每经AI快讯，9月24日，国光电气(688776.SH)公告称，股东海南国之光电子信息技术研发中心(有限合 伙)拟减持不超过公司总股本0.84%的股份，减持期间为自公告披露之日起15个交易日后的三个月内。隆 成(深圳)资产管理有限公司-成都天翊创业股权投资基金合伙企业(有限合伙)拟减持不超过公司总股本 3.0%的股份，减持期间为自公告披露之日起3个交易日后的三个月内。公司董事会秘书王尚博拟减持不 超过公司总股本0.01%的股份，减持期间为自公告披露之日起15个交易日后的三个月内。 ...

Market Performance - The military electronics sector rose by 0.13% on September 22, with Xingtu Xinke leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Stock Performance - Notable gainers in the military electronics sector included: - Xingtu Xinke (688081) with a closing price of 35.77, up 9.66% on a trading volume of 110,000 shares and a turnover of 383 million yuan [1] - Guoguang Electric (688776) closed at 90.95, up 6.34% with a trading volume of 43,500 shares [1] - Other significant gainers included ST Wanfang (000638) up 5.02%, and Jingjia Micro (300474) up 4.12% [1] Fund Flow Analysis - The military electronics sector experienced a net outflow of 694 million yuan from institutional investors, while retail investors saw a net inflow of 759 million yuan [2][3] - Key stocks with significant fund flows included: - Jingjia Micro (300474) with a net inflow of 172 million yuan from institutional investors [3] - Gaode Infrared (002414) with a net inflow of 153 million yuan [3] - Huafeng Technology (688629) had a net inflow of 56.73 million yuan [3]

Core Viewpoint - Guoguang Electric experienced a 5.11% increase in stock price, reaching 89.90 CNY per share, with a trading volume of 311 million CNY and a turnover rate of 3.29%, resulting in a total market capitalization of 9.744 billion CNY [1] Company Overview - Chengdu Guoguang Electric Co., Ltd. is located in the Chengdu Economic and Technological Development Zone, established on October 8, 1981, and listed on August 31, 2021. The company specializes in the research, production, and sales of vacuum and microwave application products [1] - The revenue composition of the company includes: microwave devices 60.90%, nuclear industry equipment and components 29.97%, other civilian products 8.83%, and others 0.30% [1] Fund Holdings - One fund under Dongfang Fund has a significant holding in Guoguang Electric. The Dongfang Low Carbon Economy Mixed A Fund (021094) held 35,000 shares in the second quarter, accounting for 5.05% of the fund's net value, making it the largest holding [2] - The estimated floating profit from this holding is approximately 153,200 CNY [2] Fund Performance - The Dongfang Low Carbon Economy Mixed A Fund (021094) was established on March 4, 2025, with a latest scale of 61.7428 million CNY and has achieved a return of 8.09% since inception [3] - The fund manager, Li Rui, has been in position for 7 years and 284 days, managing total assets of 8.065 billion CNY, with the best fund return during his tenure being 99.61% and the worst being -9.03% [4]

9月22日，国光电气涨5.11%，截至发稿，报89.90元/股，成交3.11亿元，换手率3.29%，总市值97.44亿 元。 资料显示，成都国光电气股份有限公司位于四川省成都经济技术开发区(龙泉驿区)星光西路117号，成 立日期1981年10月8日，上市日期2021年8月31日，公司主营业务涉及从事真空及微波应用产品研发、生 产和销售。主营业务收入构成为：微波器件60.90%，核工业设备及部件29.97%，其他民用产品8.83%， 其他(补充)0.30%。 从基金十大重仓股角度 数据显示，银河基金旗下1只基金重仓国光电气。银河核心优势混合A（011629）二季度持有股数4.24万 股，占基金净值比例为5.03%，位居第七大重仓股。根据测算，今日浮盈赚取约18.54万元。 银河核心优势混合A（011629）成立日期2022年7月22日，最新规模8840.21万。今年以来收益13.95%， 同类排名5266/8244；近一年收益28.47%，同类排名5257/8066；成立以来亏损25.76%。 银河核心优势混合A（011629）基金经理为李一帆。 截至发稿，李一帆累计任职时间2年142天，现任基金资产总规模88 ...

Core Insights - The military electronics sector experienced a slight increase of 0.36% on September 16, with Shenglu Communication leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Stock Performance - The following stocks in the military electronics sector showed notable performance: - Gan Guo Communication (002446) closed at 9.02, up 5.99% with a trading volume of 813,700 shares and a transaction value of 717 million [1] - Guoguang Electric (688776) closed at 90.20, up 4.90% with a trading volume of 45,300 shares and a transaction value of 40.417 million [1] - Jinxin Nuo (300252) closed at 16.19, up 4.32% with a trading volume of 1,581,300 shares and a transaction value of 257.7 million [1] Capital Flow - The military electronics sector saw a net outflow of 597 million from institutional investors, while retail investors contributed a net inflow of 533 million [2][3] - The following stocks had significant capital flow: - Huafeng Technology (688629) had a net inflow of 101 million from institutional investors, while retail investors had a net outflow of 14.2 million [3] - Guoguang Electric (688776) experienced a net inflow of 44.17 million from institutional investors, but a net outflow of 31.33 million from retail investors [3]

Group 1 - The core point of the article highlights the recent performance of Guoguang Electric, which saw a 5.05% increase in stock price, reaching 90.33 CNY per share, with a trading volume of 275 million CNY and a turnover rate of 2.87%, resulting in a total market capitalization of 9.79 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 others at 0.30% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under China Ocean Fund has a significant position in Guoguang Electric. The China Ocean Quality Growth Mixed Fund (398001) held 279,300 shares in the second quarter, accounting for 3.19% of the fund's net value, ranking as the fifth-largest holding [2] - The China Ocean Quality Growth Mixed Fund (398001) was established on September 28, 2004, with a latest scale of 924 million CNY. Year-to-date returns are at 10.44%, ranking 5726 out of 8174 in its category; the one-year return is 42.94%, ranking 3873 out of 7982; and since inception, the return is 688.53% [2] Group 3 - The fund manager of the China Ocean Quality Growth Mixed Fund (398001) is Xu Dingqing, who has a cumulative tenure of 15 years and 202 days. The total asset scale of the fund is 924 million CNY, with the best fund return during the tenure being 59.22% and the worst being -33.63% [3]

Group 1 - The core viewpoint of the news is that Guoguang Electric has seen a significant stock price increase of 5.05%, reaching 90.33 CNY per share, with a trading volume of 274 million CNY and a market capitalization of 9.79 billion CNY as of September 16 [1] - Guoguang Electric, established on October 8, 1981, and listed on August 31, 2021, is located in Chengdu, Sichuan Province, and specializes in the research, production, and sales of vacuum and microwave application products [1] - The company's main business revenue composition includes microwave devices at 60.90%, nuclear industry equipment and components at 29.97%, other civilian products at 8.83%, and others at 0.30% [1] Group 2 - From the perspective of major fund holdings, one fund under Galaxy Fund has a significant position in Guoguang Electric, with the Galaxy Core Advantage Mixed A Fund (011629) holding 42,400 shares, accounting for 5.03% of the fund's net value, ranking as the seventh largest holding [2] - The Galaxy Core Advantage Mixed A Fund, established on July 22, 2022, has a latest scale of 88.4021 million CNY, with a year-to-date return of 15.07%, ranking 5025 out of 8174 in its category, and a one-year return of 29.59%, ranking 5247 out of 7982 [2] - The fund manager, Li Yifan, has been in position for 2 years and 136 days, with the fund's total asset scale at 88.9919 million CNY, and the best and worst fund returns during his tenure being -5.94% and -6.86%, respectively [3]

Core Insights - On September 15, Guoguang Electric experienced a decline of 2.33% with a trading volume of 264 million yuan [1] - The company reported a financing buy-in amount of 33.85 million yuan and a net financing buy of 7.54 million yuan on the same day [1][2] - As of September 15, the total financing and securities lending balance for Guoguang Electric was 251 million yuan, indicating a high level of financing activity [1] Financing Summary - On September 15, Guoguang Electric had a financing buy-in of 33.85 million yuan, with a current financing balance of 250 million yuan, accounting for 2.68% of its market capitalization [1] - The financing balance is above the 70th percentile level for the past year, indicating a relatively high position [1] - The company had a securities lending repayment of 1,700 shares with no shares sold on that day, resulting in a securities lending balance of 80,790 yuan, also above the 70th percentile level for the past year [1] Business Performance - As of June 30, Guoguang Electric had 5,713 shareholders, an increase of 26.09% from the previous period, while the average circulating shares per person decreased by 20.69% [2] - For the first half of 2025, the company reported a revenue of 231 million yuan, a year-on-year decrease of 34.21%, and a net profit attributable to shareholders of -12.25 million yuan, a decrease of 124.06% year-on-year [2] Dividend and Shareholding Information - Since its A-share listing, Guoguang Electric has distributed a total of 91.72 million yuan in dividends, with 41.73 million yuan distributed in the last three years [3] - As of June 30, 2025, among the top ten circulating shareholders, Huaxia High-end Manufacturing Mixed A (002345) ranked sixth with an increase of 98,600 shares, while Hong Kong Central Clearing Limited ranked ninth with a decrease of 20.85% in holdings [3]

Core Viewpoint - Guoguang Electric (688776.SH) has been awarded the First Prize of the 2024 Sichuan Provincial Science and Technology Progress Award for its project "Research and Development of the Next Generation Chinese Tokamak" in collaboration with the Southwest Institute of Physics and other units, highlighting the company's research strength and technological innovation in the nuclear fusion field [1] Group 1 - The Sichuan Provincial Science and Technology Award is established by the Sichuan Provincial People's Government and is one of the most authoritative and influential technology award systems in the province, covering various categories such as natural sciences, technological inventions, and technological progress [1] - The company previously won the same award in 2023 for its project on "Research and Application of High Sensitivity Leak Detection Technology for Large and Complex Components in Fusion Reactors," indicating a consistent recognition of its technological innovation and R&D capabilities [1] - The continuous recognition through different projects serves as a strong testament to the company's commitment to technological innovation and long-term R&D efforts [1] Group 2 - The company plans to continue implementing its existing technology development strategy, increasing investment in R&D and product innovation, and deepening its industry engagement [1] - The focus will be on accelerating the research and manufacturing of new products, promoting the development of new productive forces, and enhancing the capability for transforming R&D achievements [1] - These efforts aim to establish a reliable technological guarantee for the company's sustainable development and create more value for shareholders [1]

证券代码：688776 证券简称：国光电气 公告编号：2025-036 成都国光电气股份有限公司 关于荣获 2024 年度四川省科学技术进步奖一等奖的 自愿性披露公告 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。 近日，成都国光电气股份有限公司（以下简称"公司"）收到四川省人民政 府颁发的《四川省科学技术进步奖证书》，公司与核工业西南物理研究院等单位 联合申报项目"新一代中国环流器工程研制"荣获 2024 年度四川省科学技术进 步奖一等奖。 四川省科学技术奖由四川省人民政府设立，是四川省内最具权威和影响力的 科技奖励体系之一，涵盖了自然科学、技术发明、科技进步等多个类别。 本次获奖体现了公司在核聚变领域的科研实力和技术创新能力。此前，公司 亦凭借"聚变堆大型复杂部件高温下超高灵敏度检漏技术研究及应用"项目荣获 2023 年度该奖项。连续凭借不同的项目获得该奖项，是对公司技术创新及研发 能力的高度认可，也是对公司长期坚持科技创新的有力证明。公司将继续贯彻现 有的技术发展战略，加大科技研发和产品创新力度，持续深 ...