"东风系"集体大跌，"兵装系"集体大涨。 今日（6月5日）早盘，"东风系"上市公司集体大跌。 A股方面，东风股份（600006）盘中一度跌近8%，截至午间收盘跌6.94%。 | < W | 东风股份(600006) | | | --- | --- | --- | | | 交易中 06-05 11:30:01 融 通 | | | 7.38 | 额 8.76亿 股本 20.00亿 市盈 367 | 万得 | | | | 참□ | | -0.55 -6.94% 换5.90% | 市值1 148亿 市净 1.75 | | | 分时 | 周K 月K 更多 © 五日 | | | 暨加 | 均价:7.43 | 盘口 资金 | | 8.55 | 7.82% 卖五 | 7.43 1694 | | | SE JU | 7.42 1114 | | | | 7.41 633 7.40 2237 | | 7.93 | 0.00% 买一 | 7.39 1088 | | | | 7.38 1386 | | | | 7.37 1247 | | | | 7.36 2968 | | | | 7.35 1.80万 | | | 2-17 -7.82 ...

分立重组不会对本公司正常生产经营活动构成重大影响。 中光学集团股份有限公司 关于控股股东中国兵器装备集团有限公司 重组进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 2025 年 2 月 9 日，中光学集团股份有限公司（以下简称"本 公司"）接到控股股东中国兵器装备集团有限公司（以下简称"兵 器装备集团"）通知，兵器装备集团正在与其他国资央企集团筹 划重组事项。详细内容见本公司于 2025 年 2 月 10 日披露的《关 于控股股东拟发生变更的提示性公告》（公告编号：2025-008）。 现将有关进展情况公告如下： 2025 年 6 月 4 日，本公司接到兵器装备集团通知，兵器装 备集团收到国务院国有资产监督管理委员会（以下简称"国务院 国资委"）通知，经国务院批准，对兵器装备集团实施分立。其汽 车业务分立为一家独立中央企业，由国务院国资委履行出资人职 责；国务院国资委按程序将分立后的兵器装备集团股权作为出资 注入中国兵器工业集团有限公司。 分立重组后，本公司控股股东后续或将发生变更，实际控制 人未发生变化。 证券代码：002189 证券简称： ...

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has experienced a decline, with a drop of 0.34% as of the market close on June 4, positioning it among the top decliners in the concept sector [1][2] - Within the military equipment restructuring concept, stocks such as Dong'an Power, Chang'an Automobile, and Changcheng Military Industry saw significant declines, while Hunan Tianyan, Huqiang Technology, and Construction Industry were among the few that increased, with respective gains of 0.44%, 0.18%, and 0.15% [1][2] - The military equipment restructuring concept faced a net outflow of 0.43 billion yuan from main funds today, with six stocks experiencing net outflows, led by Chang'an Automobile, which saw a net outflow of 22.58 million yuan [2] Group 2 - The top decliners in the military equipment restructuring concept included Chang'an Automobile (-0.24%), Dong'an Power (-2.14%), and Changcheng Military Industry (-0.66%), while Hunan Tianyan was the only stock with a positive change [2] - The trading volume for Chang'an Automobile was 0.52%, and it had the highest net outflow of main funds at 22.58 million yuan, followed by Dong'an Power with a net outflow of 18.22 million yuan [2] - The overall performance of the military equipment restructuring concept contrasts with other sectors, such as the beer concept, which increased by 3.85% [2]

Group 1 - The military equipment restructuring concept has seen a decline of 1.73%, ranking among the top declines in the concept sector, with companies like Hunan Tianyan, Changcheng Military Industry, and Construction Industry experiencing significant drops [1] - The military equipment restructuring concept faced a net outflow of 177 million yuan from main funds today, with seven stocks experiencing net outflows, and five stocks seeing outflows exceeding 10 million yuan [2] - The stock with the highest net outflow is Changan Automobile, which saw a net outflow of 110 million yuan, followed by Changcheng Military Industry, Hunan Tianyan, and Construction Industry with net outflows of 16.49 million yuan, 15.59 million yuan, and 15.03 million yuan respectively [2] Group 2 - The top gainers in the concept sector today include medical waste treatment with a gain of 2.66%, and combustible ice with a gain of 2.50%, while the military equipment restructuring concept was among the top losers [2] - The trading volume for Changan Automobile was 0.68%, while Changcheng Military Industry had a turnover rate of 2.04%, and Hunan Tianyan had a turnover rate of 6.62% [2] - The military equipment restructuring concept includes several companies, with notable declines in stock prices, indicating a challenging market environment for this sector [1][2]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has shown a positive performance, with a 1.99% increase, ranking fourth among concept sectors [1][2] - Within the military equipment restructuring sector, four stocks experienced gains, with Hunan Tianyan hitting the daily limit, and other notable performers including Construction Industry, Zhongguang Optical, and Dong'an Power, which rose by 3.06%, 3.05%, and 0.24% respectively [1][2] - Conversely, stocks such as Huachuang Technology, Changan Automobile, and Great Wall Military Industry faced declines, with decreases of 1.73%, 0.32%, and 0.30% respectively [1][2] Group 2 - In terms of capital flow, the military equipment restructuring sector experienced a net outflow of 0.24 billion yuan, with three stocks receiving net inflows [2][3] - The stock with the highest net inflow was Construction Industry, which saw a net inflow of 48.55 million yuan, followed by Great Wall Military Industry and Zhongguang Optical with net inflows of 18.72 million yuan and 12.31 million yuan respectively [2][3] - The net inflow ratios for leading stocks in the sector were 4.83% for Great Wall Military Industry, 4.46% for Construction Industry, and 3.70% for Zhongguang Optical [3]

证券代码：002189 证券简称：中光学 公告编号：2025-029 中光学集团股份有限公司 2024年度股东大会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 重要提示 1.本次股东大会未出现否决提案的情形。本次会议召开期间没有增加、否决 或变更提案。 2.本次股东大会不涉及变更前次股东大会决议事项。 一、会议召开的情况 4.召集人：公司董事会 5.主持人：董事长陈海波先生 6.会议的召集、召开与表决程序符合《公司法》《上市公司股东大会规则》 及《公司章程》等法律、法规及规范性文件的规定。 二、会议的出席情况 1.召开时间： （1）现场会议召开时间为：2025年5月15日（星期四）15:00 （2）网络投票时间为：2025年5月15日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年5 月15日（星期四）上午9:15-9:25、9:30-11:30，下午13:00-15:00；通过深圳证 券交易所互联网投票系统投票的具体时间为：2025年5月15日（星期四）上午 9:15-15:00期间的任意时间。 2.召开地点：河南省南阳市工 ...

北京大成律师事务所 关 于 中光学集团股份有限公司 2024 年年 度 股东大会 之 法 律 意 见 书 大成证字[2025]第 2025000273-2 号 北 京 大 成 律 师 事 务 所 www.dentons.cn 北京市朝阳区朝阳门南大街 10 号兆泰国际中心 B 座 16-21 层（100020） 16-21F, Tower B, ZT International Center, No.10, Chaoyangmen Nandajie Chaoyang District, 100020, Beijing, China Tel: +86 10-58137799 Fax: +86 10-58137788 1 北京大成律师事务所 关于中光学集团股份有限公司 2024 年年度股东大会 之 法律意见书 大成证字[2025]第 2025000273-2 号 致：中光学集团股份有限公司 根据《中华人民共和国证券法》（以下简称"《证券法》"）、《中华人民共和国 公司法》（以下简称"《公司法》"）和中国证券监督管理委员会《上市公司股东大 会规则（2022 年修订）》（以下简称"《股东大会规则》"）等法律、法规和其 ...

Financial Performance and Challenges - The main reason for the 2024 loss was the high level of R&D investment, which was maintained at over 6% of revenue, amounting to 141 million CNY, representing 7.92% of total revenue [5][9] - The company has faced continuous losses for three years, with a goal to achieve profitability in 2025 [5][12] - The strategic projects in the special optoelectronics and automotive optoelectronics sectors have not yet shown scale effects, indicating a critical period of transformation [3][9] Strategic Focus and Development Plans - In 2025, the company aims to focus on key areas such as new domain and quality single-soldier/group intelligent equipment, and the next generation of automotive optoelectronics [8][12] - The company emphasizes innovation-driven growth, leveraging its full industry chain from optical components to complete systems [5][12] - The company plans to enhance market expansion and strengthen cooperation with leading market players [5][10] Market Position and Competitive Advantage - As a state-owned enterprise, the company benefits from platform advantages and business security effects [5][12] - The company has a clear strategy to optimize resource allocation and eliminate low-value-added businesses [3][9] - The company is actively responding to market concerns and maintaining investor interests, contributing to high-quality capital market development [4][11] R&D and Product Development - The company is committed to increasing R&D efficiency and quality, with a focus on core technology development [4][10] - Key products under development include AR-HUD, LCoS light engines, and military products, which are undergoing rapid product validation and market promotion [5][12] - The company has established a collaborative relationship with leading enterprises in the industry, enhancing its R&D capabilities [16] Governance and Management - The company has maintained a stable shareholding structure with no issues of major shareholder manipulation [4] - Management is focused on reducing costs and optimizing organizational structure to improve operational efficiency [14][19] - The company is committed to enhancing its market value management system to support high-quality development [11][14]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase of 5.31%, leading the concept sector in terms of growth [1][2] - Within the military equipment restructuring concept sector, seven stocks experienced gains, with Hunan Tianyan and Construction Industry hitting the daily limit, while Changcheng Military Industry, Dong'an Power, and Huachuang Technology also showed notable increases of 6.23%, 5.46%, and 4.49% respectively [1][2] Group 2 - The military equipment restructuring concept sector attracted a net inflow of 423 million yuan from main funds today, with six stocks receiving net inflows [2][3] - The stock with the highest net inflow was Construction Industry, which saw a net inflow of 261 million yuan, followed by Hunan Tianyan, Changcheng Military Industry, and Dong'an Power with net inflows of 81.57 million yuan, 53.78 million yuan, and 16.46 million yuan respectively [2][3] - In terms of fund inflow ratios, Construction Industry, Hunan Tianyan, and Huachuang Technology had the highest net inflow rates of 19.42%, 18.58%, and 9.71% respectively [3]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase, with a rise of 3.43%, ranking sixth among concept sectors [1][2] - Within the military equipment restructuring sector, seven stocks experienced gains, with Zhongguangxue hitting the daily limit, and other notable performers including Jianshe Industrial, Dong'an Power, and Hunan Tianyan, which rose by 5.39%, 2.54%, and 2.51% respectively [1][2] Group 2 - The military equipment restructuring sector attracted a net inflow of 152 million yuan from main funds today, with five stocks receiving net inflows [2][3] - Zhongguangxue led the net inflow with 63.15 million yuan, followed by Jianshe Industrial, Chang'an Automobile, and Changcheng Military Industry, which saw net inflows of 45.55 million yuan, 32.11 million yuan, and 11.35 million yuan respectively [2][3] - In terms of fund inflow ratios, Zhongguangxue, Jianshe Industrial, and Changcheng Military Industry had the highest net inflow rates at 28.81%, 7.91%, and 7.22% respectively [3]