Company Overview - Blue Shield Optoelectronics Co., Ltd. is located in Tongling City, Anhui Province, established on December 28, 2001, and listed on August 24, 2020 [2] - The company specializes in high-end analytical measurement instrument manufacturing, software development, system integration, engineering, operation and maintenance services, data services, and military radar component production [2] - The main business revenue composition includes: Environmental Monitoring 82.61%, Traffic Management 11.66%, Meteorological Observation 3.19%, and Others 2.55% [2] Stock Performance - As of September 10, the stock price of Blue Shield Optoelectronics decreased by 2.02%, trading at 24.70 CNY per share, with a total market capitalization of 4.56 billion CNY [1] - Year-to-date, the stock price has declined by 9.06%, with a 0.24% increase over the last five trading days, an 8.35% decrease over the last 20 days, and an 11.44% decrease over the last 60 days [2] - The trading volume on September 10 was 62.92 million CNY, with a turnover rate of 1.65% [1] Financial Performance - For the first half of 2025, Blue Shield Optoelectronics reported operating revenue of 186 million CNY, a year-on-year decrease of 27.26%, and a net profit attributable to shareholders of -35.07 million CNY, a year-on-year decrease of 1877.03% [2] - Cumulative cash dividends since the A-share listing amount to 64.62 million CNY, with 11.87 million CNY distributed over the past three years [3] Shareholder Information - As of August 8, the number of shareholders increased to 17,900, a 25.00% rise from the previous period, with an average of 8,454 circulating shares per shareholder, a decrease of 20.00% [2]

Group 1 - The core point of the article is that the controlling shareholder and actual controller of Blue Shield Optoelectronics, Mr. Yuan Yonggang, has decided to terminate his share reduction plan ahead of schedule [2] - Mr. Yuan Yonggang reduced a total of 602,000 shares through block trading on August 19 and 20, 2025, which represents 0.326079% of the company's total share capital [2] - The remaining shares that were not reduced under the original plan will not be sold within the original reduction plan period [2]

证券代码：300862 证券简称：蓝盾光电 公告编号：2025-048 安徽蓝盾光电子股份有限公司 | 股东名称 | 减持方式 | | | 减持期间 | | 减持均价 （元/股） | 减持股数 （股） | 减持比例（%） | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 袁永刚 | 大宗交易 | 2025 | 年 8 | 月 | 19 日 | 25.03 | 520,000 | 0.281663 | | | 大宗交易 | 2025 | 年 8 | 月 | 日 20 | 24.81 | 82,000 | 0.044416 | | | | 合计 | | | | | 602,000 | 0.326079 | 2、上述股份减持前后，袁永刚及其一致行动人安徽高新金通安益 二期创业投资基金（有限合伙）（以下简称"金通安益二期"）拥有 公司权益的股份情况 关于控股股东、实际控制人、董事提前终止 股份减持计划的公告 控股股东、实际控制人、董事袁永刚先生保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员 ...

Core Insights - The company, Blue Shield Optoelectronics (300862), announced on September 9 that its satellite communication baseband chip from Starry Semiconductor has successfully completed in-orbit testing, enabling 5G NTN mobile direct broadband satellite video calls [1] Company Summary - Blue Shield Optoelectronics is actively involved in the development of satellite communication technologies, specifically focusing on the integration of 5G NTN capabilities [1] - The successful testing of the satellite communication baseband chip marks a significant milestone for the company in enhancing mobile communication through satellite technology [1]

Group 1 - The company announced a change in its investor communication channels, effective from September 8, 2025 [1] - The new investor hotline number will be 0551-62161770, and the fax number will remain the same [1] - The previous contact numbers will no longer be used for investor communication [1]

Core Viewpoint - The company plans to enhance its research and development (R&D) efforts, particularly in key core technologies, to maintain and improve its market competitiveness while addressing current financial challenges. Group 1: R&D and Product Development - The company aims to increase R&D investment and focus on breakthroughs in core technologies, particularly in spectroscopy, chromatography, and sensor platforms [1] - The product line will continue to expand in environmental monitoring, smart transportation, and meteorological observation, with a focus on air quality, wastewater, and carbon monitoring systems [1] - The company will leverage national policies to seize new market opportunities, such as domestic substitution of high-end instruments and the modernization of ecological monitoring systems [1] Group 2: Financial Performance - For the first half of 2025, the company reported a main revenue of 186 million yuan, a year-on-year decrease of 27.26%, and a net profit attributable to shareholders of -35.07 million yuan, a decline of 1877.03% [2] - In Q2 2025, the company’s single-quarter revenue was 84.49 million yuan, down 38.8% year-on-year, with a net profit of -32.74 million yuan, a decrease of 360.58% [2] - The company’s gross margin stood at 26.4%, with a debt ratio of 19.04% [2] Group 3: Market Strategy and International Expansion - The company is focusing on international expansion, particularly in Southeast Asia and the Middle East, leveraging the advantages of domestic equipment and the "Belt and Road" initiative [1] - A dedicated policy research team is in place to ensure the company's decision-making is proactive and adaptable to market dynamics and policy changes [1] Group 4: Financing and Market Activity - Recent financing data indicates a net outflow of 104 million yuan in financing over the past three months, with a decrease in financing balance [3] - The company also experienced a net outflow of 5.34 million yuan in securities lending, reflecting a reduction in borrowing balance [3]

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].