1月8日，乾照光电盘中上涨2.00%，截至10:01，报26.51元/股，成交9.74亿元，换手率4.09%，总市值 243.98亿元。 资金流向方面，主力资金净流入2362.05万元，特大单买入1.11亿元，占比11.37%，卖出5725.40万元， 占比5.88%；大单买入1.94亿元，占比19.95%，卖出2.24亿元，占比23.02%。 乾照光电所属申万行业为：电子-光学光电子-LED。所属概念板块包括：巨量转移概念、光通信、 MLED、植物照明、氮化镓等。 截至11月10日，乾照光电股东户数7.22万，较上期增加28.47%；人均流通股12686股，较上期减少 22.16%。2025年1月-9月，乾照光电实现营业收入27.50亿元，同比增长46.36%；归母净利润8794.97万 元，同比增长80.17%。 分红方面，乾照光电A股上市后累计派现4.08亿元。近三年，累计派现4136.03万元。 机构持仓方面，截止2025年9月30日，乾照光电十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1586.76万股，为新进股东。南方中证1000ETF（512100）退出十大流通股东之列。 责任 ...

12月29日，芯瑞达盘中下跌2.97%，截至09:35，报21.90元/股，成交2320.08万元，换手率0.82%，总市 值48.98亿元。 资金流向方面，主力资金净流出154.29万元，大单买入43.58万元，占比1.88%，卖出197.86万元，占比 8.53%。 芯瑞达今年以来股价涨12.94%，近5个交易日跌4.07%，近20日跌8.18%，近60日涨3.89%。 今年以来芯瑞达已经1次登上龙虎榜，最近一次登上龙虎榜为12月1日。 资料显示，安徽芯瑞达科技股份有限公司位于安徽省合肥经济技术开发区方兴大道6988号芯瑞达科技 园，成立日期2012年5月15日，上市日期2020年4月28日，公司主营业务涉及新型显示光电系统、健康智 能光源系统的研发、设计、生产、销售及技术服务。主营业务收入构成为：显示模组88.12%，显示终 端10.24%，其他1.52%，健康智能光源0.13%。 芯瑞达所属申万行业为：电子-光学光电子-LED。所属概念板块包括：植物照明、汽车电子、小米概 念、超高清、MLED等。 截至9月30日，芯瑞达股东户数2.13万，较上期减少6.86%；人均流通股6008股，较上期增加7.36 ...

Core Viewpoint - Sanan Optoelectronics has shown a mixed performance in stock price and financial results, with a notable increase in revenue but a significant decline in net profit. Group 1: Stock Performance - On December 26, Sanan Optoelectronics' stock rose by 2.03%, reaching 14.06 CNY per share, with a trading volume of 857 million CNY and a turnover rate of 1.24%, resulting in a total market capitalization of 70.146 billion CNY [1] - Year-to-date, the stock price has increased by 15.71%, with a 7.08% rise over the last five trading days, a 6.52% increase over the last 20 days, but a 9.99% decline over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Sanan Optoelectronics achieved a revenue of 13.817 billion CNY, representing a year-on-year growth of 16.55%, while the net profit attributable to shareholders decreased by 64.15% to 88.601 million CNY [2] - The company has distributed a total of 7 billion CNY in dividends since its A-share listing, with 486 million CNY distributed over the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Sanan Optoelectronics reached 379,600, an increase of 8.15% from the previous period, while the average circulating shares per person decreased by 7.53% to 13,141 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest, holding 97.781 million shares as a new shareholder [3] Group 4: Business Overview - Sanan Optoelectronics, established on March 27, 1993, and listed on May 28, 1996, is based in Xiamen, Fujian Province, and specializes in the research, production, and sales of compound semiconductor materials and devices [1] - The company's main business revenue composition includes: 35.96% from materials and waste sales, 30.88% from LED epitaxial chips, 16.68% from integrated circuit products, 15.92% from LED application products, and 0.56% from rental, property, and services [1]

证券代码：301002 证券简称：崧盛股份 深圳市崧盛电子股份有限公司 投资者关系活动记录表 编号 2025-015 投资者关系 活动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 券商策略会 参与单位名 称 东北证券、长城基金、华安财保、信达澳亚基金、博时基金 时间 2025 年 12 月 25 日 地点 深圳 上市公司接 待人员姓名 董事会秘书、财务负责人：谭周旦 证券事务代表：刘佳佳 投资者关系 活动主要内 容介绍 一、介绍公司基本情况 二、互动问答 1、公司近期发布关于收购芯神科技控制权的公告，主要基于什么原因发 起本次收购？ 公司本次收购芯神科技 55%股权，主要为结合公司 LED 照明驱动后续发展 及行业前瞻性考虑进行的技术布局。 芯神科技主要从事智能照明控制产品的研发、生产及销售，为国内领先的 照明控制系统高新技术企业，核心研发团队拥有 20 余年照明工控领域工作 经验，掌握通信应用的核心技术，产品应用于全国众多隧道、路灯、机场， 包括四座核电站在内的众多发电厂以及其它众多厂矿项目。 本次收购有助于双方资源整合，通过技术和产品的互补，实现下一代智能 化 ...

聚灿光电所属申万行业为：电子-光学光电子-LED。所属概念板块包括：LED、植物照明、半导体、 MLED、芯片概念等。 截至12月19日，聚灿光电股东户数6.47万，较上期减少4.99%；人均流通股10973股，较上期增加 5.25%。2025年1月-9月，聚灿光电实现营业收入24.99亿元，同比增长23.59%；归母净利润1.73亿元，同 比增长8.43%。 分红方面，聚灿光电A股上市后累计派现2.84亿元。近三年，累计派现2.30亿元。 机构持仓方面，截止2025年9月30日，聚灿光电十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2013.48万股，相比上期增加1025.63万股。博道成长智航股票A（013641）位居第十大流 通股东，持股311.91万股，为新进股东。 责任编辑：小浪快报 12月24日，聚灿光电盘中上涨2.07%，截至10:29，报8.87元/股，成交6196.82万元，换手率0.99%，总市 值83.28亿元。 资金流向方面，主力资金净流入669.79万元，特大单买入396.03万元，占比6.39%，卖出161.57万元，占 比2.61%；大单买入1532.04万元，占 ...

12月18日，芯瑞达盘中下跌2.01%，截至13:50，报21.96元/股，成交9510.04万元，换手率3.35%，总市 值49.12亿元。 资金流向方面，主力资金净流出208.75万元，特大单买入110.85万元，占比1.17%，卖出131.03万元，占 比1.38%；大单买入1253.90万元，占比13.19%，卖出1442.48万元，占比15.17%。 芯瑞达今年以来股价涨13.25%，近5个交易日涨1.48%，近20日涨10.35%，近60日涨1.67%。 今年以来芯瑞达已经1次登上龙虎榜，最近一次登上龙虎榜为12月1日。 资料显示，安徽芯瑞达科技股份有限公司位于安徽省合肥经济技术开发区方兴大道6988号芯瑞达科技 园，成立日期2012年5月15日，上市日期2020年4月28日，公司主营业务涉及新型显示光电系统、健康智 能光源系统的研发、设计、生产、销售及技术服务。主营业务收入构成为：显示模组88.12%，显示终 端10.24%，其他1.52%，健康智能光源0.13%。 芯瑞达所属申万行业为：电子-光学光电子-LED。所属概念板块包括：植物照明、OLED、MLED、专 精特新、LED等。 截至9月3 ...

Core Viewpoint - The stock of Xinruida has shown a mixed performance in recent trading sessions, with a notable increase on November 28, 2023, and a year-to-date rise of 5.72% [1][2]. Group 1: Stock Performance - On November 28, 2023, Xinruida's stock price increased by 4.01%, reaching 20.50 CNY per share, with a trading volume of 17.96 million CNY and a turnover rate of 0.70% [1]. - Year-to-date, Xinruida's stock has risen by 5.72%, while it has increased by 7.72% over the last five trading days. However, it has seen a decline of 0.15% over the past 20 days and a more significant drop of 13.68% over the last 60 days [2]. Group 2: Company Overview - Xinruida Technology Co., Ltd. was established on May 15, 2012, and went public on April 28, 2020. The company is located in Hefei Economic and Technological Development Zone, Anhui Province [2]. - The main business areas of Xinruida include the research, design, production, sales, and technical services of new display optoelectronic systems and intelligent health light source systems. The revenue composition is as follows: display modules 88.12%, display terminals 10.24%, other 1.52%, and health intelligent light sources 0.13% [2]. Group 3: Financial Performance - For the period from January to September 2025, Xinruida reported a revenue of 733 million CNY, representing a year-on-year decrease of 4.11%. However, the net profit attributable to shareholders increased by 25.75% to 94.27 million CNY [2]. - Since its A-share listing, Xinruida has distributed a total of 246 million CNY in dividends, with 167 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, Xinruida had 21,300 shareholders, a decrease of 6.86% from the previous period, with an average of 6,008 circulating shares per shareholder, an increase of 7.36% [2]. - Among the top ten circulating shareholders, the new entrant is Baodao Jiuhang Mixed A (008318), holding 443,400 shares, while several other funds have exited the top ten list [3].

Core Viewpoint - The stock price of Debang Lighting has experienced a decline of 3.24% on November 26, with a current price of 12.53 yuan per share, reflecting a total market value of 5.976 billion yuan. The company has seen a year-to-date increase of 20.30% but has faced recent declines over various trading periods [1]. Group 1: Company Overview - Debang Lighting, established on December 30, 1996, and listed on March 30, 2017, is located in Dongyang, Zhejiang Province. The company specializes in the research, production, and sales of general lighting and automotive components [1]. - The revenue composition of Debang Lighting is as follows: general lighting accounts for 82.84%, automotive lighting for 13.45%, lighting engineering construction for 2.57%, and other segments for 0.73% [1]. Group 2: Financial Performance - For the period from January to September 2025, Debang Lighting reported a revenue of 3.285 billion yuan, a slight decrease of 0.16% year-on-year. The net profit attributable to shareholders was 197 million yuan, reflecting a significant decline of 23.65% compared to the previous year [1]. - The company has distributed a total of 1.579 billion yuan in dividends since its A-share listing, with 963 million yuan distributed over the past three years [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Debang Lighting reached 13,100, an increase of 36.96% from the previous period. The average circulating shares per person decreased by 26.99% to 36,536 shares [1]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 5.8463 million shares, an increase of 43,500 shares from the previous period, while Huaxia Industry Prosperity Mixed A (003567) holds 5.1165 million shares, a decrease of 6.3472 million shares [2].

Core Viewpoint - The company, Shenzhen Lianyu Optoelectronics Co., Ltd., is actively advancing in the smart lighting sector and has seen a significant increase in stock performance, with a 4.26% rise on November 24, 2023, and a total market capitalization of 3.173 billion yuan [1]. Group 1: Company Developments - The company is focusing on the development of new technologies in smart lighting, including self-adaptive plant control spectrum and wireless networking for intelligent control circuits [2][4]. - Lianyu has developed standardized interface technology for LED lighting and obtained a U.S. invention patent, allowing for the integration of various smart sensors and remote control capabilities [2][3]. - The company has established a full subsidiary, Shenzhen Haibo, to develop charging piles and energy storage businesses, which have already generated revenue [3]. Group 2: Financial Performance - For the first nine months of 2025, the company reported a revenue of 1.155 billion yuan, reflecting a year-on-year growth of 1.03%, while the net profit attributable to shareholders decreased by 79.23% to 19.5341 million yuan [10]. - As of September 30, 2024, the company's overseas revenue accounted for 95.62%, benefiting from the depreciation of the RMB [4]. Group 3: Market Position and Shareholder Information - The company was listed on November 9, 2023, and its main business revenue composition includes 88.43% from LED lighting products, 6.55% from accessories, and 4.80% from LED light sources [9]. - As of September 30, 2025, the number of shareholders decreased by 20.62%, while the average circulating shares per person increased by 25.97% [10].

Core Viewpoint - The company, Shenzhen Lianyu Optoelectronics Co., Ltd., is actively advancing in the smart lighting sector, focusing on new technologies and international expansion, while facing challenges in profitability due to recent financial performance. Company Overview - Shenzhen Lianyu Optoelectronics Co., Ltd. was established on February 16, 2012, and went public on November 9, 2023. The company specializes in the research, production, and sales of medium and high-power LED lighting products. The revenue composition includes 88.43% from LED lighting fixtures, 6.55% from accessories, 4.80% from LED light sources, and 0.22% from other sources [9]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.155 billion yuan, representing a year-on-year growth of 1.03%. However, the net profit attributable to shareholders decreased by 79.23% to 19.5341 million yuan [10]. Market Activity - On November 20, the company's stock price fell by 1.28%, with a trading volume of 26.9536 million yuan and a turnover rate of 2.48%. The total market capitalization is 3.273 billion yuan [1]. Technological Advancements - The company is actively developing new technologies in the smart lighting field, including adaptive plant self-control spectrum and wireless networking for intelligent control circuits. It has obtained a U.S. invention patent for standardized LED lighting interfaces, integrating various smart sensors for remote and automated control [2][3]. International Expansion - The company has established production bases in Vietnam and Mexico, contributing to its international revenue, which accounted for 95.62% of total revenue in the 2024 annual report, benefiting from the depreciation of the Chinese yuan [4][5]. Investment and Market Sentiment - The main capital flow analysis indicates a net outflow of 1.743 million yuan today, with a continuous reduction in main capital over the past three days. The average trading cost of the stock is 48.14 yuan, with the current price fluctuating between resistance at 48.60 yuan and support at 39.74 yuan [6][8].