Group 1 - The company, Wave Optoelectronics, responded to investor inquiries on August 1 regarding its business in the semiconductor sector [1]

Market Overview - On August 1, the optical optoelectronics sector rose by 0.17% compared to the previous trading day, with Geberga leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Gainers in Optical Optoelectronics - Geberga (835438) closed at 22.23, up 8.54% with a trading volume of 150,000 shares and a turnover of 324 million yuan [1] - Yingfeite (300582) closed at 14.13, up 7.21% with a trading volume of 257,800 shares and a turnover of 357 million yuan [1] - Aorui De (600666) closed at 4.04, up 6.32% with a trading volume of 3,122,200 shares and a turnover of 1.227 billion yuan [1] Top Losers in Optical Optoelectronics - Dongtianwei (301183) closed at 65.84, down 6.56% with a trading volume of 105,400 shares and a turnover of 703 million yuan [2] - Tengjing Technology (688195) closed at 46.76, down 3.49% with a trading volume of 59,500 shares and a turnover of 281 million yuan [2] - Aobi Zhongguang (688322) closed at 72.38, down 2.02% with a trading volume of 79,700 shares and a turnover of 584 million yuan [2] Fund Flow Analysis - The optical optoelectronics sector experienced a net outflow of 448 million yuan from institutional investors, while retail investors saw a net inflow of 403 million yuan [2] - Major stocks like Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, but a net outflow from retail investors [3] Individual Stock Fund Flow - Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, while retail investors experienced a net outflow of approximately 96.9 million yuan [3] - Yingfeite (300582) saw a net inflow of 36.1 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

格隆汇8月1日丨聚飞光电(300303.SZ)公布，截至2025年7月31日，公司通过股票回购专用证券账户以集 中竞价交易方式回购公司股份225.92万股，占公司总股本的0.1596%，最高成交价为6.35元/股，最低成 交价为5.82元/股，成交总金额为1387.2856万元(不含交易费用)。 ...

Company Overview - Qinsun Co., Ltd. reported a closing price of 2.28 yuan on July 31, with a decrease of 0.01 yuan, representing a decline of 0.44% from the previous trading day [1] - The trading volume on that day was 207,772 hands, with a transaction amount of 47 million yuan, and a turnover rate of 1.54% [1] - The current total market capitalization of the company is 3.275 billion yuan, while the circulating market value is 3.071 billion yuan [1] Business Operations - Qinsun Co., Ltd. specializes in the research, development, production, and sales of semiconductor lighting products, positioning itself within the optical and optoelectronic industry [1] - The company is registered in Guangdong Province and is involved in smart lamp posts and smart city projects [1] Recent Developments - On the evening of July 31, Qinsun Co., Ltd. announced that its first extraordinary general meeting of shareholders in 2025 approved the proposal regarding the sale of a construction project by its wholly-owned subsidiary [1] - The proposal involves asset disposal, but specific transaction details have not yet been disclosed [1] Market Activity - On July 31, the net outflow of main funds for Qinsun Co., Ltd. was 822,300 yuan, accounting for 0.03% of the circulating market value [1]

证券日报网讯东田微（301183）7月31日在互动平台回答投资者提问时表示，2024年公司通信光学业务 实现收入1.24亿元，同比增长101.65%，实现快速增长。 ...

证券之星消息，7月31日光学光电子板块较上一交易日下跌1.08%，茂莱光学领跌。当日上证指数报收 于3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688322 | 奥比中光 | 73.87 | 6.00% | 16.13万 | 12.03亿 | | 301183 | 东田微 | 70.46 | 5.94% | 17.01万 | 11.93亿 | | 600666 | 奧瑞德 | 3.80 | 4.68% | 329.95万 | 12.34亿 | | 301045 | 天禄科技 | 24.71 | 4.26% | 7.54万 | 1.85亿 | | 002876 | 三利谱 | 26.86 | 2.75% | 10.33万 | 2.81亿 | | 002289 | *ST宇顺 | 19.39 | 2.43% | 2.92万 | 5609.31万 | | 603773 | 沃格光电 | ...

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]

Group 1 - The stock price of Woge Optoelectronics closed at 27.00 yuan on July 30, down 1.27 yuan, a decrease of 4.49% from the previous trading day [1] - The trading volume on that day was 212,976 hands, with a transaction amount of 585 million yuan [1] - Woge Optoelectronics specializes in the research and manufacturing of optoelectronic display devices, with applications in consumer electronics and automotive displays [1] Group 2 - The company is part of the optoelectronics industry and is also involved in new materials and smart wearable concepts [1] - Market information on July 29 indicated a strong growth expectation for 800G optical modules, with Goldman Sachs predicting sales to reach 19.9 million units by 2025 [1] - The optical communication sector showed active performance on that day, with several related companies' stock prices rising [1] Group 3 - On July 30, Woge Optoelectronics experienced a net outflow of main funds amounting to 71.84 million yuan, accounting for 1.3% of its circulating market value [1]

Core Viewpoint - The company announced a change in the use of part of the raised funds to acquire and increase investment in LeKai Optoelectronic Materials Co., Ltd. and to construct the TAC Film Production Line Project 3, which has now completed construction and entered the trial production phase [1] Group 1 - The company has completed the construction of the TAC Film Production Line Project 3 [1] - The project has entered the trial production phase [1] - Preparations for project settlement and acceptance have been completed following the trial production [1]