证券代码：688195 证券简称：腾景科技 公告编号：2025-051 腾景科技股份有限公司 关于召开2025年第一次临时股东大会的通知 本公司董事会及全体董事保证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： 一、 召开会议的基本情况 （一） 股东大会类型和届次 2025年第一次临时股东大会 （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 10 月 24 日 14 点 30 分 召开地点：福州市马尾区珍珠路 2 号 11 楼公司会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 10 月 24 日 至2025 年 10 月 24 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 股东大会召开日期：2025年10月24日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 本次股 ...

Market Overview - The optical and optoelectronic sector experienced a decline of 1.04% on September 25, with Tengjing Technology leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers in the optical and optoelectronic sector included: - Shenhua A (code: 000020) with a closing price of 15.36, up 10.03% and a trading volume of 121,200 shares [1] - Huichuangda (code: 300909) closed at 36.00, up 4.53% with a trading volume of 101,400 shares [1] - Linjie Sensor (code: 300701) closed at 14.15, up 4.04% with a trading volume of 225,200 shares [1] - Conversely, major decliners included: - Tengjing Technology (code: 688195) closed at 129.20, down 6.08% with a trading volume of 103,200 shares [2] - Chenglai Optics (code: 688502) closed at 445.50, down 4.86% with a trading volume of 20,100 shares [2] Capital Flow - The optical and optoelectronic sector saw a net outflow of 1.982 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.441 billion yuan [2] - The capital flow for specific stocks indicated: - Lianchuang Electronics (code: 002036) had a net inflow of 1.05 billion yuan from institutional investors [3] - Shenma A (code: 000050) saw a net inflow of 86.32 million yuan from institutional investors [3] - TCL Technology (code: 000100) had a net inflow of 48.17 million yuan from institutional investors [3]

Core Insights - The optical and optoelectronic sector experienced a slight increase of 0.31% on September 24, with Shengyang Technology leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Shengyang Technology (603703) closed at 11.31, with a rise of 10.02% and a trading volume of 323,600 shares, amounting to a transaction value of 355 million [1] - Baoming Technology (002992) closed at 59.06, up 9.35%, with a trading volume of 71,700 shares and a transaction value of 412 million [1] - Meidike (688079) closed at 13.69, increasing by 8.31%, with a trading volume of 154,500 shares and a transaction value of 207 million [1] - Hehui Optoelectronics (688538) closed at 2.92, up 8.15%, with a trading volume of 3,934,600 shares and a transaction value of 1.148 billion [1] - Tianshan Electronics (301379) closed at 31.98, rising by 6.81%, with a trading volume of 334,800 shares and a transaction value of 1.034 billion [1] - Qianzhao Optoelectronics (300102) closed at 12.80, up 5.09%, with a trading volume of 260,500 shares and a transaction value of 325 million [1] - Huichuangda (300909) closed at 34.44, increasing by 5.00%, with a trading volume of 86,300 shares and a transaction value of 293 million [1] - Xiangteng New Materials (001373) closed at 30.97, up 4.91%, with a trading volume of 21,500 shares and a transaction value of 65.524 million [1] - ST Hengjiu (002808) closed at 4.70, rising by 4.91%, with a trading volume of 65,500 shares and a transaction value of 30.521 million [1] - Sanan Optoelectronics (600703) closed at 15.64, up 4.83%, with a trading volume of 1,997,800 shares and a transaction value of 3.081 billion [1] Fund Flow - The optical and optoelectronic sector saw a net inflow of 88.102 million from main funds, while retail funds experienced a net inflow of 77.9 million [2] - However, there was a net outflow of 867 million from speculative funds [2]

Group 1 - The optical communication module sector experienced a decline of 2.56% [1] - Among the companies, Hangdian Co., Ltd. saw a drop of 5.97% [1] - Guangku Technology and Tengjing Technology fell by 5.56% and 5.53% respectively [1] Group 2 - Changfei Optical Fiber, Zhongji Xuchuang, and Cambridge Technology all reported declines exceeding 4% [1]

Market Performance - The optical and optoelectronic sector rose by 0.69% on September 22, with Hu塑控股 leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers - Hu塑控股 (Code: 000509) closed at 3.48, up 10.13% with a trading volume of 837,400 shares and a transaction value of 286 million [1] - 冠捷科技 (Code: 000727) closed at 3.07, up 10.04% with a trading volume of 5,063,500 shares and a transaction value of 151.5 million [1] - 万润科技 (Code: 002654) closed at 15.82, up 10.01% with a trading volume of 1,894,800 shares and a transaction value of 292 million [1] - 腾景科技 (Code: 688195) closed at 143.00, up 8.22% with a trading volume of 148,900 shares and a transaction value of 2.03 billion [1] Top Losers - 永新元字 (Code: 603297) closed at 121.00, down 7.58% with a trading volume of 112,400 shares and a transaction value of 1.349 billion [2] - 苏大维格 (Code: 300331) closed at 38.79, down 3.89% with a trading volume of 439,200 shares and a transaction value of 1.701 billion [2] - 福光股份 (Code: 688010) closed at 32.99, down 3.65% with a trading volume of 94,500 shares and a transaction value of 312 million [2] Fund Flow Analysis - The optical and optoelectronic sector experienced a net outflow of 792 million from institutional investors, while retail investors saw a net inflow of 552 million [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are actively buying [2] Individual Stock Fund Flow - 万润科技 (Code: 002654) had a net inflow of 594 million from institutional investors, but a net outflow of 261 million from retail investors [3] - 冠捷科技 (Code: 000727) saw a net inflow of 507 million from institutional investors, with retail investors experiencing a net outflow of 206 million [3] - 凤凰光学 (Code: 600071) had a net inflow of 742 million from institutional investors, while retail investors faced a net outflow of 789 million [3]

（文章来源：证券时报网） 两融数据显示，该股最新（9月19日）两融余额为7.64亿元，其中，融资余额为7.64亿元，近10日增加 3.48亿元，环比增长83.71%。 公司发布的半年报数据显示，上半年公司共实现营业收入2.63亿元，同比增长24.29%，实现净利润 3658.88万元，同比增长11.47%，基本每股收益为0.2800元，加权平均净资产收益率3.92%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 腾景科技股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有11个交易日股价刷新历史 纪录。截至09:47，该股目前上涨4.87%，股价报138.57元，成交495.53万股，成交金额6.59亿元，换手 率3.83%，该股最新A股总市值达179.24亿元，该股A股流通市值179.24亿元。 证券时报·数据宝统计显示，腾景科技所属的电子行业，目前整体涨幅为2.07%，行业内，目前股价上涨 的有361只，涨停的有冠捷科技、国光电器等6只。股价下跌的有118只，跌幅居前的有臻镭科技、永新 光学、晶赛科技等，跌幅分别为13.54%、7.73%、5.95%。 ...

Group 1 - The core viewpoint of the news is that Tengjing Technology has seen a significant increase in its stock price, with a rise of 5.04% to 138.80 CNY per share, and a total market capitalization of 17.954 billion CNY [1] - Tengjing Technology specializes in the research, production, and sales of precision optical components and fiber optic devices, with its main business revenue composition being 78.87% from precision optical components, 16.65% from fiber optic devices, and 4.43% from optical testing instruments [1] - The company is located in Fuzhou, Fujian Province, and was established on October 12, 2013, with its listing date on March 26, 2021 [1] Group 2 - From the perspective of fund holdings, one fund under Industrial Bank has a significant position in Tengjing Technology, with the Industrial Bank Zhiyuan Mixed A Fund holding 23,800 shares, accounting for 2.6% of the fund's net value [2] - The Industrial Bank Zhiyuan Mixed A Fund has achieved a year-to-date return of 35.29%, ranking 2188 out of 8244 in its category, and a one-year return of 78%, ranking 1243 out of 8066 [2] - The fund manager, Zou Hui, has a tenure of 4 years and 303 days, with the best fund return during this period being 84.73% [3]

Core Insights - The light lithography machine concept sector has seen significant stock price increases, with 100 out of 105 stocks rising this year, averaging a 49.18% increase [1] - The light lithography machine is a critical device in wafer manufacturing, with low current domestic production rates, but notable progress has been made since the implementation of the "02 Special" project in 2009 [1][2] - The semiconductor industry's recovery and the demand for advanced process capacity driven by artificial intelligence are key factors contributing to the market's interest in light lithography machines [2] Company Performance - United Chemical has the highest stock price increase at 346.74% this year, with a net profit of 34 million yuan, up 21.62% year-on-year [3] - Kai Mei Teqi has seen a stock price increase of 207.83%, with a net profit of 55.84 million yuan, reflecting a significant year-on-year growth of 199.82% [3][4] - Tengjing Technology and Kent Catalysis also reported substantial stock price increases of 186.67% and 180.20%, respectively, with net profits of 37 million yuan and 39 million yuan [3] Industry Trends - The international semiconductor industry association predicts that capital expenditure for advanced process equipment will surge to over $50 billion by 2028, a 94% increase from $26 billion in 2024, with a compound annual growth rate of 18% [2] - The Ministry of Industry and Information Technology's 2024 guidance includes domestic KrF and ArF lithography machines, indicating progress in DUV lithography machine technology [1]

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expected return that is stronger than the market benchmark by over 5% [6]. Core Viewpoints - Quantum computing is becoming a key focus for governments worldwide, with significant investments from leading companies like NVIDIA, suggesting an acceleration in the commercialization of quantum computing [3][9]. - The report highlights the ongoing advancements in quantum computing technology and its applications, with notable developments from both domestic and international companies [8][9]. Summary by Sections Investment Recommendations and Targets - Quantum computing is identified as a priority technology for governments, with companies like NVIDIA actively investing in the sector. This trend is expected to enhance the commercialization process [3][9]. - Recommended stocks include leading domestic quantum computing firms such as Guoshun Quantum (国盾量子), which focuses on quantum security chips, and other companies like Tengjing Technology (腾景科技) and Huagong Technology (华工科技) that are involved in quantum technology projects [3][9]. Industry Overview - The report discusses the recent IPO guidance from Benyuan Quantum and a $1 billion Series E funding round for PsiQuantum, which has reached a valuation of $7 billion [8]. - NVIDIA's strategic investments in various quantum computing companies, including Quantinuum and QuEra Computing, indicate a diversified approach to harnessing quantum computing opportunities [8]. - The report notes that both domestic and international quantum computing enterprises are making strides in commercial applications, with advancements in sectors like weather forecasting and financial analysis [8].

Market Overview - The optical and optoelectronic sector rose by 0.75% on September 19, with Tianshan Electronics leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Top Gainers - Tianshan Electronics (301379) closed at 29.54, up 19.98% with a trading volume of 360,500 shares [1] - Tengjing Technology (688195) closed at 132.14, up 14.94% with a trading volume of 151,800 shares [1] - Wavelength Optoelectronics (301421) closed at 108.30, up 14.60% with a trading volume of 248,300 shares [1] - Other notable gainers include Yingfeite (300582) up 14.14% and Fujing Technology (002222) up 10.00% [1] Top Losers - Biaosheng Sensor (300701) closed at 13.78, down 7.95% with a trading volume of 289,000 shares [2] - Helitai (002217) closed at 3.55, down 6.58% with a trading volume of 4,545,500 shares [2] - Chanzhan Optoelectronics (003019) closed at 39.67, down 6.06% with a trading volume of 146,900 shares [2] Capital Flow - The optical and optoelectronic sector saw a net inflow of 2.376 billion yuan from institutional investors, while retail investors experienced a net outflow of 855 million yuan [2][3] - Major stocks like Oufei Optoelectronics (002456) had a net inflow of 1.986 billion yuan from institutional investors [3] Individual Stock Performance - Oufei Optoelectronics (002456) had a net inflow of 1.986 billion yuan, representing 16.98% of its trading volume [3] - Fujing Technology (002222) saw a net inflow of 369 million yuan, accounting for 12.08% of its trading volume [3] - Wanrun Technology (002654) had a net inflow of 238 million yuan, representing 11.44% of its trading volume [3]