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） ...

Core Viewpoint - The legal opinion issued by Beijing Deheng (Wuhan) Law Firm confirms that the second extraordinary general meeting of Suzhou Changguanghua Optoelectronics Technology Co., Ltd. held on June 17, 2025, complied with relevant laws and regulations, and the resolutions passed during the meeting are valid [1][4][6]. Group 1: Meeting Procedures - The meeting was convened in accordance with the Company Law, Shareholders' Meeting Rules, and the company's articles of association, with a notice published 15 days prior to the meeting [4][5]. - The meeting took place as scheduled at the company's conference room, with the actual time and location consistent with the notice [4][5]. - The network voting was conducted on the same day, with specific time slots for shareholders to cast their votes [5][6]. Group 2: Attendance and Qualifications - A total of 115 shareholders and their proxies attended the meeting, representing 73,344,902 shares, which is 41.6070% of the total voting shares [5][6]. - All attending shareholders were verified as being listed on the shareholder register as of the record date, confirming their eligibility [6]. - The meeting was convened by the board of directors, and all present had the legal qualifications to attend [6]. Group 3: Proposals and Voting Procedures - No temporary proposals were raised by shareholders during the meeting [6]. - Voting was conducted through both on-site and online methods, with the agenda items consistent with those listed in the notice [6][8]. - The counting and monitoring of votes were conducted in accordance with legal and regulatory requirements [8]. Group 4: Voting Results - The special resolution to cancel the supervisory board and amend the business scope was approved with 72,694,552 votes in favor, representing 99.1132% of the valid votes [8][9]. - The ordinary resolution to change the independent directors was also approved with 73,118,619 votes in favor, representing 99.6914% of the valid votes [9]. - No objections were raised regarding the voting results, confirming their validity [9]. Group 5: Conclusion - The legal opinion concludes that all aspects of the meeting, including convening, attendance, proposals, voting procedures, and results, comply with the relevant laws and regulations, rendering the resolutions legally valid [10].

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。 ...

Group 1: Company Growth and Achievements - Guizhou Yunshang Kunpeng Technology Co., Ltd. has achieved an annual production capacity of 200,000 personal computers and an industrial output value exceeding 1.4 billion yuan within three years [1] - The company has developed over 30 upstream and downstream industry partners and more than 400 ecological partners [1] - In 2024, the GDP of Gui'an New Area is projected to exceed 40 billion yuan, maintaining a growth rate of over 20% for seven consecutive quarters [1] Group 2: Digital Economy and Data Centers - Guizhou Yunshang Kunpeng focuses on building data centers and providing foundational computing power support, contributing to industrial clustering and upgrading [2] - The region has introduced 26 large-scale data (intelligent computing) centers, ranking among the top in the country for comprehensive computing power [2] - In Q1 of this year, electricity consumption in Gui'an New Area increased by 36.11%, with data center clusters and new energy battery material clusters seeing increases of 54.25% and 46.79%, respectively [2] Group 3: Industrial Development - Gui'an New Area is promoting the integrated development of three major industries: electronic information manufacturing, new energy batteries and materials, and advanced equipment manufacturing, achieving an industrial output value of 16.54 billion yuan in 2024, with a growth rate of 82% [3] - The area is also enhancing its logistics capabilities, establishing a comprehensive transportation system to facilitate trade and manufacturing [4] Group 4: Foreign Trade and Investment - The foreign trade import and export volume of Gui'an New Area increased from 8.67 billion yuan in 2022 to 14.64 billion yuan in 2024, with an average annual growth rate of 29.99% [5] - Actual foreign investment rose from 146 million yuan in 2022 to 359 million yuan in 2024, reflecting an average annual growth of 56.7% [5] Group 5: Ecological and Sustainable Development - Gui'an New Area is committed to ecological civilization, with green economic value accounting for over 50% of GDP in 2024 [7] - The area has been recognized as a national-level green industrial park, and companies like CATL have established zero-carbon factories [7] - The region emphasizes the integration of tourism and ecological protection, enhancing both the environment and local livelihoods [7][8]

水晶光电（002273.SZ）深度报告 光学积淀，AR 领航 2025 年 06 月 17 日 ➢ 光学老兵，多元产业布局。水晶光电成立于 2002 年，作为光学细分领域的 龙头企业，下游布局设计手机、AR 眼镜等消费电子和智能车，致力于成为全球 卓越的一站式光学解决方案专家。目前公司已构建光学元器件、薄膜光学面板、 半导体光学、汽车电子（AR+）、反光材料五大业务板块，2024 年营收占比分 别为 45.94%/39.38%/2.06%/4.78%/6.27%，产品矩阵布局完善，静待下游放 量。 ➢ 消费电子为压舱石，微棱镜+滤光片助力成长。受益于消费电子市场复苏， 及苹果等客户端侧 AI 创新趋势，微棱镜及滤光片等核心器件有望迎来增长。公 司微棱镜业务于 23 年 6 月成功实现量产，伴随大客户在 AI 手机上增长放量， 叠加机种的累加效应，微棱镜市场空间仍存在一定增量。 ➢ 伴随着华为强势回归，安卓系加大对手机摄像头的创新力度，预计旋涂滤光 片的渗透率有望提升。公司滤光片业务进展迅速，根据潮电智库数据，23 年全球 手机滤光片的市场份额上水晶占据第一，达 21%。过去几年在安卓客户端推广涂 覆滤光片产品 ...

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 ...

金深法意字2025第 244 号 致：深圳市杰普特光电股份有限公司 北京金诚同达（深圳）律师事务所（以下简称"本所"）接受深圳市杰普特 光电股份有限公司（以下简称"公司"）委托，并根据《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券 法》"）、《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引 第 7 号——回购股份》（以下简称"《7 号指引》"）等法律、法规、规范性文 件以及《深圳市杰普特光电股份有限公司章程》（以下简称"《公司章程》"） 的有关规定，对公司 2024 年年度利润分配所涉及的差异化分红（以下简称"本 次差异化分红"）相关事项进行了核查，并出具本法律意见书。 为出具本法律意见书，本所律师审查了与本次差异化分红相关的文件和资 料，就相关事项向公司进行了必要的询问。公司已向本所保证，公司向本所提供 的文件及所作的陈述是真实、准确、完整、有效的，一切足以影响本法律意见书 的事实和文件均已向本所披露、提供，不存在隐瞒、虚假和遗漏，上述文件原件 及其签字、盖章是真实有效的，文件的复印件、影印件、扫描件、副本与原件、 正本一致。 北京金诚同达（深圳 ...

Core Insights - The article highlights the rapid development of Ezhou Huahu International Airport, which has become a significant cargo hub in China, surpassing Zhengzhou Airport to become the top cargo airport in Central China [4][6][10]. Group 1: Airport Development - Ezhou Huahu International Airport is the world's fourth and Asia's first dedicated cargo hub, with a projected cargo throughput of 865,186.8 tons in 2024, marking a 252.7% increase from the previous year [4][7][10]. - The airport aims to reach a cargo throughput of 2.45 million tons by 2025 and 3.3 million tons by 2030, with expectations to rank among the top three cargo airports in China in the coming years [9][10]. Group 2: Economic Impact - The establishment of the airport has led to significant economic growth in the region, attracting over 96 projects with a total investment of 108 billion yuan by 2024 [37]. - Ezhou has become a logistics hub, with over 80 logistics companies, including major players like JD.com and YTO Express, setting up operations at the airport [37][41]. Group 3: Strategic Location - Ezhou's geographical advantages allow it to cover major economic regions in China, including the Yangtze River Delta and the Pearl River Delta, facilitating next-day delivery services to a vast population [20][22]. - The city boasts a comprehensive transportation network, including deep-water ports and rail connections, enhancing its logistics capabilities [20][21]. Group 4: Partnerships and Collaborations - SF Express has partnered with the Ezhou government to develop the airport, which has led to the fastest approval and construction timelines in Chinese civil aviation history [25][26]. - The airport has attracted global companies, including eight Fortune 500 firms, establishing regional centers to leverage the logistics capabilities offered by the airport [39]. Group 5: Future Prospects - The airport is positioned to become a global supply chain center and high-end processing hub, with plans to enhance cross-border e-commerce capabilities by 2025 [41][42]. - Ezhou's development is compared to Memphis, USA, indicating a shift in how cities can leverage logistics hubs for economic growth [33][46].

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 ...