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]

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 ...

Core Viewpoint - BOE Technology Group Co., Ltd. is experiencing positive market movements with a recent stock price increase and significant institutional interest, indicating a favorable outlook for the company and the LCD industry overall [1][2]. Group 1: Trading Information - As of June 6, 2025, BOE A shares closed at 3.94 CNY, up 3.68% from the previous week [1]. - On June 6, a block trade occurred with institutional net purchases amounting to 202.12 thousand CNY [2]. Group 2: Industry Insights - The LCD industry is seeing a normalization in supply and demand, with manufacturers adopting a "production based on demand" strategy, leading to a reduction in inventory levels [3]. - The mainstream LCD TV panel prices have been rising since January 2025, but demand is expected to cool down in the second quarter, stabilizing prices in May [3]. Group 3: Company Developments - BOE has made significant progress in its flexible AMOLED business, establishing a competitive edge in production capacity and technology, and is actively engaging with major smartphone brands [3]. - The Chengdu 8.6-generation AMOLED production line project has commenced equipment installation four months ahead of schedule, transitioning from construction to operational phase [4]. - The company anticipates a depreciation expense of approximately 38 billion CNY in 2024, with depreciation expected to peak this year as new projects come online and older lines reach the end of their depreciation period [4]. Group 4: Financial Announcements - BOE has received a loan commitment of 1.8 billion CNY from China Construction Bank for stock repurchase purposes, with a loan term of three years [5].

Group 1: Investor Relations Activity Overview - The investor relations activity took place on June 5, 2025, with a total of 22 participants from various investment firms and individual investors [3] - The event was hosted in the company's conference room, attended by key company executives including the Chairman and General Manager [3] Group 2: Company Export and Market Strategy - The company primarily serves domestic customers, with over 90% of its clients located in China; international sales account for approximately 7% of 2024 revenue [4] - The company is focused on high-performance products for automotive displays and high-end industrial control displays, aiming to provide cost-effective solutions through technological advancements [4] Group 3: Core Competitiveness and R&D Investment - The company's core competitiveness lies in its precise manufacturing of polarizers, with R&D expenses constituting about 7% of its revenue in 2024 [5] - The company plans to enhance R&D investment in line with revenue growth and new product development needs [5] Group 4: Import Substitution and Future Plans - There is significant potential for domestic substitution of upstream core materials, with ongoing collaborations to enhance R&D capabilities [6] - The company is exploring various development paths, including potential mergers and acquisitions in the capital market to strengthen its market position [7] Group 5: Financial Performance and Supply Chain - The company experienced a decline in revenue and profit in the first quarter due to market price adjustments, although overall production and sales remained stable [8] - Approximately 60% of the materials used by the company are sourced from overseas suppliers, including those from Japan, South Korea, and Taiwan [9]

Group 1 - The core index, the China Securities Hong Kong and US Listed Global Intelligent Driving Theme Index, opened at 6479.62 points and has seen a 5.17% increase over the past month, a 1.15% increase over the past three months, but a 5.35% decline year-to-date [1] - The index comprises 50 listed companies involved in intelligent driving sectors such as perception, positioning, decision-making, planning, control execution, and vehicle networking, reflecting the overall performance of these companies in the Hong Kong and US markets [1][2] - The index is based on a starting point of 1000.0 points as of December 30, 2016 [1] Group 2 - The top ten holdings of the index include NVIDIA Corp (10.74%), Li Auto-W (9.89%), Tesla Motors Inc (8.95%), Xpeng Motors-W (8.55%), Marvell Technology Group Ltd (6.51%), Rivian Automotive Inc. (5.15%), STMicroelectronics NV (3.37%), Analog Devices Inc (3.14%), Texas Instruments (3.11%), and Lucid Group Inc (3.02%) [2] - The market distribution of the index holdings shows that 60.74% are from the Nasdaq Global Select Market, 28.50% from the Hong Kong Stock Exchange, 5.60% from the Nasdaq Capital Market, and 5.16% from the New York Stock Exchange [2] - In terms of industry representation, passenger vehicles account for 22.53%, digital media for 2.98%, optical optoelectronics for 2.66%, and automotive parts and tires for 0.33% [2] Group 3 - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [3] - Weight factors are adjusted in accordance with the sample changes, and generally remain fixed until the next scheduled adjustment [3] - In special circumstances, the index may undergo temporary adjustments, such as removing samples that are delisted or handling mergers, acquisitions, or spin-offs according to maintenance guidelines [3]

Investment Rating - The report maintains a "Buy" rating for the company [7][12]. Core Insights - The company is expected to achieve revenue of 6.278 billion yuan in 2024, representing a year-on-year growth of 23.67%, and a net profit of 1.030 billion yuan, reflecting a significant increase of 71.57% [2][10]. - The company has diversified its product offerings, with all five major business segments showing positive growth, particularly in optical components and film optical panels, which contributed significantly to the main revenue [2][3]. - The company has established a global presence with six production bases and is actively expanding its international market reach, enhancing its collaboration with major clients [3][5]. Financial Projections - Revenue projections for 2025, 2026, and 2027 are 7.346 billion yuan, 8.596 billion yuan, and 10.059 billion yuan, respectively, with corresponding net profits of 1.207 billion yuan, 1.416 billion yuan, and 1.664 billion yuan [7][10]. - The company's PE ratios for 2025, 2026, and 2027 are projected to be 22 times, 19 times, and 16 times, respectively [7][10]. Business Strategy - The company has acquired a 95.60% stake in Guangdong Aikesi, enhancing its strategic development in the AR/VR sector and positioning itself as a comprehensive optical solution provider [6][7]. - The company is transitioning from a product-driven model to a technology innovation-driven model, aiming to become a leading optical solution supplier [5][6].

Investment Rating - The report maintains a "Buy" rating for the company [7][12]. Core Insights - The company is expected to achieve revenue of 6.278 billion yuan in 2024, representing a year-on-year growth of 23.67%, and a net profit of 1.030 billion yuan, reflecting a significant increase of 71.57% [2][10]. - The company has diversified its product offerings, with all five major business segments showing positive growth. The optical components and film optical panel segments are the primary revenue contributors, accounting for 47% and 40% of total revenue, respectively [2][3]. - The company has established a global presence with six production bases and is actively expanding its international market reach [3][5]. - The acquisition of a 95.60% stake in Guangdong Aikesi enhances the company's capabilities in AR/VR and 3D visual recognition solutions, positioning it as a competitive player in the market [6][7]. Financial Performance - The company forecasts revenues of 7.346 billion yuan, 8.596 billion yuan, and 10.059 billion yuan for 2025, 2026, and 2027, respectively, with corresponding net profits of 1.207 billion yuan, 1.416 billion yuan, and 1.664 billion yuan [7][10]. - The projected price-to-earnings (P/E) ratios for 2025, 2026, and 2027 are 22 times, 19 times, and 16 times, respectively [7][10].

在科技自立自强与产业链升级的双重驱动下，电子行业迎来重要发展机遇。而研发投入是电子行业公司技术迭代与市场份额增长的基石。过去三年，A股电 子行业上市公司研发投入变化情况如何？接下来，每经资本眼记者就来详细梳理一番。 2022年至2024年，A股电子行业上市公司合计研发费用分别为1636.92亿元、1735.94亿元和1935.37亿元。从绝对值来看，在所有A股申万一级行业中，目前 电子行业的总研发费用排名第二位。 | 板块名称 | 2022年研发费用 | 2023年研发费用 | 2024年研发费用 | 增速=(2024- | | --- | --- | --- | --- | --- | | | (亿元) | (亿元) | (亿元) | 2022) /2022 | | 银行 | | | | | | 建筑装饰 | 2253.68 | 2423. 48 | 2330. 38 | 3. 40% | | 电子 | 1636. 92 | 1735. 94 | 1935. 37 | 18. 23% | | 汽车 | 1154. 90 | 1472. 17 | 1701. 14 | 47. 30% | | 电力设备 | 1 ...