证券代码：300303 证券简称：聚飞光电 公告编号：2026-009 深圳市聚飞光电股份有限公司 2025年度业绩快报 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。 注：上表数据为公司合并报表数据。 二、经营业绩和财务状况情况说明 （一）、报告期的经营情况、财务状况及影响经营业绩的主要因素 特别提示： 本公告所载2025年度的财务数据仅为初步核算数据，未经会计师事务所审计， 与年度报告中披露的最终数据可能存在差异，请投资者注意投资风险。 一、2025年度主要财务数据和指标 1 单位：万元 项目 本报告期 上年同期 增减变动幅度 营业总收入 344,931.70 305,343.13 12.97% 营业利润 33,792.65 37,656.92 -10.26% 利润总额 34,144.67 37,600.94 -9.19% 归属于上市公司股东 的净利润 30,578.10 33,961.75 -9.96% 扣除非经常性损益后 的归属于上市公司股 东的净利润 20,422.40 24,350.14 -16.13% 基本每股收益（元） 0.22 0.25 -1 ...

证券代码：300303 证券简称：聚飞光电 公告编号：2026-008 深圳市聚飞光电股份有限公司 关于控股股东办理股票质押式回购的公告 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。 深圳市聚飞光电股份有限公司（以下简称"公司"）近日接到控股股东、实 际控制人之一邢美正先生的通知，获悉其部分公司股份于近日办理了股票质押业 务，相关手续已办理完毕。具体事项如下： 二、股东股份累计质押情况 三、股东股份累计质押情况（续） | 股东名称 | 持股数量 | 持股比例 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | | | | | 已质押股份限 | 占已质押 | 未质押股份限 | 占未质押股份比 | | | | | 售和冻结数量 | 股份比例 | 售和冻结数量 | 例 | | 邢美正 | 109,451,644 | 7.78% | 57,320,000 | 100.00% | 24,768,733 | 47.51% | | 李晓丹 | 43,251,643 | 3.08% | ...

Summary of Micro LED CPO Conference Call Industry Overview - The discussion centers around the Micro LED CPO (Chip-on-Board) technology within the LED industry, particularly its potential as a solution for high-speed data transmission in the context of the rising demand driven by generative AI applications [1][2]. Core Insights and Arguments - **Energy Efficiency**: The Micro LED CPO solution significantly reduces energy consumption, achieving a transmission energy cost that is only 5% of that of traditional copper cable solutions. This energy-saving advantage positions Micro LED CPO as a potential alternative for optical interconnects [1]. - **Market Reaction**: The announcement has led to a surge in stock prices for several LED companies, indicating strong market interest and optimism regarding the benefits of Micro LED technology in the AI industry [1]. - **Technological Advancement**: Micro LED CPO is based on advanced CPO packaging technology, which promises higher interconnection speeds, greater integration, and lower power consumption, aligning well with the future needs of AI supercomputing clusters [2]. - **Development Timeline**: The technology is expected to gradually enter the implementation phase after 2027, as the industry matures and the technology overcomes current developmental challenges [2]. Additional Important Points - **Current Development Stage**: Micro LED technology is still in the early stages of research and development, facing challenges related to the performance of Micro LED chips, including switching frequency, lifespan, and optical coupling precision. Upgrades to substrate materials are also necessary [2]. - **Collaboration in R&D**: Leading domestic manufacturers are beginning to collaborate with downstream customers for joint research and sample testing, which is crucial for advancing the technology [2]. - **Investment Opportunities**: The report highlights specific companies that are expected to benefit from the Micro LED CPO upgrade, including Huacan Optoelectronics, Zhaochi Co., New Yichang, Sanan Optoelectronics, Jufei Optoelectronics, Jucan Optoelectronics, and Qianzhao Optoelectronics [2].

证券代码：300303 证券简称：聚飞光电 公告编号：2026-007 深圳市聚飞光电股份有限公司 3、公司股票价格自 2026 年 2 月 26 日以来累计涨幅为 61.68%，短期涨幅高 于同期行业及创业板综指，敬请广大投资者理性投资，注意投资风险。 一、股票交易异常波动基本情况 深圳市聚飞光电股份有限公司（以下简称"公司"）股票交易价格连续两个 交易日内（2026 年 3 月 4 日、2026 年 3 月 5 日）收盘价格涨幅偏离值累计达到 30%，根据深圳证券交易所相关规定，属于股票交易异常波动的情况。 二、公司关注及核实情况 针对股票交易异常波动，公司董事会通过问询方式，对公司控股股东、实际 控制人、公司董事及高级管理人员就相关问题进行了核实： 1、公司前期披露的信息不存在需要更正、补充之处。 股价异动公告 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、深圳市聚飞光电股份有限公司股票交易价格连续两个交易日内（2026 年 3 月 4 日、2026 年 3 月 5 日）收盘价格涨幅偏离值累计达到 30%，根据深圳证券 交易所相关规定， ...

证券代码：300303 证券简称：聚飞光电 公告编号：2026-006 注：上述持股比例以 2026 年 3 月 4 日公司总股本 1,416,805,527 股剔除 2026 年 2 月 28 日披露的公司回购专用证券账户持有的股份 10,854,100 股后的 1,405,951,427 股计算。 五、控股股东质押的股份是否存在平仓风险 本次股份质押交易事项不会对公司生产经营、公司治理产生影响，不涉及业 绩补偿义务。邢美正先生具备良好的资信状况、履约能力，质押的本公司股份目 前不存在平仓风险，未来股份变动如达到《公司法》、《上市公司收购管理办法》 等规定的相关情形的，公司将严格按照有关规定，及时履行信息披露义务。 深圳市聚飞光电股份有限公司 关于控股股东办理股票质押式回购及解除质押的公告 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。 深圳市聚飞光电股份有限公司（以下简称"公司"）近日接到控股股东、实 际控制人之一邢美正先生的通知，获悉其部分公司股份于近日办理了股票解除质 押及质押业务，相关手续已办理完毕。具体事项如下： 三、股东股份累计质押情况 1 股东 ...

Market Overview - On March 5, A-shares saw all three major indices rise, with the Shanghai Composite Index increasing by 0.64% to 4108.57, the Shenzhen Component Index rising by 1.23% to 14088.84, and the ChiNext Index up by 1.66% to 3216.94 [1][2]. Sector Performance - The optical electronics, power grid equipment, education, and MicroLED sectors led the gains, while the oil, gas, and precious metals sectors experienced declines [2]. - MicroLED concept stocks saw a surge, with several stocks hitting the daily limit, including Jucan Optoelectronics (+20.04%), Huacan Microelectronics (+20.02%), and Aibisen (+20.00%) [3][4]. Stock Movements - The oil sector faced significant losses, with stocks like Beiken Energy (-9.66%), Keli Co. (-9.22%), and Blue Flame Holdings (-9.08%) dropping over 9% [6]. - The total trading volume in the Shanghai and Shenzhen markets reached 2.39 trillion yuan, an increase of 242 billion yuan from the previous trading day, with over 4000 stocks rising [6]. Capital Flow - Major capital inflows were observed in the power equipment, electronics, and machinery sectors, while outflows were noted in non-ferrous metals, oil and petrochemicals, and agriculture [9]. - Specific stocks such as Xinyi Sheng and Shanghai Electric saw net inflows of 4.496 billion yuan and 2.45 billion yuan, respectively [10]. Institutional Insights - CITIC Securities highlighted that the US-Iran situation has become a new source of volatility, suggesting short-term speculation on oil and gold [12]. - Everbright Securities emphasized the importance of resource allocation opportunities in the short term [13]. - Tianfeng Securities noted the ongoing advancement in the AI sector and the potential for valuation recovery in gaming and media leading companies [14].

Group 1 - The LED industry index experienced a significant surge, rising over 10% in early trading, with multiple stocks hitting the 20% limit-up, indicating strong market interest and momentum [2][4][6] - TrendForce's latest survey highlights the increasing demand for high-speed data transmission in data centers due to the rise of generative AI, with Micro LED CPO solutions showing a potential to reduce overall energy consumption to 5% of that of copper cable solutions [2][6] - The shift towards "optical over copper" is accelerating as traditional copper cables are found to have energy consumption exceeding 10 pJ/bit, prompting the industry to adopt more energy-efficient technologies [6] Group 2 - Major companies are actively positioning themselves in the optical communication and interconnect sectors, with Microsoft launching the MOSAIC architecture and Credo acquiring Hyperlume to enhance their optical interconnect capabilities [6] - The market is expected to push data transmission specifications from 400 Gbps to 800 Gbps and 1.6 Tbps by 2025, reflecting a growing trend towards higher transmission rates [6] - The overall market sentiment remains optimistic despite external pressures, with analysts noting that liquidity issues may have eased, but oil prices continue to pose potential risks to specific sectors and consumer confidence [8][9]

Market Overview - The A-share market showed a strong upward trend in the morning, with the Shenzhen Component Index rising over 1% and the ChiNext Index increasing by more than 3% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.55 trillion yuan, a decrease of 91.8 billion yuan compared to the previous trading day [1][7] - Over 4,500 stocks in the market experienced gains, indicating broad market participation [1] Sector Performance - The MicroLED concept saw a collective surge, with over twenty constituent stocks hitting the daily limit, including Huacan Optoelectronics and Jucan Optoelectronics, both reaching a 20% limit up [1] - The electric grid equipment sector continued its strong performance, with China West Electric hitting a historical high and stocks like Hancable and Jicheng Electronics achieving consecutive limit ups [1] - The CPO concept maintained its strength, with Kaige Precision Machinery rising nearly 10% to set a new historical high [1] - Quantum technology stocks were active, with Shenzhou Information hitting the daily limit [1] - The controllable nuclear fusion concept also gained momentum, with China Nuclear Engineering and Baili Electric both reaching the daily limit [1] Decline in Specific Stocks - Oil and gas stocks weakened, with companies like Quanyou Co., Water Development Gas, and Blue Flame Holdings hitting the daily limit down [2] Closing Statistics - At the close, the Shanghai Composite Index rose by 0.84%, the Shenzhen Component Index increased by 1.67%, and the ChiNext Index gained 2.43% [3][4] - The market sentiment was bullish, with 85.34% of users expressing a positive outlook [5] Trading Data - The market recorded 4,537 stocks rising, 877 stocks declining, and 72 stocks hitting the daily limit up, while 6 stocks hit the daily limit down [6] - The trading volume was noted at 1.55 trillion yuan, with a predicted volume of 2.34 trillion yuan for the next trading day [7]

Group 1 - The LED industry index experienced a significant surge, rising over 10% in early trading, with multiple stocks hitting the 20% limit-up, including Lehman Optoelectronics and others [1][3] - TrendForce's latest survey indicates that the demand for high-speed data transmission in data centers is increasing due to the rise of generative AI, with Micro LED CPO solutions offering a substantial reduction in energy consumption compared to traditional copper cable solutions [1][3] - The Micro LED CPO solution's unit transmission energy consumption is projected to be only 5% of that of copper cable solutions, positioning it as a potential alternative for optical interconnects [3] Group 2 - Global supply chains are actively positioning themselves in the optical communication and interconnect sectors, with companies like Microsoft and Credo enhancing their capabilities through new technologies [4] - The market is witnessing a shift towards higher data transmission rates, with specifications moving from 400 Gbps to 800 Gbps and 1.6 Tbps, driven by cloud service providers [3]

Summary of Key Points from Conference Call Industry Overview - The strongest sector in the market is the oil and gas industry, with multiple companies showing significant performance [1] - Key players in the oil and gas sector include: - Water Development Oil and Gas (3 boards) - Intercontinental Oil and Gas (2 boards) - Zhun Oil Co. (2 boards) - Sinopec Oilfield Services (2 boards) - China National Petroleum Corporation (2 boards) [1][1][1] Sector Analysis - **Oil and Gas**: - Major companies include Tongyuan Petroleum, Intercontinental Oil and Gas, Water Development Gas, Zhongman Petroleum, Zhun Oil Co., Sinopec Oilfield Services, Beiken Energy, Blue Flame Holdings, and China National Petroleum [1] - **Shipping**: - Key players are COSCO Shipping Energy Transportation, China Merchants Jinling Shipyard, Ningbo Shipping, China Merchants Industry, and Nanjing Port [1] - **Photovoltaic Energy Storage**: - Notable companies include Airo Energy, Deyue Co., Shouhang New Energy, GCL-Poly Energy, Oujing Technology, Goodwe, and Guosheng Technology [1] - **Optical Communication**: - Companies mentioned include Huasheng Chang, Huilv Ecology, Tongding Interconnection, Jufei Optoelectronics, Robotech, Tengjing Technology, Huagong Technology, and Yuanjie Technology [2] - **Coal Chemical**: - Key players are Jinniu Chemical, Luohua Technology, Chitianhua, Baofeng Energy, China Coal Energy, and Lutianhua [2] - **Gold**: - Companies include Xiaocheng Technology, Western Gold, and Mankalon [2] - **Agriculture**: - Notable companies are Yasheng Group, Qiule Seed Industry, Kangnong Seed Industry, Shennong Seed Industry, and Quanyin High-Tech [2] - **Electric Power**: - Specific companies were not detailed in the provided content [2] Additional Insights - The market shows a diverse range of sectors with significant activity, particularly in oil and gas, which is currently the strongest sector [1] - The presence of multiple companies across various sectors indicates a robust market environment with potential investment opportunities [1][2]