12月18日，乾照光电盘中上涨2.02%，截至09:56，报24.75元/股，成交10.60亿元，换手率4.75%，总市 值227.78亿元。 分红方面，乾照光电A股上市后累计派现4.08亿元。近三年，累计派现4136.03万元。 资金流向方面，主力资金净流出4203.14万元，特大单买入1.45亿元，占比13.71%，卖出1.86亿元，占比 17.53%；大单买入3.04亿元，占比28.64%，卖出3.05亿元，占比28.79%。 机构持仓方面，截止2025年9月30日，乾照光电十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1586.76万股，为新进股东。南方中证1000ETF（512100）退出十大流通股东之列。 乾照光电今年以来股价涨139.94%，近5个交易日跌2.94%，近20日涨76.53%，近60日涨93.06%。 责任编辑：小浪快报 今年以来乾照光电已经3次登上龙虎榜，最近一次登上龙虎榜为12月1日。 资料显示，厦门乾照光电股份有限公司位于福建省厦门火炬高新区(翔安)产业区翔天路259-269号，成立 日期2006年2月21日，上市日期2010年8月12日，公司主营业务涉及半导 ...

Core Viewpoint - The article discusses the ongoing AI bubble concerns and the impact of various negative news on the AI technology sector, while emphasizing that the fundamental logic and trends of the global AI industry remain unchanged in the long term [2][5]. Group 1: Investment Opportunities in Key Technology Directions - Commercial Space: The "strong nation in space" goal in the 14th Five-Year Plan, along with policies, demand, and technology, creates a robust investment opportunity in commercial space [2][3]. - Demand for low-orbit satellite resources is urgent, with China's GW and Qianfan constellations planning over 10,000 satellites, of which less than 1% are currently in orbit [3]. - The successful launch of the Zhuque-3 and the upcoming Long March 12 rocket are expected to significantly reduce launch costs, which is crucial for satellite networking [3]. Group 2: Specific Technology Areas - Autonomous Driving: The recent approval of L3 autonomous vehicle licenses marks a critical transition from testing to commercialization, with a projected market size of 270 billion for Robotaxi by 2030 [5]. - Nuclear Fusion: While still in the experimental phase, nuclear fusion is recognized as a future key industry, with significant investment opportunities tied to technological breakthroughs [6]. - Artificial Intelligence: The focus has shifted from speculative investments to practical applications, with the 14th Five-Year Plan promoting AI integration across various industries [6][7]. Group 3: Market Dynamics and Trends - The commercial space sector has shown resilience despite recent launch delays, indicating strong market recognition and investment potential [9][11]. - The core logic of commercial space revolves around the urgent need for satellite networking and decreasing costs, with various companies positioned to benefit from this trend [11]. - The article highlights the importance of selecting the right sectors and companies for sustained investment, particularly in the context of the 14th Five-Year Plan's long-term technological focus [15].

厦门乾照光电股份有限公司 简式权益变动报告书 上市公司名称： 厦门乾照光电股份有限公司 信息披露义务人 1:深圳和君正德资产管理有限公司 住所：深圳市前海深港合作区前湾一路 1 号 A 栋 201 室（入驻深圳市前 海商务秘书有限公司） 通讯地址：深圳市宝安区沙井街道中心路 108 号锐钧大厦 5P 信息披露义务人 2:福建卓丰投资合伙企业（有限合伙） 住所：平潭综合实验区金井湾商务营运中心 6 号楼 5 层 511 室-3348（集 群注册） 通讯地址：福建省福州市仓山区南江滨西大道 96 号三盛滨江国际 1#25F 信息披露义务人 3:三盛资本管理（平潭）有限公司 住所：福建省平潭县北厝镇如意路 66 号三盛国际海岸（一期）A 区 13# 楼 109 商业服务网点 厦门乾照光电股份有限公司简式权益变动报告书 信息披露义务人声明 通讯地址：福建省福州市仓山区南江滨西大道 96 号三盛滨江国际 1#25F 权益变动性质：持股数量不变，表决权委托协议、一致行动协议到期引 起的权益变动 签署日期：二〇二五年十二月 1 / 19 股票上市地点： 深圳证券交易所 股票简称： 乾照光电 股票代码： 300102 一、信 ...

证券代码：300102 证券简称：乾照光电 公告编号：2025-123 二、本次变动前后持股及表决权情况 本次变动前后，信息披露义务人对乾照光电的持股及表决权情况如下： 厦门乾照光电股份有限公司 关于持股 5%以上股东及其一致行动人表决权委托协议、一致行动协 议到期暨权益变动的提示性公告 信息披露义务人深圳和君正德资产管理有限公司—正德远盛产业创新结构 化私募基金、深圳和君正德资产管理有限公司—正德鑫盛一号投资私募基金、福 建卓丰投资合伙企业（有限合伙）及三盛资本管理（平潭）有限公司保证向本公 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。 厦门乾照光电股份有限公司（以下简称"乾照光电"或"公司"）合计持股 5%以上股东深圳和君正德资产管理有限公司—正德远盛产业创新结构化私募基 金（以下简称"正德远盛"）、深圳和君正德资产管理有限公司—正德鑫盛一号 投资私募基金（以下简称"正德鑫盛"）及福建卓丰投资合伙企业（有限合伙） （以下简称"福建卓丰"）与三盛资本管理（平潭）有限公司（以下简称"三盛 资本"）原签署的《表决权委托 ...

证券代码：300102 证券简称：乾照光电 公告编码：2025-122 厦门乾照光电股份有限公司 公司住所：厦门火炬高新区（翔安）产业区翔天路 269 号 5 楼 法定代表人：火东明 注册资本：10,000 万人民币 成立日期：2012 年 11 月 20 日 营业期限：2012 年 11 月 20 日至 2052 年 11 月 19 日 关于全资子公司完成工商变更登记的公告 本公司及董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。 厦门乾照光电股份有限公司全资子公司厦门乾照光电科技有限公司于近日 完成了工商变更登记手续，并取得了厦门市市场监督管理局下发的新《营业执照》， 变更后相关信息如下： 公司名称：厦门乾照光电科技有限公司 统一社会信用代码：91350200051194351M 公司类型：有限责任公司（自然人投资或控股的法人独资） 经营范围：批发、零售发光二极管（LED）及 LED 显示、照明及其他应用 产品；光电、光伏产品的技术咨询及服务；合同能源管理；经营各类商品和技术 的进出口（不另附进出口商品目录），但国家限定公司经营或禁止进出口的商品 及技术除外。 特此 ...

开源证券指出，近期商业航天司的设立及商业航天发展三年规划的出台，充分彰显顶层对商业航天发展 的重视。同时，我国商业航天已初步形成覆盖上游制造、中游发射与运营、下游应用服务的全链条生 态，高度看好商业航天的投资机遇。 格隆汇12月12日｜A股市场商业航天股再度集体爆发，其中，天力复合30CM涨停，超捷股份20CM涨 停，创远信科涨超18%，国瓷材料涨超15%，航天环宇涨近15%，西测测试、天宜新材（维权）涨超 10%，华菱线缆、航天长峰、顺灏股份、中超控股10CM涨停，天润科技、飞沃科技、乾照光电涨超 8%，派克新材、天银机电涨超7%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 1 | 30.00 | 66.29亿 | 194.75 | | 301005 | 超捷股份 | 1 | 20.00 | 130亿 | 231.35 | | 920961 | 创远信科 | 1 | 18.56 | 46.91 乙 | 122.08 | | 300285 | 国瓷材料 | 1 | ...

| 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | | | | | (元) | (万股/万份) | (万元) | | | | | 2025-12-11 | 300102 | 乾照光电 | 20.74 | 30.18 | | 625.93 中信建投证券股份 | 粤开证券股份有限 | | | | | | | | | * | A = 82 11 23 ch = 16 | | 12月11日，乾照光电大宗交易成交30.18万股，成交额625.93万元，占当日总成交额的0.16%，成交价 20.74元，较市场收盘价25.5元折价18.67%。 ...

Group 1 - Dingyang Technology has launched the SPB3000X series source load simulator, which includes three models: SPB3100X, SPB3200X, and SPB3300X, featuring high precision, low ripple noise, and fast transient response [1] - Ningbo Huaxiang plans to acquire 40% of Fengmei Power's equity from SAIC Volkswagen, with the total acquisition involving 100% equity [2] - ST Jiaotou will implement a capital reserve conversion to increase share capital, with a total of 267 million shares to be converted [3] Group 2 - Century Huatong's subsidiary Guosheng Capital holds 19.5887 million shares of Moer Thread, accounting for 4.8968% of the total share capital before the IPO [4] - Meidike intends to introduce strategic investors to its subsidiary, with an investment of 200 million yuan at a pre-investment valuation of 2.18 billion yuan [5] - Baiyun Airport reported a 12.58% year-on-year increase in passenger throughput in November, totaling 7.3228 million passengers [6] Group 3 - Shengda Resources' subsidiary Honglin Mining has received approval for a three-month extension for trial production [7] - ST Yigou's subsidiary Suning International is expected to increase net profit by approximately 992 million yuan from the sale of eight subsidiaries [8][9] - Huayi Brothers reported overdue debts totaling 52.5 million yuan, exceeding 10% of its audited net assets for 2024 [10] Group 4 - Wanshun New Materials plans to acquire 100% of Eurofoil Luxembourg for 12.3889 million euros, enhancing its aluminum foil production capabilities [11] - Wuhan Tianyuan's subsidiary plans to invest approximately 600 million yuan in two energy storage projects [12] - Maike Biological's subsidiary has received a product registration certificate for a new automatic cell morphology analyzer [13] Group 5 - CATL intends to register for the issuance of bonds not exceeding 10 billion yuan, primarily for project construction and working capital [14] - Yuntianhua plans to acquire 100% of Tianyao Chemical for 36.8858 million yuan, enhancing its fine phosphorus chemical product line [15] - Fucheng Technology's controlling shareholder has reduced its stake by 1.0429 million shares [16] Group 6 - Zhili Fang plans to reduce its stake by up to 1.2% of the company's total shares [17][18] - Qianzhao Optoelectronics' chairman intends to reduce his stake by up to 0.02% [19] - Sanmu Group's subsidiary plans to sell 75 office properties for 24.1068 million yuan [20] Group 7 - Zhuangyuan Pasture's director plans to reduce his stake by up to 3% of the company's total shares [21] - Chongqing Pharmaceutical's subsidiary has signed a licensing agreement with Pfizer, potentially earning up to 50 million USD in milestone payments [22] - Yongqing Environmental Protection's shareholder plans to reduce its stake by up to 1% [23] Group 8 - Lens Technology plans to acquire 100% of PMG International Co., Ltd., enhancing its capabilities in server cabinet business [24] - Xinbang Pharmaceutical is facing prosecution for alleged unit bribery, but its control remains unchanged [25] - Meian Health's shareholders plan to reduce their stake by up to 3% of the company's total shares [26] Group 9 - Central Plaza's subsidiary has decided to suspend operations due to ongoing operational difficulties [27] - Dawn Co. plans to acquire 80% of Ningbo Aisikai for 516 million yuan, including the transfer of related patents and technologies [28] - Kweichow Moutai will distribute over 30 billion yuan in cash dividends based on its 2025 mid-term profit distribution plan [29] Group 10 - Baiyun Airport has received approval from the CSRC for a stock issuance to specific targets [29] - Zai Sheng Technology reported that revenue from aerospace-related products will account for less than 0.5% of its total revenue in 2024 [30]

证券日报网讯 12月10日晚间，海信视像发布公告称，2025年12月10日，公司召开第十届董事会第十九 次会议，审议通过了《关于公司2026年度担保额度预计的议案》。为满足子公司经营发展需要及融资需 求，2026年度，公司控股子公司乾照光电拟为其全资子公司乾照科技、扬州乾照、江西乾照、江西乾照 半导体、厦门乾照半导体提供不超过18亿元人民币（含本数）的担保，额度内可循环使用。上述担保额 度的有效期为2026年1月1日至2026年12月31日。本次担保形式均为连带责任保证担保，均没有反担保， 系公司控股子公司为其全资子公司提供担保。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月10日晚间，乾照光电发布公告称，公司董事长李敏华先生持有公司股份580，000股 （占公司总股本的0.06%），计划自本公告披露之日起15个交易日后的3个月内，以集中竞价及大宗交 易方式合计减持公司股份不超过145，000股，占公司总股本的0.02%（以剔除回购股份后的实际股份数 量（899，136，483股）为计算依据）。 ...