证券代码：688205 证券简称：德科立 公告编号：2025-024 无锡市德科立光电子技术股份有限公司 关于 2023 年限制性股票激励计划首次授予部分 第一个归属期归属结果暨股份上市的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 本次股票上市流通总数为1,124,656股。 ? 本次股票上市流通日期为2025 年 6 月 30 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司有关业务规则的规定，无锡市德科立光电子技术股份有限公司 （以下简称"公司"）于近日收到中国证券登记结算有限责任公司上海分公司出 具的《证券变更登记证明》，公司完成了 2023 年限制性股票激励计划首次授予部 分第一个归属期的股份登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 于公司<2023 年限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2023 年限制性股票激励计划实施 ...

证券代码：300757 证券简称：罗博特科 罗博特科智能科技股份有限公司投资者关系活动记录表 编号：2025-04 | | ☑特定对象调研 □分析师会议 | | | | | | --- | --- | --- | --- | --- | --- | | 投资者关系活动 | □业绩说明会 | □媒体采访 | | | | | 类别 | □新闻发布会 □路演活动 | | | | | | | | ☑现场参观 | | | | | | （电话会议） 周艺轩、张扬浩、陈俊韬 | □其他 浙商证券 | | | | | | 王俊之 | 伯利恒资产 | | 南京证券自营 | 李栋 | | | | 平安人寿 | 周重志 | 兴合基金 陈诚 | | | 参与单位名称及 | 韩红成 | 尚雅投资 | | 达诚基金缪扬帆 | | | 人员姓名 | 周晴 | 中邮证券 | | 秦兵投资 | 海俊 | | | 占豪 | 民生证券 | | 必达控股 | 王兴博 | | | 叶罗彬、须瑞祥 | 鼎江通 | | 财通基金 | 章新甫 | | | 府国华 | 个人投资者 | | | | | 时间 | 年 6 月 24 日 15:45-17:00 | ...

金融界6月24日消息，上证指数低开高走，中证港美上市全球智能汽车主题指数 (港美智能汽车， 931900)报5858.40点。 从中证港美上市全球智能汽车主题指数持仓样本的行业来看，乘用车占比17.21%、数字媒体占比 2.91%、光学光电子占比2.32%、汽车零部件与轮胎占比0.54%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 作者：行情君 数据统计显示，中证港美上市全球智能汽车主题指数近一个月上涨1.45%，近三个月上涨3.55%，年至 今下跌4.71%。 据了解，中证港美上市全球智能汽车主题指数从中国香港和美国市场上市的证券中选取50只业务涉及感 知定位、决策规划、控制执行、智能座舱以及车联网等智能汽车相关领域的上市公司证券作为指数样 本，反映中国香港和美国市场上市的智能汽车 ...

车载：智能驾驶发展迅速，驱动2025年车载镜头、摄像模组市场快速增长。车载镜头方面， 公司 预计2024-2025年全球新车单车镜头搭载量将从3.5颗增至超4.3颗，预计2025年全球车载镜头总 需求量超过4亿颗；看好公司凭借自身高技术、高质量、高性价比和快速反应优势，实现全球市占 率进一步提升。 车载摄像模组方面， 公司起步较晚，当前市占率距离全球第一仍有较大差距和成 长空间；公司将从产品结构升级拓展（如像素提升、从环境感知拓展到智能座舱产品线等）、从国 内拓展到欧洲、日韩等国际市场、技术创新引领等持续拓展，目标3-5年成长为全球前三的车载视 觉方案提供商。此外公司 激光雷达、HUD、智能大灯 等亦在快速发展，目前激光雷达项目已有20 多个量产定点、项目总金额超15亿人民币；多款智能车灯产品实现量产交付；新增多个AR-HUD PGU模组项目定点。 手机：高端机型光学影像创新趋势持续，驱动公司产品结构持续改善升级。 全球经济温和复苏，公 司预计25年全球智能手机出货量增速同比微增0.2%至11.75亿部，中国市场同比+2.2%至2.84亿 部；小型化/轻薄化/高性能视频等需求将驱动手机摄像头模组采购金额同比+ ...

Group 1 - The stock of Xinguang Optoelectronics (688011) has a comprehensive score of 64.41, indicating a strong performance [1] - The main cost analysis shows that the current main cost is 23.52 yuan, with a 5-day main cost of 26.31 yuan, a 20-day main cost of 21.65 yuan, and a 60-day main cost of 18.60 yuan [1] - Over the past year, the stock has experienced one instance of hitting the upper limit and no instances of hitting the lower limit [1] Group 2 - The short-term resistance level is at 28.98 yuan, while the short-term support level is at 21.89 yuan [2] - The market trend is currently unclear, with the main funds waiting to choose a direction [2] - The K-line pattern indicates a gap, suggesting that if an upward gap occurs with significant trading volume, it may be a good time to participate; conversely, a downward gap may indicate a market reversal [2] Group 3 - On June 24, 2025, the net outflow of main funds was 27.23 million yuan, accounting for 18% of the total transaction volume [2] - The net outflow from large orders was 22.47 million yuan, while the net outflow from retail investors was 1.42 million yuan [2] - Related industry sectors include optical optoelectronics (1.87%), national security (1.22%), military industry (1.31%), and military-civilian integration (0.89%) [2]

Core Viewpoint - The company announced a significant contract with a leading U.S. company, which is expected to enhance its technological capabilities in the optoelectronic packaging and testing equipment sector, thereby strengthening its competitive edge and positively impacting its financial performance in the current and future years [1]. Group 1 - The company’s wholly-owned subsidiaries, ficonTEC Service GmbH and ficonTEC Automation GmbH, signed a routine operational contract with a major U.S. company and its subsidiary [1]. - The contract amount is approximately €17.1 million, equivalent to over 100 million RMB, representing more than 12.82% of the company's audited revenue for the fiscal year 2024 [1]. - The execution of this contract is expected to contribute positively to the company's operational performance for the current and future years [1].

Core Viewpoint - Shenzhen Ruifeng Optoelectronics Co., Ltd. has adjusted the exercise price of stock options and the repurchase price of restricted stocks as part of its 2024 stock option and restricted stock incentive plan, following the distribution of cash dividends to shareholders [1][3]. Summary by Sections Incentive Plan Review - The incentive plan was initially approved on February 26, 2024, with the board and supervisory committee confirming the list of incentive recipients [2]. - The plan included a public announcement of the incentive recipient list from February 27 to March 7, 2024, with no objections raised [2]. - The first extraordinary general meeting of shareholders approved the relevant proposals on March 14, 2024 [2]. - On March 22, 2024, adjustments to the incentive plan and the granting of stock options and restricted stocks were approved [2]. - On January 13, 2025, the board and supervisory committee approved the repurchase and cancellation of some restricted stocks [2]. - A total of 1,000,000 stock options reserved under the plan became invalid due to not identifying recipients within 12 months [2]. - On April 23, 2025, further adjustments to stock options and conditions for the first exercise period were approved [2]. Reasons and Methods for Adjustment - The company announced a cash dividend of 0.2 yuan per 10 shares, totaling 13,728,047.06 yuan, based on a total share capital of 686,402,353 shares [3]. - The adjustment of the exercise price and repurchase price is required due to the dividend distribution [3]. - The adjusted exercise price for stock options is calculated as follows: P = P0 - V, where P0 is the original price and V is the dividend per share [3]. - The adjusted exercise price for the first grant of stock options is approximately 3.91 yuan per share, down from 3.93 yuan [3]. - The adjusted repurchase price for restricted stocks is approximately 1.95 yuan per share, down from 1.97 yuan [3]. Perspectives from Various Parties - The company stated that the adjustment is in line with regulations and will not materially affect its financial status or operating results [4]. - The supervisory committee agreed that the adjustment complies with relevant regulations and does not harm the interests of the company or shareholders [4]. - Legal opinions confirm that the necessary approvals for the adjustment have been obtained, but the company must fulfill its information disclosure obligations [4].

证券研究报告 电子 | 光学光电子 非金融|公司点评报告 hyzqdatemark 2025 年 06 月 23 日 证券分析师 投资评级： 买入（维持） ——注销减资+股权激励，彰显长期稳定发展信心 投资要点： 风险提示。宏观经济下行；市场需求不及预期；产能扩张不及预期等。 | 盈利预测与估值（人民币） | | | | | | | --- | --- | --- | --- | --- | --- | | | 2023 | 2024 | 2025E | 2026E | 2027E | | 营业收入（百万元） | 2,481 | 2,760 | 3,342 | 3,750 | 4,361 | | 同比增长率（%） | 22.30% | 11.23% | 21.12% | 12.19% | 16.30% | | 归母净利润（百万元） | 121 | 196 | 305 | 348 | 401 | | 同比增长率（%） | 291.09% | 61.44% | 56.04% | 13.94% | 15.31% | | 每股收益（元/股） | 0.18 | 0.29 | 0.45 | 0.51 | 0.59 | | ...

Core Viewpoint - The stock of 8Yuan Shikong (688181) shows strong potential for short-term gains as it has recently broken through short-term resistance levels, although the mid-term trend remains uncertain, awaiting direction from major capital flows [1][2]. Group 1: Price and Cost Analysis - The current main cost for the stock is 29.43 Yuan, with a 5-day main cost of 28.93 Yuan, a 20-day main cost of 29.24 Yuan, and a 60-day main cost of 28.21 Yuan [1]. - The stock has experienced one instance of hitting the upper limit and one instance of hitting the lower limit in the past year [1]. Group 2: Technical Analysis - The short-term pressure level is at 29.28 Yuan, while the short-term support level is at 28.22 Yuan [2]. - The stock is exhibiting a "Bullish Cannon" pattern, indicating potential for upward movement at the bottom, continuation in the middle, and a composite peak signal at the top [2]. Group 3: Capital Flow Data - On June 23, 2025, the net inflow of major capital was 635.43 million Yuan, accounting for 8% of the total transaction volume [2][3]. - The net inflow from large orders was 292.35 million Yuan, while the net inflow from retail investors was 86.66 million Yuan [2][3]. Group 4: Financial Data - The latest financial report indicates earnings per share of 0.18 Yuan and an operating profit of 0.30 billion Yuan [4]. - The net profit reported is approximately 23.04 million Yuan, with a sales gross margin of 42.626% [4]. - The stock is associated with sectors such as optical optoelectronics (2.21%), lithography machines (2.60%), new materials (1.74%), and LED (1.94%) [4].

长江商报消息 ●长江商报记者 徐靓丽 "全国向民间资本推介项目平台"数据显示，截至今年6月20日，全国向民间资本推介项目达11745个，总 投资额10.14万亿元。 多地发布重大项目清单 国家统计局日前发布的数据显示，随着一系列促进民营经济发展的政策措施落地实施，民间项目投资稳 定增长。1—5月份，民间投资同比持平。其中，民间项目投资（扣除房地产开发民间投资）同比增长 5.8%。分行业看，住宿和餐饮业民间投资增长25.3%，增速比1—4月份加快2.6个百分点；文化、体育和 娱乐业民间投资增长10.0%，增速加快2.1个百分点；基础设施民间投资增长10.0%，增速加快0.4个百分 点；制造业民间投资增长8.1%。 2025年以来，多地持续面向民间资本推介投资项目清单，鼓励和吸引民间资本参与重大项目建设。湖北 省发展改革委发布的2025年第一批面向民间资本的投资项目清单，229个项目入选，计划引入民间资本 916.7亿元，涉及光电子、新材料等重点产业领域。山西省发布的2025年第一批向民间资本推介项目名 单，共有项目60个，计划总投资622亿元，计划引入民间资本227亿元，包含产业类项目（含重点产业链 供应链项目 ...