Core Viewpoint - The company, Lite Optoelectronics, is expanding its business into the high-end electronic materials sector by establishing a subsidiary, Shaanxi Lite Quartz Materials Co., Ltd., focusing on the research, production, and sales of quartz fiber electronic cloth (Q cloth) [1][4]. Group 1: New Business Development - Lite Optoelectronics registered its subsidiary, Lite Quartz, on December 10, with a registered capital of 50 million yuan [4]. - The company has completed the formation of a core team for the new business, bringing in an experienced team for Q cloth research and production [4]. - The new business is currently in the planning and capacity construction phase, with some production equipment already purchased and discussions ongoing with upstream high-purity quartz sand suppliers and potential downstream customers [4]. Group 2: Market Opportunities - The electronic materials industry is upgrading towards high frequency, high speed, and low loss, presenting development opportunities for high-end electronic materials [4]. - Q cloth, as a third-generation high-end low-dielectric electronic cloth, has superior dielectric performance and heat resistance compared to traditional glass fiber cloth, providing significant support for the development of the next generation of information technology [4]. - The new business is expected to broaden the company's business layout in the electronic materials field and enhance its overall competitiveness in high-end electronic materials [4]. Group 3: Financial Performance - For the first three quarters of 2025, the company achieved a cumulative operating income of 423 million yuan, representing a year-on-year increase of 18.77% [5]. - The net profit attributable to shareholders of the listed company reached 180 million yuan, reflecting a year-on-year growth of 38.62% [5].

本次开展新业务是公司践行"新材料平台型企业"发展战略、推动高质量发展的重要举措，能够进一步拓 宽公司在电子材料领域的业务布局，有效延伸业务边界、扩大市场覆盖范围，培育新的业务增长点，持 续提升公司在高端电子材料领域的综合竞争力。该举措符合公司长期发展战略，有利于保障全体股东的 长远利益。 智通财经APP讯，莱特光电(688150.SH)发布公告，公司拟通过控股子公司陕西莱特夸石材料有限公司 (简称"莱特夸石")开展新业务，聚焦高端电子材料领域，主要从事石英纤维电子布(简称"Q布")的研发、 生产与销售。截至公告披露日，莱特夸石已完成核心团队组建，处于业务规划与产能建设阶段。 ...

本次开展新业务是公司践行"新材料平台型企业"发展战略、推动高质量发展的重要举措，能够进一步拓 宽公司在电子材料领域的业务布局，有效延伸业务边界、扩大市场覆盖范围，培育新的业务增长点，持 续提升公司在高端电子材料领域的综合竞争力。该举措符合公司长期发展战略，有利于保障全体股东的 长远利益。 智通财经APP讯，莱特光电(688150.SH)发布公告，公司拟通过控股子公司陕西莱特夸石材料有限公司 (简称"莱特夸石")开展新业务，聚焦高端电子材料领域，主要从事石英纤维电子布(简称"Q布")的研发、 生产与销售。截至公告披露日，莱特夸石已完成核心团队组建，处于业务规划与产能建设阶段。 ...

人民财讯12月23日电，莱特光电(688150)12月23日公告，公司拟通过控股子公司莱特夸石开展新业务， 聚焦高端电子材料领域，主要从事石英纤维电子布(简称"Q布")的研发、生产与销售。截至目前，莱特 夸石已完成核心团队组建，处于业务规划与产能建设阶段。 Q布作为第三代高端低介电电子布，其介电性能、耐热性等核心指标优于传统玻璃纤维布，为新一代信 息技术产业发展提供重要支撑，行业具备良好的发展前景。 ...

格隆汇12月23日丨莱特光电(688150.SH)公布，为持续践行公司"新材料平台型企业"发展战略，进一步 拓宽公司在新材料领域的业务布局，紧抓半导体新材料产业发展机遇，公司拟通过控股子公司莱特夸石 开展新业务，聚焦高端电子材料领域，主要从事Q布的研发、生产与销售。 公司控股子公司莱特夸石将开展前述业务，纳入公司合并报表范围。公司董事长兼总经理王亚龙先生直 接负责新业务的日常经营管理工作；开展新业务后，公司实际控制人对公司的控制权不会发生变化。截 至本公告披露日，莱特夸石已完成核心团队组建，处于业务规划与产能建设阶段。 ...

每经AI快讯，12月22日，凌玮科技(301373.SZ)公告称，公司拟以现金方式分两次分别收购陈光荣、刘 亚所持江苏辉迈粉体科技有限公司合计100%股权。标的公司核心产品是纳米球形硅微粉，主要应用于 电子电路基板、电子封装、电子胶粘结剂塑料粒子、薄膜纤维、抛光、特种陶瓷和油墨涂料等领域。本 次交易是公司切入高端电子材料赛道、构建长期竞争优势的关键战略布局。通过产业整合，获取国内稀 缺的化学合成法球形硅微粉产业化能力，从而抢占IC载板、先进封装等前沿市场的制高点。 ...

【凌玮科技：拟现金收购江苏辉迈控制权 获取化学合成法球形硅微粉产业化能力】智通财经12月22日 电，凌玮科技(301373.SZ)公告称，公司拟以现金方式分两次分别收购陈光荣、刘亚所持江苏辉迈粉体 科技有限公司合计100%股权。本次交易，公司使用5020万元收购陈光荣所持标的公司70%股权；在业 绩承诺期（2026年1月1日至2027年12月31日）结束后，公司将根据标的公司在业绩承诺期间实现的经审 计的累计净利润来确定购买价格，并选择是否购买刘亚持有的标的公司30%股权。标的公司核心产品是 纳米球形硅微粉，主要应用于电子电路基板、电子封装、电子胶粘结剂塑料粒子、薄膜纤维、抛光、特 种陶瓷和油墨涂料等领域。本次交易是公司切入高端电子材料赛道、构建长期竞争优势的关键战略布 局。通过产业整合，获取国内稀缺的化学合成法球形硅微粉产业化能力，从而抢占IC载板、先进封装等 前沿市场的制高点。 转自：智通财经 ...

（编辑 袁冠琳） 证券日报网12月15日讯 国际复材在12月11日、12月12日回答调研者提问时表示，作为国内最早从事电 子级玻璃纤维生产的企业，公司持续发挥在高端电子细纱领域的技术积淀与研发优势，所生产的低介电 电子细纱、超细纱等产品性能优异，技术含量与质量水平均居于行业前列。近年来，公司紧密跟随高端 电子产品应用趋势，相继推出低介电电子系列产品LDK一代及二代等，并结合市场需求，积极优化产 品及产能结构，以更先进、更贴合客户需求的解决方案支持行业技术发展，进一步巩固公司在高端电子 材料领域的领先地位。具体产能数据及后续规划，请以公司披露信息为准。 ...

Economic Performance - The GDP of the Shenzhen-Shanwei Special Cooperation Zone grew by 12.4% year-on-year in the first half of 2023 [1] - The industrial added value above designated size increased by 22.0% year-on-year, with the manufacturing sector growing by 21.0% [3] - Key industries such as electricity, heat production, and supply saw an increase of 28.4% in added value [3] Automotive Industry Development - The cooperation zone is accelerating the construction of a world-class automotive city, led by BYD, forming a trillion-level new energy vehicle and parts industry cluster [4] - Since the signing of the first phase of the BYD Automotive Industrial Park in August 2021, subsequent phases have been launched with total investments exceeding 30 billion yuan [4] - The second phase of the project has commenced production, achieving a daily output of 1,300 vehicles, with plans to produce over 250,000 vehicles in 2024 [4] Investment and Industrial Upgrades - At the recent investment promotion conference, 15 projects were signed, focusing on new energy vehicle thermal management systems and high-end chemical materials [5] - The establishment of the Shenzhen High-end Electronic Chemicals Industrial Park aims to create a hundred billion-level high-performance materials industry cluster [6] - The cooperation zone is also developing an intelligent manufacturing equipment industrial park, attracting robotics companies and technology platforms [6]