Core Viewpoint - The company, XinGuang Optoelectronics (688011.SH), is expected to report a significant net loss for the first half of 2025, with projected revenues of approximately 21 million yuan and a net profit attributable to shareholders ranging from -19 million to -23 million yuan, reflecting a year-on-year decline of 6.35% to 28.74% [1] Financial Performance - Estimated operating revenue for the first half of 2025 is about 21 million yuan [1] - Projected net profit attributable to shareholders is expected to be between -19 million and -23 million yuan, indicating a year-on-year decrease of 6.35% to 28.74% [1] - The net profit after deducting non-recurring gains and losses is anticipated to be between -27 million and -31 million yuan, with a year-on-year decline of 4.78% to 20.30% [1] Cost Management - The company has improved operational quality, resulting in a year-on-year decrease in total selling, administrative, and research expenses [1] - Efforts to enhance collection processes have led to a reduction in credit impairment losses by approximately 121.20% year-on-year [1] Overall Impact - The combination of decreased revenue and improved cost management has resulted in a smaller decline in net profit despite significant revenue drop [1]

人民财讯7月31日电，新光光电(688011)7月31日晚间披露2025年半年度业绩预告，预计2025年上半年公 司实现营业收入约2100万元，归母净利润亏损1900万元—2300万元，上年同期归母净利润亏损1786.57 万元。报告期营业收入下降的主要原因是公司营业收入中光学（002189）目标与模拟仿真系统收入同比 上年下降约65.89%，主要系公司承接的系统级项目尚处于生产及装调阶段，已交付客户的产品涉及到 大系统的联调、测试，暂未达到验收条件，项目验收周期长，预计将集中于下半年完成交付。由于营业 收入同比减少，毛利水平不足以覆盖公司的各项费用，从而导致本期出现亏损。 ...

[I. Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) This section outlines the company's performance forecast for the first half of 2025, including key financial indicators and the unaudited status of the preliminary data [Performance Forecast Period](index=1&type=section&id=%EF%BC%88%E4%B8%80%EF%BC%89%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%9C%9F%E9%97%B4) The company's performance forecast covers the period from January 1, 2025, to June 30, 2025 - The performance forecast period is **January 1, 2025, to June 30, 2025**[2](index=2&type=chunk) [Performance Forecast Details](index=1&type=section&id=%EF%BC%88%E4%BA%8C%EF%BC%89%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company anticipates half-year operating revenue of approximately CNY 21 million, with net profit attributable to shareholders expected to be a loss of CNY 19 million to CNY 23 million, representing a year-on-year decrease of 6.35% to 28.74%, and net profit excluding non-recurring items expected to be a loss of CNY 27 million to CNY 31 million, a decrease of 4.78% to 20.30% Key Financial Indicators for H1 2025 Performance Forecast | Indicator | Estimated Amount (CNY million) | Year-on-Year Change Range | | :--- | :--- | :--- | | Operating Revenue | Approximately 21.00 | - | | Net Profit Attributable to Equity Holders | -19.00 to -23.00 | Decrease 6.35% to 28.74% | | Net Profit Attributable to Equity Holders Excluding Non-Recurring Items | -27.00 to -31.00 | Decrease 4.78% to 20.30% | [Unaudited Status of Performance Forecast](index=1&type=section&id=%EF%BC%88%E4%B8%89%EF%BC%89%E5%85%AC%E5%8F%B8%E6%9C%AC%E6%AC%A1%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%9C%AA%E7%BB%8F%E6%B3%A8%E5%86%8C%E4%BC%9A%E8%AE%A1%E5%B8%88%E5%AE%A1%E8%AE%A1) This performance forecast represents preliminary estimated data and has not been audited by a certified public accountant - This performance forecast is **unaudited by a certified public accountant** and represents **preliminary estimated data**[2](index=2&type=chunk) [II. Prior Period Performance Overview](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E4%B8%9A%E7%BB%A9%E6%83%85%E5%86%B5) This section provides key financial indicators for the corresponding prior period, specifically the first half of 2024 [Key Financial Indicators for Prior Period](index=1&type=section&id=%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E4%B8%BB%E8%A6%81%E8%B4%A2%E5%8A%A1%E6%8C%87%E6%A0%87) The company disclosed its H1 2024 performance, with net profit attributable to shareholders at -CNY 17.8657 million and net profit excluding non-recurring items at -CNY 25.7685 million Prior Period (H1 2024) Performance | Indicator | Amount (CNY million) | | :--- | :--- | | Net Profit Attributable to Equity Holders | -17.8657 | | Net Profit Attributable to Equity Holders Excluding Non-Recurring Items | -25.7685 | [III. Primary Reasons for Current Period's Expected Loss](index=1&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) This section analyzes the key factors contributing to the anticipated loss for the current period, primarily driven by a significant decline in operating revenue [Analysis of Expected Loss Reasons](index=1&type=section&id=%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E5%8E%9F%E5%9B%A0%E5%88%86%E6%9E%90) The current period's expected loss is primarily due to a significant year-on-year decrease of approximately 59.31% in operating revenue, particularly a 65.89% decline in Optical Target and Simulation System revenue, as system-level projects are still in production, assembly, and joint debugging stages with long acceptance cycles, expected to be delivered in the second half of the year; despite cost controls and intensified collection efforts leading to a decrease in total selling, general and administrative, and R&D expenses, and a 121.20% reduction in credit impairment losses, gross profit was insufficient to cover expenses, resulting in an overall loss - Operating revenue of approximately **CNY 21 million** decreased by approximately **59.31% year-on-year**, which is the primary reason for the current period's loss[4](index=4&type=chunk) - Revenue from Optical Target and Simulation Systems decreased by approximately **65.89% year-on-year**, mainly because system-level projects are still in production, assembly, and joint debugging and testing phases, not yet meeting acceptance conditions, with delivery expected to be concentrated in the second half of the year[4](index=4&type=chunk)[5](index=5&type=chunk) - Gross profit levels were **insufficient to cover the company's various expenses**, leading to a loss in the current period[5](index=5&type=chunk) - The company improved operational quality, resulting in a year-on-year decrease in total **selling, general and administrative, and research and development expenses**[5](index=5&type=chunk) - The company intensified collection efforts, leading to a year-on-year reduction in **credit impairment losses** of approximately **121.20%**[5](index=5&type=chunk) - The combination of these factors resulted in a **slight decrease in net profit attributable to equity holders** despite a significant decline in revenue during the reporting period[5](index=5&type=chunk) [IV. Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) This section addresses the risks associated with the performance forecast, confirming the absence of major uncertainties affecting its accuracy [Performance Forecast Risk Statement](index=2&type=section&id=%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E9%A3%8E%E9%99%A9%E8%AF%B4%E6%98%8E) The company declares that there are no significant uncertainties affecting the accuracy of this performance forecast - The company confirms the absence of **significant uncertainties** affecting the accuracy of this performance forecast[6](index=6&type=chunk) [V. Other Explanatory Matters](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) This section provides important reminders and risk warnings regarding the preliminary nature of the forecast data and advises investor caution [Important Notice and Risk Warning](index=2&type=section&id=%E9%87%8D%E8%A6%81%E6%8F%90%E7%A4%BA%E4%B8%8E%E9%A3%8E%E9%99%A9%E8%AD%A6%E7%A4%BA) The forecast data is a preliminary calculation, and the final accurate financial data will be based on the company's officially disclosed H1 2025 report, cautioning investors to be aware of investment risks - The forecast data provided is **preliminary**, and the **final accurate financial data** will be subject to the company's officially disclosed **H1 2025 report**[7](index=7&type=chunk) - Investors are advised to **exercise caution regarding investment risks**[7](index=7&type=chunk)

Core Viewpoint - The company, New Light Optoelectronics (688011.SH), has announced a projected net loss of 19 million to 23 million yuan for the first half of 2025, primarily due to a significant decline in revenue from optical targets and simulation systems, which dropped approximately 65.89% year-on-year [1] Revenue Performance - The decline in revenue is attributed to ongoing production and adjustment phases of system-level projects, with delivered products still undergoing large system integration and testing, which have not yet met acceptance criteria [1] - The company expects that project acceptance and delivery will be concentrated in the second half of the year [1] Financial Metrics - Due to the decrease in revenue, the gross profit level was insufficient to cover the company's various expenses, leading to the reported loss [1] - Despite the revenue drop, the company improved operational quality, resulting in a year-on-year decrease in total sales, management, and R&D expenses [1] - The company intensified collection efforts, leading to a reduction in credit impairment losses by approximately 121.20% year-on-year [1] - These factors combined resulted in a slight decrease in net profit attributable to shareholders despite a significant drop in revenue [1]

Core Viewpoint - The company expects to report a significant decline in revenue and net profit for the first half of 2025, primarily due to delays in project delivery and acceptance [1] Financial Performance - The projected operating revenue for the first half of 2025 is approximately 21 million yuan, with a net profit attributable to shareholders expected to be between -19 million yuan and -23 million yuan, representing a year-on-year decline of 6.35% to 28.74% [1] - The net profit after deducting non-recurring gains and losses is anticipated to be between -27 million yuan and -31 million yuan, reflecting a year-on-year decrease of 4.78% to 20.30% [1] Revenue Decline Factors - The primary reason for the decline in operating revenue is a significant drop of approximately 65.89% in revenue from optical targets and simulation systems compared to the previous year [1] - The company is currently engaged in system-level projects that are still in the production and adjustment phase, with delivered products requiring extensive system integration and testing, which have not yet met acceptance criteria [1] - The long project acceptance cycle is expected to result in concentrated delivery in the second half of the year [1] Profitability Impact - Due to the decrease in operating revenue, the gross profit level is insufficient to cover the company's various expenses, leading to the anticipated losses for the period [1]

Core Viewpoint - The announcement of a share reduction plan by major shareholder Harbin Institute of Technology Education Development Foundation indicates potential liquidity changes for New Light Optoelectronics, which has been experiencing continuous losses over the past three years [1] Financial Performance - New Light Optoelectronics reported a net profit attributable to shareholders of -67.96 million in 2024, a decrease of 73.51% compared to -39.17 million in 2023 [2] - The company has recorded net losses for three consecutive years: -24.67 million in 2022, -39.17 million in 2023, and -67.96 million in 2024 [1][2] - The net profit excluding non-recurring gains and losses was -82.37 million in 2024, down 30.16% from -63.28 million in 2023 [2] - Operating cash flow was -6.57 million in 2024, a significant decline from 0.68 million in 2023 [2] Shareholder Actions - The Harbin Institute of Technology Education Development Foundation plans to reduce its holdings by up to 1% through centralized bidding and up to 2% through block trading within three months after the announcement [1] - The foundation holds 5,820,000 shares, representing 5.82% of the total share capital, all of which are tradable shares obtained through donation [1] Company Background - New Light Optoelectronics was listed on the Sci-Tech Innovation Board on July 22, 2019, with an initial public offering of 25 million shares at a price of 38.09 yuan per share [4] - The total amount raised during the IPO was 9.52 billion, with a net amount of 8.65 billion after expenses [5] - The company primarily engages in the manufacturing of computer, communication, and other electronic equipment [5]

Group 1 - Zhongyuan Tong plans to establish a joint venture with Zhengzhou Zhengfang Technology with a registered capital of 10 million yuan, where Zhongyuan Tong will contribute 5.1 million yuan for a 51% stake [1] - Weiguang Co. reported a net profit of 172 million yuan for the first half of 2025, representing a year-on-year increase of 11.32%, with total revenue reaching 750 million yuan, up 10% [1] - Tianlu Technology's actual controller plans to reduce his stake by up to 2%, amounting to 220,640 shares [1][2] Group 2 - Igor received approval from the China Securities Regulatory Commission for a stock issuance to specific investors, valid for 12 months [2] - Hualing Cable also received approval from the China Securities Regulatory Commission for a similar stock issuance [2] - Hongchang Technology's employee stockholding platform plans to reduce its stake by up to 2.56%, equating to 331,630 shares [3][4] Group 3 - Saiyi Information intends to invest 10 million yuan in Douma Technology to acquire a 3.23% stake [5] - Meino Biological's major shareholder plans to reduce his stake by up to 1%, which is 140,780 shares [5] - New Light Optoelectronics' shareholder plans to reduce his stake by up to 3%, totaling 3 million shares [6] Group 4 - Shenzhen Energy plans to invest 7.897 billion yuan in the construction of the Shantou Honghaiwan offshore wind power project, with 1.581 billion yuan from its own funds [7][8] - Zhongqi Co. plans to reduce its stake by up to 3%, which amounts to 39,717,000 shares [9] - Yirui Technology's two shareholders plan to reduce their combined stake by up to 2%, equating to 400,440 shares [11] Group 5 - Wenkai Co. is planning debt restructuring involving approximately 2.22 billion yuan in receivables and 1.24 billion yuan in cash payments [12] - Guangnong Sugar's application for a stock issuance to specific investors has been approved by the Shenzhen Stock Exchange [13] - Dalian Shengya is planning a stock issuance that may lead to a change in control, resulting in continued trading suspension [15] Group 6 - ST Saiwei has received a court decision for pre-restructuring and appointed a management team for the process [18] - Gaozheng Minexplosion's major shareholder reduced his stake by 128,100 shares during a period of stock price fluctuation [19] - Zhongfu Information's chairman has been detained, with responsibilities temporarily assigned to the deputy general manager [20] Group 7 - Huayu Mining plans to adjust the valuation of its 40% stake in Guizhou Yatai Mining and acquire an additional 11% stake for a total transaction value of 809 million yuan [21] - ST Jinbi intends to invest 50 million yuan in Cangqiong Digital, acquiring a 2.56% stake [23] - Xinxing Casting is planning to publicly transfer its 51% stake in Xinjiang Mining with a starting price of 205 million yuan [25]

Group 1 - The major shareholder, Harbin Institute of Technology Education Development Foundation, plans to reduce its stake in Harbin Xinguang Optoelectronics Technology Co., Ltd. due to business needs to further support the educational development of Harbin Institute of Technology [1][2] - The foundation currently holds 5,820,000 shares, accounting for 5.82% of the company's total share capital, all acquired through donations and are unrestricted tradable shares [2][3] - The reduction plan includes selling up to 1 million shares through centralized bidding, representing no more than 1% of the total share capital, and up to 2 million shares through block trading, representing no more than 2% of the total share capital, within a three-month period starting 15 trading days after the announcement [2][3] Group 2 - The planned reduction period is from August 14, 2025, to November 13, 2025, with the shares being donated [3] - The major shareholder has not made any prior commitments regarding the holding ratio, quantity, duration, or method of reduction [3] - The reduction plan is in compliance with relevant laws and regulations, and the major shareholder will adhere to legal requirements during the implementation of the reduction [4]

证券代码：688011 证券简称：新光光电 公告编号：2025-021 | 持股比例 | 5.82% | | --- | --- | | 当前持股股份来源 | 赠与取得：5,820,000股 | 哈尔滨新光光电科技股份有限公司 关于持股 5%以上股东减持股份计划公告 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： | 股东名称 | 哈尔滨工业大学教育发展基金会 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：无 | | | | 持股数量 | 5,820,000股 | | | 一、减持主体的基本情况 1 大股东持有的基本情况：截至本公告披露日，哈尔滨新光光电科技股 份有限公司（以下简称"公司"）股东哈尔滨工业大学教育发展基金 会（以下简称"基金会"）持有公司股份 5,820,000 股 ...

新光光电公告，公司持股5%以上股东哈尔滨工业大学教育发展基金会计划减持不超过300万股，减持比 例不超过公司总股本的3%。其中，通过集中竞价方式减持不超过100万股，减持比例不超过1%；通过 大宗交易方式减持不超过200万股，减持比例不超过2%。此次减持旨在支持哈尔滨工业大学教育事业发 展，减持时间为2025年8月14日至2025年11月13日。减持股份均为无限售流通股，通过赠与取得。基金 会上市以来未减持股份。 ...