格隆汇12月10日丨蓝盾光电(300862.SZ)公布，公司于2025年12月10日单笔收到与收益相关的政府补助 480.00万元，占公司最近一个会计年度经审计的归属于上市公司股东净利润的74.01%。 ...

截至发稿，蓝盾光电市值为47亿元。 每经AI快讯，蓝盾光电（SZ 300862，收盘价：25.19元）12月10日晚间发布公告称，安徽蓝盾光电子股 份有限公司于2025年12月10日单笔收到与收益相关的政府补助480万元，占公司最近一个会计年度经审 计的归属于上市公司股东净利润的74.01%。 2024年1至12月份，蓝盾光电的营业收入构成为：仪器仪表制造业占比99.6%，其他业务占比0.4%。 每经头条（nbdtoutiao）——白金信用卡权益大缩水：贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头，"羊 毛党"薅了个寂寞 （记者 曾健辉） ...

安徽蓝盾光电子股份有限公司（以下简称"公司"）于 2025 年 12 月 10 日单笔收到与收益相关的政府补助 480.00 万元，占公司最近一个 会计年度经审计的归属于上市公司股东净利润的 74.01%，具体情况如 下： | 补助类型 | 补助金额（万元） | | 是否与公司日常经 | 是否具有可持 | | --- | --- | --- | --- | --- | | | | | 营活动相关 | 续性 | | 现金 | | 480.00 | 是 | 否 | 二、补助的类型及其对上市公司的影响 1.补助的类型 证券代码：300862 证券简称：蓝盾光电 公告编号：2025-065 安徽蓝盾光电子股份有限公司 关于获得政府补助的公告 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。 一、获取补助的基本情况 与本公司日常活动相关的政府补助，按照经济业务实质，计入其 他收益。与本公司日常活动无关的政府补助，计入营业外收支。 公司本次收到的政府补助系与收益相关的政府补助，用于补偿公 司以后期间的相关成本费用或损失的，计入递延收益。 公司根据《企业会计准则第 16 号— ...

证券代码：300862 证券简称：蓝盾光电 公告编号：2025-064 安徽蓝盾光电子股份有限公司 2025 年半年度权益分派实施公告 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"或"本公司"） 2025 年半年度权益分派方案已获 2025 年 11 月 14 日召开的 2025 年第一 次临时股东会审议通过，现将权益分派事宜公告如下： 4.本次实施分配方案距离股东会审议通过的时间未超过两个月。 二、权益分派方案 本 公 司 2025 年 半 年 度 权 益 分 派 方 案 为 ： 以 公 司 现 有 总 股 本 184,617,902股为基数，向全体股东每10股派0.050000元人民币现金（含 税；扣税后，通过深股通持有股份的香港市场投资者、境外机构（含QFII、 RQFII）以及持有首发前限售股的个人和证券投资基金每10股派0.045000 元；持有首发后限售股、股权激励限售股及无限售流通股的个人股息红 利税实行差别化税率征收，本公司暂不扣缴个人所得税，待个人转让股 票时，根据其持股期限计算应纳税额【注】； ...

证券日报网讯12月3日，蓝盾光电（300862）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司股份持有人数(已合并)为14877户。 ...

Core Viewpoint - The A-share market shows a mixed performance with the Shanghai Composite Index closing at 3897.71 points, slightly below the five-day moving average, indicating a minor decline of 0.42% [1] Group 1: Market Overview - The total trading volume of A-shares reached 16,072.67 billion yuan today [1] - A total of 244 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] Group 2: Stocks with High Deviation Rates - The stocks with the highest deviation rates include: - Zhaobiao Co., Ltd. with a deviation rate of 15.44%, closing at 19.92 yuan after a 20.00% increase [2] - Fujian Expressway with a deviation rate of 8.31%, closing at 4.25 yuan after a 10.10% increase [2] - Haixiang New Materials with a deviation rate of 7.17%, closing at 25.14 yuan after a 10.02% increase [2] - Other notable stocks with high deviation rates include: - Guofeng New Materials (7.00%), Huaxia Happiness (6.64%), and Luoniushan (6.44%) [2]

Core Points - The Shanghai Composite Index closed at 3892.55 points, above the annual line, with a decline of 0.55% [1] - A total trading volume of A-shares reached 1,056.036 billion yuan today [1] - 30 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Notable stocks that broke through the annual line include: - Huaxia Happiness (600340) with a deviation rate of 6.67% and a daily increase of 10.17% [1] - Meixin Technology (688458) with a deviation rate of 4.81% and a daily increase of 5.08% [1] - Landun Optoelectronics (300862) with a deviation rate of 4.32% and a daily increase of 6.06% [1] Deviation Rate Rankings - The top stocks by deviation rate on December 2 are: - Huaxia Happiness (600340): 6.67% [1] - Meixin Technology (688458): 4.81% [1] - Landun Optoelectronics (300862): 4.32% [1] - Other stocks with lower deviation rates include: - Yunnan Baiyao (000538) with a deviation rate of 0.02% [2] - Zhongtie Zhuangpei (300374) with a deviation rate of 0.11% [2] - Hongxin Electronics (300657) with a deviation rate of 0.11% [2]

Core Points - The Shanghai Composite Index closed at 3892.55 points, above the five-day moving average, with a decline of 0.55% [1] - The total trading volume of A-shares reached 1,056.036 billion yuan, with 192 A-shares breaking through the five-day moving average [1] Summary by Category Stock Performance - Notable stocks with significant deviation rates above the five-day moving average include: - Zhaobiao Co., Ltd. (301136) with a deviation rate of 15.44% and a daily increase of 20.00% [1] - Jianglong Shipbuilding (300589) with a deviation rate of 7.81% and a daily increase of 9.75% [1] - Haixiang New Materials (003011) with a deviation rate of 7.17% and a daily increase of 10.02% [1] Trading Activity - The trading turnover rate for Zhaobiao Co., Ltd. was 15.73%, indicating high trading activity [1] - Other stocks with notable trading turnover rates include Jianglong Shipbuilding at 35.06% and Haixiang New Materials at 8.58% [1] Market Trends - The overall market showed a mixed performance with some stocks significantly outperforming the five-day moving average while others just managed to cross it [1]

Core Viewpoint - Blue Shield Optoelectronics experienced a stock price increase of 5.48%, reaching 27.15 CNY per share, with a trading volume of 165 million CNY and a turnover rate of 4.10%, resulting in a total market capitalization of 5.012 billion CNY [1] Company Overview - Anhui Blue Shield Optoelectronics Co., Ltd. was established on December 28, 2001, and went public on August 24, 2020. The company is located in the Electronic Industrial Zone of Shicheng Road, Tongling City, Anhui Province. Its main business includes the manufacturing of high-end analytical measurement instruments, software development, system integration, engineering, operation and maintenance services, data services, and production of military radar components [1] - The revenue composition of the company is as follows: Environmental Monitoring 82.61%, Traffic Management 11.66%, Meteorological Observation 3.19%, and Others 2.55% [1] Shareholder Information - Longcheng Fund has a fund that ranks among the top ten circulating shareholders of Blue Shield Optoelectronics. The Longcheng Jiujia Innovation Growth Mixed A Fund (004666) entered the top ten circulating shareholders in the third quarter, holding 2.7 million shares, which accounts for 1.78% of the circulating shares. The estimated floating profit today is approximately 3.807 million CNY [2] - The Longcheng Jiujia Innovation Growth Mixed A Fund (004666) was established on July 5, 2017, with a latest scale of 1.974 billion CNY. Year-to-date returns are 38.02%, ranking 1733 out of 8122 in its category; the one-year return is 36.36%, ranking 1663 out of 8056; and since inception, the return is 124.08% [2]

Core Insights - The commercial aerospace sector has attracted significant capital market interest, with the Wind Commercial Aerospace Index showing a year-to-date increase of over 28%, outperforming the broader market [1] - Several stocks in this sector, including Srey New Materials, Longxi Co., and Chaozhuo Aerospace Technology, have seen their year-to-date gains exceed 100% [1] Financing and Leverage - As of November 27, the overall financing balance for commercial aerospace concept stocks approached 30 billion yuan, representing an increase of over 25% compared to the end of last year [1] - Companies such as Feili Hua, Aerospace Huan Yu, Chaozhuo Aerospace Technology, and Srey New Materials have experienced over 100% increase in financing from investors [1] Shareholder Dynamics - Among the commercial aerospace concept stocks, 7 companies reported a decrease in the number of shareholders compared to the end of Q3, with 5 of these stocks seeing a decline of over 3% in shareholder numbers, including Boyun New Materials, Aerospace Nanhu, and Landun Optoelectronics [1] Market Performance - Within the 7 stocks that saw a decrease in shareholder numbers, AVIC Xi'an Aircraft Industry and Thunder Micro Power have both declined by over 10% year-to-date, while Boyun New Materials and Aerospace Nanhu have performed well with significant gains [1] - Aerospace Nanhu has attracted nearly 75% increase in financing from investors this year, and all three companies—Aerospace Nanhu, AVIC Xi'an Aircraft Industry, and Aerospace Rainbow—have been the focus of research from over 80 institutions this year [1]