证券代码：300227 证券简称：光韵达 公告编号：2025-083 深圳光韵达光电科技股份有限公司 关于2025年限制性股票激励计划预留授予登记完成的公告 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。 重要内容提示： 根据《上市公司股权激励管理办法》《深圳证券交易所创业板上市公司自律监管指南第1 号——业务办理》以及深圳证券交易所、中国证券登记结算有限责任公司深圳分公司的有关规 定，深圳光韵达光电科技股份有限公司（以下简称"公司"）完成了2025年限制性股票激励计 划（以下简称"本次激励计划"或"激励计划"）预留授予登记工作，现将有关事项说明如下： 一、本次股权激励计划已履行的相关审批程序 （一）2025年4月18日，公司召开第六届董事会第十六次会议，审议并通过《关于<公司2025 年限制性股票激励计划（草案）>及其摘要的议案》《关于<公司2025年限制性股票激励计划实 施考核管理办法>的议案》《关于提请股东大会授权董事会办理2025年限制性股票激励计划有关 事项的议案》。 同日，公司召开第六届监事会第十二次会议，审议并通过《关于<公司2025年限制性股票 ...

Core Viewpoint - The company, Guangyun Da (300227.SZ), has stated that it currently does not have any products or technologies related to photolithography machines [1] Company Summary - Guangyun Da has clarified its position regarding photolithography technology, indicating a lack of involvement in this area [1]

Core Viewpoint - Guangyun Da (光韵达) has confirmed that it currently does not have any products or technologies related to lithography machines [1] Company Summary - Guangyun Da (光韵达) stated on November 4 that it does not possess any products or technologies associated with lithography machines [1]

Core Viewpoint - The company Guangyun Da (300227.SZ) clarified that its subsidiary Haifu Photon participated in a technology research and development project for quantum lidar, specifically focusing on the laser component, while the company itself does not possess quantum technology or related products [1]. Group 1 - Guangyun Da's subsidiary Haifu Photon is involved in the R&D of quantum lidar technology [1] - Haifu Photon is responsible for the laser component of the project [1] - The parent company Guangyun Da does not have quantum technology or related products [1]

Group 1 - The company Guangyun Da (300227.SZ) responded to an investor inquiry regarding its quantum laser radar applications and marketing efforts [2] - The subsidiary Haifu Photon participated in the technology research and development project for quantum laser radar, specifically focusing on the laser component [2] - The company itself does not possess quantum technology or related products [2]

一、股东股份质押的基本情况 1、股东本次质押基本情况 证券代码：300227 证券简称：光韵达 公告编号：2025-082 深圳光韵达光电科技股份有限公司 关于公司股东部分股份质押的公告 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。 深圳光韵达光电科技股份有限公司（以下简称"公司"）于近日接到本公司股东侯若洪先 生部分股份质押的通知，具体事项如下： | 股东 | 是否为控股 股东或第一 | 质押股数 | 本次质押 占其所持 | 占公司 总股本 | 是否 为限 | 是否为 补充质 | 质押开始日 | 质押到期 | 质权人 | 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 一致行动人 | （股） | 股份比例 | 比例 | 售股 | 押 | 期 | 日 | | | | 侯若洪 | 是 | 6,050,000 | 13.60% | 1.11% | 是 | 否 | 2025-10-31 | 2026-4-30 | 陈*希 | 补充流 动资金 ...

Core Insights - Guangyunda is a leading provider of laser applications and intelligent manufacturing solutions in China, established in 2005 and listed on the Shenzhen Stock Exchange in 2011 [1] Group 1: Business Performance - In Q3 2025, Guangyunda reported revenue of 965 million yuan, ranking 7th among 10 companies in the industry, with the top company, Han's Laser, generating 12.713 billion yuan [2] - The revenue composition includes laser application services at 242 million yuan (48.63%), intelligent equipment at 123 million yuan (24.64%), aerospace components at 97.375 million yuan (19.54%), lasers at 28.624 million yuan (5.74%), and leasing and others at 7.258 million yuan (1.46%) [2] - The net profit for the same period was -49.594 million yuan, placing it 9th in the industry, with the leading company, Huagong Technology, reporting a net profit of 1.314 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Guangyunda's debt-to-asset ratio was 56.18%, higher than the industry average of 46.31%, and increased from 41.92% in the same period last year [3] - The gross profit margin for Q3 2025 was 30.58%, slightly above the industry average of 30.30%, but down from 31.05% year-on-year [3] Group 3: Corporate Governance - The chairman of Guangyunda, Cheng Fei, has a salary of 156,800 yuan for 2024 [4] - The controlling shareholder is Shenzhen Guangyunda Technology Holding Group Co., Ltd., with Zeng Sanlin as the actual controller [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 0.19% to 38,900, while the average number of circulating A-shares held per account increased by 5.16% to 11,100 [5]

Company Performance - Guangyunda (SZ 300227) reported third-quarter results, with revenue approximately 965 million yuan for the first three quarters of 2025, representing a year-on-year increase of 23.13% [1] - The net profit attributable to shareholders of the listed company showed a loss of approximately 52.45 million yuan [1] - Basic earnings per share reflected a loss of 0.106 yuan [1]

Financial Performance - The company's operating revenue for the third quarter reached ¥466,362,893.08, representing a year-on-year increase of 46.61%[4] - The net loss attributable to shareholders was ¥54,229,232.35, a significant decline of 384.36% compared to the same period last year[4] - Revenue for the first three quarters reached ¥964.78 million, an increase of 23.13% year-over-year, primarily due to an expanded consolidation scope and growth in application services[9] - The basic earnings per share were reported at -¥0.1096, a decline of 384.06% year-on-year[4] - The total comprehensive income for the current period was a loss of ¥49,381,395.19, compared to a profit of ¥33,501,306.00 in the previous period[24] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥3,810,442,588.02, reflecting a 32.35% increase from the end of the previous year[4] - Total current assets increased to RMB 2,061,989,315.97 from RMB 1,572,506,444.17, representing a growth of approximately 31.1%[19] - Current liabilities increased to RMB 1,663,347,099.76 from RMB 945,229,095.91, reflecting a rise of about 76%[20] - The company's total liabilities and equity increased to ¥3,810,442,588.02, reflecting a significant growth in financial position[21] Cash Flow - Cash flow from operating activities showed a net outflow of ¥156,427,763.69, contrasting with a net inflow of ¥26,531,555.35 in the previous period[25] - Cash flow from investing activities resulted in a net outflow of ¥412,317,403.01, compared to a net outflow of ¥74,941,492.09 in the previous period[26] - Cash flow from financing activities generated a net inflow of ¥443,284,833.59, up from ¥54,273,076.06 in the previous period[26] Expenses - Operating costs increased by 23.97% year-over-year to ¥669.77 million, driven by the rise in revenue[9] - Management expenses surged by 159.66% to ¥168.16 million, mainly due to increased share-based payment and personnel costs[9] Accounts Receivable and Inventory - Accounts receivable increased by 61.21% to ¥1,011,108,094.54, primarily due to an expanded consolidation scope and increased revenue from subsidiaries[7] - Inventory rose by 49.55% to ¥613,722,384.97, attributed to increased stock for the smart equipment business[7] Shareholder Information - The total number of common shareholders at the end of the reporting period was 38,920[13] - The top shareholder, Hou Ruohong, holds 8.18% of shares, with a total of 44,490,626 shares, of which 14,000,000 are pledged[13] Acquisitions and Investments - The company acquired 56.0299% of Shenzhen Yilian Infinite Technology Co., which is now included in the consolidated financial statements[17] - The company transferred 20% equity of Shenzhen Collaborative Innovation High-Tech Development Co. for RMB 24 million[17] Government Subsidies - The company received government subsidies amounting to ¥4,405,071.67 during the quarter, contributing to its financial performance[5] Accounting Standards - The new accounting standards will be implemented starting in 2025[27] - The company is preparing for the first-time execution of new accounting standards affecting financial statement items[27] Miscellaneous - The third quarter financial report has not been audited[28] - The board of directors meeting was held on October 30, 2025[28]

Market Overview - The automation equipment sector experienced a slight decline of 0.05% on the previous trading day, with Xinjing Intelligent leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Notable gainers in the automation equipment sector included: - Tianzhong Precision Machinery (300461) with a closing price of 21.39, up 10.66% and a trading volume of 147,800 shares, totaling 308 million yuan [1] - Weichuang Electric (688698) closed at 88.75, up 9.47% with a trading volume of 100,400 shares, totaling 850 million yuan [1] - Dameng Technology (603025) closed at 20.56, up 6.36% with a trading volume of 614,100 shares, totaling 1.233 billion yuan [1] - Conversely, Xinjing Intelligent (301112) saw a significant decline of 13.96%, closing at 52.27 with a trading volume of 121,400 shares, totaling 667 million yuan [2] - Other notable decliners included: - Maid Medical (688310) down 5.47% to 19.88 [2] - Guangyun Da (300227) down 5.32% to 9.96 [2] Capital Flow - The automation equipment sector experienced a net outflow of 1 billion yuan from institutional investors, while retail investors saw a net inflow of 704 million yuan [2] - The capital flow for specific stocks showed: - Huichuan Technology (300124) had a net inflow of 95.57 million yuan from institutional investors [3] - Weichuang Electric (688698) saw a net inflow of 78.95 million yuan from institutional investors [3] - Jietong Technology (603025) had a net inflow of 41.88 million yuan from institutional investors [3]