Group 1 - The autonomous driving sector is experiencing significant activity, with notable stock price increases [1] - Keda Control has seen its stock rise by over 10% [1] - Other companies such as Rihai Intelligent, Wavelength Optoelectronics, Zhujiang Shares, and Tengjing Technology are also witnessing stock price increases [1]

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 301421 | 波长光电 | -5.79 | 26.82 | -7908.89 | | 002549 | 凯美特气 | -2.59 | 7.19 | -6341.45 | | 603005 | 晶方科技 | -1.50 | 4.54 | -5360.89 | | 300260 | 新莱应材 | -1.49 | 7.69 | -5183.86 | | 300666 | 江丰电子 | -1.72 | 2.40 | -4220.02 | | 600353 | 旭光电子 | -2.16 | 5.33 | -3872.98 | | 688199 | 久日新材 | -3.99 | 9.25 | -3026.74 | | 600619 | 海立股份 | -1.28 | 2.17 | -2819.20 | | 301297 | 富乐德 | -0.97 | 3.82 | -2179.29 | | 301568 | 思泰克 | -2.24 | 11.17 | -178 ...

Core Viewpoint - The stock of Wavelength Optoelectronics has experienced unusual trading volatility, with a cumulative price increase deviation exceeding 30% over three consecutive trading days [1] Summary by Relevant Sections - **Stock Trading Volatility** - The company's stock price has shown a significant increase, with a cumulative deviation of over 30% in closing prices across three trading days [1] - **Company Verification** - The company has confirmed that there are no corrections or supplements needed for previously disclosed information [1] - No recent media reports have been identified that could have significantly impacted the company's stock trading price [1]

证券代码：301421 证券简称：波长光电 公告编号：2025-034 南京波长光电科技股份有限公司 关于股票交易异常波动的公告 3．近期公司经营情况及内外部经营环境未发生重大变化； 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、股票交易异常波动的具体情况 南京波长光电科技股份有限公司（以下简称"公司"）股票交易连续 3 个交 易日（2025 年 6 月 20 日、6 月 23 日、6 月 24 日）收盘价格涨幅偏离值累计超 过 30%，根据《深圳证券交易所交易规则》有关规定，属于股票交易异常波动的 情况。 二、公司关注、核实情况的说明 针对公司股票异常波动情况，公司董事会通过书面询证、网络通讯、现场问 询等方式，对公司及公司控股股东、实际控制人就相关问题进行了核实，现就相 关情况说明如下： 1．公司前期披露的信息不存在需要更正、补充之处； 2．公司未发现近期公共媒体报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 4．公司及控股股东、实际控制人不存在应披露而未披露的重大事项，也不 存在处于筹划阶段的重大事项。股票异动期间，公司控股股 ...

Group 1 - The company has approved a profit distribution plan for the year 2024, which includes a cash dividend of 1.00 RMB per 10 shares, totaling approximately 11.57 million RMB [1][2] - The total share capital as of December 31, 2024, is 115,718,000 shares, and no bonus shares will be distributed [1][2] - The cash dividend will be distributed to all shareholders registered by the close of trading on June 20, 2025, with the ex-dividend date set for June 23, 2025 [2] Group 2 - The company will not withhold individual income tax on dividends for shareholders, with tax obligations determined based on the holding period upon the transfer of shares [1][2] - The distribution method will be managed by China Securities Depository and Clearing Corporation Limited, Shenzhen Branch [2] - Adjustments will be made to the minimum selling price commitments made in the company's initial public offering documents following the distribution [2]

南京波长光电科技股份有限公司 2024 年年度权益分派实施公告 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。 南京波长光电科技股份有限公司（以下简称"公司"）2024 年年度权益分 派方案已获 2025 年 5 月 16 日召开的 2024 年年度股东大会审议通过，现将权益 分派事宜公告如下： 一、股东大会审议通过的利润分配方案情况 证券代码：301421 证券简称：波长光电 公告编号：2025-033 三、股权登记日与除权除息日 1. 公司 2024 年年度股东大会审议通过的 2024 年度利润分配方案如下： 以 2024 年 12 月 31 日总股本 115,718,000 股为基数，向全体股东每 10 股派 发现金 1.00 元（含税），本次预计现金分红总额 1,157.18 万元（含税）；每 10 股送红股 0 股（含税），共计送红股 0 股；以资本公积向全体股东每 10 股转增 0 股。剩余未分配利润结转至以后年度分配。 若在利润分配预案披露日至实施权益分派股权登记日期间，公司总股本由于 可转债转股、股份回购、股权激励行权、再融资新增股份上市等原因 ...

3.公司未来是否有半导体产能扩产计划？资金方面是 否充足，是否有融资计划？ 应用于半导体等新兴应用领域的精密光学元件具有加 工精度要求高、加工难度大的特点。近年来，公司成立了先 进制造工艺中心，购置了磁流变、离子束抛光设备、IBS镀 膜机、三坐标测量仪等超光滑加工与检测设备，并配有"千 级""百级"洁净间，加工精度可以达到超精密级。从当前 公司的半导体业务体量来看，上述产能和现有资金可以满足 当前以及短期内业务小规模提升后的需求。由于上述产能相 关设备的单台套价值普遍较高，都属于相对重资产投入，公 司会审慎地考虑产能扩充计划，如果未来公司半导体业务发 展情况超出了短期产能规划，公司也会考虑通过资本市场的 融资工具解决资金需求，届时公司将按照规定履行审议程序 和披露义务。 4.公司去年产品毛利有所下滑，今年如何展望？ 投资者关系活动记录表 编号：2025-005 | | ☑特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 □新闻发布会□路演活动 | | 类别 | | | | □现场参观 | | | □其他 | | 活动参与单位名 | 财通基金；银河基金；富 ...

Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook for its stock performance [7]. Core Insights - The company is expected to achieve significant revenue growth in the semiconductor and optical sectors, with projected revenues of 510 million in 2024, representing an 82% increase year-on-year [2]. - The laser optics business is also showing robust growth, with revenues of 416 million in 2024, a 14.32% increase compared to the previous year [3]. - The infrared business is anticipated to recover, with the company leveraging its complete process chain in infrared lens design and manufacturing [4]. - The company is actively expanding its product offerings and market reach, particularly in the semiconductor and optical fields, while also venturing into consumer-grade optical markets [3][4]. Financial Projections - Revenue projections for 2025, 2026, and 2027 are estimated at 540 million, 700 million, and 910 million respectively, with corresponding net profits of 45 million, 65 million, and 85 million [9]. - The company is expected to maintain a healthy growth rate, with revenue growth rates of 30.03% in 2025 and around 29.57% in 2026 [9][12]. - The earnings per share (EPS) is projected to increase from 0.32 in 2024 to 0.74 in 2027, reflecting strong profitability growth [9][12].

证券代码：301421 证券简称：波长光电 公告编号：2025-032 南京波长光电科技股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，南京波长光电科技股份有限公司（以下简称"公司"或"波长光电"） 全资子公司江苏波长光电科技有限公司（以下简称"江苏波长"）拟向招商银行 股份有限公司南京分行（以下简称"招商银行南京分行"）申请固定资产贷款 7,800.00 万元人民币。为了支持子公司经营发展，公司为江苏波长关于上述贷款 清偿责任向招商银行南京分行提供连带责任担保（以下简称"本次担保"），并 出具了《不可撤销担保书》。现将具体内容公告如下： 一、担保情况概述 7,800.00 万元人民币，公司为江苏波长关于上述贷款清偿责任向招商银行南京分 行提供连带责任担保，并于 2025 年 5 月 29 日出具了《不可撤销担保书》。 本次担保属于上述已审议担保额度范围内，无需再次提交董事会、股东大会 审议。 二、担保额度预计情况 本次担保前后，公司对江苏波长担保额度情况如下： 公司于 2025 年 4 月 23 日召开 ...

Core Viewpoint - The company has completed the main renovation of its micro-nano optical laboratory and has introduced some experimental equipment, focusing on the development of sub-wavelength structured optical components [1] Group 1: Company Developments - The company is engaged in the research and development of sub-wavelength structured optical components, including superlenses and metasurface devices [1] - The application scenarios for these developments include semiconductor optics, photovoltaics and new energy, AR/VR, and infrared fields [1]