证券代码：603297 证券简称：永新光学 公告编号：2025-038 宁波永新光学股份有限公司 股票交易风险提示公告 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、二级市场交易风险 公司股票交易近期收盘价格累计涨幅较大。据同花顺数据，截至 2025 年 9 月 19 日收盘，公司股票市盈率（LYR）为 69.63 倍，市盈率（TTM）为 66.84 倍， 换手率为 31.97%。公司所属的申万行业分类"光学光电子（代码：801084）" 行业市盈率（TTM）为 56.54 倍，公司市盈率指标高于同行业平均水平，存在市 盈率较高的风险，敬请广大投资者注意投资风险。 二、公司关注并核实的相关情况 （一）媒体报道、市场传闻、热点概念情况 经公司自查，未发现对公司股票交易价格产生重大影响的媒体报道。关注到 部分媒体将公司归类到光刻机概念，公司主营业务为光学显微镜业务、条码机器 视觉业务、激光雷达业务及医疗光学业务，主要产品包括光学显微镜及核心光学 元组件等，产品主要应用于生命科学、智慧医疗、自动驾驶及商超物流等。光刻 机设备非 ...

Core Viewpoint - Yongxin Optical (603297.SH) focuses on optical microscope business, barcode machine vision, LiDAR, and medical optical business, with its products primarily used in life sciences, smart healthcare, autonomous driving, and logistics [1] Business Overview - The main products include optical microscopes and core optical components [1] - The revenue from lithography equipment, which is not a primary product of the company, accounts for less than 1% of total revenue, indicating it will not significantly impact the company's performance [1]

Market Overview - The optical and optoelectronic sector rose by 0.75% on September 19, with Tianshan Electronics leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Top Gainers - Tianshan Electronics (301379) closed at 29.54, up 19.98% with a trading volume of 360,500 shares [1] - Tengjing Technology (688195) closed at 132.14, up 14.94% with a trading volume of 151,800 shares [1] - Wavelength Optoelectronics (301421) closed at 108.30, up 14.60% with a trading volume of 248,300 shares [1] - Other notable gainers include Yingfeite (300582) up 14.14% and Fujing Technology (002222) up 10.00% [1] Top Losers - Biaosheng Sensor (300701) closed at 13.78, down 7.95% with a trading volume of 289,000 shares [2] - Helitai (002217) closed at 3.55, down 6.58% with a trading volume of 4,545,500 shares [2] - Chanzhan Optoelectronics (003019) closed at 39.67, down 6.06% with a trading volume of 146,900 shares [2] Capital Flow - The optical and optoelectronic sector saw a net inflow of 2.376 billion yuan from institutional investors, while retail investors experienced a net outflow of 855 million yuan [2][3] - Major stocks like Oufei Optoelectronics (002456) had a net inflow of 1.986 billion yuan from institutional investors [3] Individual Stock Performance - Oufei Optoelectronics (002456) had a net inflow of 1.986 billion yuan, representing 16.98% of its trading volume [3] - Fujing Technology (002222) saw a net inflow of 369 million yuan, accounting for 12.08% of its trading volume [3] - Wanrun Technology (002654) had a net inflow of 238 million yuan, representing 11.44% of its trading volume [3]

*ST高鸿连续6日跌停，*ST海源、景兴纸业、万向钱潮、新华锦等跌停。 连板股方面，天普股份13连板，*ST正平13天10板，泰慕士5连板，杭电股份4连板，长飞光纤4天3板， 云南旅游、*ST绿康3连板，报喜鸟4天2板，富佳股份、世嘉科技等3天2板，福龙马、*ST亚振等2连 板，国睿科技、德明利等涨停。 9月19日，A股全天下来共有59只涨停股、26只跌停股。新疆国资概念活跃，天富能源涨停；光刻机概 念走强，永新光学3连板，福晶科技、凯美特气3天2板，海立股份涨停；能源金属板块上涨，赣锋锂业 涨停。 ...

Core Viewpoint - The photolithography machine concept stocks have shown significant strength in trading, with several companies reaching new highs, indicating a strong market interest in this sector [1] Group 1: Stock Performance - Guanghua Optoelectronics has reached a 20% limit up, continuing to set new highs [1] - Tengjing Technology has increased by approximately 14%, also achieving a new high [1] - Other companies such as Kaimete Gas, Yongxin Optics, and Haili Co. have hit the limit up [1] - Maolai Optics has risen by about 8%, nearing the historical high of 500 yuan [1] - Yongxin Optics has experienced three consecutive trading days of limit up [1] Group 2: Company Specifics - Yongxin Optics has stated that it has not found any media reports that significantly impact its stock trading price [1] - The company acknowledges that it has been associated with the semiconductor and photolithography machine concepts by some media [1] - Yongxin Optics primarily focuses on optical microscopes and optical components, with no significant changes in its business model [1] - The revenue contribution from photolithography-related optical components is less than 1%, indicating it is not a core business for the company [1] - The company advises investors to be cautious of speculative trading related to hot concepts and to be aware of investment risks [1]

（文章来源：证券时报网） 数据宝统计，截至10:03，永新光学成交额10.13亿元，创2024年11月5日以来新高。最新股价上涨 10.00%，换手率7.31%。上一交易日该股全天成交额为7.76亿元。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

Core Viewpoint - The photolithography machine concept stocks have shown significant strength in trading, with several companies reaching new highs, indicating a strong market interest in this sector [1] Group 1: Stock Performance - Guanghua Optoelectronics has reached a 20% limit up, continuing to set new highs [1] - Tengjing Technology has increased by approximately 14%, also achieving a new high [1] - Other companies such as Kaimete Gas, Yongxin Optical, and Haili Co. have also hit the limit up [1] - Maolai Optical has risen by about 8%, nearing the historical high of 500 yuan [1] - Yongxin Optical has experienced three consecutive trading days of limit up [1] Group 2: Company Specifics - Yongxin Optical has stated that it has not found any media reports that significantly impact its stock trading price [1] - The company acknowledges being associated with the semiconductor and photolithography machine concepts but clarifies that its main business involves optical microscopes and optical components [1] - The optical components related to photolithography machines account for less than 1% of Yongxin Optical's revenue, indicating it is not a core business and will not significantly affect current performance [1] - The company's business model is characterized by customization, a variety of products, and small batch production, with applications across diverse fields [1]

公司发布的半年报数据显示，上半年公司共实现营业收入4.41亿元，同比增长2.95%，实现净利润1.08 亿元，同比增长8.75%，基本每股收益为0.9700元，加权平均净资产收益率5.43%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.09.18 | 10.00 | 5.91 | 5515.62 | | 2025.09.17 | 10.00 | 1.75 | 9139.78 | | 2025.09.16 | 0.69 | 1.24 | -1623.96 | | 2025.09.15 | -0.73 | 1.56 | 53.68 | | 2025.09.12 | -0.56 | 1.57 | 901.63 | | 2025.09.11 | 1.39 | 1.95 | -788.80 | | 2025.09.10 | -0.85 | 1.54 | -569.41 | | 2025.09.09 | -3.75 | 1.67 | -1184.60 | | 2025.09.08 | -0.8 ...

Group 1 - The core viewpoint of the news is that Yongxin Optical has experienced a significant stock price increase, rising 5.58% to 125.66 CNY per share, with a total market capitalization of 13.94 billion CNY and a cumulative increase of 21.83% over three days [1] - Yongxin Optical, established on February 21, 1997, and listed on September 10, 2018, primarily engages in the research, production, and sales of optical microscopes, optical components, and other optical products [1] - The revenue composition of Yongxin Optical is as follows: optical components account for 57.56%, microscopes for 39.97%, and other products for 2.47% [1] Group 2 - According to data from the top ten holdings of funds, Huaxia Fund has a significant position in Yongxin Optical, with Huaxia Strategy Mixed Fund (002031) holding 216,500 shares, which represents 3.81% of the fund's net value [2] - The Huaxia Strategy Mixed Fund reduced its holdings by 23,500 shares in the second quarter, and during the recent three-day price increase, it has earned approximately 4.6181 million CNY in floating profits [2] - The Huaxia Strategy Mixed Fund was established on October 23, 2008, with a current scale of 499 million CNY, and has achieved a year-to-date return of 4.16% [2]

Core Viewpoint - Yongxin Optical (603297.SH) announced that it has not found any significant media reports affecting its stock price, despite being associated with the semiconductor and lithography machine concepts by some media outlets [2] Company Overview - The company's main business focuses on optical microscopes and optical components, with no significant changes in its business model [2] - The business model is characterized by customization, a variety of products, and small batch production, with applications across diverse and relatively dispersed fields [2] Financial Impact - The revenue from optical components related to lithography machines constitutes less than 1% of the company's total revenue, indicating that it is not a core business and will not have a significant impact on current performance [2]