作为全国举足轻重的科教大省，湖北以高度的战略自觉，肩负起推动科技自立自强、建设科技强国的战 略责任，为把科技的命脉牢牢掌握在自己手中贡献更多力量。 围绕产业链部署创新链，确保重要产业链供应链自主安全可控。面向产业发展需求开展科技创新，聚焦 现代化产业体系建设重点领域和薄弱环节，加大技术创新，攻克关键核心技术，全面拓展应用，推动优 势产业发展壮大。 融合的目标是增加高质量科技产出和提升产业质效，关键是强化企业的创新主体地位，途径是科技成果 的转化。深度融合，双向奔赴，产出高水平科技成果、培育新的经营主体，产出高质量新产品、培育新 的市场需求，从而塑造高质量发展的更多新动能、新优势。 要想成为具有全国影响力的科技创新高地，就必须具备国家级的科技创新能力、战略地位和突出贡献。 湖北是全国重要的智力密集区、高层次人才集聚区和高质量科技成果产出大省。"十四五"期间，湖北强 化"卡脖子"关键核心技术攻关，在一批战略必争领域屡有重大突破，一系列前沿科技成果领跑全球，一 大批"国之重器"挺起大国脊梁，一系列行业领航产品不断涌现。湖北成为全国最大的光电子芯片研发生 产基地、最大的中小尺寸显示面板制造基地，全国重要的商业航天基地 ...

Core Points - The company is Suzhou Everbright Photonics Co., Ltd., established as a joint-stock company under Chinese law, with a registered capital of RMB 176.279943 million [1][2] - The company was approved by the China Securities Regulatory Commission for its initial public offering of 33,900,000 shares, which were listed on the Shanghai Stock Exchange on April 1, 2022 [1][3] - The company's business scope includes the research, development, production, and sales of optoelectronic chips, devices, and systems [3][4] Company Structure - The company operates with a long-term business duration and has a board of directors led by a chairman who is also the legal representative [2][3] - The company’s shares are issued in the form of stocks, with each share having a nominal value of RMB 1.00 [5][6] - The total number of shares issued by the company is 176.279943 million, all of which are ordinary shares [8] Shareholder Rights and Responsibilities - Shareholders are entitled to rights proportional to their shareholdings, including profit distribution and voting rights at shareholder meetings [12][13] - The company has provisions for shareholders to propose agenda items for meetings and to request the convening of extraordinary shareholder meetings under certain conditions [25][28] - Major shareholders must adhere to regulations regarding the exercise of rights and must not abuse their control to harm the company or other shareholders [41][42] Corporate Governance - The company’s articles of association serve as a binding document for the organization and behavior of the company, shareholders, and management [3][12] - The board of directors is responsible for the overall management and must report to the shareholders annually [74] - Shareholder meetings can be held annually and must be convened within six months after the end of the previous fiscal year [48][49] Financial Management - The company can increase its registered capital through various methods, including issuing new shares to unspecified or specific investors [22] - The company is prohibited from acquiring its own shares except under specific circumstances, such as capital reduction or employee stock ownership plans [24][25] - Any external guarantees provided by the company must be approved by the board and then by the shareholders if they exceed certain thresholds [20][21]

Core Viewpoint - Suzhou Changguang Huaxin Optoelectronic Technology Co., Ltd. plans to cancel its supervisory board, change its business scope, and revise its articles of association, pending approval from the shareholders' meeting [1][2][3]. Business Scope Changes - The company intends to expand its business scope to include manufacturing and sales of optoelectronic devices, power electronic components, semiconductor discrete devices, and various electronic components, as well as technology services and import-export activities [1][2]. Cancellation of Supervisory Board - The supervisory board will be abolished, with its functions transferred to the audit committee of the board of directors. Relevant provisions in the articles of association will be amended accordingly [2][3]. Revision of Articles of Association - The articles of association will be revised to enhance corporate governance and comply with legal requirements, including the removal of references to the supervisory board and the addition of provisions related to the audit committee [2][3]. Shareholder Meeting Approval - The proposed changes require approval from the shareholders' meeting, and the board of directors will seek authorization to handle the necessary filings [3].

5月28日，由中华国际科学交流基金会技转专家专委会、中国产业发展促进会、北京专精特新企业商会、博星证券、产融社等多家单位联合发起的"新一代 信息技术产业投融资私董会"在北京石景山区古城创业大厦成功举办。 本次活动致力于为新一代信息技术领域的高潜企业搭建高效务实的资本对接平台，吸引了近百位来自国央企、头部投资机构、科研平台及产业链上下游的 专业人士，围绕"科技成果产业化、资本精准对接、地方落地模式"展开深度交流。 开场致辞与投资人主题发言 北京专精特新企业商会专职副会长郭海涛主持开场，他强调新一代信息技术在产业链重塑、智能化转型和全球竞争格局中的重要性。 云研资本创始及管理合伙人李利凯博士以"如何投资产业变化与科技趋势"为主题发表开场演讲。他结合在红杉资本及中关村投资体系的实践经验，深入分 析了如何发现产业真实价值，并创造预期价值。 华夏芯智慧光子科技（北京）有限公司投融资负责人李钧鸿表示，作为行业技术领先的半导体光电子芯片器件制造商和AI智算中心光互联综合解决方案 服务商，华夏芯智慧光子科技拥有光芯片-器件-模块全产业链垂直整合能力，核心团队拥有国际一流技术研发实力和产业化经验。 讯飞幻境（北京）科技有限公司 ...

2025 年 04 月 13 日 行业周报 看好/维持 机械 机械 3 月挖机内销超预期，继续看好工程机械板块（20250407-20250413） (20%) (10%) 0% 10% 20% 30% 24/4/15 24/6/26 24/9/6 24/11/17 25/1/28 25/4/10 ◼ 子行业评级 ◼ 推荐公司及评级 相关研究报告 证券分析师：崔文娟 电话：021-58502206 E-MAIL：cuiwj@tpyzq.com 分析师登记编号：S1190520020001 证券分析师：刘国清 电话：021-61372597 E-MAIL：liugq@tpyzq.com 分析师登记编号：S1190517040001 证券分析师：张凤琳 电话： E-MAIL：zhangfl@tpyzq.com 分析师登记编号：S1190523100001 报告摘要 行情回顾 本期（4 月 7 日-4 月 11 日），沪深 300 下跌 2.9%，机械板块下跌 6.7%， 在所有一级行业中排名 27。细分行业看，半导体设备涨幅最大，上涨 1.9%； 激光加工设备跌幅最大，下跌 11.3%。 本周观点 3 月挖机内销 ...