Core Insights - The industrial lens industry is experiencing significant growth, with market size projected to increase from 250 million yuan in 2016 to 4.686 billion yuan by 2025, representing a compound annual growth rate (CAGR) of 38.5% [1][9] - This growth is supported by government policies aimed at promoting smart manufacturing and machine vision, which directly increases demand for industrial lenses [1][9] - The industry benefits from a wide range of applications, including industrial automation, medical, security, transportation, and aviation, which further drives demand [1][9] - Technological advancements and improved R&D capabilities among domestic companies enhance product performance, meeting diverse market needs and expanding market capacity [1][9] Industry Overview - Industrial lenses are specialized optical lenses designed for industrial applications, characterized by high resolution, low distortion, high contrast, and excellent color performance [3] - They are categorized based on different interfaces (C-mount, CS-mount, F-mount) and focal lengths (fixed-focus, variable-focus) [3] Industry Chain - The industrial lens industry consists of upstream raw materials (optical glass, optical plastics), midstream manufacturing, and downstream applications in machine vision, video surveillance, industrial inspection, and medical imaging [5][6] - In machine vision, industrial lenses are used for quality inspection, size measurement, surface defect detection, and barcode recognition [5][6] Competitive Landscape - The domestic industrial lens market has historically been dominated by foreign brands, but local companies are gaining recognition through technological innovation and competitive pricing [9] - Key players in the industry include Guangdong Aopt Technology Co., Ltd., Hunan Changbida Optoelectronics Technology Co., Ltd., Shenzhen Shiqing Technology Co., Ltd., and others [9][10] Development Trends - Future advancements in the industrial lens sector will focus on higher resolution, larger apertures, reduced distortion, and lightweight designs, driven by innovations in optical technology and materials science [12] - Increased industry consolidation and collaboration among companies are expected to enhance competitiveness and resource sharing [13] - The domestic market is likely to see accelerated replacement of foreign products with local alternatives, supported by government policies promoting innovation and R&D investment [14]

Core Insights - The company has signed a business cooperation framework contract with Wuhan Lingzhi Cloud Creation Technology Co., Ltd. to provide robot product assembly and related services, marking a shift from core technology R&D to large-scale production in the robotics industry [1] - Wuhan Lingzhi Cloud Creation, a subsidiary in which the company holds a 34.9951% stake, focuses on the R&D and industrialization of unmanned systems, aligning closely with the company's robotics strategy [1][2] Company Summary - As of December 31, 2025, Lingzhi Cloud Creation has total assets of 15.6967 million yuan, total liabilities of 10.5956 million yuan, and net assets of 5.1011 million yuan, with an operating income of 5.0801 million yuan and a net profit of -10.6163 million yuan [1] - The company has a solid technical foundation and application experience in the robotics field, having launched various robot products for disinfection, logistics, and security patrols, successfully entering key sectors such as hospitals and airports [2] Industry Summary - The global service robot market is projected to reach $40 billion by 2025, with a compound annual growth rate (CAGR) of 17.1%, and commercial service robot shipments exceeding 100,000 units, with Chinese companies holding over 60% of the market share [2] - The collaboration between the company and Lingzhi Cloud Creation covers the complete industry chain from core technology to large-scale production and scene implementation, positioning them to fully benefit from industry growth [2]

Group 1 - Major shareholder Han Yuanfu of Dayuan Pump Industry plans to reduce his stake by up to 3%, totaling no more than 5.595 million shares [1] - Hainan Highway, a shareholder of Haikou Group, intends to increase its stake in the company by no less than 40 million yuan and no more than 50 million yuan [2] - China Communications Construction Company signed new contracts worth 1.883672 trillion yuan in 2025, a year-on-year increase of 0.13% [3] Group 2 - The controlling shareholder of Quzhou Development proposed to repurchase shares worth between 100 million and 200 million yuan [4] - Shareholder Huang Song of Huibo Pu plans to reduce his stake by up to 1%, totaling no more than 1.3372 million shares [5] - The board secretary of Fusenmei has had his detention lifted and is now under investigation, allowing him to resume his duties [6] Group 3 - YN Holdings clarified that its investment target does not belong to the sectors of computing chip manufacturing, computing leasing, or cloud services [7] - Shareholder Euro Star Diamond plans to reduce its stake in Laishen Tongling by up to 3%, totaling no more than 1.029 million shares [8] - Shareholder Zhu Guangkui of Demar Technology plans to reduce his stake by up to 3%, totaling no more than 791.24 million shares [10] Group 4 - Newnow's subsidiary received approval for clinical trials of drug SYS6023 for breast cancer treatment [11] - Ruipubio plans to invest 295 million yuan to establish a merger and acquisition industry fund focusing on animal health and biomedicine [12] - Shareholder Ningbo Hutong plans to reduce its stake in Huitong Energy by up to 1%, totaling no more than 206.28 million shares [13] Group 5 - Chengda Bio's high-dose influenza virus vaccine has received approval for clinical trials [14] - Kang En Bei's subsidiaries participated in the national centralized procurement process, with selected drugs expected to generate 385 million yuan in sales in 2024 [15] - Weitang Industrial signed a strategic cooperation framework agreement with Amphenol to enhance product development and market collaboration [16] Group 6 - Terui De is the first candidate for a 137 million yuan EPC general contracting project [17] - Chen Zhan Optoelectronics plans to invest 650 million yuan to establish an overseas smart manufacturing base [19] - Zhang Yi Technology's AI short drama business revenue is expected to account for no more than 1% of total revenue in 2025 [20] Group 7 - Jiangshan Co. plans to reduce its stake by up to 3%, totaling no more than 4.3308 million shares [21] - Xie Chuang Data plans to procure servers from multiple suppliers, with a total expected expenditure of no more than 11 billion yuan [22] - Huaming Equipment is planning to issue H-shares and list on the Hong Kong Stock Exchange [23] Group 8 - Wenzhou Hongfeng plans to raise no more than 450 million yuan through a private placement for expansion projects [24] - Yingkerui plans to raise no more than 379 million yuan for various projects including smart power supply systems [25] - Jingrui Electric Materials plans to invest 600 million yuan to build a key materials base for the integrated circuit manufacturing industry [26] Group 9 - Beijing Bank's chairman resigned due to age [27] - Youkeshu's actual controller plans to increase his stake by no less than 50 million yuan and no more than 100 million yuan [28] - Hanbo High-tech's subsidiary plans to acquire assets to enter the wet electronic chemicals industry [29] Group 10 - Jia Mei Packaging clarified that its capital operations related to Magic Atom will be independent of the listed company [30] - International Composite Materials confirmed that electronic-grade glass fiber is a key raw material for PCBs [31] - Zhongyin Fashion plans to procure hardware simulation accelerators for 9.385 million USD [32] Group 11 - Haohai Biotechnology's shareholder plans to reduce his stake by up to 0.4337% [33] - United Optoelectronics plans to sign a framework contract with Lingzhi Cloud Creation for robot assembly services [34] - Qianfang Technology's major shareholder plans to reduce its stake by up to 1.5%, totaling no more than 2.36507 million shares [35] Group 12 - Xiamen Airport plans to acquire 100% of Zhaoxiang Technology for 1.193 billion yuan [36] - Tuoshan Heavy Industry plans to acquire 51% of Xin Kaiyuan for 219 million yuan [38] - Shenkai Co. plans to repurchase shares worth between 40 million and 80 million yuan [39] Group 13 - Hushun Co. plans to invest 3.3 billion yuan in a high-end PCB production project [40] - Zhengzhou Bank appointed Wang Sentao as vice president, pending regulatory approval [41]

Group 1 - The company will hold its first extraordinary general meeting of shareholders in 2026 on March 2, 2026, at 15:00 [3][4][68] - The meeting will combine on-site voting and online voting, with specific time slots for online voting provided [4][9] - Shareholders must register to attend the meeting, with registration details outlined for both individual and corporate shareholders [7][8] Group 2 - The company plans to provide a guarantee of up to RMB 18.27 million for its subsidiary, Zhongshan United Automotive Technology Co., Ltd., to support Guangdong Millimeter Automotive Technology Co., Ltd. [18][28] - The guarantee has been approved by the company's board and independent directors, emphasizing the importance of supporting supply chain stability [19][32][67] - The financial impact of this guarantee is deemed manageable, with no significant adverse effects on the company's financial status [30][29] Group 3 - The company has entered into a business cooperation framework contract with Wuhan Lingzhi Cloud Creation Technology Co., Ltd. to provide assembly and related services for robots [38][53] - This transaction is expected to enhance the company's production capacity and align with its strategic focus on optical business [53][65] - The pricing for this cooperation will be based on actual business conditions, ensuring fairness and compliance with regulations [38][53]

Group 1 - Jia Mei Packaging announced that the capital operation plan related to Magic Atom will be completely independent of the listed company, with no injection plan [2] - Shuangliang Energy indirectly participates in commercial aerospace projects but does not have direct cooperation with SpaceX [2] - Zhangyue Technology expects that the revenue from its AI short drama business in 2025 will not exceed 1% of its total annual revenue [2] Group 2 - Xianglu Tungsten stated that significant economic fluctuations in the countries of its main customers could greatly impact the demand for tungsten products and the recovery of accounts receivable [3] - United Optoelectronics signed a business cooperation framework contract with Lingzhi Cloud Creation to provide assembly and processing services for robot products [4] - Hanbo High-tech's subsidiary plans to acquire assets to layout the wet electronic chemicals industry [4] Group 3 - International Composite Materials confirmed that electronic-grade glass fiber is a key raw material for PCBs and that its operations are normal [5] - Jingrui Electric Materials plans to invest 600 million yuan to build a comprehensive base for key materials in the integrated circuit manufacturing industry in the western region [6] - Wenzhou Hongfeng intends to raise no more than 450 million yuan for the expansion of lithium battery copper foil and electronic copper foil projects [7] Group 4 - Zhi Chuang Data plans to procure servers from multiple suppliers, with a total expected amount not exceeding 11 billion yuan [8] - Zhangyuan Tungsten reported that its current operating conditions and external environment are normal, with no undisclosed significant matters [17] - Yida Co. plans to adjust the technical reform project for the production of 220,000 tons of epoxy propylene derivatives [19] Group 5 - Huazhong Bank reported a net profit of 27.2 billion yuan for 2025, a decrease of 1.72% year-on-year [27][28] - Jin Dike reported a net loss of 173 million yuan for 2025, despite a revenue increase of 40.13% [29] - Luan An Huan Neng reported a 16.8% year-on-year increase in coal sales in January 2026 [30]

Core Viewpoint - The company, United Optoelectronics (300691.SZ), is enhancing its operational capabilities by entering into a business cooperation framework agreement with Wuhan Lingzhi Cloud Innovation Technology Co., Ltd. to provide assembly and related services for various types of robots, aligning with its strategic focus on optical manufacturing [1]. Group 1 - The company held its fourth board meeting on February 10, 2026, to approve the signing of the business cooperation framework contract with Lingzhi Cloud Innovation [1]. - The agreement aims to ensure a smooth transition of the supply chain following business adjustments and is expected to improve the company's capacity utilization [1]. - The transaction pricing is based on market principles, ensuring fairness and not harming the interests of the company or its shareholders, particularly minority shareholders [1].

Core Viewpoint - The company, United Optoelectronics (300691.SZ), has announced a strategic partnership with Wuhan Lingzhi Cloud Creation Technology Co., Ltd. to enhance its operational capabilities and align with its development strategy in the optical industry [1] Group 1: Business Cooperation - The company will sign a Business Cooperation Framework Agreement with Lingzhi Cloud Creation, which includes the assembly and processing of various types of robots (transport robots, service robots, disinfection robots, etc.) [1] - This transaction aims to improve the company's capacity utilization and leverage its manufacturing advantages in high-end precision manufacturing [1] Group 2: Strategic Alignment - The agreement aligns with the company's focus on its optical core business and supports its overall development strategy [1] - The pricing of the transaction follows market principles, ensuring fairness and reasonableness, and does not harm the interests of the company or its shareholders, particularly minority shareholders [1]

二〇二六年二月 中山联合光电科技股份有限公司 发行股份购买资产并募集配套资金暨关联交易报告书（草案）（修订稿） 上市公司声明 证券代码：300691 证券简称：联合光电 上市地点：深圳证券交易所 中山联合光电科技股份有限公司 发行股份购买资产 并募集配套资金暨关联交易报告书 （草案）（修订稿） | 交易类型 | 交易对方名称 | | --- | --- | | 发行股份购买资产 | 王锦平、殷海明、殷锦华、赖成勇、廖公仆、石建宁、 | | | 深圳市创益企业管理合伙企业（有限合伙）、深圳市勤 | | | 益企业管理合伙企业（有限合伙）、祝志勇、易雪峰、 | | | 赵志坤 | | 募集配套资金 | 不超过35名符合中国证监会条件的特定投资者 | 独立财务顾问 本公司及全体董事、高级管理人员保证本报告书内容的真实、准确、完整， 对报告书的虚假记载、误导性陈述或重大遗漏负相应的法律责任。 本公司实际控制人、控股股东、董事、高级管理人员承诺：如本人在本次交 易中提供或披露的信息涉嫌虚假记载、误导性陈述或者重大遗漏，被司法机关立案 侦查或者被中国证券监督管理委员会立案调查的，在形成调查结论以前，本人将暂 停转让在上市 ...

证券代码：300691 证券简称：联合光电 上市地点：深圳证券交易所 中山联合光电科技股份有限公司 联合光电 发行股份购买资产并募集配套资金暨关联交易报告书（草案）摘要（修订稿） 声明 本重大资产重组报告书摘要的目的仅为向公众提供有关本次重组的简要情 况，并不包括重大资产重组报告书全文的各部分内容。重大资产重组报告书全文 同时刊载于巨潮资讯网（http://www.cninfo.com.cn/）。 发行股份购买资产 并募集配套资金暨关联交易报告书 （草案）摘要（修订稿） | 交易类型 | 交易对方名称 | | --- | --- | | 发行股份购买资产 | 王锦平、殷海明、殷锦华、赖成勇、廖公仆、石建宁、 | | | 深圳市创益企业管理合伙企业（有限合伙）、深圳市勤 | | | 益企业管理合伙企业（有限合伙）、祝志勇、易雪峰、 | | | 赵志坤 | | 募集配套资金 | 不超过35名符合中国证监会条件的特定投资者 | 独立财务顾问 二〇二六年二月 1 联合光电 发行股份购买资产并募集配套资金暨关联交易报告书（草案）摘要（修订稿） 上市公司声明 本公司及全体董事、高级管理人员保证本报告书内容的真实、准确、完 ...

证券代码：300691 证券简称：联合光电 公告编号：2026-004 | 担保方 | 被担保方 | 担保方 持股比 例 | 被担保方 最近一期 资产负债 率 | 截至目前 担保余额/ 万元 | 债权人 | 本次新增 担保额度/ 万元 | 担保额 度占上 市公司 最近一 期净资 | 是否关联 担保 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 汕头超声 | | 产比例 | | | | | | | 0 | 印制板 （二厂） | 330 | 0.21% | 是 | | 联合汽车 | 毫米汽车 | 30% | 24.61% | | 有限公司 | | | | | | | | | | 深圳市景 | | | | | | | | | | 旺电子股 | 330 | 0.21% | 是 | | | | | | | 份有限公 | | | | | | | | | | 司 | | | | 中山联合光电科技股份有限公司 关于为参股公司提供担保暨关联交易的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或者重 ...