Group 1 - Tianlu Technology's stock increased by 0.88% on November 14, with a trading volume of 135 million yuan [1] - The company had a net financing purchase of 2.05 million yuan on the same day, with a total financing and securities balance of 163 million yuan, accounting for 5.26% of its market capitalization [1] - The financing balance is at a high level, exceeding the 90th percentile of the past year [1] Group 2 - As of November 10, the number of shareholders for Tianlu Technology increased by 27.54% to 10,400, while the average circulating shares per person decreased by 21.59% to 6,162 shares [2] - For the period from January to September 2025, the company reported a revenue of 447 million yuan, a year-on-year decrease of 9.93%, while the net profit attributable to shareholders increased by 26.56% to 25.27 million yuan [2] Group 3 - Since its A-share listing, Tianlu Technology has distributed a total of 18.75 million yuan in dividends [3] - As of September 30, 2025, the eighth largest circulating shareholder is Dazhong Zhongzheng 360 Internet + Index A, holding 640,800 shares, a decrease of 13,800 shares compared to the previous period [3]

证券代码：301045 证券简称：天禄科技 公告编号：2025-083 苏州天禄光科技股份有限公司 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。 苏州天禄光科技股份有限公司（以下简称"公司"）近日收到控股股东、实 际控制人之一陈凌先生的通知，并通过国家企业信用信息公示系统查询，获悉陈 凌先生所持公司股份被轮候冻结，具体情况如下： 注：上述股份被轮候冻结事项系法院冻结股权，未在中国证券登记结算有限责任公司办 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： 1、截至本公告披露日，公司控股股东、实际控制人之一梅坦先生与陈凌先 生为一致行动人，梅坦先生持有公司股份26,154,041股，占公司总股本的23.71%， 不存在被质押及冻结（含轮候冻结）情况。 2、陈凌先生本次股份被轮候冻结 ...

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）。 二、投资风险及风险控制措施 （一）投资风险 1、虽然现金管理产品经过严格的评估，但金融市场受宏观经济的影响较大， 不排除该项投资受到市场波动的影响。 2、公司将根据经济形势以及金融市场的变化适时适量的介入，因此短期投 ...

证券日报网讯天禄科技（301045）11月14日在互动平台回答投资者提问时表示，根据中国结算公司定期 下发的股东名册，截至2025年11月10日，公司股东人数为10378户。 ...

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]