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]

Group 1 - The company Blue Shield Optoelectronics stated on August 20 that its current business does not involve commercial aerospace construction [1] - The company's affiliated entity, Shanghai Star Semiconductor Co., Ltd., is a baseband chip design company [1] - The relevant chips designed by the affiliated company can be applied in products such as 5G CPE, satellite smartphone prototypes, low-orbit satellite communication terminals, satellite IoT terminals, and satellite joint measurement terminals [1]

Core Viewpoint - The company, Blue Shield Optoelectronics (300862.SZ), has stated that its current business does not involve commercial aerospace construction [1] Group 1: Business Operations - The company has a stake in Shanghai Star Thinking Semiconductor Co., Ltd., which is a baseband chip design company [1] - The related chips can be applied in various products, including 5G CPE, satellite smartphone prototypes, low-orbit satellite communication terminals, satellite IoT terminals, and satellite joint measurement terminals [1]

Core Insights - Anhui Landun Optoelectronics Co., Ltd. reported a significant decline in revenue and net profit for the first half of 2025, with total revenue of 186 million yuan, down 27.26% year-on-year [1][2] - The company experienced a net loss attributable to shareholders of 35.07 million yuan, a staggering decrease of 1877.03% compared to the previous year [1][2] - The basic earnings per share were reported at -0.19 yuan, reflecting a drastic decline from 0.01 yuan in the same period last year [1][2] Financial Performance - Revenue for the reporting period was 186 million yuan, compared to 255 million yuan in the same period last year, marking a 27.26% decrease [2] - The net profit attributable to shareholders was -35.07 million yuan, down from a profit of 1.97 million yuan, indicating a decline of 1877.03% [2] - The net profit after deducting non-recurring gains and losses was -41.42 million yuan, a decrease of 1205.55% from -3.17 million yuan in the previous year [2] - The net cash flow from operating activities was -34.38 million yuan, an improvement of 48% compared to -66.17 million yuan in the previous year [2][3] Cost Structure - Sales expenses for the first half of 2025 were 19.75 million yuan, down 18.38% from 24.19 million yuan in the previous year [3] - Management expenses increased by 24.41% to 26.93 million yuan, up from 21.64 million yuan [3] - Financial expenses were reported at -4.15 million yuan, slightly improved from -4.76 million yuan in the previous year [3] Balance Sheet - Total assets at the end of the reporting period were 2.46 billion yuan, a decrease of 4.2% from 2.57 billion yuan at the end of the previous year [2] - The net assets attributable to shareholders were 1.97 billion yuan, down 1.8% from 2.01 billion yuan [2] - Accounts receivable stood at 447 million yuan, indicating the company's liquidity position [3] Company Overview - Founded in December 2001 and listed on August 24, 2020, the company specializes in high-end analytical measurement instrument manufacturing, software development, operation and maintenance services, and data services [3]

Group 1 - The stock price of Blue Shield Optoelectronics closed at 27.50 yuan on August 19, 2025, down 1.36% from the previous trading day [1] - The company recorded a trading volume of 103,668 lots, with a total transaction amount of 287 million yuan on the same day [1] - Blue Shield Optoelectronics specializes in the research, production, and sales of optoelectronic measurement instruments, primarily used in environmental monitoring, meteorological observation, and industrial process control [1] Group 2 - On August 19, 2025, Blue Shield Optoelectronics executed six block trades totaling 520,000 shares, with a transaction amount of 13.01 million yuan and an average transaction price of 25.03 yuan, representing an 8.98% discount to the closing price [1] - Institutional accounts purchased 120,000 shares, amounting to 3.00 million yuan [1] - The net outflow of main funds for Blue Shield Optoelectronics on August 19 was 16.28 million yuan, with a cumulative net outflow of 36.12 million yuan over the past five days [1]