记者致电中国科学院，对方表示，该院对院士活动有明确规定。中国工程院新闻办公室电话则无人接听。 "要做国家需要的事。"5月16日，中国工程院教授范滇元在接受采访时表示。当天，在光博会的一场内部研讨会上，这位激光物理学家 与多位业界同仁一起，共商光谷建设光电子信息世界级先进制造业集群。 光博会是我国规格最高、最具影响力的光电子信息专业展会之一。2002年举办至今，每一届都有海内外院士到场，不少前沿技术实现 产业化。 两院院士称呼"消失"，光电子之外的专家学者并未缺席。光博会开幕式前一天，90岁的中国科学院院士殷鸿福赶来会场，细看 开幕式上，周济作主题报告，大屏幕上身份介绍为国家制造强国建设战略咨询委员会主任、中国工程院教授；李德仁作主题报告，身 份介绍是国家最高科学技术奖获得者、武汉大学教授。 通信专家邬贺铨不下8次来武汉参加光博会。前几次，他的身份都是中国工程院院士；这一次，他的头衔变成中国工程院教授。在组 委会制作的一张介绍参会专家的海报上，两院院士统一被称为"国内大咖"；与之对应的是，参会的9位海外院士依旧保持原有称谓。 两院院士称呼为何"消失"？记者查阅资料看到，2023年9月公布的《中国科学院院士行为规 ...

Core Viewpoint - The Hubei Provincial Government has launched an action plan to encourage Hubei merchants to return and invest in their hometown, aiming to establish over 1,800 new registered enterprises with an investment of over 1 billion yuan each year [1][4]. Group 1: Action Plan and Objectives - The action plan includes 15 measures focused on building a database of Hubei merchants, enhancing communication channels, increasing the influence of investment platforms, ensuring project implementation, and creating a supportive environment for returning merchants [1][4]. - The goal is to achieve a yearly increase of over 10% in the number of signed projects and an 8% increase in the investment amount of projects that commence [4]. Group 2: Project Signings and Economic Impact - A total of 89 key projects have been signed, covering sectors such as optoelectronics, intelligent manufacturing, and health, with a total investment amount of 116.354 billion yuan [2]. - Since the beginning of the year, Hubei has conducted over 1,200 events related to the return of Hubei merchants, resulting in 3,552 signed projects with investments exceeding 1 billion yuan, totaling 386.88 billion yuan [3]. Group 3: Database and Communication Enhancements - The plan emphasizes the establishment of a classified database for Hubei merchants, which includes information on listed companies and their executives, to facilitate targeted investment attraction [4]. - The action plan also aims to create a digital platform for "Hubei Merchants Returning," providing comprehensive information on investment opportunities and policies [5]. Group 4: Support for Project Implementation - The action plan outlines the need for improved financial services to meet the high-quality development financing needs of returning enterprises, as well as ensuring the availability of land, labor, and energy resources [5].

5月19日，水晶光电连续5个交易日下跌，区间累计跌幅-5.74%。浙江水晶光电科技股份有限公司致力于成为"全球卓越的一站式光学解决方案专家",提供从 元器件到模组及解决方案的一站式专业服务。 财报显示，南方基金旗下南方中证500ETF为水晶光电前十大股东，今年一季度减持。今年以来收益率-0.04%，同类排名1805(总3297)。 | 南方中证500ETF | | --- | | 今年以来各阶段业绩及同类排名 | | 阶段涨幅 | 季度涨幅 年度涨幅 | | | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | -1.23% | 2.96% | -3.71% | -3.61% | -0.04% | | 同类平均0 | 0.58% | 3.69% | -1.64% | -0.06% | 1.64% | | 沪深300 | -0.35% | 2.77% | -1.60% | -2.51% | -1.47% | | 跟踪标的� | -1.26% | 2.88% | -3.75% | -3.64% ...

Economic Overview - In the first four months of 2023, multiple economic indicators showed a year-on-year growth acceleration compared to Q1, indicating stable growth in production and demand, overall stable employment, and the accumulation of new growth drivers [1][4] - The National Bureau of Statistics reported that the total value of goods imports and exports increased by 2.4% year-on-year, accelerating by 1.1 percentage points compared to Q1 [4] Industrial Growth - In April, the industrial added value of large-scale enterprises increased by 6.1% year-on-year, exceeding market expectations by 0.9 percentage points [2] - Among 41 major industries, 36 experienced year-on-year growth, indicating a broad growth base [2] - High-tech manufacturing added value grew by 10% year-on-year, significantly outpacing overall industrial growth [2][3] New Growth Drivers - In April, production of new energy vehicles and lithium-ion batteries for vehicles surged by 38.9% and 61.8% respectively, showcasing rapid growth in smart products [3] - The manufacturing value added of smart drones and smart vehicle-mounted equipment increased by 74.2% and 29.3% respectively, far exceeding the overall industrial growth rate [3] Employment Situation - The urban surveyed unemployment rate in April was 5.1%, a decrease of 0.1 percentage points from the previous month, marking two consecutive months of decline [7] - The average urban surveyed unemployment rate for January to April was 5.2%, consistent with the same period last year [7] Investment Trends - From January to April, fixed asset investment (excluding rural households) reached 147,024 billion yuan, growing by 4.0% year-on-year, with a 0.10% month-on-month increase in April [5][6] - The focus on improving and safeguarding livelihoods, along with significant regional strategies, is expected to drive sustained investment growth [6]

工业增加值同比增速超市场预期 国家统计局发布数据显示，4月份全国规模以上工业增加值同比增长6.1%，环比增长0.22%。全国规模以上工业增加值同比表现高于Wind统计的市场预期平均值0.9 个百分点。 5月19日，国家统计局发布数据显示，1—4月，多项经济指标同比增速较一季度有所加快，整体看，生产需求平稳增长，就业形势总体稳定，新动能积聚成长， 国民经济顶住压力稳定增长。 国家统计局新闻发言人、国民经济综合统计司司长付凌晖在国新办新闻发布会上表示，4月份主要指标平稳较快增长，但也要看到外部不稳定不确定性因素仍然较 多，国民经济持续回升向好基础还需进一步稳固。 从增长面来看，4月份，41个大类行业中，36个行业同比增长，增长面超过八成。 付凌晖表示，"6.1%"的同比增速在去年以来的月度增速中是比较高的速度。今年以来，工业生产平稳较快增长，有宏观政策效能持续释放，"两重"建设、"两新"政 策激发内需潜力的拉动，也有产业转型升级、持续深入、创新发展动能增强的影响。 尤其是"工业转型升级持续"和"工业新动能不断壮大"两条腿走路。4月份，规模以上高技术制造业增加值同比增长10%，明显快于规模以上工业增长。从行业来看， ...

Group 1: Economic Development and Open Policies - Hubei province is enhancing its hub capabilities and striving to build an inland open highland, focusing on regional cooperation and optimizing industrial layout [1][2] - The province aims to promote development through openness, establishing a modern industrial system that reflects Hubei's advantages [1][3] - Hubei has attracted over 325 Fortune 500 companies and more than 10,000 foreign-invested enterprises, emphasizing the importance of foreign investment in developing new productive forces [2][3] Group 2: Automotive and High-Tech Industries - Dongfeng Motor's Yunfeng factory produces a new energy vehicle every 118 seconds, marking a significant milestone with the production of the 10 millionth new energy vehicle [2] - Hubei's high-tech sectors, including new energy vehicles and integrated circuits, saw an 18.1% increase in exports, with high-value products accounting for over half of total exports [3][4] - The automotive supply chain in Hubei is becoming more resilient, with over 400 manufacturing foreign-funded enterprises concentrated in the region [2][3] Group 3: Logistics and Transportation Infrastructure - Hubei is enhancing its logistics system by opening new shipping routes, such as the direct shipping line from Indonesia to Wuhan, which reduces logistics costs [5][6] - The province has established a multi-modal transport system, integrating rail, water, and road transport to improve efficiency and reduce costs by 15% [6][7] - Wuhan Yangluo Port has become the largest container terminal in the middle and upper reaches of the Yangtze River, with 35 container shipping routes established [5][6] Group 4: Business Environment and Cost Reduction - Hubei is implementing reforms to create a market-oriented, law-based, and international business environment, including customized land supply services to reduce costs for enterprises [7][8] - The province has reduced the number of required documents for business approvals from 27 to 9, significantly shortening the approval time from over 120 days to around 40 days [9] - Hubei aims to build a competitive cost advantage and improve government services, with over 1,000 items now available for processing across the province [9]

会打太极的人形机器人、可以背在身上的激光打印设备、1.6T光模块、500万像素红外探测仪……5月15 日至5月17日，以"光联万物、智引未来"为主题的第20届"中国光谷"国际光电子博览会(以下简称"光博 会")在中国光谷科技会展中心举办，记者在展会现场看到，多家企业集中展示光通信、激光等光电子信 息领域的最新科技成果。 "在光博会上，许多'全球首创''行业首发'亮相，全球光电子信息产业资源在这里汇聚，多家企业的产品 代表了光电子信息领域的最新技术和市场趋势。光博会已成为行业'风向标'。"国际光学委员会副主席 顾波在接受《证券日报》记者采访时表示。 智参智库特聘专家袁博在接受《证券日报》记者采访时表示，光电子信息产业在推动科技进步、产业升 级和经济发展中发挥着关键作用。我国光电子信息产业在国际上已占据领先地位，产业规模已领先欧 洲、北美、日韩等地，位列全球第一。"随着核心领域技术不断突破，且形成了国际市场的竞争力，我 国光电子信息产业正处于从规模领跑到技术引领的转型阶段。"袁博说。 "首发""首展" 成行业创新"风向标" 激光、光模块以及红外传感器是我国在光电子信息产业中具有创新先发优势的细分领域。 "本届光博 ...

序号 内容 页码 北京市盈科律师事务所关于武汉长盈通光电技术股份有限公司发行股 份及支付现金购买资产的法律意见书 北京市盈科律师事务所关于武汉长盈通光电技术股份有限公司发行股 份及支付现金购买资产的补充法律意见书（一） 北京市盈科律师事务所 法律意见书 北京市盈科律师事务所 关于武汉长盈通光电技术股份有限公司 发行股份及支付现金购买资产的 法律意见书 北京市朝阳区金和东路 20 号院正大中心 2 号楼 19-25 层 北京市盈科律师事务所 法律意见书 目 录 北京市盈科律师事务所 法律意见书 北京市盈科律师事务所 关于武汉长盈通光电技术股份有限公司 发行股份及支付现金购买资产的 法律意见书 致：武汉长盈通光电技术股份有限公司 北京市盈科律师事务所（以下简称"本所"）是具有中华人民共和国（以下 简称"中国"）法律执业资格的律师事务所。本所接受武汉长盈通光电技术股份 有限公司（以下简称"长盈通"）的委托，担任长盈通本次拟实施的发行股份及 支付现金购买武汉创联智光科技有限公司、李龙勤、宁波铖丰皓企业管理有限公 司（以下合称"交易对方"）持有的武汉生一升光电科技有限公司（以下简称"标 的公司"）100.00%股权事宜 ...

持续创新打造核心技术平台，差异化竞争把握客户资源 公司自主研发建立"光学薄膜类技术""精密光学类技术""模压玻璃非 球面类技术""光纤器件类技术""衍射光学类技术""精密光学机械与 电子集成类技术"六大类核心技术平台，可实现部分产品垂直整合与规模 化、低成本量产。在光通信领域，公司可稳定量产面形精度为λ/10 的光 学元件，掌握 WSS 模块球柱镜双偏心控制技术，支撑 DWDM 系统扩容与 ROADM 全光交叉组网，连接超大规模数据中心。在光纤激光领域，公司高 功率镀膜光纤线最大承载 500W（135μm 纤芯），实现 400W 产品量产， 产品具有较高激光损伤阈值，适配高功率光纤激光器升级需求。 公司报告 首次覆盖报告 腾景科技（688195） 证券研究报告 精密光学元组件领军者，多应用领域布局开拓新增长极 精密光学元组件有望受益 AI 算力增长，新兴应用领域增长强劲 聚焦光学光电子领域，协同推进三大发展战略。公司专业从事各类精密光 学元组件、光纤器件研发、生产和销售，立足光学光电子行业，全面推进 技术创新战略、多应用领域战略、智能制造战略。公司经营业绩总体稳步 上升，2024 年实现总营收 4.45 亿元 ...

1）细分持仓比例及变动：25Q1 电子行业基金持仓总市值约 2344 亿，占比 18.09%，环比 24Q4 提升 1.25pct，细分板块中半导体持仓占 比显著提升，消费电子保持稳定，元件板块有小幅下降。其中半导体/电子化学品/光学光电子/其他电子/消费电子/元件持仓占比分别达 到 10.69%/0.43%/0.66%/0.08%/4.62%/1.61%，环比提升 2.02/0.06/0.01/-0.09/0/-0.76pct。 行业报告 | 行业专题研究 消费电子 证券研究报告 25Q1：AI 业绩红利兑现伊始、机构持仓稳定，看好算力开支及新机带动下的板块修复机遇 电子及消费电子行业基金持仓情况：国产算力+国补政策助推 25Q1 基金持仓比例进一步抬升至 18.09%，大幅超配。 元件及光学光电子板块 25Q1 业绩总结：AI 业绩红利开始显著兑现。1）被动元件：汽车及 AI 算力已经成为新动能。2）PCB：作为业绩 增速较为亮眼的子行业板块，显著受益于高速 PCB 的旺盛需求。沪电股份：25Q1 公司实现营收 40.38 亿元，yoy+56%，实现归母净利润 7.62 亿元，yoy+48%，延续高速增长 ...