证券代码：688291 证券简称：金橙子 上市地点：上海证券交易 所 北京金橙子科技股份有限公司 二〇二五年八月 北京金橙子科技股份有限公司 发行股份及支付现金购买资产并募集配套资金预案（摘要） 上市公司声明 发行股份及支付现金购买资产并募集配 套资金预案（摘要） 项目 交易对方 汪永阳、黄猛、许广英、王璞玉、王健丞、陈亮、王琳、郭 发行股份购买资产 春伟等 8 名长春萨米特光电科技有限公司股东 募集配套资金 不超过 35 名符合中国证监会规定的特定投资者 本公司及全体董事、高级管理人员保证本预案及其摘要内容的真实、准确、 完整，对预案及其摘要的虚假记载、误导性陈述或重大遗漏负相应的法律责任。 本公司控股股东、实际控制人及其一致行动人、董事、高级管理人员承诺： 如本次交易所披露或提供的信息涉嫌虚假记载、误导性陈述或者重大遗漏，被司 法机关立案侦查或者被中国证监会立案调查的，在形成调查结论以前，不转让在 上市公司拥有权益的股份，并于收到立案稽查通知的两个交易日内将暂停转让的 书面申请和股票账户提交上市公司董事会，由董事会代为向证券交易所和证券登 记结算机构申请锁定；未在两个交易日内提交锁定申请的，授权董事会核实 ...

珠海光库科技股份有限公司董事会 关于本次交易符合《创业板上市公司持续监管办法（试行）》 第十八条、第二十一条和《深圳证券交易所上市公司重大资产 重组审核规则》第八条规定的说明 珠海光库科技股份有限公司 董事会 标的公司是一家专注于光通信领域光无源器件的研发、生产和销售的高新技术企 业，主要产品广泛应用于下游的数据中心、数据通讯、长途传输、无线基站、电力通 信机房，以及光纤到户等领域，曾获得江苏省专精特新中小企业、江苏省三星级上云 企业、苏州市工程技术研究中心、苏州市工业设计中心、苏州市智能车间、江苏省民 营科技企业、瞪羚企业、苏州市光通信产业 20 强等荣誉称号。根据《国民经济行业 分类》（GB/T4754-2017），标的公司所属行业为"C3976 光电子器件制造"，符合 创业板行业领域要求，不属于《深圳证券交易所创业板企业发行上市申报及推荐暂行 规定（2024 年修订）》第五条所列的原则上不支持在创业板上市的行业类型。上市 公司与标的公司同属于光通信领域企业，标的公司与上市公司处于同行业。 因此，本次交易的标的资产所属行业符合创业板定位，且与上市公司处于同行业。 本次交易符合《创业板持续监管办法》第十八条 ...

证券代码：300301 证券简称：ST长方 公告编号：2025-056 深圳市长方集团股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市长方集团股份有限公司（以下简称"公司"）于 2025 年 8 月 4 日召开第 五届董事会第十二次会议，审议通过了《关于拟公开挂牌转让公司部分资产的议案》。 根据公司现状及未来发展规划，为盘活公司资产、提升公司盈利能力，公司拟通过公 开挂牌方式打包转让公司名下的坪山长方工业园和长方集团楼（以下合称"标的资 产"）。 根据上海众华资产评估有限公司(以下简称"众华评估")对标的资产出具的评估 报告，公司拟以 37,431 万元的挂牌底价在深圳联合产权交易所股份有限公司（以下简 称"产交所"） 公开挂牌转让标的资产，出价最高者竞得；若首次挂牌期满未能征 集到符合条件的意向受让方，公司拟以不低于 31,068 万元的价格进行二次挂牌。两次 挂牌时长均为 5 个工作日，若两次公开挂牌仍未能征集到符合条件的意向受让方或未 能最终成交，公司将终止标的资产挂牌事宜。 本次交易将通过公开挂牌的方式转让，尚无法确定交易对手方及交 ...

股票代码：688143 股票简称：长盈通 上市地点：上海证券交易所 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报告书（草案）摘要 （上会稿） 买资产 李龙勤 独立财务顾问 二〇二五年八月 上市公司声明 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报告书（草案）摘要 本公司及全体董事、监事、高级管理人员保证重组报告书及本报告书摘要 内容的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并对其 真实性、准确性和完整性承担相应的法律责任。 本公司控股股东、实际控制人及其一致行动人、董事、监事、高级管理人 员承诺：如本次交易所披露或提供的信息涉嫌虚假记载、误导性陈述或者重大 遗漏，被司法机关立案侦查或者被中国证监会立案调查的，在形成调查结论以 前，不转让在上市公司拥有权益的股份，并于收到立案稽查通知的两个交易日 内将暂停转让的书面申请和股票账户提交上市公司董事会，由董事会代其向证 券交易所和证券登记结算机构申请锁定；未在两个交易日内提交锁定申请的， 授权董事会核实后直接向证券交易所和证券登记结算机构报送本人或本单位的 身份信息和账户信息并申请锁定；董事会未向证券交易所和证券登记结 ...

据披露，坪山长方工业园建筑面积为6.81万平方米，使用期限从2008年11月10日至2058年11月9日止， 公允价值2.99亿元(截至2024年12月31日，含土地使用权)。 根据上市公司与政府相关部门签订的《深圳市土地使用权出让合同书》约定，转让坪山长方工业园时， 受让人应当符合多项条件，包括从事行业为光电子器件及其他电子器件制造中的半导体光电器件；深圳 注册的企业法人，注册资本不低于6000万元；从事半导体光电器件生产经营3年以上，且经营状况良 好；有符合该地块项目准入条件的具体项目；项目投资总额2.5亿元以上，项目资金来源明确，自有资 金占项目投资总额的比例不低于30%等。 截至公告披露日，交易标的存在资产抵押情形。同时，因与深圳新益昌科技股份有限公司诉讼纠纷，其 向法院申请查封了ST长方名下坪山工业园，涉案金额为509.26万元。 8月4日晚间ST长方（300301）公告，公司当日召开第五届董事会第十二次会议，审议通过了《关于拟 公开挂牌转让公司部分资产的议案》。根据公司现状及未来发展规划，为盘活公司资产、提升公司盈利 能力，公司拟通过公开挂牌方式打包转让公司名下的坪山长方工业园和长方集团楼(下称" ...

Core Viewpoint - The report highlights the significant growth in revenue and profit for Optics Technology Holding Co., Ltd. in the first half of 2025, driven by advancements in infrared optical materials and high-performance aluminum alloys. Company Overview and Key Financial Indicators - The company reported a revenue of approximately 1.02 billion yuan, representing a 78.20% increase compared to 572.24 million yuan in the same period last year [2] - The net profit attributable to shareholders reached approximately 24 million yuan, a turnaround from a loss of 35.41 million yuan in the previous year, marking a 167.77% increase [2] - The basic earnings per share improved to 0.1743 yuan from a loss of 0.2572 yuan [2] - The total assets increased by 3.16% to approximately 4.20 billion yuan from 4.07 billion yuan at the end of the previous year [2] Business Operations - The company operates in the infrared optical and high-performance aluminum alloy sectors, with products used in security monitoring, industrial inspection, aerospace, and electronic information [3][4] - The infrared optical materials include germanium, zinc selenide, and sulfide glass, forming a complete industrial chain from materials to system integration [4][10] - The high-performance aluminum alloys are utilized in aerospace and automotive industries, focusing on lightweight and high-strength applications [7][8] Industry Context - The infrared optical materials market is experiencing growth due to increasing demand in security and industrial applications, with a notable rise in civilian infrared germanium consumption [4][5] - The global market for cooled infrared detectors is projected to grow from 21.51 billion yuan in 2023 to 187.30 billion yuan by 2030 [5] - The company is positioned as a leading supplier in the domestic infrared materials market, addressing critical supply chain issues [10][15] Competitive Position - The company holds advanced technologies in crystal growth, zinc selenide production, and detector manufacturing, establishing itself as a key player in the infrared optical materials sector [15][17] - It is recognized as the largest domestic supplier of infrared materials and has developed proprietary technologies for high-purity germanium single crystal production [15][16] - The company has a strong patent portfolio with 520 patents, enhancing its competitive edge in the market [16] Product and Market Development - The company’s product offerings include infrared materials, detectors, lenses, and high-performance aluminum alloy components, catering to various industries [10][12] - Recent innovations include the SMART monocular handheld thermal imager, which won the German iF Design Award, showcasing the company's commitment to product development [14] - The demand for high-performance aluminum alloys is increasing, particularly in the nuclear energy sector, as the industry expands [15][18]

Group 1 - In June, the revenue of industrial enterprises above designated size increased by 1.0% year-on-year, maintaining the same growth rate as in May [1] - The total profit of these enterprises reached 715.58 billion yuan, with a year-on-year decline narrowing by 4.8 percentage points compared to May [1] - The manufacturing sector showed significant improvement, with profits turning from a decline in May to a growth of 1.4% in June [3] Group 2 - The equipment manufacturing industry played a crucial role, with June revenue increasing by 7.0% year-on-year, accelerating by 0.3 percentage points compared to May [3] - Profits in the equipment manufacturing sector grew by 9.6%, contributing to a 3.8% increase in total industrial profits [3] - High-end, intelligent, and green manufacturing is advancing, with industries such as electronic materials, smart consumer devices, and lithium-ion batteries seeing profit increases of 68.1%, 40.9%, and 72.8% respectively [5] Group 3 - The "Two New" policies continue to show positive effects, leading to significant profit improvements in related industries [7] - In June, industries such as medical instruments and general components manufacturing experienced rapid profit growth due to large-scale equipment updates [7] - From January to June, the cumulative revenue of industrial enterprises above designated size grew by 2.5% [7]

Group 1 - In June, profits of China's industrial enterprises above designated size decreased by 4.3% year-on-year, a reduction in decline by 4.8 percentage points compared to May [1] - The manufacturing sector showed significant improvement, with profits shifting from a 4.1% decline in May to a 1.4% increase in June [1] - Cumulatively, from January to June, profits of industrial enterprises above designated size fell by 1.8% year-on-year [1] Group 2 - In June, the operating income of industrial enterprises increased by 1.0% year-on-year, maintaining the same growth rate as in May, which supports profit recovery [1] - The equipment manufacturing sector's operating income grew by 7.0% year-on-year, accelerating by 0.3 percentage points from May, with profits turning from a 2.9% decline in May to a 9.6% increase in June [1] - The automotive industry saw a remarkable profit increase of 96.8% due to promotional activities and investment returns from key enterprises [1] Group 3 - Profits in high-end, intelligent, and green manufacturing sectors grew rapidly in June, with electronic special materials manufacturing, aircraft manufacturing, and marine engineering equipment manufacturing seeing profit increases of 68.1%, 19.0%, and 17.8% respectively [2] - The lithium-ion battery manufacturing and biomass energy generation sectors reported profit increases of 72.8% and 24.5% respectively [2] - The smart unmanned aerial vehicle manufacturing and computer assembly manufacturing sectors experienced profit growth of 160.0% and 97.2% respectively, driven by the effectiveness of the consumption upgrade policy [2]

Summary of the Conference Call for Shijia Photonics Company Overview - **Company**: Shijia Photonics - **Acquisition Target**: Dongguan Foxima, acquiring 82.3% of shares to enhance technical strength and market competitiveness [2][3] Key Points and Arguments - **Acquisition Purpose**: The acquisition aims to address the MPX chip shortage and enhance the long-term competitiveness of the MPO business by securing production capabilities for MTX chips [2][6] - **Financials of Foxima**: As of Q1 2025, Foxima reported revenues of 82.57 million yuan and a net profit of 30.68 million yuan [2][3] - **Shareholding Structure**: The shareholding arrangement considers the cyclical holding issues of the optoelectronic fund and the willingness of minority shareholders to support long-term development [2][5] - **Production Capability**: The acquisition will allow Shijia Photonics to gain production process capabilities for MTX chips, ensuring a stable supply and reducing overall product costs [6] - **Competitive Position**: Foxima is a leading domestic supplier of METX chips, with competitive product matrix and technical capabilities compared to overseas rivals, though it faces challenges in customer certification and talent retention [7] Industry Dynamics - **Market Demand**: The demand for AWG and MPO businesses remained stable in Q2, with Shijia Photonics maintaining a strong performance despite tariff pressures [4][9] - **Tariff Impact**: New tariffs imposed by the Trump administration on Southeast Asian countries are expected to have a minimal impact on Shijia Photonics, as clients can apply for exemptions [12] - **Supply Chain Stability**: The company has not faced significant material supply issues in Q2, with good collaboration with fiber and cable manufacturers [15] Additional Insights - **Cost Optimization**: While specific quantitative data on cost optimization from the acquisition is not available, the synergy effects are expected to gradually reflect in gross margins [8] - **Future Developments**: The company is actively working on audits and evaluations related to the acquisition, with updates expected in August [10] - **Product Development**: Shijia Photonics is progressing well with its core product AWT, with healthy demand and production ramp-up [17] - **Market Coverage**: The company currently does not have a systematic focus on the new 800G MWDM demand [18] This summary encapsulates the key aspects of Shijia Photonics' conference call, highlighting the strategic acquisition, financial performance, industry dynamics, and future outlook.

Core Viewpoint - The acquisition of Wuhan Jabil by Guangku Technology aims to enhance its product line and market position in the optical components sector, leveraging Jabil's existing capabilities and customer resources [1][2]. Group 1: Acquisition Details - Guangku Technology announced the acquisition of Wuhan Jabil for a total consideration of $17 million plus adjustments based on the company's net cash and transaction costs at closing [1][2]. - The acquisition will result in Guangku Technology holding 100% of Wuhan Jabil, making it the sole shareholder [1]. Group 2: Financial Performance - Wuhan Jabil reported a revenue of 241 million yuan and a net profit of 6.5164 million yuan in 2024, with a total asset value of 294 million yuan at the end of the first quarter [1]. - JBL, the parent company of Wuhan Jabil, experienced a significant decline in net profit, reporting approximately $200 million, down 80% year-on-year [1]. Group 3: Strategic Benefits - The acquisition is expected to optimize Guangku Technology's customer structure, enrich its product line, and expand production scale, thereby enhancing overall competitiveness [2]. - Guangku Technology's products are widely used in core areas of the optical fiber laser, optical fiber communication, and data center industries, with a total revenue of 999 million yuan in the previous year, reflecting a year-on-year growth of approximately 40% [2]. Group 4: Future Development Plans - Guangku Technology plans to focus on the development of optical fiber laser devices, optical communication devices, lithium niobate modulators, and photonic integrated devices [3]. - The company aims to enhance its integrated multifunctional component offerings and expand into the laser radar integration module market, particularly with 1550nm emitting light source modules [3]. - In 2024, Guangku Technology increased its R&D investment in high-speed lithium niobate modulator chips and laser radar light source modules, with R&D expenses reaching 141.49 million yuan, a year-on-year increase of 14.19% [3].