Group 1 - The core viewpoint of the articles emphasizes the importance of lithography machines in the semiconductor industry, highlighting recent stock price surges of related companies due to government support for technological self-reliance and innovation [1][2] - The State Council's meeting on June 27 stressed the need for enhancing responsibility and urgency in advancing high-level technological self-reliance, focusing on breaking through key core technologies and integrating technological innovation with industrial innovation [1] - Lithography is identified as the most critical and complex process in integrated circuit manufacturing, accounting for approximately one-third of manufacturing costs and 40%-50% of the time spent in the process [2] Group 2 - The lithography machine market is dominated by ASML, Nikon, and Canon, with a growing demand for high-end EUV and DUV lithography machines, while there remains significant demand for i-line lithography machines [2] - There is a vast market potential for domestic breakthroughs in certain categories of lithography machines, which could lead to substantial growth opportunities for companies involved in the lithography supply chain [2] - Companies such as Blue Ying Equipment, Wavelength Optoelectronics, and others have seen significant stock price increases, indicating strong market interest and potential investment opportunities in the lithography equipment sector [1]

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]

Market Performance - The lithography machine concept sector declined by 1.48%, ranking among the top losers in the market [1] - Within the sector, notable declines were observed in companies such as Wavelength Optoelectronics and *ST HeKe, while Baidao Chemical and Electric Science Digital saw increases of 1.66% and 0.68% respectively [1] Sector Comparison - The top-performing concept sectors included: - Armament restructuring concept: +8.73% - Electronic ID: +2.89% - Domestic aircraft carrier: +2.19% - Military information technology: +2.05% [2] Capital Flow - The lithography machine sector experienced a net outflow of 505 million yuan, with 27 stocks seeing net outflows, and 7 stocks exceeding 30 million yuan in outflows [2] - Wavelength Optoelectronics led the outflows with 79.09 million yuan, followed by Kaimete Gas and Crystal Technology with outflows of 63.41 million yuan and 53.61 million yuan respectively [2] Individual Stock Performance - Key stocks with significant outflows included: - Wavelength Optoelectronics: -5.79% with a turnover rate of 26.82% and a net outflow of 79.09 million yuan - Kaimete Gas: -2.59% with a turnover rate of 7.19% and a net outflow of 63.41 million yuan - Crystal Technology: -1.50% with a turnover rate of 4.54% and a net outflow of 53.61 million yuan [3]

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 ...

Core Viewpoint - The A-share and Hong Kong stock markets have seen significant gains in the chip and semiconductor sectors, indicating a positive trend in these industries [1][4]. A-share Market Summary - On June 23, the A-share market showed mixed results, with the Shanghai Composite Index rising by 0.15% and the Shenzhen Component Index and ChiNext Index falling by 0.16% and 0.33% respectively [2][5]. - The chip and semiconductor equipment concept stocks experienced substantial increases, with many stocks in this sector rising over 1% during the trading session [7]. - Notable performers included Wave Optoelectronics, which hit a 20% limit up, and several other stocks like Yubo Technology and Huacan Optoelectronics, which rose over 11% [7]. Hong Kong Market Summary - The Hong Kong market experienced low-level fluctuations, but chip and semiconductor stocks performed well, with Brainhole Technology rising over 16% and Huahong Semiconductor increasing by over 7% [15]. - China Tianrui Cement saw a dramatic rise of over 60% during the session, later narrowing its gains [16]. Company Performance Highlights - China Tianrui Cement reported a turnaround with a net profit of 279 million yuan for the year ending December 31, 2024, compared to a loss of 634 million yuan in the previous year, with total revenue of 6.117 billion yuan [17]. - The company noted a 26.2% decrease in cement sales volume compared to the previous year, with an average price of 234.9 yuan per ton, reflecting a 2.8% decline [19]. - Pacific Shipping also saw significant gains, with a rise of over 20% after announcing the issuance of 28.626 million shares as part of its incentive plan [21].

智通财经6月23日电，芯片股震荡拉升，存储芯片、光刻机等方向领涨，大为股份、波长光电双双涨 停，中晶科技、晶方科技、芯导科技涨超5%，台基股份、中科飞测、拓荆科技等跟涨。 芯片股震荡走强 大为股份、波长光电双双涨停 ...

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 ...

Core Viewpoint - The company, 波长光电, is actively expanding its semiconductor optical business and has established a joint laboratory with Zhejiang University to enhance its research and development capabilities in this field [2][3]. Group 1: Semiconductor Business Progress - The company's semiconductor optical business generated approximately 17.7 million yuan in revenue in 2024, with ongoing efforts to deepen customer cooperation and enhance technical exchanges [2]. - The product offerings in the semiconductor sector include parallel light source systems for mature processes, optical lenses for advanced lithography equipment, and various optical components for detection equipment [2]. Group 2: Collaboration with Zhejiang University - The collaboration with Zhejiang University aims to establish a joint laboratory focusing on extreme optical technology and instruments, particularly in semiconductor detection [3]. - This partnership leverages both parties' strengths in precision optical design and manufacturing capabilities to foster talent and research in the precision optics field [3]. Group 3: Capacity Expansion and Financial Planning - The company has established an advanced manufacturing process center and acquired high-precision processing and testing equipment to meet the demands of its semiconductor business [4]. - Current production capacity and funding are deemed sufficient for short-term business growth, with potential plans for capital market financing if business development exceeds expectations [4]. Group 4: Financial Performance and Outlook - In Q1 2025, the company reported a main revenue of 99.23 million yuan, a year-on-year increase of 20.87%, while net profit decreased by 39.55% to 6.51 million yuan [7]. - The company anticipates a recovery in overall gross margin in 2025 due to stabilization in raw material prices and shifts in product demand towards smaller and lighter infrared imaging products [5]. - The gross margin for infrared imaging products is expected to improve, contributing positively to the overall financial performance [5].