证券日报网讯 1月12日，乾照光电发布公告称，公司于2025年1月13日召开了第六届董事会第五次会议 和第六届监事会第五次会议，审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议案》，同 意公司使用人民币40，000万元闲置募集资金暂时补充流动资金，使用期限自董事会审议通过之日起不 超过12个月。公司在规定期限内实际使用了26，000万元，截至2026年1月12日，公司已将用于暂时补充 流动资金的募集资金26，000万元归还至公司募集资金专用账户，使用期限自公司董事会审议通过之日 起未超过12个月。 （编辑 任世碧） ...

Core Viewpoint - The company, GZGD (300102.SZ), announced that its latest rolling price-to-earnings (P/E) ratio and price-to-book (P/B) ratio are significantly higher than the average level, indicating a serious deviation from its fundamentals [1] Group 1 - The company's fundamentals have not undergone significant changes [1] - There is a presence of overheated market sentiment and irrational speculation surrounding the company's stock [1] - The company warns of the risk of a substantial short-term decline in its stock price [1]

Core Viewpoint - Qianzhao Optoelectronics announced a significant price fluctuation, with a cumulative increase of 42.31% over two consecutive trading days on January 8 and January 9, 2026, which is classified as an abnormal trading situation according to Shenzhen Stock Exchange regulations [2] Summary by Category - **Company Announcement** - Qianzhao Optoelectronics reported a cumulative price increase of 42.31% over two trading days [2] - **Market Regulation** - The price fluctuation exceeds the 30% threshold set by Shenzhen Stock Exchange for abnormal trading activities [2]

厦门乾照光电股份有限公司（以下简称"公司"） 于 2025 年 1 月 13 日召 开了第六届董事会第五次会议和第六届监事会第五次会议，审议通过了《关于使 用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用人民币 40,000 万 元闲置募集资金暂时补充流动资金，使用期限自董事会审议通过之日起不超过 12 个 月 。 具 体 内 容 详 见 公 司 2025 年 1 月 13 日 刊 载 于 巨 潮 资 讯 网 （www.cninfo.com.cn）的《关于使用部分闲置募集资金暂时补充流动资金的公告》 （公告编号：2025-005）。 证券代码：300102 证券简称：乾照光电 公告编号：2026-004 厦门乾照光电股份有限公司 关于归还暂时补充流动资金的闲置募集资金的公告 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。 公司在规定期限内实际使用了 26,000 万元， 截至 2026 年 1 月 12 日，公司 已将用于暂时补充流动资金的募集资金 26,000 万元归还至公司募集资金专用账 户，使用期限自公司董事会审议通过之日起未超过 12 个月，并 ...

【换手率高】 -今日A股共有50只个股换手率超过30%； 【振幅大】 -今日A股共有33只个股振幅超过20%； -C陕旅、天力复合、天润科技等个股振幅居前； -C陕旅、创新医疗、御银股份等个股换手率居前； 【主力资金】 -主力资金今日净流入计算机、传媒、非银金融等板块，净流出电力设备、电子、基础化工等板块； -东方财富、领益智造、岩山科技、山子高科、海格通信资金净流入规模居前，分别净流入18.10亿元、 16.47亿元、14.10亿元、14.03亿元、11.41亿元； -阳光电源、金风科技、新易盛、乾照光电、胜宏科技资金净流出规模居前，分别净流出20.81亿元、 19.58亿元、18.40亿元、13.91亿元、13.43亿元。 ...

Market Overview - The Shanghai Composite Index rose by 1.09% on January 12, with 28 out of the 31 sectors experiencing gains, led by the media and computer sectors, which increased by 7.80% and 7.26% respectively [1] - The electronic sector saw a modest increase of 1.46% [1] - The sectors that faced declines included oil and petrochemicals, coal, and real estate, with decreases of 1.00%, 0.47%, and 0.29% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets was 27.468 billion yuan, with 11 sectors experiencing net inflows [1] - The computer sector had the highest net inflow of capital, amounting to 15.774 billion yuan, coinciding with its 7.26% increase [1] - The media sector followed with a net inflow of 5.391 billion yuan and a daily increase of 7.80% [1] - The power equipment sector experienced the largest net outflow, totaling 14.093 billion yuan, followed by the electronic sector with a net outflow of 11.193 billion yuan [1] Electronic Sector Performance - Within the electronic sector, 345 out of 476 stocks rose, with 6 hitting the daily limit up [2] - The leading stock in terms of net capital inflow was Lingyi Technology, which saw an inflow of 1.696 billion yuan, followed by Zhaoyi Innovation and Changchuan Technology with inflows of 668 million yuan and 322 million yuan respectively [2] - Conversely, the stocks with the highest net outflows included Industrial Fulian, Qianzhao Optoelectronics, and Shenghong Technology, with outflows of 1.429 billion yuan, 1.373 billion yuan, and 1.303 billion yuan respectively [3] Electronic Sector Capital Inflow and Outflow - The top gainers in the electronic sector included Lingyi Technology (10.02%), Zhaoyi Innovation (4.71%), and Changchuan Technology (4.09%) [2] - The stocks with the highest capital outflows were Industrial Fulian (-0.89%), Qianzhao Optoelectronics (3.90%), and Shenghong Technology (-3.32%) [3]

银河证券研报指出，海信视像是乾照光电第一大股东。公司此前投入16.05亿元于2023年1月完成对乾照 光电的控股，截至目前持股比例达26.19%，并将其纳入合并范围。乾照光电作为海信视像在上游领域 的战略布局，间接为海信视像供应背光芯片产品；并在新型显示领域实现深度产业协同，成功实现 RGB-Mini LED背光与Micro LED芯片技术的产业化突破；海信光模块业务与乾照光电的VCSEL技术形 成潜在协同。看好全球商业航天的快速发展，尤其是中国市场的潜力。预计2026年中国卫星发射量将快 速增长，进一步带动对砷化镓太阳能电池的需求，乾照光电有望核心受益。子公司乾照光电在商业航天 领域表现亮眼，海信视像目前是商业航天估值最低的公司。维持"推荐"评级。 ...

智通财经APP讯，乾照光电(300102.SZ)公告称，公司最新滚动市盈率、最新市净率显著高于平均水平， 已严重偏离基本面。当前公司基本面未发生重大变化，存在市场情绪过热及非理性炒作的情形，存在短 期大幅下跌的风险。 ...

证券代码：300102 证券简称：乾照光电 公告编号：2026-003 二、公司关注并核实情况说明 针对公司股票异常波动情况，公司董事会对有关事项进行了核实，现就相关 情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处。 （二）公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生 较大影响的未公开重大信息。 （三）公司目前的经营情况及内外部经营环境未发生重大变化。 厦门乾照光电股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动的情况 厦门乾照光电股份有限公司（以下简称"公司"）于 2026 年 1 月 8 日、2026 年 1 月 9 日连续两个交易日收盘价格涨幅累计偏离 42.31%，根据深圳证券交易 所的有关规定，属于涨幅偏离值累计超过 30%的股票交易异常波动的情况。 （四）公司、控股股东不存在关于公司的应披露而未披露的重大事项，或处 于筹划阶段的重大事项。 （五）公司控股股东及其一致行动人在公司股票异常波动期间不存在买卖公 司股票的行为。 本公司董事会确认，本公司目前没有 ...

Core Viewpoint - The satellite internet sector in the A-share market has emerged as a leading star, experiencing significant price increases and attracting substantial market attention at the beginning of 2026, driven by favorable policies and heightened market activity [2][4]. Market Performance - The A-share market has shown a strong upward trend, with the Shanghai Composite Index surpassing 4100 points by January 9, 2026, following a robust start to the year [3][4]. - The satellite internet concept has been a major contributor to this growth, with multiple stocks within the sector achieving significant gains, including several reaching their daily limit up [3][4]. Stock Price Increases - From January 5 to January 9, 2026, four companies in the satellite internet sector saw their stock prices rise by over 40%, specifically, Zhenlei Technology (48.18%), Leike Defense (45.82%), Tongyu Communication (42.34%), and Aerospace Hanyu (42.28%) [5]. - Other notable stocks, including China Satellite Communications, Qianzhao Optoelectronics, Aerospace Electronics, and Zhenyou Technology, also experienced substantial increases, all exceeding 30% [5]. Fundamental Performance - Despite the sharp rise in stock prices, some companies in the sector have reported relatively flat or declining revenue figures. For instance, Zhenlei Technology's revenue increased from 234 million yuan in 2022 to 302 million yuan in 2025, showing slow growth [6]. - Conversely, Leike Defense's revenue has been on a downward trend, dropping from 1.364 billion yuan in 2022 to 933 million yuan in 2025 [6]. - Tongyu Communication also experienced a decline in revenue, from 1.407 billion yuan in 2022 to 815 million yuan in 2025 [6]. Policy Support - The rise of the satellite internet sector is attributed to strong policy support, particularly the National Space Administration's action plan aimed at promoting high-quality development in commercial aerospace by 2027 [4][6]. - This policy environment has fostered optimism about the sector's growth potential, leading to increased investment in related stocks [4]. Market Risks - Several companies have issued announcements regarding abnormal stock price fluctuations, warning investors of potential risks associated with the rapid price increases [7][8]. - For example, Tongyu Communication reported a cumulative stock price increase of 191.65% since November 27, 2025, significantly outpacing the industry average [8]. - Aerospace Hanyu also noted a 200.81% increase in stock price since November 21, 2025, prompting them to clarify that their business fundamentals remain stable despite the price surge [8].