证券代码：301362 证券简称：民爆光电 公告编号：2026-006 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购买资产并募集配套资金暨关联交易事项 的一般风险提示暨股票复牌公告 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。 特别提示： 深圳民爆光电股份有限公司（证券简称：民爆光电，证券代码：301362）将于 2026 年 2 月 2 日（星期一）开市起复牌。 一、公司股票停牌情况 深圳民爆光电股份有限公司（以下简称"公司"）正在筹划以发行股份及支付 现金的方式购买资产并募集配套资金事项（以下简称"本次交易"）。因本次交易 尚存不确定性，为了维护投资者利益，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（星期一）开市时起开始停牌。停牌时间预计不 超过 10 个交易日。具体内容详见公司于 2026 年 1 月 19 日披露于巨潮资讯网 （http://www.cninfo.com.cn）的《关于筹划发行股份及支付现金方式购买资产 ...

证券代码：301362 证券简称：民爆光电 公告编号：2026-005 深圳民爆光电股份有限公司 关于暂不召开股东会审议本次交易相关事项的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 深圳民爆光电股份有限公司（以下简称"公司"）拟通过发行股份的方式购买 厦门厦芝精密科技有限公司 49%股权并募集配套资金（以下简称"本次交易"）。 公司于 2026 年 1 月 30 日召开了第三届董事会第六次会议，审议通过了《关于 公司本次发行股份购买资产并募集配套资金暨关联交易方案的议案》等相关议案， 具体内容详见公司于 2026 年 1 月 31 日披露于巨潮资讯网上的相关公告。 依据现行法律法规的要求，本次交易尚需获得公司股东会审议通过。鉴于本次 交易事项涉及的审计、评估等工作尚未完成，公司董事会拟暂不召集公司股东会审 议本次交易相关事项。待与本次交易相关的审计、评估等工作完成后，公司将再次 召开董事会会议对本次交易相关事项进行审议，并依照法定程序召集公司股东会审 议。 深圳民爆光电股份有限公司 董事会 2026 年 1 月 31 日 特此公告。 ...

证券代码：301362 证券简称：民爆光电 公告编号：2026-007 深圳民爆光电股份有限公司 第三届董事会第六次会议决议公告 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、董事会会议召开情况 深圳民爆光电股份有限公司（以下简称"公司"或"上市公司"）第三届董事 会第六次会议于 2026 年 1 月 30 日在公司会议室召开，召开方式为现场及通讯方式 召开，会议应出席董事 9 人，实际出席董事 9 人，其中董事周金梅、独立董事王欢、 洪昀、朱华威以腾讯会议形式参会。会议由董事长谢祖华先生主持，公司高级管理 人员列席会议。会议通知已于 2026 年 1 月 27 日以电话通知及电子邮件的方式向全 体董事及高级管理人员送达。本次董事会会议的召开符合《中华人民共和国公司法》 《中华人民共和国证券法》（以下简称"《公司法》"和"《证券法》"）和《深 圳民爆光电股份有限公司章程》的有关规定，会议合法、有效。 二、董事会会议审议情况 经与会董事审议表决，本次会议通过了以下议案： （一）审议通过《关于以现金方式收购厦门厦芝精密科技有限公司 51%股权的 议案》 公司 ...

Market Overview - The lighting equipment sector increased by 0.04% on January 28, with Ocean King leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up by 0.27%, while the Shenzhen Component Index closed at 14342.9, up by 0.09% [1] Stock Performance - Notable stock performances include: - Ocean King (002724) closed at 7.67, up by 10.04% with a trading volume of 384,700 shares and a turnover of 286 million yuan [1] - Opple Lighting (603515) closed at 19.98, up by 0.55% with a trading volume of 23,400 shares and a turnover of 46.45 million yuan [1] - Other stocks like Sunshine Lighting (600261) remained unchanged at 3.65, while companies like Qunshang Co. (002638) and Foshan Lighting (000541) saw declines of 1.92% and 1.09% respectively [1][2] Capital Flow - The lighting equipment sector experienced a net inflow of 18.43 million yuan from institutional investors, while retail investors saw a net outflow of 17.56 million yuan [2] - The capital flow for key stocks shows: - Ocean King had a net inflow of 69.14 million yuan from institutional investors, while retail investors had a net outflow of 52.64 million yuan [3] - Other stocks like Opple Lighting and Sunshine Lighting faced net outflows from both institutional and retail investors [3]

Market Overview - The lighting equipment sector experienced a decline of 0.69% on January 27, with Lida Xin leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Individual Stock Performance - OPPLE Lighting (603515) closed at 19.87, with an increase of 1.53% and a trading volume of 35,500 shares, totaling a transaction value of 69.83 million yuan [1] - Debang Lighting (603303) closed at 14.66, up 1.24%, with a trading volume of 32,300 shares and a transaction value of 46.73 million yuan [1] - Lida Xin (605365) closed at 20.77, down 3.44%, with a trading volume of 93,400 shares and a transaction value of 194 million yuan [2] - Sunshine Lighting (600261) closed at 3.65, down 2.14%, with a trading volume of 182,900 shares and a transaction value of 66.54 million yuan [2] Capital Flow Analysis - The lighting equipment sector saw a net outflow of 62.41 million yuan from institutional investors, while retail investors had a net inflow of 44.31 million yuan [2] - The overall capital flow indicates that retail investors are more active in the sector despite the institutional outflow [2] Detailed Capital Flow for Selected Stocks - OPPLE Lighting had a net inflow of 7.01 million yuan from institutional investors, while retail investors had a net outflow of 5.84 million yuan [3] - Debang Lighting experienced a net inflow of 2.21 million yuan from institutional investors, with retail investors seeing a net inflow of 1.23 million yuan [3] - Lida Xin had a net outflow of 1.01 million yuan from institutional investors, indicating a negative sentiment among larger investors [3]

民爆光电公告称，公司因筹划发行股份及支付现金购买资产并募资事项，股票自2026年1月19日开市起 停牌，预计不超10个交易日。截至公告日，各方正推进交易，就方案协商、论证和确认。为维护投资者 利益，避免股价异常波动，公司股票继续停牌。停牌期间将及时披露进展，交易能否实施存在不确定 性，提醒投资者注意风险。 ...

证券代码：301362 证券简称：民爆光电 公告编号：2026-002 深圳民爆光电股份有限公司 并募集配套资金事项的停牌进展公告 特此公告。 深圳民爆光电股份有限公司 董事会 2026 年 1 月 24 日 关于筹划发行股份及支付现金方式购买资产 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。 深圳民爆光电股份有限公司（以下简称"公司"）因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，经向深圳证券交易所申请，公司股票（证券简 称：民爆光电，证券代码：301362）自 2026 年 1 月 19 日上午开市起停牌，预计停 牌 时 间 不 超 过 10 个 交 易 日 。 具 体 内 容 详 见 公 司 刊 登 于 巨 潮 资 讯 网 （http://www.cninfo.com.cn）的《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》。 截至本公告披露之日，公司及有关各方正在积极推进本次交易的各项工作，相 关各方正在就交易方案进行协商、论证和确认。为了维护投资者利益，避免公司证 券交易价格出现异常波动，根据深圳证券交易所的相关 ...

Core Viewpoint - Minexplosion Optoelectronics (301362.SZ) is initiating a cross-industry acquisition to seek a second growth curve as it faces stagnation in its LED lighting business, which has been growing steadily for over a decade. The company plans to acquire Xiamen Maida Intelligent Technology Co., Ltd.'s PCB drilling business and raise supporting funds through a combination of share issuance and cash payment [1][21]. Company Overview - Minexplosion Optoelectronics has been listed for less than three years and is currently experiencing growth stagnation, with its main business focused on the research, production, and sales of LED lighting products [12][18]. - The company reported revenues of 1.529 billion and 1.641 billion yuan for 2023 and 2024, respectively, with a slight growth of 4.34% and 7.35% year-on-year. However, net profits showed a decline in 2025, with revenues dropping to 1.23 billion yuan and net profits to 150 million yuan [12][15]. Acquisition Details - The acquisition involves Xiamen Xizhi Precision Technology Co., Ltd. and Jiangxi Maida Intelligent Technology Co., Ltd., focusing on the PCB drilling business, which is expected to benefit from the growing demand in the AI era [1][6]. - Xiamen Maida was established in 2020 and has a strong focus on high-precision drilling tools, with a production capacity of approximately 15 million units per month, aiming to expand to over 50 million units in the next 2-3 years [6][7]. Market Dynamics - The PCB industry has seen significant growth, with the PCB sector rising over 124% since 2025. Leading companies like Ding Tai High-Tech and Zhong Tung High-Tech have accelerated production to capture market share [2][8]. - The global PCB drilling market is highly concentrated, with the top five manufacturers holding over 75% market share. Ding Tai High-Tech is projected to maintain its leading position with a market share increase from 26.8% to 28.9% [8][9]. Future Outlook - The PCB drilling market is expected to grow rapidly over the next 3-5 years due to increased demand driven by AI computing needs. However, the overall market size remains relatively small [8][10]. - Minexplosion Optoelectronics' acquisition is still in the planning stage, and the final transaction price is yet to be determined, with significant uncertainties surrounding the completion of the deal [21].

Core Viewpoint - Shenzhen Minbao Optoelectronics announced a suspension of trading to acquire 100% equity of Xiamen Zhizhi Precision Technology and Jiangxi Maida Intelligent Technology, marking its entry into the PCB core consumables sector [1][3]. Group 1: Company Background - Minbao Optoelectronics has been focused on the LED lighting sector since its establishment in 2010 and went public on the ChiNext board in 2023, with products distributed in over 100 countries [1][3]. - The company has faced significant performance pressure due to market saturation, with a revenue decline of 0.04% year-on-year and a net profit drop of 19.75% in the first three quarters of 2025 [1][3]. Group 2: Acquisition Details - The acquisition targets, Xiamen Zhizhi and Jiangxi Maida, specialize in the development of PCB micro-drilling technology, particularly in the 0.09mm to 0.35mm range, with expertise in micro-drills below 0.20mm [1][4]. - The transaction is expected to be based on asset evaluation results and is not anticipated to constitute a major asset restructuring or related party transaction, indicating manageable asset scale [2][4]. Group 3: Market Implications - The acquisition is seen as a potential breakthrough for Minbao Optoelectronics, aiming to tap into high-value sectors and counteract declining performance in traditional lighting [1][4]. - As of January 19, 2026, Minbao Optoelectronics had a market capitalization of approximately 4.7 billion yuan, with a stock price of 44.98 yuan per share prior to suspension [2][4].

Group 1 - Five stocks, including Keda Manufacturing, Hunan Gold, and Minexplosion Optoelectronics, were suspended from trading on January 20 according to Wind data [1]