深圳市灵明光子科技有限公司经营范围为混合集成电路、片式元器件、光电子器件及传感器等新型电子 元器件的技术开发、生产、销售及技术服务。 智洋创新(688191.SH)发布公告，公司正在筹划以发行股票、定向发行可转换公司债券、支付现金等方 式购买深圳市灵明光子科技有限公司(简称"灵明光子")控制权，同时拟募集配套资金。本次交易预计构 成重大资产重组，且构成关联交易。公司股票自2026年2月4日起停牌，预计停牌时间不超过5个交易 日。 ...

鉴于本次交易相关事项尚处于筹划阶段，存在不确定性，为保证公平信息披露、维护投资者利益，避免 对公司股价造成重大影响，根据上海证券交易所的相关规定，经公司申请，公司股票自2026年2月4日 （星期三）开市起开始停牌，预计停牌时间不超过5个交易日。 格隆汇2月3日丨智洋创新(688191.SH)公布，公司正在筹划以发行人民币普通股股票、定向发行可转换 公司债券（如有）、支付现金（如有）等方式购买深圳市灵明光子科技有限公司（以下简称"灵明光 子"或"标的公司"）控制权，同时拟募集配套资金（以下简称"本次交易"）。经初步测算，本次交易预 计构成《上市公司重大资产重组管理办法》规定的重大资产重组，且预计构成关联交易。本次交易不会 导致公司控制权发生变更。此外，标的公司审计评估暂未确定，本次交易估值暂未确定。 登录新浪财经APP 搜索【信披】查看更多考评等级 ...

智通财经APP讯，智洋创新(688191.SH)发布公告，公司正在筹划以发行股票、定向发行可转换公司债 券、支付现金等方式购买深圳市灵明光子科技有限公司(简称"灵明光子")控制权，同时拟募集配套资 金。本次交易预计构成重大资产重组，且构成关联交易。公司股票自2026年2月4日起停牌，预计停牌时 间不超过5个交易日。 深圳市灵明光子科技有限公司经营范围为混合集成电路、片式元器件、光电子器件及传感器等新型电子 元器件的技术开发、生产、销售及技术服务。 ...

北京商报讯（记者 马换换 李佳雪）2月3日晚间，智洋创新（688191）披露公告称，公司拟购深圳市灵 明光子科技有限公司（以下简称"灵明光子"）控制权。公司股票自2月4日起开始停牌，预计停牌时间不 超过5个交易日。 智洋创新表示，截至目前，本次交易尚处于筹划阶段，交易各方尚未签署正式的交易协议，具体交易方 案仍在商讨论证中，仍存在较大不确定性。 公告显示，智洋创新正在筹划以发行股票、定向发行可转债（如有）、支付现金（如有）等方式购买灵 明光子控制权，同时拟募集配套资金。经初步测算，本次交易预计构成重大资产重组，且预计构成关联 交易。本次交易不会导致公司控制权发生变更。 据悉，灵明光子经营范围涵盖混合集成电路、片式元器件、光电子器件及传感器等新型电子元器件的技 术开发、生产、销售及技术服务。 ...

Group 1 - The company, Zhiyang Innovation, announced plans to acquire control of Shenzhen Lingming Photon Technology Co., Ltd. through the issuance of ordinary shares, targeted convertible bonds, and cash payments [1] - This transaction is expected to constitute a major asset restructuring as defined by the regulations and is anticipated to involve related party transactions [1] - The transaction will not result in a change of control for the company, and the valuation of the target company is yet to be determined [1] Group 2 - Due to the ongoing planning stage of the transaction and associated uncertainties, the company has applied for a trading suspension of its stock starting February 4, 2026, for a period not exceeding five trading days [1]

证券代码：688191 证券简称：智洋创新 公告编号：2026-008 | 证券代码 | 证券简称 | 停复牌类型 | | 停牌起始日 | 停牌 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 期间 | | | | 688191 | 智洋创新 | 股 A | 停牌 | 2026/2/4 | | | | 智洋创新科技股份有限公司 一、停牌事由和工作安排 智洋创新科技股份有限公司（以下简称"公司"）正在筹划以发行人民币普通股 股票、定向发行可转换公司债券（如有）、支付现金（如有）等方式购买深圳市 灵明光子科技有限公司（以下简称"灵明光子"或"标的公司"）控制权，同时拟募集 配套资金（以下简称"本次交易"）。 关于筹划重大资产重组的停牌公告 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、准确性和完整性承担法律责任。 重要内容提示： 证券停复牌情况：适用 因筹划重大资产重组,本公司的相关证券停复牌情况如下： 本次交易事项尚处于筹划阶段，公司目前正与交易意向 ...

智洋创新公告，公司正在筹划以发行人民币普通股股票、定向发行可转换公司债券（如有）、支付现金 （如有）等方式购买深圳市灵明光子科技有限公司控制权，同时拟募集配套资金。本次交易预计构成重 大资产重组，且预计构成关联交易。公司股票自2026年2月4日开市起开始停牌，预计停牌时间不超过5 个交易日。 ...

南财智讯2月3日电，智洋创新公告，公司股票因筹划重大资产重组，自2026年2月4日起停牌，预计停牌 时间不超过5个交易日。本次重组拟通过发行人民币普通股股票、定向发行可转换公司债券（如有）、 支付现金（如有）等方式购买深圳市灵明光子科技有限公司控制权，并募集配套资金。截至目前，交易 尚处于筹划阶段，尚未签署正式协议，存在较大不确定性。敬请投资者注意投资风险。 ...

Core Viewpoint - The A-share market experienced a significant downturn, but the high-voltage power transmission sector saw a remarkable surge due to three powerful driving forces: substantial investment plans, accelerated domestic substitution, and expanding overseas markets [1][3][5]. Investment Plans - The State Grid's "14th Five-Year Plan" outlines a fixed asset investment of 4 trillion yuan in the power grid sector over the next five years, representing a 40% increase from the previous period. Over 60% of this investment will be directed towards ultra-high voltage (UHV) and inter-regional transmission projects, translating to at least 2.4 trillion yuan flowing into the UHV and related industries [3][5]. Domestic Substitution - There is a clear policy directive to increase the domestic production rate of core UHV equipment from 90% to 98% by 2026, with procurement ratios for domestic equipment rising from 30% to over 50%. This shift is expected to redirect significant orders and profits from foreign manufacturers to domestic companies, benefiting leading firms in high-voltage switches, converters, and transformers [5][10]. Overseas Market Expansion - China's UHV technology is leading globally, with increasing demand for power grid upgrades and energy transitions worldwide. The "Belt and Road" initiative is facilitating the export of UHV technology, exemplified by successful projects like the Belo Monte UHV project in Brazil [6][7]. Market Performance - On February 2, the UHV sector saw a collective surge in stock prices, with companies like Electric Power Research Institute and Anke Intelligent Electric experiencing gains of 19.95% and 16.56%, respectively. Other companies in the sector also reported significant increases, with many stocks hitting their daily limit [2][10]. Industry Dynamics - The global market for large power transformers is currently facing a structural shortage, with a supply gap of 30%. The lead time for orders has extended from an average of 18 months in 2021 to over four years now, creating a favorable environment for Chinese companies with full industrial chain capabilities [7][10]. Order Growth - From the second half of 2025, several UHV equipment companies have reported significant year-on-year increases in contract amounts, indicating a strong order backlog that will support revenue growth in 2026 and 2027 [17]. Key Players - Major companies in the UHV sector include China Western Electric, which holds a dominant position in the market with over 40% share in core equipment like converters and GIS, and TBEA, recognized as a global leader in UHV transformers [15][16]. Investment Sentiment - Institutional investors, particularly social security funds, have heavily invested in key players like Anke Intelligent Electric and China Western Electric, indicating strong confidence in the sector's growth potential [10][14]. Conclusion - The convergence of substantial investment, domestic substitution policies, and international market opportunities is positioning the UHV sector for robust growth, attracting significant market interest and investment [1][3][5].

从资金流向上来看，当日电网设备板块主力资金净流出51.22亿元，游资资金净流入8.17亿元，散户资金 净流入43.05亿元。电网设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002169 智光电气 | | 1.06 Z | 7.98% | 1154.83万 | 0.87% | -1.18 Z | -8.84% | | 002471 中超控股 | | 2250.91万 | 0.85% | -3739.62万 | -1.41% | 1488.71万 | 0.56% | | 688191 智洋创新 | | 1549.08万 | 2.26% | 1094.73万 | 1.60% | -2643.80万 | -3.87% | | 603556 海兴电力 | | 1253.46万 | 5.13% | 136.05万 | 0.56% | -1389.51万 | -5.69% | | 002452 ...