August 2025 Disclaimer 2 The information contained in this presentation is intended solely for your personal reference. Such information is subject to change without notice, its accuracy is not guaranteed and it may not contain all material information concerning Sunny Optical Technology (Group) Company Limited. The Company makes no representation regarding, and assumes no responsibility or liability for, the accuracy or completeness of, or any errors or omissions in, any information contained herein. In ad ...

格隆汇8月19日丨长光华芯(688048.SH)在投资者互动平台表示，在光通信方面， 公司的产品可以应用于 400G、800G及1.6T的光模块方案中。具体下游客户请关注公开披露信息。 ...

Group 1 - The focus has shifted from primarily tech stocks to include offshore drilling, supply industry, and shipping sectors such as tankers, containers, and dry bulk [1] - There is an emerging interest in the fuel cell industry, which is still in its nascent stage [1] Group 2 - The individual has a background in auditing with PricewaterhouseCoopers and transitioned to day trading nearly 20 years ago [2] - The experience includes navigating significant market events such as the dotcom bubble, the aftermath of the World Trade Center attacks, and the subprime crisis [2]

Core Viewpoint - The company intends to increase the limit for using temporarily idle raised funds for cash management from RMB 200 million to RMB 250 million, ensuring that this does not affect the construction of fundraising investment projects and normal operations [4][10][11] Summary by Sections Fundraising Basic Information - The company raised a total of RMB 709,999,981.08 through the issuance of 16,888,677 shares at a price of RMB 42.04 per share, after deducting underwriting and other issuance costs [1] Previous Use of Idle Funds - As of June 30, 2025, the company had invested RMB 52,924.15 million in the lithium niobate high-speed modulator chip R&D and industrialization project, with remaining idle funds from the 2020 fundraising of RMB 21,349.36 million [3][5] Current Proposal for Cash Management - The company held meetings on March 28, 2025, and August 15, 2025, to approve the increase in cash management limits for temporarily idle funds, allowing for investment in bank structured deposits with a maximum term of 12 months [4][6][10] Investment Risk and Control Measures - The company will select high-safety, high-liquidity investment products with a capital preservation agreement, ensuring that the investment does not exceed 12 months [8][9] Impact on the Company - The use of idle funds for cash management is expected to enhance fund utilization efficiency and generate returns for the company and its shareholders without affecting the normal operation of fundraising projects [5][10][11] Approval Procedures - The increase in cash management limits has been approved by the board and does not require shareholder meeting approval, complying with relevant regulations [10][11]

Core Viewpoint - The company has demonstrated significant growth driven by the development of artificial intelligence and the rapid expansion of the data communication market, showcasing its competitive advantages and increased customer recognition [3][6]. Group 1: Financial Performance - The company reported a revenue of 990 million, representing a year-on-year growth of 121.1% [3]. - The non-GAAP net profit reached 210 million, with an astonishing year-on-year growth of 12667.4% [3]. Group 2: Business Segments - Orders for products related to optical chips and devices, indoor optical cables, and polymer materials for cables have all seen varying degrees of growth compared to the same period last year [4]. Group 3: Operational Efficiency - The company has enhanced its operational management capabilities, focusing on cost reduction and efficiency improvement, which has led to increased product yield and competitiveness [5].

证券日报网讯久之洋（300516）8月15日在互动平台回答投资者提问时表示，作为中船集团旗下的光电 上市公司，一方面公司深耕核心技术，强化自主创新，持续巩固在军用及民用光电领域的技术壁垒，增 强核心竞争力；另一方面依托集团在船舶与海洋工程、国防科技工业领域的资源优势，在服务好国防军 工等传统领域需求的基础上，积极推动光电技术向民用市场延伸。未来，公司将围绕红外、激光、光学 及光学元件制造、星体跟踪器等四大领域，持续推进技术攻坚与产品升级、应用场景拓展、产业链协 同、强化战略协同，致力成为光学与光量子技术领域的创新者、引领者，与全球合作伙伴共同进步成 长，光启未来。 ...

Core Insights - Coherent reported $1.53 billion in revenue for the quarter ended June 2025, a year-over-year increase of 16.4% [1] - The EPS for the same period was $1.00, compared to $0.61 a year ago, indicating significant growth [1] - The revenue exceeded the Zacks Consensus Estimate of $1.51 billion, resulting in a surprise of +1% [1] - The company also delivered an EPS surprise of +7.53%, with the consensus EPS estimate being $0.93 [1] Performance Metrics - Coherent's shares have returned +21.3% over the past month, outperforming the Zacks S&P 500 composite's +3.1% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential for further outperformance in the near term [3] Revenue Breakdown - Networking revenues reached $945.2 million, surpassing the four-analyst average estimate of $930.18 million, with a year-over-year change of +39% [4] - Laser revenues were reported at $348 million, slightly below the four-analyst average estimate of $358.41 million, reflecting a year-over-year decline of -2.1% [4] - Materials revenues totaled $236.2 million, exceeding the four-analyst average estimate of $231.23 million, but showing a year-over-year decrease of -15.4% [4]

Core Insights - Lumentum Holdings Inc. reported better-than-expected earnings for Q4, with earnings of 88 cents per share, surpassing the analyst consensus estimate of 80 cents per share [1] - The company achieved quarterly sales of $480.700 million, exceeding the analyst consensus estimate of $465.756 million [1] - For Q1, Lumentum expects adjusted EPS between 95 cents and $1.10, with sales projected between $510.000 million and $540.000 million [1] Performance Highlights - The company experienced strong demand across its cloud products supporting AI data centers, leading to revenue exceeding the high end of previously revised guidance [2] - Notable strength was observed in components such as EML chips, pump lasers, and narrow linewidth laser assemblies for data center interconnect, as well as 800G modules [2] - Lumentum anticipates continued strong demand for AI data center and long-haul solutions, projecting quarterly revenue to surpass $600 million by June 2026 or earlier [2] Analyst Reactions - Needham analyst Ryan Koontz maintained a Buy rating and raised the price target from $135 to $145 [5] - B of A Securities analyst Vivek Arya upgraded Lumentum from Underperform to Neutral, increasing the price target from $78 to $135 [5] - Multiple analysts raised their price targets, with notable increases from Stifel, Raymond James, and Barclays, reflecting positive sentiment towards the company's performance and outlook [5]

Core Viewpoint - The optical chip industry in China does not face significant "bottleneck" issues or development obstacles from a manufacturing perspective, with domestic equipment manufacturers increasing in number and improving product quality to approach international top levels [2]. Group 1 - The deputy general manager of Yuanjie Technology, Cheng Shuo, stated that there are no apparent manufacturing bottlenecks in the optical chip industry [2]. - The number of domestic equipment manufacturers has been increasing over the past two years, leading to improved product quality [2]. - The quality of domestic products is gradually approaching the standards of international top-tier products [2].

消息面上，8月11日晚间，光库科技发布重组预案，公司拟通过发行股份、可转债及支付现金的方式购 买苏州安捷讯光电科技股份有限公司100%股份，并拟向不超过35名特定投资者发行股份募集配套资 金。 北京商报讯（记者 马换换 王蔓蕾）8月12日，光库科技（300620）开盘"20cm"涨停，开于涨停价66.08 元/股。 ...