Core Viewpoint - The announcement from 聚光科技 indicates that a portion of shares held by its controlling shareholder, 浙江睿洋科技有限公司, has been judicially frozen, which may impact the company's stock performance and investor sentiment [1] Group 1: Shareholder Information - 浙江睿洋科技有限公司 notified 聚光科技 about the judicial freeze of 36,928 shares [1] - The frozen shares represent 0.07% of 浙江睿洋科技's total holdings and 0.01% of 聚光科技's total share capital [1] - The freezing was initiated by 杭州市滨江区人民法院 due to a judicial freeze application [1]

10月21日，聚光科技收涨1.76%，收盘价为17.88元，发生1笔大宗交易，合计成交量40.01万股，成交金 额715.35万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为715.35万元。该股近5个交易日累 计下跌1.65%，主力资金合计净流出531.49万元。 责任编辑：小浪快报 第1笔成交价格为17.88元，成交40.01万股，成交金额715.35万元，溢价率为0.00%，买方营业部为华鑫 证券有限责任公司深圳分公司，卖方营业部为国金证券股份有限公司深圳分公司。 ...

证券代码：300203 证券简称：聚光科技 公告编号：2025-044 聚光科技（杭州）股份有限公司 关于控股股东部分股份被冻结的公告 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。 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"）的通知，获悉 睿洋科技所持有本公司的部分股份被司法冻结，具体情况如下： | 股东名 | 是否为控股股东 或第一大股东及 | 本次冻结股 | 占其所持 | 占公司总 | 是否为 | 起始 | 到期 | 冻结申请人 | 原因 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | 其一致行动人 | 份数量（股） | 股份比例 | 股本比例 | 限售股 | 日 | 日 | | | | 睿洋科 | | | | | | 2025- | 2028- | 杭 州 市 滨 江 | 司法冻结 | | 技 | 是 | 36,928 | 0.07% | 0.01% | 否 | 10-20 | 9- ...

投资者提问：政策是否会成为公司 2026 年及中长期业绩增长的核心催化剂？公司判断政策将推动政府 采购领域的国产替代率提升多少个百分点？对应到公司营收，预计 2026-2027 年政府采购相关收入的复 合增速能达到多少？ 聚光科技回复：感谢您对公司的关注，国家相关政策为公司发展营造了良好的宏观环境，将为国内同行 业参与者带来重要发展机遇。公司高度重视并积极布局政府采购市场，依托技术与产能优势把握机遇， 实际影响需结合后续细则落地进一步观察。谢谢！ 证券之星消息，聚光科技(300203)10月20日在投资者关系平台上答复投资者关心的问题。 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。 ...

Core Viewpoint - The stock of 聚光科技 (Juguang Technology) has shown fluctuations in trading activity, with a recent increase of 2.22% and a total market capitalization of 80.59 billion yuan, despite a year-to-date price increase of 19.89% [1] Company Overview - 聚光科技, established on January 4, 2002, and listed on April 15, 2011, is located in Hangzhou, Zhejiang Province. The company specializes in the research, production, and sales of instruments and equipment used in environmental monitoring, industrial process analysis, and laboratory instruments [1] - The main revenue sources for 聚光科技 include instruments, related software, and consumables (69.24%), operational services, testing services, and consulting services (16.42%), environmental equipment and engineering (10.46%), and others (3.87%) [1] Financial Performance - For the first half of 2025, 聚光科技 reported a revenue of 1.295 billion yuan, representing a year-on-year decrease of 8.23%. The net profit attributable to shareholders was -50.51 million yuan, a significant decline of 210.86% compared to the previous year [2] - Since its A-share listing, 聚光科技 has distributed a total of 630 million yuan in dividends, with 112 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders for 聚光科技 increased by 10.45% to 20,300, with an average of 22,074 circulating shares per person, a decrease of 9.46% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 19.0045 million shares (an increase of 12.853 million shares), and 诺安先锋混合A (Noah Pioneer Mixed A), holding 12.2697 million shares (an increase of 200,000 shares) [3]

Core Viewpoint - The company, 聚光科技, is positioned to benefit from favorable national policies that may accelerate the adoption of its high-end products, particularly in sectors that previously relied on imports [2]. Group 1: Company Performance - As of October 20, 2025, 聚光科技's stock closed at 17.57 yuan, reflecting a 0.75% increase with a turnover rate of 1.43% and a trading volume of 64,000 shares, resulting in a transaction value of 113 million yuan [1]. Group 2: Market Dynamics - On October 20, 2025, the net inflow of funds from major investors was 4.4763 million yuan, while speculative funds saw a net inflow of 11.6999 million yuan. In contrast, retail investors experienced a net outflow of 16.1762 million yuan [2][2]. Group 3: Strategic Outlook - The company is actively focusing on the government procurement market, leveraging its technological and production capacity advantages to seize opportunities presented by favorable policies. The actual impact will depend on the implementation of subsequent policy details [2]. - There is an expectation that the revenue share from high-end products could exceed 50% by 2026, driven by the company's competitive pricing and policy support [2].

Core Viewpoint - The company acknowledges that national policies create a favorable macro environment for its development and present significant growth opportunities for domestic industry participants [1] Group 1: Company Response to Investor Inquiry - The company is actively focusing on the government procurement market, leveraging its technological and production capacity advantages to seize opportunities [1] - There is an expectation that high-end product revenue could potentially exceed 50% by 2026, contingent on the implementation of relevant policies and details [1] - The company emphasizes the importance of observing the actual impact as further policy details are rolled out [1]

Core Viewpoint - The company stated that the freezing of shares of its controlling shareholder, Ruiyang Technology Co., Ltd., has not significantly impacted its production operations or corporate governance [2] Group 1 - The controlling shareholder of the company, Ruiyang Technology Co., Ltd., has had its shares frozen [2] - The company reassured investors that this situation has not led to any major effects on its business operations [2] - Corporate governance remains stable despite the share freeze [2]

（文章来源：证券日报） 证券日报网讯聚光科技10月20日在互动平台回答投资者提问时表示，公司定期报告按照定期报告披露格 式要求进行编制，并按照相关规定履行审议程序后披露。 ...

Core Viewpoint - The article emphasizes the significant growth and potential of China's instrument industry, which has surpassed a trillion yuan in value, highlighting the need for domestic equipment to transition from mere production capability to practical usability [3][8]. Industry Overview - The instrument industry is now valued over 1 trillion yuan, with certain segments achieving leading positions in the market. The focus is on building a systematic and autonomous innovation framework for enterprises [8][9]. Event Summary - The 2025 National Instrument and Meter Supply and Demand Matching Conference was held in Hangzhou, focusing on industry chain collaboration and technology transfer to enhance high-quality manufacturing development [3][4]. - Over 200 representatives from government, research institutions, leading enterprises, and key industry users attended the event to discuss innovation and development consensus [4][6]. Strategic Collaborations - Strategic cooperation agreements were signed between Zhejiang Provincial Technology Innovation Center and leading companies like 聚光科技 and 谱育科技, aiming to enhance product promotion, market expansion, and policy information exchange [5][9]. Technological Innovations - 聚光科技's approach includes three main directions: 1. **Technological Innovation**: Focusing on key technologies such as mass spectrometry and spectroscopy to transition from single breakthroughs to series production [9]. 2. **Digital Intelligence Integration**: Merging AI and big data with instrument platforms to create intelligent monitoring systems, significantly improving response efficiency and data processing capabilities [9]. 3. **Ecological Collaboration**: Establishing an industrial platform that supports the manufacturing of core components and application validation, fostering a domestic replacement ecosystem [9]. Product Showcase - 聚光科技 showcased several high-end instruments, including the LGA series laser gas analyzers and portable gas chromatography-mass spectrometry systems, demonstrating its technological breakthroughs and systematic solution capabilities in domestic replacement [10]. Future Directions - 聚光科技 aims to align with national strategic directions, focusing on key technology breakthroughs and platform capabilities to support the development of a modern, autonomous instrument industry [19].