青岛海泰新光科技股份有限公司2025 年半年度报告 公司代码：688677 公司简称：海泰新光 青岛海泰新光科技股份有限公司 青岛海泰新光科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 报告期内，不存在对公司生产经营产生实质性影响的特别重大风险。公司已在本报告中详细描述 可能存在的相关风险，敬请查阅第三节"管理层讨论与分析"中有关风险的说明。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人郑安民、主管会计工作负责人汪方华及会计机构负责人（会计主管人员）陈明 明声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺， 请投资者注意投资风险。 九、 ...

Market Overview - On May 27, A-shares experienced a collective adjustment, with the Shanghai Composite Index down 0.18% to 3340.69 points, the Shenzhen Component Index down 0.61% to 10029.11 points, and the ChiNext Index down 0.68% to 1991.64 points [1] Sector Performance - The best-performing sectors included recombinant proteins, glycyrrhizin, and weight loss drugs, while sectors such as Chiplet concept, AI chips, and gold concepts saw declines [1] - Specific net inflows and performance for sectors included: - Recombinant proteins: net inflow of 150 million with a rise of 4.79% - Chiplet concept: net outflow of 770 million with a decline of 2.93% - AI chips: net outflow of 1.124 billion with a decline of 2.25% [2] Fund Manager Changes - In the past 30 days (April 27 to May 27), 473 fund managers changed positions, with 10 announcements made on May 27 alone. Five of these changes were due to job transitions [3] - Notable fund managers include: - Tong Li from Huashang Fund, managing assets of 9.313 billion, with a top-performing fund returning 142.98% over nearly three years [3] - Ai Chong from CITIC Construction Investment Fund, managing assets of 145 million, with a top-performing fund returning 53.51% over just over a year [3] Fund Research Activity - In the last month, the most active fund in terms of company research was Bosera Fund, which conducted 107 company surveys, followed by Huaxia Fund with 95 and Harvest Fund with 91 [5] - The most researched industry was specialized equipment, with 525 surveys, followed by medical devices with 415 [5] Individual Stock Focus - The most researched stock in the past month was Zhaowei Electromechanical, with 88 fund management companies participating in the survey, followed by Anji Technology and Weir Shares with 82 and 73, respectively [5][6] - In the last week (May 20 to May 27), the most researched company was Anjisi, with 32 fund institutions conducting surveys [6]