"目前，公司产品已在家电、畜牧等领域取得了不错的成绩。清越科技将持续拓展应用领域，提升电化 学制过氧化氢的浓度和纯度，朝着全球电化学和电催化技术应用的领军企业迈进。"徐蜂凯说。 从投资人到创业者 留学归国后，徐蜂凯的职业经历颇丰：做过企业咨询，尝试过新能源创业，又转型成为投资人，在股权 投资中接触了众多科技与消费领域的项目，直到遇见从斯坦福大学Jaramillo实验室孵化出的一项"水基 电化学制过氧化氢"技术，点燃了他二次创业的热情。 过氧化氢溶液又称"双氧水"，当其达到一定浓度时，即可产生杀菌作用。随着浓度和纯度的提升，过氧 化氢溶液也可以用在食品加工灭菌、芯片制造的超净清洗、核反应堆等广泛领域。但由于其性质不稳 定、作用短暂，因此在生产和存储环节存在诸多挑战。通过"水基电化学制过氧化氢"技术，用户加水通 电即可生成浓度可控的过氧化氢溶液。 徐蜂凯洞察到一个清晰的创业契机：过氧化氢应用极其广泛，但高纯度产品，特别是芯片制造等领域依 赖的"电子级过氧化氢"长期被欧美企业垄断，国内企业多依赖进口。这既是痛点，也意味着巨大的市场 空间。 公司团队不仅掌握了"水基电化学制过氧化氢"这项顶尖技术，还拥有一支强大的专业 ...

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》 ...

Group 1 - The legal opinion letter is issued by Guangdong Chongli Law Firm regarding the annual shareholders' meeting of Suzhou Qingyue Optoelectronics Technology Co., Ltd. scheduled for May 2025 [1][2] - The law firm confirms that the meeting's convening and voting procedures comply with relevant laws and regulations, including the Company Law and Securities Law [4][10] - The meeting will be held on May 23, 2025, in Kunshan City, Jiangsu Province, combining on-site and online voting methods [3][4] Group 2 - The convenor of the meeting is the company's second board of directors, and a total of 44 shareholders and their proxies attended, holding 360,225,110 voting shares, which is 80.3212% of the total voting shares [5][6] - The voting results indicate that 360,141,443 shares were in favor of the proposals, representing 99.9768% of the valid votes cast [6][10] - The legal opinion concludes that the resolutions made during the meeting are legal and valid, adhering to the Company Law and other relevant regulations [10][11]

Group 1 - The company held its annual general meeting on May 23, 2025, at its headquarters in Suzhou, Jiangsu Province [1] - A total of 44 ordinary shareholders attended the meeting, representing 360,225,110 voting rights, which accounts for 80.3212% of the company's total voting rights [1] - All resolutions presented at the meeting were approved, with the majority of votes in favor [2][3] Group 2 - The voting results showed that 360,141,443 votes (99.9768%) were in favor of the resolutions, while only 83,667 votes (0.0232%) were against [2] - The company confirmed that the meeting and voting procedures complied with the Company Law and its articles of association [3] - Legal opinions were provided by Guangdong Chongli Law Firm, confirming the legality and validity of the resolutions made during the meeting [3]

一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 5 月 23 日 （二） 股东大会召开的地点：江苏省昆山市高新区晨丰路 188 号苏州清越光电 科技股份有限公司 VIP 会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 44 | | --- | --- | | 普通股股东人数 | 44 | | 2、出席会议的股东所持有的表决权数量 | 360,225,110 | | 普通股股东所持有表决权数量 | 360,225,110 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 80.3212 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 80.3212 | 证券代码：688496 证券简称：清越科技 公告编号：2025-028 苏州清越光电科技股份有限公司 2024年年度股东大会决议公告 本公司董事会及全体董事保证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 ...

关于 苏州清越光电科技股份有限公司 2024 年年度股东大会的 法律意见书 二〇二五年五月 广东崇立律师事务所 法律意见书 深圳市龙岗区坂田街道雅宝路 1 号星河 WORLD F 栋 18 层 F1806 号 邮政编码：518100 Suite F1806, 18F,Xinghe World Tower F, No.1Yabao Road, Bantian Street, Longgang District, Shenzhen 电话/Tel：0755-8958 5892 传真/Fax：0755-8958 6631 www.chonglilaw.com 广东崇立律师事务所 关于苏州清越光电科技股份有限公司 2024 年年度股东大会的 法律意见书 （2025）崇立法意第【018】号 致：苏州清越光电科技股份有限公司 广东崇立律师事务所（以下简称"本所"）接受苏州清越光电科技股份有 限公司（以下简称"公司"）的委托，指派本所律师出席公司 2024 年年度股东 大会（以下简称"本次股东大会"）进行法律见证，并依据《中华人民共和国 公司法》（以下简称《公司法》）、《中华人民共和国证券法》（以下简称 《证券法》）、《上市 ...