光刻机概念反复活跃 永新光学5天4板 财联社11月4日电，永新光学5天4板，此前海立股份涨停，强力新 材、华软科技冲击涨停，斯迪克、茂莱光学、富乐德等多股涨超5%。 消息面上，根据SEMI数据，2Q24全球半导体设备出货金额同比增长4%，达到268亿美元，环比微幅增 长1%，其中，中国大陆2Q24半导体设备出货总额为122.1亿美元，同比成长62%，规模和增速在全球范 围领先。 ...

Investment Rating - The report maintains a "Recommended" rating for Yongxin Optical [5] Core Views - The company's performance in the first three quarters of 2024 met expectations, with revenue of 651 million yuan, a year-on-year increase of 6.54%, and a net profit attributable to shareholders of 140 million yuan, a year-on-year decrease of 19.28% [2][3] - The optical components business is experiencing growth, particularly in barcode and automotive optics, while the high-end microscope segment is expected to recover due to increasing domestic demand and government support for localization [3][4] - The forecast for net profit attributable to shareholders for 2024-2026 is adjusted to 250 million, 360 million, and 470 million yuan, respectively, with corresponding price-to-earnings ratios of 43, 29, and 23 times [3][4] Financial Performance Summary - For Q3 2024, the company achieved revenue of 222 million yuan, a year-on-year increase of 1.07%, and a net profit of 41 million yuan, a year-on-year decrease of 29.72% [2][3] - The company's operating expenses showed a mixed trend, with sales, management, and R&D expense ratios decreasing, while financial expenses increased slightly [2] - The revenue forecast for 2024 is set at 1.108 billion yuan, reflecting a growth rate of 29.7%, with net profit expected to be 248 million yuan, a growth rate of 5.5% [4][7]

证券代码：603297 证券简称：永新光学 公告编号：2024-043 宁波永新光学股份有限公司 重要内容提示： ● 股票交易异常波动的情形：宁波永新光学股份有限公司（以下简称 "公 司"）股票于 2024 年 10 月 31 日、11 月 1 日连续两个交易日收盘价格涨幅偏离 值累计达 20.83%，超过 20%，属于《上海证券交易所交易规则》规定的股票交易 异常波动情形。 ● 经公司自查，并向公司控股股东和实际控制人发函确认，截至本公告披 露日，公司、公司控股股东及实际控制人不存在其他应披露而未披露的重大事项。 ● 经公司自查，公司生产经营情况正常，内外部经营环境未发生重大变化， 敬请投资者注意投资风险。 一、股票交易异常波动的具体情况 公司股票于 2024 年 10 月 31 日、11 月 1 日连续两个交易日收盘价格涨幅偏 离值累计达 20.83%，超过 20%，属于《上海证券交易所交易规则》规定的股票交 易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况 关于股票交易异常波动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、 ...

宁波永新光学股份有限公司控股股东、实际控制人 关于《公司股票交易异常波动问询函》的回复 宁波永新光学股份有限公司: ２０24年 （ | 月 | 日 (本页无正文,为《关于〈宁波永新光学股份有限公司股票交易异常波动问询 函〉的回复》之签字页 ) ： 2024年 川月 （本页无正文，为《关于〈宁波永新光学股份有限公司股票交易异常波动问询 函〉的回复》之签字页） 本公司/本人已收到《宁波永新光学股份有限公司股票交易异常波动问询函》, 经认真核实,现就相关事项回复如下: 本公司/本人作为宁波永新光学股份有限公司（以下简称"上市公司"）的控 股股东/实际控制人,截至目前,不存在与上市公司相关的应披露而未披露的重 大信息, 包括但不限于重大资产重组、股份发行、收购、债务重组、业务重组、 资产剥离、资产注入等重大事项。 特此回复。 (以下元正文) （本页无正文，为《关于〈宁波永新光学股份有限公司股票交易异常波动问询 函〉的回复》之签章页） INDUS 控股股东(盖章): KONI 实际控制人(签字): 2024年 11月 11日 11: （本页无正文，为《关于〈宁波永新光学股份有限公司股票交易异常波动间询 函〉的回复》之签 ...

证券时报网讯，永新光学再度涨停，4个交易日内录得3个涨停，累计涨幅为30.14%，累计换手率为 9.21%。 截至9:26，该股今日成交量10.44万股，成交金额1005.79万元，换手率0.09%。 最新A股总市值达107.08亿元，A股流通市值106.41亿元。 ...

Investment Rating - The report maintains a "Recommend" rating for the company, indicating a positive outlook with expected outperformance relative to the benchmark index [4][7] Core Views - The company reported steady revenue growth in Q3 2024, with revenue reaching 2.22 billion yuan, a year-on-year increase of 1.07% and a quarter-on-quarter increase of 4.62% [3] - Net profit attributable to the parent company decreased by 19.28% year-on-year for the first three quarters of 2024, primarily due to a one-time land compensation payment in the same period last year [3] - The company's microscope business is expected to benefit significantly from national equipment renewal policies, particularly in education, culture, and healthcare sectors [4] - The company is a national champion in optical microscope manufacturing, positioning it well to capitalize on the equipment renewal trend [4] Financial Performance - For the first three quarters of 2024, the company achieved revenue of 6.51 billion yuan, a year-on-year increase of 6.54%, and net profit attributable to the parent company of 1.40 billion yuan, a year-on-year decrease of 19.28% [3] - Q3 2024 gross margin was 39.36%, a year-on-year increase of 1.1 percentage points, while net margin was 18.26%, a year-on-year decrease of 7.93 percentage points [3] - The company is forecasted to achieve revenue of 9.37 billion yuan in 2024, 12.76 billion yuan in 2025, and 16.92 billion yuan in 2026, representing year-on-year growth rates of 10%, 36%, and 33% respectively [4][6] - Net profit attributable to the parent company is projected to grow to 2.38 billion yuan in 2024, 3.21 billion yuan in 2025, and 4.24 billion yuan in 2026, with corresponding growth rates of 1%, 35%, and 32% [4][6] Business Outlook - The company's scientific instruments business is expected to benefit from domestic substitution and equipment renewal policies, offering significant growth potential [4] - The core optical components business has established relationships with leading clients in various niche markets, with the laser radar segment showing promising growth prospects [4] - The company's PE ratio is projected to decrease from 25 times in 2024 to 14 times in 2026, indicating improving valuation metrics [4][6] Financial Projections - The company's gross margin is expected to remain stable at around 40% from 2024 to 2026 [6] - ROE is forecasted to increase from 11.54% in 2024 to 15.10% in 2026, reflecting improving profitability [12] - EPS is projected to grow from 2.14 yuan in 2024 to 3.82 yuan in 2026 [6][12]

10月28日晚间，永新光学(603297)发布2024年三季报，公司前三季度实现总营业收入6.51亿元，同比增 长6.54%；实现归母净利润1.40亿元，同比减少19.28%，扣非净利润1.18亿元，同比增长1.36%。 公司表示，净利润同比下降主要受上年同期收到分公司土地征收补偿影响。 尽管面临净利润下滑，公司总资产和归属于上市公司股东的所有者权益分别增长5.74%和2.58%，显示 公司整体财务状况仍保持稳健。 永新光学作为一家专注于光学及光学仪器研发、制造和销售的企业，公司主要产品包括显微镜、光学零 件及相关精密光学设备，广泛应用于生命科学、教育、医疗、工业检测等多个领域。 永新光学在光学制造和创新方面积累了丰富的经验，拥有一流的研发团队与先进的生产设备。 公司持续聚焦技术创新，报告显示，2024年前三季度，研发投入达7876.93万元，研发费用同比增长 17.48%，占主营业务的12.11%。 根据公司半年报，在上半年公司实现了高端显微镜和核心光学部件等方面的技术突破，推出NSR950、 NCF1000等高端显微镜，并实现全套复消色差物镜及NA1.49大数值孔径物镜的批量生产。 同时，公司主导制定的I ...

证券代码：603297 证券简称：永新光学 公告编号：2024-040 宁波永新光学股份有限公司 第八届董事会第十次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 宁波永新光学股份有限公司（以下简称"公司"）于 2024 年 10 月 18 日以 电子邮件及专人送达方式发出了关于召开公司第八届董事会第十次会议的通知， 本次会议于 2024 年 10 月 25 日以现场结合通讯的方式召开。本次会议应出席董 事 9 名，实际出席董事 9 名，公司监事及高级管理人员列席会议，会议由联席董 事长毛磊先生主持。本次会议的召开符合《公司法》和《公司章程》的有关规定， 所作决议合法有效。 二、董事会会议审议情况 经过充分讨论，会议审议并通过了如下议案： 1、审议并通过《2024 年第三季度报告》 具体内容详见公司刊载于上海证券交易所网站（www.sse.com.cn）和公司指 定信息披露媒体的《2024 年第三季度报告》。 表决结果：同意 9 票；反对 0 票；弃权 0 票。 2、审议并通过《关于 20 ...

Financial Performance - The company's operating revenue for Q3 2024 was ¥222,237,844.37, representing a year-on-year increase of 1.07%[2] - The net profit attributable to shareholders for Q3 2024 was ¥40,670,472.30, a decrease of 29.72% compared to the same period last year[2] - The basic earnings per share for Q3 2024 was ¥0.37, down 28.55% year-on-year[3] - Total operating revenue for the first three quarters of 2024 reached ¥650,576,561.14, an increase of 6.5% compared to ¥610,644,660.29 in the same period of 2023[13] - Total operating costs for the first three quarters of 2024 were ¥518,583,818.38, up 5.8% from ¥490,086,990.61 in 2023[14] - Operating profit for the first three quarters of 2024 was ¥155,058,082.69, a decrease of 19.0% from ¥191,022,057.68 in 2023[14] - Net profit attributable to shareholders of the parent company for the first three quarters of 2024 was ¥140,256,354.77, down 19.3% from ¥173,757,453.96 in 2023[15] - Basic earnings per share for the first three quarters of 2024 were ¥1.26, compared to ¥1.57 in the same period of 2023[15] - The company reported a total profit of ¥155,017,518.88 for the first three quarters of 2024, compared to ¥190,841,309.02 in 2023, reflecting a decrease of 18.8%[14] Assets and Liabilities - The total assets at the end of the reporting period were ¥2,212,402,624.43, reflecting a 5.74% increase from the end of the previous year[3] - As of September 30, 2024, the total assets of Ningbo Yongxin Optical Co., Ltd. amounted to RMB 2,212,402,624.43, an increase from RMB 2,092,255,031.78 at the end of 2023, reflecting a growth of approximately 5.7%[10] - The company's current assets totaled RMB 1,455,452,598.07, compared to RMB 1,410,712,123.22 at the end of 2023, indicating an increase of about 3.2%[10] - The company's total liabilities increased to RMB 352,998,249.61 from RMB 279,740,275.16, marking an increase of around 26.2%[12] - The total equity attributable to shareholders rose to RMB 1,858,951,174.92 from RMB 1,812,129,264.19, showing an increase of about 2.6%[12] - Short-term borrowings surged to RMB 146,396,804.16 from RMB 40,027,777.77, reflecting a significant increase of approximately 265.5%[11] Cash Flow - The net cash flow from operating activities for the year-to-date was ¥143,137,435.54, a decrease of 12.08% compared to the same period last year[2] - The net cash flow from operating activities for Q3 2024 was ¥143,137,435.54, a decrease of 12.1% compared to ¥162,811,470.62 in Q3 2023[16] - Total cash inflow from investment activities was ¥165,479,585.82, down significantly from ¥1,044,756,040.35 in the same period last year[16] - The net cash flow from investment activities was -¥234,432,309.93, contrasting with a positive net cash flow of ¥175,083,133.89 in Q3 2023[16] - Cash inflow from financing activities totaled ¥146,594,000.00, an increase from ¥66,252,640.00 in Q3 2023[16] - The net cash flow from financing activities was -¥1,154,867.39, compared to -¥83,065,359.68 in the previous year[16] - The ending balance of cash and cash equivalents was ¥722,378,204.50, compared to ¥545,459,632.63 at the end of Q3 2023[16] - The total cash outflow from investment activities was ¥399,911,895.75, down from ¥869,672,906.46 in Q3 2023[16] - The company received ¥158,000,000.00 from other investment-related cash activities, a significant decrease from ¥1,022,000,000.00 in the previous year[16] - The cash paid for purchasing goods and services was ¥366,962,030.90, an increase from ¥354,066,451.99 in Q3 2023[16] - The cash paid to employees was ¥143,161,814.87, up from ¥132,695,199.55 in the same quarter last year[16] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 9,829[7] - The largest shareholder, Yongxin Optoelectronics Industry Co., Ltd., held 32,217,250 shares, accounting for 28.99% of the total shares[7] Government Subsidies and R&D - The company received government subsidies amounting to ¥8,269,260.99 during the reporting period[4] - Research and development expenses increased to ¥78,769,380.32 in the first three quarters of 2024, up 17.5% from ¥67,051,245.98 in 2023[14] Other Information - The company reported a decrease in net profit primarily due to the absence of land compensation received in the same period last year, which was ¥23,834,000[6] - The company has not disclosed any new product developments or market expansion strategies in the current report[9] - Other comprehensive income after tax for the first three quarters of 2024 was -¥36,834.82, contrasting with a gain of ¥74,840.23 in the same period of 2023[15] - Cash received from sales of goods and services was ¥660,306,217.59 in the first three quarters of 2024, an increase from ¥637,962,969.69 in 2023[15] - Tax refunds received amounted to ¥18,145,842.14 in the first three quarters of 2024, down from ¥29,129,880.28 in 2023[15]

证券代码：603297 证券简称：永新光学 公告编号：2024-041 宁波永新光学股份有限公司 经过充分讨论，会议审议并通过了如下议案： 1、审议并通过《2024 年第三季度报告》 具体内容详见公司刊载于上海证券交易所网站（www.sse.com.cn）和公司指 定信息披露媒体的《2024 年第三季度报告》。 表决结果：同意 3 票；反对 0 票；弃权 0 票。 2、审议并通过《关于 2023 年限制性股票激励计划首次授予及预留授予部 分第一个限售期解除限售条件成就的议案》 第八届监事会第九次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、监事会会议召开情况 宁波永新光学股份有限公司（以下简称"公司"）于 2024 年 10 月 18 日以 电子邮件及专人送达方式发出了关于召开公司第八届监事会第九次会议的通知， 本次会议于 2024 年 10 月 25 日在公司会议室召开。会议应出席监事 3 名，实际 出席监事 3 名。本次会议由监事会主席周辉先生主持。本次会议的召开符合《公 司法》和《公司章程》的有关规定 ...