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中山“有请”!2025年中山招商大会开幕
Nan Fang Du Shi Bao· 2025-06-30 03:40
6月30日,深中通道通车一周年之际,2025中山招商推介大会、广东国际侨界创新创业大赛启动仪式在 中山温泉宾馆举行。 今年,香港再出发大联盟首次作为中山招商推介大会支持单位,为中山城市发展注入全新活力。香港再 出发大联盟秘书长、全国港澳研究会会长谭耀宗不仅到场助阵,更带动一批企业家到中山实地考察。香 港的全球金融网络、高端服务与国际化视野,为中山链接世界打开了又一"超级窗口"。 采取"1+2"的模式,北京、杭州设分会场 本次招商推介大会采取"1+2"的模式进行,"1"是在中山主会场举办2025中山招商推介大会、广东国际侨 界创新创业大赛启动仪式,"2"是分别在北京和杭州两地同时举办两场分会场活动。这是中山首设招商 推介大会分会场,主会场、分会场共同见证大会盛况。 大会以"投资中山 共赢未来"为主题,以深中通道通车一年为契机,向全国全球企业展现中山良好的营 商环境,有来自英国、俄罗斯、德国、新加坡等超20个国家和地区400多位客商邀约参会,参会企业涵 盖人工智能、低空经济、生物医药、高端装备制造、光电光学和农文旅等多个领域。在主会场,会议开 展中山投资营商环境推介、重大平台揭牌、重点项目签约,并发布2025年中 ...
2025年中国偏光镜行业发展历程、产业链、发展现状、企业分析及发展趋势研判:新兴应用领域的拓展,行业市场规模增长到300亿元以上[图]
Chan Ye Xin Xi Wang· 2025-06-30 01:22
相关企业:恒美光电股份有限公司、深圳市盛波光电科技有限公司、厦门珈昕偏光科技有限公司、漳州 市澳捷光学科技有限公司、鹰潭嘉崎光学科技有限公司、丹阳市泰旭光学眼镜有限公司等。 内容概要:偏光镜广泛应用于眼镜、相机镜头、液晶显示器等领域,用于改善图像质量和视觉效果。随 着消费电子行业的快速发展,特别是智能手机、平板电脑、笔记本电脑等产品的普及,对偏光镜的需求 也随之增加。同时,政府对新材料产业的支持政策推动了偏光镜行业的发展,如2023年12月国务院印发 《工业战略性新兴产业分类目录(2023)》,其中明确鼓励生产新型显示用光学薄膜材料,包括反射 膜、扩散膜、增亮膜、复合膜、偏光片、相位差膜、触控导电膜、OCA胶膜、保护膜等。近年来,偏 光镜行业市场规模总体呈上升趋势,从2018年的147.4亿元增长至310亿元。预计未来随着下游应用领域 的拓展,偏光镜行业规模有望持续上涨。 相关上市企业:杉杉股份(600884)、长阳科技(688299)、三利谱(002876)、纬达光电 (873001)、翔腾新材(001373)、深纺织A(000045)、冠石科技(605588)、洲明科技 (300232)、艾比森(3003 ...
【私募调研记录】趣时资产调研日久光电
Zheng Quan Zhi Xing· 2025-06-30 00:04
Group 1 - The core focus of the company Rihou Optoelectronics is on expanding its dimmable conductive film and optical film business in 2024, particularly for automotive applications such as panoramic roofs, side windows, and rearview mirrors [1] - The expected growth in the dimmable conductive film and optical film business in 2024 is driven by an increase in market demand, influenced by the penetration rate of panoramic roofs in new energy vehicles, with an anticipated adoption rate of over 25% for smart dimmable glass [1] - The company has made a significant investment of 82.2 million yuan in expansion projects, which will be implemented in phases, and is experiencing good cash flow due to adjustments in product sales structure and increased market share of OC optical adhesive [1] Group 2 - Shanghai Qushi Asset Management Co., Ltd. was established in September 2015 with a registered capital of 10 million yuan and has been recognized as a private securities investment fund manager since April 2016 [2] - The company focuses on asset management and securities investment funds, with over 90% of its employees holding master's degrees or higher from prestigious institutions [2] - The founder, Zhang Xiuqi, is a well-known fund manager in the public fund sector, and the company has received multiple awards for its performance and investment strategies, indicating a strong reputation in the industry [2]
每周股票复盘:和辉光电(688538)注册资本变更及高管减持计划
Sou Hu Cai Jing· 2025-06-28 23:28
本周关注点 公司公告汇总 截至2025年6月27日收盘,和辉光电(688538)报收于2.36元,较上周的2.38元下跌0.84%。本周,和辉 光电6月24日盘中最高价报2.38元。6月26日盘中最低价报2.33元。和辉光电当前最新总市值325.9亿元, 在光学光电子板块市值排名5/93,在两市A股市值排名444/5151。 上海和辉光电股份有限公司于2025年6月23日召开会议,审议通过了关于变更注册资本、修订《公司章 程》并办理工商变更登记的议案。公司总股本将由13,832,003,883股变更为13,809,437,625股,注册资本 将由人民币13,832,003,883元减少至人民币13,809,437,625元。此外,公司还发布了关于部分董事、高级 管理人员减持股份计划的公告,刘惠然、陈志宏、李凤玲、张斌计划通过集中竞价交易方式减持其所直 接持有的公司股份,合计减持不超过351,600股,占公司总股本比例不超过0.0025%,减持期间为2025年 7月16日至2025年10月15日。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 ...
舜宇光學(02382.HK):強勢走勢延續,利用認購與牛證工具放大升勢機會
Ge Long Hui· 2025-06-28 02:38
舜宇光學(02382.HK)近期在港股市場中的技術走勢顯得十分穩健,成為眾多技術指標「強力買入」的代表之一。從技術層面觀察,截至6月26日,該股收報68.2港 元,雖錄得輕微的0.29%跌幅,但整體仍處於強勢整理區間內。5日振幅達10%,反映股價波動雖略有擴大,但資金交投依然活躍,成交額達6.36億元,說明市場對該 股的關注未見減弱。截止今日10點,股價報69.55元,升幅有2.42%。 根據2025年6月23日市場數據顯示,舜宇光學科技(02382.HK)相關衍生品在正股上漲行情中展現出顯著差異化的表現。當正股在兩日內錄得4.75%的漲幅時, 其掛鉤的匯豐牛證62472表現最為突出,實現56%的驚人漲幅,杠杆效應達到近12倍,充分展現了牛證產品在趨勢行情中的爆發力。相比之下,法興認購證 17228和花旗認購證17222同期均取得14%的回報,雖然漲幅達到正股的3倍,但顯著低於牛證表現。 目前股價穩企於三條主要移動平均線之上,其中10日線為65.62港元、30日線為63.77港元、60日線為64.7港元,顯示短、中、長期均線已完全呈現出多頭排 列的理想結構,且股價與三線距離合理,尚未出現過熱或乖離過大的現象。 ...
雷来了!昨晚38家公司发减持公告,8家公司发终止上市风险提示!
Sou Hu Cai Jing· 2025-06-28 00:42
A股市场近期震荡:高位减持潮与退市风险并存 | 002959 | 小能中器 | 更多公告 数据 股吧 研报 | 小說电器.关于部分监事、高级管理人员减持股份的预披露公告。 | 高管人员持股变动 | 2025-06-27 | | --- | --- | --- | --- | --- | --- | | 002093 | 国脉科技 | 更多公告 数据 股吧 研报 | 如公解放得分子出去其中最后的出 | 股东/实际控制人 ... | 2025-06-27 | | 300959 | 年上线下 | 更多公告 数据 股吧 研报 | 线上线下.关于控股股东、实际控制人及其一致行动人签署《股份 | 美国际议 | 2025-06-27 | | 300012 | 华观检测 | 更多公告 数据 股吧 研报 | 华测检测 关于实际控制人 之一致行动人服份变动的预披露公告 | 股东 | 2025-06-27 | | 688153 | 暗捷创歌 | 更多公告 数据 股吧 研报 | 唯捷创花 股东减持股份计划公告 | 股东 实际控制人 ... | 2025-06-27 | | 000656 | *ST全科 | 更多公告 数据 股吧 研报 ...
聚飞光电: 广东华商律师事务所关于公司2023年限制性股票激励计划调整授予价格、第二个归属期归属条件成就及作废部分限制性股票的法律意见书
Zheng Quan Zhi Xing· 2025-06-27 16:37
广东华商律师事务所 关于 深圳市聚飞光电股份有限公司 属期归属条件成就及作废部分限制性股票 的 法律意见书 二〇二五年六月 深圳市福田区深南大道 4011 号香港中旅大厦 21-26 层 电话(Tel):0755-83025555 传真(Fax):0755-83025068 83025058 邮政编码(P.C.):518000 网址 https://www.huashanglawyer.com/ 法律意见书 广东华商律师事务所 关于深圳市聚飞光电股份有限公司 成就及作废部分限制性股票的 法律意见书 致:深圳市聚飞光电股份有限公司 广东华商律师事务所(以下简称"本所")接受深圳市聚飞光电股份有限公 司(以下简称"聚飞光电"或"公司")委托,担任公司 2023 年限制性股票激励 计划项目的专项法律顾问。本所律师根据《中华人民共和国公司法》(以下简称 "《公司法》")、 《中华人民共和国证券法》 (以下简称"《证券法》")、中国证券监 督管理委员会(以下简称"中国证监会")《上市公司股权激励管理办法》(以下 简称"《管理办法》")、深圳证券交易所(以下简称"深交所") 《深圳证券交易所 创业板股票上市规则》 (以下 ...
聚飞光电: 关于作废2023年限制性股票激励计划部分已授予尚未归属的限制性股票的公告
Zheng Quan Zhi Xing· 2025-06-27 16:37
Core Viewpoint - The company announced the cancellation of 499,200 unvested restricted stocks from the 2023 stock incentive plan, which will not materially affect its financial status or operational results [4][5][6] Summary by Sections Approval Procedures for the 2023 Stock Incentive Plan - The company held multiple board and supervisory meetings to approve the stock incentive plan and its related management measures, with independent directors providing opinions [1][2][3] Specifics of the Canceled Restricted Stocks - A total of 499,200 restricted stocks were granted but not vested, with 79,200 stocks being canceled due to assessment reasons, resulting in a reduction of the number of incentive recipients from 264 to 255 [4][5] Impact of the Canceled Stocks on the Company - The cancellation of these stocks is not expected to have a significant impact on the company's financial condition or operational results, nor will it affect the stability of the core team or the continuation of the stock incentive plan [5][6] Supervisory Board Opinion - The supervisory board confirmed that the cancellation process complied with relevant regulations and did not harm the interests of the company or its shareholders, especially minority shareholders [5][6] Legal Opinion Conclusion - A legal opinion confirmed that the adjustments and cancellations were in accordance with applicable laws and regulations, and the vesting conditions for the second vesting period had been met [6]
炬光科技: 中信建投证券股份有限公司关于西安炬光科技股份有限公司2024年报告的信息披露监管问询函回复的核查意见
Zheng Quan Zhi Xing· 2025-06-27 16:37
Core Viewpoint - Xi'an Juguang Technology Co., Ltd. (hereinafter referred to as "Juguang Technology" or "the company") has received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 report, prompting a detailed review of its acquisition of Swiss SUSS Micro Optics SA (SMO) and subsequent financial performance [1][2]. Group 1: Acquisition and Financial Performance - The company completed the acquisition of 100% equity in SMO for approximately RMB 455 million, with SMO contributing RMB 194 million in revenue during the reporting period, significantly below the profit forecast made during the acquisition assessment [1][2]. - Post-acquisition, revenue from laser optical components and automotive application solutions increased by 38.71% and 66.63% year-on-year, respectively, but gross margins decreased by 12.27 percentage points and 84.88 percentage points [1][2]. - The company recognized goodwill impairment of RMB 34.25 million for the automotive application solutions business line, while no impairment was recorded for the laser optical business line [1][2]. Group 2: Customer and Market Analysis - The company provided details on the top five customers of SMO, including their backgrounds, sales amounts, and reasons for changes in sales [3][4]. - The decline in gross margins for both laser optical components and automotive application solutions was attributed to industry development, channel inventory, product price changes, and competitive landscape [5][6]. Group 3: Future Projections and Market Trends - The data communication market is expected to grow significantly, driven by increased demand for optical modules, with projections indicating a compound annual growth rate (CAGR) of 17% from 2022 to 2033 [11][12]. - The semiconductor market is also projected to grow at a CAGR of 12.28% from 2023 to 2032, indicating strong demand for micro-nano optical components [11][12]. - The automotive lighting market, particularly for micro-lens array (MLA) technology, is anticipated to reach a market size of approximately RMB 1.18 billion by 2025, with a CAGR of 89% from 2021 to 2025 [14][15].
欧菲光: 中国银河证券股份有限公司关于欧菲光集团股份有限公司变更部分募集资金用途并新增募集资金投资项目的核查意见
Zheng Quan Zhi Xing· 2025-06-27 16:10
Summary of Key Points Core Viewpoint The company, O-Film Group Co., Ltd., is changing the use of part of its raised funds and adding new investment projects to enhance its optical lens production capabilities, aligning with market demands and strategic planning. Group 1: Fundraising and Investment Changes - The total amount raised from the non-public offering was approximately 3.53 billion RMB, with a net amount of about 3.51 billion RMB after deducting issuance costs [1][2] - The company plans to adjust the investment amounts for existing projects, reducing the funding for the "High Pixel Optical Lens Construction Project" by 200 million RMB and reallocating it to a new project focused on optical lenses and lenses for smart vehicles, VR/AR, and other applications [2][5] - The new investment project aims to upgrade and expand the production line for high-precision optical lenses, introducing advanced production equipment to enhance production capacity [5][10] Group 2: Market Context and Strategic Alignment - The global optical lens market is projected to grow from 45.29 billion RMB in 2019 to 68.28 billion RMB in 2023, with a CAGR of 10.81% [11][12] - The Chinese optical lens market reached 16.13 billion RMB in 2023, with a forecasted growth to 17.39 billion RMB in 2024 [12] - The company is focusing on high-end products to meet the increasing demand for high-performance lenses in smartphones and smart vehicles, as well as in consumer electronics and other emerging fields [9][10] Group 3: Project Feasibility and Economic Benefits - The new project is expected to generate an annual revenue of approximately 804 million RMB and a net profit of about 69.49 million RMB once it reaches full production [18] - The project has a payback period of 8.12 years and an internal rate of return of 12.20%, indicating good economic viability [18] - The company has a strong production capacity and technical foundation in the optical lens sector, which supports the feasibility of the new project [18][19] Group 4: Regulatory Compliance and Approval Process - The changes to the fundraising and investment projects have been approved by the company's board and supervisory committee, and are awaiting shareholder approval [24][25] - The adjustments are in compliance with relevant regulations and are aimed at optimizing resource allocation and improving the efficiency of fund usage [24][25][26]