A股可控核聚变板块盘初拉升，合锻智能封板涨停，国光电气涨超9%，中洲特材、久盛电气、旭光电 子跟涨。 订阅A股市场资讯 +订阅 ...

Group 1 - Major shareholders of *ST WanFang plan to reduce their holdings by up to 9,341,596 shares, accounting for 3% of the company's total share capital from May 27 to August 25, 2025 [1] - Shareholders of Airo Energy intend to reduce their holdings by up to 800,000 shares, 800,000 shares, and 1,600,000 shares, representing 0.50%, 0.50%, and 1% of the company's total share capital respectively during the same period [1] - Anner plans to reduce its holdings by up to 3,186,159 shares, which is 1.5% of the company's total share capital, from May 27 to August 26, 2025 [1] Group 2 - Shareholders of Chuhuan Technology plan to reduce their holdings by up to 2,395,605 shares, accounting for 3% of the total share capital excluding repurchased shares from May 27 to August 26, 2025 [1] - Major shareholder of Dalian Technology intends to reduce their holdings by up to 4,189,336 shares, which is 0.99% of the company's total share capital from May 27 to August 26, 2025 [2] - Dongwei Technology's board members plan to reduce their holdings by a total of 2,574,857 shares, representing 0.8629% of the company's total share capital during the same period [2] Group 3 - Gann Li Pharmaceutical's shareholder has completed a reduction of 6,010,622 shares, which is 1% of the company's total share capital from April 22 to April 30, 2025 [2] - Guanshi Technology's board members plan to reduce their holdings by up to 359,375 shares, accounting for 0.4891% of the company's total share capital from May 27 to August 26, 2025 [2] - Guoguang Electric's shareholder has completed a reduction of 1,625,751 shares, which is 1.5% of the company's total share capital from April 25 to April 30, 2025 [2] Group 4 - Haili Biological's major shareholder has completed a reduction of 13,113,244 shares, representing 2% of the company's total share capital from April 15 to April 22, 2025 [3] - Hengfeng Information's board member has completed a reduction of 198,717 shares, which is 0.1207% of the company's total share capital on April 28, 2025 [3] - Hongwei Technology's shareholder plans to reduce their holdings by up to 820,000 shares, accounting for 0.39% of the company's total share capital from May 12 to August 11, 2025 [3] Group 5 - Huatai Medical's vice president has completed a reduction of 29,943 shares, which is 0.0308% of the company's total share capital from April 28 to April 29, 2025 [4] - Jilin Carbon Valley's major shareholder has completed a reduction of 4,989,160 shares, representing 0.8490% of the company's total share capital from April 25 to April 29, 2025 [4] - Jiahua Technology's shareholder plans to reduce their holdings by up to 1,160,000 shares, accounting for 1.50% of the company's total share capital from May 28 to August 25, 2025 [4] Group 6 - Jiangbo Long's shareholder plans to reduce their holdings by up to 4,159,815 shares, which is 1% of the company's total share capital from May 27 to August 26, 2025 [5] - Jiangshan Co. plans to reduce its holdings in Jiangtian Chemical by 4,330,800 shares, accounting for 3% of its total share capital from May 27 to August 26, 2025 [5] - Kairun Co.'s major shareholder plans to reduce their holdings by up to 9,000,000 shares, representing 2.43% of the total share capital excluding repurchased shares from May 27 to August 26, 2025 [5] Group 7 - Lianqi Technology's shareholders plan to reduce their holdings by a total of 18,717,374 shares, which is 2.96% of the total share capital excluding repurchased shares from May 27 to August 26, 2025 [9] - Zhongke Information's board members have completed a reduction of 698,914 shares, representing 0.2358% of the company's total share capital [9] - Zhongshi Co.'s major shareholder plans to reduce their holdings by up to 1,800,000 shares, accounting for 1.1527% of the company's total share capital from May 27 to August 26, 2025 [10]

证券代码：688776 证券简称：国光电气 公告编号：2025-023 成都国光电气股份有限公司 关于持股 5%以上的股东权益变动触及 1%的 提示性公告 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： ●本次权益变动属于成都国光电气股份有限公司（以下简称"公司"）持股 5%以上股东履行此前披露的股份减持计划所致，不触及要约收购。 ●本次权益变动后，股东海南国之光电子信息技术研发中心（有限合伙）（原 河南国之光电子信息技术研发中心）（以下简称"国之光"）持有 8,535,064 股 股份,占公司总股本 7.87%，依旧是公司持股 5%以上的股东。 ●本次权益变动不会导致公司控股股东、实际控制人发生变化。 近日，公司收到股东国之光出具的《告知函》，现将其本次权益变动情况公 告如下： 一、本次权益变动基本情况 （一）信息披露义务人的基本情况 | 名称 | 海南国之光电子信息技术研发中心（有限合伙） | | --- | --- | | 企业类型 | 有限合伙企业 | | 执行事务合伙人 | 吴常念 | | 注册地 ...

证券代码：688776 证券简称：国光电气 公告编号：2025-024 成都国光电气股份有限公司 股东减持计划完成暨减持股份结果公告 本公司董事会、全体董事及相关股东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。 公司于近日收到国之光的《关于股份减持结果的告知函》，现将相关减持计 划结果具体公告如下：截至 2025 年 4 月 30 日，国之光累计减持公司股份数量为 1,625,751 股，占公司总股本比例为 1.50%，本次减持计划已实施完毕。 1 注：1、股东国之光于 2025 年 4 月完成开户名称变更，现全名为"海南国之光电子信息技术 研发中心（有限合伙）"。 2、"其他方式取得"为公司于 2023 年 6 月实施完成 2022 年年度权益分派，以资本公积金向 全体股东每 10 股转增 4 股取得的股份。 重要内容提示： 大股东持有的基本情况 本次减持计划实施前，海南国之光电子信息技术研发中心（有限合伙）（原 河南国之光电子信息技术研发中心）（以下简称"国之光"）共计持有成都国光电 气股份有限公司（以下简称"公司"）10,160,81 ...

| 成交量 | 成交金 | 成交价 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 盘折溢价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | | | | | | 高盛（中国）证券有限责任公司 | 中信证券股份有限公司 | | 14.80 | 1085.88 | 73.37 | -12.29 | 上海浦东新区世纪大道证券营业 | 成都人民南路证券营业 | | | | | | 部 | 部 | | 8.20 | 601.63 | 73.37 | | 华泰证券股份有限公司北京分公 | 中信证券股份有限公司 成都人民南路证券营业 | | | | | -12.29 | 司 | | | | | | | | 部 | | 5.94 | 435.46 | 73.37 | -12.29 | 广发证券股份有限公司总部 | 中信证券股份有限公司 成都人民南路证券营业 | | | | | | | 部 | | 5.05 | 370.52 | 73.37 | -12.29 | 机构专用 | 中信证券股份有限公 ...

证券代码：688776 证券简称：国光电气 公告编号：2025-022 成都国光电气股份有限公司 关于召开2024年年度股东大会的通知 本公司董事会及全体董事保证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： 一、 召开会议的基本情况 （一） 股东大会类型和届次 2024年年度股东大会 （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 5 月 23 日 14 点 00 分 召开地点：成都国光电气股份有限公司会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 5 月 23 日 至2025 年 5 月 23 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 股东大会召开日期：2025年5月23日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 东大会召开当日的交易时间段，即 9:1 ...

Investment Rating - The investment rating for Guoguang Electric (688776) is "Buy" (maintained) [1] Core Views - The company's revenue for 2024 is projected at 537 million yuan, a year-on-year decrease of 28.01%, with a net profit attributable to shareholders of 47.05 million yuan, down 47.93% year-on-year. The decline in performance is primarily due to delays in project contract signings caused by changes in technical requirements from the international ITER headquarters and delays in domestic nuclear fusion projects [1][7] - Despite the revenue decline, the company's operating cash flow showed positive performance, reaching 116 million yuan, a year-on-year increase of 36.79%. The R&D investment ratio increased to 6.82%, indicating a continued focus on technological innovation [7] - The company achieved significant technological advancements in both microwave devices and the nuclear industry, with products like traveling wave tubes and magnetrons showing improved performance and successful applications in satellite communications. The company also made strides in domestic production of key components for the nuclear industry, further solidifying its technological leadership [7] - Future growth is expected to come from expanding the microwave device and nuclear industry sectors, with plans to enhance product performance and market share in aerospace and nuclear power equipment. The company aims to increase R&D investment to improve technology and product quality [7] - Earnings forecasts for the company remain stable, with net profits projected at 123 million yuan for 2025 and 156 million yuan for 2026, corresponding to P/E ratios of 70 and 55, respectively. A new forecast for 2027 anticipates a net profit of 209 million yuan, with a P/E ratio of 41 [7][8]

证券代码：688776 证券简称：国光电气 公告编号：2025-021 成都国光电气股份有限公司 关于持股 5%以上的股东权益变动触及 1%的 提示性公告 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： | 名称 | 海南国之光电子信息技术研发中心（有限合伙） | | --- | --- | | 企业类型 | 有限合伙企业 | | 执行事务合伙人 | 吴常念 | | 注册地址 | 海南省文昌市文城镇滨湾路 177 号 A 区 307-ZSY-003 | （二）本次权益变动情况 | 股东 | 变动方式 | | 变动日期 | 股份种类 | 减持股数 | 减持比 | | --- | --- | --- | --- | --- | --- | --- | | 名称 | | | | | （股） | 例（%） | | 国之 | 集中竞价交易方 | | | | | | | | | 2025 | 年 4 月 25 日 | 人民币普通股 | 539,315 | 0.50 | | 光 | 式减持 | | | | | | 注：1 ...

证券代码：688776 证券简称：国光电气 公告编号：2025-020 成都国光电气股份有限公司 关于作废部分已授予尚未归属的限制性股票的公告 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。 成都国光电气股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开 的第八届董事会第十七次会议与第八届监事会第十六次会议，审议通过了《关于 作废部分已授予尚未归属的限制性股票的议案》，现将有关事项说明如下。 一、限制性股票授予情况 （一）本激励计划已履行的决策程序和信息披露情况 1、2024 年 4 月 15 日，公司召开第八届董事会第十次会议，审议通过了《关 于公司<2024 年限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2024 年限制性股票激励计划实施考核管理办法>的议案》及《关于提请股东大会授权 董事会办理公司 2024 年限制性股票激励计划相关事宜的议案》等相关议案。 同日，公司召开第八届监事会第十次会议，审议通过了《关于公司<2024 年 限制性股票激励计划（草案）>及其摘要的议案》《关于公司< ...