证券代码：688170 证券简称：德龙激光 公告编号：2025-043 苏州德龙激光股份有限公司 关于控股股东减持股份计划时间届满 暨减持结果公告 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： 1 控股股东持股的基本情况 本次减持计划实施前，苏州德龙激光股份有限公司（以下简称"公司"、"德 龙激光"）控股股东、实际控制人、董事长兼总经理赵裕兴持有公司股份 23,745,000 股，占公司总股本的 22.97%，上述股份为公司首次公开发行前取得的股份，已 于 2025 年 4 月 29 日起上市流通。 减持计划的实施结果情况 一、减持主体减持前基本情况 | 股东名称 | 赵裕兴 | | | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 直接持股 5%以上股东 | √是□否 √是□否 | | | 董事、监事和高级管理人员 | √是□否 | | | 其他： | | | 持股数量 | 23,745,000股 | | | 持股比例 | 22.97% | | | 当前 ...

Core Viewpoint - The major shareholder and actual controller of Delong Laser, Zhao Yuxing, has completed a share reduction plan, impacting his ownership stake in the company [1] Summary by Relevant Sections Shareholding Changes - Before the reduction, Zhao Yuxing held 23.74 million shares, accounting for 22.97% of the total share capital [1] - From September 4 to December 3, 2025, he reduced his holdings by 1.8836 million shares, representing 1.82% of the total share capital [1] - The total amount raised from the reduction was 61.4065 million yuan, with a share price range of 29.00 to 47.54 yuan per share [1] - After the reduction, Zhao Yuxing's holdings decreased to 21.8614 million shares, which is 21.15% of the total share capital [1]

Core Viewpoint - The announcement details a change in the equity holdings of the controlling shareholder, Zhao Yuxing, who has reduced his stake in Suzhou Delong Laser Co., Ltd. by 1.33% through share sales, which does not trigger mandatory tender offer obligations and aligns with previously disclosed plans [2][3][4]. Group 1: Shareholder Information - The controlling shareholder and actual controller of the company is Zhao Yuxing, who is also the chairman and general manager [2]. - There are no concerted actions from other parties related to the information disclosure obligations [2]. Group 2: Equity Change Details - From September 8, 2025, to December 1, 2025, Zhao Yuxing sold a total of 1,373,600 shares, comprising 340,000 shares through centralized bidding (0.33% of total shares) and 1,033,600 shares through block trading (1.00% of total shares) [2]. - Following this equity change, Zhao Yuxing's shareholding decreased from 23,745,000 shares to 22,371,400 shares, reducing his ownership percentage from 22.97% to 21.64% [2]. Group 3: Compliance and Impact - The equity change is part of a previously disclosed share reduction plan and does not lead to a change in the controlling shareholder or actual controller, nor does it significantly impact the company's governance structure or ongoing operations [3]. - The transaction complies with relevant laws and regulations, including the Securities Law of the People's Republic of China and the Shanghai Stock Exchange's rules [3][4]. - The company will continue to monitor compliance with the share reduction regulations and ensure timely information disclosure [4].

Group 1 - The core transaction on December 2 involved 80,000 shares of Delong Laser, with a transaction amount of 2.32 million yuan, at a price of 29.00 yuan, representing a discount of 9.38% compared to the closing price of the day [2][4] - In the last three months, Delong Laser has recorded a total of four block trades, amounting to 36.57 million yuan [3] - The closing price of Delong Laser on the day of the transaction was 32.00 yuan, reflecting a decline of 3.64%, with a turnover rate of 2.86% and a total trading volume of 95.78 million yuan [3] Group 2 - The latest margin financing balance for Delong Laser is 119 million yuan, which has decreased by 7.60 million yuan over the past five days, representing a decline of 6.01% [4] - The main buyer in the block trade was Guojin Securities Co., Ltd., while the seller was CITIC Jianhua Securities Co., Ltd. [2][4]

Core Points - The company, Delong Laser (688170.SH), announced a significant shareholding change involving its controlling shareholder, Zhao Yuxing [1] - Zhao Yuxing reduced his shareholding by a total of 1,373,600 shares, which represents a decrease of 1.33% of the company's total equity [1] - Following this transaction, Zhao Yuxing's total shareholding decreased from 23,745,000 shares to 22,371,400 shares, reducing his ownership percentage from 22.97% to 21.64% [1] Summary by Category Shareholding Changes - Zhao Yuxing sold 340,000 shares through centralized bidding, accounting for 0.33% of the total share capital [1] - Additionally, he sold 1,033,600 shares via block trading, representing 1.00% of the total share capital [1] Ownership Structure - Post-transaction, Zhao Yuxing's shareholding is now 22,371,400 shares, reflecting a significant reduction in his control over the company [1] - The change in ownership percentage indicates a shift in the company's governance dynamics, with Zhao Yuxing's stake falling below the 22% threshold [1]

证券代码：688170 证券简称：德龙激光 公告编号：2025-042 关于控股股东权益变动触及 1%刻度的提示性公告 投资者及其一致行动人的身份 控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 □合并口径第一大股东及其一致行动人（仅适 用于无控股股东、实际控制人） □其他______________（请注明） 2.信息披露义务人信息 苏州德龙激光股份有限公司 公司控股股东、实际控制人、董事长兼总经理赵裕兴保证向本公司提供的 信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一 致。 重要内容提示： 权益变动方向 比例增加□ 比例减少 权益变动前合计比例 22.97% 权益变动后合计比例 21.64% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否 是否触发强制要约收购义务 是□ 否 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | 赵裕兴 |  □ | 控股股东/实控人 控股股东/实控人的一致行动人 | □ | | --- | --- | --- | --- | | 信息披露义务人名称 | ...

Core Viewpoint - Delong Laser experienced significant block trading on December 1, with a total transaction volume of 1.1811 million shares and a transaction value of 34.2519 million yuan, reflecting a discount of 12.68% compared to the closing price of the day [2] Trading Activity Summary - On December 1, three block trades were executed for Delong Laser, with each transaction priced at 29.00 yuan, which is 12.68% lower than the closing price of 33.21 yuan [2] - Over the past three months, the stock has seen a total of four block trades, accumulating a transaction value of 37.0008 million yuan [2] Market Performance Summary - The closing price of Delong Laser on the day was 33.21 yuan, down by 1.01%, with a daily turnover rate of 2.78% and a total transaction amount of 96.1977 million yuan [2] - The net inflow of main funds for the day was 1.0818 million yuan, while the stock has seen a cumulative increase of 1.50% over the past five days, with a total net outflow of 6.2182 million yuan [2] Margin Trading Summary - The latest margin financing balance for Delong Laser is 112 million yuan, which has decreased by 17.979 million yuan over the past five days, representing a decline of 13.79% [2] Company Background - Suzhou Delong Laser Co., Ltd. was established on April 4, 2005, with a registered capital of 103.36 million yuan [2]

Core Insights - A total of 15 stocks on the Sci-Tech Innovation Board experienced block trading on December 1, with a cumulative transaction amount of 360 million yuan [1][2]. Group 1: Trading Overview - There were 41 block trades executed, with a total trading volume of 10.18 million shares [1]. - The stock with the highest transaction amount was Guobo Electronics, which had 6 block trades totaling 7.306 million yuan [1]. - Other notable stocks in terms of transaction amounts included Haitai New Light and Lianyun Technology, with 4.872 million yuan and 3.81983 million yuan respectively [1]. Group 2: Price and Discount Analysis - All stocks involved in block trading were sold at a discount, with the highest discount rates observed in Sanyou Medical, Delong Laser, and Puyuan Information, at 16.46%, 12.68%, and 11.99% respectively [1][2]. - The average decline for stocks that underwent block trading was 0.46%, while the Sci-Tech 50 Index rose by 0.72% [1]. Group 3: Institutional Participation - Institutional transactions accounted for 18 trades involving 5 stocks, with Guobo Electronics leading in institutional buy amounts at 68.9976 million yuan [2]. - The stocks with the highest net inflow of funds included Hush Silicon Industry, Aerospace Software, and Haitai New Light, with net inflows of 20.4385 million yuan, 18.4593 million yuan, and 2.7452 million yuan respectively [2]. Group 4: Detailed Trading Data - A detailed table of block trading data includes various stocks, their transaction counts, volumes, average transaction prices, discount rates relative to closing prices, and total transaction amounts [3].

Group 1: Core Insights - The report emphasizes that the AI wave is initiating a new cycle in intelligent manufacturing, shifting the investment focus from cyclical fluctuations to "new hard-core" assets that can define the future and support the AI trend [8][9]. - Human-shaped robots are highlighted as the ultimate embodiment of AI intelligence, expected to revolutionize labor liberation and serve as a universal platform for AI interaction with the physical world [9][10]. - The report identifies solid-state batteries as a key technology that will unlock performance ceilings for human-shaped robots and electric vehicles due to their high energy density and safety [9][10]. Group 2: Human-Shaped Robots - The human-shaped robot industry is transitioning from concept validation to commercialization, with companies that have developed product capabilities in key components likely to experience significant valuation increases [13][17]. - The investment strategy focuses on essential hardware components rather than single manufacturers due to the uncertainty in design solutions, creating unique investment opportunities [25][28]. - Key companies to watch in this sector include Xinjie Electric, Huichuan Technology, and Weichuang Electric, which are positioned to benefit from the growth in human-shaped robots [17][30]. Group 3: AI Equipment and Materials - The demand for AI-related infrastructure is surging, leading to significant growth in high-performance servers, GPUs, and advanced PCB requirements [32][36]. - The PCB specialized equipment market is expected to grow from $3.306 billion in 2020 to $4.111 billion in 2024, with a CAGR of 5.60% in China [32][34]. - Key players in the equipment sector include Dazhu CNC and Chip Quik, which are well-positioned to capitalize on the increasing demand for advanced PCB manufacturing [36][40]. Group 4: Solid-State Batteries - The solid-state battery industry is accelerating towards commercialization, with major manufacturers like CATL and Zhongxin Innovation targeting 2027 for small-scale production [9][10]. - The global solid-state battery equipment market is projected to reach ¥107.94 billion by 2030, indicating a significant capital expenditure cycle ahead [9][10]. - Companies such as Lead Intelligent and Hai Moxing are recommended for their potential to benefit from this new capital expenditure cycle [9][10]. Group 5: Controlled Nuclear Fusion - Controlled nuclear fusion is transitioning from experimental phases to industrialization, with significant advancements in research and increased capital investment driving the industry forward [9][10]. - The report suggests focusing on companies involved in nuclear fusion projects, such as Hangyang Co. and Shanghai Electric, which are positioned to gain from this emerging sector [9][10]. - The demand for energy solutions is expected to grow, making nuclear fusion a critical area for investment as it promises to provide sustainable energy sources [9][10]. Group 6: Engineering Machinery - The domestic engineering machinery market is recovering, with excavator sales showing a positive trend, while overseas demand is also increasing due to factors like housing construction and manufacturing sector recovery [6][9]. - Major projects in China, such as the Yaxi Water Conservancy Project and the Xinjiang-Tibet Railway, are expected to boost domestic machinery demand [6][9]. - Key companies in this sector include Sany Heavy Industry, XCMG, and Zoomlion, which are anticipated to benefit from both domestic recovery and international expansion [6][9].

Group 1 - The core point of the news is that Delong Laser executed a block trade of 1.1811 million shares on December 1, with a transaction value of 34.2519 million yuan, accounting for 26.26% of the total trading volume for that day [1] - The transaction price was 29 yuan, which represents a discount of 12.68% compared to the market closing price of 33.21 yuan [1] Group 2 - The block trade details indicate that the transaction occurred on December 1, 2025, with a total transaction amount of 34.2519 million yuan [2] - The trading volume for Delong Laser was 1.1811 million shares, with a transaction price of 29 yuan per share [2] - The transaction was significant enough to account for 26.26% of the total trading volume on that day [1][2]