2月3日晚间，成都旭光电子（600353）股份有限公司(以下简称"旭光电子")发布定增预案，拟向特定对 象发行股票募集资金总额不超过10亿元。扣除发行费用后，募资净额将重点投向高压真空灭弧室扩能、 前沿电子器件研发产业化及补充流动资金三大方向，精准契合我国"十五五"时期电力装备国产化与绿色 发展战略导向，借力政策东风谋求跨越式发展。 此次定增是旭光电子呼应国家战略的重要举措。2026年1月15日，国家电网明确"十五五"期间固定资产 投资预计达4万亿元，较"十四五"增长40%，重点聚焦新型电力系统构建与科技创新，带动电力装备产 业链上下游协同发展。与此同时，"十五五"规划建议提出培育未来产业，推动量子科技、生物制造等领 域成为新的经济增长点，为企业前沿布局指明方向。 聚焦高压装备扩能契合绿色低碳导向 据悉，旭光电子在该领域已具备深厚技术积累，其126kV产品已实现全球最大规模示范应用，是国际上 第二家成功研制、可规模化生产252KV单断口真空断路器的企业。 深圳中金华创基金董事长龚涛在接受《证券日报》记者采访时表示："旭光电子此次高压扩产项目精准 对接'十五五'特高压投资风口，加之2024年我国252kV真空灭 ...

Core Viewpoint - Company plans to raise up to 1 billion RMB through a private placement to fund expansion projects and working capital, with a focus on high-voltage vacuum arc extinguishing chambers and related technologies [2][3][4] Group 1: Fundraising Details - The company intends to issue shares to no more than 35 specific investors, with the total fundraising amount not exceeding 1 billion RMB [2] - The issuance has been approved by the board but requires shareholder approval and regulatory clearance before implementation [2] - The number of shares issued will not exceed 30% of the company's total shares prior to the issuance, amounting to approximately 249 million shares [3] Group 2: Project Focus - The primary project funded by this capital raise is the expansion of high-voltage (72.5kV and above) vacuum arc extinguishing chambers, with an investment of approximately 559 million RMB, using 370 million RMB from the raised funds [4][5] - Additional projects include the research and industrialization of plasma heating high-power emission tubes, cyclotron tubes, and transient energy management switches, with a construction period of 2 to 4 years [6] - The company also plans to allocate 300 million RMB to supplement working capital to support ongoing operational growth [6] Group 3: Market Context - The expansion is driven by increased investment in the power grid, with the State Grid's fixed asset investment expected to reach 4 trillion RMB during the 14th Five-Year Plan, a 40% increase from the previous plan [3] - The company has successfully developed a 252kV single-break environmentally friendly vacuum circuit breaker, becoming the second company globally to achieve this [3]

Group 1 - The company, Xuguang Electronics (600353.SH), announced a plan to issue shares to specific investors, aiming to raise a total of no more than 1 billion yuan [1] - The funds raised will be used entirely for projects including the expansion of high-voltage (72.5kV and above) vacuum arc extinguishing chambers, development and industrialization of high-power plasma heating emitters, cyclotron tubes, and transient energy management switches, as well as to supplement working capital [1]

智通财经APP讯，旭光电子(600353.SH)发布公告，公司拟向特定对象发行股票，募集资金总额不超过 10亿元(含本数)，扣除发行费用后将全部用于：高压(72.5kV及以上)真空灭弧室扩能项目、等离子体加 热大功率发射管、回旋管及瞬态能量管理开关研发及产业化项目、补充流动资金项目。 ...

每日经济新闻 （记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经AI快讯，旭光电子2月3日晚间发布公告称，本次向特定对象发行股票的相关事项已经公司第十一 届董事会第十六次会议审议通过，尚需获得公司股东会审议批准，本次发行的发行对象为不超过35名 （含35名）符合中国证监会、上交所规定条件的特定投资者，其中，本次向特定对象发行股票的数量按 照募集资金总额除以发行价格确定，且不超过本次发行前公司总股本的30%，即不超过约2.49亿股（含 本数）。本次发行的发行价格不低于定价基准日前20个交易日公司股票交易均价的80%。本次发行拟募 集不超过人民币10亿元，募集资金用于以下用途：高压（72.5kV及以上）真空灭弧室扩能项目，总投资 约5.59亿元，拟投入募集资金3.7亿元；等离子体加热大功率发射管、回旋管及瞬态能量管理开关研发及 产业化项目，总投资约4.39亿元，拟投入募集资金3.3亿元；补充流动资金项目，总投资3亿元，拟投入 募集资金3亿元。 每经头条（nbdtoutiao）——全网呼吁的健康福真的来了！这份"史上最短"红包攻略快收好 ...

旭光电子公告，公司2026年度拟向特定对象发行A股股票募集资金总额不超过人民币10亿元，扣除发行 费用后将全部用于高压（72.5kV及以上）真空灭弧室扩能项目、等离子体加热大功率发射管、回旋管及 瞬态能量管理开关研发及产业化项目及补充流动资金项目。本次向特定对象发行股票的数量按照募集资 金总额除以发行价格确定，且不超过本次发行前公司总股本的30%，即不超过2.49亿股（含本数）。最 终发行价格将由公司董事会根据股东会授权在本次发行申请通过上交所审核并经中国证监会同意注册 后，按照相关法律法规、部门规章及规范性文件的规定，根据竞价结果与本次发行的保荐机构（主承销 商）协商确定，但不低于前述发行底价。 ...

Core Viewpoint - The company is actively engaged in the commercial aerospace and controlled nuclear fusion sectors, focusing on the development and supply of critical electronic vacuum devices and power components, which are expected to drive long-term growth despite currently representing a small portion of overall revenue [1] Group 1: Commercial Aerospace - The company provides electronic vacuum devices for new satellite platforms and communication systems for commercial aircraft, and has achieved small-scale supply [1] Group 2: Controlled Nuclear Fusion - In the nuclear fusion sector, the company focuses on key power devices required for fusion reactors, including vacuum capacitors, hydrogen thyratrons, high-power klystrons, and cyclotron tubes [1] - The vacuum capacitors have already achieved mass supply, while hydrogen thyratrons and high-power klystrons are in critical stages of research and customer validation [1] - Cyclotron tubes are currently in the product development phase [1] Group 3: Market Position and Future Outlook - Both sectors are in a market expansion phase, maintaining a good growth momentum, and are considered important strategic directions for the company's long-term development [1]

Core Viewpoint - The company is actively involved in the development of products for controlled nuclear fusion and is expanding its commercial applications in this field [1] Group 1: Product Development - The company currently offers products for controlled nuclear fusion, including cold cathode thyratrons, traveling wave tubes, high-power microwave isolators, and vacuum capacitors [1] - The company is also engaged in the research and development of cyclotron tubes [1] Group 2: Strategic Initiatives - The company plans to leverage the domestic key national science center platform to participate in major national scientific projects [1] - The company aims to continuously expand its commercial applications in the field of controlled nuclear fusion [1]

Core Viewpoint - The company, Guoli Electronics (688103.SH), is actively involved in the development of products for controlled nuclear fusion and is expanding its commercial applications in this field [1]. Group 1: Product Development - Current products used for controlled nuclear fusion include cold cathode thyratrons, traveling wave tubes, high-power microwave isolators, and vacuum capacitors [1]. - The company is also engaged in the research and development of cyclotron tubes [1]. Group 2: Strategic Initiatives - The company plans to leverage the domestic key national science center platform to participate in major national scientific projects [1]. - There is a focus on continuously expanding commercial applications in the field of controlled nuclear fusion [1].

Core Viewpoint - The company is actively involved in the development of products for controlled nuclear fusion and aims to expand its commercial applications in this field [1] Product Development - The company's current products for controlled nuclear fusion include cold cathode thyratrons, traveling wave tubes, high-power microwave isolators, and vacuum capacitors [1] - The company is also engaged in the research and development of cyclotron tubes [1] Strategic Initiatives - The company plans to leverage the domestic key national science center platform to participate in major national scientific projects [1] - The focus is on continuously expanding its commercial applications in the controlled nuclear fusion sector [1]