Core Viewpoint - Lingyun Optical Technology Co., Ltd. has shown significant stock performance with an 81.73% increase year-to-date, despite recent fluctuations in the stock price [1][2]. Financial Performance - As of September 30, 2025, Lingyun Optical achieved a revenue of 1.368 billion yuan, representing a year-on-year growth of 25.73%, and a net profit attributable to shareholders of 96.0755 million yuan, up 10.10% [2]. - The company has distributed a total of 92.2845 million yuan in dividends since its A-share listing [3]. Stock Market Activity - On October 20, the stock price increased by 2.03%, reaching 39.79 yuan per share, with a trading volume of 33.9186 million yuan and a turnover rate of 0.18% [1]. - The stock has experienced a net inflow of 2.029 million yuan from main funds, with significant buying activity from large orders [1]. Business Overview - Lingyun Optical, established on August 13, 2002, focuses on machine vision and optical communication, with a strategic emphasis on machine vision [2]. - The revenue composition includes intelligent visual equipment (34.69%), configurable visual systems (30.97%), optical communication products (27.44%), visual devices (5.31%), and service income (1.59%) [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 5.02% to 28,000, with an average of 16,458 circulating shares per person, a decrease of 4.78% [2]. - Notably, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders as of June 30, 2025 [3].

Core Viewpoint - Suzhou Su Da Wei Ge Technology Group Co., Ltd. has experienced a stock price fluctuation, with a year-to-date increase of 49.56% but a recent decline of 8.92% over the last five trading days [1] Group 1: Stock Performance - As of October 16, the stock price of Su Da Wei Ge is 32.35 CNY per share, with a market capitalization of 8.4 billion CNY [1] - The stock has seen a trading volume of 264 million CNY and a turnover rate of 3.81% [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the latest appearance on September 5, where it recorded a net purchase of 112 million CNY [1] Group 2: Financial Performance - For the first half of 2025, Su Da Wei Ge reported a revenue of 982 million CNY, representing a year-on-year growth of 5.27% [2] - The net profit attributable to shareholders for the same period was 30.66 million CNY, showing a year-on-year decrease of 10.46% [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 13.86% to 30,700, while the average circulating shares per person decreased by 10.45% to 6,855 shares [2] - The company has distributed a total of 108 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] - The third-largest circulating shareholder is Ruiyuan Growth Value Mixed A, holding 12.41 million shares, a decrease of 261,800 shares from the previous period [3]

Core Viewpoint - Lingyun Optical Technology Co., Ltd. has shown significant stock performance with a year-to-date increase of 97.85%, despite a recent decline in the last five trading days [1][2]. Financial Performance - For the first half of 2025, Lingyun achieved operating revenue of 1.368 billion yuan, representing a year-on-year growth of 25.73%, and a net profit attributable to shareholders of 96.0755 million yuan, up 10.10% year-on-year [2]. - The company has distributed a total of 92.2845 million yuan in dividends since its A-share listing [3]. Stock Market Activity - As of October 14, the stock price of Lingyun was 43.32 yuan per share, with a market capitalization of 19.970 billion yuan [1]. - The stock has experienced a trading volume of 96.5663 million yuan with a turnover rate of 0.49% [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 233 million yuan on February 20 [1]. Shareholder Information - As of September 30, the number of shareholders increased by 5.02% to 28,000, with an average of 16,458 circulating shares per person, a decrease of 4.78% [2]. - The top ten circulating shareholders saw a change, with Hong Kong Central Clearing Limited exiting the list by June 30, 2025 [3]. Business Overview - Lingyun focuses on machine vision and optical communication, with its main business revenue composition being: intelligent visual equipment (34.69%), configurable visual systems (30.97%), optical communication products (27.44%), visual devices (5.31%), and service revenue (1.59%) [2]. - The company operates within the specialized equipment sector and is associated with various concept sectors including the Apple supply chain and holographic concepts [2].

Core Viewpoint - Lingyun Optical Technology Co., Ltd. has shown significant stock price fluctuations and growth in revenue and profit, indicating a strong performance in the machine vision and optical communication sectors [1][2]. Group 1: Stock Performance - On September 29, Lingyun's stock rose by 2.03%, reaching 46.81 CNY per share, with a trading volume of 336 million CNY and a turnover rate of 1.58%, resulting in a total market capitalization of 21.578 billion CNY [1]. - Year-to-date, Lingyun's stock price has increased by 113.79%, but it has experienced a decline of 12.70% over the last five trading days [1]. - The stock has seen a 20.46% increase over the past 20 days and a 77.45% increase over the past 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Lingyun achieved a revenue of 1.368 billion CNY, representing a year-on-year growth of 25.73%, while the net profit attributable to shareholders was 96.075 million CNY, up by 10.10% [2]. - Since its A-share listing, Lingyun has distributed a total of 92.2845 million CNY in dividends [3]. Group 3: Business Overview - Lingyun focuses on machine vision and optical communication, with its main business revenue composition being: intelligent visual equipment (34.69%), configurable visual systems (30.97%), optical communication products (27.44%), visual devices (5.31%), and service revenue (1.59%) [2]. - The company is categorized under the machinery equipment sector, specifically in specialized equipment [2].

Company Overview - Guangfeng Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on October 24, 2006. The company went public on July 22, 2019. Its main business involves the research, development, production, sales, and leasing of core components and complete products for laser display [1] - The revenue composition of Guangfeng Technology includes 48.23% from laser optical engines, 44.37% from laser projection machines, and 6.98% from other sources [1] Stock Performance - As of September 19, Guangfeng Technology's stock price increased by 2.21%, reaching 23.13 CNY per share, with a trading volume of 143 million CNY and a turnover rate of 1.38%. The total market capitalization is 10.624 billion CNY [1] - Year-to-date, the stock price has risen by 56.65%, with a 5-day increase of 5.96%, a 20-day increase of 12.50%, and a 60-day increase of 63.69% [1] Financial Performance - For the first half of 2025, Guangfeng Technology reported a revenue of 961 million CNY, a year-on-year decrease of 11.09%. The net profit attributable to shareholders was -131 million CNY, representing a significant decline of 1300.25% [2] - Since its A-share listing, Guangfeng Technology has distributed a total of 174 million CNY in dividends, with 68.14 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 16,800, a rise of 3.72%. The average number of tradable shares per person decreased by 3.58% to 27,298 shares [2] - Among the top ten circulating shareholders, E Fund Stable Income Bond A (110007) is the ninth largest, holding 5.0005 million shares, a decrease of 1.866 million shares compared to the previous period. Hong Kong Central Clearing Limited has exited the top ten shareholders list [3] Market Position - Guangfeng Technology is categorized under the electronic industry, specifically in consumer electronics and brand consumer electronics. It is associated with concepts such as augmented reality, smart glasses, holographic concepts, Huawei, and Xiaomi [1]

Core Viewpoint - Hongsoft Technology's stock has shown significant growth this year, with a 57.84% increase, indicating strong market performance and investor interest [2]. Financial Performance - For the first half of 2025, Hongsoft Technology achieved a revenue of 410 million yuan, representing a year-on-year growth of 7.73%. The net profit attributable to shareholders was 88.54 million yuan, marking a substantial increase of 44.06% [2]. - The company has distributed a total of 613 million yuan in dividends since its A-share listing, with 387 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 17, Hongsoft Technology's stock price was 60.47 yuan per share, with a market capitalization of 24.26 billion yuan. The stock experienced a 2.01% increase during the trading session [1]. - The stock has seen a trading volume of 1.08 billion yuan, with a turnover rate of 0.45% [1]. - The net inflow of main funds was 2.59 million yuan, with significant buying and selling activity from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 20,100, a decrease of 8.42% from the previous period. The average circulating shares per person increased by 9.20% to 19,938 shares [2]. - Among the top ten circulating shareholders, Taixin Small and Medium Cap Selected Mixed Fund increased its holdings by 170,000 shares, while Jin Ying Technology Innovation Stock A entered the list as a new shareholder [3].

Company Overview - Suzhou Keda Technology Co., Ltd. is located at 131 Jinshan Road, Suzhou High-tech Zone, Jiangsu Province, established on June 10, 2004, and listed on December 1, 2016 [2] - The company's main business includes the development, manufacturing, sales, and technical services of video conferencing systems, video surveillance systems, and integrated communication systems [2] - Revenue composition: Industry application products and solutions 37.44%, video conferencing 35.18%, video surveillance 22.13%, others 5.25% [2] - The company belongs to the Shenwan industry classification: Computer - Computer Equipment - Other Computer Equipment, and is associated with concepts such as holographic concepts, margin trading, virtual reality, machine vision, and Huawei concepts [2] Financial Performance - As of June 30, 2025, Suzhou Keda achieved operating revenue of 475 million yuan, a year-on-year increase of 13.24%, while the net profit attributable to the parent company was -217 million yuan, a year-on-year increase of 16.25% [2] - The company has cumulatively distributed 142 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] Stock Performance - On September 16, the stock price increased by 2.13%, reaching 8.62 yuan per share, with a trading volume of 192 million yuan and a turnover rate of 4.24%, resulting in a total market value of 4.627 billion yuan [1] - Year-to-date, the stock price has risen by 28.46%, with a recent decline of 0.81% over the last five trading days, a 7.75% increase over the last 20 days, and a 21.58% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on September 1, where it recorded a net purchase of 48.0836 million yuan [1]

Core Viewpoint - Hongsoft Technology's stock price has shown significant growth this year, with a year-to-date increase of 55.63% and a recent uptick in trading activity, indicating strong investor interest and market performance [2]. Financial Performance - For the first half of 2025, Hongsoft Technology reported a revenue of 410 million yuan, representing a year-on-year growth of 7.73%. The net profit attributable to shareholders was 88.54 million yuan, marking a substantial increase of 44.06% [2]. - The company has distributed a total of 613 million yuan in dividends since its A-share listing, with 387 million yuan distributed over the past three years [3]. Stock Market Activity - On September 16, Hongsoft Technology's stock rose by 2.00%, reaching 59.62 yuan per share, with a trading volume of 339 million yuan and a turnover rate of 1.44%. The total market capitalization stood at 23.918 billion yuan [1]. - The net outflow of main funds was 23.52 million yuan, with large orders accounting for 25.55% of purchases and 30.36% of sales [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 8.42% to 20,100, while the average circulating shares per person increased by 9.20% to 19,938 shares [2]. - Among the top ten circulating shareholders, Taixin Small and Medium Cap Selected Mixed Fund increased its holdings by 170,000 shares, while Hong Kong Central Clearing Limited exited the top ten list [3]. Business Overview - Hongsoft Technology, established on February 25, 2003, specializes in the research and application of visual artificial intelligence technology, providing comprehensive solutions for smart devices including smartphones, smart cars, and IoT [2]. - The company's revenue composition includes 82.69% from mobile intelligent terminal visual solutions, 15.76% from smart cars and other AIoT devices, and 1.55% from other sources [2].

Company Overview - Optoelectronics Technology Co., Ltd. is located in Dongguan, Guangdong Province, established on March 24, 2006, and listed on December 31, 2020. The company primarily engages in the research, development, production, and sales of core hardware and software products for machine vision [1][2]. Financial Performance - For the first half of 2025, Optoelectronics achieved operating revenue of 683 million yuan, representing a year-on-year growth of 30.68%. The net profit attributable to the parent company was 146 million yuan, an increase of 28.80% year-on-year [2]. - Since its A-share listing, Optoelectronics has distributed a total of 392 million yuan in dividends, with 215 million yuan distributed over the past three years [3]. Stock Performance - As of September 16, Optoelectronics' stock price increased by 2.27%, reaching 144.50 yuan per share, with a total market capitalization of 17.663 billion yuan. The stock has risen by 91.74% year-to-date, with a 2.80% increase over the last five trading days, 27.50% over the last 20 days, and 51.42% over the last 60 days [1]. - The company has seen a net inflow of main funds amounting to 1.9162 million yuan, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Optoelectronics was 6,005, a decrease of 13.18% from the previous period. The average number of circulating shares per person increased by 15.19% to 20,355 shares [2]. - Among the top ten circulating shareholders, notable changes include an increase in holdings by the Fuguo Tianhui Growth Mixed Fund and a new entry by the Huaxia CSI Robot ETF [3].

Core Viewpoint - Fuzhou Fuzhijian Technology Co., Ltd. has experienced fluctuations in stock price and trading volume, with a notable increase in revenue and net profit for the first half of 2025, indicating potential growth in the optical and laser components industry [1][2]. Company Overview - Fuzhijian Technology was established on October 31, 2001, and listed on March 19, 2008. The company specializes in the research, production, and sales of optoelectronic components related to lasers and optical communications [2]. - The main revenue sources are: precision optical components (35.06%), nonlinear optical crystal components (24.37%), laser devices (21.49%), laser crystal components (17.27%), and others (1.80%) [2]. - The company is categorized under the electronic-optical optoelectronics-optical components industry and is involved in sectors such as laser concepts, virtual reality, LED, holography, and autonomous driving [2]. Financial Performance - For the first half of 2025, Fuzhijian Technology achieved revenue of 519 million yuan, representing a year-on-year growth of 18.10%. The net profit attributable to shareholders was 128 million yuan, with a year-on-year increase of 16.96% [2]. - The company has distributed a total of 860 million yuan in dividends since its A-share listing, with 308 million yuan distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 51,000, up by 7.99%. The average circulating shares per person decreased by 7.40% to 9,185 shares [2]. - Notable institutional shareholders include Yongying Semiconductor Industry Mixed Fund, holding 5.8 million shares, and Hong Kong Central Clearing Limited, holding 4.03 million shares, both of which have increased their holdings [3].