证券代码：688496 证券简称：清越科技 公告编号：2025-031 苏州清越光电科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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、准确性和完整性承担法律责任。 重要内容提示： 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做出 回购决策并予以实施，同时根据回购股份事项进展情况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。 苏州清越光电科技股份有限公司董事会 一、回购股份的基本情况 2024 年 8 月 27 日，苏州清越光电科技股份有限公司（以下简称"公司"）召开 第二届董事会第十一次会议，审议通过了《关于以集中竞价交易方式回购公司股 份方案的议案》，同意公司以首次公开发行人民币普通股（A 股）取得的部分超募 资金通过上海证券交易所交易系统以集中竞价交易方式回购公司股份，在未来适 宜时机用于员工持股计划或股权激励。公司本次回购价格不超过人民币 11.63 元/ 股（含），回购股份金 ...

证券代码：688496 证券简称：清越科技 公告编号：2025-032 苏州清越光电科技股份有限公司 关于收到江苏证监局警示函的公告 一是募集资金使用违规。2023 年，公司多次将募集资金转至一般结算账户 购买银行理财。 二是 CTP+OLED 产品贸易类业务财务核算不规范。2023 年第三季度，公司 新增 CTP+OLED 产品贸易类业务，应按净额法确认收入，但公司按照总额法确 认营业收入并在 2023 年第三季度报告中披露。直至 2024 年 7 月 6 日，公司才对 此进行前期差错更正，将 2023 年第三季度报告中的营业收入和营业成本同时调 减 1,366.76 万元。 三是关联交易未披露。根据公司 2023 年年报，枣庄市宏远建筑工程公司（以 下简称枣庄宏远）系公司实控人高裕弟近亲属控制的关联企业。2023 年 5 月至 6 月，公司与枣庄宏远签订了《工程合同》及相关补充协议，并支付工程款 363 万元。该关联交易未在 2023 年半年报中披露。 公司上述行为违反了《上市公司监管指引第 2 号——上市公司募集资金管理 和使用的监管要求》（证监会公告[2022]15 号）第五条、第十二条规定和《信息 ...

Core Viewpoint - The company, Qingyue Technology, has received a warning from the Jiangsu Securities Regulatory Bureau due to violations related to the use of raised funds, improper financial accounting for CTP+OLED product trading, and undisclosed related party transactions [1] Group 1 - The company and its related personnel were issued a warning letter by the Jiangsu Securities Regulatory Bureau [1] - The violations include improper use of raised funds and non-compliance in financial accounting for CTP+OLED product trading [1] - The former chairman and general manager, Gao Yudi, and the former board secretary and financial director, Zhang Xiaobo, are primarily responsible for the disclosure violations [1] Group 2 - The regulatory measures taken include issuing a warning letter and recording the violations in the securities and futures market integrity archive [1]

资金流向方面，今日主力资金净流出1528.44万元，占比成交额21.74%。其中，超大单净流出233.85万 元、占成交额3.33%，大单净流出1294.59万元、占成交额18.42%，中单净流出流入93.91万元、占成交 额1.34%，小单净流入1434.53万元、占成交额20.41%。 通过天眼查大数据分析，苏州清越光电科技股份有限公司共对外投资了7家企业，参与招投标项目20 次，知识产权方面有商标信息33条，专利信息585条，此外企业还拥有行政许可19个。 来源：金融界 清越科技最新一期业绩显示，截至2025一季报，公司营业总收入1.72亿元、同比增长4.83%，归属净利 润1598.84万元，同比减少99.78%，扣非净利润1771.93万元，同比减少66.95%，流动比率1.962、速动比 率1.351、资产负债率35.77%。 天眼查商业履历信息显示，苏州清越光电科技股份有限公司，成立于2010年，位于苏州市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本45000万人民币，实缴资本36000万人 民币。公司法定代表人为高裕弟。 金融界消息 截至2025年7月31日收盘，清 ...

Core Insights - The company, Qingyue Technology, aims to become a leader in global electrochemical and electrocatalytic technology applications by continuously expanding its application fields and enhancing the concentration and purity of electrochemically produced hydrogen peroxide [1] Company Overview - Qingyue Technology has achieved notable success in the home appliance and livestock sectors, leveraging its proprietary "water-based electrochemical hydrogen peroxide production" technology [2][4] - The company was founded by Xu Fengkai, who transitioned from an investor to an entrepreneur, inspired by a technology incubated at Stanford University [2] Technology and Market Opportunity - Hydrogen peroxide, known for its disinfecting properties, has a wide range of applications, including food processing sterilization and ultra-cleaning in chip manufacturing. However, high-purity products, especially "electronic-grade hydrogen peroxide," have been dominated by Western companies, indicating a significant market opportunity for domestic firms [2][4] - The company possesses a strong team with expertise in electrochemistry, including a chief scientist with a PhD from Stanford, enabling robust original research and development capabilities [3] Business Strategy - Initially, the company faced challenges in expanding its B2B business due to the COVID-19 pandemic and pivoted to a B2C strategy by launching a household hydrogen peroxide air disinfection machine in 2022, which met urgent consumer needs [3][5] - The company adopted a light-asset model for production and utilized e-commerce channels for sales, achieving significant success during its first live-streaming sales event [5] Future Goals - Qingyue Technology aims to achieve breakthroughs in electronic-grade purity by 2026 and expand into high-precision fields such as chip cleaning, while maintaining its leadership in the home appliance sector and securing top clients in the Chinese livestock industry [6]

证券代码：688496 证券简称：清越科技 公告编号：2025-030 苏州清越光电科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2024/8/29 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2024 8 27 8 | 日~2025 | 年 | 月 | 26 | 日 | | 预计回购金额 | 1,000万元~2,000万元 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 151.91万股 | | | | | | | 累计已回购股数占总股本比例 | 0.34% | | | | | | | 累计已回购金额 | 1,199.83万元 | | | | | | ...

Summary of Key Points Core Viewpoint - The financing balance of the Sci-Tech Innovation Board has decreased by 5.05 billion yuan compared to the previous trading day, while the margin trading balance has also seen a reduction of 3.6448 million yuan, indicating a contraction in market activity [1]. Financing Balance - As of June 19, the total margin trading balance on the Sci-Tech Innovation Board is 155.142 billion yuan, down by 5.09 billion yuan from the previous trading day. The financing balance is 154.649 billion yuan, a decrease of 5.05 billion yuan, while the margin trading balance stands at 4.94 billion yuan, down by 364.48 million yuan [1]. - The stock with the highest financing balance is SMIC, with a latest financing balance of 7.271 billion yuan, followed by Cambrian and Haiguang Information with financing balances of 4.282 billion yuan and 3.697 billion yuan, respectively [1]. - A total of 253 stocks have seen an increase in financing balance, while 331 stocks have experienced a decrease. The stocks with the largest increases in financing balance are Ying Shi Innovation, Li Gong Navigation, and Qingyue Technology, with increases of 37.05%, 25.27%, and 21.82%, respectively. Conversely, the largest decreases are seen in Haizheng Materials, Huazhu High-Tech, and Zhongrun Optics, with declines of 20.33%, 15.60%, and 14.81% [1]. Margin Trading Balance - The stock with the highest margin trading balance is Haiguang Information, with a latest balance of 0.17 billion yuan, followed by SMIC and Cambrian with balances of 0.15 billion yuan and 0.14 billion yuan, respectively [2]. - A total of 107 stocks have seen an increase in margin trading balance, while 161 stocks have decreased. The stocks with the largest increases in margin trading balance are Koweier, Oriental Bio, and Aifute, with increases of 144.49%, 79.66%, and 57.22%, respectively. The largest decreases are in Sainuo Medical, Hangya Technology, and Jingyi Equipment, with declines of 100.00%, 100.00%, and 66.41% [2].

Summary of Key Points from Conference Call Records Industry or Company Involved - **AI Glasses**: Multiple significant products are set to be released, including those from Meta and Xiaomi [2][15] - **Liquid Cooling**: National standards for liquid cooling are about to be published, indicating growth in this sector [3] - **Superconductors**: Shanghai Superconductor's IPO application has been accepted, aiming to raise 1.2 billion yuan for high-temperature superconducting materials [4][17] - **POE Particles**: Domestic production of POE particles is being initiated to replace imports [5][16] - **High-end PCB**: Companies like Zhongjing Electronics and Yihua New Materials are involved in high-end PCB production for various applications [6][10] - **Air Conditioning Components**: Shunwei Co. is a leading supplier of air conditioning fan blades, indirectly supplying Xiaomi [7][16] - **Laser Defense Systems**: New developments in lightweight laser defense systems are being tested [12][17] Core Points and Arguments - **AI Glasses Market**: - Meta plans to release new AI glasses with expected sales of 4-5 million units in 2025 [15] - Xiaomi's AI glasses are in small-scale production with projected sales of 300,000-500,000 units [15] - Companies like Biyi Co. and Lianchuang Optoelectronics are heavily involved in AR/VR technologies [15] - **Liquid Cooling Industry**: - The market for liquid cooling servers in China is projected to reach $16.2 billion by 2029, with a CAGR of 46.8% from 2024 to 2029 [3] - Current penetration in data centers is below 10%, indicating significant growth potential [3] - **Superconductors**: - Shanghai Superconductor holds over 80% market share in domestic high-temperature superconducting materials [17] - The company reported a revenue increase of 189% year-on-year, reaching 240 million yuan in 2024 [17] - **POE Particles**: - The domestic market for POE is expected to reach 50-60 billion yuan in 2025, with significant import substitution potential [16] - The company anticipates net profits of 0.5 billion yuan in 2025, increasing to 5.2 billion yuan by 2027 [16] - **High-end PCB**: - Companies are focusing on high-end applications in AI, VR, and gaming, with significant demand for flexible circuit boards [16] - The domestic high-end PCB market is experiencing rapid growth due to increased demand from tech companies [16] - **Air Conditioning Components**: - Shunwei Co. has a global market share of over 35% in plastic air conditioning fan blades [7] - The company is also involved in the low-altitude economy through partnerships in agricultural drone technology [16] Other Important but Possibly Overlooked Content - **Market Dynamics**: The AI glasses market is highly competitive, with major players like Meta and Xiaomi launching new products [15] - **Regulatory Environment**: The upcoming national standards for liquid cooling may streamline the industry and enhance growth prospects [3] - **Investment Opportunities**: Companies involved in superconductors and liquid cooling are positioned for significant growth due to technological advancements and market demand [4][3] - **Financial Performance**: Many companies are reporting substantial year-on-year growth, indicating a robust recovery and expansion in their respective sectors [17][16] This summary encapsulates the critical insights from the conference call records, highlighting the evolving landscape of various industries and the companies poised to benefit from these trends.

Group 1 - On June 18, Qingyue Technology (688496) closed at 9.58 yuan, reaching the daily limit with a trading volume of 2.66 billion yuan and a turnover rate of 12.19% [2] - The stock was listed on the trading board due to a price increase of 15% at the close [2] - The top five trading departments accounted for a total transaction of 1.05 billion yuan, with a net selling of 154.35 million yuan [2] Group 2 - The main capital inflow for the stock on that day was 38.67 million yuan [3] - The leading buying department was CITIC Securities with a purchase amount of 14.13 million yuan, followed by Kaiyuan Securities with 10.13 million yuan [3] - The largest selling department was Century Securities with a selling amount of 20.51 million yuan [3]

重要内容提示： | 回购方案首次披露日 | 2024/8/29 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2024 8 27 8 | 日~2025 | 年 | 月 | 26 | 日 | | 预计回购金额 | 1,000万元~2,000万元 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 151.91万股 | | | | | | | 累计已回购股数占总股本比例 | 0.34% | | | | | | | 累计已回购金额 | 1,199.83万元 | | | | | | | 实际回购价格区间 | 6.11元/股~9.98元/股 | | | | | | 一、回购股份的基本情况 2024 年 8 月 27 日，苏州清越光电科技股份有限公司（以下简称"公司"）召开 第二届董事会第十一次会议，审议通过了《关于以集中竞价交易方式回购公司股 份方案的议案》 ...