证券日报网讯12月15日，亚世光电（002952）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东户数为22320户。 ...

格隆汇12月5日丨亚世光电(002952.SZ)在投资者互动平台表示，公司正积极推进产业链延伸相关布局。 依托多年积累的定制化服务能力，目前已与工控领域优质企业达成合作，联合推进整机HMI产品的研发 与落地，该产品将更贴合工业自动化等下游场景的实际应用需求。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 持股5%以上的股东、董事、高级管理人员边瑞群保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 注：1、公司于2025年10月31日披露了《关于2025年限制性股票激励计划首次授予登记完成的公告》 （公告编号：2025-048），2025年限制性股票激励计划首次授予登记完成后，公司回购专用证券账户中 股份数量为400,000股。截至本公告披露日，公司总股本为164,340,000股，公司回购专用证券账户中股 份数量为400,000股，公司总股本剔除回购专用证券账户中股份数量后的股份总数为163,940,000股。本 公告中与公司此前披露的《关于持股5%以上股东减持股份预披露公告》（公告编号：2025-039）所涉 比例差异系不同时点的公司总股本剔除回购专用证券账户中股份数量后的股份总数差异所致。 2、上述"有限售条件股份"系高管锁定股。 3、若出现合计数与所列数值汇总不一致的情况，均为小数点四舍五入导致。 二、其他相关说明 1、边瑞群女士本次减持计划符合《证券法》、《上市公司股东减持股份管理暂行办法》、《上市公司 董事和高级管理 ...

Core Points - The company announced a share reduction plan by a major shareholder, Ms. Bian Ruiqun, on September 24, 2025 [1] - As of November 28, 2025, Ms. Bian has reduced her holdings by 1,246,600 shares, representing 0.7604% of the total shares excluding those in the repurchase account [1] - Prior to this reduction, Ms. Bian held 19,280,000 shares, which was 11.7604% of the total shares, and after the reduction, her holdings decreased to 18,033,400 shares, now representing 11.0000% [1]

Core Insights - The electronic paper industry is experiencing significant growth, transitioning from niche applications to becoming a core component in IoT display terminals, driven by increasing demand in retail and other sectors [1][2] - The A-share electronic paper index saw a daily increase of 3.36% on November 25, and a year-to-date increase of 56.58% as of November 28 [1] - Major manufacturers are consolidating their market positions, with the top five companies expected to hold approximately 86% of the global market share by 2024 [2][8] Industry Trends - The "dual carbon" goals in China are providing implicit support for low-power electronic products, creating long-term certainty for electronic paper companies [2] - The demand for electronic price tags and other applications is accelerating, with the industry entering a phase of synchronized acceleration in technology, market, and application [2][7] - The electronic paper technology has advanced with breakthroughs in color and flexibility, expanding applications from black-and-white static displays to full-color dynamic displays [5][6] Market Dynamics - The global electronic paper market is projected to exceed $14.2 billion, with significant growth expected in the e-book segment, which is anticipated to reach 18.8 million units by 2025 [8][9] - The domestic electronic paper industry has formed a complete layout, with strong downstream demand driving the expansion of upstream materials and midstream module production capacity [7] - The industry is characterized by a high growth rate and low base, with a compound annual growth rate of over 20% expected for global electronic paper terminals [9][10] Competitive Landscape - Major players in the electronic paper market include E Ink Holdings, HeLiTai, and Yasi Optoelectronics, with E Ink holding over 90% of the electronic ink film market [5][6] - The domestic market is seeing increased competition, with companies like Hanwang Technology and others capturing significant market shares [6][7] - The industry is facing challenges in scaling up production and reducing costs, particularly in high-end color electronic paper, which still relies on imported core materials [10]

南财智讯12月1日电，亚世光电公告，公司于近日收到持股5%以上股东、董事、高级管理人员边瑞群出 具的《股份变动触及1%整数倍的告知函》。截至2025年11月28日，边瑞群女士因个人资金需求，通过 集中竞价交易方式累计减持公司股份124.66万股，占公司总股本剔除回购专用证券账户中股份数量后的 股份总数比例0.7604%。本次权益变动后，边瑞群持有公司股份1803.34万股，占公司总股本剔除回购专 用证券账户中股份数量后的股份总数比例11.00%。本次减持在公司此前披露的减持计划范围内，符合 相关法律法规规定。边瑞群不属于公司控股股东或实际控制人，本次减持不会导致公司控制权变更，也 不会对公司治理结构及持续经营产生影响。其减持计划尚未实施完毕，后续将继续履行。 ...

亚世光电公告称，边瑞群女士于2025年9月披露减持计划，拟3个月内减持不超300万股，占比不超 1.8480%。截至11月28日，其累计减持124.66万股，占目前总股本剔除回购专户股份后比例0.7604%。变 动前持股1928万股，占比11.7604%；变动后持股1803.34万股，占比降至11%，触及1%整数倍。本次减 持与计划一致，后续将继续实施，且不会影响公司控制权和经营。 ...

证券代码：002952 证券简称：亚世光电 公告编号：2025-050 亚世光电（集团）股份有限公司 关于持股5%以上股东权益变动触及1%整数倍的公告 持股5%以上的股东、董事、高级管理人员边瑞群保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 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。 2、上述"有限售条件股份"系高管锁定股。 3、若出现合计数与所列数值汇总不一致的情况，均为小数点四舍五入导致。 亚世光电（集团）股份有限公司（以下简称"公司"）于 2025 年 9 月 24 日发布 了《关于持股 5%以上股东减持股份预披露公告》（公告编号：2025-039），对边瑞群 女士的股份减持计划进行了预披露，边瑞群女士拟自该公告发布之日起 15 个交易日后 的三个月内（即 2025 年 10 月 23 日~2026 年 1 月 22 日，窗口期不得减持）以集中竞价、 大宗交易方式减持本公司股份合计不超过 3,000,000 股（占当时公司总股本剔除回购专 用证券账户中股份数量后的股份总数比例不超过 1.8480%）。 公司于近日收到边瑞群女士出具的《股份变动 ...

Investment Rating - The report maintains an "Outperform" rating for the PCB industry [2]. Core Insights - The industry is entering a new AI-driven cycle, fundamentally changing demand structures. The construction of AI server clusters is leading to simultaneous upgrades in PCB demand and pricing. The expected market for wired communication PCBs will reach 206.9 billion RMB by 2027, with a CAGR of 20% over the next two years [4]. - High-end PCBs are expected to remain in tight supply until 2027, with major global manufacturers expanding production aggressively. The combined output of 13 leading PCB manufacturers is projected to reach 186 billion RMB by 2027, with a CAGR of 54% from 2025 to 2027 [4]. - The trend towards high-end PCB manufacturing is accelerating due to technological iterations and material upgrades. The industry is expected to see a three-pronged evolution in materials, processes, and architectures driven by AI [4]. - The demand surge and profit improvement in upstream materials present opportunities for domestic substitution. The price of copper-clad laminates has risen significantly, and domestic manufacturers are making notable progress in high-end materials [4]. - The PCB industry is experiencing a long-term trend of simultaneous growth in volume, price, and structure, driven by AI. The report recommends focusing on leading companies with high-end manufacturing capabilities and overseas delivery layouts [4]. Summary by Sections AI-Driven Growth - The AI cycle is expected to drive significant growth in PCB demand, particularly in AI servers, high-speed switches, and optical modules. The total market for wired communication PCBs is projected to reach 1,433 billion RMB by 2025 and 1,815 billion RMB by 2026 [19]. Production Capacity Expansion - Major PCB manufacturers are announcing aggressive expansion plans, with significant investments in new production facilities in Southeast Asia and domestic high-end capacity [15]. Technological Advancements - The report highlights the rapid adoption of mSAP technology in AI servers and switches, which is essential for meeting the demands of high-density signal transmission [4][21]. Market Dynamics - The report notes that the global PCB market is expected to face a supply-demand gap of nearly 20 billion RMB by 2026, although this gap is anticipated to narrow by 2027 [19]. Key Players - The report identifies leading companies such as Huada Technology, Jingwang Electronics, and Shenghong Technology as key players to watch in the PCB industry due to their high-end manufacturing capabilities and strategic expansion plans [4].

Core Points - The Shanghai Composite Index closed at 3888.60 points, above the annual line, with a change of 0.34% [1] - The total trading volume of A-shares reached 1,597.731 billion yuan [1] - A total of 133 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Notable stocks with high deviation rates include: - Xinruida (002983) with a deviation rate of 9.27% and a daily increase of 9.99% [1] - Qiyi (603712) with a deviation rate of 8.91% and a daily increase of 10.03% [1] - Yashiguangdian (002952) with a deviation rate of 8.64% and a daily increase of 9.99% [1] - Other stocks with lower deviation rates that just crossed the annual line include: - Junya Technology (301510) with a deviation rate of 7.82% and a daily increase of 14.24% [1] - Wenfeng (601010) with a deviation rate of 6.61% and a daily increase of 10.00% [1] Trading Activity - The trading turnover rate for notable stocks includes: - Xinruida at 4.72% [1] - Qiyi at 4.70% [1] - Yashiguangdian at 5.67% [1] - The overall trading environment shows a healthy turnover with significant activity in various stocks [1]