专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 分行业来看，军工电子行业CFO薪酬总额3325.37万元，平均薪酬65.2万元，同比增长4.36%。 按学历来看，军工电子行业CFO学历以本科及硕士为主，占比均为45.10%，其次为大专，占比7.84%， 博士仅1人，为华力创通CFO李国良。 按年龄来看，军工电子行业CFO年龄普遍超过40岁，年龄最小的为智明达CFO刘馨竹，1992年生，年仅 33岁。 军工电子行业，国科天成CFO吴明星薪酬最高，达173.82万元，约是行业平均薪酬的2.7倍，相当于日薪 6952.8万元；上年为151.23万元，同比增长14.9%。天和防务CFO李秀英薪酬最低，仅30.80万元，不到 行业平均薪酬的一半。 2024年12月，福建证监局对航天发展时任CFO王强采取监管谈话措施。王强2024年薪酬58.12万元，上 年为70 ...

金融界消息 截至2025年8月1日收盘，奥普光电（002338）报收于46.9元，下跌1.43%，换手率2.03%， 成交量4.86万手，成交金额2.29亿元。 资金流向方面，今日主力资金净流出2099.21万元，占比成交额9.17%。其中，超大单净流出201.05万 元、占成交额0.88%，大单净流出1898.16万元、占成交额8.29%，中单净流出流入772.24万元、占成交 额3.37%，小单净流入1326.97万元、占成交额5.8%。 天眼查商业履历信息显示，长春奥普光电技术股份有限公司，成立于2001年，位于长春市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本24000万人民币，实缴资本3151.46万 人民币。公司法定代表人为高劲松。 通过天眼查大数据分析，长春奥普光电技术股份有限公司共对外投资了11家企业，参与招投标项目103 次，知识产权方面有商标信息54条，专利信息205条，此外企业还拥有行政许可14个。 来源：金融界 奥普光电最新一期业绩显示，截至2025一季报，公司营业总收入1.66亿元、同比减少3.63%，归属净利 润1381.38万元，同比减少19.31%， ...

Group 1 - The controlling shareholder, Changchun Institute of Optics, Fine Mechanics and Physics, plans to reduce its stake in the company by up to 2,400,000 shares, which is no more than 1% of the total share capital [1][2] - The controlling shareholder currently holds 101,754,784 shares, representing 42.40% of the company's total share capital [1] - The reduction period is set to occur within 90 days after 15 trading days from the announcement date, subject to market conditions [2] Group 2 - The reduction plan will not conflict with any previously disclosed intentions or commitments [2] - The company has not experienced any significant financial distress, as it has maintained cash dividends that are not less than 30% of the average net profit over the last three years [2] - The reduction plan is not expected to significantly impact the company's equity structure or ongoing operations, nor will it lead to a change in control [2]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets announced significant updates, including stock issuance terminations, share transfers, acquisitions, and financial performance reports, which may present investment opportunities and risks for investors [2]. Major Events - Jinbo Co., Ltd. announced the termination of its plan to issue A-shares to specific investors for the year 2025 [3]. - Cross-Border Communication's largest shareholder successfully auctioned 8 million shares for 36.09 million yuan, with no change in control [4]. - Shanghai Shimao Development's subsidiary plans to sell part of its Quanzhou project for 2.053 billion yuan, expecting a net profit of approximately 163 million yuan [6]. - Prit Group's subsidiary introduced a strategic investor, Guangzhou Guoyan No. 1, through a capital increase [7]. - Caesar Travel's subsidiary intends to acquire 51% of Guotour Fujian for 16.83 million yuan [8]. - Dongfang Fortune's shareholder plans to transfer 159 million shares, representing 1% of the total share capital [9]. - Changhong High-Tech plans to acquire 100% of Guangxi Changke's equity, with shares resuming trading on July 21 [10]. - Weifu High-Tech intends to convert its B-shares to be listed on the Hong Kong Stock Exchange [11][12]. - ST Yazhen's stock will resume trading on July 21 after completing a verification process [13]. - ChipLink Integration plans to acquire 72.33% of ChipLink Yuezhou for 5.897 billion yuan [14]. - Notai Bio will be subject to risk warnings, changing its A-share abbreviation to ST Notai due to previous financial misreporting [15]. - Delisted Jinguang's stock will cease trading on July 25 [16]. - Bohui Co. plans to purchase servers and related assets for intelligent computing services, with a total expenditure not exceeding 390 million yuan [17]. Financial Performance - CICC's subsidiary reported a net profit of 987 million yuan for the first half of the year [21]. - Great Wall Motors reported a net profit of 6.337 billion yuan, a decrease of 10.22% year-on-year [22]. - Shuangjie Electric expects a net profit of 100 million to 120 million yuan, an increase of 16.03% to 39.23% year-on-year [23]. - Shentong Technology reported a net profit of 64.278 million yuan, a year-on-year increase of 111.09% [24]. - Sanhuan Group anticipates a net profit of 1.128 billion to 1.333 billion yuan, a growth of 10% to 30% year-on-year [25][26]. - Nanjing Gaoke's contract sales reached 820 million yuan, a year-on-year increase of 824.68% [27]. - Kaierda expects a net profit of 1.97 million to 2.56 million yuan, a decrease of 89.11% to 91.62% year-on-year [28]. Major Contracts - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Technology for a business collaboration worth up to 500 million yuan [29]. - Oke Technology signed a 176 million yuan equipment sales contract, accounting for 40.51% of its last year's revenue [30]. - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical for various technical collaborations [31]. Shareholding Changes - Hongbaoli's major shareholder plans to reduce its stake by up to 2% [33]. - Yaopi Glass's shareholder plans to reduce its stake by up to 2% [34]. - Dingsheng New Materials' shareholders plan to reduce their stake by up to 3% [35]. - Huiyun Titanium's controlling shareholder plans to reduce its stake by up to 3% [36]. - MediX's shareholder plans to reduce its stake by up to 1.49% [37]. - Aopu Optoelectronics' controlling shareholder plans to reduce its stake by up to 1% [38]. - Huada Jiutian's major shareholders plan to reduce their stakes by up to 1.5% [39][40]. Financing Activities - Zhengyu Industrial plans to raise up to 450 million yuan through a private placement [41]. - Dongwu Securities plans to raise up to 6 billion yuan through a private placement, with specific subscriptions from major investors [42]. - Weiguang Bio plans to raise up to 1.5 billion yuan for its smart industrial base project [43].

控股股东中国科学院长春光学精密机械与物理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。 长春奥普光电技术股份有限公司 控股股东减持股份预披露公告 证券代码：002338 证券简称：奥普光电 公告编号：2025-026 特别提示： 持本公司股份101,754,784股（占本公司总股本比例42.40%）的控股股东中 国科学院长春光学精密机械与物理研究所计划在自本公告发布之日起15个交易 日后的90日内，以集中竞价方式减持公司股份不超过2,400,000股（不超过公司 总股本的1%）。 长春奥普光电技术股份有限公司（以下简称"公司"）于近日收到公司控股 股东中国科学院长春光学精密机械与物理研究所的《减持计划告知函》。现将相 关事项公告如下： 一、 股东的基本情况 （一）股东名称：中国科学院长春光学精密机械与物理研究所（以下简称"长 春光机所"） （二）股东持股情况：长春光机所持有公司股份101,754,784股，占公司总 股本的42.40%。 二、 本次减持计划的主要内容 （一） 本次拟减持计划的相关情 ...

Core Viewpoint - Changchun City aims to establish the optoelectronic information industry as a new pillar industry, targeting a comprehensive output value exceeding 100 billion yuan by 2025, with a current output value of over 90 billion yuan in 2024, reflecting a year-on-year growth of 7.1% [3][4]. Industry Development - Changchun is recognized as the "cradle of optical science in New China," housing the first optical research institute and producing several "Chinese firsts" in the optical field [4]. - The city has cultivated numerous technology-driven enterprises in the optical sector, including 22 national-level specialized and innovative "little giant" enterprises and 4 national manufacturing champions [4]. - The local government has implemented the "Star 20 Policies" to support the high-quality development of the optoelectronic information industry, with an annual financial investment exceeding 600 million yuan [5][6]. Infrastructure and Ecosystem - Changchun has established specialized industrial zones, including the "Changzhiguang Valley" and "Optoelectronic Town," to enhance the development of the optoelectronic information industry [8][9]. - The Changchun Economic Development Zone has over 100 high-quality optoelectronic enterprises, forming a complete industrial chain from material research to chip manufacturing [8]. Innovation and Technology - The city focuses on five key areas: integrated circuits, lasers, satellite applications, automotive electronics, and industrial internet, aiming for breakthroughs in cross-sectional and niche fields [10][11]. - Changchun's Longlight Satellite Technology Co., Ltd. has launched 117 "Jilin-1" satellites, establishing the world's largest sub-meter commercial remote sensing satellite constellation [11]. Future Goals - By the end of the 14th Five-Year Plan, Changchun aims to have over 1,500 optoelectronic information enterprises and a comprehensive output value of 160 billion yuan [12].

Core Viewpoint - Changchun Optoelectronics Technology Co., Ltd. announced that its associate company, Changchun Changguang Chenshin Microelectronics Co., Ltd. (referred to as "Changguang Chenshin"), has submitted an application for an initial public offering (IPO) of overseas listed shares (H-shares) to the Hong Kong Stock Exchange on June 19, 2025 [1][2] Group 1 - Changguang Chenshin specializes in the research, design, testing, and sales of high-performance CMOS image sensors, with applications in machine vision, scientific instruments, and professional imaging in high-tech fields [1] - As of the date of the announcement, the company holds a 25.56% stake in Changguang Chenshin [1] - The application materials submitted by Changguang Chenshin are in draft form and may be updated or changed as required by the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange [1][2] Group 2 - The issuance of H-shares and the listing of Changguang Chenshin are subject to approval from relevant regulatory bodies, including the China Securities Regulatory Commission, the Hong Kong Securities and Futures Commission, and the Hong Kong Stock Exchange, indicating uncertainty in the process [2] - The company will fulfill its information disclosure obligations based on the progress of this matter [2]

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，简 明清晰、通俗易懂，没有虚假记载、误导性陈述或重大遗漏。 长春奥普光电技术股份有限公司从参股公司长春长光辰芯微电子股份有限 公司（以下简称"长光辰芯"）处获悉，其已于 2025 年 6 月 19 日向香港联合交 易所有限公司（以下简称"香港联交所"）递交了首次公开发行境外上市股份（H 股）并在香港联交所主板上市（以下简称"本次发行"）的申请，并于同日在香 港联交所网站刊登了本次发行的申请资料。 长光辰芯主营业务为高性能 CMOS 图像传感器的研发、设计、测试与销售 以及相关的定制业务，其产品主要应用于机器视觉、科学仪器和专业影像等高科 技领域。截至本公告披露日，公司持有长光辰芯 25.56%的股份。 长光辰芯本次递交的申请资料系按照香港证券及期货事务监察委员会及香 港联交所的要求编制和刊发，为草拟版本，其所载资料可能会适时作出更新和变 动。 长光辰芯本次发行 H 股及上市尚需取得中国证券监督管理委员会、香港证 券及期货事务监察委员会和香港联交所等相关监管机构、证券交易所的批准、核 准或备案，该事项仍存在不确定性。公司将根据该事项的进展情况及时履行信息 ...

长春奥普光电技术股份有限公司 2024 年年度权益分派实施公告 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，简 明清晰、通俗易懂，没有虚假记载、误导性陈述或重大遗漏。 证券代码：002338 证券简称：奥普光电 公告编号：2025-024 长春奥普光电技术股份有限公司2024年年度权益分派方案已获2025年5月14 日召开的2024年度股东大会审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过权益分派方案情况 1、2025年5月14日公司召开了2024年度股东大会，审议通过了《关于公司 2024年度利润分配预案的议案》，具体内容为：以公司2024年12月31日总股本 24,000万股为基数，向全体股东按每10股派发现金红利0.60元（含税），共派发 现金红利1,440万元（含税），剩余未分配利润转入下年度。本年度不送红股， 不进行资本公积金转增股本。若在分配预案实施前公司总股本由于可转债转股、 股份回购、股权激励行权、再融资新增股份上市等原因而发生变化的，分配比例 将按分派总额不变的原则相应调整。 2、自分配方案披露至本次分配方案实施期间公司股本总额未发生变化。 3、本次实施分配方案按照 ...

Group 1: Technology Innovation and R&D Investment - In 2024, the company will focus on breakthroughs in the micro-light imaging field, developing multiple products for night vision and underwater imaging, achieving domestic substitution [2][4]. - R&D investment for 2024 is projected at CNY 75.36 million, marking a significant increase [3][4]. - The company has achieved a maximum precision of 1μm with incremental reflective scales, and a measurement length of 14 meters with closed-loop steel tape measures, facilitating domestic substitution in the gantry machine tool sector [3][4]. Group 2: Financial Performance and Challenges - In 2024, the company reported a revenue of CNY 745 million and a net profit of CNY 66.42 million, affected by a slowdown in cash collection and increased credit impairment losses [11][28]. - The asset-liability ratio remains low, indicating good short-term solvency despite a decrease in cash flow [7][28]. - The company plans to enhance financial strategies to support business development and shareholder value amidst a challenging industry environment [7][28]. Group 3: Market Position and Future Outlook - The company holds a 13% revenue share from the Kuaizhou rocket business, indicating its role in the aerospace sector [6]. - The company aims to deepen its research in imaging technology and expand into ultra-precision optical manufacturing, targeting high-growth sectors like semiconductors [12][28]. - The company is committed to maintaining a collaborative innovation mechanism with the Chinese Academy of Sciences, ensuring R&D investment remains above 12% over the past three years [8]. Group 4: Shareholder Returns and Corporate Governance - The profit distribution plan for 2024 includes a total cash dividend of CNY 16.8 million, reflecting the company's commitment to shareholder returns while ensuring sustainable growth [39]. - The company is actively considering financing options for future projects, including a precision optical center with an estimated investment of CNY 300-500 million [30][31].