7月31日晚间，勤上股份发布公告称，公司2025年第一次临时股东大会审议通过了《关于全资孙公司出 售在建工程项目的议案》。该议案涉及公司资产处置事项，具体交易细节尚未披露。 勤上股份7月31日报收2.28元，较前一交易日下跌0.01元，跌幅0.44%。当日成交量为207772手，成交金 额达0.47亿元，换手率为1.54%。公司当前总市值为32.75亿元，流通市值为30.71亿元。 勤上股份主营业务涵盖半导体照明产品的研发、生产和销售，属于光学光电子行业。公司注册地位于广 东省，业务涉及智慧灯杆、智慧城市等领域。 风险提示：以上内容仅供参考，不构成任何投资建议。投资者应审慎决策，注意投资风险。 7月31日勤上股份主力资金净流出82.23万元，占流通市值比例为0.03%。 ...

Group 1 - Company stock closed at 2.29 yuan on July 30, down 0.04 yuan, a decrease of 1.72% [1] - Trading volume on that day was 220,713 hands, with a transaction amount of 50 million yuan [1] - Company specializes in the research, production, and sales of semiconductor lighting products, including LED packaging devices and LED lighting products [1] Group 2 - Company is located in Dongguan, Guangdong Province, and operates within the optical and optoelectronic industry [1] - A temporary shareholders' meeting is scheduled for July 31 to review the proposal for the sale of a construction project by a wholly-owned subsidiary [1] - On July 30, the net outflow of main funds was 5.9492 million yuan, accounting for 0.19% of the circulating market value [1]

Group 1 - As of July 30, Lehman Optoelectronics' stock price closed at 7.76 yuan, down 0.21 yuan or 2.63% from the previous trading day [1] - The trading volume on that day was 175,800 hands, with a transaction amount of 137 million yuan [1] - Lehman Optoelectronics operates in the optical optoelectronics industry, focusing on the research, production, and sales of LED display products, covering specialized, commercial, and household display fields [1] Group 2 - On July 30, the company stated on its interactive platform that its LED chip packaging business is currently focused on the Micro LED large-size ultra-high-definition display field [1] - On the same day, the net outflow of main funds was 13.83 million yuan, accounting for 0.52% of the circulating market value [1]

7月30日沃格光电主力资金净流出7184万元，占流通市值的1.3%。 风险提示：市场有风险，投资需谨慎。 沃格光电7月30日股价报收27.00元，较前一交易日下跌1.27元，跌幅4.49%。当日成交量为212976手， 成交金额达5.85亿元。 沃格光电主营业务为光电显示器件研发制造，产品应用于消费电子、车载显示等领域。公司属于光学光 电子行业，同时涉及新材料、智能穿戴等概念。 7月29日市场信息显示，800G光模块需求增长预期强烈，高盛预测2025年该产品销量将达1990万单位。 光通信板块当日表现活跃，多家相关企业股价上涨。 ...

Group 1: Company Announcements - Zhixiang Jintai received approval for clinical trials of its drug, Sileweimi Monoclonal Antibody Injection, for passive immunity in children and adolescents exposed to suspected rabies virus [1] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure laws, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million yuan [1] - Shijia Photon reported a net profit of 217 million yuan for the first half of 2025, a year-on-year increase of 1712% [2] - Xinghua New Materials expects a net profit of 75 million to 85 million yuan for the first half of 2025, representing a year-on-year growth of 12.37% to 27.36% [3] - Greenland Holdings achieved a contract sales amount of 21.752 billion yuan in the second quarter, a year-on-year increase of 16.93% [4] Group 2: Shareholder Actions - Bluefeng Biochemical announced that a shareholder plans to reduce its stake by up to 2.61% [5] - Jiahe Meikang's shareholder intends to reduce its stake by up to 3% [5] - Lakaala reported that Lenovo Holdings reduced its stake by 535,960 shares, representing 0.68% of the total share capital [12] - Anji Food's controlling shareholder plans to reduce its stake by up to 2% [16] - Tongding Interconnect's shareholder plans to reduce its stake by up to 2.08% [20] Group 3: Strategic Partnerships and Investments - Yitian Intelligent signed distribution agreements with SMEG and Simico for a three-year period [6] - Daoshi Technology entered into a strategic cooperation agreement with Nengsida and Chipason to collaborate on materials for humanoid robot components [22]

Core Viewpoint - The appointment of Sun Shiquan, a seasoned financial expert from Ernst & Young, as the new Vice President of OFILM marks a strategic move for the company as it navigates a critical financial turnaround phase [4][10]. Company Overview - OFILM has recently appointed Sun Shiquan, who has 15 years of auditing experience at Ernst & Young, as Vice President [4]. - The company has faced significant challenges, including being removed from Apple's supply chain, but has managed to achieve two consecutive years of profitability with support from domestic brands like Huawei [5]. Financial Performance - Despite recent profitability, OFILM has issued a profit warning for the first half of 2025, predicting a loss between 85 million to 115 million yuan, with a further loss of 130 million to 160 million yuan when excluding non-recurring items [5]. - The company has accumulated over 10 billion yuan in losses over the past five years, with a persistent negative net profit [5]. Strategic Initiatives - OFILM is expanding into new markets such as automotive and AR/VR, leveraging its core technology in optical lenses and camera modules [7]. - The company reported a revenue of 4.882 billion yuan in the first quarter, indicating resilience in its market fundamentals despite profit challenges [8]. Leadership Impact - Sun Shiquan's expertise in financial management is seen as crucial for OFILM, especially in cost control and risk management, which are vital for maintaining cash flow and directing resources towards new growth areas [9]. - The market has responded positively, with OFILM's stock price holding at 11.41 yuan and a market capitalization of 38.3 billion yuan, reflecting investor expectations for financial restructuring and new business development [9].

Core Viewpoint - The company has completed the construction of the TAC film production line project and has entered the trial production phase after changing the use of part of the raised funds to acquire and increase investment in LeKai Optoelectronic Materials Co., Ltd [1] Group 1 - The company announced a change in the use of part of the raised funds in 2023 to acquire LeKai Optoelectronic Materials Co., Ltd [1] - The TAC film production line project has been completed and is now in the trial production stage [1] - Preparations for project settlement and acceptance will be completed after the trial production ends [1]

| 交易日 | 融资净买入 (元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-07-29 | 344.69万 | 2.72亿 | 4.68% | | 2025-07-28 | 36.62万 | 2.68亿 | 4.52% | | 2025-07-25 | 620.66万 | 2.68亿 | 4.52% | | 2025-07-24 | 2845.42万 | 2.62亿 | 4.91% | | 2025-07-23 | -1126.83万 | 2.33亿 | 4.69% | 证券之星消息，7月29日，茂莱光学（688502）融资买入1.01亿元，融资偿还9804.84万元，融资净买入 344.69万元，融资余额2.72亿元，近3个交易日已连续净买入累计1001.98万元，近20个交易日中有15个 交易日出现融资净买入。 融券方面，当日融券卖出600.0股，融券偿还0.0股，融券净卖出600.0股，融券余量4901.0股，近20个交 易日中有12个交易日出现融券净卖出。 | 交易日 | 融券净卖用(股) | | 融券余量(股) | 融券余额(元) ...

Core Viewpoint - Longli Technology's stock price closed at 20.04 yuan on July 29, 2025, reflecting a decline of 1.09% from the previous trading day, with a trading volume of 83,948 hands and a transaction amount of 168 million yuan [1] Company Overview - Longli Technology specializes in the research, production, and sales of backlight display modules, with applications in smartphones, tablets, and automotive displays [1] - The company operates within the optical optoelectronics sector, involving concepts such as AI glasses and glass substrates [1] Recent Developments - On July 29, Longli Technology hosted an institutional research meeting with firms like GF Fund and Bank of China Fund, focusing on the market prospects of LIPO technology and the development of its automotive display business [1] - The company disclosed that LIPO technology enhances the structural strength and sealing of OLED modules, with expectations that the shipment of small and medium-sized OLEDs will exceed 1 billion units by 2025 [1] - In the automotive sector, Longli Technology has established partnerships with several tier 1 clients, and the application of Mini-LED technology is accelerating [1] Financial Metrics - As of July 29, 2025, Longli Technology's total market capitalization is 4.579 billion yuan, with a circulating market value of 3.152 billion yuan [1] - On the same day, the net outflow of main funds for Longli Technology was 2.1425 million yuan [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司产品有无运用于AI眼镜，另外和阿里有无业 务往来和合作。 激智科技（300566.SZ）7月29日在投资者互动平台表示，公司与主流眼镜厂商有研发合作，但无产品用 于已经发售的产品中。公司与阿里无业务往来及合作。 ...