茂莱光学公告，第三季度营收为1.84亿元，同比增长37.27%；净利润为1293.59万元，同比增长 45.03%。前三季度营收为5.03亿元，同比增长34.05%；净利润为4569.14万元，同比增长86.57%。 ...

Core Insights - The optical and optoelectronic sector experienced a slight increase of 0.01% on October 29, with Gobi Jia leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Gobi Jia (code: 920438) saw a significant rise of 15.40%, closing at 44.88 with a trading volume of 115,100 shares and a transaction value of 483 million [1] - Weida Optoelectronics (code: 920001) increased by 5.80%, closing at 22.25 with a trading volume of 26,200 shares [1] - ST Hengjiu (code: 002808) rose by 5.05%, closing at 5.82 with a trading volume of 141,900 shares [1] - Wavelength Optoelectronics (code: 301421) increased by 4.86%, closing at 106.97 with a trading volume of 107,000 shares and a transaction value of 1.126 billion [1] - Tengjing Technology (code: 688195) rose by 4.75%, closing at 133.03 with a trading volume of 110,000 shares and a transaction value of 1.421 billion [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 489 million from institutional investors and 203 million from retail investors, while retail investors had a net inflow of 692 million [2] - The capital flow data indicates that major stocks like Fuzheng Technology (code: 002222) experienced a net outflow of 1.03 billion from institutional investors [3] - Water Crystal Optoelectronics (code: 002273) had a net inflow of 95.36 million from institutional investors, while also seeing a net outflow of 1.19 billion from speculative funds [3]

Core Viewpoint - Nanjing Maolai Optical Technology Co., Ltd. will hold a Q3 2025 earnings presentation on November 3, 2025, to discuss its operational results and financial status with investors [2][3][5]. Group 1: Earnings Presentation Details - The earnings presentation will take place on November 3, 2025, from 11:00 to 12:00 [5][6]. - The event will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [3][5]. - Investors can submit questions from October 27 to October 31, 2025, through the Roadshow Center or via the company's email [2][7]. Group 2: Participation Information - Participants will include the CEO, Secretary of the Board, Chief Financial Officer, and an Independent Director [6]. - Investors can access the presentation online at the Shanghai Stock Exchange Roadshow Center website [4][5]. - After the presentation, investors can review the event's key content on the Roadshow Center [7].

证券代码：688502 证券简称：茂莱光学 公告编号：2025-073 南京茂莱光学科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 南京茂莱光学科技股份有限公司（以下简称"公司"）将于 2025 年 10 月 31 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 03 日（星期一） 11:00-12:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 会议召开时间：2025 年 11 月 03 日（星期一）11:00-12:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 ...

Core Insights - The optical and optoelectronic sector experienced a rise of 1.05% on October 24, with Chenfeng Technology leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Chenfeng Technology (603685) closed at 21.12, up 10.00% with a trading volume of 86,700 shares and a turnover of 175 million yuan [1] - Dongtian Micro (301183) closed at 101.10, up 8.42% with a trading volume of 113,300 shares [1] - Tianshan Electronics (301379) closed at 31.67, up 6.70% with a trading volume of 199,600 shares [1] - Other notable performers include Sudavige (300331) up 5.48% and Huichuangda (300909) up 5.46% [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 466 million yuan from institutional investors and 155 million yuan from retail investors, while retail investors had a net inflow of 621 million yuan [2] - The capital flow data indicates a mixed sentiment among different investor types within the sector [2] Individual Stock Capital Flow - Crystal Optoelectronics (002273) experienced a net outflow of 74.89 million yuan from institutional investors [3] - Wave Length Optoelectronics (301421) had a net inflow of 44.73 million yuan from institutional investors [3] - Sudavige (300331) saw a net inflow of 41.19 million yuan from institutional investors [3]

Market Performance - The photolithography concept sector declined by 2.47%, ranking among the top losers in the market, with major declines from companies like United Chemical (down 20%), Maolai Optical, and Nanjing Chemical Fiber [1] - Among the concept stocks, only five saw price increases, with Zhongrun Optical, Zhongguang Lightning Protection, and Juguang Technology rising by 5.32%, 4.25%, and 0.87% respectively [1][3] Capital Flow - The photolithography concept sector experienced a net outflow of 1.239 billion yuan, with 37 stocks seeing net outflows, and five stocks exceeding 100 million yuan in outflows [1] - The stock with the highest net outflow was Xinlai Material, with a net outflow of 222.94 million yuan, followed by United Chemical, Kaimete Gas, and Zhangjiang Hi-Tech with net outflows of 170.13 million yuan, 162.39 million yuan, and 150.41 million yuan respectively [1][2] Top Gainers and Losers - The top gainers in the photolithography concept included Zhongrun Optical (up 5.32%), Zhongguang Lightning Protection (up 4.25%), and Juguang Technology (up 0.87%) [1][3] - The top losers included United Chemical (down 20%), Maolai Optical (down 6.38%), and Nanjing Chemical Fiber (down 6.19%) [1][2]

Core Insights - The optical optoelectronics sector experienced a decline of 1.32% on October 16, with Maolai Optics leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance Summary - Jiuliang Co. (300808) saw a significant increase of 6.18%, closing at 30.22 with a trading volume of 67,400 shares and a transaction value of 207 million yuan [1] - Huichuangda (300909) rose by 3.93%, closing at 34.38 with a trading volume of 86,700 shares and a transaction value of 298.6 million yuan [1] - Chengfeng Technology (603685) increased by 3.21%, closing at 17.71 with a trading volume of 62,300 shares and a transaction value of 110 million yuan [1] - Conversely, Chenglai Optics (688502) fell by 6.38%, closing at 369.03 with a trading volume of 16,000 shares and a transaction value of 608 million yuan [2] - Deep Textile A (000045) decreased by 6.29%, closing at 13.71 with a trading volume of 510,700 shares and a transaction value of 713 million yuan [2] Capital Flow Analysis - The optical optoelectronics sector saw a net outflow of 1.363 billion yuan from institutional investors, while retail investors experienced a net inflow of 683 million yuan [2] - Major stocks like Wanrun Technology (002654) had a net inflow of 70.27 million yuan from institutional investors, but a net outflow of 94.70 million yuan from retail investors [3] - Tian Shan Electronics (301379) recorded a net inflow of 29.00 million yuan from institutional investors, but also faced a net outflow of 31.39 million yuan from retail investors [3]

Core Viewpoint - Maolai Optical experienced a decline of 5.09% on October 16, with a stock price of 374.10 CNY per share and a trading volume of 386 million CNY, resulting in a total market capitalization of 19.752 billion CNY [1] Company Overview - Nanjing Maolai Optical Technology Co., Ltd. was established on August 24, 1999, and went public on March 9, 2023. The company specializes in the research, design, manufacturing, and sales of precision optical devices, high-end optical lenses, and advanced optical systems [1] - The revenue composition of Maolai Optical is as follows: optical devices 44.03%, optical lenses 28.34%, optical systems 27.00%, services 0.61%, and others 0.03% [1] Shareholder Information - Among the top ten circulating shareholders of Maolai Optical, a fund under Debon Fund holds a position. The Debon Semiconductor Industry Mixed Initiation A (014319) reduced its holdings by 166,200 shares in Q2, now holding 277,100 shares, which accounts for 1.65% of the circulating shares. The estimated floating loss today is approximately 5.5638 million CNY [2] - The Debon Semiconductor Industry Mixed Initiation A (014319) was established on December 28, 2021, with a current scale of 358 million CNY. Year-to-date returns are 71.38%, ranking 227 out of 8161 in its category; one-year returns are 79.58%, ranking 218 out of 8021; and since inception, returns are 85.18% [2]

Core Points - The average stock price of the Sci-Tech Innovation Board is 41.13 yuan, with 70 stocks priced over 100 yuan, and the highest priced stock is Cambrian-U at 1242.00 yuan, which increased by 3.85% [1] - A total of 469 stocks on the Sci-Tech Innovation Board rose today, while 111 stocks fell, with the average increase for stocks over 100 yuan being 2.14% [1] - The average premium of stocks over their issue price for those priced over 100 yuan is 410.74%, with Cambrian-U, Anji Technology, and Haibo Sichuang leading in premium rates [1] Stock Performance - Cambrian-U closed at 1242.00 yuan, up 3.85%, followed by GuoDun Quantum at 414.90 yuan and MaoLai Optics at 394.18 yuan [2] - Among the stocks priced over 100 yuan, 52 stocks increased, with the highest gainers being Pinming Technology, Hexin Instruments, and Yunlu Co., while 18 stocks decreased, with the largest declines seen in Zhongke Feimeasure, SiTewei, and Kaipu Cloud [1][2] - The top three stocks by net inflow of funds today were Haiguang Information, Kingsoft Office, and Dongxin Co., with net inflows of 71804.43 million yuan, 27993.86 million yuan, and 26443.90 million yuan respectively [2] Financing and Margin Trading - The total margin balance for stocks priced over 100 yuan is 920.46 billion yuan, with the highest balances in Zhongke International, Cambrian-U, and Haiguang Information [2] - The total short selling balance is 4.47 billion yuan, with the highest short selling balances in Haiguang Information, Zhongke International, and Lanqi Technology [2] Industry Distribution - The stocks priced over 100 yuan are concentrated in the electronics, pharmaceutical, and computer industries, with 36, 10, and 10 stocks respectively [1]

Group 1 - The core point of the article is that Maolai Optical (688502) has changed the status of its public offering of convertible bonds to "submitted for registration" [1] - The company plans to issue convertible bonds to unspecified investors, with an expected fundraising amount of 581 million yuan [1] - The underwriting institution for this issuance is China International Capital Corporation [1]