多只牛股提示风险！ 睿能科技12月2日晚间提示风险称，公司股票从2025年11月24日至今累计涨幅51.36%，短期累计涨幅较大，存 在快速上涨后下跌的风险。 睿能科技表示，公司主要从事工业自动化控制产品的研发、生产、销售业务和IC产品分销业务。公司不从事机 器人整机制造业务。公司工业自动化控制产品主要应用于纺织、机床加工、冶金、能源电力等领域，其中机器 人不是主要应用领域，2025年前三季度应用到机器人领域的营业收入金额约1678万元，占公司营业收入比例约 1.02%，后续公司工控产品在机器人应用领域的业绩增长存在较大不确定性，对公司业绩无重大影响。请投资 者谨慎决策，注意投资风险。 睿能科技称，截至2025年12月1日，公司股东平潭捷润股权投资管理合伙企业（有限合伙）已通过集中竞价方 式减持公司150万股，目前仍处于减持计划期间，请投资者注意股东减持风险。 道明光学12月2日晚间发布股价异动公告称，公司业务未来可能面临宏观环境、产业政策以及市场环境等不确 定因素影响，可能存在应收账款、汇率波动、市场竞争等风险，对公司未来业绩影响具有不确定性。 道明光学还表示，目前，公司生产经营情况正常，不存在内外部经营环 ...

来源：第一财经 近日，一A股公司实控人被董事会选举为董事长，其本人却投出反对票。11月28日，艾比森发布《第六 届董事会第一次会议决议公告》，会议审议通过了多个议案。在选举第六届董事会董事长的议案中，公 司同意选举丁彦辉为公司第六届董事会董事长。值得注意的是，丁彦辉投了1票反对，反对理由是"对董 事长岗位薪酬不满意"。艾比森2024年年报显示，丁彦辉当年从公司获得的税前报酬总额为435.56万 元，其中包含员工持股计划的本金和收益173.99万元。 公开资料显示，丁彦辉出生于1973年，中国国籍，1996年毕业于甘肃陇东学院中文系，2004年至2010年 在清华大学深圳研究生院EMBA班、金融投资班、市场营销班学习。2001年8月创业成立艾比森，一直 担任公司董事长、法定代表人至今（其中有十八年兼任总经理），现并任惠州艾比森董事，艾比森投资 公司董事长，艾比森会务公司董事等。 ...

Group 1: Market Performance - The Shanghai Composite Index fell by 0.55%, the Shenzhen Component Index dropped by 0.77%, and the ChiNext Index decreased by 0.88% during the morning session [1][8] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 10,560 billion, a decrease of 1,807 billion compared to the previous day [1][8] - Over 3,900 stocks in the market experienced declines, with sectors such as energy metals, gaming, education, battery materials, rare earth permanent magnets, and film and television showing significant losses [1][8] Group 2: Sector Highlights - The pharmaceutical commercial sector, along with local stocks from Fujian, Hainan Free Trade Zone, tourism and hotels, AI mobile phones, real estate, and coal mining, saw notable gains [1][8] - AI mobile phone concept stocks remained active, with companies like Daoming Optics achieving a four-day consecutive rise and Furong Technology securing two consecutive gains [1][8] - Fujian local stocks continued to rise in the afternoon, with Dongbai Group hitting the daily limit, and several other stocks such as Zhaobiao Co., Pingtan Development, and Hai Xin Food also reaching their limits [3][8] Group 3: Policy Developments - The Fujian provincial government announced 12 new policies aimed at enhancing trade and cultural exchanges with Taiwan, including support for Taiwanese enterprises and optimizing tax services for Taiwanese businesses [7][14] - The launch of China's drug price registration system is set for December 2, 2025, allowing domestic and foreign pharmaceutical companies to independently declare drug prices, promoting transparency and global market integration [4][11] Group 4: International Relations - Two Japanese organizations have requested to visit China, reflecting concerns over recent remarks by Japanese Prime Minister Suga regarding Taiwan, which have strained Sino-Japanese relations [2][10] - The Chinese Coast Guard has taken measures to drive away a Japanese fishing vessel that illegally entered the waters around the Diaoyu Islands, emphasizing China's stance on territorial sovereignty [5][12]

本报记者 桂小笋 上海明伦律师事务所王智斌律师告诉《证券日报》记者，上市公司的信息披露要求"真实、准确、完 整、及时"，如果发现有对股价产生异动的信息，基于审慎原则，要通过法定渠道进行说明。"建议公司 更快速地响应市场出现的传闻，建立市场传闻快速核查机制，在股价异动初期主动澄清。" 12月2日晚间，道明光学发布股票交易异常波动公告，12月1日、12月2日连续2个交易日收盘价格涨幅偏 离值累计超过20%。而在11月30日晚间，公司也曾发布了类似公告。 截至12月2日，道明光学已经连续4个交易日股价涨停。 值得注意的是，在11月30日晚间的股票交易异常波动公告中，道明光学也未提及AI手机相关信息。 福州公孙策公关咨询有限公司合伙人詹军豪接受《证券日报》记者采访时表示，近期，公司因"AI手 机"等热点概念被市场热炒，股价异动。公司迅速表明未发现影响股价的未公开重大信息，且明确自身 并无AI手机相关业务，及时给市场降温，有助于防止投资者因盲目跟风而遭受损失。 道明光学在12月2日晚间的公告中提及，"未发现近期公共传媒报道了可能或已经对本公司股票交易价格 产生较大影响的未公开重大信息；但公司关注到近期部分媒体、网络论坛 ...

因对董事长岗位薪酬不满意，艾比森董事长丁彦辉在公司《关于选举第六届董事会董事长的议案》中投出了唯一的一张反对票。 根据艾比森2024年年报披露的情况来看， 丁彦辉2024年从公司获得的税前报酬总额为435.56万元， 其中包含员工持股计划的本金和收益173.99万 元。对比其2023年288.45万元的年薪，丁彦辉的年薪涨幅在一年间达到了约51%。 下载财联社APP获取更多资讯 11月28日，艾比森发布第六届董事会第一次会议决议公告。值得注意的是，在审议通过《关于选举第六届董事会董事长的议案》中， 表决结果：8票 同意，1票反对，0票弃权，0票回避。 作为公司董事长的丁彦辉对本议案投了反对票，反对理由：对董事长岗位薪酬不满意。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

证券日报网讯12月2日，国星光电（002449）在互动平台回答投资者提问时表示，截至11月20日，公司 股东人数为67183户。 ...

Core Viewpoint - The stock of Daoming Optics experienced abnormal trading fluctuations, with a cumulative price increase exceeding 20% over two consecutive trading days [1] Summary by Categories Stock Performance - Daoming Optics' stock closed with a price increase that deviated by more than 20% on December 1 and December 2, 2025, indicating significant trading volatility [1] Company Communication - The company has not identified any undisclosed significant information that could have impacted its stock price, despite the abnormal trading activity [1] Market Discussion - There has been recent media and online forum discussion regarding the company's involvement in "AI smartphones," but the company clarifies that it does not have any related business in this area [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300269 | 联建光电 | 7.19 | 20.03% | 149.00万 | 10.34亿 | | 002983 | 芯瑞达 | 25.08 | 5.16% | 39.51万 | 10.18亿 | | 300102 | 乾照光电 | 22.03 | 4.90% | 250.19万 | 52.54亿 | | 300632 | 光莆股份 | 15.84 | 4.90% | 1 35.03万 | 5.41亿 | | 920438 | 戈碧迦 | 42.12 | 4.65% | 6.94万 | 2.84亿 | | 002992 | 宝明科技 | 51.58 | 4.58% | 2.18万 | 2660'T | | 603685 | 晨丰科技 | 21.81 | 2.30% | 2.97万 | 6426.19万 | | 002217 | 合力泰 | 3.26 | 2.19% | 258.45万 | 8.40亿 | | 600707 | 彩虹股份 | 5 ...

证券代码：301045 证券简称：天禄科技 苏州天禄光科技股份有限公司 投资者关系活动记录表 编号：2025-004 | | □特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 投资者关系活 动类别 | □新闻发布会 | 路演活动 ☑ | | | □现场参观 | □电话会议 | | | □其他： （请文字说明其他活动内容） | | | 参与单位名称 及人员姓名 | 投资者网上提问 | | | 时间 | 2025 年 12 月 02 日 | | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | 董事会秘书：肖明冬先生 | | | 公司接待人员 姓名 | 投资者关系总监：李艳茹女士 | | | | 证券事务代表：宋欢欢女士 | | | | 投资者提出的问题及公司回复情况 | | --- | --- | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、公司的发展规划是怎么样的，关于新项目 TAC 光学膜现 | | | 在的进度如何？厂房工程建设进入如何？ | | | 尊 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [1]. Core Insights - The company focuses on the development of optical imaging, fingerprint recognition modules, and automotive electronic components, aiming to enhance its product matrix and transition from a consumer electronics imaging solution provider to a core component supplier for smart hardware [6][15]. - The company is expected to benefit from optical innovation and the wave of automotive intelligence, leading to steady improvements in profitability and market share [15]. Summary by Sections Company Overview - The company is committed to the synergistic development of imaging and fingerprint recognition, focusing on high-end manufacturing upgrades [6][15]. - It aims to grow into a technology enterprise providing integrated machine vision and human vision solutions [15]. Mobile Camera Module Business - The company holds a leading global market share in mobile camera modules, with a focus on enhancing the structure of its products [7][27]. - The market for mobile camera modules is expected to continue its stable growth, driven by increasing smartphone penetration and consumption upgrades [30][32]. - The sales proportion of high-end mobile camera modules (32M pixels and above) reached 53.4% in the first half of 2025 [7][27]. Other Camera Module Business - The IoT and automotive camera markets are expanding rapidly, with the company seeing a 47.9% year-on-year growth in sales for these modules [8][36]. - The global automotive camera module market is projected to reach USD 27.3 billion by 2025, with the company aiming to replicate its mobile camera market position in this sector [8][36]. Fingerprint Recognition Module Business - The market for ultrasonic fingerprint recognition modules is gradually expanding, with significant improvements in sales and product structure leading to increased gross margins [9][46]. - The company reported that its sales of ultrasonic fingerprint recognition modules in the first half of 2025 exceeded the total sales for 2024 [9][48]. Financial Forecast and Investment Recommendation - Revenue projections for the company are estimated at RMB 20.447 billion, RMB 22.854 billion, and RMB 26.331 billion for 2025, 2026, and 2027, respectively, with corresponding net profits of RMB 714 million, RMB 909 million, and RMB 1.138 billion [10][12]. - The company's P/E ratios for the same years are expected to be 14.5x, 11.3x, and 9.1x, which are lower than the industry averages [10][12].