中国质量新闻网讯 据浙江省温岭市人民政府网站消息，根据相关规定，温岭市市场监督管理局组织开展了全市2025年温岭市燃气器具及电气产品质量监督 抽查，抽查了温岭市辖区内相关产品78批次，不合格2批次。 | 2025年温岭市燃气器具及电气产品质量监督抽查结果汇总表 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 发布时间：2025年10月 | | | | | | | | | 序 产品名称 | 规格型号 | 受检单位名称 | 生产单位（供货单位） | 生产日期或批 | 监督抽查 | 检验结 | 不合格项 | | 号 | | | 名称 | 号 | 时间 | 论 | | | 1 二联双控开关 | K3-00402 | 温岭市本意灯具有限公司 | 温州正泰智能家居科技 | 2023/08/05 | 2025年第 | 未发现 | / | | | | | 有限公司 | | 二季度 | 不合格 | | | 2 三联双控开关 | K3-00602 | 温岭市本意灯具有限公司 | 温州正泰智能家居科技 | 2023/07/31 | 2025年第 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 欧普照明股份有限公司 关于2024年限制性股票激励计划首次授予 第一个解除限售期解除限售暨上市的公告 证券代码：603515 证券简称：欧普照明 公告编号：2025-055 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、准确性和完整性依法承担法律责任。 重要内容提示： 欧普照明股份有限公司（以下简称"公司"）于2025年10月27日召开第五届董事会第八次会议和第五届监 事会第八次会议, 审议通过了《关于2024年限制性股票激励计划首次授予第一个限售期解锁条件成就的 议案》。根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）《欧普照明股份有限公司 2024年限制性股票激励计划》（以下简称"本激励计划"或"《激励计划》"）的相关规定，本激励计划首 次授予部分第一个解除限售期解锁条件已经成就，公司现将本次解锁及限制性股票上市流通安排有关事 项说明如下： 一、本激励计划批准及实施情况 （一）本激励计划已履行的审议程序 1、公司于2024年7月11日召开第四届董事会第十九次会议审议通过了《关于〈公司202 ...

证券日报网讯11月3日晚间，欧普照明（603515）发布关于2024年限制性股票激励计划首次授予第一个 解除限售期解除限售暨上市的公告称，公司本次股票上市类型为股权激励股份；股票认购方式为网下， 本次股票上市流通总数为1，369，254股。本次股票上市流通日期为2025年11月7日。 ...

证券代码：603515 证券简称：欧普照明 公告编号：2025-055 欧普照明股份有限公司 关于 2024 年限制性股票激励计划首次授予 第一个解除限售期解除限售暨上市的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 1,369,254股。 欧普照明股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召开第五 届董事会第八次会议和第五届监事会第八次会议, 审议通过了《关于 2024 年限制 性股票激励计划首次授予第一个限售期解锁条件成就的议案》。根据《上市公司股 权激励管理办法》（以下简称"《管理办法》"）《欧普照明股份有限公司 2024 年限 制性股票激励计划》（以下简称"本激励计划"或"《激励计划》"）的相关规定， 本激励计划首次授予部分第一个解除限售期解锁条件已经成就，公司现将本次解 锁及限制性股票上市流通安排有关事项说明如下： 一、本激励计划批准及实施情况 （一）本激励计划已履行的审议程序 1、公司于 2024 ...

Group 1 - The report highlights that the stock-bond allocation value has retreated from historical extremes, with the equity risk premium (ERP) stabilizing below one standard deviation [1] - The overall A-share index PE valuation stands at 22.0, with most broad-based indices around the 60th percentile historically, indicating relatively low valuations [1][29] - Market trading indicators show a decline in trading heat, with turnover rates and transaction volumes decreasing compared to the previous month, suggesting a cooling market sentiment [1][29] Group 2 - The "15th Five-Year Plan" suggestions have been officially released, marking a new phase in China's modernization process, emphasizing the importance of building a modern industrial system and financial strength [2] - The report indicates that local governments are likely to draft their own five-year plans by the end of the year, following the central government's guidelines [2] - The AI infrastructure investment is expected to significantly increase, with companies like Microsoft planning to expand their global AI infrastructure spending to meet growing demand [2] Group 3 - The report identifies green methanol as a key alternative fuel, with a projected demand of approximately 6.79 million tons from new methanol-fueled vessels expected to launch in the coming years [5] - China's green methanol production capacity is anticipated to achieve scale ahead of other regions, with a significant portion of global projects being developed in China [5] - The report recommends focusing on green methanol producers and related equipment manufacturers, highlighting companies like Goldwind Technology and Donghua Technology [5] Group 4 - The report notes that the AI server and cloud computing business is experiencing rapid growth, with a significant increase in revenue and profitability for companies involved in AI infrastructure [4] - The demand for AI computing power continues to rise, with GPU server shipments increasing by over five times year-on-year [4] - The report emphasizes the importance of technological advancements and market demand in driving the performance of companies in the AI sector [4] Group 5 - The report discusses the transition from UPS to HVDC technology, with major companies like Meta and NVIDIA making significant advancements in this area [7] - The domestic market is expected to see sustained demand for HVDC technology driven by initiatives like "East Data West Computing" [7] - Investment recommendations include focusing on domestic leaders in HVDC technology and companies that can benefit from the transition from UPS to HVDC [7]

公司报告 | 季报点评 欧普照明（603515） 证券研究报告 收入逐季企稳，迈入智能健康时代 事件： 2025 年 10 月 28 日，公司公布 2025 年三季度财报。2025Q1-Q3，公司实现 营业收入 49.1 亿元（同比-3.2%，下同），归母净利润 5.8 亿元（-7.2%）， 扣非归母净利润 4.6 亿元（-8.0%）。其中，2025Q3 公司实现营业收入 16.9 亿元（-0.6%），归母净利润 2.1 亿元（-12.2%），扣非归母净利润 1.8 亿元 （+0.7%）。 点评： 欧普迈入智能健康时代。三季度欧普重磅推出天境"青春版"轻奢全场景 智慧照明解决方案，融合了 SDL 智慧光谱与一站式智慧照明服务管家"设 计家 3.0"，为年轻家庭开启健康、科技、专业、时尚的居家体验，标志着 照明行业正式进入 AI 健康光时代。同时公司在 B 端业务也持续发力，欧普 作为智慧城市道路照明建设的先行者，已服务全国 130 多座城市，智慧路 灯控制系统节点总数超过 100 万，设备上线率和亮灯率均超过 99.5%。 政府补贴触发业绩波动。2025Q3 毛利率 38.5%，同比-1.7pct，我们认为公 ...

Core Viewpoint - Op Lighting, a leading player in China's lighting industry, has shown strong performance in revenue and net profit, with a focus on improving operational efficiency and digital transformation [2][3][6]. Group 1: Company Overview - Op Lighting was established on October 21, 2008, and went public on August 19, 2016, on the Shanghai Stock Exchange, with its headquarters in Shanghai [1]. - The company engages in the research, production, and sales of lighting sources, fixtures, and control products, covering a wide range of lighting categories [1]. Group 2: Financial Performance - For Q3 2025, Op Lighting reported revenue of 4.908 billion yuan, ranking third in the industry, surpassing the industry average of 2.041 billion yuan and the median of 1.193 billion yuan [2]. - The net profit for the same period was 578 million yuan, leading the industry rankings, significantly higher than the industry average of 88.2 million yuan and the median of 45.3 million yuan [2]. Group 3: Financial Ratios - As of Q3 2025, Op Lighting's debt-to-asset ratio was 28.16%, lower than the previous year's 30.78% and below the industry average of 35.11% [3]. - The gross profit margin stood at 38.23%, although it decreased from 40.19% year-on-year, it remained above the industry average of 26.32% [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 3.65% to 12,500, while the average number of circulating A-shares held per shareholder increased by 3.77% to 58,800 [5]. - The top ten circulating shareholders included Hong Kong Central Clearing Limited, which held 20.39 million shares, a decrease of 2.95 million shares from the previous period [5]. Group 5: Market Outlook - According to China International Capital Corporation, Op Lighting's performance in the first three quarters of 2025 was below expectations due to weak market demand, but signs of revenue growth are emerging, particularly in commercial lighting, e-commerce, and overseas channels [5]. - Huatai Securities noted that the company's revenue and profit remain under pressure due to a slowdown in new housing completions, but a stabilization in new home sales could lead to a recovery in revenue [6].

证券代码：603515 证券简称：欧普照明 公告编号：2025-053 一、说明会类型 欧普照明股份有限公司 关于参加 2025 年上海辖区上市公司三季报 集体业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 11 月 13 日（星期四）15:00-16:30 会议召开地点：上海证券交易所上证路演中心（https://roadshow.sseinfo.co m/） 会议召开方式：网络互动形式 预征集投资者提问：投资者可于 2025 年 11 月 6 日（星期四）至 11 月 12 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通 过公司邮箱 public@opple.com 进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 欧普照明股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日发布公 司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司第三季度经 营成果、财务状况，公司计划于 2025 年 ...

证券代码：603515 证券简称：欧普照明 公告编号：2025-054 欧普照明股份有限公司 关于召开2025年第一次临时股东大会的通知 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。 重要内容提示： 召开的日期时间：2025 年 11 月 18 日 14 点 00 分 召开地点：上海市闵行区吴中路 1799 号万象城 V2 栋公司会议室 股东大会召开日期：2025年11月18日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 为更好地服务广大中小投资者，确保有投票意愿的中小投资者能够及时 参会、及时投票。公司拟使用上证所信息网络有限公司（以下简称"上 证信息"）提供的股东大会提醒服务，委托上证信息通过智能短信等形 式，根据股权登记日的股东名册主动提醒股东参会投票，向每一位投资 者主动推送股东会参会邀请、议案情况等信息。投资者在收到智能短信 后，可根据《上市公司股东会网络投票一键通服务用户使用手册》（下 载链接：https://vote.sseinfo.com/i/yjt_help.pdf）的提示步骤直接 ...

Core Insights - The lighting equipment sector experienced a decline of 0.99% on October 29, with Ocean King leading the drop [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Sector Performance - The following companies in the lighting equipment sector showed notable price movements: - Greer (20.35, +5.50%, 32,000 shares, 62.82 million CNY) [1] - *ST Xingguang (2.08, +5.05%, 822,700 shares, 16.7 million CNY) [1] - Hengtai Lighting (10.94, +1.86%, 20,600 shares, 22.24 million CNY) [1] - Minexplosion Optoelectronics (43.19, +0.91%, 53,219 shares, 22.89 million CNY) [1] - Sanxiong Aurora (12.44, +0.40%, 45,900 shares, 57.04 million CNY) [1] - Foshan Lighting (6.38, 0.00%, 111,300 shares, 70.63 million CNY) [1] - Sunshine Lighting (3.63, -0.27%, 197,000 shares, 71.15 million CNY) [1] - Lida Xin (17.39, -1.14%, 60,300 shares, 105 million CNY) [1] - Komatsu Co. (7.86, -1.26%, 148,900 shares, 117 million CNY) [1] - Debang Lighting (13.73, -1.29%, 16,700 shares, 23.08 million CNY) [1] Capital Flow - The lighting equipment sector saw a net outflow of 32.03 million CNY from institutional investors, while retail investors contributed a net inflow of 23.99 million CNY [2] - The following companies had significant capital flow: - Lida Xin: Net inflow of 9.05 million CNY from institutional investors, but net outflows from retail and speculative investors [3] - *ST Xingguang: Net inflow of 8.19 million CNY from institutional investors, with outflows from speculative and retail investors [3] - Sunshine Lighting: Net inflow of 3.65 million CNY from institutional investors, with outflows from speculative investors [3] - Shihong History: Net inflow of 2.54 million CNY from institutional investors, but significant outflows from speculative investors [3] - Foshan Lighting: Net inflow of 2.53 million CNY from institutional investors, with outflows from speculative investors [3]