Group 1: R&D Investment and Strategy - The company plans to increase R&D investment focusing on key core technologies to enhance market competitiveness [2] - Emphasis on collaboration in "production, learning, research, and application" to advance core technology platforms in spectroscopy, chromatography, and sensors [2] - Targeted R&D resources towards environmental monitoring, including air quality, waste gas, water quality, and carbon monitoring product systems [2][3] Group 2: Product Line and Market Opportunities - The product line primarily focuses on environmental monitoring, smart transportation, and meteorological observation [3] - Plans to accelerate the development of integrated low-air meteorological stations and comprehensive solutions for adverse weather conditions [3] - The company aims to leverage national policies to capture new market opportunities, such as domestic substitution of high-end instruments and modern ecological monitoring systems [3] Group 3: International Expansion and Competitive Strategy - The company is looking to accelerate internationalization by expanding into Southeast Asia and Middle Eastern countries along the "Belt and Road" initiative [3] - The competitive advantage of domestic equipment is highlighted, particularly in terms of cost-effectiveness [3] Group 4: Policy Research and Decision-Making - The marketing center and R&D center collaborate to conduct research and analysis on industry policies, market dynamics, customer needs, and technological trends [3] - This collaboration ensures the company's decision-making is forward-looking and adaptable to changes in the policy environment [3] Group 5: Disclosure of Information - The activity did not involve the disclosure of any undisclosed significant information [3]

| 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 投资者热线电话 | 0562-2291110 | 0551-62161770 | | 传真 | 0562-2291110 | 0551-62161770 | 除上述投资者热线电话、传真变更外，公司其他联系方式保持不 变，敬请投资者留意。由此给广大投资者带来的不便，敬请谅解。 特此公告。 安徽蓝盾光电子股份有限公司董事会 2025 年 9 月 5 日 证券代码：300862 证券简称：蓝盾光电 公告编号：2025-047 安徽蓝盾光电子股份有限公司 关于变更投资者热线电话、传真的公告 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。 为保证投资者交流渠道畅通，更好地做好投资者关系管理工作， 安徽蓝盾光电子股份有限公司（以下简称"公司"）将自 2025 年 9 月 8 日起启用新的投资者热线电话、传真，原联系电话、传真不再作 为投资者热线电话、传真使用，现将相关情况公告如下： ...

证券代码：300862 证券简称：蓝盾光电 公告编号：2025-046 安徽蓝盾光电子股份有限公司 关于使用暂时闲置募集资金和自有资金进行现金管理 的进展公告 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 2025 年 3 月 4 日召开第七届董事会第二次会议和第七届监事会第二次会议，审 议通过了《关于使用暂时闲置募集资金和自有资金进行现金管理的议 案》，同意在确保不影响募集资金投资计划正常进行、募集资金安全和 保障公司日常资金运营需求的情况下，公司及子公司使用不超过 4 亿 元（含本数）闲置募集资金（含超募资金）和不超过 1 亿元（含本数） 闲置自有资金进行现金管理。现金管理额度的使用期限自董事会审议 通过之日起不超过 12 个月（含）。在上述额度和期限内，用于现金管 理的资金可循环滚动使用。具体内容详见公司于 2025 年 3 月 4 日在中 国证监会指定信息披露网站巨潮资讯网（www.cninfo.com.cn）披露的 《关于使用暂时闲置募集资金和自有资金进行现金管理的公告》（公告 编号：2025-00 ...

Core Viewpoint - The environmental monitoring instrument industry in China has rapidly developed into one of the largest markets globally, driven by national policies and market demand, with significant growth expected in production and sales in the coming years [1][2][3]. Industry Definition and Classification - Environmental monitoring involves analyzing and monitoring toxic substances in air, water, and soil, with specialized instruments used for assessing environmental quality across various sectors [1]. Current Development Status - China has over 2,000 production companies in the environmental monitoring instrument sector, with approximately 350 large-scale manufacturers. The sales of specialized instruments are projected to grow from 253,000 units in 2023 to 290,000 units in 2024, and further to 330,000 units in 2025 [1][3]. Industry Chain - The industry chain includes upstream components like sensors and materials, midstream manufacturing of monitoring instruments, and downstream applications in government, enterprises, and research [3]. Policy Environment - The government has introduced policies to support the establishment of a modern ecological monitoring system, promoting the development of high-tech monitoring instruments and their application in various environmental assessments [5]. Competitive Landscape - The market is characterized by low concentration and intense competition, with major players including 聚光科技 (Juguang Technology), 雪迪龙 (Xuedilong), and others. The high-end monitoring market is still dominated by foreign products, although domestic companies are closing the technology gap [6][8]. Major Companies - 聚光科技 (Juguang Technology) is a leading enterprise in high-end analytical instruments, with a projected output of 29,300 units in 2024 [6][7]. - 雪迪龙 (Xuedilong) focuses on smart equipment and has provided over 50,000 environmental monitoring devices, with an expected revenue of 747 million yuan in 2024 [8]. Development Trends - The industry is moving towards increased domestic production, driven by technological advancements and policy support. Future trends include the integration of IoT, big data, and cloud computing, leading to smarter, more portable, and collaborative monitoring solutions [9].

证券代码：300862 证券简称：蓝盾光电 公告编号：2025-045 安徽蓝盾光电子股份有限公司 关于举办 2025 年半年度网上业绩说明会的公告 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。 二、参加人员 董事长、总经理王建强先生，董事、副总经理、财务总监崔乃国 先生，董事、副总经理、董事会秘书万露露女士，独立董事蒋蔚女士。 （如遇特殊情况，参会人员可能进行调整）。 三、投资者参加方式 投资者可于 2025 年 9 月 5 日（星期五）15:00-16:00 通过网址 https://eseb.cn/1r4ZB2NTR5u或使用微信扫描下方小程序码即可进 入参与互动交流。投资者可于 2025 年 9 月 5 日前进行会前提问，公 司将通过本次业绩说明会，在信息披露允许范围内就投资者普遍关注 的问题进行回答。 欢迎广大投资者积极参与本次网上业绩说明会。 特此公告。 安徽蓝盾光电子股份有限公司 安徽蓝盾光电子股份有限公司（以下简称"公司"）已于 2025 年 8 月 16 日在巨潮资讯网上披露了《2025 年半年度报告摘要》《2025 年半年度报告》。为便于 ...

Market Overview - The Shanghai Composite Index is at 3812.43 points, above the annual line, with a change of 0.32% [1] - The total trading volume of A-shares is 1,230.98 billion yuan [1] Stocks Breaking Annual Line - 23 A-shares have broken above the annual line today, with notable stocks including Chuangyi Information, Zhongfu Information, and Qifeng New Materials, showing divergence rates of 11.29%, 5.02%, and 3.05% respectively [1] - Stocks with smaller divergence rates that have just crossed the annual line include Guizhou Tire, Andisoo, and Haier Smart Home [1] Top Stocks by Divergence Rate - Chuangyi Information (300366) has a daily increase of 13.27% and a divergence rate of 11.29% [1] - Zhongfu Information (300659) has a daily increase of 6.91% and a divergence rate of 5.02% [1] - Qifeng New Materials (002521) has a daily increase of 3.24% and a divergence rate of 3.05% [1] Additional Stocks with Minor Divergence - Anuoqi (300067) shows a daily increase of 2.60% with a divergence rate of 1.87% [1] - Henglin Shares (603661) has a daily increase of 2.56% and a divergence rate of 1.35% [1] - Other stocks with minor divergence rates include Rabbit Baby (002043), Landun Optoelectronics (300862), and Transsion Holdings (688036) [1]

Core Viewpoint - As of August 25, 2025, the stock price of Blue Shield Optoelectronics is reported at 27.44 yuan, reflecting a decrease of 0.90% from the previous trading day [1] Company Overview - Blue Shield Optoelectronics specializes in the manufacturing of instruments and meters, with involvement in aerosol detection and other related fields [1] - The company holds a stake in Shanghai Star Semiconductor Co., Ltd., which primarily focuses on baseband chip design [1] Business Applications - Currently, Blue Shield Optoelectronics has indicated that its business is not yet applied in the smartphone sector [1] - The related chips from the invested company, Shanghai Star Semiconductor, are applicable in products such as 5G CPE, satellite smartphone prototypes, and low-orbit satellite communication terminals [1] Market Activity - On August 25, 2025, the trading volume for Blue Shield Optoelectronics was 134,739 hands, with a transaction amount reaching 368 million yuan, resulting in a turnover rate of 8.90% [1]

Core Viewpoint - The company, Blue Shield Optoelectronics (300862), currently does not apply its business to smartphones, but has a stake in Shanghai Star Semiconductor, which designs baseband chips applicable to various advanced communication products [1] Group 1 - The company has clarified that its current business operations are not involved in the smartphone sector [1] - Shanghai Star Semiconductor, a company in which Blue Shield Optoelectronics holds a stake, specializes in baseband chip design [1] - The baseband chips designed by Shanghai Star Semiconductor can be utilized in products such as 5G CPE, satellite smartphone prototypes, low-orbit satellite communication terminals, satellite IoT terminals, and satellite joint measurement terminals [1]

Group 1 - The stock price of Landun Optoelectronics closed at 26.83 yuan on August 21, down 1.58% from the previous trading day [1] - The trading volume on that day was 62,147 hands, with a transaction amount of 168 million yuan [1] - The company specializes in the research, production, and sales of instruments and equipment for environmental monitoring and meteorological observation, with applications in environmental protection, meteorology, and transportation [1] Group 2 - On August 21, the company stated on its interactive platform that it is actively exploring the application of artificial intelligence in the field of environmental monitoring [1] - The company aims to develop smarter solutions through the integration of artificial intelligence [1]

Group 1 - As of August 20, 2025, the stock price of Blue Shield Optoelectronics is 27.26 yuan, down 0.24 yuan or 0.87% from the previous trading day [1] - The company reported a trading volume of 77,707 hands and a transaction amount of 211 million yuan, with a turnover rate of 5.13% on the same day [1] - Blue Shield Optoelectronics specializes in the manufacturing of instruments and meters, including aerosol detection, and is registered in Anhui with specialized and innovative enterprise qualifications [1] Group 2 - On August 20, the company stated through an interactive platform that its current business does not involve commercial aerospace construction, but its subsidiary Shanghai Xingsi Semiconductor's chip products can be applied to satellite communication terminal equipment [1] - A block trade occurred on the same day, with 82,000 shares traded at a transaction amount of 2.0344 million yuan, at a price of 24.81 yuan, which is an 8.99% discount to the closing price [1] Group 3 - On August 20, the net outflow of main funds was 28.7572 million yuan, accounting for 0.7% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 40.4404 million yuan, representing 0.98% of the circulating market value [1]