| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) | 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-16 | 和辉光电 | 688238 | 2.62 | 1637.5 | 625 | 机构专用 | 国泰海通证券股份 | | | 2025-12-16 | 和辉光电 | 688238 | 2.62 | 1637.5 | 625 | 为营证套整合氢限 250 | 国泰海通证券股份 | | 12月16日，和辉光电大宗交易成交1250万股，成交额3275万元，占当日总成交额的19.7%，成交价2.62元，较市场收盘价2.64元折价0.76%。 ...

来源：新浪证券-红岸工作室 截至9月30日，和辉光电股东户数11.60万，较上期减少0.61%；人均流通股49579股，较上期增加 0.61%。2025年1月-9月，和辉光电实现营业收入40.02亿元，同比增长8.25%；归母净利润-13.70亿元， 同比增长22.28%。 机构持仓方面，截止2025年9月30日，和辉光电十大流通股东中，易方达上证科创板50ETF（588080） 位居第三大流通股东，持股2.00亿股，相比上期减少2912.21万股。华夏上证科创板50成份ETF （588000）位居第四大流通股东，持股1.95亿股，相比上期减少9892.99万股。香港中央结算有限公司位 居第五大流通股东，持股1.51亿股，相比上期增加2261.40万股。南方中证500ETF（510500）位居第六 大流通股东，持股8045.01万股，相比上期减少166.08万股。科创ETF（588050）位居第九大流通股东， 持股3189.88万股，相比上期减少1012.42万股。 融资方面，和辉光电当日融资买入734.75万元。当前融资余额5.46亿元，占流通市值的3.57%，融资余 额超过近一年80%分位水平，处于高位。 ...

据天眼查APP显示，上海和辉光电股份有限公司成立于2012年10月29日，注册资本1380943.7625万人民 币。（数据宝） 11月28日和辉光电-U大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 1100.00 | 2992.00 | 2.72 | -1.09 | 中信证券股份有限公 | 国泰海通证券股份有限公司上海 | | | | | | 司总部(非营业场所) | 静安区北京西路证券营业部 | | 1000.00 | 2720.00 | 2.72 | -1.09 | 方正证券股份有限公 | 国泰海通证券股份有限公司上海 | | | | | | 司总部 | 静安区北京西路证券营业部 | （文章来源：证券时报网） 和辉光电-U11月28日大宗交易平台共发生2笔成交，合计成交量2100.00万股，成交金额5712.00万元。 成交价格均为2.72元，相对今日收盘价折价1 ...

Group 1 - The core transaction involved Hehui Optoelectronics, with a block trade of 21 million shares, amounting to 57.12 million yuan, which accounted for 18.68% of the total trading volume on that day [1] - The transaction price was 2.72 yuan per share, representing a discount of 1.09% compared to the market closing price of 2.75 yuan [1] Group 2 - The trading date for the transaction was November 28, 2025, and the stock code for Hehui Optoelectronics is 688538 [2] - The total transaction volume was 21 million shares, with a total transaction amount of 57.12 million yuan [2]

Group 1 - The core point of the news is that Hehui Optoelectronics experienced a decline in stock price and significant changes in financing and margin trading activities on November 21, with a net financing outflow of 4.83 million yuan [1] - As of November 21, the total balance of margin trading for Hehui Optoelectronics was 553 million yuan, with a financing balance of 544 million yuan, accounting for 3.63% of the circulating market value, indicating a high level compared to the past year [1] - The company specializes in the research, production, and sales of small and medium-sized AMOLED semiconductor display panels, with 97.16% of its revenue coming from this core business [1] Group 2 - As of September 30, Hehui Optoelectronics reported a revenue of 4 billion yuan for the first nine months of 2025, representing a year-on-year growth of 8.25%, while the net profit attributable to shareholders was -1.37 billion yuan, showing a year-on-year increase of 22.28% [2] - The number of shareholders decreased by 0.61% to 116,000, while the average circulating shares per person increased by 0.61% to 49,579 shares [2] - Major institutional shareholders have reduced their holdings, with notable decreases from E Fund and Huaxia ETFs, while Hong Kong Central Clearing Limited increased its holdings by 22.61 million shares [2]

Core Insights - The resignation of Hao Haiyan, the R&D Deputy Director of Hehui Optoelectronics, has been announced due to personal reasons, and the company has appointed Zhu Qifeng and Ma Shaodong as core technical personnel to strengthen the technical team [2][4] Company Developments - Hao Haiyan had extensive experience in the OLED display field and was involved in key technology projects, including the technical iteration of large-sized panels, with some of his work transitioning to mass production before his departure [4] - The company has experienced a turnover of core technical personnel, with Lin Xinzhi leaving earlier this year, marking the exit of two key team members within a year [4] - Hehui Optoelectronics reported a total operating revenue of 4.002 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 8.25%, but still recorded a net loss attributable to shareholders of 1.37 billion yuan [4] - The company has been in a continuous loss state since 2019, now spanning seven years [4] - In response to operational pressures, Hehui Optoelectronics is shifting its focus towards large-sized products, with growth in product shipments in areas such as tablets/laptops and automotive displays [4] - The company has submitted a new listing application to the Hong Kong Stock Exchange in October to alleviate financial pressures and support the enhancement of high-end AMOLED panel production capacity [4]

Core Points - The core technology personnel, Ms. Hao Haiyan, has resigned for personal reasons and has completed her departure procedures. She will no longer hold any position in the company [2][3] - The company assures that Ms. Hao's departure will not affect the integrity of its core technology, production operations, core competitiveness, business development, or product innovation [2][12] - The company has recognized Mr. Zhu Qifeng and Mr. Ma Shaodong as new core technology personnel based on their qualifications and contributions to the company's R&D needs [2][9] Details of Departure - Ms. Hao Haiyan, born in 1972, holds a PhD in electronics from Xi'an Jiaotong University and has held various positions in academia and industry before joining the company in 2018 [4] - During her tenure, Ms. Hao participated in the application of patents, all of which are company-owned and do not involve any disputes [5] - The company has confirmed that there are no violations of confidentiality agreements or commitments by Ms. Hao following her departure [6][7] New Core Technology Personnel - Mr. Zhu Qifeng, born in 1978, has extensive experience in engineering and has held multiple positions within the company since 2012, currently serving as the General Manager of the second-phase product line [10] - Mr. Ma Shaodong, born in 1985, holds a PhD and has been with the company since 2013, currently serving as the R&D Director [11] Impact on the Company - The company has established a comprehensive core technology system and a skilled technical team focused on AMOLED semiconductor display panel R&D, with a total of 1,305 technical personnel, of which 350 hold master's degrees or higher [12] - The stability of the core technical team remains intact, with no changes among other core technology personnel, ensuring continued support for future technology development [12][13]

Core Insights - The company announced the resignation of core technical personnel, Vice Minister of R&D, Hao Haiyan, due to personal reasons, effective immediately [1] - The company appointed Zhu Qifeng and Ma Shaodong as new core technical personnel to ensure stability and continuity in the R&D and production management teams [1][3] - The management emphasized that the personnel changes will not adversely affect daily operations or ongoing R&D capabilities [3] Personnel Changes - Hao Haiyan, born in 1972, was a senior engineer with a PhD in electronics from Xi'an Jiaotong University and had significant roles in R&D since joining the company in 2018 [1] - Zhu Qifeng, born in 1978, holds a master's degree in engineering and has extensive experience in production operations and yield management, having joined the company in 2012 [3] - Ma Shaodong, born in 1985, has a PhD in engineering and has been with the company since 2013, currently serving as the R&D Minister [3] Financial Performance - For the first three quarters of 2025, the company reported revenue of approximately 4.002 billion yuan, an increase of 8.25% year-on-year [4] - The net profit attributable to shareholders was a loss of approximately 1.37 billion yuan, with Q3 revenue at 1.332 billion yuan, up 2.25% year-on-year, and a net loss of 530 million yuan [4] - The company faces pressures from industry fluctuations and profitability recovery, with personnel adjustments needing to be evaluated in the context of future operational performance [4]

证券代码：688538 证券简称：和辉光电 公告编号：2025-055 上海和辉光电股份有限公司 关于核心技术人员离职暨新增认定核心技术人员的 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： 上海和辉光电股份有限公司（以下简称"公司"）核心技术人员郝海燕女 士因个人原因辞去所任职务，并于近日办理完成离职手续。离职后，郝海燕女士 不再担任公司任何职务。 郝海燕女士所负责的工作已经平稳交接，其离职不会影响公司核心技术 的完整性，不会对公司生产经营带来实质性影响，不会对公司的核心竞争力、业 务发展和产品创新产生重大不利影响。 公司结合朱棋锋、马绍栋先生的任职履历、公司核心技术研发工作需求 及其本人的参与情况等相关因素，新增认定朱棋锋、马绍栋先生为公司核心技术 人员。 一、核心技术人员离职的具体情况 公司核心技术人员郝海燕女士因个人原因辞去所任职务，并于近日办理完成 离职手续。离职后，郝海燕女士不再担任公司任何职务。公司及董事会对郝海燕 女士为公司发展所做出的贡献表示衷心的感谢。 1、核心技术人员的具体情况 ...

Group 1 - The core viewpoint of the articles highlights the growth of the consumer-grade AR/VR glasses market in China, with significant sales increases driven by new product launches and technological advancements [1][2] - CINNO Research reported that in Q3 2025, the sales volume of consumer-grade AR/VR glasses reached 169,000 units, representing a 17% quarter-over-quarter growth and a 57% year-over-year growth [1] - Consumer-grade AR devices were identified as the main growth driver, with sales reaching 130,000 units, marking a 109% year-over-year increase [1] Group 2 - The CSI Consumer Electronics Theme Index (931494) includes 50 listed companies involved in component production and consumer electronics brand design, reflecting the overall performance of the sector [2] - As of October 31, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index accounted for 56.3% of the index, with notable companies including Luxshare Precision, Cambricon, and Industrial Fulian [2] - The Consumer Electronics ETF (561600) closely tracks the CSI Consumer Electronics Theme Index, providing investors with exposure to the performance of the sector [2]