Core Viewpoint - The company has successfully developed and mass-produced a high-performance T1 AC Surge Protective Device (SPD) after passing customer validation [2]. Group 1 - The custom-developed high-performance T1 AC SPD has completed the customer verification phase [2]. - The product has now entered mass production [2].

Core Insights - The company, Zhongguang Lightning Protection, has developed a strong reputation in the lightning protection industry over nearly 40 years, focusing on technological innovation and safety awareness [1][2][3] Company Background - Founded in 1987 by lightning protection expert Wang Deyan, the company was established with a mission to contribute to national safety and security [2] - Wang Xueying, the current chairperson, has a background in capital markets, which has influenced the company's operational rigor and compliance since its IPO [2][3] Technological Development - The company invests approximately 10% of its revenue in research and development, with R&D expenditures of 60.68 million yuan, 45.89 million yuan, and 41.82 million yuan from 2022 to 2024, representing 10.94%, 8.27%, and 9.81% of revenue respectively [3] - Zhongguang Lightning Protection has established outdoor lightning strike experimental stations in various regions to analyze natural lightning, enhancing its technological capabilities [3] Market Expansion - The company initially relied heavily on the telecommunications sector, which accounted for over 80% of sales at the time of its IPO, but has since diversified its market presence [5] - In 2016, the company entered the rail transit market by acquiring Shenzhen Iron Creation Technology Development Co., Ltd. for 108 million yuan, and has also expanded into renewable energy sectors such as photovoltaics and energy storage [5][6] - As of the first half of 2025, the company reported revenue of 217 million yuan, a year-on-year increase of 10.31%, with the telecommunications sector contributing 51% and the energy sector 38% [6] Future Outlook - The company is positioning itself for future growth by exploring new acquisition opportunities and participating in cutting-edge projects related to 6G and AI technologies [6]

Group 1 - The core viewpoint of the news is the performance and market position of Zhongguang Lightning Protection Technology Co., Ltd., which experienced a 5% drop in stock price, currently trading at 12.54 CNY per share with a market capitalization of 4.088 billion CNY [1] - Zhongguang Lightning Protection was established on February 18, 2004, and listed on May 13, 2015. The company specializes in the research, production, and sales of lightning protection products, as well as the design and installation of lightning protection engineering [1] - The revenue composition of Zhongguang Lightning Protection includes 68.02% from lightning protection products, 27.30% from non-lightning protection products, and 4.68% from lightning protection engineering and services [1] Group 2 - From the perspective of major fund holdings, one fund under Huatai-PineBridge holds shares in Zhongguang Lightning Protection. The Huatai-PineBridge CSI 2000 ETF (159536) held 13,200 shares in the second quarter, accounting for 0.39% of the fund's net value, ranking as the fourth largest holding [2] - The Huatai-PineBridge CSI 2000 ETF (159536) was established on September 13, 2023, with a latest scale of 52.1346 million CNY. Year-to-date returns are 27.53%, ranking 1522 out of 4219 in its category, while the one-year return is 45.61%, ranking 841 out of 3866 [2] - The fund manager of Huatai-PineBridge CSI 2000 ETF is Sun Hao, who has been in the position for 2 years and 54 days, managing total assets of 14.112 billion CNY. The best fund return during his tenure is 129.37%, while the worst is 1.43% [3]

Market Performance - The photolithography concept sector declined by 2.47%, ranking among the top losers in the market, with major declines from companies like United Chemical (down 20%), Maolai Optical, and Nanjing Chemical Fiber [1] - Among the concept stocks, only five saw price increases, with Zhongrun Optical, Zhongguang Lightning Protection, and Juguang Technology rising by 5.32%, 4.25%, and 0.87% respectively [1][3] Capital Flow - The photolithography concept sector experienced a net outflow of 1.239 billion yuan, with 37 stocks seeing net outflows, and five stocks exceeding 100 million yuan in outflows [1] - The stock with the highest net outflow was Xinlai Material, with a net outflow of 222.94 million yuan, followed by United Chemical, Kaimete Gas, and Zhangjiang Hi-Tech with net outflows of 170.13 million yuan, 162.39 million yuan, and 150.41 million yuan respectively [1][2] Top Gainers and Losers - The top gainers in the photolithography concept included Zhongrun Optical (up 5.32%), Zhongguang Lightning Protection (up 4.25%), and Juguang Technology (up 0.87%) [1][3] - The top losers included United Chemical (down 20%), Maolai Optical (down 6.38%), and Nanjing Chemical Fiber (down 6.19%) [1][2]

Group 1: Investment Projects - The company has invested in a data center liquid cooling project through Hangyuan Photothermal (Beijing) Technology Co., Ltd., which utilizes advanced aerospace cooling technology, achieving a PUE of 1.1 and a WUE of less than 0.05 kg/kWh [2] - The company has invested 1,200,000 yuan in Chengdu Shuzhilian Technology Co., Ltd., holding a 0.915% stake as of August 31, 2025 [2] Group 2: Product Development - The company has developed a high-performance T1 AC SPD (surge protective device) for domestic photolithography machines, currently in the sample stage [2] - A new multifunctional protective device against lightning and electromagnetic pulses has been successfully validated in several defense projects [3] Group 3: Financial Performance and Shareholder Returns - Since its listing in 2015, the company has consistently prioritized investor interests, with a total cash dividend amounting to 9,878.11 million yuan over the years, representing 68.52% of the average net profit over the last three fiscal years [3] - The controlling shareholder has not reduced their stake since the company's listing and completed a share increase plan in August 2018, amounting to 1,000.22 million yuan [3] Group 4: Market Confidence and Management - The management expresses confidence in the company's future development despite market fluctuations, attributing any personal share reductions to individual financial needs [3]

Group 1 - The core viewpoint of the news is the performance and market position of Zhongguang Lightning Protection Technology Co., Ltd., which experienced a decline in stock price and trading volume on September 3 [1] - Zhongguang Lightning Protection was established on February 18, 2004, and went public on May 13, 2015. The company specializes in the research, production, and sales of lightning protection products, as well as the design and installation of lightning protection engineering [1] - The company's main business revenue composition includes 68.02% from lightning protection products, 27.30% from non-lightning protection products, and 4.68% from lightning protection engineering and services [1] Group 2 - From the perspective of major fund holdings, one fund under Huatai PineBridge holds shares in Zhongguang Lightning Protection. The Huatai Zhongzheng 2000 ETF (159536) held 13,200 shares in the second quarter, accounting for 0.39% of the fund's net value, ranking as the fourth-largest holding [2] - The Huatai Zhongzheng 2000 ETF (159536) was established on September 13, 2023, with a latest scale of 52.1346 million. Year-to-date returns are 31.04%, ranking 1211 out of 4222 in its category; the one-year return is 80.05%, ranking 772 out of 3783; and since inception, the return is 35.27% [2]

证券代码：300414 证券简称：中光防雷 编号：临-2025-023 四川中光防雷科技股份有限公司 关于参加举办四川辖区 2025 年投资者网上集体接待日及半年度报告 业绩说明会活动的公告 为进一步加强与投资者的互动交流，四川中光防雷科技股份有限公司（以下 简称"公司"）将参加由四川省上市公司协会、深圳市全景网络有限公司联合举 办的"四川辖区 2025 年投资者网上集体接待日及半年度报告业绩说明会"活动， 现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演" （https://rs.p5w.net）参与本次互动交流，活动时间为 2025 年 9 月 12 日（周 五）14:00-17:00。届时公司董事长、总经理王雪颖女士，董事、董事会秘书、 副总经理周辉先生，董事、财务总监汪建华先生，独立董事邓博夫先生将在线就 公司 2024 年度及 2025 年半年度业绩、公司治理、发展战略、经营状况和可持续 发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告！ 四川中光防雷科技股份有限公司 董事会 2025 年 9 月 8 日 本公司及董事会全体成员保证信 ...

四川中光防雷科技股份有限公司 简式权益变动报告书 上市公司名称：四川中光防雷科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：中光防雷 股票代码：300414 信息披露义务人：王雪颖 （一）信息披露义务人根据《中华人民共和国证券法》《上市公 司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15号-权益变动报告书》以及相关法律、法规编制本权益变动报告书。 （二）信息披露义务人签署本报告书已获得必要的授权和批准； 其履行亦不违反信息披露义务人章程或内部规则中的任何条款，或与 之相冲突。 （三）依据《中华人民共和国证券法》《上市公司收购管理办法》 的规定，本报告已全面披露了信息披露义务人在四川中光防雷科技股 份有限公司（以下简称"中光防雷"或"上市公司"）中所拥有权益 股份的变动情况。 住所：成都市成华区*** 通讯地址：成都市高新西区天宇路19号 股份变动性质：股份减少 简式权益变动报告书签署日期：2025年9月5日 - 1 - 信息披露义务人声明 截止本报告书签署之日，除本报告书披露的信息外，上述信息 披露义务人没有通过任何其他方式增加或减少其在中光防雷中拥有 权益的股份。 （四）本次权益 ...

证券代码：300414 证券简称：中光防雷 公告编号：临-2025-022 四川中光防雷科技股份有限公司 关于持股 5%以上股份的股东持股比例变动触及 1%及 5%整数倍 暨披露简式权益变动报告书的提示性公告 持股 5%以上的股东王雪颖女士保证信息披露的内容真实、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： 1、本次权益变动属于股东减持，履行此前披露的减持股份计划，不触及要 约收购。 2、本次权益变动后，王雪颖女士及其一致行动人四川中光高技术研究所有 限责任公司合计持有公司股份 146,708,817 股，占公司股份总数的 45.00%，股 东权益变动触及 1%及 5%的整数倍。 公司于今日收到王雪颖女士出具的《关于减持股份比例触及 1%的告知函》 及《简式权益变动报告书》，获悉王雪颖女士于 2025 年 8 月 26 日至 2025 年 9 月 4 日通过集中竞价交易合计减持公司股票 2,259,500 股，减持后王雪颖女士及 其一致行动人四川中光高技术研究所有限责任公司二者合计持有公司股份 146,708,817 股，占 ...

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