成都国光电气股份有限公司 募集资金管理制度 （2025 年 10 月修订） 第一章 总则 第一条 为规范成都国光电气股份有限公司（以下简称"公司"）募集资金的 使用与管理，提高募集资金使用效益，切实保护投资者利益，根据《中华人民共 和国证券法》（以下简称《证券法》）、《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》《上海证券交易所科创板上市公司自律监管指 引第 1 号——规范运作》等相关法律法规和规范性文件以及《成都国光电气股份 有限公司章程》（以下简称"《公司章程》"）的规定，结合公司实际情况，制 订本制度。 第二条 本制度所称募集资金是指公司通过发行股票或者其他具有股权性质 的证券，向投资者募集并用于特定用途的资金，但不包括公司实施股权激励计划 募集的资金。 本制度所称超募资金是指实际募集资金净额超过计划募集资金金额的部分。 第三条 募集资金应当专款专用。公司使用募集资金应当符合国家产业政策 和相关法律法规，践行可持续发展理念，履行社会责任，原则上应当用于主营业 务，有利于增强公司竞争能力和创新能力。公司募集资金应当投资于科技创新领 域。 中国证监会及上海证券交易所（以下简称"上交所"） ...

成都国光电气股份有限公司 章 程 中国·成都 二〇二五年十月 | | | | | | 第一章 总则 第一条 为维护成都国光电气股份有限公司（以下简称"公司"或"本公司"）、 股东和债权人的合法权益，规范公司的组织行为，明确公司各利益主体的权利和 义务，根据《中华人民共和国公司法》（以下简称"《公司法》"）及其它有关 法律、法规和规范性文件的规定，制定本章程。 第二条 公司系依照《公司法》及其它有关法律、法规和规范性文件等规定 成立的股份有限公司。 公司注册名称：成都国光电气股份有限公司 英文名称：Guoguang Electric Co.,Ltd.Chengdu. 第三条 公司于 2000 年 10 月经成都市经济体制改革委员会批准，以发起设 立方式设立，在成都市工商行政管理局注册登记，取得营业执照。 第四条 公司于 2021 年 5 月 7 日经上海证券交易所审核通过并于 2021 年 7 月 27 日经中国证券监督管理委员会（以下简称"中国证监会"）作出同意注册 决定，首次向社会公众发行人民币普通股 1,935.4932 万股，于 2021 年 8 月 31 日在上海证券交易所科创板上市。 第五条 公司住 ...

成都国光电气股份有限公司 信息披露管理制度 （2025 年 10 月修订） 第一章 总 则 第一条 为加强对成都国光电气股份有限公司（以下简称"公司"）信息披 露工作的管理，促进公司依法规范运作，保护投资者合法权益，规范公司信息披 露行为，根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华 人民共和国证券法》（以下简称"《证券法》"）、《上市公司信息披露管理办 法》《上市公司信息披露暂缓与豁免管理规定》《上海证券交易所科创板股票上 市规则》（以下简称"《上市规则》"）《上海证券交易所科创板上市公司自律 监管指引第1号——规范运作》等相关法律、行政法规、规范性文件及《成都国 光电气股份有限公司章程》（"《公司章程》"）的规定，结合公司的具体情况， 制定本制度。 第二条 信息披露义务人应当及时依法履行信息披露义务，披露的信息应当 真实、准确、完整，简明清晰、通俗易懂，不得有虚假记载、误导性陈述或者重 大遗漏。 信息披露义务人披露的信息应当同时向所有投资者披露，不得提前向任何单 位和个人泄露。但是，法律、行政法规另有规定的除外。 第七条 公司拟披露的文件，应按照公司信息保密管理制度规定，履行内部 保密审 ...

国光电气公告，第三季度营收为2289.29万元，同比下降77.88%；净利润亏损2774.53万元。前三季度营 收为2.54亿元，同比下降44.16%；净利润亏损4000万元。 ...

证券代码：688776 证券简称：国光电气 公告编号：2025-038 成都国光电气股份有限公司董事会 2025 年 10 月 30 日 附件：欧阳旭峰先生简历 成都国光电气股份有限公司 关于变更持续督导保荐代表人公告 欧阳旭峰，男，硕士研究生学历，现任中信证券股份有限公司投资银行管理 委员会副总裁，保荐代表人。欧阳旭峰先生自从事投资银行业务以来，主要参与 了：普冉半导体科创板 IPO 项目、艾为电子科创板 IPO 项目、国光电气科创板 IPO 项目、泰坦科技科创板 IPO 项目与再融资项目、鸿安机械创业板 IPO 项目、 臻宝科技科创板 IPO 项目等。 本公司董事会及除李泞先生外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。 成都国光电气股份有限公司（以下简称"公司"）于近日收到中信证券股份 有限公司（以下简称"中信证券"）出具的《关于更换保荐代表人的函》。 中信证券作为公司首次公开发行股票并在科创板上市项目的保荐机构，保荐 代表人为赵亮先生和马峥先生，持续督导日期至 2024 年 12 月 31 日，目前存在 未完结事项（募集资 ...

Core Viewpoint - The recent acceleration in China's satellite internet construction is driving significant growth in related stocks, particularly in the satellite ETF sector, with notable increases in stock prices of key companies involved in this industry [2][5][6]. Group 1: Market Performance - The satellite ETF (159206) has risen by 1.89%, with significant gains in constituent stocks such as Aerospace Zhizhuang up over 11% and Guodun Quantum up over 8% [2][3]. - Other stocks showing strong performance include Alliance Electronics, XW Communication, and Guoke Micro, with increases ranging from approximately 5% to 8.5% [3]. Group 2: Industry Developments - China has recently accelerated its satellite internet initiatives, with three successful satellite launches in October, including the sixth batch of the "Thousand Sails Constellation" network [5]. - The successful launch of 12 low-orbit satellites using the Long March 8 rocket and the deployment of 18 satellites in one launch using the Long March 6 rocket highlight advancements in China's satellite capabilities [5]. - The successful launch of the 20th communication technology test satellite marks a significant milestone in satellite communication technology verification [5]. Group 3: Strategic Importance - The recent Fourth Plenary Session emphasized the strategic importance of the aerospace industry, positioning it as a core frontier industry amid international competition [6]. - The recognition of commercial aerospace as a "new growth engine" in the government work report further underscores the industry's elevated status and potential for accelerated development during the 14th Five-Year Plan period [6].

Group 1 - The core point of the news is that Guoguang Electric has seen a stock price increase of 5.81%, reaching 91.01 CNY per share, with a total market capitalization of 9.864 billion CNY [1] - Guoguang Electric, established on October 8, 1981, is located in Chengdu Economic and Technological Development Zone and was listed on August 31, 2021 [1] - The company's main business involves the research, production, and sales of vacuum and microwave application products, with revenue composition as follows: microwave devices 60.90%, nuclear industry equipment and components 29.97%, other civilian products 8.83%, and others 0.30% [1] Group 2 - From the perspective of fund holdings, one fund under the Fuguo Fund has a significant position in Guoguang Electric, specifically Fuguo Jiangxin Growth Mixed A (019347), which held 22,900 shares, accounting for 2.08% of the fund's net value [2] - The fund has achieved a year-to-date return of 84.21%, ranking 155 out of 8,226 in its category, and a one-year return of 94.63%, ranking 84 out of 8,099 [2] - The fund manager, Xu Zhixiang, has been in position for nearly four years, with the fund's total asset size at 4.29 billion CNY and a best return of 114.02% during his tenure [3]

Group 1 - The core point of the article highlights the recent performance of Guoguang Electric, which saw a 5.81% increase in stock price, reaching 91.01 CNY per share, with a trading volume of 217 million CNY and a turnover rate of 2.27%, resulting in a total market capitalization of 9.864 billion CNY [1] - Guoguang Electric, established on October 8, 1981, and listed on August 31, 2021, is located in Chengdu Economic and Technological Development Zone, Sichuan Province. The company specializes in the research, production, and sales of vacuum and microwave application products [1] - The revenue composition of Guoguang Electric includes microwave devices at 60.90%, nuclear industry equipment and components at 29.97%, other civilian products at 8.83%, and other supplementary products at 0.30% [1] Group 2 - From the perspective of the top ten circulating shareholders of Guoguang Electric, a fund under GF Fund Management, specifically GF Electronic Information Media Stock A (005310), entered the top ten shareholders in the second quarter, holding 509,800 shares, which accounts for 0.47% of the circulating shares. The estimated floating profit today is approximately 2.5491 million CNY [2] - GF Electronic Information Media Stock A (005310) was established on December 11, 2017, with a latest scale of 919 million CNY. Year-to-date returns are 46.46%, ranking 808 out of 4219 in its category; the one-year return is 45.79%, ranking 817 out of 3877; and since inception, the return is 220.66% [2] Group 3 - The fund manager of GF Electronic Information Media Stock A (005310) is Feng Cheng, who has been in the position for 5 years and 83 days. The total asset scale of the fund is 2.937 billion CNY, with the best fund return during the tenure being 88.3% and the worst being 76.87% [3]

Core Insights - The nuclear fusion industry is expected to see a collaborative push in policy, technology, and capital by 2025, with significant breakthroughs in plasma duration and commercial tritium production in countries like Germany and the UK [2] - The global investment scale is set to explode, with private capital leading the way, particularly in the US and Europe, while China accelerates its efforts [2] Group 1: Industry Developments - TAE Technologies has simplified its technology to reduce system costs, raising a total of $1.35 billion and planning to advance prototype reactors and power plants [3] - Helion has completed its Trenta device and is currently building the Polaris, with plans to supply power to Microsoft by 2028, having raised over $1 billion [3] - Domestic pioneers like Hanhai Energy have built the HHMAX-901 device, focusing on commercialization in both power generation and non-power sectors [3] Group 2: FRC Technology - FRC (Field-Reversed Configuration) is emerging as a new path in magnetic confinement fusion, offering unique advantages such as high energy efficiency and lower construction costs compared to traditional technologies [2] - The engineering realization of FRC is simpler, with construction costs estimated to be only 1/5 to 1/10 of that of Tokamak systems [2] Group 3: Investment Recommendations - Companies to watch in the nuclear fusion sector include core component suppliers like Guoguang Electric (688776.SH), Xuguang Electronics (600353.SH), and Guoli Co. (688103.SH), as well as power supply firms like Xinfengguang (688663.SH) and Yingjie Electric (300820.SZ) [3]

Group 1 - The global nuclear fusion sector is expected to see a collaborative advancement of policy, technology, and capital by 2025, with private capital leading the way, primarily in the US and Europe, while China accelerates its efforts [1] - Significant breakthroughs in plasma duration and commercial tritium production have been achieved in countries like Germany and the UK, with many nations launching investment plans to expedite commercialization [1] - The FRC (Field-Reversed Configuration) technology is emerging as a promising path in magnetic confinement fusion, showcasing unique advantages such as high energy efficiency and lower construction costs compared to traditional methods [2] Group 2 - TAE Technologies has raised $1.35 billion and is advancing its prototype and power plant, while Helion has built the Trenta device and plans to supply power to Microsoft by 2028, having raised over $1 billion [3] - Domestic pioneers like Hanhai Fusion and Xingneng Xuanguang are making strides in commercializing FRC technology, with plans for large-scale power plants by 2035 [3] - Key companies to watch in the nuclear fusion supply chain include Guoguang Electric, Xuguang Electronics, and Guoli Co., among others, which are involved in core component supply and power systems [4]