力鼎光电（605118）(605118.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净利润为 2.5亿元到2.9亿元，与上年同期相比，将增加7,467.02万元到11,467.02万元，同比增加42.59%到 65.40%。 ...

智通财经APP讯，力鼎光电(605118.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净利 润为2.5亿元到2.9亿元，与上年同期相比，将增加7,467.02万元到11,467.02万元，同比增加42.59%到 65.40%。 ...

Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of 250 million to 290 million yuan by 2025, representing a year-on-year growth of 42.59% to 65.40% [2] Group 1 - The projected net profit range for 2025 is between 250 million and 290 million yuan [2] - The anticipated growth rate for the net profit is between 42.59% and 65.40% year-on-year [2]

证券代码：605118 证券简称：力鼎光电 公告编号：2026-004 厦门力鼎光电股份有限公司 2025 年年度业绩预增公告 经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润为 25,000万元到29,000万元，与上年同期相比，将增加7,467.02万元到11,467.02 万元，同比增加42.59%到65.40%。 预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润为 23,000万元到27,600万元，与上年同期相比，将增加7,007.76万元到11,607.76 万元，同比增加43.82%到72.58%。 （三）本次业绩预告的财务数据未经会计师事务所审计。 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个别及连带责任。 重要内容提示： 本期业绩预告适用情形：实现盈利，且净利润与上年同期相比上升50% 以上。 厦门力鼎光电股份有限公司（以下简称"公司"）预计2025年年度实现 归属于母公司所有者的净利润为25,000万元到29,000万元,同比增加42.59%到 65.40%；公司预计2025 ...

Core Viewpoint - The company expects a significant increase in net profit for the year 2025, driven by growth in optical lens sales and improvements in operational efficiency [1] Financial Performance - The projected net profit attributable to the parent company for 2025 is estimated to be between 250 million to 290 million yuan, representing a year-on-year increase of 42.59% to 65.40% [1] - The expected non-recurring net profit is forecasted to be between 230 million to 276 million yuan, indicating a year-on-year growth of 43.82% to 72.58% [1] - The net profit for the same period last year was 175 million yuan, while the non-recurring net profit was 160 million yuan [1] Business Drivers - The anticipated growth in performance is primarily attributed to an increase in the production and sales volume of the main optical lens products [1] - There is also a notable rise in sales from emerging niche market products [1] - The implementation of quality improvement and efficiency enhancement plans has motivated the team, contributing to the positive outlook [1]

Market Overview - US stock market continues to rise, with Dow Jones up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55% [1] - Meta shares increased by 5.66%, marking the largest single-day gain since July 31 [1] - Tesla shares rose by 4.15%, while Microsoft and Amazon saw increases of at least 1.31% [1] Company Developments - Intel's Q1 guidance is disappointing, leading to a post-market drop of over 10% [2] - Nvidia completed a $5 billion investment in Intel in Q4 [2] - Tesla plans to sell humanoid robots to the public by the end of this year or next year [3] - OpenAI is quietly developing humanoid robots with a team of 100 in San Francisco [4] - Meta's Threads platform has surpassed 400 million monthly active users and is launching ads globally [5] Commodity Insights - Goldman Sachs raised its gold price target to $5,400, indicating that wealthy individuals are competing with central banks for limited physical reserves [6] - COMEX gold futures rose by 1.97%, while silver futures increased by 4.05%, both reaching historical highs [7] - US natural gas futures prices surged by 81% within three days, reaching the highest level since December 2022 [7] Regulatory and Policy Updates - The People's Bank of China (PBOC) Governor Pan Gongsheng stated there is still room for further interest rate cuts and reserve requirement ratio reductions this year [8] - The Ministry of Commerce and other departments encourage horizontal mergers and acquisitions in the pharmaceutical retail sector [12] - The State Council's Food Safety Office is drafting national standards for prepared dishes and will seek public opinions soon [12] Industry Trends - The semiconductor industry is seeing significant developments, with Alibaba's T-HEAD planning for an independent IPO [10] - The prepared food sector is undergoing a transformation, with a focus on quality and safety in the supply chain [11] - The retail pharmacy industry is expected to accelerate consolidation, with a projected decrease in the number of pharmacies by nearly 20,000 since Q4 2024 [13] Financial Projections - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, a 46% increase year-on-year [17] - Shengmei Shanghai anticipates revenues between 6.68 billion and 6.88 billion yuan for 2025, reflecting a growth of 18.91% to 22.47% [18] - Runtu Co. forecasts a net profit of 600 million to 700 million yuan for 2025, representing a growth of 181.05% to 227.89% [18]

从资金流向上来看，当日计算机设备板块主力资金净流出4.99亿元，游资资金净流出1.59亿元，散户资金 净流入6.58亿元。计算机设备板块个股资金流向见下表： 证券之星消息，1月22日计算机设备板块较上一交易日上涨0.04%，力鼎光电领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。计算机设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605118 | 力鼎光电 | 41.83 | 9.99% | 4.60万 | 1.86亿 | | 000066 | 中国长城 | 19.50 | 9.43% | 719.23万 | 137.44亿 | | 301042 | 安联锐视 | 84.94 | 5.07% | 3.24万 | 2.73亿 | | 300042 | 朗科科技 | 32.86 | 4.78% | 44.19万 | 14.88亿 | | 002512 | 达华智能 | 6.59 | 4.60% | 107.49万 | ...

Group 1 - The core point of the news is that Lidin Optoelectronics (sh605118) reached its daily limit with a price of 41.83 yuan, reflecting a 9.99% increase and a total market capitalization of 17.179 billion yuan [1] Group 2 - The reasons for the stock surge include a stock incentive plan covering 10 core employees with a reduced grant price of 8.68 yuan per share, which enhances employee retention and performance [2] - All fundraising projects have been completed on time, with surplus funds of 35.54 million yuan used to supplement working capital, resulting in annual savings of approximately 1.5 million yuan in financial costs, indicating strong project execution and financial management capabilities [2] - The company reported significant growth in the first three quarters, with revenue increasing by 35.63% and net profit rising by 88.50%, reflecting improved operational quality [2] - The main products of the company, optical lenses, are widely used in security monitoring, automotive imaging, machine vision, drones, and VR/AR, suggesting potential benefits from growing market demand in these areas [2] - The optical lens sector has recently attracted market attention, which may have contributed to the stock price increase of Lidin Optoelectronics, indicating a sector-wide performance effect [2] - Technical factors, including potential inflows of institutional funds and positive signals from indicators like MACD, may have also contributed to the stock's upward movement [2]

AI and Digital Marketing - Company launched AI marketing tool eGenius, generating initial AI marketing revenue [2] - Liou Co. introduced a large model in marketing, providing a one-stop intelligent platform for advertising clients [2] - Company developed HochiGEO AI tool for monitoring AI search platforms, offering strategies for content distribution [2] - Company created "Lingxi AI" to assist in marketing processes, integrating various AI services [2] - Company partnered with universities to explore AI applications in intelligent communication [2] Healthcare and Medical Technology - Company implemented AI report interpretation in hospitals, enhancing patient experience and improving medical record quality [4] - Company collaborated with Huawei to develop a health management AI robot, aiming to lead the industry [4] - Company integrated advanced medical management experience with AI products to enhance healthcare information systems [4] Satellite and Communication Technology - Company is a major player in satellite internet, providing integrated baseband and RF chips [5] - Company launched innovative products for smart shipping and satellite internet platforms [4] - Company is involved in low-orbit satellite communication, developing relevant products [4] Financial Technology - Company is a leading provider of smart banking solutions, exploring AI applications in finance [7] - Company is a major shareholder in Tianhong Fund, enhancing its financial service capabilities [7] - Company utilizes blockchain technology to create a digital bill system [7] Consumer Goods and Retail - Company is a leading retail chain in Zhejiang, focusing on prepared food sales [8] - Company is a major player in outbound tourism, exploring "tourism + shopping" business models [8] - Company is a leading e-commerce platform for alcoholic beverages, managing various well-known brands [8]

证券代码：605118 证券简称：力鼎光电 公告编号：2026-001 厦门力鼎光电股份有限公司（以下简称"公司"）第三届董事会第十五次会 议于2025年12月31日下午在厦门市海沧区新阳工业区新美路26号公司会议室以 现场会议方式召开，本次会议通知于2025年12月28日以专人、电子邮件等形式送 达公司全体董事。本次会议由公司董事长吴富宝先生主持。会议应出席董事7人， 实际出席董事7人，全体董事均亲自出席了本次会议，公司高级管理人员列席了 本次会议。本次会议的召开符合《公司法》和《公司章程》等有关规定。 二、董事会会议审议情况 经与会董事认真审议，会议通过了以下决议： （一）审议通过《关于调整2025年限制性股票激励计划预留权益授予价格 的议案》。 鉴于公司已实施完毕2024年年度权益分派及2025年半年度权益分派，根据 《厦门力鼎光电股份有限公司2025年限制性股票激励计划》（以下简称"激励计 划"）的规定，董事会同意将激励计划预留权益的授予价格由9.29元/股调整为 8.68 元 / 股 。 具 体 内 容 详 见 公 司 于 本 公 告 日 在 上 海 证 券 交 易 所 网 站 （www.sse.c ...