10月22日，聚灿光电盘中下跌2.02%，截至09:45，报9.22元/股，成交9935.96万元，换手率1.50%，总市 值86.57亿元。 分红方面，聚灿光电A股上市后累计派现2.84亿元。近三年，累计派现2.30亿元。 资金流向方面，主力资金净流出1170.79万元，特大单买入473.00万元，占比4.76%，卖出518.59万元， 占比5.22%；大单买入1372.53万元，占比13.81%，卖出2497.73万元，占比25.14%。 机构持仓方面，截止2025年9月30日，聚灿光电十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2013.48万股，相比上期增加1025.63万股。博道成长智航股票A（013641）位居第十大流 通股东，持股311.91万股，为新进股东。 聚灿光电今年以来股价涨6.74%，近5个交易日涨3.60%，近20日涨2.90%，近60日涨5.86%。 责任编辑：小浪快报 资料显示，聚灿光电科技股份有限公司位于江苏省苏州工业园区月亮湾路15号中新大厦32楼01-05室， 成立日期2010年4月8日，上市日期2017年10月16日，公司主营业务涉及化合物光电半导体材料 ...

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]

格隆汇10月20日丨聚灿光电(300708.SZ)公布，公司收到潘华荣先生出具的《关于减持股份触及1%整数 倍暨减持计划实施完成的告知函》，2025年9月26日至2025年10月17日，潘华荣先生通过集中竞价交易 方式累计减持公司股份9,340,000股（占公司总股本的比例为0.99%），差额不减持，已完成本次减持计 划。本次权益变动后，公司控股股东、实际控制人、董事长兼总经理潘华荣先生持有公司股份由 187,406,668减少至178,066,668股，占总股本的比例由19.29%减少至18.97%，持股比例变动触及1%的整 数倍。 ...

Core Viewpoint - The major shareholder and actual controller of Juzan Optoelectronics, Pan Huarong, has completed a share reduction plan, decreasing his holdings in the company [1] Group 1: Shareholding Changes - Pan Huarong reduced his shareholding by 9.34 million shares through centralized bidding from September 26 to October 17, 2025, at an average price of 9.24 yuan per share [1] - His total shareholding decreased from 187 million shares to 178 million shares, representing a change from 19.29% to 18.97% of the total share capital [1] - The reduction in shareholding has triggered a change that touches the 1% integer multiple [1]

证券代码：300708 证券简称：聚灿光电 公告编号：2025-082 聚灿光电科技股份有限公司 关于控股股东、实际控制人、董事长兼总经理减持股份 触及 1%整数倍暨减持计划实施完成的公告 公司控股股东、实际控制人、董事长兼总经理潘华荣先生保证向本公司提供 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。 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。 聚灿光电科技股份有限公司（以下简称"公司"）于 2025 年 8 月 18 日披露了 《关于公司控股股东、实际控制人、董事长兼总经理股份减持计划的预披露公告》 （公告编号：2025-064）。公司控股股东、实际控制人、董事长兼总经理潘华荣先 生计划自本减持计划公告之日起十五个交易日之后三个月内，以集中竞价方式减 持公司股份数量不超过 9,386,149 股，即不超过公司扣除回购专户股份后总股本 938,614,994 股的 1%。 2、潘华荣先生减持前持股比例，按当时总股本 971,446,654 股为基数计算；减持后持股比例，按当前总 股本 938,915,144 股为基数计算。 二、权益变动触及 1%整数倍的具体情况 | ...

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research visits in the past 30 days include Rongbai Technology, Jingzhida, Shouchuang Environmental Protection, World, and Jiufeng Energy [12] - In the last five days, the most researched companies were Dike Co., Jiuzhou Pharmaceutical, Aipeng Medical, Juzan Optoelectronics, and LiuGong [13] - Among the top twenty companies in the past 30 days, 11 had ten or more rating agencies, with Huafeng Measurement and Huichuan Technology expected to see significant growth in net profit for the first half of 2025 compared to 2024 [12] Group 2: Major Shareholder Increase in A-Share Companies - From October 13 to October 17, 2025, six A-share companies announced significant shareholder increases, with Luyin Investment and Beichen Industrial planning to increase their holdings by amounts exceeding 1% of the latest market value [17] - From January 1 to October 17, 2025, a total of 285 companies announced shareholder increases, with 81 having ten or more rating agencies, and 20 of these companies planning increases exceeding 1% of their latest market value [19] Group 3: A-Share Company Buyback Situation - From October 13 to October 17, 2025, 72 companies announced buyback progress, with 12 having ten or more rating agencies, and four companies expected to have buyback amounts exceeding 1% of their market value [24] - From January 1 to October 17, 2025, 1,768 companies announced buyback progress, with 383 having ten or more rating agencies, and 89 companies expected to have buyback amounts exceeding 1% of their market value [27]

Core Viewpoint - The company focuses on the recovery of gold waste as part of its business operations, specifically related to its LED chip production process [1] Group 1: Business Operations - The company's waste recovery business primarily involves the recycling of gold waste [1] - Gold is used as a conductive material in the production process of LED chips [1] - After usage, a small portion of high-purity granular gold is vaporized onto circuits, while the majority forms recoverable gold waste mixed with other production materials [1] Group 2: Market Interaction - The company references gold market prices when delivering the recoverable gold waste to specialized gold recovery firms for processing [1]

（编辑 王雪儿） 证券日报网讯 聚灿光电10月17日在互动平台回答投资者提问时表示，"年产240万片红黄光外延片、芯 片项目"2025年1月通线，目前单月产量已突破5万片，个别工序突破8万片，通过设备持续调试投入使 用，各工序产能协调提升，项目推进顺利。 ...

证券日报网讯 聚灿光电（300708）10月17日发布公告，在公司回答调研者提问时表示，过去几年， LED行业经历了深度洗牌，聚灿光电凭借技术、资金和客户优势，市占率从2021年6.59%提升至2024年 8.52%，稳居国内前列，同业企业数量较十年前大幅减少，市场正进入垄断初期阶段，各厂商逐步形成 差异化分工。公司2010年成立以来，专注于氮化镓蓝绿光芯片，各项产品性能指标都遥遥领先，以照明 和背光业务作为稳定盈利基础，支撑红黄光项目建设和显示领域的快速突破。由于新一代显示应用领域 的不断开拓，公司新增了红黄光产品业务，是公司完善全光谱技术版图的关键一步，这一布局填补了公 司全彩显示技术缺口，配套蓝绿光协同销售及产品结构优化调整，最终公司实现全色系布局，实现全产 品覆盖，不断提升技术水平，优化产品结构，以性能引领市场，实现直显领域跨越式发展。目前公司市 场份额约8%，随着RGB显示、Mini LED等市场的快速崛起，蓝绿光芯片性能提升，红黄光芯片产能释 放，公司市占率提升还有很大空间。 ...

Core Viewpoint - The company has invested certain resources in Micro LED technology research, although the scale of investment is relatively limited [1] Group 1: Company Strategy - The company's layout in Micro LED technology focuses on two main aspects: conducting independent research on forward-looking technologies to accumulate core talent and technical reserves, and emphasizing collaborative development with customers [1] - The company has already achieved the development of some collaborative products, which are currently in the verification stage [1] Group 2: Future Outlook - The company aims to leverage its forward-looking research and collaborative efforts with customers to quickly capture terminal demand and achieve rapid market entry when the technology route becomes clearer and the market truly starts [1]