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Luwei Photonics (688401.SH) 2025 Annual Dividend Distribution: CNY 0.40 per share
Gelonghui, June 3 — Luwei Photonics Co., Ltd. (SHA: 688401) announced its 2025 annual profit distribution implementation notice. As of the date of this announcement, the company's total share capital amounts to 193,349,487 shares. Excluding 833,118 shares held in the company’s repurchase-dedicated securities account, the number of shares eligible for distribution totals 192,516,369 shares, with a total cash dividend of RMB 77,006,547.60 (inclusive of tax) to be distributed. The record date for this profit distribution is June 9, 2026, and the ex-dividend date is June 10, 2026.
Express News | Glass substrate stocks surged again, with BOE Technology Group Co., Ltd. (BOE A) posting its second consecutive daily trading limit up.
AI-driven industry upcycles are expected to boost both demand for photomasks and their value content simultaneously.
① Photomasks serve as the blueprint for photolithography and are a 'critical consumable' in semiconductor manufacturing. ② Dongguan Securities analysis indicates that photomasks, as a key foundational material in chip manufacturing, stand to benefit from advancements in process nodes, an increasing number of mask layers, and accelerated domestic substitution, leading to concurrent growth in both market demand and product value.
Express News | Luwei Optoelectronics: The application for issuing A-shares to specific investors has received approval from the CSRC for registration.
CMB Securities: CXMT's performance continues to grow significantly; focus on opportunities in the memory sector and upstream industrial chain segments.
Storage products are gradually shifting towards customization, with AI inference driving the development of new products such as HBF to fill the performance gap between DRAM and SSD. These advancements also place higher demands on advanced packaging. As the penetration rate of customized storage products increases, along with the overflow of orders resulting from Changxin's production expansion, segments such as testing and packaging will continue to benefit.
Luwei Optoelectronics (688401): Strong Q1 2026 performance with steady capacity expansion supporting future growth
Event: On April 29, the company released its Q1 2026 earnings report. In Q1 2026, the company achieved operating revenue of 327 million yuan, representing a year-on-year increase of 25.56%; net profit attributable to shareholders reached 68 million yuan, marking a year-on-year growth of 3.