证券代码：688502 证券简称：茂莱光学 公告编号：2025-066 南京茂莱光学科技股份有限公司 2025 年半年度募集资金存放、管理与实际使用情况 的专项报告 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。 根据《上市公司募集资金监管规则》《上海证券交易所科创板上市公司自 律监管指引第1号——规范运作》等相关法律、法规，以及《公司章程》《募集 资金管理制度》等规定，南京茂莱光学科技股份有限公司（以下简称"公司"、 "茂莱光学"）董事会编制了《2025年半年度募集资金存放、管理与实际使用情 况的专项报告》，报告具体内容如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到账情况 根据中国证券监督管理委员会于2023年1月12日出具的《关于同意南京茂莱 光学科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕84 号），并经上海证券交易所同意，公司首次公开发行人民币普通股1,320万股， 每股面值为人民币1元，发行价格为每股人民币69.72元，募集资金总额为人民 币92,030.40万元，扣除发行费用后实 ...

证券代码：688502 证券简称：茂莱光学 公告编号：2025-069 南京茂莱光学科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 南京茂莱光学科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日 发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 18 日（星期四）13:00-14:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 9 月 18 日（星期四）13:00-14:00 会议召开时间：2025 年 9 月 18 日 （星期四） 13:00-14:0 ...

Core Insights - The optical and optoelectronic sector experienced a 2.1% increase on August 28, with Aibisen leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Sector Performance - Aibisen (300389) saw a closing price of 14.70, with a significant increase of 20.00% and a trading volume of 258,100 shares [1] - Dongtian Micro (301183) closed at 111.03, up 15.38% with a trading volume of 182,900 shares [1] - Chenglai Optics (688502) closed at 475.34, up 13.71% with a trading volume of 21,800 shares [1] - Qiutian Micro (300939) closed at 40.00, up 12.17% with a trading volume of 186,100 shares [1] - Tengjing Technology (688195) closed at 69.26, up 10.53% with a trading volume of 155,600 shares [1] - Woge Optoelectronics (603773) closed at 34.32, up 10.00% with a trading volume of 127,700 shares [1] - Yanke Co. (300889) closed at 20.40, up 9.21% with a trading volume of 234,800 shares [1] - Yongxin Optics (603297) closed at 107.98, up 8.41% with a trading volume of 54,000 shares [1] - Fujing Technology (002222) closed at 46.07, up 7.51% with a trading volume of 274,200 shares [1] - Wavelength Optoelectronics (301421) closed at 89.60, up 6.62% with a trading volume of 83,300 shares [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 2.012 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.947 billion yuan [3] - Speculative funds recorded a net inflow of 65.4 million yuan into the sector [3]

Group 1 - The stock price of Maolai Optical closed at 427.00 yuan on August 26, 2025, down 24.02 yuan from the previous trading day, representing a decline of 5.33% [1] - The opening price for the day was 442.00 yuan, with a highest price of 446.00 yuan and a lowest price of 420.10 yuan, with a trading volume of 13,354 lots and a transaction amount of 578 million yuan [1] - Maolai Optical is part of the optical optoelectronics industry, focusing on the research and production of precision optical components, which are widely used in consumer electronics and medical devices [1] Group 2 - There are 63 stocks priced over 100 yuan on the Sci-Tech Innovation Board, with Maolai Optical ranking second in the latest closing price, only behind Cambricon [1] - On that day, the net outflow of main funds for Maolai Optical was 51.88 million yuan, with a cumulative net outflow of 30.40 million yuan over the past five days [1]

Core Viewpoint - The optical and optoelectronic sector experienced a significant increase, with a 2.03% rise on August 22, led by Helitai's strong performance [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3825.76, up 1.45% [1] - The Shenzhen Component Index closed at 12166.06, up 2.07% [1] - Helitai (002217) led the sector with a closing price of 3.07, reflecting a 10.04% increase [1] Group 2: Stock Performance - The following stocks showed notable gains: - Chanzhan Optoelectronics (003019) closed at 43.55, up 8.60% [1] - Chenglai Optics (688502) closed at 438.00, up 8.01% [1] - Wavelength Optoelectronics (301421) closed at 89.77, up 7.10% [1] - Lianjian Optoelectronics (300269) closed at 5.83, up 6.97% [1] - Fuzhen Technology (002222) closed at 44.48, up 5.63% [1] - Aobi Zhongguang (688322) closed at 83.28, up 5.38% [1] - Gebijia (835438) closed at 45.00, up 4.65% [1] - Fuguang Co., Ltd. (688010) closed at 34.74, up 4.45% [1] - Tianshan Electronics (301379) closed at 27.76, up 4.13% [1] Group 3: Capital Flow - The optical and optoelectronic sector saw a net inflow of 889 million yuan from main funds [3] - Retail investors contributed a net inflow of 54.79 million yuan, while speculative funds experienced a net outflow of 944 million yuan [3]

Group 1 - The lithography equipment sector is experiencing a strong performance, with significant gains in stock prices [1] - Asuka Electronics has reached its daily limit up, indicating strong investor interest and confidence [1] - Other companies in the sector, including China Shipbuilding Gas, Juguang Technology, Chip Microelectronics, Maolai Optics, and Kema Technology, are also seeing stock price increases [1]

Group 1 - The core viewpoint of the article highlights the significant performance increase of Maolai Optical, with a stock price rise of 9.66% to 413.71 yuan as of August 20, 2025, and a trading volume of 1.76 million shares, amounting to 700 million yuan in transaction value [1] - The company reported a total revenue of 142 million yuan for Q1 2025, reflecting a year-on-year growth of 28.23%, and a net profit attributable to shareholders of 16.64 million yuan, which is a remarkable increase of 288.73% [1] - The company's non-recurring net profit reached 13.27 million yuan, showing a substantial year-on-year growth of 455.51%, indicating strong operational performance [1] Group 2 - Maolai Optical has a current liquidity ratio of 2.604 and a quick ratio of 1.767, demonstrating solid financial health [1] - The company's debt-to-asset ratio stands at 20.33%, indicating a low level of financial leverage [1] - The company has made investments in five external enterprises and participated in 23 bidding projects, showcasing its active engagement in business expansion [2]

Core Viewpoint - The AI glasses concept stocks experienced a significant surge in early trading on August 20, with multiple companies reaching their daily price limits and others showing notable gains [1]. Group 1: Stock Performance - Renhe Pharmaceutical and Sanan Optoelectronics hit the daily limit up, indicating strong investor interest [1]. - Star Technology, Yian Technology, and Longli Technology saw increases of over 10%, reflecting positive market sentiment towards AI glasses [1]. - Other companies such as Crystal Optoelectronics and Lens Technology also experienced upward movement in their stock prices [1]. Group 2: Detailed Stock Data - Star Technology (300256) increased by 16.82% to 5.07, with a trading volume of 0.73 million [2]. - Yian Technology (300328) rose by 14.78% to 19.49, with a trading volume of 2.51 million [2]. - Longli Technology (300752) saw a gain of 10.60% to 26.51, with a trading volume of 2.54 million [2]. - Renhe Pharmaceutical (000650) increased by 10.00% to 6.38, with a trading volume of 0.58 million [2]. - Sanan Optoelectronics (600703) rose by 9.98% to 14.43, with a trading volume of 1.31 million [2]. - Other notable performers included Crystal Optoelectronics (002273) with a 9.39% increase and Lens Technology (300433) with a 7.65% increase [2].

Core Viewpoint - The average stock price of the STAR Market is 36.42 yuan, with 53 stocks priced over 100 yuan, indicating a mixed performance in the market with 221 stocks rising and 360 stocks falling today [1]. Group 1: Stock Performance - The highest closing price on the STAR Market is 933.98 yuan for Cambrian, which fell by 1.69% today [1]. - Among the stocks priced over 100 yuan, the average decline today was 0.51%, with 14 stocks rising and 39 stocks falling [1]. - The stocks with the highest premium relative to their issue price include Cambrian (1350.50%), Baoli Tianheng (1167.21%), and Rejing Bio (1143.70%) [1]. Group 2: Industry Concentration - The stocks priced over 100 yuan are concentrated in the electronics, pharmaceutical, and computer industries, with 23, 11, and 8 stocks respectively [1]. Group 3: Capital Flow - The net outflow of main funds from stocks priced over 100 yuan today was 1.968 billion yuan, with the highest net inflows seen in Xinyuan Technology (27.98 million yuan), Juguang Technology (10.04 million yuan), and Rejing Bio (8.22 million yuan) [2]. - The total margin balance for stocks priced over 100 yuan is 41.903 billion yuan, with Cambrian, Haiguang Information, and Zhongwei Company having the highest margin balances of 6.260 billion yuan, 5.302 billion yuan, and 2.969 billion yuan respectively [2].

Core Viewpoint - The Shanghai Composite Index rose by 0.85%, with 126 stocks reaching historical closing highs, indicating a strong market performance today [1]. Market Performance - Among the tradable A-shares, 4,037 stocks increased in price, accounting for 74.62% of the total, while 1,222 stocks decreased, making up 22.59% [1]. - A total of 123 stocks hit the daily limit up, while only 2 stocks hit the limit down [1]. Historical Highs - Excluding newly listed stocks from the past year, 126 stocks closed at historical highs, with 39 from the main board, 49 from the ChiNext, and 23 from the Sci-Tech Innovation Board [1]. - The sectors with the most stocks reaching historical highs included machinery equipment (26 stocks), electronics (25 stocks), and basic chemicals (16 stocks) [1]. Stock Price Movements - Stocks that reached historical highs saw an average price increase of 8.67%, with notable gainers including Haineng Technology, Haidar, and Gobika, all rising by 30% [1][2]. - The average closing price of the stocks that hit historical highs was 72.90 yuan, with 20 stocks priced over 100 yuan and 40 stocks priced between 50 and 100 yuan [1]. Capital Flow - The stocks reaching historical highs experienced a net outflow of 16.01 billion yuan in main capital, with 65 stocks seeing net inflows [2]. - The top three stocks with net inflows were Dongxin Peace (5.45 billion yuan), Agricultural Bank (5.43 billion yuan), and Zhongji Xuchuang (4.25 billion yuan) [2]. - Conversely, the stocks with the highest net outflows included Wolong Electric Drive (19.13 billion yuan), Zhina Compass (7.88 billion yuan), and Yingweike (4.54 billion yuan) [2]. Market Capitalization - The average total market capitalization of the stocks reaching historical highs was 455.50 billion yuan, with an average circulating market capitalization of 413.11 billion yuan [2]. - The stocks with the highest total market capitalization included Agricultural Bank (22,123.62 billion yuan), Haineng Technology (3,974.33 billion yuan), and Zhongji Xuchuang (2,888.91 billion yuan) [2]. Innovation High Frequency - The frequency of stocks reaching new highs is a key indicator of price strength, with Sijuan New Materials hitting new highs 14 times in the past month, followed by Agricultural Bank, Yingweike, and Dongxin Peace with 12, 11, and 11 times respectively [2].