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。 ...

市场表现看，换手率超5%的个股中，今日上涨的有60只，涨幅居前的有键凯科技、新锐股份、新光光 电等，分别上涨20.00%、16.50%、16.08%。跌幅居前的有中邮科技、慧辰股份、德科立等，分别下跌 6.94%、6.27%、5.18%。 分行业看，今日换手率超5%的个股中，所属医药生物行业个股最多，有28只个股上榜；计算机、电子 等紧随其后，分别有14只、11只个股上榜。 资金流向方面，高换手率个股中，有42股今日获主力资金净流入，净流入金额较多的有鼎通科技、优刻 得、有方科技，净流入金额分别为1.16亿元、1.06亿元、5834.86万元，净流出金额较多的有嘉元科技、 源杰科技、前沿生物，净流出金额分别为1.01亿元、9312.95万元、7608.17万元。 科创50指数今日上涨0.04%，报收1007.89点，科创板全日成交量37.45亿股，成交额1234.34亿元，加权 平均换手率为2.09%。 证券时报·数据宝统计显示，今日可交易科创板股中，392只股收盘上涨，涨幅超过10%的有8只，其 中，键凯科技、上纬新材、铁建重工等3股涨停，涨幅在5%至10%的有27只，收盘下跌的有189只。 科创板股换手率 ...

7月21日新光光电（688011）收盘价29.31元，收盘上涨16.08%，全天换手率7.72%，振幅19.56%，成交 额2.13亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6655.75万元， 其中，买入成交额为 4163.39万元，卖出成交额为2492.36万元，合计净买入1671.04万元。具体来看，今日上榜营业部中，第 一大买入营业部为国泰海通证券股份有限公司总部，买入金额为1901.42万元，其次是海通证券股份有 限公司广州东风西路证券营业部，买入金额639.40万元。卖出营业部中，卖出金额居首的是广发证券股 份有限公司普宁流沙证券营业部，卖出金额为1050.89万元。 资金流向方面，该股今日全天主力资金净流入2740.53万元。（数据宝） 新光光电7月21日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 国泰海通证券股份有限公司总部 | 1901.42 | | 海通证券股份有限公司广州东风西路证券营业部 | 639.40 | | 招商证券股份有限公司上海世纪大道证券营业部 | ...

Core Viewpoint - The company, New Light Optoelectronics, faces significant financial challenges, including a record net loss and concerns over revenue recognition practices, particularly in the fourth quarter, which raises questions about its operational sustainability and future growth prospects [1][2][4]. Financial Performance - In 2024, the company's total revenue reached 172 million yuan, a slight increase of 5.99% year-on-year, but the net profit attributable to shareholders expanded to a loss of 67.96 million yuan, marking the highest loss since its IPO [1]. - The fourth quarter accounted for 60.76% of total revenue (approximately 104 million yuan), an increase of 15.86 percentage points year-on-year, leading to regulatory scrutiny over "income recognition" practices [1]. - The first quarter of 2025 saw revenue plummet to 7.90 million yuan, a year-on-year decline of 76.2%, with net losses increasing by 157.28% [2]. Cash Flow and Receivables - The company reported a negative net cash flow from operating activities of -6.57 million yuan, alongside a 72.5% year-on-year increase in prepayments to 32.27 million yuan, indicating weakened bargaining power in the supply chain [1]. - Accounts receivable provisions surged, with the year-end balance of 23.4 million yuan, of which 45.37% had an aging of over two years, leading to a bad debt provision of 7.15 million yuan [1]. Business Segmentation and Profitability - The core business's gross profit margin showed divergence, with military products accounting for 81% of revenue, yet high-margin mass-produced products only represented 12% of this segment, while 88% came from R&D products that struggled to be profitable [1]. - The gross profit margin for optical guidance systems was as low as -62.96%, and for laser countermeasure systems, it was -26.45%, prompting regulatory inquiries about their commercial viability [1]. Investment Projects and Delays - The company's IPO fundraising projects have faced significant delays, with the optical and mechanical production line upgrade project only 0.83% completed, primarily due to a lack of military orders [3]. - The revenue from mass production dropped sharply from 30.54 million yuan in 2022 to 16.27 million yuan in 2024, with the military equipment development cycle lasting 5-10 years [3]. Future Outlook and Challenges - The company has postponed its investment projects three times until 2025-2026, with concerns about the commercial viability of its technology [4]. - Despite attempts to diversify into civilian products, these only accounted for 17% of revenue, with a gross margin less than half that of military products, and 2024 civilian revenue did not meet expectations [4]. - The company aims for a revenue target of 170-200 million yuan in 2025, but with only 7.90 million yuan achieved in the first quarter and nearly half of accounts receivable over two years old, cash flow challenges hinder research and development transformation [4].

Core Viewpoint - Harbin New Light Optoelectronics Technology Co., Ltd. is facing slow progress and multiple delays in its fundraising projects, which raises concerns about the feasibility and necessity of these projects in light of current market conditions and operational performance [1][2][3]. Summary by Relevant Sections Fundraising Project Progress - The company plans to invest CNY 250 million in the "Optomechanical Integration Product Mass Production Line Upgrade and Precision Optomechanical Parts Manufacturing Project," with a current investment of CNY 1.4772 million, representing 0.83% progress as of May 31, 2025 [2][3]. - The "R&D Center Construction Project" has a planned investment of CNY 136 million, with a current investment of CNY 37 million, indicating 27.08% progress [1][2]. Reasons for Delays - The delays in project progress are attributed to uncontrollable factors affecting military product orders, leading to fluctuations in revenue from mass-produced products, which were CNY 30.54 million, CNY 9.71 million, and CNY 16.27 million for the years 2022, 2023, and 2024 respectively [2][3]. - The company has been cautious in proceeding with project construction to avoid idle fixed assets, considering the long development cycles of weapon systems and the increasing demands for advanced technology and product quality [2][3]. Market Environment and Project Feasibility - The project is deemed necessary to align with national defense modernization strategies, which emphasize the integration of mechanization, information technology, and intelligence in military development [6][8]. - The company possesses advanced core technologies that provide strong technical support for the project, having achieved significant breakthroughs in various key technologies [8][9]. Customer and Supplier Relationships - The company has established stable and long-term relationships with major clients, including military research institutes and state-owned enterprises, ensuring a consistent order flow [26][27]. - The procurement process is managed through a comprehensive internal control system, maintaining stable relationships with suppliers despite annual fluctuations in procurement scale due to varying customer demands [27][28]. Future Project Arrangements - The company has outlined a detailed construction plan for the projects, with specific timelines for completion and measures to mitigate the risk of further delays [29][30].

中信建投证券股份有限公司 关于哈尔滨新光光电科技股份有限公司 2024 年年度报告的信息披露监管问询函的专项核查意见 上海证券交易所： 中信建投证券股份有限公司（以下简称"保荐机构"、"中信建投证券"） 为哈尔滨新光光电科技股份有限公司（以下简称"新光光电"、"公司"）首次 公开发行并在科创板上市的保荐机构。新光光电于 2025 年 6 月 5 日收到贵所下 发的《关于对哈尔滨新光光电科技股份有限公司 2024 年年度报告的信息披露监 管问询函》（上证科创公函【2025】0232 号，以下简称"问询函"）。本保荐 机构根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市 规则》《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》《科 创板上市公司持续监管办法（试行）》等相关法律、法规和规范性文件的规定， 对问询函中需持续督导机构发表意见的事项进行了审慎核查，并出具核查意见如 下： 问题：关于募投项目 公司首次公开发行募投项目"光机电一体化产品批产线升级改造及精密光机 零件制造项目"计划投入 2.50 亿元，截至期末累计投入 147.72 万元，投资进度 0.59%；"睿光航天光电设 ...