（文章来源：证券日报） 证券日报网讯 9月9日晚间，永新光学发布公告称，持股5%以上大股东宁兴资产计划通过集中竞价交 易、大宗交易等方式减持公司不超过1，109，367股公司股份，占公司总股本的1%。减持期间为本公告 披露之日起15个交易日后的3个月内。 ...

宁波永新光学股份有限公司 持股 5%以上大股东减持股份计划公告 证券代码：603297 证券简称：永新光学 公告编号：2025-036 宁兴（宁波）资产管理有限公司保证向本公司提供的信息内容真实、准确、 完整，不存在虚假记载、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。 重要内容提示： 大股东持股的基本情况 截至本公告披露日，持股 5%以上大股东宁兴（宁波）资产管理有限公司（以 下简称"宁兴资产"）共持有宁波永新光学股份有限公司（以下简称"公司"）股 份 11,713,378 股，占公司总股本的 10.559%，股份来源为公司首次公开发行股 票前已发行的股份、权益分派资本公积转增股本取得的股份和集中竞价交易取得 的股份。 减持计划的主要内容 近日，公司收到宁兴资产的书面减持告知函，宁兴资产计划通过集中竞价交 易、大宗交易等方式减持公司不超过 1,109,367 股公司股份，占公司总股本的 1%。 根据《上海证券交易所上市公司自律监管指引第 15 号——股东及董事、高 级管理人员减持股份》等法律法规的相关规定，上市公司大股东、董事、高级管 理人员计划以集中竞价交易及 ...

Core Viewpoint - Ningxing Asset Management Co., Ltd., a major shareholder holding over 5% of Yongxin Optical, plans to reduce its stake by up to 1.1 million shares, representing 1% of the company's total share capital, due to its own funding needs [1] Summary by Relevant Sections - **Shareholder Reduction Plan** - The reduction will occur through centralized bidding and block trading from October 9, 2025, to January 9, 2026 [1] - Ningxing Asset currently holds 11.7134 million shares, accounting for 10.56% of Yongxin Optical's total share capital [1] - **Regulatory Compliance** - The reduction plan complies with relevant laws and regulations, and there will be no change in the company's control as a result of this reduction [1]

Company Overview - Yongxin Optical is located in Ningbo, Zhejiang Province, established on February 21, 1997, and listed on September 10, 2018. The company primarily engages in the research, production, and sales of optical microscopes, optical components, and other optical products [1] - The main revenue composition includes optical components series (57.56%), microscope series (39.97%), and others (2.47%) [1] Financial Performance - As of June 30, 2025, Yongxin Optical achieved a revenue of 441 million yuan, representing a year-on-year growth of 2.95%. The net profit attributable to the parent company was 108 million yuan, with an increase of 8.75% year-on-year [2] - Since its A-share listing, Yongxin Optical has distributed a total of 555 million yuan in dividends, with 307 million yuan distributed over the past three years [3] Stock Performance - On September 8, Yongxin Optical's stock price decreased by 2.06%, trading at 101.03 yuan per share, with a total market capitalization of 11.208 billion yuan [1] - The stock has seen an increase of 8.67% year-to-date, but a decline of 13.19% over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on February 10 [1] Shareholder Information - As of June 30, 2025, the number of shareholders for Yongxin Optical was 15,200, a decrease of 8.33% from the previous period. The average circulating shares per person increased by 9.09% to 7,306 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 715,200 shares, an increase of 63,800 shares compared to the previous period [3] Market Position - Yongxin Optical is classified under the electronic industry, specifically in the optical components sector. The company is associated with concepts such as autonomous driving, laser radar, virtual reality, high dividends, and margin financing [1]

Core Viewpoint - Yongxin Optical (603297) experienced a stock price decline of 2.5% to 103.16 yuan as of September 5, 2025, after reaching a nearly one-year high of 120.77 yuan on September 2, 2025 [1] Trading Information Summary - On September 1, 2025, Yongxin Optical recorded a block trade at a discount of 14.16%, with a total transaction value of 10.989 million yuan [2][5] Shareholder Changes - On September 2, 2025, Yongxin Optical announced that shareholder Angao International Resources Co., Ltd. reduced its holdings by 200,000 shares, representing 0.1803% of the total share capital, during a period when the stock price increased by 10.0% [3] - Angao International completed its share reduction plan, having reduced a total of 200,000 shares, with the reduction price ranging from 105.80 to 111.80 yuan per share, totaling 21,987,130 yuan [4][5]

Company Overview - Yongxin Optical Co., Ltd. is located in Ningbo, Zhejiang Province, established on February 21, 1997, and listed on September 10, 2018. The company primarily engages in the research, production, and sales of optical microscopes, optical components, and other optical products [1] - The revenue composition of the company includes optical components series at 57.56%, microscope series at 39.97%, and other supplementary products at 2.47% [1] Stock Performance - On September 5, Yongxin Optical's stock rose by 5.16%, reaching a price of 102.48 CNY per share, with a trading volume of 258 million CNY and a turnover rate of 2.36%. The total market capitalization is 11.369 billion CNY [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Green Fund has a significant position in Yongxin Optical. The Green Innovation Growth Mixed A Fund (007533) held 2,200 shares in the second quarter, accounting for 4.11% of the fund's net value, ranking as the ninth largest holding [2] - The Green Innovation Growth Mixed A Fund (007533) was established on September 2, 2019, with a latest scale of 2.6802 million CNY. Year-to-date returns are 10.09%, ranking 5,177 out of 8,178 in its category, while the one-year return is 56.21%, ranking 1,583 out of 7,978 [2] Fund Manager Information - The fund manager of Green Innovation Growth Mixed A Fund (007533) is Song Binhang, who has been in the position for 2 years and 351 days. The total asset scale of the fund is 20.8543 million CNY, with the best fund return during his tenure being 23.42% and the worst being -23.16% [3]

Investment Rating - The investment rating for the company is "Buy" [3][7]. Core Views - The company has achieved steady revenue growth in the high-end microscope market, with a market share exceeding 5% in domestic replacement [2]. - The company is focusing on four major business areas to drive performance, including high-end microscopes, barcode scanning, machine vision, and laser radar [2]. - The company has made significant progress in R&D and digital transformation, enhancing its technological capabilities in the optical field [2]. Financial Performance Summary - For the first half of 2025, the company reported revenue of 441 million yuan, a year-on-year increase of 2.95%, and a net profit attributable to shareholders of 108 million yuan, up 8.75% year-on-year [2]. - The gross profit margin for the first half of 2025 was 40.33%, an increase of 1.4 percentage points year-on-year, while the net profit margin was 24.55%, also up by 1.4 percentage points year-on-year [2]. - The company expects a recovery in the high-end microscope business in the second half of 2025, with a further increase in the high-end product proportion [2]. Financial Forecast - The company forecasts net profits attributable to shareholders of 271 million yuan, 351 million yuan, and 457 million yuan for 2025, 2026, and 2027 respectively, with corresponding P/E ratios of 40, 31, and 24 times [7].

Group 1 - The stock price of Yongxin Optical (603297) closed at 108.28 yuan on September 3, 2025, down by 1.07%, with a turnover rate of 5.43% and a trading volume of 60,200 shares, resulting in a total transaction amount of 678 million yuan [1] - On September 3, 2025, the net inflow of main funds was 27.043 million yuan, accounting for 3.99% of the total transaction amount, while retail investors had a net outflow of 30.3457 million yuan, representing 4.48% of the total transaction amount [2][4] - Major shareholder Angao International Resources Co., Ltd. completed its share reduction plan, reducing its holdings by 200,000 shares, which is 0.18% of the total share capital, bringing its total holdings down to 6,234,077 shares, or 5.62% of the total share capital [3][4]

Market Overview - The optical optoelectronics sector experienced a decline of 1.41% on September 3, with Absen leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Absen (300389) closed at 15.19, down 8.44% with a trading volume of 255,000 shares and a turnover of 397 million yuan [1] - Huaying Technology (000536) fell by 7.63% to 5.45, with a trading volume of 2.14 million shares and a turnover of 1.204 billion yuan [1] - Other notable declines include Linjie Sensor (300701) down 5.35%, Qianzhao Optoelectronics (300102) down 5.29%, and Fuguang Co., Ltd. (688010) down 4.60% [1] Capital Flow - The optical optoelectronics sector saw a net outflow of 764 million yuan from institutional investors, while retail investors contributed a net inflow of 513 million yuan [1] - The table of capital flow indicates that major stocks like Su Da Weige (300331) and O-film (002456) experienced significant net outflows from institutional and retail investors [2]

Group 1: Financial Performance - In the first half of the year, the company achieved operating revenue of 441 million yuan, a year-on-year increase of 2.95%, and a net profit attributable to the parent company of 108 million yuan, up 8.75% year-on-year [1] - In the second quarter, the company reported operating revenue of 221 million yuan, a year-on-year increase of 4.16%, while net profit attributable to the parent company slightly decreased by 2.55% year-on-year [1] Group 2: Business Segments - The optical microscope business generated revenue of 165 million yuan in the first half, with a year-on-year growth of 0.94%, and high-end microscopes accounted for over 40% of sales [2] - The optical components business achieved revenue of 265 million yuan, a year-on-year increase of 4.40%, with successful progress in barcode machine vision and laser radar optical components [2] - The medical optical business is accelerating domestic substitution, with significant overseas demand for professional medical imaging components and successful collaborations with leading companies [3] Group 3: Market Outlook and Projections - The company expects a recovery in microscope demand and growth in barcode scanning, laser radar, and medical optical components, leading to adjusted revenue forecasts of 1.057 billion yuan, 1.304 billion yuan, and 1.632 billion yuan for 2025-2027 [3]