西安炬光科技股份有限公司（以下简称"公司"）于 2025 年 10 月 14 日召开 的第四届董事会第十六次会议，审议通过了《关于作废 2024 年资产收购相关限 制性股票激励计划部分限制性股票的议案》。现将有关事项说明如下： 一、2024 年资产收购相关限制性股票激励计划已履行的决策程序和信息披 露情况 证券代码：688167 证券简称：炬光科技 公告编号：2025-076 西安炬光科技股份有限公司 关于作废 2024 年资产收购相关限制性股票激励计划 部分限制性股票公告 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）2024 年 9 月 26 日，公司召开的第四届董事会第三次会议，审议通过 了《关于<西安炬光科技股份有限公司 2024 年资产收购相关限制性股票激励计划 （草案）>及其摘要的议案》《关于<西安炬光科技股份有限公司 2024 年资产收 购相关限制性股票激励计划实施考核管理办法>的议案》《关于激励对象 C***Z***先生累计获授公司股份数量超过股本总额 1%的议案》及《关于提请股 东大会授权董事会办 ...

证券代码：688167 证券简称：炬光科技 公告编号：2025-075 西安炬光科技股份有限公司 关于 2024 年资产收购相关限制性股票激励计划 首次授予第一个归属期符合归属条件的公告 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。 重要内容提示： 西安炬光科技股份有限公司（以下简称"公司"）于 2025 年 10 月 14 日召开 第四届董事会第十六次会议，审议通过了《关于 2024 年资产收购相关限制性股 票激励计划首次授予第一个归属期符合归属条件的议案》，公司 2024 年资产收 购相关限制性股票激励计划（以下简称"本次激励计划"）首次授予的第一个归属 期归属条件已成就，共计 430 名符合条件的激励对象合计可归属第二类限制性股 票 1,040,616 股。现将有关事项说明如下： 一、本次激励计划批准及实施情况 （一）本次激励方案及履行的程序 1、本次激励计划主要内容 （1）股权激励方式：第二类限制性股票。 本次激励计划首次授予的限制性股票，不同的授予对象适用不同的归属期。 ①A类激励对象获授的限制性股票自首次授予 ...

上海：上海市浦东新区南汇新城镇海基一路 88 号上海临港海洋科技广场 H2 座 4 楼 405 室 电话: +86 29 88600389 +86 10-56907800 传真：029-81875553 北京锦路安生(西安)律师事务所 关于西安炬光科技股份有限公司 2025 年第四次临时股东大会的 法律意见书 锦路安生律师事务所 西安：西安市高新区锦业路 1 号都市之门 D 座 1804-1805 深圳：深圳市福田区金田路皇岗商务中心 2 号楼 13 层 07A 号 北京：北京市朝阳区工体东路 18 号 2 号楼四层 412 室至 416 室、421 室至 425 室 北京锦路安生(西安)律师事务所关于西安炬光 科技股份有限公司 2025 年第四次临时股东大会 的 法律意见书 致：西安炬光科技股份有限公司 北京锦路安生(西安)律师事务所("本所")作为西安炬光科技股份有限公司 ("公司")的法律顾问，受公司委托，指派本所律师对公司 2025 年第四次临时股 东大会("本次股东大会")进行见证。本所律师根据《中华人民共和国公司法》 ("《公司法》")、《中华人民共和国证券法》("《证券法》")及《上市公司股 东 ...

北京锦路安生(西安)律师事务所 关于西安炬光科技股份有限公司 2024 年资产收购相关限制 性股票激励计划首次授予第一个归属期符合归属条件及部 分限制性股票作废相关事项 的 法律意见书 深圳：深圳市福田区金田路皇岗商务中心 2 号楼 13 层 07A 号 北京：北京市朝阳区工体东路 18 号 2 号楼四层 412 室至 416 室、421 室至 425 室 上海：上海市浦东新区南汇新城镇海基一路 88 号上海临港海洋科技广场 H2 座 4 楼 405 室 电话: +86 29 88600389 +86 10-56907800 传真：029-81875553 | 释义 1 | | | --- | --- | | 正 | 文 5 | | 一、 | 本次作废及本次归属的批准与授权 5 | | 二、 | 本次作废的具体情况 7 | | 三、 | 本次归属的具体情况 7 | | 四、 | 结论意见 10 | 锦路安生律师事务所 西安：西安市高新区锦业路 1 号都市之门 D 座 1804-1805 北京锦路安生(西安)律师事务所 法律意见书 释义 | 本所 | 指 | 北京锦路安生(西安)律师事务所 | | --- | ...

Summary of Key Points - The company Juguang Technology announced that shareholders Song Tao, Li Xiaoning, and Tian Ye reduced their holdings between September 1 and October 14, 2025 [1] - The number of shares reduced by each shareholder was 10,000 shares (0.0111%), 83,711 shares (0.0932%), and 24,500 shares (0.0273%) respectively [1] - The reduction prices for the shares were in the range of 135 to 170 CNY/share, 106.88 to 118.23 CNY/share, and 114.07 to 144.96 CNY/share [1] - The remaining shares that were not reduced include 20,370 shares, 1,680 shares, and 800 shares, which will no longer be implemented for reduction, leading to an early termination of the reduction plan [1]

10月14日，炬光科技跌5%，截至发稿，报149.41元/股，成交6.56亿元，换手率4.71%，总市值134.26亿 元。 蜂巢趋势臻选混合A（019985）成立日期2024年4月23日，最新规模833.56万。今年以来收益34.97%， 同类排名2436/8162；近一年收益37.84%，同类排名2284/8015；成立以来收益51.72%。 蜂巢趋势臻选混合A（019985）基金经理为徐嶒。 截至发稿，徐嶒累计任职时间10年159天，现任基金资产总规模1613.04万元，任职期间最佳基金回报 91.66%， 任职期间最差基金回报-47.83%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，西安炬光科技股份有限公司位于陕西省西安市高新区丈八六路56号，成立日期2007年9月21 日，上市日期2021年12月24日，公司主营业务涉及从事激光行业上游的高功率半导体激光元器件(产生 光子)、激光光学元器件(调控光子)的研发、生产和销售。主营 ...

Core Insights - Institutional research movements serve as a barometer for institutional capital trends [1] Group 1: Institutional Research Trends - Since September, brokers have conducted research on over 880 listed companies, with the highest concentration in the machinery, electronics, and pharmaceutical industries [2][3] - The machinery sector has attracted significant attention, with 136 listed companies being researched. Notable companies include Zhongkong Technology, which was investigated by 36 brokers focusing on its "industrial embodied intelligence" applications [3][4] - The electronics sector has also seen considerable interest, with 109 companies researched. Companies like Lanke Technology and Juguang Technology attracted 54 and 44 brokers, respectively, both experiencing stock price increases of over 120% this year [3][5] Group 2: Pharmaceutical Industry Focus - The pharmaceutical and biotechnology sector has been a hot topic, with over 70 companies researched since September. Maiwei Biotech was the most popular, attracting 45 brokers focusing on its small nucleic acid platform [4][5] Group 3: Impact of Export Control Policies - Following the announcement of export control measures on certain materials, 39 listed companies were quickly researched, primarily in machinery, power equipment, and basic chemicals [7] - Companies like Rongbai Technology received significant attention, hosting 162 institutional investors for discussions on the implications of the new export controls [7][8] - Other companies, such as Sifangda and Juli Sogou, also saw increased research activity, with Juli Sogou's stock rising nearly 134% this year due to its focus on deep-sea technology [8][9] Group 4: Market Outlook - Despite recent global market fluctuations, analysts remain optimistic about the A-share market's medium-term prospects, citing potential improvements in corporate earnings and ongoing capital inflows [10] - Analysts suggest focusing on high-dividend and consumer sectors in the short term, while maintaining a medium-term outlook on TMT and advanced manufacturing sectors [10]

Group 1 - The core viewpoint of the article highlights the performance of the Zhongzheng 2000 ETF Enhanced (159556), which rose by 0.69% to 1.169 yuan with a trading volume of 597,400 yuan as of the midday close on September 30 [1] - The top holdings of the Zhongzheng 2000 ETF Enhanced include Zhihua New Materials, which increased by 6.49%, and Hengbao Co., which decreased by 1.47% [1] - The fund's performance benchmark is the Zhongzheng 2000 Index return, managed by Ping An Fund Management Co., with a return of 16.56% since its establishment on December 27, 2023, and a return of -1.02% over the past month [1]

Core Viewpoint - Juguang Technology's stock price has experienced significant fluctuations, with a year-to-date increase of 140.36% but a recent decline of 9.94% over the last five trading days [1] Group 1: Stock Performance - As of September 30, Juguang Technology's stock price was 153.11 CNY per share, with a market capitalization of 13.758 billion CNY [1] - The stock has seen a trading volume of 365 million CNY and a turnover rate of 2.62% [1] - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent net purchase of 89.4535 million CNY on September 11 [1] Group 2: Financial Performance - For the first half of 2025, Juguang Technology reported a revenue of 393 million CNY, representing a year-on-year growth of 26.20% [2] - The company recorded a net profit attributable to shareholders of -24.9407 million CNY, showing a year-on-year increase of 11.30% [2] Group 3: Business Overview - Juguang Technology, established on September 21, 2007, specializes in high-power semiconductor laser components and laser optical components [2] - The revenue composition includes laser optical products (48.73%), semiconductor laser products (18.92%), automotive application solutions (12.62%), and other segments [2] - The company is classified under the electronics-semiconductor-discrete devices industry and is involved in various concept sectors such as 3D printing and consumer electronics [2] Group 4: Shareholder Information - As of June 30, 2025, Juguang Technology had 11,900 shareholders, with an average of 7,583 circulating shares per shareholder [2] - The company has distributed a total of 65.8705 million CNY in dividends since its A-share listing [3] - Notable institutional shareholders include Xingquan Trend Investment Mixed Fund and Golden Eagle Technology Innovation Stock A, with both reducing their holdings [3]

Group 1 - The latest overseas institutional research shows that 57 companies were visited by foreign institutions in the past 10 trading days, with a focus on companies like Shenzhen South Circuit and Zhongkong Technology [3][5] - Shenzhen South Circuit received attention from 29 overseas institutions, highlighting its capacity expansion through technology upgrades and new projects in Nantong and Thailand [3] - Zhongkong Technology was visited by 20 overseas institutions and recently won two major projects from Sinopec, which are expected to significantly increase annual output and revenue [3] Group 2 - The lithium battery sector is experiencing strong performance, with various sub-sectors such as sodium-ion batteries and solid-state batteries showing significant gains [2] - The lithium battery electrolyte index increased by 6.67% with a year-to-date growth of 65.17%, indicating robust market demand [2] - The average stock price of companies that received overseas institutional research rose by 3.11% over the past 10 trading days, with notable gains from companies like Demingli and Jingzhida [5][6] Group 3 - The funding situation shows that over half of the companies that received overseas institutional research saw an increase in financing, with several companies receiving net purchases exceeding 100 million yuan [5][6] - Notable net purchases include Zhongchuang Zhiling with 342 million yuan, indicating strong investor interest [6] - The overall market sentiment remains positive, particularly in sectors related to technology and lithium batteries, driven by ongoing developments and institutional interest [1][2]