证券代码：300862 证券简称：蓝盾光电 公告编号：2025-050 安徽蓝盾光电子股份有限公司 2025 年第三季度报告 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： 安徽蓝盾光电子股份有限公司 2025 年第三季度报告 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入（元） | 86,237,780.85 | -4.56% | 272,245,415.07 | -21.33% ...

Core Insights - The article discusses the successful bid of Anhui Landun Optoelectronics Co., Ltd. for the third segment of the National Ambient Air Quality Monitoring Network's urban station equipment update and digital upgrade project, with a bid amount of 11.65 million yuan [1][2]. Project Overview - The total bid amount for the project is 56.81 million yuan, with Anhui Landun Optoelectronics winning the third segment [2]. - The third segment plans to procure 30 sets of gaseous pollutant monitoring equipment and 20 sets of digital devices, including SO2, NO2, O3, CO monitoring equipment, dynamic calibration instruments, and zero gas generators [4]. Technological Advancements - The core of the project is the smart air quality monitoring station developed by Landun Optoelectronics, which integrates advanced technology for efficient operation and intelligent management [5]. - The project signifies a shift from traditional operation modes to a data-driven, proactive warning system, utilizing IoT, big data, AI, and cloud computing for comprehensive operational upgrades [6]. Company Profile - Anhui Landun Optoelectronics Co., Ltd. (stock code: 300862) is a high-tech listed company in China's instrumentation industry, focusing on high-end analytical measurement instruments and solutions for environmental monitoring, traffic management, and meteorological observation [7]. - The company aims to become a global leader in precision instruments and data services, driving industry development through technological innovation and expanding into areas like low-altitude flight security and energy safety warnings [7].

Core Points - The project for updating and digitizing the equipment of the National Air Quality Monitoring Network's urban stations has a total bid amount of 56.8138 million yuan, with winning bids from Xuedilong, Lihua Technology, and Landun Optoelectronics [1][2]. Bid Information - Project Name: National Air Quality Monitoring Network Urban Station Equipment Update and Digitization Upgrade Project [3]. - Total Bid Amount: 56.8138 million yuan [2]. - Winning Suppliers and Bid Amounts: - Beijing Xuedilong Technology Co., Ltd.: 20.556 million yuan for the first package [3]. - Lihua Technology (Hunan) Co., Ltd.: 24.6078 million yuan for the second package [3]. - Anhui Landun Optoelectronics Co., Ltd.: 11.65 million yuan for the third package [3]. Detailed Breakdown - **First Package (Xuedilong)**: - Total Bid: 20.556 million yuan - Includes SO2, NO2, O3, and CO monitoring equipment [4][5]. - **Second Package (Lihua Technology)**: - Total Bid: 24.6078 million yuan - Includes various gas monitoring equipment with advanced features such as automatic range switching and self-diagnosis capabilities [7][9]. - **Third Package (Landun Optoelectronics)**: - Total Bid: 11.65 million yuan - Includes SO2, NO2, O3, and CO monitoring equipment, along with digitization devices [12].

Group 1 - The core viewpoint of the article is that the company, 蓝盾光电, currently does not engage in satellite IoT-related products, but has a stake in a semiconductor design company that develops chips applicable to various advanced communication technologies [2][3] Group 2 - The company, 上海星思半导体有限责任公司, is involved in the design of baseband chips [2] - The relevant chips can be utilized in products such as 5G CPE, satellite smartphone prototypes, low Earth orbit satellite communication terminals, satellite IoT terminals, and satellite joint measurement terminals [2]

Core Viewpoint - The company, Blue Shield Optoelectronics (300862.SZ), currently does not engage in satellite IoT-related products, but has a stake in Shanghai Xingsi Semiconductor Co., which designs baseband chips applicable in various advanced communication technologies [1] Group 1 - The company has stated that its current business does not involve satellite IoT products [1] - Shanghai Xingsi Semiconductor, a company in which Blue Shield Optoelectronics holds shares, specializes in baseband chip design [1] - The baseband chips designed by Shanghai Xingsi can be utilized in 5G CPE, satellite smartphones prototypes, low-orbit satellite communication terminals, satellite IoT terminals, and satellite joint measurement terminals [1]

证券代码：300862 证券简称：蓝盾光电 公告编号：2025-049 近日，公司及子公司使用暂时闲置募集资金和自有资金进行现金 管理，现将有关情况公告如下。 一、本次使用暂时闲置募集资金和自有资金购买现金管理产品的 情况 | 购买金 | 预期年 | 序 | 购买 | 产品 | 起息 | 到期 | 资金 | 受托方 | 产品名称 | 额（万 | 化收益 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 主体 | 类型 | 日 | 日 | 来源 | 元） | 率 | | | | | | | | | 安徽蓝 | 东莞银 | 保本 | 2025 | 2025 | 盾光电 | 行自贸 | 闲置 | | | | | | | | | 单位大额存单2025年 | 保息 | 年10 | 年11 | 子股份 | 区合肥 | 自有 | 1 | 2,000 | 1.35% | 第41期01M10HF | 大额 | 月11 | 月11 | | | 有限公 | 片区高 | 资 ...

Core Viewpoint - As of September 30, 2025, the number of shareholders for Landun Optoelectronics (300862) is projected to be 15,178 households [1] Company Summary - Landun Optoelectronics has responded to investor inquiries on an interactive platform regarding its shareholder count [1]

Core Viewpoint - The company, Lando Photonics, reported that as of September 19, 2025, the number of shareholders (after merging accounts) is 15,318 [1] Summary by Relevant Sections - Shareholder Information - The total number of shareholders for Lando Photonics is 15,318 as of the specified date [1]

Group 1 - The company, Blue Shield Optoelectronics, reported that as of August 29, 2025, the number of shareholders (consolidated) is 16,058 [2]

Group 1 - The company, Blue Shield Optoelectronics (300862), reported that as of September 10, 2025, the number of shareholders (consolidated) is 15,344 [1]