Group 1 - The stock price of Lante Optics fell by 5.2% to 31.15 CNY per share, with a trading volume of 1.22 billion CNY and a turnover rate of 0.94%, resulting in a total market capitalization of 12.559 billion CNY [1] - Lante Optics, established on September 4, 2003, and listed on September 21, 2020, specializes in the research, production, and sales of optical components, with revenue composition as follows: optical prisms 59.54%, glass aspheric lenses 26.41%, glass wafers 8.20%, and others 5.85% [1] Group 2 - In the second quarter, the fund "Invesco Great Wall Research Selected Stocks A" reduced its holdings in Lante Optics by 1.8061 million shares, now holding 9.8873 million shares, which accounts for 2.45% of the circulating shares, resulting in an estimated floating loss of approximately 16.9073 million CNY [2] - The fund has a total scale of 2.606 billion CNY, with a year-to-date return of 62.01% and a one-year return of 119.55%, ranking 185th out of 4220 and 225th out of 3814 respectively [2] - The fund manager, Jiang Shan, has been in position for 4 years and 43 days, with the best fund return during this period being 188.88% and the worst being -16.09% [2] Group 3 - The fund "Invesco Great Wall Research Selected Stocks A" has Lante Optics as its sixth-largest holding, accounting for 3.95% of the fund's net value, with a floating loss of approximately 16.9073 million CNY due to the recent reduction in shares [3]

Core Points - Zhejiang Lante Optical announced the results of a shareholder's share reduction on September 23, 2025, detailing the share reduction by shareholder Jiaxing Lantuo Equity Investment Partnership (Limited Partnership) [1] Shareholding Situation Before Reduction - Before the reduction, Jiaxing Lantuo held 8.52 million shares of Zhejiang Lante Optical, accounting for 2.1131% of the company's total share capital. These shares were from the company's initial public offering and had been released from restrictions [2] - Jiaxing Lantuo, along with Xu Yunming, Xu Guiming, and Xu Menglian, formed a concerted action relationship, with a total holding of 164.4192 million shares, representing 40.7794% of the total share capital [2] Reduction Plan and Implementation Results - On June 5, 2025, Zhejiang Lante Optical disclosed a shareholder reduction plan, where Jiaxing Lantuo intended to reduce its shares through centralized bidding and block trading, with a maximum reduction of 2.13 million shares, accounting for 0.5283% of the total share capital [3] - As of September 22, 2025, Jiaxing Lantuo had completed the reduction of 2.13 million shares, reaching the upper limit of the reduction plan, with a total reduction amount of approximately 64.09 million yuan, at a price range of 26.90 to 35.20 yuan per share [3] - After the reduction, Jiaxing Lantuo's shareholding decreased to 6.39 million shares, representing 1.5849% of the total share capital, and the actual reduction was consistent with the previously disclosed plan [3]

证券代码：688127 证券简称：蓝特光学 公告编号：2025-031 浙江蓝特光学股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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： 股东持有的基本情况 本次减持计划实施前，浙江蓝特光学股份有限公司（以下简称"公司"）股 东嘉兴蓝拓股权投资合伙企业（有限合伙）（以下简称"嘉兴蓝拓"）持有公司 股份 8,520,000 股，占公司总股本的 2.1131%。上述股份来源为公司首次公开发 行前股份，且已解除限售并上市流通。 减持计划的实施结果情况 公司于 2025 年 6 月 5 日在上海证券交易所网站（www.sse.com.cn）披露了 《股东减持股份计划公告》（公告编号：2025-020），由于自身资金需求，嘉兴蓝 拓股权投资合伙企业（有限合伙）拟通过集中竞价及大宗交易方式减持其直接持 有的公司首次公开发行前的股份，减持数量不超过 2,130,000 股，占公司总股本 比例 0.5283%。减持期间为该公告披露之日起 15 个交易日后的 3 个月内。 公司于 2 ...

Core Viewpoint - Blue Special Optics (688127.SH) announced the completion of a share reduction plan by its shareholder, Jiaxing Lantuo Equity Investment Partnership (Limited Partnership), which involved a total reduction of 2.13 million shares, representing 0.5283% of the company's total share capital [1] Summary by Relevant Sections - **Share Reduction Details** - As of September 22, 2025, Jiaxing Lantuo Equity Investment Partnership has reduced its holdings by 2.13 million shares through centralized bidding [1] - The total shares reduced reached the maximum limit set in the reduction plan, indicating the plan has been fully executed [1]

每经AI快讯，蓝特光学（SH 688127，收盘价：32.86元）9月22日晚间发布公告称，公司于2025年9月22 日收到股东嘉兴蓝拓股权投资合伙企业（有限合伙）出具的《关于股份减持结果的告知函》，截至2025 年9月22日收盘，嘉兴蓝拓股权投资合伙企业（有限合伙）通过集中竞价方式累计减持了公司股份213万 股，占公司总股本0.5283%，本次减持股份数量达到上限，减持计划实施完毕。 （记者 曾健辉） 截至发稿，蓝特光学市值为132亿元。 每经头条（nbdtoutiao）——报价太低遭严防，投标企业还得"解释清楚"，一场国家组织的大型采购， 为何引发全行业关注 2024年1至12月份，蓝特光学的营业收入构成为：光学光电子占比99.51%，其他业务占比0.49%。 ...

蓝特光学公告，股东嘉兴蓝拓已于2025年7月25日至2025年9月22日通过集中竞价减持公司股份213万 股，占公司总股本0.5283%，成交价区间26.9～35.2元/股，套现6409.12万元，减持计划实施完毕。减持 前持股852万股，占2.1131%；减持后持股639万股，占1.5849%。 ...

Investment Rating - The industry investment rating is "Positive (Maintain)" [5] Core Viewpoints - The smart terminal market is expected to flourish, driven by the recovery in iPhone sales and the entry of large model manufacturers like Open AI, which will accelerate innovation in smart terminal categories and forms [3][8] - The iPhone 17 series has shown strong sales performance, with a fourfold increase in trade-in sales compared to the previous year, indicating a positive outlook for the supply chain [8] - Open AI's entry into AI hardware terminals is expected to enrich the product ecosystem, benefiting existing supply chain companies like Luxshare Precision and GoerTek [8] Summary by Sections Investment Suggestions and Targets - The report recommends buying shares of several companies in the AI supply chain, including Luxshare Precision (002475), Lens Technology (300433), and GoerTek (002241) among others [3] Industry Dynamics - The report highlights the potential for rapid growth in the AI hardware terminal market, with Open AI planning to launch its first device by late 2026 or early 2027, which will include various innovative products [8] - The report notes that the iPhone 17 series has prompted Apple to increase production capacity, reflecting strong market demand and potential for supply chain growth [8] - Meta's recent launch of multiple AI & AR glasses indicates a growing market for AR technology, suggesting a shift from accessory to independent smart terminal status for wearable devices [8]

Market Overview - The global NOR Flash market revenue is expected to exceed $2.6 billion by 2025, with applications divided into four main categories: PC (approximately 13%), automotive (approximately 21%), industrial (approximately 27%), and consumer (over 30%) [2] - Emerging consumer applications, including AI headphones, glasses, and toys, show significant demand growth, making them the most prosperous sector [2] - AI server shipments have increased significantly, with strong price support, while demand for AI PCs, automotive electronics, and industrial sectors (non-AI server) has also risen considerably [2] Competitive Landscape - Domestic AI server manufacturers are shifting from "copying" to self-replacement, with an expected replacement share of around 20% this year, indicating a clear trend of replacing Taiwanese manufacturers [2] - This shift presents new market opportunities for A-share storage chip manufacturers such as Zhaoyi Innovation, Beijing Junzheng, Fudan Microelectronics, Dongxin Co., Puran Co., Jucheng Co., and Hengsuo Co. [2] R&D Investment - Zhaoyi Innovation leads in R&D investment with 567.68 million yuan, followed by Fudan Microelectronics with 508.61 million yuan, and Beijing Junzheng with 348.28 million yuan [5] - In terms of R&D expenses as a percentage of revenue, Dongxin Co. ranks first at 30.74%, followed by Fudan Microelectronics at 27.66%, and Hengsuo Co. at 24.58% [7] R&D Personnel - Zhaoyi Innovation has the highest number of R&D personnel at 1,481, followed by Fudan Microelectronics with 1,113, and Beijing Junzheng with 760 [8] Product Development - Zhaoyi Innovation has a diverse product matrix including NOR Flash, SLC NAND Flash, and niche DRAM, covering various applications in consumer electronics, industrial, communications, and automotive sectors [9] - The company launched a dual-voltage supply SPI NOR Flash product for 1.2V SoC applications, enhancing its strategic layout in embedded storage solutions [10] - Beijing Junzheng's storage chip categories include SRAM, DRAM, and Flash, with a strong presence in automotive and industrial markets [11] - Fudan Microelectronics has a comprehensive product layout in non-volatile memory, with new SONOS platform products entering mass production [12] - Puran Co. offers a full range of EEPROM and NOR Flash products, catering to various applications including smartphones and AI devices [13] - Hengsuo Co. is expanding its product line to include DRAM memory products and has launched DDR4 products in 2025 [15] - Dongxin Co. has achieved mass production of its 1xnm flash memory products and is continuously optimizing its design and process [16]

浙江蓝特光学股份有限公司 2025 年第二次临时股东大会会议资料 证券代码：688127 证券简称：蓝特光学 浙江蓝特光学股份有限公司 2025 年第二次临时股东大会会议资料 浙江·嘉兴 二〇二五年九月 浙江蓝特光学股份有限公司 2025 年第二次临时股东大会会议资料 浙江蓝特光学股份有限公司 2025 年第二次临时股东大会会议资料目录 目录 | 2025 年第二次临时股东大会会议须知 1 | | --- | | 2025 年第二次临时股东大会议程 4 | | 年第二次临时股东大会会议议案 2025 6 | | 议案一：《关于取消监事会、修订<公司章程>办理工商变更登记的议 | | 案》 7 | | 议案二：《关于修订、制定公司部分内部治理制度的议案》 9 | | 议案三：《关于公司第五届董事会增选暨选举第五届董事会非独立董 | | 事候选人的议案》 10 | 浙江蓝特光学股份有限公司 2025 年第二次临时股东大会会议资料 浙江蓝特光学股份有限公司 2025 年第二次临时股东大会会议须知 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，依据《中华人民共和国公司法》《中华人 ...

Company Overview - Zhejiang Lante Optical Co., Ltd. is located in Jiaxing City, Zhejiang Province, and was established on September 4, 2003. The company went public on September 21, 2020. Its main business involves the research, production, and sales of optical components [1]. Business Composition - The revenue composition of Lante Optical is as follows: optical prisms account for 59.54%, glass aspheric lenses for 26.41%, glass wafers for 8.20%, and other products for 5.85% [1]. Stock Performance - On September 1, Lante Optical's stock fell by 5.03%, trading at 32.85 CNY per share, with a transaction volume of 170 million CNY and a turnover rate of 1.24%. The total market capitalization is 13.245 billion CNY [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Shenwan Hongyuan holds Lante Optical as a significant investment. The Shenwan Hongyuan CSI 1000 Index Enhanced A Fund (017067) held 50,000 shares in the second quarter, unchanged from the previous period, representing 0.91% of the fund's net value [2]. Fund Performance - The Shenwan Hongyuan CSI 1000 Index Enhanced A Fund has a current scale of 87.4876 million CNY and has achieved a return of 28.21% year-to-date, ranking 1442 out of 4222 in its category. Over the past year, the fund has returned 67.64%, ranking 1077 out of 3779 [2].