证券日报网讯1月21日，电光科技（002730）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东人数为48601户。 ...

证券日报网讯1月12日，电光科技（002730）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司股东人数为48905户。 ...

Core Viewpoint - The financial report of Electric Light Technology reveals a dual narrative: a stable traditional business and a potential aggressive transformation towards AI and computing services, despite a modest profit growth of 1.34% [2][18][26] Group 1: Financial Performance - The net profit for the third quarter of 2025 is 68.09 million yuan, showing a slight increase of 1.34% year-on-year, indicating stable but slow growth in the traditional coal mining sector [18][20] - The cash flow from operating activities reached 729.7 million yuan, up 6.39% year-on-year, suggesting good market acceptance and healthy cash circulation for the business [21] - The company's inventory has surged to 356 million yuan, a 26.34% increase year-on-year, marking a historical high, which may indicate preparation for future projects rather than unsold products [23] Group 2: Strategic Developments - Electric Light Technology has signed a significant computing service contract worth 553.5 million yuan with Shanghai Wunuan Xinqiong, utilizing a favorable prepayment model that enhances cash flow and reduces bad debt risk [24] - The company has established a joint venture with Zhejiang Yungu to create a computing center and data center, indicating a strategic move into the big data and AI service market [24] - The application of AI technology in products such as high-voltage switches and the development of mining inspection robots highlight the company's transition towards becoming a provider of AI solutions [24] Group 3: Profitability and Risks - The sales gross margin stands at 38.56%, indicating a strong position in terms of product value and pricing power, which supports the transition to higher-value computing and AI services [25] - A significant increase in short-term borrowings to 388 million yuan, up 92.36% year-on-year, raises concerns about liquidity as cash reserves are only 407 million yuan, indicating potential financial risk [25]

证券日报网讯1月5日，电光科技（002730）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股东人数为48784户。 ...

证券日报网讯12月11日，电光科技（002730）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东人数为49792户。 ...

Core Viewpoint - The company has established a high-performance computing cluster utilizing industry-leading chips and is actively planning for domestic chip technology testing and cluster development in response to market demand [1] Group 1 - The company has built a thousand-level intelligent computing cluster [1] - The cluster employs leading high-performance computing chips [1] - The company is closely monitoring the trend of domestic chip localization [1] Group 2 - The company is proactively planning and advancing technology testing based on domestic chips [1] - The development of clusters will be aligned with market demand [1]

每经AI快讯，有投资者在投资者互动平台提问：公司在2025年6月设立北京电光云 ，其定位与浙江电光 云有何区别？北京公司在开拓金融、生物医药等新行业客户方面，目前取得了哪些具体进展？ 电光科技（002730.SZ）12月10日在投资者互动平台表示，您好，感谢对公司关注，公司在北京与浙江 两地设立子公司，是基于算力产业发展趋势与客户需求，进行的战略性、差异化布局。浙江电光云主要 定位于大型智算定制化服务，依托公司的核心基础设施和技术积累，专注于为有大规模、长期、稳定算 力需求的重点客户，提供从设计、部署到运维的全链路深度定制解决方案。 北京电光云作为公司的重 要支点，其当前阶段的策略侧重于运营与服务。我们旨在通过灵活的算力运营平台，快速响应市场上多 元化、敏捷化的需求，尤其侧重提升标准化服务的响应效率。同时，北京公司也承担着培育新市场、探 索创新服务模式的任务，以增强公司整体服务的弹性与市场覆盖面，与核心定制业务形成有效协同。 两地的布局相辅相成，共同构成了公司"定制与运营并重，深度与广度结合"的算力服务网络，以更全面 地把握市场机遇，服务更广泛的客户群体。 （记者 曾健辉） ...

Core Viewpoint - The company is making significant progress in its supercomputing business, with the first batch of customized supercomputing projects successfully delivered, and new operational computing resources set to go live mid-month [1] Group 1: Supercomputing Business - The supercomputing business is advancing smoothly, with initial projects tailored to customer needs already delivered [1] - New operational computing resources are currently in the final stages of debugging and optimization, expected to be operational by mid-December [1] - A preliminary collaboration has been established with a biological research institute in Beijing, with the first small-scale GPU computing cluster already deployed [1] Group 2: Market Strategy - The company’s current strategy in the intelligent computing business focuses on meeting customized client demands [1] - To cultivate the market and explore more flexible service models, the company plans to procure a small amount of operational resources that support single-card scheduling to enhance service flexibility and coverage [1] - Revenue contributions from newly expanded industries have not yet formed a significant scale [1]

Core Viewpoint - The company is making significant progress in its supercomputing business, with initial customized projects successfully delivered and new operational computing resources set to launch soon [1] Group 1: Supercomputing Business Progress - The first batch of customized supercomputing projects has been successfully delivered, enhancing service flexibility and market responsiveness [1] - New operational computing resources are currently in the final debugging and optimization phase, expected to officially launch in mid-December [1] - A preliminary collaboration has been established with a biological research institute in Beijing, with the first small-scale GPU computing cluster already deployed [1] Group 2: Revenue and Expansion Strategy - Current revenue contributions from the newly expanded industry are not yet significant in scale [1] - The company plans to initiate the next phase of capacity expansion when the overall utilization rate of existing supercomputing clusters reaches 60% [1] - Expansion timing will be determined based on market demand growth, customer contracts, and industry technology developments [1] Group 3: Intelligent Computing Business Strategy - The current strategy for the intelligent computing business focuses on meeting customized client demands [1] - To explore more flexible service models, the company plans to procure a small amount of operational resources that support single-card adjustments [1]

证券日报网讯 12月1日，电光科技在互动平台回答投资者提问时表示，截至2025年11月28日，公司股东 人数为50249户。 （文章来源：证券日报） ...