格隆汇12月10日丨乾照光电(300102.SZ)公布，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，下同）。 ...

Core Viewpoint - The company Qianzhao Optoelectronics (300102.SZ) announced that its chairman, Li Minhua, plans to reduce his shareholding by up to 145,000 shares, which represents 0.02% of the total share capital [1] Summary by Categories Shareholding Information - Chairman Li Minhua holds 580,000 shares, accounting for 0.06% of the company's total share capital [1] - The planned reduction of shares will occur within three months after a 15 trading day period from the announcement date [1] Reduction Details - The reduction will be executed through centralized bidding and block trading methods [1] - The actual number of shares for calculation excludes repurchased shares, with the total number of shares being 899,136,483 [1]

特别提示： 证券代码：300102 证券简称：乾照光电 公告编号：2025-121 厦门乾照光电股份有限公司 关于董事长减持股份预披露公告 董事长李敏华先生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。 二、相关风险提示 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，下同）。 根据公司董事长李敏华先生出具的《关于股份减持计划的告知函》，现将有 关情况公告如下： 一、本次减持计划的主要内容 1、减持人员名称、持股情况、减持原因、拟减持股份数量及股份来源 | 序 | | 持股数量 | 占总股本 | | 拟减持数量 | 占总股本 比例 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 号 ...

Market Overview - As of December 10, the Shanghai Composite Index closed at 3900.50 points, down by 9.03 points, a decrease of 0.23% [1] - The Shenzhen Component Index closed at 13316.42 points, up by 39.06 points, an increase of 0.29% [1] - The ChiNext Index closed at 3209.00 points, down by 0.60 points, a decrease of 0.02% [1] Trading Activity - A total of 93 A-shares had a turnover rate exceeding 20% on December 10 [1] - Notable stocks with high turnover rates included: - C Baiao (688796) with a turnover rate of 75.80% and a price increase of 146.63% [1] - De Yi Culture (300640) with a turnover rate of 57.78% and a price increase of 9.88% [1] - Longzhou Co. (002682) with a turnover rate of 55.52% and a price increase of 9.96% [1] - C Moore-U (688795) with a turnover rate of 51.93% and a price increase of 16.98% [1] - Shen Nong Agriculture (300189) with a turnover rate of 51.33% and a price increase of 20.07% [1] Individual Stock Performance - C Baiao (688796) closed at 65.80 yuan, showing a significant increase [1] - De Yi Culture (300640) closed at 9.79 yuan, reflecting a positive performance [1] - Longzhou Co. (002682) closed at 10.49 yuan, also showing a positive trend [1] - C Moore-U (688795) closed at 735.00 yuan, indicating strong market interest [1] - Shen Nong Agriculture (300189) closed at 6.88 yuan, demonstrating a solid increase [1]

Core Insights - The AI glasses market is rapidly transitioning from conceptual exploration to productization and ecological competition, with a 9.81% increase in the AI glasses theme index since November 24, 2023, and 10 out of 12 trading days showing gains [1] - Major players including tech giants, automotive companies, and startups are entering the AI glasses sector, leading to a diversification of product forms and increasing acceptance among consumers [1][6] - The industry is expected to see significant investment opportunities as technological advancements drive market demand [1] Product Launches - On December 9, 2023, the AI glasses theme index rose by 0.33%, with notable stock increases from companies like Qian Zhao Guang Dian (up 11.40%) and Pu Ran Co. (up 9.58%) [2] - Google announced collaborations with Samsung, Gentle Monster, and Warby Parker to develop two types of AI glasses, with the first product expected to launch in 2026 [2] - Alibaba's Quark AI glasses S1 topped sales charts shortly after its release, featuring advanced AI capabilities for voice and photo queries [3] - Li Auto launched its first AI glasses, Livis, which weigh only 36 grams and offer 18.8 hours of battery life, focusing on vehicle control and AI interaction [3] Company Involvement - Several listed companies are actively engaged in the R&D and manufacturing of AI glasses components, with Yu Tong Optical planning to supply molded glass for AI glasses and other new consumer markets in 2024 [4] - Crystal Optoelectronics is focusing on AR near-eye displays and other optical components for AR glasses [4] - Longying Precision has been collaborating with Google for over ten years, indicating a strong relationship with major tech players [4] Market Projections - IDC forecasts that by 2026, global smart glasses shipments will exceed 23.687 million units, with China's market expected to surpass 4.915 million units, marking a significant growth phase [5] - Analysts suggest that 2025 could be a pivotal year for AI glasses, with rapid growth anticipated in 2026 as product forms and interaction methods evolve [6] Investment Opportunities - Analysts recommend focusing on two main investment themes: the potential sales boost from new AI glasses releases in 2025-2026 and the anticipated turning point for AR glasses products [6][7] - The entry of major companies into the AI glasses market is expected to accelerate industry development, with smart glasses poised to become a major consumer electronics category [6][7]

从资金流向上来看，当日光学光电子板块主力资金净流出5.72亿元，游资资金净流出206.39万元，散户 资金净流入5.74亿元。光学光电子板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月9日光学光电子板块较上一交易日上涨0.44%，乾照光电领涨。当日上证指数报收 于3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300102 | 乾照光电 | 26.28 | 11.40% | 237.52万 | | 60.18亿 | | 688195 | 腾景科技 | 191.90 | 10.54% | 20.00万 | | 36.44 Z | | 002217 | 合力泰 | 3.78 | 9.88% | 889.10万 | | 32.58亿 | | 301321 ...

Group 1 - The commercial aerospace sector is experiencing a strong resurgence, with Aerospace Electromechanical hitting the daily limit up and achieving five consecutive trading days of gains [1] - Qianzhao Optoelectronics surged over 14%, reaching a historical high, while other companies like Longzhou Co., Taiyong Changzheng, Aerospace Changfeng, and Dahua Intelligent also hit the daily limit up [3] Group 2 - Notable stock performances include: - Shaanxi Huada up 17.76% at 61.60 - Qianzhao Optoelectronics up 14.46% at 27.00 - Zais Technology up 10.09% at 6.33 - Longzhou Co. up 10.03% at 9.54 - Taiyong Changzheng up 10.02% at 19.44 - Aerospace Changfeng up 10.00% at 20.46 - Dahua Intelligent up 9.96% at 7.84 - Leike Defense up 9.00% at 9.69 - Aerospace Power up 7.60% at 33.40 - Xinyin Electronics up 7.14% at 25.50 [4]

Core Viewpoint - Qianzhao Optoelectronics (300102.SZ) plans to purchase raw materials from its affiliate, Zhejiang Kangpeng Semiconductor Co., Ltd., with a total amount not exceeding 45 million yuan by 2026 [1] Group 1: Financial Transactions - As of November 30, 2025, the transaction amount with Zhejiang Kangpeng has reached 23.2252 million yuan [1] - The expected procurement amount represents a significant financial commitment from Qianzhao Optoelectronics to its affiliate [1] Group 2: Ownership and Management - Qianzhao Optoelectronics holds a 17.6951% equity stake in Zhejiang Kangpeng [1] - The financial director of Qianzhao Optoelectronics serves as a director at Zhejiang Kangpeng, indicating a close management relationship [1] Group 3: Financial Performance of Affiliate - Zhejiang Kangpeng reported a net loss of 19.9999 million yuan for the period from January to September 2025 [1]

（文章来源：每日经济新闻） 每经AI快讯，12月9日，卫星导航板块短线拉升，龙洲股份涨停，陕西华达涨超10%，新雷能、超捷股 份、乾照光电、佳缘科技、雷科防务等跟涨。 ...

（文章来源：证券日报） 证券日报网讯 12月8日晚间，乾照光电发布公告称，全资子公司厦门未来显示技术研究院有限公司已于 近日完成工商变更登记，取得厦门市市场监督管理局换发的新《营业执照》，注册资本1，055万元。 ...