Core Viewpoint - Lehman Optoelectronics is focusing on LED ultra-high-definition display and LED lighting business, establishing a comprehensive ecosystem of LED products and solutions [2] Group 1: Business Focus - The company is primarily engaged in LED ultra-high-definition display and LED lighting [2] - It has developed a full range of LED products including LEDMAN ultra-high-definition display screens, smart conference/education interactive screens, ultra-high-definition home giant screens, creative display products, and smart lighting products [2]

Core Viewpoint - The recent transfer of 20.55 million shares of Lehman Optoelectronics (300162.SZ) to Shenzhen High-tech Investment (高新投) signifies a strategic move in the LED ultra-high-definition display sector, highlighting the potential for growth and support from a prominent investor [1][2]. Group 1: Share Transfer and Stake Acquisition - Lehman Optoelectronics' controlling shareholder, Li Mantie, along with his concerted parties, transferred 20.55 million shares to Shenzhen High-tech Investment, resulting in High-tech Investment acquiring a 4.90% stake in the company [1]. - Following the share transfer, Li Mantie and his concerted parties still hold 30.28% of the shares (31.18% excluding repurchased shares), ensuring continuity in leadership and strategic direction for Lehman Optoelectronics [2]. Group 2: Shenzhen High-tech Investment's Role - Shenzhen High-tech Investment is recognized as a significant player in the capital and industrial sectors, having supported over 380 companies to go public, including major firms like Huawei and BYD [1]. - The investment by Shenzhen High-tech Investment in Lehman Optoelectronics is seen as a strategic move to leverage the company's potential in the LED ultra-high-definition display market, indicating confidence in its industry and technological capabilities [1]. Group 3: Future Outlook - With the backing of Shenzhen High-tech Investment, Lehman Optoelectronics is expected to benefit from enhanced funding, industry connections, technological development, and market expansion, positioning the company favorably in the competitive landscape [1]. - The future prospects for Lehman Optoelectronics in the LED display sector appear promising, especially with the support of a state-owned investment entity [2].

Group 1 - The core point of the article is that Lehman Optoelectronics (300162.SZ) announced a stock transfer agreement involving its controlling shareholder Li Mantie and his action group, which includes the transfer of a total of 20,550,000 shares to Shenzhen High-tech Investment Group at a price of 6.07 yuan per share [1] Group 2 - Li Mantie plans to transfer 10,490,000 shares, representing 2.50% of the company's total equity, while the action group, Nanjing Jiede Venture Capital Partnership, will transfer 10,060,000 shares, accounting for 2.40% of the total equity [1] - The total shares being transferred represent 4.90% of the company's total equity [1] - The entire amount from this non-trading transfer will be used to repay the principal of stock pledge financing that Li Mantie previously secured [1]

证券代码：300162 证券简称：雷曼光电 公告编号：2025-056 深圳雷曼光电科技股份有限公司 关于公司控股股东及其一致行动人签署《质押股票处置过户 协议》暨办理证券非交易过户及权益变动的提示性公告 公司控股股东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）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的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1、2025 年 12 月 30 日，深圳雷曼光电科技股份有限公司（以下简称"公 司"）控股股东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）（以下简称"杰得投资"）分别与深圳市高新投集团有限公司（以下简称"高 新投"）签署了《质押股票处置过户协议》，李漫铁先生拟将其持有的 10,490,000 股公司股份（占公司总股本的 2.50%）以非交易过户的方式转让给高新投；杰得 投资拟将其持有的 10,060,000 股公司股份（占公司总股本的 2.40%）以非交易 过户的方式转让给高新投。本次非交易过户的股份总数合计为 20,550,0 ...

国金证券股份有限公司 关于深圳雷曼光电科技股份有限公司 2025 年度培训情况的报告 根据深圳证券交易所相关要求，作为深圳雷曼光电科技股份有限公司（以下 简称"雷曼光电""公司"）2024 年向特定对象发行股票的持续督导机构，国金 证券股份有限公司(以下简称"国金证券""保荐机构")安排人员于 2025 年 12 月 23 日对雷曼光电控股股东和实际控制人、董事、高级管理人员及中层管理人 员进行了培训，本次培训的具体情况如下: 一、培训概述： 培训时间：2025 年 12 月 23 日 培训方式：现场培训和线上培训同时进行，同时向培训对象发送学习资料自 学 地点：雷曼光电会议室 计处理、资金占用等方面的合规意识，使培训对象加强理解在公司日常规范运作 方面所应避免出现的行为。 三、培训效果 本次持续督导培训的工作过程中，雷曼光电及参会人员给予了积极配合。全 体参与培训人员均进行了认真深入学习，对于上市公司的规范运作等有了更加深 刻的认识。参训人员均表示在日常经营过程中要严格遵守上市公司相关法规，依 法规范运作。本次培训达到了预期的目标，取得了良好的结果，进一步增强了公 司相关人员对上市公司的规范操作意识。 （以 ...

国金证券股份有限公司 关于深圳雷曼光电科技股份有限公司 2025 年现场检查报告 | 7.被担保方是否不存在财务状况恶化、到期不清偿被担保债 | 是 | | --- | --- | | 务等情形 | | | 8.被担保债务到期后如继续提供担保，是否重新履行了相应 | 是 | | 的审批程序和披露义务 | | | 注：公司 2025 年 1-11 月中存在向公司子公司提供担保情况，履行了相关审议程序及信息披露义 | | | 务，不存在向合并报表范围外的主体提供担保情况。 | | | （五）募集资金使用 | | | 现场检查手段：查阅公司《募集资金管理制度》，查阅公司募集资金三方监管协议， | | | 查阅公司与募集资金使用有关的公告、对账单、合同、付款凭证等，对公司相关人 | | | 员进行访谈，到募投项目建设现场进行现场查看等 | | | 1.是否在募集资金到位后一个月内签订三方监管协议 | 是 | | 2.募集资金三方监管协议是否有效执行 | 是 | | 3.募集资金是否不存在第三方占用或违规进行委托理财等情 | 是 | | 形 | | | 4.是否不存在未履行审议程序擅自变更募集资金用途、暂时 | 是 | ...

深圳雷曼光电科技股份有限公司简式权益变动报告书 证券代码：300162 证券简称：雷曼光电 深圳雷曼光电科技股份有限公司 简式权益变动报告书 上市公司名称：深圳雷曼光电科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：雷曼光电 股票代码：300162 | 信息披露义务人名称 | 住所及通讯地址 | | --- | --- | | 李漫铁 | 广东省深圳市南山区***** | | 南京杰得创业投资合伙 企业（有限合伙） | 南京市溧水区和凤镇凤翔路 11 号 2 幢 202B 室 | | 一致行动人名称 | 住所及通讯地址 | | 王丽珊 | 广东省惠州市惠城区**** | | 李琛 | 广东省惠州市大亚湾区********* | | 南京希旭创业投资合伙 企业（有限合伙） | 南京市溧水区和凤镇凤翔路 11 号 2 幢 202C 室 | 一、信息披露义务人依据《中华人民共和国证券法》、《上市公司收购管理 办法》、《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报 告书》及相关法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披 ...

Core Viewpoint - The collaboration between Maiwei Co., Ltd. and Lehman Optoelectronics has progressed with the delivery of MLED production line equipment, enhancing manufacturing capabilities in the micro-pitch LED sector [1][4]. Group 1: Equipment Delivery - The MLED production line equipment was officially delivered and installed at Huizhou Lehman Optoelectronics Technology Co., Ltd., a wholly-owned subsidiary of Lehman Optoelectronics [1][5]. - The delivery ceremony was attended by key representatives from both companies, indicating a significant milestone in their partnership [1][5]. Group 2: Efficiency and Production Capacity - The overall delivery cycle was advanced by approximately one month compared to the original plan, ensuring timely support for subsequent production line construction and capacity release [2][6]. - Maiwei Co., Ltd. has introduced comprehensive production process solutions for both large-size substrates and small-size chips, capable of supporting batch production of 360mm x 360mm large substrates and 2 x 4 mil small chips, achieving zero chip damage and over 90% production line utilization [2][6]. Group 3: Strategic Collaboration - The introduction of MLED production line equipment aims to enhance Lehman Optoelectronics' manufacturing capabilities in the micro-pitch LED field, improving efficiency, yield, and cost competitiveness [4][8]. - As MLED technology penetration in the high-end display market increases, collaboration between domestic equipment manufacturers and panel manufacturers is becoming more integrated, providing a pathway for capacity construction through equipment and manufacturing synergy [4][8]. - Both companies plan to continue their collaboration on MLED process optimization and capacity enhancement, advancing display technology towards smaller pitch and higher integration [4][8].

Core Insights - Lehman Technology's smart integrated machine won the 2025 TITAN Innovation Design Gold Award, showcasing its strength in innovation and technology development [1][2] - The company has previously received multiple international awards, including the German Red Dot Award and the American MUSE Design Award, solidifying its position as a leader in technology [1][2] Product Features - The smart integrated machine features seamless modular design, wireless simplicity, and is equipped with Lehman's patented COB integration packaging technology and Micro LED ultra-high-definition display panel [2] - It offers a smooth and efficient interactive experience with functionalities such as multi-finger roaming, split-screen writing, whiteboard annotation, file management, wireless screen sharing, and remote collaboration [2] Industry Recognition - In addition to the TITAN award, Lehman Technology also won three industry awards at the 2025 Expert Aurora Awards, including "Top 10 LED Display Companies" and "Outstanding Product Award," reflecting its comprehensive recognition in enterprise strength, product quality, and industry influence [2] Event Solutions - Lehman Technology has become a core service provider for major global events, providing specialized LED display solutions for venues like the Shenzhen Bay Sports Center and Dongguan Basketball Center, with a total scale exceeding 500 square meters [3] - The company’s solutions have been validated in high-profile events such as the French Ligue 1 and the Africa Cup, known for high picture quality and reliability [3] Future Directions - Lehman Technology aims to continue leading in COB packaging technology and expand its application scenarios, focusing on providing superior visual experiences and intelligent solutions for customers [3]

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index closing above the annual line, indicating a slight increase of 0.17% and a total trading volume of 1.665 trillion yuan [1]. Group 1: Market Performance - As of 14:59 today, the Shanghai Composite Index stands at 3876.97 points, above the annual line [1]. - A total of 153 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1]. Group 2: Notable Stocks - The stocks with the highest deviation rates include: - Yimin Group (益民集团) with a deviation rate of 9.76% and a daily increase of 10.11% [1]. - Wanrun Technology (万润科技) with a deviation rate of 6.64% and a daily increase of 7.57% [1]. - Laiyifen (来伊份) with a deviation rate of 5.56% and a daily increase of 10.01% [1]. - Other stocks with smaller deviation rates that have just crossed the annual line include Suzhou Planning (苏州规划), Tianzhihang (天智航), and China Railway Special Cargo (中铁特货) [1].