| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603303 | 得邦照明 | 14.51 | -1.49% | 3.52万 | 5070.69万 | | 002076 | *ST星光 | 1.93 | -1.03% | 31.93万 | 6152.16万 | | 603515 | 欧普照明 | 17.67 | -0.39% | 2.03万 | 3550.10万 | | 873339 | 恒太照明 | 10.55 | 0.09% | 1.62万 | 1690.70万 | | 301362 | 民爆光电 | 43.73 | 0.60% | 1.28万 | 5578.58万 | | 300625 | 三雄极光 | 12.19 | 0.66% | 1.61万 | 1942.72万 | | 002723 | 小蓉股份 | 9.90 | 1.02% | 19.53万 | 1.92亿 | | 000541 | 佛山照明 | 6.63 | 1.07% | 14.28万 | 9371.19万 | | 00272 ...

证券之星消息，9月10日照明设备板块较上一交易日上涨0.31%，得邦照明领涨。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。照明设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603303 | 得邦貿明 | 14.73 | 3.51% | 5.53万 | 8147.25万 | | 002076 | *ST星光 | 1.95 | 2.09% | 42.10万 | 8099.61万 | | 002638 | 勤上股份 | 2.44 | 0.83% | 34.26万 | 8381.10万 | | 001326 | 联域股份 | 37.43 | 0.38% | 5018.0 | 1879.76万 | | 603515 | 欧普照明 | 17.74 | 0.34% | 1.01万 | 1777.81万 | | 600261 | 阳光照明 | 3.46 | 0.29% | 12.13万 | 4186.67万 | | 605365 ...

天眼查资料显示，佛山电器照明股份有限公司，成立于1992年，位于佛山市，是一家以从事电气机械和 器材制造业为主的企业。企业注册资本154877.823万人民币。通过天眼查大数据分析，佛山电器照明股 份有限公司共对外投资了29家企业，参与招投标项目1874次，财产线索方面有商标信息251条，专利信 息1718条，此外企业还拥有行政许可95个。 专利摘要显示，本实用新型涉及灯具的技术领域，更具体地说，它涉及一种隐藏式卡扣射灯，其技术方 案要点是，包括：灯杯、面环和中环，其中，面环的内壁设置有卡扣，中环上设置有连接件，连接件上 开设有与卡扣卡接的卡槽，中环可绕卡扣往复摆动，实现多角度照射，与现有技术相比，无需在灯具上 设计缺口使灯具能够摆动，防止漏光情况的出现，提高照明效果。 金融界2025年8月25日消息，国家知识产权局信息显示，佛山电器照明股份有限公司取得一项名为"一种 隐藏式卡扣射灯"的专利，授权公告号CN223257986U，申请日期为2024年11月。 ...

佛山照明（000541）是最早从事照明产品生产销售的企业之一，2021 年以来，公司先后收购控股了燎 旺车灯、国星光电（002449）、沪乐电气和北京航信，目前公司的主营业务主要包括通用照明、汽车照 明、LED 封装产品等的研发、生产和销售。 并购后遗症显现，商誉减值暗藏风险 近年来，佛山照明通过频繁并购拓展业务版图，先后收购燎旺车灯、国星光电等企业。截至2025年6月 末，公司商誉账面净值为2.8亿元，主要来自国星光电、燎旺车灯、北京航信。数据宝统计显示，截至 今年上半年末，照明设备行业股票当中，佛山照明商誉值排在行业第1位。 尽管半年报未计提新的商誉减值，但风险信号已若隐若现。2024年年报显示，国星光电已计提商誉减值 准备1.42亿元。而2025年上半年，国星光电净利润仅0.25亿元，同比下滑56.31%。若其业绩持续不振， 后续存在进一步减值可能。 值得关注的是，8月25日晚间，公司对青岛易来智能科技的股权收购宣告终止。公告显示，因"市场环境 变化等原因"，交易对方建议终止协议。这一并购流产事件，反映出公司在战略扩张中的决策风险。 佛山照明正试图从传统照明向智能照明、车灯等新兴领域转型。但半年报显示， ...

证券日报网讯佛山照明（000541）9月8日在互动平台回答投资者提问时表示，公司控股子公司北京航信 主要聚焦航空照明领域，产品涵盖机场跑道灯、滑行道指示灯等机场目视助航设备。 ...

证券日报网讯 佛山照明9月8日在互动平台回答投资者提问时表示，公司目前有隧道照明相关产品，即 玻璃透明隧道灯。该产品是以高透光玻璃为光学透镜的创新隧道照明灯具，凭借透明特性与高性能，突 破传统隧道灯设计局限，为隧道照明提供革新方案。 （编辑 王雪儿） ...

证券日报网讯佛山照明（000541）9月8日在互动平台回答投资者提问时表示，公司在光触媒技术上，已 主导制定《可见光光触媒空气净化照明产品技术规范》，填补室内该类照明产品的行业标准空白。目前 公司暂无参与光触媒海水制氢技术研究。 ...

格隆汇9月8日丨佛山照明(000541.SZ)在互动平台表示，公司目前没有参与光触媒海水制氢技术研究。 ...

Market Overview - On September 4, the lighting equipment sector declined by 0.18%, with Minbao Optoelectronics leading the drop. The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1]. Stock Performance - Notable stock performances in the lighting equipment sector included: - Greel: Closed at 19.63, up 3.26% with a trading volume of 33,500 shares and a turnover of 65.38 million yuan - Hengtai Lighting: Closed at 10.54, up 1.64% with a trading volume of 28,800 shares and a turnover of 30.40 million yuan - Minbao Optoelectronics: Closed at 45.53, down 6.16% with a trading volume of 40,300 shares and a turnover of 187 million yuan [1][2]. Capital Flow - The lighting equipment sector experienced a net outflow of 91.70 million yuan from institutional investors, while retail investors saw a net inflow of 80.97 million yuan. Speculative funds had a net inflow of 10.73 million yuan [2][3]. Individual Stock Capital Flow - Key individual stock capital flows included: - Sunshine Lighting: Net inflow of 976.30 million yuan from retail investors, but a net outflow of 923.92 million yuan from institutional investors - ST Xingguang: Significant net outflow of 18.01 million yuan from institutional investors, with a net inflow of 8.35 million yuan from retail investors [3].

Investment Rating - The investment rating for Foshan Lighting (000541.SZ) is "Outperform the Market" [7] Core Views - The company's revenue for H1 2025 decreased by 8.3% to 4.39 billion, with a net profit attributable to shareholders down 40.2% to 110 million [2] - The general lighting segment is under pressure due to weak demand in both domestic and international markets, exacerbated by increased competition and tariffs [3] - The automotive lighting segment, however, is showing steady growth with a 9.5% increase in revenue to 910 million in H1 [4] - The company is actively expanding its online and offline channels, with over 1,600 new outlets opened and a 10.8% increase in e-commerce revenue [3] Summary by Sections Financial Performance - H1 2025 revenue was 4.39 billion, down 8.3%, with a net profit of 110 million, down 40.2% [2] - Q2 revenue was 2.24 billion, down 1.2%, with a net profit of 50 million, down 53.7% [2] - The gross margin for H1 decreased by 0.4 percentage points to 18.7% [5] Business Segments - General lighting revenue fell by 9.5% to 1.56 billion in H1, with overseas revenue down 6.8% to 970 million [3] - The automotive lighting segment's revenue decreased by 3.0% to 1.01 billion, but the new projects contributed to a 9.5% increase in the Liowang brand revenue [4] Market Strategy - The company is focusing on expanding into emerging markets and has developed new partnerships in Europe, Africa, the Middle East, and Southeast Asia [3] - The company is also exploring new lighting applications, including marine and sports lighting, and has seen a 46.8% increase in sales for plant lighting [3] Profitability and Valuation - The company has adjusted its profit forecasts for 2025-2027, expecting net profits of 300 million, 350 million, and 380 million respectively, with a projected PE ratio of 34, 29, and 27 [5][6] - The gross margin is expected to be impacted by structural changes, with a Q2 gross margin of 17.9%, down 2.3 percentage points year-on-year [5]