Core Insights - Qingyi Optoelectronics (688138.SH) reported a revenue of 306 million yuan for Q3 2025, representing a year-on-year increase of 15.21% [1] - The net profit attributable to shareholders of the listed company was 51.707 million yuan, showing a year-on-year growth of 63.87% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 47.379 million yuan, reflecting a year-on-year increase of 75.29% [1]

Financial Performance - The company's operating revenue for the third quarter reached ¥306,287,109.50, an increase of 15.21% compared to the same period last year[4] - Total profit for the quarter was ¥60,022,961.30, reflecting a significant increase of 59.33% year-over-year[4] - Net profit attributable to shareholders was ¥51,706,952.65, up 63.87% from the previous year[4] - The net profit after deducting non-recurring gains and losses was ¥47,378,937.75, showing a growth of 75.29% compared to the same period last year[4] - Total revenue for the first three quarters of 2025 reached ¥928,317,340.22, an increase of 12.3% compared to ¥826,752,506.10 in the same period of 2024[22] - Net profit for the first three quarters of 2025 was ¥143,991,100.82, representing a 19.5% increase from ¥120,461,836.72 in 2024[23] - Total comprehensive income for the period reached CNY 143,991,100.82, compared to CNY 120,461,836.72 in the previous period, reflecting an increase of approximately 19.5%[24] Research and Development - Research and development expenses totaled ¥20,139,555.47 for the quarter, representing 6.58% of operating revenue, an increase of 1.33 percentage points year-over-year[5] - Research and development expenses increased to ¥44,989,885.53 in 2025 from ¥39,427,057.04 in 2024, marking a rise of 14.5%[23] Assets and Equity - Total assets at the end of the quarter amounted to ¥3,862,295,953.19, a 40.82% increase from the end of the previous year[5] - Equity attributable to shareholders reached ¥2,732,560,820.95, marking an 84.23% increase compared to the previous year[5] - The total assets of the company as of the end of the reporting period amounted to ¥3,862,295,953.19, up from ¥2,742,767,482.75 in the previous year, an increase of 40.8%[18] - The company's equity attributable to shareholders increased to ¥2,732,560,820.95 from ¥1,483,206,709.47, reflecting an increase of 83.9%[19] Shareholder Information - Total number of shareholders reached 12,694, with the largest shareholder holding 27.51% of shares[12] - The top 10 shareholders include Su Xi Guang Mo Technology (Shenzhen) Co., Ltd. with 86,613,600 shares (27.51%) and Guang Dong Province Guangxin Holdings Group Co., Ltd. with 26,905,798 shares (8.55%)[12] - The company has a total of 86,613,600 unrestricted circulating shares held by Su Xi Guang Mo Technology (Shenzhen) Co., Ltd.[13] - The company has not identified any related party relationships among the shareholders listed in the report[14] Cash Flow and Investments - The company reported cash and cash equivalents of approximately RMB 799.27 million as of September 30, 2025, compared to RMB 354.79 million at the end of December 2024, indicating a significant increase[16] - Cash inflow from operating activities totaled CNY 1,013,937,212.03, up from CNY 941,454,403.14, indicating a growth of about 7.7%[27] - The net cash flow from operating activities was CNY 236,731,809.01, compared to CNY 211,973,774.04 in the previous year, marking an increase of approximately 11.7%[27] - Cash outflow from investment activities was CNY 943,166,916.25, significantly higher than CNY 449,446,653.24, indicating increased investment activity[27] - The net cash flow from financing activities was CNY 916,129,410.83, compared to CNY 366,310,817.35, showing a substantial increase of about 150%[28] - The cash and cash equivalents at the end of the period amounted to CNY 799,254,113.91, up from CNY 476,554,095.88, reflecting a growth of approximately 67.5%[28] - The company received CNY 1,195,549,339.75 from investment activities, indicating strong capital inflow[28] - The company reported a significant increase in tax refunds received, amounting to CNY 16,525,305.13, compared to CNY 2,571,910.30 in the previous period[27] Operational Insights - The company attributed the profit growth to increased market demand and improved product structure, which enhanced gross margins[9] - The report indicates that there are no significant changes in the operational situation of the company during the reporting period[15] - The report does not indicate any new strategies or market expansions during the reporting period[15] - The company has not provided any future performance guidance or outlook in the current report[15] - There are no significant new product developments or technological advancements mentioned in the report[15] Liabilities - Total liabilities decreased to ¥1,120,948,714.21 from ¥1,259,560,773.28, a reduction of 11%[18] - The company reported a decrease in short-term borrowings to ¥197,586,929.92 from ¥216,766,813.14, a decline of 8.3%[18] Earnings Per Share - The basic and diluted earnings per share for the quarter were both ¥0.18, a 50.00% increase from the same period last year[5] - Basic and diluted earnings per share increased to CNY 0.49 from CNY 0.45, representing an increase of 8.89%[24] Accounting Standards - The company has not applied new accounting standards for the current year, maintaining consistency in financial reporting[29]

Group 1 - The core event involves a block trade of 280,000 shares of Qingyi Optoelectronics, with a transaction value of 7.9576 million yuan, accounting for 4.25% of the total trading volume on that day [1] - The transaction price was 28.42 yuan per share, which is consistent with the market closing price of 28.42 yuan [1] - The trade occurred on October 30, indicating active institutional participation in the stock [2]

Core Viewpoint - On October 30, Qingyi Optoelectronics experienced a decline of 5.03%, with a stock price of 28.33 CNY per share, a trading volume of 155 million CNY, a turnover rate of 1.70%, and a total market capitalization of 8.918 billion CNY [1]. Company Overview - Qingyi Optoelectronics, established on August 25, 1997, and listed on November 20, 2019, is located in Nanshan District, Shenzhen, Guangdong Province. The company specializes in the research, design, production, and sales of photomasks [1]. - The revenue composition of Qingyi Optoelectronics is as follows: quartz photomasks account for 93.16%, soda photomasks for 6.04%, other supplementary products for 0.72%, and other products for 0.08% [1]. Shareholder Information - Among the top ten circulating shareholders of Qingyi Optoelectronics, a fund under Dacheng Fund ranks as a significant holder. The Dacheng Science and Technology Innovation Mixed Fund (LOF) A (501079) entered the top ten circulating shareholders in the second quarter, holding 672,600 shares, which represents 0.25% of the circulating shares. The estimated floating loss today is approximately 1.009 million CNY [2]. - The Dacheng Science and Technology Innovation Mixed Fund (LOF) A (501079) was established on July 18, 2019, with a current scale of 591 million CNY. Year-to-date returns are 33.11%, ranking 2962 out of 8152 in its category; the one-year return is 45.8%, ranking 1432 out of 8038; and since inception, the return is 222.17% [2]. Fund Management - The fund manager of the Dacheng Science and Technology Innovation Mixed Fund (LOF) A (501079) is Wang Shuai. As of the report date, Wang has served for 3 years and 335 days, with the fund's total asset size at 1.205 billion CNY. The best fund return during his tenure is 70.5%, while the worst return is -20.92% [3].

Group 1 - On October 30, a total of 8 companies had their restricted shares unlocked, with a total unlock volume of 55.051 million shares [1] - The total market value of the unlocked shares is approximately 1.651 billion yuan, based on the latest closing price [1] - The companies with the highest unlock volumes are Qingyi Optoelectronics, Guangmai Technology, and Tebao Biology, with unlock shares of 48 million, 2.7067 million, and 1.3895 million respectively [1] Group 2 - In terms of market value from the unlocked shares, Qingyi Optoelectronics, Tebao Biology, and Guangmai Technology lead with market values of approximately 1.432 billion yuan, 99.8897 million yuan, and 65.0421 million yuan respectively [1]

Core Viewpoint - The actual controller of Shenzhen Qingyi Optoelectronics Co., Ltd. plans to increase its shareholding in the company, reflecting confidence in the company's future development and long-term investment value [2][3]. Group 1: Buyback Plan Overview - The buyback plan was initiated by AVA International Limited, controlled by the actual controllers of the company, with a planned investment between RMB 20 million and RMB 40 million [2]. - The buyback period started on April 15, 2025, and will last for 12 months [2]. Group 2: Progress of the Buyback Plan - As of October 28, 2025, AVA International Limited has acquired 313,793 shares, representing 0.10% of the total share capital, with a total investment of approximately RMB 8.4658 million [3]. - The buyback amount has not yet exceeded 50% of the lower limit of the planned investment [3][4]. Group 3: Future Actions and Considerations - The company will continue to monitor the market conditions and will proceed with the buyback plan as per the original schedule [4][5]. - There are no indications that the buyback plan will be terminated early [4].

深圳清溢光电股份有限公司 关于实际控制人控制的企业增持公司股份进展暨增 持时间过半的公告 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： 增持计划基本情况：深圳清溢光电股份有限公司（以下简称"清溢光电" 或"公司"）于 2025 年 4 月 14 日收到伟华电子有限公司（英文名：AVA INTERNATIONAL LIMITED）出具的《关于增持深圳清溢光电股份有限公司股份计 划的告知函》，伟华电子有限公司是公司实际控制人唐英敏女士、唐英年先生控 制的企业。基于对公司未来发展的信心和长期投资价值的认可，切实维护广大投 资者利益，促进公司持续、稳定、健康发展，伟华电子有限公司计划自 2025 年 4 月 15 日起 12 个月内，通过上海证券交易所交易系统增持公司无限售流通 A 股 股份，本次拟增持金额不低于人民币 2,000 万元，不超过人民币 4,000 万元。本 次增持计划的具体内容详见公司 2025 年 4 月 15 日披露于上海证券交易所网站 （www.sse.com.cn）的《关于实际 ...

Core Points - The Shanghai Composite Index closed at 3938.98 points, above the six-month moving average, with a gain of 0.42% [1] - A total trading volume of A-shares reached 1,239.319 billion yuan today [1] - 126 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The top three stocks with the highest deviation rates from the six-month moving average are: - Xicet Testing (西测测试) with a deviation rate of 13.84% and a daily increase of 15.21% [2] - Anhui Instrument Technology (皖仪科技) with a deviation rate of 9.60% and a daily increase of 12.74% [2] - Aerospace Changfeng (航天长峰) with a deviation rate of 9.37% and a daily increase of 10.01% [2] Trading Metrics - The trading turnover rate for Xicet Testing was 18.16%, while Anhui Instrument Technology had a turnover rate of 3.91% [2] - The latest prices for the top three stocks are: - Xicet Testing at 58.87 yuan [2] - Anhui Instrument Technology at 24.33 yuan [2] - Aerospace Changfeng at 15.17 yuan [2] Additional Stocks - Other notable stocks with significant performance include: - Tongfeng Electronics (铜峰电子) with a deviation rate of 9.10% and a daily increase of 9.95% [2] - Weihong Technology (维宏股份) with a deviation rate of 7.25% and a daily increase of 10.74% [2] - China Satellite Communications (中国卫通) with a deviation rate of 5.82% and a daily increase of 6.02% [2]

Core Viewpoint - The announcement details the listing and circulation of 48,000,000 restricted shares of Shenzhen Qingyi Optoelectronics Co., Ltd., which will be available for trading starting October 30, 2025 [2][4]. Group 1: Stock Issuance Details - The stock issuance is categorized as a private placement, with a total of 48,000,000 shares being issued [2][3]. - The total share capital of the company will increase from 266,800,000 shares to 314,800,000 shares following this issuance [5]. - The restricted shares represent 15.25% of the company's total share capital [5][11]. Group 2: Lock-up Period and Compliance - The lock-up period for the restricted shares is set for six months from the end of the issuance [5][7]. - All shareholders of the restricted shares have complied with the lock-up commitments, ensuring no issues affecting the listing and circulation of these shares [7][8]. Group 3: Regulatory Approval - The issuance has received approval from the China Securities Regulatory Commission, confirming compliance with relevant laws and regulations [5][8]. - The sponsor, CITIC Securities Co., Ltd., has verified that the listing of the restricted shares meets all legal requirements and that the information disclosed by the company is accurate and complete [8][9].

Group 1 - The company, Qingyi Optoelectronics, announced a specific stock issuance type aimed at designated investors [1] - The total number of shares to be listed is 48,000,000 shares [1] - The shares will be available for trading starting from October 30, 2025 [1]