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]

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 ...

第1笔成交价格为99.90元，成交11.00万股，成交金额1,098.90万元，溢价率为-14.16%，买方营业部为中 信证券股份有限公司苏州分公司，卖方营业部为中信证券股份有限公司苏州分公司。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月1日，永新光学收涨10.00%，收盘价为116.38元，发生1笔大宗交易，合计成交量11万股，成交金额 1098.9万元。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为1098.9万元。该股近5个交易日累 计上涨17.46%，主力资金合计净流入1.69亿元。 责任编辑：小浪快报 ...