Group 1 - Dekoli's stock dropped over 14% [1] - Huicheng Vacuum, Tianfu Communication, Dingtong Technology, and Taicheng Light all fell over 11% [1] - Lexin Technology and Oulu Tong experienced declines of over 10% [1]

Group 1 - High-priced stocks continued to weaken in the afternoon on September 2, with Dekoli falling over 14% [2] - Huicheng Vacuum, Tianfu Communication, Dingtong Technology, and Taicheng Light all dropped over 11% [2] - Lexin Technology and Oulutong experienced declines of over 10% [2]

Group 1 - The core viewpoint of the news is that Luwei Optoelectronics has shown significant financial performance and trading activity, with a notable increase in revenue and net profit year-on-year [1][2]. - On September 1, Luwei Optoelectronics' stock price increased by 1.36%, with a trading volume of 350 million yuan. The net financing purchase on that day was 9.4 million yuan, indicating strong investor interest [1]. - As of September 1, the total margin balance for Luwei Optoelectronics was 353 million yuan, accounting for 4.07% of its market capitalization, which is above the 90th percentile of the past year [1]. Group 2 - For the first half of 2025, Luwei Optoelectronics achieved operating revenue of 544 million yuan, representing a year-on-year growth of 37.48%. The net profit attributable to shareholders was 106 million yuan, up 29.13% year-on-year [2]. - The company has distributed a total of 132 million yuan in dividends since its A-share listing [3]. - As of June 30, the number of shareholders increased by 2.25% to 8,443, while the average circulating shares per person decreased by 2.20% to 13,705 shares [2].

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 2025 年半年度持续督导跟踪报告 一、持续督导工作情况 在本持续督导期间，保荐机构和保荐代表人未发现公司存在重大问题。 三、重大风险事项 1 | 序号 | 工作内容 | 实施情况 | | --- | --- | --- | | | | 本持续督导期间，保荐机构 通过日常沟通、定期或不定 | | | | 期回访、现场检查、尽职调 | | | 通过日常沟通、定期回访、现场检查、尽职调查等方 | 查等方式，对上市公司开展 | | 5 | 式开展持续督导工作。 | 持续督导工作。其中，保荐 | | | | 机构于 年 月 日对 2025 7 29 | | | | 上市公司进行了 2025 年上 | | | | 半年募集资金现场核查。 | | | | 保荐机构持续督促、指导上 | | | | 市公司及其董事、监事、高 | | | 督导上市公司及其董事、监事、高级管理人员遵守法 | 级管理人员，本持续督导期 | | | 律、法规、部门规章和上海证券交易所发布的业务规 | 间，上市公司及其董事、监 | | 6 | 则及其他规范性文件，并切实履行其所做出的各项承 | 事 ...

| 证券代码：688401 | 证券简称：路维光电 | 公告编号：2025-067 | | --- | --- | --- | | 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 （二）可转换公司债券上市情况 经上海证券交易所自律监管决定书〔2025〕154号文同意，公司本次发行的 61,500.00万元可转换公司债券于2025年7月10日起在上交所挂牌交易，债券简 称"路维转债"，债券代码"118056"。 （三）可转换公司债券转股期限 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 ...

Group 1 - The report highlights a significant increase in market activity in August, with various funding sources showing heightened engagement, particularly in sectors such as electronics, non-bank finance, and pharmaceuticals [1][2] - Margin trading has surpassed 2 trillion yuan and continues to rise, indicating a strong risk appetite among investors [1] - Retail investors have shown a steady increase in funding, although their growth remains below previous peaks from 2015, 2019, and 2020, reflecting a lingering "fear of heights" sentiment [1][2] Group 2 - Private equity funds have seen a positive feedback loop with market performance, with a consistent increase in monthly issuances since September 2024, contributing significantly to the current "slow bull" market [1][2] - Public funds have also experienced a notable rise in issuance compared to last year, particularly in equity and ETF funds, with the stock fund index showing an upward trend since last October [2] - Insurance and foreign capital have been entering the market steadily, especially following the introduction of new policies, with expectations for further growth in insurance capital inflows [2] Group 3 - The report suggests that despite potential policy changes in September, the overall positive stance of domestic policies remains, particularly in technology sectors such as computing power, AI, and consumer electronics [3] - New consumption, innovative pharmaceuticals, and certain cyclical industries are expected to maintain upward momentum supported by clear policy backing [3] - The financial sector retains investment value during periods of high market sentiment [3] Group 4 - The recommended stock portfolio for September includes companies like China Mobile, Hongri Da, and Tianfu Communication, focusing on sectors such as telecommunications, non-bank finance, and technology [5][12] - The performance of the August portfolio showed an average increase of 23.23%, with standout stocks like Nanya New Materials and Tonghuashun achieving gains of 55.79% and 45.68% respectively [4][5] - The report emphasizes the importance of sectors such as communication, non-bank finance, technology, and chemicals in the current investment landscape [5][12]

Core Viewpoint - The departure of core technical personnel, Mr. Lv Zhenqun, will not have a substantial impact on the company's ongoing operations, technological advantages, or core competitiveness [2][6][7]. Group 1: Departure Details - Mr. Lv Zhenqun has left the company due to personal reasons and will no longer hold any position within the company [2][3]. - Mr. Lv has completed the handover of his work, and the company's production, operations, and R&D activities are proceeding smoothly [2][7]. - Mr. Lv held 20,735.4 shares of the company, representing 0.11% of the total share capital, and will continue to comply with relevant regulations and commitments [3][4]. Group 2: Impact on the Company - The company has a strong R&D team with substantial technical and product development capabilities, ensuring a solid foundation for sustainable growth [7]. - The existing core technical personnel and R&D team are capable of supporting ongoing R&D efforts for core technologies and innovative products [7][8]. - The company plans to enhance the recruitment and training of professional technical personnel to continuously improve its technological innovation capabilities [7]. Group 3: Compliance and Agreements - Mr. Lv has signed agreements regarding confidentiality and non-competition, ensuring that he will maintain confidentiality regarding the company's technical and business secrets [5]. - There are no disputes or potential disputes regarding the ownership of any patents or intellectual property resulting from Mr. Lv's work [4][5].

Company Overview - Lu Wei Optoelectronics (SH 688401) announced on August 28 that core technical personnel Mr. Lv Zhenqun has left the company due to personal reasons, and he will no longer hold any position within the company [1] - As of the report, Lu Wei Optoelectronics has a market capitalization of 8.5 billion yuan [1] Revenue Composition - For the year 2024, the revenue composition of Lu Wei Optoelectronics is as follows: 99.96% from the mask plate industry and 0.04% from other businesses [1]

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 核心技术人员离职的核查意见 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"）首次公开发行股票并上市项目和 向不特定对象发行可转换公司债券项目的持续督导机构，根据《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）》（以下简称"《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——规范运作（2025年5月修订）》（以下简称"《自律监管指引第1号》"） 等有关规定，对公司核心技术人员离职事项进行了核查，具体情况如下： 一、核心技术人员离职的具体情况 公司核心技术人员吕振群先生因个人原因与公司协商一致解除劳动关系，离 职后，吕振群先生不再担任公司任何职务。吕振群先生在公司任职期间恪尽职守、 勤勉尽责，为公司发展发挥了积极作用。公司及董事会对吕振群先生任职期间为 公司所做出的贡献表示衷心感谢！ （一）核心技术人员的具体情况 吕振群先生，1976年10月出生，中国国籍，无境外永久居留权，本科学历。 曾任茂名热电厂有限公司检测分析工程 ...

| 证券代码：688401 | 证券简称：路维光电 | 公告编号：2025-066 | | --- | --- | --- | | 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 关于核心技术人员离职的公告 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。 重要内容提示： 深圳市路维光电股份有限公司（以下简称"公司"）核心技术人员吕振群 先生因个人原因与公司协商一致解除劳动关系，离职后，吕振群先生不再担任 公司任何职务。 吕振群先生目前已完成工作交接，公司的生产经营、技术研发等工作均有 序推进，其离职不会对公司持续经营能力、技术优势及核心竞争力产生实质性 影响。 吕振群先生与公司签有劳动合同、保密及竞业限制相关协议或合同，不存 在涉及职务发明专利权属纠纷或潜在纠纷的情形，也不会影响公司专利权等知 识产权以及核心技术的完整性。 一、核心技术人员离职的具体情况 公司核心技术人员吕振群先生因个人原因与公司协商一致解除劳动关系， 离职后，吕振群先生不再担任公司任何职务。吕振群先生在公司任职期间恪尽 ...