Core Viewpoint - The major shareholder of Su Da Wei Ge, Yu Zhangxing, plans to reduce his stake in the company by selling up to 5.15432 million shares, which represents 1.99% of the total share capital, or 2.00% when excluding shares held in the repurchase account [1] Group 1 - The reduction plan will commence 15 trading days after the announcement [1] - The shares will be sold through block trading [1] - The total number of shares to be reduced is significant, indicating a potential shift in shareholder dynamics [1]

证券代码：300331 证券简称：苏大维格 公告编号：2026-008 苏州苏大维格科技集团股份有限公司 关于持股 5%以上股东拟通过大宗交易 一、拟减持股东的基本情况 1、股东名称：虞樟星 2、持有公司股份情况： 截至本公告披露日，公司持股 5%以上股东虞樟星直接持有公司股份 18,695,804 股，占公司总股本比例 7.20%。 二、本次减持计划的主要内容 减持股份的预披露公告 公司持股 5%以上股东虞樟星先生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。 特别提示： 持有苏州苏大维格科技集团股份有限公司（以下简称"公司"或"本公司"） 股份 18,695,804 股（占本公司总股本比例 7.20%）的持股 5%以上股东虞樟星先 生计划自本减持计划公告披露之日起 15 个交易日后的 3 个月内以大宗交易方式 减持本公司股份合计不超过 5,154,320 股（占公司总股本的 1.99%，剔除回购专 户股份数后占公司总股本比例为 2.00%）。 公司于近日收到持股 5%以上股东虞樟星先生出具的《股份减持计 ...

Financial Performance Forecast - The company expects a net loss of between 17 million and 25 million yuan for the fiscal year 2025, compared to a loss of 58.05 million yuan in the same period last year[3]. - The net profit after deducting non-recurring gains and losses is projected to be a loss of 71 million to 84 million yuan, compared to a loss of 94.42 million yuan in the previous year[3]. - Non-recurring gains and losses are expected to impact net profit by approximately 54 million to 59 million yuan[6]. - The company emphasizes that the performance forecast data is preliminary and unaudited, with detailed figures to be disclosed in the 2025 annual report[7]. Revenue Growth and Business Performance - The company's micro-nano optical materials business has shown stable revenue growth, particularly in high-value products like ultra-thin high-brightness light guide films, which have improved profitability[5]. - Revenue from the nano-textured film business has increased due to the mass production of downstream customer products, contributing to sustained revenue and profit levels[5]. - The flexible transparent conductive film and flexible electrode businesses have seen significant year-on-year revenue growth, despite short-term losses due to production line upgrades[5]. Asset Management and Investments - The company has reduced asset impairment losses significantly compared to the previous year, which has positively impacted overall financial performance[6]. - Research and development expenses have increased rapidly as the company continues to invest in AR waveguides, grating rulers, micro-lenses, and photolithography equipment[6]. - The company has completed the acquisition of controlling interest in Changzhou Weipu Semiconductor Equipment Co., which will not impact the 2025 forecasted performance due to accounting standards[6].

Core Viewpoint - The optical and optoelectronic sector experienced a 1.5% increase on January 27, with notable gains from companies like Bente Optics, while the overall market indices showed modest growth [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4139.9, up 0.18%, and the Shenzhen Component Index closed at 14329.91, up 0.09% [1]. - The optical and optoelectronic sector saw significant individual stock movements, with Bente Optics leading with a closing price of 48.27, reflecting an increase of 11.17% [1]. Group 2: Stock Performance - Key performers in the optical and optoelectronic sector included: - Bente Optics (688127) with a closing price of 48.27 and a rise of 11.17% on a trading volume of 195,100 shares [1]. - Su Dawei Ge (300331) closed at 51.53, up 7.89% with a trading volume of 300,000 shares [1]. - Lianjian Optoelectronics (300269) closed at 8.70, up 7.14% with a trading volume of 1,049,800 shares [1]. - Fuzheng Technology (002222) closed at 70.30, up 5.78% with a trading volume of 229,300 shares [1]. Group 3: Capital Flow - The optical and optoelectronic sector saw a net inflow of 920 million yuan from institutional investors, while retail investors experienced a net outflow of 445 million yuan [2]. - Major stocks with significant capital inflows included: - TCL Technology (000100) with a net inflow of 501 million yuan, accounting for 14.84% of the total [3]. - BOE Technology (000725) with a net inflow of 403 million yuan, representing 8.10% [3]. - Sanan Optoelectronics (600703) with a net inflow of 361 million yuan, making up 8.56% [3].

Market Overview - The optical and optoelectronic sector experienced a decline of 1.64% on January 26, with Su Dawei leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Jiuliang Co. (300808) saw a significant increase of 13.26%, closing at 31.94 [1] - Qianzhao Optoelectronics (300102) rose by 8.55%, closing at 42.52 [1] - Other notable gainers included Yanke Co. (300889) with a 3.18% increase and Fuguang Co. (688010) with a 2.45% increase [1] Decliners - Shida Weige (300331) led the decliners with a drop of 11.16%, closing at 47.76 [2] - Woge Optoelectronics (603773) fell by 9.99%, closing at 38.30 [2] - Other significant declines included Yongxin Optics (603297) down 7.75% and Hanbo High-tech (301321) down 7.28% [2] Capital Flow - The optical and optoelectronic sector saw a net outflow of 3.103 billion yuan from institutional investors, while retail investors had a net inflow of 2.271 billion yuan [2] - The sector experienced a net inflow of 0.832 billion yuan from speculative funds [2] Individual Stock Capital Flow - Tengjing Technology (688195) had a net inflow of 1.48 billion yuan from institutional investors, while it faced a net outflow of 1.40 billion yuan from speculative funds [3] - BOE Technology Group (000725) reported a net inflow of 88.13 million yuan from institutional investors [3] - TCL Technology (000100) also saw a net inflow of 71.98 million yuan from institutional investors [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301183 | 东田微 | 146.65 | -4.77% | 5.19万 | 7.68亿 | | 688195 | 腾景科技 | 206.60 | -3.92% | 13.12万 | 26.90 Z | | 002222 | 福晶科技 | 68.06 | -1.86% | 14.79万 | 10.11亿 | | 300301 | ST长方 | 2.41 | -1.63% | 14.65万 | 3549.37万 | | 300939 | 秋田微 | 38.20 | -1.39% | 5.46万 | 2.08亿 | | 002808 | *ST恒久 | 5.83 | -1.35% | 8.02万 | 4682.86万 | | 301379 | 天山电子 | 29.47 | -1.34% | 10.81万 | 3.17亿 | | 301421 | 波长光电 | 110.63 | -1.24% | 4.94万 | 5.45 Z | | 002876 | ...

Group 1 - The Shanghai Composite Index closed at 4136.16 points, above the five-day moving average, with a gain of 0.33% [1] - The total trading volume of A-shares reached 31,181.08 billion yuan [1] - A total of 1,091 A-shares have prices that surpassed the five-day moving average, with notable stocks including Dongfang Risheng, Jinko Solar, and Xinke Mobile, showing divergence rates of 16.59%, 15.85%, and 15.78% respectively [1] Group 2 - The top stocks with significant divergence rates from the five-day moving average include: - Dongfang Risheng (300118) with a price increase of 20.00% and a divergence rate of 16.59% [1] - Jinko Solar (688223) also increased by 20.00% with a divergence rate of 15.85% [1] - Xinke Mobile (688387) rose by 18.41% with a divergence rate of 15.78% [1] - Other notable stocks with divergence rates include: - Jiejia Weichuang (300724) at 20.00% increase and 15.34% divergence [1] - Ruichuang Micro (688002) with a 20.00% increase and 14.83% divergence [1]

Core Viewpoint - The lithography machine sector experienced a decline of 0.79%, with significant losses in companies such as Meike Technology, Chipone Microelectronics, and Kema Technology, while some companies like Tengjing Technology, Su Da Weige, and Dazhu Laser saw gains of 20.00%, 3.54%, and 3.48% respectively [1][2]. Group 1: Market Performance - The lithography machine concept ranked among the top decliners in the market, with a drop of 0.79% [1][2]. - The sector saw a net outflow of 1.017 billion yuan, with 36 stocks experiencing net outflows, and 7 stocks exceeding 100 million yuan in outflows [2]. - Zhangjiang Hi-Tech led the outflows with a net outflow of 261 million yuan, followed by Xinlai Materials and Jingfang Technology with outflows of 235 million yuan and 207 million yuan respectively [2]. Group 2: Individual Stock Performance - Tengjing Technology led the gainers in the lithography machine sector with a rise of 20.00%, followed by Su Da Weige and Dazhu Laser with increases of 3.54% and 3.48% respectively [1][5]. - The top decliners included Kema Technology with a drop of 5.31%, Chipone Microelectronics down 5.45%, and Meike Technology down 7.16% [3][4]. - The trading volume for Zhangjiang Hi-Tech was 2.53%, while Kema Technology had a turnover rate of 8.20% [3][4].

Core Viewpoint - Su Dawei Ge has announced its strategic investment in Shanghai Yuhua Optoelectronics, focusing on the semiconductor equipment sector and establishing a cooperative framework agreement [1] Group 1: Company Strategy - The investment in Shanghai Yuhua Optoelectronics aligns with the company's strategic planning in the semiconductor equipment field [1] - The core team of Yuhua Optoelectronics originates from Shanghai Institute of Optics and Fine Mechanics, indicating a strong foundation in optical technology [1] Group 2: Product Focus - Yuhua Optoelectronics specializes in the research and manufacturing of precision optical lenses and components for semiconductor equipment, as well as optical systems for satellite laser communication [1]

Core Viewpoint - Su Dawei Ge's main business focuses on the research, production, and sales of photomask defect detection equipment and wafer defect detection equipment, positioning itself as one of the few companies in China capable of large-scale production of photomask defect detection equipment [1] Group 1: Company Overview - Changzhou Weipu, a subsidiary of Su Dawei Ge, has successfully entered the mass production lines of leading domestic wafer manufacturers and photomask manufacturers, including SMIC, Ruvi Optoelectronics, Qingyi Optoelectronics, and Longtu Photomask [1] - The company has achieved self-control over core technologies and components, enhancing its competitive edge in the market [1]