Core Viewpoint - Ruichuang Micro-Nano (688002.SH) announced the completion of a share reduction plan by major shareholder Li Weicheng, who has introduced strategic investors to support the company's strategic development needs [1] Group 1 - Li Weicheng reduced his holdings by 7.5637 million shares, accounting for 1.64% of the company's total share capital [1]

新京报贝壳财经讯 9月2日，睿创微纳公告，持股5%以上股东李维诚原计划通过大宗交易减持不超800 万股，占1.75%。截至2025年9月2日，其以大宗交易方式减持756.37万股，占1.64%，成交价67.71元/ 股，金额5.12亿元，减持计划已完成；目前持股3490.64万股，占7.58%。杭州产投致兴受让上述股份， 浙江产投拟支持公司开展战略合作。 编辑 王进雨 ...

证券代码：688002 证券简称：睿创微纳 烟台睿创微纳技术股份有限公司 2025 年第二次临时股东大会会议资料 2025 年 9 月 烟台睿创微纳技术股份有限公司 2025 年第二次临时股东大会会议资料 2025 年第二次临时股东大会 目录 | 2025 | 年第二次临时股东大会会议须知 | 2 | | --- | --- | --- | | 2025 | 年第二次临时股东大会会议议程 | 4 | | 2025 | 年第二次临时股东大会会议议案 | 6 | | | 议案一、关于取消监事会及监事、变更公司注册资本并修订《公司 | | | | 章程》的议案 | 6 | | | 议案二、关于制定、修订公司部分治理制度的议案 | 9 | 1 烟台睿创微纳技术股份有限公司 2025 年第二次临时股东大会会议资料 烟台睿创微纳技术股份有限公司 2025 年第二次临时股东大会会议须知 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，根据《中华人民共和国公司法》、《中华人民共和国证券法》、 《上市公司股东大会规则》以及《烟台睿创微纳技术股份有限公司章程》、《烟 台睿创微纳技术股份有限公司 ...

| 证券代码：688002 | 证券简称：睿创微纳 | 公告编号：2025-066 | | --- | --- | --- | | 转债代码：118030 | 转债简称：睿创转债 | | 烟台睿创微纳技术股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 李维诚先生及其一致行动人石筠女士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。 一、 信息披露义务人及其一致行动人的基本信息 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______________（请注明） | 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 9.64% 权益变动后合计比例 7.99% 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□√ 3.一致行动人信息 | 一致行动人名称 | ...

| 证券代码：688002 | 证券简称：睿创微纳 | 公告编号：2025-065 | | --- | --- | --- | | 转债代码：118030 | 转债简称：睿创转债 | | 大股东持有的基本情况 本次减持计划实施前，公司持股 5%以上股东、董事李维诚先生持有公司 42,470,130 股股份，占公司总股本的 9.23%。 减持计划的实施结果情况 烟台睿创微纳技术股份有限公司 关于引入战略投资者、持股 5%以上股东减持计划完 成暨减持股份结果公告 本公司董事会、全体董事及相关股东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： 引入战略投资者的基本情况 基于公司战略发展需要，引入看好公司内在价值和未来发展的战略投资者， 烟台睿创微纳技术股份有限公司（以下简称"公司"、"睿创微纳"）持股 5% 以上股东李维诚于 2025 年 9 月 2 日与浙江省产投集团有限公司（以下简称"浙 江产投"）旗下基金杭州产投致兴股权投资合伙企业（有限合伙）签署了《大宗 交易协议》 （以下简称"本协议"），本次股权转让完成后，浙江产投拟支持 ...

睿创微纳公告，持股5%以上股东李维诚原计划通过大宗交易减持不超800万股，占1.75%。截至2025年9 月2日，其以大宗交易方式减持756.37万股，占1.64%，成交价67.71元/股，金额5.12亿元，减持计划已 完成；目前持股3490.64万股，占7.58%。杭州产投致兴受让上述股份，浙江产投拟支持公司开展战略合 作。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月2日，睿创微纳收跌1.63%，收盘价为75.50元，发生1笔大宗交易，合计成交量756.37万股，成交金 额5.12亿元。 第1笔成交价格为67.71元，成交756.37万股，成交金额51,213.81万元，溢价率为-10.32%，买方营业部为 中信证券股份有限公司杭州婺江路证券营业部，卖方营业部为中信证券（山东）有限责任公司烟台长江 路证券营业部。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为5.12亿元。该股近5个交易日累计 上涨3.52%，主力资金合计净流出2037.44万元。 责任编辑：小浪快报 ...

9月2日，睿创微纳大宗交易成交756.37万股，成交额5.12亿元，占当日总成交额的46.1%，成交价67.71元，较市场收盘价75.5元折价10.32%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-09-02 | 睿创微纳 | 688002 | 67.71 51213.81 | 756.37 | 中信证券股份有限 | 中信证券(山东) | | | | | | | 公司杭州婺江路证 | 有限责任公司烟台 | | | | | | | Jake wholes . I 1 . dart | I di News page by man Jakk observer. I I adapt | ...

Core Viewpoint - Ruichuang Micro-Nano (688002.SH) reported significant growth in its 2025 semi-annual results, with revenue reaching 2.544 billion yuan, a year-on-year increase of 25.82%, and net profit attributable to shareholders rising by 56.46% to 351 million yuan [1][3] Financial Performance - The company achieved a remarkable acceleration in performance during the first half of 2025, with a notable quarterly performance in Q2, where revenue was 1.41 billion yuan, up 38.7%, and net profit surged 114.3% to 205 million yuan, marking the highest quarterly revenue since 2018 [3] - The gross margin for the first half was 50.72%, an increase of 1.26 percentage points year-on-year, while the net margin improved by 2.83 percentage points to 11.37% [3] - Cash flow from operating activities saw a substantial improvement, with a net cash flow of 318 million yuan, a year-on-year increase of 328.46%, attributed to increased cash inflow from product sales [4] Business Segments - The infrared thermal imaging and optoelectronic business significantly contributed to revenue, generating 2.402 billion yuan, a 36.6% increase, accounting for 94.42% of total revenue [6] - The company is focused on a full industry chain layout in the infrared field, covering infrared chips, detectors, thermal imaging modules, and complete thermal imaging systems [6] - The domestic market was the primary revenue contributor, accounting for 74.69% of total revenue at 1.899 billion yuan, while overseas revenue was 583 million yuan, representing 22.94% [6] Research and Development - The company increased its R&D investment, with expenses reaching 508 million yuan, a 36.95% year-on-year increase, representing 19.96% of total revenue [6] Challenges - Despite positive performance, the company faces challenges with accounts receivable and inventory, which increased significantly compared to the beginning of the period, with accounts receivable at 1.452 billion yuan (up 10.22%) and inventory at 1.962 billion yuan (up 12.47%) [7] Market Outlook - The rapid development of low-altitude economy and AI technology may further highlight the advantages of Ruichuang Micro-Nano's full industry chain layout in the infrared sector [8]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company achieved a revenue of 2.544 billion yuan in the first half of 2025, representing a year-on-year increase of 25.82%, and a net profit attributable to the parent company of 351 million yuan, up 56.47% year-on-year [1][8] - The core growth drivers are the infrared thermal imaging and optoelectronic businesses, leveraging a full-chain advantage from detectors to systems, capturing opportunities in special equipment upgrades and increasing penetration in civilian applications [8] - The company continues to optimize its product mix, increasing the proportion of high-value large-area and small-pixel products, which enhances both gross and net profit margins [8] - Financially, the company maintains a robust position with total assets of 9.344 billion yuan, a 6.11% increase from the beginning of the year, and a net profit margin of 13.18% [8] Financial Forecasts - The company forecasts total revenue of 4.316 billion yuan for 2024, 5.228 billion yuan for 2025, and 6.192 billion yuan for 2026, with corresponding net profits of 670 million yuan and 874 million yuan for 2025 and 2026 respectively [1][9] - The projected P/E ratios are 53 for 2025, 41 for 2026, and 34 for 2027 [1][9] - The company expects a net profit growth rate of 17.79% for 2025 and 30.48% for 2026 [9] Competitive Position - The company has achieved mass production of 8μm and 6μm uncooled infrared detectors, solidifying its global technological leadership [8] - It has launched the industry's first intelligent perception solution that integrates infrared, visible light, and 4D millimeter-wave radar, entering the autonomous driving sector [8] - The company is actively expanding its production capacity and R&D platforms, with a focus on enhancing its competitive edge through strategic investments [8]