Core Insights - Aopu Optoelectronics experienced a decline of 0.91% in stock price on November 11, with a trading volume of 118 million yuan [1] - The company reported a financing net buy of -4.09 million yuan on the same day, indicating a higher level of financing repayment compared to new purchases [1] - As of November 11, the total margin balance for Aopu Optoelectronics was 548 million yuan, with a financing balance of 547 million yuan, representing 4.46% of the circulating market value [1] Financial Performance - For the period from January to September 2025, Aopu Optoelectronics achieved a revenue of 510 million yuan, a year-on-year decrease of 2.38% [2] - The net profit attributable to shareholders for the same period was 38.05 million yuan, reflecting a year-on-year decline of 16.18% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Aopu Optoelectronics was 34,800, a decrease of 13.94% from the previous period [2] - The average number of circulating shares per shareholder increased by 16.20% to 6,906 shares [2] - The company has distributed a total of 339 million yuan in dividends since its A-share listing, with 25.2 million yuan distributed in the last three years [3] Institutional Holdings - As of September 30, 2025, the third-largest circulating shareholder was Yongying Semiconductor Industry Smart Selection Mixed Fund A, holding 9.5 million shares, an increase of 6.6 million shares from the previous period [3] - The fourth-largest shareholder, E Fund National Robot Industry ETF, is a new entrant with 4.94 million shares [3] - Hong Kong Central Clearing Limited and Jin Xin Steady Strategy Mixed Fund A are also among the top ten circulating shareholders, with the former being a new shareholder [3]

Group 1 - The company signed a technology transfer contract with the Changchun Institute of Optics, Fine Mechanics and Physics for the licensing of patented technologies, paying a fee of 2 million yuan, with a contract validity of one year [1][27]. - The Changchun Institute holds a 41.40% stake in the company, making it a controlling shareholder, and has a strong financial position with total assets of approximately 967.55 million yuan and net assets of about 427.91 million yuan as of December 31, 2024 [2][3]. - The technologies licensed include several patented inventions related to optical and mechanical systems, which are crucial for the company's main products, such as optical theodolites [4][27]. Group 2 - The purpose of the transaction is to enhance the company's technical capabilities in the integration of optical and mechanical systems, addressing existing technical deficiencies in system testing and correction [27]. - The pricing of the transaction was determined based on market rates, ensuring fairness and compliance with relevant regulations [26][27]. - The independent directors unanimously approved the transaction, affirming that it aligns with the company's operational needs and does not harm the interests of minority shareholders [28][29].

Core Viewpoint - Aopu Optoelectronics (002338.SZ) has signed a technology transfer contract with the Changchun Institute of Optics, Fine Mechanics and Physics to enhance its technical capabilities through the licensing of patented technology [1] Group 1: Contract Details - The initial contract for technology transfer was signed on October 25, 2024, allowing Aopu Optoelectronics to implement the rights of a patent related to "high-precision, integrated system integration and adjustment technology" [1] - Aopu Optoelectronics will pay a technology licensing fee of 2 million yuan to the Changchun Institute for the rights to use the patented technology [1] - The agreement is valid for one year, with a renewal contract signed on November 10, 2025, extending the agreement for another year starting from October 25, 2025 [1]

Core Viewpoint - Aopu Optoelectronics (002338.SZ) has signed a technology transfer contract with the Changchun Institute of Optics, Fine Mechanics and Physics for the licensing of patented technology in high-precision, integrated system assembly and adjustment, with a payment of 2 million yuan for a one-year agreement [1] Group 1 - The technology transfer contract was signed on October 25, 2024, and is aimed at enhancing the company's technical capabilities [1] - The company will pay a technology licensing fee of 2 million yuan to the Changchun Institute for the rights to implement the patented technology [1] - The agreement is valid for one year, with a renewal planned for November 10, 2025, extending the contract for another year [1]

Core Viewpoint - The company has signed a technology transfer agreement with Changchun Institute of Optics, Fine Mechanics and Physics, allowing the company to implement related patents in the field of "high-precision, integrated system integration and adjustment technology" for a fee of 2 million yuan [1] Group 1 - The agreement is effective for one year starting from October 25, 2025 [1] - The transaction has been approved unanimously by the company's independent directors and falls within the chairman's approval authority, thus does not require board review [1] - The agreement does not constitute a major asset restructuring [1]

证券代码：002338 证券简称：奥普光电 公告编号：2025-035 长春奥普光电技术股份有限公司 与长春光机所续签 《技术转让（专利实施许可）合同》暨关联交易的公告 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，简 明清晰、通俗易懂，没有虚假记载、误导性陈述或重大遗漏。 该事项已经公司独立董事专门会议审议并全票通过。本次关联交易金额在董 事长审批权限内，不需提交公司董事会审议，本次关联交易不构成《上市公司重 大资产重组管理办法》规定的重大资产重组、不构成重组上市。 二、关联人介绍和关联关系 中国科学院长春光学精密机械与物理研究所成立于 1952 年，法定代表人张 学军，开办资金为 14,450 万元，位于长春经济技术开发区东南湖大路 3888 号。 长春光机所是中国科学院直属研究机构，是以知识创新和高技术创新为主线，从 事基础研究、应用基础研究、工程技术研究和高新技术产业化的多学科综合性基 地型研究所。截至 2024 年 12 月 31 日，长春光机所总资产 967,553.36 万元，净 1 一、关联交易概述 2024 年 10 月 25 日，长春奥普光电技术股份有限公司（以下简称"公司" ...

Core Viewpoint - Aopu Optoelectronics has shown a significant stock price increase of 47.61% year-to-date, despite recent fluctuations in trading volume and net capital flow [1][2]. Group 1: Stock Performance - As of October 29, Aopu Optoelectronics' stock price rose by 2.00% to 55.59 CNY per share, with a trading volume of 2.44 billion CNY and a turnover rate of 1.86%, resulting in a total market capitalization of 13.34 billion CNY [1]. - The stock has experienced a 1.63% increase over the last five trading days, a 1.68% decrease over the last 20 days, and an 11.22% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a trading board for stocks with significant trading activity) five times this year, with the most recent appearance on October 15, where it recorded a net buy of -40.26 million CNY [1]. Group 2: Company Overview - Aopu Optoelectronics, established on June 26, 2001, and listed on January 15, 2010, is located in Changchun, Jilin Province, and specializes in the research, production, and sales of optoelectronic measurement control instruments, new medical instruments, optical materials, and grating encoders [2]. - The company's revenue composition includes composite materials (39.35%), optoelectronic measurement instruments (33.88%), grating sensors (23.62%), precision casting (1.64%), and optical materials (1.51%) [2]. - Aopu Optoelectronics is classified under the defense and military industry, specifically in military electronics, and is associated with sectors such as carbon fiber, photolithography machines, semiconductor equipment, aerospace military, and civil-military integration [2]. Group 3: Financial Performance - For the period from January to September 2025, Aopu Optoelectronics reported a revenue of 510 million CNY, reflecting a year-on-year decrease of 2.38%, while the net profit attributable to shareholders was 38.05 million CNY, down 16.18% year-on-year [2]. - The company has distributed a total of 339 million CNY in dividends since its A-share listing, with 25.2 million CNY distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders decreased by 13.94% to 34,800, with an average of 6,906 circulating shares per shareholder, an increase of 16.20% [2].

New Stock Issuance - Zhongcheng Consulting (920003) issued at a price of 14.27[1] - Delijia (732092) issued at a price of 46.68[1] - Heyuan Biological (688765) issued at a price of 29.06[1] - Bibete (688759) issued at a price of 17.78[1] - Xian Yicai (688783) issued at a price of 8.62[1] - Taikaiying (920020) issued at a price of 7.50[1] Market Alerts - Offer period for Shangwei New Materials (688585) from September 29 to October 28, 2025[1] - Severe abnormal fluctuation reported for Xiangnan Chip (300475)[1] - Multiple companies including ST Yuancheng (603388) and Tianpu Co. (605255) reported various announcements on October 24 and 28, 2025[1]

Group 1 - The core viewpoint of the articles highlights that Aopu Optoelectronics reported a decline in revenue and net profit for the first three quarters of 2025, with total revenue at 510 million yuan, down 2.38% year-on-year, and net profit attributable to shareholders at 38.05 million yuan, down 16.18% year-on-year [1][2] - Aopu Optoelectronics specializes in the research, production, and sales of optoelectronic measurement and control instruments, new medical instruments, optical materials, and grating encoders, with key products including optoelectronic theodolite optical-mechanical subsystems and aerospace camera optical-mechanical subsystems [1][2] - The company signed a technology transfer contract with the Changchun Institute of Optics, Fine Mechanics and Physics, which is a controlling shareholder holding 42.40% of Aopu Optoelectronics, to license technology in the field of high-precision integrated system assembly and adjustment for a fee of 2 million yuan [1][2] Group 2 - Aopu Optoelectronics identifies optoelectronic tracking and aiming devices, such as various types of theodolites, as one of its main products, possessing technical advantages in mechanical and optical parts processing, component assembly, and optical-mechanical component adjustment [2] - The company acknowledges existing technical deficiencies in optical-mechanical-electrical integration and complete machine testing, and aims to address these issues through the introduction of relevant technologies to enhance its integrated manufacturing and mass production capabilities [2]

Core Insights - Aopu Optoelectronics (002338.SZ) reported a revenue of 510 million yuan for the first three quarters of 2025, reflecting a year-on-year decline of 2.38% [1] - The company's net profit attributable to shareholders was 38.05 million yuan, down 16.18% year-on-year [1] - The non-recurring net profit stood at 29.80 million yuan, showing a decrease of 18.73% compared to the previous year [1] - Basic earnings per share were reported at 0.16 yuan [1]