Core Viewpoint - The article emphasizes the significant role of precision optical components in modern technology, particularly in quantum computing, AI, and optical communication, highlighting the strategic importance of domestic production in China to reduce reliance on foreign technology and enhance national security [1][4]. Group 1: Industry Trends - The Chinese optoelectronic industry is experiencing a strong trend of domestic substitution, with significant improvements in technology levels and international competitiveness [1][4]. - China holds a leading position in the global optical communication market, with major companies like Huawei and ZTE becoming industry leaders, although some components still rely on imports [4][5]. Group 2: Company Positioning - Tengjing Technology, founded in 2013, is positioned as a key player in promoting domestic substitution in high-end optical components for optical communication and semiconductor equipment [1][4]. - The company is focusing on the rapid development of high-speed optical interconnection technologies driven by AI computing demands, expanding its product and technology layout in this area [5][6]. Group 3: Technological Advancements - Tengjing Technology has developed six core technology platforms, including optical film, precision optics, and fiber optic devices, which form a vertically integrated capability for manufacturing optical components [8][9]. - The company emphasizes the complexity of manufacturing processes and the need for extensive R&D investment to keep pace with rapid technological advancements in the industry [8][9]. Group 4: Challenges and Opportunities - The optical components for semiconductor equipment, particularly in photolithography machines, represent a significant challenge for domestic production, as they are currently dominated by foreign companies [6][8]. - The company is actively addressing these challenges by advancing technology and product applications, contributing to the overall domestic substitution process in the semiconductor and optical communication sectors [6][10].

Core Viewpoint - Tengjing Technology Co., Ltd. is set to hold a Q3 2025 earnings presentation on October 21, 2025, to discuss its operational results and financial status with investors [1][2]. Group 1: Meeting Details - The earnings presentation will take place on October 21, 2025, from 13:00 to 14:00 [2][5]. - The venue for the meeting is the Shanghai Stock Exchange Roadshow Center, accessible online [2][4]. - The meeting will be conducted in an interactive online format, allowing for real-time communication with investors [3][4]. Group 2: Participation Information - Investors can participate in the meeting by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [5][6]. - A pre-question submission period is available from October 13 to October 20, 2025, where investors can submit questions via the Roadshow Center website or through the company's email [2][5][6]. - The company will address commonly asked questions during the presentation [3][6]. Group 3: Company Representatives - Key representatives attending the meeting include Chairman and General Manager Yu Hongrui, Vice General Manager and Financial Officer Liu Yi, and Independent Director Luo Miaocheng [4].

Core Insights - The optical and optoelectronic sector experienced a decline of 2.68% on October 10, with Wanrun Technology leading the drop [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Wanrun Technology (002654) saw a significant decline of 9.11%, closing at 14.56, with a trading volume of 1.22 million shares and a transaction value of 1.8 billion [2] - Other notable decliners included Tengjing Technology (688195) down 8.42% and Changyang Technology (6628889) down 7.45% [2] - Conversely, Deep Textile A (000045) increased by 7.14%, closing at 13.50, with a trading volume of 410,600 shares and a transaction value of 54 million [1] Capital Flow - The optical and optoelectronic sector experienced a net outflow of 1.911 billion from institutional investors, while retail investors saw a net inflow of 538 million [2] - Notable stocks with significant capital inflows included BOE Technology Group (000725) with a net inflow of 127 million from institutional investors [3] - In contrast, Huacan Optoelectronics (300323) faced a net outflow of 77.5 million from retail investors [3]

证券代码：688195 证券简称：腾景科技 公告编号：2025-053 腾景科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 （一）会议召开时间：2025 年 10 月 21 日 13:00-14:00 重要提示： ●会议召开时间：2025 年 10 月 21 日（星期二）13:00-14:00 ● 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） ●会议召开方式：上证路演中心网络互动 ●投资者可于 2025 年 10 月 13 日（星期一）至 10 月 20 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@optowide.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 腾景科技股份有限公司（以下简称"公司"）将于 2025 年 10 月 18 日在上 海证券交易所网站（www.sse. ...

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns exceeding the market benchmark by more than 5% [6][17]. Core Insights - The Nobel Prize in Physics awarded for quantum science research is expected to enhance the attention of governments and leading tech companies towards the industrialization of quantum technology, accelerating its commercialization process [3][10]. - The research recognized by the Nobel Prize lays a theoretical foundation for the industrialization of quantum technology, with significant contributions from the awarded scientists in developing superconducting circuits and quantum bits [9][10]. - Recent advancements in quantum technology, such as the installation of the first quantum computer in a data center in New York City, signify a shift from laboratory research to practical applications in the industry [9][10]. Summary by Sections Investment Recommendations and Targets - The report suggests focusing on leading domestic quantum technology companies, including Guandun Quantum, Guoxin Technology, Tengjing Technology, and Huagong Technology, as potential investment targets [3][10]. Industry Overview - The report highlights the growing interest in quantum technology following the Nobel Prize announcement, with expectations for increased investment and development in quantum computing, communication, and measurement technologies [9][10].

Group 1 - The company has decided to abolish the supervisory board and transfer its responsibilities to the Audit and Risk Management Committee under the board of directors [1][2] - The company will comprehensively revise its Articles of Association and related governance systems to reflect the changes, including the removal of references to the supervisory board and its members [2][3] - The supervisory board will continue to perform its supervisory duties until the shareholders' meeting approves the abolition of the supervisory board [1] Group 2 - The revisions to the Articles of Association will include the renaming of the "Shareholders' Meeting" to "Shareholders' Assembly" and other adjustments to enhance shareholder rights [2][3] - Specific amendments will be made to the Articles of Association, including the deletion of the supervisory board section and the modification of related terms to align with the new governance structure [2][4] - The company aims to strengthen its governance structure in accordance with relevant laws and regulations [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 修订后的《公司章程》将于同日在上海证券交易所网站（www.sse.com.cn）予以披露。 以上事项尚需提交股东大会审议，公司董事会提请股东大会授权董事长或其授权的其他人士办理后续变 更登记、章程备案等相关事宜。公司将于股东大会审议通过后及时向工商登记机关办理《公司章程》的 变更、备案等相关手续，上述变更最终以市场监督管理部门核准的内容为准。 三、修订及制定公司部分治理制度的相关情况 2025年9月30日 证券代码：688195 证券简称：腾景科技 公告编号：2025-048 腾景科技股份有限公司 关于董事会换届选举的公告 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。 腾景科技股份有限公司（以下简称"公司"）第二届董事会任期将届满。根据《中华人民共和国公司法》 （以下简称《公司法》）《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号一一规范运作》等法律、法规、规范性文件及《腾景科技股份有限公司章程》（以下 简称《公司章程》）等有关规 ...

Group 1 - The company Tengjing Technology announced an increase in its credit limit for 2025, raising the total credit limit to no more than 800 million RMB (including 800 million RMB) or equivalent foreign currency [2] - The company will apply for an additional credit limit of no more than 260 million RMB (including 260 million RMB) or equivalent foreign currency, on top of the existing limit of 540 million RMB (including 540 million RMB) [2] - This decision will be submitted for approval at the company's shareholders' meeting [2]

每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 （记者 曾健辉） 每经AI快讯，腾景科技（SH 688195，收盘价：119.96元）9月29日晚间发布公告称，截至本公告披露 日，公司及其控股子公司对外担保的总额度为3.4亿元，均为公司为合并报表范围内子公司提供的担 保，占公司最近一期经审计净资产的36.9%。 2024年1至12月份，腾景科技的营业收入构成为：光电子元器件制造业占比99.81%，其他业务占比 0.19%。 截至发稿，腾景科技市值为155亿元。 ...

董事和高级管理人员薪酬管理制度 （2025 年 9 月修订） 第一章 总则 第一条 为推动腾景科技股份有限公司（以下简称"公司"）逐步建立符合 现代企业制度要求和适应市场经济的激励约束机制，合理确定公司董事、高级管 理人员的收入，充分调动公司董事、高级管理人员的积极性和创造性，为公司创 造更好的经济效益，结合公司实际情况，制定本制度。 腾景科技股份有限公司 第二条 公司董事在本公司兼任其他职务的，应根据其兼任的其他职务领取 相应的薪酬并享受福利待遇。任何人员不得因其同时担任董事及其他职务而重复 领取薪酬或重复享受福利待遇。 公司高级管理人员在本公司兼任其他职务的，应根据其担任的本公司高级管 理人员职务领取相应的薪酬并享受福利待遇。任何人员不得因其同时担任高级管 理人员职务及其他职务而重复领取薪酬或重复享受福利待遇。 任何人员在本公司或下属子公司、参股公司担任二个或二个以上职务的，应 按其担任的年薪标准最高的一个职务领取薪酬并享受相应的福利待遇，不得因其 同时担任二个或二个以上职务而重复领取薪酬或重复享受福利待遇。 第三条 本制度的适用对象是专职为公司服务并在公司领取薪酬的董事长、 董事，以及公司董事会聘任的总 ...