前十大流通股东累计持有： 9552.53万股，累计占流通股比： 39.84%，较上期变化： -513.98万股。 | 名称 持有数量(万股) | | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 富联裕展科技(深圳)有限公司 | 2031.33 | 8.47 | 不变 | | 深圳市达晨财智创业投资管理有限公司-深圳市达晨创通股 | | | | | 权投资企业(有限合伙) | 1578.45 | 6.58 | -54.68 | | 王文涛 | 1368.37 | 5.71 | 不变 | | 国家制造业转型升级基金股份有限公司 | 911.99 | 3.80 | 不变 | | 卢源远 | 868.54 | 3.62 | 不变 | | 赵严 | 608.79 | 2.54 | 不变 | | 杨影 | 581.48 | 2.43 | 不变 | | 东台凌杰企业管理合伙企业(有限合伙) | 551.61 | 2.30 | -45.71 | | 印永强 | 529.14 | 2.21 | 不变 | | 东台凌光企业管理合伙企业(有限合伙) ...

二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 33139.08万股，累计占流通股比： 65.15%，较上期变化： 1449.46万股。 | 持有数量(万股) 名称 | | 占总股本比例 | 增减情况 | | --- | --- | --- | --- | | | | (%) | (万股) | | 北方光电集团有限公司 | 11948.25 | 23.49 | 不变 | | 中兵投资管理有限责任公司 | 10676.53 | 20.99 | 不变 | | 湖北华光新材料有限公司 | 6300.38 | 12.38 | 不变 | | 嘉实基金-中兵投资管理有限责任公司-嘉实基金-天璇单 一资产管理计划 | 1017.00 | 2.00 | 不变 | | 南方军工改革灵活配置混合A | 962.43 | 1.89 | 新进 | | 国投瑞银国家安全混合A | 797.07 | 1.57 | 新进 | | 广发基金-中兵投资管理有限责任公司-广发基金-天枢单 | | | | | 一资产管理计划 | 507.59 | 1.00 | 不变 | | 余斌 | 407.52 | 0.80 | 35.54 | ...

| 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.4051 | 0.1360 | -397.87 | 0.1396 | | 每股净资产（元） | 4.62 | 4.99 | -7.41 | 4.9 | | 每股公积金(元) | 2.73 | 2.67 | 2.25 | 2.66 | | 每股未分配利润(元) | 0.71 | 1.17 | -39.32 | 1.11 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 12.97 | 22.01 | -41.07 | 25.13 | | 净利润(亿元) | -2.06 | 0.69 | -398.55 | 0.71 | | 净资产收益率(%) | -8.51 | 2.75 | -409.45 | 2.88 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 31689.62万股，累计占流通股比： 62.3%，较上期变化： ...

蓝特光学4月28日大宗交易平台共发生3笔成交，合计成交量130.00万股，成交金额2730.00万元。成交价 格均为21.00元，相对今日收盘价折价9.17%。 证券时报·数据宝统计显示，蓝特光学今日收盘价为23.12元，下跌2.20%，日换手率为1.71%，成交额为 1.60亿元，全天主力资金净流出615.85万元，近5日该股累计下跌1.53%，近5日资金合计净流入1164.00 万元。 两融数据显示，该股最新融资余额为1.32亿元，近5日减少1854.46万元，降幅为12.28%。 机构评级来看，近5日共有1家机构给予该股评级，预计目标价最高的是中金公司证券，4月25日中金公 司证券发布的研报预计公司目标价为32.00元。（数据宝） 4月28日蓝特光学大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 44.00 | 924.00 | 21.00 | -9.17 | 中国 ...

Core Viewpoint - Zhongrun Optical plans to acquire 51% of Hunan Dais Optical Co., Ltd. to enhance its optical technology research and product development platform, accelerating strategic implementation [1] Group 1: Acquisition Details - The total funding required for the acquisition is 158.10 million yuan, with part of the funds coming from over-raised capital and the rest from self-owned funds and acquisition loans [1] - Dais Optical's projected revenue and net profit for 2024 are 122 million yuan and 1.62 million yuan, respectively, while for Q1 2025, they are expected to be 28.61 million yuan and 1.07 million yuan [1] - The profit commitment for Dais Optical from 2025 to 2027 is a total of 90 million yuan, with specific annual commitments of 21 million yuan for 2025, 29 million yuan for 2026, and 40 million yuan for 2027 [1] Group 2: Dais Optical's Market Position - Dais Optical has established stable partnerships with well-known domestic and international clients across various sectors, including industrial lasers, optical communications, and biomedical applications [2] - The company’s products, such as high-power cylindrical lenses and polarization beam splitters, are widely used in industrial laser applications and automotive LiDAR markets, with major clients including Chuangxin Laser and KAPL [2] - Dais Optical collaborates with numerous research institutions, including Tsinghua University and the Chinese Academy of Sciences, in cutting-edge fields like quantum communication and biomedical applications [2] Group 3: Strategic Implications for Zhongrun Optical - The acquisition is expected to enhance Zhongrun Optical's technical capabilities and core competitiveness in the optical field, allowing for mutual support in product design and manufacturing [3] - The transaction aligns with the company's strategy to strengthen its supply chain and pursue external growth opportunities, which is in line with capital market trends [3] - Zhongrun Optical aims to leverage its platform and resources to seek complementary acquisition targets that can enhance operational efficiency and drive growth [4]

Group 1 - The "20 Measures for Promoting High-Quality Development of the Private Economy in Wuhan" focuses on six key areas: innovation, talent, financing, enterprise cultivation, market, and environment [1][2] - The first measure emphasizes the development of "root enterprises," which are defined as companies with source innovation capabilities, ecological leadership, and long-term growth potential [1] - Wuhan aims to cultivate a batch of leading enterprises in their respective industries over the next ten years to participate in both domestic and international competition [1] Group 2 - The city will organize over 100 offline private capital promotion meetings annually, targeting sectors such as artificial intelligence, optoelectronics, fintech, digital economy, and biomedicine to broaden private capital investment channels [2] - The innovation support includes increasing special fund support ratios, promoting technology platform services, and implementing the "Technology Vice President" program [2] - Talent policies will prioritize the needs of enterprises, innovate evaluation mechanisms, and provide housing benefits for young talents [2] - Financing initiatives will include multiple loan pilot programs, support for fund establishment, and the development of patient capital [2] - The enterprise cultivation strategy involves the "Seedling Project," which focuses on selecting quality innovation and entrepreneurship "seedlings" [2] - Market development will see government project optimization in bidding processes and the opening of application scenarios to help enterprises integrate into national strategies [2] - The development environment will be improved through "immediate benefits without application" models, optimizing government services, and implementing sandbox regulation [2]

Core Viewpoint - The investment activities of private equity mogul Ge Weidong have garnered significant market attention, particularly his recent adjustments in stock holdings as revealed in the 2024 annual report and the 2025 Q1 report of listed companies [1]. Group 1: Ge Weidong's Stock Holdings - In Q1 2025, Ge Weidong initiated a new position in Su Da Wei Ge, acquiring 1.62 million shares valued at approximately 33 million yuan, making him the seventh-largest circulating shareholder [4][6]. - He maintained his holdings in Zhaoyi Innovation, with a market value of 2 billion yuan, and did not sell any shares of *ST Chengchang despite a decline in stock price [13][16]. - Ge Weidong also increased his stake in Zhongsheng High-Tech, raising his holdings to 2.36 million shares, valued at 41 million yuan [18][19]. Group 2: Financial Performance of Su Da Wei Ge - Su Da Wei Ge reported a revenue of 1.841 billion yuan for 2024, a year-on-year increase of 6.85%, but faced a net loss of 58.05 million yuan, marking a 27.06% decline [6]. - In Q1 2025, the company generated 453 million yuan in revenue, a decrease of 3.93%, while net profit was 17.34 million yuan, reflecting a 5.99% increase year-on-year [6]. Group 3: Other Notable Investments - Ge Weidong's portfolio includes new investments in China Satellite Communications, where he acquired 8.396 million shares valued at 171 million yuan, making him the ninth-largest circulating shareholder [8][9]. - He also increased his holdings in Zhenlei Technology, maintaining 412.19 million shares, which saw a price increase of 9.63% in Q1 2025 [10][12].

□ 本报记者胡春春 当前，2025年一季报进入披露高峰期。据不完全统计，截至目前，约有近百家江苏上市公司，或在一季 报、或在与投资者交流过程中，明确表示订单充足、订单增长。从整体观察看，今年以来，新兴产业订 单增量较大，传统行业努力稳住营收，海外市场拓展成绩陆续落地，呈现出大单"亮眼"、海外订单占比 增加、高端制造占据盈利点C位等特点，尤其是许多企业海外订单营收占比超过了50%。 政策利好，手握大额订单 扬杰科技董秘范锋斌介绍，目前公司处于满产满销状态，越南二期项目也已启动，预计在2025年底实现 量产。未来公司有望凭借海外渠道和品牌优势加速海外市场渗透，全球化战略将进一步提升公司在国际 市场的综合实力。 无锡的德科立是光电子器件行业比较有代表性的江苏企业。光电子器件企业的发展，离不开国际市场锤 炼与竞争。和扬杰科技一样，德科立也非常重视海外市场的布局。去年，该公司实现营业总收入8.41亿 元，同比增长2.79%；归属净利润1亿元，同比增长9.07%，其中海外市场收入占比逾30%。德科立相关 负责人表示，随着泰国制造基地的投产运营，未来3—5年内，公司海外需求有望攀升，收益弹性或将远 超国内。 光通信行业龙头 ...

联创电子 20250126 摘要 • 联创电子 2025 年一季度光学业务营收突破 7 亿元，其中镜头销量 4.4 亿 元，模组 2.7 亿元，车载光学营收预计全年达 35-40 亿元，光学业务已占 总营收 50%以上，成为公司主业，触控显示业务同比下降，但应用终端代 工规模增长 20%。 • 公司 2025 年经营目标为营收 110 亿元，光学业务收入预计 55 亿元，力 争扭亏为盈。合肥工厂至 3 月份产能约 300 万颗，年底预计达四五百万颗， 全年规划产能 5,000 万颗，南昌和合肥车载镜头满负荷运转。 • 北美市场整车销量虽未大幅增加，但公司订单增长，可能受中美贸易及客 户缺口影响。消费类电子产品，特别是机器人和 AI 相关产品，被视为车载 后市场光学领域的第二大市场，预计三年后迎来爆发周期。 • 比亚迪车载镜头需求稳定，公司可满足其需求。去年四季度信用减值同比 减少，资产减值与 2023 年持平，存货减值周期较长但规模较大，已累计 减值七八个亿，大规模减值可能性降低。 • 一季度存货增加主要由于车载业务规模扩大，打通了从玻璃到镜头模组的 供应链，国内供应周期较长也导致存货同比增加。一季度海外客户 ...

本报记者 吴奕萱 4月27日晚间，嘉兴中润光学科技股份有限公司（以下简称"中润光学"）发布公告称，公司拟使用自有 资金和部分超募资金收购湖南戴斯光电有限公司（以下简称"戴斯光电"）51%的股权。本次交易合计所 需资金为1.58亿元，本次交易完成后，戴斯光电将成为公司的控股子公司。 据悉，中润光学是一家以视觉为核心的精密光学镜头产品和技术开发服务提供商，公司已在智慧监控、 智能检测、视频通信等多个领域形成系列化产品，并积累了核心技术。戴斯光电同样深耕光学光电子产 业链多年，产品主要包括各类精密光学元件、光学器件、光学模组及系统，主要应用于工业激光设备、 医疗设备、半导体设备、光通信、激光雷达等领域。 因此，此次交易是中润光学向综合性光学产品及技术服务提供商转型的关键一步。通过这次交易，中润 光学将进一步增强公司技术实力，为今后公司开发更多产品及提升产品性能奠定了基础，有利于提升公 司在光学领域的核心竞争力。 中国投资协会上市公司投资专业委员会副会长支培元向《证券日报》记者表示，此次交易中，戴斯光电 明确的业绩承诺意义重大。尽管从当前经营数据来看，距业绩兑现尚有差距，但这彰显了双方对其盈利 能力的信心。这向市场传 ...