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 ...

Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the six-month moving average, with an increase of 0.70% [1] - The total trading volume of A-shares reached 1.29 trillion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 120 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Fuheng New Materials: 5.55% deviation, closing price at 15.15 yuan, with a daily increase of 6.77% and turnover rate of 13.58% [1] - Canqin Technology: 5.40% deviation, closing price at 27.66 yuan, with a daily increase of 6.59% and turnover rate of 3.17% [1] - Fuling Electric: 4.86% deviation, closing price at 9.90 yuan, with a daily increase of 5.54% and turnover rate of 5.43% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Qianwei Yangchu: 3.10% deviation, closing price at 15.64 yuan, with a daily increase of 9.99% and turnover rate of 6.56% [1] - ST Zhongzhuang: 4.77% deviation, closing price at 3.63 yuan, with a daily increase of 4.91% and turnover rate of 2.79% [1] - Datang Telecom: 4.32% deviation, closing price at 8.93 yuan, with a daily increase of 5.18% and turnover rate of 4.64% [1]

Market Overview - In July, the Shanghai and Shenzhen 300 Index increased by 3.54%, while the public utility index decreased by 0.77% and the environmental index increased by 2.10%. The relative returns for public utilities and environmental sectors were -4.32% and -1.94%, respectively [1][15][23]. - Among the sub-sectors, the environmental sector rose by 1.60%, with thermal power increasing by 1.21%, hydropower decreasing by 4.35%, and new energy generation rising by 0.80% [1][15][24]. Important Policies and Events - The Guangdong Provincial Development and Reform Commission announced adjustments to the capacity pricing for coal and gas power plants, effective from January 1, 2026, with coal power set at 165 yuan per kilowatt per year and gas power varying from 165 to 396 yuan depending on the type of gas used [2][16][17]. - The Ningxia Hui Autonomous Region proposed a market-oriented reform plan for new energy pricing, setting a benchmark price for coal-fired power at 0.2595 yuan per kilowatt-hour [2][17]. Sector Research - The National Development and Reform Commission and the National Energy Administration issued guidelines to improve the pricing mechanism for domestic natural gas pipeline transportation, aiming for a unified pricing model and a permitted return rate of approximately 5.7%, down from 8% [3][18][20]. - This new regulation is expected to lower transportation costs for natural gas, benefiting urban gas companies [3][20]. Investment Strategy - Public Utilities: Recommendations include large thermal power companies like Huadian International and Shanghai Electric, as coal and electricity prices are expected to decline [4][21]. - New Energy: Continued government support for new energy development is anticipated to stabilize profitability, with recommendations for leading companies such as Longyuan Power and Three Gorges Energy [4][21]. - Nuclear Power: Expected stable profitability due to growth in installed capacity and generation, with recommendations for China Nuclear Power and China General Nuclear Power [4][21]. - Hydropower: High-dividend hydropower stocks are highlighted for their defensive attributes, with Longjiang Power recommended [4][21]. - Gas: Recommendations include China Resources Gas and Jiufeng Energy, which have strong pricing power and strategic advantages [4][21]. Sector Performance - In July, the public utility sector ranked 30th among 31 sectors, while the environmental sector ranked 22nd [1][15][23]. - The performance of various sub-sectors showed mixed results, with water utilities and gas sectors generally performing better than thermal and hydropower sectors [1][15][24]. Key Company Earnings Forecasts - Huadian International (600027.SH): EPS forecast for 2024A at 0.46 yuan, PE ratio at 11.5 [9]. - Longyuan Power (001289.SZ): EPS forecast for 2024A at 0.75 yuan, PE ratio at 21.8 [9]. - China Nuclear Power (601985.SH): EPS forecast for 2024A at 0.46 yuan, PE ratio at 19.9 [9]. - Longjiang Power (600900.SH): EPS forecast for 2024A at 1.33 yuan, PE ratio at 21.0 [9].

内容概要：药物检测设备作为医疗检测设备的重要细分领域，国家高度重视药物检测设备的发展，将其 视为保障药品安全、提升医疗质量、维护公共健康的重要技术支撑。其技术进步直接受益于医疗检测设 备行业的整体发展。近年来，国家出台了一系列政策措施支持医疗装备行业发展。如《"十四五"医疗装 备产业发展规划》《关于全面深化药品医疗器械监管改革促进医药产业高质量发展的意见》等等。在国 家政策引导、资金投入、技术攻关等多方面推动下，我国药物检测设备取得快速发展。据统计，2024年 我国医疗检测设备市场规模为435.90亿元，药物检测设备市场规模为68.38亿元；预计2025年我国医疗检 测设备市场规模将达520亿元，药物检测设备市场规模约69.5亿元。 上市企业：聚光科技[300203]、奥泰生物[688606]、华大智造[688114] 二、药物检测设备行业发展现状 药物检测设备作为医疗检测设备的重要细分领域，其技术进步直接受益于医疗检测设备行业的整体发 展。医疗检测设备是医疗装备产业的核心组成部分，近年来，国家出台了一系列政策措施支持医疗装备 行业发展。如《"十四五"医疗装备产业发展规划》《关于全面深化药品医疗器械监管改革促 ...