证券代码：001326 证券简称：联域股份 公告编号：2025-059 深圳市联域光电股份有限公司 特此公告！ 深圳市联域光电股份有限公司 董 事 会 2025 年 11 月 15 日 投资者网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，深圳市联域光电股份有限公司（以下简 称"公司""联域股份"）将参加由深圳证监局和中证中小投资者服务中心指导、 深圳上市公司协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区 上市公司投资者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 11 月 20 日（周四）14:30-17:00。届时 公司高管将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、股权 激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投 资者踊跃参与！ 关于参加 ...

Core Insights - The lighting equipment sector experienced a slight increase of 0.33% on November 11, with *ST Xingguang leading the gains [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Stock Performance - *ST Xingguang (002076) closed at 2.43, up 5.19% with a trading volume of 327,300 shares and a turnover of 78.80 million yuan [1] - Foshan Lighting (000541) closed at 6.55, up 1.39% with a trading volume of 208,800 shares and a turnover of 136 million yuan [1] - Sunshine Lighting (600261) closed at 3.65, up 1.39% with a trading volume of 158,700 shares and a turnover of 57.69 million yuan [1] - Other notable stocks include Op Lighting (603515) at 18.13, up 0.55%, and Debang Lighting (603303) at 13.92, up 0.51% [1] Capital Flow - The lighting equipment sector saw a net outflow of 4.93 million yuan from institutional investors, while retail investors contributed a net inflow of 19.49 million yuan [2] - The detailed capital flow indicates that Foshan Lighting had a net inflow of 17.20 million yuan from institutional investors, while *ST Xingguang experienced a net outflow of 10.16 million yuan [3] - Retail investors showed a positive net inflow in several stocks, including a net inflow of 56.63 million yuan for Sanxiong Aurora (300625) [3]

Core Insights - The lighting equipment sector experienced a 1.25% increase on November 10, with *ST Xingguang leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Stock Performance - *ST Xingguang (002076) closed at 2.31, up 5.00% with a trading volume of 758,900 shares and a transaction value of 175 million [1] - Lida Xin (605365) closed at 22.01, up 2.71% with a trading volume of 98,200 shares and a transaction value of 216 million [1] - Yangguang Lighting (600261) closed at 3.60, up 1.41% with a trading volume of 135,200 shares and a transaction value of 48.32 million [1] - Other notable stocks include Qingshang Co. (002638) at 66.7, up 1.36%, and Op Lighting (603515) at 18.03, up 1.12% [1] Capital Flow - The lighting equipment sector saw a net inflow of 38.04 million from main funds, while retail funds experienced a net outflow of 34.55 million [2] - Main funds showed significant inflows in Qingshang Co. (209.73 million) and Lida Xin (195.88 million), while retail funds showed outflows in several stocks including *ST Xingguang and Yangguang Lighting [3]

Group 1: LED Lighting Business - The company focuses on the outdoor and industrial LED lighting segments, establishing a global production base to enhance delivery capabilities [1] - The company has formed stable business partnerships with well-known brands such as Longdawans, Signify, RAB Lighting, and Hubbell [1] - The company has production bases in Shenzhen and Zhongshan, China, with an intelligent manufacturing base in Zhongshan expected to be operational by Q3 2024, and has also established overseas production bases in Vietnam and Mexico [1] - The gross margin of the lighting business has declined in the first three quarters of 2025 due to overseas tariff policies, but a turnaround is expected with the delivery of new overseas factories [1] Group 2: Thin-Wall Cross Roller Bearings - Thin-wall cross roller bearings are critical components in industrial robots, offering high rigidity, precision, and load capacity compared to standard bearings [2] - The demand for harmonic reducers, which utilize thin-wall cross roller bearings, is projected to reach approximately 800,000 units in China in 2024, growing to about 1.21 million units by 2028 [2] - The market for thin-wall cross roller bearings is expected to continue expanding due to the rapid development of the industrial robot industry [2] Group 3: Strategic Investments and Future Outlook - The company is strategically investing in the domestic production of thin-wall cross roller bearings to replace imports, leveraging the technical expertise and production capacity of its partner, Luoyang Ovit Precision Bearings [3] - The company anticipates revenue of 1.504 billion, 1.755 billion, and 1.905 billion yuan for the years 2025 to 2027, with net profits of 23 million, 120 million, and 169 million yuan respectively, and EPS of 0.31, 1.64, and 2.31 yuan [3] - The company is initiating coverage with a "recommended" rating, considering the stable development of its lighting business and its proactive entry into the core components of robotics [4]

Group 1 - The core viewpoint of the article highlights that Lianyu Co., Ltd. (SZ 001326) has engaged in investor research, with key executives participating in discussions about the company's performance and future outlook [1] - For the first half of 2025, Lianyu's revenue composition shows that lighting fixtures account for 99.78% of total revenue, indicating a strong focus on this segment [1] - As of the latest update, Lianyu's market capitalization stands at 3.5 billion yuan [2]

Group 1: Company Performance and Challenges - The company's performance has declined due to trade friction, leading to increased costs in logistics, management, and production from Q4 2024 to Q3 2025, but these impacts are expected to stabilize as operations in Zhongshan, Vietnam, and Mexico become more efficient [1] - The company anticipates a trend reversal in profitability as scale effects are gradually released [1] Group 2: North American Market Expansion - The company has established a "consolidate existing customers + breakthrough new customers" strategy in North America, enhancing cooperation with core customers and driving steady order growth [2] - New key customers developed earlier are showing results, and the company is leveraging North American customers' channel resources for efficient expansion [2] Group 3: Production Capacity and Strategy - The Vietnam factory is the main overseas production hub, accounting for approximately 70% of the company's products shipped in 2025, while the Mexico factory serves as a strategic supplement focusing on local compliance and rapid response [3] - The collaboration between the Vietnam and Mexico factories creates an efficient synergy that effectively mitigates tariff impacts [3] Group 4: Future Growth Areas - The outdoor and industrial LED lighting market has low penetration overseas and is expected to grow significantly, providing a strong growth opportunity for the company [4] - The company is also focusing on special lighting areas such as plant lighting, sports lighting, and explosion-proof lighting, which are anticipated to experience rapid growth [4] Group 5: Special Lighting Business Performance - The special lighting segment has seen significant growth this year, driven by demand in North America, particularly in the plant lighting market, which is projected to reach $1.366 billion in 2025 with a compound annual growth rate of 8.6%-9.04% from 2025 to 2033 [5] - The company aims to capitalize on the rapid growth of the plant lighting market through continuous innovation and expansion [5] Group 6: Investment and Collaboration - In September 2025, the company signed an investment agreement with Luoyang Aowei, focusing on high-end bearing production, leveraging its supply chain resources and market experience to empower the invested enterprise [6] - The collaboration aims to develop Aowei into a benchmark enterprise in its niche market [6] Group 7: Market Outlook for Key Products - The market for thin-walled cross roller bearings, crucial for robotics, is expected to grow rapidly due to the increasing demand from various high-tech industries [7] - The company plans to maintain a flexible and cautious development strategy in the robotics sector, adapting to market opportunities [7]

登录新浪财经APP 搜索【信披】查看更多考评等级 该回购方案的核心参数如下： - 回购资金总额：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）； - 初始回购价格上限：不超过人民币47.30元/股（含本数）； - 回购实施期 限：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24日。 深圳市联域光电股份有限公司（以下简称"联域股份"，股票代码：XXXX）于2025年11月5日发布回购 股份进展公告，披露了截至2025年10月31日的股份回购实施情况。公告显示，公司当前回购进程符合既 定方案，回购价格未超过调整后的上限，各项操作均遵循相关法律法规要求。 回购方案基本概况 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，主要用于实施员工持股计划和/或股权激励计划。 联域股份表示，后续将根据市场环境及公司经营情况，在剩余回购期限内（即2026年4月24日前）继续 推进本次回购方案，并按照相关 ...

格隆汇11月4日丨联域股份(001326.SZ)公布，截至2025年10月31日，公司通过股票回购专用证券账户以 集中竞价交易方式累计回购公司股份222,200股，占公司总股本的比例为0.3036%；回购股份的最高成交 价为42.795元/股，最低成交价为35.440元/股，成交总金额为8,206,483.00元人民币（不含交易费用）。 本次回购股份资金来源为自有资金或自筹资金，回购价格未超过调整后的回购价格上限，符合相关法律 法规的要求，符合既定的回购方案。 ...

证券代码：001326 证券简称：联域股份 公告编号：2025-058 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。 二、回购股份的进展情况 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等有关规定，公司应当在每个月的前三个交易日内披露截至 上月末的回购进展情况。现将公司截至 2025 年 10 月 31 日的回购进展情况公告 如下： 截至 2025 年 10 月 31 日，公司通过股票回购专用证券账户以集中竞价交易 方式累计回购公司股份 222,200 股，占公司总股本的比例为 0.3036%；回购股份 的最高成交价为 42.795 元/股，最低成交价为 35.440 元/股，成交总金额为 8,206,483.00 元人民币（不含交易费用）。本次回购股份资金来源为自有资金 或自筹资金，回购价格未超过调整后的回购价格上限，符合相关法律法规的要求， 符合既定的回购方案。 三、其他说明 公司回购股份的时间、回购股份数量、回购股份价格及集中竞价交易的委托 时间段等均符合《 ...

Group 1: Company Overview and Financial Performance - In the first three quarters of 2025, the company achieved a revenue of approximately CNY 1.155 billion, marking a 1.03% increase year-on-year, setting a historical high for revenue [3] - The net profit attributable to shareholders for the same period was approximately CNY 19.53 million, a decline of 79.23% compared to the previous year, due to intensified industry competition and international trade frictions [3] Group 2: Production and Capacity Strategy - The company has increased its R&D investment to accelerate the intelligent iteration and upgrade of core products, while also promoting special lighting products and expanding into new markets [2] - Approximately 70% of the company's products are shipped from its Vietnam factory, which serves as the main overseas production hub, while the Mexico factory is a strategic supplementary base [4] Group 3: Market and Competitive Landscape - The North American LED lighting market is expected to grow significantly in the long term, despite short-term demand weakness due to tariffs [5] - The company plans to leverage its established presence in North America to expand into Europe and other regions, utilizing its relationships with major clients [5] Group 4: Investment in New Ventures - In September 2025, the company strategically invested in Luoyang Aowite, which specializes in the production of bearings and components, aiming to enhance its capabilities in high-end manufacturing [6] - Aowite has a team of approximately 100 people and has established a production base in Luoyang, with the ability to produce a diverse range of products across 10 series [8] Group 5: Future Outlook and Strategic Goals - The company anticipates that as its production bases in Zhongshan, Vietnam, and Mexico stabilize, its profitability will trend positively [4] - Aowite's core competitive advantages include a strong technical team with 8-15 years of experience and a diverse product matrix, positioning it well in the precision bearing market [9]