Group 1 - The company, Hanbo High-tech (301321), is a provider of integrated solutions for backlight display modules, which are essential components in semiconductor display panels [1] - The main products offered by the company include backlight display modules, light guide plates, precision structural components, and optical materials [1] - As of now, the company has no business cooperation with Moer Thread [1]

Group 1 - The company, Hanbo High-tech (301321.SZ), is a provider of integrated solutions for backlight display modules, which are essential components in semiconductor display panels [1] - The main products offered by the company include backlight display modules, light guide plates, precision structural components, and optical materials [1] - Currently, there is no business collaboration between the company and Moer Thread [1]

Group 1 - The OLED concept sector increased by 3.03%, ranking 10th among concept sectors, with 126 stocks rising, including Jiangfeng Electronics which hit a 20% limit up [1] - Notable gainers in the OLED sector include Tongcheng New Materials, Beifang Huachuang, and Glinda, all reaching the limit up, while Jingwang Electronics, Lihexing, and Hanbo High-tech saw significant declines [1][2] - The OLED sector attracted a net inflow of 5.884 billion yuan from main funds, with 91 stocks receiving net inflows, and 21 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top net inflow stocks in the OLED sector include Beifang Huachuang with 1.215 billion yuan, followed by Haowei Group, Jiangfeng Electronics, and Lens Technology [2] - The net inflow ratios for Glinda, Tongcheng New Materials, and Taiji Industry were the highest at 25.46%, 19.66%, and 17.32% respectively [3][4] - Jiangfeng Electronics had a trading volume of 54.518 million yuan and a net inflow ratio of 14.50% [3][4] Group 3 - The overall market performance showed a mixed trend, with some sectors like the third-generation semiconductors and advanced packaging also experiencing gains [2] - The market dynamics indicate a strong interest in OLED technology, reflected in the significant capital inflows and stock performance [2][3]

Core Insights - The optical and optoelectronic sector experienced a slight increase of 0.31% on September 24, with Shengyang Technology leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Shengyang Technology (603703) closed at 11.31, with a rise of 10.02% and a trading volume of 323,600 shares, amounting to a transaction value of 355 million [1] - Baoming Technology (002992) closed at 59.06, up 9.35%, with a trading volume of 71,700 shares and a transaction value of 412 million [1] - Meidike (688079) closed at 13.69, increasing by 8.31%, with a trading volume of 154,500 shares and a transaction value of 207 million [1] - Hehui Optoelectronics (688538) closed at 2.92, up 8.15%, with a trading volume of 3,934,600 shares and a transaction value of 1.148 billion [1] - Tianshan Electronics (301379) closed at 31.98, rising by 6.81%, with a trading volume of 334,800 shares and a transaction value of 1.034 billion [1] - Qianzhao Optoelectronics (300102) closed at 12.80, up 5.09%, with a trading volume of 260,500 shares and a transaction value of 325 million [1] - Huichuangda (300909) closed at 34.44, increasing by 5.00%, with a trading volume of 86,300 shares and a transaction value of 293 million [1] - Xiangteng New Materials (001373) closed at 30.97, up 4.91%, with a trading volume of 21,500 shares and a transaction value of 65.524 million [1] - ST Hengjiu (002808) closed at 4.70, rising by 4.91%, with a trading volume of 65,500 shares and a transaction value of 30.521 million [1] - Sanan Optoelectronics (600703) closed at 15.64, up 4.83%, with a trading volume of 1,997,800 shares and a transaction value of 3.081 billion [1] Fund Flow - The optical and optoelectronic sector saw a net inflow of 88.102 million from main funds, while retail funds experienced a net inflow of 77.9 million [2] - However, there was a net outflow of 867 million from speculative funds [2]

Core Viewpoint - Hanbo High-tech (301321.SZ) announced that its associate Chengdu Tuowei Optoelectronics Technology Co., Ltd. plans to raise funds through a capital increase and introduce new shareholders, with Hanbo opting to waive its preemptive rights in this financing [1] Group 1 - Chengdu Tuowei will receive an investment of 30 million yuan from Hanbo Holdings Group Co., Ltd., with a capital contribution of 3.9664 yuan per registered capital, resulting in 7.5636 million yuan being recorded as paid-in capital and 22.4364 million yuan as capital reserve [1] - Following this capital increase, Chengdu Tuowei's registered capital will rise from 352.9689 million yuan to 428.6051 million yuan, while Hanbo's shareholding will decrease from 30.1072% to 24.7942%, maintaining its status as an associate company [1] - Shareholder Liu Qingyun plans to transfer his entire stake in Chengdu Tuowei, corresponding to a registered capital of 615,945 yuan, to the company's director and deputy general manager Cai Jimei for 1 million yuan [1]

Group 1 - The company Hanbo High-tech (SZ 301321) announced the convening of its 20th meeting of the 4th board of directors on September 19, 2025, in Hefei, Anhui Province, to discuss the proposal for the 2025 first extraordinary shareholders' meeting [1] - For the year 2024, the company's revenue composition is as follows: 95.24% from the backlight display module industry and 4.76% from other businesses [1] - As of the report date, Hanbo High-tech has a market capitalization of 3.2 billion yuan [1]

Core Viewpoint - Hanbo High-tech (301321.SZ) announced that its associate Chengdu Tuowei Optoelectronics Technology Co., Ltd. plans to raise funds through a capital increase and introduce new shareholders, with Hanbo High-tech opting to waive its preemptive rights in this process [1] Group 1 - Chengdu Tuowei will receive an investment of 30 million yuan from Hanbo Holdings Group Co., Ltd., with a capital contribution of 3.9664 yuan per registered capital, resulting in 7.5636 million yuan being recorded as paid-in capital and 22.4364 million yuan as capital reserve [1] - Following this capital increase, Chengdu Tuowei's registered capital will rise from 352.9689 million yuan to 428.6051 million yuan, while Hanbo High-tech's ownership stake will decrease from 30.1072% to 24.7942% [1] - Chengdu Tuowei's shareholder Liu Qingyun plans to transfer his entire stake, corresponding to a registered capital of 615,945 yuan, to the company's director and deputy general manager Cai Jimei for 1 million yuan [1]

翰博高新材料（合肥）股份有限公司 二〇二五年九月 证券简称：翰博高新 证券代码：301321 第二期员工持股计划管理办法 （修订稿） 第一条 为规范翰博高新材料（合肥）股份有限公司（以下简称"公司" 或"翰博高新"）第二期员工持股计划（以下简称"本员工持股计划"或"员 工持股计划"）的实施，根据《中华人民共和国公司法》（以下简称《公司 法》）《中华人民共和国证券法》（以下简称《证券法》）《关于上市公司实 施员工持股计划试点的指导意见》（以下简称《指导意见》）等相关法律、行 政法规、规章、规范性文件和《翰博高新材料（合肥）股份有限公司章程》 （以下简称《公司章程》）《翰博高新材料（合肥）股份有限公司第二期员工 持股计划（草案）》之规定，特制定《翰博高新材料（合肥）股份有限公司第 二期员工持股计划管理办法》（以下简称《管理办法》）。 第二章 本计划的目的与基本原则 第二条 为了进一步建立、健全公司长效激励机制，吸引和留住优秀人 才，充分调动公司管理者和员工的积极性，有效地将股东利益、公司利益和核 心团队个人利益结合在一起，使各方共同关注公司的长远发展，基于对公司未 来发展的信心及对公司估值合理性的判断，根据《公司 ...

翰博高新材料（合肥）股份有限公司 关于放弃参股公司增资优先认缴出资权和股权转让优先购买权 证券代码：301321 证券简称：翰博高新 公告编号：2025-044 暨关联交易的公告 翰博高新材料（合肥）股份有限公司（以下简称"公司"）参股公司成都拓 维高科光电科技有限公司（以下简称"成都拓维"）根据自身经营发展的需要， 为经营提供资金支持，增强自身抵御外部风险的能力，计划以增资扩股方式进行 股权融资并引入新股东，公司拟放弃本次增资优先认缴出资权和股权转让优先购 买权，具体情况如下： 1、成都拓维本次增资由翰博控股集团有限公司（以下简称"翰博控股"） 出资30,000万元（3.9664元/注册资本，7,563.6186万元计入公司实收资本， 22,436.3814万元计入资本公积）；本次增资完成后，成都拓维注册资本由人民 币35,296.8869万元增加至人民币42,860.5055万元，公司持股比例由30.1072% 下降至24.7942%，成都拓维仍为公司参股公司。 2、成都拓维股东刘青云先生拟将所持有的全部成都拓维的股权（对应注册 资本61.5945万元）以人民币100万元转让给公司董事兼副总经理蔡姬妹女士 ...

证券简称：翰博高新 证券代码：301321 翰博高新材料（合肥）股份有限公司 第二期员工持股计划（草案）摘要 （修订稿） 二〇二五年九月 声 明 本公司及董事会全体成员保证本员工持股计划及其摘要内容的真实、准确 和完整，没有虚假记载、误导性陈述或重大遗漏。 -2- 风险提示 一、员工遵循依法合规、自愿参与、风险自担原则，若员工认购金额较低 时，本员工持股计划存在低于预计规模的风险。 二、有关本员工持股计划的出资金额、出资来源、实施方案等属初步结果， 尚存在不确定性。 三、本员工持股计划设定的公司层面的业绩考核指标不构成对公司未来业 绩完成情况的承诺，相关业绩考核指标的完成受宏观经济环境、国内外政治经 济形势等多种因素影响，具有不确定性。 四、公司后续将根据规定披露相关进展情况，敬请广大投资者谨慎决策，注 意投资风险。 -3- 特别提示 一、《翰博高新材料（合肥）股份有限公司第二期员工持股计划（草案）》 系依据《中华人民共和国公司法》《中华人民共和国证券法》《关于上市公司 实施员工持股计划试点的指导意见》《深圳证券交易所上市公司自律监管指引 第2号——创业板上市公司规范运作》及其他有关法律、法规、规范性文件和 ...