洲明科技（300232）公告，控股股东、实际控制人林洺锋计划在2025年7月29日至2025年10月28日期 间，以大宗交易方式减持公司股份不超过2172.2万股，占公司总股本比例1.99%，占公司扣除回购专用 账户股份后总股本比例2.00%。 ...

公司于近日收到公司控股股东、实际控制人、董事长、总经理林洺锋先生出 具的《关于股份减持计划的告知函》，现将具体情况公告如下： 一、减持主体的基本情况 1、股东名称：林洺锋。 2、股东持股情况：截至本公告披露日，林洺锋先生持有公司股份268,973,418 股，占公司总股本的比例为24.65%，占公司扣除回购专用账户股份后总股本的比 例为24.77%。 证券代码：300232 证券简称：洲明科技 公告编号：2025-051 深圳市洲明科技股份有限公司 关于控股股东、实际控制人减持股份的预披露公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 特别提示： 持有深圳市洲明科技股份有限公司（以下简称"公司"）股份268,973,418股 （占公司总股本的比例为24.65%，占公司扣除回购专用账户股份后总股本的比例 为24.77%）的公司控股股东、实际控制人、董事长、总经理林洺锋先生计划在自 本公告披露之日起15个交易日后的3个月内，即2025年7月29日至2025年10月28日， 以大宗交易方式减持公司股份不超过21,722,009股（占公司总股本比例1.99%，占 ...

深圳市洲明科技股份有限公司（以下简称"公司"）分别于2025年4月2日、 2025年4月18日召开了第五届董事会第二十二次会议、2025年第一次临时股东大 会，审议通过了《关于深圳市洲明科技股份有限公司第六期员工持股计划（草案） 及其摘要的议案》、《关于深圳市洲明科技股份有限公司第六期员工持股计划管 理办法的议案》等相关议案，同意公司实施第六期员工持股计划并授权董事会全 权办理相关事宜，公司分别于2025年4月3日披露了《第六期员工持股计划（草案）》、 《第六期员工持股计划（草案）摘要》、《第六期员工持股计划管理办法》，于 2025年4月18日披露了《2025年第一次临时股东大会决议公告》（公告编号：2025- 011），分别于2025年4月22日、2025年5月30日披露了《关于第六期员工持股计 划的进展公告》（公告编号：2025-037、2025-046），具体内容详见公司披露于 中国证监会指定创业板信息披露网站巨潮资讯网（www.cninfo.com.cn）的相关公 告。 根据《关于上市公司实施员工持股计划试点的指导意见》、《深圳证券交 易所上市公司自律监管指引第2号——创业板上市公司规范运作》等法律法 ...

Group 1 - Shenzhen enterprises are actively engaging in overseas markets, with 14 institutions established in South Africa by the end of 2024 [2] - The Gauteng province is recognized as a commercial and industrial hub in South Africa, attracting Shenzhen companies for investment [2] - The Shenzhen Overseas Chinese Economic and Trade Delegation organized a meeting to address the challenges faced by Shenzhen enterprises in South Africa [1][2] Group 2 - During the meeting, companies like Mindray Medical proposed solutions for building smart hospitals in South Africa, suggesting a pilot project [4] - Other companies expressed needs for faster visa processing and improved security measures to enhance operational efficiency [4][5] - The Gauteng Growth and Development Agency committed to providing one-on-one services to assist companies in overcoming challenges [5] Group 3 - The meeting highlighted the growing interest of Shenzhen companies in the South African market, with many already making significant investments [6][8] - ZTE has been involved in the South African telecommunications sector since 2003, contributing to network planning and construction [7] - The Gauteng province is inviting more Shenzhen technology companies to invest in key projects, including renewable energy and smart city initiatives [7]

Core Insights - The polarized lens industry is experiencing significant growth driven by the rapid development of the consumer electronics sector, particularly in smartphones, tablets, and laptops, leading to increased demand for polarized lenses [1][11] - Government support for new materials industries, as outlined in the "Industrial Strategic Emerging Industries Classification Directory (2023)," is further propelling the development of the polarized lens industry [1][11] - The market size of the polarized lens industry has risen from 14.74 billion yuan in 2018 to 31 billion yuan, with expectations for continued growth as downstream application areas expand [1][11] Industry Overview - Polarized lenses, also known as polarizing filters, are used to eliminate direct light and enhance visual clarity, making them essential in various applications including eyewear, camera lenses, and LCD displays [3][11] - The industry has evolved through three stages: a nascent phase from 1995-1999, a startup phase from 2000-2010, and a high-growth phase from 2011 to present, with significant advancements in technology and market competitiveness [5][11] Industry Chain - The polarized lens industry chain consists of upstream raw materials (polarizing films, protective films, adhesive materials), midstream manufacturers who produce the final products, and downstream applications in eyewear, cameras, and electronic devices [7][11] Competitive Landscape - Domestic companies are enhancing their market competitiveness through technological innovation and industrial upgrades, although there remains a gap in high-end products compared to international leaders [13] - Key players in the industry include Ningbo Shanshan Co., Ltd., Hengmei Optoelectronics Co., Ltd., and Shenzhen Sanlipu Optoelectronics Co., Ltd., among others [13][15] Market Trends - The demand for polarized lenses is expected to grow as consumers increasingly prioritize health, safety, and fashion, with applications expanding into emerging fields like virtual reality and autonomous driving [21][22] - International demand for Chinese polarized lens products is rising, supported by the increasing recognition and competitiveness of Chinese brands in global markets [22] - Market concentration is anticipated to increase as leading companies expand production capacities, with Hengmei Optoelectronics planning to add 140 million square meters of polarized lens capacity by 2027 [24]

Group 1 - The booming night economy has become a symbol of urban vitality, with leading companies like Leyard, Unilumin, and Absen expanding into cultural tourism and night tours, despite facing challenges such as high accounts receivable due to local government financial constraints [1][2] - In 2025, the LED display industry is expected to face oversupply risks, leading to new price competition, while traditional manufacturers are controlling costs and penetrating the market to compete for existing market share, which is compressing profit margins across the industry [2][3] - The integration of culture, tourism, and nighttime activities through cultural tourism night tours enhances interactive experiences for visitors, showcasing traditional culture while providing diverse nighttime experiences [2] Group 2 - Leyard's chairman expressed optimism about the development of cultural tourism night tours, highlighting the significant market demand in urban renewal and scenic area upgrades, and the company's strategy to create an ecological cooperation circle to drive growth [3] - Government support is crucial for the development of the night economy, with measures in place to encourage nighttime cultural and tourism consumption, including upgrading lighting and night scenes in commercial areas [3] - Leyard's accounts receivable stood at approximately 3.28 billion yuan, with a significant portion attributed to cultural tourism projects, leading to a provision for bad debts of about 168 million yuan in 2025 [4] Group 3 - The accounts receivable situation is concerning for both LED display companies and scenic area operators, with significant amounts owed by local government entities impacting cash flow and financial health [5][6] - The increasing total of overdue accounts and lengthening payment terms in the cultural tourism night tour sector highlight the critical role of "party A" companies' payment capabilities and willingness [6] - Recommendations include enhancing judicial penalties for overdue payments and establishing a credit evaluation system to improve the payment environment and address the issue of delayed payments [6]

Core Viewpoint - The establishment of the "Chinese Excellent Traditional Culture Model" project aims to integrate advanced technology with cultural heritage, promoting the revival and digital transformation of traditional Chinese culture through AI and digital assets [1][4]. Group 1: Company Overview - Shenzhen Absen Technology Co., Ltd. was founded in 2004 and has grown to become a leader in the global LED display, stage art, virtual filming, and XR immersive experience sectors [2]. - The company has a significant market share in the virtual filming and XR fields, providing support for major films such as "The Mandalorian," "Barbie," and "The King of the Sky" [2]. Group 2: Industry Impact - The collaboration between Absen Technology and Zhejiang University is expected to leverage academic resources and practical experience to create a digital cultural asset framework, transforming traditional cultural treasures into computable and regenerable digital assets [3][4]. - The project aims to generate AI image works that embody traditional cultural values while incorporating modern expressions, thus revitalizing cultural heritage [4]. Group 3: Event Significance - The launch event signifies a strategic partnership aimed at fostering innovation in the cultural sector, highlighting the importance of technology in the development of the arts in Zhejiang [3][4]. - The initiative addresses the contemporary challenge of bringing historical artifacts and cultural assets to life through modern technology, emphasizing the responsibility of the industry to preserve and promote cultural heritage [3].

Core Viewpoint - The innovative dual-sided screen developed by Shenzhen-based company, Unilumin Technology, has gained significant attention on social media, showcasing the power of "hard technology" in enhancing consumer experiences in urban settings [1][3]. Group 1: Product Innovation - The UslimS2 series, designed specifically for high-level transportation hubs, has achieved breakthroughs in weight, safety, and energy consumption, demonstrating how "hard technology" can elevate consumer, cultural, and entertainment experiences [3][4]. - The product's weight has been reduced by over 40%, thickness compressed to 48.2 mm, and energy consumption lowered by 45%, while passing multiple safety tests including fire, shock, and drop resistance [5][4]. - The design incorporates features such as a heat dissipation system, anti-short circuit circuits, and a magnetic module that does not attract dust, ensuring reliability in high-traffic environments [5][10]. Group 2: Market Response and Expansion - Following the identification of customer needs in February 2023, the project was initiated in April, with the first sample completed by July 2023, and deployment scheduled for 2024 at the Baoan Airport departure hall [7][8]. - The product has attracted procurement interest from various transportation hubs across the country, indicating a strong market demand for high-end transportation solutions [7][11]. Group 3: Industry Positioning and Strategy - Unilumin Technology has transitioned from merely selling products to offering comprehensive system solutions, reflecting a shift in customer expectations towards integrated solutions that perfectly fit specific scenarios [10][8]. - The company invests 5% of its annual revenue in R&D, with nearly 20% of its workforce dedicated to research, enabling it to respond swiftly to market demands and introduce over 10 new products each year [10][12]. - The rise of Unilumin Technology is part of a broader trend in Baoan, where local manufacturers are achieving technological breakthroughs and brand premiumization, contributing to the region's shift from "manufacturing" to "intelligent manufacturing" [11][12].

证券代码：300232 证券简称：洲明科技 公告编号：2025-049 深圳市洲明科技股份有限公司 关于全资子公司为其控股子公司提供担保的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 注册地址：9232 ETON AVE CHATSWORTH CA 91311，USA 一、担保情况概述 深圳市洲明科技股份有限公司（以下简称"公司"）全资子公司深圳市雷迪奥 视觉技术有限公司（以下简称"雷迪奥"）的控股子公司ROE VISUAL US,INC.拟 向合作银行申请总额人民币5,000万元的授信额度，授信期限为12个月，雷迪奥拟 为上述ROE VISUAL US,INC.向合作银行申请总额人民币5,000万元的授信额度 提供连带责任保证担保。 本次公司全资子公司雷迪奥为其控股子公司ROE VISUAL US,INC.提供担 保是为满足其日常业务进一步的发展需要，担保对象为公司合并报表范围内的控 股子公司，风险可控，符合公司利益，不会对公司的正常运作和业务发展产生不 利影响。根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公 司自律监管指引第2号—— ...

证券代码：300232 证券简称：洲明科技 公告编号：2025-048 深圳市洲明科技股份有限公司 关于公司履行担保责任的进展公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 一、情况概述 1、买方信贷担保审批情况 深圳市洲明科技股份有限公司（以下简称"公司"）于 2022 年 4 月 26 日召开 第四届董事会第三十六次会议、第四届监事会第三十一次会议，于 2022 年 5 月 20 日召开 2021 年年度股东大会，审议通过了《关于 2022 年度公司为客户提供 买方信贷担保的议案》，同意公司及全资子公司中山市洲明科技有限公司（以下 简称"中山洲明"）与合作银行开展买方信贷业务，公司、中山洲明预计向买方提 供累计金额不超过 5 亿元人民币的买方信贷担保，在上述额度内可滚动使用。具 体内容详见公司披露于中国证监会指定创业板信息披露网站巨潮资讯网 （www.cninfo.com.cn）的《关于为客户提供买方信贷担保的公告》（公告编号： 2022-026）。 2、安徽黑洞买方信贷业务情况 公司于 2022 年 4 月 18 日与中国银行股份有限公司深圳福永支 ...