Core Insights - On September 29, a total of 30 stocks were involved with institutional investors, with 13 showing net buying and 17 showing net selling [1] Group 1: Institutional Buying - The top three stocks with the highest net buying by institutions were Tian Ci Materials, Chu Ling Information, and Guangfa Securities, with net buying amounts of 180.14 million, 102.15 million, and 98.78 million respectively [1][2] - Tian Ci Materials experienced a price increase of 10.01% on that day [2] - Chu Ling Information saw a significant price increase of 20.00% [2] Group 2: Institutional Selling - The top three stocks with the highest net selling by institutions were New Light Optoelectronics, Huasoft Technology, and Jiang Tung Equipment, with net selling amounts of 144 million, 72.88 million, and 48.16 million respectively [1][3] - New Light Optoelectronics experienced a price drop of 17.56% [3] - Huasoft Technology saw a decline of 10.02% [3]

Group 1 - Yinglian Co., Ltd. expects a net profit increase of 1531.13% to 1672.97% year-on-year for the first three quarters of 2025, with projected revenue of 1.63 billion to 1.65 billion yuan, a growth of 9.49% to 10.83% [1] - Meixin Sheng plans to reduce its shareholding by no more than 1% through centralized bidding and block trading [1] - Huayin Technology signed two sales contracts totaling 402 million yuan, with one contract for special functional materials and another for research project materials [3] Group 2 - Shen Highways reported a total toll revenue of 114 million yuan for August [5] - Dash Smart signed a contract worth 113 million yuan for a smart hospital project [7] - Tianbang Food received an administrative regulatory measure decision from the China Securities Regulatory Commission for failing to disclose information in a timely manner [8] Group 3 - Fashilong plans to invest 250 million yuan to establish a wholly-owned subsidiary focused on AI applications and cloud computing [10] - Junpu Intelligent received a government subsidy of 20 million yuan, accounting for 243.97% of its audited net profit for 2024 [11] - Longyun Co. plans to apply for a bank credit limit of 32 million yuan [12] Group 4 - Yifan Pharmaceutical's subsidiary received acceptance for a drug registration application for a medication used to lower phenylalanine levels in patients [12] - Rundu Co. received a drug registration certificate for a hypertension medication [13] - Huahai Qingke elected a new employee director and appointed a new vice president [17] Group 5 - Wanyi Technology received a government subsidy of 173,000 yuan [19] - Haizheng Pharmaceutical's tacrolimus capsules passed the consistency evaluation for generic drugs [20] - Pulaike's new veterinary vaccine received registration certification [22] Group 6 - Boguang New Materials signed a major sales contract estimated at 4.3 billion to 5 billion yuan for nickel powder products [41] - Electric Soul Network announced plans for shareholders to reduce their holdings by up to 1.63% [42] - Jin Haitong's shareholders plan to reduce their holdings by up to 3% [44]

Core Viewpoint - The recent detention of the chairman of New Light Optoelectronics raises concerns about the company's governance and operational stability, especially given its ongoing financial struggles and project delays [3][4][15]. Company Overview - New Light Optoelectronics, established in 2007, is the first Sci-Tech Innovation Board listed company in Northeast China, focusing on high-tech components and solutions for weapon systems [4]. - The company has faced significant operational challenges, including a decline in revenue and increasing losses since its IPO in 2019 [8][10]. Financial Performance - The company reported revenues of 1.50 billion yuan, 1.62 billion yuan, and 1.72 billion yuan for the years 2022, 2023, and 2024, respectively, indicating a downward trend from its peak revenue of 2.08 billion yuan in 2018 [8][9]. - Net losses have accumulated to over 130 million yuan from 2022 to 2024, with a continuous decline in profitability [8][9]. - In the first half of 2025, the company achieved revenue of 21.28 million yuan, a 58.77% year-on-year decline, primarily due to a 65.89% drop in income from its main optical target and scene simulation systems [9][10]. Accounts Receivable Issues - The company's accounts receivable balance was reported at 212.56 million yuan, significantly exceeding its revenue, raising concerns about cash flow and operational efficiency [11][12]. - The lengthy payment cycles typical in the defense industry contribute to high accounts receivable, complicating the company's financial situation [11][12]. Project Delays and Fund Management - New Light Optoelectronics has faced delays in its fundraising projects, with only 47.42% of the raised 865 million yuan utilized as of mid-2025 [13][14]. - The company has resorted to investing idle funds in financial products, which has drawn scrutiny given the ongoing project delays [14][15]. Leadership and Governance - The chairman, Kang Weimin, has been detained, leading to concerns about the company's governance and future direction [3][15]. - The management's ability to adapt and efficiently convert projects into revenue will be critical for the company's recovery [15].

新光光电今日跌17.56%，成交额3.94亿元，换手率11.10%，盘后龙虎榜数据显示，有2家机构专用席位 净卖出1.44亿元。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日军工电子板块主力资金净流出12.06亿元，游资资金净流入1.8亿元，散户资金 净流入10.25亿元。军工电子板块个股资金流向见下表： 证券之星消息，9月29日军工电子板块较上一交易日下跌0.1%，新光光电领跌。当日上证指数报收于 3862.53，上涨0.9%。深证成指报收于13479.43，上涨2.05%。军工电子板块个股涨跌见下表： ...

新光光电上市募集资金总额为9.52亿元，募集资金净额为8.65亿元。新光光电于2019年7月16日披露的招 股说明书显示，公司拟募集资金8.76亿元，分别用于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、睿光航天光电设备研发生产项目、研发中心建设项目、补充流动资金。 新光光电的发行费用共计8704.16万元，其中中信建投作为保荐机构和主承销商获得保荐、承销费用 7618.00万元。 中国经济网北京9月29日讯新光光电(688011.SH)晚间发布关于重大事项的公告，公司近日收到嵩县监察 委员会签发的关于对公司控股股东、实际控制人、董事长、总经理康为民的《立案通知书》和《留置通 知书》，康为民被实施留置措施。 公司于2025年9月28日召开董事会临时会议，除公司董事长康为民未能出席外，其他董事全部出席。会 议形成如下决议：1、根据《公司章程》第一百一十五条，在康为民留置期间，由公司副董事长王玉伟 代为履行公司董事长及法定代表人职责，以及代为履行公司董事会相关委员会成员的职责；2、在康为 民留置期间，由公司副总经理曲波代为履行公司总经理职责。 新光光电表示，截至公告披露日，公司控制权未发生变化，董事会运 ...

新光光电表示，公司已召开董事会临时会议，形成如下决议：在康为民先生留置期间，由副董事长王玉 伟代为履行董事长及法定代表人职责，由副总经理曲波代为履行总经理职责。 新光光电表示，公司拥有完善的治理及内部控制机制，已对相关事项做了妥善安排，不会对公司的日常 运营造成重大影响。公司将按照《中华人民共和国公司法》、《上海证券交易所科创板股票上市规则》 及《公司章程》等法律法规和相关制度规范运作。 截至目前，公司控制权未发生变化，董事会运作正常，生产经营秩序正常。公司尚未知悉上述事项的进 展和结论，公司将密切关注上述事项的后续进展。 值得一提的是，2020年6月1日，新光光电曾发布公告称，为回馈母校、推动母校人才培养，公司董事长 康为民将向哈尔滨工业大学教育发展基金会捐赠新光光电582万股股票，占新光光电总股本的5.82%。 以当时股价计算，这些股票市值高达2.4亿元。 昨天（9月28日），新光光电（688011.SH）发布公告：哈尔滨新光光电科技股份有限公司（以下简称新 光光电）近日收到嵩县监察委员会签发的关于对公司控股股东、实际控制人、董事长、总经理康为民的 《立案通知书》和《留置通知书》，康为民被实施留置措施。 ...

格隆汇9月29日｜新光光电(688011.SH)跌16.86%，报35.5元，总市值35.5亿元。新光光电公告，公司控股股东、实际控制人、董事长、总经理康为民先生被 嵩县监察委员会签发的《立案通知书》和《留置通知书》，并实施留置措施。公司已于2025年9月28日召开董事会临时会议，由副董事长王玉伟代行董事长 及法定代表人职责，副总经理曲波代行总经理职责。公司治理及内部控制机制完善，不会对日常运营造成重大影响。控制权未变，董事会运作正常，生产经 营秩序正常。(格隆汇) ...

9月28日，军工电子企业哈尔滨新光光电科技股份有限公司(688011.SH，下称"新光光电")公告披露，公 司近日收到嵩县(隶属河南省洛阳市)监察委员会签发的关于对公司实际控制人、董事长康为民的《立案 通知书》和《留置通知书》，康为民被实施留置措施。 新光光电主要为武器系统研制提供光学制导、光学目标与场景仿真、激光对抗和光电专用测试等方向的 高精尖组件、装置、系统和解决方案，也有部分民品业务。公开资料显示，现年59岁的康为民1990年7 月至1994年5月任哈尔滨激光研究所工程师；1994年6月至2001年8月任哈尔滨工业大学自动化仪表与控 制研究所副研究员；2001年9月至2018年1月任哈尔滨工业大学光学目标仿真与测试技术研究所所长； 2018年12月起任新光光电董事长、总经理。2019年，在康为民带领下，新光光电跻身首批科创板上市企 业。 出身哈工大的康为民有着深厚的家学渊源。据《黑龙江日报》2020年6月报道，康为民毕业于哈工大物 理系，其父亲康松高曾参与创建哈工大光学专业，是哈工大"八百壮士"之一。1986年，康为民考入哈工 大应用物理系的应用物理专业，毕业后一直在哈工大从事光学领域研究和教学工作。 ...

来源：e公司 又有上市公司董事被留置！新光光电(688011)9月28日晚公告，近日收到嵩县监察委员会签发的 关于对公司控股股东、实际控制人、董事长、总经理康为民的《立案通知书》和《留置通知 书》，康为民被实施留置措施。 责，以及代为履行公司董事会相关委员会成员的职责；在康为民留置期间，由公司副总经理曲波代为 履行公司总经理职责。 新光光电称，截至公告披露日，公司尚未知悉上述事项的进展及结论，公司将密切关注上述事项的后 续进展。 公开信息显示，康为民，1990年7月至1994年5月，任哈尔滨激光研究所工程师；1994年6月至2001年 8月，任哈尔滨工业大学自动化仪表与控制研究所副研究员；2001年9月至2018年1月，任哈尔滨工业 大学光学目标仿真与测试技术研究所所长；2016年5月至2018年12月，任哈尔滨新光光电科技有限公 司董事长； 2018年12月至今，任公司董事长、总经理 。 新光光电2025年半年报显示，截至报告期末，康为民直接持有公司4465.4万股股份，占公司总股本的 比例为44.65%。 新光光电主营产品包括边防防控类产品、变电站在线视频监控智能分析平台等系列产品、光电专用测 试设备、光 ...