格隆汇10月9日丨勤上股份(002638.SZ)公布，公司于近日收到瑞众人寿出具的《关于减持股份计划实施 完成的告知函》。瑞众人寿于2025年9月8日至2025年9月30日期间以集中竞价交易方式累计减持1,420.09 万股，占公司总股本（已剔除公司回购专用证券账户的股份数，下同）的1%，本次股份减持计划已实 施完毕。 ...

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。 东莞勤上光电股份有限公司（以下简称"公司"）于 2025 年 8 月 16 日披露了 《关于持股 5%以上股东减持股份的预披露公告》（公告编号：2025-043），瑞众 人寿保险有限责任公司（以下简称"瑞众人寿"）计划在自减持计划公告之日起十 五个交易日后的三个月内以集中竞价方式减持公司股份不超过 14,200,956 股（不 超过公司剔除回购专用证券账户中股份数量后总股本的 1%）。 公司于近日收到瑞众人寿出具的《关于减持股份计划实施完成的告知函》。瑞 众人寿于 2025 年 9 月 8 日至 2025 年 9 月 30 日期间以集中竞价交易方式累计减持 1,420.09 万股，占公司总股本（已剔除公司回购专用证券账户的股份数，下同）的 1%，本次股份减持计划已实施完毕。具体情况如下： 二、本次减持前后持股情况 | 股东名称 | 股份性质 | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | 股数（万股） | 占总股本比 | 占总股本比 股数（万股 ...

2025年，东莞勤上光电股份有限公司曾披露瑞众人寿保险有限责任公司减持计划，其拟在公告之日起十 五个交易日后的三个月内，以集中竞价方式减持不超14,200,956股（不超公司剔除回购专用证券账户中 股份数量后总股本的1%）。近日，公司收到告知函，瑞众人寿于2025年9月8日至9月30日，以集中竞价 交易累计减持1420.09万股，占总股本1%，减持均价2.54元/股。减持后，瑞众人寿持股降至6718.1062万 股，占比4.73%。本次减持符合规定，未致公司控制权变更，不影响持续经营。 ...

从资金流向上来看，当日照明设备板块主力资金净流出2133.54万元，游资资金净流入4629.88万元，散户 资金净流出2496.34万元。照明设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002638 勤上股份 | | 2287.43万 | 6.36% | -1015.66万 | -2.83% | -1271.77万 | -3.54% | | 001326 | 联域股份 | 624.85万 | 3.71% | -646.88万 | -3.84% | 22.03万 | 0.13% | | 600261 | 阳光照明 | 610.59万 | 6.36% | 30.45万 | 0.32% | -641.04万 | -6.68% | | 000541 | 佛山照明 | 546.40万 | 7.63% | -604.71万 | -8.44% | 58.31万 | 0.81% | | 60536 ...

Core Viewpoint - The domestic lighting product export value decreased by 6.3% year-on-year in the first half of 2025, with LED lighting products experiencing negative growth for two consecutive years. Exports to the U.S. fell by 10.5%, with the overall share dropping below 20% [1] Group 1: Company Performance - A total of 14 listed companies in the general lighting equipment sector reported a combined revenue of 18.78 billion yuan in the first half of 2025, a decline of 5.7% compared to the same period in 2024. The total net profit attributable to shareholders was 937 million yuan, down from 1.267 billion yuan in 2024 [1] - Foshan Lighting led the revenue rankings with 4.386 billion yuan, 1.36 times that of the second-ranked Opple Lighting, which reported 3.216 billion yuan [3] - Six companies, including Foshan Lighting and Opple Lighting, experienced declines in both revenue and net profit, accounting for over 40% of the total [1] Group 2: Revenue and Profit Analysis - The revenue growth of *ST Xingguang reached 32.6%, but its scale was the smallest among the 14 companies, with total revenue not exceeding 100 million yuan. The growth was driven by significant increases in new business areas such as lithium battery production and photovoltaic power station operations [3] - The operating costs of about half of the general lighting equipment companies decreased alongside the decline in main business revenue, with Foshan Lighting having the highest operating cost at 3.565 billion yuan [3][4] - The gross profit margin for most companies declined, with over 85% of them experiencing a downward trend in gross profit margins [4] Group 3: Cost Control and Efficiency - The operating cost ratio for general lighting equipment companies remained between 60% and 80%, while *ST Xingguang's operating cost ratio reached 89.8%, leading to a significant drop in its gross profit margin [4] - Haiyang Wang maintained a stable revenue proportion from its core lighting equipment business, with a gross profit margin of 58.8%, the highest among peers [4] - In terms of expense efficiency, only Lianyu Co. saw an increase in sales, management, and R&D expenses, while others like Haiyang Wang and Opple Lighting reported declines [7] Group 4: Profitability and Cash Flow - Opple Lighting reported a net profit of approximately 369 million yuan, a slight decrease of 4.1%, outperforming the combined net profits of other major competitors [10] - Companies like Hengtai Lighting and Gelir turned their operating cash flow from negative to positive, while over 70% of companies saw a decrease in cash flow from operating activities [13] - The accounts receivable turnover days for companies like Qingshang Co. and Haiyang Wang exceeded 200 days, indicating slower operational efficiency [16]

Market Overview - On September 30, the lighting equipment sector rose by 0.34% compared to the previous trading day, with Qunshang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Qunshang Co., Ltd. (002638) closed at 2.78, with a significant increase of 9.88% and a trading volume of 656,900 shares, amounting to 180 million yuan [1] - Other notable performers included: - Xiaosong Co., Ltd. (002723) with a closing price of 9.86, up 4.01% [1] - *ST Xingguang (002076) at 1.90, up 2.15% [1] - Debang Lighting (603303) at 13.51, up 1.58% [1] - Lianyu Co., Ltd. (001326) at 47.47, up 0.83% [1] Capital Flow - The lighting equipment sector saw a net inflow of 53.3 million yuan from institutional investors, while retail investors experienced a net outflow of 11.9 million yuan [2] - The main capital flow details indicate: - Qunshang Co., Ltd. had a net inflow of 73.2 million yuan from institutional investors, accounting for 40.67% of its total trading [3] - Xiaosong Co., Ltd. had a net inflow of 16.2 million yuan, representing 6.84% [3] - Ocean King (002724) saw a net inflow of 7.0 million yuan, making up 13.98% [3]

Core Insights - The lighting equipment sector experienced a 1.09% increase on September 29, with Lida Xin leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Lida Xin (605365) closed at 15.39, up 4.27% with a trading volume of 57,100 shares and a transaction value of 87.31 million yuan [1] - Minbao Optoelectronics (301362) closed at 44.28, up 3.94% with a trading volume of 14,400 shares [1] - Qinsong Co. (002638) closed at 2.53, up 2.85% with a trading volume of 429,200 shares [1] - Xiaosong Co. (002723) closed at 9.48, up 2.60% with a trading volume of 188,100 shares [1] - Sanxiong Aurora (300625) closed at 12.18, up 1.67% with a trading volume of 22,300 shares [1] - ST Xingguang (002076) closed at 1.86, up 1.09% with a trading volume of 226,100 shares [1] - Lianyu Co. (001326) closed at 47.08, up 0.86% with a trading volume of 18,200 shares [1] - Debang Lighting (603303) closed at 13.30, up 0.83% with a trading volume of 15,700 shares [1] - OPPLE Lighting (603515) closed at 17.37, up 0.52% with a trading volume of 9,706 shares [1] - Foshan Lighting (000541) closed at 6.33, up 0.16% with a trading volume of 152,300 shares [1] Capital Flow - The lighting equipment sector saw a net inflow of 6.71 million yuan from institutional investors, while retail investors contributed a net inflow of 10.16 million yuan [2] - Speculative funds experienced a net outflow of 16.87 million yuan [2] Individual Stock Capital Flow - Lida Xin (605365) had a net inflow of 14.57 million yuan from institutional investors, but a net outflow of 8.13 million yuan from speculative funds [3] - Qinsong Co. (002638) saw a net inflow of 5.85 million yuan from institutional investors, with a net outflow of 7.57 million yuan from speculative funds [3] - Xiaosong Co. (002723) had a net inflow of 4.42 million yuan from institutional investors, while speculative funds experienced a net outflow of 9.27 million yuan [3] - Sanxiong Aurora (300625) had a net inflow of 2.31 million yuan from institutional investors, with a minor net outflow from speculative funds [3] - OPPLE Lighting (603515) had a net inflow of 0.83 million yuan from institutional investors, with a net outflow from speculative funds [3] - Minbao Optoelectronics (301362) experienced a slight net outflow from institutional investors, but a net inflow from speculative funds [3] - Debang Lighting (603303) had a net outflow from both institutional and speculative funds, but a net inflow from retail investors [3] - Foshan Lighting (000541) and ST Xingguang (002076) both saw net outflows from institutional investors, with retail investors providing some support [3] - Lianyu Co. (001326) had a net outflow from institutional investors, but a net inflow from speculative funds [3]

Market Overview - The lighting equipment sector experienced a decline of 1.49% on September 25, with Lianyu Co. leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Individual Stock Performance - Xiaolan Co. (002723) closed at 9.40, up 1.08% with a trading volume of 207,000 shares and a turnover of 193 million yuan [1] - Sanxiong Aurora (300625) closed at 11.97, down 0.58% with a trading volume of 15,400 shares and a turnover of 18.51 million yuan [1] - OPPLE Lighting (603515) closed at 17.25, down 0.81% with a trading volume of 9,974 shares and a turnover of 17.32 million yuan [1] - ST Xingguang (002076) closed at 1.81, down 1.09% with a trading volume of 122,210 shares and a turnover of 40.41 million yuan [1] - Lida Xin (605365) closed at 14.93, down 1.45% with a trading volume of 21,300 shares and a turnover of 32.02 million yuan [1] - Ocean King (002724) closed at 7.37, down 1.60% with a trading volume of 57,900 shares and a turnover of 43.02 million yuan [1] - Foshan Lighting (000541) closed at 6.37, down 1.70% with a trading volume of 142,700 shares and a turnover of 91.34 million yuan [1] - Min Explosive Optoelectronics (301362) closed at 43.31, down 1.79% with a trading volume of 9,603 shares and a turnover of 41.98 million yuan [1] - Debang Lighting (603303) closed at 13.19, down 2.01% with a trading volume of 13,100 shares and a turnover of 17.48 million yuan [1] - Sunshine Lighting (600261) closed at 3.77, down 2.08% with a trading volume of 546,400 shares and a turnover of 208 million yuan [1] Capital Flow Analysis - The lighting equipment sector saw a net outflow of 107 million yuan from institutional investors, while retail investors experienced a net inflow of 76.26 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Detailed Capital Flow by Stock - Sanxiong Aurora (300625) had a net inflow of 2.74 million yuan from institutional investors, while retail investors saw a net outflow of 1.02 million yuan [3] - Min Explosive Optoelectronics (301362) had a net inflow of 0.86 million yuan from institutional investors, with a net inflow of 0.40 million yuan from retail investors [3] - OPPLE Lighting (603515) experienced a net outflow of 0.44 million yuan from institutional investors, while retail investors had a net inflow of 0.11 million yuan [3] - Debang Lighting (603303) faced a net outflow of 1.46 million yuan from institutional investors, but retail investors had a net inflow of 2.44 million yuan [3] - Ocean King (002724) had a significant net outflow of 3.50 million yuan from institutional investors, with retail investors seeing a net inflow of 2.06 million yuan [3] - Lida Xin (605365) experienced a net outflow of 5.54 million yuan from institutional investors, while retail investors had a net inflow of 3.14 million yuan [3] - ST Xingguang (002076) faced a net outflow of 9.30 million yuan from institutional investors, with retail investors seeing a net inflow of 4.36 million yuan [3] - Foshan Lighting (000541) had a net outflow of 10.19 million yuan from institutional investors, while retail investors had a net inflow of 5.93 million yuan [3] - Qingshang Co. (002638) experienced a net outflow of 10.79 million yuan from institutional investors, with a net inflow of 19.18 million yuan from retail investors [3] - Xiaolan Co. (002723) faced a net outflow of 17.98 million yuan from institutional investors, while retail investors had a net inflow of 3.27 million yuan [3]

东莞勤上光电股份有限公司 简式权益变动报告书 上市公司名称：东莞勤上光电股份有限公司 股票上市地点：深圳证券交易所 股票简称：勤上股份 住所：北京市丰台区凤凰嘴街 2 号院 2 号楼 101、201、301、501、1201、1501、 1601、1701、1801、1901、2001、2101 通讯地址：北京市丰台区凤凰嘴街 2 号院 2 号楼 股份变动性质：持股比例减少 签署日期： 2025 年 9 月 22 日 1 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 股票代码：002638.SZ 信息披露义务人：瑞众人寿保险有限责任公司 一、信息披露义务人依据《中华人民共和国公司法》、《中华人民共和国证券法》、 《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格式准则第 15 号 ——权益变动报告书》的规定及相关的法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信 息披露义务人章程或内部规则中的任何条款，或与之相冲突。 4 三、依据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收购管 理 ...

关于股东披露权益变动报告的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 重要提示： ●本次权益变动系公司持股 5%以上的股东瑞众人寿减持股份，不触及要约 收购； ●瑞众人寿不属于公司的控股股东、实际控制人及其一致行动人，本次权益 变动不会导致公司控制权发生变更，也不会对公司日常生产经营产生重大影响。 东莞勤上光电股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日收 到公司股东瑞众人寿保险有限责任公司（以下简称"瑞众人寿"）出具的《简式 权益变动报告书》。本次权益变动触及 5%刻度线，现将有关情况公告如下： 一、本次权益变动的基本情况 公司于 2025 年 8 月 16 日披露了《关于持股 5%以上股东减持股份的预披露 公告》（公告编号：2025-043），瑞众人寿计划在自减持计划公告之日起十五 个交易日后的三个月内以集中竞价方式减持公司股份不超过 14,200,956 股（不 超过公司剔除回购专用证券账户中股份数量后总股本的 1%）。 截至本公告披露日，上述减持计划尚未实施完毕。 证券代码：002638 证券简称：勤上股份 公告编 ...