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]

每经头条（nbdtoutiao）——申请超2万份，已开出41家，加盟海底捞，你要准备多少钱？1000万元不算 多，真实"账单"公布 （记者 张喜威） 每经AI快讯，勤上股份（SZ 002638，收盘价：2.41元）8月29日发布公告称，公司第六届第十八次董事 会会议于2025年8月27日在公司二楼会议室以现场结合通讯的方式召开。会议审议了《2025年半年度报 告及摘要》等文件。 ...

东莞勤上光电股份有限公司 专项账户，并将原保存在中信银行股份有限公司常平支行，专户号码为： 8114801013100106631，用于重点城市新增网点建设项目的本息余额全部转存至 新设的募集资金专户，同时注销中信银行股份有限公司常平支行，专户号码为 8114801013100106631 的专项账户。2017 年 11 月 21 日，公司与独立财务顾问和 厦门国际银行股份有限公司珠海分行签订了《募集资金三方监管协议》。 公司第四届董事会第二十次会议审议通过了《关于变更部分募集资金专项账 户的议案》，同意公司在广东华兴银行股份有限公司东莞分行新设一个募集资金 专项账户，并将原保存在江苏银行股份有限公司深圳分行，专户号码为： 19290188000023978，用于"小班化辅导建设项目"的专项账户本息余额全部转 存至新设的募集资金专项账户，同时注销江苏银行股份有限公司深圳分行，号码 为 19290188000023978 的专项账户。2018 年 3 月 5 日，公司与独立财务顾问和 广东华兴银行股份有限公司东莞分行签订了《募集资金三方监管协议》。 2025 年半年度募集资金存放与使用情况的专项报告 一、募集资 ...

东莞勤上光电股份有限公司 DONGGUAN KINGSUN OPTOELECTRONIC CO.,LTD. 2025 年半年度财务报告 东莞勤上光电股份有限公司 2025 年半年度财务报告 （未经审计） 披露日期：二〇二五年八月 1 东莞勤上光电股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：东莞勤上光电股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 223,514,959.04 | 194,101,874.80 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 646,049,121.75 | 707,665,066.03 | | 衍生金融资产 | | | | 应收票据 | 215,775.00 | 291,076.00 | | 应收账款 | 281,368,143.85 | 254,295,374 ...

2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 | 编制单位：东莞勤上光电股份有限公司 | | | | | | | | | | 单位：元 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性 | 资金占用方名称 | 占用方与上市公司 | 上市公司核算 | 2025年期初占 | 2025年半年度占 用累计发生金额 | 2025年半年度占用 | 2025年半年度 偿还累计发生金 | 2025年半年度 期末占用资金 | 占用形成原因 | 占用性质 | | 资金占用 | | 的关联关系 | 的会计科目 | 用资金余额 | | 资金的利息(如有) | | | | | | | | | | | （不含利息） | | 额 | 余额 | | | | 控股股东、 | | | | | | | | | | | | 实际控制人 | | | | | | | | | | | | 及其附属企 | | | | | | | | | | | | 业 | | | | | | | | | | | | 小计 | | | | | | | | ...

证券代码：002638 证券简称：勤上股份 公告编号：2025-048 东莞勤上光电股份有限公司 第六届监事会第十三次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、召开情况 东莞勤上光电股份有限公司（以下简称"公司"）第六届监事会第十三次会 议于 2025 年 08 月 27 日在公司二楼会议室以现场结合通讯的方式召开，会议由 监事会主席许家琪女士召集和主持。会议通知已于 2025 年 08 月 15 日以专人送 达、电子邮件或传真等方式送达全体监事。会议应出席监事 3 名，实际出席监事 3 名。本次会议出席人数、召开程序、议事内容均符合《中华人民共和国公司法》 等相关法律法规、部门规章和《公司章程》的规定，会议合法有效。公司全部董 事和高级管理人员列席了本次会议。 二、审议情况 经认真审议，与会监事以现场结合通讯投票的方式进行表决，形成本次会议 决议如下： （一）审议通过了《2025 年半年度报告及摘要》 经审核，监事会认为公司2025年半年度报告及摘要的程序符合法律、行政法 规和中国证监会的规定，报告内容真实、准确、完整地反映了公司的实 ...