Group 1 - The lighting equipment sector increased by 0.11% on September 17, with Lianyu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] - Lianyu Co., Ltd. had a closing price of 40.85, with a rise of 4.82% and a trading volume of 34,700 shares [1] Group 2 - The main funds in the lighting equipment sector experienced a net outflow of 50.91 million yuan, while retail investors saw a net inflow of 23.83 million yuan [3] - Speculative funds had a net inflow of 27.08 million yuan into the sector [3]

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。 证券代码：002638 证券简称：勤上股份 公告编号：2025-050 东莞勤上光电股份有限公司 关于诉讼事项的进展公告 除本次披露的诉讼事项外，公司（包括控股子公司）没有应披露而未披露的 其他重大诉讼、仲裁事项。 四、本次诉讼进展对公司的影响 一、诉讼的基本情况 目前公司生产经营情况正常。本次诉讼处于一审判决阶段，公司将提起上诉。 本次诉讼进展对公司本期利润或期后利润的影响存在不确定性，最终实际影响以 法院生效判决结果为准，公司将根据诉讼的进展情况及时履行信息披露义务。 东莞勤上光电股份有限公司（以下简称"公司"）于 2024 年 07 月收到东莞 市第三人民法院（以下简称"法院"）送达的《应诉通知书》《民事起诉状》等 案件相关材料，原告东莞威亮电器有限公司（以下简称"威亮电器"）起诉公司 合同纠纷一案，公司已向法院提起反诉。具体内容详见公司于 2024 年 07 月 09 日在指定信息披露媒体刊登的相关公告。 二、诉讼的进展情况 公司于近日收到法院送达的《民事判决书》（[2025]粤 1973 民初 2096 ...

Group 1 - The lighting equipment sector increased by 0.88% on September 15, with Xiaosong Co. leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] - Notable performers in the lighting equipment sector included Xiaosong Co. with a closing price of 10.46 and a gain of 6.63%, and Lida Xin with a closing price of 17.01 and a gain of 5.19% [1] Group 2 - The lighting equipment sector experienced a net outflow of 61.23 million yuan from institutional investors, while retail investors saw a net inflow of 34.94 million yuan [2] - The overall trading volume for the lighting equipment sector was significant, with Xiaosong Co. achieving a trading volume of 359,200 hands and a transaction value of 366 million yuan [1] - The sector's individual stock performance varied, with some stocks like Lida Xin and Qinsong Co. showing positive net inflows from retail investors, while others like Debang Lighting and ST Xingguang faced net outflows [3]

证券代码：002638 证券简称：勤上股份 公告编号：2025-049 东莞勤上光电股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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。 东莞勤上光电股份有限公司（以下简称"公司"）于2025年04月21日召开第 六届董事会第十五次会议及2025年05月14日召开2024年年度股东大会审议通过 了《关于2025年度使用部分闲置募集资金及闲置自有资金进行现金管理的议案》， 同意公司（含控股子公司）使用不超过10亿元（含10亿元）闲置自有资金和不超 过6亿元（含6亿元）闲置募集资金进行现金管理，单项产品购买期限不超过12 个月，有效期自公司2024年年度股东大会审议通过之日起至2025年年度股东大会 召开之日内，在上述额度及决议有效期内可循环滚动使用。具体内容详见公司在 指定信息披露媒体刊登的相关公告。 根据上述决议，近期公司已使用闲置募集资金47,748万元进行现金管理，具 体内容公告如下： 一、近期购买理财产品情况 （一）未到期理财产品情况 | 序 | 购买方 | 签约方 | 资金 | 产品起息 | 产品 ...

Market Overview - On September 11, the lighting equipment sector rose by 0.5% compared to the previous trading day, with Greely leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Individual Stock Performance - Greely (831641) closed at 20.76, with a gain of 3.23% and a trading volume of 47,000 shares, resulting in a transaction value of 96.30 million yuan [1] - Qingshang Co. (002638) closed at 2.49, up 2.05%, with a trading volume of 356,500 shares and a transaction value of 87.19 million yuan [1] - Lianyu Co. (001326) closed at 38.15, gaining 1.92%, with a trading volume of 20,100 shares and a transaction value of 76.68 million yuan [1] - Yangmi Lighting (600261) closed at 3.52, up 1.73%, with a trading volume of 262,300 shares and a transaction value of 91.49 million yuan [1] - Other notable performances include Lida Xin (605365) at 15.40 (+1.45%), and Haoyang Wang (002724) at 7.93 (+1.15%) [1] Capital Flow Analysis - The lighting equipment sector experienced a net outflow of 35.70 million yuan from institutional investors, while retail investors saw a net inflow of 8.08 million yuan [2] - The main capital inflow was observed in Qingshang Co. (002638) with a net inflow of 4.77 million yuan from institutional investors, despite a net outflow from retail investors [3] - Other stocks like Lida Xin (605365) and Op Lighting (603515) also showed mixed capital flows, with Lida Xin having a net inflow of 1.38 million yuan from institutional investors [3]

Market Overview - The lighting equipment sector increased by 0.31% on September 10, with Debang Lighting leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Individual Stock Performance - Debang Lighting (603303) closed at 14.73, up 3.51% with a trading volume of 55,300 shares and a turnover of 81.47 million yuan [1] - ST Xingguang (002076) closed at 1.95, up 2.09% with a trading volume of 421,000 shares and a turnover of 80.99 million yuan [1] - Qingshang Co. (002638) closed at 2.44, up 0.83% with a trading volume of 342,600 shares and a turnover of 83.81 million yuan [1] - Other notable performances include OPPLE Lighting (603515) at 17.74, up 0.34%, and Sunshine Lighting (600261) at 3.46, up 0.29% [1] Capital Flow Analysis - The lighting equipment sector saw a net inflow of 15.19 million yuan from institutional investors, while retail investors experienced a net outflow of 12.45 million yuan [2] - The main capital inflow and outflow for individual stocks are detailed, with ST Xingguang receiving a net inflow of 13.84 million yuan from institutional investors [3] - Sunshine Lighting (600261) had a net inflow of 5.57 million yuan from institutional investors, while Debang Lighting (603303) saw a net inflow of 5.54 million yuan [3]

Company Overview - Qunshang Co., Ltd. is located in Dongguan, Guangdong Province, established on November 7, 1994, and listed on November 25, 2011. The company specializes in semiconductor lighting, focusing on smart lighting, outdoor lighting, landscape lighting, and outdoor courtyard products [1] - The main business revenue composition includes: outdoor courtyard products 74.25%, outdoor lighting 18.99%, landscape lighting 4.97%, display screens and others 1.78%, and indoor lighting 0.01% [1] Stock Performance - On September 1, Qunshang Co., Ltd. shares rose by 5.04%, reaching a price of 2.50 CNY per share, with a trading volume of 55.92 million CNY and a turnover rate of 1.70%. The total market capitalization is 3.591 billion CNY [1] Fund Holdings - According to data, the Everbright Pramerica Fund holds Qunshang Co., Ltd. as one of its top ten heavy positions. The Everbright Pramerica Chengxin Mixed A Fund (003115) held 29,400 shares in the second quarter, accounting for 1.02% of the fund's net value, ranking as the fifth-largest heavy position [2] - The Everbright Pramerica Chengxin Mixed A Fund was established on December 15, 2016, with a latest scale of 2.1414 million. Year-to-date returns are 36.68%, ranking 1587 out of 8254 in its category; the one-year return is 72.92%, ranking 1133 out of 8037; and since inception, the return is 89.61% [2]

Market Overview - On September 4, the lighting equipment sector declined by 0.18%, with Minbao Optoelectronics leading the drop. The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1]. Stock Performance - Notable stock performances in the lighting equipment sector included: - Greel: Closed at 19.63, up 3.26% with a trading volume of 33,500 shares and a turnover of 65.38 million yuan - Hengtai Lighting: Closed at 10.54, up 1.64% with a trading volume of 28,800 shares and a turnover of 30.40 million yuan - Minbao Optoelectronics: Closed at 45.53, down 6.16% with a trading volume of 40,300 shares and a turnover of 187 million yuan [1][2]. Capital Flow - The lighting equipment sector experienced a net outflow of 91.70 million yuan from institutional investors, while retail investors saw a net inflow of 80.97 million yuan. Speculative funds had a net inflow of 10.73 million yuan [2][3]. Individual Stock Capital Flow - Key individual stock capital flows included: - Sunshine Lighting: Net inflow of 976.30 million yuan from retail investors, but a net outflow of 923.92 million yuan from institutional investors - ST Xingguang: Significant net outflow of 18.01 million yuan from institutional investors, with a net inflow of 8.35 million yuan from retail investors [3].

Core Viewpoint - The company has demonstrated strong financial performance in the first half of 2025, with a focus on expanding its market presence and advancing its strategic initiatives in low-carbon lighting and smart transportation solutions [1][2][3][4] Financial Performance - The company reported a revenue of 263 million yuan, representing an 18.8% year-on-year increase [1] - Gross margin improved to 17.22%, up by 4.21% year-on-year [1] - Net cash flow from operating activities reached 83 million yuan, a significant increase of 120.27% year-on-year [1] Strategic Initiatives - The company is focusing on three strategic directions: outdoor low-carbon lighting, digital control, and vehicle-road-cloud collaboration, providing integrated solutions for various smart applications [1][2] - Following a change in control in 2023, the company has been actively adjusting its strategy, enhancing its core business in semiconductor lighting, and successfully divesting non-core assets [2] Market Expansion - The company is consolidating its technical advantages in mature markets while actively exploring emerging markets in Southeast Asia, the Middle East, and Latin America [2] - A strategic partnership with Inspur Smart City was established to enhance the company's influence in the smart city ecosystem [2] Smart Transportation Focus - The company is strategically targeting the "vehicle-road-cloud integration" sector, recognizing the growth potential in smart transportation and low-carbon lighting industries [3] - The company has developed a comprehensive system centered around smart lamp posts, integrating various functionalities such as lighting, video surveillance, and environmental monitoring [3] Low-Carbon Development - The company is responding to national low-carbon development goals by leading a "carbon efficiency revolution" in the lighting industry [4] - The company has achieved a light efficiency of 200 lm/W and introduced a 2.0 version of energy-saving streetlight systems that can achieve approximately 30% secondary energy savings [4] - Future developments include a 3.0 version of integrated lighting solutions aimed at achieving "zero-carbon lighting" [4]

Financial Performance - The company reported a total revenue of 263 million yuan for the first half of 2025, an increase of 18.8% year-on-year [1] - The net profit attributable to shareholders was -28.12 million yuan, a decline of 24.8% compared to the previous year [1] - The gross profit margin improved to 17.22%, reflecting a year-on-year increase of 32.33% [1] - The net profit margin was -10.68%, which is a slight decrease of 5.04% year-on-year [1] - The total of selling, administrative, and financial expenses reached 54.88 million yuan, accounting for 20.84% of revenue, an increase of 21.01% year-on-year [1] Cash Flow and Assets - The company reported operating cash flow per share of 0.01 yuan, a significant increase of 120.27% year-on-year [1] - The cash and cash equivalents decreased to 224 million yuan, down 25.28% from the previous year [1] - The net asset value per share was 1.54 yuan, a decrease of 11.41% year-on-year [1] Receivables and Debt - Accounts receivable amounted to 281 million yuan, representing 74.35% of the latest annual revenue [1] - Interest-bearing liabilities increased to 11.67 million yuan, an increase of 11.22% year-on-year [1] Historical Performance - The company has a median ROIC of -5.75% over the past decade, indicating poor investment returns [3] - The company has reported losses in 6 out of 13 annual reports since its listing, suggesting a history of financial instability [3]