报告期内，公司主要子公司成都亚光电子股份有限公司受部分客户审价、降价影响以及公司阶段性资金 紧张导致产品交付延期，本期经营业绩未达预期。 智通财经APP讯，亚光科技(300123.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 11亿元至13亿元;扣除非经常性损益后的净亏损11.5亿元至13.5亿元。 ...

证券代码：300123 证券简称：亚光科技 公告编号：2026-003 亚光科技集团股份有限公司 2025 年度业绩预告 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。 单位：万元 | 项 目 | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | -130,000 | ～ | -110,000 | -91,854.36 | | 扣除非经常性损 益后的净利润 | -135,000 | ～ | -115,000 | -96,365.26 | 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所审计。公司 已就业绩预告有关重大事项与年度审计会计师事务所进行了预沟通，公司与会计师事务所在 本报告期的业绩预告方面不存在重大分歧。 三、业绩变动原因说明 1、报告期内，公司主要子公司成都亚光电子股份有限公司受部分客户审价、降价影响 以及公司阶段性资金紧张导致产品交付延期，本期经营业绩未达预期。根据企业会计准则及 相关会计政策规定，基于谨慎性原则， ...

证券代码：300123 证券简称：亚光科技 公告编号：2026-004 亚光科技集团股份有限公司 关于公司及下属公司部分借款逾期的公告 | 序号 | 债务人 | 债权人 | 借款余额 | 逾期未付 | 逾期未付 | | --- | --- | --- | --- | --- | --- | | | | | | 利息 | 本金 | | 1 | 亚光科技集团 | 中国工商银行股份有限公司沅江支行 长沙银行股份有限公司益阳分行 | 40,830.00 8,000.00 | 121.89 40.57 | - - - | | | | 交通银行股份有限公司益阳分行 | 8,000.00 | 33.73 | - | | | 股份有限公司 | 湖南银行长沙总行营业部 | 900.00 | 2.67 | | | | | 湖南兰天车城汽车销售服务有限公司 | 3,000.00 | 274.67 | 3,000.00 | | | | 湘潭雨湖区融和小额贷款有限公司 | - | 103.67 | - | | | | 海南汉森控股（有限合伙） | 1,000.00 | 38.02 | 1,000.00 | | 2 | 益阳中海智能 装 ...

证券日报网讯1月20日，亚光科技（300123）在互动平台回答投资者提问时表示，公司将持续关注实际 控制人留置相关进展并及时履行信息披露义务。 ...

Core Viewpoint - Aoyang Technology (300123) announced that neither the company nor its subsidiaries have provided guarantees to off-balance sheet entities, nor are there any overdue external guarantees or litigation-related guarantees that could result in losses due to adverse judgments [1] Group 1 - The company confirmed the absence of guarantees to off-balance sheet entities [1] - There are no overdue external guarantees reported by the company or its subsidiaries [1] - The company is not involved in any litigation related to guarantees that could lead to financial losses [1]

证券代码：300123 证券简称：亚光科技 公告编号：2026-002 亚光科技集团股份有限公司 关于公司为下属公司提供担保的进展公告 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、担保额度预计 亚光科技集团股份有限公司（以下简称"亚光科技"或"公司"）第五届董事会第二十七 次会议、2024 年年度股东大会分别审议通过了《关于 2025 年度公司及子公司申请综合授信及 有关担保事项的议案》，为保证公司及子公司综合授信融资方案的顺利实施，同意公司对外提 供总额度不超过 17.52 亿元的连带责任担保（含子公司之间相互提供担保，含此前已审批且尚 在有效期内的额度），具体内容详见公司分别于 2025 年 4 月 28 日、2025 年 5 月 22 日在巨潮资 讯网披露的《关于 2025 年度公司及子公司申请综合授信及有关担保事项的公告》《关于 2024 年年度股东大会决议的公告》等公告。 二、本次担保进展 近期公司全资子公司珠海太阳鸟游艇制造有限公司（以下简称"珠海太阳鸟"）在中国农 业银行股份有限公司珠海高栏港支行办理贷款展期，公司与中国农业银行股份有限公 ...

Core Viewpoint - Zhejiang Yaguang Technology Co., Ltd.'s wholly-owned subsidiary, Hebei Leheng Energy Saving Equipment Co., Ltd., has been re-certified as a high-tech enterprise, allowing it to continue benefiting from tax incentives for the next three years [1][2]. Group 1 - The company has received a new high-tech enterprise certificate, with the certificate number GR202513002763, issued on December 26, 2025, and valid for three years [1]. - The re-certification follows the expiration of the previous high-tech enterprise certificate, allowing the subsidiary to maintain its tax rate at 15% for corporate income tax under relevant regulations [1]. - The announcement indicates that this recognition will not have a significant impact on the company's current operating performance [2].

Industry Overview - Microwave tubes, also known as ultra-high frequency tubes, operate in the frequency range of 300 MHz to 3000 GHz and are essential vacuum electronic devices that convert the kinetic or potential energy of electrons into electromagnetic wave energy, enabling the generation or amplification of microwave signals [2][4] - The Chinese microwave tube industry is projected to reach a market size of approximately 21.746 billion yuan in 2024, representing a year-on-year growth of 10.20%, driven by the rigid demand from national defense modernization and the rapid adoption of applications in civilian sectors such as 5G base station deployment and satellite internet [1][10] Industry Chain - The upstream of the microwave tube industry includes raw materials and components such as copper, alumina, electron guns, high-frequency systems, and energy transmission devices [7] - The midstream consists of the manufacturing processes of microwave tubes, while the downstream applications span radar, satellite, communication devices, automotive electronics, industrial heating, and medical equipment [7] Market Size - The radar industry in China is expected to reach a market size of approximately 71.966 billion yuan in 2024, with a year-on-year growth of 14.58%, highlighting the critical role of microwave tubes in radar systems for signal transmission and reception [9][10] Key Companies Performance - The competitive landscape of the Chinese microwave tube industry is characterized by a concentration of leading firms driven by technology, with companies like Chengdu Guoguang Electric and Kunshan Guoli Electronics holding significant market positions [11] - Chengdu Guoguang Electric, a private leader in the industry, reported a revenue of 254 million yuan in the first three quarters of 2025, a decline of 44.16% year-on-year, while Kunshan Guoli Electronics achieved a revenue of 937 million yuan, marking a growth of 71.23% year-on-year [12][14] Industry Development Trends 1. The technology route is continuously breaking through in "high frequency, high power, and high efficiency," with the integration of solid-state and vacuum technologies accelerating [15] 2. The demand structure is shifting towards "military strength and civilian advancement," with emerging applications opening new markets, particularly in the military sector driven by national defense information construction [15] 3. The strategy of self-control is deepening, with accelerated integration of the industry chain and military-civilian fusion, as domestic companies seek to reduce reliance on imports amid increasing international technology blockades [16]

Core Viewpoint - The company has announced a change in its signing accountant for the 2025 financial year, with the new signing accountant being Ms. Gong Chenyang, due to the adjustment of the previous signing accountant's work responsibilities [1][5]. Group 1: Change of Signing Accountant - The company has appointed Rongcheng Accounting Firm as the auditor for the 2025 financial statements and internal control audits [1]. - The previous signing accountant, Mr. Nie Yong, is being replaced by Ms. Gong Chenyang due to internal adjustments within the accounting firm [1][5]. - The new signing accountants are Ms. Gong Chenyang and Mr. Jiang Xiaoyun, with Mr. Wang Yan serving as the project quality reviewer [1]. Group 2: New Signing Accountant's Background - Ms. Gong Chenyang has been a certified public accountant since 2008 and has been involved in auditing listed companies since 2009, starting her practice at Rongcheng Accounting Firm in 2025 [2]. - In the past three years, Ms. Gong has signed and reviewed audit reports for multiple listed companies [2]. Group 3: Integrity and Independence - Ms. Gong Chenyang has not faced any criminal or administrative penalties, supervisory measures, or disciplinary actions in the past three years [3]. - The new signing accountant complies with the independence requirements set forth in the Code of Ethics for Chinese Certified Public Accountants [4]. Group 4: Impact on the Company - The change in signing accountant is a result of internal adjustments within the auditing firm, and the transition has been orderly, ensuring that it will not affect the company's 2025 financial statements and internal control audits [5].

Core Viewpoint - The company, Aiguang Technology (300123.SZ), is involved in satellite production line construction through its subsidiary Chengdu Aiguang, although the current order amount is relatively small [1] Group 1: Company Involvement - Chengdu Aiguang is one of the suppliers for the satellite production line construction [1] - The company has relevant products in the satellite field that can be supplied, including low-noise amplifiers, mixers, power dividers, filters, and signal detection circuits [1] - Additionally, composite functional microwave module components, such as TR components, can also be supplied [1]