此次回购股份资金不低于8000万元且不超过1亿元（均含本数），回购股份价格不超过9.87元/股（含本 数）。后因实施2024年年度权益分派方案，于2025年6月7日调整回购价格上限为9.74元/股（含本数） 。回购股份的实施期限为自公司董事会审议通过本次回购方案之日起12个月内。 最新回购进展 登录新浪财经APP 搜索【信披】查看更多考评等级 2025年9月2日，深圳市聚飞光电股份有限公司发布关于回购公司股份的进展公告，披露了公司自启动回 购计划以来的相关情况。 回购计划回顾 聚飞光电于2025年4月18日召开第六届董事会第六次会议、第六届监事会第六次会议，审议通过《关于 <回购公司股 份方案="份方案"> 的议案》。公司拟使用自有资金或自筹资金，以集中竞价交易方式回 购部分社会公众股股份。回购股份种类为人民币普通股（A股），将用于后续实施员工持股计划或者 股 权激励，若未能在 股份回购完成后的36个月内用于上述用途，未使用部分将予以注销。 后续，聚飞光电将根据市场情况在回购期限内继续实施股份回购计划，并按照相关法律法规和规范性文 件的规定及时履行信息披露义务。投资者需注意投资风险。 声明：市场有风险，投资需 ...

格隆汇9月2日丨聚飞光电(300303.SZ)公布，截至2025年8月31日，公司通过股票回购专用证券账户以集 中竞价交易方式回购公司股份2,649,200股，占公司总股本的0.1871%，最高成交价为6.35元/股，最低成 交价为5.82元/股，成交总金额为1630.4056万元(不含交易费用)。 ...

Market Overview - The optical and optoelectronic sector experienced a decline of 3.33% on September 2, with Qianzhao Optoelectronics leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the optical and optoelectronic sector included: - Helitai (002217) with a closing price of 4.02, up 4.15% [1] - Sudavige (300331) at 28.81, up 3.48% [1] - Major decliners included: - Qianzhao Optoelectronics (300102) at 14.18, down 9.10% [2] - Wavelength Optoelectronics (301421) at 77.01, down 8.42% [2] Trading Volume and Capital Flow - The optical and optoelectronic sector saw a net outflow of 4.957 billion yuan from institutional investors, while retail investors had a net inflow of 3.569 billion yuan [2] - The trading volume for Helitai was 8.6634 million shares, with a transaction value of 3.460 billion yuan [1] Individual Stock Capital Flow - Key stocks with significant capital flow included: - Longli Technology (300752) with a net inflow of 53.9799 million yuan from institutional investors [3] - Aibisen (300389) with a net inflow of 38.3749 million yuan from institutional investors [3] - Retail investors showed a net outflow in several stocks, including Aibisen, which had a net outflow of 42.9102 million yuan [3]

Group 1 - The core viewpoint of the articles highlights the recent decline in the stock price of Lianchuang Electronics, which has dropped 3.37% to 11.17 CNY per share, with a total market capitalization of 11.833 billion CNY [1] - Lianchuang Electronics has experienced a cumulative decline of 5.58% over the past three days, indicating a downward trend in its stock performance [1] - The company specializes in the research, production, and sales of optical lenses and touch display components, with its main business revenue composition being: automotive optics 38.61%, application terminals 31.62%, non-automotive optics 15.66%, and touch display products 14.11% [1] Group 2 - From the perspective of fund holdings, one fund under AVIC Fund has Lianchuang Electronics as a significant holding, with 242,300 shares representing 5.05% of the fund's net value [2] - The fund, AVIC Intelligent Selection Leading Mixed Initiation A (024388), has incurred a floating loss of approximately 94,500 CNY today and a total floating loss of 159,900 CNY during the three-day decline [2] - The fund manager, Zheng Changbin, has a tenure of 72 days with a total asset scale of 51.9125 million CNY, while the other manager, Wang Sen, has a tenure of 1 year and 342 days with a total asset scale of 1.56 billion CNY [2]

Group 1 - Zhonglun New Materials plans to reduce its shareholding by up to 4 million shares, accounting for 1% of the total share capital [1] - Haojiang Intelligent plans to reduce its shareholding by up to 1.5 million shares, accounting for 0.8364% of the total share capital [1] - Dekeli plans to reduce its shareholding by up to 474,180 shares, accounting for 3% of the total share capital [1][2] Group 2 - Fosun Pharma's subsidiary has received FDA approval for its HLX14 injection, intended for treating osteoporosis in postmenopausal women [3][4] - Shengtai Group plans to reduce its shareholding by up to 16.67 million shares, accounting for 3% of the total share capital [5] - Fangyuan Co. plans to reduce its shareholding by up to 15.3 million shares, accounting for 3% of the total share capital [6] Group 3 - Shenkai Co. completed a tender offer, resulting in 14.5655 million shares being accepted, giving the acquirer a 9.71% stake [8] - Guangdong Construction's 90MW solar-storage project in Tibet has achieved full capacity grid connection [9] - Kesi Technology plans to reduce its shareholding by up to 471,220 shares, accounting for 3% of the total share capital [9] Group 4 - Zhongtai Automobile's subsidiary faces forced execution, impacting its operational capacity [10] - Weima Agricultural Machinery plans to reduce its shareholding by up to 960,000 shares, accounting for 0.98% of the total share capital [10] - Tianqi Co. signed a strategic cooperation agreement with EVE Energy to enhance the lithium battery supply chain [11] Group 5 - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co. for a total valuation of up to 1 billion yuan [12] - Dengyun Co. plans to transfer 75% of its subsidiary's equity for 137 million yuan [13] - Sierte has received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [14] Group 6 - Enjie Co. received a VAT refund of 188 million yuan for its subsidiary [15] - Jiama Clothing plans to reduce its shareholding by up to 366,000 shares, accounting for 0.28238% of the total share capital [16] - Xinong Co. plans to reduce its shareholding by up to 1.05 million shares, accounting for 0.6737% of the total share capital [17] Group 7 - Jiewate plans to jointly acquire 66.25% of Xinguang Haian for a total price of 418 million yuan [18] - Hubei Energy reported an increase in power generation by 22.05% year-on-year in August, with a total of 5.020 billion kWh generated [19][20] - Nasda signed a strategic cooperation agreement with Teld for collaboration in market and product innovation [21] Group 8 - Jinli Technology plans to reduce its shareholding by up to 978,200 shares, accounting for 0.56% of the total share capital [22][23]

Group 1 - The Hong Kong stock market showed mixed performance with the Hang Seng Tech Index declining, while the largest ETF in the same sector fluctuated around 0% [1] - As of September 1, southbound capital inflow reached a cumulative net inflow of 990.94 billion HKD this year, nearing the 1 trillion HKD mark [1] - Recent data indicates a potential improvement in foreign capital flow, with long-term stable foreign institutional funds inflowing approximately 67.7 billion HKD from May to July [1] Group 2 - Haitong International noted that the Federal Reserve's shift towards rate cuts could lead to an unexpected return of foreign capital [2] - The preference of foreign capital in Hong Kong stocks is particularly strong in the technology and financial sectors, with significant inflows observed since May [2] - Alibaba's better-than-expected earnings report may catalyze a return to AI narratives within the Hang Seng Tech Index, which is currently undervalued [2]

Core Viewpoint - On September 1, 2025, Juguang Technology (688167) experienced a net financing inflow of 6.6373 million yuan, with a total financing balance of 664 million yuan, indicating strong investor interest in the stock over recent trading days [1][4]. Financing Summary - On September 1, 2025, the financing buy-in was 132 million yuan, while financing repayment was 125 million yuan, resulting in a net buy of 6.6373 million yuan and a financing balance of 664 million yuan [1]. - Over the past three trading days, the cumulative net buy reached 73.5938 million yuan, and in the last 20 trading days, there were net buys on 14 occasions [1]. - The financing balance on September 1 represented 5.54% of the circulating market value [2]. Margin Trading Summary - On September 1, 2025, there were no shares sold short, but 400 shares were repaid, resulting in a net short buy of 400 shares, with a remaining short balance of 7999 shares [3]. - The margin trading balance on September 1 was 666.1 million yuan, reflecting a 1.0% increase from the previous day [4].

共封装光学(CPO)板块短线拉升，嘉元科技涨超10%，联特科技、旭光电子、长飞光纤、方正科技、仕 佳光子等跟涨。 ...

Group 1 - Yongxin Optical experienced a 10.00% increase in stock price, closing at 116.38 yuan on September 1 [1] - A block trade occurred with a total volume of 110,000 shares and a transaction amount of 10.989 million yuan [1] - The first transaction price was 99.90 yuan for 110,000 shares, resulting in a premium rate of -14.16% [1] Group 2 - In the last three months, Yongxin Optical has had one block trade with a total transaction amount of 10.989 million yuan [1] - Over the past five trading days, the stock has increased by 17.46%, with a net inflow of 169 million yuan from main funds [1]

Core Viewpoint - The company, Hongjing Optoelectronics (301479.SZ), is experiencing significant growth in its optical lens and camera module production, with a notable increase in camera module output exceeding 80% year-on-year as of mid-2025 [1] Group 1: Production Growth - The total production of optical lenses and camera modules is expected to increase year-on-year in the first half of 2025 [1] - The production of camera modules has shown a remarkable year-on-year growth rate of over 80% [1] Group 2: Investment Progress - As of June 30, 2025, the investment progress for the "Optical Lens and Module Capacity Expansion Project" stands at 34.82% [1] - The investment progress for the "Research and Development Center Construction Project" is at 53.75% [1] Group 3: Future Plans - The company plans to accelerate the release of production capacity to alleviate the current capacity constraints [1]