格隆汇1月27日丨新光光电(688011.SH)公布，经财务部门初步测算，预计2025年公司实现营业收入约 11,600.00万元，预计扣除与主营业务无关的业务收入和不具有商业实质的收入后的营业收入约11,300.00 万元。实现归属于上市公司股东的净利润将出现亏损，预计实现归属于上市公司股东的净利润 为-3,500.00万元到-4,300.00万元，减亏3,295.84万元至2,495.84万元。预计归属于上市公司股东的扣除非 经常性损益后的净利润为-5,385.00万元到-6,185.00万元，减亏2,851.57万元至2,051.57万元。 公司收入减少主要原因：军品产品，部分研发产品已交付至客户，但目前正进行系统的联调、测试，未 达到验收条件；某型号批产产品未能在报告期内完成交付；民品产品，报告期内合同订单同比减少。由 于营业收入同比减少，导致本期出现亏损。报告期内，公司期间费用同比下降约24%，本期收到的退税 款及与经营相关的政府补助同比增长约102%。以上综合因素导致公司报告期收入下降约32%情况下归 母净利润减亏3,295.84万元至2,495.84万元。 ...

证券代码：688011 证券简称：新光光电 公告编号：2026-005 哈尔滨新光光电科技股份有限公司 关于股份性质变更暨 2025 年限制性股票激励计划 权益授予的进展公告 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。 鉴于《哈尔滨新光光电科技股份有限公司 2025 年限制性股票激励计划（草 案）》（以下简称"本激励计划"）规定的哈尔滨新光光电科技股份有限公司（以 下简称"公司"）2025 年限制性股票授予条件已经成就，根据公司 2025 年第三次 临时股东会授权，公司于 2026 年 1 月 6 日召开第三届董事会第八次会议，审议 通过了《关于向 2025 年限制性股票激励计划激励对象授予限制性股票的议案》， 确定以 2026 年 1 月 6 日为授予日，以 22.77 元/股的授予价格向符合授予条件的 3 名激励对象授予 33.7477 万股第一类限制性股票，向符合授予条件的 64 名激励 对象授予 116.2523 万股第二类限制性股票。公司董事会薪酬与考核委员会对本 次授予限制性股票的激励对象名单进行了核实并发 ...

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、准确性和完整性承担个别及连带责任。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 （1）经财务部门初步测算，预计 2025 年公司实现营业收入约 11,600.00 万元，预计扣除与主营业务无关的业务收入和不具有商业实质的收入后的营业收 入约 11,300.00 万元。实现归属于上市公司股东的净利润将出现亏损，预计实现 归属于上市公司股东的净利润为-3,500.00 万元到-4,300.00 万元，减亏 3,295.84 万元至 2,495.84 万元。 证券代码：688011 证券简称：新光光电 公告编号：2026-004 哈尔滨新光光电科技股份有限公司 2025 年年度业绩预亏公告 报告期内,公司预计实现营业收入约 11,600 万元，同比下降约 32%，产品结 构为：军品收入约 10,324.00 万元、同比减少 3,620.99 万元，民品收入约 951.20 万元、同比减少 1,927.89 万元，其他业务收入 32 ...

新光光电公告，预计2025年年度净利润亏损3500万元到4300万元，上年同期净利润亏损6795.84万元。 公司收入减少主要原因：军品产品，部分研发产品已交付至客户，但目前正进行系统的联调、测试，未 达到验收条件；某型号批产产品未能在报告期内完成交付；民品产品，报告期内合同订单同比减少。由 于营业收入同比减少，导致本期出现亏损。 ...

Market Overview - The military electronics sector experienced a decline of 0.68% on January 21, with Tianjian Technology leading the drop [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Stock Performance - Notable gainers in the military electronics sector included: - Jingjia Micro (300474) with a closing price of 78.03, up 4.79%, and a trading volume of 264,300 shares, totaling 2.054 billion yuan [1] - New Light Optoelectronics (688011) closed at 68.63, up 4.65%, with a trading volume of 22,200 shares, totaling 150 million yuan [1] - Hongda Electronics (300726) closed at 52.33, up 4.41%, with a trading volume of 146,400 shares, totaling 761 million yuan [1] Capital Flow - The military electronics sector saw a net outflow of 3.125 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.907 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Individual Stock Capital Flow - Key stocks with significant capital flow included: - Qiyi (603712) with a net inflow of 1.29 billion yuan from institutional investors, but a net outflow from retail investors [3] - Jingjia Micro (300474) had a net inflow of 74.5632 million yuan from institutional investors, while retail investors showed a net outflow [3] - Aerospace South Lake (688552) recorded a net inflow of 65.0762 million yuan from institutional investors, indicating strong institutional interest [3]

Core Viewpoint - The company, Xinguang Optoelectronics, emphasizes its commitment to technological innovation and its role in supporting the development of advanced weapon systems for national defense [1] Group 1: Company Technology and Innovation - The company relies on core technologies such as phased array scanning imaging guidance and multi-optical band synthesis [1] - Xinguang Optoelectronics has been continuously strengthening its technological innovation efforts [1] Group 2: Strategic Focus - The company aims to serve the national defense technology industry and contribute to the development of advanced weapon systems [1] - The long-term strategy is aligned with national strategic needs [1]

Summary of Key Points from the Conference Call Company Overview - **Company**: Xingguang Optoelectronics (星光光电) - **New Subsidiary**: Beijing Xingguang Laser Technology Co., Ltd. established to apply ATP technology in laser communication [2][3] Industry Insights - **Laser Communication Market**: - Aiming to address limitations of traditional RF communication with advantages such as high confidentiality, strong directionality, and long-distance communication capabilities [2][4] - Expected growth in low Earth orbit satellite numbers by 2030, with the U.S. projected to exceed 100,000 satellites and China over 20,000, creating significant market demand for laser communication [4][11] Core Points and Arguments - **Investment Plans**: - Xingguang Optoelectronics plans to invest 50 million RMB in the new subsidiary, currently in the approval process [2][3] - **Technological Development**: - The company has a history of over 20 years in high-power laser research and has made significant advancements in laser weapon applications [3] - The ATP system is critical, with current satellite communication equipment costing approximately 2-3 million RMB, of which 50-60% is attributed to the ATP system [11] Competitive Landscape - **Key Players**: - Major domestic players include Huazhong University of Science and Technology, Aerospace Science and Industry Corporation, and various companies focusing on key components like optical devices and signal processing [5][6][8] - **Collaboration**: - Long-term collaboration with Harbin Institute of Technology in laser weapon and system development, including financial support for research projects [8] Product Development and Market Strategy - **Product Lines**: - Development of multiple laser countermeasure products, including the "Lijian" series and a 150mm ATP project expected to deliver in Q1 2026 [12] - **Order Status**: - Current orders amount to over 300 million RMB, covering optical target simulation and guidance systems [14] - **Future Outlook**: - The company is optimistic about achieving significant performance in 2025 and has set ambitious targets for 2026-2028 through a stock incentive plan [13][17] Strategic Initiatives - **Civilian Market Expansion**: - Collaborations in smart forestry and power grid sectors, aiming to support future revenue growth in civilian products [15] - **Technological Advancements**: - Ongoing efforts to develop laser communication technology and market expansion, with sample products expected within six months [16] Conclusion - **Future Prospects**: - The company is positioned to leverage its technological expertise in ATP and laser communication, with a strong focus on both military and civilian applications, anticipating robust growth and market presence in the coming years [17]

Core Viewpoint - The military electronics sector experienced a significant increase of 3.56% on January 9, with Shanghai Hanxun leading the gains, while the overall Shanghai Composite Index rose by 0.92% and the Shenzhen Component Index increased by 1.15% [1]. Group 1: Stock Performance - Shanghai Chaoxun (300762) closed at 51.00, up 15.23% with a trading volume of 1.6251 million shares and a transaction value of 7.894 billion [1]. - New Light Optoelectronics (688011) closed at 70.50, up 15.20% with a trading volume of 92,500 shares and a transaction value of 607 million [1]. - Guanshang Technology (301213) closed at 94.95, up 13.04% with a trading volume of 109,100 shares and a transaction value of 963 million [1]. - Yuanbo Electronics (688375) closed at 129.99, up 12.91% with a trading volume of 167,900 shares and a transaction value of 2.09 billion [1]. - New Jingang (300629) closed at 28.80, up 8.80% with a trading volume of 658,100 shares and a transaction value of 1.798 billion [1]. Group 2: Capital Flow - The military electronics sector saw a net outflow of 2.585 billion from institutional investors, while retail investors contributed a net inflow of 2.395 billion [2][3]. - The top stocks by net inflow from retail investors included Torch Electronics (603678) with 89.01 million and Huali Chuangtong (300045) with 116 million [3]. - Institutional investors showed a significant net inflow in stocks like AVIC Chengfei (302132) with 256 million, while experiencing outflows in others like Torch Electronics [3].

（文章来源：证券日报） 证券日报网讯 1月8日，新光光电在互动平台回答投资者提问时表示，公司实际控制人、董事长康为民 的父亲曾参与创建哈工大光学专业，康为民董事长从小就在哈工大校园生活，也在哈工大学习、工作多 年，向母校捐赠凝结着哈工大两代学子感恩母校的赤诚，而建立系列奖励基金，则是两代哈工大人为母 校薪火传承的倾情推动。2026年将迎来哈尔滨工业大学光学工程学科成立70周年，哈工大"规格严格， 功夫到家"的校训精神已深深融入新光光电的血脉，成为公司攻克技术难关、保障产品质量的精神支 柱，造就了新光光电的科技创新基因，多年来公司与哈尔滨工业大学形成了紧密的合作关系，未来公司 将更加紧密与哈工大协同发力，为国防和军队现代化建设贡献力量，在服务国家发展大局中展现更大作 为。 ...

Core Viewpoint - The company is focusing on developing civilian products while leveraging its military foundation and actively exploring military trade to create new growth points in performance [1] Group 1 - The company emphasizes its commitment to serving national political and diplomatic policies [1] - The company is closely monitoring market trends and increasing efforts in military trade business development [1]