Core Viewpoint - The company, 聚光科技, is facing regulatory scrutiny due to information disclosure violations by its controlling shareholders, which coincides with significant financial challenges and operational fluctuations over recent years [1][2][3]. Group 1: Regulatory Issues - The controlling shareholders, 浙江睿洋科技有限公司 and 浙江普渡科技有限公司, along with their associates, received a warning letter from the Zhejiang Securities Regulatory Bureau for failing to timely disclose shareholding changes [1][2]. - The shareholding of the actual controllers decreased from 25.74% to 24.95% on May 16, 2025, but the required report was only disclosed on June 10, 2025 [2]. - The inaccurate disclosure of shareholding percentages in various announcements has been noted, leading to regulatory action [2][3]. Group 2: Financial Performance - 聚光科技 has experienced significant fluctuations in its financial performance, with net profits declining for three consecutive years from 2021 to 2023, resulting in losses of 2.32 billion, 3.75 billion, and 3.23 billion respectively [8]. - In 2024, the company reported a turnaround with a net profit of 2.07 billion, attributed to strategic adjustments and optimization efforts [8]. - However, the company is projected to incur losses again in the first half of 2025, with estimates ranging from 54 million to 42 million [8][9]. Group 3: Financial Pressure on Shareholders - As of the end of Q1 2025, the company had a debt of 33.36 billion, which is 2.53 times its cash reserves, indicating significant financial pressure [1][9]. - The controlling shareholder, 浙江睿洋科技, has 80.40% of its shares frozen due to legal issues stemming from a failed PPP project, which has further complicated its financial situation [4][5]. - The company is also facing forced share sales due to a margin call from 中信证券, which could lead to a reduction of up to 448.73 million shares [5]. Group 4: Industry Context - 聚光科技 operates in the high-end analytical instrument sector, which is experiencing rapid growth in China, yet still lags behind established players in the US, Germany, and Japan [7]. - The company claims to be a leader in this field, focusing on high-end mass spectrometry, chromatography, and spectroscopy technologies, with a significant reliance on imported products [7]. - The domestic market shows a pressing need for local alternatives, as nearly 90% of high-end analytical instruments are imported [7].

Core Viewpoint - The company, 聚光科技, is facing significant financial challenges, including a history of losses and regulatory scrutiny due to information disclosure violations by its major shareholders [1][5][10]. Financial Performance - From 2021 to 2023, the company reported a continuous decline in revenue, with figures of 37.51 billion, 34.51 billion, and 31.82 billion respectively, representing year-on-year decreases of 8.55%, 8%, and 7.80% [10]. - The net profit for the same period showed losses of 2.32 billion, 3.75 billion, and 3.23 billion, marking three consecutive years of losses [10]. - In 2024, the company achieved a turnaround with a revenue of 36.14 billion, a year-on-year increase of 13.58%, and a net profit of 2.07 billion, up 164.11% [10]. - However, for the first half of 2025, the company anticipates a net loss of between 54 million and 42 million, indicating a return to losses after a brief recovery [10][11]. Shareholder Issues - The major shareholders, 浙江睿洋科技有限公司 and 浙江普渡科技有限公司, received a warning from the Zhejiang Securities Regulatory Bureau for failing to timely disclose changes in shareholding, which dropped from 25.74% to 24.95% [4][5]. - As of June 5, 2025, 80.40% of the shares held by the controlling shareholder were frozen due to legal issues related to a failed PPP project [3][6]. - The company disclosed that part of the shares would be forcibly sold by 中信证券 due to a default on a financing agreement, potentially reducing the shareholding by up to 448.73 million shares [7]. Industry Context - 聚光科技 operates in the high-end analytical instrument sector, which is experiencing rapid growth in China, yet still lags behind established markets like the US, Germany, and Japan [9]. - The company claims to be a leader in this field, with a significant reliance on imported high-end instruments, indicating a strong demand for domestic alternatives [9]. - The company has diversified its business into multiple sectors, including smart environments and life sciences, aiming to create a robust multi-platform business model [10].

Group 1 - The Shenzhen Stock Exchange issued a regulatory letter to 聚光科技 (Hangzhou) Co., Ltd. for failing to timely disclose a simplified equity change report regarding a reduction in shareholding from 25.74% to 24.95% [1] - The company and its controlling shareholders were found to have inaccurate disclosures regarding their combined shareholding, violating the regulations of the "Measures for the Administration of the Acquisition of Listed Companies" and the "Rules for the Listing of Stocks on the Growth Enterprise Market" [1] - The Shenzhen Stock Exchange has required the company to rectify the situation and reminded it to comply with trading regulations and fulfill information disclosure obligations [1] Group 2 - 聚光科技 stated that the warning letter will not affect its normal production and operations, and the company will strive to improve its operational standards and enhance the quality of information disclosure [3] - The company was founded in 2002 and went public on April 15, 2011, becoming a leading provider of urban intelligent solutions and a pioneer in green smart city construction in China [3] - The main business areas of 聚光科技 include environmental and safety monitoring management, environmental governance, smart water resources, ecological environment development, smart industry, and smart laboratories [3] Group 3 - The company expects a net loss of 42 million to 54 million yuan for the first half of 2025, compared to a net profit of 45.55 million yuan in the same period last year [3] - The expected non-recurring net profit loss is projected to be between 72 million and 84 million yuan, while the same period last year reported a profit of 12.28 million yuan [3] - 聚光科技 indicated that the decline in revenue and profit is a result of strategic choices made to enhance long-term competitiveness amid a complex environment, while maintaining stable cash flow and good momentum in core high-end business development [3]

证券之星消息，8月13日聚光科技公开信息显示，聚光科技股东浙江睿洋科技有限公司、浙江普渡科技 有限公司，姚纳新、王健因未及时披露公司重大事件,信息披露违规,未依法履行其他职责被中国证券监 督管理委员会浙江监管局出具警示函。 详细违规行为如下： 2025年5月16日,聚光科技(杭州)股份有限公司(以下简称公司)控股股东浙江睿洋科技有限公司、浙江普 渡科技有限公司及其一致行动人王健、姚纳新持股比例由25.74%减少至24.95%,触及5%整数倍,未及时披 露《简式权益变动报告书》,迟至6月10日才披露。同时,公司于2024年8月26日披露《关于公司控股股东 被司法拍卖股份过户完成暨累计冻结股份比例下降的公告》,于2024年10月31日、2025年5月19日分别披 露《关于公司控股股东股份变动比例超过1%的公告》,前述披露中,控股股东及其一致行动人持股比例未 将姚纳新所持股份合并计算,信息披露不准确。 处罚决定如下： 采取出具警示函的监督管理措施,并记入证券期货市场诚信档案。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

证券代码：300203 证券简称：聚光科技 公告编号：2025-029 聚光科技（杭州）股份有限公司 关于收到浙江证监局警示函的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 聚光科技（杭州）股份有限公司（以下简称"公司"或"聚光科技"）控股 股东浙江睿洋科技有限公司（以下简称"睿洋科技"）、浙江普渡科技有限公司 （以下简称"普渡科技"）及其一致行动人王健、姚纳新于近日收到中国证券监 督管理委员会浙江监管局下发的《关于对浙江睿洋科技有限公司、浙江普渡科技 有限公司、王健、姚纳新采取出具警示函措施的决定》（〔2025〕176 号），现 将有关情况公告如下： 一、警示函主要内容 2025年5月16日，聚光科技(杭州)股份有限公司(以下简称公司)控股股东浙 江睿洋科技有限公司、浙江普渡科技有限公司及其一致行动人王健、姚纳新持股 比例由25.74%减少至24.95%，触及5%整数倍，未及时披露《简式权益变动报告书》， 迟至6月10日才披露。同时，公司于2024年8月26日披露《关于公司控股股东被司 法拍卖股份过户完成暨累计冻结股份比例下降的公告》，于2024年1 ...

2025年8月13日，深交所向浙江睿洋科技有限公司、浙江普渡科技有限公司、王健、姚纳新发出监管 函：你们互为一致行动人。2025年5月16日，你们对聚光科技(杭州)股份有限公司合计持股比例由 25.74%减少至24.95%，触及5%整数倍；对于前述权益变动情况，你们未及时披露《简式权益变动报告 书》，迟至6月10日才披露。此外，你们向聚光科技提供的《告知函》等材料，未将姚纳新所持股份纳 入控股股东及其一致行动人合计持股比例计算范围，导致聚光科技2024年8月26日披露的《关于公司控 股股东被司法拍卖股份过户完成暨累计冻结股份比例下降的公告》，2024年10月31日、2025年5月19日 分别披露的《关于公司控股股东股份变动比例超过1%的公告》等信息披露文件中，控股股东及其一致 行动人合计持股比例信息披露不准确。 你们的相关行为违反了《上市公司收购管理办法第十三条和本所《创业板股票上市规则》第1.4条、第 2.3.1条、第2.3.10条、第5.1.1条和第5.3.5条的规定。请你们充分重视相关问题，吸取教训，及时整改， 杜绝相关问题的再次发生。 （文章来源：每日经济新闻） ...

金融界消息 截至2025年8月13日收盘，聚光科技（300203）报收于20.39元，上涨1.49%，换手率3.9%， 成交量17.48万手，成交金额3.55亿元。 资金流向方面，今日主力资金净流入4270.86万元，占比成交额12.02%。其中，超大单净流入1978.28万 元、占成交额5.57%，大单净流入2292.58万元、占成交额6.45%，中单净流出流出4121.45万元、占成交 额11.6%，小单净流出149.41万元、占成交额0.42%。 聚光科技最新一期业绩显示，截至2025一季报，公司营业总收入5.47亿元、同比增长1.38%，归属净利 润2052.84万元，同比增长18.77%，扣非净利润3107.04万元，同比增长15.27%，流动比率1.205、速动比 率0.802、资产负债率63.64%。 天眼查商业履历信息显示，聚光科技(杭州)股份有限公司，成立于2002年，位于杭州市，是一家以从事 仪器仪表制造业为主的企业。企业注册资本44873.76万人民币，实缴资本44873.76万人民币。公司法定 代表人为顾海涛。 通过天眼查大数据分析，聚光科技(杭州)股份有限公司共对外投资了84家企业， ...

Market Overview - On August 13, the environmental equipment sector rose by 0.03% compared to the previous trading day, with Guolin Technology leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Stock Performance - Guolin Technology (300786) closed at 16.50, with a gain of 2.10% and a trading volume of 240,000 shares, amounting to a transaction value of 397 million yuan [1] - Other notable performers included: - Juguang Technology (300203) at 20.39, up 1.49% [1] - Suanyuan Co. (300210) at 11.06, up 1.10% [1] - Qinda Environmental (688501) at 30.91, up 0.75% [1] - Wanyi Technology (688600) at 24.16, up 0.71% [1] Fund Flow Analysis - The environmental equipment sector experienced a net outflow of 144 million yuan from institutional investors, while retail investors saw a net inflow of 152 million yuan [2] - The detailed fund flow for selected stocks showed: - Juguang Technology had a net outflow of 42.71 million yuan from institutional investors [3] - Qinda Environmental had a net inflow of 3.59 million yuan from institutional investors [3] - Guolin Technology had a net inflow of 3.07 million yuan from retail investors [3]

Group 1: Impact of Domestic Substitution Policy - The domestic substitution policy is expected to positively influence company orders, particularly from downstream clients such as government agencies and universities [1] - Historical data indicates that client procurement tends to peak in the third and fourth quarters, prompting the company to actively follow up on project developments [1] Group 2: Shareholder Structure and Risks - The controlling shareholder, Ruiyang Technology, is undergoing a forced liquidation of shares due to a margin call, with an estimated total reduction of no more than 30 million yuan [2] - Current passive share reductions will not lead to changes in the company's control or governance structure [2] Group 3: Long-term Growth Strategies - The company aims to achieve a high market share in existing product categories before expanding into new growth areas such as international markets and acquisitions [2] - Emphasis on addressing customer pain points through innovative applications and enhancing marketing services to improve core competitiveness [2] Group 4: Client Composition and Future Planning - Historically, government institutions have made up a significant portion of the client base, but the company plans to increase the share of enterprise clients as business scales up [2] - The strategy includes providing tailored solutions for large enterprises, enhancing brand reputation through customer satisfaction [2] Group 5: Life Sciences Instrumentation Development - The life sciences instrumentation segment, particularly in life research, is performing well, while progress in medical instruments is slower [3] - Future plans involve leveraging existing technology platforms to penetrate related product markets [3]

证券之星消息，8月5日环保设备板块较上一交易日上涨1.65%，聚光科技领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。环保设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 832145 | 恒合股份 | 20.80 | -2.80% | | 9132.59 | 1923.50万 | | 300631 | 久吾高科 | 30.24 | -1.98% | | 8.26万 | 2.51亿 | | 688376 | 美埃科技 | 47.53 | -1.70% | | 2.60万 | 1.23亿 | | 002645 | 华宏科技 | 13.79 | -1.50% | P | 39.08万 | 5.41亿 | | 002658 | 雪迪龙 | 7.98 | -0.37% | | 15.58万 | 1.24亿 | | 688309 | 恒营环保 | 24.57 | -0.36% | | 4.30万 | 1.04亿 ...