Core Viewpoint - The article highlights the growth and transformation of Guangli Technology, a local company in Henan, from a coal mine safety monitoring business to a key player in the semiconductor equipment industry, contributing to the localization of high-end equipment and the development of the local semiconductor industry [1][3][5]. Group 1: Company Transformation - Guangli Technology started in 1994 focusing on coal mine safety monitoring and transitioned to semiconductor equipment after its IPO in 2015, raising approximately 170 million yuan for business expansion [5]. - The company strategically acquired three overseas firms to break the monopoly in the semiconductor slicing machine sector, achieving domestic production of key components and equipment [5][6]. - By 2022, the revenue from semiconductor packaging and testing equipment exceeded 50% of the company's total revenue, indicating strong growth in this segment [6]. Group 2: Technological Innovation - Guangli Technology has established a robust R&D framework, with over 11 billion yuan raised since its listing and a consistent R&D investment ratio of over 12% for five consecutive years [8]. - The company has developed a series of domestic slicing machines, including the 8230 model, which is recognized for its international performance and has been adopted by leading packaging enterprises [6][8]. - The establishment of a semiconductor slicing machine testing laboratory and a dedicated R&D team has further solidified the company's technological capabilities [8]. Group 3: Local Industry Development - Guangli Technology is playing a pivotal role in the development of Henan's semiconductor industry, with plans to build a semiconductor manufacturing base capable of producing 500 slicing machines annually [9]. - The company has attracted 12 semiconductor supporting enterprises to Henan, creating a "one-hour supply chain" and enhancing local industrial collaboration [9]. - The integration of traditional monitoring business with semiconductor technology has positioned Guangli Technology as a leader in niche markets, leveraging its industry experience and customer resources [9]. Group 4: Future Outlook - The company aims to deepen its semiconductor equipment business and expand into frontier fields over the next 3-5 years, aligning with Henan's high-quality development goals [11][12]. - Future R&D efforts will focus on enhancing the product line for cutting and polishing equipment, increasing the localization of key components, and expanding the production capacity of consumables [11][12]. - Guangli Technology's growth strategy emphasizes a multi-dimensional approach combining technology, capital, and ecosystem development to foster long-term collaboration with the local semiconductor industry [12].

Core Viewpoint - Guangli Technology's stock has shown a year-to-date increase of 22.64%, despite recent declines in the short term, indicating potential volatility in its market performance [1][2]. Financial Performance - For the period from January to September 2025, Guangli Technology achieved a revenue of 460 million yuan, representing a year-on-year growth of 20.75% [2]. - The company's net profit attributable to shareholders reached 36.52 million yuan, marking a significant year-on-year increase of 167.44% [2]. - Cumulatively, the company has distributed 166.7 million yuan in dividends since its A-share listing, with 87.95 million yuan distributed over the past three years [2]. Stock Market Activity - As of November 27, Guangli Technology's stock price was 15.82 yuan per share, with a market capitalization of 5.582 billion yuan [1]. - The stock experienced a trading volume of 25.38 million yuan and a turnover rate of 0.65% on the same day [1]. - The net inflow of main funds was 629,000 yuan, with large orders accounting for 6.31% of total purchases [1]. Shareholder Information - As of November 20, the number of shareholders for Guangli Technology was 25,000, reflecting a decrease of 3.85% from the previous period [2]. - The average number of circulating shares per shareholder increased by 4.00% to 9,901 shares [2]. - Hong Kong Central Clearing Limited emerged as the fourth largest circulating shareholder, holding 2.0628 million shares as a new investor [2]. Business Overview - Guangli Technology, established on January 22, 1994, and listed on July 2, 2015, operates primarily in the fields of safety production monitoring equipment and semiconductor packaging and testing equipment [1]. - The revenue composition of the company includes 51.26% from safety production monitoring products, 44.79% from semiconductor packaging and testing equipment, and 3.95% from other sources [1]. - The company is classified under the machinery and equipment sector, specifically in specialized equipment for energy and heavy machinery [1].

11月25日光力科技大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 100.00 | 1600.00 | 16.00 | 1.65 | 长江证券股份有限公 | 中信证券股份有限公 | | | | | | 司山西分公司 | 司陕西分公司 | （文章来源：证券时报网） 光力科技11月25日大宗交易平台出现一笔成交，成交量100.00万股，成交金额1600.00万元，大宗交易成 交价为16.00元，相对今日收盘价溢价1.65%。该笔交易的买方营业部为长江证券股份有限公司山西分公 司，卖方营业部为中信证券股份有限公司陕西分公司。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为9897.60万元。 证券时报·数据宝统计显示，光力科技今日收盘价为15.74元，上涨0.70%，日换手率为1.84%，成交额为 7219.48万元，全天主力资金净流入342.04万元，近5日该股累计下跌6.48%，近5日资 ...

Summary of Key Points Core Viewpoint - A significant block trade of Guangli Technology occurred on November 21, with a transaction volume of 1.1175 million shares and a transaction value of 17.1764 million yuan, indicating a premium of 1.39% over the closing price of the day [2] Trading Activity - The block trade was executed at a price of 15.37 yuan per share, which is higher than the closing price of 15.16 yuan [2] - Over the past three months, Guangli Technology has recorded a total of three block trades, amounting to 82.976 million yuan [2] Market Performance - On the day of the block trade, Guangli Technology's stock price fell by 4.65%, with a trading volume of 1.26 billion yuan and a turnover rate of 3.30% [2] - The stock has experienced a cumulative decline of 8.73% over the past five days, with a net outflow of funds totaling 56.6231 million yuan during the same period [2] Company Information - Guangli Technology Co., Ltd. was established on January 22, 1994, with a registered capital of 3.52829602 billion yuan [2]

11月21日，光力科技大宗交易成交111.75万股，成交额1717.64万元，占当日总成交额的12.03%，成交价 15.37元，较市场收盘价15.16元溢价1.39%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 (万元) | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | 2025-11-21 | 300480 | 光力科技 | 15.37 | 111.75 | 1,717. 长江证券股份有限 | 中信证券股份有限 | | | | | | | 公司山西分公司 | 公司陕西分公司 | ...

光力科技公告，控股股东赵彤宇及一致行动人宁波万丰隆贸易有限公司计划在预披露后3个月内以大宗 交易方式合计减持不超过702.79万股（占总股本2%）。2025年11月19日，赵彤宇通过大宗交易减持 38.25万股，占总股本0.11%；本次减持后，其与一致行动人持股比例由39.11%降至39.00%，权益变动触 及1%整数倍，不触及要约收购，不影响公司控制权。 ...

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、本次权益变动为股东减持，不触及要约收购； | 证券代码：300480 | 证券简称：光力科技 | 公告编号：2025-078 | | --- | --- | --- | | 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 权益变动比例触及 1%整数倍的公告 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。 二、其他相关说明 1、本次股东权益变动符合《公司法》《证券法》《深圳证券交易所创业板股 票上市规则》《上市公司股东减持股份管理暂行办法》《上市公司董事和高级管理 人员所持本公司股份及其变动管理规则》《深圳证券交易所上市公司自律监管指 引第 18 号——股东及董事、高级管理人员减持股份》等法律法规及规范性文件 的相关规定。 2、本次权益变动不会导致公司控制权发生变更，不会对公司的治理结构及 持续性经营产生影响。 2、本次权益变动不会导致公司控股股东、实际控制人 ...

11月19日，光力科技大宗交易成交38.25万股，成交额611.96万元，占当日总成交额的3.43%，成交价16元，较市场收盘价 16.12元折价0.74%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-11-19 | 300480 | 光力科技 | 16.00 | 38.25 | | 611.96 长江证券股份有限 | 中信证券股份有限 | | | | | | | | 公司山西分公司 | 公司陕西分公司 | ...

Core Viewpoint - Company emphasizes the importance of dicing saws and grinders in the packaging process of storage chips, logic chips, and computing chips, highlighting its role in the semiconductor packaging equipment market [1] Group 1: Company Overview - Company specializes in high-precision equipment and consumables for semiconductor dicing and grinding, primarily used in the backend packaging and testing of various chips [1] - Main applications include wafer cutting, package body cutting, and wafer thinning processes [1] Group 2: Market and Clientele - Key customers are OSAT (Outsourced Semiconductor Assembly and Test) and IDM (Integrated Device Manufacturer) companies [1]

Core Insights - The company views Japanese semiconductor equipment as a benchmark for technology and application, indicating a long-standing accumulation of expertise in the field [1] - After years of effort, the company has successfully introduced domestic semiconductor slicing equipment to leading packaging enterprises, achieving bulk sales and comparable performance to international competitors [1] - The company aims to complete the layout of mechanical cutting, laser cutting, and grinding equipment in the semiconductor business by 2025, while continuing to enhance R&D and expand its product range to further promote domestic substitution of semiconductor equipment [1]