证券代码：688010 证券简称：福光股份 公告编号：2025-045 福建福光股份有限公司 关于公司核心技术人员离职的公告 雷洪涛先生与公司签有保密协议，在工作期间作为发明人申请的相关专 利均为非单一发明人且所有权利均归属于公司或者子公司，不存在涉及职务发明 专利权属纠纷或潜在纠纷，亦不影响公司专利权属完整性； 雷洪涛先生离职后，其所负责的工作已完成交接，其离职不会给公司生 产经营及研发工作带来实质性影响，亦不会影响公司持有的核心技术及其专利权 属完整性。 一、核心技术人员离职的具体情况 公司核心技术人员雷洪涛先生因个人原因辞去所任职务，并于近日办理完成 相关离职手续。公司及董事会对雷洪涛先生在职期间为公司做出的贡献表示衷心 感谢！ （一）核心技术人员的具体情况 雷洪涛先生，中国国籍，无境外永久居留权，1973 年 5 月出生，大专学历， 物联网应用与技术专业。2012 年加入公司，历任：福建福光光电科技有限公司 技术副总经理等技术管理职务、福建福光天瞳光学有限公司研发二部专案工程师 （部长级）。现任福建福光天瞳光学有限公司组装事业部工艺课专案工程师（部 长级）。 截至本公告披露日，雷洪涛先生未直接持有公司 ...

Group 1 - The optical and optoelectronic sector increased by 0.98% on August 5, with Fuguang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] - Fuguang Co., Ltd. had a closing price of 35.99, with a significant increase of 8.76% and a trading volume of 108,200 shares, resulting in a transaction value of 383 million yuan [1] Group 2 - The optical and optoelectronic sector saw a net inflow of 76.802 million yuan from institutional investors, while retail investors contributed a net inflow of 26.5 million yuan [2] - The sector experienced a net outflow of 342 million yuan from speculative funds [2] - The trading data indicates that Fuguang Co., Ltd. had a net inflow of 67.2279 million yuan from institutional investors, representing 6.93% of the total [3]

Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the six-month moving average, with an increase of 0.70% [1] - The total trading volume of A-shares reached 1.29 trillion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 120 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Fuheng New Materials: 5.55% deviation, closing price at 15.15 yuan, with a daily increase of 6.77% and turnover rate of 13.58% [1] - Canqin Technology: 5.40% deviation, closing price at 27.66 yuan, with a daily increase of 6.59% and turnover rate of 3.17% [1] - Fuling Electric: 4.86% deviation, closing price at 9.90 yuan, with a daily increase of 5.54% and turnover rate of 5.43% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Qianwei Yangchu: 3.10% deviation, closing price at 15.64 yuan, with a daily increase of 9.99% and turnover rate of 6.56% [1] - ST Zhongzhuang: 4.77% deviation, closing price at 3.63 yuan, with a daily increase of 4.91% and turnover rate of 2.79% [1] - Datang Telecom: 4.32% deviation, closing price at 8.93 yuan, with a daily increase of 5.18% and turnover rate of 4.64% [1]

Market Overview - The optical and optoelectronic sector rose by 0.54% on August 4, with Baoming Technology leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Top Performers - Baoming Technology (002992) closed at 64.00, up 6.56% with a trading volume of 58,500 shares and a transaction value of 366 million [1] - Fuzhijing Technology (002222) closed at 40.39, up 5.02% with a trading volume of 215,700 shares and a transaction value of 860 million [1] - ST Yushun (002289) closed at 21.38, up 5.01% with a trading volume of 57,400 shares and a transaction value of 122 million [1] Underperformers - Chenfeng Technology (603685) closed at 15.21, down 3.37% with a trading volume of 78,300 shares [2] - Aorui Technology (600666) closed at 3.92, down 2.97% with a trading volume of 2,230,600 shares and a transaction value of 873 million [2] - Dongtian Micro (301183) closed at 64.59, down 1.90% with a trading volume of 83,800 shares and a transaction value of 539 million [2] Capital Flow - The optical and optoelectronic sector experienced a net outflow of 50.83 million from institutional investors, while retail investors saw a net inflow of 328 million [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - O-film (002456) had a net inflow of 201 million from institutional investors, while it faced a net outflow of 60.02 million from retail investors [3] - Fuzhijing Technology (002222) saw a net inflow of 83.78 million from institutional investors but a net outflow of 90.93 million from retail investors [3] - Baoming Technology (002992) had a net inflow of 10.49 million from institutional investors, with a slight net outflow from retail investors [3]

Group 1 - The core viewpoint of the news is that Fujian Fuguang Co., Ltd. (688010) experienced a decline in stock price, closing at 33.8 yuan, down 2.42% as of July 29, 2025 [1] - The company reported a total operating revenue of 114 million yuan for Q1 2025, representing a year-on-year growth of 15.61% [1] - The net profit attributable to shareholders was approximately 19.89 million yuan, with a year-on-year increase of 0.87% [1] Group 2 - Fujian Fuguang Co., Ltd. has made investments in 15 enterprises and participated in 59 bidding projects [2] - The company holds 11 trademark registrations and 772 patents, along with 14 administrative licenses [2] - The company's financial ratios include a current ratio of 1.725, a quick ratio of 1.167, and a debt-to-asset ratio of 34.11% [1]

证券代码：688010 证券简称：福光股份 公告编号：2025-044 福建福光股份有限公司 关于签订募集资金专户存储三方监管协议的公告 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、准确性和完整性依法承担法律责任。 一、募集资金基本情况 根据中国证券监督管理委员会于 2019 年 7 月 1 日核发的《关于同意福建福 光股份有限公司首次公开发行股票注册的批复》（证监许可【2019】1166 号）， 公司获准向社会公开发行人民币普通股股票 3,880.00 万股，每股发行价格为人 民币 25.22 元，共募集资金总额为人民币 978,536,000.00 元，扣除各项发行费用 人 民 币 60,839,543.97 元 （ 不 含 税 ） 后 ， 实 际 募 集 资 金 净 额 为 人 民 币 917,696,456.03 元。上述募集资金到位情况已经福建华兴会计师事务所（特殊普 通合伙）审验，并出具闽华兴所（2019）验字 G-003 号《验资报告》。 公司对募集资金采取了专户存储制度，募集资金到账后，已全部存放于经 董事会批准开设的募集资金专项账户内 ...

证券代码：688010 证券简称：福光股份 公告编号：2025-043 福建福光股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 公司持股 5%以上股东福建省国有资产管理有限公司保证向公司提供的信 息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 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 | 19.24% | | | 权益变动后合计比例 | 18.84% | | | 本次变动是否违反已作出的承诺、 | 是□ 否☑ | | | 意向、计划 | | | | 是否触发强制要约收购义务 | 是□ 否☑ | | 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 | 信息披露义务人名称 | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | | □ | 控股股东/实控人 | | | 福建省国有资产管理 □ | 控股股东/实控人的一致 | ☑ 91350000782188289J | | 有限公司 | ...

Group 1: Company Overview - Fujian Fuxin Futong Technology Co., Ltd. (Fuxin Futong) focuses on the integration of Beidou satellite navigation and 5G technology to enhance communication capabilities for fishermen in coastal areas, enabling live streaming of fish sales while at sea [2][3] - The company has become a "little giant" enterprise recognized for its specialization and innovation, despite facing funding challenges during its development [2][3] Group 2: Financial Support and Development - Financial institutions in Fujian are developing tiered service systems tailored to the growth stages, technological attributes, business models, and risk characteristics of different types of technology enterprises, supporting the development of new productive forces [2][4] - Fuxin Futong has received significant financial support from Hengfeng Bank, including a credit loan of 18 million yuan and a comprehensive credit line of 20 million yuan, facilitating its research and market expansion [4][6] Group 3: Industry Trends and Transformation - The industry is witnessing a shift where traditional manufacturing companies, like Feimaotai Group, are transitioning towards new energy sectors, such as energy storage, to capture emerging market opportunities [5][6] - The financial support provided by banks, such as Postal Savings Bank, is crucial for companies like Feimaotai Group to meet their operational funding needs during their transformation phase [5][6] Group 4: Diverse Financial Services for Established Companies - Fujian Fuguang Co., Ltd. (Fuguang) has evolved from a startup to an industry leader, receiving comprehensive financial services from China Bank, including credit, supply chain finance, and investment fund services [8][9] - The bank has supported Fuguang with a total credit line that has grown to 310 million yuan, reflecting the company's growth and the bank's commitment to supporting technological innovation [8][9]

Group 1 - Morning Light Biological expects a net profit of 202.0 million to 232.0 million yuan for the first half of 2025, representing a year-on-year increase of 102.33% to 132.38% [1] - Northern Rare Earth anticipates a net profit of 900.0 million to 960.0 million yuan for the first half of 2025, with a significant year-on-year growth of 1882.54% to 2014.71% [1] - Youfa Group forecasts a net profit of 277.0 million to 307.0 million yuan for the first half of 2025, reflecting a year-on-year increase of 151.69% to 178.93% [1] Group 2 - Torch Electronics projects a net profit of approximately 247.0 million to 280.0 million yuan for the first half of 2025, indicating a year-on-year growth of 50.36% to 70.45% [3] - Zhiwei Intelligent expects a net profit of 91.98 million to 112.43 million yuan for the first half of 2025, with a year-on-year increase of 62.85% to 99.06% [4] - Youhao Group anticipates a net profit of 12.0 million yuan for the first half of 2025, representing a year-on-year growth of 51% [5] Group 3 - Nami Technology expects a net profit of 61.0 million to 73.0 million yuan for the first half of 2025, with a year-on-year increase of 35% to 62% [7] - Xinda Co. forecasts a net profit of 130.0 million to 150.0 million yuan for the first half of 2025, reflecting a substantial year-on-year growth of 2443.43% to 2834.73% [8] Group 4 - Shaanxi Coal Industry reported a coal production of 14.36 million tons in June, a year-on-year decrease of 5.07% [9] - Huanxu Electronics announced a consolidated revenue of 4.587 billion yuan in June, a year-on-year decline of 1.23% [10] Group 5 - Huadian International successfully issued 2.0 billion yuan in medium-term notes with a maturity of 3+N years and a coupon rate of 1.89% [20] - Zhongmin Energy reported a total power generation of 1.405 billion kilowatt-hours in the first half of 2025, a year-on-year decrease of 0.89% [20] Group 6 - Huaxia Biotech passed the FDA inspection with zero deficiencies, covering six major systems [21] - Ruikeda's application for convertible bond issuance has been accepted by the Shanghai Stock Exchange [22] Group 7 - Dafu Technology plans to invest no more than 100 million yuan in Anhui Yunta [42] - Tongda Co. won a bid for a project valued at 180.3 million yuan from the Southern Power Grid [46]

兴业证券股份有限公司关于福建福光股份有限公司 使用暂时闲置募集资金进行现金管理的核查意见 兴业证券股份有限公司（以下简称"兴业证券"、"保荐机构"）作为福建福光 股份有限公司（以下简称"福光股份"）首次公开发行股票并在科创板上市持续督 导阶段的保荐机构，根据《上市公司募集资金监管规则》和《上海证券交易所科 创板上市公司自律监管指引第 1 号——规范运作》等有关法律法规和规范性文件 的要求，对福光股份拟使用暂时闲置募集资金进行现金管理的事项进行了认真、 审慎的核查，并出具本核查意见如下： 一、募集资金基本情况 二、募集资金投资项目情况 福光股份募集资金项目及使用计划如下： 单位：人民币万元 | 序号 | 项目名称 | 项目总投 资额 | 募集资金 投资额 | | --- | --- | --- | --- | | 1 | 全光谱精密镜头智能制造基地项目（一期） | 38,530.56 | 28,501.91 | | 2 | AI 光学感知器件研发及产业化建设项目 | 11,425.94 | 10,561.03 | | 3 | 精密及超精密光学加工实验中心建设项目 | 16,507.80 | 16,507.80 ...