国泰海通证券股份有限公司 关于无锡市德科立光电子技术股份有限公司 首次公开发行部分限售股上市流通的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐人"）作为无 锡市德科立光电子技术股份有限公司（以下简称"德科立"、 "公司"或"发行人"） 首次公开发行股票并在科创板上市及 2023 年度向特定对象发行股票的保荐人， 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板上市公司自律 监管指引第 1 号——规范运作》《上海证券交易所科创板股票上市规则》等有关 法律法规和规范性文件的要求，就德科立首次公开发行部分限售股上市流通的事 项进行了审慎核查，并发表如下核查意见： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会 2022 年 6 月 13 日出具的《关于同意无锡市德 科立光电子技术股份有限公司首次公开发行股票注册的批复》 会第十一次会议审议通过了《关于公司 2024 年度利润分配预案的议案》，以方案 实施前的公司总股本 120,892,825 股为基数，向全体股东每 10 股派发现金红利 公司召开 2024 年年度股东会，审议通过上述议案并于 2025 年 5 月 29 日完成 ...

证券代码：688205 证券简称：德科立 公告编号：2025-037 ? 本次股票上市流通日期为2025 年 8 月 11 日（2025 年 8 月 9 日为非交易日， 上市流通日顺延至 2025 年 8 月 11 日）。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会 2022 年 6 月 13 日出具的《关于同意无锡市德 科立光电子技术股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕 年 8 月 9 日在上海证券交易所科创板上市。公司发行后总股本为 97,280,000 股， 其中有限售条件流通股为 74,919,592 股，无限售条件流通股为 22,360,408 股。 本次上市流通的限售股为公司首次公开发行限售股，限售股股东数量为 7 名， 分别为无锡泰可领科实业投资合伙企业（有限合伙）、钱明颖、兰忆超、沈良、桂 桑、渠建平、张劭。锁定期为自公司上市之日（即 2022 年 8 月 9 日）起 36 个月， 该部分限售股股东对应的股份数量为 68,949,442 股，占公司股本总数的 43.5602%。 本次解除限售并申请上市流通股份数量 68,949,442 股，现锁定期即将届 ...

Group 1 - The core viewpoint is that Dongtian Micro (301183.SZ) does not currently produce Faraday rotation plates, which are essential raw materials for manufacturing optical isolators [1] - The company procures Faraday rotation plates for the production of optical isolators [1]

Core Viewpoint - The company does not currently produce Faraday rotation plates, which are essential raw materials for manufacturing optical isolators, and relies on procurement to meet production needs [2]. Group 1 - Investors inquired about the market coverage of the company's Faraday rotation plates among domestic optical module enterprises [2]. - The company confirmed that it sources Faraday rotation plates for the production of optical isolators, indicating a reliance on external suppliers [2]. - The company addressed concerns regarding ensuring stable supply in light of growing market demand [2].

Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, with total revenue reaching 993 million and a year-on-year growth of 121.12% [1] - Net profit attributable to shareholders was 217 million, reflecting a remarkable growth of 1712.00% [1] - The growth in performance is primarily driven by advancements in artificial intelligence and a rapid expansion in the data communication market [1] Revenue Breakdown - In the first half of 2025, revenue from optical chips and devices amounted to 700 million, accounting for 70.52% of total revenue [2] - Revenue from indoor optical cables was 150 million, representing 15.11% of total revenue [2] - Revenue from polymer materials for cables reached 126 million, making up 12.66% of total revenue [2] International Performance - The company's overseas revenue was 452 million, showing a substantial year-on-year increase of 323.59%, which constituted 45.50% of total revenue [2]

Core Viewpoint - Long光华芯 experienced a significant block trade on July 29, with a transaction volume of 200,000 shares and a transaction value of 14.002 million yuan, reflecting a discount of 0.70% compared to the closing price of the day [1] Group 1: Trading Activity - The block trade on July 29 was executed at a price of 70.01 yuan per share [1] - In the last three months, Long光华芯 has recorded a total of 6 block trades, amounting to a cumulative transaction value of 71.103 million yuan [1] - The closing price of Long光华芯 on the same day was 70.50 yuan, marking an increase of 6.85% [1] Group 2: Market Performance - The stock had a turnover rate of 14.03% and a total trading volume of 1.014 billion yuan for the day [1] - There was a net inflow of 867,200 yuan in main funds throughout the day [1] - Over the past five days, the stock has increased by 15.16% [1] Group 3: Financing Data - The latest financing balance for Long光华芯 is 364 million yuan, with an increase of 45.4743 million yuan over the past five days, representing a growth rate of 14.26% [1]

欧菲光集团股份有限公司 公司章程 欧菲光集团股份有限公司 章 程 二零二五年七月 第 1 页/共 49 页 司 公司章程 欧菲光集团股份有限公 目 录 第 2 页/共 49 页 欧菲光集团股份有限公司 公司章程 第一章 总则 第一条 为维护公司、股东、职工和债权人的合法权益，规范公司的组织和 行为，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》）和其他有关规定，制订本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限公司（以下 简称"公司"）。 公司经中华人民共和国商务部以商资批[2007]1642 号文批准和深圳市贸易 工业局深贸工资复[2007]2785 号文转批复，由深圳欧菲光科技有限公司以整体变 更方式设立；在深圳市工商行政管理局注册登记，取得营业执照，注册号为 第三条 公司于 2010 年 6 月 28 日经中国证券监督管理委员会批准，首次向 社会公众发行人民币普通股 2400 万股，于 2010 年 8 月 3 日在深圳证券交易所 上市。 第四条 公司注册中文名称：欧菲光集团股份有限公司。 英文名称：OFILM Group Co., ...

Core Viewpoint - The company, Shijia Photon (688313.SH), has approved a proposal to utilize idle funds for cash management, ensuring that it does not affect its main business operations and maintains risk control [1] Group 1 - The company will use up to 400 million yuan of temporarily idle self-owned funds for cash management [1] - The cash management will involve purchasing low-risk financial products with high safety and liquidity, including but not limited to structured deposits, agreement deposits, notice deposits, time deposits, large-denomination certificates of deposit, and income certificates [1] - The approval for this cash management strategy is valid for 12 months from the date of the board's resolution [1]

Group 1: Profit and Revenue Analysis - In the first half of 2025, industrial enterprises achieved a total profit of CNY 34,365.0 billion, a year-on-year decline of 1.8% (previous value: -1.1%) [1] - Total operating revenue reached CNY 66.78 trillion, reflecting a year-on-year growth of 2.5% (previous value: 2.7%) [1] - In June, profits decreased by 4.3% year-on-year, an improvement from the previous decline of 9.1% [1] Group 2: Production and Price Dynamics - Industrial production accelerated, with a 6.8% year-on-year increase in June's added value, driven by strong export performance and domestic demand during the 618 shopping festival [1] - The Producer Price Index (PPI) fell by 3.6% year-on-year in June, continuing to exert pressure on profit recovery [1] - The cumulative profit margin for January to June was recorded at 5.15%, with a year-on-year decline of 0.26 percentage points [1] Group 3: Inventory and Receivables Management - Finished goods inventory reached CNY 6.60 trillion, growing by 3.1% year-on-year, indicating a slowdown in nominal inventory growth [1] - The average accounts receivable collection period decreased to 69.8 days in June, marking the first drop below 70 days in 2025, although it still increased by 3.6 days year-on-year [1] - The turnover days for finished goods inventory were recorded at 20.4 days, a decrease of 0.4 days month-on-month [1] Group 4: Sector Performance Insights - The equipment manufacturing sector showed significant profit growth, with a 9.6% increase in June, contributing 3.8 percentage points to overall industrial profit growth [2] - The "two new" policies positively impacted profit improvements in sectors like medical equipment and consumer electronics, with profits in smart drones and computers growing by 160.0% and 97.2% respectively [2] - However, downstream consumer goods manufacturing sectors such as furniture and textiles experienced negative profit growth [2]

Group 1 - The core point of the article is the differentiated dividend distribution plan approved by the board of Wuhan Changying Tongguang Technology Co., Ltd. and the rationale behind it [1][5] - The company plans to repurchase shares using excess funds, with a total repurchase amount between RMB 20 million and RMB 40 million, at a price not exceeding RMB 33.13 per share, within a 12-month period [1][2] - The differentiated dividend distribution will result in a cash dividend of RMB 0.5 per 10 shares, with a total cash dividend amounting to RMB 5,967,004.95, accounting for 33.26% of the profit attributable to shareholders for the fiscal year 2024 [2][3] Group 2 - The number of shares eligible for profit distribution is calculated by deducting the shares held in the repurchase account from the total shares, resulting in 119,258,828 shares eligible for the dividend [3][4] - The reference price for ex-dividend trading is calculated as RMB 33.36 per share, based on the previous closing price of RMB 33.41 and the cash dividend [4] - The differentiated dividend distribution complies with relevant laws and regulations, ensuring no harm to the interests of the company and all shareholders [5]