中国国际金融股份有限公司 关于南京茂莱光学科技股份有限公司 使用部分超募资金永久补充流动资金的核查意见 中国国际金融股份有限公司（以下简称"保荐机构"或"中金公司"）作为南京茂 莱光学科技股份有限公司（以下简称"公司"或"茂莱光学"）首次公开发行股票并上 市的保荐机构。根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管规则》 《上海证券交易所科创板股票上市规则》《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》等有关规定，对茂莱光学拟使用部分超募资金永久补充流动 资金的事项进行了核查，核查情况如下： 一、募集资金基本情况 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，公司获准向社会公开发行人民币普通股 1,320 万股，每股发行价 格为人民币 69.72 元，募集资金总额为人民币 92,030.40 万元，扣除发行费用人民币 10,896.22 万元（不含增值税）后，募集资金净额为人民币 81,134.18 万元。上述募集资 金到位情况已 ...

以最新收盘价计算，科创板平均股价为34.34元，其中股价超100元的有46只，股价最高的是寒武纪。 证券时报·数据宝统计显示，科创板股今日上涨的有499只，下跌的有85只，以收盘价为基准测算，科创 板平均股价为34.34元，其中，收盘价超过100元的有46只，股价在50元至100元之间的有141只，股价在 30元至50元的有171只。 科创板股中，收盘价最高的是寒武纪，今日报收707.40元，上涨2.11%，其次是茂莱光学、百利天恒 等，最新收盘价分别为328.87元、303.39元。 科创板百元股中，今日平均上涨2.15%，具体来看，今日上涨的有33只，涨幅居前的有峰岹科技、杰普 特、禾信仪器等。下跌的有13只，跌幅居前的有热景生物、茂莱光学、中微公司等。 向前追溯发现，科创板百元股最新收盘价相对发行价平均溢价372.18%，溢价幅度居前的有热景生物、 百利天恒、安集科技等，溢价幅度分别为1146.37%、1128.30%、1060.36%。 以申万一级行业分类，科创板百元股较为集中的行业有电子、医药生物、计算机等，分别有19只、11 只、7只股票上榜。 融资融券方面，百元股最新（8月8日）融资余额合计33 ...

以最新收盘价计算，科创板平均股价为34.07元，其中股价超100元的有49只，股价最高的是寒武纪。 证券时报·数据宝统计显示，科创板股今日上涨的有225只，下跌的有358只，以收盘价为基准测算，科 创板平均股价为34.07元，其中，收盘价超过100元的有49只，股价在50元至100元之间的有135只，股价 在30元至50元的有170只。 科创板股中，收盘价最高的是寒武纪，今日报收703.00元，上涨1.25%，其次是茂莱光学、金山办公 等，最新收盘价分别为360.00元、307.88元。 科创板百元股中，今日平均下跌0.50%，具体来看，今日上涨的有18只，涨幅居前的有晶品特装、炬光 科技、茂莱光学等。下跌的有31只，跌幅居前的有博瑞医药、热景生物、百济神州等。 向前追溯发现，科创板百元股最新收盘价相对发行价平均溢价353.82%，溢价幅度居前的有热景生物、 百利天恒、安集科技等，溢价幅度分别为1163.70%、1108.14%、1071.45%。 | 688213 | 思特威 | 100.99 | 1.54 | 1.86 | 电子 | | --- | --- | --- | --- | --- | --- ...

今日有1只股收盘价首次突破百元大关，上纬新材最新收盘价110.48元，今日上涨20.00%，全天换手率 5.74%，成交额23.19亿元，全天主力资金净流出1.13亿元。 向前追溯发现，科创板百元股最新收盘价相对发行价平均溢价448.25%，溢价幅度居前的有上纬新材、 热景生物、百利天恒等，溢价幅度分别为4443.07%、1105.04%、1102.27%。 以申万一级行业分类，科创板百元股较为集中的行业有电子、医药生物、计算机等，分别有20只、10 只、7只股票上榜。 以最新收盘价计算，科创板平均股价为33.85元，其中股价超100元的有48只，股价最高的是寒武纪。 证券时报·数据宝统计显示，科创板股今日上涨的有333只，下跌的有248只，以收盘价为基准测算，科 创板平均股价为33.85元，其中，收盘价超过100元的有48只，股价在50元至100元之间的有134只，股价 在30元至50元的有170只。 科创板股中，收盘价最高的是寒武纪，今日报收695.00元，上涨0.86%，其次是茂莱光学、金山办公 等，最新收盘价分别为338.93元、309.90元。 科创板百元股中，今日平均上涨0.66%，具体来看，今日 ...

格隆汇8月5日｜A股市场光刻胶概念股上涨，其中，波长光电涨超9%，张江高科涨超7%，杭华股份、 泰和科技涨超5%，普利特、海立股份、飞凯材料涨超4%，国林科技、茂莱光学、蓝英装备涨超3%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301421 | 波长光电 | | 9.16 | 93.92亿 | 51.46 | | 600895 | 张江高科 | 1 | 7.71 | 536亿 | 29.22 | | 688571 | 杭华股份 | 1 | 5.73 | 37.18亿 | 35.53 | | 300801 | 泰和科技 | 1 | 5.42 | 52.23亿 | 51.65 | | 002324 | 普利特 | 4 | 4.62 | 141亿 | 33.80 | | 600619 | 海立股份 | 来 | 4.52 | 174亿 | 32.66 | | 300398 | 飞凯材料 | | 4.07 | 115亿 | 28.57 | | 300786 | 国林科技 | 来 | 3.59 | 29. ...

Summary of Conference Call Records Company: 茂莱光学 (Molex Optical) Industry Overview - The Nor Flash price increase is driven by high demand for products such as servers, AI headsets, and glasses, coupled with limited supply and the completion of customer inventory digestion [2][3] - The global industrial-grade precision optics market is valued at over 10 billion RMB, with life sciences and semiconductors accounting for nearly half of the market share [9] Core Business and Financial Performance - 茂莱光学 focuses on industrial-grade precision optical components, with applications in semiconductor testing, biometric identification, aerospace, gene sequencing, autonomous driving, and AR/VR testing [4][5] - The revenue structure is improving, with the semiconductor sector's share increasing from 30% to approximately 50%, becoming the largest application area [6][11] - The company has a stable financial performance, with a year-on-year revenue growth rate of about 20-30% and a high R&D expense ratio [7] Product Categories - The company's products are categorized into three types: devices (e.g., semiconductor lithography machine lenses), lenses (e.g., semiconductor testing lenses, autonomous driving LiDAR lenses), and systems (e.g., gene sequencing optical engines, AR/VR optical testing equipment) [5] Market Position and Competition - The optical components industry is dominated by overseas manufacturers, particularly from Germany, Japan, and South Korea, which hold 60-70% of the global market share [10] - 茂莱光学 specializes in high-difficulty and high-requirement fields, differentiating itself from traditional consumer-grade optics [8] Key Clients and Collaborations - In the semiconductor sector, the company serves domestic clients such as Shanghai Wei, Zhong'an, and Angkun, as well as international clients like Camptec [6] - Collaborations include partnerships with Waymo for autonomous driving LiDAR lenses and Meta for AR/VR testing equipment [6] Future Outlook - The demand for optical-related products is expected to grow, particularly in AR/VR and autonomous driving sectors, as these technologies continue to develop [15] - The company is well-positioned to benefit from the ongoing domestic semiconductor localization process and the increasing demand for high-precision optical components [6][9] Additional Insights - The company has a high gross margin due to its customized products aimed at industrial applications, reflecting its strong product capabilities and profitability [11] - The semiconductor measurement equipment and lithography machine markets are experiencing rapid growth, with the latter having a low domestic production rate, indicating a critical area for future development [12][13]

证券之星消息，7月31日光学光电子板块较上一交易日下跌1.08%，茂莱光学领跌。当日上证指数报收 于3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688322 | 奥比中光 | 73.87 | 6.00% | 16.13万 | 12.03亿 | | 301183 | 东田微 | 70.46 | 5.94% | 17.01万 | 11.93亿 | | 600666 | 奧瑞德 | 3.80 | 4.68% | 329.95万 | 12.34亿 | | 301045 | 天禄科技 | 24.71 | 4.26% | 7.54万 | 1.85亿 | | 002876 | 三利谱 | 26.86 | 2.75% | 10.33万 | 2.81亿 | | 002289 | *ST宇顺 | 19.39 | 2.43% | 2.92万 | 5609.31万 | | 603773 | 沃格光电 | ...

Group 1: Maolai Optics - The company indicated that its gross margin is significantly influenced by customer demand and product structure, with a gradual recovery expected as R&D orders transition to mass production orders [1] - The gross margin for Q1 2025 is projected to be 50.49%, showing a slight improvement compared to the fiscal year 2024 [1] - The company has made significant advancements in precision optical manufacturing technologies, including polishing, coating, and bonding, leading to a notable increase in lens production capacity [1] - In the semiconductor sector, the company achieved significant results in 2024, with some products moving from R&D samples to mass production, enhancing both technology and production capabilities [1] Group 2: Kangxi Communication - The company anticipates an increase in overseas order volume in Europe and South Asia by the second half of 2025, with gross margins for overseas products significantly higher than domestic ones [2] - In the low-altitude economy sector, the company has seen strong market demand for drone products, with bulk orders already secured for 2024 R&D and 2025 sample delivery [2] - The company's cash flow situation is robust, and with increasing sales revenue and improved accounts receivable management, operational net cash flow is expected to become healthier [2] - A strategic investment in Shenzhen Chip Zhongxin is projected to yield over 16 million yuan in profit for the entire year of 2024, with Q1 2025 net profit exceeding 12 million yuan [2] - The introduction of Wi-Fi 7 is expected to enhance overall gross margins, although price reductions for Wi-Fi 6 products may partially offset this; the company plans to adopt a multi-faceted approach to continuously improve product gross margin levels [2] Group 3: Fortune Fund - As of now, the total asset management scale of the company is 1,161.445 billion yuan, ranking 6th out of 210 [3] - The asset management scale for non-monetary public funds is 782.537 billion yuan, ranking 4th out of 210 [3] - The company manages 758 public funds, ranking 5th out of 210, with 98 fund managers, ranking 6th out of 210 [3] - The best-performing public fund product in the past year is the Fortune Hang Seng Hong Kong Stock Connect Healthcare ETF, with a latest net value of 1.6 and a growth of 133.12% over the past year [3] - The latest public fund product launched is the Fortune CSI 800 Free Cash Flow ETF Link A, which is an index-type stock fund, with a subscription period from July 14, 2025, to August 1, 2025 [3]

Core Viewpoint - The company, Maolai Optics (688502), has shown significant growth in its financial performance and is actively engaging with investors regarding its business developments and market expectations [1][6]. Company Overview - Maolai Optics specializes in the research, design, manufacturing, and sales of precision optical devices, optical lenses, and optical systems [6]. - The company reported a main revenue of 142 million yuan in Q1 2025, representing a year-on-year increase of 28.23% [6]. Financial Performance - The net profit attributable to shareholders for Q1 2025 was 16.64 million yuan, up 288.73% year-on-year [6]. - The net profit after deducting non-recurring gains and losses was 13.27 million yuan, reflecting a substantial increase of 455.51% year-on-year [6]. - The gross margin for Q1 2025 was 50.49%, showing a slight improvement compared to 2024 [2][6]. Research and Development - The company has emphasized self-innovation and has made significant advancements in its core technologies, including polishing, coating, bonding, and optical lens design [3]. - The production capacity for key applications, particularly objective lenses, has significantly improved due to stable production processes [3]. Market Expectations - In the semiconductor sector, the company has achieved notable results in 2024, with some products successfully transitioning from the R&D phase to mass production [4]. - The company is optimistic about its business development and does not solely rely on external market growth [4]. Investor Engagement - The company has been actively communicating with investors while adhering to information disclosure regulations, ensuring that discussions do not involve undisclosed significant information [2]. Analyst Ratings - In the last 90 days, two institutions have provided ratings for the stock, both recommending an increase in holdings [7]. Financing Activity - Recent financing data indicates a net inflow of 93.73 million yuan in the last three months, with an increase in financing balance [8].

以最新收盘价计算，科创板平均股价为33.52元，其中股价超100元的有41只，股价最高的是寒武纪。 证券时报·数据宝统计显示，科创板股今日上涨的有132只，下跌的有452只，以收盘价为基准测算，科 创板平均股价为33.52元，其中，收盘价超过100元的有41只，股价在50元至100元之间的有135只，股价 在30元至50元的有163只。 科创板股中，收盘价最高的是寒武纪，今日报收684.70元，下跌3.67%，其次是茂莱光学、百利天恒 等，最新收盘价分别为348.21元、325.40元。 融资融券方面，百元股最新（7月29日）融资余额合计296.91亿元，融资余额居前的有寒武纪、海光信 息、中微公司等，最新融资余额分别为47.98亿元、33.84亿元、25.50亿元。最新融券余额合计为2.03亿 元，融券余额居前的有寒武纪、海光信息、金山办公等，最新融券余额分别为0.23亿元、0.22亿元、 0.13亿元。（数据宝） 科创板百元股一览 | 代码 | 简称 | 最新收盘价（元） | 今日涨跌（%） | 换手率（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 6 ...