——"水风光蓄一体化基地建设"专题研讨会观察 作为全球能源转型的关键路径，水风光蓄一体化开发不仅是落实"双碳"目标的重要抓手，更是推动能源 安全、生态保护与经济协同发展的战略选择。 多能互补模式为全球绿色发展提供新范式 作为中国清洁能源资源最富集的省份之一，邓超透露，为推动能源开发从单一项目向系统集成转变，四 川规划建设金沙江上游、金沙江下游、雅砻江流域、大渡河中上游四个水风光蓄一体化基地，其中，雅 砻江流域水风光一体化开发的实践更富成效。 作为国家"十四五"规划纲要明确的九大清洁能源基地之一，雅砻江流域水风光一体化基地本阶段规划规 模7800万千瓦，2035年建成后每年可贡献绿色电能约2000亿千瓦时，随着资源条件的进一步落实，雅砻 江基地将是全球规模最大的水风光互补基地。 "目前，基地已投产清洁能源装机近2100万千瓦，在建装机约1340万千瓦，累计发电量超1.1万亿千瓦 时，以锦屏、官地水电站为起点的锦苏特高压直流输电工程已累计输送电量超4300亿千瓦时，是'西电 东送'输送电量最多、效益最突出的线路。"国投集团雅砻江流域水电开发有限公司董事长孙文良说。 记者在研讨会上了解到，目前在雅砻江流域，卡拉水电 ...

Group 1: Xinyu Guoke - Xinyu Guoke is rapidly developing in the field of explosive devices, which has become a major economic growth point for the company [1] - The company has won bids for four to five product models, and if these models can be finalized for mass production, it will bring considerable sales revenue [1] - The company has expansion plans, with a new special equipment production line project having obtained land use rights and undergoing internal technological upgrades [1] Group 2: Tianyuan Pet - The domestic pet market in China has seen rapid growth since 2010, with the urban pet (dog and cat) consumption market expected to reach 300.2 billion yuan in 2024, a 7.5% increase from 2023 [2] - The company has established an efficient multi-category product supply chain management system and is expanding production capacity in Vietnam and Cambodia [2] - The company plans to focus on its own brand, develop traditional e-commerce, and explore content e-commerce, with a projected domestic revenue of 1.431 billion yuan and a gross margin of 11.65% in 2024 [2] Group 3: Lianchuang Optoelectronics - Lianchuang Optoelectronics has introduced the progress and future plans of the "Spark One" project, which has entered the operational phase and is expected to complete key construction by 2028-2029 [3] - The company anticipates business development in 2023, focusing on upgrading laser products, expanding overseas, and ensuring delivery [3] - The company detailed the composition and R&D progress of superconducting coils in controlled nuclear fusion, highlighting the technical barriers and innovations in high-temperature superconducting technology [3] Group 4: Company Overview - Dunhe Asset Management Co., Ltd. was established on March 2, 2011, and is a domestic macro private equity fund company focused on investment in domestic and international capital markets [4] - The company has developed a multi-asset allocation strategy, utilizing various tools such as spot, futures, options, and OTC derivatives [4] - Dunhe Asset Management has an asset management scale exceeding 40 billion yuan, ranking among the top in the private equity securities investment fund industry [4]

北京金诚同达（深圳）律师事务所 关于 深圳市杰普特光电股份有限公司 法律意见书 金深法意字2025第 212 号 深圳市福田区鹏程一路广电金融中心 42 层 518038 电话：0755-2223 5518 传真：0755-2223 5528 金诚同达律师事务所 法律意见书 北京金诚同达（深圳）律师事务所 关于深圳市杰普特光电股份有限公司 法律意见书 金深法意字2025第 212 号 致：深圳市杰普特光电股份有限公司 北京金诚同达（深圳）律师事务所（以下简称"本所"）接受深圳市杰普特 光电股份有限公司（以下简称"公司"）的聘请，指派本所律师出席公司 2024 年年度股东会（以下简称"本次股东会"）并对会议的相关事项出具法律意见书。 本所律师根据《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》《上市公司股东会规则》（以下简称"《股东会规则》"）、 《律师事务所从事证券法律业务管理办法》《律师事务所证券法律业务执业规则 （试行）》等有关法律、法规和规范性文件的要求以及《深圳市杰普特光电股份 有限公司章程》（以下简称"《公司章程》"）的规定，对本次股东会的召集、 召开程序，出席会议人员 ...

Core Viewpoint - The company, United Optoelectronics, plans to acquire 100% of Dongguan Changyi Optoelectronics through a share issuance and fundraising, aiming to enhance its growth amid declining performance [1][2]. Group 1: Company Performance - In Q1 2025, United Optoelectronics reported revenue of 369 million, a year-on-year decrease of 3.54%, and a net loss attributable to shareholders of 23.99 million, significantly widening from a loss of 1.47 million in the same period last year [2]. - The gross margin improved to 27.56%, but the net margin fell to -6.69%, with operating expenses rising to 14.38% of revenue, an increase of 5.40 percentage points year-on-year [2]. Group 2: Acquisition Rationale - The acquisition aims to integrate the supply chain and technology resources of Changyi Optoelectronics, reducing reliance on a single business line [2]. - The expected synergies include: 1. Technical complementarity, as United focuses on high-end optical lenses while Changyi specializes in consumer-grade optoelectronic components, allowing shared technology platforms [3]. 2. Customer expansion, with United's optical lens business currently accounting for 100% of its revenue, while Changyi's customer base may cover consumer electronics and security sectors [3]. 3. Cost optimization, as United's R&D expenses reached 214 million in 2024, a year-on-year increase of 24.71%, which could be diluted post-acquisition [3]. Group 3: Industry Impact - The acquisition reflects a trend of consolidation in the optoelectronic industry, where companies are expanding scale and reducing costs through mergers [4]. - Successful integration of Changyi could enhance United's market share, although challenges such as cultural clashes and technical integration must be managed [4]. Group 4: Future Outlook - During the suspension period, three key signals should be monitored: 1. Details of the transaction plan, including share issuance price, fundraising scale, asset valuation, and performance commitments [5]. 2. Progress of regulatory approvals, particularly whether the transaction triggers major asset restructuring requiring review by the securities regulatory authority [5]. 3. Market reaction post-resumption; if the acquisition logic is validated, United's stock price may see valuation recovery, otherwise, it could face pressure [5]. - This acquisition represents a strategic attempt by United to navigate the downturn in the optoelectronic industry, with success hinging on the true value of the acquired asset and integration effectiveness [5].

Group 1: Core Themes of Nanjing Talent Day - Nanjing Talent Day 2025 focuses on attracting global talent and emphasizes collaboration in education, technology, and talent development [1][2] - The event highlights the integration of talent recruitment and achievement transformation, showcasing new practices in Nanjing's talent work [1][2] Group 2: Policy Innovations and Talent Support - Nanjing has over 50 universities and 120 national-level R&D platforms, aiming to create a strong ecosystem for talent and industry integration [2] - The city has introduced the "Artificial Intelligence Talent 8 Measures" to support talent in key industries, including AI, with financial incentives such as up to 3 million yuan for housing and 1 billion yuan for top talents [2][3] - A series of funds, including the AI Talent Fund and Technology Talent Achievement Transformation Fund, were launched to promote deep integration of technological and industrial innovation [2] Group 3: Technology Transfer and Innovation - Nanjing is implementing measures to enhance technology transfer by building a team of technical managers to facilitate the conversion of scientific achievements into industrial applications [3] - The city encourages universities to innovate talent training mechanisms and supports the establishment of technology transfer colleges [3] Group 4: Talent Ecosystem and Collaboration - Nanjing boasts 96 academicians and over 100 international academicians, creating a vibrant innovation environment [4] - The city has established a service mechanism for academicians to enhance collaboration and support high-level talent in driving economic development [4][5] Group 5: Youth Talent Initiatives - Nanjing Talent Day includes job fairs and youth events to attract young talent, featuring participation from local and national enterprises across various industries [6][7] - The "Qingning Practice" program offers 30,000 internship opportunities for university students, promoting practical experience and innovation [7]

Group 1 - The 20th "China Optics Valley" International Optoelectronic Exposition opened on May 16, coinciding with the International Day of Light, attracting 390 renowned companies from 12 countries and regions, showcasing nearly 100 cutting-edge technologies in the optoelectronic field [1] - The event featured over 20 meetings and special activities covering six major application areas, including laser technology, precision optics, automotive optoelectronics, and semiconductor information systems [1] - A total of 20 major investment projects were signed during the event, covering fields such as optical communication, integrated circuits, compound semiconductors, new displays, and artificial intelligence, with a total contract value of 19.52 billion yuan [1] Group 2 - The exposition aims to support Wuhan in building a nationally influential technology innovation center and a world-class optoelectronic information industry cluster, highlighting three international aspects: expanding the global network, practical international business, and upgrading the industry showcase [2] - The event introduced two major international brand activities to enhance global connections, including the UNESCO "International Day of Light" and the "Optics Valley Enterprise Open Day," allowing international enterprises and quality buyers to experience the R&D and manufacturing capabilities of "China Optics Valley" [2] - Since its inception in 2002, the exposition has successfully held 19 sessions, attracting over 6,800 top enterprises from more than 30 countries and receiving over 600,000 professional visitors, significantly promoting the development and innovation of China's optoelectronic information industry [2] Group 3 - The 20th exposition is expected to attract 60,000 professional visitors, aiming to solidify the unique advantages of the Optics Valley optoelectronic information industry and promote its high-end development [3] - The event seeks to transition the optoelectronic information industry from a unique position to an international leadership role, contributing to China's high-level technological self-reliance and accelerating the construction of a globally competitive optoelectronic information industry cluster in Hubei Province [3] - The exposition is positioned to help "China Optics Valley" accelerate its journey towards becoming "World Optics Valley" [3]

就业是民生之本。眼下正值高校毕业生就业关键期。 近日，一场为生命科学学院毕业生量身打造的双选会在天津师范大学生态记忆展馆举行。天津师范大学生命科学学院本科生李彭璘对记者 说，"我要应聘的其实是高中生物老师，但生物这一个学科它其实招的老师并不多，但是这次来到双选会，发现来了很多的单位都非常符合我 的求职意向，都招生物老师。" 记者在招聘会上看到，学院师生亲手制作的各类动植物标本、特色文创产品，向用人单位直观展示学科专业特色和人才培养成果。 天津师范大学生命科学学院学工办主任单一鸣表示，"我们想利用生态记忆展馆这样一个场馆育人的功能，为毕业生的求职过程进行赋能。我 们也想让用人单位看到除了师范的特色之外，我们的毕业生还是有多方面的才能和技艺的。" 这是2025年5月13日拍摄的2025浙江·杭州技能人才校企合作洽谈会现场。新华社记者 韩传号 摄 2025届全国普通高校毕业生规模预计达1222万人，同比增加43万人。 人力资源社会保障部、教育部、财政部4月25日联合发布《关于做好2025年高校毕业生等青年就业工作的通知》，提出17条政策举措，全力促 进高校毕业生等青年就业创业。 通知提出，大力推行"直补快办""政策 ...

5.5亿元的设备采购清单放在案头，福建中科芯源光电科技有限公司董事长张修强犯了愁："前几年研发 投入很大，现在想更新生产设备，资金成了问题。" 出人意料的是，资金主动找上了门。"福州的'四通四到'机制，帮到了我们。"张修强说。 为进一步促进民营经济发展，福建福州市着力用好服务企业"四通四到"机制——畅通联系渠道不叫不 到、沟通解决问题随叫随到、疏通政策传导说到做到、打通部门壁垒服务周到。 去年，福州市充分利用超长期特别国债资金，由市发展改革委联合相关部门组建工业领域国债要素保障 专班，为光电、新能源汽车等重点产业链提供助力。去年11月，专班在中科芯源开了一场面向高新区企 业的政策宣讲会。 "能申请的尽量申请，专班说到做到。"福州市发展改革委副主任郑礼招的话，给了张修强信心。没等会 开完，张修强就安排员工填好了申请表。他没想到，两天之内4400万元的国债资金额度就获批了。 打通壁垒，专班组成部门协同发力，实现全市企业申报工业领域超长期特别国债24小时收件、24小时办 结。福州市共有21个项目获批工业领域超长期国债资金超6亿元，带动通用设备制造、光电等行业投资 大幅增长。去年，全市规上工业增加值增长9%，工业固定 ...

Financial Performance and Challenges - The main reason for the 2024 loss was the high level of R&D investment, which was maintained at over 6% of revenue, amounting to 141 million CNY, representing 7.92% of total revenue [5][9] - The company has faced continuous losses for three years, with a goal to achieve profitability in 2025 [5][12] - The strategic projects in the special optoelectronics and automotive optoelectronics sectors have not yet shown scale effects, indicating a critical period of transformation [3][9] Strategic Focus and Development Plans - In 2025, the company aims to focus on key areas such as new domain and quality single-soldier/group intelligent equipment, and the next generation of automotive optoelectronics [8][12] - The company emphasizes innovation-driven growth, leveraging its full industry chain from optical components to complete systems [5][12] - The company plans to enhance market expansion and strengthen cooperation with leading market players [5][10] Market Position and Competitive Advantage - As a state-owned enterprise, the company benefits from platform advantages and business security effects [5][12] - The company has a clear strategy to optimize resource allocation and eliminate low-value-added businesses [3][9] - The company is actively responding to market concerns and maintaining investor interests, contributing to high-quality capital market development [4][11] R&D and Product Development - The company is committed to increasing R&D efficiency and quality, with a focus on core technology development [4][10] - Key products under development include AR-HUD, LCoS light engines, and military products, which are undergoing rapid product validation and market promotion [5][12] - The company has established a collaborative relationship with leading enterprises in the industry, enhancing its R&D capabilities [16] Governance and Management - The company has maintained a stable shareholding structure with no issues of major shareholder manipulation [4] - Management is focused on reducing costs and optimizing organizational structure to improve operational efficiency [14][19] - The company is committed to enhancing its market value management system to support high-quality development [11][14]

Economic Performance - Suqian achieved a GDP of 1079.34 billion yuan in Q1, with a year-on-year growth of 6.6% [1] - The city focuses on project attraction, signing 135 industrial projects worth over 100 million yuan, showing an increase in both quantity and scale compared to the previous year [1] Project Development - In Q1, 108 new industrial projects worth over 100 million yuan commenced, reflecting a strong commitment to project development [2] - The construction of major projects, such as the Lian-Suqian Expressway, is progressing well, with 81.4% of the total pile foundation completed [2] Policy Support - Suqian distributed 3.07 billion yuan in industrial development subsidies, benefiting over 500 projects, with a focus on streamlined access to funds for eligible enterprises [3] - The city has implemented a "one enterprise, one policy" approach to enhance service efficiency for key industries [3] Trade and Investment - Suqian is enhancing its external trade and investment environment, establishing a provincial-level characteristic park focused on brewing and a bonded logistics center [4] - The city has facilitated 30.4 billion yuan in non-repayable loans to support small and micro enterprises, marking a 10.9% increase [5] Financial Environment - The total credit loan balance for enterprises in Suqian reached 362.73 billion yuan, with a year-on-year growth of 26.63% [6] - The city is committed to improving its business environment, aiming for a "2025 Business Environment Improvement Year" to enhance operational efficiency and reduce costs for businesses [6] Talent Attraction - In Q1, Suqian attracted 48 talent technology projects, expanding the benefits of housing vouchers to more skilled workers [7] - The city aims to support over 35,000 high-skilled talents through enhanced policies [7]