Core Viewpoint - Aopu Optoelectronics experienced a decline of 5.02% on September 23, with a stock price of 54.86 yuan per share and a total market capitalization of 13.166 billion yuan [1] Company Overview - Aopu Optoelectronics, established on June 26, 2001, and listed on January 15, 2010, is located in Changchun, Jilin Province. The company specializes in the research, production, and sales of optoelectronic measurement control instruments, new medical instruments, optical materials, and grating encoders [1] - The revenue composition of Aopu Optoelectronics includes composite materials (39.35%), optoelectronic measurement instruments (33.88%), grating sensors (23.62%), precision casting (1.64%), and optical materials (1.51%) [1] Shareholder Information - Yongying Fund's Yongying Semiconductor Industry Smart Selection Mixed Fund A (015967) entered the top ten circulating shareholders of Aopu Optoelectronics in the second quarter, holding 2.9 million shares, which accounts for 1.21% of the circulating shares. The estimated floating loss today is approximately 8.41 million yuan [2] - The fund was established on September 22, 2022, with a current scale of 196 million yuan. Year-to-date returns are 67.36%, ranking 393 out of 8172 in its category, while the one-year return is 147.22%, ranking 150 out of 7995 [2] Fund Manager Performance - The fund manager of Yongying Semiconductor Industry Smart Selection Mixed Fund A is Zhang Haixiao, who has been in the position for 2 years and 118 days. The total asset size of the fund is 2.436 billion yuan, with the best return during his tenure being 68.69% and the worst being -19.48% [3] Fund Holdings - Yongying Semiconductor Industry Smart Selection Mixed Fund A holds 2.9 million shares of Aopu Optoelectronics, representing 6.09% of the fund's net value, making it the tenth largest holding. The estimated floating loss today is approximately 8.41 million yuan [4]

Group 1 - The core point of the news is that Aopu Optoelectronics experienced a decline of 5.02% in stock price, reaching 54.86 yuan per share, with a trading volume of 573 million yuan and a turnover rate of 4.27%, resulting in a total market capitalization of 13.166 billion yuan [1] - Aopu Optoelectronics, established on June 26, 2001, and listed on January 15, 2010, is located in Changchun, Jilin Province. The company specializes in the research, production, and sales of optoelectronic measurement control instruments, new medical instruments, optical materials, and grating encoders [1] - The revenue composition of Aopu Optoelectronics includes composite materials (39.35%), optoelectronic measurement instruments (33.88%), grating sensors (23.62%), precision casting (1.64%), and optical materials (1.51%) [1] Group 2 - From the perspective of the top ten circulating shareholders, Guotai Fund's Guotai Zhongzheng Military Industry ETF (512660) increased its holdings by 280,000 shares in the second quarter, bringing its total to 1.6814 million shares, which accounts for 0.7% of the circulating shares [2] - The Guotai Zhongzheng Military Industry ETF (512660) was established on July 26, 2016, with a latest scale of 15.601 billion yuan. It has achieved a year-to-date return of 15.27%, ranking 3147 out of 4220 in its category, and a one-year return of 51.46%, ranking 1948 out of 3814 [2] - The fund manager of Guotai Zhongzheng Military Industry ETF is Ai Xiaojun, who has a cumulative tenure of 11 years and 257 days. The total asset scale under his management is 141.859 billion yuan, with the best fund return during his tenure being 219.18% and the worst being -46.54% [3]

Group 1 - The core viewpoint of the news is that Aopu Optoelectronics has experienced a significant stock price increase, rising 5.26% to 59.84 CNY per share, with a total market capitalization of 14.362 billion CNY and a cumulative increase of 18.24% over the past six days [1] - Aopu Optoelectronics, established on June 26, 2001, and listed on January 15, 2010, specializes in the research, production, and sales of optoelectronic measurement control instruments, new medical instruments, optical materials, and grating encoders [1] - The company's main business revenue composition includes composite materials (39.35%), optoelectronic measurement instruments (33.88%), grating sensors (23.62%), precision casting (1.64%), and optical materials (1.51%) [1] Group 2 - From the perspective of major shareholders, Yongying Fund's "Yongying Semiconductor Industry Smart Mixed Fund A" (015967) entered the top ten circulating shareholders of Aopu Optoelectronics in the second quarter, holding 2.9 million shares, which accounts for 1.21% of the circulating shares [2] - The fund has achieved a return of 63.43% this year, ranking 452 out of 8172 in its category, and a return of 142.59% over the past year, ranking 145 out of 7980 [2] - The fund manager, Zhang Haixiao, has a total fund asset scale of 2.436 billion CNY, with the best fund return during his tenure being 62.07% and the worst being -19.48% [2]

Core Viewpoint - Aopu Optoelectronics experienced a significant stock price increase of 10.01% on September 17, with a trading volume of 593 million yuan, indicating strong market interest and activity [1] Financing Summary - On September 17, Aopu Optoelectronics had a financing buy-in amount of 66.49 million yuan and a financing repayment of 70.20 million yuan, resulting in a net financing outflow of 3.70 million yuan [1] - The total financing and securities balance reached 476 million yuan, accounting for 3.57% of the circulating market value, which is above the 80th percentile of the past year, indicating a high level of financing activity [1] - The company had no shares repaid in securities lending on September 17, with 1,700 shares sold short, amounting to 94,600 yuan at the closing price, and a securities lending balance of 30,300 yuan, also above the 60th percentile of the past year [1] Business Performance - As of June 30, Aopu Optoelectronics reported a total of 40,400 shareholders, a decrease of 24.89% from the previous period, while the average circulating shares per person increased by 33.14% to 5,943 shares [2] - For the first half of 2025, the company achieved operating revenue of 360 million yuan, a year-on-year decrease of 1.12%, and a net profit attributable to shareholders of 30.84 million yuan, down 9.51% year-on-year [2] Dividend and Shareholding Information - Since its A-share listing, Aopu Optoelectronics has distributed a total of 339 million yuan in dividends, with 25.20 million yuan distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders included new entrants such as Yongying Semiconductor Industry Smart Selection Mixed Fund, holding 2.90 million shares, and an increase in holdings by Guotai Junan CSI Military Industry ETF [3]

Company Overview - Changchun Aopu Optoelectronics Technology Co., Ltd. was established on June 26, 2001, and listed on January 15, 2010. The company specializes in the research, production, and sales of optoelectronic measurement and control instruments, new medical instruments, optical materials, and grating encoders [2] - The main business revenue composition includes composite materials (39.35%), optoelectronic measurement instruments (33.88%), grating sensors (23.62%), precision casting (1.64%), and optical materials (1.51%) [2] - Aopu Optoelectronics is classified under the defense industry, specifically military electronics, and is involved in sectors such as specialized and innovative enterprises, lithography machines, medical devices, robotics, and machine vision [2] Financial Performance - As of June 30, 2025, Aopu Optoelectronics reported a revenue of 360 million yuan, a year-on-year decrease of 1.12%, and a net profit attributable to shareholders of 30.84 million yuan, down 9.51% year-on-year [2] - The company has distributed a total of 339 million yuan in dividends since its A-share listing, with 25.2 million yuan distributed over the past three years [3] Stock Performance - On August 27, Aopu Optoelectronics' stock price increased by 2.00%, reaching 54.97 yuan per share, with a trading volume of 223 million yuan and a turnover rate of 1.70%, resulting in a total market capitalization of 13.193 billion yuan [1] - Year-to-date, the stock price has risen by 45.96%, with a recent decline of 4.08% over the last five trading days, a 14.40% increase over the last 20 days, and a 26.14% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 13, where it recorded a net buy of -115 million yuan [1] Shareholder Structure - As of June 30, 2025, the number of shareholders for Aopu Optoelectronics was 40,400, a decrease of 24.89% from the previous period, with an average of 5,943 circulating shares per person, an increase of 33.14% [2] - Among the top ten circulating shareholders, new entrants include Yongying Semiconductor Industry Smart Selection Mixed Fund (holding 2.9 million shares), and Jin Xin Steady Strategy Mixed Fund (holding 1.59 million shares) [3]

Company Overview - Changchun Optoelectronics Technology Co., Ltd. was established on June 26, 2001, and listed on January 15, 2010. The company is located in Changchun Economic and Technological Development Zone, Jilin Province. Its main business includes the research, production, and sales of optoelectronic measurement and control instruments, new medical instruments, optical materials, and grating encoders [2]. Business Performance - For the first quarter of 2025, the company achieved operating revenue of 166 million yuan, a year-on-year decrease of 3.63%. The net profit attributable to the parent company was 13.81 million yuan, down 19.31% year-on-year [2]. - The company's main business revenue composition is as follows: composite materials 39.66%, optoelectronic measurement instruments 35.21%, grating sensors 22.44%, optical materials 1.85%, and others 0.84% [2]. Stock Performance - As of August 22, the stock price of Optoelectronics rose by 2.05% to 57.19 yuan per share, with a total market capitalization of 13.726 billion yuan. The stock has increased by 51.86% year-to-date, with a 7.91% rise in the last five trading days, 16.36% in the last 20 days, and 31.83% in the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 13, where it recorded a net buy of -115 million yuan [1]. Shareholder Information - As of March 31, 2025, the number of shareholders increased by 29.80% to 53,800, with an average of 4,464 circulating shares per person, a decrease of 22.96% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Guotai CSI Military Industry ETF, with respective holdings of 1.4132 million shares and 1.4014 million shares, both showing increases compared to the previous period [3]. Dividend Information - Since its A-share listing, the company has distributed a total of 339 million yuan in dividends, with 25.2 million yuan distributed over the past three years [3].

Core Viewpoint - The company, Aopu Optoelectronics, has confirmed that its optical precision machinery and optical materials can be utilized for underwater exploration and marine resource surveying through its newly developed low-light imaging products [2]. Group 1 - The company is recognized as a leading domestic enterprise in the research and production of optical precision machinery and optical materials [2]. - Aopu Optoelectronics has successfully validated multiple low-light imaging products in fields such as night vision and underwater imaging [2]. - The company's products are applicable for underwater detection, indicating potential expansion into marine resource exploration [2].