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]

中信证券股份有限公司 关于深圳清溢光电股份有限公司 向特定对象发行股票限售股上市流通的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为深圳清 溢光电股份有限公司（以下简称"公司"或"清溢光电"）2023 年度向特定对象 发行 A 股股票（以下简称"本次发行"或"本次向特定对象发行"）的保荐人， 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》 《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等有关法 规和规范性文件的要求，对公司向特定对象发行股票限售股上市流通事项进行了 审慎核查，核查情况如下： 一、本次上市流通的限售股类型 2025 年 4 月 7 日，公司收到中国证监会出具的《关于同意深圳清溢光电股 份有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕723 号），同意 深圳清溢光电股份有限公司（以下简称"公司"）向特定对象发行股票的注册申 请。公司本次新增股份 48,000,000 股，本次发行新增股份的登记托管手续已于 2025 年 4 月 29 日在中国证券登记结算有限责任公司上海分公司办理完毕股份登 记手续。公司总股本由 2 ...

重要内容提示： 本次股票上市类型为向特定对象发行股份；股票认购方式为网下，上市股数为 48,000,000股。 本次股票上市流通总数为48,000,000股。 本次股票上市流通日期为2025 年 10 月 30 日。 一、本次上市流通的限售股类型 2025 年 4 月 7 日，公司收到中国证监会出具的《关于同意深圳清溢光电股份 有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕723 号），同意深 圳清溢光电股份有限公司（以下简称"公司"）向特定对象发行股票的注册申请。 公司本次新增股份 48,000,000 股，本次发行新增股份的登记托管手续已于 2025 年 4 月 29 日在中国证券登记结算有限责任公司上海分公司办理完毕股份登记手续。 公司总股本由 266,800,000 股变更为 314,800,000 股。 证券代码：688138 证券简称：清溢光电 公告编号：2025-047 深圳清溢光电股份有限公司 向特定对象发行股票限售股上市流通公告 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。 本次上市流通的 ...

每经AI快讯，10月22日，清溢光电公告，公司向特定对象发行的4800万股限售股将于2025年10月30日 上市流通，占公司总股本的15.25%。本次上市流通的限售股涉及16名股东，限售期为自发行结束之日 起6个月。公司总股本由26680万股变更为31480万股。保荐机构中信证券认为，本次限售股份上市流通 符合相关法律法规的要求，且相关股东已严格履行了限售承诺。 ...

Core Insights - The global semiconductor mask market is expected to reach $6.079 billion by 2025, with a year-on-year growth of 7% [1][2] - The domestic semiconductor mask market in China has rapidly grown from $0.912 billion in 2017 to $1.556 billion in 2022, with a compound annual growth rate (CAGR) of 11.3% from 2017 to 2022 [1][2] - The localization of blank masks is crucial for the self-sufficiency of the semiconductor industry chain in China [1][4] Industry Overview - Semiconductor masks are a key component in semiconductor manufacturing, accounting for 12% of the global semiconductor materials market in 2021, second only to silicon wafers and electronic gases [2] - The blank mask is a core component of semiconductor masks, with its structure consisting of a glass panel coated with optical films [3] - The global blank mask market is projected to be approximately $1.8 billion in 2024, with the domestic market in China estimated at around $0.4 billion [3] Market Dynamics - Japanese companies dominate the global blank mask market, with HOYA holding a significant share in the EUV blank mask market [4] - Domestic companies like Juhe Materials are attempting to enter the blank mask sector through acquisitions to address the lack of high-end blank masks in China [4] Investment Opportunities - Companies to watch include Juhe Materials (688503.SH), Longtu Photomask (688721.SH), Luvi Optoelectronics (688401.SH), and Qingyi Optoelectronics (688138.SH) [5]

Core Insights - The semiconductor mask blank is a critical component in semiconductor manufacturing, with significant implications for domestic production capabilities and supply chain independence [2][4]. Market Overview - The global semiconductor mask blank market is projected to reach $6.079 billion by 2025, with a year-on-year growth of 7% [1][2]. - The market size for semiconductor mask blanks in mainland China grew from $912 million in 2017 to $1.556 billion in 2022, reflecting a compound annual growth rate (CAGR) of 11.3% during this period [1][2]. Industry Dynamics - Mask blanks are essential for creating high-resolution patterns in semiconductor production, with IC manufacturing accounting for 60% of the downstream market [2]. - The market for blank masks is currently dominated by Japanese manufacturers, including HOYA, Shin-Etsu, and AGC, particularly in the EUV and DUV segments [3][4]. Domestic Opportunities - The push for domestic production of semiconductor mask blanks is crucial for reducing reliance on foreign suppliers and enhancing the stability of the semiconductor supply chain [4]. - Companies like Juhe Materials are looking to enter the blank mask market through acquisitions, indicating a strategic move towards achieving self-sufficiency in high-end mask production [3][4].

Group 1 - The company announced a profit distribution plan for the first half of 2025, proposing a cash dividend of 0.09 yuan per share (tax included) [2] - The record date for the stock rights is set for October 15, 2025, with the ex-dividend date and cash dividend payment date both on October 16, 2025 [2]

上海市锦天城（深圳）律师事务所 法律意见书 上海市锦天城（深圳）律师事务所 关于深圳清溢光电股份有限公司 2025年半年度差异化分红事项之 法律意见书 地址：深圳市福田区福华三路卓越世界中心 1 号楼 21-23 层 电话：0755-82816698 传真：0755-82816898 邮编：518048 上海市锦天城（深圳）律师事务所 法律意见书 上海市锦天城（深圳）律师事务所 关于深圳清溢光电股份有限公司2025年半年度差异化分红 事项之法律意见书 致：深圳清溢光电股份有限公司 上海市锦天城（深圳）律师事务所（以下简称"本所"）受深圳清溢光电股 份有限公司（以下简称"公司"）委托，根据《中华人民共和国公司法》（以下 简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司股份回购规则》（以下简称"《回购规则》"）、《上海证券交易所 上市公司自律监管指引第 7 号——回购股份》（以下简称"《回购指引》"）、 《上海证券交易所股票上市规则》（以下简称"《上市规则》"）等法律、法规、 规章和其他规范性文件以及《深圳清溢光电股份有限公司章程》（以下简称"《公 司章程》"）的有关规定，就 ...