证券代码：300620 证券简称：光库科技 公告编号：2025-067 珠海光库科技股份有限公司 关于使用部分暂时闲置募集资金进行现金管理的进展公告 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。 珠海光库科技股份有限公司（以下简称"公司"）于 2025 年 8 月 15 日召开第 四届董事会第十七次会议，审议通过《关于增加使用部分暂时闲置募集资金进行现金 管理额度的议案》，公司在确保不影响募投项目建设和正常生产经营的情况下，同意 将暂时闲置募集资金进行现金管理的额度由不超过人民币 20,000 万元增加至不超过 人民币 25,000 万元，用于购买安全性高、流动性好、有保本约定、单项产品投资期 限最长不超过 12 个月的银行结构性存款等产品，进行现金管理的额度在董事会审议 通过之日起十二个月有效，在有效期内可以循环滚动使用，募集资金现金管理到期后 归还至募集资金专用账户，并授权总经理在规定额度范围内行使该项投资决策权，由 财务负责人具体办理相关事项。公司监事会、保荐机构均发表了明确同意的意见。具 体内容详见公司刊载于巨潮资讯网（www.cninfo.com. ...

Market Overview - The communication equipment sector experienced a decline of 2.18% on September 30, with Feiling Kesi leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Notable gainers in the communication equipment sector included: - Dingxin Communication (603421) with a closing price of 8.00, up 10.04% and a trading volume of 274,800 shares [1] - Bingjin Co., Ltd. (603118) closed at 13.76, up 6.01% with a trading volume of 1,377,400 shares [1] - Xinkai Mobile (688387) closed at 6.94, up 3.58% with a trading volume of 529,600 shares [1] - Major decliners included: - Feiling Kesi (301191) closed at 110.45, down 6.37% with a trading volume of 58,700 shares [2] - Xinyi Sheng (300502) closed at 365.77, down 5.80% with a trading volume of 495,900 shares [2] - Guangku Technology (300620) closed at 118.80, down 5.11% with a trading volume of 166,200 shares [2] Capital Flow - The communication equipment sector saw a net outflow of 5.981 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.771 billion yuan [2][3] - Notable stocks with significant capital flow included: - Dingxin Communication (603421) had a net inflow of 105 million yuan from institutional investors, representing 48.64% of its total capital flow [3] - Bingjin Co., Ltd. (603118) experienced a net outflow of 23.5 million yuan from institutional investors, accounting for 12.28% of its total capital flow [3]

Core Viewpoint - The optical communication module sector experienced a decline, with a notable drop of 1.52% on September 30, indicating a bearish trend in the industry [1] Company Performance - Guangxu Technology saw a significant decrease of 4.79% in its stock price [1] - Changfei Fiber's stock fell by 4.73% [1] - NewEase's stock declined by 4.62% [1] - Huagong Technology and Guangxun Technology both experienced declines of over 2% [1] - Changxin Bochuang also reported a drop of over 2% [1]

Market Performance - On September 29, the communication equipment sector rose by 1.31%, with Sanwang Communication leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Individual Stock Performance - Notable performers included: - Sanwang Communication (688618) with a closing price of 26.97, up 7.11% on a trading volume of 33,500 shares [1] - Kunheng Shunwei (688283) closed at 33.49, up 6.69% with a volume of 29,500 shares [1] - Youfang Technology (651889) at 71.85, up 6.65% with a volume of 75,400 shares [1] - Other significant gainers included Shijia Technology (002796), ST Jinglun (600355), and Guangku Technology (300620) [1] Capital Flow Analysis - The communication equipment sector experienced a net outflow of 1.666 billion yuan from institutional investors and 153 million yuan from speculative funds, while retail investors saw a net inflow of 1.819 billion yuan [2] - Key stocks with significant capital flow included: - New Yisheng (300502) with a net inflow of 500 million yuan from institutional investors, but a net outflow of 322 million yuan from speculative funds [2] - Other stocks like Guangku Technology (300620) and Dekeli (688205) also showed mixed capital flows [2]

Core Viewpoint - The company, Guangku Technology, indicated that its wavelength division multiplexers and other general optical fiber devices can be applied in the optical communication field, including quantum communication, but the revenue contribution from these products is relatively low, thus having a minor impact on the company's overall performance [1] Group 1 - The company's products include wavelength division multiplexers and general optical fiber devices [1] - These products are applicable in the optical communication sector, specifically in quantum communication [1] - The revenue contribution from these products is low, resulting in minimal impact on the company's operational performance [1]

Core Viewpoint - Guangku Technology's stock has shown significant volatility, with a year-to-date increase of 152.27% but a recent decline of 11.48% over the past five trading days, indicating potential market fluctuations and investor sentiment shifts [1][2]. Company Overview - Guangku Technology, established on November 9, 2000, and listed on March 10, 2017, is located in Zhuhai, Guangdong Province. The company specializes in the design, research and development, production, sales, and service of optical fiber devices, as well as non-residential real estate leasing and import-export agency services [1]. - The company's main revenue sources are optical communication devices (46.91%), fiber laser devices (42.54%), LiDAR light source modules and devices (8.68%), and others (1.87%) [1]. Financial Performance - For the first half of 2025, Guangku Technology reported a revenue of 597 million yuan, representing a year-on-year growth of 41.58%. The net profit attributable to shareholders was 51.87 million yuan, reflecting a 70.96% increase compared to the previous year [2]. - Since its A-share listing, Guangku Technology has distributed a total of 191 million yuan in dividends, with 82.71 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Guangku Technology increased to 38,000, with an average of 6,496 circulating shares per person, a decrease of 1.55% from the previous period [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 2.009 million shares, an increase of 901,000 shares from the previous period [3].

Company Overview - Guangku Technology Co., Ltd. is located in Zhuhai, Guangdong Province, established on November 9, 2000, and listed on March 10, 2017. The company specializes in the design, research and development, production, sales, and service of optical fiber devices, as well as non-residential real estate leasing and import-export agency services [1]. Business Segmentation - The main business revenue composition is as follows: optical communication devices account for 46.91%, optical fiber laser devices for 42.54%, LiDAR light source modules and devices for 8.68%, and others for 1.87% [1]. Stock Performance - On September 26, Guangku Technology's stock fell by 5.02%, trading at 120.15 yuan per share, with a transaction volume of 1.059 billion yuan and a turnover rate of 3.50%. The total market capitalization is 29.939 billion yuan [1]. Fund Holdings - According to data, one fund under Shenwan Hongyuan holds Guangku Technology as a top ten position. The Shenwan Hongyuan CSI 1000 Index Enhanced A Fund (017067) held 28,100 shares in the second quarter, unchanged from the previous period, representing 0.94% of the fund's net value, ranking as the fourth-largest holding. The estimated floating loss today is approximately 178,400 yuan [2]. Fund Performance - The Shenwan Hongyuan CSI 1000 Index Enhanced A Fund was established on February 14, 2023, with a latest scale of 87.4876 million yuan. Year-to-date returns are 28.89%, ranking 1898 out of 4220 in its category; one-year returns are 66.2%, ranking 1252 out of 3824; and since inception returns are 24.95% [2]. Fund Management - The fund managers for Shenwan Hongyuan CSI 1000 Index Enhanced A are Liu Dun and Xia Xiangquan. Liu Dun has a cumulative tenure of 7 years and 354 days, with a total fund asset size of 3.457 billion yuan, achieving a best fund return of 66.19% and a worst return of -70.72% during his tenure. Xia Xiangquan has a cumulative tenure of 4 years and 342 days, managing assets of 922 million yuan, with a best return of 22.87% and a worst return of -26.61% during his tenure [3].

Group 1 - The core viewpoint is that computing hardware stocks experienced a rebound, with Inspur Information hitting a historical high and surpassing a market capitalization of 110 billion [1] - Other companies in the sector, such as Huagong Technology, approached their daily limit increase, while Guangku Technology, Cambridge Technology, Guangxun Technology, Unisplendour, and Ruijie Networks also saw gains [1]

Group 1 - CPO and other computing hardware stocks are experiencing a sustained rebound [1] - Deep Science and Technology (深科达) has risen over 10% [1] - Huagong Technology (华工科技) has hit the daily limit up [1] - New Yisheng (新易盛) has increased by over 6% [1] - Zhongfu Circuit (中富电路) and Guangku Technology (光库科技) are among the top gainers [1]

Group 1 - The CPO concept stocks in the A-share market experienced significant gains, with Huagong Technology hitting the daily limit, and Xinyi Sheng rising over 6% [1] - Other notable performers included Shuguang Shuchuang, Guangku Technology, Cambridge Technology, and Guangxun Technology, all increasing by over 5% [1] - The overall market sentiment is positive, indicated by the formation of a MACD golden cross signal, suggesting a strong upward trend for these stocks [2] Group 2 - Huagong Technology (code: 000988) saw a rise of 9.92%, with a total market capitalization of 98.1 billion and a year-to-date increase of 126.46% [2] - Xinyi Sheng (code: 300502) increased by 6.98%, with a market cap of 377.1 billion and a year-to-date rise of 361.40% [2] - Other companies like Shuguang Shuchuang (5.91% increase, 21 billion market cap, 55.73% YTD), Guangku Technology (5.89%, 32.9 billion, 172.17% YTD), and Cambridge Technology (5.42%, 32.1 billion, 196.26% YTD) also showed strong performance [2]