证券代码：300708 证券简称：聚灿光电 公告编号：2025-076 聚灿光电科技股份有限公司 关于回购股份注销完成暨股份变动的公告 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。 重要内容提示： 1、聚灿光电科技股份有限公司（以下称"公司"）本次注销的回购股份数量 为 32,831,660 股，占注销前公司总股本的 3.38% ，实际回购注销金额为 300,013,990.67 元。本次注销完成后，公司股份总数将由 971,746,804 股变更为 938,915,144 股，注册资本将由 971,746,804 元变更为 938,915,144 元。 2、经中国证券登记结算有限责任公司深圳分公司审核确认，公司已于 2025 年 9 月 9 日完成上述回购股份的注销手续。 一、公司回购股份基本情况 公司于 2024 年 2 月 5 日召开第三届董事会第二十六次会议，逐项审议通过了 《关于回购公司股份方案的议案》，同意公司通过集中竞价交易方式以不低于人民 币 3 亿元（含）且不超过人民币 5 亿元（含）的自有资金或自筹资金回购公司股 份，回购价格不超过人民币 ...

证券代码：300708 证券简称：聚灿光电 公告编号：2025-075 由于公司 2025 年半年度权益分派实施、限制性股票归属登记导致股份变化， 需对上述回购股份注销完成前后的股份总数、注册资本进行调整。 二、调整原因 1、2025 年半年度权益分派实施 公司于 2025 年 7 月 21 日、2025 年 8 月 6 日分别召开第四届董事会第十次 会议、2025 年第二次临时股东大会，审议通过了《关于修订〈公司章程〉的议 案》，同意公司根据 2025 年半年度权益分派实施结果对公司章程相关条款进行修 订，权益分派实施后，公司股份总数将由 680,152,346 股变更为 971,446,654 股， 注册资本将由 680,152,346 元变更为 971,446,654 元。2025 年 8 月 25 日，公司 办理完成注册资本变更和《公司章程》 备案的工商登记手续，并取得由苏州市 数据局换发的《营业执照》。具体内容详见公司披露于巨潮资讯网的《关于修订 〈公司章程〉的公告》（公告编号：2025- 059）、《关于完成工商变更登记并换发 营业执照的公告》（公告编号：2025- 072）。 聚灿光电科技股份有 ...

统一社会信用代码：91320000553774401L 类型：股份有限公司（上市、自然人投资或控股） 证券代码：300708 证券简称：聚灿光电 公告编号：2025-074 聚灿光电科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 聚灿光电科技股份有限公司（以下简称"公司"）于 2025 年 8 月 19 日召开了 第四届董事会第十一次会议，审议通过了《关于公司 2022 年限制性股票激励计 划预留授予部分第三个归属期归属条件成就的议案》。根据公司 2022 年第一次临 时股东大会授权，公司已完成上述股权激励计划预留授予部分第三个归属期 30.015 万股的股份登记工作，注册资本由 97,144.6654 万元变更为 97,174.6804 万 元，股份总数由 97,144.6654 万股变更为 97,174.6804 万股，同时对《公司章程》 相应内容作出修订。 近日公司完成了上述工商变更登记手续，并取得了由苏州市数据局换发的《营 业执照》。 变更后登记的相关信息如下： 二〇二五年九月九日 住所：苏州 ...

Core Viewpoint - The report from Dongxing Securities highlights that Jucan Optoelectronics achieved record-breaking performance in the first half of the year, with a net profit attributable to shareholders of 117 million yuan, representing a year-on-year increase of 3.43% [1]. Financial Performance - The company's net profit excluding non-recurring gains and losses reached 114 million yuan, up 8.12% year-on-year [1]. - The second quarter marked a new high for single-quarter performance, indicating a continuous enhancement in profitability [1]. Business Development - Strong operational performance is driven by robust production and sales, with steady development in core business areas [1]. - Key material consumption improvements and economies of scale have led to a continuous decline in manufacturing costs, further enhancing profitability [1]. Growth Drivers - The release of production capacity from the red and yellow light projects is expected to solidify the company's second growth curve [1]. - Collaborative sales with blue and green light products, along with adjustments in product structure, are anticipated to provide new growth points for performance [1]. - The market for secondary replacement in lighting is becoming a growth engine, with accelerated penetration in the Mini/MicroLED market [1]. Market Position - The company is recognized as a leading LED chip manufacturer in China, with expectations for sustained performance growth due to ongoing construction and optimization of existing product structures [1]. - Earnings per share (EPS) forecasts for 2025, 2026, and 2027 are projected at 0.28 yuan, 0.37 yuan, and 0.45 yuan, respectively, maintaining a "recommended" rating [1].

第三个归属期归属结果暨股份上市的公告 证券代码：300708 证券简称：聚灿光电 公告编号：2025-073 聚灿光电科技股份有限公司 关于公司 2022 年限制性股票激励计划预留授予部分 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。 重要内容提示： 1、本次归属的限制性股票上市流通日：2025 年 9 月 1 日 2、本次归属股票数量：30.015 万股，占目前公司总股本的 0.03% 3、本次归属限制性股票人数：5 人 聚灿光电科技股份有限公司（以下简称"公司"或"聚灿光电"）于 2025 年 8 月 19 日召开第四届董事会第十一次会议，审议通过了《关于公司 2022 年限制性 股票激励计划预留授予部分第三个归属期归属条件成就的议案》。近日，公司办 理了 2022 年限制性股票激励计划预留授予第三个归属期归属股份的登记工作， 现将相关事项公告如下： 一、2022 年限制性股票激励计划简述及已履行的相关审批程序 （一）限制性股票激励计划简介 2022 年 9 月 16 日公司召开 2022 年第三次临时股东大会，审议通过了《关 于<聚灿光电科技股份有限公 ...

Group 1 - The core viewpoint of the news is that 聚灿光电 (Juzan Optoelectronics) has shown a revenue growth of 19.51% year-on-year, indicating a positive performance in the market [1] - As of August 25, 2025, the company's stock price closed at 9.28 yuan, with a trading volume of 436,000 hands and a transaction amount of 405 million yuan [1] - The company experienced a net outflow of main funds amounting to 45.72 million yuan, which accounted for 11.29% of the total transaction amount [1] Group 2 - The latest financial results for the company show total operating revenue of 1.594 billion yuan and a net profit attributable to shareholders of 117 million yuan, reflecting a year-on-year increase of 3.43% [1] - The company has made investments in three enterprises and participated in ten bidding projects, showcasing its active engagement in the industry [2] - 聚灿光电 holds 174 patents and has 11 trademark registrations, indicating a strong focus on intellectual property [2]

Investment Rating - Industry Rating: Outperform the Market (maintained rating) [5] Core Insights - The report discusses the challenges in data center link technologies, emphasizing the trade-offs between transmission distance, power consumption, and reliability. Copper cables offer high efficiency and reliability but are limited to distances of less than 2 meters, while optical links provide longer distances at the cost of higher power consumption and lower reliability [1][11]. - The introduction of the MOSAIC optical transmission technology by Microsoft aims to overcome the limitations of both optical and copper links, achieving long-distance transmission, low power consumption, and high reliability without requiring hardware changes [2][18]. - MOSAIC utilizes a wide-and-slow architecture with numerous parallel channels operating at lower data rates, employing Micro LEDs as transmitters to achieve high data rates [3][26]. Summary by Sections 1. Challenges in Current Link Technologies - Data center networks face fundamental trade-offs in transmission distance, power consumption, and reliability, with copper cables being limited in distance and optical links suffering from high power consumption [1][11]. - The performance of copper cables declines rapidly with increased data rates, while optical links experience significant power increases [12][15]. 2. MOSAIC Technology Overview - MOSAIC is designed to be backward compatible with existing standards and interfaces, allowing seamless integration into current network architectures [2][18]. - The architecture employs a large number of parallel channels, each operating at a lower data rate of 2 Gbps, to achieve higher aggregate speeds [3][26]. - MOSAIC has demonstrated the ability to maintain stable data transmission over distances of up to 30 meters, significantly exceeding traditional copper cable capabilities [32]. 3. Component Increment from MOSAIC - The implementation of MOSAIC is expected to benefit several components, including Micro LEDs, multi-core imaging fibers, TIR lenses, CMOS sensors, and Micro LED optical connectors [4][42]. - The report highlights specific companies that could benefit from this technology, such as Zhaochi Co., Sanan Optoelectronics, and Longfly Fiber [5][64]. 4. Investment Recommendations - The report suggests focusing on companies involved in the MOSAIC supply chain, particularly those producing Micro LEDs and related optical components, as they are likely to see significant growth with the adoption of this technology [4][64].

Core Viewpoint - The company, Juzan Optoelectronics, has increased its registered capital and total shares, reflecting a significant corporate restructuring aimed at enhancing its financial position and operational capacity [1] Group 1: Company Changes - The registered capital of Juzan Optoelectronics has been changed from 680.152346 million yuan to 971.446654 million yuan [1] - The total number of shares has been adjusted from 680.152346 million shares to 971.446654 million shares [1] - The company has completed the necessary business registration changes and received a new business license from the Suzhou Data Bureau [1]

证券代码：300708 证券简称：聚灿光电 公告编号：2025-072 聚灿光电科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 统一社会信用代码：91320000553774401L 类型：股份有限公司（上市、自然人投资或控股） 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。 聚灿光电科技股份有限公司（以下称"公司"）于 2025 年 7 月 21 日、2025 年 8 月 6 日分别召开第四届董事会第十次会议、2025 年第二次临时股东大会，审议 通过了《关于 2025 年半年度利润分配预案的议案》，并于 2025 年 8 月 9 日披露 了《2025 年半年度权益分派实施公告》（公告编号：2025-063）。公司已完成上述 权益分派实施后的股份登记工作，注册资本由68,015.2346万元变更为97,144.6654 万元，股份总数由 68,015.2346 万股变更为 97,144.6654 万股，同时对《公司章程》 相应内容做出修订。 近日公司完成了上述工商变更登记手续，并取得了由苏州市数据局换发的《营 业执照》。 变更后登记的相关信息如下 ...

Core Viewpoint - The company, 聚灿光电, announced the approval of several proposals, including the use of part of its idle raised funds for cash management during the tenth meeting of its fourth supervisory board [2] Group 1 - The company held its fourth supervisory board's tenth meeting on August 19 [2] - The meeting resulted in the approval of a proposal regarding the use of idle raised funds [2]