杰普特9月16日大宗交易平台共发生4笔成交，合计成交量65.00万股，成交金额9286.55万元。成交价格 均为142.87元，相对今日收盘价折价8.11%。从参与大宗交易营业部来看，机构专用席位共出现在4笔成 交的买方或卖方营业部中，合计成交金额为9286.55万元，净买入9286.55万元。 （文章来源：证券时报网） 据天眼查APP显示，深圳市杰普特光电股份有限公司成立于2006年04月18日。注册资本9504.9423万人 民币。（数据宝） 9月16日杰普特大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | 业部 | | | 50.00 | 7143.50 | 142.87 | -8.11 | 机构专 | 中国中金财富证券有限公司北京科 | | | | | | 用 | 学院南路证券营业部 | | 8.00 | 1142.96 | 142.87 | -8.11 | 机构专 | 中国中金财富证券有限公司北京科 | | | ...

Core Insights - The Lian Dong U Valley Wuhan International Innovation Center project has recently been delivered, attracting 25 companies to sign contracts within just over 10 days, with 30% of these companies coming from outside the province [1][10]. Group 1: Project Overview - The innovation center covers an area of 308 acres and began construction in September 2023, with plans to build 52 standardized factories and research buildings [10]. - The first phase of the project has a construction area of 70,000 square meters, expected to accommodate over 40 advanced manufacturing enterprises [10]. Group 2: Company Involvement - Zhongju Da Company, based in Jiangsu, focuses on engineering design and chose to settle in the center to leverage the regional advantages and collaborate with other industry leaders [6]. - Bogao Optoelectronics, headquartered in Xi'an, produces fiber optic products for various sectors and has established a new factory in the innovation center, benefiting from the location and talent resources [8]. Group 3: Strategic Advantages - The center's location in Wuhan is highlighted as a strategic advantage due to its central position in China and proximity to top universities like Huazhong University of Science and Technology, which provides access to talent in the optoelectronics field [8]. - The project is supported by a large team of over 2,000 sales personnel across 600+ parks nationwide, enhancing its outreach and effectiveness in attracting businesses [8].

天眼查App显示，近日，昆明珈兆光电科技有限公司成立，法定代表人为殷俊杰，注册资本1000万人民 币，经营范围为一般项目：照明器具制造；半导体照明器件制造；照明器具生产专用设备制造；照明器 具销售；半导体照明器件销售；照明器具生产专用设备销售；电气设备销售；城乡市容管理；日用玻璃 制品制造；标准化服务；半导体器件专用设备制造；光伏发电设备租赁；太阳能发电技术服务；光伏设 备及元器件销售；发电技术服务；风力发电技术服务；贸易经纪；国内贸易代理；进出口代理；技术服 务、技术开发、技术咨询、技术交流、技术转让、技术推广；储能技术服务；通用设备制造（不含特种 设备制造）。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Investment Rating - The report maintains a "Recommended" rating for key companies in the AR glasses and optical technology sector, including GoerTek, Dongmu Co., Jingyan Technology, Tonglian Precision, and Guangfeng Technology [4]. Core Insights - The 2025 CIOE (China International Optoelectronic Exposition) showcased significant advancements in AR technology, with leading companies like JBD, GoerTek, and Luxshare Precision presenting breakthroughs in Micro LED, optical waveguides, and AR optics [1][2]. - Guangfeng Technology and Gudong Intelligent launched a new AR solution that redefines the industry pricing structure, featuring the innovative "LCoS + PVG optical waveguide" technology, which enhances light efficiency by 300% and achieves over 90% transmittance [2][3]. - The report emphasizes the continuous evolution of AR glasses technology, highlighting the importance of display, optics, assembly, and components in the industry [3]. Summary by Sections Event Overview - The 2025 CIOE was held on September 10 in Shenzhen, gathering top global optoelectronic technology and industry trends [1]. - Key exhibitors included JBD, GoerTek, and Luxshare Precision, showcasing cutting-edge products and technologies [1][2]. Technological Breakthroughs - JBD introduced the "Hummingbird II" color light engine, featuring a self-developed 0.1-inch Micro LED micro-display capable of full-color display in a compact size [1]. - GoerTek presented several new products in AR and VR, focusing on lightweight designs and high display performance [2]. - Guangfeng Technology's new AR optical solution supports a large field of view and ensures user comfort during prolonged use [2][3]. Investment Recommendations - The report suggests monitoring companies involved in various segments of the AR technology supply chain, including: - Optical waveguides: GoerTek, Luxshare Precision, Sunny Optical Technology, Crystal Optoelectronics, and Lantech Optical [3]. - Micro LED: HC Semitek, Zhaochi Co., Sanan Optoelectronics, Qianzhao Optoelectronics, and Jucan Optoelectronics [3]. - LCoS: OmniVision Technologies and Guangfeng Technology [3]. - SiC: Tianyue Advanced [3]. - MIM components: Dongmu Co., Jingyan Technology, and Tonglian Precision [3].

宏观日报 | 2025-09-12 服务行业： 1）美国8月消费者价格指数同比增长2.9%，预估为2.9%，前值为2.7%；环比增长0.4%，预期增长0.3%， 前值0.2%。美国上周初请失业金人数为26.3万人，预估23.5万人，前值23.7万人。美国短期利率期货在CPI数据公 布后上涨，交易员对美联储降息的押注更加坚定，认为到2025年底美联储至少会降息两次。2）工业和信息化部办 公厅、民政部办公厅公布智能养老服务机器人结对攻关与场景应用试点项目名单。根据名单，此次试点围绕情感 陪护、康复支持、生活照料、移乘转运、辅助行走等10类应用场景，共包含32个智能养老服务机器人项目，譬如： 智能陪护机器人研发与应用、智能康养外骨骼机器人结对攻关与场景应用。每个项目设有1个牵头单位和若干参与 单位 数据来源：iFind，华泰期货研究院 行业总览 上游：1）化工：PTA、尿素价格回落。2）农业：鸡蛋价格连续回升。 中游：1）化工：聚酯开工率上行。2）能源：电厂耗煤量提高。 关注服务业下游养老机器人试点 中观事件总览 生产行业： 1）第26届中国国际光电博览会（以下简称"光博会"）于9月10日—12日在深圳国际会展中心 ...

Core Points - The 26th China International Optoelectronic Exposition (CIOE) was held from September 10 to 12 at the Shenzhen International Convention and Exhibition Center, showcasing the entire optoelectronic industry chain [1][2][3] - The event attracted over 3,800 high-quality exhibitors from more than 30 countries and regions, covering eight major themes including information communication, precision optics, camera technology and applications, laser and intelligent manufacturing, infrared, ultraviolet, smart sensing, new displays, AR & VR, and optoelectronic innovation [1][2][3] - Notable listed companies in the optoelectronic field, such as Han's Laser, Ruichuang Micro-Nano, Phoenix Optical, Gaode Infrared, Guangxun Technology, and GoerTek, presented cutting-edge products and the latest research and development achievements at the expo [1][2][3]

9月10日，国科天成跌0.32%，成交额1.18亿元。两融数据显示，当日国科天成获融资买入额944.33万 元，融资偿还1213.92万元，融资净买入-269.59万元。截至9月10日，国科天成融资融券余额合计1.97亿 元。 融资方面，国科天成当日融资买入944.33万元。当前融资余额1.97亿元，占流通市值的3.84%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，国科天成9月10日融券偿还3000.00股，融券卖出300.00股，按当日收盘价计算，卖出金额 1.29万元；融券余量1100.00股，融券余额4.73万元，超过近一年70%分位水平，处于较高位。 资料显示，国科天成科技股份有限公司位于北京市海淀区北清路81号一区4号楼9层901室，成立日期 2014年1月8日，上市日期2024年8月21日，公司主营业务涉及红外热成像等光电领域的研发、生产、销 售与服务业务。主营业务收入构成为：光电业务84.32%，导航业务6.86%，信息系统5.30%，遥感业务 2.69%，其他0.84%。 截至6月30日，国科天成股东户数1.53万，较上期增加7.03%；人均流通股2343股，较上期减少6.57 ...

Core Viewpoint - Shenzhen Lehman Optoelectronics Co., Ltd. has announced its fourth equity incentive plan, aiming to enhance the long-term incentive mechanism and align the interests of the core team with the company's development [1][2] Group 1: Equity Incentive Plan Details - The company plans to grant 16 million restricted shares at a price of 9 yuan per share to no more than 138 core personnel, representing approximately 3.81% of the total share capital [1] - The initial grant focuses on key personnel, including directors, senior management, middle management, and core technical staff, with an additional 2 million shares reserved for future talent acquisition [1] - A dual assessment mechanism is established, linking incentives to performance, with net profit as the core indicator for the years 2025 to 2027 [1] Group 2: Performance Assessment Criteria - The assessment thresholds for net profit attributable to shareholders are set at 8 million yuan for 2025, 32 million yuan for 2026, and 80 million yuan for 2027, with target values of 10 million yuan, 40 million yuan, and 100 million yuan respectively [1] - The high performance assessment standards reflect the company's confidence in future growth and aim to create positive expectations in the capital market [2] - The incentive plan is designed to motivate the core team, aligning shareholder, company, and individual interests to attract and retain talent [2]

Core Viewpoint - Lianchuang Optoelectronics experienced a 5.02% increase in stock price, reaching 60.93 CNY per share, with a trading volume of 606 million CNY and a market capitalization of 27.633 billion CNY as of September 5 [1] Company Overview - Jiangxi Lianchuang Optoelectronics Technology Co., Ltd. was established on June 30, 1999, and listed on March 29, 2001. The company is located in Nanchang, Jiangxi Province, and specializes in the research, production, and sales of semiconductor laser series, microelectronic components, high-temperature superconducting induction equipment, intelligent control products, backlight source products, optoelectronic communication, and intelligent equipment cables and metal materials [1] - The revenue composition of the company is as follows: Intelligent control 49.81%, Backlight source and applications 36.15%, Laser series and traditional LED chip products 7.77%, Optoelectronic communication and intelligent equipment cables and metal materials 4.45%, Other (supplement) 1.83% [1] Fund Holdings - Zhongyou Fund has a significant holding in Lianchuang Optoelectronics, with its fund "Zhongyou Multi-Strategy Flexible Allocation Mixed Fund" (000706) holding 30,000 shares, accounting for 4.31% of the fund's net value, making it the fifth-largest holding. The estimated floating profit today is approximately 87,300 CNY [2] - The fund was established on July 24, 2014, with a latest scale of 40.5747 million CNY. Year-to-date return is 1.37%, ranking 7563 out of 8178 in its category; the one-year return is 18.38%, ranking 5666 out of 7978; and the return since inception is 57.1% [2] Fund Manager Information - The fund manager of Zhongyou Multi-Strategy Flexible Allocation Mixed Fund is Yan Yicheng, who has been in the position for 5 years and 130 days. The total asset scale of the fund is 23.124 billion CNY, with the best fund return during his tenure being 27.68% and the worst being -70.5% [3]

深圳市艾比森光电股份有限公司 公司简称：艾比森 股票代码：300389 独立财务顾问：国泰海通证券股份有限公司 序号 事项 备注 （是/否/不适用） 上市公司合规性要求 最近一个会计年度财务会计报告是否被注册会计师出具否定意 见或者无法表示意见的审计报告 最近一个会计年度财务报告内部控制被注册会计师出具否定意 见或者无法表示意见的审计报告 上市后最近 36 个月内出现过未按法律法规、公司章程、公开承 诺进行利润分配的情形 激励对象合规性要求 是否包括单独或者合计持有上市公司 5%以上股份的股东或者实 包括外籍员 工，已说明 前述人员成为激励对象的必要性、合理性 是否最近 12 个月内被中国证监会及其派出机构认定为不适当人 选 是否最近 12 个月内因重大违法违规行为被中国证监会及其派出 机构行政处罚或者采取市场禁入措施 是否具有《公司法》规定的不得担任公司董事、高级管理人员情 形 激励计划合规性要求 上市公司全部在有效期内的股权激励计划所涉及的标的股票总数累 计是否超过公司股本总额的 20% 激励对象预留权益比例是否未超过本次股权激励计划拟授予权益数 量的 20% 激励对象为董事、高级管理人员、单独或合计持股 ...