Core Points - The controlling shareholder of Fujing Technology (002222.SZ), the Fujian Institute of Material Structure Research of the Chinese Academy of Sciences, plans to reduce its stake in the company by up to 9.405 million shares, which represents no more than 2.00% of the total share capital [1] Summary by Category - **Shareholder Actions** - The controlling shareholder intends to execute the share reduction plan within three months after the disclosure of the plan, utilizing either centralized bidding or block trading methods [1]

证券代码：002222 证券简称：福晶科技 公告编号：2025-030 福建福晶科技股份有限公司 关于控股股东减持股份预披露的公告 控股股东中国科学院福建物质结构研究所保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示：持有本公司股份 96,800,000 股（占本公司总股本比例 20.58%）的控股 股东中国科学院福建物质结构研究所计划在本次减持计划披露之日起十五个交易日后 的三个月内以集中竞价方式或大宗交易方式减持本公司股份不超过 940.50 万股（不超 过公司总股本的 2.00%）。 福建福晶科技股份有限公司（以下简称"公司"）于近日收到控股股东中国科学院 福建物质结构研究所（以下简称"物构所"）出具的《股份减持计划》，现将有关情况 公告如下： 一、拟减持股东的基本情况 | 股东名称 | 持股数量（股） | 占公司总股本比例 | | --- | --- | --- | | 中国科学院福建物质结构研究所 | 96,800,000 | 20.58% | 二、本次减持计划的主要内容 1、减持原因：物 ...

Core Viewpoint - The controlling shareholder of Fujing Technology, the Institute of Material Structure Research of the Chinese Academy of Sciences, plans to reduce its stake by up to 940.5 million shares, representing 2.00% of the total share capital, to raise funds for development and reform [1] Summary by Relevant Sections - **Shareholding Details** - The controlling shareholder holds 96.8 million shares, accounting for 20.58% of the total shares [1] - **Reduction Plan** - The reduction will occur within three months after the disclosure date, through centralized bidding or block trading [1] - Within 90 days, the shareholder plans to reduce holdings by no more than 1% through centralized bidding and no more than 2% through block trading [1] - **Purpose of Reduction** - The reason for the share reduction is to raise funds for development and reform [1] - **Source of Shares** - The shares to be reduced were acquired before the IPO and through capital reserve conversion [1] - **Pricing Mechanism** - The price for the share reduction will be determined by market conditions [1]

Group 1: Company Performance - The company reported a significant increase in revenue and profit in Q3 2025, driven primarily by strong demand in the industrial laser sector [2] - The company aims to achieve an annual revenue target of 150 million for the photon segment, with performance on track as of Q3 [2] Group 2: Market Demand - There has been a robust demand for semiconductor equipment, with domestic companies like Zhongwei, Tuojing, and Changchuan performing well [2] - The demand for ultrafast lasers in the photovoltaic industry has surged, contributing to the increase in prepayments for material procurement [2] Group 3: Technical Capabilities - The company has the capability to process optical components with a surface roughness of less than 0.1 nm RMS for planar optical components [2]

为便于广大投资者进一步了解公司2025年第三季度经营情况，公司定于2025年11 月4日（星期二）15:00至16:30在深圳证券交易所互动易平台"云访谈"栏目举行2025 年第三季度业绩说明会。投资者可登录互动易网站（http://irm.cninfo.com.cn），进 入"云访谈"栏目参与。 出席本次业绩说明会的人员有：公司副董事长兼总经理陈秋华先生、财务总监郭宗 慧先生、董事会秘书薛汉锋先生（如遇特殊情况，参会人员可能进行调整）。 为提升交流的针对性，投资者可提前访问互动易网站（http://irm.cninfo.com.cn）， 进入公司本次说明会页面进行提问，公司将在本次业绩说明会上，对投资者普遍关注的 问题进行回答。 欢迎广大投资者积极参与。 福建福晶科技股份有限公司 董事会 证券代码：002222 证券简称：福晶科技 公告编号：2025-029 福建福晶科技股份有限公司 关于举行2025年第三季度业绩说明会的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 福建福晶科技股份有限公司（以下简称"公司"）于2025年10月29日在《证券时报》 ...

Group 1 - The changes in heavy holdings of social security funds and public funds are closely monitored as they represent core forces in the capital market [1] - As of October 29, 3108 stocks have public funds among their top ten circulating shareholders, with Ningde Times, Kweichow Moutai, and Zhongji Xuchuang being the top three by market value [1] - Social security funds are present in the top ten circulating shareholders of 456 stocks, with a total holding market value of 117.77 billion yuan, including 19 stocks with holdings exceeding 1 billion yuan [1] Group 2 - Social security funds show a preference for leading companies, concentrating on them to enhance portfolio stability, reflecting a long-term value investment philosophy [1] - The technology innovation sector has become a new allocation direction, with significant increases in industries like communications and electronics that align with industrial upgrades [1][2] - Both social security and public funds have shown a strong interest in the electronics industry, with notable increases in holdings of companies like Xinwei Communication and Yilian Network [2] Group 3 - The commonality between social security funds and public funds lies in their core demand for long-term asset preservation and appreciation, though their operational styles differ [3] - Public funds tend to be more flexible in seizing investment opportunities due to dual pressures of assessment and scale, leading to higher concentration in their investment portfolios [3] - Social security funds focus on long-term performance benchmarks and have a more stable investment style, often holding stocks for longer periods [3]

Core Insights - The optical and optoelectronic sector experienced a slight increase of 0.01% on October 29, with Gobi Jia leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Gobi Jia (code: 920438) saw a significant rise of 15.40%, closing at 44.88 with a trading volume of 115,100 shares and a transaction value of 483 million [1] - Weida Optoelectronics (code: 920001) increased by 5.80%, closing at 22.25 with a trading volume of 26,200 shares [1] - ST Hengjiu (code: 002808) rose by 5.05%, closing at 5.82 with a trading volume of 141,900 shares [1] - Wavelength Optoelectronics (code: 301421) increased by 4.86%, closing at 106.97 with a trading volume of 107,000 shares and a transaction value of 1.126 billion [1] - Tengjing Technology (code: 688195) rose by 4.75%, closing at 133.03 with a trading volume of 110,000 shares and a transaction value of 1.421 billion [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 489 million from institutional investors and 203 million from retail investors, while retail investors had a net inflow of 692 million [2] - The capital flow data indicates that major stocks like Fuzheng Technology (code: 002222) experienced a net outflow of 1.03 billion from institutional investors [3] - Water Crystal Optoelectronics (code: 002273) had a net inflow of 95.36 million from institutional investors, while also seeing a net outflow of 1.19 billion from speculative funds [3]

Core Insights - The Fujian sector in the A-share market continues to perform well, with several stocks hitting their daily limit up, indicating strong investor interest and positive market sentiment [1] Group 1: Stock Performance - Pingtan Development (000592) achieved a 10.02% increase, with a total market capitalization of 11.7 billion and a year-to-date increase of 110.45% [2] - Jibite (603444) also saw a 10.00% rise, bringing its market cap to 36.3 billion and a year-to-date increase of 136.50% [2] - Ruilite (002790) recorded a 9.96% increase, with a market cap of 4.154 billion and a year-to-date increase of 40.08% [2] - Fulongma (603686) rose by 7.92%, with a market cap of 10.9 billion and a year-to-date increase of 154.38% [2] - Xiamen Tungsten (600549) increased by 4.92%, with a market cap of 58.6 billion and a year-to-date increase of 96.47% [2] - Wanlishi (002785) saw a 4.53% increase, with a market cap of 8.312 billion and a year-to-date increase of 12.00% [2] - Kaiying Network (002517) rose by 4.49%, with a market cap of 53.2 billion and a year-to-date increase of 84.18% [2] - Xiamen Tungsten New Energy (688778) increased by 4.45%, with a market cap of 41.9 billion and a year-to-date increase of 120.43% [2] - Fujian Cement (600802) rose by 3.66%, with a market cap of 3.373 billion and a year-to-date increase of 94.20% [2] Group 2: Market Trends - The formation of a MACD golden cross signal indicates a positive trend in the stock prices of these companies, suggesting potential for further gains [1]

Investment Rating - The investment rating for the company is "Buy" [4]. Core Insights - The company reported better-than-expected performance in Q3 2025, with revenue of 3.23 billion yuan, a year-on-year increase of 43.21% and a quarter-on-quarter increase of 15.45% [2]. - The company has a comprehensive capability in "crystals + optical components + laser devices," making it a unique supplier in the industry [4]. - The establishment of a subsidiary, Zhiqi Photon Technology Co., Ltd., focuses on ultra-precision optical components, which is expected to contribute to revenue and profit growth [8]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 842 million yuan, a year-on-year increase of 26.62%, and a net profit of 218 million yuan, up 29.75% year-on-year [1]. - The gross profit margin for Q1-Q3 2025 was 52.81%, a decrease of 3.18 percentage points year-on-year, while the gross profit margin for Q3 2025 was 55.78%, a decrease of 0.98 percentage points year-on-year but an increase of 3.78 percentage points quarter-on-quarter [3]. - The company expects revenue for 2025-2027 to be 11.40 billion, 14.26 billion, and 17.38 billion yuan, respectively, with year-on-year growth rates of 30.2%, 25.1%, and 21.9% [9]. Market Position - The company is recognized as the largest producer of LBO and BBO crystals and has been awarded the "Manufacturing Single Champion Product" by the Ministry of Industry and Information Technology of China [4]. - The company has successfully broken the monopoly of foreign laser device suppliers, gaining recognition from research users [7].

证券代码：002222 证券简称：福晶科技 公告编号：2025-026 福建福晶科技股份有限公司 第七届董事会第八次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 一、董事会会议召开情况 1、会议通知：福建福晶科技股份有限公司（以下简称"公司"）第七届董事会第八次会 议通知于 2025 年 10 月 23 日以电子邮件、微信等通讯方式发出。 （一）以 9 票同意、0 票反对、0 票弃权的表决结果审议通过《2025 年第三季度报告》。 《2025 年第三季度报告》于同日在巨潮资讯网（http://www.cninfo.com.cn）和《证券 时报》披露。 该议案已经董事会审计委员会审议通过。 （二）以 9 票同意、0 票反对、0 票弃权的表决结果审议通过《2025 年前三季度利润分 配方案》。 具体方案详见于同日在巨潮资讯网（http://www.cninfo.com.cn）和《证券时报》披露 的《关于 2025 年前三季度利润分配方案的公告》（公告编号 2025-028）。 该议案已经独立董事专门会议审议通过。 2、会议召开时间和方式：本次会议于 ...