| 证券代码：300480 | 证券简称：光力科技 | 公告编号：2025-059 | | --- | --- | --- | | 债券代码：123197 | 债券简称：光力转债 | | 光力科技股份有限公司 关于控股股东、实际控制人及其一致行动人减持公司股份的 预披露公告 控股股东、实际控制人赵彤宇先生及其一致行动人宁波万丰隆贸易有限公司 保证向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： 公司控股股东、实际控制人赵彤宇先生及其一致行动人宁波万丰隆贸易有限 公司合计持有公司股份 141,716,020 股（占剔除公司回购专用账户股份数量后总 股本的 40.33%），计划在本公告发布之日起 15 个交易日后的 3 个月内以大宗交 易方式合计减持公司股份不超过 7,027,911 股（占剔除公司回购专用账户股份数 量后总股本的 2.00%）。 公司于近日收到控股股东、实际控制人赵彤宇先生及其一致行动人宁波万丰 隆贸易有限公司提交的《股份变动计划告知函》，现将有关事项公告如下： 一、计划减持股东的基本情况 ...

转自：证券时报 人民财讯9月8日电，光力科技(300480)9月8日晚间公告，公司控股股东、实际控制人赵彤宇及其一致行 动人宁波万丰隆贸易有限公司计划以大宗交易方式合计减持公司股份不超过702.79万股（占剔除公司回 购专用账户股份数量后总股本的2%）。 ...

Group 1 - The controlling shareholder Zhao Tongyu and the concerted party Ningbo Wanfenglong Trading Co., Ltd. hold a total of 142 million shares, accounting for 40.33% of the company [1] - They plan to reduce their holdings by no more than 7.0279 million shares, which represents 2.00% of the total shares, through block trading within three months after the announcement [1] - The reason for the reduction is to repay pledged financing debts and meet personal funding needs [1]

Core Viewpoint - The company, Guangli Technology, reported that as of August 29, 2025, the total number of shareholders is expected to be approximately 28,000 households [1] Company Summary - Guangli Technology's total number of shareholders is projected to reach around 28,000 by the specified date [1]

Core Viewpoint - The company has accumulated significant expertise in precision manufacturing technology, particularly in the design and manufacturing of precision components, which positions it well for future applications in humanoid robotics [1] Group 1 - The company has developed a foundation in reverse planetary roller screw technology, which is essential for linear drive applications in humanoid robots [1]

Core Viewpoint - The company, Guangli Technology, has clarified that its sensor products are primarily developed for the semiconductor and Internet of Things (IoT) applications, and it has not yet engaged in the research and development of six-dimensional force sensor products [1] Group 1 - The company's sensor products focus on semiconductor applications [1] - The company's sensor products are also aimed at IoT applications [1] - The company has not started the development of six-dimensional force sensor products [1]

Summary of Guangli Technology Conference Call Company Overview - **Company**: Guangli Technology - **Industry**: Semiconductor and Precision Manufacturing Key Points Financial Performance - In the first half of 2025, Guangli Technology achieved a revenue of 287.9 million yuan, a year-on-year increase of 20.63% [3] - The net profit attributable to shareholders was 25.17 million yuan, up 138.99% year-on-year, marking a return to profitability [3] - The net profit after deducting non-recurring items was 10.7 million yuan, reflecting a growth of 115.43% year-on-year [3] Product Development - The company launched several new products, including the wafer half-cutting equipment model 8231 and the packaging cutting and sorting machine model 7260, both entering the validation phase [2][4] - Other products in development include the semiconductor laser Low K slotting machine model 9130 and the invisible laser cutting machine model 9320, with the former expected to begin client validation in Q4 2025 [4] - The company is also developing a series of new products for the IoT sector, including a laser carbon monoxide sensor and a miniaturized directional drilling machine [4] Supply Chain and Production Strategy - To mitigate risks from the Israeli subsidiary, Guangli Technology has strengthened supply chain support from its Zhengzhou factory and is gradually shifting some production there [5][6] - Domestic components have been integrated into mass production equipment, enhancing overall supply capacity and market competitiveness [7] Market Trends and Demand - In Q3 2025, the semiconductor business saw a significant increase in customer order volume and speed, with monthly shipments reaching 30-40 units [8][9] - The company is responding to increased production demands by adjusting production strategies, including overtime work to meet client needs [10][11] Competitive Landscape - Guangli Technology faces competition from established players like Manwei in the laser equipment market but benefits from a late-entry advantage, as clients are actively seeking demonstrations of their equipment [14] - The company aims to replace leading global brands in the laser and grinding machine sectors, indicating strong client demand for their products [15] Future Outlook - The company expects to maintain a strong order momentum into Q4 2025, with production capacity already booked into November [13] - There is cautious optimism regarding long-term trends, with ongoing observations to adapt to potential market fluctuations [13] - The core components business is anticipated to grow significantly, with a focus on expanding order volumes gradually [22][21] International Expansion - Guangli Technology is actively pursuing international market opportunities, including strategic partnerships in Australia to bolster its IoT business [28][30] Investor Relations - The company encourages investors to continue monitoring its development, promising to deliver better performance as a return on investment [35] Additional Insights - The company has established a joint marketing team to promote precision component applications across six major scenarios, which is expected to become a new growth point [7] - The domestic market's demand for core components has surged, indicating substantial future growth potential [19] - The company is strategically positioning itself to adapt to changing market conditions while focusing on expanding its product offerings and production capabilities [31][32]

Core Viewpoint - The company, Guangli Technology, has reported an increase in the delivery speed of domestic semiconductor equipment since July, achieving full production status and continuing to receive new orders, indicating a positive supply trend expected to persist into the fourth quarter [1] Group 1 - The company has entered a full production state for its semiconductor equipment [1] - There has been a continuous increase in new orders for the company [1] - The supply trend is expected to remain strong in the fourth quarter [1]

Group 1: Semiconductor Equipment Business - The company has accelerated the delivery speed of domestic semiconductor equipment since July, reaching full production status, with new orders continuously increasing; a positive supply trend is expected to continue into Q4 [2][3] - Mainstream models such as 8230CIS, 8230IR, and 8230CF have received high market recognition since their launch in 2024, leading to bulk deliveries to customers [3] - Core components like air spindles are being supplied not only to the semiconductor sector but also to various precision manufacturing fields, with a joint team established with a UK R&D group to enhance market expansion [3] Group 2: New Product Development - New products for ultra-thin wafers and compact packaging are in the validation stage, with the 12-inch laser slotting machine expected to enter client validation in Q4 2025 [3] - The 8-inch laser cutting machine is anticipated to enter client validation by the end of 2025, while the grinding machine 3230 is also in the validation phase [3] Group 3: IoT Security Monitoring Business - The IoT security monitoring business serves as a foundation for the company's development, supporting the semiconductor business and maintaining steady growth over the years [4][5] - The company plans to continue developing new products and applications in the IoT sector, aiming to expand revenue and profit scales [5] - Efforts are being made to explore overseas markets, receiving high recognition from international clients and forming strategic partnerships [5] Group 4: ADT Subsidiary Operations - The ADT subsidiary is operating normally despite regional conflicts affecting revenue recognition; both orders and sales have increased compared to the previous year, with expectations for further improvement in the second half of the year [4] - To mitigate the impact of regional conflicts, some ADT machinery is being relocated to the domestic Zhengzhou factory to better meet customer order delivery needs [4]

| 证券代码：300480 | 证券简称：光力科技 | 公告编号：2025-058 | | --- | --- | --- | | 债券代码：123197 | 债券简称：光力转债 | | 光力科技股份有限公司 截至本公告披露日，公司及全资子公司光力瑞弘在授权期内使用闲置募集资 金购买现金管理产品已全部到期收回，未超过公司董事会审议通过的使用暂时闲 置募集资金进行现金管理的额度和期限。 三、备查文件 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。 光力科技股份有限公司（以下简称"公司"）于 2024 年 8 月 28 日召开第五 届董事会第十一次会议、第五届监事会第九次会议审议通过了《关于继续使用部 分闲置募集资金进行现金管理的议案》，同意公司全资子公司光力瑞弘电子科技 有限公司（以下简称"光力瑞弘"）在不影响募集资金投资项目正常实施的前提 下，继续使用不超过人民币 35,000.00 万元的闲置募集资金进行现金管理，使用 期限自公司董事会审议通过之日起十二个月内有效，在上述使用期限及额度范围 内，资金可以循环滚动使用。具体内容详见公司于 2024 年 8 月 ...