Core Viewpoint - The announcement indicates that Hong Kong Fengsheng Jiamei (International) Investment Co., Ltd., a major shareholder holding over 5% of the shares, has reduced its stake from 5.03% to 5.00% through a centralized bidding process, fulfilling a prior reduction plan without triggering a mandatory offer or changing the company's controlling shareholder or actual controller [1] Group 1 - The major shareholder reduced its holdings by 127,400 shares [1] - The reduction in shareholding percentage reached the 5% threshold [1] - The company will monitor the compliance of the shareholder's ongoing reduction plan and ensure timely information disclosure [1]

Group 1 - The core point of the article is that Medike (688079.SH) reported a change in shareholding by its major shareholder, Hong Kong Fengsheng Jiamei (International) Investment Co., Ltd., which reduced its stake from 5.03% to 5.00% [1] - The reduction involved the sale of 127,400 shares through the Shanghai Stock Exchange's centralized bidding system between February 2, 2026, and February 3, 2026 [1] - This change in equity holding triggered a notification as it touched the 5% threshold [1]

Market Performance - The optical optoelectronics sector increased by 3.37% on February 3, with Blue Special Optics leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Stock Highlights - Top performers in the optical optoelectronics sector included: - Blue Special Optics (688127) with a closing price of 49.51, up 14.05% and a trading volume of 174,400 shares, totaling 825 million yuan [1] - Geberka (920438) closed at 54.06, up 13.91% with a trading volume of 124,300 shares, totaling 634 million yuan [1] - MediKey (688079) closed at 13.24, up 11.45% with a trading volume of 144,900 shares, totaling 18.4 million yuan [1] - Dongtian Micro (301183) closed at 180.53, up 10.94% with a trading volume of 116,800 shares, totaling 2.034 billion yuan [1] - Qianzhao Optoelectronics (300102) closed at 42.40, up 10.33% with a trading volume of 1,702,700 shares, totaling 7.051 billion yuan [1] Fund Flow Analysis - The optical optoelectronics sector saw a net inflow of 727 million yuan from institutional investors, while retail investors experienced a net inflow of 238 million yuan [2] - Notable stock fund flows included: - Qianzhao Optoelectronics (300102) with a net inflow of 455 million yuan from institutional investors [3] - Geberka (920438) with a net inflow of 154 million yuan from institutional investors [3] - Dongtian Micro (301183) with a net inflow of 171 million yuan from institutional investors [3]

Group 1: Profit Forecasts - Dongcai Technology expects a net profit of approximately 300 million yuan for 2025, representing a year-on-year increase of about 65.73% [1] - Aerospace Electronics anticipates a net profit of 192 million to 247 million yuan for 2025, a decrease of 55% to 65% year-on-year [2] - Oulai New Materials forecasts a loss of 33 million to 48 million yuan for 2025, compared to a profit of 28.17 million yuan in the previous year [3] - Jiu Ding New Materials projects a net profit of 85 million to 98 million yuan for 2025, reflecting a year-on-year increase of 187.68% to 231.68% [5] - Chuan Yi Technology expects a net profit of 78 million to 103 million yuan for 2025, reversing a loss of 73.47 million yuan from the previous year [6] - Ju Yi Technology anticipates a net profit of 70 million to 105 million yuan for 2025, representing a year-on-year increase of 228.36% to 392.54% [7] - ST Xifa forecasts a net profit of 110 million to 160 million yuan for 2025, a year-on-year increase of 319.91% to 510.77% [19] - Light Media expects a net profit of approximately 1.5 billion to 1.9 billion yuan for 2025, reflecting a year-on-year increase of 413.67% to 550.65% [34] - Tianqi Lithium anticipates a profit of 369 million to 553 million yuan for 2025, compared to a loss of 7.905 billion yuan in the previous year [31] Group 2: Loss Forecasts - Star Ring Technology expects a loss of 220 million to 250 million yuan for 2025, with a projected revenue of 420 million to 450 million yuan, a year-on-year increase of 13.06% to 21.13% [9] - Filinger anticipates a loss of 65 million to 85 million yuan for 2025, compared to a loss of 37.31 million yuan in the previous year [10] - Jiahe Meikang forecasts a loss of 240 million to 280 million yuan for 2025, compared to a loss of 256 million yuan in the previous year [11] - Light Textile City expects a loss of 15 million to 22.5 million yuan for 2025 [23] - Ailon Technology anticipates a profit of 14.96 million to 22.44 million yuan for 2025, reversing a loss of 21.70 million yuan from the previous year [24] - ST Yun Chuang forecasts a loss of 139 million to 149 million yuan for 2025, with projected revenue of 53.5 million to 57.5 million yuan, a year-on-year increase of 6.15% to 14.09% [42] - Meike Home expects a loss of 1.2 billion to 1.8 billion yuan for 2025, compared to a loss of 864 million yuan in the previous year [36] Group 3: Shareholder Actions - Huafeng Chemical announced that shareholders plan to reduce their holdings by no more than 0.73% of the company's shares [8] - Naxinwei disclosed that shareholders plan to reduce their holdings by no more than 1.75% of the company's shares [12] - Shikong Technology announced that a shareholder plans to reduce their holdings by no more than 3% of the company's shares [13] - Yandong Micro disclosed that a shareholder plans to reduce their holdings by no more than 1% of the company's shares [37] - Daily Interaction announced that shareholders plan to reduce their holdings by no more than 0.135% of the company's shares [41]

Group 1: Transaction Overview - The company plans to introduce strategic investor Zhejiang Fuzhe Shaoxin Integrated Circuit Industry Fund Partnership (Limited Partnership) through its subsidiary Zhejiang Meidikai Optical Semiconductor Co., Ltd. [2] - The board of directors approved the proposal for capital increase and share expansion on December 10, 2025, and the relevant agreements have been signed [3]. Group 2: Transaction Progress - As of the announcement date, the company and related parties have signed the capital increase agreement and shareholder agreement, with a total cash capital increase of RMB 200 million received [3]. - Following the capital increase, the registered capital of the optical semiconductor company will increase from RMB 1,008,888,889 to RMB 1,101,447,503, and the company's shareholding will change to 82.44% [3]. Group 3: Performance Forecast - For the fiscal year 2025, the company expects to achieve approximately RMB 664.26 million in revenue, a year-on-year increase of 36.82% [8]. - The company anticipates a net loss attributable to shareholders of approximately RMB -154.41 million, a decrease of RMB 52.57 million compared to the previous year [8]. - EBITDA is projected to be around RMB 65.29 million, reflecting a year-on-year increase of 19.62% [8]. Group 4: Revenue Growth Factors - The revenue increase is attributed to higher sales in semiconductor packaging and testing, as well as new product launches contributing to additional revenue [14]. - Specific revenue contributions include an increase of approximately RMB 94.32 million from semiconductor packaging and testing and RMB 88.90 million from semiconductor acousto-optics [14]. Group 5: Cost and Expense Increases - The company has incurred higher costs due to stock incentive plans, increased interest expenses from larger borrowings, and rising depreciation costs from fixed asset investments [15][16]. - Research and development expenses have also increased, reflecting the company's commitment to new technologies and products [16].

Core Viewpoint - Meidike announced a projected loss for 2025 despite a revenue increase of approximately 6.64 billion yuan, marking a year-on-year growth of 36.82%. However, the net profit attributable to shareholders is expected to be around -1.54 billion yuan, worsening from -1.02 billion yuan in the previous year, with a non-recurring net profit of about -1.57 billion yuan, indicating a further decline in profitability [1]. Revenue and Business Performance - The revenue growth is attributed to the collaborative efforts across multiple business segments, with semiconductor packaging and testing sales expected to increase by 94.32 million yuan and semiconductor optoelectronics sales by 88.90 million yuan. Additionally, the company anticipates a revenue increase of 10.97 million yuan from the mass production of semiconductor process bonding prisms starting in November 2025, and 4.26 million yuan from small-scale production of MEMS devices [2]. Cost and Expense Analysis - The primary reason for the projected losses is attributed to rising costs and expenses. The company incurred approximately 43.21 million yuan in share-based payment expenses due to an equity incentive plan. Interest expenses rose to about 40.47 million yuan due to increased borrowing for substantial fixed asset investments. Depreciation expenses increased to approximately 205 million yuan, and labor costs rose to about 188 million yuan as projects entered mass production. Additionally, R&D expenses amounted to around 137 million yuan [2]. Client Relationships - Major downstream clients contributing significantly to the company's revenue include Huida Technology, Kyocera Group, and New Sound Semiconductor. The company has also established business partnerships with Canon, Nikon, AMS, Sunny Optical, Hikvision, Foxconn, Panasonic, Ricoh, Sony, AGC, and Keyence [3]. Future Development Directions - Looking ahead to 2026, the company has identified two core development directions. Firstly, it plans to increase R&D investment and production capacity for MEMS devices, particularly focusing on the industrialization of MicroLED and non-cooling infrared sensor chips, driven by the growing demand in humanoid robotics and AI sectors. Secondly, it aims to deepen its focus on the innovative intersection of semiconductors and optics, consolidating its core advantages in products like ultrasonic fingerprint recognition chips and image sensor optical layers [4]. Shareholder Actions - A significant shareholder, Hong Kong Fengsheng Jiamei (International) Investment Co., Ltd., plans to reduce its stake by up to 1% of the total share capital, approximately 4.11 million shares, starting from February 2, 2026. This shareholder has already reduced its holdings by about 12.20 million shares, representing 3% of the total share capital over the past 12 months [4].

Core Viewpoint - Medike (688079.SH) expects a significant increase in revenue for 2025, while net profit is projected to decline, indicating a mixed financial outlook for the company [1] Financial Projections - The company anticipates achieving an operating revenue of approximately 664.257 million yuan in 2025, representing an increase of about 178.746 million yuan or 36.82% year-on-year [1] - The projected net profit attributable to the parent company is expected to be around -154.414 million yuan, a decrease of approximately 52.568 million yuan compared to the previous year [1] - The net profit attributable to the parent company, after deducting non-recurring gains and losses, is estimated to be around -156.947 million yuan, reflecting a decline of about 63.860 million yuan year-on-year [1] Revenue Drivers - The increase in revenue is primarily driven by a rise in semiconductor packaging and testing sales, which are expected to increase by approximately 94.322 million yuan [1] - Sales from semiconductor acousto-optic products are projected to rise by about 88.898 million yuan [1] - The company will begin mass production and delivery of semiconductor process bonding prisms in November 2025, contributing an additional revenue of around 10.969 million yuan [1] - Small-scale production of MEMS devices (MicroLED, uncooled infrared) is expected to generate an increase in sales revenue of approximately 4.256 million yuan [1]

Group 1 - The company expects to achieve an annual revenue of approximately 664 million yuan in 2025, which represents an increase of about 179 million yuan compared to the previous year, reflecting a year-on-year growth of approximately 36.82% [1] - The net profit attributable to the parent company's owners is expected to be around -154 million yuan, which is a decrease of approximately 52.57 million yuan compared to the same period last year [1]

证券代码：688079 证券简称：美迪凯 公告编号：2026-003 二、本次交易进展情况 截至本公告披露日，公司、光学半导体公司以及富浙绍芯等相关方已就本次交 易正式签署了《浙江美迪凯光学半导体有限公司之增资协议》《浙江美迪凯光学半 导体有限公司之股东协议》《浙江美迪凯光学半导体有限公司之增资协议和股东协 议之保证协议》，协议条款与此前基本保持一致。并且，光学半导体公司已收到富 浙绍芯缴付的全部现金增资款项共计人民币2亿元。 本次增资完成后，光学半导体公司注册资本由人民币 1,008,888,889 元增加至 人民币 1,101,447,503 元。公司持有光学半导体公司的股权比例将变更为 82.44%， 仍为其控股股东，不会导致公司合并报表范围发生变更，届时其股权结构如下表所 示，最终以工商变更登记结果为准。 | 序号 | | 股东名称 | 认缴注册资本 （人民币/元） | 持股比例 | | --- | --- | --- | --- | --- | | 1 | 美迪凯 | | 908,000,000 | 82.44% | | 2 | 服务贸易创新发展引导基金 （有限合伙） | | 100,888,889 ...

证券代码：688079 证券简称：美迪凯 公告编号：2026-004 杭州美迪凯光电科技股份有限公司 2025 年年度业绩预亏公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 （1）经杭州美迪凯光电科技股份有限公司（以下简称"公司"）财务部门 初步测算，预计 2025 年年度实现营业收入 66,425.70 万元左右，与上年同期相 比，将增加 17,874.58 万元左右，同比增加 36.82%左右。 （2）预计 2025 年年度实现归属于母公司所有者的净利润-15,441.40 万元 左右，与上年同期相比，减少 5,256.82 万元左右。 （3）预计归属于母公司所有者的扣除非经常性损益后净利润-15,694.67 万 元左右，与上年同期相比，减少 6,385.95 万元左右。 归属于母公司所有者的净利润：-10,184.58 万元。归属于母公司所有者的 扣除非经常性损益的净利润：-9,3 ...