截至2026年2月3日收盘，旭光电子(600353)报收于18.35元，上涨6.62%，换手率7.48%，成交量62.02万 手，成交额11.13亿元。 当日关注点 交易信息汇总 2月3日主力资金净流入2389.53万元，占总成交额2.15%；游资资金净流出5895.03万元，占总成交额 5.3%；散户资金净流入3505.5万元，占总成交额3.15%。 董事会审计委员会认为公司符合向特定对象发行股票条件，本次发行方案、募集资金使用安排合法合 规，前次募集资金使用情况真实，不存在损害中小股东利益的情形；公司已制定本次发行摊薄即期回报 的填补措施，相关主体已作出承诺；本次发行尚需经董事会、股东会审议通过，并获交易所审核同意及 证监会注册。 公司就2026年度向特定对象发行股票事项发布摊薄即期回报的风险提示，说明本次发行可能导致即期回 报被摊薄，公司已制定加强募集资金管理、提升经营效益和完善利润分配政策等应对措施；相关主体包 括董事、高管、控股股东及实际控制人已对填补回报措施作出承诺；本次发行尚需通过股东大会审议、 上交所审核及证监会注册。 独立董事在2026年第一次会议上一致同意公司符合向特定对象发行股票条件、2 ...

横店影视(603103)2月3日公告，公司股票已连续4个交易日内日收盘价格涨停，股价剔除大盘和板块整 体因素后的实际涨幅较大，存在公司股票短期上涨过快可能出现的下跌风险。公司主营业务为影视投 资、制作、发行、电影放映及相关衍生业务，目前经营活动正常，市场环境、行业政策未发生重大调 整，内部生产经营秩序正常。请投资者注意投资风险。 今日晚间重要公告抢先看——鸿富瀚：与广东全象签署4.8亿元合同，将提供机器人等产品；富临精 工：与宁德时代共同对子公司增资扩股，新建年产50万吨草酸亚铁项目；宁德时代：已耗资43.86亿元 回购A股股份1599.08万股。 【重大事项】 鸿富瀚：与广东全象签署4.8亿元合同 将提供机器人等产品 鸿富瀚(301086)2月3日公告，公司2月2日与广东全象智能科技有限公司（简称"广东全象"）、江西协讯 智能装备有限公司（简称"江西协讯"）签署《三方合作框架协议》；与广东全象签署《设备购销合 同》。其中，合作框架协议约定加强各方在人工智能服务器及机器人技术研发、产品供应、市场推广及 解决方案集成等方面的深度合作。购销合同约定公司向广东全象提供搬运机器人、协作机器人、充电机 器人、新能源叉车 ...

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 黄山旅游：拟投资约5.3亿元建设黄山滨江东路12号酒店项目 黄山旅游公告，公司于2026年2月3日召开第九届董事会第十九次会议，审议通过了《关于投资建设黄山滨江东路12号酒店项目的议案》，同意公司投资建设 黄山滨江东路12号酒店项目，预计投资金额约为5.3亿元，资金来源为公司自筹资金。该项目位于黄山市中心政务区及商务区核心，总建筑面积79178.15平方 米，目前建筑主体已完成。公司将对既有建筑实施全面改造与品质升级，打造高端酒店。项目建设周期预计为24个月，静态投资回收期为16.14年。 杭电股份：公司股票价格短期涨幅较大 存在交易风险 杭电股份公告称，公司股票价格短期涨幅较大，2026年1月30日至2月3日，公司股票已连续3个交易日以涨停价收盘，公司股票价格涨幅累计达32.97%，显 著高于同行业上市公司。公司最新滚动市盈率为负，市盈率绝对值远高于同行业。公司预计2025年年度实现归属于上市公司股东的净利润-30,000万元左 右，存在经营业绩下降风险。公司特别提醒投资者注意二级市场交易风险，理性决策，审慎投资。 旭光电子：拟定增募资不超过1 ...

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 Insights - Chengdu Xuguang Electronics Co., Ltd. reported a revenue of 1.181 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 5.57% [1] - The net profit attributable to shareholders for the same period reached 101 million yuan, reflecting a year-on-year growth of 25.04% [1] - In Q3 2025, the company achieved a revenue of 396 million yuan, up 17.37% year-on-year, and a net profit of 37.24 million yuan, which is a significant increase of 51.39% year-on-year [1] Financial Performance - For the first three quarters of 2025, the company’s revenue was 1.181 billion yuan, with a net profit of 101 million yuan [1] - In Q3 2025, the revenue was 396 million yuan, and the net profit was 37.24 million yuan [1] - The substantial growth in Q3 net profit is attributed to increased R&D efforts, new product sales, changes in product structure, and cost reduction initiatives [1] Strategic Initiatives - The company plans to invest up to 355 million yuan to initiate the industrialization project of high-voltage vacuum arc extinguishing chambers, focusing on domestic production of core technologies for 126kV and above [1] - The company is aligning with national policies to support carbon reduction goals while enhancing the application of vacuum arc extinguishing chambers in power transmission [2] - Xuguang Electronics is actively engaging in the controlled nuclear fusion sector, addressing challenges in materials, processes, and precision to provide core vacuum components for major scientific research facilities [2] Product Development - Recently, the company launched two core new products: the 126kV/145kV vacuum arc extinguishing chamber and the DB967 megawatt-level quadrupole tube [2] - The 126kV/145kV vacuum arc extinguishing chamber has successfully broken foreign technology monopolies and achieved international advanced technical standards [2] - The DB967 quadrupole tube is recognized as a significant breakthrough in China's controlled nuclear fusion field, enhancing the country's capabilities in nuclear fusion and accelerating its industrialization process [2]

Core Viewpoint - Chengdu Xuguang Electronics Co., Ltd. is holding its second extraordinary general meeting of shareholders in 2025 to discuss key matters including a project loan secured by real estate [2][3]. Group 1: Meeting Details - The second extraordinary general meeting of shareholders is scheduled for July 29, 2025, at 14:30, with both on-site and online voting options available [3]. - The meeting will be presided over by the chairman, and the voting will combine results from both on-site and online platforms [3]. - Shareholders must register in advance to speak, with each speaker limited to five minutes [2][3]. Group 2: Loan and Project Details - The company plans to invest up to 355 million yuan in the first phase of the high-voltage vacuum extinguishing chamber industrialization project, funded through self-owned funds and bank loans [3][5]. - A loan of 279 million yuan has been applied for from CITIC Bank, secured by the company's real estate located at 1088 Puhua Road, Xindu District, Chengdu [3][5]. - The loan interest rate will be adjusted every three months based on the loan market quotation rate [3][5]. Group 3: Impact on the Company - The project loan is expected to align with the company's development interests, and the company currently has a good overall operating condition and debt repayment capability [5]. - The loan will not significantly impact the company's current profits or pose major financial risks [5].

Group 1 - The company has announced the extension of the second phase of its employee stock ownership plan for an additional 12 months, now set to expire on May 22, 2026 [6][8][49] - The first phase of the employee stock ownership plan has also been extended for another 12 months, now set to expire on August 20, 2026 [49][51] - The company plans to invest in the high-voltage vacuum arc extinguishing chamber industrialization project with a total investment not exceeding 355 million yuan, aiming to produce 20,000 units annually [10][12][45] Group 2 - The company intends to participate in an auction to purchase a property in Chengdu, with a starting price of 110 million yuan, to support its production expansion [22][24][32] - The auctioned property has a land area of 60,000 square meters and a building area of 48,153.95 square meters, which will enhance the company's operational capabilities [31][32] - The company emphasizes that the investment in the high-voltage vacuum arc extinguishing chamber project aligns with national dual-carbon strategies and aims to enhance its market competitiveness [17][18]