuangHua Technology: 218.74 million yuan [4]