证券代码：688150 证券简称：莱特光电 公告编号：2026-009 陕西莱特光电材料股份有限公司 关于召开2026年第一次临时股东会的通知 （四） 现场会议召开的日期、时间和地点 召开日期时间：2026 年 3 月 16 日 14 点 00 分 召开地点：西安市高新区隆丰路 99 号陕西莱特光电材料股份有限公司会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 本公司董事会及全体董事保证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。 重要内容提示： 一、 召开会议的基本情况 （一） 股东会类型和届次 2026年第一次临时股东会 网络投票起止时间：自2026 年 3 月 16 日 至2026 年 3 月 16 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东 会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票 平台的投票时间为股东会召开当日的 9:15-15:00。 （六） 融资融券、转融通、约定购回业务账户和沪股通投 ...

陕西莱特光电材料股份有限公司 2025 年度业绩快报公告 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。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审 计，具体数据以陕西莱特光电材料股份有限公司（以下简称"公司"）2025年年度 报告为准，提请投资者注意投资风险。 | 项目 | 本报告期 | 上年同期 | 增减变动幅度（％） | | --- | --- | --- | --- | | 营业总收入 | 55,218.66 | 47,176.67 | 17.05 | | 营业利润 | 25,141.22 | 18,591.17 | 35.23 | | 利润总额 | 25,077.66 | 18,875.25 | 32.86 | | 归属于母公司所有者的净利润 | 21,983.97 | 16,731.89 | 31.39 | | 归属于母公司所有者的扣除非经常性 损益的净利润 | 20,710.13 | 14,796.68 | 39.96 | | 基本每股收益（元） | 0.55 | 0.42 | 30 ...

莱特光电2月27日公告，公司拟通过控股子公司莱特夸石在西安市高新区开展"莱特光电石英布研发中心 及生产基地"项目，主要进行石英纤维电子布（简称"Q布""石英布"）的研发、生产与销售。项目计划总 投资额为10亿元，包含土地出让金、厂房建设及设备购置费等，最终以实际投资额为准。项目拟分2-3 个阶段投入，第1阶段投资规划约4亿元，后续投入根据产能及实际情况推进，全部建设投资预计2-3年 完成。 ...

Investment Rating - The industry investment rating is upgraded to "Overweight" [3] Core Insights - The chemical industry is expected to experience a recovery driven by both cyclical and growth factors, with a focus on organic silicon, PTA, polyester filament, caprolactam, spandex, vitamins, sweeteners, refrigerants, and phosphorus chemicals [7] - The organic silicon industry is entering a recovery phase, with new applications becoming the core growth driver. From 2019 to 2024, domestic DMC capacity expanded rapidly, leading to temporary oversupply and declining prices. However, with no new capacity expected in 2025 and increasing demand from sectors like new energy vehicles and photovoltaics, the supply-demand balance is improving [7] - The PTA and polyester filament industries are approaching a turning point, with the expansion cycle nearing its end. The demand side is expected to continue growing, supported by easing trade tensions and improved external demand [7] - The introduction of quota policies is expected to lead refrigerants into a high prosperity cycle, with supply constraints and stable demand growth from markets like heat pumps and cold chain logistics [9] - The synthetic biology sector is poised for explosive growth, driven by the transition to low-energy products and breakthroughs in non-grain bio-based materials [9] - OLED technology is accelerating its penetration into various display sizes, supported by policy measures aimed at fostering the new display industry [10] - The demand for high-frequency and low-loss electronic resins is increasing due to the rise of AI infrastructure, with AI server shipments expected to grow significantly [11] - The electronic chemicals sector is benefiting from the expansion of wafer production capacity, with increasing demand for key materials like photoresists and packaging materials [12] Summary by Sections Industry Performance - The chemical sector's overall performance ranked 14th with a weekly change of 0.78%, outperforming the Shanghai Composite Index by 0.38 percentage points [6][21] - Key stocks such as Honghe Technology and Zhongcai Technology saw significant price increases due to rising demand in AI servers and high-speed network equipment [6] Supply-Side Tracking - A total of 155 companies in the chemical industry had their production capacities affected, with 4 new repairs and 7 restarts reported [14] Key Industry Dynamics - BlueStar announced the acquisition of Elkem's core organic silicon assets, marking a strategic move to enhance its position in the global organic silicon industry [34] - The first biofuel blending policy in China was approved, allowing for local blending and reducing reliance on imports [34]

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 301630 | 同宇新材 | | 17.25 | 89.20亿 | 31.03 | 223.01 | | 300739 | 明阳电路 | 1 | 16.31 | 127亿 | 85.42 | 34.08 | | 920060 | 力源通 | 1 | 11.29 | 56.07亿 | 12.17 | 36.88 | | 301251 | 威尔高 | 一般 | 10.14 | 92.87 亿 | 31.89 | 68.95 | | 002008 | 大族激光 | 4 | 10.00 | 718亿 | 69.26 | 69.72 | | 001389 | 广合科技 | 1 | 10.00 | 501亿 | 44.15 | 117.67 | | 002916 | 深南电路 | 1 | 10.00 | 1976 Z | 24.90 | 290.14 | | 002463 | 沪电股份 | 1 | 10. ...

资料显示，陕西莱特光电材料股份有限公司位于陕西省西安市高新区隆丰路99号3幢3号楼，成立日期 2010年2月21日，上市日期2022年3月18日，公司主营业务涉及主要从事OLED有机材料的研发、生产和 销售。主营业务收入构成为：OLED有机材料94.48%，面板用清洗液4.95%，其他0.33%，其他中间体 0.23%。 2月25日，莱特光电涨5.29%，截至发稿，报32.65元/股，成交3.15亿元，换手率2.52%，总市值131.40亿 元。 工银专精特新混合A（015135）基金经理为英明。 截至发稿，英明累计任职时间287天，现任基金资产总规模1.31亿元，任职期间最佳基金回报27.44%， 任职期间最差基金回报26.86%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，工银瑞信基金旗下1只基金重仓莱特光电。工银专精特新混合A（015135）四季度持有股数 18.06万 ...

1、机构称AI芯片领域，钻石散热潜在市场空间广阔。 明日线索 2月24日，培育钻石概念大涨，四方达20cm涨停，黄河旋风涨停。 消息面上，河南省科技厅官微此前消息，热沉片是金刚石家族的新成员，它让超硬材料成功进入高端芯片散热这个新赛道。黄 河旋风表示，从热沉片上切割出来所需要的形状，以某种方式贴合在芯片上，做成顶级散热器，这将大大促进高功率器件、 5G/6G通信、AI算力性能的提升。如今，制约产业化的尺寸瓶颈已被突破，黄河旋风成功研制出国内可量产的最大8英寸热沉 片。据悉，公司热沉片生产车间将于今年2月份投入量产，这是功能性金刚石从实验室，迈向规模化商业应用的一个里程碑。 据中邮证券，AI芯片领域，钻石散热潜在市场空间广阔。假设2030年全球AI芯片市场规模为3万亿人民币；AI芯片中钻石散热方 案渗透率分别为5%、10%、20%、50%；钻石散热价值量占比分别为5%、8%、10%，进行弹性测算，钻石散热市场空间的区间 为75亿至1500亿元。 | 图表12: Al 芯片领域钻石散热市场空间弹性测算表 | | | | | | | --- | --- | --- | --- | --- | --- | | 单位( ...

Group 1 - International Composite Materials (301526) is a core supplier of electronic-grade glass fiber and products in China, focusing on high-performance glass fiber material research and production, with a full industry chain layout advantage in electronic cloth [1][21] - The company’s main business includes electronic-grade glass fiber yarn, electronic cloth, and composite material products, widely used in copper-clad laminates (CCL) and printed circuit board (PCB) manufacturing, featuring electrical insulation and fire resistance [1][21] - The company is focusing on high-end products such as low-dielectric electronic cloth, suitable for high-speed PCB scenarios like AI servers and data centers, with production capacity and technical strength among the industry leaders [1][21] Group 2 - Honghe Technology (603256) is a leading enterprise in the global mid-to-high-end electronic-grade glass cloth segment, breaking international monopolies in ultra-thin and extremely thin electronic cloth [2][22] - The company’s main business focuses on the research, production, and sales of electronic-grade glass fiber yarns and fabrics, with applications covering various electronic devices including mobile phones, computers, and AI servers [2][22] - As a core supplier to global top copper-clad board manufacturers, the company has a significant competitive advantage in high-end PCB manufacturing, especially in AI computing-related high-speed PCB fields [2][22] Group 3 - China National Materials (002080) is a comprehensive leader in the new materials sector, leveraging state-owned enterprise resources to maintain industry leadership in glass fiber and wind power blades [3][23] - The company’s main business includes glass fiber and products, wind power blades, and lithium battery separators, with glass fiber being a core segment [3][23] - The company’s subsidiary, Taishan Glass Fiber, developed the first generation of low-dielectric fine yarn and electronic cloth, which won a global leading ICT manufacturer’s "Technology Breakthrough Award" [3][23] Group 4 - China Jushi (600176) is the absolute leader in the global glass fiber industry, with production capacity and technical strength at the forefront globally [4][24] - The company has built a full industry chain advantage from glass fiber yarn to electronic cloth, with products widely used in construction, electronics, and automotive sectors [4][24] - The company’s electronic cloth production capacity ranks among the top globally, with significant cost advantages in self-developed low-dielectric glass fiber (TLD-glass) [4][24] Group 5 - Jinan Guojin (002636) is a key player in the copper-clad board industry, with a complete electronic materials industry chain layout [5][25] - The company focuses on the research and production of copper-clad boards and related materials, maintaining a stable market share in East China [5][25] - The company’s electronic-grade glass fiber cloth is a core raw material for copper-clad boards, enabling effective cost reduction through in-house production [5][25] Group 6 - Hongchang Electronics (603002) is an important enterprise in the domestic electronic-grade epoxy resin and copper-clad board sector, covering core upstream and downstream segments of electronic cloth [6][26] - The company has established long-term partnerships with major domestic PCB manufacturers, focusing on the production and sales of electronic-grade epoxy resin, copper-clad boards, and semi-cured sheets [6][26] - The company benefits indirectly from the development of the electronic cloth industry through its copper-clad board business [6][26] Group 7 - Filihua (300395) is a leading enterprise in the global quartz glass materials sector, being the only company in China to achieve mass production of high-end quartz electronic cloth (Q cloth) [7][27] - The company’s main business focuses on the research, production, and sales of quartz glass and products, with applications in high-end fields such as semiconductors and optical communications [7][27] - The company’s third-generation quartz cloth has a dielectric constant as low as 2.3, making it a core enhancement material for M9 copper-clad boards [7][27] Group 8 - Changhai Co., Ltd. (300196) is an important enterprise in the domestic glass fiber and composite materials industry, focusing on high-end electronic cloth business through its subsidiaries [8][28] - The company’s main business includes glass fiber yarn, glass fiber products, and composite materials, with a stable production capacity layout in East China [8][28] - The company’s subsidiary, Guangyuan New Materials, focuses on producing low-dielectric electronic cloth and electronic yarn, entering the high-end PCB materials market [8][28] Group 9 - Jiuding New Materials (002201) is one of the leading enterprises in the domestic electronic cloth industry, with deep accumulation in glass fiber and composite materials [9][30] - The company’s main business includes glass fiber products, composite materials, and wind power blades, with electronic cloth being a core segment [9][30] - The company is continuously advancing the research and development of special glass fibers and electronic cloth, with significant revenue growth expected in the second quarter of 2025 [9][30] Group 10 - Shandong Glass Fiber (605006) is an important enterprise in the domestic glass fiber industry, with electronic cloth being a key focus area [10][31] - The company leverages the glass fiber industry cluster advantage in Shandong, steadily expanding its production capacity [10][31] - The company is focusing on mid-to-high-end electronic cloth products, adapting to the upgrading needs of the PCB industry [10][31]

Group 1 - The A-share PCB concept sector experienced a strong rally in the morning session, with International Composite Materials (301526) hitting the daily limit up of 20% [1] - Other companies such as Jin'an Guoji, Honghe Technology, Zhongcai Technology, China Jushi, and Shandong Fiberglass also reached the daily limit up, indicating a broad positive sentiment in the sector [1] - Stocks like Changhai Co. and Lite Optoelectronics saw significant gains, contributing to the overall upward trend in the PCB sector [1] Group 2 - The short drama game and film theater sectors faced a decline at the beginning of the trading session, with Hengdian Film and Jin Yi Film hitting the lower limit [5] - Following the initial drop, the lower limit was lifted, but companies like Xingfu Lanhai saw a decline of over 5%, while Baida Qiancheng and Huace Film experienced notable losses [5] - The overall performance of the short drama game and film theater sectors indicates a challenging market environment [5]

Group 1 - UBI Research forecasts that OLED display shipments will reach 3.2 million units in 2025, a significant increase of 64% compared to 1.95 million units in 2024, with a growth rate of over 50% expected for this year [1] - The rapid penetration of OLED in high-end IT applications, driven by leading manufacturers like Apple and Huawei, is also expanding into automotive displays and smart wearables, contributing to the growth of OLED displays [1] - Companies in the OLED supply chain are accelerating technological innovation and capacity expansion, which is expected to drive down costs and further enhance market penetration [1] Group 2 - China currently leads the global OLED shipment market, with AMOLED smartphone panel shipments accounting for 50.6% of the market share [2] - Some panel manufacturers have begun production on their 8.6-generation OLED production lines, with increasing domestic production rates of organic light-emitting materials and PCB components, indicating a shift towards mid-to-high-end products [2] - BOE Technology Group announced that its 8.6-generation AMOLED production line will begin mass production in the second half of 2026, enhancing its competitiveness in the display industry [2] Group 3 - Visionox's 8.6-generation AMOLED production line project in Hefei is set to start cleanroom delivery in the second quarter of this year [3] - The upstream material companies in the OLED supply chain are also accelerating their development, with companies achieving breakthroughs in domestic OLED terminal materials [3] - The company is focusing on the development of new generation narrow-spectrum dopant materials and other advanced technologies to promote domestic substitution and strengthen the supply chain's autonomy [3] Group 4 - OLED is expanding from consumer electronics into more diverse and high-value fields, with a clear trend towards high-end consumer electronics and commercial applications [4] - Domestic OLED is transitioning from merely existing to focusing on quality, with the industry collectively pushing towards high-end markets and increasing international market share [4] - Technological innovation is identified as a key factor for companies to overcome competition and meet high-end demands [4]