| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300120 | 经纬辉开 | 11.48 | -6.82% | 135.08万 | | 15.61亿 | | 002289 | *ST宇顺 | 35.36 | -5.00% | 3.39万 | 1.21亿 | | | 300076 | GQY视讯 | 6.52 | -3.69% | 34.57万 | | 2.24亿 | | 002952 | 亚世光电 | 20.86 | -1.18% | 6.68万 | | 1.39亿 | | 603703 | 盛洋科技 | 11.96 | -1.16% | 45.68万 | | 5.53 Z | | 300708 | 聚灿光电 | 9.41 | -0.84% | 57.13万 | | 5.38亿 | | 002808 | *ST恒久 | 5.32 | -0.75% | 5.98万 | 3157.58万 | | | 300389 | 文比森 | 19.21 | -0.41% | 34.16万 | ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 大成中证360互联网+指数A（002236）成立日期2016年2月3日，最新规模6.98亿。今年以来收益 31.72%，同类排名1303/4218；近一年收益47.33%，同类排名423/3868；成立以来收益210.67%。 大成中证360互联网+指数A（002236）基金经理为夏高。 截至发稿，夏高累计任职时间10年323天，现任基金资产总规模22.6亿元，任职期间最佳基金回报 204.96%， 任职期间最差基金回报-71.74%。 10月21日，瑞丰光电涨5.07%，截至发稿，报5.80元/股，成交1.23亿元，换手率3.71%，总市值40.60亿 元。 资料显示，深圳市瑞丰光电子股份有限公司位于广东省深圳市光明区玉塘街道田寮社区融汇路与同观路 交汇处瑞丰光电大厦1栋1601，成立日期2000年1月24日，上市日期2011年7月12日，公司主营业务涉及 LED封装技术的研发和LED封装产品制造、销售,提供从LED封装工 ...

Core Viewpoint - 瑞丰光电's stock price has shown fluctuations, with a recent increase of 2.12% and a total market value of 4.046 billion yuan, indicating active trading and investor interest [1] Company Overview - 瑞丰光电, established on January 24, 2000, and listed on July 12, 2011, specializes in LED packaging technology and products, providing comprehensive solutions from design to integration [1] - The company's main revenue sources are LED products (86.89%), electronic paper products (10.51%), and other products (2.60%) [1] Financial Performance - For the first half of 2025, 瑞丰光电 reported a revenue of 842 million yuan, representing a year-on-year growth of 19.06%, and a net profit attributable to shareholders of 30.9028 million yuan, up 32.45% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 107 million yuan, with 20.5857 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, 瑞丰光电 had 38,200 shareholders, a decrease of 5.14% from the previous period, with an average of 15,091 circulating shares per shareholder, an increase of 6.32% [2] - The top ten circulating shareholders include 大成中证360互联网+指数A, holding 2.6644 million shares, which increased by 1,200 shares compared to the previous period [3]

北京市中伦（深圳）律师事务所 关于深圳市瑞丰光电子股份有限公司 2025 年第二次临时股东会的 法律意见书 致：深圳市瑞丰光电子股份有限公司 北京市中伦（深圳）律师事务所（以下简称本所）接受深圳市瑞丰光电子股 份有限公司（以下简称贵公司）的委托，就贵公司 2025 年第二次临时股东会（以 下简称本次股东会）召开的有关事宜，根据《中华人民共和国公司法》（2023 修订）（以下简称《公司法》）、中国证券监督管理委员会发布的《上市公司股 东会规则》（以下简称《股东会规则》）等法律、法规、规章及贵公司现行有效 的《深圳市瑞丰光电子股份有限公司章程》（以下简称《公司章程》）的有关规 定，出具本法律意见书。 贵公司已向本所律师保证和承诺，其所提供的所有文件正本及副本均为真实、 完整、有效，贵公司已向本所律师披露一切足以影响本法律意见书出具的事实和 文件，且无任何隐瞒、疏漏之处。 为出具本法律意见之目的，本所委派律师（以下简称本所律师）列席了贵公 司本次股东会，并根据现行法律、法规的有关规定及要求，按照律师行业公认的 业务标准、道德规范和勤勉尽责精神，对贵公司提供的与本次股东会召开有关的 1 据此，本所律师认为，本次股东会 ...

证券代码：300241 证券简称：瑞丰光电 公告编号：2025-057 深圳市瑞丰光电子股份有限公司 2025 年第二次临时股东会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会未出现增加、变更、否决议案的情形； 2、本次股东会不涉及变更以往股东会决议。 一、会议召开和出席情况 1、深圳市瑞丰光电子股份有限公司（以下简称"公司"）2025 年第二次临 时股东会以现场结合网络方式召开。现场会议于 2025 年 9 月 12 日下午 15：00 在深圳市光明区玉塘街道田寮社区融汇路与同观路交汇瑞丰光电大厦 1 栋 16F 会议室召开。网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间 为 2025 年 9 月 12 日上午 9:15-9:25，9:30-11:30 和 13:00-15:00。通过深圳证券交 易所互联网投票系统投票的具体时间为 2025 年 9 月 12 日上午 9:15 至下午 15:00 的任意时间。本次会议由公司董事会召集，本次股东会的召集、召开符合《中华 人民共和国公司法》以及《公司章程》的有关规 ...

Group 1 - The core viewpoint of the news is that Ruifeng Optoelectronics (300241.SZ) has reported an increase in institutional holdings, indicating growing investor interest [1] - As of August 27, 2025, a total of 20 institutional investors hold shares in Ruifeng Optoelectronics, with a combined holding of 18.9953 million shares, representing 2.75% of the total share capital [1] - The top ten institutional investors collectively hold 2.68% of the shares, with a notable increase of 1.75 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Dacheng CSI 360 Internet + Index A, has increased its holdings, while one fund, Huatai-PineBridge CSI 800 Index Enhanced A, has decreased its holdings [2] - Two new public funds have been disclosed this period, including Rongtong Quantitative Multi-Strategy Flexible Allocation Mixed A and Ping An CSI 2000 Enhanced Strategy ETF [2] - Three public funds have not been disclosed this period, including Huatai-PineBridge CSI 800 Index Enhanced A, Dongfanghong CSI 500 Index Enhanced Initiation A, and Xingyin CSI 1000 Index Enhanced A [2]

据证券之星公开数据整理，近期瑞丰光电（300241）发布2025年中报。截至本报告期末，公司营业总收 入8.42亿元，同比上升19.06%，归母净利润3090.28万元，同比上升32.45%。按单季度数据看，第二季 度营业总收入4.57亿元，同比上升20.94%，第二季度归母净利润341.96万元，同比下降78.34%。本报告 期瑞丰光电公司应收账款体量较大，当期应收账款占最新年报归母净利润比达1983.52%。 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。 证券之星价投圈财报分析工具显示： 业务评价：公司去年的ROIC为1.28%，近年资本回报率不强。公司业绩具有周期性。去年的净利率为 2.27%，算上全部成本后，公司产品或服务的附加值不高。从历史年报数据统计来看，公司近10年来中 位数ROIC为3.63%，中位投资回报较弱，其中最惨年份2019年的ROIC为-6.9%，投资回报极差。公司历 史上的财报非常一般，公司上市来已有年报13份，亏损年份2次，显示生意模式比较脆弱。 商业模式：公司业绩主要依靠研发及营销驱动。需要仔细研究 ...

Core Insights - The company reported a total revenue of 842 million yuan for the first half of 2025, marking a year-on-year increase of 19.06% and achieving three consecutive years of growth [1] - The net profit attributable to shareholders reached 30.90 million yuan, reflecting a year-on-year increase of 32.45% and two consecutive years of growth [1] - The company experienced a negative cash flow from operating activities amounting to -15.69 million yuan [1] Financial Performance - The latest asset-liability ratio stands at 40.17% [3] - The gross profit margin is reported at 23.40%, ranking 24th among disclosed peers [3] - The return on equity (ROE) is 1.42%, with a year-on-year increase of 0.31 percentage points, ranking 27th among peers [3] - The diluted earnings per share (EPS) is 0.05 yuan, up by 32.26% year-on-year, achieving two consecutive years of growth [3] - The total asset turnover ratio is 0.24 times, reflecting a year-on-year increase of 16.21% and three consecutive years of growth [3] - The inventory turnover ratio is 1.29 times, with a year-on-year increase of 14.28% [3] Shareholder Structure - The number of shareholders is 38,200, with the top ten shareholders holding 182 million shares, accounting for 26.32% of the total share capital [3] - The largest shareholder, Gong Weibin, holds 21.75% of the shares [3]

Group 1 - The core viewpoint of the article highlights that Ruifeng Optoelectronics (SZ 300241) held its 22nd meeting of the fifth board on August 25, 2025, to review the semi-annual report for 2025 [1] - For the year 2024, Ruifeng Optoelectronics reported that LED packaging accounted for 87.89% of its revenue, while other industries contributed 12.11% [1] - As of the report, Ruifeng Optoelectronics has a market capitalization of 4.6 billion yuan [1] Group 2 - The article mentions a significant growth opportunity in the pet industry, which is projected to reach a market size of 300 billion yuan, leading to a surge in stock prices for related companies [1]

Core Viewpoint - Shenzhen Ruifeng Optoelectronics Co., Ltd. has announced amendments to its articles of association, which will be reviewed at the second extraordinary general meeting of shareholders in 2025. The revisions impact the company's organizational structure, share management, and shareholder rights [1]. Group 1: Company Basic Information and Rights Protection Adjustments - The revised articles now include "employees" as a subject for rights protection, reflecting the company's emphasis on employee rights. The registered capital has been adjusted from 686,211,103 yuan to 699,978,960 yuan, indicating a change in the company's scale [2]. Group 2: Changes in Share Issuance and Management - The principle of share issuance has been updated from "each share of the same type shall have equal rights" to "each share of the same category shall have equal rights." The number of issued shares has been adjusted from 686,211,103 shares to 699,978,960 shares, all of which are ordinary shares. Additionally, a new prohibition on "advance funding" for acquiring shares has been added, with specified responsibilities for directors and senior management in case of violations causing losses to the company [3]. Group 3: Amendments Related to Shareholders and Shareholder Meetings - The term "shareholders' meeting" has been uniformly revised to "shareholders' assembly." New circumstances under which resolutions may not be established have been added, such as failure to convene a shareholders' meeting or board meeting. The amendments clarify that minor procedural defects that do not materially affect the resolutions are exempt. Furthermore, regulations regarding the pledging and transfer of company shares by controlling shareholders and actual controllers have been introduced, requiring them to maintain control and operational stability of the company [4]. Group 4: Board of Directors and Independent Director Responsibilities - The board of directors will consist of 7 members, including 3 independent directors and 1 chairman, with the option to appoint a vice chairman. A new chapter on independent directors has been added, detailing their qualifications, responsibilities, and special powers, such as conducting annual self-assessments of independence and the board's annual evaluations of independent directors [5]. Group 5: Senior Management and Financial System Regulations - Regulations regarding senior management specify that individuals holding positions other than directors or supervisors in the controlling shareholder's unit cannot serve as senior management in the company. The financial reporting timeline has been adjusted to require annual reports to be submitted within 4 months after the end of each fiscal year and semi-annual reports within 2 months after the end of the first half of each fiscal year [6].