Core Viewpoint - The company Minexplosion Optoelectronics announced plans to acquire assets through a share issuance and cash payment, focusing on two companies specializing in micro-drilling technology for PCB manufacturing [1] Group 1: Company Announcement - Minexplosion Optoelectronics is planning to purchase assets from Xiamen Xizhi Precision Technology Co., Ltd. and Jiangxi Maida Intelligent Technology Co., Ltd. [1] - The target companies are engaged in the research, production, and sales of micro-drilling needles, providing solutions for micro-hole processing in the PCB manufacturing sector [1] Group 2: Market Impact - The transaction is currently in the planning stage, which introduces uncertainty [1] - To ensure fair information disclosure and protect investor interests, the company's stock will be suspended from trading starting January 19, 2026 [1]

Group 1 - The company, Shenzhen Minbao Optoelectronics Co., Ltd., announced plans to issue shares and pay cash to acquire assets and raise matching funds [1] - This transaction is not expected to constitute a major asset restructuring and will not lead to a change in the actual controller of the company [1] - The company's stock will be suspended from trading starting January 19, 2026, due to the ongoing planning stage of the transaction, which carries uncertainties [1]

证券代码：301362 证券简称：民爆光电 公告编号：2026-001 深圳民爆光电股份有限公司 关于筹划发行股份及支付现金方式购买资产 并募集配套资金事项的停牌公告 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。 一、停牌事由和工作安排 深圳民爆光电股份有限公司（以下简称"公司"）正在筹划发行股份及支付现 金方式购买资产并募集配套资金事项（以下简称"本次交易"）。根据《上市公司 重大资产重组管理办法》等相关规定，本次交易预计不构成重大资产重组。此外， 预计本次交易亦不构成关联交易。本次交易不会导致公司实际控制人发生变更，不 构成重组上市。 鉴于本次交易尚处于筹划阶段，存在不确定性，为保证公平信息披露，维护投 资者利益，避免对公司证券交易造成重大影响，根据深圳证券交易所的相关规定， 经公司申请，公司股票（证券简称：民爆光电，证券代码：301362）自 2026 年 1 月 19 日开市起停牌。公司预计在不超过 10 个交易日的时间内披露本次交易方案，即在 2026 年 2 月 2 日前按照《公开发行证券的公司信息披露内容与格式准则第 26 号—— 上市公司重大 ...

民爆光电公告称，公司正筹划发行股份及支付现金购买资产并募集配套资金，标的为厦芝精密和江西麦 达100%股权，交易对方为厦门麦达，预计不构成重大和关联交易，不导致实控人变更。公司已签《收 购意向协议》，股票自2026年1月19日开市起停牌，预计不超10个交易日披露方案，若未能按时披露， 最晚2月2日开市起复牌并终止筹划。交易尚处筹划阶段，存在不确定性。 ...

Focus Events - Some large and medium-sized brokerages have exhausted their margin financing funds, despite many brokerages raising the upper limit of margin financing last year. The current market sentiment is high, and the willingness to finance is unprecedented, leading to a situation where not only one brokerage's margin financing quota is no longer sufficient, but brokerages may also intentionally slow down liquidity release for risk control considerations [1] Company Focus - Qifu Life Service Holdings Limited announced the completion of the sale of 280,000 ounces of unallocated silver bars, receiving approximately RMB 161.7 million. This follows a previous announcement on January 9, where the company sold 400,000 ounces for about RMB 226.2 million. In total, Qifu has sold 21.15 tons of silver, generating proceeds of RMB 388 million [3] - CITIC Securities expects to achieve an operating income of RMB 74.83 billion in 2025, a year-on-year increase of 28.75%, and a net profit attributable to shareholders of RMB 30.05 billion, up 38.46% [19] - Aerospace Hongtu has disclosed a pre-loss announcement, expecting a net profit attributable to shareholders to be negative for the 2025 fiscal year [21] - Hu Silicon Industry has released a 2025 annual performance forecast, expecting a net loss of RMB 1.28 billion to RMB 1.53 billion, widening from a loss of RMB 971 million in the previous year [23] - Dayou Energy announced an expected net loss of RMB 1.7 billion for 2025, which represents an increase in loss of approximately RMB 609 million compared to the previous year [24] - CITIC Bank reported total assets of RMB 10.131658 trillion by the end of 2025, a year-on-year increase of 6.28%. The bank achieved a net profit of RMB 70.62 billion, up 2.98% from the previous year [26] - Wuzhong Development disclosed a major asset restructuring plan, proposing to exchange its main assets and liabilities with its controlling shareholder, Wuzhong Co., for 100% equity of Wuzhong Mining and 100% equity of Luzhong Mining [28] - Huibo Technology announced that its controlling shareholder plans to transfer 341 million shares, representing 25.6% of the total share capital, to Tianjin Baili Machinery Equipment Group Co., Ltd. The transfer price is approximately RMB 1.175 billion [29] Industry Dynamics - The U.S. announced a 25% import tariff on certain semiconductors and related products starting January 15 [14] - The China Automobile Industry Association predicts that total automobile sales in 2026 will reach 34.75 million units, with new energy vehicle sales expected to be 19 million units [14] - A meeting was held by the Ministry of Industry and Information Technology and other departments to discuss the regulation of competition in the new energy vehicle industry, emphasizing the need to resist disorderly price wars [14] - Huawei regained the top position in China's smartphone market share, with the latest IDC report indicating that Huawei led the market in 2025 [17]

（文章来源：证券日报） 证券日报网讯 1月12日，民爆光电在互动平台回答投资者提问时表示，截至2026年1月9日，公司股东总 数为6876户。 ...

Group 1 - The company, Minexplosion Optoelectronics (301362.SZ), confirmed that its export products continue to enjoy export tax rebates [1]

Market Overview - The lighting equipment sector increased by 0.27% on January 9, with Greely leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] Stock Performance - Greely (code: 920641) saw a significant rise of 29.99%, closing at 23.84 with a trading volume of 120,800 shares and a transaction value of 275 million yuan [1] - Xiaosong Co. (code: 002723) increased by 4.53%, closing at 66.8 with a trading volume of 231,900 shares and a transaction value of 207 million yuan [1] - Foshan Lighting (code: 000541) rose by 3.44%, closing at 6.32 with a trading volume of 333,500 shares and a transaction value of 211 million yuan [1] - Other notable performances include ST Xingguang (code: 002076) up 0.90%, Sunshine Lighting (code: 600261) up 0.59%, and Lianhe Co. (code: 001326) up 0.54% [1] Capital Flow - The lighting equipment sector experienced a net inflow of 28.56 million yuan from main funds, while retail funds saw a net outflow of 25.43 million yuan [2] - The main funds' net inflow for Greely was 11.5 million yuan, accounting for 41.62% of its total trading volume [3] - Foshan Lighting had a main fund net inflow of 25.41 million yuan, but also saw a significant retail net outflow of 23.59 million yuan [3]

Market Overview - The lighting equipment sector experienced a slight decline of 0.03% on January 7, with Qunshang Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Notable gainers in the lighting equipment sector included: - Lianyu Co., Ltd. with a closing price of 48.90, up 5.39% [1] - Lida Xin with a closing price of 27.49, up 2.27% [1] - Other stocks in the sector showed mixed performance, with some experiencing declines, such as: - Qunshang Co., Ltd. closing at 3.05, down 1.29% [2] - OPPLE Lighting at 18.47, down 0.86% [2] Capital Flow - The lighting equipment sector saw a net inflow of main funds amounting to 32.32 million yuan, while retail investors experienced a net outflow of 35.51 million yuan [2][3] - The main fund inflows for specific companies included: - Lianyu Co., Ltd. with a net inflow of 19.03 million yuan [3] - Lida Xin with a net inflow of 13.69 million yuan [3] - Conversely, Qunshang Co., Ltd. had a net inflow of 3.56 million yuan from main funds but a net outflow of 3.87 million yuan from retail investors [3]

Group 1 - The lighting equipment sector increased by 1.01% on January 6, with *ST Xingguang leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] - Key stocks in the lighting equipment sector showed various performance metrics, with *ST Xingguang closing at 2.18, up by 3.32% on a trading volume of 433,000 shares [1] Group 2 - The lighting equipment sector experienced a net outflow of 16.18 million yuan from institutional investors, while retail investors saw a net inflow of 3.91 million yuan [2] - The stock *ST Xingguang had a net inflow of 1.17 million yuan from institutional investors, but a net outflow of 2.56 million yuan from retail investors [3] - The stock with the highest retail investor inflow was *ST Xingguang, with 139.51 million yuan, despite overall negative sentiment from institutional investors [3]