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]

宁波永新光学股份有限公司董事会 证券代码：603297 证券简称：永新光学 公告编号：2025-035 宁波永新光学股份有限公司 持股 5%以上股东减持股份结果公告 安高国际资源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： ? 减持前大股东持股的基本情况 本次减持计划实施前，宁波永新光学股份有限公司（以下简称"公司"）持股 行的股份及权益分派资本公积转增股本取得的股份。 告编号：2025-030），安高国际计划通过集中竞价交易、大宗交易等方式减持公司 不超过 200,000 股公司股份，占公司总股本的 0.18%。 ? 减持计划的实施结果情况 截至本公告披露日，本次减持计划已实施完毕，安高国际通过集中竞价交易的 方式累计减持公司股份 200,000 股，占公司总股本的 0.18%。目前仍持有公司股份 一、减持主体减持前基本情况 股东名称 安高国际资源有限公司 控股股东、实控人及一致行动人 □是 □否 直接持股 5%以上股东 √是 □否 股东身份 董事、监事和高级管理人员 □是 □ ...

Group 1 - The company Yongxin Optical (SH 603297) announced the completion of its share reduction plan, with Angao International reducing its holdings by 200,000 shares, accounting for 0.18% of the total share capital [1] - After the reduction, Angao International still holds 6,234,077 shares, which represents 5.62% of the company's total share capital [1] - For the fiscal year 2024, Yongxin Optical's revenue composition is as follows: optical product manufacturing accounts for 97.53%, while other businesses contribute 2.47% [1] Group 2 - As of the announcement, Yongxin Optical has a market capitalization of 12.1 billion yuan [1]

证券代码：603297 证券简称：永新光学 公告编号：2025-035 宁波永新光学股份有限公司 持股 5%以上股东减持股份结果公告 安高国际资源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： 减持前大股东持股的基本情况 本次减持计划实施前，宁波永新光学股份有限公司（以下简称"公司"）持股 5%以上大股东安高国际资源有限公司（以下简称 "安高国际"）共持有公司股份 6,434,077 股，占公司总股本的 5.80%，股份来源为公司首次公开发行股票前已发 行的股份及权益分派资本公积转增股本取得的股份。 1 | 持股数量 | 6,434,077股 | | --- | --- | | 持股比例 | 5.80% | | | IPO 前取得：4,949,290股 | | 当前持股股份来源 | 其他方式取得：1,484,787股（为通过公司 2018 年权益分 | | | 派资本公积转增股本取得的股份） | 2025 年 8 月 7 日，公司披露了《持股 5%以上大股东减持股份计划公告》（公 ...

Group 1 - Yongxin Optical experienced a 10.00% increase in stock price, closing at 116.38 yuan on September 1 [1] - A block trade occurred with a total volume of 110,000 shares and a transaction amount of 10.989 million yuan [1] - The first transaction price was 99.90 yuan for 110,000 shares, resulting in a premium rate of -14.16% [1] Group 2 - In the last three months, Yongxin Optical has had one block trade with a total transaction amount of 10.989 million yuan [1] - Over the past five trading days, the stock has increased by 17.46%, with a net inflow of 169 million yuan from main funds [1]

欢迎光临证券日报网。宁波永新光学股份有限公司2024年年度网上业绩说明会将于2025年9月9日（星期 二）15：00-16：00。网上提问已经开通，欢迎投资者积极参与...详细>> ...

9月1日，永新光学大宗交易成交11万股，成交额1098.9万元，占当日总成交额的1.84%，成交价99.9元，较市场收盘价116.38元折价14.16%。 | | | ...

Core Viewpoint - Yongxin Optical reported steady performance in H1 2025, with 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 [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 441 million yuan, with a year-on-year growth of 2.95% [1][2]. - The net profit attributable to shareholders was 108 million yuan, reflecting an 8.75% year-on-year increase [1][2]. - The net profit after deducting non-recurring items was 88 million yuan, with a year-on-year growth of 3.05% [1][2]. - The gross margin stood at 40.33%, up 1.40 percentage points year-on-year, while the net margin was 24.55%, also up 1.40 percentage points year-on-year [1][2]. Business Segments - Revenue from optical components and optical microscopes was 265 million yuan and 165 million yuan, respectively, with year-on-year growth of 4.40% and 0.94% [2]. - The optical components and optical microscopes accounted for 60.09% and 37.41% of total revenue, respectively [2]. Market Expansion and Product Development - The company is focusing on high-end scientific instruments and medical equipment for domestic substitution and is accelerating its globalization efforts [2][3]. - High-end microscopes continue to grow, with their sales proportion exceeding 40% [3]. - The automotive optical components, particularly for lidar, saw significant growth, with nearly one million units shipped in H1 2025 [3]. - The company is actively expanding into artificial intelligence applications, including iris recognition optical components for cryptocurrency terminal devices [3]. Investment Outlook - Yongxin Optical is positioned as a key player in the domestic microscope market, with diversified applications in various fields [4]. - Revenue projections for 2025-2027 are 1.148 billion yuan, 1.430 billion yuan, and 1.783 billion yuan, with net profits of 285 million yuan, 367 million yuan, and 479 million yuan, respectively [4].

Investment Rating - The report maintains a "Recommended" rating for Yongxin Optical, indicating an expected stock price increase of over 15% relative to the benchmark index [4][6]. Core Viewpoints - Yongxin Optical demonstrated stable performance in H1 2025, with revenue of 441 million yuan, a year-over-year increase of 2.95%, and a net profit attributable to shareholders of 108 million yuan, up 8.75% year-over-year [2][3]. - The company is actively involved in major national technology projects and is accelerating the domestic replacement of high-end scientific instruments and medical equipment, aiming for high-quality development [2][3]. - The high-end microscope segment continues to grow, with its sales proportion exceeding 40%, and the automotive optical components are expected to see significant growth in H2 2025 [3][4]. Financial Performance Summary - For H1 2025, Yongxin Optical achieved a gross margin of 40.33%, an increase of 1.40 percentage points year-over-year, and a net profit margin of 24.55%, also up by 1.40 percentage points year-over-year [2][3]. - Revenue projections for 2025 to 2027 are estimated at 1.148 billion yuan, 1.430 billion yuan, and 1.783 billion yuan, respectively, with corresponding net profits of 285 million yuan, 367 million yuan, and 479 million yuan [4][5]. - The company’s PE ratios are projected to decrease from 41 in 2025 to 25 in 2027, indicating an improving valuation over time [4][5].

Core Insights - Yongxin Optical achieved a revenue of 441 million yuan in the first half of 2025, representing a year-on-year growth of 2.95% [1] - The net profit attributable to shareholders reached 108 million yuan, an increase of 8.75% year-on-year [1] - The company invested 47.2 million yuan in R&D, accounting for 10.70% of its main business revenue, maintaining a high level of investment [1] Financial Performance - Revenue from optical components was 265 million yuan, up 4.40% year-on-year [1] - Revenue from optical microscope business was 165 million yuan, with a growth of 0.94% [1] - The net profit excluding non-recurring gains and losses was 87.69 million yuan, reflecting a year-on-year increase of 3.05% [1] Strategic Initiatives - The company is leading national major instrument projects, including the "Multimodal Nano-resolution Microscope" and "Ophthalmic Surgery Navigation Microscope" [1] - Yongxin Optical aims to enhance the international competitiveness of high-end instruments in China and is committed to deepening organizational reform and operational management [2] - Future strategic goals include consolidating existing advantages and seizing new opportunities in high-end scientific instruments and medical equipment [2]