来源：新浪证券-红岸工作室 11月24日，联域股份涨4.26%，成交额8594.14万元，换手率8.24%，总市值31.73亿元。 异动分析 区间今日近3日近5日近10日近20日主力净流入-135.33万-559.89万-786.33万-955.16万-3640.01万 主力持仓 智能家居+物联网+充电桩+人民币贬值受益+一带一路 1、2023年11月17日互动易：在智能照明领域，公司积极推进适应植物自控光谱、无线组网实现照明的 智能控制电路等新技术的研发，推动产品智能化、物联化水平提升。公司自研LED 灯具标准化接口技 术，并取得美国发明专利，可一站式集成雷达微波、红外、光控、蓝牙等智能感应器，以嵌入式软件作 为控制核心，实现无线组网、远程及自动化控制。目前，公司生产的植物灯，UFO工矿灯，面板工矿灯 等产品可实现蓝牙连接控制；路灯、壁灯、泛光灯等户外照明灯具都配备了远程控制接口。 2、2024年1月17日投资者关系活动记录表：在智能照明领域，公司积极推进适应植物自控光谱、无线组 网实现照明的智能控制电路等新技术的研发，推动产品智能化、物联化水平提升。公司自研LED灯具标 准化接口技术，并取得美国发明专利， ...

格隆汇11月18日丨森源电气(002358.SZ)在互动平台表示，公司子公司郑州新能源主要产品有以智慧路 灯、风光互补路灯、LED灯具为主的市政、工矿、景观照明系统；交、直流充电桩（站）；电能质量治 理装置等。目前智慧灯杆业务占公司整体营收的比重较小。 ...

Group 1: Core Concept - The DOE (Department of Energy) certification aims to promote energy efficiency and reduce energy consumption in electronic and electrical products, thereby contributing to lower energy demand and mitigating greenhouse gas emissions [1]. Group 2: Products Requiring DOE Certification - Products that require DOE certification include small battery charging systems (e.g., Bluetooth headphones, smartphones), power supplies (e.g., chargers), televisions, audio/video devices (e.g., DVD players), information devices (e.g., set-top boxes), transformers, household appliances (e.g., refrigerators, air conditioners), motors, and bathroom products (e.g., faucets, toilets) [4][5][6][7][8][9][10][12]. Group 3: Water Efficiency Requirements - The DOE mandates water efficiency standards for bathroom products, with specific flow rate limits: - Bathroom/kitchen faucets: maximum flow rate of 2.2 gallons per minute (approximately 8.3 liters per minute) at a pressure of 60 psi (414 kPa) [13]. - Showerheads: maximum flow rate of 2.5 gallons per minute (approximately 9.5 liters per minute) at a pressure of 80 psi (552 kPa) [13]. - Urinals: maximum water usage of 1.6 gallons (approximately 6.0 liters) per flush for trough urinals [14]. Group 4: DOE Certification Process - The certification process involves several steps: 1. Confirm if the product falls under DOE certification requirements. 2. Prepare necessary documentation and samples, including specifications and circuit diagrams. 3. Select a compliance organization and apply for certification services. 4. Conduct sample testing for energy efficiency. 5. Obtain a detailed energy efficiency test report from the laboratory. 6. Register with the DOE by submitting the test report and required information online. 7. Update the Amazon backend with certification documents and energy efficiency labels [16].

Core Viewpoint - The company, Shenzhen Lianyu Optoelectronics Co., Ltd., is actively expanding its business in the fields of energy storage, smart home, and charging stations, benefiting from the depreciation of the RMB and the Belt and Road Initiative [2][3]. Company Overview - Shenzhen Lianyu Optoelectronics was established on February 16, 2012, and went public on November 9, 2023. The company specializes in the research, production, and sales of medium and high-power LED lighting products [8]. - The main revenue composition includes LED lighting products (88.43%), accessories (6.55%), LED light sources (4.80%), and others (0.22%) [8]. - As of September 10, the number of shareholders increased by 4.94% to 8,522, while the average circulating shares per person decreased by 4.71% to 2,828 shares [8]. Financial Performance - For the first half of 2025, the company reported a revenue of 769 million yuan, a year-on-year decrease of 0.35%, and a net profit attributable to shareholders of 16.15 million yuan, down 78.85% year-on-year [8]. - The company has distributed a total of 129 million yuan in dividends since its A-share listing [9]. Market Position and Strategy - The company has a significant overseas revenue share of 95.62%, benefiting from the depreciation of the RMB [3]. - It is actively establishing production bases in Vietnam and Mexico [4]. - The company is focusing on developing new technologies in smart lighting, including self-adaptive plant control spectrums and wireless networking for intelligent control circuits [2]. Investment Activity - On October 28, the company's stock price fell by 2.31%, with a trading volume of 64.57 million yuan and a turnover rate of 5.27%, resulting in a total market capitalization of 3.66 billion yuan [1]. - The main capital inflow for the day was negative at 5.93 million yuan, indicating a lack of clear trends in major capital movements [5][6].

Core Points - The 15th National Games will be held from November 9 to 21, aiming to be the first "carbon-neutral" event in its history [1][2] - The Guangdong competition area features 89 venues, with over 90% being upgraded from existing facilities [1] - The Tianhe Sports Center implements various carbon reduction measures, including energy-efficient materials and smart lighting systems [1][2] Venue Design and Features - The Tianhe Sports Center has hosted previous National Games and will host events like football, volleyball, table tennis, and 3x3 basketball this year [1] - The center uses high-efficiency all-DC variable frequency air conditioning systems, potentially reducing energy consumption by 11% to 23% [1] - All lighting fixtures have been replaced with LED lights, combined with an intelligent lighting control system that can save over 45% energy [1] Green Initiatives - The venue's running tracks utilize a domestically developed prefabricated rubber system that is 100% recyclable [1] - The event's organizing committee emphasizes a "green, shared, open, and clean" philosophy, integrating a zero-waste concept into the event planning [2] - A carbon management platform monitors real-time data on electricity, water usage, and carbon emissions, providing alerts for unusual consumption patterns [2]

Group 1 - The core viewpoint of the news is that Lianyu Co., Ltd. has seen a significant increase in its stock price, rising by 5.16% on October 9, with a total market value of 3.654 billion yuan and a cumulative increase of 2.02% over three consecutive days [1] - Lianyu Co., Ltd. specializes in the research, production, and sales of medium and high-power LED lighting products, with its main business revenue composition being 88.43% from LED lamps, 6.55% from accessories, 4.80% from LED light sources, and 0.22% from other sources [1] - The company was established on February 16, 2012, and is located in Shenzhen, Guangdong Province, with its listing date set for November 9, 2023 [1] Group 2 - Among the top ten circulating shareholders of Lianyu Co., Ltd., a fund under Nuoan Fund, specifically Nuoan Multi-Strategy Mixed A (320016), has entered the top ten circulating shareholders, holding 241,800 shares, which accounts for 1% of the circulating shares [2] - The fund has achieved a floating profit of approximately 592,400 yuan today, with a floating profit of 227,300 yuan during the three-day increase [2] - Nuoan Multi-Strategy Mixed A (320016) has a year-to-date return of 60.36%, ranking 684 out of 8,238 in its category, and an annual return of 80.78%, ranking 290 out of 8,082 [2]

Group 1 - The core point of the news is that Lianyu Co., Ltd. experienced a 5.01% drop in stock price, closing at 46.80 yuan per share, with a trading volume of 195 million yuan and a turnover rate of 16.79%, resulting in a total market capitalization of 3.426 billion yuan [1] - Lianyu Co., Ltd. is based in Shenzhen, Guangdong Province, and was established on February 16, 2012. The company specializes in the research, production, and sales of medium and high-power LED lighting products [1] - The revenue composition of Lianyu Co., Ltd. is as follows: LED lighting products account for 88.43%, accessories 6.55%, LED light sources 4.80%, and others 0.22% [1] Group 2 - Among the top ten circulating shareholders of Lianyu Co., Ltd., a fund under Nuoan Fund ranks as a significant shareholder. The Nuoan Multi-Strategy Mixed A Fund (320016) entered the top ten circulating shareholders in the second quarter, holding 241,800 shares, which represents 1% of the circulating shares [2] - The Nuoan Multi-Strategy Mixed A Fund (320016) has a current scale of 1.399 billion yuan and has achieved a year-to-date return of 58.86%, ranking 694 out of 8173 in its category. Over the past year, it has returned 110.58%, ranking 367 out of 8003 [2] Group 3 - The fund managers of Nuoan Multi-Strategy Mixed A Fund are Kong Xianzheng and Wang Haichang. Kong has a tenure of 4 years and 304 days, with a total fund asset scale of 4.607 billion yuan, achieving a best return of 69.77% and a worst return of -16.74% during his tenure [3] - Wang has a tenure of 3 years and 66 days, managing a fund asset scale of 2.529 billion yuan, with a best return of 57.83% and a worst return of -18.8% during his tenure [3]

Core Viewpoint - The company, Shenzhen Lianyu Optoelectronics Co., Ltd., is experiencing significant growth in its stock price and market activity, driven by advancements in smart lighting technology and favorable currency conditions [1][2]. Company Overview - Shenzhen Lianyu Optoelectronics Co., Ltd. was established on February 16, 2012, and went public on November 9, 2023. The company specializes in the research, production, and sales of medium and high-power LED lighting products [7]. - The main revenue composition includes LED lighting products (88.43%), accessories (6.55%), LED light sources (4.80%), and others (0.22%) [7]. Financial Performance - For the first half of 2025, the company reported a revenue of 769 million yuan, a slight decrease of 0.35% year-on-year, while the net profit attributable to shareholders dropped by 78.85% to 16.15 million yuan [8]. - As of September 10, 2025, the number of shareholders increased by 4.94% to 8,522, with an average of 2,828 circulating shares per person, a decrease of 4.71% [8]. Market Activity - On September 24, 2023, the company's stock rose by 8.29%, with a trading volume of 316 million yuan and a turnover rate of 27.29%, resulting in a total market capitalization of 3.607 billion yuan [1]. - The stock has seen a net inflow of 30.59 million yuan from major investors, indicating a positive trend in investment interest [4][5]. Technological Advancements - The company is actively developing new technologies in the smart lighting sector, including adaptive plant control spectrum and wireless networking for intelligent control circuits [2][3]. - It has obtained a U.S. invention patent for its self-developed LED lighting standard interface technology, which integrates various smart sensors for enhanced automation and remote control capabilities [2][3]. International Expansion - The company has established production bases in Vietnam and Mexico, contributing to its international revenue, which accounted for 95.62% of total revenue in 2024, benefiting from the depreciation of the Chinese yuan [3][4]. Investment Themes - The company is positioned within several growth sectors, including smart home technology, charging stations, the Belt and Road Initiative, and the Internet of Things [2][7].

Core Viewpoint - ST Mingjiahui's wholly-owned subsidiary signed a LED lighting procurement contract worth 150 million RMB, which is expected to significantly impact the company's operating performance positively [1] Group 1: Contract Details - The contract amount is 150 million RMB, which accounts for 128.21% of the company's audited main business income for the fiscal year 2024 [1] - The contract is signed between Lu'an Mingjiahui Optoelectronics Technology Co., Ltd. and Anhui Jinshengda Biological Electronic Technology Co., Ltd. [1] Group 2: Impact on Company Performance - Successful implementation of the contract is anticipated to enhance the company's sustainable profitability and core competitiveness [1]

深圳市联域光电股份有限公司 SHENZHEN SNC OPTO ELECTRONIC CO.,LTD （深圳市宝安区燕罗街道罗田社区象山大道 172 号正大安工业 城 6 栋 101-601；7 栋 101-301；12 栋 101-301；17 栋 101-301； 21 栋 101-201） 首次公开发行股票并在主板上市 招股说明书 （注册稿） 本公司的发行申请尚需经深圳证券交易所及中国证监会履行相应的程序。本招股说明 书（注册稿）不具有据以发行股票的法律效力，仅供预先披露之用。投资者应当以正 式公告的招股说明书作为投资决定的依据。 保荐人（主承销商） （北京市朝阳区安立路 66 号 4 号楼） 深圳市联域光电股份有限公司 招股说明书 声明及承诺 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发 行人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表 明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保 证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发 行人自行负责；投资者自主判断发行人的投资价值，自主 ...