剑桥科技：拟出资4亿元参与设立光器件与芯片产业基金 12月8日晚，剑桥科技(603083)发布公告称，公司拟使用H股募集资金4亿元，受让并增资入伙扬中幸福 家园创业投资合伙企业（有限合伙），交易完成后将持有该基金99.9975%的份额，并将其纳入合并报 表范围。该基金聚焦光器件、芯片及核心IC等硬科技领域，主要投资初创期和成长期企业。 隧道股份：联合体中标64.9亿元河南高速公路特许经营项目 12月8日晚，隧道股份(600820)发布公告称，公司下属五家子公司组成的联合体于12月8日正式中标"辉 县至鄄城（豫鲁界）高速公路辉县至卫辉段项目"特许经营者。项目总投资64.9亿元，采用BOT模式， 合作期33.25年（含建设期3.5年、收费期29.75年），将负责全长50.32公里的四车道高速建设与运营。 宏润建设：中标2.3亿元工程 12月8日晚，宏润建设(002062)发布公告称，公司于近日收到中标通知书，杭州市城市轨道交通18号线 一期工程车站（含区间）设备安装及装修工程I标段项目由公司中标承建，工程中标价2.3亿元。该工程 中标价占公司2024年度营业收入的3.88%。 同仁堂：产品参苓白术散获得加拿大产品 ...

国信证券股份有限公司 关于广东奥普特科技股份有限公司使用暂时闲置募集资金 进行现金管理的核查意见 国信证券股份有限公司（以下简称"保荐机构"）作为广东奥普特科技股份 有限公司（以下简称"奥普特"或"公司"）首次公开发行股票并在科创板上市 的保荐机构，履行持续督导职责，并根据《证券发行上市保荐业务管理办法》《上 市公司募集资金监管规则》《上海证券交易所科创板股票上市规则》等规范性法 律文件的要求，对奥普特使用暂时闲置募集资金进行现金管理的事项进行了认真、 审慎的核查，核查情况及核查意见如下： 一、投资情况概述 （一）投资目的 为进一步规范公司募集资金的使用与管理，在不影响募集资金投资计划正常 进行的前提下，合理利用暂时闲置募集资金进行现金管理，提高募集资金使用效 益。 （二）投资金额 在保证不影响公司募集资金投资计划正常进行的前提下，公司（含全资子公 司奥普特视觉科技（苏州）有限公司）拟使用最高不超过人民币45,000.00万元（含 本数）的闲置募集资金进行现金管理，使用期限自董事会审议通过之日起12个月 之内有效。在前述额度及期限范围内，资金可以循环滚动使用。 （三）资金来源 依据中国证券监督管理委员会出具的 ...

广东奥普特科技股份有限公司 关于向银行申请综合授信额度的公告 本公司及董事会全体成员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。 广东奥普特科技股份有限公司（以下简称"公司"）于 2025 年 12 月 8 日召 开了第四届董事会第三次会议，审议通过了《关于向银行申请综合授信额度的议 案》。现将相关事项公告如下： 为满足公司生产经营和业务发展的需要，公司拟向银行申请总额不超过人民 币 6 亿元的综合授信额度，授信业务包括但不限于人民币/外币贷款、承兑汇票、 保函、信用证、票据贴现等综合业务，具体授信业务品种、额度、期限和利率， 以各方签署的合同为准。该综合授信事项有效期为自董事会审议通过之日起 12 个月，在授信期限内，授信额度可循环使用，可以在不同银行间进行调整。 以上授信额度不等于公司的实际融资金额，实际融资金额应在授信额度内， 并以银行与公司实际发生的融资金额为准，具体融资金额及品种将视公司业务发 展的实际需求来合理确定。 证券代码：688686 证券简称：奥普特 公告编号：2025-050 公司董事会授权总经理或其指定的授权代理人在上 ...

证券代码：688686 证券简称：奥普特 公告编号：2025-049 广东奥普特科技股份有限公司 关于使用暂时闲置募集资金进行现金管理的公告 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： 投资种类：安全性高、流动性好、有保本约定的投资产品（包括但不 限于结构性存款、协定存款、通知存款、定期存款、大额存单、收益凭证等） 投资金额：不超过人民币 45,000.00 万元（含本数） 已履行及拟履行的审议程序：广东奥普特科技股份有限公司（以下简 称"公司"或"奥普特"）于 2025 年 12 月 8 日召开第四届董事会第三次会议， 审议通过了《关于使用暂时闲置募集资金进行现金管理的议案》，以 7 票同意、 0 票反对、0 票弃权的结果审核通过。该事项在董事会审批权限范围内，无需 提交股东会审议，保荐机构国信证券股份有限公司对本事项出具了无异议的 核查意见。 特别风险提示：尽管公司拟投资安全性高、流动性好、有保本约定的 投资产品，但金融市场受宏观经济影响较大，公司将根据经济形势以及金融 市场的变化适时适量介入，但不排除 ...

Group 1 - Foreign institutions have conducted over 9,000 investigations into A-share listed companies this year, signaling a positive outlook on Chinese assets [1] - Prominent foreign institutions such as Point72 and Goldman Sachs lead in the frequency of investigations, focusing primarily on technology innovation and high-end manufacturing [1] - Point72 conducted 255 investigations, ranking first, while other major firms like Goldman Sachs and Citigroup also exceeded 100 investigations [1] Group 2 - The list of A-share companies investigated by foreign institutions indicates a strong recognition of China's economic structural transformation and industrial upgrading, with hard technology and high-end manufacturing as core investment areas [2] - The increase in investigations by top institutions suggests a growing interest in A-shares, potentially leading to a systematic increase in long-term capital allocation towards Chinese assets [2] - As of the end of Q3, northbound capital holdings in A-shares have increased by over 340 billion yuan, reflecting a positive trend in foreign investment [2] Group 3 - The investment outlook for next year remains optimistic, with foreign institutions preparing for investments despite market fluctuations [2] - Chinese technology stocks are seen as having relative valuation advantages, supported by national policies and industry ecosystems, which may enhance foreign investment intentions [2] - The focus on assets with "attack and defense" characteristics, such as precious metals, and sectors expected to maintain high prosperity, like electric equipment and storage due to AI growth, is highlighted for future investment strategies [3]

Group 1 - Foreign institutions have conducted a total of 9,084 investigations into A-share listed companies this year, indicating a positive outlook on Chinese assets [1][4] - Point72 Asset Management leads with 255 investigations, followed by Goldman Sachs with 235, and other notable firms like IGWT Investment and Neuberger Berman also showing significant activity [2][3] - The focus of foreign investigations is primarily on technology innovation and high-end manufacturing, with companies like Huichuan Technology, Mindray Medical, and Optoelectronics attracting the most attention [2][3] Group 2 - The increase in foreign investigations is translating into actual capital allocation, with northbound funds holding A-shares increasing by over 340 billion yuan this year [4] - The proportion of Chinese stocks held by the top 40 global investment institutions has risen to 1.1%, the highest level since the first quarter of 2023 [4] - Foreign institutions are preparing for next year's investments, particularly in technology stocks, which are seen as undervalued and supported by national policies and industry ecosystems [5][6]

Group 1 - Apple Store in Beijing has officially joined the national subsidy program, offering discounts up to 2000 yuan on selected products, such as the iPhone 17 256GB, which is now priced at 5499 yuan after a 500 yuan subsidy [4] - ST Cube may face mandatory delisting due to significant violations, with reported false revenue of approximately 591.58 million yuan for 2021 and 2022, constituting 50.91% of the total reported revenue for those years [4] - WeChat's HKD wallet has launched a donation section to support fire rescue efforts in Tai Po, with no administrative fees deducted from donations, ensuring all funds go directly to charitable organizations [5] Group 2 - New regulations in Beijing require special license plates for delivery and takeaway vehicles, enhancing management of non-motorized vehicles [2] - Lei Jun, founder of Xiaomi, emphasized that all industries should leverage AI for transformation, predicting a new trillion-dollar market through deep integration of AI with traditional industries [2] - Sohu Video plans to restart its American drama procurement, citing severe piracy as a barrier for many platforms [3] Group 3 - Vanke's stock price has dropped to a nearly 10-year low, with a significant decline of 3.66% on November 28, following a downgrade in credit ratings by S&P [3] - Taobao's flash purchase service will expand the cancellation of late fees to 60 cities by December 3, aiming to improve service for delivery riders [3] - The domestic fuel surcharge for flights will increase starting December 5, with fees rising by 10 yuan for flights under 800 kilometers and 20 yuan for longer flights [7] Group 4 - Miniso's global flagship store in Shanghai has achieved sales exceeding 100 million yuan within nine months, marking a record for global stores [7] - Major tech companies are focusing on space, with Google aiming to deploy TPU in space by 2027, while Amazon's founder predicts data centers will move to space in the next 10 to 20 years [8] - A global shortage of storage chips is worsening, with predictions of a 50% price increase by mid-2026 due to rising demand from AI infrastructure [8]

Core Viewpoint - The company plans to launch two drone brands, including its own brand and a panoramic drone brand developed in collaboration with a third party, based on industry development trends and its long-term strategic planning [1] Group 1 - The company is progressing smoothly with the planned drone brand business [1] - The panoramic drone is scheduled to be officially released on December 4, 2025 [1]

Core Viewpoint - The establishment of the "Lunar Micro Exploration Robot Development Project" by YingShi Innovation and XingAo Media aims to enhance space exploration through advanced imaging technology and support from Zhejiang University [1] Group 1: Project Overview - The donation ceremony and prototype launch for the lunar exploration robot project took place at Zhejiang University [1] - YingShi Innovation will provide camera products and technical support for the project [1] Group 2: Technological Contributions - YingShi Innovation plans to apply mature imaging technologies such as extreme environment imaging and real-time stabilization to the project [1] - The company believes that the harsh requirements of space exploration will further drive the iteration of imaging technology [1] Group 3: Company Background - YingShi has extensive experience in aerospace-grade imaging technology, validated through multiple extreme environment tests [1] - Notable achievements include the ONE X camera's launch with China's first reusable rocket in 2019 and the Pro 2 camera's near-space 8K panoramic shooting [1] - In 2023, YingShi collaborated with Yingshi Hurricane to launch a satellite, marking the first time a panoramic camera operated in space without protection [1]

Group 1 - The company, Opt, reported on November 25 that as of September 30, 2025, the total number of shareholders was 7,070 [1]