每经AI快讯，联创光电（SH 600363，收盘价：57.78元）12月26日晚间发布公告称，江西联创光电科技 股份有限公司控股股东江西省电子集团有限公司持有公司股份数量约为9474万股，占公司总股本比例为 21.01%；本次解除质押并再质押后，累计质押股份数量约为7571万股，占其所持有公司股份总数的 79.92%，占公司总股本的16.79%。 2025年1至6月份，联创光电的营业收入构成为：智能控制产品占比49.81%，背光源及应用产品占比 36.15%，半导体激光系列及航天微电子元器件占比7.77%，光电通信缆和智能装备缆及金属材料占比 4.45%，其他业务占比1.83%。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 张明双） 截至发稿，联创光电市值为261亿元。 ...

人民财讯12月19日电，*ST星光（002076）12月19日公告，公司及全资子公司佛山雪莱特光电科技中 标"佛山市南海区金盾电子工程有限公司设备采购项目"，合同金额总计约2295.55万元，占公司2024年 度营业收入的11.96%。 ...

近日，新光光电对外表示，正在开拓民用要地防御领域进行配套核心模块，已研制的激光反无产品正在进行市场 推广，部分项目正在商务洽谈中。 显然，这是其践行"军民融合双轮驱动"战略的关键进展。随着无人机普及带来的安全风险激增，关键基础设施 的"要地防御"需求迫切，形成了一个快速增长的新兴市场，新光光电切入此领域，有效分散了其过于依赖军工订 单的风险。 新光光电深耕先进光学技术二十余年，致力于服务国防科技工业先进武器系统研制等领域，专注于为武器系统研 制提供光学制导、光学目标与场景仿真、激光对抗和光电专用测试等方向的高精尖组件、装置、系统和解决方 案。 围绕激光对抗应用需求，新光光电成功突破了多项关键技术难题，包括激光空间合束技术、基于同波段的激光发 射/接收成像共口径设计技术、热效应控制补偿技术、激光杂散光抑制等技术，并相继研制出了多套试验装置和 原理验证样机，在国内首次实现了动平台对运动目标的成像、捕获、跟踪、瞄准及精准毁伤。现阶段，公司正对 高能激光发射与快速跟踪瞄准系统进行轻小型化与模块化优化，以持续提升其技术指标与实战性能。 新光光电在研项目披露显示，公司的激光对抗项目已在无人机压制等应用的实物对比测试中胜出 ...

Core Viewpoint - The company, Xingwang Yuda, is actively engaged in the development and production of optical-electronic equipment, showcasing advancements in technology and product applications in both military and civilian sectors [1] Group 1: Product Offerings - The main products of the company include airborne optical-electronic pods, vehicle-mounted/ship-mounted optical turrets, and ship-mounted optical evidence collection systems [1] - The company has developed a general-purpose small high-power servo driver, which features small size, high power, strong versatility, and rich interfaces [1] - The company has also created a specific type of strong light denial device that utilizes advanced optical technology to achieve "soft kill, soft damage" effects, offering significant advantages in size, weight, and operability compared to traditional weapons [1] Group 2: Application Scenarios - The optical-electronic pod products have corresponding application scenarios in both special fields and civilian areas [1] Group 3: Financial Reporting - The company's specific operational conditions are to be verified through its disclosed periodic reports [1]

Group 1 - The core point of the news is that Jingpin Special Equipment experienced a decline of 5.05% in stock price, reaching 76.55 CNY per share, with a total market capitalization of 5.792 billion CNY [1] - Jingpin Special Equipment focuses on the research, production, and sales of optoelectronic reconnaissance equipment and military robots, with its main business revenue composition being: special robots 39.03%, intelligent manufacturing 23.71%, simulation 18.99%, intelligent sensing equipment 16.16%, technical services 2.10%, and others 0.02% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Nuoan Fund holds a significant position in Jingpin Special Equipment, with 163,400 shares, accounting for 3.42% of the fund's net value, ranking as the eighth largest heavy stock [2] - The Nuoan Research Selected Stock Fund (320022) has a total scale of 423 million CNY and has achieved a return of 22.98% this year, ranking 1978 out of 4206 in its category [2]

Group 1 - The company, Blue Shield Optoelectronics (300862.SZ), has stated that its main business does not currently involve the 6G field [1]

Core Viewpoint - The company, Jiu Zhi Yang, clarifies that there is no competitive relationship with Hua Zhi Yang, as their business scopes are significantly different, ensuring no overlap in operations [1] Group 1: Business Relationship - Hua Zhi Yang focuses on optical tracking detection systems, special television systems, water conservancy engineering detection equipment, and multi-axis simulation turntables, which do not compete with the core products and target markets of Jiu Zhi Yang [1] - The company has established a good partnership with Hua Zhi Yang, utilizing its infrared and laser products in Hua Zhi Yang's optical tracking systems [1] Group 2: Competition Agreement - The controlling shareholder, Huazhong Optoelectronics Research Institute, signed a long-term effective "Avoidance of Competition Agreement" with the company, ensuring that it and its controlled enterprises will not engage in competing businesses [1] - This agreement is designed to protect the legitimate rights and interests of the company and all investors [1]

Core Viewpoint - Jingpin Special Equipment experienced a decline of 5.06% in stock price, closing at 81.30 CNY per share, with a total market capitalization of 6.151 billion CNY [1] Company Overview - Beijing Jingpin Special Equipment Technology Co., Ltd. was established on July 9, 2009, and went public on December 8, 2022. The company specializes in the research, production, and sales of optoelectronic reconnaissance equipment and military robots [1] - The revenue composition of the company includes: special robots (39.03%), intelligent manufacturing (23.71%), simulation and emulation (18.99%), intelligent sensing equipment (16.16%), technical services (2.10%), and others (0.02%) [1] Shareholder Information - Among the top ten circulating shareholders, a fund under China Europe Fund, specifically the China Europe Industry Outlook Mixed A (012390), entered the top ten in the second quarter, holding 880,000 shares, which accounts for 2.49% of circulating shares. The estimated floating loss today is approximately 3.8104 million CNY [2] - The China Europe Industry Outlook Mixed A fund was established on June 16, 2021, with a current scale of 1.466 billion CNY. Year-to-date returns are 13.27%, ranking 5226 out of 8159 in its category, while the one-year return is 12.08%, ranking 5040 out of 8030. Since inception, the fund has a loss of 27.17% [2] Fund Performance - The fund manager of China Europe Industry Outlook Mixed A is Li Shuai, who has a cumulative tenure of 10 years and 92 days. The total asset scale of the fund is 4.618 billion CNY, with the best fund return during his tenure being 101.5% and the worst being -29.42% [3] Major Holdings - The China Europe High-end Equipment Stock Initiation A (016847) fund has increased its holdings in Jingpin Special Equipment by 370,100 shares in the second quarter, now holding 500,100 shares, which constitutes 5.22% of the fund's net value. The estimated floating loss today is around 2.1652 million CNY [4] - This fund was established on November 14, 2022, with a current scale of 170 million CNY. Year-to-date returns are 23.55%, ranking 2152 out of 4218, while the one-year return is 15.34%, ranking 2776 out of 3875. Since inception, the fund has a return of 3.97% [4] Fund Manager Information - The fund manager of China Europe High-end Equipment Stock Initiation A is also Li Shuai, with the same cumulative tenure and asset scale as mentioned previously [5]

Core Viewpoint - Jingpin Special Equipment experienced a decline of 5.09% on October 17, with a stock price of 87.89 yuan per share and a total market capitalization of 6.65 billion yuan [1] Company Overview - Beijing Jingpin Special Equipment Technology Co., Ltd. was established on July 9, 2009, and went public on December 8, 2022. The company specializes in the research, production, and sales of optoelectronic reconnaissance equipment and military robots [1] - The revenue composition of the company includes: special robots (39.03%), intelligent manufacturing (23.71%), simulation and emulation (18.99%), intelligent sensing equipment (16.16%), technical services (2.10%), and others (0.02%) [1] Shareholder Information - Among the top ten circulating shareholders of Jingpin Special Equipment, one fund under China Europe Fund, the China Europe Industry Outlook Mixed A (012390), entered the top ten in the second quarter, holding 880,000 shares, which accounts for 2.49% of the circulating shares. The estimated floating loss today is approximately 4.14 million yuan [2] - The China Europe Industry Outlook Mixed A fund was established on June 16, 2021, with a latest scale of 1.466 billion yuan. Year-to-date returns are 15.99%, ranking 4992 out of 8160 in its category, while the one-year return is 24.69%, ranking 3899 out of 8021. Since its inception, it has incurred a loss of 25.42% [2] Fund Manager Information - The fund manager of China Europe Industry Outlook Mixed A is Li Shuai, who has been in the position for 10 years and 86 days. The total asset scale of the fund is 4.479 billion yuan, with the best fund return during his tenure being 101.5% and the worst being -28.16% [3][5] Fund Holdings - The China Europe High-end Equipment Stock Initiation A (016847) fund has increased its holdings in Jingpin Special Equipment by 370,100 shares in the second quarter, bringing its total to 500,100 shares, which constitutes 5.22% of the fund's net value. The estimated floating loss today is approximately 2.36 million yuan [4] - This fund was established on November 14, 2022, with a latest scale of 170 million yuan. Year-to-date returns are 28.83%, ranking 1742 out of 4218 in its category, while the one-year return is 29.35%, ranking 1999 out of 3865. Since its inception, the fund has achieved a return of 8.41% [4]

Core Viewpoint - The company, Jiu Zhi Yang, is recognized as one of the advanced manufacturers of optoelectronic equipment in China, specializing in infrared thermal imaging, laser sensors, optical lenses, optical components, and optical star trackers [1] Company Overview - The company has accumulated years of technology in the fields of infrared thermal imaging, laser sensors, optical lenses, and optical star trackers [1] - It possesses the capability for independent research and development, as well as the production of a full range of infrared thermal imaging devices, lasers, optical components, and optical star trackers [1] - The company has mastered the corresponding product manufacturing processes [1] Strategic Development - The company acknowledges the national encouragement for listed companies to achieve high-quality development through mergers, acquisitions, and asset injections [1] - It expresses a strong agreement with this approach and indicates that it will consider significant actions such as acquisitions when the timing is appropriate [1] - The company commits to strictly adhering to relevant laws and regulations for timely information disclosure, ensuring that investors receive important information fairly and promptly [1]