证券日报网讯 2月24日，光智科技在互动平台回答投资者提问时表示，截至2026年2月10日公司股东人 数约1.8万余户。 （文章来源：证券日报） ...

Recent Events - The stock price of Guangzhi Technology increased by 2.01% on February 13, 2026, closing at 43.60 CNY per share, with a trading volume of 37.08 million CNY and a net inflow of main funds amounting to 454,900 CNY. However, the stock has seen a cumulative decline of 14.17% year-to-date, despite a recent 5-day increase of 3.81% [2] Financial Status - On February 12, 2026, the company announced that it provided guarantees for its subsidiaries, Anhui Guangzhi and Anhui Jingwei, with a total external guarantee balance of 1.575 billion CNY, which accounts for 255.55% of the most recent audited net assets [3] Performance and Operations - The company projected a net loss attributable to shareholders of 30 million to 43 million CNY for the fiscal year 2025, marking a shift from profit to loss compared to the previous year, primarily due to increased management and research and development expenses [4] Company Situation - The company granted restricted stock as part of its incentive plan in December 2025, with performance targets set for 2026 and 2027, including a minimum revenue of 2.8 billion CNY or a net profit of at least 200 million CNY for 2026, necessitating attention to the achievement of these targets [5] Shareholder Situation - As of January 10, 2026, the pledge ratio of core shareholders reached 70%, triggering a "risk" rating. The controlling shareholder holds a relatively low stake of 29.99%, raising concerns about share dispersion and pledge risks. The number of shareholders as of January 30, 2026, was 18,000, a decrease of 5.26% from the previous period [6]

证券代码：300489 证券简称：光智科技 公告编号：2026-003 光智科技股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别风险提示： 截至本公告披露日，光智科技股份有限公司（以下简称"公司"）累计对外 担保余额为157,500.76万元，占公司最近一期经审计净资产的比例为255.55%， 均系公司对合并报表范围内子公司提供的担保，不存在对合并报表范围外单位提 供担保的情形。本次被担保对象为公司子公司安徽光智科技有限公司（以下简称 "安徽光智"）和安徽晶微科技有限公司（以下简称"安徽晶微"），其中安徽 光智最近一期资产负债率超过70%，公司对资产负债率超过70%的单位担保金额超 过上市公司最近一期经审计净资产50%，敬请投资者注意相关风险。 一、担保情况概述 公司于2025年12月26日召开第五届董事会第三十三次会议，审议通过了《关 于2026年度向银行申请综合授信并为子公司提供担保的议案》，同意公司为安徽 光智及其子公司向银行申请授信提供担保，合计担保额度不超过人民币186,500 万元，各子公司之间额度 ...

Group 1 - The core viewpoint of the article is that the stock price fluctuations of Guangzhi Technology (300489) are influenced by multiple market factors, and investors are advised to be cautious about investment risks [1] - The management of the company is committed to improving operational efficiency and profitability [1]

（文章来源：证券日报） 证券日报网讯 2月3日，光智科技在互动平台回答投资者提问时表示，截至2026年1月30日公司股东人数 1.8万余户。 ...

Group 1 - The core viewpoint of the article is that Guangzhi Technology has announced a significant expected loss for the fiscal year 2025, projecting a net profit attributable to shareholders of between -30 million to -43 million yuan, contrasting with a profit of 12.2571 million yuan in the same period last year [2] Group 2 - The company reported a substantial decline in expected profitability, indicating a negative shift in financial performance [2] - The previous year's profit was 12.2571 million yuan, highlighting a stark contrast to the projected losses for 2025 [2]

每经AI快讯，光智科技1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损3000 万元~4300万元，同比由盈转亏。管理费用较上年同期有所上升，主要受两方面因素驱动：一是公司推 进重大资产重组事项，相应中介机构服务费用增加；二是公司为激发核心团队积极性、推进长远人才体 系建设，实施的股权激励计划相关股份支付费用在本期确认，导致管理费用相应增长；公司始终将技术 创新视为持续成长的核心动力，为加速实现在应用端产品的技术突破与迭代，报告期内研发投入持续增 加，研发费用较上年同期增长。 每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 （记者 曾健辉） ...

一、本期业绩预计情况 （一）业绩预告期间 证券代码：300489 证券简称：光智科技 公告编号：2026-002 光智科技股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 1 月 1 日——2025 年 12 月 31 日。 （二）业绩预告情况：预计净利润为负值 注：本公告格式中的"元"均指人民币元。 | 项 | 目 | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 亏损：3,000 | 万元–4,300 | 万元 | 盈利：1,225.71 | 万元 | | 扣除非经常性损 益后的净利润 | | 亏损：1,300 | 万元–2,600 | 万元 | 亏损：3,715.56 | 万元 | 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据是光智科技股份有限公司（以下简称"公司"） 财务部门初步测算的结果，未经注册会计师审计。公司就业绩预告有关事项与会 计师事务所进行了初步沟通，双方在业绩 ...

Investment Rating - The report maintains an "Outperform" rating for the new materials industry [1][8]. Core Insights - The new materials sector outperformed the CSI 300 index in January 2026, with the new materials index rising by 10.54%, surpassing the CSI 300's increase of 1.90% by 8.64 percentage points [8][12]. - Basic metal prices saw a general increase in January 2026, with notable price changes including copper (1.23%), aluminum (2.79%), zinc (4.74%), and tin (34.93%) [8][37]. - Global semiconductor sales continued to grow, with November 2025 figures showing a 29.8% year-on-year increase, marking the 25th consecutive month of growth [8][42]. - The new materials sector is expected to benefit from the ongoing recovery in downstream demand and the push for domestic alternatives, indicating a potential growth cycle ahead [8][21]. Summary by Sections Industry Performance Review - The new materials index showed strong performance in January 2026, ranking 7th among 30 major industry sectors [12][16]. - A total of 170 stocks in the new materials sector were analyzed, with 141 stocks rising and 25 falling in January [17][20]. - The sector's valuation increased, with the new materials index PE (TTM) at 31.72, reflecting a 4.21% month-on-month increase [21][24]. Important Industry Data Tracking - In December 2025, the Consumer Price Index (CPI) rose by 0.2% month-on-month, while the Producer Price Index (PPI) increased by 0.2% [30][31]. - Basic metal prices and inventory changes were tracked, showing significant fluctuations in January 2026 [37][40]. - The export volume of superhard materials increased by 3.39% in December 2025, although the export value saw a slight decline [50][50]. Industry Dynamics - The establishment of the humanoid robot standard committee in Beijing and the introduction of the first group standard for functional diamonds highlight ongoing developments in the new materials sector [2]. - The implementation of the action plan for upgrading the non-ferrous metal industry in Henan province indicates regional efforts to enhance industry standards [2].

Group 1 - The core point of the article is that Guangzhi Technology (300489.SZ) has indicated that the germanium it produces can be used in satellite solar wings [1] Group 2 - The company is actively engaging with investors through an interactive platform to provide updates on its product applications [1]