1月29日，国光电气跌2.23%，成交额3.26亿元。两融数据显示，当日国光电气获融资买入额3589.61万 元，融资偿还2863.27万元，融资净买入726.35万元。截至1月29日，国光电气融资融券余额合计4.86亿 元。 融资方面，国光电气当日融资买入3589.61万元。当前融资余额4.84亿元，占流通市值的4.34%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，国光电气1月29日融券偿还200.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量1.27万股，融券余额130.53万元，超过近一年90%分位水平，处于高位。 资料显示，成都国光电气股份有限公司位于四川省成都经济技术开发区(龙泉驿区)星光西路117号，成 立日期1981年10月8日，上市日期2021年8月31日，公司主营业务涉及从事真空及微波应用产品研发、生 产和销售。主营业务收入构成为：微波器件60.90%，核工业设备及部件29.97%，其他民用产品8.83%， 其他(补充)0.30%。 分红方面，国光电气A股上市后累计派现9172.33万元。近三年，累计派现4172.76万元。 机构持仓方面，截止2 ...

Group 1 - The core viewpoint of the news is that Guoguang Electric has seen a significant stock price increase, rising 5.03% to 122.89 yuan per share, with a total market capitalization of 13.319 billion yuan and a cumulative increase of 15.69% over three days [1] - Guoguang Electric, established on October 8, 1981, and listed on August 31, 2021, specializes in the research, production, and sales of vacuum and microwave application products, with revenue composition of 60.90% from microwave devices, 29.97% from nuclear industry equipment and components, and 8.83% from other civilian products [1] Group 2 - From the perspective of major fund holdings, Tongtai Fund has a significant position in Guoguang Electric, with its Tongtai New Energy fund increasing its holdings by 7,278 shares in the fourth quarter, bringing the total to 26,900 shares, which represents 4.32% of the fund's net value [2] - The Tongtai New Energy fund, established on September 29, 2022, has a current scale of 39.3356 million yuan and has achieved a year-to-date return of 12.88%, ranking 147 out of 5,579 in its category, and a one-year return of 92.28%, ranking 137 out of 4,202 [2]

12月25日，国光电气涨5.22%，截至发稿，报97.33元/股，成交2.45亿元，换手率2.38%，总市值105.49 亿元。 资料显示，成都国光电气股份有限公司位于四川省成都经济技术开发区(龙泉驿区)星光西路117号，成 立日期1981年10月8日，上市日期2021年8月31日，公司主营业务涉及从事真空及微波应用产品研发、生 产和销售。主营业务收入构成为：微波器件60.90%，核工业设备及部件29.97%，其他民用产品8.83%， 其他(补充)0.30%。 从基金十大重仓股角度 数据显示，同泰基金旗下1只基金重仓国光电气。同泰新能源1年持有股票A（015145）三季度增持6996 股，持有股数1.97万股，占基金净值比例为4.89%，位居第十大重仓股。根据测算，今日浮盈赚取约 9.49万元。 同泰新能源1年持有股票A（015145）成立日期2022年9月29日，最新规模2031.31万。今年以来收益 58.26%，同类排名403/4197；近一年收益52.2%，同类排名434/4170；成立以来收益28.08%。 同泰新能源1年持有股票A（015145）基金经理为陈宗超。 截至发稿，陈宗超累计任职时间4年 ...

12月22日，国光电气盘中上涨2.07%，截至09:39，报94.53元/股，成交1.16亿元，换手率1.13%，总市值 102.45亿元。 资金流向方面，主力资金净流出781.35万元，特大单买入1456.21万元，占比12.55%，卖出3201.43万 元，占比27.60%；大单买入3140.67万元，占比27.08%，卖出2176.80万元，占比18.77%。 国光电气今年以来股价涨100.51%，近5个交易日跌6.41%，近20日涨9.51%，近60日涨10.52%。 今年以来国光电气已经3次登上龙虎榜，最近一次登上龙虎榜为10月9日，当日龙虎榜净买入3782.43万 元；买入总计1.56亿元 ，占总成交额比22.23%；卖出总计1.18亿元 ，占总成交额比16.84%。 资料显示，成都国光电气股份有限公司位于四川省成都经济技术开发区(龙泉驿区)星光西路117号，成 立日期1981年10月8日，上市日期2021年8月31日，公司主营业务涉及从事真空及微波应用产品研发、生 产和销售。主营业务收入构成为：微波器件60.90%，核工业设备及部件29.97%，其他民用产品8.83%， 其他(补充)0.30%。 ...

Group 1 - The core point of the news is that Guoguang Electric has seen a significant stock price increase of 6.28%, reaching 94.06 CNY per share, with a trading volume of 299 million CNY and a market capitalization of 10.195 billion CNY [1] - Guoguang Electric, established on October 8, 1981, and listed on August 31, 2021, is located in Chengdu Economic and Technological Development Zone, Sichuan Province. The company specializes in the research, production, and sales of vacuum and microwave application products [1] - The main revenue composition of Guoguang Electric includes microwave devices (60.90%), nuclear industry equipment and components (29.97%), other civilian products (8.83%), and others (0.30%) [1] Group 2 - Longsheng Fund has a significant holding in Guoguang Electric, with its Longsheng Transformation Upgrade Mixed Fund (001197) increasing its stake by 27,700 shares in the third quarter, bringing the total to 85,400 shares, which accounts for 3.25% of the fund's net value [2] - The Longsheng Transformation Upgrade Mixed Fund (001197) was established on April 21, 2015, with a current size of 219 million CNY. It has achieved a year-to-date return of 15.62%, ranking 5097 out of 8213 in its category, and a one-year return of 4.21%, ranking 7049 out of 8130 [2] - The fund manager, Wang Bingfang, has been in charge for 3 years and 120 days, with the fund's total asset size at 471 million CNY. The best return during his tenure was -9.4%, while the worst was -47.99% [3]

Core Insights - On November 14, Guoguang Electric experienced a decline of 9.42% with a trading volume of 591 million yuan, indicating significant market activity and investor sentiment [1] - The company reported a net financing outflow of 4.05 million yuan on the same day, with a total financing and securities balance of 427 million yuan, suggesting a high level of leverage [1] - As of September 30, Guoguang Electric's revenue for the first nine months of 2025 was 254 million yuan, a year-on-year decrease of 44.16%, and it recorded a net loss of 40 million yuan, a significant decline of 192.41% compared to the previous year [2] Financing and Securities - On November 14, Guoguang Electric had a financing buy-in of 66.1 million yuan, with a current financing balance of 426 million yuan, representing 4.44% of its market capitalization [1] - The company’s margin trading data shows a high level of activity, with the financing balance exceeding the 90th percentile of the past year [1] - The short selling data indicates a total of 308 shares sold short on November 14, with a short selling balance of 1,115 shares, also reflecting a high level of market engagement [1] Shareholder Structure - As of September 30, the number of shareholders for Guoguang Electric increased to 8,431, a rise of 47.58%, while the average number of circulating shares per person decreased by 32.24% to 12,855 shares [2] - The company has distributed a total of 91.72 million yuan in dividends since its A-share listing, with 41.73 million yuan distributed in the last three years [3] - Notable changes in institutional holdings include new entries such as Guotou Ruijin National Security Mixed A and Xin'ao Cycle Power Mixed A among the top ten circulating shareholders [3]

Core Insights - On November 12, Guoguang Electric experienced a decline of 5.87% with a trading volume of 578 million yuan, indicating market volatility [1] - The company reported a net financing outflow of 13.37 million yuan on the same day, with a total financing and margin trading balance of 387 million yuan [1] - As of September 30, Guoguang Electric's revenue for the first nine months of 2025 was 254 million yuan, a year-on-year decrease of 44.16%, and it recorded a net loss of 40 million yuan, a significant decline of 192.41% [2] Financing and Margin Trading - On November 12, Guoguang Electric had a financing buy-in of 67.95 million yuan, with a current financing balance of 386 million yuan, representing 3.53% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of leverage [1] - The company had a margin trading balance of 1.07 million shares, valued at 107.66 million yuan, also exceeding the 90th percentile of the past year [1] Shareholder Information - As of September 30, the number of shareholders for Guoguang Electric increased by 47.58% to 8,431, while the average circulating shares per person decreased by 32.24% to 12,855 shares [2] - The company has distributed a total of 91.72 million yuan in dividends since its A-share listing, with 41.73 million yuan distributed in the last three years [3] - Notable changes in institutional holdings include new shareholders such as Guotou Ruijin National Security Mixed A and Xin'ao Cycle Power Mixed A, while some previous major shareholders have exited [3]

Core Viewpoint - Guoguang Electric experienced a significant stock price increase of 8.93% on November 11, with a trading volume of 9.65 billion yuan, indicating strong market interest and activity in the stock [1]. Financing and Trading Activity - On November 11, Guoguang Electric had a financing buy-in amount of 125 million yuan and a financing repayment of 110 million yuan, resulting in a net financing buy of 15.26 million yuan. The total financing and securities balance reached 401 million yuan [1]. - The current financing balance stands at 399 million yuan, accounting for 3.43% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. - In terms of securities lending, Guoguang Electric had no shares repaid on November 11, with 300 shares sold short, amounting to 32,200 yuan at the closing price. The remaining short selling volume is 11,900 shares, with a short selling balance of 1.27 million yuan, also above the 90th percentile level over the past year [1]. Company Performance - As of September 30, Guoguang Electric reported a total of 8,431 shareholders, an increase of 47.58% from the previous period, while the average circulating shares per person decreased by 32.24% to 12,855 shares [2]. - For the period from January to September 2025, Guoguang Electric achieved operating revenue of 254 million yuan, a year-on-year decrease of 44.16%. The net profit attributable to the parent company was -40 million yuan, a significant decline of 192.41% year-on-year [2]. Dividend and Shareholder Information - Since its A-share listing, Guoguang Electric has distributed a total of 91.72 million yuan in dividends, with 41.73 million yuan distributed over the past three years [3]. - As of September 30, 2025, among the top ten circulating shareholders, Guotou Ruijin National Security Mixed A (001838) is the fourth largest shareholder with 1.73 million shares, marking a new entry. Hong Kong Central Clearing Limited is the fifth largest with 730,200 shares, an increase of 149,400 shares from the previous period [3].

Core Viewpoint - Guoguang Electric experienced a 5.54% increase in stock price, reaching 94.88 CNY per share, with a trading volume of 420 million CNY and a turnover rate of 4.17%, resulting in a total market capitalization of 10.283 billion CNY [1] Group 1: Company Overview - Guoguang Electric, established on October 8, 1981, is located in Chengdu Economic and Technological Development Zone, Sichuan Province [1] - The company was listed on August 31, 2021, and its main business involves the research, production, and sales of vacuum and microwave application products [1] - The revenue composition of the company includes: 60.90% from microwave devices, 29.97% from nuclear industry equipment and components, 8.83% from other civilian products, and 0.30% from other sources [1] Group 2: Shareholder Information - Guotou Ruijin Fund has a fund that ranks among the top ten circulating shareholders of Guoguang Electric, specifically the Guotou Ruijin National Security Mixed A Fund (001838), which entered the top ten in the third quarter with 1.7311 million shares, accounting for 1.6% of circulating shares [2] - The estimated floating profit for this fund today is approximately 8.6207 million CNY [2] - The Guotou Ruijin National Security Mixed A Fund was established on December 2, 2015, with a latest scale of 2.857 billion CNY, and has achieved a year-to-date return of 9.99% [2]

Core Viewpoint - Guoguang Electric has experienced a significant stock price increase of 81.74% year-to-date, despite recent fluctuations in trading performance [1][2] Company Overview - Guoguang Electric, established on October 8, 1981, and listed on August 31, 2021, is located in Chengdu Economic and Technological Development Zone, specializing in the research, production, and sales of vacuum and microwave application products [1] - The company's main business revenue composition includes microwave devices (60.90%), nuclear industry equipment and components (29.97%), other civilian products (8.83%), and others (0.30%) [1] Financial Performance - For the period from January to September 2025, Guoguang Electric reported an operating income of 254 million yuan, a year-on-year decrease of 44.16%, and a net profit attributable to shareholders of -40 million yuan, a year-on-year decrease of 192.41% [2] - The company has cumulatively distributed dividends of 91.72 million yuan since its A-share listing, with 41.73 million yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 47.58% to 8,431, while the average circulating shares per person decreased by 32.24% to 12,855 shares [2] - Notable changes in the top ten circulating shareholders include the entry of new shareholders such as Guotou Ruijin National Security Mixed A and Xin'ao Cycle Power Mixed A, while some previous shareholders exited the list [3] Market Activity - On October 31, Guoguang Electric's stock rose by 2.07%, with a trading volume of 200 million yuan and a turnover rate of 2.21%, leading to a total market capitalization of 9.286 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent net purchase of 37.82 million yuan on October 9 [1]