每经头条（nbdtoutiao）——5万亿ETF的370名基金经理薪酬大揭秘！他们的日常工作，就是跟着指数 买股票吗？ （记者 曾健辉） 每经AI快讯，亚光科技（SZ 300123，收盘价：5.93元）9月19日晚间发布公告称，目前公司对子公司已 提供担保额度为11.78亿元，占公司最近一期经审计净资产的75.19%，担保余额为9.46亿元，占公司最 近一期经审计净资产的60.37%，公司不存在对合并报表外单位提供担保的情形，不存在逾期担保、涉 及诉讼的担保以及因担保被判决败诉而应承担损失等情况。 截至发稿，亚光科技市值为61亿元。 ...

证券代码：300123 证券简称：亚光科技 公告编号：2025-055 亚光科技集团股份有限公司 一、被担保人基本情况 | 元 | | --- | | 情 | | 基本 | | . | | 1、基本情况 | | | --- | --- | | 公司名称 | 亚光科技集团股份有限公司 | | 住所 | 湖南省沅江市游艇工业园 | | 法定代表人 | 李跃先 | | 公司类型 | 股份有限公司(上市、自然人投资或控股) | | 成立日期 | 2003-06-03 | | 注册资本 | 102183.4123 万元人民币 | | 统一社会信用代码 | 91430900750606108C | | | 许可项目：船舶制造；船舶改装；船舶拆除；船舶设计；船舶修理；航天设备 | | | 制造；民用航空器零部件设计和生产；建筑智能化系统设计；建设工程设计； | | | 特种设备制造；特种设备设计；特种设备安装改造修理。（依法须经批准的项目， | | | 经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许 | | | 可证件为准）一般项目：船舶销售；船用配套设备制造；合成材料销售；高性 | | | 能纤维及 ...

证券代码：300123 证券简称：亚光科技 亚光科技集团股份有限公司投资者关系活动记录表 编号：2025-010 | 投资者关 | □特定对象调研 □分析师会议 | | --- | --- | | 系活动类 | □媒体采访 ■业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 □其他(请文字说明其他活动内容) | | 参与单位 | | | 名称及人 | 投资者网上提问 | | 员姓名 | | | 时间 | 2025 年 9 月 19 日 (周五) 下午 14:30-17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用网络远程 | | | 的方式召开业绩说明会 | | 上市公司 | 饶冰笑 亚光科技副总经理、董事会秘书兼财务总监 | | 接待人员 | 刘梦瑶 亚光科技证券事务代表 | | 姓名 | | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、处置这么多不良资产，2025年有望扭亏为盈吗？ | | | 尊敬的投资者您好，2025年度业绩情况请您关注后续定期报告，谢谢。 | | | 2、公司连年亏损 ...

Investment Rating - The report maintains an "Outperform" rating for the military industry [1] Core Views - The military industry is experiencing a revenue rebound, with significant increases in inventory and contract liabilities. In the first half of 2025, 141 listed companies in the military sector achieved a total revenue of 254.549 billion yuan, a year-on-year increase of 9.3%. However, the net profit attributable to shareholders decreased by 1.1% to 15.526 billion yuan [7][11][13] - The overall inventory of these companies reached 310.839 billion yuan, up 19.8%, while contract liabilities totaled 152.030 billion yuan, increasing by 14.9% [11][13] - The report suggests focusing on specific sub-sectors for investment opportunities, including the aircraft and aero-engine supply chain, missile and unmanned combat equipment, and military trade-related enterprises [17] Summary by Sections Industry Overview - The military industry is showing signs of recovery, with a notable increase in revenue and contract liabilities. The overall gross margin for the industry is 18.7%, which is a slight increase from the previous year [13][16] - The report indicates a shift in industry dynamics, with upstream electronic components benefiting first, followed by downstream core components and equipment [16] Market Performance - In the first two weeks of September 2025, the military sector indices experienced significant adjustments, with the defense and military industry index dropping by 7.90%, underperforming compared to the broader market [18][24] - The report highlights that the military sector's performance was negatively impacted after the "September 3" military parade, leading to a sell-off in military stocks [18][20] Company Dynamics - Notable companies in the sector include: - **博实股份**: Signed a major contract worth approximately 235.1132 million yuan [43] - **埃斯顿**: Became the first domestic robot brand to lead the Chinese industrial robot market with a market share of 10.5% [44] - **融发核电**: Reported a sufficient backlog of orders and is progressing according to production plans [46] - **中航西飞**: Expanding strategic cooperation with Airbus to meet production needs for the A320 series [47] - **晶盛机电**: Achieved domestic production of semiconductor equipment and is advancing global customer validation for silicon carbide substrates [48] Investment Recommendations - The report recommends focusing on ETFs related to the military sector, such as 富国中证军工龙头 ETF and 国泰中证军工 ETF, as potential investment vehicles [2]

证券日报网讯亚光科技9月16日在互动平台回答投资者提问时表示，卫星互联网领域，目前公司主要产 品有应用于GW星座计划，千帆星座方面暂无大规模配套。 （文章来源：证券日报） ...

证券日报网讯亚光科技（300123）9月16日在互动平台回答投资者提问时表示，目前公司射频芯片产品 主要是军用品配套，满足内部需求以及整机院所需求，尚无光通讯芯片产品。公司将密切关注相关技术 发展并积极探索技术关联性。 ...

证券日报网讯亚光科技（300123）9月16日在互动平台回答投资者提问时表示，截至2025年9月10日，公 司股东户数为83868户。 ...

转自：证券日报网 除了这7艘66ft高端定制游船，亚光科技近期还有多款船型交付，并举行了新品推介活动，包括71ft 古瑞瓦特号、80ft宜昌远影号、55FT新能源双体游艇等产品，覆盖内河及近海应用场景。 湖南大学经济与贸易学院副院长曹二保教授向《证券日报》记者表示："海洋旅游经济是海洋经济 的重要组成部分，也是沿海无烟产业的重要组成部分，其成功经验和成熟案例正逐步复制到内河、湖泊 旅游场景中。国内造船企业以技术创新、环保实践与迭代开发能力响应上述市场需求，通过复合材料提 升安全性，采用新能源技术降低能耗，以智能化与定制化满足多元需求。这不仅为高端造船行业提供了 可参考的样本，未来也有望走出国门，进一步巩固其领先地位。" （编辑 才山丹） 亚光科技在高性能玻璃钢船艇领域深耕多年，积累了丰富经验。此次交付的游船，创新性地采用游 船款式设计，打破传统游船的刻板印象。船体总长19米、型宽5.28米，在保证船体稳定性的同时，留出 了宽敞的甲板活动空间，可方便家庭出游及团体活动，告别了传统游船的拥挤感、憋闷感和嘈杂感。亚 光科技采用玻璃钢建造该批游船，具备"高强度、轻量化、抗腐蚀、长寿命"四大优势。不仅降低了游船 的运维 ...

Core Viewpoint - The governance crisis at Yaguang Technology has intensified due to the detention of its chairman, Li Yuexian, which has led to concerns over the accuracy and completeness of the company's financial reports for the first half of 2025 [2][3]. Governance Issues - Li Yuexian, the actual controller and chairman, was detained by the Huai County Supervisory Committee, preventing him from signing the written confirmation for the 2025 semi-annual report, which raises doubts about the report's authenticity [2]. - The company announced that operations remain normal, with General Manager Hu Dairong temporarily assuming the chairman's responsibilities [2]. - This incident marks a further escalation of governance issues, following a previous detention in March 2024, and has led to a delay in the board's re-election, originally scheduled for June 23, 2025 [2][3]. Financial Performance - Yaguang Technology has faced significant financial losses, accumulating a total loss of 3.74 billion yuan from 2021 to the first half of 2025, with a loss of 42.09 million yuan in the first half of 2025 alone [3]. - The company's main business segments, military electronics and intelligent boats, have been severely impacted, with a 40.08% year-on-year revenue decline in 2024, resulting in a net loss of 919 million yuan [4]. - Despite a slight revenue recovery in the first half of 2025, the net profit remains in the red, indicating ongoing financial distress [4]. Operational Challenges - The military electronics segment, which accounts for 69.77% of revenue, has been adversely affected by delays in customer acceptance, insufficient material availability, and prolonged military review processes, leading to a 40.27% revenue drop in 2024 [4]. - The intelligent boat segment, representing 23.33% of revenue, is struggling with high asset burdens due to site relocation and a strategic contraction of low-margin boat models, resulting in a 38.95% revenue decline [4]. - The company has also faced significant asset impairment charges, including a 424 million yuan goodwill impairment related to Chengdu Yaguang and 148 million yuan in asset impairment for the intelligent boat business in 2024 [4].

亚光科技集团股份有限公司 关于参加 2025 年湖南辖区上市公司投资者网上集体接待日 暨半年度业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，亚光科技集团股份有限公司（以下简称"公司"） 将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有限公司联合举办的"资本聚 三湘 楚光耀新程——2025年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会" 活动，现将相关事项公告如下： 证券代码：300123 证券简称：亚光科技 公告编号：2025-054 本 次 活 动 将 采 用 网 络 远 程 的 方 式 举 行 ， 投 资 者 可 登 录 " 全 景 路 演 " 网 站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP,参与本次互 动交流，活动时间为 2025 年 9 月 19 日（星期五） 14:00-17:00。届时公司董事会秘书等相 关人员将在线就公司 2024 年至 2025 半年度业绩、公司治理、发展战略、经营状况、融资计 划、股权激励和可持续发展 ...