Group 1 - The A-share market saw a significant rise in photolithography stocks, with notable increases in share prices for several companies [1] - Juguang Technology experienced a 15.04% increase, while Xinlai Materials rose by 12.44%, and Baotong Technology increased by 10.31% [2] - Other companies such as Haili Co., Ltd. and Zhongchuan Special Gas also showed strong performance, with Haili Co. reaching a 10% increase [1][2] Group 2 - The total market capitalization for Juguang Technology is approximately 88.96 billion, with a year-to-date increase of 55.42% [2] - Xinlai Materials has a market value of 15.2 billion and has seen a year-to-date increase of 37.39% [2] - Baotong Technology's market capitalization stands at 11.5 billion, with a year-to-date increase of 50.74% [2]

Group 1 - The core viewpoint of the article highlights the significant rise in the stock prices of photolithography-related companies in the A-share market, with notable increases in specific stocks [1] - Juguang Technology saw a rise of 15.04%, with a total market value of 8.896 billion and a year-to-date increase of 55.42% [2] - New Lai Materials experienced a 12.44% increase, bringing its market value to 15.2 billion and a year-to-date rise of 37.39% [2] - Baotong Technology increased by 10.31%, with a market value of 11.5 billion and a year-to-date increase of 50.74% [2] - Haili Co., Ltd. reached a 10.01% increase, with a market value of 19.2 billion and a year-to-date rise of 47.02% [2] Group 2 - Other companies that followed the upward trend include Zhongchuan Special Gas (8.08% increase), Kaimete Gas (5.92% increase), and Xuguang Electronics (5.57% increase) [2] - The article notes the formation of a MACD golden cross signal, indicating a positive trend for these stocks [1]

Group 1 - The optical packaging sector experienced a short-term surge, with Juguang Technology rising over 10% [1] - Other companies such as Kexiang Co., Xingwang Ruijie, Fuxin Technology, Ruijie Network, and Weiergao also saw increases in their stock prices [1]

Group 1 - The A-share market experienced a decline in the afternoon, with the ChiNext index dropping over 1%, particularly affected by the gaming and CPO sectors [1] - Notable declines were observed in several companies, including Jingwang Electronics (-7.33% with a market cap of 58.2 billion), Cambridge Technology (-6.06% with a market cap of 13.7 billion), and Huylv Ecological (-4.80% with a market cap of 10.7 billion) [1] - Year-to-date performance showed significant variations, with companies like Jingwang Electronics and Xinyi Sheng achieving increases of 127.01% and 121.28% respectively, despite their recent declines [1] Group 2 - Other companies that faced declines include Zhongji Xuchuang (-3.88% with a market cap of 232.4 billion), Xinyi Sheng (-3.84% with a market cap of 180.8 billion), and Lian Te Technology (-3.79% with a market cap of 12.5 billion) [1] - The overall market sentiment appears negative, as multiple sectors, including technology and communications, reported losses, indicating a broader market trend [1] - The performance of the ChiNext index reflects ongoing volatility in the A-share market, with specific sectors like gaming and CPO underperforming [1]

证券代码：688167 证券简称：炬光科技 公告编号：2025-050 西安炬光科技股份有限公司 关于收到赔偿款的公告 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。 针对 SÜSS MicroTec SE（以下简称"SMT"或"卖方"）向西安炬光科技股份有 限公司（以下简称"公司"或"买方"或"炬光科技"）出售 SUSS MicroOptics S.A. （以下简称"SMO"）的交易，双方对于在交割时点某些信息披露义务的履行存在 分歧（"争议事项"），经过多轮沟通谈判，最终达成赔偿和解。公司于 2025 年 7 月 14 日收到 SMT 的赔偿款 336.59 万欧元1。现将有关情况公告如下： 一、事项背景 2023 年 11 月 8 日，公司通过全资子公司炬光（香港）投资管理有限公司与 SMT 签署《股权购买协议》，收购了 SMT 全资子公司 SMO（后更名为"Focuslight Switzerland SA"，简称瑞士炬光）100%股权，并于 2024 年 1 月 16 日交割完成。 在本协议签署且和解金额支付到炬 ...

Core Viewpoint - Xi'an Juguang Technology Co., Ltd. (hereinafter referred to as "Juguang Technology" or "the company") has received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 report, prompting a detailed review of its acquisition of Swiss SUSS Micro Optics SA (SMO) and subsequent financial performance [1][2]. Group 1: Acquisition and Financial Performance - The company completed the acquisition of 100% equity in SMO for approximately RMB 455 million, with SMO contributing RMB 194 million in revenue during the reporting period, significantly below the profit forecast made during the acquisition assessment [1][2]. - Post-acquisition, revenue from laser optical components and automotive application solutions increased by 38.71% and 66.63% year-on-year, respectively, but gross margins decreased by 12.27 percentage points and 84.88 percentage points [1][2]. - The company recognized goodwill impairment of RMB 34.25 million for the automotive application solutions business line, while no impairment was recorded for the laser optical business line [1][2]. Group 2: Customer and Market Analysis - The company provided details on the top five customers of SMO, including their backgrounds, sales amounts, and reasons for changes in sales [3][4]. - The decline in gross margins for both laser optical components and automotive application solutions was attributed to industry development, channel inventory, product price changes, and competitive landscape [5][6]. Group 3: Future Projections and Market Trends - The data communication market is expected to grow significantly, driven by increased demand for optical modules, with projections indicating a compound annual growth rate (CAGR) of 17% from 2022 to 2033 [11][12]. - The semiconductor market is also projected to grow at a CAGR of 12.28% from 2023 to 2032, indicating strong demand for micro-nano optical components [11][12]. - The automotive lighting market, particularly for micro-lens array (MLA) technology, is anticipated to reach a market size of approximately RMB 1.18 billion by 2025, with a CAGR of 89% from 2021 to 2025 [14][15].

Core Points - The company, Xi'an Juguang Technology Co., Ltd., has announced the results of its share repurchase plan, which was first disclosed on April 9, 2025, and is set to run from April 28, 2025, to April 27, 2026 [1] - The expected repurchase amount is between 20 million and 40 million RMB, with a maximum repurchase price of 100 RMB per share [1] - The actual number of shares repurchased is 503,820, representing 0.5575% of the total share capital, with a total expenditure of 35,190,806.32 RMB [2][3] Repurchase Plan Details - The board of directors approved the share repurchase plan on April 8, 2025, allowing the use of self-owned funds and special loan funds for the repurchase [1] - The shares repurchased will be used for cancellation and reduction of the company's registered capital [1][5] - The repurchase was conducted in compliance with relevant laws and regulations, and the execution of the plan aligns with the originally disclosed details [3][5] Financial Impact - The funds used for the repurchase are from the company's own resources and special loan funds, which will not significantly impact the company's daily operations, financial status, or future development [5] - The repurchase will not lead to a change in control of the company, and the share distribution will still meet listing requirements [5] Share Cancellation Arrangement - The company plans to cancel the repurchased shares and reduce its registered capital accordingly, with the cancellation process to be completed by June 30, 2025 [6] - No objections from creditors regarding the cancellation of the repurchased shares have been received [6] Share Changes Summary - Before the repurchase, the total number of circulating shares was 90,363,344, and after the repurchase and cancellation, it will be reduced to 89,859,524 shares [6]

中和资产评估有限公司关于上海证券交易所 《关于西安炬光科技股份有限公司 2024 年报告的信 息披露监管问询函》资产评估相关问题回复 之核查意见 中和 二〇 -V4 H 上海证券交易所: 根据贵所科创板公司管理部于 2025 年 5 月 30 日下发的《关于西 安炬光科技股份有限公司 2024 年报告的信息披露监管间询函》(上证 科创公函【2025】0180 号)(以下简称"审核问询函")，上市公司对 问询问题进行了回复。评估机构就审核问询函所提问题进行了认真讨 论分析与核查，并对上市公司相关问题回复发表核查意见。 1 间题 1 关于收购瑞士炬光年报及相关公告显示,2024年1月,公司宗成对 SUSS Micro Optics SA(简称 SMO) 100%股权收购,支付对价约合人民币 4.55 亿元,纳入合并报表并更名为瑞士炬光。(1)报告期,瑞士炬光实现营业收入 1.94 亿元,占总营收的 31.29%,实现净利润-9.442.54 万元,占总亏损额过半。 瑞士炬光收入、利润实际表现均大幅低于收购评估中的盈利预测值。(2)瑞士 炬光并表后,公司报告期激光光学元器件、汽车应用解决方案收入同比增长 38.71 ...

中信建投证券股份有限公司 关于西安炬光科技股份有限公司 2024 年报告的信息披露监管问询函回复的核查意见 西安炬光科技股份有限公司（以下简称"炬光科技"或"公司"）于近日收到上 海证券交易所科创板公司管理部下发的上证科创公函【2025】0180号《关于西安 炬光科技股份有限公司2024年报告的信息披露监管问询函》（以下简称"《问询 函》"）。中信建投证券股份有限公司（以下简称"持续督导机构"或"保荐机构"） 作为炬光科技的持续督导机构，就《问询函》有关问题逐项进行了认真核查，核 查意见如下： 说明：在下述相关问题的回复中，若合计数与各分项数值相加之和在尾数上 存在差异，均为四舍五入所致。 鉴于回复内容中披露的部分信息涉及商业秘密或商业敏感信息，公司对本次 问询函回复中相关内容进行了豁免披露处理。 问题 1 关于收购瑞士炬光 年报及相关公告显示，2024 年 1 月，公司完成对 SUSS Micro Optics SA（简 称 SMO）100%股权收购，支付对价约合人民币 4.55 亿元，纳入合并报表并更 名为瑞士炬光。（1）报告期，瑞士炬光实现营业收入 1.94 亿元，占总营收的 31.29%，实现净利润- ...

中联资产评估集团（浙江）有限公司 关于上海证券交易所 《关于西安炬光科技股份有限公司 2024 年报告的信 息披露监管问询函》资产评估相关问题回复 之核查意见 中联资产评估集团（浙江）有限公司 二〇二五年六月 上海证券交易所: 根据贵所科创板公司管理部于 2025 年 5 月 30 日下发的《关于西安炬光科 技股份有限公司 2024 年报告的信息披露监管问询函》(上证科创公函《 2025 】 0180 号）(以下简称"审核问询函")，上市公司对问询问题进行了回复。评估机 构就审核问询函所提问题进行了认真讨论分析与核查,并对上市公司相关问题 回复发表核查意见。 " " r line l 间题 1.关于收购瑞士炬光。年报及相关公告显示，2024 年 1 月，公司完成 对 SUSS MicroOpticsSA（简称 SMO）100%股权收购，支付对价约合人民币 4.55 亿元，纳入合并报表并更名为瑞士炬光。(1)报告期,瑞士炬光实现营业 收入 1.94 亿元，占总营收的 31.29%，实现净利润-9.442.54 万元，占总亏损额 过半。瑞士炬光收入、利润实际表现均大幅低于收购评估中的盈利预测值。(2) 瑞士炬光并 ...