证券日报网讯 1月9日，宝光股份（600379）在互动平台回答投资者提问时表示，2024年，公司第三次 荣获工业和信息化部"制造业单项冠军企业"称号。真空灭弧室是中压输配电设备实现安全、可靠电流开 断的核心元件，具备环保、高可靠性、长寿命等优势，能够有效提升电网的安全性和稳定性，对电网建 设具有重要作用。目前，公司主营产品正向更高电压等级迈进。 ...

Core Viewpoint - The stock of Xuguang Electronics has shown a positive trend with a 7.51% increase since the beginning of the year, despite a 16.96% decline over the past 60 days, indicating potential volatility in its performance [1]. Group 1: Stock Performance - As of January 7, Xuguang Electronics' stock price rose by 2.00% to 17.33 CNY per share, with a trading volume of 100 million CNY and a turnover rate of 0.71%, resulting in a total market capitalization of 14.383 billion CNY [1]. - The stock has experienced a 6.91% increase over the last five trading days and an 11.45% increase over the last 20 trading days [1]. Group 2: Financial Performance - For the period from January to September 2025, Xuguang Electronics reported a revenue of 1.181 billion CNY, reflecting a year-on-year growth of 5.57%, and a net profit attributable to shareholders of 101 million CNY, which is a 25.04% increase compared to the previous year [2]. - The company has distributed a total of 327 million CNY in dividends since its A-share listing, with 83.044 million CNY distributed over the past three years [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Xuguang Electronics was 67,600, a decrease of 9.61% from the previous period, while the average circulating shares per person increased by 10.63% to 12,261 shares [2]. - Notable new institutional shareholders include Yongying Ruixin Mixed A, holding 14.4507 million shares, and Huaxia Innovation Driven Mixed A, holding 3.8166 million shares [2].

振华科技（000733.SZ）12月25日在投资者互动平台表示，公司真空灭弧室及熔断器等电路保护元件、 电阻电容等被动元件可用于核电领域，已经进行相关应用配套。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司的新型元件器是否用于核电？有哪些产品，是否 独家供应？ ...

Group 1 - The core viewpoint of the article is that Zhenhua Technology (000733.SZ) has confirmed its circuit protection components, such as vacuum extinguishing chambers and fuses, can be applied in the nuclear power sector [1] - The company has already conducted relevant application support for these components in the nuclear power field [1]

12月25日，旭光电子盘中下跌2.03%，截至10:05，报16.41元/股，成交1.49亿元，换手率1.08%，总市值 136.20亿元。 资金流向方面，主力资金净流出2127.34万元，特大单买入113.21万元，占比0.76%，卖出1226.54万元， 占比8.23%；大单买入1808.44万元，占比12.14%，卖出2822.45万元，占比18.95%。 旭光电子今年以来股价涨129.19%，近5个交易日涨3.21%，近20日涨13.25%，近60日跌2.84%。 今年以来旭光电子已经3次登上龙虎榜，最近一次登上龙虎榜为10月13日。 责任编辑：小浪快报 资料显示，成都旭光电子股份有限公司位于四川省成都市新都区新工大道318号，成立日期1994年2月28 日，上市日期2002年11月20日，公司主营业务涉及金属陶瓷电真空器件、高低压配电成套装置及光电器 件业务。主营业务收入构成为：真空灭弧室(电力开关设备核心器件)44.56%，其他(补充)18.09%，航空 航天飞行器精密结构件13.28%，智能嵌入式计算机8.63%，新型电力及新能源成套设备6.78%，半导体 封装及热管理用氮化物电子材料5.15% ...

（编辑 丛可心 袁冠琳） 证券日报网讯 12月23日，宝光股份在互动平台回答投资者提问时表示，宝光股份的金属化陶瓷业务与 西电西瓷的业务不存在重叠。宝光股份的金属化陶瓷已经逐步在医疗、军工、高端半导体等领域实现应 用。公司作为央企控股上市公司，拥有完善的治理架构，权责分明、有效制衡、运转高效，能够保障业 务的顺利发展。公司一直重视科技创新和人才培养，拥有从原材料研发、核心零部件制造到真空灭弧室 生产的完整产业链核心技术体系与制造能力。在资金投入方面，公司持续加大研发力度，推动智能化、 数字化产线升级改造工程，实现"降本、提效、保供"三重目标，为业务规模化提供核心支撑。这些都表 明公司在管理架构、人才储备、资金投入等方面具备保障业务发展的能力。公司会根据市场情况和战略 规划，做出合理的业务布局和调整。 ...

Core Viewpoint - As of November 25, 2023, Xuguang Electronics' stock price increased by 2.01%, reaching 14.75 CNY per share, with a market capitalization of 12.242 billion CNY, reflecting a significant year-to-date price increase of 106.01% [1] Financial Performance - For the period from January to September 2025, Xuguang Electronics reported a revenue of 1.181 billion CNY, representing a year-on-year growth of 5.57%, and a net profit attributable to shareholders of 101 million CNY, which is a 25.04% increase compared to the previous year [2] - The company has distributed a total of 327 million CNY in dividends since its A-share listing, with 83.044 million CNY distributed over the past three years [2] Stock Market Activity - The stock has experienced a decline of 1.86% over the last five trading days, 14.54% over the last 20 days, and 11.14% over the last 60 days [1] - Xuguang Electronics has appeared on the stock market's "Dragon and Tiger List" three times this year, with the most recent occurrence on October 13 [1] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 9.61% to 67,600, while the average number of circulating shares per shareholder increased by 10.63% to 12,261 shares [2] - New institutional shareholders include Yongying Ruixin Mixed A, holding 14.4507 million shares, and Huaxia Innovation-Driven Mixed A, holding 3.8166 million shares [2] Business Overview - Xuguang Electronics, established on February 28, 1994, and listed on November 20, 2002, specializes in metal ceramic electric vacuum devices, high and low voltage power distribution equipment, and optoelectronic components [1] - The main revenue sources include vacuum arc extinguishing chambers (44.56%), aerospace precision structural components (13.28%), and semiconductor packaging materials (5.15%) [1] Industry Classification - The company belongs to the electronic industry, specifically categorized under "Other Electronics II" and "Other Electronics III," with involvement in sectors such as integrated machines, drones, and low-altitude economy [2]

Core Viewpoint - The company has been actively expanding its overseas market presence, particularly in the European Union, with its main product, the vacuum arc extinguishing chamber, being exported to several EU countries [2] Group 1 - The company has exported its vacuum arc extinguishing chamber to the UK, France, Italy, and Poland [2]

Core Points - On November 6, Baoguang Co., Ltd. saw a stock increase of 5.05%, reaching a price of 14.34 CNY per share, with a trading volume of 96.6 million CNY and a turnover rate of 2.10%, resulting in a total market capitalization of 4.735 billion CNY [1] - Baoguang Co., Ltd. is located in Baoji City, Shaanxi Province, and was established on December 31, 1997, with its listing date on January 16, 2002. The company's main business involves the production and sales of vacuum circuit breakers and sealed products [1] - The revenue composition of Baoguang Co., Ltd. is as follows: 69.01% from the electrical equipment industry, 24.88% from the energy storage industry, and 6.12% from other supplementary sources [1] Shareholder Information - Among the top ten circulating shareholders of Baoguang Co., Ltd., a fund under Yongying Fund ranks first. The Yongying Semiconductor Industry Select Mixed Fund A (015967) entered the top ten circulating shareholders in the third quarter, holding 10.8 million shares, which accounts for 3.27% of the circulating shares [2] - The Yongying Semiconductor Industry Select Mixed Fund A (015967) was established on September 22, 2022, with a current scale of 858 million CNY. Year-to-date returns are 66.54%, ranking 338 out of 8149 in its category; the one-year return is 55.45%, ranking 463 out of 8053; and since inception, the return is 63.53% [2] - The fund manager of Yongying Semiconductor Industry Select Mixed Fund A is Zhang Haixiao, who has a cumulative tenure of 2 years and 162 days, with the total asset scale of the fund being 10.243 billion CNY. The best fund return during his tenure is 68.5%, while the worst is -19.48% [2]

Core Viewpoint - As of November 4, 2023, Xuguang Electronics experienced a decline of 5.05%, trading at 15.99 CNY per share with a total market capitalization of 13.271 billion CNY [1] Company Overview - Chengdu Xuguang Electronics Co., Ltd. was established on February 28, 1994, and listed on November 20, 2002. The company is located at 318 Xinguang Avenue, Xindu District, Chengdu, Sichuan Province [1] - The main business areas include metal ceramic electric vacuum devices, high and low voltage power distribution equipment, and optoelectronic devices. The revenue composition is as follows: - Vacuum arc extinguishing chamber (core component of power switch equipment) 44.56% - Others (supplementary) 18.09% - Precision structural components for aerospace vehicles 13.28% - Intelligent embedded computers 8.63% - New power and renewable energy equipment 6.78% - Nitride electronic materials for semiconductor packaging and thermal management 5.15% - High-power laser RF electronic tubes 3.03% - Others 0.47% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under China Merchants Fund has a significant position in Xuguang Electronics. The "China Merchants Heyue Balanced Pension Three-Year Holding Period Mixed Initiation Fund (FOF) A" (007660) held 58,000 shares in the third quarter, accounting for 0.4% of the fund's net value, ranking as the ninth largest holding. The estimated floating loss today is approximately 49,300 CNY [2] - The fund was established on December 3, 2019, with a current scale of 162 million CNY. Year-to-date returns are 15.62%, ranking 509 out of 1,043 in its category; the one-year return is 16.28%, ranking 489 out of 1,013; and since inception, the return is 41.56% [2] Fund Manager Information - The fund manager of "China Merchants Heyue Balanced Pension Three-Year Holding Period Mixed Initiation Fund (FOF) A" is Zhang Gewu. As of the report date, Zhang has been in the position for 6 years and 195 days, managing total assets of 1.508 billion CNY. The best fund return during the tenure is 43.02%, while the worst return is -34.2% [3]