品实现营业收入 2,944.78 万元，同比增长 104.19%。3、OCA 光 学胶在客户端口碑良好，出货量和市场份额都有了较大提升，报 告期内，OCA 光学胶实现营业收入 1.58 亿元，同比增长 21.3%。 Q2、去年调光导电膜收入增长显著，今年对 IT0 导电膜和调光 导电膜的收入增长有何预期? 答：内嵌式 in-cell 技术通过将触控功能集成至显示面板内部， 相较外挂薄膜式方案在厚度减少 0.3mm、透光率提升 15%的同时， 良品率已从三年前的 65%攀升至 2024 年的 88%，驱动其在 LCD 手机渗透率突破 75%。受技术迭代的影响以手机为主要应用场景 的外挂薄膜式 ITO 导电膜发展还是比较受限。调光导电膜目前公 司建立了 PDLC（聚合物分散液晶）、SPD（悬浮粒子）、EC（电 致变色）及 LC（染料液晶）四大技术平台。目前在售的产品以 汽车天幕、侧窗、后视镜为主要应用场景。同时，公司也积极配 合客户在智能穿戴、建筑等其他应用场景提供调光导电膜的技术 支持，目前已完成了前期样品认证。公司也会尽快完成该类产品 的效益转换。 江苏日久光电股份有限公司投资者关系活动记录表 编号：2025 ...

Core Viewpoint - The company has approved a guarantee for its wholly-owned subsidiary, Phoenix Technology, amounting to RMB 100 million, as part of its financial strategy to support the subsidiary's operational needs [2][3]. Summary by Sections Guarantee Approval - The board of directors has approved a proposal for external guarantees for the fiscal year 2025, allowing the company to provide joint liability guarantees for its subsidiaries, Phoenix Technology and Phoenix New Energy, totaling up to RMB 278.3186 million [2]. Guarantee Signing Details - A loan agreement has been signed between Electric Science Financial Company and Phoenix Technology, with a loan amount of RMB 100 million for a one-year term [2][3]. Financial Overview of the Subsidiary - As of May 31, 2025, the total assets of Phoenix Technology are RMB 117,654.49 million, with total liabilities of RMB 102,592.17 million, resulting in a net asset value of RMB 15,062.32 million [4]. Necessity and Reasonableness of the Guarantee - The guarantee is deemed necessary for the operational needs of the wholly-owned subsidiary, which is performing well and has a good debt repayment capacity, making the overall risk manageable [4][5]. Cumulative Guarantee Situation - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amount to RMB 278.3186 million, which represents 58.56% of the company's audited net assets from the previous year, with no overdue guarantees reported [5][6].

Core Insights - The company Xiaoguangzi (Wuhan) Technology Co., Ltd. has successfully developed the DWARF3 smart telescope, which is priced under 3000 yuan and has gained popularity in over 70 countries, leading to a supply-demand imbalance [1][2] - The founding team, composed of graduates from Huazhong University of Science and Technology, initially gained traction with a low-cost mobile microscope that became a hit in the education and science popularization sectors [1][2] - The company has expanded its workforce to nearly 100 employees, with over 70% holding master's or doctoral degrees, and is currently scaling up production in a cleanroom facility [3] Product Development - The DWARF3 telescope features an automatic shooting function based on user feedback, allowing users to set a time for the telescope to automatically operate and capture images [2] - The team built an AI model from scratch to enable the telescope to recognize and track celestial bodies, enhancing user experience and accessibility [2] - The company faced significant challenges in scaling production due to the high precision required for core components, leading them to develop in-house manufacturing capabilities [2] Market Position and Growth - The product has gained traction in global astronomy communities, positioning the company as a bridge between amateur astronomers and high-quality astronomical observation tools [2] - The company has received support from local government initiatives, including subsidies for participating in international exhibitions [4] - The team has maintained strong customer engagement, with numerous positive interactions and feedback from users, indicating a growing community around their products [4]

A 股每股现金红利0.85元 证券代码：603297 证券简称：永新光学 公告编号：2025-024 本公司董事会及全体董事保证本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、准确性和完整性承担法律责任。 重要内容提示： ? 每股分配比例 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/13 | － | 2025/6/16 | 2025/6/16 | | ? 差异化分红送转： 是 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宁波永新光学股份有限公司（以下简称"公司"）2025 年 5 月 20 日 的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，扣除拟回购注销的限制性股票 213,800 股 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。 根据公司 2024 年年度股东大会审议通过的《2024 年度利润分配 ...

Group 1 - Kaichun Co., Ltd. adjusted the share repurchase price limit from 26.625 yuan/share to 40 yuan/share, effective from June 10, 2025 [1] - Yipin Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, a Class 3 chemical drug used for sedation during anesthesia [1] - Bohui Innovation obtained a medical device registration certificate for HPV Genotyping Test Kit, used for qualitative detection of HPV DNA [1][2] Group 2 - Lingyi Zhi Zao's application for issuing convertible bonds and cash payment to acquire 66.46% of Jiangsu Kedasiteng Automotive Technology Co., Ltd. has been accepted by the Shenzhen Stock Exchange [3] - Kemin Food reported a 23.06% year-on-year increase in pig sales in May, with a total of 48,300 pigs sold [4][5] - Meian Sen decided to terminate the issuance of shares to specific objects due to market conditions and strategic considerations [6][7] Group 3 - Zhengbang Technology reported a 146.6% year-on-year increase in pig sales revenue in May, totaling 731 million yuan [9] - Yuanda Holdings plans to reduce the registered capital of its subsidiary from 73 million to 24.3 million USD to optimize asset structure [10] - East China Pharmaceutical's subsidiary received FDA approval for clinical trials of HDM1010 tablets for type 2 diabetes [12] Group 4 - Liangxin Co., Ltd. received a government subsidy of 14.1 million yuan, accounting for 4.52% of its audited net profit for 2024 [13] - Erkang Pharmaceutical's Vitamin B6 Injection passed the consistency evaluation for generic drugs [14] - New Industry received a patent certificate for an antibody related to anti-PIC detection, enhancing detection efficiency [16][15] Group 5 - Dongxing Medical signed a 6 million yuan technology development contract with Shanghai Jiao Tong University for collagen preparation processes [16] - Suchang Chai A's subsidiary will absorb and merge another subsidiary, adjusting internal equity structure [17] - Yibin Technology received a project designation notice from a domestic new energy vehicle company, with an estimated total sales of 256 million yuan over five years [18] Group 6 - Mingchen Health received a cash dividend of 20 million yuan from its subsidiary [19] - Hendi Pharmaceutical obtained a drug registration certificate for Ibuprofen Suspension, a common medication for children [19] - Huaren Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, classified as a Category B drug under national medical insurance [20] Group 7 - Enwei Pharmaceutical obtained a renewed drug production license for six key products [21] - Xiaoming Co., Ltd. reported a 45.59% year-on-year increase in chicken product sales in May, totaling 23.25 million birds [23][24] - Shan Natural Gas successfully issued a 350 million yuan short-term financing bond with a 1.78% interest rate [25] Group 8 - Xidamen announced plans for board members to reduce their holdings by up to 581,000 shares [26] - Shentong Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [27] - Saintno Bio plans to distribute a cash dividend of 0.14 yuan per share and a capital increase of 0.4 shares per share [28] Group 9 - *ST King Kong's subsidiary received a debt transfer notice from its controlling shareholder, totaling 364 million yuan [29] - Foxit Software's executives plan to reduce their holdings by a total of 55,800 shares [30] - Youyou Green Energy plans to apply for a bank credit line of up to 1.5 billion yuan [31] Group 10 - Guoxing Optoelectronics plans to distribute a cash dividend of 0.5 yuan per 10 shares [32] - Guangxun Technology plans to distribute a cash dividend of 2.6 yuan per 10 shares [33] - Hanrui Cobalt plans to distribute a cash dividend of 1.5 yuan per 10 shares [35] Group 11 - Tigermed plans to distribute a cash dividend of 3 yuan per 10 shares [37] - Shenliang Holdings plans to distribute a cash dividend of 1.5 yuan per 10 shares [38] - Yishitong plans to distribute a cash dividend of 1 yuan per 10 shares [39]

Group 1 - The public fund industry continues to focus on high-intensity research, particularly in hard technology and pharmaceuticals, with 123 public fund institutions conducting 662 research sessions on 112 A-shares in the first week of June [1] - The optical and optoelectronic industry, represented by Hongjing Optoelectronics (301479), received the most attention, with over 20% of public fund institutions participating in 36 research sessions [1] - A total of 22 secondary industries received at least 10 research sessions, indicating a concentrated interest in specific sectors [1] Group 2 - The optical and optoelectronic industry had the highest research activity, with 7 stocks collectively receiving 72 sessions, followed by the chemical pharmaceutical industry with 59 sessions across 6 stocks [2] - The jewelry industry saw a notable increase in attention, with companies like Cuihua Jewelry and Mankalon receiving a total of 46 research sessions [2] - Public fund institutions are increasingly focusing on technology, pharmaceuticals, and consumer upgrades, reflecting current market conditions [2] Group 3 - Yifan Pharmaceutical (002019) discussed its innovative drug development during institutional research, emphasizing the importance of cautious and rational approaches to R&D, particularly for First-in-Class (FIC) drugs [3] - The company is prioritizing the development of its drug F-652 for alcohol-related liver disease in collaboration with U.S. research institutions, while also evaluating risks and opportunities [3] - Yifan Pharmaceutical is also advancing early-stage products like IL-15 fusion protein, which are still in the early research phase [3]

Core Viewpoint - The company plans to acquire 100% of Dongguan Changyi Optoelectronics Co., Ltd. through a share issuance, aiming to enhance its product matrix in the high-end zoom and mid-to-low-end fixed-focus lens sectors [1] Group 1: Acquisition Details - The acquisition involves issuing shares to specific investors to raise matching funds, with the transaction price yet to be finalized due to incomplete auditing and evaluation [1] - Upon completion, Changyi Optoelectronics will become a wholly-owned subsidiary of the company, contributing to a diversified product offering [1] Group 2: Financial Performance - The company's projected revenue for 2024 is 1.88 billion yuan, a 14% increase year-on-year, but net profit is expected to decline by 40% to 38.56 million yuan [1] - The operating cash flow has significantly decreased from 193 million yuan in 2023 to 15.67 million yuan in 2024, marking a 91.87% drop [1] - In Q1 2025, the company continues to face losses of 23.98 million yuan, indicating ongoing cash flow pressures [1] Group 3: Target Company Performance - Changyi Optoelectronics reported a revenue of 244 million yuan in 2023, with a net loss of 50.93 million yuan, but is projected to achieve a revenue of 560 million yuan in 2024 with a net profit of 6.09 million yuan, reflecting a net profit margin of only 1.09% [1] - The target company is heavily reliant on a single major customer, Sunny Optical, which accounts for over 50% of its revenue, posing a significant risk [1] Group 4: Financing and Strategic Considerations - The company has exhibited a pattern of "high-frequency, low-efficiency" financing, with a previous fundraising of 467 million yuan for a smart wearable project that has faced delays [2] - The success of the acquisition is critical not only for the company's strategic positioning but also for its risk management and resource integration capabilities [2] - Key performance indicators to monitor include the quarterly net profit of Changyi Optoelectronics, monthly shipment stability of AR/VR products, and the gross margin improvement of automotive lenses [2]

不仅如此，作为最近几年中国经济发展的一个突出现象，文旅消费也在东北地区上演火热场景。随着工 业化和现代化水平不断提升，人工智能、机器人、物联网等高新科技应用更加广泛，人们在物质生活更 加丰富之余，开始需要更多也更新颖的精神食粮和文化享受，相关的服务业和文化产业因此迎来发展机 遇。比如最近几年，哈尔滨冰雪节以及东北其他多地冰雪项目持续火爆，南方"小土豆"们涌向东北以体 验不一样的快乐。当前的一个普遍趋势是，中国文化产业需要更多优秀产品供给，东北地区城镇化历史 较长，加上"黑土地"和冰雪季这样的独特地域特征，地方特色文化也已具备一定程度的产业化基础，不 仅能够给游客带来独特体验，还能创造丰厚的经济价值。 东北地区"人气儿"越来越旺的同时，新质生产力发展也越来越有奔头。事实上，东北本就具有相当深厚 的产学研基础，比如哈尔滨的军民融合产业、长春的光学和汽车产业、沈阳的火车和机器人等。过去十 多年来，国内不少重大发明成果都是出自东北地区的高校或科研院所，只是由于东北经济热度不如东南 沿海，一些成果转化被放到了其他地区进行。现在，随着我国加快构建新发展格局，区域协调发展战略 不断推进，对东北地区予以持续稳定的关注和投入等 ...

2025 年 06 月 08 日 北证专精特新（899601）：小而精， 特色更鲜明的优质投资标的 ——北交所发布北证专精特新指数点评 证券分析师 刘靖 A0230512070005 liujing@swsresearch.com 研究支持 吕靖华 A0230124070002 lvjh@swsresearch.com 联系人 吕靖华 (8621)23297818× lvjh@swsresearch.com 策 略 研 究 证 本研究报告仅通过邮件提供给 中庚基金 使用。1 请务必仔细阅读正文之后的各项信息披露与声明 A 股 策 资料来源：Wind，申万宏源研究；截至 2025/6/6 资料来源：Wind，申万宏源研究；截至 2025/6/6 略 券 研 究 报 告 ⚫ 事件：2025 年 6 月 6 日，北交所公告将于 2025 年 6 月 30 日正式发布北证专精特新指 数，经流动性筛选后，北证专精特新指数将从符合条件的北交所专精特新"小巨人"上市 公司中选取市值最大的 50 只作为指数样本，为市场提供多维度投资标的和业绩基准。 ⚫ 北证专精特新聚焦小巨人、特色更鲜明，编制规则采用半年度调仓、调整数量不超 ...

撰文丨王聪 编辑丨王多鱼 排版丨水成文 在自然界中，有一些动物 （例如蛇类） ，通过感知红外辐射和可见光光谱来更准确地评估周围环境。而我们人类的眼睛缺乏对红外光谱响应的光感受器，只能感 受可见光 （ 光谱范围为380-780nm） ， 波长更长、能量更低的红外光无法触发人类的视觉信号。 对于患有严重眼疾 （例如黄斑变性） 的患者而言，理论上来说，红外视觉有助于在弱光和黑暗环境中看清物体，开发出能够利用更广泛光谱 （包括红外光） 的 技术可能会给这些患者带来显著益处。 2025 年 6 月 5 日 ，复旦大学 集成电路与微纳电子创新学院 周鹏 / 王水源 团队、复旦大学 脑科学研究院 张嘉漪 / 颜彪 团队及 中国科学院上海技术物理研究 所 胡伟达 团队合作，在国际顶尖学术期刊 Science 上发表了题为： Tellurium nanowire retinal nanoprosthesis improves vision in models of blindness 的研 究论文。 该研究开发出了 全球首款 光谱覆盖范围极广 （470-1550nm，从可见光延伸至近红外二区） 的 视觉假体 ， 无需依赖任何外 ...