Core Insights - The optical and optoelectronic sector experienced a rise of 1.05% on October 24, with Chenfeng Technology leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Chenfeng Technology (603685) closed at 21.12, up 10.00% with a trading volume of 86,700 shares and a turnover of 175 million yuan [1] - Dongtian Micro (301183) closed at 101.10, up 8.42% with a trading volume of 113,300 shares [1] - Tianshan Electronics (301379) closed at 31.67, up 6.70% with a trading volume of 199,600 shares [1] - Other notable performers include Sudavige (300331) up 5.48% and Huichuangda (300909) up 5.46% [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 466 million yuan from institutional investors and 155 million yuan from retail investors, while retail investors had a net inflow of 621 million yuan [2] - The capital flow data indicates a mixed sentiment among different investor types within the sector [2] Individual Stock Capital Flow - Crystal Optoelectronics (002273) experienced a net outflow of 74.89 million yuan from institutional investors [3] - Wave Length Optoelectronics (301421) had a net inflow of 44.73 million yuan from institutional investors [3] - Sudavige (300331) saw a net inflow of 41.19 million yuan from institutional investors [3]

Core Insights - The optical and optoelectronic sector increased by 1.57% on October 21, with Huashu Holdings leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - Huashu Holdings (000509) closed at 3.45, with a rise of 9.87% and a trading volume of 794,300 shares, totaling a transaction value of 268 million yuan [1] - Zhouming Technology (300232) closed at 7.87, up 8.10%, with a trading volume of 850,800 shares, totaling 662 million yuan [1] - Dongtian Micro (301183) closed at 103.50, increasing by 7.86%, with a trading volume of 106,100 shares, totaling 1.066 billion yuan [1] - Aolide (688378) closed at 25.74, up 7.52%, with a trading volume of 109,200 shares, totaling 278 million yuan [1] - Weida Optoelectronics (920001) closed at 21.59, increasing by 6.20%, with a trading volume of 29,900 shares, totaling 63.67 million yuan [1] Fund Flow Analysis - The optical and optoelectronic sector experienced a net outflow of 134 million yuan from institutional funds, while retail investors saw a net inflow of 415 million yuan [2] - The overall trend indicates a mixed sentiment among different types of investors within the sector [2]

Core Viewpoint - The company, Lian De Equipment, announced a change in its continuous supervision representatives from the sponsor institution, Dongfang Securities, due to the departure of one representative for personal reasons [2]. Group 1 - Lian De Equipment received a notice from Dongfang Securities regarding the replacement of its continuous supervision representatives [2]. - The original representatives, Liu Junqing and Liu Tao, were responsible for the company's ongoing supervision [2]. - Liu Junqing has left his position for personal reasons, prompting the appointment of Zhou Yang as the new representative to ensure the continuity of supervision [2].

证券代码：300545 证券简称：联得装备 公告编号：2025-074 公司董事会对刘俊清先生在公司持续督导期间所作出的贡献表示衷心感谢！ 特此公告。 深圳市联得自动化装备股份有限公司 董事会 2025 年 10 月 14 日 1 深圳市联得自动化装备股份有限公司 关于更换持续督导保荐代表人的公告 本公司及董事会全体成员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。 深圳市联得自动化装备股份有限公司（以下简称"公司"）于近日收到保荐机构东方证券 股份有限公司（以下简称"东方证券"）《关于更换深圳市联得自动化装备股份有限公司2021 年向特定对象发行股票持续督导保荐代表人的情况说明》，东方证券原委派刘俊清先生和刘涛 先生为公司持续督导工作的保荐代表人。原持续督导保荐代表人刘俊清先生因个人原因离职， 不再继续从事对公司的持续督导工作，为保证持续督导工作的有序进行，东方证券现委派保荐 代表人周洋先生（简历见附件）接替刘俊清先生担任公司持续督导保荐代表人，负责持续督导 工作，履行相关职责。 本次保荐代表人变更后，公司持续督导保荐代表人为周洋先生和刘涛先生。 附：周洋先生简历 周洋先生：现任 ...

Group 1 - The core point of the news is that Lian De Equipment has experienced a significant decline in stock price, dropping 3.02% to 29.54 CNY per share, with a total market value of 5.479 billion CNY and a cumulative drop of 8.66% over three consecutive days [1] - Lian De Equipment, established on June 7, 2002, and listed on September 28, 2016, is based in Shenzhen, Guangdong Province, and primarily engages in the supply of electronic specialized equipment and solutions, with 98.18% of its revenue coming from equipment, 1.54% from fixtures, and 0.28% from other sources [1] Group 2 - According to data from the top ten holdings of funds, one fund under Huaxia Fund has a significant position in Lian De Equipment, with Huaxia Stable Fortune Six-Month Holding Mixed A (013101) holding 10,400 shares, accounting for 0.23% of the fund's net value, ranking as the third-largest holding [2] - The fund has incurred a floating loss of approximately 9,568 CNY today, with a total floating loss of 29,100 CNY during the three-day decline [2] - The fund was established on December 21, 2021, with a latest scale of 84.8563 million CNY, and has achieved a year-to-date return of 1.69%, ranking 7,621 out of 8,162 in its category [2]

Core Viewpoint - The company has achieved technological breakthroughs in the solid-state battery equipment sector, with ultrasonic welding process equipment already delivered to customers, although current order volumes are limited and primarily focused on supporting customer R&D and pilot testing needs [1] Group 1 - The company is in the early stages of market development for solid-state battery equipment [1] - Future efforts will focus on monitoring industry demand changes and actively seizing market opportunities [1]

Core Viewpoint - The company, LianDe Equipment (300545.SZ), has stated that its products are currently not used in the manufacturing of humanoid robots [1] Group 1 - The company has clarified its current product applications, indicating a focus away from humanoid robot manufacturing [1]

Core Viewpoint - The company, LianDe Equipment (300545.SZ), has stated on an interactive platform that it can provide fully automated PCB binding equipment, and its related equipment currently does not involve the CPO field [1] Group 1 - The company specializes in providing fully automated PCB binding equipment [1] - The company's current equipment offerings do not include products related to the CPO sector [1]

Core Viewpoint - The company, Lian De Equipment (300545.SZ), confirmed that it does not currently provide products or equipment related to CPO optical module packaging, but it can offer fully automated PCB binding equipment [2] Group 1 - The company responded to an investor inquiry regarding its capabilities in CPO optical module packaging and PCB manufacturing equipment [2] - Lian De Equipment's current offerings do not include products in the CPO field [2] - The company specializes in providing fully automated PCB binding equipment for its clients [2]

Core Viewpoint - The company, LianDe Equipment (300545), has stated that it can provide fully automated PCB binding equipment, and its current equipment does not involve the CPO field [1] Group 1 - The company offers fully automated PCB binding equipment [1] - The company's equipment is not currently involved in the CPO sector [1]