Core Viewpoint - The optical and optoelectronic sector experienced a significant increase, with a 2.03% rise on August 22, led by Helitai's strong performance [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3825.76, up 1.45% [1] - The Shenzhen Component Index closed at 12166.06, up 2.07% [1] - Helitai (002217) led the sector with a closing price of 3.07, reflecting a 10.04% increase [1] Group 2: Stock Performance - The following stocks showed notable gains: - Chanzhan Optoelectronics (003019) closed at 43.55, up 8.60% [1] - Chenglai Optics (688502) closed at 438.00, up 8.01% [1] - Wavelength Optoelectronics (301421) closed at 89.77, up 7.10% [1] - Lianjian Optoelectronics (300269) closed at 5.83, up 6.97% [1] - Fuzhen Technology (002222) closed at 44.48, up 5.63% [1] - Aobi Zhongguang (688322) closed at 83.28, up 5.38% [1] - Gebijia (835438) closed at 45.00, up 4.65% [1] - Fuguang Co., Ltd. (688010) closed at 34.74, up 4.45% [1] - Tianshan Electronics (301379) closed at 27.76, up 4.13% [1] Group 3: Capital Flow - The optical and optoelectronic sector saw a net inflow of 889 million yuan from main funds [3] - Retail investors contributed a net inflow of 54.79 million yuan, while speculative funds experienced a net outflow of 944 million yuan [3]

Report Summary 1. Report Industry Investment Rating - No industry investment rating is provided in the report. 2. Core View of the Report - The report regularly sorts out the latest private exchangeable bond (private EB) project information available from public channels and conducts basic element tracking on private exchangeable bond projects. It emphasizes that the private issuance terms and issuance process may be changed, and the final prospectus should be referred to. The issuance progress should be consulted with the relevant lead underwriters [1]. 3. Summary by Relevant Catalogs New Project Information This Week - The 2025 private placement of exchangeable corporate bonds by Fujian State - owned Assets Management Co., Ltd. for professional investors has been accepted by the exchange. The proposed issuance scale is 500 million yuan, the underlying stock is FUGuang Co., Ltd. (688010.SH), the lead underwriter is Guoxin Securities, and the exchange update date is August 14, 2025 [2]. - The 2025 private placement of exchangeable corporate bonds by Guangdong Guangxin Holding Group Co., Ltd. for professional investors has been accepted by the exchange. The proposed issuance scale is 3 billion yuan, the underlying stocks are Shengyi Technology Co., Ltd. / Xinghu Biotechnology Co., Ltd. (600183.SH/600866.SH), the lead underwriter is CITIC Securities, and the exchange update date is August 11, 2025 [2]. List of Private EB Weekly Tracking (2025 - 08 - 15) - Multiple private exchangeable bond projects are listed, including their bond names, lead underwriters, scales, underlying stocks, project statuses, and update dates. Projects have different statuses such as "Passed", "Feedback Received", and "Accepted". For example, the 2025 private placement of exchangeable corporate bonds by Beijing HeXie HengYuan Technology Co., Ltd. for professional investors has a scale of 600 million yuan, the underlying stock is Sichuan Shuangma Cement Co., Ltd., the lead underwriter is Hongta Securities, and the project status is "Passed" with an update date of July 18, 2025 [3].

Group 1 - The stock price of Fuguang Co., Ltd. (688010) closed at 38.0 yuan on August 7, 2025, with an increase of 4.14% and a turnover rate of 4.88% [1] - The company reported a total revenue of 114 million yuan for Q1 2025, representing a year-on-year growth of 15.61%, and a net profit attributable to shareholders of 19.89 million yuan, up 0.87% year-on-year [1] - The company's liquidity ratios are as follows: current ratio at 1.725, quick ratio at 1.167, and a debt-to-asset ratio of 34.11% [1] Group 2 - Fuguang Co., Ltd. has made investments in 15 companies and participated in 59 bidding projects [2] - The company holds 11 trademark registrations and 773 patents, along with 14 administrative licenses [2]

Core Viewpoint - The resignation of Lei Hongtao, a key technical personnel at Fuguang Co., is confirmed, but the company assures that its research and development system and production operations remain unaffected [1] Company Overview - Fuguang Co. specializes in optical lenses and optoelectronic system products, which are widely used in security monitoring and intelligent driving sectors [1] - In 2024, the company achieved a revenue of 622 million yuan, representing a year-on-year growth of 5.87%, and a net profit attributable to shareholders of 10.058 million yuan, marking a turnaround from losses [1] Personnel Changes - Lei Hongtao, aged 52, resigned for personal reasons and will no longer hold any position within the company after his departure [1] - He joined Fuguang Co. in 2012 and held various roles, including Deputy General Manager of Technology and Head of the R&D Department, before serving as a project engineer in the optical assembly division [1] Intellectual Property - During his tenure, Lei was a co-inventor on 8 patents, all of which were completed in collaboration with other researchers, and there are no disputes regarding the ownership of these patents, which belong to the company or its subsidiaries [1] - The company emphasizes that Lei's departure will not impact the integrity of its core technologies and patents [1] R&D and Management - Fuguang Co. has established a comprehensive R&D team and intellectual property management system, ensuring that the resignation of Lei Hongtao will not have a substantial effect on its technical research and production operations [1]

Core Viewpoint - The resignation of core technical personnel, Lei Hongtao, will not have a substantial impact on the company's operations or research and development efforts, as all responsibilities have been successfully handed over and the company maintains its core technology and patent integrity [2][6]. Group 1: Resignation Details - Lei Hongtao resigned for personal reasons and will no longer hold any position within the company [2][3]. - Lei has been with the company since 2012, holding various technical management roles, and has not directly held any company shares [3]. - Lei will continue to adhere to confidentiality agreements and relevant legal regulations post-resignation [3]. Group 2: R&D and Patent Involvement - Lei participated in multiple R&D projects, all of which have been handed over without adverse effects on ongoing projects [4]. - He is credited as an inventor on 8 patents, all of which are co-inventions with other team members, ensuring no disputes over patent ownership [4]. Group 3: Confidentiality and Non-Compete - A confidentiality agreement is in place, obligating Lei to maintain the secrecy of company and third-party information [5]. Group 4: Impact on Company Operations - The company reports that operations and R&D are running normally, with no significant impact from Lei's departure [6]. - The company has a stable team of core technical personnel, with numbers remaining consistent over recent years [6]. - The company emphasizes its commitment to R&D, planning to increase investment and enhance the capabilities of its research team [6].

Core Viewpoint - The resignation of core technical personnel, Lei Hongtao, will not adversely affect the company's operations or its core technology and patent ownership integrity [1][3]. Group 1: Resignation Details - Lei Hongtao resigned for personal reasons and will no longer hold any position in the company [1]. - Lei has signed a confidentiality agreement, and all patents he applied for during his tenure are co-inventions, with ownership rights belonging to the company or its subsidiaries [1][2]. - The work previously managed by Lei has been successfully handed over, ensuring no disruption to the company's production and R&D activities [1][3]. Group 2: Impact on Company - The company has a stable team of core technical personnel, with numbers reported as 13, 11, and 10 for the years ending 2022, 2023, and 2024 respectively, indicating no ongoing risk of talent loss [3][4]. - The current R&D team structure remains intact, with sufficient backup personnel to support ongoing and future core technology development [4]. Group 3: Company Measures - The company emphasizes its commitment to R&D, planning to increase investment and enhance its R&D system to improve technical and product competitiveness [4].

Group 1 - The core technical personnel of Fuguang Co., Ltd., Mr. Lei Hongtao, has resigned for personal reasons and will no longer hold any position in the company [2] - The announcement was made on the evening of August 6 [2] Group 2 - The resignation may impact the company's operations and technical capabilities, given the importance of core technical personnel [2] - The company has not provided further details regarding the succession plan or how it will address the vacancy left by Mr. Lei [2]

Group 1 - The core technology personnel of Fuguang Co., Ltd., Lei Hongtao, resigned for personal reasons and will no longer hold any position in the company [2] - For the year 2024, Fuguang's revenue composition is as follows: 98.06% from the instrument manufacturing industry and 1.94% from other businesses [2]

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]