Group 1 - Tianlu Technology (SZ 301045) announced that its controlling shareholder, Mr. Chen Ling, has had approximately 572,600 shares frozen, which represents 100% of his holdings and 20.88% of the company's total share capital [1] - As of the announcement date, Mr. Chen Ling has a total of about 23.03 million shares frozen [1] - The company's revenue composition for the year 2024 is entirely from display device manufacturing, accounting for 100% [1] Group 2 - The current market capitalization of Tianlu Technology is 3.3 billion yuan [2]

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轮候冻结的公告 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： 公司控股股东、实际控制人之一陈凌先生持有公司股份 23,032,193 股，占公 司总股本的 20.88%。陈凌先生持有的公司股份被轮候冻结，敬请投资者注意投 资风险。 证券代码：301045 证券简称：天禄科技 公告编号：2025-082 截至本公告披露日，陈凌先生及其一致行动人所持股份被冻结情况如下： 股东名称 持股数量（股） 持股比例 累计被冻结股 份数量（股） 合计占其所 持股份比例 合计占公司 总股本比例 陈凌 23,032,193 20.88% 23,032,193 100.00% 20.88% 梅坦 26,154,041 23.71% 0 0 0 （二）股东股份累计被轮候冻结的情况 截至本公告披露日，陈凌先生及其一致行动人所持股份被轮候冻结情况如 下： | 股东名称 | 持股数量（股） | 持股比例 | 被轮候 ...

证券代码：301045 证券简称：天禄科技 公告编号：2025-081 苏州天禄光科技股份有限公司 关于使用部分闲置募集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、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 苏州天禄光科技股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日召 开第三届董事会第三十次会议和第三届监事会第二十七次会议，审议通过了《关 于使用部分闲置募集资金进行现金管理的议案》，同意公司在确保不影响募集资 金投资项目建设进度，并有效控制风险的前提下，使用不超过人民币 1.20 亿元 闲置募集资金进行现金管理，使用期限自第三届董事会第三十次会议审议通过之 日起 12 个月内有效，在前述额度及期限有效期内，可循环滚动使用。具体内容 详见公司于 2025 年 8 月 26 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于 使用部分闲置募集资金进行现金管理的公告》（公告编号：2025-053）。 一、现金管理转让赎回的情况 近日，公司到期赎回一笔闲置募集资金进行现金管理的结构性存款，收回本 金 5,000 万元，并获得收益 145,479 ...

Core Insights - The light guide plate (LGP) industry in China is experiencing significant growth, driven by advancements in consumer electronics and emerging industries, with market size expected to reach 10.66 billion yuan in 2024 and exceed 11.17 billion yuan in 2025 [1][9][10] - The industry has established a complete supply chain, with domestic production increasing, particularly in high-end materials, while the competition is characterized by local leaders excelling in niche markets and international players maintaining a high-end positioning [1][5][12] Industry Overview - Light guide plates are optical components that convert line light sources into uniform surface light sources, utilizing optical-grade PMMA or PC materials [2][3] - The industry is segmented by manufacturing processes, application scenarios, and substrate types, catering to diverse market demands [3][4] Supply Chain Structure - The Chinese light guide plate industry has a clear and collaborative supply chain, with upstream relying on optical-grade materials and downstream applications expanding into automotive electronics and AR/VR [5][7] - The market is dominated by display panels, lighting, and automotive electronics, which together account for over 97% of market demand [7][9] Current Market Analysis - The market for light guide plates is expanding due to the increasing demand for thinner and higher transparency products in consumer electronics and the rapid growth of automotive displays [9][11] - The overall market size is projected to grow steadily, supported by the continuous influx of LCD panel production capacity into mainland China [10][11] Competitive Landscape - The competition in the light guide plate industry is marked by local leaders focusing on specific segments while international companies maintain a stronghold in high-end optical materials [12][14] - Key players like Tianlu Technology and Nanjiguang are leading in the mid-to-large size segments, while companies like Crystal Optoelectronics and Weiwang Technology are focusing on high-value areas such as AR/VR [12][14] Future Development Trends - The industry is expected to focus on three main areas: technological upgrades, expansion into new application scenarios, and deeper industry integration [15][18] - Technological advancements will drive the shift towards ultra-thin, high-precision, and environmentally friendly materials, while demand will increasingly come from diverse sectors beyond traditional consumer electronics [16][17] - The integration of industry clusters will enhance collaboration and competitiveness among domestic companies, accelerating the process of domestic substitution in high-end products [18]

Market Overview - The optical and optoelectronic sector experienced a slight increase of 0.0% on November 7, with Qianzhao Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Stock Performance - Qianzhao Optoelectronics (300102) saw a significant rise of 20.03%, closing at 14.56 with a trading volume of 1.2335 million shares and a transaction value of 1.693 billion [1] - Tianlu Technology (301045) increased by 9.53%, closing at 30.91 with a trading volume of 108,600 shares and a transaction value of 339 million [1] - Hehui Optoelectronics (688538) rose by 5.26%, closing at 2.80 with a trading volume of 2.0661 million shares and a transaction value of 580 million [1] - Other notable performers include Huichuangda (300909) with a 4.35% increase and Jingcan Optoelectronics (300708) with a 3.54% increase [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 121 million from institutional investors, while retail investors contributed a net inflow of 191 million [2] - The main stocks with significant capital flow include Qianzhao Optoelectronics, which had a net inflow of 432 million from institutional investors but a net outflow of 227 million from speculative funds [3] - Other stocks like BOE Technology Group (000725) and Sanan Optoelectronics (600703) also experienced mixed capital flows, with institutional inflows but outflows from retail and speculative investors [3]

Core Viewpoint - Tianlu Technology announced on November 5 that it holds a minor stake of approximately 0.0072% in Yushu Technology through a fund called "Anqing Yihong Venture Capital Partnership (Limited Partnership)" in collaboration with professional investors, indicating that this stake is insignificant and does not have a major impact on the company [1] Group 1 - Tianlu Technology's investment in Yushu Technology is conducted through an indirect holding [1] - The stake held by Tianlu Technology in Yushu Technology is approximately 0.0072% [1] - The company asserts that this minor stake does not have a significant impact on its operations [1]

Group 1 - The company Tianlu Technology (301045.SZ) has clarified its relationship with Yushu Technology, stating that it holds approximately 0.0072% of Yushu Technology's shares through a fund called "Anqing Yihong Venture Capital Partnership (Limited Partnership)" in which it co-invests with professional investors [2] - The shareholding in Yushu Technology is minor and does not have a significant impact on the company [2] - The inquiry was made by an investor on an interactive platform regarding the company's stake in Yushu Technology [2]

证券代码：301045 证券简称：天禄科技 公告编号：2025-080 苏州天禄光科技股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 3、相关工作人员的操作和监控风险。 序 号 受托方 产品 名称 产品 类型 认购金 额（万 元） 起息日 到期日 预计年化收 益率 资金 来源 1 苏州银行股份 有限公司唯亭 西区支行 结构性 存款 保本浮 动收益 型 5,000 2025-11-3 2025-12-26 1.02%- 2.02% 募集 资金 一、本次使用闲置募集资金购买现金管理产品的情况 （二）风险控制措施 1、公司将严格遵守审慎投资原则，选择低风险投资品种。不得用于其他证 券投资，不购买股票及其衍生品和无担保债券为投资标的银行理财产品等。 2、公司将及时分析和跟踪产品投向，在上述产品期间，公司将与相关金融 机构保持密切联系，及时跟踪资金的运作情况，加强风险控制和监督，严格控制 资金的安全。 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。 苏州天禄光科技股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日召 开第三届董事会第三十次会 ...

Core Insights - Tianlu Technology, established in November 2010 and listed on the Shenzhen Stock Exchange in August 2021, is a significant player in the domestic light guide plate sector, focusing on R&D and production with notable technical advantages [1] Group 1: Financial Performance - For Q3 2025, Tianlu Technology reported revenue of 447 million yuan, ranking 34th among 38 companies in the industry, while the top company, BOE Technology Group, achieved revenue of 154.55 billion yuan [2] - The net profit for the same period was 21.73 million yuan, placing the company 22nd in the industry, with the leading company, BOE Technology Group, reporting a net profit of 4.41 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Tianlu Technology's debt-to-asset ratio was 20.65%, slightly up from 20.58% year-on-year, significantly lower than the industry average of 45.77%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 22.29%, an increase from 19.26% year-on-year, surpassing the industry average of 14.89%, reflecting robust profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 2.03% to 7,978, while the average number of circulating A-shares held per shareholder increased by 2.07% to 8,016.79 [5] - Among the top ten circulating shareholders, Dazheng Zhongzheng 360 Internet + Index A ranked eighth, holding 640,800 shares, a decrease of 13,800 shares from the previous period [5] Group 4: Executive Compensation - The chairman and general manager, Mei Tan, received a salary of 821,400 yuan in 2024, unchanged from 2023 [4]

证券代码：301045 证券简称：天禄科技 公告编号：2025-079 苏州天禄光科技股份有限公司 关于使用部分闲置募集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、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 苏州天禄光科技股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日召 开第三届董事会第三十次会议和第三届监事会第二十七次会议，审议通过了《关 于使用部分闲置募集资金进行现金管理的议案》，同意公司在确保不影响募集资 金投资项目建设进度，并有效控制风险的前提下，使用不超过人民币 1.20 亿元 闲置募集资金进行现金管理，使用期限自第三届董事会第三十次会议审议通过之 日起 12 个月内有效，在前述额度及期限有效期内，可循环滚动使用。具体内容 详见公司于 2025 年 8 月 26 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于 使用部分闲置募集资金进行现金管理的公告》（公告编号：2025-053）。 一、现金管理转让赎回的情况 近日，公司到期赎回一笔闲置募集资金进行现金管理的结构性存款，收回本 金 5,000 万元，并获得收益 152,777 ...