Core Viewpoint - The core team of Guanglong Integration comes from a national research institute in Guilin and focuses on the research and development of optical switch-related technologies [1] Company Background - Guanglong Integration has a long-term layout in various control methods including mechanical, MEMS micro-mechanical, magneto-optical, electro-optical, and waveguide types [1]

德银认为，内存短缺、AI挤压主流组件、光电子加速渗透、先进封测升级、800V电源架构改革及边缘AI回归增长，将成为2026年欧洲科技硬件行业的六 大核心主题。DRAM与NAND价格暴涨并将持续上涨至2027年，AI需求推高测试与封测投入，数据中心光子技术加速普及，800V架构重塑功率器件格 局，边缘AI轻量化应用开启新一轮增长周期。 德银在12月10日发布的2026年欧洲科技硬件行业报告中认为，2026年科技硬件将由六大主题主导： 内存短缺、AI挤压主流组件、光电子加速渗透、先 进封测升级、800V电源架构改革及边缘AI回归增长。 市场正经历剧烈的价格波动，内存短缺已从单纯的组件风险升级为宏观层面的关切。据追风交易台消息，德银分析师Robert Sanders团队在研报中表 示， 过去三个月，DRAM现货价格暴涨300-400%，NAND闪存同步大涨200%，且涨势正向合约价快速传导。 与此同时，AI 支出持续挤占主流电子组件供应，光电子、先进封测、800V 电源架构等技术赛道加速爆发，边缘 AI 已在多个领域形成落地态势。多重 变量正重构行业竞争格局。 这些趋势将直接影响消费电子、智能手机、数据中心等关键终 ...

Company Overview - Nanjing Huazhuo Technology Co., Ltd. has been recently established with a registered capital of 1 million RMB [1] - The legal representative of the company is Zhang Wenlu [1] Business Scope - The company operates in various sectors including technology promotion and application services, technical services, development, consulting, and transfer [1] - It is involved in the manufacturing and sales of optoelectronic devices, instruments, and electronic components [1] - The company also engages in the manufacturing of computer hardware and software, as well as specialized equipment [1] - Additional activities include the sale of smart drones, communication equipment, and electronic products [1] - The company is authorized to conduct import and export activities, excluding projects that require government approval [1]

今年以来，A股上市公司参与设立产业并购基金的热情持续高涨。同花顺（300033）iFinD数据显示， 截至12月9日记者发稿，年内A股市场上市公司参与设立产业并购基金达336只，预计募集规模上限合计 达2790亿元。 北京天驰君泰律师事务所上海分所合伙人孙军伟认为，上市公司积极参设产业并购基金，有助于发现、 培育优质标的，为上市公司在目标行业的扩张或发展进行资产储备。 上市公司热衷参设产业并购基金，是政策、资本与战略三重逻辑共同作用的结果。 去年以来，《关于深化科创板改革 服务科技创新和新质生产力发展的八条措施》（"科创板八条"）、 《关于深化上市公司并购重组市场改革的意见》（"并购六条"）等政策措施相继推出。在政策支持下， A股市场产业整合加快，并购重组市场规模和活跃度大幅提升。数据显示，"科创板八条"发布以来，科 创板新披露产业并购活动超150单。 深圳高禾资本控股有限公司管理合伙人刘盛宇对《证券日报》记者表示，"并购六条"及各地配套政策的 出台，对上市公司参设产业并购基金产生了直接且积极的影响。在政策的鼓励和引导下，上市公司参设 产业并购基金、开展并购交易的动力与意愿显著增强。 从市场运作模式看，当前A ...

（原标题：德科立现2笔大宗交易 均为折价成交） 12月9日德科立大宗交易一览 | 成交 | 成交金 | 成交价 | 相对当 日 | | | | --- | --- | --- | --- | --- | --- | | 量 | 额 | | | | | | （万 | （万 | 格 | 收盘折 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | 溢价 | | | | | | | （%） | | | | 30.00 | 4200.00 | 140.00 | -15.16 | 机构专用 | 华泰证券股份有限公司南京中山东路华 | | | | | | | 泰证券大厦证券营业部 | | 6.50 | 910.00 | 140.00 | -15.16 | 瑞银证券有限责任公司上海花园 | 华泰证券股份有限公司南京中山东路华 | | | | | | 石桥路证券营业部 | 泰证券大厦证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报•数据宝统计显示，德科立今日收盘价为165.02元，上涨20.00%，日换手率为19.94%，成交额 为50.08亿元，全天主力资金净流入2. ...

Core Viewpoint - The company has successfully launched its domestic production capacity for optical modules, with significant output levels achieved in both domestic and overseas facilities [1] Domestic Production Capacity - The company's "Next Generation Ultra-High-Speed Optical Module R&D Center and High-Speed Optical Module Production Base" project has commenced production as of August, reaching a peak domestic capacity of 1 million optical modules per month [1] Overseas Production Capacity - The overseas factory is currently operating with a production capacity of 150,000 to 200,000 optical modules per month, with the actual capacity being adjusted based on customer order demands [1]

Core Viewpoint - Recently, the establishment of Shen Chuang Low Carbon Technology Development (Jiangxi) Co., Ltd. was reported, focusing on various technology services and manufacturing in the low-carbon and renewable energy sectors [1] Group 1: Company Overview - Shen Chuang Low Carbon Technology Development (Jiangxi) Co., Ltd. has a registered capital of 10 million RMB [1] - The legal representative of the company is Wang Letao [1] Group 2: Business Scope - The company’s business scope includes technology services, development, consulting, and transfer related to low-carbon technologies [1] - It is involved in the manufacturing and sales of optoelectronic devices, electronic components, and various energy-related equipment, including photovoltaic power generation equipment [1] - The company also focuses on carbon reduction technologies, new materials research, and energy-saving management services [1]

| | 内目前在役电梯量估计在1200万台左右，存量市场潜力巨大， | | --- | --- | | | 且改造更新的刚性需求一直存在，因此公司认为电梯行业在经 | | | 历了波动后整体下行趋势已逐步企稳，更新改造电梯的结构性 | | | 机遇显著。 | | | 2. 公司近年来利润下降是什么原因？ | | | 答：主要有3点原因 | | | 1 电梯行业与房地产行业关联性较强，近几年行业产业 | | | 链上下游均受到房地产周期性波动不同程度的影响，直接导致 | | | 了新梯需求量持续萎缩，价格竞争愈发白热化。 | | | 2 募投项目"年产 100 万只创新型 G 系列缓冲器生产线 | | | 建设项目"实现部分产能目标，相关资产根据会计准则要求已转 | | | 入固定资产并开始计提折旧，同时还有其他在建厂房状态也已转 | | | 入固定资产并开始计提折旧，影响了短期账面利润表现。 | | | 虽整体营收水平有一定下降，但公司仍以创新研发为核 3 | | | 心，持续高研发投入，为突破技术壁垒、储备差异化产品奠定基 | | | 础。同时坚守企业担当和责任，维持员工薪酬稳定，共渡难关。 | | | 3 ...

天眼查App显示，近日，卢米晶纳光电科技（苏州）有限公司成立，法定代表人为张镭，注册资本3万 人民币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；光 电子器件销售；半导体照明器件销售；电子专用材料研发；电子专用材料销售；计算机软硬件及辅助设 备零售；集成电路芯片及产品销售；集成电路芯片设计及服务；科技中介服务；软件开发；软件销售； 计算机及通讯设备租赁；电子元器件批发；电子产品销售；电力电子元器件销售；特种设备销售；租赁 服务（不含许可类租赁服务）；信息技术咨询服务；企业管理咨询；会议及展览服务（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）。 ...

Group 1 - Hengyuan Optoelectronics is a technology company specializing in the research, production, and sales of lithium niobate crystals, which are crucial in the optoelectronic industry [1] - The company has successfully developed key technologies for growing 12-inch lithium niobate crystals, recognized as one of the top ten technological innovations in Shandong Province for 2024 [1] - Financial support from Caijin Capital, a subsidiary of Shandong Caijin Group, has been instrumental in Hengyuan Optoelectronics' growth, highlighting the importance of external funding for startups [1] Group 2 - Caijin Capital has implemented a dual investment strategy combining provincial fiscal equity investment and market-oriented equity investment to support the growth of technology enterprises [2] - The company has invested over 5.7 billion yuan in nearly 360 enterprises across Shandong Province, covering all 16 cities, since taking on the provincial fiscal equity investment task [2] - Caijin Capital has established a comprehensive investment system that supports the entire lifecycle of technology enterprises, from early-stage research to growth-phase companies [2] Group 3 - Zhizhen Precision Instruments, supported by provincial fiscal equity investment, specializes in the development of atomic force microscopes, achieving atomic-level resolution in its products [3] - The company received 23 million yuan in fiscal equity investment and successfully attracted an additional 25 million yuan in social capital, facilitating the transition of its technology from laboratory to market [3] - Zhizhen Precision Instruments has delivered its products to prestigious clients such as Northeast University and Xiamen University, marking significant market penetration [3] Group 4 - Caijin Capital has invested in over 150 specialized and innovative enterprises, including more than 130 "gazelle" companies and over 70 national-level specialized "little giants" [4] - At the Shandong Provincial Science and Technology Conference, 14 companies backed by Caijin Capital received the 2024 Shandong Provincial Science and Technology Award for their technological achievements [4] - The company plans to continue leveraging its investment capabilities to provide comprehensive support for technology innovation and the transformation of scientific achievements [4]