Core Viewpoint - The company announced the repurchase and cancellation of restricted stocks due to the departure of two incentive plan participants who no longer qualify for the incentive program [1][5]. Group 1: Repurchase and Cancellation Details - The company will repurchase and cancel a total of 21,000 restricted stocks and 21,000 stock options from the departing employees [5][6]. - The repurchase price for the restricted stocks is set at 3.69 yuan per share, totaling 77,490.00 yuan, funded by the company's own resources [6][7]. - The total share capital of the company will decrease from 406,737,698 shares to 406,716,698 shares following the cancellation [6][7]. Group 2: Decision and Approval Process - The decision for the repurchase was approved during the company's board meetings held on June 6, 2025, and subsequent meetings confirmed the details of the incentive plan adjustments [2][3]. - The company conducted an internal announcement regarding the incentive plan participants, with no objections raised during the public notice period [2][3]. - Legal opinions confirm that the repurchase and cancellation process complies with relevant laws and regulations, ensuring no harm to the rights of the incentive participants or creditors [7][8].

证券代码：688079 证券简称：美迪凯 公告编号：2025-027 杭州美迪凯光电科技股份有限公司 2024 年股票期权与限制性股票激励计划 限制性股票回购注销实施公告 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。 本次限制性股票回购注销的有关情况 | 回购股份数量（股） | 注销股份数量（股） | 注销日期 | | | --- | --- | --- | --- | | 21,000 | 21,000 | 年 2025 8 | 月 日 27 | 一、本次激励计划所涉限制性股票回购注销的决策与信息披露情况 （一）2024 年 9 月 27 日，公司召开第二届董事会第十八次会议，审议通过《关于公司 〈2024 年股票期权与限制性股票激励计划（草案）〉及其摘要的议案》《关于公司〈2024 年股票 期权与限制性股票激励计划实施考核管理办法〉的议案》《关于提请股东大会授权董事会办理公 司 2024 年股票期权与限制性股票激励计划有关事项的议案》。 同时，公司召开第二届监事会第十五次会议，审议通过《关于公司〈2024 年股票期权与限 ...

国浩律师（上海）事务所 关 于 杭州美迪凯光电科技股份有限公司 2024 年股票期权与限制性股票激励计划 部分限制性股票回购注销实施 之 法律意见书 上海市静安区山西北路 99 号苏河湾中心 25-28 层 邮编：200085 25-28/F, Suhe Centre, 99 North Shanxi Road, Jing'an District, Shanghai, 200085, China 电话/Tel: +86 21 5234 1668 传真/Fax: +86 21 5243 3320 网址/Website: http://www.grandall.com.cn 二零二五年八月 （一）本所及本所律师依据《公司法》《证券法》《管理办法》等规定及本 法律意见书出具之日以前已经发生或者存在的事实，严格履行了法定职责，遵循 1 国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 关于杭州美迪凯光电科技股份有限公司 2024 年股票期权与限制性股票激励计划 部分限制性股票回购注销实施之 法律意见书 致：杭州美迪凯光电科技股份有限公司 国浩律师（上海）事务所（以下简称"本所"）接受杭州美迪凯光电科技股 份 ...

Investment Rating - Industry Rating: Outperform the Market (maintained rating) [5] Core Insights - The report discusses the challenges in data center link technologies, emphasizing the trade-offs between transmission distance, power consumption, and reliability. Copper cables offer high efficiency and reliability but are limited to distances of less than 2 meters, while optical links provide longer distances at the cost of higher power consumption and lower reliability [1][11]. - The introduction of the MOSAIC optical transmission technology by Microsoft aims to overcome the limitations of both optical and copper links, achieving long-distance transmission, low power consumption, and high reliability without requiring hardware changes [2][18]. - MOSAIC utilizes a wide-and-slow architecture with numerous parallel channels operating at lower data rates, employing Micro LEDs as transmitters to achieve high data rates [3][26]. Summary by Sections 1. Challenges in Current Link Technologies - Data center networks face fundamental trade-offs in transmission distance, power consumption, and reliability, with copper cables being limited in distance and optical links suffering from high power consumption [1][11]. - The performance of copper cables declines rapidly with increased data rates, while optical links experience significant power increases [12][15]. 2. MOSAIC Technology Overview - MOSAIC is designed to be backward compatible with existing standards and interfaces, allowing seamless integration into current network architectures [2][18]. - The architecture employs a large number of parallel channels, each operating at a lower data rate of 2 Gbps, to achieve higher aggregate speeds [3][26]. - MOSAIC has demonstrated the ability to maintain stable data transmission over distances of up to 30 meters, significantly exceeding traditional copper cable capabilities [32]. 3. Component Increment from MOSAIC - The implementation of MOSAIC is expected to benefit several components, including Micro LEDs, multi-core imaging fibers, TIR lenses, CMOS sensors, and Micro LED optical connectors [4][42]. - The report highlights specific companies that could benefit from this technology, such as Zhaochi Co., Sanan Optoelectronics, and Longfly Fiber [5][64]. 4. Investment Recommendations - The report suggests focusing on companies involved in the MOSAIC supply chain, particularly those producing Micro LEDs and related optical components, as they are likely to see significant growth with the adoption of this technology [4][64].

Group 1 - The optical components sector experienced a short-term surge, with Guangzhi Technology rising over 10% [1] - Other companies such as Meidike, Lante Optics, Obsidian Light, Phoenix Optics, and Crystal Optoelectronics also saw increases in their stock prices [1]

证券代码：688079 证券简称：美迪凯 公告编号：2025-026 杭州美迪凯光电科技股份有限公司 关于收购资产完成的公告 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。 一、交易概述 杭州美迪凯光电科技股份有限公司（以下简称"公司"）于 2025年7月15日召开第三届董事会第二次会 议，审议通过了《关于收购海硕力光电技术（苏州）有限公司和INNOWAVE VIETNAM CO.,LTD两家 公司100%股权的议案》，一致同意以自有资金或自筹资金2,194,700美元收购KEM TECH CORP.持有的 海硕力光电技术（苏州）有限公司（以下简称"海硕力"）100%股权和INNOWAVE CO.,LTD.持有的 INNOWAVE VIETNAM CO.,LTD.（以下简称"INNOWAVE VIETNAM"）100%股权。具体内容详见公司 于2025年7月17日在上海证券交易所网站（http://www.sse.com.cn/）及指定媒体披露的《关于收购海硕力 光电技术（苏州）有限公司和INNOWAVE VIETNAM ...

Group 1 - The second largest shareholder of Medike (688079), Hong Kong Fengsheng Jiamei (International) Investment Co., Ltd., has announced a plan to reduce its stake by up to 3% [1][3] - The planned reduction corresponds to a market value of approximately 148 million yuan based on the closing price prior to the announcement [3][4] - Medike's stock price has seen a significant increase of 55.39% from April 9 to August 18, while the overall market rose by 18.52% during the same period [3][4] Group 2 - Since its listing in 2021, Medike has faced declining annual net profits, with a notable loss in 2023 [1][5] - The company reported a net profit of approximately -159.92 million yuan in the first quarter of 2025, although this represented a reduction in losses compared to the previous year [5][6] - Medike is actively pursuing asset acquisitions to bolster its position, having completed the acquisition of 100% stakes in Haishuo Li Optoelectronics Technology (Suzhou) Co., Ltd. and INNOWAVE VIETNAM CO., LTD. [6]

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。 证券代码：688079 证券简称：美迪凯 公告编号：2025-026 杭州美迪凯光电科技股份有限公司 一、交易概述 杭州美迪凯光电科技股份有限公司（以下简称"公司"）于 2025 年 7 月 15 日 召开第三届董事会第二次会议，审议通过了《关于收购海硕力光电技术（苏州）有 限公司和 INNOWAVE VIETNAM CO.,LTD 两家公司 100%股权的议案》，一致同意以自有 资金或自筹资金 2,194,700 美元收购 KEM TECH CORP.持有的海硕力光电技术（苏州） 有限公司（以下简称"海硕力"）100%股权和 INNOWAVE CO.,LTD.持有的 INNOWAVE VIETNAM CO.,LTD.（以下简称"INNOWAVE VIETNAM"）100%股权。具体内容详见公 司于 2025 年 7 月 17 日在上海证券交易所网站（http://www.sse.com.cn/）及指定 媒体披露的《关于收购海硕力光电技术（苏州）有限公司和 INNOWAVE ...

证券代码：688079 证券简称：美迪凯 公告编号：2025-026 杭州美迪凯光电科技股份有限公司 关于收购资产完成的公告 2025 年 8 月 19 日 2 杭州美迪凯光电科技股份有限公司（以下简称"公司"）于 2025 年 7 月 15 日 召开第三届董事会第二次会议，审议通过了《关于收购海硕力光电技术（苏州）有 限公司和 INNOWAVE VIETNAM CO.,LTD 两家公司 100%股权的议案》，一致同意以自有 资金或自筹资金 2,194,700 美元收购 KEM TECH CORP.持有的海硕力光电技术（苏州） 有限公司（以下简称"海硕力"）100%股权和 INNOWAVE CO.,LTD.持有的 INNOWAVE VIETNAM CO.,LTD.（以下简称"INNOWAVE VIETNAM"）100%股权。具体内容详见公 司于 2025 年 7 月 17 日在上海证券交易所网站（http://www.sse.com.cn/）及指定 媒体披露的《关于收购海硕力光电技术（苏州）有限公司和 INNOWAVE VIETNAM CO.,LTD 两家公司 100%股权的公告》（公告编号：2025-024 ...

本文源自：金融界AI电报 美迪凯公告，公司以自有资金或自筹资金219.47万美元收购KEM TECHCORP.持有的海硕力光电技术 （苏州）有限公司100%股权和INNOWAVE CO.,LTD.持有的INNOWAVE VIETNAM CO.,LTD.100%股 权。截至2025年8月15日，本次交易涉及的两家标的公司股权交割已完成。海硕力和INNOWAVE VIETNAM成为公司的全资子公司，纳入合并报表范围。 ...