联合光电公告，公司控股股东、实际控制人、董事长龚俊强质押展期290万公司股份，占其所持股份比 例6.07%，占公司总股本比例1.08%。 ...

证券代码：300691 证券简称：联合光电 公告编号：2025-066 本次为股东部分股份的质押展期，不涉及新增融资安排。截至本公告披露日， 公司控股股东、实际控制人资信状况良好，质押股份整体风险可控，不存在平仓 风险或被强制过户风险。公司将持续关注大股东、实际控制人及其一致行动人质 押情况，并按规定做好相关信息披露工作。 1 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质押 展期股数 （股） 占其 所持 股份 比例 占公司 总股本 比例 是否 为限 售股 是否为 补充质 押 质押 起始日 原质押到 期日 展期后 质押到 期日 质权人 用途 龚俊强 是 2,900,000 6.07% 1.08% 否 否 2024.12.9 2025.12.8 2026.6.8 中国银河 证券股份 有限公司 生产 经营 一、本次股份质押展期情况 中山联合光电科技股份有限公司 关于公司控股股东、实际控制人 部分股份质押展期的公告 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。 中山联合光电科技股份有限公司（以下简称"公司"）近日接到公司控股股东、 实际控制人 ...

Core Viewpoint - The company is facing a dilemma of increasing revenue without profit, prompting it to acquire Dongguan Changyi Optoelectronics Co., Ltd., which recently turned profitable after a loss in the previous year [1][2]. Group 1: Transaction Details - The company plans to acquire 100% of Changyi Optoelectronics for a total consideration of 260 million yuan, through a share issuance and fundraising [2]. - The share issuance price is set at 16.18 yuan per share, and the company aims to raise up to 200 million yuan from specific investors [2]. - The transaction will not change the control of the company, as the controlling shareholders remain the same [2]. Group 2: Voting Rights and Control - Four shareholders of Changyi Optoelectronics will delegate their voting rights to the company's actual controller, enhancing his control over the company [3]. - This arrangement, while not altering the formal control structure, effectively consolidates power within the existing management [3]. Group 3: Financial Performance - Changyi Optoelectronics has shown significant revenue fluctuations, with revenues of 197.52 million yuan in 2023, 464.76 million yuan in 2024, and 363.99 million yuan in the first eight months of 2025 [4]. - The net profit of Changyi Optoelectronics was a loss of 54.76 million yuan in 2023, a small profit of 1.38 million yuan in 2024, and a profit of 25.79 million yuan in the first eight months of 2025 [4]. - The company's main business, optical lens manufacturing, is under pressure, with a revenue of 1.436 billion yuan in the first three quarters of 2025, an 8.11% increase, but a net loss of 24.37 million yuan, a 168.14% decrease year-on-year [4]. Group 4: Market Sentiment - The market is cautious about the transaction due to the volatility of Changyi Optoelectronics' performance and the ongoing pressure on the company's main business [5]. - The stability and depth of customer relationships with industry leaders like Sunny Optical will significantly impact the post-acquisition performance [5].

证券日报网12月9日讯联合光电（300691）在12月8日回答调研者提问时表示，公司始终坚持围绕光学主 业进行战略布局，并从公司发展战略和股东利益出发寻找合适的投资或并购机会，具体以公司公告为 准。 ...

Core Viewpoint - The company emphasizes that high investment in R&D is a proactive choice to maintain technological leadership and product competitiveness [1] Group 1: R&D Investment - The company focuses on cutting-edge optical technology, indicating a commitment to significant R&D expenditures [1] - The investment strategy aims to address rapid market changes and evolving customer demands [1] Group 2: Product Development - The company is actively developing products in high-end security, automotive lenses, and AR/VR optics [1] - Continuous technology reserves and product development are highlighted as key strategies for the company [1]

证券日报网12月9日讯联合光电（300691）在12月8日回答调研者提问时表示，公司将积极采取措施不断 改善业绩，并争取通过成本优化、多业务板块的协同发展等手段推动公司整体盈利能力的提升。 ...

Group 1 - The core viewpoint of the news is that United Optoelectronics (SZ 300691) is actively engaging with investors, indicating a focus on transparency and communication regarding its business operations [1] - United Optoelectronics will be participating in an investor survey on December 8, 2025, with key executives including the Vice General Manager and Financial Director present to address investor inquiries [1] - For the year 2024, the company's revenue composition is entirely from the optical lens manufacturing sector, indicating a focused business model [1] Group 2 - As of the report, United Optoelectronics has a market capitalization of 4.7 billion yuan [2]

Group 1: Acquisition Strategy - The acquisition of Changyi Optoelectronics is a strategic move to deepen the company's focus on its optical core business, leveraging Changyi's stable customer base in the consumer security lens market to complement its technical advantages in professional security [2][4] - The collaboration aims to enhance overall market share and profitability through the release of synergies in technology, products, and channels [3] Group 2: Capacity Expansion and Financial Planning - Post-acquisition, there are plans to expand Changyi Optoelectronics' production capacity, supported by funds raised through the issuance of shares for asset purchase [4] - The company has implemented a reasonable performance commitment and compensation mechanism to address uncertainties associated with the acquisition [5] Group 3: Research and Development Investment - High R&D expenditure is a proactive choice to maintain technological leadership and product competitiveness, focusing on advanced optical technologies in high-end security, automotive lenses, and AR/VR optics [6] - The increase in management and sales expenses is attributed to strategic expansion efforts, including market development for innovative businesses and continuous product iteration [8] Group 4: Subsidiary Operations and Challenges - The subsidiary Zhongshan United Optoelectronics Technology Co., Ltd. focuses on new display technologies, including AR/VR, AI glasses, projectors, and laser TVs [9] - The losses in the subsidiary United Automotive are due to high initial investment and certification costs in the automotive industry, alongside a strategic shift to focus on automotive optical products [10] Group 5: Future Performance and Investment Plans - The company aims to improve overall profitability through cost optimization and collaborative development across multiple business segments [12] - There are ongoing considerations for further investments or acquisitions aligned with the optical core business strategy, subject to company announcements [12]

Core Viewpoint - The company announced a strategic shift by divesting its stake in the subsidiary Lingzhi Yunchuang Technology Co., Ltd. to focus on its core optical business, moving away from the wheel-based medical service and logistics delivery robot sector [2][3]. Group 1: Transaction Details - The transaction consists of two parts: a share transfer and a capital increase, which are interdependent [2]. - The share transfer involves the full subsidiary Lianyi Helite Technology Co., Ltd. selling its stake in Lingzhi Yunchuang, with a transfer price of 14.3 million yuan for a registered capital of 5.6746 million yuan [2]. - Following the capital increase, the registered capital of Lingzhi Yunchuang will rise from 10 million yuan to 12.36 million yuan, with Lianyi Helite's ownership dropping from 100% to 34.9951%, while Wan Ce Zhizao will hold 65.0049% [2]. Group 2: Business Transition - Post-transaction, the company will transfer all non-Lingzhi Yunchuang medical robot-related R&D results, design materials, intellectual property, unfulfilled contracts, and customer relationships to Lingzhi Yunchuang [3]. - Lingzhi Yunchuang, established on May 11, 2024, has a registered capital of 10 million yuan and focuses on the development and sales of intelligent robots, particularly in the medical service and logistics sectors [3]. Group 3: Financial Performance - Lingzhi Yunchuang has reported losses in recent years, with 2024 revenues of 206,200 yuan and a net loss of 3.2282 million yuan, resulting in total assets of 4.466 million yuan and a net asset deficit of 938,200 yuan [3]. - For the period from January to July 2025, Lingzhi Yunchuang generated revenues of 152,480 yuan and a net loss of 623,920 yuan, with total assets of 7.514 million yuan and a net asset deficit of 597,400 yuan as of July 31 [3]. Group 4: Legal and Ownership Status - As of the announcement date, Lingzhi Yunchuang's ownership is clear, with no pledges or restrictions on rights, and it does not involve any major disputes [4].

Core Viewpoint - The actual controller of the company, Gong Junqiang, along with his concerted actions, has increased their shareholding from 23.90% to 26.33% through a voting rights entrustment agreement and asset acquisition via share issuance [1] Shareholding Changes - Gong Junqiang and his concerted actions, including Qiu Shengping, Wang Jinping, Yin Haiming, Shenzhen Qinyi, and Shenzhen Chuangyi, have collectively acquired approximately 10.78 million shares through this transaction [1] - Gong Junqiang's direct shareholding remains unchanged at 47.75 million shares, but his voting rights have increased to 20.53% due to the entrustment agreement [1] Control and Transaction Details - After the changes, Gong Junqiang and Qiu Shengping together control 26.33% of the voting rights, indicating no change in the company's controlling shareholder or actual controller [1] - The transaction amount is 260 million yuan, with the target being 100% equity of Dongguan Changyi Optoelectronics Co., Ltd [1] - There are currently no clear plans for further shareholding changes by the information disclosing parties and their concerted actions within the next 12 months [1]