Core Viewpoint - Longteng Optoelectronics announced plans to publicly transfer 100% equity of its wholly-owned subsidiary, Kunshan Longteng Electronics Co., Ltd. [2] Company Summary - Longteng Optoelectronics is engaging in the sale of its subsidiary, indicating a strategic shift or potential restructuring within the company [2] - The decision to sell the subsidiary may reflect the company's focus on optimizing its asset portfolio [2] Industry Summary - The move to divest a subsidiary aligns with broader trends in the electronics industry, where companies are increasingly streamlining operations to enhance efficiency and focus on core competencies [2]

Company Summary - Longteng Optoelectronics (SH 688055) announced on November 4 that it plans to sell 100% equity of its wholly-owned subsidiary, Longteng Electronics, through public transfer to optimize resource allocation and enhance operational efficiency as part of its global strategic development plan [1] - The transaction is currently in the information disclosure phase at a property trading institution, with details regarding the trading partner, method, and price yet to be determined [1] - As of the report, Longteng Optoelectronics has a market capitalization of 13.2 billion yuan [1] Industry Summary - The industry is experiencing a significant surge in overseas orders, with a reported increase of 246%, covering over 50 countries and regions [1] - Entrepreneurs have raised concerns about potential malicious competition, as some entities are reportedly selling products at a loss [1]

证券代码：688055 证券简称：龙腾光电 公告编号：2025-022 昆山龙腾光电股份有限公司 关于拟公开挂牌出售全资子公司股权的提示性公告 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： 二、交易对方的基本情况 1 本次交易采取公开挂牌转让方式进行，交易对方尚未确定。公司将根据产权 交易机构公开挂牌转让进展情况，及时披露交易对方及相关后续进展情况。 三、交易标的基本情况 昆山龙腾光电股份有限公司（以下简称"龙腾光电"或"公司"）拟通 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。 本次交易事项在产权交易机构进行信息预披露，不构成交易行为。本次 交易受让方尚未确定，交易对方将以最终的受让方为准。 本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重 组。 本次交易事项尚需取得有权国有资产监督管理机构批准，并履行公开挂 牌转让程序，交易能否达成存在不确定性，敬请广大投资者注意投资风险。 一、交易概述 因应公司全球战略发展规划，优化资源配置并推进新质生产 ...

Core Viewpoint - Longteng Optoelectronics (688055.SH) announced the intention to sell 100% equity of its wholly-owned subsidiary Longteng Electronics through a public transfer, aiming to optimize resource allocation and enhance overall operational efficiency in line with its global strategic development plan [1] Group 1 - The company is responding to its global strategic development plan by optimizing resource allocation [1] - The sale of Longteng Electronics is part of the company's efforts to advance in the new productivity sector [1] - The objective of the sale is to improve overall operational efficiency [1]

Group 1 - The company Longteng Optoelectronics (688055.SH) announced its plan to sell 100% equity of its wholly-owned subsidiary Longteng Electronics through a public transfer method [1] - This decision is part of the company's global strategic development plan aimed at optimizing resource allocation and advancing its layout in the new productivity sector [1] - The objective of this move is to enhance overall operational efficiency [1]

Core Viewpoint - The company plans to sell its wholly-owned subsidiary, Kunshan Longteng Electronics, through a public transfer method, with details on the counterparty, method, and price yet to be determined [1] Financial Summary - The subsidiary has a registered capital of 616 million RMB, with total assets of 553 million RMB and net assets of 479 million RMB by the end of 2024, generating revenue of 887 million RMB and a net profit of 1.36 million RMB [1] - By the end of September 2025, the subsidiary's total assets are projected to be 476 million RMB, net assets at 470 million RMB, but with a net loss of 9.44 million RMB [1] Regulatory Requirements - The transaction is subject to approval from the state-owned assets supervision and administration authority and must complete the public transfer process [1]

Summary of Key Points Core Viewpoint - Longteng Optoelectronics (688055) has received a government subsidy of RMB 22.95 million, which will be accounted for according to relevant accounting standards [1][4]. Trading Information - As of November 3, 2025, Longteng Optoelectronics closed at 3.97 yuan, up 1.02% with a turnover rate of 0.27% and a trading volume of 91,200 shares, amounting to a transaction value of 35.7853 million yuan [1]. - On the same day, the net outflow of main funds was 42,600 yuan, accounting for 0.12% of the total transaction value; meanwhile, speculative funds saw a net inflow of 348,800 yuan, representing 0.97% of the total transaction value; retail investors experienced a net outflow of 306,100 yuan, which is 0.86% of the total transaction value [1][4]. Company Announcements - Longteng Optoelectronics announced the receipt of a government subsidy amounting to RMB 22.95 million, with the board ensuring the accuracy and completeness of the announcement [1][3]. - The company will process the government subsidy according to the "Accounting Standards for Enterprises No. 16 - Government Grants" and other relevant regulations, with specific accounting treatment to be confirmed by the annual audit results [1][4].

Group 1 - The core point of the article is that Longteng Optoelectronics (688055) has received a government subsidy of RMB 22.95 million, which will be accounted for according to relevant accounting standards [1] - As of November 3, 2025, the stock closed at 3.97 yuan, up 1.02% from the previous trading day, with a total market capitalization of 13.233 billion yuan [1] - The stock opened at 3.93 yuan, reached a high of 4.00 yuan, and a low of 3.86 yuan, with a trading volume of 35.7853 million yuan and a turnover rate of 0.27% [1]

Group 1: Longteng Optoelectronics - Longteng Optoelectronics received government subsidies amounting to 22.95 million RMB [2] - The company reported a revenue of 1.903 billion RMB for the first three quarters of the year, a year-on-year decrease of 27.85%, and a net profit attributable to shareholders of -225 million RMB [4] - Longteng has achieved mass production and delivery of some electronic paper products and is expanding its product line, with a production base in Vietnam entering trial production [4] Group 2: New Xiangwei - New Xiangwei announced it received government subsidies of 1.88 million RMB [5] - The company achieved a revenue of 436 million RMB for the first three quarters of 2025, a year-on-year increase of 27.21%, and a net profit attributable to shareholders of 8.1767 million RMB, a year-on-year increase of 138.88% [8] - New Xiangwei has a significant relationship with BOE Technology Group, with sales revenue from BOE increasing from 28.03 million RMB in 2020 to 33.59 million RMB in 2022, and projected related transactions of 65.71 million RMB and 88.15 million RMB for 2023 and 2024 respectively [9]

Core Points - The company Longteng Optoelectronics (688055.SH) has recently received a government subsidy amounting to 22.95 million RMB [1] - The accounting treatment of the subsidy will be determined based on the results confirmed by the annual audit conducted by the auditing agency [1]