证券日报网讯2月26日，蓝盾光电（300862）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司股份持有人数(已合并)为16935户。 ...

Group 1 - *ST Lifan plans to terminate its listing due to false disclosures in annual reports from 2021 to 2023, with over 500 million yuan in inflated revenue [1] - The stock will be suspended from trading starting February 24, and if delisted, it will enter a 15-day trading period under the name "XX退" [1] - Dragon Magnetic Technology plans to raise up to 760 million yuan through a private placement to expand production capacity in Vietnam and enhance AI chip inductors [2][3] Group 2 - Hanbo High-tech's subsidiary plans to acquire 70% of a special purpose company in South Korea for approximately 142.1 million USD to enter the wet electronic chemicals market [3] - Tuoshan Heavy Industry intends to acquire 51% of Xin Kaiyuan for 219 million yuan, making it a controlling subsidiary [4] - iFLYTEK has received approval from the Shenzhen Stock Exchange for a private placement, pending further registration with the China Securities Regulatory Commission [5] Group 3 - Blue Shield Optoelectronics' subsidiary has decided to waive its rights to purchase and subscribe for shares in a semiconductor company amid strategic considerations [6][7] - Qizhong Technology reported a fire at its subsidiary, which may reduce its revenue growth forecast for 2026 by 5-8 percentage points [8] - Huaihe Energy expects a net profit increase of 96.31% to 107.97% for 2025, with projected profits between 1.684 billion and 1.784 billion yuan [9] Group 4 - Wanlang Magnetic Plastic's controlling shareholder has pledged 11.09% of the company's shares, totaling 9.48 million shares [10] - Hanma Technology plans to increase capital in its subsidiary by 575 million yuan before transferring 100% of its shares to another company for 485 million yuan [11] - Efort intends to acquire 100% of Shengpu shares, valuing the company between 1 billion and 1.2 billion yuan [12]

经济观察网2026年2月12日，蓝盾光电（300862）公告称，公司全资子公司放弃对参股公司星思半导体 的股权转让优先购买权及增资优先认购权，导致持股比例从4.9533%稀释至4.1301%，但星思半导体仍 为参股公司，公司称此举基于实际经营和战略规划。2026年2月13日，公司自主研发的CTC检测系统入 选"中国环境谷"2025年度十大应用场景，显示技术在环境监测领域的认可。 股票近期走势 近7个交易日(2026年2月6日至2月13日)，蓝盾光电股价震荡波动：2月9日收盘价23.40元，上涨1.30%；2 月10日收盘价23.48元，上涨0.34%，当日主力资金净流入199.37万元；2月11日收盘价23.31元，下跌 0.72%；2月12日收盘价23.50元，上涨0.82%；2月13日最新收盘价23.44元，下跌0.26%，成交额8671万 元。资金面显示短期波动，但2月10日主力资金呈净流入状态。 机构观点 根据机构整合观点，蓝盾光电市场关注度一般，舆情偏中性。机构预测2025年净利润同比增长3500%， 2026年净利润同比增长88.24%，但当前市盈率(TTM)为负值，反映业绩承压市场观点。 以上内 ...

格隆汇2月12日丨蓝盾光电(300862.SZ)公布，根据公司参股公司上海星思半导体股份有限公司（简 称"星思半导体"）近日发出的通知，星思半导体部分股东拟转让其持有的星思半导体股权，星思半导体 拟新增注册资本461.3万元引入投资者。公司全资子公司安徽蓝芯信息技术有限公司（简称"蓝芯信 息"）就本次交易享有优先购买权、优先认购权。经综合考虑公司目前的实际经营情况和整体战略规 划，蓝芯信息决定放弃其就本次交易所享有的优先购买权、优先认购权。本次交易完成后，蓝芯信息持 有星思半导体的股权比例由4.9533%变更为4.1301%，星思半导体仍为公司参股公司。 ...

（记者 王晓波） 每经头条（nbdtoutiao）——打造百万元级尊界的江淮，迎来葛卫东、方文艳联手投资：两人各掏10亿 元，公司股价应声大涨！复盘历史：牛散参与定增有赚也有亏 每经AI快讯，蓝盾光电2月12日晚间发布公告称，公司第七届第八次董事会会议于2026年2月12日以现 场结合通讯的方式召开。会议审议了《关于放弃参股公司股权转让优先购买权及增资优先认购权的议 案》等文件。 ...

蓝盾光电晚间公告，公司全资子公司蓝芯信息决定放弃就星思半导体新增注册资本461.3万元所享有的 优先认购权。交易完成后，星思半导体注册资本将增至2775.67万元，蓝芯信息持股比例由4.9533%降至 4.1301%。 ...

证券代码：300862 证券简称：蓝盾光电 公告编号：2026-003 安徽蓝盾光电子股份有限公司 第七届董事会第八次会议决议公告 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。 二、董事会会议审议情况 与会董事经过表决，审议并通过了以下事项： 一、董事会会议召开情况 安徽蓝盾光电子股份有限公司（以下简称"公司"）第七届董事 会第八次会议于 2026 年 2 月 12 日以现场结合通讯的方式召开，现场 会议于公司会议室召开，其中王建强先生、袁永刚先生、万露露女士、 孙元媛女士、于波先生、蒋蔚女士、曹春雷先生以通讯表决方式出席 会议。经全体董事同意豁免会议通知期限要求，会议通知于 2026 年 2 月 10 日以邮件、电话通知等方式送达。公司应出席会议董事 8 名， 实际出席会议董事 8 名（其中以通讯表决方式出席会议董事 7 名）， 会议由董事长王建强先生主持。本次会议的召开符合有关法律、行政 法规、部门规章、规范性文件和《安徽蓝盾光电子股份有限公司章程》 的规定。 合考虑公司目前的实际经营情况和整体战略规划，同意公司全资子公 司安徽蓝芯信息技术有限公司（以下 ...

证券代码：300862 证券简称：蓝盾光电 公告编号：2026-004 安徽蓝盾光电子股份有限公司 关于放弃参股公司股权转让优先购买权及增资优先 认购权的公告 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。 安徽蓝盾光电子股份有限公司（以下简称"公司"）于 2026 年 2 月 12 日召开第七届董事会第八次会议，审议通过了《关于放弃参 股公司股权转让优先购买权及增资优先认购权的议案》。 一、本次交易概述 根据公司参股公司上海星思半导体股份有限公司（以下简称"星 思半导体"）近日发出的通知，星思半导体部分股东拟转让其持有的 星思半导体股权，星思半导体拟新增注册资本 4,613,013 元引入投资 者（以下简称"本次交易"）。公司全资子公司安徽蓝芯信息技术有 限公司（以下简称"蓝芯信息"）就本次交易享有优先购买权、优先 认购权。经综合考虑公司目前的实际经营情况和整体战略规划，蓝芯 信息决定放弃其就本次交易所享有的优先购买权、优先认购权。本次 交 易 完 成 后 ， 星 思 半 导 体 的 注 册 资 本 由 23,143,638 元 变 更 为 27,756,6 ...

Group 1 - The core viewpoint of the article is that Zhongke Tongda has released its performance forecast for 2025, expecting a net profit attributable to shareholders to be between -5 million and -3.5 million yuan, indicating a year-on-year reduction in losses by 72.38% to 80.67% due to business structure optimization and effective cost control measures [1] Group 2 - On February 6, 2026, the company's stock price increased by 5.01%, reaching 23.05 yuan per share, with a cumulative increase of 4.28% over three consecutive trading days [1] - The trading volume for the stock was reported at 86.82 million yuan [1]

Core Viewpoint - The article analyzes the 2025 performance forecasts of 22 domestic listed instrument companies, highlighting the divergence in performance and the impact of various market factors on the industry [2]. Group 1: Industry Overview - The overall operating conditions of the domestic instrument industry are gradually becoming clearer as companies disclose their 2025 performance forecasts [2]. - Among the 22 companies, 11 reported profits while 11 incurred losses; 8 of the profitable companies experienced year-on-year growth, while 3 saw stable or slightly fluctuating profits [2]. - The performance divergence is attributed to factors such as fluctuations in downstream demand, intensified industry competition, policy changes, and global supply chain instability [2]. Group 2: Performance Statistics - The net profit statistics for the listed instrument companies indicate significant growth for several firms, with some achieving over 190% year-on-year increases [3][8]. - Notable performers include: - Aiko Optoelectronics: Net profit of 0.57-0.7 billion, up 262.52-345.20% from 0.1572 billion [3]. - Haineng Technology: Net profit of 0.41-0.44 billion, up 213.65-236.61% from 0.1307 billion [3]. - Wan Yi Technology: Net profit of 0.42-0.62 billion, up 191.52-330.34% from 0.1441 billion [3]. Group 3: Industry Trends - The industry is witnessing increased performance divergence, with a trend towards higher concentration as companies with core technologies and strategic layouts capture more market share [5]. - The ongoing domestic substitution is deepening, with high-end instruments becoming a key growth driver, supported by policy incentives for high-end scientific instruments and equipment upgrades [5]. - Companies focusing on high-end sectors, such as high-end industrial imaging and clinical diagnostics, are expected to benefit from these trends [5]. Group 4: Operational Strategies - Companies facing operational pressures are likely to improve performance by divesting loss-making businesses, optimizing asset structures, and enhancing management of receivables and inventory [6]. - Profit-making companies will continue to pursue refined management practices to consolidate their advantages and enhance risk resilience [6]. Group 5: Performance Categories - Companies achieving profit growth or turning losses into profits are primarily benefiting from asset impairment improvements and business structure optimizations [18]. - The companies in this category include: - Gaode Infrared: Successfully turned around from a loss to a profit [18]. - Xianhe Environmental: Achieved profitability through structural optimization [21]. - Zhengye Technology: Also turned from loss to profit due to similar improvements [22]. Group 6: Challenges Faced - Companies experiencing expanded losses or transitioning from profit to loss share common challenges, including reliance on single business lines and significant asset impairment pressures [30]. - The need for transformation is evident, as some companies are in the process of adjusting their business models, which may not yet yield sufficient revenue to offset declines in traditional business areas [30].