来源：新浪证券-红岸工作室 2月27日，联域股份涨3.91%，成交额1.14亿元，换手率7.36%，总市值47.91亿元。 异动分析 物联网+粤港澳大湾区+充电桩+人民币贬值受益+一带一路 1、2024年1月17日投资者关系活动记录表：在智能照明领域，公司积极推进适应植物自控光谱、无线组 网实现照明的智能控制电路等新技术的研发，推动产品智能化、物联化水平提升。公司自研LED灯具标 准化接口技术，并取得美国发明专利，可一站式集成雷达微波、红外、光控、蓝牙等智能感应器，以嵌 入式软件作为控制核心，实现无线组网、远程及自动化控制。 2、公司办公地址：广东省深圳市宝安区燕罗街道罗田社区象山大道172号正大安工业城6栋101-601；12 栋101-301；17栋101-301；21栋101-201 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额3774.92万，占总成交额的3.47%。 技术面：筹码平均交易成本为55.74元 该股筹码平均交易成本为55.74元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近压力位 65.79，谨防压力位处回调，若突破压力位则可能会开启一波上涨行情。 3、2025年5月20日互 ...

Core Viewpoint - The company, Shenzhen Lianyu Optoelectronics Co., Ltd., is actively advancing its technology in smart lighting and has begun to expand its production bases internationally, benefiting from the depreciation of the RMB and the Belt and Road Initiative [2][3][4]. Group 1: Company Developments - The company is focusing on the development of new technologies in smart lighting, including self-adaptive spectral control for plants and wireless networking for intelligent control circuits [2]. - The company has established a full subsidiary, Shenzhen Haibo, to develop charging piles and energy storage businesses, which have already generated revenue [2]. - As of the 2024 annual report, overseas revenue accounted for 95.62% of total revenue, benefiting from the depreciation of the RMB [3]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.155 billion yuan, representing a year-on-year growth of 1.03%, while the net profit attributable to shareholders decreased by 79.23% to 19.5341 million yuan [8]. - The company has distributed a total of 129 million yuan in dividends since its A-share listing [9]. Group 3: Market Activity - On February 13, the company's stock price fell by 3.29%, with a trading volume of 91.6297 million yuan and a turnover rate of 6.26%, bringing the total market value to 4.384 billion yuan [1]. - The stock has shown no clear trend in major capital inflows, with a net outflow of 3.953 million yuan on the day, ranking 12th out of 14 in its industry [5][6].

Group 1 - The core viewpoint of the articles highlights the strategic advancements of Lianyu Co., Ltd. in the smart lighting sector, particularly through the application of IoT technology and the development of proprietary LED lighting interface standards, which have been patented in the U.S. [1] - The company has diversified its business by establishing subsidiaries in the charging pile and energy storage sectors, successfully creating patents and achieving product shipments [1] - Lianyu's overseas revenue accounts for a significant 95.62%, benefiting from the depreciation of the RMB and the synergistic operations of its production bases in Vietnam and Mexico, which help mitigate trade friction risks [1] Group 2 - Recent stock performance shows that Lianyu Co., Ltd. experienced a limit-up on February 9, closing at 61.93 yuan with a daily increase of 10.00%, and a trading volume of 158 million yuan, indicating significant market interest [2] - The stock price exhibited notable volatility, with a cumulative increase of 10.79% over the past five days and a price fluctuation range of 26.48% [2] - Fund flow analysis indicates a net inflow of approximately 28.3 million yuan from major investors on February 9, which decreased to 241,600 yuan by February 12, suggesting a lack of strong control by major stakeholders [2]

来源：新浪证券-红岸工作室 2月12日，联域股份跌0.24%，成交额1.01亿元，换手率6.81%，总市值45.33亿元。 异动分析 物联网+粤港澳大湾区+充电桩+人民币贬值受益+一带一路 区间今日近3日近5日近10日近20日主力净流入24.16万1693.92万3714.49万8495.20万2954.27万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额5402.33万，占总成交额的4.76%。 1、2024年1月17日投资者关系活动记录表：在智能照明领域，公司积极推进适应植物自控光谱、无线组 网实现照明的智能控制电路等新技术的研发，推动产品智能化、物联化水平提升。公司自研LED灯具标 准化接口技术，并取得美国发明专利，可一站式集成雷达微波、红外、光控、蓝牙等智能感应器，以嵌 入式软件作为控制核心，实现无线组网、远程及自动化控制。 2、公司办公地址：广东省深圳市宝安区燕罗街道罗田社区象山大道172号正大安工业城6栋101-601；12 栋101-301；17栋101-301；21栋101-201 3、2025年5月20日互动易，公司通过全资子公司深圳海搏积极布局新赛道,自主研发充电桩和储能业 务，目 ...

Group 1 - The core viewpoint of the news is that Lianyu Co., Ltd. has experienced fluctuations in its stock price, with a recent decline of 2.40% to 54.56 CNY per share, while showing a year-to-date increase of 15.54% [1] - As of September 30, 2025, Lianyu Co., Ltd. reported a total revenue of 1.155 billion CNY, reflecting a year-on-year growth of 1.03%, but the net profit attributable to shareholders decreased by 79.23% to 19.5341 million CNY [2] - The company specializes in the research, production, and sales of medium and high-power LED lighting products, with its main business revenue composition being 88.43% from LED lamps, 6.55% from accessories, 4.80% from LED light sources, and 0.22% from other sources [1] Group 2 - The number of shareholders for Lianyu Co., Ltd. as of September 30, 2025, was 6,765, which is a decrease of 20.62% compared to the previous period, while the average circulating shares per person increased by 25.97% to 3,562 shares [2] - Since its A-share listing, Lianyu Co., Ltd. has distributed a total of 129 million CNY in dividends [3] - As of September 30, 2025, the top ten circulating shareholders of Lianyu Co., Ltd. saw a change, with the Noan Multi-Strategy Mixed A fund exiting the top ten list [3]

Group 1 - The lighting equipment sector increased by 0.39% on February 3, with Minbao Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Minbao Optoelectronics saw a significant rise of 20.01%, closing at 64.78, with a trading volume of 5564.8 lots and a transaction value of 36.0488 million yuan [1] Group 2 - The lighting equipment sector experienced a net inflow of 61.6134 million yuan from main funds, while retail investors saw a net outflow of 95.1981 million yuan [2] - The trading data indicates that the main funds had a net inflow of 33.0361 million yuan into Lianyu Co., accounting for 13.75% of its trading volume [3] - Oupu Lighting experienced a decline of 5.20%, closing at 19.33, with a trading volume of 66,800 lots and a transaction value of 131 million yuan [2]

Investment Rating - The report does not explicitly state an investment rating for the industry [1] Core Insights - The report highlights that the deep learning factor tracking has shown a cumulative absolute return of 74.91% since its inception, with a relative excess return of 38.96% compared to the benchmark [10] - The sentiment factor tracking indicates that the top five industries with positive sentiment changes are petroleum and petrochemicals, non-ferrous metals, food and beverage, coal, and textiles and apparel [34] - The market valuation tracking shows that the rolling 5-year historical percentiles for major indices are at 91% for CSI 300, 100% for CSI 500, and 100% for CSI 1000, indicating high valuation levels [44] Summary by Sections Deep Learning Factor Tracking - A long-only portfolio was constructed based on the DecompGRU model, with a cumulative absolute return of 74.91% and a maximum drawdown of 10.08% since March 31, 2025 [10] - An ETF rotation portfolio was also created, achieving a cumulative absolute return of 40.08% since March 18, 2025, with a maximum drawdown of 7.82% [13] Sentiment Factor Tracking - The report tracks sentiment across broad indices, with the CSI 300 showing the highest increase in sentiment by 11.05% compared to the previous week [3] - The top five industries with positive sentiment changes include petroleum and petrochemicals, non-ferrous metals, food and beverage, coal, and textiles and apparel [34] Market Valuation Monitoring - The report indicates that several primary industries are currently above the 80% historical percentile for valuations, including electronics, power equipment, light industry manufacturing, and construction materials [46] - Conversely, industries like food and beverage and non-bank financials are below the 20% historical percentile, suggesting potential undervaluation [46] Event Tracking - The report details various corporate events, including stock incentive plans, significant shareholder buybacks, and analyst coverage updates, which may influence market sentiment and stock performance [48][56][57]

登录新浪财经APP 搜索【信披】查看更多考评等级 深圳市联域光电股份有限公司（以下简称"联域股份"）于2026年2月3日发布回购股份进展公告，披露了 截至2026年1月31日的股份回购实施情况。公告显示，公司回购方案正在按计划推进，回购价格未超过 调整后的上限，符合相关法律法规及既定方案要求。 回购方案回顾：资金800万至1500万元 价格上限因权益分派调整 公告显示，联域股份于2025年4月24日召开第二届董事会第八次会议及第二届监事会第七次会议，审议 通过了股份回购方案。根据方案，公司拟使用自有资金或自筹资金，通过深圳证券交易所交易系统以集 中竞价交易方式回购部分社会公众股份，回购资金总金额不低于800.00万元（含本数）且不超过1500.00 万元（含本数），回购价格不超过47.30元/股（含本数）。回购股份将用于实施员工持股计划和/或股权 激励计划，实施期限为自董事会审议通过回购方案之日起不超过12个月，即截至2026年4月23日。 因公司实施2024年年度权益分派，根据回购方案相关规定，自2025年5月28日起，回购股份价格上限由 47.30元/股调整为47.02元/股（含本数）。 联域股份表示，后 ...

深圳市联域光电股份有限公司 关于回购股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 证券代码：001326 证券简称：联域股份 公告编号：2026-005 一、回购股份的基本情况 深圳市联域光电股份有限公司（以下简称"公司""本公司"或"联域股份"） 于 2025 年 4 月 24 日召开的第二届董事会第八次会议、第二届监事会第七次会议， 审议通过了《关于回购公司股份方案的议案》，同意公司使用自有资金或自筹资 金，通过深圳证券交易所交易系统以集中竞价交易方式回购公司部分社会公众股 份，回购资金总金额不低于人民币 800.00 万元（含本数）且不超过人民币 1,500.00 万元（含本数），回购价格不超过人民币 47.30 元/股（含本数），回 购股份用于实施员工持股计划和/或股权激励计划，回购股份实施期限为自公司 董事会审议通过回购方案之日起不超过 12 个月。 因公司实施 2024 年年度权益分派，根据本次回购股份方案，自 2025 年 5 月 28 日起，公司回购股份价格由不超过人民币 47.30 元/股（含本数）调整为不 超过人民币 47 ...

Core Viewpoint - The lighting equipment sector experienced a decline of 0.2% on February 2, with *ST Xingguang leading the drop. The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1]. Group 1: Market Performance - The closing prices and percentage changes of key stocks in the lighting equipment sector are as follows: - Minbao Optoelectronics: 53.98, up 20.01% - Lianyu Co., Ltd.: 55.95, up 10.01% - Komatsu Co., Ltd.: 8.92, up 5.19% - OPPLE Lighting: 20.39, up 0.69% - Other stocks showed declines, with *ST Xingguang down 4.05% to 2.13 [1][2]. Group 2: Capital Flow - On the same day, the lighting equipment sector saw a net inflow of 6.692 million yuan from institutional investors, while retail investors contributed a net inflow of 18.248 million yuan. However, speculative funds experienced a net outflow of 24.9407 million yuan [2][3]. - The capital flow for specific stocks indicates: - Lianyu Co., Ltd.: 22.4838 million yuan net inflow from institutional investors - Minbao Optoelectronics: 14.3518 million yuan net inflow from institutional investors - Other stocks like *ST Xingguang and Hengtai Lighting experienced net outflows from both institutional and speculative investors [3].