格隆汇2月26日丨华灿光电(300323.SZ)公布，收到持股5%以上股东义乌和谐芯光股权投资合伙企业（有 限合伙）（简称"和谐芯光"）出具的《关于减持公司股份触及1%的告知函》，获悉其在2026年1月19日 至2026年2月25日，通过集中竞价的方式合计减持公司股份1513.94万股，本次变动触及1%的整数倍。 ...

格隆汇2月26日丨华灿光电(300323.SZ)公布，收到持股5%以上股东义乌和谐芯光股权投资合伙企业（有 限合伙）（简称"和谐芯光"）出具的《关于减持公司股份触及1%的告知函》，获悉其在2026年1月19日 至2026年2月25日，通过集中竞价的方式合计减持公司股份1513.94万股，本次变动触及1%的整数倍。 ...

关于持股5%以上股东减持股份触及1%整数倍的公告 证券代码：300323 证券简称：华灿光电 公告编号：2026-004 京东方华灿光电股份有限公司 股东义乌和谐芯光股权投资合伙企业（有限合伙）保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 京东方华灿光电股份有限公司（以下简称"公司"）收到持股5%以上股东义乌和谐芯光 股权投资合伙企业（有限合伙）（以下简称"和谐芯光"）出具的《关于减持公司股份触及 1%的告知函》，获悉其在2026年1月19日至2026年2月25日，通过集中竞价的方式合计减持 公司股份15,139,400股，本次变动触及1%的整数倍。现将具体情况公告如下： 合 计 1,513.9400 0.93 本次权益变动方式（可多 选） 通过证券交易所的集中交易 √ 通过证券交易所的大宗交易 □ 其他 □（请注明） 3. 本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 股份性质 本次变动前持有股份 本次变动后持有股份 股数(万股) 占总股本比例 (%) 股数(万股) 占总股本比例 (%) ...

融券方面，华灿光电2月25日融券偿还8400.00股，融券卖出700.00股，按当日收盘价计算，卖出金额 6020.00元；融券余量5900.00股，融券余额5.07万元，低于近一年10%分位水平，处于低位。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 资料显示，京东方华灿光电股份有限公司位于湖北省武汉市东湖开发区滨湖路8号，成立日期2005年11 月8日，上市日期2012年6月1日，公司主营业务涉及LED芯片、LED外延片、蓝宝石衬底及第三代半导 体化合物GaN电力电子器件的研发、生产和销售。主营业务收入构成为：其他55.73%，LED芯片 38.29%，LED衬底片5.98%。 2月25日，华灿光电涨1.65%，成交额1.80亿元。两融数据显示，当日华灿光电获融资买入额1884.61万 元，融资偿还2173.89万元，融资净买入-289.28万元。截至2月25日，华灿光电融资融券余额合计8.54亿 元。 截至9月30日，华灿光 ...

经济观察网 2026年2月24日，华灿光电融资融券数据引发关注。当日报道显示，2月13日公司融资买入 1185.55万元，融资偿还2734.39万元，融资净卖出1548.84万元；融资余额8.48亿元，占流通市值 11.65%，超过近一年90%分位水平，处于高位。融券余量1.45万股，融券余额12.01万元，处于低位。该 数据反映市场资金情绪，融资余额高位可能暗示投资者杠杆参与度较高。 机构对华灿光电关注度一般，最新舆情偏中性。3家机构预测2025年净利润为8900万元，同比增长 120.94%；2026年预测净利润3.68亿元，同比增长313.48%。当前无近期调研或评级变动，盈利改善预期 主要基于行业景气度及公司业务调整。 以上内容基于公开资料整理，不构成投资建议。 近一周（截至2026年2月24日），华灿光电股价表现活跃。2月24日单日上涨2.29%，收盘价8.47元，振 幅3.50%，成交金额1.60亿元，换手率2.14%。5日累计涨跌幅为-1.97%，但当日跑赢电子板块（涨 1.55%）和光学光电子板块（涨2.33%）。资金流向显示主力净流出416.13万元，散户资金呈净流入。技 术面显示股价处于震 ...

Core Viewpoint - Guangdong Zhongtu Semiconductor Technology Co., Ltd. (Zhongtu Technology) is making a second attempt to launch an IPO on the Sci-Tech Innovation Board after nearly four years, despite facing challenges such as declining product prices and significant cash flow volatility [1][4]. Group 1: Company Overview - Zhongtu Technology specializes in the research, production, and sales of patterned substrate materials required for Gallium Nitride (GaN) epitaxy, with key products including 2 to 6-inch patterned sapphire substrates (PSS) and 4 to 6-inch patterned composite material substrates (MMS) [2][3]. - The company was established at the end of 2013 and completed its shareholding reform in September 2020, initially attempting to go public in March 2021 with a fundraising target of 1.003 billion yuan [2]. Group 2: Financial Performance - From 2022 to the first half of 2025, Zhongtu Technology reported revenues of 1.063 billion yuan, 1.208 billion yuan, 1.15 billion yuan, and 532 million yuan, with net profits of 42.2 million yuan, 74.4 million yuan, 94.5 million yuan, and 42.1 million yuan respectively [5]. - The average selling price of PSS decreased from 71.26 yuan to 52.79 yuan, and MMS from 75.55 yuan to 56.4 yuan during the same period, indicating a significant price drop in core products [5][6]. Group 3: Cash Flow and Financial Stability - Zhongtu Technology experienced significant cash flow volatility, with net cash flow from operating activities totaling -283 million yuan over the past three and a half years [6]. - The company’s accounts receivable and inventory levels have been high, with accounts receivable reaching 493 million yuan and inventory at 736 million yuan by the end of the reporting period [6]. Group 4: Customer and Supplier Concentration - The company has a high concentration of customers and suppliers, with over 80% of sales and purchases attributed to the top five customers and suppliers respectively [1][7]. - Notably, there is a complex relationship with its largest customer, HC Semitek, which also serves as a supplier, raising potential regulatory concerns regarding business independence and pricing fairness [7][8]. Group 5: IPO Plans and Use of Proceeds - In its upcoming IPO, Zhongtu Technology aims to raise 1.05 billion yuan, with plans to invest in projects related to Mini/Micro LED and automotive LED chip substrate industrialization, as well as to supplement working capital [3][4]. - The company has recently implemented a cash dividend of 20 million yuan, its first in nearly four years, which may attract regulatory scrutiny regarding the necessity of the fundraising and financial stability [4].

Group 1 - Company Sanwei Communication announced a partnership to establish a private equity fund with a total investment of 114 million yuan, with the company contributing 25 million yuan, focusing on high-tech industries such as smart manufacturing and new energy [1] - Zijin Mining plans to acquire 100% of Allied Gold Corporation for approximately 280 billion yuan, with core assets including gold mines in Mali and Ivory Coast, and an expected increase in gold production to 25 tons by 2029 [2] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of solvents annually for three years [3] Group 2 - China Aluminum International reported a new contract total of 468.36 billion yuan for 2025, a year-on-year increase of 51.94%, with significant growth in industrial and overseas contracts [4] - Jianxin Co. expects a net loss of 20 to 29 million yuan for 2025, compared to a profit of 19.37 million yuan in the previous year [5] - ST Dongjing anticipates a loss of 40 to 60 million yuan for 2025, an improvement from a loss of 73.45 million yuan in the previous year [6] Group 3 - Zhejiang Haideman plans to raise up to 1.517 billion yuan through a private placement for high-end machine tool projects [7] - Anlu Technology intends to raise up to 1.262 billion yuan for FPGA chip development projects [8][9] - AVIC Chengfei expects a net profit increase of 5.47% to 11.67% for 2025, projecting profits between 3.4 billion and 3.6 billion yuan [10] Group 4 - Hengtong Technology forecasts a net profit increase of 82.95% to 110.05% for 2025, with expected profits between 270 million and 310 million yuan [11] - Qingmu Technology anticipates a net profit increase of 30% to 50% for 2025, projecting profits between 118 million and 136 million yuan [13] - Zhongke Microelectronics expects a loss of 18 to 25 million yuan for 2025, marking a shift from profit to loss [14] Group 5 - Huashan Electric predicts a loss of 42 to 49.2 million yuan for 2025, compared to a loss of 26.77 million yuan in the previous year [15] - Qitian Technology expects a loss of 60 to 95 million yuan for 2025, an improvement from a loss of 214 million yuan in the previous year [16] - Sanyuan Gene announced a plan to reduce its shareholding by up to 2% [17] Group 6 - Zhongxing Junye forecasts a net profit increase of 134.32% to 173.37% for 2025, with expected profits between 300 million and 350 million yuan [18] - Shengshi Technology anticipates a net profit decrease of 50.26% to 64.55% for 2025, projecting profits between 62 million and 87 million yuan [19] - Lante Optical expects a net profit increase of 70.04% to 81.38% for 2025, with projected profits between 375 million and 400 million yuan [20] Group 7 - Dongfang Risen anticipates a loss of 2.3 to 2.9 billion yuan for 2025, compared to a loss of 3.436 billion yuan in the previous year [21] - Wandong Medical announced a change in leadership, electing Wang Jianguo as the new chairman [22] - Longsoft Technology expects a loss of 49 to 60 million yuan for 2025, with projected revenues between 148 million and 164 million yuan [23] Group 8 - Zongyi Co. forecasts a net profit increase of approximately 264.05% for 2025, with expected revenues of around 480 million yuan [24] - Sifang New Materials anticipates a loss of around 300 million yuan for 2025, with projected revenues of about 1 billion yuan [25] - Jiuding New Materials plans to acquire 100% of Jiuding New Energy for 39.51 million yuan [26] Group 9 - Kangyuan Pharmaceutical received approval for clinical trials of a new drug aimed at treating children's ailments [27] - Kaipu Testing announced plans for share reductions by its chairman and vice president [28] - Fengfan Co. intends to acquire 51% of Yanling Jiaye for 382.5 million yuan, with performance commitments for the next three years [29][30] Group 10 - Axin Security received a government subsidy of 6.8 million yuan [31] - Ge Microelectronics announced plans for a share reduction by a major shareholder [32] - ST Yingfit expects a loss of 24 to 31 million yuan for 2025, a reduction from a loss of 40.4 million yuan in the previous year [33] Group 11 - Fujilai forecasts a net profit increase of 282.17% to 296.8% for 2025, with expected profits between 62.7 million and 65.1 million yuan [34] - Huakong Saige anticipates a loss of 97 to 120 million yuan for 2025, a shift from a profit of 17.03 million yuan in the previous year [35] - Landun Optical expects a loss of 70 to 95 million yuan for 2025, compared to a profit of 6.49 million yuan in the previous year [36] Group 12 - ST Zhongji forecasts a loss of 35 to 55 million yuan for 2025, compared to a loss of 231 million yuan in the previous year [37] - Zhongsheng Pharmaceutical expects a profit of 260 to 310 million yuan for 2025, reversing a loss of 299 million yuan in the previous year [38] - Youkeshu reported a net loss of 13.85 million yuan for the first three quarters of 2025 [39] Group 13 - Haosheng Electronics anticipates a net profit decrease of 56.85% to 59.77% for 2025, projecting profits between 69 million and 74 million yuan [40] - Xiangyuan Cultural Tourism plans to withdraw from a low-altitude economic investment fund [41] - Guoen Co. has set a preliminary price range of 34 to 42 HKD for its H-share issuance [42]

Core Viewpoint - Huazhan Optoelectronics (300323.SZ) expects a loss of 530 million to 370 million yuan in 2025, with a non-recurring loss projected between 720 million and 560 million yuan. Despite this, the company's operational performance has improved year-on-year due to strategic development and increased market share [1]. Group 1 - The company has implemented its development strategy, resulting in the release of new production capacity and a continuous increase in market share, leading to steady revenue growth [1]. - The company has consistently improved operational efficiency, reduced production costs, and optimized product structure, which has increased the proportion of high-margin products and improved gross margin year-on-year [1].

Group 1 - The company Huazhan Optoelectronics (300323.SZ) has disclosed its performance forecast for the year 2025, expecting a net loss attributable to shareholders of between 370 million yuan and 530 million yuan [1] - The net loss after deducting non-recurring gains and losses is projected to be between 560 million yuan and 720 million yuan [1]

Core Viewpoint - The company expects a net loss attributable to shareholders for the fiscal year 2025 to be between 370 million to 530 million yuan, an improvement from a loss of 611 million yuan in the same period last year [1] Group 1: Financial Performance - The net loss excluding non-recurring gains and losses is projected to be between 560 million to 720 million yuan, compared to a loss of 734 million yuan in the previous year [1] - The company's operational performance has improved year-on-year, primarily due to the release of new production capacity and an increase in market share, leading to steady revenue growth [1] Group 2: Operational Efficiency - The company has continuously enhanced operational efficiency, reduced production costs, and optimized product structure, resulting in an increased proportion of high-margin products and improved gross margin year-on-year [1]