Market Performance - The military electronics sector increased by 0.9% compared to the previous trading day, with Xinguang Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Highlights - Xinguang Optoelectronics (688011) closed at 40.88, with a significant increase of 13.71% and a trading volume of 67,600 shares, amounting to a transaction value of 262 million yuan [1] - Haige Communication (002465) rose by 7.39% to close at 13.80, with a trading volume of 2.4033 million shares and a transaction value of 333.2 million yuan [1] - Other notable performers include Qiyi (603712) with a 4.96% increase, Huali Chuantong (300045) up by 4.06%, and Gaoling Information (688175) rising by 2.50% [1] Fund Flow Analysis - The military electronics sector saw a net inflow of 545 million yuan from institutional investors, while retail investors experienced a net outflow of 90.57 million yuan [2] - The overall trend indicates a mixed sentiment among different investor types, with institutional investors showing confidence in the sector [2]

Group 1 - The core viewpoint of the news is that Xin Guang Optoelectronics has seen a significant increase in its stock price, rising 5.31% to 37.86 yuan per share, with a total market capitalization of 3.786 billion yuan and a cumulative increase of 3.69% over three days [1] - Xin Guang Optoelectronics, established on November 30, 2007, and listed on July 22, 2019, specializes in advanced optoelectronic technologies for optical guidance systems in defense applications, contributing 78.83% of its revenue from R&D products [1] - The company is located in Harbin, Heilongjiang Province, and focuses on providing high-precision components and solutions for optical guidance, target simulation, laser countermeasures, and specialized testing for weapon systems [1] Group 2 - From the perspective of major shareholders, the Noan Pioneer Mixed A Fund has entered the top ten circulating shareholders of Xin Guang Optoelectronics, holding 916,300 shares, which is 0.92% of the circulating shares, with a floating profit of approximately 1.7501 million yuan today [2] - The Noan Pioneer Mixed A Fund, established on December 19, 2005, has a current scale of 3.84 billion yuan and has achieved a year-to-date return of 27.67%, ranking 2439 out of 8177 in its category [2] - The fund manager, Yang Gu, has a tenure of 19 years and 206 days, with a total fund asset size of 5.133 billion yuan, achieving a best return of 1018.99% during his tenure [3]

Core Viewpoint - The stock of Harbin New Light Optoelectronics Co., Ltd. has experienced significant fluctuations, with a year-to-date increase of 122.91% but a recent decline of 27.63% over the past five trading days [1] Company Overview - Harbin New Light Optoelectronics was established on November 30, 2007, and went public on July 22, 2019. The company specializes in advanced optoelectronic technologies for optical guidance systems in defense applications [2] - The company's revenue composition includes 78.83% from R&D products, 13.67% from civilian products, and 7.50% from other sources [2] - As of June 30, the company had 7,237 shareholders, an increase of 28.82%, with an average of 13,817 circulating shares per shareholder, a decrease of 22.37% [2] Financial Performance - For the first half of 2025, the company reported revenue of 21.28 million yuan, a year-on-year decrease of 58.77%, and a net profit of -20.79 million yuan, a decrease of 16.35% [2] - The company has distributed a total of 26.15 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Stock Market Activity - As of September 8, the stock price was 34.15 yuan per share, with a market capitalization of 3.415 billion yuan. The stock has seen a trading volume of 37.41 million yuan and a turnover rate of 1.08% [1] - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent net purchase of 16.71 million yuan on July 21 [1]

Market Overview - The military electronics sector experienced a decline of 3.42% on September 4, with Huafeng Technology leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable gainers in the military electronics sector included: - Yuanbo Electronics (688375) with a closing price of 66.57, up 1.45% [1] - Shenglu Communication (002446) with a closing price of 8.50, up 1.07% [1] - Significant decliners included: - Huafeng Technology (688629) with a closing price of 78.00, down 9.36% [2] - Zhonghang Chengfei (302132) with a closing price of 83.00, down 8.78% [2] Trading Volume and Capital Flow - The military electronics sector saw a net outflow of 2.969 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.419 billion yuan [2][3] - The trading volume for Huafeng Technology reached 288,700 shares, with a transaction value of 2.315 billion yuan [2] Individual Stock Capital Flow - Shenglu Communication (002446) had a net inflow of 47.10 million yuan from institutional investors, while retail investors saw a net outflow of 44.18 million yuan [3] - Other stocks like Xingtu Xinke (688081) and Fuyijie (688272) also showed varied capital flows, indicating mixed investor sentiment [3]

Company Overview - Harbin New Light Optoelectronics Technology Co., Ltd. is located in Songbei District, Harbin, Heilongjiang Province, and was established on November 30, 2007. The company went public on July 22, 2019. Its main business involves the application of advanced optoelectronic technologies, such as phased array imaging guidance technology and multi-optical band synthesis technology, in the development of optical guidance weapons. The company aims to serve the advanced weapon system development in the national defense technology industry by providing high-precision components, devices, systems, and solutions for optical guidance, optical target and scene simulation, laser countermeasures, and optoelectronic testing [1]. Financial Performance - As of the latest report, New Light Optoelectronics' stock price dropped by 5.13% to 35.53 CNY per share, with a trading volume of 1.23 billion CNY and a turnover rate of 3.33%. The total market capitalization stands at 35.53 billion CNY [1]. Revenue Composition - The revenue composition of New Light Optoelectronics is as follows: 78.83% from research and development products, 13.67% from civilian products, and 7.50% from other supplementary sources [1]. Shareholder Information - Among the top ten circulating shareholders of New Light Optoelectronics, the Noan Fund has a presence with its Noan Pioneer Mixed A Fund (320003), which entered the top ten in the second quarter, holding 916,300 shares, accounting for 0.92% of the circulating shares. The estimated floating loss for today is approximately 1.76 million CNY [2]. Fund Manager Profile - The fund manager of Noan Pioneer Mixed A is Yang Gu, who has a cumulative tenure of 19 years and 200 days. The fund's total asset scale is 5.133 billion CNY, with the best fund return during his tenure being 371.57% and the worst being 0.23% [3].

Market Overview - The military electronics sector experienced a decline of 5.52% on September 3, with New Light Optoelectronics leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - New Light Optoelectronics saw a significant drop of 14.56%, closing at 37.45, with a trading volume of 76,900 shares and a transaction value of 305 million [2] - Other notable declines included AVIC Chengfei (-14.34%), Aerospace Nanhai (-13.38%), and New Jing Network (-10.86%) [2] - The military electronics sector's main stocks showed varied performance, with Huafeng Technology slightly up by 0.64% and others like Jingjia Micro down by 3.30% [1] Capital Flow - The military electronics sector experienced a net outflow of 3.639 billion yuan from institutional investors, while retail investors saw a net inflow of 3.079 billion yuan [2][3] - The data indicates that retail investors are actively buying into the sector despite the overall decline [2][3] Individual Stock Capital Flow - Kuosheng Electronics had a net inflow of 10.58 million yuan from institutional investors, while retail investors contributed a net inflow of 6.06 million yuan [3] - Other stocks like Ruichuang Micro and Guobo Electronics also showed mixed capital flows, with varying levels of institutional and retail investor participation [3]

Company Overview - Harbin New Light Optoelectronics Technology Co., Ltd. is located in Songbei District, Harbin, Heilongjiang Province, and was established on November 30, 2007. The company went public on July 22, 2019 [1] - The company specializes in advanced optoelectronic technologies applied to optical guidance weapons development, serving the national defense technology industry [1] - The main business revenue composition includes: 78.83% from R&D products, 13.67% from civilian products, and 7.50% from other sources [1] Stock Performance - On September 3, the stock price of New Light Optoelectronics fell by 5.02%, closing at 41.63 yuan per share, with a trading volume of 54.49 million yuan and a turnover rate of 1.28%. The total market capitalization is 4.163 billion yuan [1] Shareholder Information - Noan Fund's Noan Pioneer Mixed A (320003) fund entered the top ten circulating shareholders of New Light Optoelectronics in the second quarter, holding 916,300 shares, which accounts for 0.92% of the circulating shares. The estimated floating loss today is approximately 2.0159 million yuan [2] - Noan Pioneer Mixed A (320003) was established on December 19, 2005, with a latest scale of 3.84 billion yuan. Year-to-date return is 27.32%, ranking 2589 out of 8180 in its category; the one-year return is 54.78%, ranking 2125 out of 7967; and since inception, the return is 1070.7% [2]

Market Overview - On September 1, the military electronics sector rose by 0.5% compared to the previous trading day, with Xinguang Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Military Electronics - Xinguang Optoelectronics (688011) closed at 47.19, up 8.01% with a trading volume of 64,300 shares and a transaction value of 300 million yuan [1] - Yuanbo Electronics (688375) closed at 69.73, up 7.66% with a trading volume of 67,600 shares and a transaction value of 461 million yuan [1] - New Jingang (300629) closed at 24.33, up 5.10% with a trading volume of 246,500 shares and a transaction value of 586 million yuan [1] Decliners in Military Electronics - Zhimingda (688636) closed at 37.09, down 3.91% with a trading volume of 83,500 shares and a transaction value of 312 million yuan [2] - Hangda Nanhai (688552) closed at 44.21, down 3.70% with a trading volume of 106,000 shares and a transaction value of 471 million yuan [2] - Shanghai Jianxun (300762) closed at 27.12, down 2.62% with a trading volume of 468,500 shares and a transaction value of 1.271 billion yuan [2] Capital Flow Analysis - On the same day, the military electronics sector experienced a net outflow of 1.579 billion yuan from institutional investors, while retail investors saw a net inflow of 1.171 billion yuan [2][3] - The top stock, Zhonghang Optoelectronics (002179), had a net inflow of 1.45 billion yuan from institutional investors, but a net outflow of 1.27 billion yuan from retail investors [3] - Zhonghang Chengfei (302132) also saw a net inflow of 1.44 billion yuan from institutional investors, with a net outflow of 6.819 million yuan from retail investors [3]

据证券之星公开数据整理，近期新光光电（688011）发布2025年中报。截至本报告期末，公司营业总收 入2128.08万元，同比下降58.77%，归母净利润-2078.73万元，同比下降16.35%。按单季度数据看，第二 季度营业总收入1337.62万元，同比下降27.29%，第二季度归母净利润-879.55万元，同比上升33.39%。 本报告期新光光电三费占比上升明显，财务费用、销售费用和管理费用总和占总营收同比增幅达 89.93%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率13.42%，同比减66.16%，净利 率-98.1%，同比减164.99%，销售费用、管理费用、财务费用总计2380.48万元，三费占营收比 111.86%，同比增108.52%，每股净资产10.72元，同比减4.64%，每股经营性现金流-0.34元，同比增 20.19%，每股收益-0.21元，同比减16.2% 财报体检工具显示： | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 5161.23万 | 2128.08万 | - ...

证券代码：688011 证券简称：新光光电 公告编号：2025-025 告》及摘要。 哈尔滨新光光电科技股份有限公司 第三届监事会第三次会议决议公告 本公司监事会及全体监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、会议召开情况 公司第三届监事会第三次会议通知于 2025 年 8 月 18 日以专人送出的方式发 出，会议于 2025 年 8 月 28 日在哈尔滨市松北区创新路 1294 号公司 25 楼会议室 以现场表决方式召开。会议应到监事 3 名，实到监事 3 名，会议由监事会主席李 雪莲女士主持，会议的召开符合《公司法》及《公司章程》的有关规定。 二、会议审议情况 监事会认为： 《公司 2025 年半年度报告》及其摘要的编制和审核程序符合相 关规定，报告内容真实、准确、完整，包含的信息公允、全面，真实地反映了公 司本报告期的财务状况和经营成果等事项。综上，监事会同意公司《关于〈公司 表决结果：同意 3 票，反对 0 票，弃权 0 票，通过该议案。 具 体 内 容 详 见 同 日 于 上 海 证 券 交 易 所 网 站 （ 本 文 ...