随着科创板开市三周年临近，首批25家上市公司三年限售期的首发前股份将迎来解禁。7月15日晚 间，首批公司齐发公告，其中9家公司股东表示延长锁定期6个月或12个月，或承诺解禁后6个月内不减 持。 接受《证券日报》记者采访的专家认为，多家公司股东主动延长锁定期、承诺一定期间不减持等， 印证了科创板"关键少数"对公司中长期价值的坚定信心。解禁不等于减持，大股东、董监高减持需遵循 减持规则，3个月内可通过集中竞价减持的占比较低，对二级市场影响有限。此外，科创板公司成长性 良好，具备长期投资价值，解禁后有望迎来长线资金入驻。 对中长期发展有信心 9家公司关键股东"惜售" 除上述9家公司股东外，天准科技的实际控制人因前期增持股份，此次限售股解禁后在11月17日前 不减持。 开源证券副总裁、研究所所长孙金钜在接受《证券日报》记者采访时表示，由于解禁以及后续潜在 的减持压力，基本面较弱的个股在大规模解禁时往往表现不佳。但是多家科创板公司控股股东延长锁定 期或者承诺一定时间内不减持，可以增强各方对公司未来发展和行业前景的信心，减少市场情绪带来的 抛压。 "9家公司股东表态延长锁定期或不减持，减小了解禁对公司股价的压力，有助于科 ...

Core Viewpoint - New Light Optoelectronics (688011.SH) has announced a projected net loss for the first half of 2025, indicating ongoing financial difficulties and a trend of declining profitability [1] Financial Performance - The company expects to achieve approximately 21 million yuan in revenue for the first half of 2025, with a projected net loss attributable to shareholders ranging from -19 million to -23 million yuan, representing a year-on-year decline of 6.35% to 28.74% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between -27 million and -31 million yuan, reflecting a year-on-year decrease of 4.78% to 20.30% [1] - New Light Optoelectronics has reported net losses for three consecutive years from 2022 to 2024, with figures of -24.67 million yuan, -39.17 million yuan, and -67.96 million yuan respectively [1] - The company has also experienced five consecutive years of losses in net profit after deducting non-recurring gains and losses, with losses ranging from -198.65 million yuan in 2020 to -82.37 million yuan in 2024 [1] Initial Public Offering (IPO) Details - New Light Optoelectronics was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 22, 2019, raising a total of 952 million yuan, with a net amount of 865 million yuan after expenses [2] - The company aimed to raise 876 million yuan for various projects, including upgrades to production lines for optoelectronic products, research and development of aerospace optoelectronic equipment, and construction of a research center [2] - The total issuance costs amounted to 87.04 million yuan, with the lead underwriter, CITIC Securities, receiving 76.18 million yuan in underwriting fees [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301213 | 观想科技 | 67.99 | 12.75% | 10.49万 | | 7.01亿 | | 688788 | 科思科技 | 60.61 | 8.37% | 8.81万 | | 5.15亿 | | 688011 | 新光光电 | 43.21 | 7.01% | 9.76万 | | 4.18亿 | | 301302 | 华如科技 | 26.10 | 4.48% | 1 11.47万 | | 2.96亿 | | 688132 | 邦彦技术 | 20.46 | 4.39% | 5.36万 | | 1.08亿 | | 688776 | 国光电气 | 89.72 | 4.33% | 4.68万 | | 4.15 Z | | 301592 | 六九一二 | 168.00 | 4.11% | 3.76万 | | 6.26亿 | | 688081 | 六图新科 | 22.05 | 3.13% | 3.59万 | | 7881.50万 ...

Core Viewpoint - The military stocks experienced a significant surge, with multiple companies reaching their daily trading limits and notable percentage increases in their stock prices [1] Group 1: Stock Performance - Ruikeda reached a 20% limit up [1] - Guankuang Technology increased by over 13% [1] - Huapengfei rose by over 10% [1] - Zhanpeng Technology and Kain Co. both hit a 10% limit up [1] - Fengxing Co. approached the limit up [1] - Xiling Power, Zhenyou Technology, and Xinguang Optoelectronics all increased by over 8% [1] - Jihua Group rose by over 7% [1] - Guoyi Bidding, Tongyu Heavy Industry, and Shanhe Intelligent increased by over 6% [1] - Great Wall Military Industry, Lingyun Co., Pinggao Co., and Kesi Technology all rose by over 5% [1]

Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

Performance Forecast - The company expects to achieve an operating income of approximately 21 million yuan for the first half of 2025, with a net profit attributable to shareholders ranging from -19 million to -23 million yuan, representing a year-on-year decline of 6.35% to 28.74% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between -27 million and -31 million yuan, reflecting a year-on-year decrease of 4.78% to 20.30% [1] Previous Year Performance - In the same period last year, the net profit attributable to shareholders was -17.87 million yuan, and the net profit after deducting non-recurring gains and losses was -25.77 million yuan [1] Reasons for Performance Decline - The significant decline in operating income, approximately 59.31% year-on-year, is primarily due to a 65.89% drop in revenue from optical targets and simulation systems, as ongoing system-level projects are still in production and adjustment stages, delaying delivery and acceptance [1] - The decrease in operating income has led to insufficient gross profit to cover various expenses, resulting in a net loss for the period [1] - Despite the revenue drop, the company has improved operational quality, with total sales, management, and R&D expenses decreasing year-on-year, and credit impairment losses reduced by approximately 121.20% [1]

Group 1 - Jiejia Weichuang expects a net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year increase of 38.65% to 59.85% [1] - Micron Biotech's CS231295 clinical trial application has been approved by the FDA for treating advanced solid tumors [1] - Sinopec anticipates a net profit of 20.1 billion to 21.6 billion yuan for the first half of 2025, a decrease of 39.5% to 43.7% year-on-year [2] Group 2 - High Energy Environment has obtained a loan commitment letter from a financial institution for share repurchase [2] - Electric Power Investment Energy received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inadequate disclosure in its semi-annual report [3] - Zhejiang University Net New won a bid for an intelligent engineering project worth 94.2712 million yuan [5] Group 3 - Daodaoquan reported a net profit of 181 million yuan for the first half of 2025, a year-on-year increase of 563.15% [8] - New Light Optoelectronics expects a net loss of 19 million to 23 million yuan for the first half of 2025 [9] - Aihua Pharmaceutical's two probiotic powder registration applications have been accepted [10] Group 4 - Xinhui Electric's subsidiary signed a product sales framework contract for commercial and household robots [11] - Baida Precision Engineering's subsidiary obtained 134,500 square meters of industrial land use rights [12] - Haiyang Technology's chief engineer resigned for personal reasons [13] Group 5 - Tianhe Magnetic Materials received a project filing notice for a 12,000-ton magnetic material deep processing project [22] - Wanlima is the pre-selected unit for a procurement project worth 43.835 million yuan from China Southern Airlines [24] - Yipin Hong's subsidiaries obtained two drug registration certificates [25] Group 6 - Zhejiang Jiaoke's subsidiary signed new construction projects worth 4.783 billion yuan in the second quarter [27] - Shenglan Co. received approval for issuing convertible bonds [29] - Jimi Technology expects a net profit of 88.6622 million yuan for the first half of 2025, a year-on-year increase of 2062.33% [31] Group 7 - Dingtong Technology reported a net profit of 115 million yuan for the first half of 2025, a year-on-year increase of 134.06% [32] - Huaheng Biological is planning to list on the Hong Kong Stock Exchange [34] - Yuntian Lihui submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [36] Group 8 - Nanchip Technology expects a net profit of 108.8 million to 133.1 million yuan for the first half of 2025, a decrease of 35.09% to 47.03% year-on-year [43] - Anglikang's Mesobam injection has received a drug registration certificate [44] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.998% [45]

（文章来源：每日经济新闻） 新光光电（SH 688011，收盘价：40.38元）7月31日晚间发布业绩预告，预计2025年半年度公司实现营 业收入约2100万元，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-1900万元到-2300万元，同比下降6.35%~28.74%。上年同期归属于上市公司股东的净利润为亏损 1786.57万元。 2024年1至12月份，新光光电的营业收入构成为：其他电子设备制造占比97.85%，其他业务占比 2.15%。 ...

Group 1 - The core viewpoint of the news is that Xinguang Optoelectronics (688011) is expected to report a significant loss in the first half of 2025, with projected net profit losses ranging from -19 million to -23 million yuan, reflecting a year-on-year decline of 6.35% to 28.74% [1] - The company's revenue is anticipated to be approximately 21 million yuan, with a substantial decrease in revenue from optical systems and simulation systems, which fell by about 65.89% year-on-year due to ongoing project production and testing phases [1] - The company has experienced continuous net profit losses over the past three years, with non-recurring net profits also showing losses for five consecutive years from 2020 to 2024 [2] Group 2 - In response to investor concerns about profitability, the company stated that it will focus on improving business management and operational performance in 2025, emphasizing "business development," "management," and "team building" [2] - The company aims to enhance its military product offerings by focusing on simulation, optical guidance, and laser countermeasures, while also optimizing its organizational structure and investing more resources in civilian product development and market expansion [3] - The company plans to implement strict cost control measures and improve operational efficiency by enhancing personnel effectiveness, managing resources, and focusing on results [3]

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。同时，报告期 内公司提升经营质量，销售费用、管理费用、研发费用总计同比有所下降；公司加大催款力度，信用减 值损失同比减少约121.20%。以上综合导致公司报告期在收入大幅下降的情况下，归母净利润小幅下 降。 格隆汇7月31日丨新光光电(688011.SH)公布2025年半年度业绩预亏公告，经财务部门初步测算，预计 2025年半年度公司实现营业收入约2,100.00万元，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-1,900.00万元到-2,300.00万元，同比下降6.35%到28.74%。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-2,700.00万元到-3,100.00万元，同比下降4.78%到 20.30%。 ...