证券代码：300162 证券简称：雷曼光电 公告编号：2026-006 深圳雷曼光电科技股份有限公司 关于与专业投资机构共同投资产业基金的公告 1、基本注册情况 企业名称：音波迭代私募基金管理（上海）有限公司 统一社会信用代码：91310000MADNUYAR2T 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、交易概述 为把握具身智能等前沿领域发展机遇，依托专业投资机构的资源与专业优 势，进一步培育新业务增长点、优化战略布局，深圳雷曼光电科技股份有限公司 （以下简称"公司"）拟与专业投资机构音波迭代私募基金管理（上海）有限公 司（以下简称"音波迭代"）及其他合伙人共同投资上海音波迭代硅基创业投资 合伙企业（有限合伙）（以下简称"产业基金"或"合伙企业"）。产业基金拟 募集总规模为人民币 30,000 万元，截至本公告披露日，产业基金的认缴出资总 额为 12,920 万元。本次公司拟作为有限合伙人以自有资金认缴出资人民币 500 万元，占拟募集资金总规模的 1.67%。 根据《深圳雷曼光电科技股份有限公司章程》和《深圳雷曼光电科技股份有 限公司总经理工作细则》 ...

本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 具体内容详见公司同日在巨潮资讯网（www.cninfo.com.cn）披露的《关 于出售部分已回购股份计划的公告》。 一、董事会会议召开情况 深圳雷曼光电科技股份有限公司（以下简称"公司"）第六届董事会第十次 （临时）会议于 2026 年 3 月 27 日在公司五楼会议室以通讯方式召开，会议通 知于 2026 年 3 月 24 日以邮件、书面形式送达全体董事、高级管理人员。会议 由公司董事长李漫铁先生主持，应到董事八名，实到董事八名；公司高级管理人 员列席了会议；会议符合《中华人民共和国公司法》和《公司章程》的有关规定。 二、董事会会议审议情况 与会董事以投票表决的方式审议通过了以下议案，形成会议决议如下： 1、审议通过《关于出售部分已回购股份计划的议案》。 经与会董事审议，根据公司于 2024 年 2 月 9 日披露的《回购报告书》之用 途约定，同意公司以集中竞价方式出售部分已回购股份，实施期限为自公告披露 之日起 15 个交易日后的 6 个月内（即 2026 年 4 月 21 日至 2026 年 10 月 20 ...

证券代码：300162 证券简称：雷曼光电 公告编号：2026-005 深圳雷曼光电科技股份有限公司 关于出售部分已回购股份计划的公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 截至 2024 年 5 月 6 日，公司本次回购股份方案已实施完毕且期间届满。公 司通过股份回购专用证券账户以集中竞价方式累计回购公司股份 12,208,111 股， 占公司总股本的 2.91%，最高成交价格为 5.68 元/股，最低成交价格为 3.60 元/ 股，成交总金额为 54,679,001.91 元（不含交易费用），实际回购的时间区间为 2024 年 2 月 8 日至 2024 年 4 月 16 日。本次回购符合公司回购股份方案及相关 法律法规的要求。具体内容详见公司于 2024 年 5 月 8 日在巨潮资讯网 （www.cninfo.com.cn）披露的《关于回购公司股份实施结果暨股份变动的公告》。 二、本次集中竞价出售回购股份计划的具体情况 公司于 2026 年 3 月 27 日召开第六届董事会第十次（临时）会议，审议通 过了《关于出售部分已回购股份计划的议案》，相关出 ...

Group 1 - The LED industry index experienced a significant surge, rising over 10% in early trading, with multiple stocks hitting the 20% limit-up, indicating strong market interest and momentum [2][4][6] - TrendForce's latest survey highlights the increasing demand for high-speed data transmission in data centers due to the rise of generative AI, with Micro LED CPO solutions showing a potential to reduce overall energy consumption to 5% of that of copper cable solutions [2][6] - The shift towards "optical over copper" is accelerating as traditional copper cables are found to have energy consumption exceeding 10 pJ/bit, prompting the industry to adopt more energy-efficient technologies [6] Group 2 - Major companies are actively positioning themselves in the optical communication and interconnect sectors, with Microsoft launching the MOSAIC architecture and Credo acquiring Hyperlume to enhance their optical interconnect capabilities [6] - The market is expected to push data transmission specifications from 400 Gbps to 800 Gbps and 1.6 Tbps by 2025, reflecting a growing trend towards higher transmission rates [6] - The overall market sentiment remains optimistic despite external pressures, with analysts noting that liquidity issues may have eased, but oil prices continue to pose potential risks to specific sectors and consumer confidence [8][9]

Group 1 - The LED industry index experienced a significant surge, rising over 10% in early trading, with multiple stocks hitting the 20% limit-up, including Lehman Optoelectronics and others [1][3] - TrendForce's latest survey indicates that the demand for high-speed data transmission in data centers is increasing due to the rise of generative AI, with Micro LED CPO solutions offering a substantial reduction in energy consumption compared to traditional copper cable solutions [1][3] - The Micro LED CPO solution's unit transmission energy consumption is projected to be only 5% of that of copper cable solutions, positioning it as a potential alternative for optical interconnects [3] Group 2 - Global supply chains are actively positioning themselves in the optical communication and interconnect sectors, with companies like Microsoft and Credo enhancing their capabilities through new technologies [4] - The market is witnessing a shift towards higher data transmission rates, with specifications moving from 400 Gbps to 800 Gbps and 1.6 Tbps, driven by cloud service providers [3]

Group 1 - The company has extensive experience in providing LED products and services for football stadiums [2] - The company aims to actively explore business opportunities related to the World Cup [2]

Group 1 - The 25th Winter Olympic Games in Milan showcased China's display technology, with products like printed OLED and 8K Micro-LED screens gaining international attention [1][2] - TCL Huaxing's exhibition featured innovative products such as 4K 120Hz printed OLED displays and the world's first printed OLED foldable display, enhancing brand recognition and global customer outreach [1][2] - The 275-inch 8K Micro-LED screen developed by Lehman Optoelectronics was used for live broadcasting at the opening ceremony, highlighting China's advancements in display technology [2] Group 2 - China's display industry is experiencing significant growth, with domestic panel manufacturers accounting for nearly 70% of global shipments from 2023 to 2024, and this figure rising to 72.1% [2][3] - Companies like TCL Huaxing and Tianma Microelectronics are actively investing in Micro-LED technology, while also competing in quantum dot displays and holographic displays, achieving parity with leading international firms [3] - Major Chinese enterprises are expanding globally, with BOE Technology Group's subsidiaries established in multiple countries, enhancing their service capabilities across key global regions [3]

Core Viewpoint - Lehman Optoelectronics (300162) disclosed that Shenzhen High-tech Investment Group Co., Ltd. currently holds 20,550,000 shares of the company, representing 4.90% of the total share capital [1] Group 1 - Shenzhen High-tech Investment Group Co., Ltd. is a significant shareholder in Lehman Optoelectronics [1] - The total number of shares held by Shenzhen High-tech Investment Group Co., Ltd. is 20,550,000 [1] - The percentage of total share capital represented by Shenzhen High-tech Investment Group Co., Ltd. is 4.90% [1]

Core Viewpoint - Lehman Optoelectronics announced that as of the date of the announcement, the company's controlling shareholder, actual controller, and their concerted actors collectively hold approximately 127 million shares, accounting for 30.28% of the company's total share capital of approximately 420 million shares [1] Summary by Relevant Categories Shareholding Structure - The controlling shareholder and related parties hold about 127 million shares, which is 30.28% of the total share capital [1] - A total of approximately 53.18 million shares have been pledged, representing 41.88% of the shares held by the controlling shareholder and 12.68% of the company's total share capital [1]

证券代码：300162 证券简称：雷曼光电 公告编号：2026-003 深圳雷曼光电科技股份有限公司 关于控股股东及其一致行动人股份解除质押及质押的公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳雷曼光电科技股份有限公司（以下简称"公司"）接到公司控股股东之 李漫铁先生及其一致行动人南京杰得创业投资合伙企业（有限合伙）的函告，获 悉上述股东近日将其持有的公司股份进行了解除质押及质押。具体事项如下： | 股东名称 | 是否为控股 股东或第一 大股东及其 | 本次解除质 押股份数量 | 占其所 持股份 | 占公司 总股本 | 质押起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 一致行动人 | （股） | 比例 | 比例 | | | | | 李漫铁 | | 9,970,000 | 22.65% | 2.38% | 2024 年 9 月 | 2026 年 1 月 | 深圳市高 | | 南京杰得创业投资合 伙企业（有限合伙） | 是 | 30,215,000 | 10 ...