Core Viewpoint - The announcement details the listing and circulation of restricted shares for Shenzhen Luwei Optoelectronics Co., Ltd., with a total of 77,621,400 shares set to be released on August 18, 2025, representing 40.15% of the company's total share capital [1][12]. Summary by Sections Listing of Restricted Shares - The restricted shares being listed are part of the company's initial public offering, with a total of 77,621,400 shares to be released, which constitutes 40.15% of the total share capital [2][12]. - The listing date for these shares is set for August 18, 2025, due to the previous day being a non-trading day [1][12]. Changes in Share Capital - Following a capital increase approved on April 21, 2023, and May 22, 2023, the company's total share capital has changed to 193,333,720 shares as of December 2022 [2][12]. Commitments Related to Restricted Shares - The four shareholders holding the restricted shares have committed to not transferring or managing these shares for 36 months from the date of the initial public offering [2][3]. - If the closing price falls below the issue price at the end of a six-month period post-listing, the lock-up period will automatically extend for an additional six months [3][4]. Compliance and Verification - The company has confirmed that there are no instances of fund occupation by controlling shareholders or related parties [12]. - The sponsoring institution has verified that all shareholders have adhered to their commitments regarding the restricted shares, and the listing complies with relevant laws and regulations [12].

Group 1 - The core announcement is regarding the public offering of restricted shares by the company, specifically the listing of 77,621,400 shares [1] - The type of stock being listed is classified as initial public offering restricted shares [1] - The shares will be available for trading starting from August 18, 2025 [1]

Group 1 - The company Luvi Optoelectronics (SH 688401) announced that approximately 77.62 million restricted shares will be unlocked and listed for trading on August 18, 2025, accounting for 40.15% of the total share capital [2] - For the fiscal year 2024, the company's revenue composition is as follows: the mask plate industry accounts for 99.96%, while other businesses account for 0.04% [2]

Core Viewpoint - The company Luvi Optoelectronics (688401.SH) announced the total number of shares available for circulation upon listing, which is 77.6214 million shares, with the listing date set for August 18, 2025, due to the preceding day being a non-trading day [1] Summary by Category - **Company Information** - Luvi Optoelectronics will have a total of 77.6214 million shares listed for circulation [1] - The official listing date is August 18, 2025, as August 17, 2025, is a non-trading day [1]

| 证券代码：688401 | 证券简称：路维光电 | 公告编号：2025-059 | | --- | --- | --- | | 转债代码：118056 | 转债简称：路维转债 | | 深圳市路维光电股份有限公司 关于可转债投资者适当性要求的风险提示性公告 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。 重要内容提示： 根据相关法律法规规定及《深圳市路维光电股份有限公司向不特定对象发 行可转换公司债券募集说明书》的约定，深圳市路维光电股份有限公司（以下 简称"公司"）本次发行的"路维转债"自2025年12月17日起可转换为公司股 份。 公司现就本次向不特定对象发行可转换公司债券，对不符合上海证券交易 所科创板股票投资者适当性要求的投资者所持"路维转债"不能转股的风险， 提示如下： 一、可转换公司债券发行上市概况 （一）可转换公司债券发行情况 经中国证券监督管理委员会《关于同意深圳市路维光电股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可〔2025〕979号）同意， 公司向不特定对象发行人民币615,00 ...

| 证券代码：688401 | 证券简称：路维光电 | 公告编号：2025-058 | | --- | --- | --- | | 转债代码：118056 | 转债简称：路维转债 | | 深圳市路维光电股份有限公司 首次公开发行部分限售股上市流通公告 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。 重要内容提示： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 77,621,400股。 （一）关于限售安排、自愿锁定股份、延长锁定期限的承诺 本次股票上市流通总数为77,621,400股。 本次股票上市流通日期为2025 年 8 月 18 日（因 2025 年 8 月 17 日为非交 易日故顺延至 2025 年 8 月 18 日）。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2022 年 7 月 12 日签发的《关于同意深圳市 路维光电股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕1476 号）， 公司首次向社会公开发行人民币普通股（A 股）股票 33,333,600 股，并于 ...

国信证券股份有限公司 关于深圳市路维光电股份有限公司 首次公开发行部分限售股上市流通的核查意见 国信证券股份有限公司（以下简称"国信证券"或"保荐机构"）作为深圳 市路维光电股份有限公司（以下简称"公司"或"路维光电"）首次公开发行股 票并在科创板上市的保荐机构。根据《中华人民共和国公司法》《中华人民共和 国证券法》《证券发行上市保荐业务管理办法（2025年修正）》《上海证券交易 所科创板股票上市规则（2025年4月修订）》等有关规定，对公司首次公开发行 部分限售股上市流通的事项进行了核查，核查情况如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于2022年7月12日签发的《关于同意深圳市路 维光电股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕1476 号），公司首次向社会公开发行人民币普通股（A股）股票33,333,600股，并于 2022年8月17日在上海证券交易所科创板上市。公司发行后总股本为133,333,600 股，其中有限售条件流通股为104,871,326股，无限售条件流通股为28,462,274股。 本次上市流通的限售股为公司首次公开发行部分限售股（包含因公司实 ...

Group 1 - The semiconductor sector experienced a decline of 1.9% on August 8, with Dazhong Semiconductor leading the drop [1] - The Shanghai Composite Index closed at 3635.13, down 0.12%, while the Shenzhen Component Index closed at 11128.67, down 0.26% [1] - Notable gainers in the semiconductor sector included Zhongchuan Special Gas, which rose by 7.31%, and Yuanjie Technology, which increased by 4.66% [1] Group 2 - The net outflow of main funds in the semiconductor sector was 7.774 billion yuan, while retail investors saw a net inflow of 4.642 billion yuan [3] - The overall fund flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are actively buying [3]

可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期满时收取本金和利息，或者在流通市场出售 变现。 资料显示，深圳市路维光电股份有限公司自成立至今,一直致力于掩膜版的研发、生产和销售,产品应用 于平板显示、半导体、触控和电路板等行业,是下游微电子制造过程中转移图形的基准和蓝本。经过多 年技术积累和自主创新,公司生产能力可配套平板显示厂商所有世代产线,满足先进半导体芯片封装和器 件等应用需求。公司是国内唯一一家G2.5-G11全世代产线的本土掩膜版生产企业,产品可全面配套不同 世代面板产线(G2.5-G11)。立足于平板显示掩膜版和半导体掩膜版两大核心产品线,公司逐步形成"以屏 带芯"的发展格局。 根据最新一期财务数据，2025年1月-3月，路维光电实现营业收入2.601亿元，同比增加47.09%；归属净 利润4915.01万元，同比增加19.66%；扣非净利润4483.41万元，同比增加19.9%。 截至2025年3月，路维光电 ...

Group 1 - The report emphasizes the coexistence of strategic opportunities and risk challenges in the economic landscape, marking a shift from short-term recovery to long-term foundation building in policy focus [1][2] - It highlights the need for macroeconomic policies to accelerate bond issuance and ensure the stability of three key areas, while also advocating for targeted support in sectors like technology and consumption [1][2] - The report notes a renewed emphasis on boosting domestic demand by fostering new growth points in service consumption, linking the improvement of people's livelihoods directly to consumption expansion [1][2] Group 2 - The report identifies three significant breakthroughs in industrial policy, transitioning from conceptual advocacy to practical implementation, addressing market pain points, and institutionalizing capacity governance [2] - In the foreign trade sector, it discusses a balanced approach of defense and progress, promoting high-level free trade zone construction and the integration of domestic and foreign trade [2] - The report outlines a proactive approach to risk resolution, focusing on eliminating hidden debts and ensuring energy supply to safeguard people's livelihoods [2] Group 3 - Domestic economic data shows stability and resilience, with previous growth stabilization policies gradually taking effect, while new macro policies are expected to further stimulate demand [3] - The report indicates that August will be a critical period for verifying mid-year performance, with a focus on sectors and stocks that may exceed expectations [3] - It mentions that despite increased market risk factors, the positive momentum from policies remains unchanged, particularly in the technology sector, which includes areas like computing power, artificial intelligence, and consumer electronics [3] Group 4 - The report recommends a stock portfolio for August, highlighting strong performers from July, including Dingjie Zhishi (+43.58%) and Lianrui New Materials (+25.03%), among others [6] - The recommended stocks for August cover various sectors, including telecommunications, technology, pharmaceuticals, and chemicals, indicating a diversified investment strategy [6][14] - The report notes that the average increase in the recommended portfolio for July was +10.71%, outperforming major indices [6][12]