证券之星消息，7月31日光学光电子板块较上一交易日下跌1.08%，茂莱光学领跌。当日上证指数报收 于3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688322 | 奥比中光 | 73.87 | 6.00% | 16.13万 | 12.03亿 | | 301183 | 东田微 | 70.46 | 5.94% | 17.01万 | 11.93亿 | | 600666 | 奧瑞德 | 3.80 | 4.68% | 329.95万 | 12.34亿 | | 301045 | 天禄科技 | 24.71 | 4.26% | 7.54万 | 1.85亿 | | 002876 | 三利谱 | 26.86 | 2.75% | 10.33万 | 2.81亿 | | 002289 | *ST宇顺 | 19.39 | 2.43% | 2.92万 | 5609.31万 | | 603773 | 沃格光电 | ...

Core Viewpoint - Tianlu Technology (301045.SZ) announced a share reduction plan by its controlling shareholder, Mei Tan, who intends to sell up to 2,206,367 shares, representing 2.00% of the total share capital, through block trading within three months after a 15-day notice period [1]. Group 1: Share Reduction Announcement - The share reduction plan is characterized as a normal reduction by the shareholder and is not expected to significantly impact the company's governance structure, equity structure, or future operations [1]. - As of July 23, Tianlu Technology's stock closed at 24.75 yuan, and the company had previously issued 7,164,014 shares at an issuance price of 16.34 yuan per share, raising approximately 117.06 million yuan [1]. Group 2: Financial Performance Overview - In 2021, Tianlu Technology's revenue was 890 million yuan, with a net profit attributable to shareholders of 92.34 million yuan [2]. - For the years 2022 to 2024, the company's revenue figures were 653 million yuan, 596 million yuan, and 654 million yuan, respectively, while net profits were 27.24 million yuan, 8.84 million yuan, and 27.12 million yuan [3][4]. - The company reported a significant decline in net profit and cash flow in 2023, with net profit dropping by 67.56% to 8.84 million yuan and cash flow from operating activities decreasing by 97.11% to 343,218.50 yuan [3]. Group 3: Recent Quarterly Performance - In the first quarter of 2025, Tianlu Technology achieved a revenue of 14.6 million yuan, a decrease of 3.89% year-on-year, while net profit increased by 6.17% to 546,800 yuan [4][5]. - The company reported a significant improvement in cash flow from operating activities, reaching 743,170 yuan compared to a negative cash flow in the same period last year [5].

Group 1 - Zhongyuan Tong plans to establish a joint venture with Zhengzhou Zhengfang Technology with a registered capital of 10 million yuan, where Zhongyuan Tong will contribute 5.1 million yuan for a 51% stake [1] - Weiguang Co. reported a net profit of 172 million yuan for the first half of 2025, representing a year-on-year increase of 11.32%, with total revenue reaching 750 million yuan, up 10% [1] - Tianlu Technology's actual controller plans to reduce his stake by up to 2%, amounting to 220,640 shares [1][2] Group 2 - Igor received approval from the China Securities Regulatory Commission for a stock issuance to specific investors, valid for 12 months [2] - Hualing Cable also received approval from the China Securities Regulatory Commission for a similar stock issuance [2] - Hongchang Technology's employee stockholding platform plans to reduce its stake by up to 2.56%, equating to 331,630 shares [3][4] Group 3 - Saiyi Information intends to invest 10 million yuan in Douma Technology to acquire a 3.23% stake [5] - Meino Biological's major shareholder plans to reduce his stake by up to 1%, which is 140,780 shares [5] - New Light Optoelectronics' shareholder plans to reduce his stake by up to 3%, totaling 3 million shares [6] Group 4 - Shenzhen Energy plans to invest 7.897 billion yuan in the construction of the Shantou Honghaiwan offshore wind power project, with 1.581 billion yuan from its own funds [7][8] - Zhongqi Co. plans to reduce its stake by up to 3%, which amounts to 39,717,000 shares [9] - Yirui Technology's two shareholders plan to reduce their combined stake by up to 2%, equating to 400,440 shares [11] Group 5 - Wenkai Co. is planning debt restructuring involving approximately 2.22 billion yuan in receivables and 1.24 billion yuan in cash payments [12] - Guangnong Sugar's application for a stock issuance to specific investors has been approved by the Shenzhen Stock Exchange [13] - Dalian Shengya is planning a stock issuance that may lead to a change in control, resulting in continued trading suspension [15] Group 6 - ST Saiwei has received a court decision for pre-restructuring and appointed a management team for the process [18] - Gaozheng Minexplosion's major shareholder reduced his stake by 128,100 shares during a period of stock price fluctuation [19] - Zhongfu Information's chairman has been detained, with responsibilities temporarily assigned to the deputy general manager [20] Group 7 - Huayu Mining plans to adjust the valuation of its 40% stake in Guizhou Yatai Mining and acquire an additional 11% stake for a total transaction value of 809 million yuan [21] - ST Jinbi intends to invest 50 million yuan in Cangqiong Digital, acquiring a 2.56% stake [23] - Xinxing Casting is planning to publicly transfer its 51% stake in Xinjiang Mining with a starting price of 205 million yuan [25]

Core Viewpoint - Several companies have announced uncertainties regarding their potential involvement in the "Yarlung Tsangpo River downstream hydropower project," reflecting the cautious sentiment in the market about this project and its related opportunities [3][4][5][6]. Group 1: Company Announcements on Yarlung Tsangpo Project - Kailong Co., Ltd. has noted uncertainty about its participation in the Yarlung Tsangpo hydropower project, as it primarily operates in the civil explosives industry [3]. - *ST Zhengping has also expressed uncertainty regarding its potential involvement in the Yarlung Tsangpo hydropower project, leveraging its extensive experience in high-altitude construction management [4]. - Huaxin Cement has indicated that it has the capacity to provide construction materials for the Yarlung Tsangpo hydropower project but acknowledges uncertainty about the revenue and profit it may derive from this project [5]. - Dayu Water-saving has emphasized that it currently does not have any contracts related to the Yarlung Tsangpo project, despite its experience in water conservancy projects in Tibet [6]. - ST Xifa has clarified that its main business is beer production and does not involve any projects related to hydropower station construction [7]. Group 2: Financial Performance and Market Position - Rongzhi Rixin expects a significant increase in net profit for the first half of 2025, projecting a year-on-year growth of 2027.62% to 2.18 billion yuan, driven by the digital transformation across various industries [16]. - Weiguang Co., Ltd. reported a total revenue of 750 million yuan for the first half of 2025, reflecting a year-on-year growth of 10% [17]. Group 3: Major Contracts and Projects - Nantian Information plans to sign a procurement framework contract worth 58.27 million yuan with its controlling shareholder, which will span three years [18]. - China Communication Signal has won seven important projects in the rail transit market, with a total bid amount of approximately 1.431 billion yuan, accounting for 4.41% of its projected revenue for 2024 [19]. - Beixin Road and Bridge announced that its subsidiaries have won contracts totaling 1.629 billion yuan for highway projects, which is expected to positively impact future performance [20]. Group 4: Shareholding Changes - Tiancheng Zikong announced that Yunnan Trust plans to reduce its stake in the company by up to 1% [21]. - Baobian Electric has disclosed that the Equipment Finance Group intends to reduce its stake by up to 1% as well [22][23]. - Hongchang Technology's employee shareholding platform plans to reduce its stake by up to 2.56% [24].

证券代码：301045 证券简称：天禄科技 公告编号：2025-042 苏州天禄光科技股份有限公司 关于控股股东、实际控制人之一减持股份预披露公告 控股股东、实际控制人之一梅坦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保证公告内容与信息披露义务人提供的信息一致。 特别提示： 苏州天禄光科技股份有限公司（以下简称"公司"）控股股东、实际控制人 之一梅坦先生拟自本公告披露之日起 15 个交易日后 3 个月内以大宗交易方式减 持公司股份不超过 2,206,367 股（占公司总股本比例为 2.0000%）。 公司于近日收到控股股东、实际控制人之一梅坦先生出具的《股份减持计划 告知函》，现将具体情况公告如下： 一、股东的基本情况 | 股东名称 | 持股数量（股） | 占公司总股本比例 | | --- | --- | --- | | 梅坦 | 28,360,341 | 25.7077% | 注：持股数量占公司总股本比例，以四舍五入的方式保留四位小数。 二、本次减持计划的主要内容 2、股份来源：首次公开发行前股份。 3、减持方式：大宗交易方式。 4、减持股 ...

天禄科技（301045）公告，控股股东、实际控制人之一梅坦拟自2025年8月14日-2025年11月13日通过大 宗交易方式减持不超过220.64万股，占公司总股本2%，减持股份来源为首次公开发行前股份，其当前 持股2836.03万股，占25.7077%。 ...

Group 1: Financial Status and Funding - Beijing Electric Control Investment has fully paid its capital contribution by June 2025 [1] - Suzhou Yiming and Suzhou Yisi have also completed their capital contributions by June 2025 [1] - The total investment for the TAC film Phase I project is approximately 500 million RMB, with 376.67 million RMB already received from shareholders [2][3] Group 2: Project Progress - The procurement of customized equipment for the TAC film project is ongoing, with major contracts signed and equipment expected to be delivered by the end of the year [4] - Construction of the factory has commenced following the acquisition of the construction permit in June 2025 [4] - Laboratory test results for the trial film align with internal testing, confirming the project's technical viability [4] Group 3: Arbitration and Legal Matters - An arbitration case with Baidefu was initiated due to disputes over technical standards and pricing adjustments, with no significant progress reported since acceptance in May 2025 [5][6] - A small advance payment of 3.85 million RMB has been made to Baidefu, and a change in equipment suppliers is expected to mitigate project impacts [6] Group 4: Market Trends - The LCD panel industry is experiencing fluctuating demand, with a strong first quarter driven by export demand and policy incentives, followed by a cooling second quarter [6] - As of July, prices for certain LCD TV sizes have slightly decreased, while prices for MNT and NB panels remain stable [6]

Core Viewpoint - The recent block trading activity of Jingjin Electric indicates significant institutional interest, with a notable discount compared to the market price, suggesting potential investment opportunities [2][3] Trading Activity Summary - On July 7, Jingjin Electric experienced 13 block trades, totaling 4.472 million shares and a transaction value of 26.6084 million yuan, with a trading price of 5.95 yuan, reflecting a discount of 17.93% compared to the closing price [2] - Institutional specialized seats participated in 12 of the trades, contributing a total transaction value of 22.61 million yuan, indicating a net buying position of the same amount [2] - Over the past three months, the stock has recorded 20 block trades with a cumulative transaction value of 42.4934 million yuan [2] Stock Performance Summary - The closing price of Jingjin Electric on the same day was 7.25 yuan, marking an increase of 1.12%, with a daily turnover rate of 3.29% and a total transaction volume of 124 million yuan [2] - The stock experienced a net outflow of 2.8995 million yuan in main funds for the day, while over the past five days, it has seen a cumulative decline of 0.28% but a net inflow of 11.8007 million yuan [2] Margin Financing Data - The latest margin financing balance for Jingjin Electric stands at 135 million yuan, having increased by 31.3546 million yuan over the past five days, representing a growth rate of 30.11% [2]

证券代码：301045 证券简称：天禄科技 公告编号：2025-041 苏州天禄光科技股份有限公司 关于控股股东、实际控制人之一所持公司股份被冻结的公告 公司控股股东、实际控制人之一陈凌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保证公告内容与信息披露义务人提供的信息一致。 特别风险提示： 注：陈凌先生本次被司法再冻结的股份 22,956,000 股目前处于股份质押状态。 二、股东股份累计被冻结的情况 截至本公告披露日，陈凌先生所持公司股份已全部被冻结。 股 东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次冻结 股份数量 （股） 占其所 持股份 比例 占公司 总股本 比例 是否为 限售股 及限售 类型 起始日 到期日 冻结申 请人 原因 陈凌 是 22,956,000 99.67% 20.81% 否 2025/7/2 2028/7/1 乌鲁木 齐市天 山区人 民法院 司法再 冻结 76,193 0.33% 0.07% 否 2025/7/2 2028/7/1 乌鲁木 齐市天 山区人 民法院 司法 冻结 合计 23,032,193 1 ...

安徽吉光于近日完成了本次增资并办理了工商变更手续，本次变更登记后的 工商登记基本信息如下： 公司名称：安徽吉光新材料有限公司 证券代码：301045 证券简称：天禄科技 公告编号：2025-040 苏州天禄光科技股份有限公司 关于控股子公司完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 2023 年 12 月 29 日，北京电控产业投资有限公司（以下简称"北京电控产投"） 与安徽吉光新材料有限公司（以下简称"安徽吉光"）股东等各方共同签署了《北 京电控产业投资有限公司关于安徽吉光新材料有限公司之增资协议》，协议约定 北京电控产投向安徽吉光投资 2,000 万元，认购新增注册资本 2,000 万元。安徽 吉光的注册资本增加至 31,667 万元，安徽吉光原股东同意并且确认放弃对该部 分新增注册资本的优先权认购权。 本次增资扩股后，苏州天禄光科技股份有限公司（以下简称"公司"）持有安 徽吉光 65.26%股权，天津显智链投资中心（有限合伙）持有安徽吉光 12.63%股 权，深圳市三利谱光电科技股份有限公司持有安徽吉光 15.79%股权，北京 ...