宸展光电（厦门）股份有限公司 2025 年半年度报告全文 宸展光电（厦门）股份有限公司 2025 年半年度报告 2025 年 8 月 1 宸展光电（厦门）股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个 别和连带的法律责任。 公司负责人蔡宗良、主管会计工作负责人徐可欣及会计机构负责人(会计 主管人员)徐可欣声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中如有涉及未来的计划、业绩预测等前瞻性陈述内容，均不构成 本公司对投资者的实质承诺，投资者及相关人士均应对此保持足够的风险认识， 并且应当理解计划、预测与承诺之间的差异，敬请投资者注意投资风险。 公司目前不存在影响公司正常经营的重大风险。本报告第三节"管理层讨 论与分析"中，详细描述了公司经营中可能存在的风险，敬请投资者关注相关 内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 目录 | | --- | | 第一节 | 重要提 ...

宸展光电今日跌停，全天换手率15.80%，成交额11.12亿元，振幅11.61%。龙虎榜数据显示，机构净买 入691.36万元，深股通净卖出3944.86万元，营业部席位合计净卖出2013.08万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-11.80%上榜，机构专用席位净买入691.36万元，深 股通净卖出3944.86万元。 宸展光电8月25日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 机构专用 | 5994.04 | 0.00 | | 买二 | 深股通专用 | 5524.99 | 9469.85 | | 买三 | 国投证券股份有限公司成都交子大道证券营业部 | 2914.05 | 24.09 | | 买四 | 机构专用 | 2879.86 | 400.05 | | 买五 | 中信证券（山东）有限责任公司青岛西海岸新区庐山路证 | 2219.78 | 2.13 | | | 券营业部 | | | | 卖一 | 深股通专用 | 5524.99 | 9469.85 ...

Group 1 - Chanzhan Optoelectronics, a leading company in the commercial interactive display device industry, has expanded its business boundaries by signing a strategic cooperation agreement with Hong Kong's Satogate on August 22 [1][2] - The core of the strategic cooperation focuses on integrating software and hardware to facilitate cryptocurrency payments in daily life, covering various scenarios such as duty-free shops, shopping centers, cafes, convenience stores, cross-border travel, and smart healthcare [1][2] - Satogate specializes in cryptocurrency payment and settlement services, with a strong position in the industry due to its technology that supports multi-currency instant settlement and built-in compliance risk control [1][2] Group 2 - Chanzhan Optoelectronics' main business includes the research, design, production, and manufacturing of smart interactive displays, smart industrial computers, and smart vehicle displays, showcasing deep expertise in industrial-grade touch displays and POS terminals [2] - The strategic cooperation aims to effectively combine Satogate's software payment clearing capabilities with Chanzhan Optoelectronics' hardware interaction and support capabilities, promoting the implementation of cryptocurrency payments in retail, dining, and tourism [2] - The partnership is expected to enable free exchange between different stablecoins, enhancing payment flexibility and asset utilization efficiency [2]

Core Viewpoint - The optical and optoelectronic sector experienced a significant increase, with a 2.03% rise on August 22, led by Helitai's strong performance [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3825.76, up 1.45% [1] - The Shenzhen Component Index closed at 12166.06, up 2.07% [1] - Helitai (002217) led the sector with a closing price of 3.07, reflecting a 10.04% increase [1] Group 2: Stock Performance - The following stocks showed notable gains: - Chanzhan Optoelectronics (003019) closed at 43.55, up 8.60% [1] - Chenglai Optics (688502) closed at 438.00, up 8.01% [1] - Wavelength Optoelectronics (301421) closed at 89.77, up 7.10% [1] - Lianjian Optoelectronics (300269) closed at 5.83, up 6.97% [1] - Fuzhen Technology (002222) closed at 44.48, up 5.63% [1] - Aobi Zhongguang (688322) closed at 83.28, up 5.38% [1] - Gebijia (835438) closed at 45.00, up 4.65% [1] - Fuguang Co., Ltd. (688010) closed at 34.74, up 4.45% [1] - Tianshan Electronics (301379) closed at 27.76, up 4.13% [1] Group 3: Capital Flow - The optical and optoelectronic sector saw a net inflow of 889 million yuan from main funds [3] - Retail investors contributed a net inflow of 54.79 million yuan, while speculative funds experienced a net outflow of 944 million yuan [3]

亚联机械8月21日披露，截至8月20日公司股东户数为9849户，较上期（8月10日）减少1958户，环比降 幅为16.58%。这已是该公司股东户数连续第3期下降。 证券时报·数据宝统计，截至发稿，亚联机械最新股价为53.57元，上涨2.45%，本期筹码集中以来股价 累计上涨17.56%。具体到各交易日，9次上涨。 公司发布的半年报业绩快报数据显示，上半年公司共实现营业收入3.76亿元，同比下降15.01%，实现净 利润9848.76万元，同比增长20.57%，基本每股收益为1.1300元，加权平均净资产收益率9.36%。（数据 宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

Company Overview - The stock price of Chanzhan Optoelectronics is reported at 39.00 yuan as of August 20, 2025, with a decline of 1.49% from the previous trading day [1] - The stock exhibited a trading range of 37.18 to 40.00 yuan, with a volatility of 7.12% and a total trading volume of 249,900 hands, amounting to 966.5 million yuan [1] - Chanzhan Optoelectronics specializes in the research, production, and sales of optoelectronic display products, which are widely used in consumer electronics and industrial control sectors [1] Industry Insights - The company operates within the optical optoelectronics sector [1] - On August 20, there was a net outflow of 1.4738 million yuan in main funds, but over the past five trading days, there was a cumulative net inflow of 65.9298 million yuan [1] - Intraday trading data indicated rapid corrections and rebounds exceeding 2% at 9:36 AM and 9:45 AM respectively [1]

Market Overview - As of August 19, the Shanghai Composite Index closed at 3727.29 points, with a slight decline of -0.02%. The Shenzhen Component Index closed at 11821.63 points, down -0.12%, and the ChiNext Index closed at 2601.74 points, decreasing by -0.17% [1]. Trading Volume Analysis - A total of 1697 stocks saw an increase in average transaction volume, with 41 stocks experiencing a rise of over 50%. Conversely, 2858 stocks reported a decrease in average transaction volume [1]. - Notable stocks with significant increases in average transaction volume include ChenZhan Optoelectronics, Hanbo High-tech, and Shimao Energy [1]. Active Stocks - The stocks with the highest increase in transaction volume include *ST Huahong, Aili Home, and Kosen Technology, indicating active trading in these stocks recently [1]. Stocks with Significant Increases - Eleven stocks recorded both average transaction volume and transaction count increases exceeding 50%. Detailed data is provided in the accompanying tables [1]. Top Stocks by Transaction Volume Increase - **ChenZhan Optoelectronics**: Daily change of +10.00%, average transaction volume increased by 233.95% [2]. - **Hanbo High-tech**: Daily change of +20.00%, average transaction volume increased by 228.80% [2]. - **Shimao Energy**: Daily change of +10.01%, average transaction volume increased by 210.47% [2]. - **Yueda Investment**: Daily change of +10.06%, average transaction volume increased by 208.87% [2]. Top Stocks by Transaction Count Increase - **ST Huahong**: Daily change of +5.01%, transaction count increased by 7617.00% [3]. - **Aili Home**: Daily change of -9.97%, transaction count increased by 3423.77% [3]. - **Kosen Technology**: Daily change of +9.98%, transaction count increased by 2459.25% [3]. Stocks with Both Volume and Count Increases - **Shimao Energy**: Daily change of +10.01%, average transaction volume increased by 210.47%, and transaction count increased by 62.67% [4]. - **Mengjie Co.**: Daily change of +10.00%, average transaction volume increased by 137.60%, and transaction count increased by 78.66% [5]. - **Tianrun Industrial**: Daily change of +10.08%, average transaction volume increased by 90.01%, and transaction count increased by 175.01% [5].

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计显示，宸展光电所属的电子行业，目前整体涨幅为0.20%，行业内，目前股价上涨 的有174只，涨幅居前的有翰博高新、影石创新、腾景科技等，涨幅分别为15.65%、14.71%、12.29%。 股价下跌的有297只，跌幅居前的有奥海科技、弘景光电、冠石科技等，跌幅分别为6.24%、5.05%、 4.92%。 公司发布的一季报数据显示，一季度公司共实现营业收入6.22亿元，同比下降3.00%，实现净利润 4968.26万元，同比下降23.90%，基本每股收益为0.2800元，加权平均净资产收益率3.20%。（数据宝） 宸展光电股价创出历史新高，截至9:31，该股上涨10.00%，股价报39.59元，成交量547.67万股，成交金 额2.17亿元，换手率3.21%，该股最新A股总市值达69.81亿元，该股A股流通市值67.47亿元。 ...

Group 1 - The stock price of Chanzhan Optoelectronics closed at 35.99 yuan on August 18, 2025, down 1.13% from the previous trading day [1] - The stock opened at 36.39 yuan, reached a high of 37.00 yuan, and a low of 34.88 yuan, with an intraday volatility of 5.82% [1] - The trading volume was 148,000 hands, with a total transaction amount of 532 million yuan [1] Group 2 - Chanzhan Optoelectronics specializes in the research, production, and sales of optoelectronic display products, primarily used in consumer electronics, automotive displays, and industrial control [1] - The company operates within the optical optoelectronics sector and is also involved in emerging fields such as trusted computing and vehicle networking [1] Group 3 - On August 18, the net outflow of main funds for Chanzhan Optoelectronics was 52.03 million yuan, with a cumulative net outflow of 4.0448 million yuan over the past five trading days [1] - The turnover rate for the day was 8.69%, indicating active market trading [1]

Core Viewpoint - The company has completed the repurchase and cancellation of 316,890 restricted shares from its 2024 incentive plan, which accounts for 0.18% of the total share capital, following the departure of certain incentive recipients [1][2][12]. Summary by Sections Announcement of Repurchase and Cancellation - The total number of restricted shares repurchased and canceled is 316,890, which represents 0.18% of the company's total share capital before the repurchase [1][11]. - The repurchase was confirmed by the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch [1][3]. Background of the Incentive Plan - The board of directors approved the repurchase of restricted shares due to the departure of 8 incentive recipients who no longer qualify for the incentive program [2][10]. - The performance evaluations of remaining incentive recipients resulted in varying release ratios for their shares, with 3 recipients rated as "Excellent" (B) and 2 as "Competent" (C) [2][11]. Details of the Repurchase - The repurchase price for the restricted shares is set at 7.66 RMB per share, totaling approximately 2,427,377.40 RMB, funded by the company's own resources [11][12]. - The repurchase process has been verified by an accounting firm, and the funds have been returned to the relevant shareholders [11][12]. Changes in Share Capital Structure - Following the repurchase, the company's total share capital decreased from 176,643,770 shares to 176,326,880 shares [1][12]. - The structure of the share capital before and after the repurchase is detailed, showing a reduction in restricted shares and an increase in unrestricted shares [12]. Impact on the Company - The repurchase of restricted shares does not affect the ongoing implementation of the incentive plan and is not expected to have a significant impact on the company's financial performance or management stability [12][13].