Core Viewpoint - The concentrated high-performing stocks in popular sectors may experience a rebound in their stock prices, as evidenced by significant decreases in shareholder numbers and positive earnings forecasts for 2025 [1][10]. Group 1: Stock Performance and Shareholder Concentration - On January 30, Hengdian Film and Television and Asia Optical both saw strong price increases, driven by trends in AI and electronic paper technologies, respectively [1][10]. - A total of 116 stocks in key sectors such as defense, basic chemicals, and power equipment have seen their shareholder numbers decline by at least 5% since the end of 2025 [2][10]. - Among these, over 50 stocks experienced a decline of more than 10%, with 9 stocks seeing declines exceeding 20%, including Zhejiang Zhongcheng and Daikin Heavy Industries [2][10]. - The average increase in stock prices for these 116 stocks since 2025 is nearly 64%, with those experiencing a decline in shareholder numbers of over 20% showing an average increase of close to 130% [3][12]. Group 2: Earnings Forecasts for 2025 - Of the 116 companies, 22 have reported positive earnings forecasts for 2025, with a pre-announcement success rate exceeding 60%, primarily in mechanical equipment and basic chemicals [4][13]. - Notable companies with significant profit increases include Suotong Development, with a projected net profit increase of over 210%, and Daikin Heavy Industries, with an expected increase of over 153% [4][13]. - North Chemical's projected net profit for 2025 is expected to reach 290 million, recovering from a loss of 28 million in 2024, driven by growth in its cellulose and environmental protection sectors [5][14]. - Zhongbing Hongjian is expected to turn a profit in 2025 with a projected net profit of 46 million, recovering from a loss of over 30 million in 2024 [6][15]. Group 3: Notable Stocks with Strong Performance - Among the concentrated stocks, Hongsheng Co. has seen a price increase of over 340% since 2025, with a significant reduction in shareholder numbers [3][12]. - Other companies like Beihua Co. and Yidian Tianxia have also seen their shareholder numbers decline by over 20%, with price increases exceeding 100% since 2025 [3][12]. - The stocks that have underperformed relative to their industry indices include *ST Huike and Runxin Technology, with declines of nearly 68% and over 30%, respectively [9][18].

Group 1: Agricultural Industry - DaFa V is expected to release a significant document related to hybrid corn seed production, highlighting the leading companies in the sector such as YinHai Seed Industry, ZhongShui HaiYe, WanXiang DeNong, and DunHuang Seed Industry [2] - Agricultural Development Group, a key player in seed production, has a comprehensive strength ranking among domestic seed producers, focusing on corn, wheat, and rice seeds, with extensive land holdings [2] - The company has seen a rapid stock price increase, with a notable performance of 3 trading days with 2 price limits [2] Group 2: Robotics and AI - Beijing Humanoid Robot Innovation Center has launched a pilot verification platform, indicating advancements in humanoid robotics [3] - Tianqi Co. has partnered with various companies to provide diverse robotic products and solutions, with a notable collaboration for the 2026 Spring Festival [3] - The company has seen significant stock performance, with 5 trading days and 3 price limits [3] Group 3: Semiconductor and Electronics - Companies like TaiJi Industrial and ShiYiDa are leading in DRAM packaging and semiconductor testing equipment, with significant revenue growth expected [3][4] - The semiconductor industry is experiencing a surge in demand, with companies like JingPuTe and BaiYun Electric focusing on innovative solutions for data centers and electric drive systems [4] - Google Cloud has announced price increases, reflecting the growing demand for cloud services [4] Group 4: Space and Satellite Communication - LongJiang Communication is focusing on low-orbit satellite communication, contributing to the establishment of standards in the industry [5] - TianTong Co. is showcasing its capabilities in commercial satellite technology and electronic manufacturing services, enhancing the supply chain for the aerospace industry [5] Group 5: Chemical and Material Industry - BaiChuan Co. is actively involved in the production of chemical products and is expanding into the lithium battery materials sector [5] - The company is also experiencing stock performance with 3 trading days and 3 price limits [5] - The PCB materials market is seeing price increases, with Japanese manufacturers raising prices by over 30% [5] Group 6: Consumer Goods and Retail - The State Council has issued a plan to accelerate the growth of service consumption, impacting companies in the retail and entertainment sectors [3] - Companies like HengDian Film and HuangTai Liquor are experiencing stock price increases, indicating positive market sentiment [3]

Group 1 - The core point of the article is that Asahi Kasei Electric has reported a total of 19,346 shareholders as of January 20, 2026 [2]

Core Viewpoint - The major shareholder, Xie Zhigang, has completed a share reduction plan, selling a total of 1 million shares, which represents approximately 0.6100% of the company's total share capital after excluding repurchased shares [1] Group 1: Shareholder Actions - Xie Zhigang had previously disclosed a plan to reduce his holdings by up to 1 million shares, which would not exceed 0.6160% of the total share capital at that time [1] - As of January 22, 2026, Xie Zhigang executed the reduction through centralized bidding, achieving an average selling price of 21.35 yuan per share [1] - Following the reduction, Xie Zhigang holds 11.76 million shares, representing 7.1734% of the total share capital [1] Group 2: Compliance and Control - The share reduction was conducted in compliance with relevant regulations and commitments [1] - The reduction will not result in a change of control of the company [1]

亚世光电（集团）股份有限公司 关于持股5%以上股东减持计划实施完毕的公告 持股5%以上的股东解治刚保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 亚世光电（集团）股份有限公司（以下简称"公司"）于 2025 年 9 月 24 日发布 了《关于持股 5%以上股东减持股份预披露公告》（公告编号：2025-039），对解治刚 先生的股份减持计划进行了预披露，解治刚先生拟自该公告发布之日起 15 个交易日后 的三个月内（即 2025 年 10 月 23 日~2026 年 1 月 22 日，窗口期不得减持）以集中竞价、 大宗交易方式减持本公司股份合计不超过 1,000,000 股（占当时公司总股本剔除回购专 用证券账户中股份数量后的股份总数比例不超过 0.6160%）。 近日，公司收到解治刚先生出具的《关于减持计划实施完毕的告知函》，截至 2026 年 1 月 22 日，解治刚先生累计减持公司股份 1,000,000 股，占目前公司总股本剔 除回购专用证券账户中股份数量后的股份总数的 0.6100%。截至本公告披露日 ...

Core Viewpoint - The company, Asia Optical (002952.SZ), announced that Ms. Bian Ruiqun has completed a share reduction, selling a total of 1,753,400 shares, which represents 1.0695% of the company's total shares excluding those in the repurchase account [1] Group 1 - Ms. Bian Ruiqun reduced her holdings through centralized bidding and block trading from December 3, 2025, to January 12, 2026 [1] - Following the reduction, Ms. Bian holds 16,280,000 shares, accounting for 9.9305% of the company's total shares excluding those in the repurchase account [1] - The share reduction plan has been fully implemented and has reached the 1% integer threshold [1]

21智讯1月13日电，亚世光电公告，信息披露义务人边瑞群基于个人资金需求，于2025年12月3日至2026 年1月12日期间通过集中竞价交易和大宗交易方式累计减持公司股份175.34万股，占公司总股本剔除回 购专用证券账户中股份数量后的股份总数的1.0695%。本次权益变动后，边瑞群持有公司股份1628.00万 股，占公司总股本剔除回购专用证券账户中股份数量后的股份总数的9.9305%。截至本报告书签署日， 上述减持计划已实施完毕，边瑞群在未来12个月内尚无明确的增持或减持计划。 ...

证券代码：002952 证券简称：亚世光电 公告编号：2026-001 亚世光电（集团）股份有限公司 关于持股5%以上股东股份变动触及1%整数倍暨减持完成的公告 持股5%以上的股东、董事、高级管理人员边瑞群保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 亚世光电（集团）股份有限公司（以下简称"公司"）于 2025 年 9 月 24 日发布 了《关于持股 5%以上股东减持股份预披露公告》（公告编号：2025-039），对边瑞群 女士的股份减持计划进行了预披露，边瑞群女士拟自该公告发布之日起 15 个交易日后 的三个月内（即 2025 年 10 月 23 日~2026 年 1 月 22 日，窗口期不得减持）以集中竞价、 大宗交易方式减持本公司股份合计不超过 3,000,000 股（占当时公司总股本剔除回购专 用证券账户中股份数量后的股份总数比例不超过 1.8480%）。 公司于 2025 年 12 月 2 日披露了《关于持股 5%以上股东权益变动触及 1%整数倍 的公告》（公告编号：2025-050），边瑞群女 ...

股票简称：亚世光电 亚世光电（集团）股份有限公司 简式权益变动报告书 上市公司名称：亚世光电（集团）股份有限公司 股票上市地点：深圳证券交易所 股票代码：002952 股份变动性质：股份减少 签署日期：2026 年 1 月 13 日 信息披露义务人声明 信息披露义务人：边瑞群 住所：辽宁省鞍山市铁东区深峪路**栋 通讯地址：辽宁省鞍山市立山区越岭路 288 号 一、本报告书依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》 及相关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定， 本报告书已全面披露信息披露义务人在亚世光电（集团）股份有限公司拥有权 益的股份变动情况。截至本报告书签署之日，除本报告书披露的信息外，上述 信息披露义务人没有通过任何其他方式增加或减少其在亚世光电（集团）股份 有限公司中拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-12 | 002952 | 亚世光电 | 19.08 | 56.97 | 1,086.9 机构专用 | | 中银国际证券股份 | | | | | | | | | 有限公司鞍山二一 | | | | | | | | | 九路证券营业部 | 1月12日，亚世光电大宗交易成交56.97万股，成交额1086.99万元，占当日总成交额的6.3%，成交价19.08元，较市场收盘价 22.02元折价13.35%。 ...