证券代码：300203 证券简称：聚光科技 公告编号：2025-025 聚光科技（杭州）股份有限公司 关于公司控股股东部分股份解除质押、冻结及轮候冻结生 效变化情况的公告 控股股东之一浙江睿洋科技有限公司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与信息披露义务人提供 的信息一致。 特别风险提示： 截至本公告披露日，聚光科技（杭州）股份有限公司（以下简称"公司"） 控股股东之一浙江睿洋科技有限公司（以下简称"睿洋科技"）共计持有公司股 份57,650,733股，占公司总股本比例为12.85%。累计被冻结股份数量46,350,733 股，占其所持有公司股份数量比例80.40%，占公司总股本的10.33%；累计被轮候 冻结股份数量7,079,603股，占其所持有公司股份数量比例12.28%，占公司总股 本的1.58%。目前睿洋科技所持有的公司股份80.40%处于冻结状态，若后续被司 法冻结的股份被司法强制处置，将影响睿洋科技的控股股东及王健先生的实际 控制人地位。上市公司届时可能面临控制权不稳定或变更的风险。 公司于近日接到公司控股股东之一 ...

证券代码：300203 证券简称：聚光科技 公告编号：2025-024 聚光科技（杭州）股份有限公司 用户姓名袁丽通过竞买号 I9705 于 2025/05/30 10:21:21 在阿里资产平台开 展的"浙江睿洋科技有限公司持有的聚光科技(杭州)股份有限公司(证券名称: 聚光科技，证券代码:300203)股票 230 万股"项目公开竞价中，以最高应价胜出。 该标的网络拍卖成交价格:¥44300000(肆仟肆佰叁拾万元)。 关于公司控股股东部分股份被司法拍卖完成过户的公告 控股股东之一浙江睿洋科技有限公司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与信息披露义务人提供 的信息一致。 重要内容提示： 浙江睿洋科技有限公司（以下简称"睿洋科技"）持有的2,300,000股聚光 科技（杭州）股份有限公司（以下简称"本公司"）股份，占本公司总股本比 例为0.51%，因司法裁定，上述2,300,000股股份已在淘宝网司法拍卖网络平台 完成竞拍，根据睿洋科技告知，上述230万股股份已于近日完成过户，控股股东 睿洋科技所持本公司股份比例由13.36% ...

Summary of Key Points from Conference Call Records Industry Focus - The discussion centers around the waste management and renewable energy sectors, particularly focusing on waste-to-energy (WTE) technologies and the integration of green electricity with waste management practices [1][2]. Core Insights and Arguments - Recent policy developments from two ministries encourage the direct connection of green electricity, including biomass and waste incineration, promoting local consumption and increasing self-use ratios to at least 35% by 2030 [1][2]. - Waste incineration is highlighted as a unique renewable energy source with advantages such as: 1. Stable power generation with annual utilization hours exceeding 7000 [2]. 2. Proximity to urban areas, offering ample land at lower costs [2]. 3. Minimal barriers for direct connections, with high procurement costs from the grid [2]. - Companies in the sector are accelerating their collaborative layouts in data centers (IDC), with improvements in profitability, cash flow, and increased dividends expected to drive performance and valuation [2]. - The long-term goal of self-sufficiency in research and development for scientific instruments is emphasized, suggesting a focus on foundational industries rather than short-term policy fluctuations [2][3]. Additional Important Content - Domestic companies have been enhancing their R&D and production capabilities, with some firms expected to excel in high-end development amidst this trend [3]. - The automation of sanitation services is gaining traction, with major companies accelerating their investments in this area. The potential market size for unmanned sanitation services in China could reach 280 billion yuan by 2025, with significant opportunities in the sales of autonomous cleaning vehicles [4]. - The trend towards "sanitation automation" is seen as an optimization of business models within the industry, allowing waste management companies to reduce labor intensity and expedite the integration of waste-to-energy solutions [4]. Companies to Watch - Suggested companies for investment consideration include: - 盈峰环境 (Yingfeng Environment) - 聚光科技 (Juguang Technology) - 永兴股份 (Yongxing Co.) - 瀚蓝环境 (Hanlan Environment) - 海螺创业 (Conch Venture) [1][2].

Investment Rating - The report maintains an "Outperform" rating for the public utilities and environmental sectors [4][18]. Core Views - The report highlights the introduction of detailed rules in Guangdong and Shandong provinces regarding the sustainable development pricing settlement mechanism for new energy projects, marking a significant step towards market-driven reforms in the new energy sector [2][15]. - It emphasizes that coal and electricity prices are declining simultaneously, which is expected to maintain reasonable profitability for thermal power companies [18]. - The report suggests that the continuous support from national policies for new energy development will lead to gradually stable profitability for new energy generation [18]. - It notes that the growth in installed capacity and generation will help offset the downward pressure on electricity prices, predicting stable profitability for nuclear power companies [18]. Summary by Sections Market Review - The Shanghai Composite Index rose by 1.12%, while the public utilities index increased by 0.08%. The environmental index remained unchanged, with relative weekly returns of -1.04% and -1.12% respectively [1][21]. - Among the sub-sectors, thermal power decreased by 0.89%, hydropower increased by 0.87%, and new energy generation rose by 0.08% [1][21]. Important Policies and Events - Guangdong's electricity trading center issued draft rules for the sustainable development pricing settlement mechanism for new energy projects, with the first competitive trading scheduled for mid-2025 [2][14]. - The rules stipulate that projects must be approved and operational by December 31, 2025, to participate in the first auction [2][14]. Investment Strategy - Recommendations include major thermal power companies like Huadian International and Shanghai Electric, as well as leading new energy firms such as Longyuan Power and Three Gorges Energy [18]. - The report also suggests investing in nuclear power operators like China Nuclear Power and China General Nuclear Power, and highlights the defensive attributes of hydropower stocks amid a global interest rate decline [18][19]. Key Company Earnings Forecasts and Investment Ratings - The report provides a detailed table of investment ratings for various companies, all rated as "Outperform," including Huadian International, Longyuan Power, and China Nuclear Power, with projected earnings per share (EPS) growth for 2024 and 2025 [7][18].

控股股东之一浙江睿洋科技有限公司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与信息披露义务人提 供的信息一致。 证券代码：300203 证券简称：聚光科技 公告编号：2025-023 聚光科技（杭州）股份有限公司 关于公司控股股东股份变动比例超过1%的公告 3．律师的书面意见□ 4．深交所要求的其他文件 特此公告。 聚光科技（杭州）股份有限公司董事会 聚光科技（杭州）股份有限公司（以下简称"本公司"）于近日接到本公司 控股股东之一浙江睿洋科技有限公司（以下简称"睿洋科技"）的《股份变动超 过 1%的告知函》，获悉睿洋科技于 2024 年 11 月 12 日至 2025 年 5 月 16 日累计 被司法拍卖和托管转出所持公司股份合计 5,570,000 股，占公司总股本的 1.24%， 股份变动比例超过 1%。 本次股份变动后睿洋科技及其一致行动人浙江普渡科技有限公司合计持有 公司股份 111,772,333 股，占公司总股本的 24.91%，仍为公司控股股东。本次 股份变动不会导致上市公司控制权发生变更，不会影响公司的治理结构和持续经 ...

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：2025-022 聚光科技（杭州）股份有限公司 关于公司控股股东部分股份被司法解除冻结暨托管转出的 公告 结情况如下： 重要内容提示： 1、浙江睿洋科技有限公司（以下简称"睿洋科技"）持有的3,570,000股 聚光科技（杭州）股份有限公司（以下简称"本公司"）股份，占本公司总股 本比例为0.8%，因司法裁定，上述3,570,000股股份已于2022年11月1日被云南 省昆明市中级人民法院司法冻结。根据睿洋科技告知，2025年5月16日，控股股 东睿洋科技所持本公司股份比例由14.16%变更为13.36%，睿洋科技所持本公司 该部分股份被司法解除冻结并托管转出。公司将密切关注该事项的后续进展情 况并及时督促相关方履行信息披露义务。 2、除上述司法解除冻结暨托管转出的3,570,000股股份外，杭州市滨江区 人民法院将于2025年5月29日10时至2025年5月30日10时止（延时的除外），在 淘宝网司法拍卖网络平台上将睿洋科技名下持有的聚光科技股票2,300, ...

Core Insights - The rapid development of artificial intelligence (AI) technology is driving a wave of transformation across various industries, with "black box laboratories" emerging as a key innovation in medical testing and drug development [1][2]. Group 1: Black Box Laboratories Overview - Black box laboratories, also known as smart or AI laboratories, operate 24/7 without human supervision, significantly enhancing research efficiency through automation and predictive modeling [2][3]. - The first AI-assisted automated laboratory was launched by Insilico Medicine in November 2024, demonstrating the practical application of black box laboratories in the pharmaceutical sector [2]. Group 2: Technological Innovations - Key innovations of black box laboratories include full-process automation and information integration, allowing seamless operation without human intervention, thus improving efficiency and accuracy [4][6]. - Advanced analytical techniques, such as simulated human eye visual recognition and intelligent peak recognition algorithms, contribute to the automation and intelligence of analytical instruments [5]. Group 3: Cost Reduction and Efficiency - Black box laboratories can reduce human labor costs by approximately 75% by replacing manual operations with intelligent systems, addressing issues of efficiency and data consistency in traditional laboratories [7][8]. - The automation process optimizes experimental steps and reduces overall operational costs by about 30%, enhancing the management efficiency of laboratories through real-time monitoring [8]. Group 4: Market Potential and Growth - The market for automated research laboratories in China has shown significant growth, increasing from 2.307 billion yuan in 2019 to 8.229 billion yuan in 2023, indicating high growth potential [10]. - Companies like Crystal Technology and BGI have reported substantial revenue growth in their automation business segments, with Crystal Technology's revenue from intelligent automation exceeding drug development revenue by 87.8% [10].

证券代码：300203 证券简称：聚光科技 公告编号：2025-021 聚光科技（杭州）股份有限公司 2024年年度权益分派实施公告 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"）2024 年年度权益分 派方案已获 2025 年 5 月 14 日召开的 2024 年年度股东大会审议通过，现将权益 分派事宜公告如下： 一、股东大会审议通过利润分配方案情况 1、公司于 2025 年 5 月 14 日召开的 2024 年年度股东大会审议通过了《关于 公司 2024 年度利润分配预案的议案》，公司 2024 年度利润分配方案为：以公司 现有总股本 448,737,600 股为基数，向全体股东每 10 股派发现金股利人民币 2.50 元（含税），合计派发现金股利为人民币 112,184,400 元（含税），不送股, 不转增股本，剩余未分配利润结转下一年度。董事会审议利润分配方案后股本发 生变动的，将按照分配总额不变的原则对分配比例进行调整。 2、自分配方案披露至实施期间，公司股本总额未发生变化。 3、公司本次实施的权益分 ...

Group 1 - The supervisory board of the company held its first meeting of the fifth session on May 14, 2025, with all three members participating in the voting [1][2] - The meeting was legally convened and the resolutions passed were valid according to the Company Law of the People's Republic of China and the company's articles of association [1] - The board elected Zhao Ling as the chairperson of the fifth supervisory board for a term of three years, effective from the date of the meeting [1]