人民财讯11月19日电，福光股份(688010)11月19日公告，公司控股股东中融投资拟自公告披露之日起6 个月内，通过上海证券交易所允许的方式(包括但不限于集中竞价交易、大宗交易等)增持公司股份。增 持金额不低于8000万元，不超过1.5亿元，增持价格不低于21元/股。资金来源为自有资金或自筹资金(包 括股票增持专项贷款)，光大银行已向中融投资出具《贷款承诺函》，同意为中融投资增持公司股票提 供专项贷款，贷款额度不超过1.35亿元，期限3年。 ...

格隆汇11月19日丨福光股份(688010.SH)公布，公司控股股东中融(福建)投资有限公司(以下简称"中融投 资")基于对公司未来发展的信心和长期投资价值认可，拟自本公告披露之日起6个月内，通过上海证券 交易所允许的方式(包括但不限于集中竞价交易、大宗交易等)增持公司股份。增持金额不低于8,000万元 人民币，不超过15,000万元人民币，增持价格不低于21.00元(含)/股。资金来源为自有资金或自筹资金 (包括股票增持专项贷款)，中国光大银行福州分行(以下简称"光大银行")已向中融投资出具《贷款承诺 函》，同意为中融投资增持公司股票提供专项贷款，贷款额度不超过人民币13,500万元，期限3年。 ...

Report's Investment Rating for the Industry - No information about the industry investment rating is provided in the report. Core Viewpoints of the Report - The report regularly tracks the latest information on private exchangeable bond (private EB) projects from public channels, including basic elements such as issuance scale, underlying stocks, and main underwriters, while noting that issuance terms may change and advising to consult the final prospectus and relevant lead underwriters for issuance progress [1]. Summary by Related Catalog New Project Information Last Week - The private exchangeable bond project of Yingfeng Group Co., Ltd. in 2025 was approved by the exchange, with a proposed issuance scale of 1 billion yuan (down from the previous scale), underlying stocks being Yingfeng Environment/Baina Qiancheng (000967.SZ/300291.SZ), and main underwriters being Shen港 Securities, CICC, and Huafu Securities (CICC and Huafu were newly added compared to before), updated on October 30, 2025 [1]. - The private exchangeable bond project of Guangdong Guangxin Holdings Group Co., Ltd. in 2025 was approved by the exchange, with a proposed issuance scale of 3 billion yuan, underlying stocks being Shengyi Technology/Xinghu Technology (600183.SH/600866.SH), and the main underwriter being CITIC Securities, updated on October 30, 2025 [1]. - The private exchangeable bond project of Fujian State - owned Assets Management Co., Ltd. in 2025 was approved by the exchange, with a proposed issuance scale of 200 million yuan, the underlying stock being Fuguang Co., Ltd. (688010.SH), and the main underwriter being Guoxin Securities, updated on October 29, 2025 [1]. - The private technology - innovation exchangeable bond project of Chongqing Xiaokang Holdings Co., Ltd. in 2025 was approved by the exchange, with a proposed issuance scale of 3 billion yuan, the underlying stock being Seres (601127.SH), and the main underwriter being Hongta Securities, updated on October 28, 2025 [1]. - The private technology - innovation exchangeable bond project of New Hope Group Co., Ltd. in 2025 received feedback from the exchange, with a proposed issuance scale of 4.5 billion yuan, the underlying stock being New Hope (000876.SZ), and the main underwriter being CICC, updated on October 31, 2025 [1]. - The private technology - innovation exchangeable bond project of Sichuan Jiuzhou Investment Holdings Group Co., Ltd. in 2025 received feedback from the exchange, with a proposed issuance scale of 1 billion yuan, the underlying stock being Sichuan Jiuzhou (000801.SZ), and the main underwriter being CITIC Securities, updated on October 28, 2025 [1]. - The private exchangeable bond project of Haixia Innovation Internet Co., Ltd. in 2025 was accepted by the exchange, with a proposed issuance scale of 300 million yuan, the underlying stock being Fengzhushou (301382.SZ), and the main underwriter being Dongguan Securities, updated on October 31, 2025 [1]. Overall Project Status (Table 1) - There are multiple private exchangeable bond projects in different statuses (approved, received feedback, accepted), including details such as bond names, main underwriters, issuance scales, underlying stocks, project statuses, and update dates [3].

Group 1 - Fuguang Co., Ltd. (688010.SH) reported its Q3 2025 results on October 30, 2025, with 12 institutional investors holding a total of 90.45 million shares, representing 56.34% of the total share capital [1] - The top ten institutional investors collectively hold 56.08% of the shares, with a decrease of 6.43 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, three funds increased their holdings compared to the previous period, with a total increase ratio of 0.39% [2] - One new public fund was disclosed this period, namely the Southern Semiconductor Industry Stock Initiation A [2] - A total of 136 public funds were not disclosed in this period, including several notable funds in the semiconductor sector [2]

Core Viewpoint - Fuguang Co., Ltd. reported a total operating revenue of 478 million yuan for the first three quarters of 2025, reflecting a year-on-year increase of 3.88% [1] - The net profit attributable to shareholders of the parent company was a loss of 46.9956 million yuan, which is an increase in loss of 13.23 million yuan compared to the same period last year [1] - The basic earnings per share were -0.3 yuan [1]

Company Performance - Fuguang Co., Ltd. reported a revenue of approximately 478 million yuan for the first three quarters of 2025, representing a year-on-year increase of 3.88% [1] - The company recorded a net loss attributable to shareholders of approximately 47 million yuan, with a basic earnings per share loss of 0.3001 yuan [1] Market Context - As of the report, Fuguang Co., Ltd. has a market capitalization of 4.5 billion yuan [2] - The A-share market has surpassed 4000 points, indicating a significant market resurgence after a decade of stagnation, with a new "slow bull" market pattern emerging [2]

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。 福建福光股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日召开第四 届董事会第十一次会议，审议通过《关于计提资产减值准备及核销部分应付账 款的议案》，现将相关情况公告如下： 一、计提资产减值准备情况概述 根据《企业会计准则》以及公司会计政策、会计估计的相关规定，为了真 实、准确地反映公司截至 2025 年 9 月 30 日的财务状况，本着谨慎性原则，公 司对截至 2025 年 9 月 30 日公司及下属子公司的资产进行了减值测试，对可能 发生资产减值损失的相关资产计提减值准备。2025 年第三季度确认的资产减值 损失为 1,454.25 万元，具体如下表： 单位：万元 | 序号 | 项目 | 本期发生额 | 备注 | | --- | --- | --- | --- | | 1 | 信用减值损失 | 960.58 | 应收账款坏账损失 | | 2 | 信用减值损失 | -91.42 | 应收票据坏账损失 | | 3 | 信用减值损失 | -39.90 | 其他 ...

Financial Performance - The company's operating revenue for the third quarter was ¥179,017,550.73, a decrease of 5.53% compared to the same period last year[4] - The total profit for the third quarter was -¥22,201,210.04, with a year-to-date total profit of -¥61,088,066.48[4] - The net profit attributable to shareholders for the third quarter was -¥18,223,229.74, reflecting a significant decrease of 1,588.06% year-on-year[4] - Total operating revenue for the first three quarters of 2025 reached CNY 477,750,079.80, an increase of 3.6% compared to CNY 459,915,599.37 in the same period of 2024[20] - The net loss for the first three quarters of 2025 was CNY 47,442,576.72, compared to a net loss of CNY 34,112,911.79 in the same period of 2024, representing a decline of 39.2%[21] - The company reported a total comprehensive loss of CNY 41,912,388.49 for the first three quarters of 2025, compared to a loss of CNY 34,242,222.42 in 2024[22] Research and Development - Research and development expenses amounted to ¥19,162,367.94, representing 10.70% of operating revenue, an increase of 2.57 percentage points compared to the previous year[5] - Research and development expenses increased to CNY 52,729,714.52 in 2025, up 17.8% from CNY 44,765,623.00 in 2024[21] - Research and development expenses for the first three quarters of 2025 were ¥20.54 million, slightly lower than ¥22.62 million in the same period of 2024[30] Cash Flow and Liquidity - The company reported a net cash flow from operating activities of -¥62,380,775.40, a decrease of 263.62% year-to-date[4] - Cash inflow from operating activities for the first three quarters of 2025 was CNY 394.21 million, a decrease of 10.7% compared to CNY 441.65 million in the same period of 2024[24] - Net cash flow from operating activities was negative CNY 62.38 million in 2025, contrasting with a positive CNY 38.13 million in 2024[25] - Cash flow from operating activities for the first three quarters of 2025 showed a net outflow of ¥115.68 million, compared to a net outflow of ¥55.72 million in 2024[33] - The company reported a net increase in cash and cash equivalents of negative CNY 126.86 million for the first three quarters of 2025, compared to negative CNY 35.30 million in 2024[25] Assets and Liabilities - Total assets at the end of the reporting period were ¥2,682,507,901.09, a 4.02% increase from the end of the previous year[5] - The company's total assets amounted to CNY 2,682,507,901.09, an increase from CNY 2,578,730,194.41 year-over-year[17] - Total liabilities increased to CNY 1,004,194,920.30, compared to CNY 878,149,421.82 in the previous year, reflecting a growth of 14.3%[17] - Total current assets increased to CNY 1.55 billion as of September 30, 2025, up from CNY 1.28 billion at the end of 2024, representing a growth of 21.1%[27] - The company's total equity increased slightly to CNY 1.70 billion as of September 30, 2025, compared to CNY 1.69 billion at the end of 2024, showing a marginal growth of 0.6%[29] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 11,725[10] - The company has a total of 1,723,682 shares held in the repurchase special securities account, accounting for 1.07% of total shares[13] - The company has not reported any significant changes in the top 10 shareholders or their participation in margin trading activities[14] Other Notable Information - The company has implemented a new equity incentive plan, resulting in increased share-based payment expenses compared to the previous year[9] - Government subsidies recognized during the period amounted to ¥4,647,448.01, contributing to the overall financial performance[7] - The company has not disclosed any new product developments or technological advancements during the reporting period[14] - There are no significant mergers or acquisitions reported in the latest financial disclosures[14] - The company has not applied new accounting standards starting from 2025[35]

Core Viewpoint - The company, Fujian Fuguang Co., Ltd., is set to hold a third-quarter performance briefing on November 4, 2025, to enhance communication with investors and provide insights into its operational results and financial status for the third quarter of 2025 [2][3]. Group 1: Meeting Details - The performance briefing will take place on November 4, 2025, from 16:00 to 17:00 at the Shanghai Stock Exchange Roadshow Center [2][4]. - The meeting will be conducted in an online text interaction format, allowing for real-time engagement with investors [3][4]. - Investors are encouraged to submit questions via email to the company's board office by November 3, 2025, to facilitate efficient communication during the briefing [5]. Group 2: Participants - Key participants in the briefing will include the Chairman and General Manager, Mr. He Wenbo, the Secretary of the Board, Mr. Huang Jian, the Chief Financial Officer, Mr. Xie Zhongheng, and the Independent Director, Ms. Guo Xiaohong [4]. Group 3: Investor Participation - Investors can log in to the Shanghai Stock Exchange Roadshow Center to participate in the performance briefing [5]. - The company will address commonly asked questions from investors during the briefing, within the limits of information disclosure regulations [5][6].

证券代码：688010 证券简称：福光股份 公告编号：2025-050 福建福光股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本次业绩说明会将于 2025 年 11 月 04 日（星期二）16:00-17:00 在上海证券 交易所上证路演中心（网址：http://roadshow.sseinfo.com/）以网络文字互动的方 式召开。 三、参会人员 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： ●会议召开时间：2025 年 11 月 04 日 （星期二） 16:00-17:00 ● 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） ●会议召开方式：上证路演中心网络文字互动 ●投资者可于 2025 年 11 月 03 日（星期一）17:00 前将有关问题通过电子邮 件的形式发送至公司董事会办公室邮箱 zhengquan01@forecam.com。公司将在业 绩说明会上对投资者普遍关注 ...