1月6日，沃格光电涨5.22%，截至发稿，报36.11元/股，成交3.31亿元，换手率4.27%，总市值81.12亿 元。 资料显示，江西沃格光电集团股份有限公司位于江西省新余高新技术产业开发区西城大道沃格工业园， 成立日期2009年12月14日，上市日期2018年4月17日，公司主营业务涉及FPD光电玻璃精加工业务。主 营业务收入构成为：光电显示器件51.83%，光电玻璃精加工29.63%，其他18.44%，其他(补充)0.10%。 截至发稿，尤国梁累计任职时间6年77天，现任基金资产总规模42.62亿元，任职期间最佳基金回报 231.75%， 任职期间最差基金回报-15.93%。 从基金十大重仓股角度 数据显示，长城基金旗下1只基金重仓沃格光电。长城久嘉创新成长混合A（004666）三季度持有股数 550万股，与上期相比持股数量不变，占基金净值比例为5.8%，位居第五大重仓股。根据测算，今日浮 盈赚取约984.5万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

1月6日，沃格光电盘中上涨2.07%，截至13:35，报35.03元/股，成交2.58亿元，换手率3.34%，总市值 78.70亿元。 责任编辑：小浪快报 沃格光电所属申万行业为：电子-光学光电子-面板。所属概念板块包括：折叠屏、光刻机、OLED、 MLED、全面屏等。 截至12月10日，沃格光电股东户数2.31万，较上期增加10.46%；人均流通股9729股，较上期减少 9.46%。2025年1月-9月，沃格光电实现营业收入19.00亿元，同比增长15.66%；归母净利润-6694.27万 元，同比减少35.45%。 分红方面，沃格光电A股上市后累计派现1.18亿元。近三年，累计派现2136.46万元。 资金流向方面，主力资金净流出1837.96万元，特大单买入623.99万元，占比2.42%，卖出2121.13万元， 占比8.22%；大单买入5607.58万元，占比21.74%，卖出5948.41万元，占比23.07%。 沃格光电今年以来股价跌0.99%，近5个交易日涨8.45%，近20日涨11.03%，近60日涨6.38%。 资料显示，江西沃格光电集团股份有限公司位于江西省新余高新技术产业开发区西城大道 ...

资金流向方面，主力资金净流出2430.35万元，特大单买入692.99万元，占比2.91%，卖出1618.45万元， 占比6.79%；大单买入4508.96万元，占比18.91%，卖出6013.86万元，占比25.22%。 截至12月10日，沃格光电股东户数2.31万，较上期增加10.46%；人均流通股9729股，较上期减少 9.46%。2025年1月-9月，沃格光电实现营业收入19.00亿元，同比增长15.66%；归母净利润-6694.27万 元，同比减少35.45%。 分红方面，沃格光电A股上市后累计派现1.18亿元。近三年，累计派现2136.46万元。 沃格光电今年以来股价跌2.01%，近5个交易日涨4.11%，近20日涨13.01%，近60日跌0.83%。 资料显示，江西沃格光电集团股份有限公司位于江西省新余高新技术产业开发区西城大道沃格工业园， 成立日期2009年12月14日，上市日期2018年4月17日，公司主营业务涉及FPD光电玻璃精加工业务。主 营业务收入构成为：光电显示器件51.83%，光电玻璃精加工29.63%，其他18.44%，其他(补充)0.10%。 沃格光电所属申万行业为：电子-光学 ...

12月29日，沃格光电盘中上涨2.11%，截至10:15，报32.98元/股，成交1.27亿元，换手率1.75%，总市值 74.09亿元。 资金流向方面，主力资金净流出641.39万元，特大单买入0.00元，占比0.00%，卖出908.75万元，占比 7.13%；大单买入2534.24万元，占比19.89%，卖出2266.87万元，占比17.79%。 沃格光电今年以来股价涨30.61%，近5个交易日涨1.23%，近20日涨5.17%，近60日涨0.33%。 截至12月10日，沃格光电股东户数2.31万，较上期增加10.46%；人均流通股9729股，较上期减少 9.46%。2025年1月-9月，沃格光电实现营业收入19.00亿元，同比增长15.66%；归母净利润-6694.27万 元，同比减少35.45%。 分红方面，沃格光电A股上市后累计派现1.18亿元。近三年，累计派现2136.46万元。 机构持仓方面，截止2025年9月30日，沃格光电十大流通股东中，长城久嘉创新成长混合A（004666） 位居第五大流通股东，持股550.00万股，持股数量较上期不变。香港中央结算有限公司位居第八大流通 股东，持股191. ...

Group 1 - The core viewpoint of the news is that Woge Optoelectronics has shown a mixed performance in stock price and financial results, with a notable increase in stock price year-to-date but a decline in recent trading days [1][2]. - As of December 24, Woge Optoelectronics' stock price increased by 2.22% to 32.68 CNY per share, with a market capitalization of 7.342 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 29.43%, but a recent decline of 4.05% over the last five trading days [1]. Group 2 - For the period from January to September 2025, Woge Optoelectronics achieved a revenue of 1.9 billion CNY, representing a year-on-year growth of 15.66%, while the net profit attributable to shareholders was -66.9427 million CNY, a decrease of 35.45% year-on-year [2]. - The company has distributed a total of 118 million CNY in dividends since its A-share listing, with 21.3646 million CNY distributed over the past three years [3]. - As of September 30, 2025, Woge Optoelectronics had 23,100 shareholders, an increase of 10.46% from the previous period, with an average of 9,729 circulating shares per shareholder, a decrease of 9.46% [2][3].

12月23日，沃格光电盘中下跌2.03%，截至11:18，报31.92元/股，成交1.77亿元，换手率2.43%，总市值 71.71亿元。 资金流向方面，主力资金净流入429.62万元，大单买入2911.80万元，占比16.43%，卖出2482.18万元， 占比14.00%。 沃格光电今年以来股价涨26.42%，近5个交易日跌7.13%，近20日涨13.88%，近60日跌6.64%。 资料显示，江西沃格光电集团股份有限公司位于江西省新余高新技术产业开发区西城大道沃格工业园， 成立日期2009年12月14日，上市日期2018年4月17日，公司主营业务涉及FPD光电玻璃精加工业务。主 营业务收入构成为：光电显示器件51.83%，光电玻璃精加工29.63%，其他18.44%，其他(补充)0.10%。 沃格光电所属申万行业为：电子-光学光电子-面板。所属概念板块包括：商业航天（航天航空）、光刻 机、折叠屏、CPO概念、5G等。 截至12月10日，沃格光电股东户数2.31万，较上期增加10.46%；人均流通股9729股，较上期减少 9.46%。2025年1月-9月，沃格光电实现营业收入19.00亿元，同比增长15.66 ...

Core Insights - The stock price of Woge Optoelectronics increased by 2.04% to 32.00 CNY per share, with a market capitalization of 7.189 billion CNY [1] - The company has seen a year-to-date stock price increase of 26.73%, with a recent 5-day increase of 14.16% [1] - Woge Optoelectronics reported a revenue of 1.9 billion CNY for the first nine months of 2025, a year-on-year growth of 15.66%, but a net profit loss of 66.94 million CNY, a decrease of 35.45% year-on-year [2] Financial Performance - The company’s main business revenue composition includes 51.83% from optoelectronic display devices, 29.63% from optoelectronic glass processing, and 18.44% from other sources [1] - Cumulative cash dividends since the A-share listing amount to 118 million CNY, with 21.36 million CNY distributed over the past three years [3] Shareholder Information - As of October 31, 2025, the number of shareholders increased to 20,900, with an average of 10,745 circulating shares per person, a decrease of 0.97% [2] - The top circulating shareholder is Changcheng Jiujia Innovation Growth Mixed A, holding 5.5 million shares, unchanged from the previous period [3]

Core Viewpoint - Woge Optoelectronics experienced a stock price decline of 2.03% on November 28, with a current price of 29.91 CNY per share and a total market capitalization of 6.72 billion CNY [1] Financial Performance - For the period from January to September 2025, Woge Optoelectronics reported a revenue of 1.90 billion CNY, reflecting a year-on-year growth of 15.66%. However, the net profit attributable to shareholders was a loss of 66.94 million CNY, a decrease of 35.45% compared to the previous year [2] Stock Market Activity - As of November 28, the trading volume was 3.02 billion CNY, with a turnover rate of 4.44%. The stock has increased by 18.46% year-to-date, with a recent five-day increase of 11.40%, but has seen a decline of 3.36% over the past 20 days and 12.85% over the last 60 days [1] Shareholder Information - As of October 31, the number of shareholders for Woge Optoelectronics was 20,900, an increase of 1.01% from the previous period. The average number of circulating shares per shareholder decreased by 0.97% to 10,745 shares [2] Dividend Distribution - Since its A-share listing, Woge Optoelectronics has distributed a total of 118 million CNY in dividends, with 21.36 million CNY distributed over the past three years [3] Major Shareholders - As of September 30, 2025, the fifth largest circulating shareholder is Changcheng Jiujia Innovation Growth Mixed A, holding 5.50 million shares, unchanged from the previous period. Hong Kong Central Clearing Limited is the eighth largest shareholder, holding 1.92 million shares as a new investor [3]

Core Viewpoint - Woge Optoelectronics experienced a 5.44% increase in stock price, reaching 29.26 CNY per share, with a total market capitalization of 6.574 billion CNY as of November 27 [1] Company Overview - Woge Optoelectronics Group Co., Ltd. is located in Xinyu High-tech Industrial Development Zone, Jiangxi Province, and was established on December 14, 2009, with its listing date on April 17, 2018 [1] - The company's main business involves FPD optoelectronic glass processing, with revenue composition as follows: 51.83% from optoelectronic display devices, 29.63% from optoelectronic glass processing, and 18.44% from other sources [1] Shareholder Information - Changcheng Fund's Changcheng Jiujia Innovation Growth Mixed A (004666) holds 5.5 million shares of Woge Optoelectronics, representing 2.45% of the circulating shares, with a floating profit of approximately 8.305 million CNY [2][4] - The fund was established on July 5, 2017, with a current scale of 1.974 billion CNY and has achieved a year-to-date return of 33.11% [2] Fund Manager Performance - The fund manager of Changcheng Jiujia Innovation Growth Mixed A is You Guoliang, who has been in the position for 6 years and 37 days, managing assets totaling 4.262 billion CNY [3] - During his tenure, the best fund return was 140.15%, while the worst was -15.93% [3] Fund Holdings - Woge Optoelectronics is the fifth-largest holding in Changcheng Jiujia Innovation Growth Mixed A, accounting for 5.8% of the fund's net value [4]

Core Viewpoint - Woge Optoelectronics, a leading manufacturer of glass-based circuit boards and related electronic devices in China, has shown steady revenue growth but faces challenges in profitability, with a significant net loss reported in the latest quarter [2][5]. Group 1: Company Overview - Woge Optoelectronics was established on December 14, 2009, and went public on April 17, 2018, on the Shanghai Stock Exchange, with its headquarters in Xinyu, Jiangxi Province [1]. - The company specializes in the research, development, and manufacturing of glass-based circuit boards and is one of the few globally with full-process capabilities in this area [1]. Group 2: Financial Performance - For Q3 2025, Woge Optoelectronics reported revenue of 1.9 billion CNY, ranking 19th among 38 companies in the industry, while the industry leader, BOE Technology Group, achieved revenue of 154.55 billion CNY [2]. - The company's net profit for the same period was -436.53 million CNY, placing it 33rd in the industry, with the average net profit for the sector being 66.81 million CNY [2]. Group 3: Financial Ratios - As of Q3 2025, Woge Optoelectronics had a debt-to-asset ratio of 68.67%, which is higher than the industry average of 45.77% [3]. - The gross profit margin for the company was 18.48%, exceeding both the previous year's margin of 16.74% and the industry average of 14.89% [3]. Group 4: Management Compensation - The chairman, Yi Weihua, received a salary of 1.083 million CNY in 2024, an increase from 1.0751 million CNY in 2023 [4]. - The general manager, Zhang Chunjiao, earned 970,200 CNY in 2024, up from 956,000 CNY in 2023 [4]. Group 5: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 5.55% to 20,700, with an average holding of 10,900 shares per shareholder [5]. - The top ten circulating shareholders include Changcheng Jiujia Innovation Growth Mixed Fund, holding 5.5 million shares, and Hong Kong Central Clearing Limited, a new shareholder with 1.9198 million shares [5]. Group 6: Future Outlook - The company is expected to see stable growth in its traditional glass processing business, with new projects like the Chengdu Woge glass-based etching project anticipated to begin trial production in Q4 2025 [5]. - The glass-based Mini LED backlight products are already in mass production, with expectations for further advancements in product yield and development within the next few months [6].