Fundraising Overview - The company has raised a total of RMB 615 million through the issuance of convertible bonds, with a net amount of RMB 607,155,585.94 after expenses [1][2] - The funds were verified and reported by a professional firm on June 17, 2025 [1] Special Account Setup - The company has established special accounts for the management of the raised funds, authorized by the shareholders' meeting [1][2] - Three separate regulatory agreements have been signed with banks and the sponsor to ensure proper management and protection of investor rights [1][3] Regulatory Agreements - The first agreement involves a special account at CITIC Bank for the semiconductor and high-precision flat panel display mask expansion project, with a maximum deposit of RMB 319,037,600 [3][4] - The second agreement is with China Merchants Bank for the acquisition of minority shareholder equity, with a stored amount of RMB 217,962,400 [2][7] - The third agreement is with Industrial Bank for supplementary working capital and repayment of bank loans [10][11] Monitoring and Compliance - The sponsor, Guosen Securities, is responsible for ongoing supervision of the fund usage, including on-site inspections and inquiries [4][8] - Monthly account statements will be provided by the banks to ensure transparency and compliance with the agreements [5][9] - Any withdrawal exceeding RMB 50 million or 20% of the net raised funds must be reported to the sponsor [5][9] Agreement Validity - The agreements will remain effective until all funds are fully utilized and the accounts are closed [14]

Investment Rating - The report maintains a "Buy" rating for the company, with an expected relative return of over 20% within the next six months [6][18]. Core Views - The company achieved a revenue of 533 million yuan in 2024, a year-on-year increase of 3.0%, but the net profit attributable to the parent company decreased by 26.0% to 90 million yuan [1]. - The materials business showed a robust performance with a revenue of 363 million yuan in 2024, marking a growth of 14.31% year-on-year, and is expected to contribute positively to future earnings as new products are launched [2]. - The company successfully won a bid for a 6.55 billion yuan order for 8.6 generation evaporation source equipment from BOE, which is anticipated to enhance revenue growth in the coming years [3]. Financial Performance Summary - In 2024, the company reported total revenue of 533 million yuan, with a gross margin of 51.22% and a net margin of 16.97% [1]. - The first quarter of 2025 saw a revenue of 153 million yuan, a year-on-year decline of 40.7%, but a significant quarter-on-quarter increase of 121.8%, resulting in a net profit of 25 million yuan [1][2]. - The projected net profits for 2025-2027 are 163 million yuan, 343 million yuan, and 565 million yuan respectively, reflecting a significant recovery and growth trajectory [4]. Business Segment Insights - The materials segment has shown consistent growth, achieving a historical high of 136 million yuan in revenue for Q1 2025, with expectations for continued expansion as new products gain market traction [2]. - The equipment segment faced challenges due to industry transitions but has secured significant contracts that are expected to positively impact future performance [3]. Valuation Metrics - The company’s projected earnings per share (EPS) for 2025 is 0.65 yuan, with a price-to-earnings (P/E) ratio of 23.97, indicating a favorable valuation compared to future earnings growth [5]. - The projected revenue growth rates for 2025, 2026, and 2027 are 58.94%, 78.24%, and 41.54% respectively, showcasing strong growth potential [5].

宇瞳光学（300790）公告，持股5%以上股东、董事张品光计划减持不超过150万股，占公司总股本的 0.4043%。一致行动人张品章计划减持不超过80万股，占公司总股本的0.2156%。高级管理人员陈天富 计划减持不超过20万股，占公司总股本的0.0539%。减持期间为2025年7月10日至2025年10月9日，减持 方式为集中竞价或大宗交易。减持原因是个人资金需求。 ...

证券代码：688138 证券简称：清溢光电 公告编号：2025-029 深圳清溢光电股份有限公司 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 是否涉及差异化分红送转：是 ? 每股分配比例 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股 东（公司回购专用证券账户除外） 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所 上市公司自律监管指引第 7 号——回购股份》等相关规定，公司回购的股份不享 有股东大会表决权、利润分配、公积金转增股本、认购新股和配股等权利。 每股现金红利0.17元（含税） ? 相关日期 股权登记日 除权（息）日 现金红利发放日 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经深圳清溢光电股份有限公司（以下简称"公司"）2025 年 5 月 26 日的2024年年度股东大会审议通过。 二、 分配方案 公司拟向全体股东每 10 股派发现金红利人民币 1.70 元（含税） ...

光电股份（600184）公告，公司控股股东北方光电集团有限公司及一致行动人中兵投资管理有限责任公 司增持计划期限已过半。截至2025年6月18日，光电集团及中兵投资累计增持公司股票336.22万股，占 公司总股本0.66%，累计成交金额3875.2万元。其中，光电集团增持192.04万股，约占公司总股本 0.38%，成交金额为2242.48万元；中兵投资增持144.18万股，约占公司总股本0.28%，成交金额为 1632.71万元。增持计划实施未达到增持计划金额的50%，基于对公司持续健康发展的信心和价值的认 可，光电集团及中兵投资将继续实施增持计划。 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [5]. Core Views - The company is positioned as a leader in the optical component sector, with a diversified business model that includes optical components, film optical panels, semiconductor optics, automotive electronics (AR+), and reflective materials [1][12]. - The recovery in the consumer electronics market, particularly driven by AI innovations from major clients like Apple, is expected to boost the company's core products such as micro-prisms and filters [1][2]. - The automotive sector, particularly AR-HUD, is anticipated to grow significantly, with the company already achieving substantial market penetration [2][3]. - The integration of AI in AR glasses is seen as a catalyst for hardware innovation and sales growth, with the company having established strategic partnerships for development [3]. - Revenue projections for 2025-2027 are estimated at 7.53 billion, 9.06 billion, and 10.36 billion CNY, respectively, with corresponding net profits of 1.27 billion, 1.55 billion, and 1.83 billion CNY [4][3]. Summary by Sections 1. Company Overview - The company has been deeply involved in the optical industry for over 20 years, focusing on three growth curves: consumer electronics, automotive optics, and metaverse optics [9][12]. - It has established a comprehensive product matrix and is poised for growth as downstream demand increases [1][12]. 2. Consumer Electronics - The company is focusing on optical components, particularly filters and micro-prism modules, to capitalize on the smartphone market recovery [40][45]. - The market share for the company's filter products has reached 21%, making it a leading player in the global smartphone filter market [2][56]. 3. Automotive Electronics - The HUD market is expected to grow rapidly, with AR-HUD products gaining traction [2][3]. - The company has already achieved significant shipment volumes in the AR-HUD segment and is set to increase production in the coming years [2][3]. 4. AR Development - The company has been investing in AR technologies since 2010 and is well-positioned to benefit from the expected growth in AR glasses [3][4]. - Strategic collaborations with global partners are enhancing the company's capabilities in AR optics [3]. 5. Financial Projections - The company is projected to achieve significant revenue growth, with a forecasted revenue of 6.28 billion CNY in 2024, increasing to 10.36 billion CNY by 2027 [4][3]. - The net profit is expected to grow from 1.03 billion CNY in 2024 to 1.83 billion CNY in 2027, reflecting a strong growth trajectory [4][3].

6月16日富吉瑞(688272)收盘价26.81元，收盘涨停，全天换手率9.11%，振幅17.38%，成交额1.71亿元。 科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6689.14万元， 其中，买入成交额为 4291.94万元，卖出成交额为2397.20万元，合计净买入1894.74万元。具体来看，今日上榜营业部中，第 一大买入营业部为瑞银证券有限责任公司上海浦东新区花园石桥路第二证券营业部，买入金额为 1071.89万元，其次是开源证券股份有限公司西安西大街证券营业部，买入金额1063.07万元。卖出营业 部中，卖出金额居首的是中银国际证券股份有限公司武汉黄孝河路证券营业部，卖出金额为707.32万 元。 资金流向方面，该股今日全天主力资金净流入728.17万元。（数据宝） | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 瑞银证券有限责任公司上海浦东新区花园石桥路第二证券营业部 | 1071.89 | | 开源证券股份有限公司西安西大街证券营业部 | 1063.07 | | 中信证券股份有限公司上海分 ...

中国国际金融股份有限公司 关于凌云光技术股份有限公司 差异化分红事项的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为凌云 光技术股份有限公司（以下简称"凌云光"或"公司"）首次公开发行股票并在科创 板上市的保荐机构，根据《中华人民共和国公司法》《中华人民共和国证券法》 《证券发行上市保荐业务管理办法》《上海证券交易所上市公司自律监管指引第 利润分配所涉及的差异化分红进行了核查，具体核查情况如下： 一、本次差异化分红的原因 三、本次差异化分红的除权除息处理 （一）本次差异化分红的除权除息处理依据及计算公式 截至本核查意见出具日，公司总股本460,976,733 股，回购专用证券账户中 股份总数为6,061,847股，本次实际参与分配的股本数为454,914,886股。根据《上 海证券交易所交易规则》等相关规定，公司按照以下公式计算除权除息开盘参考 价： 除权（息）参考价格=（前收盘价格-现金红利）÷（1+流通股份变动比例） 公司2024年度利润分配方案为每10股派发现金红利人民币0.25元（含税）， 不进行资本公积转增股本，不送红股。因此，公司流通股数量不会发生变化，流 通股份变动 ...

责任人方面，时任董事长金亚东作为公司主要负责人、信息披露第一责任人，时任副董事长兼总经理杨 衷核作为公司日常经营管理具体负责人，时任副总经理兼财务总监李辰作为公司财务事项的具体负责 人，时任副总经理兼董事会秘书章殷洪作为公司信息披露事项的具体负责人，未能勤勉尽责，对公司相 应的违规行为负有责任。 上交所决定对长阳科技及金亚东、杨衷核、李辰、章殷洪予以通报批评。对于上述纪律处分，将通报中 国证监会，并记入证券期货市场诚信档案数据库。 4月23日，公司披露《2024年度业绩快报暨业绩预告更正公告》，更正后预计2024年度实现营业利润 为-1174.02万元，利润总额为-778.40万元，归母净利润为-2943.65万元，扣非后归母净利润为-4889.06万 元，基本每股收益为-0.10元，加权平均净资产收益率为-1.39%。更正原因为，基于谨慎性原则，公司补 计提固定资产及在建工程减值准备3890万元、补计提存货跌价准备317万元，并对存在客诉的剩余应收 账款增加信用减值损失，增加624万元。同日，公司披露《2024年年度报告》显示，公司2024年度实现 营业利润为-1174.02万元，利润总额为-778.40万 ...

Summary of Key Points Core Viewpoint - Huan Ying Technology (000536) experienced a decline in stock price, closing at 4.27 yuan as of June 13, 2025, down 3.39% from the previous week, with a total market capitalization of 11.81 billion yuan [1]. Shareholder Changes - As of May 30, 2025, the number of shareholders for Huan Ying Technology was 252,300, a decrease of 10,500 from May 9, representing a reduction of 3.99%. The average number of shares held per shareholder increased from 10,500 to 11,000, with an average holding value of 47,500 yuan [1][3]. Company Announcements - The company's board of directors approved a proposal to apply for a comprehensive credit facility of up to 500 million yuan from China Minsheng Bank, with a term not exceeding one year. The company and its subsidiary, Keli Vision Material Technology Co., Ltd., plan to provide collateral in the form of real estate, land, and construction projects for this credit facility [1].