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）。 ...

Company News - Xinfeng Pharmaceutical is facing prosecution for alleged unit bribery, which may negatively impact its brand reputation and business development [2] - Muxi Co. reported that online investors abandoned the subscription of 20,349 shares, with a total value of approximately 2.13 million yuan [3] - Yonghui Supermarket is undergoing orderly store adjustments, with normal business operations [4] - Central Plaza has authorized management to implement a plan to suspend operations at its Xuzhou store due to ongoing operational difficulties [5] - Dongbai Group's largest shareholder reduced its stake by 2.98% on December 9 [6] - Lens Technology plans to acquire 100% of PMG International to enhance its capabilities in AI computing infrastructure [6] - CATL intends to register and issue bonds not exceeding 10 billion yuan for project construction and working capital [7] - Kweichow Moutai announced a mid-term dividend of 30 billion yuan for 2025, with the record date on December 18 [8] - Wuliangye approved a mid-term dividend of 10.007 billion yuan for 2025, with the record date on December 17 [9] - Century Huatong's subsidiary holds 1,958,870 shares of Moer Thread, which may significantly impact its Q4 net profit [10] - Huayi Brothers reported a debt default of 52.5 million yuan and plans to gradually exit and dispose of some assets [11] - Western Materials' second-largest shareholder reduced its stake by 7.13 million shares from March 5 to December 9 [12] - Guomin Technology plans to change its domestic accounting firm due to regulatory investigations involving its previous auditor [13] Investment & Contracts - China Shipbuilding Special Gas announced an investment of 870 million yuan to build a project for producing high-purity hydrogen sulfide and other electronic gases [14] - Daon Co. plans to acquire 80% of Ningbo Aisikai Synthetic Rubber Co. for 516 million yuan, enhancing its production capabilities [15] - Huasheng Co. intends to purchase 97.4% of AIDC's Yixin Technology for approximately 666 million yuan [16] - Wuhan Tianyuan's subsidiary signed an investment agreement for a total of about 600 million yuan in energy storage projects [17] Shareholding Changes & Buybacks - Qianzhao Optoelectronics' chairman plans to reduce his stake by up to 145,000 shares due to personal financial needs [18] - Zhuangyuan Ranch's major shareholder intends to reduce his stake by up to 3% [19] - Zhili Fang plans to reduce its stake by up to 1.20% [20] - Yingsite's major shareholder plans to reduce its stake by up to 2.22% [21] Operations & Performance - Hefei China reported a consolidated revenue of 628 million yuan for the first 11 months, a decrease of 26.02% year-on-year [22] Contracts & Project Wins - Jicheng Electronics won contracts totaling approximately 215 million yuan from the State Grid [23] Stock Price Fluctuations - Fuzheng Technology's stock experienced abnormal fluctuations, with its controlling shareholder reducing holdings by 1.0429 million shares [24] Other - Kaisheng New Materials has postponed the implementation of its lithium battery project due to market uncertainties [25]

人民财讯12月10日电，乾照光电(300102)12月10日公告，公司董事长李敏华拟以集中竞价及大宗交易方 式合计减持公司股份不超过14.5万股(占公司总股本的0.02%)。 转自：证券时报 ...

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）。 ...

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）。 ...

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 ...