证券代码：688055 证券简称：龙腾光电 公告编号：2026-002 昆山龙腾光电股份有限公司 关于核心技术人员变动的公告 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： 昆山龙腾光电股份有限公司（以下简称"公司"或"龙腾光电"）核心 技术人员赖信杰先生因个人原因辞去所任职务，离职后不再担任公司核心技术人 员及其他任何职务。截至本公告披露日，赖信杰先生未持有公司股份。 截至本公告披露日，赖信杰先生主要负责的相关工作已妥善交接，其离 职不影响公司知识产权的完整性，不会对公司技术研发、核心竞争力及持续经营 能力产生实质性影响。 一、核心技术人员变动的具体情况 公司核心技术人员赖信杰先生因个人原因辞去所任职务，并于近日办理完毕 离职手续，离职后赖信杰先生不再担任公司核心技术人员及其他任何职务。公司 及董事会对赖信杰先生在任职期间为公司发展所做出的努力和贡献表示衷心感 谢。 （一）核心技术人员基本情况 赖信杰，中国台湾籍，无其他境外永久居留权，硕士研究生，公司核心技术 人员之一，曾在瑞利企业有限公司任 CAD 设 ...

Group 1 - The Sci-Tech Innovation 50 Index opened high on January 7, fluctuated within a narrow range, turned negative in the afternoon, and then rose significantly, closing at 1443.39 points with an increase of 0.99% and a total trading volume of approximately 871.3 billion yuan [1] - The Sci-Tech Innovation Composite Index rose by 1.53% on January 7, closing at 1746.72 points with a total trading volume of about 3094 billion yuan. The average increase for the 600 stocks in the Sci-Tech Innovation Board was 1.73% with an average turnover rate of 4.27% [2] - High-priced stocks generally rose while low-priced stocks showed mixed performance. Notably, component stocks and electrical equipment stocks performed strongly, while healthcare and communication equipment stocks had the largest declines [2] Group 2 - The stock with the highest trading volume was Cambrian with 94.2 billion yuan, while ST Pava had the lowest trading volume at 482.2 million yuan [3] - The stock with the highest turnover rate was Hengkang New Materials at 41.79%, while Longteng Optoelectronics had the lowest turnover rate at 0.26% [4]

Core Insights - The report emphasizes the growth opportunities in the electronic materials sector driven by rapid downstream development, technological advancements, and domestic substitution [3][5] - The semiconductor materials market is projected to grow significantly, with a forecasted sales revenue of USD 67.5 billion in 2024, reflecting a year-on-year increase of 3.8% [7][34] - The report maintains a "stronger than market" rating for the industry, indicating a positive outlook for investments in electronic materials [3][5] Semiconductor Materials - The global semiconductor materials market is expected to exceed USD 87 billion by 2029, with a compound annual growth rate (CAGR) of 4.5% from 2024 to 2029 [7][34] - China's semiconductor materials domestic substitution rate is currently around 15%, with significant reliance on imports for high-end materials [38][42] - Key materials such as CMP polishing materials, photoresists, and electronic specialty gases are seeing increased domestic production efforts, which are expected to enhance the domestic substitution rate [38][42] PCB Materials - The PCB industry is evolving towards high-frequency and high-speed applications, with increasing demand for electronic resins and fabrics [7][34] - The global market for electronic resins and fabrics used in PCB production is estimated at approximately USD 33.02 billion and USD 24.13 billion, respectively, in 2023 [7][34] - The transition to high-frequency and high-speed PCBs is driven by advancements in 5G technology and the rapid growth of data centers and cloud computing [7][34] OLED Materials - The demand for OLED materials is expected to grow rapidly due to increasing terminal application needs and the acceleration of high-generation line capacity release [7][34] - The global OLED display materials market is projected to reach USD 2.44 billion in 2024, with a CAGR of 19.8% expected from 2025 to 2031 [7][34] - Domestic OLED organic materials currently have a low substitution rate of around 12%, indicating significant growth potential as local manufacturers expand their capabilities [7][34] Investment Recommendations - The report recommends investing in companies benefiting from the semiconductor market recovery, such as Anji Technology, Yake Technology, and Jiangfeng Electronics, among others [5][34] - For AI server demand, companies like Shengquan Group and Dongcai Technology are highlighted as key players in the electronic resin market [5][34] - In the OLED sector, companies like Lite-On Optoelectronics and Wanrun Co., Ltd. are recommended due to their strong market positions [5][34] Industry Performance - The semiconductor materials index has shown a cumulative increase of 37.87% in 2025, outperforming the CSI 300 index by 18.72 percentage points [26] - The electronic chemicals index has increased by 54.98% in the same period, surpassing the CSI 300 index by 35.83 percentage points [26] - Overall, the electronic materials industry is experiencing stable growth, with significant improvements in revenue and profitability metrics [16][26]

Group 1 - The company, Kunshan Longteng Optoelectronics Co., Ltd., is selling 100% equity of its wholly-owned subsidiary, Kunshan Longteng Electronics Co., Ltd., to optimize resource allocation [1] - The public listing for the equity sale took place from December 2, 2025, to December 29, 2025, with a starting price based on an asset evaluation value of 569.2062 million yuan [1] - The company received notification from the Suzhou Property Rights Exchange Center that no interested buyers were found by the end of the listing period, resulting in the termination of the sale [1] Group 2 - The company will determine a new plan for the disposal of the subsidiary's equity based on the specific circumstances and will fulfill its information disclosure obligations as required [2]

经公司第三届董事会第五次会议审议通过，公司于 2025 年 12 月 2 日至 2025 年 12 月 29 日在苏州产权交易中心对龙腾电子 100%股权进行正式公开挂牌，挂 牌底价为经国有资产监督管理部门备案的资产评估值 56,920.62 万元。近日，公 司收到苏州产权交易中心通知，截至挂牌期满，本项目未征集到意向受让方，本 次挂牌自行终止。 昆山龙腾光电股份有限公司 关于公开挂牌出售全资子公司股权的进展公告 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、准确性和完整性承担法律责任。 一、交易概述 昆山龙腾光电股份有限公司（以下简称"龙腾光电"或"公司"）为优化资 源配置，依据国有产权转让的相关规定，通过公开挂牌转让方式出售全资子公司 昆山龙腾电子有限公司（以下简称"龙腾电子"）100%股权。具体内容详见公 司披露的《龙腾光电关于拟公开挂牌出售全资子公司股权的提示性公告》（公告 编号：2025-022）。 二、进展情况 证券代码：688055 证券简称：龙腾光电 公告编号：2026-001 公司将根据该事项的具体情况另行确定子公司股权处置方案并按规定 ...

龙腾光电公告，公司于2025年12月2日至2025年12月29日在苏州产权交易中心对昆山龙腾电子有限公司 100%股权进行公开挂牌，挂牌底价为经国有资产监督管理部门备案的资产评估值5.69亿元。截至挂牌 期满，本项目未征集到意向受让方，本次挂牌自行终止。 ...

Group 1 - The core viewpoint of the news is that Longteng Optoelectronics has shown a slight increase in stock price, reaching 3.64 CNY per share, with a total market capitalization of 12.133 billion CNY [1] - Longteng Optoelectronics, established on July 12, 2005, and listed on August 17, 2020, specializes in the research, production, and sales of thin-film transistor liquid crystal displays (TFT-LCD), with 93.97% of its revenue coming from this main business [1] - The company’s products are primarily used in laptops, mobile phones, automotive displays, and industrial control display systems [1] Group 2 - Among the top ten circulating shareholders of Longteng Optoelectronics, Huaxia Fund's Huaxia Zhisheng Pioneer Stock (LOF) A (501219) has recently entered, holding 3.0005 million shares, which is 0.09% of the circulating shares [2] - The fund has achieved a year-to-date return of 36.7%, ranking 1271 out of 4195 in its category, and a one-year return of 33.61%, ranking 1250 out of 4179 [2] - The fund manager, Sun Meng, has been in position for 5 years and 290 days, with the fund's total asset size at 16.118 billion CNY and a best return of 142.02% during his tenure [3]

（文章来源：证券时报网） 据Wind统计，截至12月17日，沪深两市共有140只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是龙腾光电，已连续15个交易日获净买入；连续获主力资金净买入天数较 多的还有建研院、中材科技、红豆股份、华旺科技、新华医疗、凤凰股份、南都物业、立霸股份等股。 ...

Core Insights - Kunshan Longteng Optoelectronics Co., Ltd. has gained significant attention in the capital market due to its achievements in full-color electronic paper technology and industrialization, positioning itself as a model for the transformation and upgrading of China's manufacturing industry [1][4] - The company has developed a complete proprietary intellectual property system covering material synthesis, structural design, and driving algorithms, with over 80 patents related to electronic paper [1][3] - Longteng's full-color electronic paper products are rapidly being applied in various sectors, including education, transportation, advertising, retail, and healthcare, showcasing their versatility and market potential [2][3] Company Development - Longteng Optoelectronics has successfully broken through key core technologies in the electronic paper field by deeply binding with domestic supply chain enterprises and prioritizing the use of domestic products [2] - The company’s innovative 11.6-inch full-color electronic paper display won the "Display Device Innovation Gold Award" at the 2025 DIC EXPO International Display Technology Exhibition [1][3] - The company is positioned to benefit from the rapid growth of the global electronic paper market, with predictions indicating continued expansion in market size due to the integration of IoT and smart city initiatives [3] Environmental and Social Responsibility - Longteng's electronic paper technology aligns with China's "dual carbon" strategy, significantly reducing energy consumption compared to traditional display technologies [3] - The company aims to improve the visual environment for youth and assist in myopia prevention through its products, which do not require backlighting and rely on ambient light reflection [3][4] - The firm emphasizes a development philosophy that harmonizes technology with environmental and social needs, showcasing its commitment to societal welfare [3][4] Regional Advantages - Kunshan, as a leading economic benchmark county in China, provides a robust industrial ecosystem for Longteng, facilitating collaboration with core suppliers within an hour's drive [4] - The local government has played a crucial role in providing innovation resources and supporting the establishment of significant innovation platforms, accelerating the R&D and commercialization of key technologies [4] - Longteng's differentiated and high-value strategy in niche markets not only drives its own high-quality development but also presents a compelling value investment opportunity in the capital market [4]

Group 1 - The core point of the article highlights that as of December 15, a total of 165 stocks in the Shanghai and Shenzhen markets have experienced net buying from main funds for five consecutive days or more [1] - The stock with the longest consecutive net buying days is Haohai Biological Technology, which has seen net buying for 15 consecutive trading days [1] - Other stocks with significant consecutive net buying days include Longteng Optoelectronics, China National Materials, Jianyan Institute, Xinhua Medical, Phoenix Shares, Huawang Technology, Hongdou Shares, and Baihe Shares [1]