海目星激光科技集团股份有限公司拟开展外汇套期保值业务，旨在规避汇率波动对经营业绩的不利影 响。公司及控股子公司预计在12个月内，动用交易保证金和权利金上限不超过3亿元人民币，任一交易 日持有的最高合约价值不超过10亿元人民币，资金来源为自有资金。交易方式包括远期结售汇、外汇掉 期、外汇期权等，交易对手为具备资质的金融机构。授权期限为股东会审议通过之日起12个月，额度可 循环使用，由董事长及管理层在授权范围内决策并签署文件。 2月10日海目星现7笔大宗交易，机构净买入704.36万元。 股本股东变化 2月10日海目星发布公告《海目星:关于实际控制人及其一致行动人权益变动触及1%刻度的提示性公 告》，其股东泰安海合恒辉二号投资合伙企业(有限合伙)于2025年12月23日至2026年2月10日间合计减 持157.2万股，占公司目前总股本的0.6345%，变动期间该股股价上涨30.08%，截止2月10日收盘报57.6 元。 公司公告汇总 截至2026年2月13日收盘，海目星（688559）报收于57.41元，较上周的56.42元上涨1.75%。本周，海目 星2月9日盘中最高价报59.3元。2月11日盘中最低价报56. ...

在锂电池制造迈向高效化、精密化的进程中，有一家以激光技术为核心的装备企业，用十年 时间将激光制片速度 从 量产 28 米 / 分钟提升至实验室的 200 米 / 分钟 ，实现了近十倍 的效率飞跃 ——海目星激光。 "激光设备是实现国产超越中最典型的代表。"对话中，海目星激光董事长兼总经理赵盛宇如 此认为。 从 201 5 年携手 宁德时代，用两个半月攻克极耳切割工艺，到 2020 年将无极耳装备出口 至美国， 海目星走通了一条以技术颠覆实现国产化超越的成功路径。赵盛宇表示"海目星只 是中国锂电装备的一个缩影，那绝对不是全部。" 面对下一代固态电池的竞争，赵盛宇指出， "微纳化、半导体化是解决固 - 固界面和稳定 性的有效路径" ，而跨界技术应用正是推动行业进步的有效手段。 与此同时，海目星已在 AI 与智能制造上全面布局——"今年开工第一天，我们开的第一个会 就是关于 AI 在公司大规模落地。 "赵盛宇透露。 从工艺突破、效率革命到智造升级，海目星的出海逻辑始终建立在系统化能力之上。 "再难 再苦，也不能害客户。"赵盛宇强调，能力未建设好前，绝不轻易承接大规模订单。 正是这种对客户负责的战略定力，推动海目星在 ...

经济观察网 海目星2025年第四季度单季归母净利润实现0.03-0.63亿元，成功扭亏，标志业绩触底回 升。2025年三季报显示前三季度营收27.04亿元，同比下降25.47%。 根据和讯网报道，券商预测海目星随着锂电行业复苏和新赛道布局，2026-2027年归母净利润有望达到 4-5亿元、8-10亿元，公司处于业绩修复与估值提升的双重通道。机构评级方面，近期有机构给出买入 评级，目标均价为88.22元。 股票近期走势 近一周股价波动明显，2月9日上涨2.46%至57.81元，2月10日下跌0.36%至57.6元，2月11日下跌1.82%至 56.55元，2月12日上涨2.21%至57.8元。截至2026年2月13日最新数据，股价报57.35元，当日下跌 0.78%。资金流向方面，2月10日和11日主力资金连续净流出，分别净流出1159.93万元和932.6万元。融 资融券余额近期呈下降趋势。 近期事件 公司股东泰安海合在2025年12月23日至2026年2月10日期间累计减持157.2万股，权益变动触及1%刻 度。此外，公司将于2026年2月25日召开临时股东会，审议外汇套期保值业务议案。 以上内容基于公开 ...

海目星激光科技集团股份有限公司 2026 年第一次临时股东会会议资料 海目星激光科技集团股份有限公司 2026 年第一次临时股东会 会议资料 二〇二六年二月 海目星激光科技集团股份有限公司 2026 年第一次临时股东会会议资料 海目星激光科技集团股份有限公司 目录 | 海目星激光科技集团股份有限公司 2026 年第一次临时股东会会议须知 | 1 | | --- | --- | | 海目星激光科技集团股份有限公司 年第一次临时股东会会议议程 2026 | 3 | | 议案一：关于开展外汇套期保值业务的议案 4 | | 海目星激光科技集团股份有限公司 2026 年第一次临时股东会会议资料 2026 年第一次临时股东会会议须知 各位股东及股东代表： 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证会 议的顺利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》、中 国证券监督管理委员会《上市公司股东会规则》以及《海目星激光科技集团股份 有限公司章程》《海目星激光科技集团股份有限公司股东会议事规则》的相关规 定，特制定2026年第一次临时股东会会议须知： 一、为确认出席股东会的股东或其代理人或其 ...

Core Viewpoint - The company has achieved a significant milestone by successfully developing a 12-inch silicon carbide (SiC) single crystal ingot, demonstrating full autonomy in the technology chain for 6, 8, and 12-inch crystal growth [1][9]. Group 1: Technological Advancements - The company has controlled the defect rate of the 8-inch SiC crystal growth process to a stable value and has now made breakthroughs in 12-inch crystal growth technology [1][9]. - By enhancing thermal field lifespan and reducing power consumption, the company has significantly lowered the cost of crystal growth [3][11]. - The successful development of the 12-inch ingot involved overcoming complex internal thermal gradients and radial temperature fields, ensuring high-quality SiC single crystal production [5][13]. Group 2: Strategic Focus - The company is focusing on addressing core challenges in crystal growth and substrate processing to break through technological barriers and build core competitiveness through continuous innovation [7][15]. - The company aims to drive sustainable development by leveraging its technological innovations and industrial advancements [15]. Group 3: Company Overview - Shenzhen Haimeixin Microelectronics Equipment Technology Co., Ltd. was established in March 2021 and is a subsidiary of Haimeixing Laser [8][16]. - The company has a strategic layout with a headquarters in Shenzhen and production bases in Chengdu and Jiangxi, covering 14,000 square meters for efficient equipment mass production [16]. - The company operates in four core areas: ultra-fast laser equipment for display panels, micron-level lithography equipment, third-generation semiconductor (SiC) equipment, and other laser equipment [16].

Shareholder Reductions - Liu Xiaoying of Huason Pharmaceutical plans to reduce holdings by no more than 3% [1] - Dazi Yintai of Wushang Group plans to reduce holdings by no more than 3% [1] - The controlling shareholder of Runbei Hangke intends to collectively reduce holdings by no more than 3% [1] - Zhao Dongri of Rike Chemical plans to reduce holdings by no more than 3% [1] - Guo Yongfang of Guotou Intelligent plans to reduce holdings by 859.47 million shares [1] - Liu Chengyan, a director of Wangsu Technology, plans to reduce holdings by no more than 1.07% [1] - Dashu Chengzhang of Guoke Tiancai plans to reduce holdings by no more than 3% [1] - Sun Wenqiang, chairman of Haitai Technology, plans to reduce holdings by no more than 3% [1] - Baolifeng of Magu Technology plans to reduce holdings by no more than 214.96 million shares [1] - Zhang Mingyuan of Shunna Co., Ltd. plans to reduce holdings by no more than 1% [1] - Hengdian Holdings plans to reduce 964.40 million shares of Hengdian East Magnetic [1] - Tai'an Hahe has cumulatively reduced 157.2 million shares of Haimeixing [1] - The National Integrated Circuit Fund has reduced 1.08% of Yandong Micro's shares [1] Other Developments - ST Xinhua Jin faces potential suspension risk as the deadline for fund occupation rectification approaches [1] - Minglida has terminated the investment in the construction of the Zhaoqing new energy key component intelligent manufacturing project [1]

Core Viewpoint - The company, HaiMuxing, announced a reduction in shareholding by its actual controller Zhao Shengyu and his concerted party, Tai'an Haihe Henghui No. 2 Investment Partnership, through centralized bidding and block trading from December 23, 2025, to February 10, 2026, resulting in a decrease in shareholding from 27.55% to 26.92% [1] Summary by Category - **Shareholding Reduction** - The actual controller Zhao Shengyu and his concerted party reduced their holdings by 1,572,000 shares [1] - The shareholding percentage decreased from 27.55% to 26.92% [1]

Core Insights - The company is undergoing a significant transformation from a cyclical downturn to multi-faceted growth, driven by its strong technological foundation and forward-looking strategic positioning [1][12] - The increasing demand for efficient thermal management solutions in the context of AI device proliferation and data center computing power is a key focus area for the company [1][12] Thermal Management Solutions - The company has deeply engaged in the precision manufacturing chain of ultra-thin VC (Vapor Chamber) heat spreaders, which are essential for high-end mobile devices, utilizing advanced laser processing techniques [1][7] - The company's laser equipment has successfully adapted to the extreme manufacturing requirements of 0.3mm ultra-thin VC boards, ensuring product reliability and performance, marking its entry into the global top-tier consumer electronics supply chain [1][8] - For high heat flux data centers and computing chips, the company offers a forward-looking "VC + liquid cooling" hybrid thermal management solution, with its laser processing equipment for liquid-cooled microchannel covers achieving significant orders and shipments [1][10] Next-Generation Materials - The company is targeting the advanced thermal material market, specifically low-temperature deposited diamond films, addressing the precision processing challenges and achieving high accuracy with low thermal damage [2][8] - This development is expected to accelerate the transition of diamond thermal management technology from laboratory settings to large-scale applications, supported by long-term collaborations with North American tech giants and leading electronic manufacturing service providers [2][8] Financial Performance and Growth - The company anticipates a pivotal operational turning point in 2025, projecting a net profit attributable to shareholders of between 2.518 million and 62.52 million yuan for Q4 2025, representing a year-on-year growth of 100.76% to 118.92% [2][10] - The company has successfully turned a profit in Q4, benefiting from a surge in global energy storage demand and a healthy recovery in the power battery industry, leading to a new cycle of equipment investment [10][12] Strategic Partnerships and Market Position - The company has established deep ties with leading battery manufacturers such as CATL and Zhongxin Innovation, with new order amounts expected to exceed 10 billion yuan in 2025, setting a historical high [10][11] - The company is also expanding into new growth areas, including space photovoltaics and all-solid-state batteries, having secured the first commercial mass production order in the industry [10][11] Technological Expansion - The company is making strides in the semiconductor equipment sector, having successfully secured orders for high-precision laser drilling equipment, entering a market with significant import substitution potential [10][11] - The company's laser precision processing technology is also making inroads into the medical and precision manufacturing sectors, with reports of imminent orders from major North American clients [11][12] Long-Term Vision - Overall, the company's transformation is not merely a cyclical recovery but a systemic leap based on its core technological capabilities, positioning it for robust growth amid technological iterations and industrial upgrades [12]

证券代码：688559 证券简称：海目星 公告编号：2026-007 海目星激光科技集团股份有限公司 关于实际控制人及其一致行动人权益变动触及 1%刻度的 提示性公告 公司实际控制人赵盛宇先生及其一致行动人南京盛世海康创业投资合伙企业（有限合伙）、盐 城海合恒辉一号创业投资合伙企业（有限合伙）、泰安海合恒辉二号投资合伙企业（有限合伙）保 证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 二、权益变动触及 1%刻度的基本情况 海目星激光科技集团股份有限公司（以下简称"公司"）于 2026 年 2 月 10 日收到 股东泰安海合恒辉二号投资合伙企业（有限合伙）（以下简称"泰安海合"）出具的《关 于权益变动比例触及 1%刻度的告知函》。2025 年 12 月 23 日至 2026 年 2 月 10 日期间， 泰安海合通过集中竞价方式和大宗交易方式累计减持公司股份 1,572,000 股，持有公司 股份数量由 12,234,000 股变动至 10,662,000 股，导致泰安海合及其一致行动人占公司总 股本的比例由 27.55%减少至 26.92%，权益变动触及 1%刻度，具体情况如下： 本 ...

Core Viewpoint - The company, HaiMuxing (688559.SH), reported a significant change in shareholding by its shareholder, Tai'an Haihe Henghui No. 2 Investment Partnership, which has reduced its stake in the company, impacting the overall shareholding structure [1] Summary by Relevant Sections - **Shareholder Activity** - Tai'an Haihe reduced its shareholding by 1,572,000 shares from 12,234,000 shares to 10,662,000 shares between December 23, 2025, and February 10, 2026 [1] - This reduction led to a decrease in the shareholding percentage from 27.55% to 26.92% [1]