格隆汇10月9日丨聚光科技(300203.SZ)公布，截至2025年9月30日，公司通过回购专用证券账户以集中 竞价方式累计回购公司股份5,250,000股，占公司总股本的1.17%，最高成交价为20.82元/股，最低成交 价为17.48元/股，成交总金额98,208,249.00元（不含交易费用）。本次回购符合相关法律法规的要求， 符合既定的回购方案。 ...

Core Viewpoint - The company, Ju Guang Technology, emphasizes its commitment to product refinement and customer satisfaction, which has led to increased trust from clients and a larger market share [2] Group 1 - The company has focused on enhancing product performance and providing rapid and precise service responses, which have contributed to gaining more customer trust [2] - The company is closely following national policy directions and actively engaging with relevant projects to seize market opportunities and boost performance [2]

Core Viewpoint - The company has repurchased a total of 5.25 million shares, representing 1.17% of its total share capital, in compliance with relevant laws and regulations and its established repurchase plan [1] Summary by Relevant Sections - **Share Repurchase Details** - The company repurchased shares through a dedicated securities account via centralized bidding [1] - The highest transaction price was 20.82 CNY per share, while the lowest was 17.48 CNY per share [1] - The total amount spent on the repurchase was 98.2082 million CNY, excluding transaction fees [1]

Core Viewpoint - The announcement from the company indicates that a major shareholder, Zhejiang Pudu Technology Co., Ltd., has engaged in a stock pledge repurchase transaction involving 15.865 million shares, which represents 30.61% of its holdings and 3.54% of the company's total share capital [1] Summary by Relevant Categories Shareholder Actions - Zhejiang Pudu Technology Co., Ltd. has pledged 15.865 million shares for a repurchase transaction [1] - The pledge accounts for 30.61% of the shares held by the shareholder [1] - This pledge represents 3.54% of the total share capital of the company [1] Financial Implications - The purpose of the stock pledge is to repay financing [1] - The company states that this transaction will not impact its production operations or corporate governance [1] Risk Assessment - The pledged shares do not involve any performance compensation obligations [1] - There are no risks of forced liquidation or compulsory transfer associated with this pledge [1]

证券代码：300203 证券简称：聚光科技 公告编号：2025-043 聚光科技（杭州）股份有限公司 关于控股股东办理质押回购业务的公告 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、股东股份质押基本情况 | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | 持股比 | 本次质押、解 | 本次质押、解 | 占其所 | 占公司 | 情况 | | 情况 | | | 名称 | 持股数量 | 例 | 质押前质押股 | 质押后质押股 | 持股份 | 总股本 | 已质押股 | 占已质 | 未质押股份 | 占未质 | | | | | 份数量 | 份数量 | 比例 | 比例 | 份限售和 | 押股份 | 限售和冻结 | 押股份 | | | | | | | | | 冻结数量 | 比例 | 数量 | 比例 | | 睿洋 科技 | 56,311,233 | 12.55% | 46,341,000 | 46, ...

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。 证券代码：300203 证券简称：聚光科技 公告编号：2025-042 聚光科技(杭州)股份有限公司(下称"公司")于2025年8月20日召开第五届 董事会第二次会议，审议通过了《关于回购公司股份方案的议案》。同意公司使 用自有资金和自筹资金，以集中竞价交易方式回购部分公司已在境内发行的人民 币普通股（A股）股票，并在未来适宜时机用于实施股权激励计划或员工持股计 划。本次回购资金总额不低于人民币10,000万元（含本数）且不超过人民币15,000 万元（含本数），回购价格不超过人民币29.50元/股（含），回购期限为自公司 董事会审议通过本次回购方案之日起12个月内。具体内容详见公司于2025年8月 20日、2025年8月27日分别在巨潮资讯网披露的《关于回购公司股份方案的公告》 （公告编号：2025-031）、《回购报告书》（公告编号：2025-037）。 聚光科技（杭州）股份有限公司 公司已取得交通银行股份有限公司杭州浣纱支行出具的《交通银行股票回购 增持贷款承诺函》，承诺为公司提供不超过人民币13,500万 ...

Core Viewpoint - The company, 聚光科技, has confirmed the application of its LC-MS/MS technology in customs inspection scenarios, indicating its accuracy is comparable to imported equipment. The company is also exploring expansion into food safety and biomedicine sectors. Group 1: Product Application - The company's LC-MS/MS, GC-MSMS, ICP-MS, and super microwave digestion instruments are currently utilized by certain customs clients [1] - The primary sales direction for LC-MS/MS includes food safety, biomedicine, clinical testing, and environmental testing [1]

Group 1 - The company has obtained 888 authorized patents in 2024, including 393 invention patents and over 1,250 computer software copyrights [1] - The company has been recognized as a "National Intellectual Property Advantage Enterprise" and a champion enterprise in the eighth batch of manufacturing industry by the Ministry of Industry and Information Technology [1] - The number of patents and copyrights has increased compared to previous years [1] Group 2 - The company is developing an integrated intelligent monitoring system for "air, land, and sea" based on unmanned devices and the "AI+" super brain platform [1] - This intelligent monitoring system has been applied in small quantities in regions such as Zhejiang, Jiangsu, and Fujian [1]

Core Viewpoint - The report highlights the successful completion of China's first ship-based green methanol refueling operation at Ningbo Zhoushan Port, marking a significant milestone in the development of green fuel capabilities in the region [3]. Market Review - In September, the CSI 300 Index rose by 3.20%, while the public utility index increased by 0.41% and the environmental index by 0.77%. The relative monthly returns for these indices were -2.80% and -2.43% respectively [2]. - Among the 31 primary industry sectors, public utilities and environmental sectors ranked 13th and 11th in terms of growth. The environmental sector saw a 0.77% increase, while the electricity sector's thermal power rose by 2.34%, and hydropower fell by 3.08% [2]. Important Events - The successful refueling of the "COSCO Shipping Libra" with 230 tons of green methanol at Ningbo Zhoushan Port signifies the port's capability to handle LNG, biofuels, and methanol, enhancing its status as an international hub [3]. - This operation involved collaboration between China Ship Fuel, Zhejiang Port Group, and Ningbo Zhoushan Port Group, utilizing seven specialized methanol transport tankers and explosion-proof refueling equipment [3]. Investment Strategy - Public Utilities: Recommendations include Huadian International for thermal power, Longyuan Power and Three Gorges Energy for renewable energy, and China Nuclear Power for stable nuclear power operations [4][5]. - Environmental Sector: Focus on companies like China Everbright Environment and Zhongshan Public Utilities, as well as opportunities in the domestic waste oil recycling industry due to upcoming EU SAF policies [5].

Core Insights - On September 30, 2023, 聚光科技 experienced a decline of 1.64% in stock price with a trading volume of 181 million yuan [1] - The company reported a financing buy-in of 20.36 million yuan and a financing repayment of 28.49 million yuan, resulting in a net financing outflow of 8.13 million yuan [1] - As of September 30, 2023, the total margin balance for 聚光科技 was 483 million yuan, with a financing balance of 482 million yuan, accounting for 6.16% of the circulating market value [1] Financing and Margin Data - On the same day, 聚光科技 had a financing buy-in of 20.36 million yuan, with a current financing balance of 482 million yuan, which is above the 60th percentile level over the past year [1] - The company repaid 3,700 shares in margin trading with no shares sold, resulting in a margin balance of 662,700 yuan, which is below the 50th percentile level over the past year [1] Company Overview - 聚光科技, established on January 4, 2002, and listed on April 15, 2011, is located in Hangzhou, Zhejiang Province [1] - The company's main business involves the research, production, and sales of instruments and equipment used in environmental monitoring, industrial process analysis, and laboratory instruments [1] - The revenue composition includes 69.24% from instruments, software, and consumables; 16.42% from operational, testing, and consulting services; 10.46% from environmental equipment and engineering; and 3.87% from other sources [1] Shareholder and Financial Performance - As of June 30, 2023, 聚光科技 had 20,300 shareholders, an increase of 10.45%, with an average of 22,074 circulating shares per shareholder, a decrease of 9.46% [2] - For the first half of 2023, the company reported a revenue of 1.295 billion yuan, a year-on-year decrease of 8.23%, and a net profit attributable to shareholders of -50.51 million yuan, a year-on-year decrease of 210.86% [2] Dividend and Institutional Holdings - Since its A-share listing, 聚光科技 has distributed a total of 630 million yuan in dividends, with 112 million yuan distributed in the last three years [3] - As of June 30, 2023, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 19.0045 million shares, an increase of 12.853 million shares [3] - Notable changes in institutional holdings include an increase in shares held by 诺安先锋混合A and a decrease in shares held by 睿远成长价值混合A and 汇添富医药保健混合 [3]