证券代码：688400 证券简称：凌云光 凌云光技术股份有限公司 （北京市海淀区翠湖南环路 13 号院 7 号楼 7 层 701 室） 2024 年度向特定对象发行 A 股股票 募集说明书 （注册稿） 保荐人（联席主承销商） （北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层） 联席主承销商 （北京市西城区金融大街 7 号英蓝国际金融中心 12 层 F1201-F1210、F1211B-F1215A、 F1231-F1232 单元、15 层 F1519-F1521、F1523-F1527 单元） 二〇二五年十一月 凌云光技术股份有限公司 募集说明书（注册稿） 公司声明 1、本公司及全体董事、高级管理人员承诺本募集说明书及其他信息披露资料不存 在任何虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性及完整性承担连带赔 偿责任。 2、公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务会 计资料真实、完整。 3、中国证券监督管理委员会、上海证券交易所对本次发行所作的任何决定或意见， 均不表明其对申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能 ...

Core Viewpoint - Lingyun Guang (688400) experienced a slight decline in stock price, closing at 45.18 yuan, down 0.73% from the previous week, with a total market capitalization of 20.827 billion yuan [1] Shareholder Changes - The number of shareholders increased by 1.79% to 31,800 as of January 9, 2026, with an average shareholding of 14,500 shares per shareholder [1][3] - The average market value of shares held per shareholder is 659,100 yuan [3] Company Announcements - Lingyun Guang received approval from the China Securities Regulatory Commission for the registration of a stock issuance to specific investors, valid for 12 months from the date of approval [1]

Group 1 - The company, Lingyun Guang, reported that as of January 9, 2026, it has 31,829 shareholders [1]

Core Viewpoint - The company is leveraging AI technology in manufacturing, particularly through its "AI + Vision" services, which are applied in various industries to enhance production efficiency and quality [1] Group 1: AI + Manufacturing Policy - The company aligns with the AI + manufacturing policy promoted by eight government departments, indicating a strategic fit with national initiatives [1] - The integration of NVIDIA's physical AI (VLA model) ecosystem is highlighted as a catalyst for growth in the company's operations [1] Group 2: Revenue and Business Segments - As of Q3 2025, the company's machine vision revenue is projected to reach 1.72 billion yuan [1] - The company has successfully implemented its intelligent manufacturing solutions in sectors such as 3C electronics, printing, new energy, and new display technologies, contributing to improved manufacturing yield and automation levels [1] Group 3: Embodied Intelligence Applications - The company utilizes motion capture systems with sub-millimeter precision and efficient human skeletal algorithms to support large-scale data collection for humanoid robots [1] - These technologies are applied in the performance testing of humanoid robots during mass production, serving several leading manufacturers in the humanoid robotics sector [1]

Group 1 - The core point of the article is that Lingyun Guang (688400) has received approval from the China Securities Regulatory Commission (CSRC) for a specific stock issuance, which is valid for 12 months [1][2] - On January 14, 2026, Lingyun Guang's stock closed at 44.91 yuan, down 0.86%, with a turnover rate of 4.92% and a trading volume of 226,800 shares, resulting in a transaction amount of 1.044 billion yuan [1] - The net outflow of main funds on January 14 was 81.355 million yuan, while retail investors saw a net inflow of 68.8037 million yuan [2] Group 2 - The company is required to strictly follow the submitted documents and issuance plan as per the CSRC's approval and must report any significant events during the approval period [1] - The board of directors will handle related matters within the specified timeframe and fulfill information disclosure obligations as mandated by laws and regulations [1]

Core Viewpoint - The company has received approval from the China Securities Regulatory Commission (CSRC) for a specific stock issuance aimed at designated investors, which is a significant step for its capital raising efforts [1][3]. Group 1: Approval Details - The CSRC has issued a document approving the company's application for the registration of stock issuance to specific investors [1]. - The company is required to strictly implement the issuance according to the submitted documents and plans to the Shanghai Stock Exchange [2]. - The approval is valid for 12 months from the date of registration [3]. Group 2: Compliance and Reporting - The company must report any significant events to the Shanghai Stock Exchange from the date of registration until the completion of the stock issuance [3]. - The board of directors will handle the related matters within the stipulated timeframe and fulfill information disclosure obligations as required by laws and regulations [3].

Group 1 - Shoukai Co. achieved a signed area of 125.72 million square meters and a signed amount of 17.845 billion yuan in 2025 [1] - Tongda Hai expects a net loss for the year 2025 [2] - Jiuri New Materials' subsidiary has entered the trial production phase for a project with an annual capacity of 350 tons of hydroxy ketone [3] Group 2 - Jixin Technology's shareholder plans to reduce their stake by up to 1% [4] - Fulai New Materials received approval from the CSRC for a stock issuance [5] - Yaqi International plans to sign a strategic cooperation framework agreement with Zhongnong Holdings [6] Group 3 - Sanwei Co.'s controlling shareholder plans to transfer up to 5.10% of shares [7] - Lekai Film's subsidiary plans to invest 97.6675 million yuan in a TAC functional film production line [8] - China Power Construction's subsidiary signed two major contracts totaling approximately 15.589 billion yuan [9] Group 4 - Shunhao Co. plans to increase its investment in a subsidiary by 74.98 million yuan [10] - Jieneng Wind Power reported a cumulative power generation of 12.417 billion kWh in 2025, a year-on-year increase of 1.43% [11] - Zhongjian Technology's H-share issuance application has been accepted by the CSRC [12] Group 5 - Hendi Pharmaceutical expects a net profit decrease of 57.4% to 66.14% in 2025 [13] - Haopeng Technology anticipates a net profit increase of 113.69% to 141.09% in 2025 [14] - Lingang Co. expects a net loss of 1.45 billion to 1.67 billion yuan in 2025 [15] Group 6 - Chuan Investment Energy reported a cumulative power generation of 6.627 billion kWh in 2025, a year-on-year increase of 13.85% [16] - Tengyuan Cobalt expects a net profit increase of 50.02% to 69.87% in 2025 [17] - Huazhi Jie plans to repurchase shares worth 30 million to 50 million yuan [18] Group 7 - Opto has won a bid for a 120 million yuan project from GoerTek [19] - Shanghai Construction reported a new contract amount of 252.942 billion yuan in 2025, a year-on-year decrease of 34.98% [20] - Hangfa Control expects a net profit decrease of 52.02% to 58.02% in 2025 [22] Group 8 - Shimao Energy is planning a change in control and will continue to suspend trading [23] - Shenwan Hongyuan Securities received approval for a bond issuance of up to 60 billion yuan [24] - Jingjiawei signed a strategic cooperation letter of intent with Jing'an Technology [25] Group 9 - Pianzaihuang completed the first subject enrollment for a clinical trial of a new drug [26] - Placo's subsidiary received a new veterinary drug registration certificate [27] - Zhongli Co. plans to reduce its stake by up to 0.75% [28] Group 10 - Solar Energy received renewable energy subsidies of 3.318 billion yuan in 2025, a year-on-year increase of 142.9% [29] - Palm Co. has filed a lawsuit to recover 144 million yuan in project payments [30][31] - Yongjin Co. plans to invest 2.658 billion yuan in a new stainless steel project [32] Group 11 - BAIC Blue Valley plans to increase its stake by 14.5 million to 16.4 million yuan [33] - Lingyun Light's stock issuance application has been approved by the CSRC [34] - Hongbo New Materials expects a net loss in 2025 [35] Group 12 - Shanghai Pharmaceuticals received approval for the listing of a new antifungal drug [36] - Changjiang Electric reported a net profit of 34.167 billion yuan in 2025, a year-on-year increase of 5.14% [37] - Weilan Bio received a new veterinary drug registration certificate [38] Group 13 - Pingzhi Information's subsidiary is expected to win a procurement project worth approximately 37.5884 million yuan [39]

Core Viewpoint - Lingyun Optics (688400) has received approval from the China Securities Regulatory Commission (CSRC) for a stock issuance to specific investors, which is valid for 12 months from the date of approval [1]. Group 1: Stock Performance - As of January 13, 2026, Lingyun Optics closed at 45.3 yuan, down 7.36% from the previous trading day [1]. - The stock opened at 48.41 yuan, reached a high of 48.58 yuan, and a low of 44.89 yuan, with a trading volume of 11.55 billion yuan and a turnover rate of 5.39% [1]. Group 2: Regulatory Approval - The company has received the CSRC's approval for its application to issue stocks to specific investors, as per document number 2026-28 [1]. - The company is required to strictly follow the submission documents and issuance plan reported to the Shanghai Stock Exchange [1]. - In case of any significant events during the approval period, the company must report and handle them according to regulations [1].

证券代码：688400 证券简称：凌云光 公告编号：2026-003 二、你公司本次发行应严格按照报送上海证券交易所的申报文件和发行方案 实施。 三、本批复自同意注册之日起 12 个月内有效。 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项，应及时 报告上海证券交易所并按有关规定处理。" 公司董事会将按照上述批复文件和相关法律法规的要求以及公司股东会的 授权，在规定期限内办理本次向特定对象发行股票的相关事项，并及时履行信息 披露义务，敬请广大投资者注意投资风险。 特此公告。 凌云光技术股份有限公司董事会 凌云光技术股份有限公司 关于 2024 年度向特定对象发行股票申请获得 中国证券监督管理委员会同意注册批复的公告 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。 凌云光技术股份有限公司（以下简称"公司"）于近日收到中国证券监督管 理委员会出具的《关于同意凌云光技术股份有限公司向特定对象发行股票注册的 批复》（证监许可〔2026〕28 号）（以下简称"批复文件"），具体内容如下： "一、同意你公司向特定对象发行股 ...

Core Viewpoint - Lingyun Optics (688400.SH) has received approval from the China Securities Regulatory Commission for its application to issue shares to specific investors [1] Group 1 - The company has recently announced that it has received a formal approval from the regulatory authority regarding its stock issuance [1]