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。 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。 责任编辑：小浪快报 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体光电产品的研发、生产和销售 业务。主营业务收入构成为：其他50.31%，外延片及芯片49.69%。 乾照光电所属申万行业为：电子-光学光电子-LED。所属概念板块包括：光伏玻璃、太阳能、中盘、 MLED、增持回购等。 截至10月31日，乾照光电股东户数5.62万，较上期增加4.85%；人均流通股16298股，较上期减少 4.63%。2025年1月-9月，乾照光电实现营业收入27.50亿元，同比增长46.36%；归母净利润8794.97万 元，同比增长80.17%。 11月12日，乾照光电盘中下跌2.41%，截至09:46，报1 ...

每经AI快讯，乾照光电（SZ 300102，收盘价：14.55元）11月11日晚间发布公告称，公司于2025年10月 10日披露了《关于高级管理人员减持股份预披露公告》（公告编号：2025-098），公司高级管理人员刘 兆先生拟自减持计划公告之日起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 份不超过约36.53万股，占公司总股本的0.04%。公司高级管理人员刘文辉先生拟自减持计划公告之日起 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约33.5万股，占公司总 股本的0.04%。 截至本公告披露日，公司已收到刘兆先生、刘文辉先生分别出具的《关于股份减持计划实施完成的告知 函》，根据上述告知函，刘兆先生、刘文辉先生的股份减持计划均已按计划全部实施完成，刘兆、刘文 辉共减持公司股份约70万股，减持股份占公司总股份为0.08%。 截至发稿，乾照光电市值为134亿元。 每经头条（nbdtoutiao）——谁在替王家卫写《繁花》？揭秘影视剧本层层转包"枪手链" （记者 王晓波） ...

厦门乾照光电股份有限公司 证券代码：300102 证券简称：乾照光电 公告编码：2025-108 关于公司高级管理人员股份减持计划完成的公告 姓名 减持方式 减持期间 减持均价 （元/股） 减持股数 （股） 减持比例 （%） 刘兆 集中竞价 2025 年 11 月 10 日-11 日 14.39 365,325 0.04 刘文辉 14.37 335,000 0.04 合计 700,325 0.08 一、减持人员减持股份情况 | 姓名 | 股份性质 | | 本次减持前持股情况 | 本次减持后持股情况 | | | --- | --- | --- | --- | --- | --- | | | | 股份数量 | 占总股本比例 | 股份数量 | 占总股本比例 | | | | （股） | （%） | （股） | （%） | | 刘兆 | 合计持有股份 | 1,461,300 | 0.16 | 1,095,975 | 0.12 | | | 其中：无限售条 件股份 | 365,325 | 0.04 | 0 | 0.00 | | | 有限售条件股份 | 1,095,975 | 0.12 | 1,095,975 | 0.12 ...

Market Overview - The Shanghai Composite Index fell by 0.25% on November 7, with 14 industries rising, led by basic chemicals and comprehensive sectors, which increased by 2.39% and 1.45% respectively [1] - The computer and electronics sectors experienced the largest declines, with drops of 1.83% and 1.34% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 40.396 billion yuan, with six industries seeing net inflows [1] - The basic chemicals industry had the highest net inflow of 5.943 billion yuan, followed by the power equipment sector with a net inflow of 4.253 billion yuan [1] Electronics Industry Performance - The electronics sector saw a decline of 1.34%, with a net capital outflow of 10.212 billion yuan [2] - Out of 470 stocks in the electronics sector, 116 rose while 344 fell, with two stocks hitting the daily limit up [2] - Notable inflows included Qianzhao Optoelectronics with a net inflow of 429 million yuan, followed by Xingsen Technology and Jingquanhua with inflows of 346 million yuan and 295 million yuan respectively [2] Top Gainers in Electronics - Qianzhao Optoelectronics: +20.03%, 13.46% turnover, 429.28 million yuan inflow [2] - Xingsen Technology: +2.73%, 9.07% turnover, 345.71 million yuan inflow [2] - Jingquanhua: +5.89%, 36.69% turnover, 295.15 million yuan inflow [2] Top Losers in Electronics - Industrial Fulian: -4.62%, 0.80% turnover, -2.03372 billion yuan outflow [4] - Shenghong Technology: -1.32%, 3.35% turnover, -786.57 million yuan outflow [4] - Zhaoyi Innovation: -2.75%, 4.18% turnover, -585.36 million yuan outflow [4]

Core Insights - The stock of Qianzhao Optoelectronics reached its daily limit, with a trading volume of 1.693 billion yuan and a turnover rate of 13.46% [2] - Institutional investors net sold 23.296 million yuan, while the Shenzhen Stock Connect saw a net sell of 5.0672 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a 20% increase in its closing price [2] Trading Activity - The top five trading departments accounted for a total transaction of 388 million yuan, with a net buying amount of 89.353 million yuan [2] - The main buying departments included Guotai Junan Securities and the Shenzhen Stock Connect, which had significant buy and sell activities [2] - The stock experienced a net inflow of 429 million yuan from main funds, with large orders contributing 484 million yuan to the inflow [2] Institutional Participation - One institutional special seat was involved in the trading, net selling 23.296 million yuan [2] - The Shenzhen Stock Connect was the third-largest buying department and the largest selling department, with a net sell of 5.0672 million yuan [2] - The trading data indicates a mixed sentiment among institutional investors, with some departments actively buying while others were selling [2]

Market Overview - The optical and optoelectronic sector experienced a slight increase of 0.0% on November 7, with Qianzhao Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Stock Performance - Qianzhao Optoelectronics (300102) saw a significant rise of 20.03%, closing at 14.56 with a trading volume of 1.2335 million shares and a transaction value of 1.693 billion [1] - Tianlu Technology (301045) increased by 9.53%, closing at 30.91 with a trading volume of 108,600 shares and a transaction value of 339 million [1] - Hehui Optoelectronics (688538) rose by 5.26%, closing at 2.80 with a trading volume of 2.0661 million shares and a transaction value of 580 million [1] - Other notable performers include Huichuangda (300909) with a 4.35% increase and Jingcan Optoelectronics (300708) with a 3.54% increase [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 121 million from institutional investors, while retail investors contributed a net inflow of 191 million [2] - The main stocks with significant capital flow include Qianzhao Optoelectronics, which had a net inflow of 432 million from institutional investors but a net outflow of 227 million from speculative funds [3] - Other stocks like BOE Technology Group (000725) and Sanan Optoelectronics (600703) also experienced mixed capital flows, with institutional inflows but outflows from retail and speculative investors [3]

Market Overview - On November 7, A-shares experienced a slight decline, with the Shanghai Composite Index down 0.25% to 3997 points, the Shenzhen Component Index down 0.36%, and the ChiNext Index down 0.51% [1] - The total market turnover was 2.02 trillion yuan, a decrease of 557 billion yuan compared to the previous trading day, with over 3100 stocks declining [1] Sector Performance - The organic silicon sector saw significant gains, with companies like Dongyue Silicon Material and Hesheng Silicon Industry hitting the daily limit [3][5] - The fluorochemical sector also surged, with stocks such as Yongtai Technology and Duofluorite reaching the daily limit [3][5] - The lithium mining sector strengthened, with Shengxin Lithium Energy hitting the daily limit [3] - Conversely, the robotics actuator and reducer sectors declined, with Top Group leading the losses [3] Key Stocks - Notable gainers included: - Dongyue Silicon Material: +20.04% [6] - Huasheng Lithium Battery: +19.16% [6] - Fuxiang Pharmaceutical: +14.01% [6] - The fluorochemical sector saw stocks like Qichuan Chemical and Yongtai Technology also reaching the daily limit [8] Price Trends - The price of lithium hexafluorophosphate continued to rise, nearing 120,000 yuan per ton, driven by supply-demand imbalances [7] - The report from Longzhong Information indicated that the market price for lithium hexafluorophosphate fluctuated between 113,800 and 119,800 yuan per ton [7] Industry Insights - The organic silicon industry is undergoing consolidation, with leading polysilicon companies planning to form a consortium to eliminate excess capacity and settle industry debts [5] - The implementation of new energy consumption standards is expected to increase industry concentration by phasing out non-compliant production capacities [5] Future Outlook - According to Shenwan Hongyuan, the spring of 2026 may mark a phase peak, but it is unlikely to be the peak for the entire year [19] - The report suggests that as supply clears, the effective return of "policy bottom, market bottom, and economic bottom" will likely occur, potentially signaling the start of a new market cycle [19]

Core Viewpoint - The company is actively pursuing a second growth curve by focusing on emerging fields such as gallium arsenide solar cells, VCSEL, and optical communication [1] Group 1: Company Strategy - The company is expanding its business into the commercial aerospace sector, extending from epitaxial wafers to chips, thereby forming a vertical industry chain [1] - This strategic move is aimed at further enhancing the company's value [1]

Core Viewpoint - As of October 31, 2025, the number of shareholders for Qianzhao Optoelectronics is expected to be approximately 56,200 [1] Company Summary - Qianzhao Optoelectronics (300102) responded to investor inquiries on November 6, indicating a projected shareholder count of about 56,200 by the end of October 2025 [1]

Core Viewpoint - The company is focusing on emerging fields such as gallium arsenide solar cells, VCSEL, and optical communication, which form its second growth curve [1] Group 1: Business Strategy - The company has extended its business in the commercial aerospace sector from epitaxial wafers to chips, creating a vertical industry chain that strengthens its competitive advantage [1] - The collaboration with the controlling shareholder, Hisense Broadband, is accelerating chip research and development in the VCSEL and optical communication sectors [1] Group 2: Product Development - The company has samples of its 10G/25G products for optical communication currently undergoing customer validation [1] - The 50G/100G products have entered the tape-out stage, indicating progress in product development [1]