证券代码：002338 证券简称：奥普光电 公告编号：2025-029 长春奥普光电技术股份有限公司 股票交易异常波动公告 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。 长春奥普光电技术股份有限公司（以下简称"公司"）股票（证券简称：奥 普光电，证券代码：002338）2025年10月10日、2025年10月13日、2025年10月14 日连续三个交易日收盘价格涨幅偏离值累计超过20.00%，根据深圳证券交易所的 有关规定，属于股票交易异常波动的情况。 二、公司关注并核实的相关情况 针对公司股票异常波动，公司董事会通过电话问询，对公司控股股东、董事、 监事及高级管理人员就相关事项进行了核实,现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 3、公司近期经营情况及内外部经营环境未发生重大变化； 4、公司、控股股东不存在关于公司的应披露而未披露的重大事项，或处于 筹划阶段的重大事项； 5、股票异常波动期间，公司控股股东不存在 ...

Market Overview - The market opened higher but showed divergence, with the ChiNext Index experiencing a drop of over 2% after initially rising more than 1% [1] - As of the morning close, the Shanghai Composite Index increased by 0.21%, while the Shenzhen Component Index fell by 1.02%, and the ChiNext Index declined by 2.24% [1] Sector Performance - The financial sector was notably active, with bank stocks collectively rising [2] - The photovoltaic sector saw a surge, with leading company LONGi Green Energy hitting the daily limit [2] - The liquor sector also performed well, with Kweichow Moutai reaching the daily limit [2] - The coal sector showed strong performance, with Dayou Energy achieving two consecutive daily limits in three days [2] - In contrast, the semiconductor sector faced weakness, with companies like Wingtech Technology hitting the daily limit down, and others like Opal Photonics and Wavelength Optoelectronics experiencing collective adjustments [2] Trading Volume - The total trading volume for the Shanghai and Shenzhen markets reached 1.67 trillion yuan, an increase of 90.5 billion yuan compared to the previous trading day [3] - Notable individual stock trading volumes included Northern Rare Earth with over 19 billion yuan, followed by New Yisheng, ZTE Corporation, and Baosteel with significant trading volumes [3]

Core Insights - The military electronics sector experienced a rise of 0.78% on October 13, with Aopu Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Aopu Optoelectronics (002338) closed at 63.95, up 9.99% with a trading volume of 114,300 shares [1] - Guoguang Electric (688776) closed at 106.95, up 6.88% with a trading volume of 98,200 shares [1] - Jingpin Special Equipment (688084) closed at 94.70, up 6.66% with a trading volume of 27,700 shares [1] - New Light Optoelectronics (688011) closed at 40.42, up 5.81% with a trading volume of 51,200 shares [1] - Kesi Technology (688788) closed at 64.45, up 5.74% with a trading volume of 69,300 shares [1] Capital Flow - The military electronics sector saw a net outflow of 331 million yuan from institutional investors, while retail investors contributed a net inflow of 200 million yuan [2][3] - Aopu Optoelectronics had a net inflow of 1.02 billion yuan from institutional investors, but a net outflow of 60.97 million yuan from speculative funds [3] - Guoguang Electric experienced a net inflow of 46.65 million yuan from institutional investors, with a net outflow of 102 million yuan from retail investors [3]

Market Overview - The A-share market opened lower but rebounded, with the Shanghai Composite Index closing at 3846.25 points, down 1.3% [3] - The total market turnover was 1.59 trillion yuan, slightly lower than the previous day, with 4545 stocks declining and 840 stocks rising [5] Sector Performance - The aerospace, banking, shipping, and environmental protection sectors showed gains, while sectors like automotive, communication, and media struggled [5] - The banking sector led the gains among major industries, with Shanghai Pudong Development Bank rising over 4% and Nanjing Bank up over 3% [10][11] Concept Stocks - Rare earth, photolithography, and semiconductor concept stocks performed well, with rare earth stocks rising by 7.77% and photolithography stocks by 6.10% [6] - Domestic software stocks surged, with Rongji Software and China Software hitting the daily limit, and Chengmai Technology and Kingsoft Office also seeing significant increases [15] Notable Stocks - WuXi Biologics fell over 9%, while WuXi AppTec and Sunny Optical Technology dropped more than 8%, leading the decline in the Hang Seng Index [9] - Environmental stocks like Huicheng Environmental Protection and Huahong Technology saw significant gains, with Huicheng Environmental Protection hitting the daily limit [12] Recent Developments - The Ministry of Commerce announced new export controls on certain rare earth-related items, which has sparked discussions in the market [17] - The upcoming Bay Area Semiconductor Industry Ecological Expo is expected to attract attention, with Shenzhen's semiconductor companies participating [19]

Group 1 - The core viewpoint of the news is the significant rise in the stock prices of companies related to the New Kylin concept, with several stocks hitting the daily limit up [1] - New Lai Materials, Kaimete Gas, Aopu Optoelectronics, Shenfang Textile A, and Shen Zhenye A all reached the daily limit up [1] - Other companies such as Lihexing and Guolin Technology saw their stock prices increase by over 10% [1]

Market Overview - The military electronics sector experienced a decline of 1.51% on October 10, with Jingjiawei leading the drop [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Key gainers in the military electronics sector included: - Kesi Technology (688788) with a closing price of 60.95, up 8.34% [1] - ST Dali (002214) with a closing price of 12.57, up 5.01% [1] - ST Tianwei (688511) with a closing price of 23.87, up 4.24% [1] - Notable decliners included: - Jingjiawei (300474) with a closing price of 77.84, down 6.16% [2] - Guobo Electronics (688375) with a closing price of 75.76, down 5.09% [2] - Huafeng Technology (688629) with a closing price of 90.80, down 4.78% [2] Capital Flow - The military electronics sector saw a net outflow of 604 million yuan from institutional investors, while retail investors contributed a net inflow of 215 million yuan [2][3] - The top stocks by net inflow from institutional investors included: - Kesi Technology with a net inflow of 169 million yuan [3] - Zhonghang Chengfei (302132) with a net inflow of 10.6 million yuan [3] - Aopu Optoelectronics (002338) with a net inflow of 72.51 million yuan [3]

Group 1 - New Lai Ying Material and Kai Mei Te Qi reached the daily limit increase, while Li He Xing and Bo Chang Guang Dian rose over 10% [1] - Other companies such as Guo Lin Ke Ji, Hua Te Qi Ti, Ao Pu Guang Dian, and Jiu Ri Xin Cai also experienced significant gains [1] Group 2 - Kai Mei Te Qi's stock price increased by 10.01% to 24.84, gaining 2.26 [2] - Jiu Ri Xin Cai rose by 2.67% to 26.96, gaining 0.70 [2] - Hua Te Qi Ti increased by 3.66% to 68.87, gaining 2.43 [2] - Bo Chang Guang Dian's stock price rose by 8.05% to 120.91, gaining 9.01 [2] - Li He Xing's stock price increased by 10.36% to 31.21, gaining 2.93 [2] - Ao Pu Mi Dian rose by 2.84% to 57.59, gaining 1.59 [2] - New Lai Ying Material saw a significant increase of 18.36% to 53.90, gaining 8.36 [2] - Guo Lin Ke Ji's stock price rose by 5.68% to 18.97, gaining 1.02 [2]

Core Viewpoint - The article highlights significant stock price increases for several companies, indicating a positive market sentiment and potential investment opportunities in the related sectors [1]. Group 1: Stock Performance - New Lai Ying Material saw a substantial increase of 18.36%, closing at 53.90 [2] - Kai Mei Te Qi experienced a rise of 10.01%, reaching 24.84 [2] - Li He Xing and Bo Chang Guang Dian both surged over 10%, with Li He Xing up 10.36% to 31.21 and Bo Chang Guang Dian up 8.05% to 120.91 [2] - Other companies such as Guo Lin Ke Ji, Hua Te Qi Ti, Ao Pu Guang Dian, and Jiu Ri Xin Cai also showed positive movements, with increases ranging from 2.67% to 5.68% [2]

Market Performance - The military electronics sector rose by 0.39% on September 24, with Guankang Technology leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Key Stocks in Military Electronics Sector - Guankang Technology (301213) closed at 55.11, up 6.16% with a trading volume of 45,500 shares and a turnover of 251 million [1] - Sichuang Electronics (600990) closed at 29.40, up 5.98% with a trading volume of 157,900 shares and a turnover of 449 million [1] - ST Tianwei (688511) closed at 21.86, up 5.60% with a trading volume of 11,600 shares and a turnover of approximately 25.24 million [1] - Aerospace Nanhai (688552) closed at 39.49, up 5.17% with a trading volume of 101,000 shares and a turnover of 391 million [1] - Zhenxin Technology (300101) closed at 25.09, up 4.45% with a trading volume of 167,900 shares and a turnover of 416 million [1] Fund Flow Analysis - The military electronics sector experienced a net outflow of 442 million from institutional investors, while retail investors saw a net inflow of 498 million [2] - The top stocks with significant fund flows included: - Aopu Optoelectronics (002338) with a net inflow of 86.90 million from institutional investors [3] - Sichuang Electronics (600990) with a net inflow of 57.72 million from institutional investors [3] - Ruichuang Weina (688002) with a net inflow of 34.46 million from institutional investors [3]

Core Viewpoint - Aopu Optoelectronics experienced a decline of 5.02% on September 23, with a stock price of 54.86 yuan per share and a total market capitalization of 13.166 billion yuan [1] Company Overview - Aopu Optoelectronics, established on June 26, 2001, and listed on January 15, 2010, is located in Changchun, Jilin Province. The company specializes in the research, production, and sales of optoelectronic measurement control instruments, new medical instruments, optical materials, and grating encoders [1] - The revenue composition of Aopu Optoelectronics includes composite materials (39.35%), optoelectronic measurement instruments (33.88%), grating sensors (23.62%), precision casting (1.64%), and optical materials (1.51%) [1] Shareholder Information - Yongying Fund's Yongying Semiconductor Industry Smart Selection Mixed Fund A (015967) entered the top ten circulating shareholders of Aopu Optoelectronics in the second quarter, holding 2.9 million shares, which accounts for 1.21% of the circulating shares. The estimated floating loss today is approximately 8.41 million yuan [2] - The fund was established on September 22, 2022, with a current scale of 196 million yuan. Year-to-date returns are 67.36%, ranking 393 out of 8172 in its category, while the one-year return is 147.22%, ranking 150 out of 7995 [2] Fund Manager Performance - The fund manager of Yongying Semiconductor Industry Smart Selection Mixed Fund A is Zhang Haixiao, who has been in the position for 2 years and 118 days. The total asset size of the fund is 2.436 billion yuan, with the best return during his tenure being 68.69% and the worst being -19.48% [3] Fund Holdings - Yongying Semiconductor Industry Smart Selection Mixed Fund A holds 2.9 million shares of Aopu Optoelectronics, representing 6.09% of the fund's net value, making it the tenth largest holding. The estimated floating loss today is approximately 8.41 million yuan [4]