证券代码：300710 证券简称：万隆光电 公告编号：2025-055 杭州万隆光电设备股份有限公司（以下简称"公司"）（证券简称：万隆光电， 证券代码：300710）股票于 2025 年 12 月 18 日、2025 年 12 月 19 日连续两个交 易日收盘价格涨幅偏离值累计超过 30%，根据深圳证券交易所相关规定，属于股 票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司董事会就相关问题对公司及实际控制人进 行了核实，现就相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、公司目前经营情况及内外部经营环境未发生重大变化。 4、公司正在筹划发行股份及支付现金购买资产并募集配套资金事项。公司 于 2025 年 12 月 4 日披露了《关于筹划重大资产重组的停牌公告》（公告编号： 2025-045）、2025 年 12 月 10 日披露了《关于筹划重大资产重组停牌的进展公告》 （公告编号：2025-046）。公司于 2025 年 12 月 17 日召开第五届董事 ...

Group 1 - The commercial aerospace sector in the A-share market continues to strengthen, with significant stock price increases for several companies, including Youji Co., which rose over 18%, and Xinke Mobile, which increased over 17% [1] - The upcoming period from December 2025 to early 2026 is expected to see a concentrated launch phase for reusable rockets in China's commercial aerospace sector, with private aerospace company Tianbing Technology's Tianlong-3 and the China Aerospace Science and Technology Corporation's Long March 12甲 both entering the countdown to launch [1] Group 2 - Notable stock performance includes: - Youji Co. with an 18.62% increase and a total market value of 3.105 billion [2] - Xinke Mobile with a 17.26% increase and a total market value of 36.2 billion [2] - Xingchen Technology with a 13.78% increase and a total market value of 5.147 billion [2] - Wanlong Optoelectronics with an 11.85% increase and a total market value of 3.436 billion [2] - Aerospace Intelligent Equipment with a 10.11% increase and a total market value of 20.6 billion [2]

Core Viewpoint - The acquisition of 100% equity in Zhejiang Zhongkong Information Industry Co., Ltd. by Wanlong Optoelectronics is seen as a strategic move to enhance its profitability and diversify its business into infrastructure digitization services, following a period of financial losses [2][4][7]. Group 1: Acquisition Details - Wanlong Optoelectronics plans to acquire Zhongkong Information through a combination of issuing shares and cash payments, while also raising matching funds from its actual controller, Fu Xiaotong [3]. - The final transaction price and the ratio of share to cash payments are yet to be determined as the auditing and evaluation of the target company are still ongoing [4]. Group 2: Financial Performance - Wanlong Optoelectronics has reported cumulative losses of 241 million yuan from 2022 to the first nine months of 2025, with significant declines in revenue and net profit during this period [7]. - In contrast, Zhongkong Information has shown stronger operational capabilities but has experienced significant revenue and profit fluctuations, with a 61.04% decline in net profit in 2024 compared to the previous year [8][9]. Group 3: Market Reaction - Following the announcement of the restructuring plan, Wanlong Optoelectronics' stock price surged by 20.02%, closing at 30.88 yuan per share on December 18 [10].

Core Viewpoint - Wanlong Optoelectronics plans to acquire 100% of Zhongkong Information through a combination of share issuance and cash payment, aiming to enhance its asset structure and overall quality by entering the infrastructure digitalization sector [2][5] Group 1: Acquisition Details - The acquisition involves 17 counterparties, including Huige Partnership, Zhengtai Electric, and others, with the final transaction price to be determined based on audit and evaluation results [2] - The transaction does not constitute a restructuring listing, and the actual controller of Wanlong Optoelectronics will remain Fu Xiaotong post-transaction [2] Group 2: Zhongkong Information Overview - Zhongkong Information, established in 1999, is a leading provider of infrastructure digitalization solutions in China, focusing on smart city system integration and hardware-software product development [3] - The company has developed a dual business model combining core self-researched hardware and software with scenario-based solutions, achieving significant projects across over 100 cities [3][4] Group 3: Financial Performance - Zhongkong Information's projected revenue for 2024 is approximately 2.64 billion yuan, with a net asset value of about 1.88 billion yuan, significantly outperforming Wanlong Optoelectronics' metrics [5] - The net cash flow from operating activities for Zhongkong Information is expected to be 209 million yuan in 2023 and 62.55 million yuan in 2024, indicating strong cash flow performance [5] Group 4: Strategic Implications - The acquisition is expected to create a new business segment in infrastructure digitalization for Wanlong Optoelectronics, aligning with national strategies like Digital China and AI+ [5] - The collaboration between Wanlong Optoelectronics and Zhongkong Information is anticipated to yield synergistic effects, enhancing brand influence and accelerating the commercialization of new technologies [6]

资金流向方面，今日该股主力资金净流入4237.09万元，其中，特大单净流入5671.96万元，大单资金净 流出1434.87万元。近5日主力资金净流入4237.09万元。（数据宝） 万隆光电12月18日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 广发证券股份有限公司台州东海大道证券营业部 | 2999.99 | 0.00 | | 买二 | 广发证券股份有限公司杭州向往街证券营业部 | 2790.01 | 0.00 | | 买三 | 国泰海通证券股份有限公司重庆观音桥步行街证券营业 部 | 731.78 | 2.47 | | 买四 | 国投证券股份有限公司深圳红荔西路证券营业部 | 588.23 | 0.00 | | 买五 | 国信证券股份有限公司上海分公司 | 381.06 | 5.87 | | 卖一 | 平安证券股份有限公司四川分公司 | 0.00 | 1320.12 | | 卖二 | 中信证券股份有限公司杭州凤起路证券营业部 | 0.00 | 339.68 | | ...

Group 1 - The Shanghai Composite Index closed at 3876.97 points, above the five-day moving average, with a change of 0.17% [1] - The total trading volume of A-shares reached 16651.30 billion yuan, with 1187 A-shares breaking through the five-day moving average [1] - Notable stocks with significant deviation rates include Xingchen Technology at 18.73%, Wanlong Optoelectronics at 13.66%, and Deyi Culture at 12.84% [1] Group 2 - Stocks with smaller deviation rates that just crossed the five-day moving average include Dekeli, Tongli Technology, and Hongxing Shares [1] - The top three stocks with the highest daily increase are Xingchen Technology at 30.00%, Wanlong Optoelectronics at 20.02%, and Deyi Culture at 20.05% [1] - The trading turnover rates for these stocks are notably high, with Xingchen Technology at 38.74% and Deyi Culture at 39.21% [1]

Core Viewpoint - The recent announcement by Wanlong Optoelectronics regarding the acquisition of 100% of Zhongkong Information has attracted market attention, with opinions divided on whether it represents a significant gamble or a weak partnership [1][11]. Group 1: Wanlong Optoelectronics - Wanlong Optoelectronics has faced continuous financial pressure, reporting a net profit loss for three consecutive years since 2022, with a total loss exceeding 230 million yuan [2][12]. - The company's revenue from 2022 to 2025 has shown a declining trend, with figures of 531 million yuan, 358 million yuan, 346 million yuan, and 201 million yuan, reflecting year-on-year decreases of 27.18%, 32.49%, 3.29%, and 23.52% respectively [2][12][13]. - In the first three quarters of 2025, the company reported a revenue of only 201 million yuan, with a net profit loss of 10.3 million yuan [2][12]. Group 2: Zhongkong Information - Zhongkong Information, the target of the acquisition, is a service provider for infrastructure digitization, focusing on urban traffic and other related sectors [4][15]. - The company attempted to go public on the ChiNext board, with its IPO application accepted in June 2023, but it was withdrawn in August 2024 after two rounds of inquiries [4][15]. - Financially, Zhongkong Information has also faced challenges, with revenue figures of 3.085 billion yuan, 3.325 billion yuan, 3.185 billion yuan, and 2.64 billion yuan from 2021 to 2024, showing a decline in net profit from 150 million yuan to 5.5 million yuan over the same period [5][16]. Group 3: Financial Risks - Zhongkong Information has high accounts receivable, which increased from 1.513 billion yuan to 1.955 billion yuan from 2021 to 2023, with the proportion of accounts receivable to revenue rising from 49.05% to 61.39% [7][18]. - The company's debt ratio has remained high, with figures of 78.12%, 73.98%, and 71.43% from 2021 to 2023, and still at 70% in 2024 [7][18]. - The acquisition's success is contingent on setting performance commitments, which are complicated by Zhongkong Information's declining performance and the potential impact of various external factors [9][20].

证券日报网讯 12月17日晚间，万隆光电发布公告称，公司第五届董事会第十三次会议审议通过《关于 公司符合发行股份及支付现金购买资产并募集配套资金暨关联交易相关法律法规规定条件的议案》等多 项议案。 （文章来源：证券日报） ...

| | 2025年10月31日 | 2024 年 12月 31 日 | 2023 年 12月 31 日 | | --- | --- | --- | --- | | | 583.193.21 | 627,242.00 | 627.144.42 | | | 396,729.65 | 439.050.22 | 447.975.35 | | | 186,463.56 | 188.191.77 | 179.169.07 | | | 183.299.84 | 184,868.56 | 175.662.40 | | | 2025年1-10月 | 2024 年度 | 2023 年度 | | | 162,445.32 | 264,002.21 | 318.529.37 | | 利润总额 | 6,026.42 | 5.777.92 | 15.883.33 | | | 5.941.26 | 5.505.42 | 14.390.42 | | | 6.100.76 | 5.688.88 | 14.580.61 | | 归属于母公司所有者 | 5.160.97 | 11.884.94 | 14.077.63 | | 项目 资产总额 负债 ...

Group 1 - The core point of the news is that Wanlong Optoelectronics (300710) announced a major asset restructuring plan to acquire 100% of Zhongkong Information through a combination of share issuance and cash payment, along with raising supporting funds [1] - The specific transaction price and the ratio of shares to cash payment have not yet been determined, and the audit and evaluation of the target assets are still ongoing [1] - The restructuring aims to accelerate the company's transformation towards new productive forces, adding a digital infrastructure business segment, creating new profit growth points, and enhancing the company's profitability and asset scale [1] Group 2 - On the day of the stock resumption on December 18, Wanlong Optoelectronics' stock hit the daily limit, indicating strong market interest, and the limit remained unbroken at the time of reporting [2] - Zhongkong Information had previously planned an IPO, and legal experts emphasize the importance of evaluating the consistency and reasonableness of disclosed operational data and significant matters in such mergers [3] - Successful restructuring could lead to Zhongkong Information achieving a "backdoor listing," which allows the company to leverage the resources of the listed company for rapid growth while reducing listing costs, benefiting both parties involved [4]