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 ...

信永中和会计师事务所（特殊普通合伙） 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的回复 XYZH/2025BJAG1F0487 哈尔滨新光光电科技股份有限公司 上海证券交易所科创板公司管理部： 信永中和会计师事务所（特殊普通合伙）（以下简称我们）于近日收到哈尔滨新光 光电科技股份有限公司（以下简称新光光电或公司）转来贵部上证科创公函【2025】0232 号《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》(以 下简称年报问询函），我们结合对公司 2024 年度财务报表审计情况，对年报问询函中要 求我们发表意见的事项，逐一说明如下： 问题 1. 关于经营业绩。年报显示，公司 2024 年度实现营业收入 17,194.01 万元， 同比增长 5.99%，实现归母净利润-6,795.84 万元，较上年-3,916.79 万元亏损扩大。 其中，第四季度实现营业收入 1.04亿元，占营业收入的比重为 60.76%，较上年增长 15.86 个百分点。2025 年一季度，公司实现营业收入 790.46 万元，同比下滑 76.20%，实现归 母净利润-1,199 ...

证券代码：688011 证券简称：新光光电 公告编号：2025-020 哈尔滨新光光电科技股份有限公司 关于上海证券交易所《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 回复公告 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。 哈尔滨新光光电科技股份有限公司（以下简称"新光光电"或"公司"）于 近日收到上海证券交易所下发的《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》（上证科创公函【2025】0232 号，以下简称 "《问询函》"）。根据《问询函》的要求，现就有关情况回复公告如下： 一、关于经营业绩 年报显示，公司 2024 年度实现营业收入 17,194.01 万元，同比增长 5.99%， 实现归母净利润-6,795.84 万元，较上年-3,916.79 万元亏损扩大。其中，第四 季度实现营业收入 1.04 亿元，占营业收入的比重为 60.76%，较上年增长 15.86 个百分点。2025 年一季度，公司实现营业收入 790.46 万元，同比下滑 76 ...

Core Viewpoint - Harbin Xinguang Optoelectronics Technology Co., Ltd. experienced abnormal stock trading fluctuations, with a cumulative closing price deviation exceeding 30% over three consecutive trading days from June 17 to June 19, 2025 [1][2]. Group 1: Stock Trading Abnormalities - The company's stock price deviation was identified as exceeding the thresholds set by the Shanghai Stock Exchange's real-time monitoring rules [1]. - The company confirmed that there were no undisclosed significant information affecting the stock price as of the announcement date [1][2]. Group 2: Operational Status - The company reported that its daily operations are normal and have not undergone significant changes recently [1]. - There have been no major adjustments in the market environment or industry policies that could impact the company's operations [1]. Group 3: Major Events and Information - The company conducted a self-examination and confirmed that there are no major undisclosed events such as asset restructuring, share issuance, or significant business collaborations that could influence stock trading [2]. - No media reports or market rumors have been identified that could significantly affect the company's stock price [2]. Group 4: Board of Directors' Statement - The Board of Directors confirmed that, apart from disclosed matters, there are no undisclosed items that should be reported according to the relevant regulations of the Shanghai Stock Exchange [2].

关于《哈尔滨新光光电科技股份有限公司 股票交易异常波动问询函》的回函 哈尔滨新光光电科技股份有限公司: 贵公司发出的《哈尔滨新光光电科技股份有限公司股票交易异常波动的问询 函》已收悉,经认真自查核实,现回复如下: 一、截至目前,本人不存在涉及贵公司的应披露而未披露的重大信息; 二、截至目前,本人不存在处于筹划阶段的涉及贵公司的重大事项,包括但 不限于重大资产重组、股份发行、收购、债务重组、业务重组、资产剥离、资产 注入、股份回购、股权激励、破产重整、重大业务合作、引进战略投资者等重大 事项; 三、在本次股票交易异常波动期间,本人及本人的一致行动人不存在买卖贵 公司股票的情形。 特此回函! (本页以下无正文) (本页无正文,为《关于〈哈尔滨新光光电科技股份有限公司股票交易异常波动 的问询函>的回函》之签字页 ) 实际控制人: / 2025 年 6 月 19 日 the state k (本页无正文,为《关于〈哈尔滨新光光电科技股份有限公司股票交易异常波动 的问询函>的回函》之签字页） 控股股东/实际控制人:_ 2025 年 6 月 19 日 （本页无正文，为《关于〈哈尔滨新光光电科技股份有限公司股票交易异常波动 ...

证券代码：688011 证券简称：新光光电 公告编号：2025-019 哈尔滨新光光电科技股份有限公司 关于股票交易异常波动的公告 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。 重要内容提示： ● 哈尔滨新光光电科技股份有限公司（以下简称"公司"）股票于2025 年6月17日、6月18日、6月19日连续三个交易日内收盘价格涨幅偏离值累计超过 30%。根据《上海证券交易所交易规则》《上海证券交易所科创板股票异常交易 实时监控细则》的有关规定，属于股票交易异常波动情形。 ● 经公司自查并向控股股东及实际控制人核实，截至本公告披露日，不存 在应披露而未披露的重大信息。 一、股票交易异常波动的具体情况 公司股票交易于2025年6月17日、6月18日、6月19日连续三个交易日内收盘 价格涨幅偏离值累计超过30%，根据《上海证券交易所交易规则》《上海证券交 易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易价格异常波 动。 二、上市公司关注并核实的相关情况 根据上海证券交易所相关规定，公司对相关情况进行必要核实，现说明如下 ...

Core Viewpoint - The company, New Light Optoelectronics, has confirmed that its recent daily operations are normal and there have been no significant changes in its business environment or industry policies [1] Company Operations - The company conducted a self-inspection and found that its daily operations are functioning normally [1] - There are no major changes in the market environment or industry policies that could impact the company's operations [1] Shareholder Confirmation - The company has confirmed with its controlling shareholder and actual controller that there are no significant matters affecting the abnormal fluctuations in the company's stock trading price [1] - There are no other significant undisclosed matters related to the company that should be disclosed [1]