格隆汇2月24日丨露笑科技(002617.SZ)在互动平台表示，公司已制备出合格的12英寸碳化硅单晶样品， 但目前12寸碳化硅产品并未形成销售，目前碳化硅产品收入在公司整体销售收入中占比较小。 ...

来源：凤凰网科技 【#人形机器人概念股开盘走强#】#影视院线板块大幅走弱#2月24日，A股三大指数集体高开。盘面 上，黄金概念、锂矿、CPO概念、人形机器人等板块走强，短剧游戏、Sora概念等板块跌幅居前。 盘初，人形机器人概念股走强，利亚德涨超14%，露笑科技、天奇股份、亨通光电等跟涨。消息面上， 2026年央视春晚为人形机器人带来集中曝光，多家企业人形机器人参与舞蹈伴舞、互动表演等环节，充 分展现了国产机器人在运控、仿生、交互、精细操作、集群控制等关键能力领域的进步，引发大众及市 场高度关注。 影视院线板块大幅走弱，光线传媒、博纳影业、横店影视、中国电影等多股跌停，上海电影、欢瑞世纪 等跟跌。（e公司）#机器人股价# 来源：凤凰网科技 【#人形机器人概念股开盘走强#】#影视院线板块大幅走弱#2月24日，A股三大指数集体高开。盘面 上，黄金概念、锂矿、CPO概念、人形机器人等板块走强，短剧游戏、Sora概念等板块跌幅居前。 盘初，人形机器人概念股走强，利亚德涨超14%，露笑科技、天奇股份、亨通光电等跟涨。消息面上， 2026年央视春晚为人形机器人带来集中曝光，多家企业人形机器人参与舞蹈伴舞、互动表演等环节， ...

光伏ETF华夏（515370）及其联接基金（012885/012886）跟踪中证光伏产业指数，涉及光伏产业链 上、中、下游企业，包括硅片、多晶硅、电池片、电缆、光伏玻璃、电池组件、逆变器、光伏支架和光 伏电站等，能够更好的反映光伏产业整体表现。其跟踪指数太空光伏含量18.49%，指数维度全市场排 名第一。 2026年2月24日，A股三大指数集体高开，光伏ETF华夏（515370）上涨1.63%，持仓股协鑫集成、南网 电源涨停，露笑科技涨超6%，特变电工涨超4%。 2026年2月11日，国务院办公厅印发《关于完善全国统一电力市场体系的实施意见》，是2021年《关于 加快建设全国统一电力市场体系的指导意见》发布以来国家出台的又一全国统一电力市场顶层设计文 件。4号文完整准确全面贯彻落实新发展理念，着眼构建全国统一大市场、实现碳达峰碳中和目标等， 统筹谋划了未来十年全国统一电力市场体系的目标与路径，是新时代指导我国电力市场建设的重要纲领 性文件，将进一步加快我国电力市场化改革进程，促进电力资源在更大范围内优化配置。 （文章来源：每日经济新闻） ...

长江商报消息●长江商报记者 黄聪 当下，露笑科技（002617.SZ）正沿着"6英寸—8英寸—12英寸"的路径，加速推进大尺寸碳化硅衬底研 发。 2月22日，露笑科技在官方平台发布文章称，继8英寸导电型碳化硅衬底实现关键技术突破后，公司又在 半绝缘型碳化硅领域取得关键性进展，旗下合肥露笑首次制备出12英寸碳化硅单晶样品，完成从长晶到 衬底全流程工艺开发测试。 露笑科技表示，这标志着合肥露笑构建"导电+半绝缘"全品类产品矩阵的技术突破，预示着在大尺寸赛 道上形成决胜未来的关键力量。 合肥露笑相关负责人表示："12英寸碳化硅研发突破性进展，预示着公司已实现大尺寸晶体生长的技术 突破，从'跟跑'到'并跑'，再到部分领域的'领跑'，每一次技术的迭代都是对自主创新决心的考验。" 上述负责人还表示，基于露笑科技当前掌握的核心技术和市场需求，"我们乐观估计公司上半年营收较 往年有突破性的表现，我们对于公司2026年一、二季度的销售增长充满信心。" 对上半年销售增长充满信心 毛利率增至21.98% 露笑科技于2011年9月20日在深交所上市，公司主要从事高空作业设备业务、光伏发电业务、漆包线业 务、碳化硅业务。 近年来，露笑 ...

Core Viewpoint - Luxshare Technology is accelerating the research and development of large-size silicon carbide substrates along the path of "6-inch—8-inch—12-inch" [1][2] Group 1: Technological Advancements - Luxshare Technology has achieved a key technological breakthrough in the semi-insulating silicon carbide sector, successfully producing 12-inch silicon carbide single crystal samples [1][2] - The company has developed a full-process technology from crystal growth to substrate for 12-inch silicon carbide, marking a significant advancement in its product matrix of "conductive + semi-insulating" [1][2] - The advancements indicate a shift from "catching up" to "keeping pace" and even "leading" in certain areas, showcasing the company's commitment to independent innovation [3] Group 2: Market Outlook and Revenue Projections - The company is optimistic about achieving breakthrough performance in revenue for the first half of the year compared to previous years, with confidence in sales growth for the first and second quarters of 2026 [3] - Luxshare Technology's revenue reached 3.717 billion yuan in 2024, a year-on-year increase of 34.07%, marking a historical high [4] - For the first three quarters of 2025, the company reported revenue of 2.761 billion yuan, a slight year-on-year decrease of 0.82%, while net profit increased by 5.17% to 246 million yuan [5] Group 3: Production and Expansion Plans - The company is planning to expand production lines focusing on 8-inch conductive silicon carbide substrates and 12-inch semi-insulating substrates to meet the growing market demand in sectors like electric vehicles, photovoltaic power, energy storage, consumer electronics, and industrial control [2] - Luxshare Technology has adjusted its investment plans for a third-generation power semiconductor (silicon carbide) industrial park, reducing the total investment from 21 billion yuan to 11.5 billion yuan [6] Group 4: Financial Performance and Margins - The company's gross margin increased to 21.98% in the first three quarters of 2025, up 0.36 percentage points from the previous year [9] - Gross margins for Luxshare Technology were 14.27%, 21.84%, and 20.66% from 2022 to 2024, indicating a trend of improving profitability [8] Group 5: Research and Development - Since 2022, the company has consistently invested over 100 million yuan in R&D annually, with a strong research team and participation in the formulation of 48 national/industry standards [10] - Luxshare Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategic layout and international brand image [10]

原标题：露笑科技：合肥露笑首次制备出12英寸碳化硅单晶样品 最新更新时间：02/23 17:29 据证券时报消息，2月22日电，近日，露笑科技旗下合肥露笑半导体材料有限公司（简称"合肥露笑"） 在半绝缘型碳化硅领域取得关键性进展，首次制备出12英寸碳化硅单晶样品，完成从长晶到衬底全流程 工艺开发测试，这标志着合肥露笑构建"导电+半绝缘"全品类产品矩阵的技术突破，预示着在大尺寸赛 道上形成决胜未来的关键力量。 来源：证券时报网 转自：证券时报网 ...

公司称，这标志着合肥露笑构建"导电+半绝缘"全品类产品矩阵的技术突破，预示着在大尺寸赛道上形 成决胜未来的关键力量。 2月22日，露笑科技（002617）在其官方公众号发布喜报：旗下合肥露笑半导体材料有限公司（以下简 称"合肥露笑"）接连传来捷报。 继8英寸导电型碳化硅衬底实现关键技术突破后，公司又在半绝缘型碳化硅领域取得关键性进展，首次 制备出12英寸碳化硅单晶样品，完成从长晶到衬底全流程工艺的开发测试。 露笑科技称，合肥露笑已制定新的产业化路径，计划在现有合肥基地一期项目发展的基础上，紧锣密鼓 地筹划扩产项目。计划布局的新产线重点聚焦于8英寸导电型碳化硅衬底及12寸半绝缘型衬底的规模化 生产，旨在快速响应新能源汽车、光伏发电、储能、消费电子及工业控制等领域对高性能碳化硅材料日 益增长的市场需求。 来源：露笑科技官微 责编：陈丽湘 责任编辑：王珂 2月22日，露笑科技（002617）在其官方公众号发布喜报：旗下合肥露笑半导体材料有限公司（以下简 称"合肥露笑"）接连传来捷报。 继8英寸导电型碳化硅衬底实现关键技术突破后，公司又在半绝缘型碳化硅领域取得关键性进展，首次 制备出12英寸碳化硅单晶样品，完成从长晶 ...

Core Viewpoint - Luxshare Technology has adjusted its fundraising project and share repurchase plans, with the silicon carbide project nearing its production deadline and experiencing fluctuations in fund flow [1] Recent Events - On February 2, 2026, Luxshare Technology held an extraordinary shareholders' meeting, approving the adjustment of investment scale for certain fundraising projects and the change of share repurchase purposes. The investment scale for the Hefei silicon carbide project was reduced from 1.94 billion to 990 million, with surplus funds allocated to supplement working capital. This decision may impact the company's future capital allocation and project progress [2] Project Progress - The Hefei silicon carbide project was originally scheduled to reach production by June 2026, but has faced multiple delays. As of November 2025, only approximately 127 million (6.53% of the original plan) of the raised funds had been utilized. In January 2026, the company announced the adjustment of fundraising scale, citing intensified market competition and changes in demand. Investors should monitor whether the project can meet the June 2026 production deadline or face further delays [3] Fund Flow - In January 2026, Luxshare Technology experienced multiple instances of net fund outflow, indicating increased short-term capital speculation. Despite a single-day net inflow of 76.8 million on December 29, 2025, the frequent fluctuations in fund flow may affect stock price stability [4]

Group 1 - The company has decided to extend the return of idle raised funds amounting to 183 million yuan for temporary working capital supplementation, with a usage period not exceeding 12 months from the board's approval date [1][2] - The company has adhered to relevant laws and regulations during the use of idle raised funds, ensuring that the normal implementation of investment projects is not affected and that the funds are not used for high-risk investments [2] - As of the announcement date, the remaining balance of idle raised funds for temporary working capital supplementation is 126.5 million yuan [3] Group 2 - The company approved the use of up to 50 million yuan of idle raised funds for cash management to improve fund efficiency and reduce financial costs, with a usage period not exceeding 12 months [5] - Recently, the cash management products purchased with idle raised funds have matured and the principal and returns have been returned to the company's dedicated raised funds account [6] - As of the announcement date, there are no remaining balances of idle raised funds used for cash management that have not matured, complying with the board's authorization limit [6]

露笑科技股份有限公司 关于归还部分暂时补充流动资金的闲置募集资金的公告 证券代码：002617 证券简称：露笑科技 公告编号：2026-012 二〇二六年二月三日 截至本公告披露日，公司尚未归还的用于暂时补充流动资金的闲置募集资金 余额为 126,500 万元。 特此公告。 露笑科技股份有限公司董事会 露笑科技股份有限公司（以下简称"公司"）于 2025 年 11 月 7 日召开的 第六届董事会第二十次会议和第六届监事会第十七次会议，审议通过了《关于延 期归还闲置募集资金并继续用于暂时补充流动资金的议案》，鉴于公司募集资金 投资项目建设需要一定周期，部分募集资金存在暂时闲置的情况，为提高公司募 集资金使用效率，满足公司日常经营对流动资金增加的需求，减少公司的财务费 用支出，优化财务结构，维护公司和股东的利益，在保证募集资金投资项目正常 进行的前提下，公司延期归还闲置募集资金 183,000 万元并继续用于暂时补充流 动资金，使用期限为自董事会审议通过之日起不超过 12 个月，具体内容详见公 司 2025 年 11 月 8 日披露的《关于延期归还闲置募集资金并继续用于暂时补充 流动资金的公告》（公告编号：202 ...