光峰科技"机器人之脸" 5月22日，为期5天的第二十一届中国（深圳）国际文化产业博览交易会（以下简称"文博会"）在深圳国 际会展中心拉开帷幕。本届文博会共吸引了全球6000余家文化机构、文化企业和政府单位通过线上线下 的方式参展，展出了超12万件的文化产品，再现文化产业"顶流"盛宴与科技"新贵"轮番登场的繁荣盛 景。 第二十一届中国（深 圳）国际文化产业博览交易会开幕 本届文博会的一大亮点是首次设立人工智能展区，集中展示了深圳在人工智能领域的前沿科技成果。展 区内的机器人、AR眼镜、AI产品等实物展示和互动体验项目，吸引了大量参观者驻足体验，充分展现 了人工智能的硬核魅力。 近年来，深圳提速新质生产力的培育，全力构建人工智能创新生态，并出台多项政策推动人工智能产业 快速发展。凭借优越的创新创业环境，深圳孕育了众多科创企业，其中科创板首批上市企业光峰科技 （688007.SH）便是其中典型代表。 作为全球领先的半导体激光光源科技企业，光峰科技已在车载光学、影院放映、专业显示、智能投影等 多领域占据市场领先地位，并凭借核心技术优势，在人工智能领域积极探索，取得一定成果。在前不久 刚结束的上海国际车展上，除了搭载智 ...

Core Insights - The company is making significant progress in its overseas automotive designated business, with the AG company's laser radar line light emission module project entering the final verification stage before mass production, with an expected lifecycle volume of approximately 500,000 units [3] - In the optical communication sector, the company maintains stable cooperation with existing international clients and has received the "2025 Best Award" from Coherent for its business continuity and expansion plans [3] - The company is advancing its global manufacturing layout, focusing on laser radar emission module production in Xi'an, while evaluating capacity expansion plans in Southeast Asia to enhance global responsiveness [4] Business Development - The data communication business, which accelerated after the 2024 acquisition, is pushing some clients into sample verification and small batch stages, with expectations for mass supply in 2025, contributing approximately 5% to revenue in 2024 [3] - In the consumer electronics sector, the company is collaborating with North American clients on AR/VR and 3D perception projects, while the automotive lighting business has secured a new project with AG company for vehicle-mounted projection lighting micro-lens arrays, with a lifecycle demand exceeding 3.3 million units [4] - The company is addressing the anticipated decline in gross margin for laser optical components in 2024 by optimizing costs and expanding into high-margin application areas [4] Profitability Enhancement - The company is optimizing costs by relocating automotive business production lines to Shaoguan, which is expected to improve the performance of products with negative gross margins [4] - The semiconductor processing business is experiencing rapid growth in applications such as wafer annealing and display repair, with the Hefei semiconductor base expected to complete its main structure by November 2024 [4] - The company emphasizes continuous optimization of its business structure, accelerating the ramp-up of new businesses, and improving operational quality through sales strategy optimization, cost control, and cash flow management, with clear profitability improvement goals set for 2025 [4]

江阴天龙重工机械有限公司(以下简称"天龙重工")持有公司股份1,180,000股，占公司总股本的1.14%； 陈江持有公司股份5,290,100股，占公司股份总额的5.12%。天龙重工和陈江为一致行动人，合计持有公 司6,470,100股，占公司股份总额的6.26%。 本次减持计划实施不会导致上市公司控制权发生变更。今年一季报显示，北京沃衍、陈江分别为德龙激 光第二、三大股东。 在减持期间内，北京沃衍及其一致行动人、天龙重工及其一致行动人将根据市场情况、自身资金需求等 因素自主决定是否实施本次股份减持计划，存在减持数量、减持时间及减持价格的不确定性，也存在是 否按期实施完成的不确定性。 中国经济网北京5月22日讯德龙激光(688170.SH)昨日晚间披露《关于持股5%以上股东及其一致行动人 减持股份计划公告》。 根据公告，因自身资金需求，股东北京沃衍投资中心(有限合伙)(以下简称"北京沃衍")及其一致行动人 拟通过集中竞价和大宗交易相结合的方式减持不超过3,100,800股公司股份，拟减持比例不超过公司当前 总股本的3%。其中拟采取集中竞价交易方式减持的，在任意连续90日内，减持股份的总数不得超过公 司股份总 ...

以下文章来源于硬氪 ，作者林晴晴 自建"极光星座"在轨实验平台， 已累计完成超200小时连续通信验证。 文 ｜ 林晴晴 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 封面来源 ｜ 企业供图 硬氪获悉，空间激光通信技术研发商"极光星通"近日已完成超亿元人民币A++轮战略融资，由北京市商业航天和低空经济产业投 资基金、彬复资本、宁波前湾新区甬商雅榕创投、光谷金控共同投资，老股东长江资本等持续加码。本轮融资将重点用于规模化 产能提升、下一代激光通信终端研发及核心技术团队扩张。成立至今，"极光星通"已完成多轮大额融资。 "极光星通"成立于2020年，核心团队来自中国科学院、航天科技集团及华为、中兴等机构，专注于空间激光通信终端及系统解决 方案的研发与制造。其产品覆盖星间同轨/异轨组网、星地高速数传及临近空间平台通信等场景，支持10Gbps至400Gbps多档通信 速率。今年3月，公司配套"光传01/02试验星"发射入轨的激光通信载荷完成国内首次400Gbps星间超高速在轨数据传输试验，单 次传输数据达14.4TB，通信时长为6分44秒，通信距离 ...

德龙激光公告，因自身资金需求，股东北京沃衍及其一致行动人拟通过集中竞价和大宗交易相结合的方 式减持不超过310.08万股公司股份，拟减持比例不超过公司当前总股本的3%。其中拟采取集中竞价交 易方式减持的，在任意连续90日内，减持股份的总数不得超过公司股份总数的1%；拟采取大宗交易方 式减持的，在任意连续90日内，减持股份的总数不得超过公司股份总数的2%。 ...

Core Points - The company will hold its 2024 Annual General Meeting on May 27, 2025, in Shenzhen, combining on-site and online voting methods [4][10] - The meeting will discuss various proposals, including the 2024 Annual Report, Board of Directors' Work Report, Supervisory Board's Work Report, and financial reports for 2024 and 2025 [5][8][9][12] - The company reported a net loss of RMB 163.07 million for 2024, with a negative profit distribution plan due to the loss [16][17] - The company plans to apply for a comprehensive credit limit and guarantee limit of up to RMB 12 billion to support its operations and development needs [10][11] Meeting Procedures - The meeting will verify the identity of attendees and ensure orderly conduct, with specific rules for speaking and voting [1][2][3] - Attendees must express their opinions on the proposals as either agree, disagree, or abstain, with unfilled or illegible votes counted as abstentions [3][4] - The meeting will be witnessed by a legal representative to ensure compliance with legal standards [9] Financial Performance - As of December 31, 2024, the company reported total assets of RMB 932.45 million, net assets of RMB 269.27 million, and total liabilities of RMB 663.18 million [12] - The company’s revenue for 2024 was RMB 415.14 million, reflecting a significant decline compared to previous years [19] - The company has increased its R&D investment to RMB 482.93 million, focusing on laser and automation technology [29] Strategic Initiatives - The company is expanding its global presence, having established subsidiaries in Hungary and Switzerland to enhance its market reach [20] - It has successfully signed significant contracts in the lithium battery and consumer electronics sectors, with a notable increase in overseas orders [19][20] - The company is also focusing on innovation in medical devices, having developed a new portable UV light therapy device [23] Proposals for Approval - The company will propose a salary scheme for directors and supervisors for 2025, with specific compensation structures outlined [9][10] - A proposal for the 2024 profit distribution plan will be presented, which includes no cash dividends or stock bonuses due to the reported losses [16][17] - The company will seek approval for a strategic acquisition of a Swiss high-tech firm to enhance its capabilities in laser plastic welding [26]

Core Insights - "Aurora Starlink" has completed over 100 million RMB in A++ round strategic financing, aimed at scaling production capacity, developing next-generation laser communication terminals, and expanding its core technology team [1][9] - The company, established in 2020, focuses on the research and manufacturing of space laser communication terminals and system solutions, with products supporting communication rates from 10Gbps to 400Gbps [1][7] - Recent achievements include a successful 400Gbps inter-satellite data transmission test, which is twice the capability of SpaceX's Starlink [1][2] Company Overview - "Aurora Starlink" has a core team from prestigious institutions such as the Chinese Academy of Sciences and major tech companies like Huawei and ZTE [1][7] - The company has developed a fully self-researched technology system, achieving 100% core technology autonomy, with products designed for both aerospace-grade performance and industrial-grade costs [7][10] - As of 2024, the company has launched 12 laser communication terminals into orbit and plans to increase annual production capacity to 100 units, expanding to 400 units by 2025 [7][10] Recent Developments - The company recently set a record for stable laser communication over extreme distances, achieving a continuous connection for 1 hour and 48 minutes at a height of 530 kilometers and a distance of 5,100 kilometers [2][4] - "Aurora Starlink" has established partnerships with national-level users and core commercial clients, validating its products through over 200 hours of continuous communication tests [7][10] Market Context - The global low Earth orbit satellite internet market is experiencing rapid growth, creating a strong demand for high-bandwidth, interference-resistant laser communication technologies [4][9] - The company is positioned to capitalize on the increasing need for integrated information networks in the space industry, with laser communication being a preferred choice due to its high bandwidth and security features [9][10] Investment Perspective - Investors view "Aurora Starlink" as a key player in the commercial space and national infrastructure sectors, with significant potential for growth due to its innovative capabilities and recent technological breakthroughs [9][10]

北京市中伦（深圳）律师事务所 关于深圳光峰科技股份有限公司 法律意见书 二〇二五年五月 法律意见书 北京市中伦（深圳）律师事务所 关于深圳光峰科技股份有限公司 法律意见书 致：深圳光峰科技股份有限公司 根据中国证券监督管理委员会发布的《上市公司股东会规则》（以下简称 "《股东会规则》"）的有关规定，北京市中伦（深圳）律师事务所（以下简 称"本所"）接受深圳光峰科技股份有限公司（以下简称"公司"）的委托， 指派律师出席公司 2024 年度股东大会（以下简称"本次股东大会"），并就本 次股东大会的召集和召开程序、召集人资格、出席和列席会议人员资格、表决 程序及表决结果等事宜发表法律意见。 经查验，该等通知及公告载明了会议的召开方式、召开时间和召开地点， 对相关会议议案的内容进行了披露，说明了股东有权出席并可书面委托代理人 出席和行使表决权，明确了会议的登记办法、有权出席会议股东的股权登记日、 会议联系人姓名和电话号码。 本所律师认为，公司本次股东大会的召集程序符合《中华人民共和国公司 法》（以下简称"《公司法》"）、《股东会规则》《深圳证券交易所上市公 司股东会网络投票实施细则（2025 年修订）》（以下简称"《 ...

Group 1 - Contemporary Amperex Technology (Hong Kong) Limited, a wholly-owned subsidiary of CATL, plans to invest up to $225 million in the Lochpine Green Fund I, LP, which has a target size of $1.5 billion [1] - Dazong Laser also announced its participation in the fund, intending to invest no more than $50 million [3] - The fund focuses on investments related to carbon neutrality, aiming to expand CATL's presence in this sector and enhance investment channels through a market-oriented management team [5] Group 2 - The fund is managed by Lochpine Capital, which was registered in Hong Kong on August 9, 2023, with its controlling shareholder being Lochpine Capital Investment Limited [5] - The general partner of the fund is Lochpine Green Fund I GP Limited, which is indirectly 45% owned by CATL's subsidiary, Hong Kong Times [5]

Core Viewpoint - The 2025 Global Artificial Intelligence Terminal Exhibition will showcase cutting-edge advancements in the AI terminal industry, featuring over 300 companies from 15 countries, with a focus on innovative technologies and trends [1][7]. Group 1: Event Overview - The exhibition will take place from May 22 to 24, 2025, at the Shenzhen Convention Center, specifically in halls 2 and 4 [1][7]. - The theme of the exhibition is "Connecting Everything, Opening the Future" [1]. Group 2: Company Highlight - Guangfeng Technology (688007.SH) will present its innovative humanoid robot equipped with bionic projection technology, which offers a new perspective on the integration of AI and projection technology [1][5]. - The humanoid robot features a "digital face" that can accurately simulate human micro-expressions, marking a significant advancement from traditional faceless designs [2][5]. Group 3: Technological Foundation - Guangfeng Technology has over a decade of technological accumulation, with nearly 3,000 global patents, establishing a comprehensive intellectual property matrix that supports its competitive edge in the laser field [5]. - The company has been investing in cutting-edge fields such as ultra-compact optical machines and AR optics, enhancing its capabilities in the laser industry [5][7]. Group 4: Exhibition Highlights - The exhibition will feature over a thousand AI terminal products, with Guangfeng Technology's humanoid robot being a major highlight [7]. - The company's continuous investment in technology positions it favorably for future upgrades in the robotics industry, potentially leading industry trends [7].