Group 1 - The 2025 Changchun International Optoelectronic Expo, also known as the "Changchun Light Expo," opened on June 10, featuring over 800 exhibitors from countries including China, the USA, the UK, Germany, Japan, Italy, and South Korea, showcasing cutting-edge technologies and products in the optoelectronic information field [1][6] - The expo includes six major optoelectronic industry clusters and 15 industry directions, with an exhibition area of 80,000 square meters, highlighting both static displays and dynamic showcases of low-altitude flight and unmanned driving technologies [3][5] - A technology company from Zhejiang presented a multispectral vegetation monitoring instrument that uses intelligent algorithms to analyze plant growth and pest conditions, capable of covering a radius of 2 kilometers and surveying over 10,000 acres of farmland in one hour, indicating strong demand from farmers amid China's push for high-standard farmland construction [3][5] Group 2 - A CNC equipment company from Shandong showcased high-precision laser cutting equipment with a deviation of only 0.01 millimeters, aiming to penetrate the automotive parts market in Changchun, which has a well-developed automotive manufacturing industry [5] - The Changchun Institute of Optics, Fine Mechanics and Physics displayed breakthroughs in fields such as photonics, applied optics, optical engineering, and precision machinery, while also presenting multiple achievements in "light+" sectors like automotive, agriculture, healthcare, and embodied intelligence [5][6] - The Light International Conference is being held in conjunction with the Changchun Light Expo for the first time, with nearly 1,000 academicians and experts from 26 countries attending, alongside the Chinese Optical Society Academic Conference [6]

Core Viewpoint - Hubei province is leveraging its educational resources and alumni network to drive innovation, talent acquisition, and economic development through the "Alumni Return" initiative, aiming to attract over 3,000 alumni talents and establish more than 30 innovation incubation bases by 2027 [1][2]. Group 1: Alumni Return Initiative - The "Alumni Return" initiative is designed to transform Hubei's educational advantages into innovation and development strengths, focusing on technology, industry, and emotional connections [1]. - The initiative includes five special actions and 20 specific measures to address the challenges of alumni returning, staying, and thriving in Hubei [2]. Group 2: Special Actions - The "Alumni + Intelligence" action aims to establish a comprehensive alumni service organization and a big data service platform to attract alumni talents [2][3]. - The "Alumni + Technology" action encourages alumni enterprises to participate in major national innovation platforms and support advanced manufacturing and modern service industry clusters [3]. - The "Alumni + Projects" action focuses on attracting investments from top enterprises and alumni projects to Hubei, utilizing platforms like the Chushang Conference [3]. - The "Alumni + Enterprises" action promotes collaboration among alumni enterprises and supports innovation through seed funds and government investment [4]. - The "Alumni + Education" action supports partnerships between alumni enterprises and educational institutions to cultivate skilled talents [4]. Group 3: Support Measures - The initiative includes optimizing government services, resource guarantees, incentive mechanisms, and emotional connections to enhance support for returning alumni [4]. - Regular "Alumni Return Conferences" and related activities will be organized to facilitate investment and technology transfer [4][5]. Group 4: Innovation and Development Goals - Hubei aims to strengthen innovation platforms and talent pipelines for alumni enterprises, fostering a range of high-growth alumni businesses [5]. - The province plans to achieve breakthroughs in key technologies and products by 2025, integrating alumni enterprises into major industry innovation frameworks [5]. - Efforts will be made to enhance the synergy between technological and industrial innovation, promoting a supportive ecosystem for alumni enterprises [5][6].

《上市公司股权激励管理办法》 （以下简称"《管理办法》"）、 无锡市德科立光电子技术股份有限公司监事会 关于 2023 年限制性股票激励计划首次授予部分第一个 归属期归属名单的核查意见 无锡市德科立光电子技术股份有限公司（以下简称"公司"）监事会根据《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》"）、 《科创板上 市公司自律监管指南第 4 号——股权激励信息披露》等法律、法规和规范性文件 和《公司章程》的有关规定，对公司 2023 年限制性股票激励计划（以下简称"本 次激励计划"）首次授予第一个归属期符合归属条件的激励对象名单进行审核， 发表核查意见如下： 经核查，本次激励计划拟归属的 323 名激励对象绩效考核结果合规、真实， 不存在虚假、故意隐瞒等相关情况，符合《公司法》《证券法》等法律、法规和 规范性文件以及《公司章程》规定的任职资格，符合《管理办法》《上市规则》 等法律、法规和规范性文件规定的激励对象条件，符合公司《2023 年限制性股 票激励计划（草案）》规定的激励对象范围，其作为公司本次激励计划激励对象 的主体资格合法、有效，激励对象获授限 ...

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]

Group 1 - The core viewpoint of the article highlights the significant progress in the development of high-tech industries in national high-tech zones, with specific emphasis on the emergence of new industries and original technologies [1][2] - The national high-tech zones achieved an industrial added value of 1.7 trillion yuan in the first quarter of this year, representing a year-on-year growth of 7.1% [1] - Key regions such as Zhongguancun in Beijing, Zhangjiang in Shanghai, and Donghu in Wuhan are leading in their respective sectors, with the integrated circuit industry in Shanghai accounting for 20% and the optoelectronic information industry in Wuhan accounting for 50% of the national scale [1][2] Group 2 - The Ministry of Industry and Information Technology plans to enhance the competitive advantages of national high-tech zones by focusing on their unique strengths and fostering emerging industries [2] - By the end of 2024, national high-tech zones are expected to host 33% of the country's high-tech enterprises, 46% of specialized and innovative "little giant" enterprises, and 67% of unicorn companies [2][3] - The government aims to cultivate world-class enterprises and technology leaders, increasing support for "gazelle" and unicorn companies to further invigorate the development of high-tech industries [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 - The company is a leading enterprise in the high-end forming machine tool and intelligent sorting equipment industry, with a focus on the nuclear fusion sector, which is expected to drive its growth trajectory in the coming years [1][3]. Group 1: Nuclear Fusion Industry Developments - The company has accelerated its involvement in nuclear fusion projects, winning contracts for key components such as vacuum chambers and gravity supports, indicating a strong order pipeline [1][2]. - The domestic nuclear fusion industry is projected to grow rapidly, with significant projects like CFEDR and various hybrid reactors expected to commence in the near future, positioning the company to benefit from this growth [2][3]. - Global nuclear fusion initiatives, including the ITER project and private sector efforts in the U.S. and Japan, highlight the increasing international focus on fusion energy, which may create additional opportunities for the company [2][3]. Group 2: Core Business Performance - The company is recognized as a champion in the forming machine tool sector, with products utilized across various industries including automotive, aerospace, and defense, showing a robust recovery in its core business [3][4]. - The hydraulic press segment has seen significant advancements, particularly in applications related to new energy vehicles, contributing to an increase in market share [3][4]. - The mechanical press segment is experiencing growth due to rising demand from the new energy vehicle sector and domestic brands, with a notable increase in orders for high-end automated pressure machines [4]. Group 3: Intelligent Sorting Equipment - The company is a pioneer in the optical sorting equipment market, with a strong focus on applications in food safety and recycling, leading to a substantial increase in revenue from this segment [4]. - The revenue from the color sorting machine business is projected to grow significantly, reflecting a compound annual growth rate (CAGR) of approximately 26.2% from 2021 to 2024 [4]. Group 4: Financial Projections - The company is expected to achieve revenues of 24.8 billion, 28.4 billion, and 33.5 billion from 2025 to 2027, with corresponding net profits of 0.37 billion, 1.34 billion, and 2.58 billion [5]. - The current valuation reflects the early-stage development of the nuclear fusion industry, suggesting substantial future growth potential [5][6].

证券代码：688055 证券简称：龙腾光电 公告编号：2025-016 昆山龙腾光电股份有限公司 关于召开2024年年度股东大会的通知 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： 2024年年度股东大会 召开日期时间：2025年6月27日 9点30分 召开地点：江苏省昆山开发区龙腾路1号公司会议室 （五）网络投票的系统、起止日期和投票时间。 本次股东大会审议议案及投票股东类型 ● 股东大会召开日期：2025年6月27日 ● 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票系统 一、召开会议的基本情况 （一）股东大会类型和届次 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025年6月27日 至2025年6月27日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东大会召开当日的交易时间 段，即9:15-9:25,9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东大会召开当日的9:15- 15:00。 （六）融资融券、转 ...