Core Insights - The optical and optoelectronic sector experienced a rise of 1.05% on October 24, with Chenfeng Technology leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Chenfeng Technology (603685) closed at 21.12, up 10.00% with a trading volume of 86,700 shares and a turnover of 175 million yuan [1] - Dongtian Micro (301183) closed at 101.10, up 8.42% with a trading volume of 113,300 shares [1] - Tianshan Electronics (301379) closed at 31.67, up 6.70% with a trading volume of 199,600 shares [1] - Other notable performers include Sudavige (300331) up 5.48% and Huichuangda (300909) up 5.46% [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 466 million yuan from institutional investors and 155 million yuan from retail investors, while retail investors had a net inflow of 621 million yuan [2] - The capital flow data indicates a mixed sentiment among different investor types within the sector [2] Individual Stock Capital Flow - Crystal Optoelectronics (002273) experienced a net outflow of 74.89 million yuan from institutional investors [3] - Wave Length Optoelectronics (301421) had a net inflow of 44.73 million yuan from institutional investors [3] - Sudavige (300331) saw a net inflow of 41.19 million yuan from institutional investors [3]

| | 业 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 603267 | 鸿远电 | 4.57 | 1.87 | 52.57 | 54.44 | 3.56 | | | 子 | | | | | | | 002174 | 游族网 | 4.76 | 4.80 | 12.99 | 13.43 | 3.39 | | | 络 | | | | | | | 301160 | 翔楼新 | 6.68 | 4.65 | 61.38 | 63.20 | 2.96 | | | 材 | | | | | | | 000820 | *ST节能 | 4.91 | 3.35 | 2.70 | 2.78 | 2.79 | | 603803 | 瑞斯康 | 3.75 | 3.76 | 9.17 | 9.41 | 2.65 | | | 达 | | | | | | | 002587 | 奥拓电 | 4.18 | 5.96 | 6.31 | 6.48 | 2.65 | | | 子 | | | | | | | 688138 | 清溢光 | 3.24 | 0.79 | 28.53 | 2 ...

Macro Highlights - The main goals for the "14th Five-Year Plan" period include significant achievements in high-quality development, substantial improvement in technological self-reliance, breakthroughs in comprehensive reforms, enhanced social civilization, improved quality of life, major progress in building a beautiful China, and a more solid national security barrier [1] - By 2035, the aim is to significantly elevate China's economic, technological, defense, and comprehensive national strength, with per capita GDP reaching the level of moderately developed countries, leading to a happier and better life for the people and basic realization of socialist modernization [1] Trade Relations - The Ministry of Commerce announced that a Chinese delegation led by Vice Premier He Lifeng will engage in economic and trade consultations with the U.S. in Malaysia from October 24 to 27, focusing on important issues in Sino-U.S. economic relations [1] EU Sanctions Response - The Ministry of Commerce expressed strong dissatisfaction and firm opposition to the EU's decision to sanction Chinese companies, including large oil refineries and traders, during the 19th round of sanctions against Russia, emphasizing the need to protect the legitimate rights and interests of Chinese enterprises [2] State-Owned Enterprises Planning - The State-owned Assets Supervision and Administration Commission held a meeting to discuss the "14th Five-Year Plan" for central enterprises, emphasizing the need to align with the strategic mission assigned by the Party Central Committee and to enhance core functions and competitiveness [3] - The meeting highlighted the importance of optimizing layout and structural adjustments in line with national needs and industry trends, and improving the quality of planning through thorough research and unified thinking [3] Foreign Exchange Management - The Deputy Director of the State Administration of Foreign Exchange encouraged the implementation of innovative and integrated exploratory policies in Shanghai, focusing on the use of AI and big data to enhance foreign exchange services [4] - The aim is to improve the cross-border financial service capabilities of Shanghai while balancing financial openness and security [4] Company News - Huagong Technology reported a 40.92% year-on-year increase in net profit for the first three quarters and is planning to issue H-shares for listing in Hong Kong [8] - Yangjie Technology terminated its acquisition of 100% equity in Better Electronics [8] - Xinda Securities received approval for the issuance of up to 10 billion yuan in technology innovation corporate bonds [8] - Shuangliang Energy plans to raise no more than 1.292 billion yuan for projects related to zero-carbon intelligent manufacturing [8] - New Lai Materials' subsidiary plans to invest 2 billion yuan in semiconductor core component projects [8] - Chuanfa Longmang's subsidiary intends to invest 366 million yuan in a 100,000 tons/year lithium dihydrogen phosphate project [8] - Steel Research High-tech plans to establish a subsidiary and new industrial base in Saudi Arabia [8] - Aote Electronics intends to terminate the smart integration project for intelligent outlets [8] - Shengyi Electronics expects a year-on-year net profit increase of 476% to 519% for the first three quarters [8] - Other companies reported significant year-on-year net profit growth, including Tianeng Heavy Industry (1359.03%), Te Yi Pharmaceutical (985.18%), and Zhuanlei Technology (598.09%) [8][9]

（文章来源：证券日报） 证券日报网讯 10月23日晚间，奥拓电子发布2025年第三季度报告称，2025年第三季度公司实现营业收 入216，777，165.61元，同比增长65.04%；归属于上市公司股东的净利润为7，516，984.08元，同比增 长133.88%。 ...

格隆汇10月23日丨奥拓电子(002587.SZ)公布2025年第三季度报告，营业收入为2.17亿元，同比上升 65.04%；归属于上市公司股东的净利润为751.70万元，同比上升133.88%；归属于上市公司股东的扣除 非经常性损益的净利润为770.33万元，同比上升133.45%。 ...

每经AI快讯，奥拓电子（SZ 002587，收盘价：6.22元）10月23日晚间发布公告称，公司第六届第四次 董事会会议于2025年10月22日在深圳市南山区粤海街道学府路63号高新区联合总部大厦9楼公司会议室 召开。会议审议了《关于召开2025年第三次临时股东会的议案》等文件。 （记者 曾健辉） 截至发稿，奥拓电子市值为41亿元。 每经头条（nbdtoutiao）——四次登上央视，知名大佬"消失"5年，我们在水果仓库找到了他！从月薪 5000到千亿市值公司联席总裁，他45岁再创业 2025年1至6月份，奥拓电子的营业收入构成为：智能视讯占比100.0%。 ...

智通财经APP讯，奥拓电子(002587.SZ)发布2025年三季度报告，前三季度，公司实现营业收入5.3亿 元，同比增长13.94%。归属于上市公司股东的净利润1583.95万元，同比增长179.91%。归属于上市公司 股东的扣除非经常性损益的净利润1722.21万元，同比增长175.44%。 ...

公司表示，营收增长，主要由于公司影视及广告等领域新签订单同比增长所致；归母净利润增长，主要 由于公司营收同比增长，同时加强精细化管理，期间费用同比下降，以及计提的信用减值损失同比下降 等原因所致。前三季度，公司新签订单6.93亿元，同比增长29.94%，其中海外市场新签订单2.85亿元， 同比增长45.53%，国内市场新签订单4.08亿元，同比增长20.89%。 10月23日晚间，奥拓电子（002587）（002587.SZ）发布了2025年第三季度报告。2025年前三季度，公 司实现营业收入5.30亿元，同比增长13.94%；归母净利润1583.95万元，同比增长179.91%。 公司三季报显示，截至2025年9月30日，公司在手订单及中标金额合计约5.5亿元，有望为第四季度的业 绩增长奠定基础。（文穗） 数字内容领域，控股子公司创想数维新签订单金额约2612万元，同比增长24.68%；实现营业收入 1796.95万元，同比增长89.68%。三季度，创想数维持续获评"抖音生活服务四星级直营服务商"，通过 专业级MetaBox 4KK和企业级MetaBox BoRoom虚拟直播解决方案，为不同品牌提供XR虚拟 ...

中信证券股份有限公司关于深圳市奥拓电子股份有限公司 部分募集资金投资项目终止并将节余募集资金永久补充流动资金 的核查意见 中信证券股份有限公司（以下简称"中信证券"或者"保荐机构"）作为深 圳市奥拓电子股份有限公司（以下简称"奥拓电子"或者"公司"）2019 年度 非公开发行股票的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证 券交易所股票上市规则》《上市公司募集资金监管规则》和《深圳证券交易所上 市公司自律监管指引第 13 号——保荐业务》等有关法律法规和规范性文件的要 求，对奥拓电子部分募集资金投资项目拟终止并将节余募集资金永久补充流动资 金情况进行了核查。具体情况如下： 一、募集资金基本情况 （一）原募集资金投资项目计划和实际投资情况 本次拟终止的项目为"智慧网点智能化集成能力提升项目"，本项目拟通过 购置办公场所建设智慧网点业研中心，添置研发设备、业务展示设备，外购、整 合业务软件及系统，招聘各类人才等方式，从项目设计、项目研发、项目实施及 项目营销等多方面综合提升公司智慧网点智能化集成能力，从而满足智慧银行、 智慧营业厅等市场业务持续增长的，日益个性化、智能化的市场需求。本项目由 公司全资子 ...

证券代码：002587 证券简称：奥拓电子 公告编号：2025-056 深圳市奥拓电子股份有限公司 关于部分募集资金投资项目终止并将节余募集资金 永久补充流动资金的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 深圳市奥拓电子股份有限公司（以下简称"公司"或"奥拓电子"）于2025 年10月22日召开的第六届董事会第四次会议审议通过了《关于部分募集资金投资 项目终止并将节余募集资金永久补充流动资金的议案》，同意公司终止2019年度 非公开发行股票募集资金投资项目中的"智慧网点智能化集成能力提升项目"并 将节余募集资金用于永久补充流动资金。本议案不涉及关联交易，尚需提交公司 股东会审议。现将相关事项公告如下： 一、本次拟终止募集资金投资项目的概述 （一）募集资金基本情况 经中国证券监督管理委员会《关于核准深圳市奥拓电子股份有限公司非公开 发行股票的批复》（证监许可[2020]966号）核准，于2021年1月非公开发行人民 币普通股39,423,074股，每股面值1元，发行价格为人民币5.20元/股，募集资金 总额人民币20,500.00万元，扣除保荐费及承销费 ...