金融界消息 截至2025年7月30日收盘，电光科技（002730）报收于17.48元，下跌3.0%，换手率5.08%， 成交量17.59万手，成交金额3.10亿元。 通过天眼查大数据分析，电光防爆科技股份有限公司共对外投资了20家企业，参与招投标项目3080次， 知识产权方面有商标信息11条，专利信息184条，此外企业还拥有行政许可12个。 来源：金融界 电光科技最新一期业绩显示，截至2025一季报，公司营业总收入2.73亿元、同比增长8.24%，归属净利 润2063.40万元，同比减少7.61%，扣非净利润1998.48万元，同比减少8.86%，流动比率1.674、速动比率 1.394、资产负债率42.05%。 天眼查商业履历信息显示，电光防爆科技股份有限公司，成立于1998年，位于温州市，是一家以从事电 气机械和器材制造业为主的企业。企业注册资本36207.988万人民币，实缴资本36207.988万人民币。公 司法定代表人为石晓霞。 资金流向方面，今日主力资金净流出5387.95万元，占比成交额17.39%。其中，超大单净流出2507.62万 元、占成交额8.09%，大单净流出2880.32万元、占成交 ...

信息披露义务人（五）：石晓霞 住所及通讯地址：浙江省乐清市****** 信息披露义务人（六）：施鹏 住所及通讯地址：上海市黄浦区****** 上市地点：深圳证券交易所 股票简称：电光科技 股票代码：002730 电光防爆科技股份有限公司 简式权益变动报告书 上市公司名称：电光防爆科技股份有限公司 信息披露义务人（一）：电光科技有限公司 住所及通讯地址：乐清市柳市镇兆丰路 49 号 信息披露义务人（二）：石碎标 住所及通讯地址：浙江省乐清市****** 信息披露义务人（三）：石向才 住所及通讯地址：上海市徐汇区****** 信息披露义务人（四）：朱丹 住所及通讯地址：上海市徐汇区****** 签署日期：二〇二五年七月 信息披露义务人声明 信息披露义务人（七）：施隆 住所及通讯地址：浙江省乐清市****** 权益变动性质：持股比例降至 55%以下。 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》（以下简称"《证券法》"）《上市公司收购管理办法》（以下简称"《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》（以下简称"《准则 15 号》"）及 ...

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。 特别提示： 持有电光防爆科技股份有限公司（以下简称"公司"）13,860,000 股（占 公司总股本比例 3.83%）的股东石碎标先生于 2025 年 7 月 30 日通过集中竞价交 易方式减持公司股份 1,078,500 股，占公司总股本比例 0.3%。 一、权益变动的基本情况 本次权益变动前，石碎标先生及其一致行动人合计持有公司股份 200,222,500 股，占公司总股本比例 55.30%。本次权益变动后，石碎标先生及其 一致行动人合计持有公司股份 199,144,000 股，占公司总股本比例降至 55.00%。 持股比例变动触及 5%的整数倍，现将有关情况公告如下： | 1．基本情况 | | --- | 电光科技 票代码：002730 股票简称：电光科技 公告编号：2025-037 电光防爆科技股份有限公司 关于控股股东权益变动触及 5%整数倍的提示性公告 | 本次权益变动方式 | 通过证券交易所的集中交易 ☑ | | | | --- | --- | --- | --- | | （可多选） | 通过证券交 ...

电光科技（002730）公告，信息披露义务人电光科技有限公司及其一致行动人石碎标、石向才、朱丹、 石晓霞、施鹏与施隆的持股比例从55.30%降至55.00%。石碎标先生于2025年7月30日通过集中竞价交易 方式减持公司股份合计107.85万股，占公司截至2025年7月29日总股本的比例为0.3%。 ...

证券日报网讯电光科技（002730）7月30日在互动平台回答投资者提问时表示，公司防爆电器产品主要 用于煤矿、石油石化、非煤矿山、隧道工程等，公司永磁电机产品用于煤矿、非煤矿山、水泥等行业。 ...

Group 1 - The company specializes in explosion-proof electrical products primarily used in coal mines, petrochemical industries, non-coal mines, and tunnel engineering [1] - The company's permanent magnet motor products are utilized in coal mines, non-coal mines, and the cement industry [1]

Group 1: Stock Performance - Zhejiang Zhenyuan and Asia-Pacific Pharmaceutical both achieved a 2-day limit-up with increases of 10.01% and 9.98% respectively, driven by innovation in pharmaceuticals [2] - Chengdu XianDao saw a first board listing with a significant rise of 20.02%, attributed to innovative drug developments [2] - TaiJing Technology and YanHua Intelligent both recorded first board listings with increases of 9.97% and 9.94%, linked to Huawei's influence in robotics [5] Group 2: AI and Robotics - Nvidia's CEO suggested that Huawei's AI chips could potentially replace Nvidia's offerings, indicating a competitive shift in the AI chip market [4] - The domestic robotics industry is gaining traction with significant orders being awarded, highlighting its importance in national competition [7] Group 3: Market Trends - The light communication sector is expected to see sustained growth due to high demand in both domestic and international markets, with performance likely to continue improving [13] - The low-altitude economy is gaining attention, with a notable $1 billion procurement agreement signed for eVTOL aircraft, indicating growth potential in this sector [17] Group 4: Consumer and Retail - The Chinese government is implementing measures to boost consumer spending, which is expected to positively impact the retail sector [21] - Companies like Guoguang Chain and Hanshang Group have seen first board listings with increases of 9.98% and 9.97%, reflecting the positive sentiment in the retail market [23] Group 5: Solar and Food & Beverage - The price of polysilicon has increased by 12.4% week-on-week, indicating a rising trend in the solar industry [24] - The food and beverage sector is also benefiting from government initiatives aimed at enhancing consumer demand, with companies like Huangshi Group seeing a 10.10% increase [26]

Group 1 - The A-share data center sector showed active trading at the beginning of the session [1] - Weichai Heavy Machinery and Hongbo Shares both reached the daily limit up [1] - Changxin Bochuang, Diguang Technology, and Zhongheng Electric also experienced upward movement [1]

Group 1 - Data centers are experiencing significant activity in the market, with Weichai Heavy Machinery (000880) hitting the daily limit and reaching a historical high in stock price [1] - Hongbo Shares (002229) also surged to the daily limit, indicating strong investor interest [1] - Other companies such as Changxin Bochuang (300548), Deguang Technology (002730), and Zhongheng Electric (002364) followed suit with notable increases in their stock prices [1] Group 2 - The AI wave is becoming increasingly prominent, prompting discussions on how ordinary individuals can participate in the technological advancements [1]

Core Viewpoint - The explosion-proof equipment industry in China is experiencing stable growth driven by increasing demand in the oil, chemical, and coal industries, despite a slowdown in overall economic growth. The industry has matured from initial technological exploration to a stable phase, with a significant number of patents filed, indicating ongoing innovation and market potential [1][6][20]. Group 1: Industry Definition and Classification - Explosion-proof equipment is designed for safe operation in flammable and explosive environments, preventing ignition from internal or external sources [2]. - It can be classified based on explosion-proof principles (e.g., isolation type, increased safety type) and hazardous environments (e.g., gas, dust) [2]. Group 2: Current Industry Status - The global market for explosion-proof equipment reached $7.9 billion in 2022 and is projected to grow to approximately $8.59 billion by 2024 and $8.93 billion by 2025 [4]. - In China, the demand for explosion-proof electrical equipment remains strong, with a total of 824 patents filed from 2016 to 2024, peaking at 151 in 2018 [6][4]. Group 3: Industry Value Chain - The upstream of the explosion-proof equipment industry involves raw materials such as metals and non-metals, while the midstream focuses on research and production [8]. - The downstream applications include sectors like oil and gas, coal mining, pharmaceuticals, and dust processing [8]. Group 4: Competitive Landscape - The competition in the explosion-proof equipment industry is primarily based on product technology, quality, safety records, and after-sales service [10]. - Major companies include Huaron Technology Co., Ltd., Shenzhen Ocean King Lighting Technology Co., Ltd., and Electric Light Technology Co., Ltd., which dominate the market due to their product and technological advantages [11][14]. Group 5: Company Performance - Huaron Technology Co., Ltd. reported a revenue of 2.316 billion yuan and a gross margin of 56.52% in 2024, with a focus on expanding into new markets such as food and pharmaceuticals [16]. - New Dawn Technology Co., Ltd. achieved a revenue of 129 million yuan and a net profit of 53 million yuan in 2024, emphasizing its commitment to technological innovation and safety [18]. Group 6: Future Industry Trends - The explosion-proof equipment industry is expected to continue its stable growth trajectory, with trends moving towards high-end, digital, and intelligent solutions [20].