证券代码：688538 证券简称：和辉光电 公告编号：2025-054 上海和辉光电股份有限公司 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一 致。 重要内容提示： | 权益变动方向 | 比例增加□ | 比例减少√ | | --- | --- | --- | | 权益变动前合计比例 | 10.92% | | | 权益变动后合计比例 | 10.00% | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | 否√ | | 是否触发强制要约收购义务 | 是□ | 否√ | 一、信息披露义务人及其一致行动人的基本信息 1、身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | √其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适 | | | 用于无控股股东、实际控制人） | | | □其他______________（请注明） | 2、信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | 上海 ...

Core Viewpoint - The company, Hehui Optoelectronics (688538.SH), has received a report regarding a change in equity from its significant shareholder, the Integrated Circuit Fund, indicating a reduction in shareholding [1] Summary by Categories Shareholding Changes - As of November 11, 2025, the Integrated Circuit Fund and its concerted party, Kechuang Investment, have cumulatively reduced their holdings by 128 million shares, representing approximately 0.92% of the company's total share capital [1] - The shareholding percentage of the Integrated Circuit Fund has decreased from 10.92% to 10.00%, touching the 5% threshold [1]

Group 1 - The core transaction on November 11 involved a block trade of 1.7165 million shares of Hehui Optoelectronics-U, with a transaction value of 4.8233 million yuan, at a price of 2.81 yuan, which represents a discount of 0.71% compared to the closing price of the day [2][3] - Over the past three months, Hehui Optoelectronics-U has recorded a total of 22 block trades, amounting to a cumulative transaction value of 444.5 million yuan [2] - The closing price of Hehui Optoelectronics-U on the day of the transaction was 2.83 yuan, reflecting a decline of 1.05%, with a turnover rate of 2.11% and a total trading volume of 346 million yuan [2] Group 2 - The latest margin financing balance for Hehui Optoelectronics-U is 552 million yuan, which has increased by 16.2474 million yuan over the past five days, representing a growth rate of 3.03% [3] - Hehui Optoelectronics Co., Ltd. was established on October 29, 2012, with a registered capital of 1,380,943,762.5 yuan [3]

Group 1 - The core transaction involved Hehui Optoelectronics, with a total of 1.7165 million shares traded on November 11, resulting in a transaction value of 4.8233 million yuan, which accounted for 1.37% of the total trading volume for that day [1][2] - The transaction price was 2.81 yuan per share, representing a discount of 0.71% compared to the market closing price of 2.83 yuan [1][2]

Group 1 - The core point of the news is that Hehui Optoelectronics-U conducted two block trades on November 10, totaling 28 million shares with a transaction amount of 79.24 million yuan, at a price of 2.83 yuan, which represents a discount of 1.05% compared to the closing price of the day [2][3] - In the last three months, Hehui Optoelectronics-U has recorded a total of 21 block trades, with a cumulative transaction amount of 440 million yuan [2] - The closing price of Hehui Optoelectronics-U on the day of the report was 2.86 yuan, reflecting an increase of 2.14%, with a daily turnover rate of 3.23% and a total transaction amount of 535 million yuan [2] Group 2 - The latest margin financing balance for Hehui Optoelectronics-U is 561 million yuan, which has increased by 28.88 million yuan over the past five days, representing a growth rate of 5.43% [3] - The company, Shanghai Hehui Optoelectronics Co., Ltd., was established on October 29, 2012, with a registered capital of 1,380,943,762.5 yuan [3] - The block trade details include a transaction volume of 17 million shares for 48.11 million yuan and 11 million shares for 31.13 million yuan, both at a price of 2.83 yuan [3]

Group 1 - On November 10, Hehui Optoelectronics executed a block trade of 28 million shares, with a transaction amount of 79.24 million yuan, accounting for 12.9% of the total transaction volume for the day [1] - The transaction price was 2.83 yuan, which represents a discount of 1.05% compared to the market closing price of 2.86 yuan [1] Group 2 - The block trade involved multiple buying departments, with one department purchasing 17 million shares for a total of 48.11 million yuan, and another department acquiring 11 million shares for 31.13 million yuan [2]

Group 1 - The core point of the news is that Hehui Optoelectronics-U experienced significant trading activity on November 7, with a total transaction volume of 26 million shares and a transaction amount of 72.02 million yuan, at a price of 2.77 yuan, reflecting a discount of 1.07% compared to the closing price [2][3] - In the last three months, Hehui Optoelectronics-U has recorded a total of 19 block trades, amounting to 361 million yuan [2] - The closing price of Hehui Optoelectronics-U on the day of the report was 2.80 yuan, which represents an increase of 5.26%, with a daily turnover rate of 3.59% and a total transaction amount of 580 million yuan [2] Group 2 - The latest margin financing balance for Hehui Optoelectronics-U is 529 million yuan, with an increase of 8.85 million yuan over the past five days, reflecting a growth rate of 1.70% [3] - The company, Shanghai Hehui Optoelectronics Co., Ltd., was established on October 29, 2012, with a registered capital of 1.3809437625 billion yuan [3] - The block trade details on November 7 include two transactions: one for 15 million shares at 4.155 million yuan and another for 11 million shares at 3.047 million yuan, both at a price of 2.77 yuan [3]

Core Insights - Hehui Optoelectronics experienced a stock price increase of 5.26%, closing at 2.80 yuan on November 7 [1] - The company had two significant block trades totaling 26 million shares, with a total transaction value of 72.02 million yuan [1] Trading Activity - The first block trade occurred at a price of 2.77 yuan for 11 million shares, amounting to 30.47 million yuan, with a premium rate of -1.07% [1] - The second block trade also occurred at 2.77 yuan for 15 million shares, totaling 41.55 million yuan, with the same premium rate of -1.07% [1] - Over the past three months, Hehui Optoelectronics has recorded 19 block trades with a cumulative transaction value of 361 million yuan [1] Recent Performance - In the last five trading days, the stock has increased by 2.94%, with a net inflow of main funds amounting to 2.26 million yuan [1]

Market Overview - The optical and optoelectronic sector experienced a slight increase of 0.0% on November 7, with Qianzhao Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Stock Performance - Qianzhao Optoelectronics (300102) saw a significant rise of 20.03%, closing at 14.56 with a trading volume of 1.2335 million shares and a transaction value of 1.693 billion [1] - Tianlu Technology (301045) increased by 9.53%, closing at 30.91 with a trading volume of 108,600 shares and a transaction value of 339 million [1] - Hehui Optoelectronics (688538) rose by 5.26%, closing at 2.80 with a trading volume of 2.0661 million shares and a transaction value of 580 million [1] - Other notable performers include Huichuangda (300909) with a 4.35% increase and Jingcan Optoelectronics (300708) with a 3.54% increase [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 121 million from institutional investors, while retail investors contributed a net inflow of 191 million [2] - The main stocks with significant capital flow include Qianzhao Optoelectronics, which had a net inflow of 432 million from institutional investors but a net outflow of 227 million from speculative funds [3] - Other stocks like BOE Technology Group (000725) and Sanan Optoelectronics (600703) also experienced mixed capital flows, with institutional inflows but outflows from retail and speculative investors [3]

Group 1 - The core point of the news is that Hehui Optoelectronics experienced a stock price increase of 5.64%, reaching 2.81 CNY per share, with a trading volume of 170 million CNY and a turnover rate of 1.09%, resulting in a total market capitalization of 38.805 billion CNY [1] - Hehui Optoelectronics, established on October 29, 2012, focuses on the research, production, and sales of small to medium-sized AMOLED semiconductor display panels, with 97.16% of its revenue coming from this segment and 2.84% from other sources [1] Group 2 - The top circulating shareholder of Hehui Optoelectronics includes a fund under ICBC Credit Suisse, which reduced its holdings in the Sci-Tech Innovation ETF (588050) by 10.1242 million shares in the third quarter, now holding 31.8988 million shares, representing 0.55% of the circulating shares [2] - The Sci-Tech Innovation ETF (588050) was established on September 28, 2020, with a latest scale of 12.298 billion CNY, achieving a year-to-date return of 44.92% and a one-year return of 43.56% [2]