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 ...

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].

永新光学（603297.SH）2025 年半年报点评 业绩表现稳健，显微镜&车载光学增长在即 2025 年 09 月 01 日 ➢ 事件：8 月 29 日，永新光学发布 2025 年中报，25H1，公司实现营收 4.41 亿元，YOY+2.95%；实现归母净利润 1.08 亿元，YOY+8.75%；实现扣非归母 净利润 0.88 亿元，YOY+3.05%；毛利率为 40.33%，YOY+1.40pcts；净利率 为 24.55%，YOY+1.40pcts。 ➢ 业绩表现稳健，盈利能力持续优化。2025 年，公司在承接多个国家"十三 五""十四五"规划重大科技项目并参与"十五五"规划的重大专项上，与国家 战略同频，开展公司新一期战略规划。公司加速进行高端科学仪器、高端医疗设 备的国产替代，加快全球化进程并建立国际供应链，进一步开拓核心光学产品在 生命科学、创新医疗、人工智能及半导体方面的应用，引领企业开启高质量发展 新纪元。25H1，公司实现营收 4.41 亿元，YOY+2.95%；实现归母净利润 1.08 亿元，YOY+8.75%；实现扣非归母净利润 0.88 亿元，YOY+3.05%。分业务来 看，光学元组 ...

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]

据证券之星公开数据整理，近期永新光学（603297）发布2025年中报。截至本报告期末，公司营业总收 入4.41亿元，同比上升2.95%，归母净利润1.08亿元，同比上升8.75%。按单季度数据看，第二季度营业 总收入2.21亿元，同比上升4.16%，第二季度归母净利润5264.93万元，同比下降2.55%。本报告期永新 光学盈利能力上升，毛利率同比增幅3.6%，净利率同比增幅6.06%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率40.33%，同比增3.6%，净利率24.55%，同比增 6.06%，销售费用、管理费用、财务费用总计2366.42万元，三费占营收比5.37%，同比增58.18%，每股 净资产17.62元，同比增7.93%，每股经营性现金流0.84元，同比增132.19%，每股收益0.97元，同比增 7.78% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 4.28亿 | 4.41亿 | 2.95% | | 归母净利润(元) | 9958.59万 | 1.08亿 | 8.75% | | 扣非 ...

格隆汇8月29日丨永新光学(603297.SH)发布中报，2025上半年实现营业总收入4.41亿元，同比增长 2.95%；归属母公司股东净利润1.08亿元，同比增长8.75%；基本每股收益为0.97元。 ...

根据统计，永新光学2025年3月31日至2025年6月30日，主力资金净流出1.07亿元，游资资金净流入 6800.98万元，散户资金净流入3949.0万元。 | | | | 统计截止日 区间股价涨跌幅 股东户数 增减 增减比例 户均持股市值 (元) 户均持股数（股) | | | | --- | --- | --- | --- | --- | --- | | 2025-06-30 | 1.94% | 15155 -1378 | -8.33% | 64.06万 | 7334.25 | | 2025-03-31 | -7.73% | 16533 2558 | 18.30% | 58.20万 | 6722.95 | | 2024-12-31 | 32.38% | 13975 4146 | 42.18% | 74.62万 | 7953.52 | | 2024-09-30 | 17.16% | 9829 -1162 | -10.57% | 80.14万 | 1.13万 | 证券之星消息，近日永新光学披露，截至2025年6月30日公司股东户数为1.52万户，较3月31日减少 1378.0户，减幅为8.33%。户均持股数量 ...

8月29日晚间，永新光学（股票代码：603297）发布2025年半年度报告。报告显示，在光学行业持续发 展与国产替代加速推进的背景下，公司上半年实现营收、净利润双增长，核心业务表现稳健，研发投入 聚焦核心赛道，全球化布局与技术优势进一步巩固，为全年发展奠定坚实基础。 资料显示，永新光学以"2+2"战略为核心，光学显微镜、条码机器视觉、车载激光雷达、医疗光学四大 业务板块协同发展。其中，光学显微镜业务作为公司传统优势领域，上半年实现销售收入1.65亿元，高 端显微镜占比提升至40%以上，共聚焦及超分辨系列显微镜技术持续升级，成功助力北大医学部示范平 台搭建，并亮相英国MMC展（全球显微镜领域最具影响力的国际性专业展会），与海外代理现场签 约，全球化市场拓展成效初显。条码机器视觉业务保持稳健增长，条码扫描核心光学元组件全球出货量 持续领先，同时向复杂模组产品转型，与斑马、霍尼韦尔等头部客户合作深化，机器视觉业务同比实现 双位数增长，积极响应海外头部企业对"技术+成本"供应链选择的需求，并开拓虹膜识别等人工智能新 应用场景。 车载激光雷达业务成为重要增长引擎，上半年光学元组件出货近百万套，预计下半年将持续加速，产品 ...