关于南京茂莱光学科技股份有限公司 向不特定对象发行可转换公司债券之发行保荐书 中国证券监督管理委员会、上海证券交易所： 南京茂莱光学科技股份有限公司（以下简称"茂莱光学"、"发行人"或"公司"） 拟申请向不特定对象发行可转换公司债券募集资金总额不超过人民币 58,125.00 万元 （含本数）（以下简称"本次证券发行"、"本次发行"或"向不特定对象发行可转换公 司债券"），并已聘请中国国际金融股份有限公司（以下简称"中金公司"）作为本次证 券发行的保荐机构（以下简称"保荐机构"或"本机构"）。 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证 （以下简称"《证券法》"）、 关于南京茂莱光学科技股份有限公司 向不特定对象发行可转换公司债券之 发行保荐书 保荐机构 （北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层） 南京茂莱光学科技股份有限公司 发行保荐书 券法》 （以下简称"《保 《证券发行上市保荐业务管理办法》 荐办法》"）、《上市公司证券发行注册管理办法》（以下简称"《注册管理办法》"）、 《发行证券的公司信息披露内容与格式准则第 27 号——发行保荐书和发 ...

Core Viewpoint - The legal opinion issued by Guohao Law Firm confirms that the convening and conducting of Jiangxi Woge Optoelectronics Group Co., Ltd.'s 2025 first extraordinary general meeting of shareholders complies with relevant laws, regulations, and the company's articles of association [1][2][6]. Summary by Sections Meeting Procedures - The board of directors notified shareholders of the meeting on May 31, 2025, detailing the time, location, and agenda, ensuring shareholders' rights to attend and appoint proxies [2]. - The meeting will be held on June 16, 2025, at 14:00 in the company's conference room, with the time and location conforming to the notice [2][3]. Voting Process - The meeting will utilize a combination of on-site and online voting, with specific time slots for voting through the Shanghai Stock Exchange and internet platforms [3]. - The voting times for the Shanghai Stock Exchange system are set for the trading hours of the meeting day, while internet voting is available from 9:15 to 15:00 [3]. Validity of Participants - A total of 186 shareholders attended or appointed proxies, representing 78,757,045 shares, which is 35.4808% of the total voting rights [3][4]. - The qualifications of attendees, including shareholders, proxies, directors, supervisors, and legal counsel, were verified as legitimate [3][4]. Voting Results - The meeting conducted voting on the agenda items through a registered voting method, and the procedures followed the company's articles of association [6]. - The voting results were deemed valid and in compliance with legal and regulatory requirements [6]. Conclusion - The legal opinion concludes that the meeting's convening, participant qualifications, and voting procedures are all valid and comply with applicable laws and the company's articles of association [6].

Group 1 - The Hang Seng Index rose by 1.15%, gaining 266 points to close at 23,504 points, while the Hang Seng Tech Index increased by 0.71% [1] - The trading volume in Hong Kong's stock market reached HKD 92.9 billion in the morning session [1] - The LPR remained unchanged in June, with state-owned banks recommending Hong Kong stocks for their dividend value [1] Group 2 - Minsheng Bank increased by 3.62%, Industrial and Commercial Bank of China rose by 3.15%, and China Construction Bank gained 2.94% [1] - Hua Hong Semiconductor rose by 2.8%, with a new price increase cycle expected to enhance profitability [1] - Sunny Optical Technology surged by 3.91%, aiming to become one of the top three automotive lens module suppliers globally in the next 3 to 5 years [1] Group 3 - Eagle Vision Technology-B increased by over 10% after developing a new AI algorithm tool for skin disease diagnosis in collaboration with an international research team [1] - WuXi AppTec-B rose by 6% following the approval of its CAR-T product for sale in Macau, which is expected to boost revenue [1] - Sipai Health increased by 1.7% after forming a strategic partnership with Anruijia, focusing on commercial health insurance [1] Group 4 - Basilea Pharmaceutica-B rose by over 2% as long-term survival data for Sugliquide was published in The Lancet Oncology [1] - JD Logistics increased by 3.47% after launching a new self-operated B2C express brand "JoyExpress" in Saudi Arabia [1] Group 5 - Shangmei Co., Ltd. rose by 3%, with Han Shu's May GMV on Douyin achieving high year-on-year growth, and channel optimization expected to improve single-brand profitability [2] - Nanjing Panda Electronics fell by over 7% as it plans to sell ENC equity through public bidding [2] - Beisen Holdings dropped by over 12% post-earnings, despite a more than 10% year-on-year revenue increase and a 95% reduction in losses [2]

Core Viewpoint - Wuhan city is implementing a series of initiatives to accelerate the development of a nationally influential technology innovation center, focusing on capital cultivation and establishing a fault-tolerant mechanism for investments [1][2]. Group 1: Investment Initiatives - The city has established two government industry funds, Wuhan Fund and Jiangcheng Fund, targeting five key industries including optoelectronic information, new energy, and intelligent connected vehicles, as well as emerging industries like commercial aerospace and artificial intelligence [1]. - The goal is to create a fund cluster worth 300 billion to 500 billion yuan by attracting social capital [1]. Group 2: Investment Risk Management - The government investment funds will allow for a maximum loss of 100% for individual projects under seed and angel investments, with tolerances set at 80% and 60% for seed and angel funds respectively [2]. - A mechanism is in place to exempt government investment funds from liability if investments do not meet expectations due to force majeure [2]. Group 3: Fund Structure and Duration - The participation ratio of government investment funds in seed and angel funds has been increased to over 50%, with a maximum fund duration of 15 years [1]. - The total amount of government investment funds for establishing seed and angel funds or directly investing in technology innovation projects should not be less than 20% of the newly added investment amount for the year [1].

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]

奥来德（688378） 证券研究报告 材料实现单季度扭亏，中标京东方 8.6 代线设备订单 公司报告 | 年报点评报告 事件：奥来德发布2024 年年报，2024 年实现营业收入5.33 亿元，同比+3.0%， 实现归母净利润 0.90 亿元，同比-26.0%，全年毛利率 51.22%，净利率 16.97%；其中第四季度实现营业收入 0.69 亿元，同比-32.8%，环比-43.3%， 实现归母净利润-0.11 亿元，第四季度毛利率 51.24%。公司发布 2025 年一 季报，一季度实现营业收入 1.53 亿元，同比-40.7%，环比+121.8%，实现 归母净利润0.25 亿元，同比-73.2%，环比实现扭亏，第一季度毛利率47.16%， 净利率 16.61%。 材料业务实现扭亏，多客户多产品多点开花 公司 2024 年度，材料业务实现营业收入 3.63 亿元，同比增长 14.31%。 尤为值得关注的是，自公司上市以来，材料业务已连续五年保持营收稳健 增长的良好态势。此外，公司新产品封装材料、PSPI 材料、钙钛矿材料领 域的研发及市场推广工作正稳步推进，公司预计在 2025 年，新产品将逐 步实现市场放 ...

关键词：湖北省鄂州市、新质生产力、"3+2+6"现代化产业体系、光电子信息、新材料、生命健康、临 空经济、现代服务业、低空经济、人工智能、新型材料、绿色能源、数字制造、生物育种 一、新质生产力行业概述 新质生产力（New Quality Productive Forces），是2023年9月习近平总书记在黑龙江考察调研期间首次 提到的新的词汇。习近平总书记指出：概括地说，新质生产力是创新起主导作用，摆脱传统经济增长方 式、生产力发展路径，具有高科技、高效能、高质量特征，符合新发展理念的先进生产力质态。 总的来说，新质生产力是指以科技创新为核心驱动力，以数字化、网络化、智能化、绿色化为特征，以 高端化、智能化、绿色化为方向，以新产业、新业态、新模式为载体的先进生产力。它是推动经济高质 量发展的重要引擎，是构建现代化产业体系的关键支撑。 内容概要：湖北省鄂州市立足"武鄂同城化"战略机遇和花湖机场国际物流枢纽优势，正在加快构建特色 鲜明的"3+2+6"现代化产业体系。该体系以三大支柱产业为支撑：深度对接武汉"光芯屏端网"产业集群 的光电子信息产业、依托机场优势发展的高端装备制造产业、以及聚焦生物医药和医疗器械的生命 ...

星标 ★ IPO日报 精彩文章第一时间推送 AI制图 最近，股民不断收到监管的好消息。 日前，深圳证监局发布一个顶格处罚事项：深圳市广道数字技术股份有限公司（下称"广道数字"， 839680）因财务造假，对公司和相关责任人顶格处罚。河北证监局也不甘人后，几乎同时对东旭 光电科技股份有限公司（下称"东旭光电"，已退市）进行顶格处罚，理由几乎和广道数字一样。 而东旭光电于2015-2022年间虚构业务，向大股东输送资金95.95亿元，并基于虚假财报骗取 75.65亿元再融资。其实控人及控股股东东旭集团各罚3.78亿元（募资额5%上限）。由于公司 2024年因面值退市摘牌，这次顶格处罚属于退市后追责。 笔者以为，这是好事，说明监管层发出了对于证券市场违法零容忍的明确信号，也体现了对财务造 假坚决说不的决心。 客观来说，相比以往，现在监管层对违规上市企业的处罚力度要大很多。笔者以为，若干年前对于 这样的类似违规处罚，基本就是对相关负责人作处罚30万-50万元，然后禁入市场若干年，而上市 公司被处罚的金额也同样十分有限，给股民一种高高举起，轻轻放下之感。以至于当时不少股民强 烈呼喊，要求加大惩罚力度，刹住上市公司造假之 ...

新光光电6月18日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 华泰证券股份有限公司江西分公司 | 1050.69 | | 华鑫证券有限责任公司上海云锦路证券营业部 | 916.81 | | 开源证券股份有限公司西安西大街证券营业部 | 725.40 | | 东吴证券股份有限公司苏州西北街证券营业部 | 580.06 | | 国泰海通证券股份有限公司总部 | 488.43 | | 卖出营业部名称 | 卖出金额(万元) | | 广发证券股份有限公司普宁流沙证券营业部 | 1523.65 | | 东吴证券股份有限公司常熟阜湖路证券营业部 | 440.03 | | 国泰海通证券股份有限公司郴州国庆北路证券营业部 | 366.70 | | 上海证券有限责任公司温州乐清伯乐东路证券营业部 | 358.64 | | 国泰海通证券股份有限公司上海长宁区天山路证券营业部 | 292.70 | （文章来源：证券时报网） 6月18日新光光电(688011)收盘价26.27元，收盘涨停，全天换手率8.06%，振幅20.78%，成交额2.01亿 元。科创板交易公开信息显示，当日该股因日收盘价涨 ...

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。 ...