| 证券代码：300480 | 证券简称：光力科技 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：123197 | 债券简称：光力转债 | | 公司董事兼副总经理李祖庆持有公司股份 2,806,544 股，占剔除公司回购专 用账户股份数量后总股本的 0.80%。 二、本次减持计划的主要内容 光力科技股份有限公司 关于董事兼副总经理减持公司股份的预披露公告 董事、高级管理人员李祖庆女士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： 持有光力科技股份有限公司（以下简称"公司"）股份 2,806,544 股（占剔 除公司回购专用账户股份数量后总股本的 0.80%）的董事兼副总经理李祖庆女士， 计划自本公告发布之日起十五个交易日后的三个月内，以集中竞价方式减持公司 股份不超过 701,636 股（不超过剔除公司回购专用账户股份数量后总股本的 0.20%）。 公司于近日收到董事兼副总经理李祖庆女士提交的《股份变动计划告知函》， 现将有关事项公告如下： 一、计划减持 ...

Group 1 - The specialized equipment sector increased by 0.52% on January 16, with Hu Ning Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] - Hu Ning Co., Ltd. saw a closing price of 29.51, with a significant increase of 15.50% and a trading volume of 111,000 shares, amounting to a transaction value of 322 million yuan [1] Group 2 - The specialized equipment sector experienced a net inflow of 5.9259 million yuan from institutional investors, while retail investors saw a net inflow of 90.3058 million yuan [2] - Major stocks in the sector showed varied performance, with some experiencing significant declines, such as Nanxing Co., Ltd. which fell by 10.01% [2] - The data indicates a mixed sentiment among investors, with institutional funds showing a net outflow while retail investors were net buyers [2][3]

Group 1 - The semiconductor equipment orders continue to show strong growth at the beginning of 2026, following a robust trend since the second half of 2025, supported by accelerated project implementation and increased customer delivery speed [1] - Emerging industries, including energy storage, new energy vehicles, wind power, artificial intelligence, and commercial aviation, have recently announced significant orders, indicating a combination of industry cycles, market demand, and corporate strategies [1] - The new semiconductor manufacturing base in Zhengzhou, with a total investment of 1.8 billion yuan, is expected to be completed by 2027, focusing on core equipment for semiconductor back-end testing and IoT safety production equipment [2] Group 2 - The energy storage sector has also seen a notable increase in order volume, with several companies announcing large orders that are expected to significantly boost future performance [2] - Companies like Haiqi Communications have secured multiple large energy storage orders since November 2025, validating their market recognition and laying a solid foundation for future business expansion [2] - Many companies are prioritizing overseas orders as a key growth area for 2026, with firms like Aibisen planning to optimize global layouts and consolidate overseas market advantages [3] Group 3 - The recent surge in orders at the beginning of the year is attributed to a combination of industry cycles, market demand, and corporate strategies, emphasizing the importance of accurately capturing industry recovery points and opportunities [4] - The immediate impact of large orders on cash flow and market confidence is significant, but the quality of performance realization depends on the company's execution capabilities and cost control [4] - High-quality orders can drive technological iteration and capacity optimization, creating a positive cycle from orders to production and further orders [4] Group 4 - The announcement of large orders at the beginning of the year can significantly boost stock prices, but investors should focus on the sustainability of these orders [5] - It is crucial to differentiate between contract amounts and revenue that can be recognized in the current year, paying attention to order gross margins and the company's capacity to meet delivery schedules [5]

Core Insights - The company, Guangli Technology, is actively engaged in the production and testing of the ADT8230 model, a fully automated dual-axis cutting and slicing machine, which is set to be delivered soon [2] - The strong market demand for semiconductor equipment is reflected in the busy production lines, with the first phase of the project capable of producing up to 500 slicing machines annually [2][3] - The ADT8230 has been recognized as a significant technological equipment in Henan Province, featuring a high-performance air spindle developed in-house, which enhances cutting precision and efficiency [3] Company Developments - Guangli Technology's second phase project at the Zhengzhou Airport Economic Comprehensive Experimental Zone is under construction, with a planned area of approximately 35,000 square meters, focusing on semiconductor packaging and IoT security production equipment [3][4] - Upon completion, the total production area of the company will approach 100,000 square meters, allowing for an expanded product matrix that includes laser cutting and grinding-polishing integrated machines [4] Industry Impact - The production activities of Guangli Technology are contributing to the establishment of a "1-hour supply chain" for semiconductor packaging equipment in the Zhengzhou Airport area, enhancing the regional competitiveness of the electronic information industry [3] - The ongoing projects are part of a broader initiative to strengthen high-end equipment manufacturing in Henan Province, aiming for high-quality development and a strong industrial foundation [5]

Core Insights - The article highlights the rapid development and production capabilities of Guangli Technology, particularly in the semiconductor equipment sector, showcasing its significant contribution to the local economy and the semiconductor industry [2][5]. Company Overview - Guangli Technology's first phase project has a maximum annual production capacity of 500 units of the ADT8230 model, which is currently in high demand due to market needs [2][3]. - The ADT8230 model is recognized as a major technological equipment in Henan Province, primarily used for precision slicing of wafers before semiconductor chip packaging [3]. Technological Advancements - The ADT8230 features a self-developed high-performance air spindle that utilizes air suspension technology for contactless support, achieving nanometer-level vibration control precision [3]. - The equipment's micro-level cutting precision and excellent edge control capabilities ensure high yield rates, while its dual-axis design enhances operational efficiency and reduces reliance on manual expertise [3]. Industry Impact - Guangli Technology's production activities have attracted over ten upstream and downstream supporting enterprises to the Zhengzhou Airport Economic Comprehensive Experimental Zone, forming an efficient semiconductor packaging equipment supply chain [3]. - The ongoing development of Guangli Technology's second phase project, which covers approximately 35,000 square meters and focuses on semiconductor back-end packaging and IoT security production equipment, is expected to be completed by 2027 [3][4]. Future Prospects - The completion of the new base will bring the company's total production area close to 100,000 square meters, reinforcing its leading position in the IoT security monitoring equipment and semiconductor packaging sectors [4]. - The company plans to enhance its research and development efforts in advanced equipment such as laser cutting and grinding-polishing integrated machines, thereby expanding its product matrix [4].

Core Viewpoint - The company is accelerating the construction of its Phase II project at the airport, which is expected to be completed and put into production by 2027, significantly increasing its capacity for semiconductor packaging equipment, core components, and IoT safety production intelligent equipment [1] Group 1 - The company is committed to advancing the project construction progress [1] - Upon completion, the project will greatly enhance production capacity in key areas [1] - The company emphasizes the importance of information disclosure and plans to meet relevant disclosure standards for its 2025 performance [1] Group 2 - The company will actively fulfill its information disclosure obligations by January 31, 2026 [1]

Core Viewpoint - The company is accelerating the construction of its Phase II project at the airport, which is expected to be completed and put into production by 2027, significantly increasing its capacity for semiconductor packaging equipment, core components, and IoT security production intelligent equipment [1] Group 1 - The company is committed to advancing the project construction progress [1] - Upon completion, the project will greatly enhance production capacity in key areas [1] - The company emphasizes the importance of information disclosure and plans to meet relevant disclosure standards for its 2025 performance [1] Group 2 - The company will actively fulfill its information disclosure obligations by January 31, 2026 [1]

Core Viewpoint - The article highlights the robust investment and cooperation activities in China as the economy embarks on the "15th Five-Year Plan," showcasing the proactive role of listed companies in driving economic growth and innovation [1]. Investment Cooperation - A series of investment and cooperation announcements have emerged, indicating strong economic vitality. For instance, on January 4, the Beijing Economic Development Zone held a high-quality development conference, resulting in the signing of 22 key projects with a total investment of approximately 40 billion yuan, over 80% of which are future industry projects [3]. - On the same day, Shengyi Technology announced a cooperation intention with the Dongguan Songshan Lake High-tech Industrial Development Zone to invest approximately 4.5 billion yuan in a high-performance copper-clad laminate project, which is crucial for the new generation of information technology [3]. Project Acceleration - The construction of significant projects is underway, such as the semiconductor intelligent manufacturing industrial base in Zhengzhou, which has a total investment of 1.8 billion yuan. This project aims to integrate high-end research and manufacturing capabilities [6]. - Guangli Technology, a leader in the semiconductor industry, is breaking foreign monopolies through overseas acquisitions and independent research, with its new project expected to be completed by 2027 [7]. - In Suzhou, the Bozhong Precision Machinery's new energy intelligent equipment R&D and manufacturing base has commenced construction with a total investment of 1 billion yuan, expected to achieve annual sales of 4 billion yuan upon full production [7]. Market Expansion - Companies are also focusing on market expansion to lay the groundwork for growth in the new year. For example, Xusheng Group received a notification from a North American electric vehicle manufacturer for a project with a lifecycle sales amount of approximately 7.8 billion yuan over eight years, starting production by the end of 2026 [9]. - Defu Technology announced a cooperation agreement with a leading domestic CCL company to ensure stable supply of high-end electronic circuit copper foil products, which is expected to positively impact the company's financial performance [9]. - Qiaoyin Co. has won a bid for a comprehensive urban sanitation project with a contract value of 1.225 billion yuan over 25 years, which is anticipated to enhance the company's market development and operational performance [9].

Group 1 - In 2026, China's economy officially embarks on the "14th Five-Year Plan" with strong policy collaboration and market vitality, highlighting the role of listed companies as a backbone of the national economy [1] - A series of investment and cooperation announcements have emerged, showcasing robust economic development, including the signing of 22 key projects with a total investment of approximately 40 billion yuan, with over 80% allocated to future industries [2] - Yifan Pharmaceutical has signed agreements to obtain exclusive rights for a late-stage clinical anti-tumor drug, enhancing its oncology pipeline while avoiding high costs and time associated with independent R&D [3] Group 2 - Major projects are accelerating, such as the semiconductor intelligent manufacturing industrial base in Zhengzhou, with a total investment of 1.8 billion yuan, focusing on semiconductor back-end testing equipment and IoT safety production systems [4] - The Bozhong Precision Engineering's new energy intelligent equipment R&D and manufacturing base in Suzhou has a total investment of 1 billion yuan, expected to achieve annual sales of 4 billion yuan upon full production [5] - Xusheng Group has received a notification from a North American electric vehicle manufacturer for a project with a lifecycle sales amount of approximately 7.8 billion yuan, expected to start mass production by the end of 2026 [6] Group 3 - Defu Technology's subsidiary has signed a cooperation agreement with a leading domestic CCL company to ensure stable supply of high-end electronic circuit copper foil products for 2026, positively impacting future financial performance [7] - Qiaoyin Co. has won a bid for an integrated urban sanitation project with a contract value of 1.225 billion yuan over a 25-year service period, expected to enhance market expansion and future operational performance [7]

（文章来源：证券日报） 证券日报网讯 1月6日，光力科技发布公告称，公司使用闲置募集资金2.8亿元购买兴业银行及中信银行 保本浮动收益型理财产品，其中5000万元78天期产品，预期年化收益率1.0%或1.56%，2.3亿元黄金挂钩 结构性存款，预期年化收益率1.00%-1.72%，截至公告日尚未到期余额2.8亿元未超授权额度3.5亿元。 ...