广东星光发展股份有限公司 1、广东星光发展股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日 收到实际控制人、董事长戴俊威先生的通知，基于对公司未来发展前景的坚定信 心以及对公司长期投资价值的认可，同时为增强投资者信心，以实际行动保护广 大投资者利益，其控制的企业"广东富泰控股有限公司"（以下简称"富泰控股"） 计划通过深圳证券交易所交易系统以集中竞价、大宗交易方式或法律法规允许的 其他交易方式增持公司股份，计划增持金额不低于人民币 1,000 万元（含）且不 高于人民币 2,000 万元（含）。 2、本次增持计划的实施期限：自 2025 年 4 月 29 日起未来 3 个月内。在实 施增持股份计划过程中，增持主体将遵守中国证券监督管理委员会、深圳证券交 易所等关于股票买卖的相关规定。增持计划实施期间，如遇公司股票停牌，增持 计划将在股票复牌后顺延实施并及时披露。 关于实际控制人、董事长增持公司股份计划的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示 证券代码：002076 证券简称：星光股份 公告编号：2025-031 3、风 ...

星光股份(002076.SZ)公告称，公司实际控制人、董事长戴俊威控制的广东富泰控股有限公司计划通过 深圳证券交易所交易系统以集中竞价、大宗交易方式或法律法规允许的其他交易方式增持公司股份，计 划增持金额不低于人民币1,000万元（含）且不高于人民币2,000万元（含）。增持计划的实施期限为自 2025年4月29日起未来3个月内。增持主体承诺将严格遵守相关法律法规，在增持计划实施期限内完成本 次增持计划。本次增持计划符合相关法律法规的规定，不会导致公司控制权变化，也不会导致公司股权 分布不符合上市条件。 ...

证券代码：002076 证券简称：星光股份 公告编号：2025-022 广东星光发展股份有限公司 关于公司股票交易被实施退市风险警示暨停牌的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 公司于 2025 年 4 月 28 日披露了《2024 年年度报告》，公司 2024 年度经审 计的利润总额、净利润、扣除非经常性损益后的净利润三者均为负值，且扣除后 的营业收入低于 3 亿元。根据《深圳证券交易所股票上市规则》第 9.3.1 条第一 款第（一）项的规定，上市公司出现"（一）最近一个会计年度经审计的利润总 额、净利润、扣除非经常性损益后的净利润三者孰低为负值，且扣除后的营业收 入低于 3 亿元"的情形，公司股票交易在 2024 年年度报告披露后被实施退市风 险警示（在股票简称前冠以*ST 字样）。 一、股票种类、简称、证券代码以及实施退市风险警示起始日 1、股票种类：人民币普通股 A 股； 2、股票简称：由"星光股份"变更为"*ST 星光"； 3、证券代码：无变动，仍为"002076"； 4、实施退市风险警示起始日：2025 年 4 月 29 日。公司股 ...

Core Viewpoint - The significant discrepancy between the earnings forecast and the actual annual report data of Starlight Co., Ltd. has led to regulatory warnings and administrative measures against its executives due to negligence in their duties [1][2][3] Group 1: Earnings Forecast vs. Actual Results - On January 20, 2025, Starlight Co. announced an expected profit of 1.5 million to 2.25 million yuan for 2024, but the actual report on April 27 revealed a loss of 32.53 million yuan, indicating a fundamental reversal in earnings expectations with a discrepancy exceeding 30 million yuan [1][2] Group 2: Regulatory Violations - The Guangdong Securities Regulatory Bureau identified two main violations: inaccurate information disclosure regarding significant risks and a delayed warning about the risk of delisting, which should have been communicated by January 31, 2025, but was only disclosed with the annual report on April 27 [2] Group 3: Executive Accountability - The chairman, general manager, and board secretary were found to have failed in their responsibilities, reflecting systemic governance issues within the company [3] Group 4: Underlying Causes of Performance Reversal - The performance reversal is attributed to multiple factors, highlighting severe issues in strategic decision-making, financial management, and risk control [4] Group 5: Aggressive Acquisitions and Goodwill Impairment - In 2024, the company acquired two firms for 18 million yuan, but the combined goodwill impairment reached 23.41 million yuan, indicating overvaluation and failure to assess the acquired companies' market potential adequately [5][6] Group 6: Declining Traditional Business and Insufficient New Revenue - Despite a 27.22% increase in revenue to 192 million yuan, the growth was primarily from traditional businesses, while new ventures underperformed, leading to a decline in overall profitability [7][8] Group 7: Financial Risk Exposure - The 2024 annual report revealed a high debt ratio of 65%, with liquidity ratios nearing critical levels, indicating a strained cash flow and weak risk resilience [9]

外资态度来看，本期较上一季度持股减少的外资基金共计1个，即UBS AG，持股减少占比小幅下跌。 本期较上一季度新披露的外资机构有 2 家 ，包括BARCLAYS BANK PLC、MORGAN STANLEY & CO. INTERNATIONAL PLC.。 2025年4月28日，星光股份(002076.SZ)发布2024年年度报告。截至2025年4月27日，共有11个机构投资 者披露持有星光股份A股股份，合计持股量达1.40亿股，占星光股份总股本的12.63%。其中，前十大机 构投资者包括佳德轩(广州)资本管理有限公司、广东尚凡资本投资有限公司、广东粤佳创新投资合伙企 业(有限合伙)、UBS AG、BARCLAYS BANK PLC、MORGAN STANLEY & CO. INTERNATIONAL PLC.、格林宏观回报混合A、东方量化成长灵活配置混合A、博时量化多策略股票A、博时量化平衡混 合A，前十大机构投资者合计持股比例达12.63%。相较于上一季度，前十大机构持股比例合计下跌了 2.54个百分点。 公募基金方面，本期较上一季度新披露的公募基金共计5个，包括格林宏观回报混合A、东方量化成长 灵活 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 广东星光发展股份有限公司（以下简称"公司"）于近日收到中国证券监督管理委员会广东监管局（以下 简称"广东证监局"）出具的《关于对广东星光发展股份有限公司、戴俊威、李振江、张桃华采取出具警 示函措施的决定》（〔2025〕48号）（以下简称"警示函"），现将有关情况公告如下： 一、警示函内容 2025年1月20日，星光股份披露《2024年度业绩预告》，预计公司2024年利润总额、归属于上市公司股 东的净利润（以下简称净利润）和扣除非经常性损益后的净利润（以下简称扣非净利润）分别为150万 元-225万元、355万元-520万元、135万元-200万元。4月27日，公司发布《2024年年度报告》，披露2024 年经审计利润总额为亏损3253.20万元，净利润为亏损3097.56万元，扣非净利润为亏损2696.90万元。星 光股份《2024年度业绩预告》预计的业绩金额与实际差异较大，盈亏性质发生变化，且未在会计年度结 束后一个月内披露公司股票交易可能被实施退市风险警示的风 ...

Core Viewpoint - Starlight Co., Ltd. has faced regulatory scrutiny due to significant discrepancies between its 2024 performance forecast and actual results, leading to a warning letter from the Guangdong Securities Regulatory Bureau [1][2]. Financial Performance - In 2024, Starlight Co., Ltd. reported revenue of 192 million yuan, representing a year-on-year increase of 27.22% [4]. - The company incurred a net loss attributable to shareholders of 30.98 million yuan, with the loss widening by 136.35%, marking the second consecutive year of losses [1][4]. Regulatory Actions - The Guangdong Securities Regulatory Bureau issued a warning letter to Starlight Co., Ltd. due to the failure to disclose the potential for delisting risk in a timely manner, violating disclosure regulations [2][3]. - Key executives, including the chairman and CFO, were held responsible for the company's non-compliance with disclosure obligations [2]. Internal Control and Audit - The annual audit report highlighted deficiencies in the company's internal controls related to investment management, prompting corrective actions [3]. - The auditing firm provided an unqualified opinion with an emphasis on the issues identified [2]. Business Segments and Acquisitions - Starlight Co., Ltd. operates in various sectors, including LED lighting, UV disinfection, automotive lighting, lithium battery production equipment, and information security [4]. - The lithium battery production equipment segment accounted for 29.43% of total revenue, while the newly added information security segment generated only 6.34 million yuan, contributing to the company's losses [4][5]. - The company acquired 51% stakes in two firms, aiming to enhance its information security capabilities, although the expected synergies have not yet materialized [5]. Research and Development - Despite an increase in R&D personnel from 85 to 113, R&D expenses significantly decreased from 15.51 million yuan in 2023 to 4.51 million yuan in 2024 due to fewer projects [5].

Group 1 - Haiyuan Composite will implement delisting risk warning from April 29, 2025, with stock name changed to "*ST Haiyuan" and daily price fluctuation limit set at 5% [3] - Xinlaifu plans to acquire 100% of Jin Nan Magnetic Materials, with the transaction expected to constitute a major asset restructuring, and stock will resume trading on April 28, 2025 [4] - Hongbaoli's subsidiary successfully completed trial production of polyether technology transformation project, producing qualified products [5] - Xingguang Co. received a warning letter from Guangdong Securities Regulatory Bureau due to significant discrepancies in 2024 performance forecast and actual results [6] - Meirui New Materials' subsidiary successfully completed the production process for its polyurethane industrial park phase one project [7] Group 2 - Taigang Stainless Steel reported Q1 2025 net profit of 188 million yuan, a year-on-year increase of 5506.92%, with revenue of 23.31 billion yuan, down 4.71% [9] - Shen Shen Fang A reported Q1 2025 net profit of 72.42 million yuan, a year-on-year increase of 3718.51%, with revenue of 330 million yuan, up 457.38% [10] - Qingda Environmental reported Q1 2025 net profit of 68.71 million yuan, a year-on-year increase of 990.26%, with revenue of 619 million yuan, up 317.43% [11] - Jincai Hulin reported Q1 2025 net profit of 13.65 million yuan, a year-on-year increase of 466.95%, with revenue of 206 million yuan, down 33% [13] - New Sai Co. reported Q1 2025 net profit of 18.19 million yuan, a year-on-year increase of 315.74%, with revenue of 1.215 billion yuan, up 312.03% [14] - Kexing Pharmaceutical reported Q1 2025 net profit of 25.58 million yuan, a year-on-year increase of 106.21%, with revenue of 354 million yuan, down 1.97% [15] - Jiechang Drive reported Q1 2025 net profit of 113 million yuan, a year-on-year increase of 62.21%, with revenue of 961 million yuan, up 35.59% [16] - Taihe Co. reported Q1 2025 net profit of 78.53 million yuan, a year-on-year increase of 50.94%, with revenue of 1.033 billion yuan, up 18.5% [17] - Xiyu Co. reported Q1 2025 net profit of 499 million yuan, a year-on-year increase of 53.08%, with revenue of 9.729 billion yuan, up 15.82% [18] - Hualing Cable reported Q1 2025 net profit of 32.16 million yuan, a year-on-year increase of 55.54%, with revenue of 1.005 billion yuan, up 11.38% [19] - Dong'a Ejiao reported Q1 2025 net profit of 425 million yuan, a year-on-year increase of 20.25%, with revenue of 1.719 billion yuan, up 18.24% [20] - China Rare Earth reported Q1 2025 net profit of 72.62 million yuan, turning from loss to profit, with revenue of 728 million yuan, up 141.32% [21] - Gree Electric reported 2024 net profit of 32.185 billion yuan, a year-on-year increase of 10.91%, with revenue of 189.164 billion yuan, down 7.26% [22] - Luzhou Laojiao reported 2024 net profit of 13.473 billion yuan, a year-on-year increase of 1.71%, with revenue of 31.196 billion yuan, up 3.19% [24] - Yake Technology reported 2024 net profit of 872 million yuan, a year-on-year increase of 50.41%, with revenue of 6.862 billion yuan, up 44.84% [25] - Gujing Gongjiu reported 2024 net profit of 5.517 billion yuan, a year-on-year increase of 20.22%, with revenue of 23.578 billion yuan, up 16.41% [26] - Lanzhou Bank reported 2024 net profit of 1.888 billion yuan, a year-on-year increase of 1.29%, with revenue of 7.854 billion yuan, down 2.02% [27] - China Power Construction reported 2024 net profit of 12.015 billion yuan, a year-on-year decrease of 7.21%, with revenue of 633.685 billion yuan, up 4.07% [28] - China Communications Construction reported Q1 2025 net profit of 5.467 billion yuan, a year-on-year decrease of 10.98%, with revenue of 154.644 billion yuan, down 12.58% [29] Group 3 - Koweil plans to reduce its shareholding by up to 3.21% [31] - Nanya New Materials plans to reduce its repurchased shares by up to 238,480 shares, accounting for 1% of total shares [32] - Xiangsheng Medical's shareholders plan to reduce their holdings by up to 1.72% [33] Group 4 - Zhenhua Heavy Industry plans to repurchase shares worth 50 million to 100 million yuan [35] - Deep Keda plans to acquire 16.92% of the equity of its subsidiary Xianma Technology for 47.376 million yuan [37] - Jinchengxin signed a mining production contract with Western Mining, with an estimated contract value of approximately 377 million yuan [38]

Group 1: Securities Market Regulation - The Shenzhen Stock Exchange took self-regulatory measures against 105 cases of abnormal trading behavior from April 21 to April 25, involving market manipulation and false declarations [1] - The exchange conducted investigations into 12 major corporate events and reported 2 cases to the China Securities Regulatory Commission for suspected violations [1] Group 2: Smartphone Market - In Q1 2025, China's smartphone market saw a 5% year-on-year increase, with shipments reaching 70.9 million units, driven by government subsidies and consumer recovery [1] - Xiaomi regained the top position with a shipment of 13.3 million units, marking a 40% increase and a market share of 19% [1] - Huawei followed closely with 13 million units shipped, maintaining double-digit growth, while Apple experienced an 8% decline in shipments, totaling 9.2 million units [1] Group 3: Low-altitude Economy - The "Low-altitude Economic Development Trend Report" predicts that by 2030, over 100 eVTOL companies will emerge in China, with several expected to obtain operational certifications by 2027 [2] Group 4: Corporate Investigations - Dongni Electronics was placed under investigation by the CSRC for suspected information disclosure violations, following multiple warning letters regarding similar issues [3] - Nord Shares and Hongtian Shares are both under investigation for failing to disclose related party transactions as required [5] Group 5: Financial Performance - Shuo Beid's Q1 2025 report showed a revenue of 518 million yuan, a 41.69% increase, and a net profit of 14.52 million yuan, up 276.05% year-on-year [6] - Luzhou Laojiao reported a 3.19% increase in revenue for 2024, totaling 31.196 billion yuan, with a net profit of 13.473 billion yuan, up 1.71% [7] - Hongchuan Wisdom's 2024 revenue decreased by 6.27% to 1.45 billion yuan, with a net profit drop of 46.57% to 158 million yuan [8] - Gree Electric's 2024 revenue fell by 7.26% to 189.164 billion yuan, while net profit increased by 10.91% to 32.185 billion yuan [9]

二、前10名无限售条件股东持股情况 不分配不转增 前十大流通股东累计持有： 21233.19万股，累计占流通股比： 20.63%，较上期变化： -3075.67万股。 | 名称 | 持有数量(万股) | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 佳德轩(广州)资本管理有限公司 | 8026.36 | 7.80 | 不变 | | 柴国生 | 4364.11 | 4.24 | 不变 | | 广东尚凡资本投资有限公司 | 2100.00 | 2.04 | 不变 | | 戴俊威 | 2000.00 | 1.94 | 不变 | | 广东粤佳创新投资合伙企业(有限合伙) | 2000.00 | 1.94 | -2000.00 | | UBS AG | 709.02 | 0.69 | -16.47 | | BARCLAYS BANK PLC | 633.29 | 0.62 | 新进 | | MORGAN STANLEY & CO. INTERNATIONAL PLC. | 524.36 | 0.51 | 新进 | | 李昭强 | 440.0 ...